Highlights
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 |







