Highlights

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New Features

AI Artificial Intelligence

Rewrite text field

Audit Trail

Audit Log for Financial Analysis Addition or Removal

Notification audit log for approval reminder and endorser email

Authorisation

Authorization Group for Pools

Cashflow Reporting

Cashflow Analytics

Cashflow Progress Entry

Default Cashflow Configuration

Collaboration

Enable Collaborators to Action initiatives like Persons Responsible

Configuration

Renaming of Fields

Custom Fields

Enable Placeholder text configuration for Custom Fields

Dashboard

Direct project navigation from Dashboard

Date and Time conversions

Date handling in Excel Upload

Financial Analysis

Extended Duration ROI

Financial Analysis - Autosave while populating

Financial Classification and Leases in excel file for FA

Hide Parameters view tab in Financial Analysis until needed

Import & Export

Export option in Portfolio Comparison

Initiatives

Adjustment Only Initiatives

Printout formatting and layouts

Include the ability to save global/default print layouts

Reporting

Add Investment Category to All Initiatives

Area level summary analytics including Target

Planning analytics report

Pool Project Grouping in Financial Analytics

Quick Initiative Filter in Financial Analytics

User Management

Enhance SCIM API to use OAuth

Workflow

Administrator to Area Controller Role assignment

Configuration option for switching area controller workflow task

Display Area Controller as the assignee in the All-Initiatives task list.

Corrections

Actual Costs and Forecasts (Progress)

Forecast - Plan Value Default Forecast by Period Correction

Audit Trail

Changing Investment Category and Audit Log

Dashboard

Dashboard Graph does not include DoA Business Cases

Graphs seen by managers on dashboard gives 404 when clicked

Refactor Dashboard to improve initial load performance

Financial Analysis

Financial Analysis Templates duplicate display

Initiatives

Comment section and @functionality

Deleting New Business Cases before completing custom fields

Integration

Include exclusive flag on Investment Categories on Stratex->SAP API

Portfolio Mgt

Sponsors and Managers to Access to Portfolio Planning report

Reporting

Grouping by Area in reports - remove unknown currency indicator

Technical Maintenance

Add call to replicate analysis lambda to the save FA lambda

Workflow

Email Reminders not being Sent / Received

System Incorrectly Recognizing Primary Role of Approver when Assigned Additional Responsibilities (Collaborator)

Workflow Audit Log Reflecting Incorrect Role