Release Notes - Summer 2015
The list below is a large portion of the major customer identified changes and does not contain all items changed or modified during this release. If you are looking for information about a specific item and do not see it below please contact support@planifi.net.
The release notes for Summer 2015 are divided into three main areas:
Major Features
Major Features are a significant new capability. These are typically requested by multiple customers and contain many individual features.
Major Features
| Feature | Key | Summary | Description |
|---|---|---|---|
| Profitability by Phase | NPA-221 | You now have the ability to view Profitability at a Phase Level. |
You can now view profitability at a phase level, as well as a way to see total fee per phase when planning an opportunity or active project. Currently, you can only do this at a project level which can be misleading on longer duration projects. |
| NPA Usability Enhancements | NPA-226 | Customer requested usability improvements | High priority customer requested usability enhancements |
| View Bill Rates | NPA-294 | Added the ability to View Bill Rates | Project manager can now view their projects in bill rates and not cost rates on a project by project basis. |
| Opportunity Management Improvements | NPA-295 | Improvements to Opportunities and PR Projects | Added key features and enhancements to completely manage a project using Project Analyzer from marketing (PR) through the opportunity phase and into production. |
Features
Features are individual components related to a major feature or a discrete request from one or more customers.
Features
| Issue Type | Key | Summary | Description |
|---|---|---|---|
| Story | NPA-13 | Ability to use probability on active projects | You can now calculate the revenue and cost projections by probability for active projects similar to opportunities. This is because when you plan assuming it's 100%, you are overstating the value of projects based on your current plans. |
| Story | NPA-14 | Support Fiscal Period in Project Tracking | Project Analyzer now supports fiscal periods for project tracking. If you use fiscal periods instead of calendar period, you can now view actuals (Red line) in Project Tracking in the calendar month in which they occur and not fiscal month This allows you to have an accurate comparison of your actuals with budget, earned, etc. |
| Story | NPA-218 | Make business development tab available on all projects | You can now type and view information in the Business Development tab on all project types. |
| Story | NPA-219 | View greater of budget vs. actual in the reimbursables pie chart. | You can now see the greater of budget vs. expenses on the reimbursable tab in the pie chart as well as utilized in the labor available calculation. |
| Story | NPA-220 | View greater of budget vs. actual in the non-reimbursables pie chart. | You can now see the greater of budget vs. expenses on the non-reimbursable tab in the pie chart as well as utilized in the labor available calculation. |
| Story | NPA-222 | Ability to break out consultants by phase | You can now break out consultants at a phase level to view project profitability at a phase level throughout the duration of the project. Currently, you can only do this at a project level which can be misleading on a longer duration project. |
| Story | NPA-223 | Segment fee by phase | You can now break fees at a phase level to view project profitability at a phase level throughout the duration of the project. Currently, you can only do this at a project level which can be misleading on a longer duration project. |
| Story | NPA-224 | Update Net Revenue Projection for Fee by Phase | |
| Story | NPA-225 | Ability to break out Non-reimbursable expenses by Phase | You can now break out non-reimbursable expenses at a phase level to view project profitability at a phase level throughout the duration of the project. Currently, you can only do this at a project level which can be misleading on a longer duration project. |
| Story | NPA-227 | Add quantity on Team Builder | Added ability to specify the quantity of team members to add to the project. Currently it is only possible to add one of each role at a time. |
| Story | NPA-243 | Support Deltek Vision 7.4 | Added ability to use NPA with Deltek Vision 7.4. |
| Story | NPA-244 | Add ability to hide tabs at the server level | You can now show or hide tabs at the server level using the System Configuration tools. System administrators can use this to manage tabs at the server level. Note: Individual users will be unable to customize tabs on a personal level. |
| Story | NPA-250 | Make it possible to move tabs in the NPA client | Users can now move the relative positions of the tabs in Project Analyzer. This will allow users to group together their most frequently used tabs, and otherwise create a more tailored user experience based on their individual needs. |
| Story | NPA-251 | Update database installer schema number | |
| Story | NPA-252 | Connection Manager - update Minimum analyzer database version | Connection Manager - Updated Minimum analyzer database version after all database updates are complete. |
| Story | NPA-263 | Enable incremental updates in DB upgrade script | Currently, running the database upgrade script multiple times on the same database will result in an error (since the script is trying to create database objects that already exist). Beginning with the 3.7 upgrade script, the scripts are aware of whether the database objects they're trying to create already exist. |
| Story | NPA-275 | Ability to break out Reimbursable expenses by Phase | You now have the ability to break out reimbursable expenses at a phase level to view project profitability at a phase level throughout the duration of my project. Currently, you can only do this at a project level which can be misleading on a longer duration project. |
| Story | NPA-287 | Update documentation for fee by phase | Added Fee by phase epic to Help. |
| Story | NPA-291 | Implement Project Analyzer client installer using Inno Setup | |
| Story | NPA-292 | Implement Project Analyzer database installer using Inno Setup | |
| Story | NPA-302 | Default the Amount column on Contract Fees | You can now set the default amount on the contract fees tab to the fee for the linked phase in the billing tab by default. This reduces the amount of data you need to enter for initial set up and maintenance. |
| Story | NPA-308 | Make Markup available on Non-reimbursable Consultants | |
| Story | NPA-314 | Actual hours don't display in Team tab or Detailed Staffing when phase source = labor code | |
| Story | NPA-320 | Reimbursable charts should include markup | |
| Story | NPA-321 | Re-create build script for use with Bitbucket | |
| Story | NPA-324 | Add Probability to PR Projects | Added a Probability feature on Promotional projects, to allow you to manage the opportunity process from start to finish inside of Project Analyzer. |
| Story | NPA-325 | Implement Integration Enhancements with Vision CRM | Added continuous integration to Deltek opportunities to manage opportunities. Currently, opportunities only come over at a single point in time via a user interface. |
| Story | NPA-326 | Populate Fields on Business Development Tab based on Vision CRM | Ability to import/populate fields as from Vision CRM to reduce double entry and streamline the process. |
| Story | NPA-335 | Show Gross Profit on Contract Fee | Gross Profit is now displayed by phase on the Contract/Fee ta by default. |
| Story | NPA-336 | Modulize Business Development Tab | |
| Story | NPA-347 | Support push deployments via command-line parameters | Added support for push deployments via command-line parameters |
| Story | NPA-361 | Demo Date selector missing from Demonstration ribbon | The "Demo Date" date selector is missing from the main ribbon in build 1740. This means that users have to edit the database directly in order to change the demo date. |
| Story | NPA-368 | Need Planned Cost to Update Automatically When Schedule Changes | |
| Story | NPA-381 | Updated Client Deployment Guide | |
| Story | NPA-382 | Updated Database Deployment Guide | |
| Story | NPA-383 | Installed new Planifi splash screen | |
| Story | NPA-384 | Updated About screen for Planifi | |
| Story | NPA-385 | Updated Project Analyzer color scheme for Uplan.to | |
| Story | NPA-387 | Enable Profitability by Phase View on the Contact Fee Tab | You can enable Profitability by Phase View on the Contact Fee Tab by selecting a drop down of the given phase. |
| Story | NPA-388 | Change label for Entire Project to Project Level on contract fees tab | Changed default label from Entire Project to Project Level on the Contract Fees tab to avoid ambiguity. |
| Story | NPA-393 | Implement Application Insights | Implemented Application Insights for usage tracking and error reporting. |
| Story | NPA-394 | Application Usage tracking | |
| Story | NPA-399 | Need Code Sign Tool | |
| Story | NPA-401 | Billing Projection: Projects Negative Numbers | |
| Story | NPA-427 | Team Builder: Support filtering by roles in selection window | |
| Story | NPA-215 | Connection Manager: Need to display a message after importing management views | |
| Story | NPA-217 | Performance improvements for "Detailed Assignment/Task Planning" forms | |
| Story | NPA-418 | Fees tab: Add summary for Probability column |
Defects
Defects are issues identified by a user or during the testing process.
Update 1: Summer 2015 Fixed Defects
| Issue Type | Key | Summary |
|---|---|---|
| Bug | NPA-314 | Actual hours don't display in Team tab or Detailed Staffing when phase source = labor code |
| Bug | NPA-427 | Team Builder: Support filtering by roles in selection window |
| Bug | NPA-465 | Resolve Issue where Non-Reimbursable consultants and expense actual values not updating by Phase |
| Bug | NPA-489 | Net Revenue: Budget percent greater than 100% which is not possible |
| Bug | NPA-490 | Project probability shows 100% in Staffing Projection |
| Bug | NPA-504 | Team Projection: Add Factor Probability on Active Projects in Team Projection |
| Bug | NPA-506 | Team / Staffing Projections : Weight projects without fees as 100% |
| Bug | NPA-281 | Crash when two users try to delete record |
| Bug | NPA-286 | Total Fee amount for "Labor (Hourly) BIlling" fee type should appear on Contract/Fee Tab - Billing Fee column |
| Bug | NPA-433 | Team Builder not working if name separator contains a space |
| Bug | NPA-435 | Crash when opening Analyzer with Tracking tab selected |
| Bug | NPA-438 | BugSplat Crash #3787: Trying to Delete Three Rows in Contract/Fe |
| Bug | NPA-440 | Crash when using "Mark as Reviewed" button on opportunities |
| Bug | NPA-441 | Crash when using "Request as New Project" button for opportunity with no schedule |
| Bug | NPA-442 | Billed amounts calculated incorrectly on Team tab |
| Bug | NPA-444 | JTD Spent @ Billing not totaling at project level and incorrect totals from billing |
| Bug | NPA-445 | Crash when loading Team tab on international systems |
| Bug | NPA-456 | Team Builder: Duplicating Assignments when using Qty |
| Bug | NPA-458 | "Planned only / Planned vs. actual" dropdown missing from Staffing Details |
| Bug | NPA-462 | Business Development : Read-only flag not set correctly on certain fields |
| Bug | NPA-464 | Connectivity: DataManagerAppAbortExceptions being logged to Bugsplat |
| Bug | NPA-467 | Removing Specific Phase Name from Non-Reinbursable to Project Level |
| Bug | NPA-469 | Changing from specific phase to project level on non-reimbursables |
| Bug | NPA-471 | Non Reimb Cons: Expanded detail phase code and discipline are reversed |
| Bug | NPA-475 | Same employee across all tasks - team tabbing correct assignments |
| Bug | NPA-476 | Billing Projection: WBS2 (Phase Code) Not Populating for Active Projects |
| Bug | NPA-479 | Net Revenue: Project Consultants not Subtracting from Fee |
| Bug | NPA-480 | Net Revenue Projection: Do Not Show Revenue on Projects with No Phases |
| Bug | NPA-486 | Crash when saving tasks (Bugsplat 4591) |
| Bug | NPA-491 | Crash when clicking "Put phase on hold" in project without phases |
| Bug | NPA-493 | Team: Bugsplat when no Value Using Delete |
| Bug | NPA-494 | Contract/Fees : Fee Type field not saved |
| Bug | NPA-495 | Business Development: Prompts for save continuously on BD tab |
| Bug | NPA-496 | Import Opportunity: Schedule not working when Phase = WBS2 |
| Bug | NPA-497 | Switching between offices doesn't refresh tab data |
| Bug | NPA-502 | Crash when loading assignment conflicts on non-US systems |
| Bug | NPA-503 | Non Reimbursable Cons: Totals at Project Level Duplicate |
| Bug | NPA-505 | Crash when saving fees with long descriptions or notes |
| Bug | NPA-508 | Overhead: Contract Fee Div by Zero Error |
| Bug | NPA-314 | Actual hours don't display in Team tab or Detailed Staffing when phase source = labor code |
| Bug | NPA-427 | Team Builder: Support filtering by roles in selection window |
| Bug | NPA-465 | Resolve Issue whre Non-Reimbursable consultants and expense actual values not updating by Phase |
| Bug | NPA-489 | Net Revenue: Budget percent greater than 100% which is not possible |
| Bug | NPA-490 | Project probability shows 100% in Staffing Projection |
| Bug | NPA-504 | Team Projection: Add Factor Probability on Active Projects in Team Projection |
| Bug | NPA-506 | Team / Staffing Projections : Weight projects without fees as 100% |
Summer 2015 Fixed Defects
| Issue Type | Key | Summary |
|---|---|---|
| Bug | NPA-238 | Unable to install NPA on systems running MalwareBytes anti-malware |
| Bug | NPA-356 | Connection Manager - Current Analyzer Database Version not being set after upgrade |
| Bug | NPA-268 | All Icons are missing |
| Bug | NPA-280 | Reimb and NonReimb – Phases not saving |
| Bug | NPA-168 | Opportunity is made inactive when I request a new project, not when I use Import from Other Error |
| Bug | NPA-246 | Add database upgrade script for NPA 3.7 |
| Bug | NPA-247 | Team Tab - Employees not appearing in dropdown |
| Bug | NPA-253 | Tab movement is not being saved when on an effort types other than regular projects. |
| Bug | NPA-256 | Import from another effort – Imported Opportunities are not being marked inactive. |
| Bug | NPA-259 | Team Tab – Start and End date not populating when project has 1 phase |
| Bug | NPA-270 | Contact/Fees – Fee Type and Agreement default to “0” |
| Bug | NPA-272 | Contract/Fees - Remove default row if the fee = 0 |
| Bug | NPA-273 | Contract/Fees – Billing Fee does not = total Fee from Billing tab |
| Bug | NPA-278 | Contract/fee tabs the total Fee amount is not appearing for projects where the fee is set to “Fee Billing at project level |
| Bug | NPA-279 | Reimb and NonReimb – Charts displaying error if there is no data from vision |
| Bug | NPA-286 | Total Fee amount for "Labor (Hourly) BIlling" fee type should appear on Contract/Fee Tab - Billing Fee column. |
| Bug | NPA-289 | Reimb-Consultants and Non-Reimb Cons – Consultant Detail Chart is not displaying consultants |
| Bug | NPA-290 | "Load Labor Template" crashes when using combined WBS2-WBS3 compatibility layer |
| Bug | NPA-296 | User settings not being set for current project and current effort type |
| Bug | NPA-298 | Opportunities - Phases are not appearing in the Phase drop down |
| Bug | NPA-309 | Make Markup available on Non-reimbursable Expenses |
| Bug | NPA-312 | System Configuration won't load when employee last name is set to "Blank" |
| Bug | NPA-313 | Crash when launching Vision if URL doesn't start with http: |
| Bug | NPA-315 | Detailed Staffing: Phase and Discipline drop-downs need to expand when needed |
| Bug | NPA-317 | Fee amounts should default to Vision billing fee amounts |
| Bug | NPA-323 | Phase follows itself |
| Bug | NPA-330 | Gross profit not working after addition of fee by phase |
| Bug | NPA-333 | Tab order not maintained based on user settings |
| Bug | NPA-334 | "Data error" dialog when adding tasks to new opportunities |
| Bug | NPA-337 | FW: Issue with "Planned Cost" on the Team Tab |
| Bug | NPA-338 | Crash when logging in as another user |
| Bug | NPA-343 | Budget amounts added to Non-Reimb Expenses appear on Reimb expenses tab |
| Bug | NPA-345 | Phase column on all tabs that include the drop down selection (Entire Project) become blue after selection. |
| Bug | NPA-355 | Opportunities/Non-Reimb Expenses - Can’t add more than one line of data |
| Bug | NPA-364 | Performance of Billing Project |
| Bug | NPA-365 | Connection Manager - Can't connect to NPC |
| Bug | NPA-366 | Team Builder: Need ability to enter two (more than one) names if qty is not 1 |
| Bug | NPA-369 | By default add querytime out option to client config file. |
| Bug | NPA-376 | Billing Projection Budget Not Totaling Based on Win-Lose Scenario Toggle |
| Bug | NPA-378 | User settings not working for Opportunities |
| Bug | NPA-389 | Build Number Not Displayed on Icon |
| Bug | NPA-409 | Unassigned consultants not being highlighted (message says they are) |
| Bug | NPA-410 | Business Development Tab Not Saving |
| Bug | NPA-411 | Active Projects: Prob column not staying Active |
| Bug | NPA-414 | Net Revenue Projections: use greater of planned vs. actual |
| Bug | NPA-424 | Tracking tab: crash when money is assigned to "Period 0" |
| Bug | NPA-149 | Opportunities- Export Schedule Tab to Excel- Fee Percent adding incorrectly |
| Bug | NPA-213 | Negative Variance in Red |
| Bug | NPA-248 | Team builder qty. - maximum quantity allowed should be 99 |
| Bug | NPA-348 | Dates cut off on Schedule chart |