New and Improved Features in Previous Versions of Project Analyzer

Project Analyzer 3.2 | Project Analyzer 3.1 |Project Analyzer 3.0 | Project Analyzer 2.0

New and Improved Features in Newforma Project Analyzer 3.2

New Features

NPA Project Export

Project managers can now export data to a single Excel file that displays the data from every grid in Project Analyzer, including detailed assignments. Use the Export Project to Excel option, found in the Home tab of the ribbon bar.

For more information on exporting the project data to Excel, please see Export Project to Excel.

Team Complete added to Net Revenue Projection

The Net Revenue Projection will now base future revenue on the remaining Team assignments (Team Complete). If no assignments are planned the projection will be based on Schedule Complete.

For example, a project that is 50% complete with all team assignments (Team Complete = 50%) with a planned fee of $100,000 will have a net revenue projection of $50,000.

Additional Fields that can be Renamed

The Principal, Project Manager, Supervisor, Efforts and RFQ Date fields can now be renamed.

For more information on renaming fields, please see the System Configuration Labels tab.

Added Phase Start and End Dates to Tasks tab

The Tasks tab now includes the Phase Start and Phase End dates for the selected phase from the Schedule tab. This makes it easier for project managers to see if task assignments fall within the current date range of the phase.

Usability Enhancements

Time Analysis (Expanded Details)

The Show Expanded Detail - Timesheet Detail dialog box now displays the Phase and Discipline names instead of the financial system codes.

Net Revenue Projection

Summary totals are now available for all currency columns on the Net Revenue Projections tab, including the Remaining column.

Bug Tracking

Added the ability for users to add their name and a description of current activity for error reporting, enabling improved follow-up and resolution.

For more information, please see the Error Report dialog box.

Staffing Projection

Resolved an issue where assignments were not being weighted for probabilities.

Online Help

Added significant detail to recently added features, tabs and financial projections based on user support questions and feedback.

Performance

Made multiple performance improvements.

New and Improved Features in Newforma Project Analyzer 3.1

Multi-Select within Filters

All columns that contain filters now include the ability to perform Excel-like multi-select of values:

This allows users to quickly select the items they wish to view, without the need to create a custom filter.

For additional information, please see Working with the Data Entry Grid.

Schedule Change with Detailed Work Planning in Place

If detailed work planning has been entered on the Team tab and the dates for that phase change on the Schedule tab, the detailed work planning will not be lost if the duration of the phase has not changed. If the duration has been compressed, the overflow will be added to the last week of the assignment to indicate that an adjustment needs to be made to the staffing of that resource.

Cost Recalculation

When rates are updated, the Cost Recalc button in the Ribbon bar: Team Tab will update all future assignments and will highlight in blue until saved. Current assignments will be highlighted in yellow and a project manager may tab through the fields to adjust individual line items if desired.

Employee Supervisor and Default Role within Staffing Projections

Staffing Projections now contain columns for Supervisor, Role and Discipline. The Supervisor field refers to the supervisor listed in the employee record in Vision. The Role and Discipline fields refer to the default role as defined in System Configuration with the discipline related to that role. Sorting / Grouping / Filtering may be utilized with any or all of these fields as needed.

FTE or Hours on Team Projections

Team Projections now allow for the ability to toggle between FTEs (Full Time Equivalents) and Hours.

Start and Due Date on the Tasks Tab

The Tasks tab now includes both Start and Due Date columns. These may be utilized now and will be integrated with Action Items in a future release of Project Analyzer. The columns are also available for use in Management View creation.

Improvements to Existing Features

Schedule Date Changes now Sync on the Team Tab

When the dates change for a phase on the Schedule tab, the corresponding dates change on the Team tab automatically.

Management Views

Planned Labor Revenue and Planned Labor Revenue Detailed management views have now been incorporated into the general release.

New Opportunity Creation

In previous releases, if the setting for Edit Projects on the System Configuration Security tab was set to My Projects and the user created an Opportunity without indicating a project manager, the user could not edit the Opportunity. In Project Analyzer 3.1, any Opportunity a user creates will be listed as available to edit as the Opportunity will be considered to be in the "My Projects" group.

New and Improved Features In Newforma Project Analyzer 3.0

Detailed task planning

A powerful set of new tools provides project managers with the ability to schedule projects quickly and easily from a task perspective.

Assign employees to specific tasks as either a generic or named resource at a summary or detail level.

Schedule tasks by name or by role as required for each project, phase, or task.

See a complete picture of the total planned effort in dollars and hours to complete the work, made possible by a powerful new task-level view of resource assignments.

View and manage staffing requirements across all related tasks on a project phase from a single window.

Flexible employee scheduling

Assign project resources by name or as generic resources where the effort fluctuates over the duration of the project.

Assign staff at a summary or detail level or both, depending on the needs of the specific project, phase, or task.

View staffing levels of weekly assignments by project and phase.

Assign employees to specific tasks by name or by role at a detail or summary level.

Mapping from opportunity to active project

Upon winning work, reuse plans created during the opportunity phase without additional data entry.

Easily import planning data from any Deltek Vision effort, project, or opportunity.

Map all types of project information, such as phases, discipline, subs, fees, budget and more.

Identify and map attributes of the project even when the names are not the same.

Support for projects on hold

Quickly and easily identify and re-plan a phase or project that goes on hold.

Seamlessly update resource plans and team assignments to reflect changes.

Assign a start date, end date, or specific duration.

Automatically adjust staffing assignments for the phase on hold as well as all dependent phases.

Automatically adjust the scheduled end date of the phase.

As changes are made, managers immediately see the impact of revenue and staffing projections across the firm.

Embedded management view editor

A new embedded report writing tool enables analysts of all skill levels to create, modify, extend, and deploy the powerful reports and management views delivered with Newforma Project Analyzer.

Easily rename, reorder and add new fields to the standard management views.

For advanced users, a powerful query editor with built-in highlights and formatting makes query building and editing easier.

Management views and reporting

Two new standard management views make performance monitoring and analytics easier.

This revision supports an additional level of organizational reporting (such as “Studio”) across projections and management views.

New Project Status report shows approval status, name, and last updated date for each project. Additionally, the information is also shown for each associated schedule, workplan, and budget.

Enhanced opportunity net revenue report displays the weighted labor contribution from opportunities and active projects for a rolling two-year forecast.

Enhanced technology foundation

Multiple enhancements to the existing technology platform improve performance, scalability, and stability.

Support for Deltek Vision 7.

Technology platform has been migrated to Microsoft C#, the gold standard of enterprise software languages.

New and improved features in Project Analyzer 2.0

Multi-currency management

It’s easy for project managers, PICs (persons in charge) and firm executives to enter, edit, and view project financial information in any currency required for the task at hand. For example, you may use one currency for managing the project, another for billing, and a third as your company’s reporting currency.

Effectively manage and report on projects denominated in more than one currency.

Seamlessly handle currency conversion on all aspects of your project.

Easily view project metrics and data grids in the required currency.

Switch between currencies, such as project currency and billing currency, with the click of a button.

Enhanced project tracking graph and project financial summary

The Project Tracking chart shows a complete picture of project health in a single view.

A new staffing metric shows costs of planned resources against metrics for the budget, billings, and earned value for the life of the project.

The Project Financial Summary includes new Estimate at Completion (EAC) data.

See graphic displays of historical records for each project metric.

See graphs of future projections based on current trends for each metric.

A single chart displays relationships between staffing, actuals, percent complete, and budget.

Net revenue projections

A detailed project revenue forecast allows managers to quickly identify and manage labor costs.

Calculate net revenue based on parameters you define.

View projections as an interactive grid or as a chart.

View percent complete for each phase.

Remove the impact of expenses, reimbursables and profit from each phase’s fee.

Newforma Project Center Ninth Edition integration

Directly access related project information managed in Newforma Project Center.

Directly from Newforma Project Analyzer, launch the current project’s Project Home screen in Newforma Project Center.

View project-related information such as documents, email, action items, and contacts.

Quickly access all of the project information and capabilities of Newforma Project Center.

Project plan approval process

Enables efficiency and compliance for your project plan, schedule, and budget approval processing.

Enables a user-defined approval and review process for three distinct project attributes: Schedule, Labor Budget and workplan (Tasks and Team).

Facilitates communication between project managers, principals, and others before changes can be made to your project.

Allows you to see who changed project elements, and when they changed.

Project earned value metrics and analysis

Provides capability to analyze and improve project performance across the firm using earned value and job-to-date metrics.

View earned value metrics, including estimate to complete (ETC), estimate at complete (EAC), and job to date (JTD) information from a labor budget, task, or staffing perspective.

Analyze data by various perspectives, including by project, office, or discipline.

View metrics graphically in charts or in a data grid.

Inter-office staffing enhancements

Enable higher utilization and project profitability by controlling resources available for staffing by office, role, discipline, or type of service.

Limit, by office, the availability of resources available for planning.

Quickly view staffing conflicts and availability.

Enable quicker, more efficient staffing and scheduling.

Team staffing enhancements

You can now control the list of employees in the Team module that display in the Employee column drop-down list and the information that is displayed.

Use the ribbon in the Team module to filter the list of employees.

User-defined labels, tabs, and field names

Using the Project Analyzer System Administrator, you can customize terms used throughout Project Analyzer to suit your the practices for your business.

Enhanced baseline budgeting

It is now easier to save a labor budget and report on baseline budgets

Enhanced time and materials type project support

You can now plan Time and Materials projects to a plan maximum or fee maximum

Analyzer-specific employee cost rates

Create an employee specific cost rate for planning

Enhanced project security and user permissions

You can now control project access for your users, differentiating between the ability to view the project and to edit the project.