What's New in Project Analyzer (Fall 2016)

Here's a summary of the new features added to Project Analyzer as part of the Fall 2016 release.

Opportunities

Add and delete phases

Project Analyzer now supports user defined phases for each opportunity on the Schedule Tab. Once you enter these phases, you can easily transfer them to the active project when the project is won using the Import from Another Effort feature.

Import Fees from Tasks Wizard

You can now create fee estimates in opportunities from planned work effort (Tasks) using rates from roles with the Task Import wizard on the Contract/Fees. Profit targets are automatically incorporated as well, making it easy to create a fee estimate to send to accounting to open a project.

Bill Rates

Enhanced support for Bill Rates including:

• Ability to link Labor Category to Roles
• Support for client specific Bill Rate tables
• Ability to view Team tab at Bill Rate

Team

Ability to plan across multiple phases using the detailed planning by selecting and optimally editing more than one phase.

Labor Available column

You can now see how much labor budget you have available for phase on the Team tab. The amount is shown in the Labor Available column. This enables planners to easily see exactly how many hours they can afford on a project and phase so that they stay on budget.

View unposted timesheet hours on Team tab

Click the Show Unposted Hours option on the Team tab.

Change default hours

You can change the hours per week from 40 hours per week using the My Settings (under File) dialog box.

Contract Fees

Ability to import from Compensation in Deltek Vision.

View profitability per phase

You can view the profitability pie chart per phase (vs. per project) by selecting a single phase (for example Schematic Design).

Tasks

Redesigned Tasks tab

Added support for:

• Employee planning by role and rate,
• Ability to identify key project items as Deliverables (and view them in Visualizer as a black diamond or Outlook as a date),
• Link Tasks to WBS3 in Deltek Vision. Linking in Planifi to a Vision enables plan vs. actual reporting at the Task level for those that need it. This level of detail is common for engineering firms but less common for Architects

Labor Budget

Each change in Team or Task plans has an impact on the overall Labor Budget. In previous versions of Project Analyzer, users had to update the Labor Budget using the Load Labor from Team or Load Labor from Task icon. This extra step is not necessary for many of our customers as they are always in sync. Added a system setting that removes the need to do this. When this setting is enabled (for the company) the Labor budget is updated automatically for each change upon save.

Projections

Significantly improved the performance of all projections especially the Team, Billing, and Staffing.

Billing Projection

Added ability to view planned dollars billings or net fees.