What's New - October 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 | October 6 |
System released to sandbox environments | October 13, 10 PM - 1 AM PT |
System released to production environments | October 20, 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.
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. - Please activate your permissions as soon as possible, either after you auto-migrate or create your own profiles. - We will start auto-migrating and activating customers on October 21. You will receive notification 2 weeks in advance of your migration date. - See Permission Migration FAQs - See Known Issues |
GA |
Winter is Coming! Migrate Your Permissions! Using Profile-Based Permissions for Projects Using the Permissions Explorer Additional Features/Updates with June Release
|
|
Profile-Based Permissions Reporting |
- Available to users with administrative privileges - Ability to report on all entities for which the current resource has at least one permission - Ability to report on resources who have at least one permission on this entity |
GA | Reporting on Permissions | |
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 - October | Configure KPI Trend Fields (Beta) | |
Create/Download Help PDF |
- Allows you to select pages from the online help, and then generate and download a PDF. - Gives customers the ability to have a PDF so you can edit and create custom documentation for your organization. - Currently a 50 topic limit. - For those of you reading closely, we also added a What's New menu item to the Help menu, which takes you directly to the release notes (this page). You don't have to search for it in the Success Center any more :) |
GA | Downloading the Online Help | |
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 |
|
Support for Multiple Grid Views (now GA) |
- Ability to create and save different grid layouts, or views, for all entities that support categories - Enabled in sandboxes - Available on request in production prior to October release (enter support ticket) |
GA - October |
See Customizing the List Contents by Category | |
Filter-based Groups (now GA) |
- Ability to populate groups with the results of a resource filter. - Enabled in sandboxes - Available on request in production prior to October release (enter support ticket) |
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
|
||
COMING SOON |
||||
New Theme!!!! | Unveiling at Horizons! | |||
Community Portal Retirement/Upgrade | Will be replaced with a new discussion forum. | December | ||
KPI Data Reporting | Beta target - December | |||
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 |
---|---|---|
Admin | 1758010339 | Fixed. The Implied Status lookup list now includes an ID for the 'Closed' value. |
Alert, Timesheet | 1757739273 | Fixed. "Unsubmitted but not overdue" timesheets alerts are not generated for users who manually submit the time sheet before the time specified in the alerts page. |
Alert, Resource Staffing | 1757790999 1745230418 |
New. There are three new project staffing alerts: Staffing Creation, Staffing Modification, and Staffing Deletion. These alerts can be used to notify the project owner, staffed resource, and resource supervisor when a resource is initially staffed to a project (either via a staffing request or if staffed directly) and when any changes are made to an existing staffing entry. |
Cap & Demand | 1757928831 1757842760 1757973579 |
Fixed. Resources no longer have duplicate entries in capacity & demand reports. Previously, if a resource was allocated twice under a single role, they appeared twice in the report, although project and role totals were correct. |
Dashboard | 1595739368 | New. A View Published button to the left of the View button and a View Published context menu option are available in the dashboards list if the selected dashboard has been published. Note that this displays the last published version of the dashboard; if you want to rerun the dashboard, use the View button, or the View menu option. |
Dashboard | 1758029200 1757855929 1758045451 |
Fixed. Gantt reports that are included in dashboards are sized correctly according to the selected size. Users no longer need to expand and restore the dashboard to jiggle the Gantt chart to the correct size. |
Dashboard, Publishing | 1758162613 1758179453 1758179039 |
Fixed. Published Dashboards using the access code method of authentication are working as expected. Released October 27, 2017. |
Dependencies | 1757763400 | Fixed. Task titles that include a quotation mark (") can be used in dependencies. Previously, these tasks resulted in an error when the dependency was updated. |
Filter | 1758006715 1757866150 1757938841 |
Fixed. Users can successfully build a filter using an existing filter and the "does not match" condition. Previously, an error was thrown after clicking Save. |
Filter | 1758070327 | Fixed. Filters created with standard or custom money field return expected results. Previously, there was an issue with the $ sign being editable and then being saved as part of the filter, causing the filter to fail. |
Help | 1757855169 | New. New online help download facility (see New Feature Matrix). |
Permissions | 1757793174 | Improved. When adding members to project teams along with their profiles, you can now hover your cursor over the profile names to view their descriptions. This will help the user determine the purpose of each profile (remember to write good descriptions!). |
Permissions | 1758070002 | Fixed. The Permissions Explorer is available to members of Admin standard group only. |
Permissions | 1758068056 | Fixed. Profile permissions prevent user from associating project with department unless user is member of standard Org group or on the team of the department with Can Create Parent Relationship with Project permission. |
Permissions | 1758015246 | New. The Owner profile created from the project permissions migration will now include Delete permission on tasks, issues, baselines, notes, and attachments (matching legacy permissions for the project owner). |
Permissions | 1758036304 | New. The Edit Unit Association permission has been added to the Permission Hierarchy on Admin/Permission Profiles. When selected, this permission allows a user to create an association between a project and a unit. |
Permissions, Project |
1757974714 1758015097 |
New. Edit Details permission for projects has been "unchained" from other project section permissions, where possible. For example, when you enable Edit Details, the Edit Staffing permission is not enabled by default, but can be manually enabled by the user. |
Permissions, Request | 1757810556 | Fixed. When creating an item from a request, if the user does not have Create permission for the item, the Create Item button will not be available after the user approves the request. If the create action initiates automatically, a message appears informing the user that the appropriate permissions are needed. Previously, a white screen displayed if the user did not have the required permissions. |
Project | 1757807838 | Fixed. When creating a project from a template, project start and end dates are carried over to the new project. |
Project | 1757752351 | Fixed. Special characters in project titles are being interpreted correctly by filters. Previously, some projects were not returned in filter results due to a special character in the title. |
Project | 1757900144 1757974725 |
Fixed. (IE 11 only) Baseline details are displayed after clicking on the baseline title. Previously, after clicking the baseline the page refreshed, but the Details were not displayed. |
Project, Task | 1757998665 | New. Gantt settings now available for project and task Gantt charts (similar to the settings for the Gantt report). Click the Configure Settings gear icon at the top of the project or task grids. |
Project, Tasks | 1757992532 | Fixed. T&E users can successfully update HTC from timesheets and task schedules. |
Project, Resource | 1757838203 1757768178 |
Fixed. Inactive/terminated resources can no longer be configured as Alternate PM Timesheet Approvers or Immediate Supervisors. |
Publishing | 1745228704 | Fixed. After clicking on the link to a dashboard that is no longer published, a message displays to inform the user. |
Reports, Issue | 1757854741 | Fixed. Bulleted points now print correctly from entity grids for fields with display type of String. Previously, items with bullet point formatting were cut off. |
Reports | 1757786387 | Fixed. Report sorting is working as expected - if Alphabetical selected for a tertiary sort, then the field sorts in ascending order. |
Reports | 1757979732 | Fixed. Project Team Member reports return the team member IDs generated when project profile permissions are enabled. Previously the legacy team member ID was returned. |
Reports | 1757999005 1758017902 1758079267 |
Fixed. Various report performance issues have been addressed, including Resource Planning reports and Audit History reports. |
Reports | 1758047321 | Fixed. Portfolio hierarchy reports that use filters that contain the "any" operator render the expected results. Previously, portfolios that did not meet the filter criteria were appearing in report output. |
Reports | 1758062436 | Fixed. Labor/Non-Labor reports are working as expected and no longer throw an error in a specific use case with task-level planning projects only. |
Reports | 1758179815 1758179534 |
Fixed. Timesheet Entries Summarized by TS Period filters data correctly when filtering on Timesheet Period Start Date. Released October 27, 2017. |
Requests | 1745211169 1745268568 1758184762 1758185005 |
Fixed. The error message that appears if a users enters a non-integer value in an integer field on a request, the message can be dismissed. Previously, the message kept reappearing until the user closed the window. |
Resource Staffing | 1595780115 | Fixed. When using centralized staffing, after invoking the Staffing Entry modal, the project ellipsis displays a list of projects, as expected. Previously, after clicking the ellipsis, no projects were returned and the system seemed to hang. |
Resource Staffing | 1757842833 | Fixed. The Disable Alerts resource setting now include centralized staffing alerts. |
Resource Staffing, Alerts | 1758037171 | Fixed. The page that appears after clicking a staffing request email alert now displays a Resource button that allows the user to return to the Resource Staffing page. |
Resource Staffing, UI | 1757767120 | Fixed. (IE 11) After clicking 'Add Resource to this role' icon, the editor no longer collapses after a brief period of time. |
Task | 1757934742 | Fixed. When entering scheduled hours for a task, the mouse cursor is stable (does not wiggle or wave) as the user clicks into the Hours field. Previously, the cursor was difficult to control and let to user input errors. |
Task | 1758006329 | Fixed. Task grid columns no longer change width (shrink) after adding/removing columns. |
Task, Import |
1757827512 |
Fixed. Child tasks are placed under the correct parent after importing an MSP project. Previously, some of the tasks were assigned to the wrong parent and the dates were modified |
Task, Resource Staffing |
1757717619 1757946839 |
New. The automated behavior of HTC has changed. HTC continues to be automatically populated the first time Scheduled hours are entered at task level. In addition, if there are no actuals and a user changes Scheduled hours (AND prior to the change Scheduled Hours still matched HTC), then HTC will be updated to continue to match scheduled hours. |
Timesheet | 1594898700 | Fixed. Adding an entry note on timesheet now defaults to the date in the cell that currently has focus in the timesheet. For example, if your cursor is in the cell for the 7/24 entry, when you click Add Entry Note, the default date will be 7/24. |
Timesheet | 1593958408 | New. A "Total Hrs" field has been added to the Approvals/My Timesheet Approvals grid. |
UDF |
1758068896 |
Fixed. When mapping a UDF text box field from a request to an issue (project log), the correct values appear in the newly created field. Previously, a numeric value was displayed instead of the text. |
UI | 1757855394 | Fixed. Sorting entities by title now correctly does not distinguish between upper- and lower-case letters. |
UI | 1757875279 | New. Sandbox environments now display "Sandbox" in the browser footer to help users quickly identify which environment they are working in. |
UI, entity grids | 1758167959 1758167959 |
Fixed. In Configure Columns dialog, the Move Up button is now active when a field is selected. Released October 27, 2017. |
WS API | 1757934936 | Improved. The API session timeout threshold has been increased to 10 minutes. |
WS API | 1758064153 | Fixed. (API) When updating issue assignee via the API, with profile-based permissions for projects enabled, the API call will no longer return an error if the assignee was not on the legacy project team. |