Project and Portfolio Management

PLANTA project 39.5.22



Version 39.5.22 contains: Database 39.5.22, Server 39.5.36, Client 39.5.33.3

released on: 08/06/2024

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


27203

27056

27053

27148

27161

27057

27213

The remaining Visifire charts, also in the PPT exports, have been switched to the new technology and the charts that have already been converted have been improved (missing tooltips, headings, etc.).

If there are individual charts in your system, you must also convert them using the PLANTA Chart Customizer. If you have any questions, contact your PLANTA consultant.


27221

Information on the validity of the license file and the PLANTA secure component has been added to the

License level

field in the system information (CTRL+B).


Time Recording


25013

In the

Time Recording

module, adding additional tasks to already selected and displayed projects has been facilitated. You can now add additional tasks via the context menu.

,

27309

A new time-controlled event Notification function for missing postings was implemented. If this is activated, postings for the working days of the previous week are checked every Monday. If the working hours are exceeded by the presence time, the person concerned is informed by e-mail or, if activated, via adaptive cards. For further information, please click here.

  • If you use Adaptive Cards, you have the option to switch directly to the Time Recording module via a link and to complete the postings.


Portfolio


27210

When zooming in to the bar scale in the Simulation module, weeks and days no longer become visible.


27154

Effort outside the simulation period is no longer hidden, but is retained and highlighted with a traffic light. This way, effort can be identified and redistributed more quickly. The traffic light is also implemented on the Simulation: start and Simulation: end fields and turns red as soon as effort outside the simulation period incur as a result of moving the project.


27076

Now projects without a schedule (Gantt) can also be assigned to a portfolio.


Project


26956

In the

Risks/Opportunities

module of the programs, links to risk and opportunity trend analysis modules were added.


27308

Users without multi-project manager rights who have created new ideas, can now delete them as well.


27271

In the Utilization module, links to the Utilization with cause module are implemented on the resources in order to see the scheduling of the respective resource in the projects, as well as activities on the timeline as a date bar.


27273

In the Status and

Status Report

project modules, the project image is now displayed.


27364

In the Status and Status Report program modules, the program image is now displayed.


27298

If, during the creation of a new project, no default image is found in

Global Settings

, a message will be displayed indicating this and the project will be created without image.


27127

27149

For project managers, an option was implemented which allows you to manage all requests submitted by you across all of your projects in the My Resource Requests module.


27328

A new time-controlled event Notification function for missing status report has been implemented. If this is activated, the system checks whether all projects in the current month have a released status report. For projects without a status report, the project manager is informed by e-mail or, if activated, via adaptive cards. For further information, please click

here

.


PM Administration


27222

The time-controlled Nocturnal replanning event now also calculates costs, budget, and portfolios.


26915

A new time-controlled event for LDAP import was implemented. The event is deactivated by default and can be activated if necessary. For further information, please click

here

.


Hybrid pulse/Jira


27158

The connection of PLANTA project Jira Cloud with Oauth integration has been implemented.


27184

When posting hours via pulse or Jira in a hybrid system, the cost element of the corresponding resource assignment in project is now taken into account and not the default cost element of the resource. When refreshing the postings, the cost type is not overwritten.


27082

Display of the pulse statistics (number of pending/all pulse cardsof the user) also for synchronized tasks in the My Activities module. Via the link on the number you switch to the corresponding pulse board.


PLANTA project with the Web Client


27325

27320

The Web Client beta version is now available for all roles with individual limitations. For functions that are temporarily unavailable in the Web Client, queries have been implemented that allow you to switch to the Desktop Client where you can execute the corresponding function.


See also the listing of the limitations for the Web Client here.


27315

A search bar for

searching planning objects, portfolios, and modules has been implemented. You can search for functional ID, name, and manager. The results are displayed in a special dialog module.



Implementation of new functions like, e.g., the option to create links via bubbles or an AI assistant.



The design of the Web Client interface and the existing functions have been improved.


27327

The PLANTA Web Client now uses the same user menu module as the Desktop Client.


Bug Fixes

Key

Description

From Server/Client

General


27187

Module favorites are no longer deleted when they are opened from different roles/work areas.


27136

An error in the dispatch of e-mails has been fixed.


Time Recording


27410

An error in the posting of presence times that occurred when the corresponding period data record had not yet been loaded (MSSQL only) has been fixed.


27175

In the Add Projects and Tasks for Time Recording dialog module it is now possible again to insert projects via copy & paste.


26090

The performance of the import of absence data has been improved.


Project


27162

The monthly values in the expense and cost trend charts now contain links to the corresponding status reports again.


27178

In the Schedule module, the Remaining load is displayed in the scale again.


27261

The process phase chart in the Process Status module is now displayed in the correct order again.


27301

27302

27160

In cost, effort, risk, and opportunity trend charts, the line is now drawn continuously for zero values and does not drop to the zero value of the x-axis. For the month with the zero value, the dot on the line is omitted.


27293

The existing problems with month overlaps on the x-axis in some charts have been fixed.


27051

The display of the available capacity and the basic load in the capacity utilization diagram of the

Resource Planning

module is now correct if a whole week's vacation has been entered for a resource. Utilizations that are postponed to a non-working day due to the deadline calculation are displayed.


27261

The sequence of the phases in the Automotive customer projects process model has been corrected.


27137

In cost and effort charts in the Program Status module, different colors are now used for the columns of the individual reports in order to clearly separate the report columns visually.


26420

The deleted commitment values of the annual levels in the Budget module are now correctly aggregated to the project level.


27143

Archived projects are now displayed correctly in the module variant of the same name in the Projects module, even if the number of existing projects is high.


27314

After changing the module variants in the resource request modules, output data fields no longer become input.


27409

An error in the My Resource Requests module of a department manager when filtering resource requests without a status filter has been fixed.


27223

In the time recording panel of a hybrid PLANTA system, users who have left the company are not displayed anymore.


27097

It is no longer possible to delete projects that are used in a simulation or a roadmap.


27214

If the Status of a project has been set to Inactive

or

Archive, the planned effort of the scheduled department resources are no longer removed from the project. See also Known Issues.


Portfolio


27146

The display of the IDs of the planning objects in the chart tooltips and legends in the

Risks/Opportunities

module


27207

In the Simulation module, it is no longer possible to set Simulation: start later than Simulation: end, as well as from later than to.


27167

In the Budget (portfolio) module, the input fields become output fields again once an annual budget has been released. In this way, the values can no longer be changed once a budget has been released.


27236

When creating a simulation, the standard note -Please enter name- is now automatically displayed again in the title field, which should be replaced with the desired title of the simulation.


27253

The problem that the date bar was moved twice during simulation when saving was triggered in the update dialog has been fixed.


27237

In the

simulation charts

, the order in which projects are displayed in the columns depending on their priority now works correctly again: Projects with the lowest priority are displayed at the top of the chart columns, projects with the highest priority at the bottom.


PM Administration


27139

In the

Quick Entry

module, it is no longer possible to enter new resources without having filled in mandatory data fields.


27255

The preview for the person ID to be changed in the

Change person ID

module is now possible again.


27124

It is no longer possible to create a resource where the mandatory fields are not filled in by using Delete periods.


26396

The performance of the creation of resource periods has been improved.


27416

An error which occurred when

changing person idents

under Orcale has been fixed.


Hybrid pulse/Jira


27197

If a PLANTA project system is linked to a Jira system, the required Jira elements are displayed for synchronizing the tasks in the Schedule module.