What's New - November 2017
Release Schedule
Click here for an overview of the Innotas release process.
The table below lists this month's product release dates.
What | When |
---|---|
Release Notes published | November 3 |
System released to sandbox environments | November 10, 10 PM - 1 AM PT |
System released to production environments | November 17, 10 PM - 1 AM PT |
Releases are deployed during the standard maintenance windows, which are Fridays, 10 PM PT - 1 AM PT.
Reminders
- Features that are ready will enter GA status in the first month's release of each calendar quarter: January, April, July, October. There will be an occasional variance from this schedule. You can enter a support request to move a beta feature into your production environment.
- You can request that beta features, such as additional % complete methods, be enabled in your production environment by entering a support ticket.
Changes to Color Palette
The color hues our system used for certain colors, particularly red, green, and yellow, were recently updated to fit in a more modern color palette. We will be running a migration with the November release to update the color palette for lookup lists. This migration will check the current color - if it has not been customized, it will be replaced with the "new" color. If the color has been customized, the migration will ignore it.
In the meantime, if you run across areas where your colors no longer match and you don't want to wait for the migraiton, you can update the color definitions of your UDFs to use the new colors shown in the table below:
Color | Old | New |
---|---|---|
Red | #ff0000 or red | #ad3633 |
Green | #008000 or green | #528053 |
Yellow | #ffff00 or yellow | #fac80a |
This is also described in the FAQs.
New Feature Matrix
Available |
Notes |
Status |
For more information… |
|
---|---|---|---|---|
Profile-based Permissions for Projects |
- We sunset the legacy permissions model with the October release. - After the October release, new features and fixes will be delivered against the new permissions model only. We have started auto-migrating and activating customers, and plan to complete the first pass on December 16. You will receive notification 2 weeks in advance of your migration date. We will set up a final migration date with any customers who have not migrated as of December 16. - See Permission Migration FAQs - See Known Issues -See Updated Owner Profile Behavior in next row |
GA |
Winter is Coming! Migrate Your Permissions! Using Profile-Based Permissions for Projects Using the Permissions Explorer Additional Features/Updates with June Release
|
|
Updated Owner Profile behavior |
Currently, an entity owner has implicit full View/Edit permissions on the entire entity, with the ability to add the Delete permission. (Implicit means they are not granted via a profile with an Owner rule.) In response to customer requests, with the November release, the implicit owner permissions have been winnowed down to edit/view the entity's Details tab/section. You can now choose to grant the owner additional permissions, such as view/edit project staffing/tasks/issues, etc., by checking those permissions in the owner profile. For those of you already using profile-based permissions, there will be no changes made to your profiles. You can choose to edit your Owner profile to adjust permissions, if you'd like. |
Implied Permissions for Entity Owners | ||
New Theme |
A new theme, called Planview, is now available. This theme brings Innotas into the Planview visual family. In addition to the Planview - Blue and grey version, there are also Compact and Presentation versions. We encourage you to start using the new theme! The existing Innotas theme will be deprecated some time in 2018. |
Changing the UI Theme | ||
Report Changes and Additions
|
|
Note that for Crosstab reports, drilldowns to entities work a little differently than for other other report output types. See Example Crosstab Report |
||
KPI Data Collection Configuration UI |
- Provides ability for administrators to identify the trend fields to collect data for. This feature will be ready in advance of reporting capabilities in order to collect data to report on. - Note for customers in Canada only: We are leveraging AWS Athena Services for Trending Reporting. This service is not yet available in the AWS Canada Region. The stored trending data and query service for the customers in Canada (S10 Segment) will therefore be provided by AWS in Dublin, Ireland. Canadian customers who do not wish to have their trend data stored outside Canada should not use this feature. We will notify you when AWS Canada has this service available. For customers in all other regions, trend data is stored in the same region as your regular Innotas data. |
Beta - current GA - January |
Configure KPI Trend Fields (Beta) | |
Additional methods for calculating % complete for projects and task (no change) |
- Now four different types of calculations:
- Ability to choose calculation method per project - Enabled in sandboxes |
Beta - current GA - January
|
Documentation: Calculating Project and Task % Complete (Beta) Video: Play recording |
|
Strict XSS Protection (no change) |
- New field on Admin/Organization/Info - Disabled by default - When enabled, supports basic HTML sanitization |
Beta - current
|
||
COMING SOON |
||||
Community Portal Retirement/Upgrade | Will be replaced with a new discussion forum. | December | Community Portal Retirement/Upgrade | |
KPI Data Reporting | KPI Trend report source | Beta target - Q1 2018 | ||
Project-level Financial Entries | Allows users to enter expenses at the project level. | Beta target - Q1 2018 |
Release Notes
Function Area | ID | Release Note Descriptions |
---|---|---|
Alert, Resource Staffing | 1758041772 | Fixed. When using centralized staffing, the resource supervisor now receives a staffing alert when the resource is proposed. |
Alert, Timesheet | 1758206810 | Fixed. Timesheet alerts for unsubmitted but not overdue timesheets now work as expected. |
Dashboard | 1758068484 | Fixed. The Dashboard grid can be sorted correctly by the Description column. |
Dashboard, Reports | 1758166792 1758049248 |
Fixed. Gantt charts that are included in dashboards can now be maximized. |
Import | 1758038013 | Fixed. When importing projects, if no value is included for % complete, the default of 0, representing Timesheet Actuals, is used. |
Permissions | 1758038960 | Fixed. On Admin/Permissions, when all permissions in a branch are selected, the parent node shows a checkbox. When some of the permissions in a branch are selected, the parent node shows a hyphen ('-'). Previously, this was working intermittently. |
Permissions | 1758184276 | Fixed. When creating projects from templates, the permissions checking on each side is temporarily waived. This means that all elements that are selected to be copied from the template to the new project will be copied, regardless of the permissions granted the project creator or the resulting project owner. |
Permissions | 1595226021 | Improved. The Manage Dependencies button is disabled unless the user has Project > Edit > Tasks permission. Previously, a user without the appropriate permission could invoke the dialog, but would receive an error message when saving. |
Permissions, Tasks | 1758149577 | Fixed. Task owners can add attachments to the tasks they own. Previously, task owners needed project>edit>task permission to add attachments. |
Portfolio | 1758174190 | Fixed. When viewing a portfolio in Chart view, updates to the portfolio's properties (on Details or Finances tab, for example) are saved immediately, as expected. Previously, the system would hang while saving, requiring a refresh to see the updated values. |
Project | 1745254948 1595453633 |
Fixed. The project Staffing contour interval is maintained after users navigate away from the page and then re-enter it. |
Project | 1745290989 | New. When using the project Staffing page, column sizing is persisted both when the contours are displayed and when the contours are not displayed - the 2 states are persisted. |
Project | 1757946752 | Fixed. When exporting an Innotas project to Microsoft Project (MSP), any actual hours are transferred to the MSP file as expected. |
Project | 1758153149 | Fixed. You can now sort on the permission profile name in the project Team: Profile-Based Permissions page. |
Reports | 1595199113 1758192513 |
New. Crosstab list reports now support drilldown to the entity. |
Reports | 1758075946 | Fixed. If you configure a column chart to include a target line, the report can be displayed in 3D only. The 2D option has been removed when a target line is included. |
Reports | 1758087158 | Fixed. CapEx and OpEx values are returned correctly in reports based on the report source All Summary Tasks on a Project. |
Reports | 1758310641 1758314906 |
Fixed. Various reports that use sorting now render correctly. Released November 22, 2017 |
Reports | 1758308860 |
Fixed. Reports based on the All Expense Entries report source are now rendering correctly. Released November 22, 2017 |
Reports | 1758308921 1758320456 1758320573 1758352932 |
Fixed. Exported crosstab reports generate pivot tables as expected and render correctly. Released December 1, 2017 |
Reports, Dashboard | 1758052339 | Fixed. When printing dashboards to PDF, the Status Comments fields are now spaced/scaled correctly in the printed output. |
Reports, Task | 1758105442 | Fixed. Aggregate functions for the Scheduled Hours field are now available on all task level report sources. |
Requests, Projects | 1758076002 | Improved. When creating a project from a request without the appropriate Create Project permission, the system now throws an accurate error message. |
Resource Staffing | 1758175883 1758152947 1757993296 1757974554 1595169242 |
Fixed. After creating a staffing allocation, the screen no longer jumps/puts focus at the top of the page (both the project Staffing and resource Staffing screens). |
Scoring, Project | 1757866003 | Fixed. The Print scoring option in the project Scoring section outputs the same data as appears on the screen. Previously, there was a discrepancy between what was on the screen and what was in the printed report. |
Task | 595659652 | New. When printing the task grid and Gantt chart, there is now an option to indent task titles (same as feature in Gantt reports). |
Task | 1758291360 |
Fixed. Can edit milestone tasks from the right-hand side. Released November 22, 2017 |
Task, Resource | 1758142445 | Fixed. Resources can be unscheduled from a task and subsequently deleted, provided they are not members of the project team. |
UI | 1758052124 | Fixed. Entity grid (projects, tasks, etc.) layout is sticky - if you hide/show/move/resize columns and then navigate away, when you return your grid will be how you left it. |
UI | 1758014678 | Fixed. When using the bulk editor, text changes made in the rich text editor (invoke by clicking the ellipsis) are saved as expected. Previously, edits made in the rich text editor were not saved. |
UI, Reports | 1758179719 1758179743 |
Fixed. We rolled out a new color palette in September. With the November release, we will be running a migration to update the color palette for lookup lists. This migration will check the current color - if it has not been customized, it will be replaced with the "new" color. If the color has been customized, the migration will ignore it. |