Table of Contents

Updates from 2023

< Older | Newer >

2023.07.14.3

  • Atsumeru - 2023.07.13.3
  • ControlsV1 - 2023.07.14.3
  • Kaizen - 2023.07.4.5

Environment Release Date Status
🚂Canary 6 Jun - 14 Jul 2023 ✅
🚂First Release 19 Jul 2023 ✅
🚂General Availability 18 Oct 2023 ✅

PBI

New and Improved:

  • #8468: Within the Resource Demand screen, there is now an 'Export to CSV' option that allows all the visible information within the Resource Demand grid to be exported to Excel. More details can be found here.
    Export menu demonstration
  • #8576: The [+ New] button has enhanced visibility, and its availability can now be customised based on specific roles in an organisation. Configuration in settings can limit who has access to to the feature and, if disabled, will only be available to Altus Admin users. This provides greater control and a smoother experience in managing timesheets.
  • #11543: Finance Grid: In Grid Editing. Any cells available to be entered or updated by the user can now be filled in from within the grid itself. Cells can be navigated through using the arrow keys (up/down/left/right) as well as using Enter, Shift-Enter and Tab, Shift-Tab keys.
    Finance Grid - In Grid editing demonstration
  • #16662: On the Project Table/Entity, the Project Manager field will now apply business logic to reassign the project owner to the selected person. This has been done to simplify the ownership process post creation and update. If required this can be disabled in configuration settings.
  • #17872: Financials: Duplicate behaviour of up/down arrows + shift/enter behaviour as in 8717 to transactions
  • #17880: Portfolios: List view - Ensure rollup % is correct - Re-labeling Display Names
  • #19198: Finance Grid: General Usability Enhancements including:
    • Support for ungrouped mode and ability for category column to be visible
    • Default view is ungrouped
    • Styling changes
    • Totals moved to bottom of grid
    • Totals of visible columns removed (as these could be misinterpreted)
      Finance Grid - Ungrouping demonstration
  • #19199: Finance Grid: Custom columns can now be added to the Finance Grid. The grid will leverage the view that is passed to it by its Dynamics context. These new columns will also be supported in the Finance Grid export.
  • #19228: Resources: Removal of %FTE mode. The %FTE mode of viewing resources has been removed as it was prone to misinterpretation and confusion, especially when being totalled. It was also somewhat redundant as the figures were identical to the FTE mode (which remains), only converted to a percentage.
  • #19439: Within the Project Status Update page, users now have the ability to refresh the KPIs on the page and allow them to recalculate. This feature can also be locked so that data cannot be refreshed once this update has been completed. More information on this feature can be found here.
  • #19441: Resource Finance Sync: Simplified warning message when changing the sync mode setting.
  • #19935: Updated the Program Effort tooltip to say "Duration completed by all projects in this program".
  • #19939: Within the Finance Grid, when you use your arrow keys to navigate through the grid, navigating to the right or left of the visible time block will automatically shift the visible time block so that you can continue data entry or navigation to a specific time period.
  • Click here to see a collection of visual changes in the financial grid. This includes the spreadsheet like experience.

Bug

Fixes:

  • #15549: When finishing the Idea Process, the Approval Process is now automatically triggered. To ensure the Approval Process runs correctly, the Sponsor field has been added to the Selection Stage of the Idea Process.
  • #18859: New UI: Fixed an issue where, on a Timesheets page, the buttons could appear off the page.
  • #19005: New UI: Fixed an issue where, on the Resource Demand screen, the buttons could appear off the page.
  • #19158: Fixed an issue where searching for a resource with an '&' in the name when assigning resources to Project Task will cause infinite spinner.
  • #19205: Fixed an issue where 2 tooltips are displayed for long resource names in Project Task Details.
  • #19206: Fixed an issue where so the form now properly updates saved state and displays unsaved dialog when updating resources. Previously, when editing a task and adding or removing a resource, the form incorrectly remained in the 'Saved' state. With this fix, the form now correctly changes to the 'Unsaved' state after adding or removing a resource, and an unsaved dialog will appear when closing the form, ensuring changes are not lost unintentionally.
  • #19464: Fixed an issue where creating a second child task using Altus scheduling tool causes blank screen.
  • #19573: Fixed an issue where adding a resource without effort was not functioning correctly. Additionally, we have fixed an error where toggling the milestone status did not update the task type display properly. Furthermore, when entering 0 for effort in tasks, unless in fixed duration mode, the duration will now be set to 0 and thus automatically converting the task into a milestone.
  • #19899: Updated the Program Effort tooltip to say "Effort completed by all projects in this program"
  • #19914: Fix for a scenario where the main landing page wouldn't load or appear blank for some customers.
  • #19933: Fixed an issue where Settings pages were not loading data intermittently.
  • #20006: Fixed an issue where Bookable Resource with an '&' in the name cannot be able to Resource Plan.

 

🌶️ HOTFIX: 2023.06.20.5

  • Atsumeru - 2023.06.20.5

Environment Release Date Status
🚂Canary 20 Jun 2023 ✅
🚂First Release 20 Jun 2023 ✅
🚂General Availability 20 Jun 2023 ✅

Fixes:

  • #20005: **HOTFIX**: Recalling Timesheet affects other finance actuals in the same Month. An issue was found and fixed where resubmitting/approving a timesheet will cause that actual to appear but other previous actual transactions in the same month were lost. This update will ensure that when a timesheet is recalled, only the finance transactions relevant to the affected timesheet period and resource are removed.

2023.05.29.3

  • Atsumeru - 2023.05.29.3

Environment Release Date Status
🚂Canary 30 May 2023 ✅
🚂First Release 7 Jun 2023 ✅
🚂General Availability 12 Jul 2023 ✅

New and Improved:

  • #17880: Portfolios: List view - Ensure rollup % is correct - There was confusion regarding what fields should be used on the views to show the % Complete value due to the fact there were multiple fields. The fields were consolidated and named appropriately as "% Effort Complete" and "Project % Effort Complete"
  • #19266: In response to feedback, Altus now allows clients to hide the default out-of-the-box (OOB) tasks tab within the Altus Microsoft Teams project channel. This feature enhancement is made possible through the settings area in Altus, providing users with the ability to customise their task view according to their preferences. Instructions for how to do this are found here

Fixes:

  • #19573: We've resolved an issue where adding a resource without effort was not functioning correctly. Additionally, we have fixed an error where toggling the milestone status did not update the task type display properly. Furthermore, when entering 0 for effort in tasks, unless in fixed duration mode, the duration will now be set to 0 and thus automatically converting the task into a milestone.

2023.05.23.6

Environment Release Date Status
🚂Canary 24 May 2023 ✅
🚂First Release 31 May 2023 ✅
🚂General Availability 7 Jun 2023 ✅

New and Improved:

  • #16728: We've implemented a confirmation check for delete/removal actions when hours have already been logged against a request. Now, users will be prompted to confirm their decision when removing a request or group from the Resource Plan or Fulfilment rows in the Resource Demand. The wording has been clarified and made consistent based on design recommendations, and the label on the context menu and tooltips has been updated to enhance usability.
  • #18594: A minor change to some incorrect descriptive text within a settings information panel.
  • #19266: In response to feedback, Altus now allows clients to hide the default out-of-the-box (OOB) tasks tab within the Altus Microsoft Teams project channel. This feature enhancement is made possible through the settings area in Altus, providing users with the ability to customise their task view according to their preferences.
  • #18259: We've made changes to the default cadence for displaying the 'Rate Altus' modal to users. Moving forward, the modal will appear 30 days after the user's initial login and subsequently every 90 days thereafter. This adjustment ensures a more appropriate and spaced-out prompting for user feedback.

Fixes:

  • #18593: We've fixed an issue within Custom KPIs where the Default Colour was not being applied.
  • #19360: Fixed an issues with the RAG status indicator displaying incorrectly in the Program and Portfolio Status Report.
  • #19046: We're now including default config values for notifications so that where there is no existing config the flow does not fail. This should resolve the issue of the Proposal Approval flow failing due to this setting being missing.

2023.05.16.9

Environment Release Date Status
🚂Canary 17 May 2023 ✅
🚂First Release 24 May 2023 ✅
🚂General Availability 31 May 2023 ✅

New and Improved:

  • #16727: We've improved the UI for Strategic Goals so that instead of 'Remove' we've changed the wording and associated icons and tooltips to 'Unlink' as this is a more accurate representation of the underlying user function.
  • #18245: We've improved the way in which the Risk Matrix functions so that users can now click on a cell within the matrix and this will filter the risk subgrid to that particular cell. Clicking 'clear filter' will then reset the subgrid back to normal.
  • #19176: We've made 8 hours the default number of hours in a day (previously 7.5hrs). We've also included further information and a warning when the default numbers of hours per day is not a whole number and the precision is zero due to the fact that in this scenario rounding of hours can cause display issues in the Resource Plan.
  • #19265: Minor iterative improvements as part of the Resource Grids uplift for Resource Plan, Resource Heatmap and Resource Demand. This includes alignment of buttons, cell hovers, comment popups and improved pagination UI controls.
  • #16032: We've introduced the ability to assign resources in the Resource Demand screen based on the individual's capacity as determined by their enterprise calendar. To use this, select 'Capacity (%)' mode in the grid. See below a screenshot of the new Capacity (%) mode.

Capacity percentage mode

Fixes:

  • #19046: We're now including default config values for notifications so that where there is no existing config the flow does not fail. This resolves the issue of the Proposal Approval flow failing due to this setting being missing.
  • #19136: Microsoft have changed the way in which some delete functions are called and as such we've modified the way our Financial Category delete function works to be compatible.
  • #19254: We've now included some new icons within Altus for assumptions, constraints, sprints and stakeholders.
  • #15702: We've tightened-up the saved state for the Resource Plan grid for a Proposal so that changes are not lost without confirmation.
  • #16164: We've made a change under the hood to include 'sensei_tasknumber' to the All Projects Tasks View so as to more accurately patch task details back to Dataverse.
  • #19061: A very minor bug where clearing the default form selection in settings causes the edit/add buttons in the period summary form to not function properly.
  • #19062: We've resolved an issue where the Resource Demand Grid autofill button behaves inconsistently, this was due to the logic not treating zero as valid submitted number.
  • #19350: We fixed an issue where Custom KPIs were not showing correctly in some scenarios due to incorrect merging of default configuration.

2023.05.09.5

Environment Release Date Status
🚂Canary 9 May 2023 ✅
🚂First Release 17 May 2023 ✅
🚂General Availability 24 May 2023 ✅

New and Improved:

  • #19176: We've made 8 hours the default number of hours in a day (previously 7.5hrs). We've also included further information and a warning when the default numbers of hours per day is not a whole number and the precision is zero due to the fact that in this scenario rounding of hours can cause display issues in the Resource Plan. Further information can be found in Altus docs.

Fixes:

  • #15702: We've tightened-up the saved state for the Resource Plan grid for a Proposal so that there changes are not lost.
  • #19222: We've resolved an issue where drop-downs in Timesheets were remaining open even when clicking away.
  • #19358: We found and resolved a bug in the Finance Grid where forecast and actuals spanning previous and future months were not displaying correctly in summarised totals.

2023.05.02.5

Environment Release Date Status
🚂Canary 3 May 2023 ✅
🚂First Release 10 May 2023 ✅
🚂General Availability 17 May 2023 ✅

New and Improved:

  • #15094: We've made some changes to the way the insights reports are handled behind the scenes so that when the new insight reports are out of beta, clients who have the existing reports will not be impacted (eg backward compatibility). We've also introduced new methods for displaying the new reports when installed so that the Power BI login button is no longer required. Note: By default these new methods are not turned on.

Fixes:

  • #19142: A quick fix within the Bookable Resource form where the Cost Rates heading was appearing twice.
  • #17948: A cosmetic fix to ensure the 'Units (%)' section under Resource in the Task Page is visible especially for smaller monitors.

2023.04.26.4

Environment Release Date Status
🚂Canary 26 Apr 2023 ✅
🚂First Release 10 May 2023 ✅
🚂General Availability 17 May 2023 ✅

New and Improved:

  • #18354: Updated Resource Grids
    We've now included a number of user experience enhancements from user testing and feedback. Some common enhancements for the Resource Plan and Resource Demand screens includes a more concise action bar with easy to navigate view modes, timeline, search and resource add functionality. New UI with toned down greys and relevant font highlights. Variances are now the only items which are highlighted in red allowing for more focus on actions which may be required. Resource Plan: You can now view your resource plan in an ungrouped mode to a simpler list of project resources. Dedicated columns have been added for more actions and comments for each resource. Full details of the recent changes can be found here
  • #18355: We've added the ability to add custom columns to the project/proposal Resource Plan via the associated view.
  • #16036: Delete protection for Financial Categories
    We've enhanced the client side delete protection for Financial Categories (server side has been delivered previously). This item ensures that users are provided clear instruction on any ramifications when they decide to delete Financial Categories especially where there are associated parent/child categories.
  • #18076: We've redesigned the way the resource notifications trigger due to the Resource Grid performance improvements. Further information regarding in-app notifications can be found in https://docs.altus.pro    

Fixes:

  • #19135: We fixed an issue where a "Financials" tab was appearing incorrectly within a Portfolio.
  • #19142: A quick fix within the Bookable Resource form where the Cost Rates heading was appearing twice.
  • #18379: We fixed a bug where after saving a comment in the Resource Plan it didn't update the icon and was displaying zero comments.
  • #18440: We've resolved a data presentation issue in the Finance Grid which was causing decimal values to not show in the variance column on the period summary form.
  • #18582: A quick UI fix for a non-functional scrollbar in the Finance Grid when a user filters the grid by category.

2023.04.18.2

Environment Release Date Status
🚂Canary 18 Apr 2023 ✅
🚂First Release 26 Apr 2023 ✅
🚂General Availability 10 May 2023 ✅

New and Improved:

  • #18294: When a task is deleted by the Project Manager the applicable timesheet rows in future timesheets with no actuals are also removed in a timely way. This particular item provides additional deletion where there are a large number of timesheets which are to be deleted. Note: this is related to item #16800.
  • #18487: We've added backend fields for project registers called 'Include in PSR' and 'Include in Program', this will then be used in the enhanced SSRS Project Status Reports being developed. Additional documentation regarding these fields will be available in the Altus technical documentation.

Fixes:

  • #18868: Minor branding updates to Altus tool-tips and other areas within the app (No functional impact).
  • #18871: In Timesheets we fixed an issues where the date columns were misaligned when using non-english localisation.

2023.04.11.7

Environment Release Date Status
🚂Canary 11 Apr 2023 ✅
🚂First Release 18 Apr 2023 ✅
🚂General Availability 26 Apr 2023 ✅

New and Improved:

  • #16726: We've made a minor improvement to the tasks toolbar within a project so the delete button is not the primary button. This way its more difficult to delete tasks accidentally.
  • #16730: We've made a minor change to the Sell Rate and Cost Rate tables to remove superfluous wording and therefore removing the ellipsis in toolbar buttons.

Fixes:

  • #16633: We fixed an issue where the Status Reason column in tasks was displaying as a number and not the correct status. We've also made the field editable in the tasks grid.
  • #18854: We've worked around an issue where the Financial CSV extract was extracting incorrectly where a 'comma' character was found in the Budget or Cost name.
  • #18911: We resolved an issue with the New Cost and New Budget buttons in Finance were not working correctly where an incorrect settings for the Finance Form Behaviour was evident (this is an unlikely scenario).

2023.04.05.3

Environment Release Date Status
🚂Canary 6 Apr 2023 ✅
🚂First Release 11 Apr 2023 ✅
🚂General Availability 19 Apr 2023 ✅

New and Improved:

  • #15705: Project Register IDs 
    We've included IDs for Risks, Issues, Changes, Deliverables, Lessons and Decisions to be displayed in both the default list and the default details page for that register item. Please note that these IDs are generated across all projects within the environment and are unique for those register types.
  • #17117: Further homepage improvements
    We've now added direct links to Altus Insights reports from homepage panels. If a customer has customised their homepage panels their customisation(s) will be maintained, and Administrators will be able to add Insight reporting links at a later date. We've also made minor adjustments to the links in the homepage panels to make them more readable.
  • #16729: Within Portfolios we've now split the existing Projects/Programs tab into their own separate tabs to improve usability. The configuration of these two tabs has also been enhanced in Altus settings.
  • #16800: We've made a change so that when a task is deleted by the Project Manager the applicable timesheet rows in future timesheets with no actuals are also removed.

Fixes:

  • #15599: We fixed a bug in Projects where users would see incorrect values in Project Manager or Sponsor drop-downs in the header after navigating from the Details tab to another tab.
  • #18591: We resolved a minor branding fix on insights pages where reports were either missing or inactive.
  • #18618: We fixed an issue where the 'Status Report (PPTX)' was being generated with additional blank pages.
  • #16191: We improved a UI issue where an unsaved fulfilment row was showing a numerical status value instead of a more user-friendly status of 'Draft'.
  • #15248: We resolved an issue where unassigned resources in Project Online were being assigned to tasks in the Altus.

2023.03.28.2

Kaizen released to 🚂Canary on 29 Mar 2023

New and Improved:

  • #15436: We've added the calculated Risk Score to risk grids.
  • #18244: Improved Currency Precision for Finance records in Dataverse
    With this update, the precision of the currency configured in the Dataverse environment will be used to determine the underlying value that will be stored for the financial transaction record in Dataverse. If a Project currency has been set, the precision for that currency will be used, otherwise the environment base currency precision will be used. Note: Rendering of these values in the Finance Grid UI will still be displayed at the precision level set in the Altus Configuration Setting 'Finance' > 'General Settings' > 'Precision'.

Fixes:

  • #13900: Finance UI Uplift: Total Forecast precision issue
  • #15871: We've resolved an issue where in-app notifications were returning even after clicking the 'Dismiss All' button in the Notifications Center. This also resolves the issue where disabling Toast notifications via settings was not working as expected.
  • #18317: Resolved an issue where the KPI Status Update icons were displaying ‘?’ for blank KPI values.

2023.03.28.9

Atsumeru released to 🚂Canary on 29 Mar 2023

New and Improved:

  • #15436: We've added the calculated Risk Score to risk grids.
  • #16800: We've made a change so that when a task is deleted by the Project Manager the applicable timesheet rows in future timesheets with no actuals are also removed.
  • #18244: Improved Currency Precision for Finance records in Dataverse
    With this update, the precision of the currency configured in the Dataverse environment will be used to determine the underlying value that will be stored for the financial transaction record in Dataverse. If a Project currency has been set, the precision for that currency will be used, otherwise the environment base currency precision will be used. Note: Rendering of these values in the Finance Grid UI will still be displayed at the precision level set in the Altus Configuration Setting 'Finance' > 'General Settings' > 'Precision'.

Fixes:

  • #13900: Finance UI Uplift: Total Forecast precision issue
  • #15599: We fixed a bug in Projects where users would see incorrect values in Project Manager or Sponsor drop-downs in the header after navigating from the Details tab to another tab.
  • #18317: Resolved an issue where the KPI Status Update icons were displaying ‘?’ for blank KPI values.

2023.03.29.5

ControlsV1 released to 🚂Canary on 29 Mar 2023

New and Improved:

  • #16355: The Office 365 Group picker now has the ability to allow users to unlink the associated group. Note: unlinking a group will leave the existing group in place and visibility of project related records (risks/issues/etc) can be altered as a result of this unlinking.
  • #18053: We've updated the way in which the Key Dates filter calculates dates so they are inclusive of the selected dates. 
  • #18243:
    Improved Currency Precision in Resource to Finance Sync
    We are extending the capability of Resource to Finance Sync to allow for environment based currency settings. This allows for more accurate representation of currency within the Resource to Finance Sync when rounding dollar values to more than two decimal places. 

Fixes:

  • #18325: We've added a workaround to address a Microsoft issue where some edit modals appear behind the fullscreen modal when users are using Task, Resourcing, and Finance in fullscreen mode.
  • #18332: We fixed an issue where the Financial Grid content was incorrectly aligned with header row/headers when Fiscal Periods are in use.
  • #18454: Fixed an issue with the Timesheets Locked feature not correctly handling null values.
  • #18521: We've now included a workaround to Microsoft's changes to the standard solution version increment method.

🌶️ HOTFIX: 2023.03.24. 2023.03.25.

ControlsV1 released to 🚂Canary on 24 Mar 2023

ControlsV1 released to 🚂First Release on 24 Mar 2023

ControlsV1 released to 🚂General Availability on 24 Mar 2023

Fixes:

  • #18454: HOTFIX: Fixed an issue introduced with #16799 where the Timesheets Locked feature was not correctly handling NULL values. This fixes a problem where timesheet rows that were not appearing where the value for the 'Locked' field was NULL

2023.03.20.2

Kaizen released to 🚂Canary on 21 Mar 2023

New and Improved:

  • #16800: We've made a change so that when a task is deleted by the Project Manager the applicable timesheet rows in future timesheets with no actuals are also removed.
  • #18070: Resource grid enhancements
    We've improved how the resource grid works when there is large amount of resource data. Upon opening the resource grid, all visible columns are loaded immediately thus allowing the user to view the current grid as quickly as possible. As the user then navigates around the grid, columns and totals (if applicable) are calculated and become visible when loaded. Where an extreme amount of data is loaded we recommend overall totals to be turned off (Note: a warning in this scenario will be displayed to the user).

Fixes:

  • #15840: We've improved the performance of the Resource Plan grid where an environment has a high number of resources and multiple years worth of resource requests.
  • #17970: We've fixed the Status Update icon so it is now surfaced correctly within the App, eg when a Status Update is shown in the new Recent Items panel on the Altus homepage.
  • #18343: We discovered another location in the app where the percentage complete was displaying twice, so we resolved it.

2023.03.20.6

Atsumeru released to 🚂Canary on 21 Mar 2023

New and Improved:

  • #16800: We've made a change so that when a task is deleted by the Project Manager the applicable timesheet rows in future timesheets with no actuals are also removed.
  • #18070: Resource grid enhancements
    We've improved how the resource grid works when there is large amount of resource data. Upon opening the resource grid, all visible columns are loaded immediately thus allowing the user to view the current grid as quickly as possible. As the user then navigates around the grid, columns and totals (if applicable) are calculated and become visible when loaded. Where an extreme amount of data is loaded we recommend overall totals to be turned off (Note: a warning in this scenario will be displayed to the user).

Fixes:

  • #15840: We've improved the performance of the Resource Plan grid where an environment has a high number of resources and multiple years worth of resource requests.
  • #15871: We've resolved an issue where in-app notifications were returning even after clicking the 'Dismiss All' button in the Notifications Center. This also resolves the issue where disabling Toast notifications via settings was not working as expected.
  • #17970: We've fixed the Status Update icon so it is now surfaced correctly within the App, eg when a Status Update is shown in the new Recent Items panel on the Altus homepage.
  • #18343: We discovered another location in the app where the percentage complete was displaying twice, so we resolved it.

2023.03.21.6

ControlsV1 released to 🚂Canary on 21 Mar 2023

New and Improved:

  • #18070: Resource grid enhancements
    We've improved how the resource grid works when there is large amount of resource data. Upon opening the resource grid, all visible columns are loaded immediately thus allowing the user to view the current grid as quickly as possible. As the user then navigates around the grid, columns and totals (if applicable) are calculated and become visible when loaded. Where an extreme amount of data is loaded we recommend overall totals to be turned off (Note: a warning in this scenario will be displayed to the user).

Fixes:

  • #15840: We've improved the performance of the Resource Plan grid where an environment has a high number of resources and multiple years worth of resource requests.
  • #16470: We fixed the tasks Gantt view so that when scrolling the date columns are no longer frozen in place.
  • #16847: We resolved an issue where the Quick Create form for Financial Items was not validating mandatory custom lookup fields correctly, even though they were entered correctly by the user.
  • #17060: We resolved an issue where a superfluous scrollbar was appearing on smaller monitors in the Finance grid menu.

2023.03.15.4

Atsumeru released to 🚂Canary on 15 Mar 2023

New and Improved:

  • #15426: Bookable resource delete protection
    Previously it was possible for users to delete a bookable resource which may have caused issues with historical timesheets. As a result we've added delete protection for bookable resources so that users don't accidentally delete these entities without being aware of the ramifications.
  • #16800: We've made a change so that where a relevant task is deleted by the Project Manager the applicable timesheet is also removed.

Fixes:

  • #18055: Landing Page performance improvements

2023.03.15.2

Kaizen released to 🚂Canary on 15 Mar 2023

New and Improved:

  • #15426: Bookable resource delete protection
    Previously it was possible for users to delete a bookable resource which may have caused issues with historical timesheets. As a result we've added delete protection for bookable resources so that users don't accidentally delete these entities without being aware of the ramifications.
  • #16800: We've made a change so that where a relevant task is deleted by the Project Manager the applicable timesheet is also removed.

2023.03.15.2

ControlsV1 released to 🚂Canary on 15 Mar 2023

New and Improved:

  • #8717: Improved grid user experience
    We've improved the Resource Plan, Resource Demand, Availability Heatmap and Timesheet grids so that users can navigate the grid in a more intuitive way similar to how they may use Excel. We've also included some cell highlighting to identify the current active cell.

Fixes:

  • #17078: Projects with special characters in their name can now access the project documents without needing the "Open in Teams" workaround.
  • #18242: Fixed some alignment issues with the timesheet grid which crept in after the other grid enhancements.

2023.03.08.4

Atsumeru released to 🚂Canary on 8 Mar 2023

New and Improved:

  • #16799: We have added a Task field called "Locked" to allow Project Managers to lock individual tasks to prevent any further actuals from being submitted in the Timesheet system.
    Warning message when the method used to import financials changes

Fixes:

  • #17064: We resolved an issue where some notifications for Resource Request submissions were not being received to the relevant users.

2023.03.08.4

Kaizen released to 🚂Canary on 8 Mar 2023

New and Improved:

  • #12656: Unique names for timesheet periods
    We've added functionality to ensure that timesheet periods names are unique. The new functionality will enforce uniqueness where the new or existing system has no duplicates. Where an existing system has duplicates, the new functionality will not be activated. Instructions for locating and removing these duplicates are available in https://docs.altus.pro 
  • #16799: We have added a Task field called "Locked" to allow Project Managers to lock individual tasks to prevent any further actuals from being submitted in the Timesheet system.

Fixes:

  • #17064: We resolved an issue where some notifications for Resource Request submissions were not being received to the relevant users.
  • #18055: We've improved the performance of the new Altus homepage

2023.03.08.2

ControlsV1 released to 🚂Canary on 8 Mar 2023

New and Improved:

  • #16799: We have added a Task field called "Locked" to allow Project Managers to lock individual tasks to prevent any further actuals from being submitted in the Timesheet system.

2023.03.07.1

Atsumeru released to 🚂Canary on 7 Mar 2023

New and Improved:

  • #12656: Unique names for timesheet periods
    We've added functionality to ensure that timesheet periods names are unique. The new functionality will enforce uniqueness where the new or existing system has no duplicates. Where an existing system has duplicates, the new functionality will not be activated. Instructions for locating and removing these duplicates are available in https://docs.altus.pro 
  • #15660: Updated Altus homepage
    We've updated the Altus home page based on user feedback and UX best practice. We've also included a configurable recent items panel. By default this panel shows all recent items but can also be configured to include only specific entities and is also filterable based on security role. Further configuration for these panels is also available in Altus settings. We've also modified the way the configurable quick create links are displayed in a new panel type.
  • #15677: Delete protection for Portfolios and Programs
    We've added delete protection for Portfolios and Programs the same way in which delete protection works for Projects. A delete protection confirmation window will display if a user selects to delete the Portfolio or Program.
  • #15827: Altus settings improvements
    We've added more documentation for Altus settings to enable improved understanding of how many settings work within Altus. We've also improved the user experience within settings so where possible friendly display names are used (eg within drop-downs).

Fixes:

  • #16167: We've resolved a situation in the Resource Forecast import where a resource's short hours were placed into the last period that had contained a value, now the short hours are placed in the final period that contains a value.

2023.03.06.3

Kaizen released to 🚂Canary on 7 Mar 2023

New and Improved:

  • #15660: Updated Altus homepage
    We've updated the Altus home page based on user feedback and UX best practice. We've also included a configurable recent items panel. By default this panel shows all recent items but can also be configured to include only specific entities and is also filterable based on security role. Further configuration for these panels is also available in Altus settings. We've also modified the way the configurable quick create links are displayed in a new panel type.
  • #15827: Altus settings improvements
    We've added more documentation for Altus settings to enable improved understanding of how many settings work within Altus. We've also improved the user experience within settings so where possible friendly display names are used (eg within drop-downs).

Fixes:

  • #16167: We've resolved a situation in the Resource Forecast import where a resource's short hours were placed into the last period that had contained a value, now the short hours are placed in the final period that contains a value.

2023.03.06.5

ControlsV1 released to 🚂Canary on 7 Mar 2023

New and Improved:

  • #15660: Updated Altus homepage
    We've updated the Altus home page based on user feedback and UX best practice. We've also included a configurable recent items panel. By default this panel shows all recent items but can also be configured to include only specific entities and is also filterable based on security role. Further configuration for these panels is also available in Altus settings. We've also modified the way the configurable quick create links are displayed in a new panel type.

2023.03.02.2

ControlsV1 released to 🚂Canary on 2 Mar 2023

Fixes:

  • #17003: Changed the way frozen headers work on the Resource, Timesheet and Finance grids to prevent layering issues elsewhere in the system.

2023.02.28.2

ControlsV1 released to 🚂Canary on 28 Feb 2023

New and Improved:

  • #15827: Altus settings improvements
    We've added more documentation for Altus settings to enable improved understanding of how many settings work within Altus. We've also improved the user experience within settings so where possible friendly display names are used (eg within drop-downs).
  • #15966: Resource plan calculation settings
    We've added settings for two additional calculation options for resource plans. The options now include Highest Value (of proposed and committed), Committed Only or Proposed Only. The default option has now been modified to utilise the Proposed Only calculation. To minimise the impact on existing users we've also included a notification where a user has previously synced their resource plan data to forecasts in the previous mode.

Warning message when the method used to import financials changes

2023.02.28.1

Atsumeru released to 🚂Canary on 28 Feb 2023

New and Improved:

  • #15434: Expanded status report
    We've enhanced the status report form to allow for the view and editing of longer form status report text. Previously it was difficult to view and edit due to only two lines being visible to the user. 

  • #15966: Resource plan calculation settings
    We've added settings for two additional calculation options for resource plans. The options now include Highest Value (of proposed and committed), Committed Only or Proposed Only. The default option has now been modified to utilise the Proposed Only calculation. To minimise the impact on existing users we've also included a notification where a user has previously synced their resource plan data to forecasts in the previous mode.

Fixes:

  • #13909: We've resolved an issue where after editing and saving a project from 'Finished', the current stage is incorrectly reverting to the previous stage eg 'Closing'.
  • #16418: Resolved an issues where adding then removing a calendar exception after a resource's end date resulted in the hours for the exception to show up incorrectly as availability.

2023.02.21.5

Atsumeru released to 🚂Canary on 22 Feb 2023

New and Improved:

  • #9603: We've improved the progress spinner when unlinking an external project so that it is displayed whilst the unlinking process is running in the background.
  • #15550: We've updated bookable resources so that when a resource is deactivated and has an empty finish date, we set the finish date to be the deactivation date.
  • #15720: We changed the layout of the settings navigation bar to make the 'Configuration Settings' page to be shown first.
  • #16794: We added assignment hours information to the tooltip on timesheet lines. This allows users to see how much of their assignment is expected to be remaining as they are entering their actuals.

Fixes:

  • #16352: We've fixed an error which occurred after a Microsoft change which caused percentages to be shown doubled. This resolves tooltips and percentage complete progress bars which were displaying incorrectly.
  • #16922: Branding changes: Updated the column headings for external projects.

2023.02.20.7

Kaizen released to 🚂Canary on 22 Feb 2023

Fixes:

  • #16922: Branding changes: Updated the column headings for external projects.

2023.02.21.5

ControlsV1 released to 🚂Canary on 22 Feb 2023

New and Improved:

  • #9603: We've improved the progress spinner when unlinking an external project so that it is displayed whilst the unlinking process is running in the background.
  • #14642: Quick export of finance data to CSV
    We've created the ability to export finance data from the grid to a CSV file. The feature takes the current view including the selected financial types and outputs them to a CSV file which can then be loaded into Excel for further manipulation.

Fixes:

  • #11558: We've resolved an issue where clicking sync now on a linked Planner plan wasn't immediately reflecting in the task grid.
  • #15344: We've updated the finance grid actions on the right hand side to make them less cluttered and thus resolving issues with smaller screen resolutions.
  • #16835: We've fixed an issue where adding/deleting a project register item caused the summary widget on the left to not refresh automatically.

2023.02.14.2

Kaizen released to 🚂Canary on 14 Feb 2023

New and Improved:

  • #15190: Configurable status summary widget
    We've now included the ability to configure the status summary dashboard widgets for projects (decisions, deliverables, issues), programs (issues, decisions) and portfolios (decisions). This summary dashboard widgets allow the configuration of new summary items specific to these areas, with widget settings including heading, sub-heading, hover text, colour, layout, refresh button and a custom number of widgets. Specific widget controls are configurable. Existing status summary will remain unchanged unless configured. Note: We're aware of a bug found within this release where adding/removing register items does not automatically refresh the widget, this bug (#16835) will be fixed in a weeks time.
  • #16374: Branding Update: SSRS updates
  • #16671: Branding Update: Updated the entity, view and form names.
  • #16673: Branding Update: Updated master data for branding changes.

Fixes:

  • #16352: We've fixed an error which occurred after a Microsoft change which caused percentages to be concatonated twice. This resolves tooltips and percentage complete progress bars which were displaying incorrectly.
  • #16410: We've fixed an issue where some icons in the status updates and details pages weren't displaying.

2023.02.13.3

Atsumeru released to 🚂Canary on 14 Feb 2023

New and Improved:

  • #15190: Configurable status summary widget
    We've now included the ability to configure the status summary dashboard widgets for projects (decisions, deliverables, issues), programs (issues, decisions) and portfolios (decisions). This summary dashboard widgets allow the configuration of new summary items specific to these areas, with widget settings including heading, sub-heading, hover text, colour, layout, refresh button and a custom number of widgets. Specific widget controls are configurable. Existing status summary will remain unchanged unless configured. Note: We're aware of a bug found within this release where adding/removing register items does not automatically refresh the widget, this bug (#16835) will be fixed in a weeks time.
  • #16374: Branding Update: SSRS updates
  • #16671: Branding Update: Updated the entity, view and form names.
  • #16673: Branding Update: Updated master data for branding changes.
  • #16711: We've restored the share and assign functionality within projects.

2023.02.13.5

ControlsV1 released to 🚂Canary on 14 Feb 2023

New and Improved:

  • #15190: Configurable status summary widget
    We've now included the ability to configure the status summary dashboard widgets for projects (decisions, deliverables, issues), programs (issues, decisions) and portfolios (decisions). This summary dashboard widgets allow the configuration of new summary items specific to these areas, with widget settings including heading, sub-heading, hover text, colour, layout, refresh button and a custom number of widgets. Specific widget controls are configurable. Existing status summary will remain unchanged unless configured.
  • #15388: Improved loading defaults in configuration settings [Settings]
    We've simplified and improved the way the 'Load defaults' works in configuration settings, so only settings relating to the installed version of IQ are displayed. 
  • #16673: Branding Update: Updated master data for branding changes.

2023.02.09.5

Kaizen released to 🚂Canary on 9 Feb 2023

New and Improved:

  • #16711: We've restored the share and assign functionality within projects.

2023.02.09.4

Kaizen released to 🚂Canary on 9 Feb 2023

New and Improved:

  • #16711: We've restored the share and assign functionality within projects.

2023.02.07.4

Kaizen released to 🚂Canary on 7 Feb 2023

New and Improved:

  • #15660: Branding Update: Updated homepage layout and icons.
  • #15898: Branding Update: Updated the model driven app name, icon and sitemap.
  • #15899: Branding Update: Updated back-end telemetry and licensing end-points.
  • #15900: Branding Update: Updated model driven app security roles and SKU levels.
  • #15911: Branding Update: Updated the whats new and training sitemaps.
  • #16374: Branding Update: Updated the SSRS docs.
  • #16420: Branding Update: Updated the welcome page in model driven app.
  • #16627: Branding Update: Updated the branding flows.

2023.02.07.8

Atsumeru released to 🚂Canary on 7 Feb 2023

New and Improved:

  • #15660: Branding Update: Updated homepage layout and icons.
  • #15898: Branding Update: Updated the model driven app name, icon and sitemap.
  • #15899: Branding Update: Updated back-end telemetry and licensing end-points.
  • #15900: Branding Update: Updated model driven app security roles and SKU levels.
  • #15911: Branding Update: Updated the whats new and training sitemaps.
  • #16374: Branding Update: Updated the SSRS docs.
  • #16420: Branding Update: Updated the welcome page in model driven app.
  • #16627: Branding Update: Updated the branding flows.

2023.02.07.3

ControlsV1 released to 🚂Canary on 7 Feb 2023

New and Improved:

  • #16673: Branding Update: Updated master data where required.

2023.01.25.3

ControlsV1 released to 🚂Canary on 31 Jan 2023

New and Improved:

  • #16411: Setting to turn off FTE entry modes
    We've added a feature in settings to allow for the turning off of FTE and % FTE resourcing modes.
## 2023.01.09.2

Kaizen released to 🚂Canary on 17 Jan 2023

New and Improved:

  • #14395: KPI settings improvement
    We've improved the way customised KPI option set labels are displayed in IQ settings.
  • #15048: New version banner [Settings]
    We've now included a banner to be displayed to specific users when the IQ version currently in use has updates available. This can be configured in the IQ settings area.
  • #15625: Hide assign and share buttons in project grid
    We've hidden the assign and share buttons so they no longer appear in the ribbon when a project is selected from the homepage grid.

Fixes:

  • #9181: Fixed the external project picker which was incorrectly displaying a fetch failure for DevOps and Jira.
  • #10483: Fixed an issue where the Jira task sync where done issues were not being marked as complete, which was affecting the percent complete calculation in IQ
  • #14699: Added the status field and its associated values to the lessons learned details page
  • #15348: Resolved an issue where recalling a timesheet can delete actuals in a locked fiscal period.
  • #15662: Resolved a rounding issue which caused the import indicator to always display even if import was successful.

2023.01.16.1

Atsumeru released to 🚂Canary on 17 Jan 2023

New and Improved:

  • #14395: KPI settings improvement
    We've improved the way customised KPI option set labels are displayed in IQ settings.
  • #14968: Custom columns in grids [Resources]
    We've enhanced the way the resource demand, availability and resource allocation grids work. This allows users to add and remove fields to the grid via Dynamics.
  • #15048: New version banner [Settings]
    We've now included a banner to be displayed to specific users when the IQ version currently in use has updates available. This can be configured in the IQ settings area. 
  • #15625: Hide assign and share buttons in project grid
    We've hidden the assign and share buttons so they no longer appear in the ribbon when a project is selected from the homepage grid.
  • #15519: Maximum hours per timesheet period [Timesheets]
    We've added a setting in timesheet general settings to limit the maximum number of hours allowed to be saved on a timesheet.
  • #15012: Enhanced the save process in resource plan
    We've adjusted the way in which we handle changes to the grid so that the 'unsaved changes' warning message is only displayed when applicable.
  • #10563: Hide totals column in finance grid
    We've added the ability to hide the totals column in the financials grid.
  • #15359: Cleaned up risk matrix
    Removed non-functioning user interface elements from the Risk Matrix.
  • #15613: Updated context menus for resource grids
    We've added the ability to open details from context menus in the resource management grids (when allowed via configuration settings).
  • #151189: Timesheet filter configuration
    For Task Mode, administrators can now toggle whether or not the default filtering applied via configuration settings is also applied to the Project Task Picker.
  • #14888: Linking configuration settings to documentation
    We've now added documentation link capability to Configuration Settings forms. As part of this we've also updated documentation on the Status Update Information Panels setting and resolved a bug relating to the variance calculation configuration for Information Panels.

Fixes:

  • #9181: Fixed the external project picker which was incorrectly displaying a fetch failure for DevOps and Jira.
  • #15348: Resolved an issue where recalling a timesheet can delete actuals in a locked fiscal period.
  • #15662: Resolved a rounding issue which caused the import indicator to always display even if import was successful.
  • #15823: We've added delete protection for financial categories so they cannot be deleted if they are in use. [Finances]
  • #16033: We've fixed a user interface rounding error between FTE and % FTE for a resource in the resource tooltip. We've also improved the resource hover tooltip from a usability perspective.
  • #15889: Removed some existing table storage in Sensei Hub which was causing a client to be unable to provision new environments.
  • #15754: Resolved a usability issue at zoom levels greater than daily - when hours are distributed in resource requests (days), and a calendar exception is introduced where a portion of the period already has hours recorded.
  • #15828: Resolved an issue where the KPI icons weren't loading where custom KPIs had been configured.
  • #15242: Resolved an issue with the resource grid which impacted in-app notifications not being displayed in a specific scenario. This change also includes some minor UI tweaks to make the grid consistent with other grids.
  • #14884: Fixed a tooltip in timesheets to correctly display task details in the 'Select project task(s)' modal window.
  • #15600: We've fixed an issue in the Sensei Teams IQ app where adding a user to a group did not provide access to the user as expected.
  • #11570: Resolved an issue where the PMO user is unable to see the portfolio and program lookups in the project.
  • #13165: Resolved an issue where a new Planner project is being created after toggling between different types of external projects to link.
  • #14386: Fixed the program status details page widget refresh button which previously was not working as intended. It now correctly refreshes the project progress and effort complete visuals.
  • #15661: Fixed an issue on the resource demand grid where the timeline overlaps when clicking edit filters.
  • #15329: Added additional exception logging to assist in diagnosing issues with the Task control.
  • #12512: Reduced exception logging when Graph connection cannot be established within Group Owner Picker control.
  • #10682: Updated maximum character length for Project Type tab configuration to protect against character limit issues.
  • #15121: Resolved issues with overlapping of screen elements when in full screen mode in tasks, resource plan and finance grids.
  • #13941: Fixed overlapping screen elements when using new resource quick create in the resource demand view.
  • #15087: Fixed the overlapping of the timeline and other screen elements when using the resource grid.
  • #15011: Resolved a bug when linking a project to a portfolio, removing the link, and then linking that same project to a program within the same save operation.

2023.01.16.1

ControlsV1 released to 🚂Canary on 17 Jan 2023

New and Improved:

  • #7390: Enhanced the comment system [Resourcing]
    We've made a change to the commenting system so upon submission of a comment the dialog closes as expected. 
  • #14968: Custom columns in grids [Resources]
    We've enhanced the way the resource demand, availability and resource allocation grids work. This allows users to add and remove fields to the grid via Dynamics.
  • #15388: Improved loading defaults in configuration settings [Settings]
    We've simplified and improved the way the 'Load defaults' works in configuration settings, so only settings relating to the installed version of IQ are displayed. 

< Older | Newer >

Edit this page