Updates from 2022
## 2022.10.13
Portfolio IQ:
- Removal of "Business Case" Type projects from the Intake Funnel.
## 2022.09.01
Project IQ:
- Added 'Project Type' filter to filters pane and set default to exclude "Business Case" type projects.
Portfolio IQ:
- Added 'Project Type' filter to filters pane and set default to exclude "Business Case" type projects.
## 2022.08.16
Resource IQ:
- Added 'Project Type' filter to filters pane for easy filtering of Resource Demand data that meets a specific project type filter criteria.
- Added 'Target Capacity' line to Availability graphs on the 'Availability' and 'Resource Details' pages. 'Target Capacity' = 'Resource Capacity (by day)' x 'Target Utilization'.
- Added new view for 'Actuals Variance' to allow to view the Variances between Committed Resource Requests and Approved Timesheet Actuals.
## 2022.07.08
Portfolio IQ:
- Resolved issue where cancelled projects were still included in Portfolio progress calculations.
## 2022.06.26
Resource IQ:
- Resolved issue where some buttons on the "Timesheet Actuals" drill through pages were un-clickable.
## 2022.06.06
Project IQ:
- #11581 Addition of 'Last Refreshed' Date/Time stamp for reports. Can be viewed on the tooltip for the "refresh" icon on each report page.
- #11537 Addition of Project "Status" column on the "All Projects" page and filter pane.
- Links from Icons in upper left to each table.
- Addition of "Project Type" filter to filters pane.
- Improvements to Risks Matrix.
Portfolio IQ:
- #11581 Addition of 'Last Refreshed' Date/Time stamp for reports. Can be viewed on the tooltip for the "refresh" icon on each report page.
- Links from Icons in upper left to each table.
- #11696 Show projects related to a program underneath the Program grouping on the Program Timelines page.
- #11671 Change progress calculation to be based on duration roll-ups for Program and Portfolio.
Work IQ:
- #11581 Addition of 'Last Refreshed' Date/Time stamp for reports. Can be viewed on the tooltip for the "refresh" icon on each report page.
- #11537 Addition of Project "Status" column on filters pane.
- Links from Icons in upper left to each table.
- Addition of "Project Type" filter to filters pane.
- Improvements to Risks Matrix.
Resource IQ:
- #11581 Addition of 'Last Refreshed' Date/Time stamp for reports. Can be viewed on the tooltip for the "refresh" icon on each report page.
- Modification of Timesheet Actual drill through pages to include the menu to drill to other related pages from a drill through page.
- Links from Icons in upper left to each related table.
- Fixed issue where deployments with no timesheet or rate data would prevent data load.
- Short date formatting for month names to allow for more columns to be shown in time phased visualizations without abbreviating the month name.
Portfolio IQ - Innovation:
- #11581 Addition of 'Last Refreshed' Date/Time stamp for reports. Can be viewed on the tooltip for the "refresh" icon on each report page.
- Addition of "Status" columns for Challenge and Idea added to pages and filters pane.
- Links from Icons in upper left to each table (Challenge and Idea).
Portfolio IQ - Intake:
- #11581 Addition of 'Last Refreshed' Date/Time stamp for reports. Can be viewed on the tooltip for the "refresh" icon on each report page.
- Short date formatting for month names to allow for more columns to be shown in time phased visualizations without abbreviating the month name.
- Links from Icons in upper left to each relevant location in Altus.
Strategy IQ:
- #11581 Addition of 'Last Refreshed' Date/Time stamp for reports. Can be viewed on the tooltip for the "refresh" icon on each report page.
- Links from Icons in upper left to each table (Themes and Benefits).
## 2022.05.05
Portfolio IQ: Project IQ:
- Addition of 'Fiscal Period' toggle to switch certain financial visualizations to a "Fiscal Period" oriented view.
## 2022.03.16
Portfolio IQ - Innovation: Portfolio IQ - Intake: Portfolio IQ: Project IQ: Resource IQ: Work IQ:
- Cosmetic updates to report files to ensure bookmarks behaved as desired and labels on view selectors and slicers are consistent.
## 2022.03.11
Resource IQ:
- Updated template to cater for client scenarios where timesheets and cost/sell rates are not used.
## 2022.03.10
Resource IQ:
- #9400 - Final update to Timesheet Acutals to include variable cost/sell rates from Bookable Resource. Includes updates to drill through pages for Cost, Sell and Margin.
- #10048 - Add "back" button to Timesheet Actuals drill through pages for usability.
- #10081 - changed process table for proposals so that proposal stages will appear on filters pane under "Current Stage" filter.
## 2022.03.02
Resource IQ:
- #9682 - Primary update to Timesheet Acutals to include variable cost/sell rates from Bookable Resource. Second update will include additional drill-through pages for Cost, Sell and Margin.
## 2022.02.01
Resource IQ:
- #9400 - Change to exclude Non Working time from the matrix on the "Timesheet Actuals" page and minor updates to default filtering on "Timesheet Actual Cost, Sell and Margin" pages.
## 2022.01.30
Resource IQ:
- #9400 - Updates including new pages for "Timesheet Actuals", "Timesheet Actual Work" (drill-through page), "Timesheet Actual Cost" (drill-through page), "Timesheet Actual Sell" (drill-through page), "Timesheet Actual Margin" (drill-through page). Also includes change to "Non Project Work" page - line chart changed to ribbon chart, and created links back to Altus by clicking various page icons.
## 2021.12.09
Portfolio IQ - Intake:
- #8869 - New pages and visualization modifications to support viewing Resource Demand bottlenecks and Request Data associated to proposals.
Resource IQ:
- #8891 - Update page name to "Timesheet Overview" and change default filter for "Timesheet Overview" and "Actuals Variance" to filter for past 3 months.
## 2021.12.03
Resource IQ:
- Timesheets #8860 - Fixed issue where sort order was off on the "Actuals Variance" page. Set all time phased visualizations for timesheets to show by period start date instead of period name for consistency.
## 2021.12.01
Resource IQ:
- Timesheets #8670 - Fixed issue where if multiple requests for the same resource, same project were submitted on the same day, timesheet data for variance calculations was duplicated.
## 2021.11.30
Resource IQ:
- Timesheets #8405 - Added default page level filter on filters pane for all Timesheet pages (Timesheet Compliance, Non Project Time, Actuals Variance) to show only resources that have "Timesheet Required" set to "Yes".
## 2021.11.19
Resource IQ:
- Timesheets #7762 - Added 'Timesheet Compliance', 'Non Project Time', and 'Actuals Variance' report pages to the Resource IQ report to support timesheet reporting.
## 2021.10.28
Work IQ:
- Fixed a data type issue that was impacting the calculation of "Finish Variance" for Projects.
## 2021.10.25
Resource IQ:
- Fixed a filtering issue where all assignments from synced projects did not appear for resources.
## 2021.08.05
Feature:
- #5473: Task Sync: PBI Reporting changes: Add task links and icons Includes updates to Work IQ, Project IQ, and Portfolio IQ to support Task Sync, and removes requirement for data connections to external execution tools.
- #5720: "Resource IQ" Insights Power BI Report New Reporting for Resource Information, Requests, Availability and Details. More information can be found directly in the info panes within the report.
## 2021.04.30
Feature:
- #5647: Update Project IQ to support Project Status Embedding in Teams (Project instead of Project Name)
Fixes:
- #5647: Adjusted borders for visualization sizing on All Projects Page in Project IQ
- #5647: Fix Project Progress Calculation to be whole number based to represent "Complete"