Project and Portfolio Management

PLANTA project 39.5.21



Version 39.5.21 contains: Database 39.5.21, Server 39.5.34, Client 39.5.33

released on: 02/19/2024

Below, release notes on PLANTA project user functions are listed. For release notes on the customizing and interface functions, please refer to the PLANTA customizer and PLANTA link help areas.

The functions and bugfixes listed here are mainly contained in the database software component. Functions which stem from the server or client component are explicitly indicated in the column on the right-hand side. The Releases and Downloads section in the Technology/Installation help area provides you with a comprehensive overview of the PLANTA project releases with links to their corresponding pages as well as with information on software installation and update for the release you use.

Here you can find known and fixed issues.

Press CTRL+B in the program or select the ? → System Information menu item to learn which component versions you are using.

Features


Key

Description

From Server/Client

General



Almost all charts (with only a few exceptions) in the PLANTA project component, that have up to now been available as visifire charts have been changed to a new Synchfusion-Blazor component texhnology and can be adjusted via the PLANTA chart customizer. You can also create new charts using the PLANTA Chart Customizer.


27002

27055

Quick access from the user menu has been extended.

  • The last panels and modules which were directly opened from the user menu are now displayed in the same way as planning objects under Recently viewed and can be marked as favorites.

  • Portfolios are also included in the quick access and can be marked as favorites both in the user menu and in the Portfolio Core Data module.


Project


26159

Resource requests/approvals

are now available for subprojects as well.


26941

From the Task module you can now also have the utilization of the assigned resources in other projects displayed.

S 39.5.30

22305

If you want to have the utilization of a resource who has left the company displayed, a respective message is displayed. The Show Utilization module is not opened for resources left.


26354

An option has been implemented to set the missing actual end date for a project directly during the creation of a final report. For this purpose, a respective query has been implemented.


26788

In the Evaluation criteria area of the Project Core Data, Proposal Core Data and Program Core Data modules, the

weighted criterion contribution

is now displayed additionally for each evaluation criterion. For this purpose, the corresponding column has been unhidden.


26942

In the Risks/Opportunities modules of the projects and in the Risks/Opportunities modules of the programs, plus buttons which allow for the simple insertion of new risk or opportunity records have been implemented.


26791

In the Resource Utilization by Skill and Resource Utilization by Code modules, the default period of the scale has been adapted to the period of the data.


27067

For programs and ideas, images can now be stored in the respective core data modules.


24821

In the Project Core Data and Program Core Data modules, the Schedule with gates checkbox is now activated automatically as soon as a main milestone is selected. If a main milestone is removed, the Schedule with gates checkbox remains activated. If changes are made, the time intervals on the gates are now updated when refreshing the Schedule module during scheduling. A client restart is no longer necessary.


27130

The TAB order in the Resource Requests module has been corrected,


27129

Filtering in the

Resource Requests

module has been optimized.


27109

If project dates are simulated in the portfolio, and projects are therefore shortened or postponed, the expenses that now lie outside the simulation period are no longer hidden, but are displayed in the originally planned months and must/can be redistributed manually by the portfolio manager in accordance with the new dates.


Hybrid pulse/Jira


26719

Automatic user synchronization has now also been implemented for the hybrid systems with PLANTA

project

and Jira.


Bug Fixes

Key

Description

From Server/Client

General


27027

The problem that in the employee board in the Absence of the Department module the absence and vacation values recorded by employees were not summarized to the parent resources (departments, subdepartments), has been resolved.


Project


27017

The missing arrows in the

Budget

module, which serve to transfer the budget from the baseline column to the Budget(w/o SP) and Requested (w/o SP) columns, have now been added again.


27008

The performance of the

Projects

module (multi-project board) has been improved.


26931

The format for the display of the year and of the costs has been corrected in some chart tooltips.


27047

The problem, that in the status module of the programs, the number of risks displayed in the module itself and the number of risks displayed in the chart did not match, has been resolved.


26928

In the Benefits and Revenues area of the Budget module, negative benefit values are displayed now as well.


27075

Projects which have no normal status reports but only status reports which were created for simulation purposes can now be deleted.


27077

In the pie charts for costs and effort, cost type groups which do not contain values are no longer displayed.


27070

The pie chart titles for risks/opportunities is now displayed correctly when languages are switched.


26640

The performance of the

Schedule

module has been substantially improved.


27128

If the Resource Requests module is opened from the Schedule of a particular project, the Project field is now always set to "output".


Portfolio


27025

The problem that when simulating the projects in portfolios, effort values were sometimes no longer displayed in utilization diagrams has been resolved.


PM Administration


26382

When creating new resources in the

Resource Data Sheet

, saving is now refused until all mandatory data fields are filled.


27004

A Python error message when filtering for "day" in the filter criteria of the

Calendar

module has been eliminated.


26518

The values for factors 3, 4, and 5 for resources without child resources per day (DT468) are now calculated correctly when refreshing after changes have been made.


26790

The period of the calendar listboxes is now represented uniformly in all from/up to (left on) fields.


26997

The error message in the

Calendar

module, which was displayed when holidays for Bavaria were imported while the special holiday for Augsburg was marked as a working day, has been resolved.


Hybrid pulse/Jira