Changelog: Winter release 2022

Highlights of the new teamspace version

• Project portfolio with virtual milestones — combine several projects into a common, optimal outcome.
• Hybrid project management — combine classic project structure with agile delivery methods.
• Task manager — keep an overview of your personal tasks or those of your team.
• Microsoft Single Sign-On with Azure AD — no more double logins.

Highlights of the changelog

New features

• Agile project management with sprints
• Task manager bundles all pending tasks (work packages, resubmissions, validations, …) in one place
• Single sign-on with Microsoft accounts (Azure AD)
• Excel reports more customisable: time format (minutes, hours, days) and file name settable
• A welcome screen prompts the check-in
• The break screen shows the running break duration

Improvements and new features

• Horizontal inheritance of project roles
• Contact picture uploadable on contact creation
• Alarm can be set up when creating a CRM activity
• A ticket for participants can be created from an appointment
• Incoming-invoice creation from a ticket conveniently adopts an attachment as reference document
• Many reports offer an “I” widget for the user filter
• Element input fields (“three-dots fields”) show recently used elements
• Custom fields of type “inherit from main element” for projects and organisations
• Sales-opportunity report can be built by creation, modification or revenue-start date
• Sales-opportunity list shows additional contact info
• External document number on incoming invoices
• Invoice date is set on validation
• New “Capacity planning” column in work-day lists
• New “Unit price invoice pos.” column in project-time lists
• New “Ticket” column in document lists
• Contract time as booking suggestion for project time tracking
• Project framework data editable via bulk select
• Improved permission editing via bulk select in several modules
• Rejected cost items have the searchable/filterable status “Rejected”
• Contact list in campaigns has customisable columns
• Display name of employees can be shown and exported in the HR employee list
• Lists in the project detail manager more consistent in showing elements from underlying project structure
• Ticket lists filterable by customer aspects
• Employee preview card shows whether the employee is external
• Working-hours formatting uses the configured thousands separator
• Better display of half leave days in calendar overviews like “My colleagues”
• Overtime chart display improved: with yearly rules only, the December behaviour is clearer
• Performance of the capacity analysis improved

Bug fixes

• Various multi-window issues fixed
• Heading in the project list of a capacity no longer re-translated incorrectly on every refresh
• Better searchability of board entries that inherit their title from the linked element
• Break-rule bug that produced an invalid working time fixed
• “Deviation from order” column in post-calculation rounded too imprecisely in rare cases
• Effort-based positions on “individual period” billing apply the maximum billable effort correctly
• Editor selected in the document creation dialog occasionally wasn’t carried over — fixed
• Notifications no longer disappear when switching to “My colleagues”
• Language in campaign mails now applies to replacement fields too
• Calculated work costs shown again in invoice activity records when in draft
• Custom-field type restrictions applied correctly in creation dialogs
• Currency picker on project creation works correctly again
• Various issues with retroactive project-team/capacity sync fixed
• CRM activities can be copied without losing their type
• Contact categories rendered correctly in master data
• Mail header/footer no longer adds extra spacing on forwarding
• Sum-value display in multi-row table columns counter-intuitive in certain cases — fixed
• Display issue with negative billing deviation in “Future revenue” fixed
• Birthday display issue in colleague overview fixed
• Initiator of an open item in a project template is removed on project creation
• Description in element-type menu tiles displayed correctly
• “Create open item” action available in the project detail manager’s “Open items” view toolbar
• Organisation lists accessible after user switch with restricted CRM permissions
• Break-rule configuration no longer required the project time-tracking module

Read on

• Solutions
• Pricing
• Feature overview

Reviewed in a requirements check

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