Changelog: Summer release 2024

Highlights of the new teamspace version

• User-specific Excel exports — build individual reports and technical exports in teamspace and export them directly to Excel. Pick exactly the columns you need based on a list type. Linked elements can also be accessed.
• Revenue forecast at position level — see future revenue not only by order or project but down to individual finance positions. Detailed insight into which services are most successful.
• KPIs and custom fields — define units for custom fields or aggregate them with sum/average. Optional protection classes and access restrictions improve KPI handling.

Highlights of the changelog

Important notes

• The 10-year-old check-in/out web service has been removed. The current HTML5 terminal is unaffected and continues to be supported.

New features

• Letter salutation configurable globally and per user
• Custom Excel exports configurable for robust technical exports from lists
• Custom fields support negative and decimal numbers; a unit can be specified
• Access to custom fields and KPIs can be restricted via protection classes (and partly group rights)
• KPI formulas can use custom-defined constants

Improvements

• KPIs in the employee module have access to more data (especially payroll data)
• Tidier list of custom fields
• “Future revenue” report can factor in the payment term
• Custom fields usable as query parameters in the API
• Write protection of project times assigned to a timesheet can be disabled
• Sub-project contacts are pre-filled to match the parent element
• Certain ticket fields editable directly in the ticket list
• Filter to find tickets without a responsible employee
• Pre-filled description of project times booked on tickets is configurable
• Project-time fields directly tied to the employee can be protected from changes by third parties
• Custom app registration possible for O365 mailbox connection
• Project times with external time value zero can optionally be passed to invoices too
• Competence levels can be displayed in a 5-star format (instead of 0–9)
• Employee tax class can be stored
• Annual salary including all special payments shown in the salary dialog and a new column in the employee list
• Files can be flagged for sending directly (without going through bulk select)
• New function to download all files attached to a ticket
• Position lists in documents reworked, now offering the usual dynamic columns
• Multiple deputies for different deputy areas can be defined
• A project can be created directly from a sales opportunity
• PDF layouts can be output as Excel on demand (graphical, not for technical processing)
• A list of appointments is available in the ticket detail manager
• “Billing type” filter in project-time lists also considers the quote position
• Additional recipients (To, CC, BCC) easier to add on documents
• Set the service recipient via the document bulk action
• SLA bar remains visible in the ticket preview card even when a due date is set
• Improved error output in the Finway import

Bug fixes

• Billing date of the document and position is now used in “Future revenue” to time-place effort positions
• Time matrix: overtime on a sickness day shown correctly
• Splitting an activity from a closed ticket no longer marks the new ticket as closed too
• Ticket activity status is no longer auto-set for mails whose subject starts with “automatic reply”
• “Reply to” option of the mail account is now applied for mail/ticket sending
• When creating an incoming invoice from a purchase order, the due date carries over correctly; the responsible can now be changed
• Check-in/out across date boundaries fixed
• Closing dialogs with the back key is prevented when form values have changed
• Project-analysis report shows revenue again — contribution margin calculated correctly
• “Payment method” field in delivery aspects of organisations now displayed correctly
• Disabled fields no longer shown in the organisation overview
• Moving and adjusting times now also releases times with order positions
• Organisation filter for customer/supplier/lead supports more combinations
• Description in the external portal is now scrollable
• Projects in PopupSelect sorted as in the structure view
• “Project” filter in the calendar tab of projects works again
• HTML rendering for the timeline in “utilisation and working-time analysis” fixed
• Rounding bug in display of open order revenue fixed
• Text and hidden positions no longer cause reordering on renumbering
• Multiple Scrive accounts supported via permission settings
• Element-type selection in new board entries hides disabled modules
• Columns in price-list article export shown again
• Notification-trigger interface now also sends the targetElement
• Backlog and sprint-log views no longer show closed or draft projects
• Start date display in weekly sprints was off by one day — fixed
• Cash-discount date is now interpreted inclusively
• Order of work packages / sub-projects when creating a project from an order respects position project templates

Read on

• Solutions
• Pricing
• Feature overview

Reviewed in a requirements check

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