Tracker Suite Version 7.0 Release Notes
October 2023
Tracker Suite Version
7.0 Release Notes
Themes:
Technology
Upgrade:
New
version of Extension JS is incorporated into Tracker Suite to continue
supporting cross browser capabilities and to keep Tracker Suite working with
latest versions of all of the major browsers being used.
Document
Editing:
Ř
New lightweight Folder technology has
been introduced across Tracker to make Document/Workpaper management easier,
faster, and more scalable.
Ř
Offline editor is enhanced to support
Emails, Findings, Discussions. It has
also been improved to support multiple link insertions.
Ř
Procedure management support is
incorporated using Templates. Templates for procedures are defined and the Offline
Editor can create those procedures on the fly when next steps of procedures are
accessed.
Ř
A new Add-in for MS Outlook has been
created which is now shipped as part of the Offline Editor installer
Other
Features:
Ř
Office 365 integration support is
introduced for email management
Ř
A better user interface for Desktop, Forms
and Views has been added as a part of the V 7.0 release which now uses new Font
awesome Icons.
Ř
Option to create and distribute set of
Collections to other users is supported by defining Roles which should have the
Collection added to their Desktops.
Application
Wide / Framework Changes
1. Online Document management and editing
system is enhanced significantly in Tracker Suite V7.0. Following new features
are introduced for document management and editing:
·
Discussion
board/comment engine is integrated with offline editor, allowing synchronizing
comments from Word/Excel in the Tracker comments engine with the option to
resolve from Word document and resolved status updated back in Tracker.
·
Procedure
management support is incorporated using Templates. Templates for procedures
are defined and Offline Editor can create those procedures on the fly when next
steps of procedures are accessed.
·
Support
is added in Offline Editor Plugin to send emails and add findings from within
the Offline Editor.
·
Option
is provided in Offline Editor to insert links to multiple files in a single go.
·
Document
templates are improved to support smart tags. When these templates get dropped
in Projects/Audits, all of the smart tags are dynamically replaced with
relevant information for that particular Project/Audit.
·
Configuration
is added in Company Setup to add/update support file extensions for offline
editing.
·
Option
is provided to take files offline for an extended period of time that allows
users to work in offline mode for an extended period of time.
·
Logs
are now being kept on file download and upload for auditing purposes.
·
Success
Folder is added to keep track of recent files that are uploaded successfully.
Also, a function is added to do the clean-up of success and error folders.
·
Update
Links function has been improved to update links in Header and Footer section
of the Word document.
·
Smart
Tags for Customer Tracker and Vendor Tracker are provided in Office plugins
while editing Documents.
·
A
new button is provided in the ribbon bar that gives us a list of invalid/broken
links and gives the user the option to remove those links from File/Workpaper.
2. Integration with Office 365 is now
supported for email distribution, threading, and management. All of the jobs
are converted to support sending emails via Office 365 as well.
3. New Tracker Suite version supports OAuth
2.0 for Office 365 integration. OAuth 2.0
is a standard designed to allow a website or application to access resources
hosted by other web apps on behalf of a user. It is now the de facto industry
standard for online authorization.
4. Soft deletion is now supported across
modules for all of the important documents/entities that allows a user to bring
back/restore if they have accidentally deleted a document.
5. A new configuration has been added on
Company setup to control if an organization wants to use the soft deletion
feature or not.
6. Document life cycle options are now
added in the system, allowing users to define when to Archive documents, when
to move them to a Cold Store database, if you want to notify someone in advance
before archiving documents, whether attachments should be moved before or along
with the document move to Cold Storage, etc. This allows organizations to shelve the old
data and keep active documents lean, fast, and easy to backup and maintain.
7. New Cold Storage views are introduced
in all modules from where users can see the data moved to Cold Storage and they
can also bring back data if ever needed.
8. New user interface has been introduced
as a part of V7.0 release. It uses new
font awesome fonts and icons for Desktop, Views, and Forms giving the
application a new and more modern user interface.
9. Session management is improved making
it more secure.
10. New lightweight Folder technology has
been introduced in Tracker. It allows users to manage their Documents/Workpapers
more efficiently. It supports all of the features of legacy document containers
with additional features provided such as:
·
It
allows folder and files to co-exist under the same parent folder
·
A
new security tab has been added on the Folder’s property dialog listing which
users have access to this Folder.
·
Copying
a Folder to another project under some particular folder. Previously, it would
copy at the root level of the destination project.
11. Outlook plugin has been added enabling
users to file emails as Project Emails in Tracker as well as saving emails as
support tickets, project documents, company documents and project attachments.
12. Outlook plugin also allows you to
create documents like Timesheets, Expense Reports, Projects, Purchase Requests,
Payment Requests, etc. from within Outlook environment.
13. Mass emails being sent from system are
made intelligent. If more than 20 emails will be generated, system will use a
different Asynchronous approach to send out emails in the background while
returning control to user. A success email will be sent out to the sender when
all of the emails are successfully sent in the background.
14. Under Log Management section, new
configurations have been added on Company setup that allows you to define what
level of Read Logs you would like to keep. It allows you to log events when you
open Views, Forms, Desktop Shortcuts, etc. for auditing purposes.
15. Link to Offline Editor download has
been added to Welcome Emails. Companies can configure if they want to include
this download link in the Welcome Emails or not.
16. Licensing for Offline Editor is
introduced. Administrators/HR Admins will be able to grant Offline Editor
license to users. There is an option added to bulk assign/revoke licenses from the
People Utilities View. People who have license will get Edit options against
files while other users will get standard download buttons for attachments.
17. Security settings are provided to mark
a file/Workpaper as private. Once marked private, you can define users who will
have access to this particular document/workpaper.
18. A new icon is now displayed on the Document
Folder to indicate if a particular file is marked as Private or not.
19. Administrators can now create Collections
on their Desktop and distribute across the organization by defining which Roles
will have access to these Collections. These redistributable collections will
appear on the Desktop of selected user groups.
20. A new Recent Activities menu group has
been introduced as part of V7.0 release listing all your recent documents you
opened providing you a quick way to reopen them.
21. A new configuration toggle button is
provided on the Desktop bottom left bar that allows you to control if you would
like to receive prompt to send notifications on various actions while working in
Tracker. This toggle button also shows the current option that user has
selected.
22. Archive/Un-Archive function is added
for management of Account Codes. Account codes that were previously used can be
Archived from the system rather than removing them.
23. New Fonts are used.
24. Option is provided on Document
Template folder to copy a template from one section/department to another.
25. Searching on Views is improved and
optimized to search in large datasets more efficiently.
26. OBS Tree technology is rewritten use
EXT JS technology stack making it cross browser compatible.
27. Paging is added on the Document Folder
to improve loading time for organizations that have a huge list of projects and
document folders/workpapers.
28. Option has been added on attachment
controls across the application to add blank Word and Excel files. This allows
users to add blank files and edit them using the Offline Editor.
29. Read security calculation is optimized
when changed on Form Profile. General Form Profile performance is also
improved.
30. Option is given to add/update comments
in attachment control and on document tree at a file/attachment/workpaper
level. This allows people to discuss any questions related to the preparation
of the file.
31. Email selected option is added on
Prepare and Review documents/workpapers from Attachments only view.
32. Export to Excel option is added on
Document Folders.
33. For security purpose, last logged in
Date/Time is shown on Person Profile for logged in user. This allows users to
know if any other person has accessed his/her account.
34. Session based logging is improved for
logins as part of drive for NIST compliance. We are now logging fields such as
the user’s IP address, browser, etc.
35. Support for custom fields is added on
Attachment/Workpaper form that opens when you click on the gear icon next to
the file name.
36. Support is added on Document Folder
and Templates Folder to load and display data in the custom fields added on the
Attachment form profile.
37. Read security calculation mechanism on
Form Profile is improved for performance and is redesigned to be more solid and
error free.
38. Support is provided on Document Folder
to move attachments/workpapers up/down using arrow buttons provided to arrange
them in desired order.
39. Copying multiple folders and related files
at one time is now supported on Document Folders.
40. Support is provided on Company Folders
to send email and attach actual physical files along with the email rather than
emailing links to files. This allows users to email files for review to people
who are not in Tracker. They can review the files and provide their feedback.
41. Configuration section is provided on
Company setup to select which Roles are allowed to see New Event and New
Holiday buttons on Company Calendar.
42. Workflow emails and reminders when the
system fails to send are logged in the system for retry in case of any error
encountered in sending email.
43. Impersonation logs are added/improved
in Tracker Log for security and auditing purposes. System now logs both the
original user name and the impersonated user name in the logs.
44. For system maintenance purposes an
email is sent out to administrators containing Level 1 errors being logged in
Tracker Log.
45. Excel Import is updated to make it
cross browser compatible. Issues are fixed related to date and number formats.
46. System now supports searching data if
the search string contains European Phonetic symbols.
47. Added a new job that will send Weekly
Emails for Level 1 Errors.
48. If first menu for creating New
Documents contains only one option then view framework will create a menu
button rather than drop down menu to save the user some extra clicks.
49. Added message in Word/Excel plugin on
Copy Link function to save document so that bookmarks will not be lost.
50. Added selected text as tooltip for
Copy & Paste Link function in offline editor.
51. Workflow notifications that are using
templates now allow to configure and use Subject line from Template rather than
using a hard coded subject.
52. Option is provided to rename view
columns that are not linked to Form Profiles. This feature is only available to
Guru users allowing them to define the customized column names that are not
controlled by Form Profile. These new names will be made available to all
users.
53. Workflow is provided for
Attachments/Files as well as Folders, so now we can setup approval process if
needed for files and folders.
54. Rich Text Box control is added on
Folder. When you view properties of a Folder, you can set a rich text
description for that Folder. Upgrader is also written to copy rich text from
old documents to new Folder technology if a client opts to upgrade to Folder
technology.
55. Option is provided to send reminder
option for awaiting approval documents on the Master Outbox View.
56. New configuration options are provided
on the Form Profile to configure Delete security rights based upon the Document’s
approval status. This allows users to delete documents such as Timesheets,
projects that they created mistakenly or erroneously and want to remove from
the system.
57. New dialog is added for setting
filters on views. This new filter option is much more scalable, efficient, and
user friendly.
58. New options to hide columns and rename
columns have been added to the view framework. This can be accessed by clicking
the small triangle at the end of the column name.
59. Multi Approve option has been added to
the Master Inbox. It allows approvers to select multiple documents pending
approval and approve them all at once.
60. Users are given the option to export
views in Excel with and without links.
61. Available columns are listed in sorted
order now on views which makes it easier for users to add/remove columns.
62. Document icons are added next to their
name in the Master Inbox view which makes it easier for users to identify
documents from certain modules.
63. A new feature has been added which
allows the user to export selected or all emails on the Email Tab to PDF file.
64. Option is added on Person Profile Form
to swap Favorites and Most used items that a person has selected, this allows
users to see their favorite items in the main menu and makes them accessible
with one click.
65. The behavior of the application has
been changed when a user tries to close a form after making changes. Now, the
user is given the option if they want to close the form after saving changes or
without saving changes. Pressing the “Yes” button will save the changes and
then close the form.
66. New comments tab is provided on the
Folder/Tasks/Attachment Forms.
67. Log messages are added and improved to
handle data moving between Active and Cold Storage databases.
68. Support is provided in the Form Library
to show tooltips for buttons.
69. Refresh button is provided in the top
bar of views toolbar to make it more visible and accessible.
70. The option is provided to drag a
parent menu from the Left side menu and drop it onto your Desktop. It will
create it on the Desktop as a Folder and all of its child menus will be listed
under that folder as Desktop Shortcuts.
Customer
Tracker Module
1. New lightweight folder technology is
now supported in Customer Tracker. It allows users to manage documents more
efficiently. It supports all of the features of legacy document containers with
additional features provided.
2. Option is provided to hand off selected
contacts in V7.0.
3. An activity can now be moved to a
different company with this V7.0 release.
4. Option to create a new company and a
new contact is now provided on the Common Inbox View.
5. A new Comments/Discussion Tab has been
added to the Company Form, listing all of the comments and their replies for
the Company. It will also list the discussion threads that were created on the Projects
under that Company.
Expense
Tracker Module
1. Integration of Personnel Tracker
Travel and Expense templates is now supported. A new button is available which
allows users to select a template and all of its rows will be added
automatically to the Expense report.
2. Proper validations are added on the Expense
Report to check if the user is allowed to use a template more than once, if
there are funds remaining in that template, or if it has already reached the
limit.
3. Expense Tracker now allows you to
define attachments at the line-item level so approvers and accounting people
can reconcile supporting documents more easily.
4. Support is added in Expense Tracker to
charge against Travel and Expense authorization documents.
5. Configuration is added on Expense Workflow
Profile allowing users to configure to select people who will be notified on
approve and financial review.
6. Configuration is added on Expense Tracker
Setup where it can be defined if we want to Allow/Dis-Allow charging expenses
against projects with certain statuses.
7. Integration with QuickBooks Desktop is
now supported where expense reports will create Journal Entries in QuickBooks.
8. My Employee’s Expense Reports View has
been added for Expense Tracker to list expense reports of people who work for
the logged in person (either manager or supervisor).
9. Project Name and Project Code columns
are added to the Expense Tracker Administration Dashboard View
Payment Tracker
Module
1. Option is added to define custom
fields for Payment Request Form. This allows users to add any additional fields
as per their requirement, record data in those fields, and add those fields to
the view to list data and search in those fields.
2. Archive rules defined on Payment
Request Form Profile are implemented in Payment Tracker on the basis of
submitted, modified, and posted date in combination with document approval
status.
3. Cold Storage functionality integrated
with Payment Tracker. Payment Request listing view with option to restore
payment requests back to active databases is provided.
4. New features are provided on
Administration Dashboard to Cancel, Un-cancel, and Un-process selected payment
requests.
5. An Approve by Date field is added on the
Payment Request Form and Views. In this field, users can define if this request
needs urgent approval by a certain date. If this field is populated, approval
email that goes to the approver has this field highlighted in order to bring it
to their attention that s/he needs to approve this request before a certain
date.
6. A new view is introduced listing all of
the Payment Approvals that are due, categorized by when they are due: i.e.,
Future, Past, Today, etc. on the basis of Approve by Date.
7. For Payment Tracker, workflow
amount-based configuration has been added to require an attachment on
validation. This will force users to attach a receipt/invoice if the payment
amount exceeds a certain threshold.
8. Configuration is added on Payment Tracker
setup where it can be defined if we want to Allow/Dis-Allow creating payments
against projects with certain statuses.
Personnel
Tracker Module
1. If a person is set as a manager on
another person’s record, then the Manager role in Tracker Suite is assigned to
him/her automatically allowing them to use Manager specific areas in Tracker Suite
for managing their staff.
2. Travel and Expense authorization templates
are revamped to allow support for adding expense entries grid. Various
validations were added to validate budget entries and amounts when these
templates are charged using the Expense Tracker module.
3. While defining Travel and Expense
templates, a user is also allowed to define which expense codes can be charged
against for a particular template type.
4. Log management is improved on the person
form to be more efficient and scalable. Person form is optimized in general to
improve loading time.
5. Workflow section security is added on
Person Document Templates allowing to lock various sections of the form during
different stages of the Approval process.
6. Archive option is added on People
Access by Date view. This allows administrators to Archive people who have not
logged into the system since a certain date and helps with data cleanup.
Project
Tracker Module
1. New outline view is provided in
Tracker Suite V7.0 which allows users to define custom processes as per the
customer’s requirements. These processes can be defined and used to display and
manage the Folders / Attachments / Task hierarchy from a single view. It allows
Nesting Tasks under Folders or vice versa.
It also allows re-arranging all of the tasks / folders / attachments as
well.
2. Automations and Validations have been
added at the Project, Task, Folder and Attachment level. It allows users to
define validations and actions that can happen when a certain event is
triggered. For example, a validation can be added that a particular task can
only be marked completed when all child tasks have been completed or when all of
its attachments have been Reviewed/Approved. It also allows adding automations such as when
a task is completed, a new WBS Structure or Folder Structure is added under the
project. Automations can include:
·
Addition
of Team Members
·
Addition
of Budget Details
·
Addition
of Tasks/WBS Structure
·
Addition
of Folders or Templates
·
Sending
out emails to different people and roles on certain events
3. Risks/Findings are integrated with
Documents/Workpapers allowing users to define findings for Documents/Workpapers.
Adding Findings is also integrated with Offline
Editor so that users can add findings from Word/Excel while actually working on
the Document/Workpaper.
4. Budget grid is converted to Form Profile.
This allows users to define and view custom columns along with some existing
mandatory codebase columns in the Budget grid.
5. Document Folder performance is
improved so that it can support on demand loading. This allows Document Folder
to handle all of the Project’s documents at a single time without users having
to open each project and switching to its Document’s Tab.
6. Task bars on Project Calendar can be
dragged to change their dates making it very easy for users and project manager
to adjust dates for tasks that users will be working on.
7. Read only team members option is added
giving these particular users only read access on the Documents/Workpapers.
8. Read only team members will also have
read only access on the Project and all of its child documents such as Issues,
Risks, etc.
9. Project and Task Status Boards are now
integrated with latest version of Kanban boards to keep abreast with latest browser
technologies and versions.
10. Latest version of Scheduler is now
integrated with Project and Task schedulers allowing users to continue using
latest browser versions.
11. Latest version of Gantt is now
integrated supporting latest features and performance improvements.
12. A new job is written to update Project
security when OBS fields are updated and new OBS managers are added/updated.
13. Option is provided to extend the end
date of a Task if planned hours are added beyond the End Date.
14. A new Add New Sub Task option is
provided on the Gantt. This will add the newly added task as a child task to
selected task on Gantt.
15. New lightweight folders are integrated
with Project Folders so that you can see their structure while browsing
projects.
16. Saving of tasks on Gantt is optimized
to improve performance and scalability.
17. A confirmation message is given on
saving data to the user if his/her current changes will result in changing the Critical
Path of the project.
18. My Tasks link is provided on My
Scheduler and To Do List pages.
19. While scheduling tasks from To Do List
page, options are provided if you want to move the start date of the task to the
current week or if you want to extend the task end date to current week. This
is available if the week for which hours are being planned doesn’t fall in Task
window.
20. To Do Lists are improved for both user
and manager by introducing a Calendar view of planned tasks/activities.
21. WBS Level 1-5 columns are added on My Task
Scheduler and Manager’s Staff Task Scheduler views.
22. A new Email Tab is provided on the Meeting
Form with the option to send template-based emails.
23. Task calendar is updated to use new
Calendar control to make it more usable.
24. Added support for Unread rows on To Do
List views. Option is also added to mark rows Read or Unread. This allows users
to easily see the changes that they have not viewed yet as unread rows are
displayed in bold.
25. On the Documents Tab and Project
Folder View, the system now supports adding attachments / files from templates.
Previously you were only able to add Documents / Folders from Templates.
26. Copying a project now allows you to
set new Project Manager, Sponsor, Department and Customer directly from the
Project Copy screen for the new Project.
27. A progress bar is now provided on
Project copy to make the user aware of the copy operation which is especially
useful for projects with a large number of tasks and files.
28. Option is provided on Task Scheduler
to group tasks by Program and Project Type.
29. New Outline View.
30. Automation and Procedures capabilities.
31. System now supports adding Folders
against Tasks. Folders Tab is also added on the Tasks Form to show a Tree View
of Folders and Attachments.
32. Added show/hide Health option for
projects in Dashboard View from view menu.
33. Available columns are listed in sorted
order now on Gantt which makes it easier for users to add/remove columns.
34. New menu options are given on Tasks View
to Change Start and End Dates of multiple tasks at one time, by selecting
multiple tasks.
35. Functionality has been added to
Project Tracker to allow/disallow if a project’s billing address should be
updated if a customer’s address has changed. It allows the pushing of the updated
address from the Customer Form to all of the child projects and contacts for
that customer.
36. Action button with counts has been
added on Project, Task, Folder and Attachment Forms listing all of the
available actions that can be performed. Clicking the button will list actions
and give the option to execute those actions.
37. Option has been provided to add issues
against attachments.
38. A new Issues Tab has been added to the
Folder form that will list issues against attachments for that Folder. This can
help in the management of projects/workpapers.
39. Read security has been added on the Documents/Folders
Tab of Projects. So, if a user doesn’t have rights, this tab will show up as
blank.
40. Search function has been added on the Folder
Views for Projects and Tasks.
41. New interface is introduced on the Gantt
Tab of a project to assign resources to a task. It allows project managers to
assign resources (single/multiple resources) directly from the Gantt interface
by editing the assignment column directly and typing in the names. It also allows
type ahead feature to make this quite powerful and easy to use.
42. The option has been added on the Project
Copy dialog to select if you would like to copy over Assignments and
Automations to a newly created project.
Purchase
Tracker Module
1. Mass printing option is provided in Purchase
Tracker allowing you to select multiple vendor payments and print them at one
time. Mass printing is also provided for Purchase Orders.
2. An Approve by Date field has been
added to the Vendor Payment Form and Views. In this field, users can define if
this request needs urgent approval by a certain date. If this field is
populated, the approval email that goes to the approver has this field
highlighted to bring it to his/her attention that s/he needs to approve this
request before a certain date.
3. A new view has been introduced listing
all of the vendor payment approvals that are due categorized by When Due: i.e.,
Future, Past, Today, etc. on the basis of Approve by Date.
4. Support is provided for new smart tags
on Purchase Word templates using ## sign. This allows users to design their
purchase exports and printing the exports in a better way.
5. A new Emails Tab has been added on
Vendor Payment listing all of the related emails.
6. Quantity column is populated by
default as “1” in the order table while making purchase requests. Users can
change the value if needed.
7. Document Log is added when a document
is re-sent for Approval (Admin Resend).
8. A new option is provided on Purchase
Setup where the PO description can be populated to Vendor Payment Description
by default.
9. Configuration provided on Purchase
Setup to Allow/Disallow Projects based upon certain statuses such as Active,
Inactive, etc.
10. Added option on re-route page to
update all occurrences of approver with new selected person.
11. Added type-ahead option on workflow
field on Purchase Request Form.
Support
Tracker Module
1. Support Tracker module is converted to
Ext JS 7 to support a better user interface and provide a faster user
experience along with supporting latest browser versions.
2. A new FAQ document folder has been
introduced under Support Tracker. This allows you to link Word documents with a
question. It also allows you to:
·
Pivot
the FAQ folder by Level 1 Category or Request Type
·
Do
inline editing of Word documents using our new offline editor
·
Perform
a full text search on the Word/Excel documents attached to a question
3. A new “My Staff Open Ticket” menu has
been added under Support Tracker. This will list all of the open tickets assigned
to people who report to the logged in user (the logged in user would either be a
Manager or a Supervisor for this menu item).
4. Option has been added under Support Tracker
to send out a Monthly Evaluation to requestors so that they can get a list of all
of their tickets that were completed last month and fill out evaluations for
them.
5. A view FAQ button has been added on Support
Request Form that allows user to see a list of FAQs filtered by the opened
Request Type and SCBS level.
6. My Tickets and Ticket Assignment Boards
are now integrated with latest version of Kanban boards to keep abreast with
latest browser technologies and versions.
7. Option is provided to create FAQ when
a ticket is marked as completed from Support Tracker views. It was already
there when completing a ticket from the support request form.
8. Evaluation list report is created
listing all of the evaluations submitted by people.
9. Added functionality to group/link
similar tickets together. Functionality is also provided on open request view
to select and create a Master Ticket and add all of the selected tickets as
linked tickets on that Master Ticket. This allows closing all of the linked
tickets at one time. Ticket completion email will go to all of the requestors
of linked tickets informing them of the fix.
10. A new Linked Ticket Tab has been added
on the support form. This lists all of the linked tickets and allows users to
add/remove more tickets in the linked list of tickets.
11. Ticket assignments and status update
on Master Ticket will update all of the child/linked tickets as well.
12. A Master Ticket indicator Icon has
been added to the Support Tracker Views to distinguish the Master Tickets from
other tickets.
13. Added a new configuration to define
default activity field on Support Setup Form.
14. Added Initial Assigned By and Initial
Assigned Date columns on the support request to be updated upon the first
ticket assignment.
15. Added new features to Control New Hire
process via Support Ticket. System also now integrates Asset Tracker with
Support Tracker for these processes where defined Asset Requests are created
for New Hire and, in order to complete a Support Request, you need to complete
the asset assignments first.
16. Termination process can now also be accomplished
with Support Tickets. Selected person will be terminated on support ticket
completion and all of the assets assigned to him/her will be marked for return.
Time
Tracker Module
1. Time Tracker module has been converted
to Ext JS 7 to support a better user interface and provide a faster user
experience along with supporting latest browser versions.
2. Timesheet approval email language is
set per the Approver’s timesheet format rather than the submitter’s timesheet
format e.g. if Approver is using a Japanese timesheet, approval email sent will
be in the Japanese language.
3. A new configuration has been added on
Time Tracker setup that allows you to enable showing Level 1 WBS information on
selecting tasks on timesheet.
4. WBS Information is also made a part of
the Approval email so that Approver can understand better that against which
task time is being charged.
5. A new configuration has been added on
Time Tracker setup which allows client to configure if they want to show
project selection filters based upon OBS and/or Project Type or both. It also
allows for the removal of any of these filters.
6. My Employee’s Timesheets View has been
added for Time Tracker to list timesheets of people who work under the logged
in person (either manager or supervisor).
Vendor
Tracker Module
1. Vendor Tracker module has been
converted to Ext JS 7 to support a better user interface and provide a faster
user experience along with supporting latest browser versions.
2. Option to create a new Vendor and a
new Vendor Contact is now provided on the Common Inbox View.
3. Implemented Accept Push Address drop
down field with Yes/No option on Vendor Contact Form. This allows to push
updated Vendor address to trickle down to its contacts who have accepted
address push.
Reporting:
Tracker Data Warehouse
1. Option is provided in the Reporting Framework
report profile area where the Administrator is now allowed to define default
values for filters. They also have the option to lock certain filters so that
users are not allowed to change filter value.
2. Reporting framework has been converted
to Ext JS 7 which makes it faster and compatible with latest browser versions.
3. A new security log report has been
added under Tracker Reports allowing users to see the security log report and have
it filtered.
4. Resource availability report has been
extended to show all 5 levels of WBS information against the tasks.
5. Added option for Pivot Table to be
exported as expanded or collapsed in Excel Export.
6. Added option to rename public/private
reports in report profile page.
7. The option is provided on codebase
reports allowing the user to run the reports from Active database, Cold Storage
database or both.
8. Cold Storage flag and Cold Storage
date columns are provided in codebase reports allowing users to be able to
group Active and Cold Storage data if they opt to run reports across both
databases.