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KeyedIn Enterprise Release Notes
Release Notes
KeyedIn Enterprise RESTful API v3.0.0.44027 Update
KeyedIn Enterprise v2025.01 (v8.4.1) Release Guide v1.0
KeyedIn Enterprise v2025.02 (v8.4.2) Release Guide v1.0.1
KeyedIn Enterprise v2025.03 (v8.4.3) Release Guide v1.0
KeyedIn Enterprise v2025.04 (v8.4.4) Release Guide v1.0
KeyedIn Enterprise v2025.05 (v8.4.5) - Release Guide v1.0
KeyedIn Enterprise v2025.06 (v8.5.0) - Release Guide v1.0
KeyedIn Enterprise v2025.07 (v8.5.1) Release Guide v1.0
KeyedIn Enterprise V7.0 Enhanced Capabilities quick reference guide
KeyedIn Enterprise v7.0 Release Guide v1.0
KeyedIn Enterprise v7.0 Release Guide v1.1
KeyedIn Enterprise v7.1.0 Release Guide v1.0
KeyedIn Enterprise v7.1.1 Release Guide v1.0
KeyedIn Enterprise v7.1.2 Release Guide v1.0
KeyedIn Enterprise v7.1.3 Release Guide v1.0
KeyedIn Enterprise v7.1.4 Release Guide v1.0
KeyedIn Enterprise v7.2.0 Release Guide v1.0
KeyedIn Enterprise v7.2.1 Release Guide v1.0
KeyedIn Enterprise v7.2.3 Release Guide v1.0
KeyedIn Enterprise v7.2.4 Release Guide v1.0
KeyedIn Enterprise v7.3.0 Release Guide v1.0
KeyedIn Enterprise v7.3.0 Release Guide v1.1
KeyedIn Enterprise v7.3.1 release Guide v1.0
KeyedIn Enterprise v7.3.2 Release Guide v1.0
KeyedIn Enterprise v7.3.3 Release Guide v1.0
KeyedIn Enterprise v7.3.4 Release Guide v1.0
KeyedIn Enterprise v7.3.5 Release Guide v1.0
KeyedIn Enterprise v7.4.0 Release Guide v1.0
KeyedIn Enterprise v7.4.1 Release Guide v1.1
KeyedIn Enterprise v7.4.2 Release Guide v1.0
KeyedIn Enterprise v7.4.3 Release Guide v1.0
KeyedIn Enterprise v7.4.4 Release Guide v1.0
KeyedIn Enterprise v7.5.0 Release Guide v1.1
KeyedIn Enterprise v7.5.1 Release Guide v1.0
KeyedIn Enterprise v7.6.0 Release Guide v1.1
KeyedIn Enterprise v7.6.1 Release Guide v1.0
KeyedIn Enterprise v7.6.2 Release Guide v1.0
KeyedIn Enterprise v7.6.3 Release Guide v1.0
KeyedIn Enterprise v7.6.4 Release Guide v1.0
KeyedIn Enterprise v7.6.5 Release Guide v1.0
KeyedIn Enterprise v7.7.0 Release Guide v1.5
KeyedIn Enterprise v7.7.1 Release Guide v1.0
KeyedIn Enterprise v7.7.2 Release Guide v1.0
KeyedIn Enterprise v8.0.0 Release Guide v1.0
KeyedIn Enterprise v8.01 Release Guide v1.0
KeyedIn Enterprise v8.02 Release Guide v1.0
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KeyedIn Enterprise v8.1.1 Release Guide v1.0
KeyedIn Enterprise v8.1.2 Release Guide v1.0
KeyedIn Enterprise v8.2.0 Release Guide v1.1
KeyedIn Enterprise v8.2.1 Release Guide v1.0
KeyedIn Enterprise v8.2.2 Release Guide v1.0
KeyedIn Enterprise v8.3.0 Release Guide v1.0
KeyedIn Enterprise v8.3.1 Release Guide v1.0
KeyedIn Enterprise v8.3.2 Release Guide v1.0
KeyedIn Enterprise v8.4.0 Release Guide v1.0
KeyedIn Knowledgebase
Consolidated User Guides
KeyedIn V7.6 Consolidated User Guide - Nov 2022
KeyedIn V7.7 Consolidated User Guide - June 2023
KeyedIn V8.0 Consolidated User Guide - Nov 2023
KeyedIn V8.1 Consolidated User Guide - Mar 2024
KeyedIn V8.2 Consolidated User Guide - Jun 2024
KeyedIn V8.3 Consolidated User Guide - Oct 2024
System Configuration Guides
KeyedIn V7.6 System Configuration Guide - Nov 2022
KeyedIn V7.7 System Configuration Guide - June 2023
KeyedIn V8.0 System Configuration Guide - Nov 2023
KeyedIn V8.1 System Configuration Guide - Mar 2024
KeyedIn V8.2 System Configuration Guide - Jun 2024
KeyedIn v8.3 System Configuration Guide - Oct 2024
KeyedIn Product Help
Administration
Action Types
Action Types - Adding and Maintaining
Action Type Custom Fields tab
Action Type General tab
Action Type Grid Fields tab
Action Type Options tab
Action Type Resources tab
Action Views
Action View Action Types tab
Action View General tab
Action View Languages tab
Action View Login Groups tab
Activities
Activities - Adding and Maintaining
Activity Audit tab
Activity General tab
Activity Restrictions tab
Activity Timesheet Custom Fields tab
Adjust Cost and Charge Rates
Adjust Rates Filter Restrictions tab
Adjust Rates General tab
Adjust Expense and Timesheet Exchange Rates
Adjust Exchange Rates Filter Restrictions tab
Adjust Exchange Rates General tab
Administration Processing
Benefit Types
Benefit Types - Adding and Maintaining
Benefit Types Audit tab
Billing Price List
Price List - Adding and Editing
Categories
Categories - Adding and Maintaining
Categories Audit tab
Changing Passwords
Clients
Clients - Adding and Maintaining
Client Account Account tab
Client Contacts tab
Client General tab
Client Notes tab
Client Projects tab
Client Security Groups tab
Client Groups
Client Groups - Adding and Maintaining
Client Group Audit tab
Client Group General tab
Client Group Notes tab
Code Converter
Contacts
Contacts - Adding and Maintaining
Contact Audit tab
Contact General tab
Contact Notes tab
Costs and Charges
Costs and Charges - Adding and Maintaining
Cost and Charge General Details
Cost and Charge Restrictions
Cost Centers
Create Contract
Creating Data Templates
Currencies
Currencies - Adding and Amending
Deliverable Types
Deliverable Types Audit tab
Deliverable Type Custom Field tab
Deliverable Type General tab
Department/Team
Department/Team Financial tab
Department/Team General tab
Exchange Rates
Exchange Rates - Adding and Amending
Expense Types
Expense Type Custom Fields
Expense Type Defaults tab
Expense Type General tab
Expense Type Restrictions
Locations
Logins
Logins - Adding and Maintaining
Login - Administration
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Login Permissions
Login Proxy Logins
Login System Roles
Login Groups
Login Groups, Project Levels tab
Login Groups - Filters tab
Login Groups - Logins tab
Login Groups - Notifications tab
Login Groups - Reports tab
Login Group - Audit tab
Login Group - Views tab
Login Group Action Views Tab
Login Profiles
Login Profile, Audit tab
Login Profile, Client Accounts
Login Profile, Expense tab
Login Profile, General tab
Login Profile, Portfolio Tab
Login Profile, Project tab
Login Profile, Setup tab
Login Profile, Timesheet tab
Mitigation Plan Item Types
Mitigation Plan Item Type Custom Field
Mitigation Plan Item Type General Details
Nominal Codes (Account Codes)
Nominal Codes (Account Codes) - Adding and Amending
Processing Administration Forms
Projects
Complete Project Details
Identify Project Source
Importing Data
Projects - Adding and Maintaining
Project Attachments
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Project Charge Rates
Project Creation Wizard
Project General Details tab
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Project Planning Settings
Project Resource Override Rate
Project Restrictions
Project Security Group Details
Project Summary
Projects (Project Workflows)
Adding and Viewing Posts
Complete Project Details (Project Workflows)
Identify Project Source (Project Workflows)
Importing Data (Project Workflows)
Projects (Project Workflows) - Adding and Maintaining
Project and Template Creation Wizard (Project Workflows)
Project Attachments (Project Workflows)
Project Audit (Project Workflows)
Project Charges (Project Workflows)
Project Charge Rates (Project Workflows)
Project Collaboration (Project Workflows)
Project Configuration (Project Workflows)
Project General Details (Project Workflows)
Project Interested Resources (Project Workflows)
Project Links (Project Workflows)
Project Planning Settings (Project Workflows)
Project Posts (Project Workflows)
Project Resource Override Rate (Project Workflows)
Project Restrictions (Project Workflows)
Project Security Group Details (Project Workflows)
Template Options (Project Workflows)
Resources
Resources - Adding and Maintaining
Resource Defaults
Resource Financial
Resource General Details
Resource Interested Projects
Resource Restrictions
Resource Roles
Resource Security Groups
Resource Skills
Roles
Roles - Adding and Maintaining
Role Financial
Role General Details
Role Security Groups
Security Groups
Security Group General tab
Security Group Logins tab
Security Group Resources, Projects and Clients/Customers tabs
Selecting Administration Data
Skills
Skill General Details
Skill Resources and Projects
Configuration
Activities, Charges, Customers, Costs, Resources, Risks and Roles
Applications
Auto-Generate
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Configuration Menu
Considerations Before Activating Workflows
Currency
Custom Fields
Custom Fields Allowed Values tab
Custom Fields General tab
Custom Fields Languages tab
Display Settings
Document Management Settings
Entity Defaults
General Settings
Invoices
Invoice Templates
Log On Settings
Notification Settings
Planning Periods
Planning Settings
Project Level Settings
Project Settings
Adding and Amending Project Lifecycles
Project Lifecycles
Project Types
Adding and Editing a Movement Permission
Adding and Editing Movement Conditions
Adding and Editing Movement Updates
Adding and Editing Project Type Identification Details
Defining Project Type Details
Maintaining Project Type Tab Content
Project Type Fields
Project Type Settings
Project Type Web Hooks
Project Type Workflow Conditions
Project Type Workflow Notifications
Project Type Workflow Permissions
Project Type Workflow Updates
Project Workflows
Activating Workflows
Workflow Statuses
Adding and Editing Status Movements
Workflow Status Movements
Project Workflow Settings
Report Settings
Restrictions
Scheduled Jobs
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Scheduled Reports
Scheduled Reports General tab
Scheduled Reports Recipients tab
Screen Labels
Security Group Settings
Setting Up Workflow Details
Single Sign On
Strategic Planning
Strategic Planning Actuals tab
Strategic Planning Deliverables tab
Strategic Planning Forecasts tab
Strategic Planning Views tab
Time & Expense Settings
Web Hooks
Adding and Editing Web Hooks
Workflow Notifications
Adding and Editing Workflow Notifications
Working Times
Working Time Calendar tab
Working Time General tab
Working Time Summary tab
Custom Dashboards
Dashboards
Expenses
Accessing Existing Claims
Adding and Maintaining Expense Data
Amending and Accepting Expense Claims
Claims tab
Expenses
Expenses tab
Paying Expense Claims
Submitting an Expense Claim
Submitting a Claim
My Work
My Work
My Work Approvals tab
My Work Home tab
Overview
Multi-Currency Processing
Overview
Portfolio
Portfolio
Portfolio Analysis
Adding and Maintaining Portfolios
Comparing Scenarios
Portfolio General tab
Portfolio Projects tab
Portfolio Sharing tab
Portfolio Weightings tab
Scenario Analysis tab
Scenario Capacity tab
Scenario Portfolio tab
Viewing Scenarios
Portfolio Kanban
Changing the Workflow Status
Kanban Configuration
Processing the Kanban Entries
Projects
Task and Dependency Planning (Enhanced Gantt)
Exporting Plans to Microsoft Project (Enhanced Gantt)
Task Board - Setup and Configuration
Task Board
Adding Board Columns
Conditions Required to View Summary Tasks on the Board
Defining the Summary Task Hierarchy on the Task Board
Deleting Board Columns
Displaying Additional Fields on the Task Board
Editing Board Columns
Enabling the Board View
Setting Up Board Columns
Summary View: Viewing and Editing Child Tasks
Switching between levels on the Board
Task Board Configuration
Task Display Symbols
Task Highlighting Options
Task Levels
Task Level Icons
Task Limits
Reports and Widgets
KeyedIn Configuring PowerPoint Templates - Adding a PowerPoint template
PDF Output Options; including Preview mode and Watermarks
Using IFrame Widgets
Resourcing
Adding and Editing Project Supply
Adding and Maintaining Assignments
Adding Team Supply
Altering the Data Content
Altering the Data Content (Combined Resourcing)
Auto-fill Supply
Capacity
Capacity (Combined Resourcing)
Changing the Data Shown
Changing the Data Shown (Combined Resourcing)
Dynamic Demand Modelling
Finding a Suitable Resource
Processing in Combined Resourcing Mode
Processing in Scheduling Mode
Processing in Strategic Planning Mode
Requests
Request Mode Operation
Resource Plan (Combined Resourcing enabled)
Resource Plan (Combined Resourcing not enabled)
Resource Search Criteria
Resource Search Departments/Locations
Resource Search Resources
Resource Search Results
Resource Search Roles
Resource Search Skills
Resourcing
Saved Searches
Supply Input Actions
Supply Mode Operation
Team Bulk Supply
Using the Edit Supply Tool
Using the Supply Adjust Tool
Searching For Data
Search
Timesheets
Adding and Amending Timesheet Rows
Adding and Maintaining Timesheet Data
Line Manager Approvals (Submissions Disabled)
Line Manager Approvals (Submissions Enabled)
Project Manager Approvals
Timesheets
Timesheet Approvals
Timesheet Entry
Timesheet Search
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