What's New - September 2017
Release Schedule
Click here for an overview of the Innotas release process.
The table below lists this month's product release dates. The September dates are pushed out one week later than usual as we have mentioned in the July and August release notes. This is a temporary change; the October release will follow the standard schedule.
What | When |
---|---|
Release Notes published | September 8 |
System released to sandbox environments | September 15, 10 PM - 1 AM PT |
System released to production environments | September 22, 10 PM - 1 AM PT |
Releases are deployed during the standard maintenance windows, which are Fridays, 10 PM PT - 1 AM PT.
Reminders
- Instructions for creating a custom report that replicates the retired 190 report can be found here: Custom 190 Report
- 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 filter-based groups or multiple grid views, be enabled in your production environment by entering a support ticket.
New Feature Matrix
Available |
Notes |
Status |
For more information… |
|
---|---|---|---|---|
Profile-based Permissions for Projects |
- With the October release, we are sunsetting the legacy permissions model. - After the October release, new features and fixes will be delivered against the new permissions model only. - See August 28 Permissions Webinar Recording to learn about the features and benefits of this new model - The ability to migrate is enabled (not active) in all environments. This means you will see a yellow note in Admin/Permissions that describes how you can migrate to profile-based project permissions. Nothing will change automatically. - You can practice migrating in your sandbox. - You can temporarily revert the migration at least through October - even in your production environment. |
GA |
August 28 Permissions Webinar Recording Winter is Coming! Migrate Your Permissions! Using Profile-Based Permissions for Projects Using the Permissions Explorer Additional Features/Updates with June Release
|
|
Additional methods for calculating % complete for projects and task |
- 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 |
|
Support for Multiple Grid Views (no change) |
- Ability to create and save different grid layouts, or views, for all entities that support categories - Enabled in sandboxes - Available on request in production (enter support ticket) |
Beta - current GA - October |
See Customizing the List Contents by Category | |
Filter-based Groups (no change) |
- Ability to populate groups with the results of a resource filter. - Enabled in sandboxes - Available on request in production (enter support ticket) |
Beta - current GA - October |
See Creating Filter-based Groups | |
Strict XSS Protection (no change) |
- New field on Admin/Organization/Info - Disabled by default - When enabled, supports basic HTML sanitization |
Beta - current GA - October |
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COMING SOON |
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New Theme!!!! | Unveiling at Horizons! | Beta target - October |
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KPI Data Collection Configuration UI | Provides ability for administrators to identify the trend fields to collect data for. This will be ready in advance of reporting capabilities in order to collect data to report on. | Beta target - October | ||
KPI Data Reporting | Beta target - November | |||
Profile-based Permissions for Resources | Bring resources into the new permissions model. | Beta target - November | ||
Project-level Financial Entries | Allows users to enter expenses at the project level. | Beta target - December |
Release Notes
Function Area | ID | Release Note Descriptions |
---|---|---|
Access | 1757751408 | Improved. Innotas will no longer prompt for authentication via HTTP authentication (the browser popup box). Any integrations built that rely on basic HTTP authentication should continue to function. This will have no impact on customers using SAML/SSO. Additionally, the default inactivity timeout has been changed from 30 minutes to 540 minutes (9 hours) as this is more appropriate for a business application (this is configurable in Admin/Organization/Info/Inactivity Timeout). |
Alert, Timesheet | 1745248125 | Fixed. Scheduled timesheet alerts are sent to specified CC recipients. Previously, the CC recipients were not receiving a copy of the alert. |
Attachment | 1757734419 | Fixed. Public attachments - both files and links - are visible to all users. |
Dashboard | 1757758764 | Fixed. Adjustments to the monthly dashboard scheduling date are sticky. Previously, changes to the monthly date - when specifying the number of days - were not persisting after saving. |
Finances | 1757720662 | Fixed. The correct current internal rate is used when charging time to a task from the Task>Details>Log Time field. Previously, the incorrect rate was used, which resulted in incorrect cost calculations |
Groups | 1757854237 1757804262 |
Fixed. The system-maintained All Users automatically includes all users in the system; this group cannot be updated manually, and no longer displays the list of members or a count. This group is available for use with profile-based permissions. |
Import | 1757828053 1757843025 |
Improved. The error messages and UI label on the Import Data modal has been clarified around importing Excel documents with/without header rows. |
Permissions | 1757837136 | Fixed. Project team members (with profile-based permissions) can view a confidential project. |
Permissions | 1757787820 1757721814 |
Improved. The Permissions Explorer no longer displays all instances of an entity type - such as reports - if a user only has Create permission on the entity. |
Permissions | 1757794360 | Fixed. The system-maintained Full Users group cannot have users manually added or removed. Previously the Full Users group was accepting new members. |
Projects | 1757964077 | Fixed. The Project-Predecessor section now respects the Edit Predecessors permission. |
Projects | 1594041168 | New. A Color By legend now appears below the project Gantt chart when a color by field is selected. |
Reports | 1745304750 | Fixed. In cross-tab reports, the "Row" field orientation is now working correctly. |
Reports | 1757859698 | Fixed. The Reports grid can be sorted by the Description column. |
Reports | 1757871358 | Fixed. When sorting based on a lookup list, the sort order is based on the order the fields are displayed in the Admin/Lookup List screen. |
Reports | 1757888324 | Fixed. When including multi-select lookup lists in reports, the list values are separated by commas. |
Reports, Permissions | 1757903872 | Fixed. Report permissions are respected when viewing a report by URL. Previously any user who had the URL to report output could see that report output. If you wish to have another user view a report (by emailing them the link for example) please be sure that user has view permissions on the report. |
Reports, Scoring | 1757842253 | Fixed. Reports based on the Report: Scoring Profile (Project Scores by Category) now render the correct "Category Scores" heading (instead of Count) and values. When the report is exported to Excel, category scores are exported as expected. |
Reports, UI | 1757802352 | New. The report count is now displayed at the top of the report list. |
Request | 1757854553 | Fixed. Quick view cards are available for items created from a request, including Projects, Tasks, Issues, and Accounts. |
Request | 1757866840 | Fixed. Request fields accept alphanumeric values. |
Request | 1595249473 | Fixed. (IE users only) When changing the requestor on a request, IE users no longer receive the following error message upon clicking the the Requestor picklist: "Internet Explorer has modified this page to help prevent cross-site scripting." |
Request, Attachment | 1757823827 | Fixed. Attachments with special characters in their titles can be attached to requests. Previously, certain special characters were preventing the upload. |
Request, Issue | 1595165337 1757728704 |
Fixed. Members of the Org group can create issues from requests. A regression had introduced some inconsistency - existing members had the appropriate permissions, but new members did not. |
Resource Staffing | 1757699065 | Fixed. In the Resource Workbench, the top and bottom panels scroll in tandem using the << and >> buttons to scroll through contour periods. Previously, the bottom panel was not keeping up with the top. |
Resource Staffing | 1757866978 | Improved. When adding a role from the project Staffing screen, the column resizing is working better and adjustments made to the Role column persist. |
Resource Staffing | 1757887172 | Improved. In the project Staffing screen, when Contours are turned on they are visible and do not require the user to stretch the browser window or shrink the left panel. |
Timesheet, Filter |
1757798855 |
Fixed. Start Date, End Date, and Target Date fields are available when building/editing timesheet filters. |
UDF | 1757894977 | Improved. UDFs that are empty (have no value) will no longer match a filter doing a "not equals" comparison check for a date. For example, if the filter is "where 'My UDF' is not equal to '8/28/2107' ", and My UDF is empty, no result will be returned. |
UI | 1757876388 | Fixed. The Title column in any entity grid can be repositioned by dragging. Previously, the Title could only be repositioned using the Settings dialog. |
UI | 1757876426 | New. When configuring columns to appear on an entity grid, the number of columns currently displayed now appears in the Column Settings dialog (for example, "Fields displayed as columns (14 of 20 max)" ) |
UI | 1757774169 | New. When printing entity grids, the grid lines and spacing are maintained, improving legibility. |
User, Permissions, Project | 1757740590 | Improved. Based on customer feedback, we have added a User Type column to various places where you assign permissions or display permissions (such as in the Permissions Explorer). This helps the admin user assign and troubleshoot permissions, as you cannot grant a permission that a user type does not support. For example, even if granted by a permission profile, a T&E user will not be able to view/edit tasks. |
WSAPI | 1757682409 | Improved. When using the API to retrieve allocation contours, hours are no longer rounded to 2 decimal places. |