Highlights
New Features
Actual Costs and Forecasts (Progress) | Custom Forecast Template |
Enhanced validations on Actual Cost upload | |
Forecast Roll Forward | |
Progress Screen Reference Column Configurability | |
AI Artificial Intelligence | Updated Idea AI assistant |
Enable Executive Summaries to be automatically generated by AI | |
AI re-write capabilities | |
AI assistant query support | |
Category Assignment | Link Categories to investment Reasons |
Enable excluseive sub-category assignments | |
Configuration | Configurability of Standard Field Status as Required |
Default Start and Capitalization Date based on Budget Year | |
Include View Functionality on the Org Structure | |
Custom Fields | Allow for additional fields status (incl display only) to be set by stage |
Dashboard | Make loading spinners less prominent |
New User Dashboard | |
Financial Analysis | Ability to export the classification view to excel |
Foreign Currency Translation | Monthly Forecast Exchange Rate |
Portfolio Mgt | Ability to search for an area on the portfolio review and approval screens |
Capital forecast for Budget allocation based on forecast | |
Enable export/import of budget targets | |
Hide Portfolio Request for Managers | |
Optimization of Portfolio Request selection screen performance | |
Portfolio Approval - Close Button | |
Portfolio Approval - Save Layout Functionality | |
Portfolio approval budget over-ride | |
Reporting | Append Project ID Field to Analytics and Progress screens |
Distribute Budget and Approved amounts evenly if not within project dates | |
Financial Analytics Filter by Project | |
Include initiatives in Financial Analysis at Draft status and reflect Returned items correctly | |
Include Proposals in financial analytics at Budget Requested stage | |
Initiative Analytics - Additional Fields - bring through description | |
Initiative Analytics to include option level custom fields | |
User Management | User Admin Enhancement |
Notification Log | |
Workflow | Email error handling and reporting (notification logging) |
Corrections
Active Stage | Unable to navigate to prior stages from the active stage |
Authorisation | Auth Groups - prevent duplicate description |
Initiatives | Start and End Capitalization Date Error being triggered incorrectly |
Reporting | Initiative Analytics page slow to load |
Initiative count in All Initiatives | |
Initiatives Excluded from Portfolio Management are not visible in My Worklist |