2023.R11 (September 10, 2023)
Release date: September 10, 2023
New features
Functional area |
Feature |
Financial Management |
Close Fiscal Month We are introducing a new capability to lock monthly project data so that changes to data in timesheets, non-labor resources, resource assignments are prevented. Cost and billing rate changes will not impact locked months. The ability to lock project data means that previously stated costs and revenues remain unchanged and more accurate forecasts can be produced. |
Goal Management |
Meeting Notes, Action Items, Decisions Meeting Notes can now be added to Objectives, Targets and Contributions. |
Controlled Availability Features
NOTE
We intend to open the following features for all customers on sandbox environments in release 2023.R12.
Functional area |
Feature |
Resource Management |
Changes to Resource Load/ Planning A new set of Resource Load and Resource Planning rules is being introduced to optimize page loading and reduce the amount of data calculated in real time in the Resource Load and Resource Planning interfaces. This change will align these functional areas with similar tools in the market and best practices for end user interactions. The product behavior will change as follows:
This change is anticipated to be effective in Production for all customers from January 1, 2024. |
NOTE
The following features will be released soon. Customers with sandbox environments who would like to enable these new features should contact their Customer Success Manager.
Functional area |
Feature |
Resource Management |
Retain Resource Capacity when Filtering Reports We are enhancing the treatment of Resources when Capacity Time Phased Data is included in a report and related to Labor or Staff Time Phased Data. There are three main changes:
The new functionality will apply only after a report is created or edited. Existing reports will behave as before until edited. |
Notices
Change to DWH Export entities selection and exported data
To prevent duplicate data from being exported, which increases the export file size, export time, and post export processing, a new set of rules and guidelines for allowing entities to be selected in the DWH UI will be introduced. These guidelines will restrict which entities can be marked and selected for export. In general, entities can be selected for either the parent entity or the specific sub-entities, but not both. Further details about the changes to the DWH configuration UI, Entities selection rules can be found here
This change is effective October 1, 2023. Customers will be required to make changes to their DWH UI entities selection and any post export processing before then.
IMPORTANT
After the change, accounts that have not implemented new guidelines will have the following behavior:
- On first access to the DHW configuration UI, a message will prompt the administrator to update the entities selection according to the new guidelines and make the necessary changes to filtering criteria and fields selection.
- In cases where no changes according to the new guidelines are implemented, the exports where duplicate parent/child entities selection exist will only contain the lower level entity (sub entity) records data.
Changes to System Settings
The following changes to system settings will take effect in November 2023. Any customer that has yet to activate either one of these settings, will have those turned on automatically.
The product behavior will change as follows:
- System Setting 17.1 Enable real-time updates will be turned on
- System Setting 17.2 Project Utilization will be turned on
Following that change the system settings will be removed from the Labs section.
Changes to Extensions
The following changes will be introduced to Extensions later this year:
- Toolbar Integration Web App will be removed
- Intact Integration Web App will be removed
- Planview Customer Community (Gainsight) will be added.