Highlights
New Features
Actual Costs and Forecasts (Progress) | Progress Forecast and Actual column sorting, totals and filter by project or stage |
Display actuals to date in the Forecast progress screen | |
Updating Actuals for Initiatives in the Active Stage | |
Progress entry UI - remove upload grid and include reference value columns in export | |
Group currency and hierarchical functionality for Forecasting | |
Audit Trail | System Audit log |
Data Security | Auth Group by Area |
Date and Time conversions | Custom accounting date field type and UI control |
Financial Analysis | Refine Units of Measure implementation |
Forecasting | Inclusion of Drafted Initiatives in Forecast Transaction |
Import & Export | Allow Custom Fields to be populated in the Excel upload of proposals and projects |
Initiatives | KPI Data Migration - Enhance Project Upload to update benefit score |
Portfolio Mgt | Enable targets to be entered for a planned budget version even if not open |
Planning Level sponsor to have visibility of all related initiatives | |
Enable Portfolio Planning report even if portfolio requests are deactivated | |
Reporting | Enable Financial Analytics by Reporting Period |
Update analytics from RDS for Actuals and Forecasts | |
Control Subtotals in the Analytics Reporting | |
Persist and clear filters in Financial Analytics | |
Security | Configuration Changes Audit Log |
User Management | Audit trail of user management updates |
Authorization Group and User Admin Usability improvements |
Corrections
Actual Costs and Forecasts (Progress) | Approved Amount Updating in Actuals |
Approved Value in Actuals Transaction Missing | |
Attachments | Disable deleting attachments from snapshots |
Configuration | De-emphasise Initiative Classification in Initiatives |
Financial Analysis | Disable estimate editing if a FA is assigned |
Discounted Cashflow Report Period Correction | |
Import & Export | Date Format of Exported Initiative Analytics File and Export Button |
Initiatives | Project Upload Time Zone |
Parameterisation | Differentiate Local and Global Parameters |
Reporting | Analytics not loading in China (via local internet) |
Excel Export For Financial Analytics | |
Make ID a dimension not a key figure in Financial Analytics | |
Correct currency formatting in Portfolio Preview Report | |
Scoring Matrices | Displaying N/A for Payback periods which are 99 |