PLANTA project 39.5.20

In PLANTA project, an option to use tooltip modules for dynamic display of contents has been implemented as an alternative to static tooltips. Tooltip Modules provide an option for having explanations or other information displayed depending on the values of a field. To learn how to create and embed tooltip modules, please refer to the Tooltips customizen description in the PLANTA customizer help area.

• E.g. display of business cards on resource fields, display of project and proposal information on their respective name fields, in-depth explanations on dependencies of planning objects in the portfolio on the Dependency field, justifications for the activated Mandatory checkbox on planning objects in the portfolio etc.

You can only assign images to projects and proposals in the Project Core Data or Proposal Core Data accordingly. The images are displayed in a tooltip along with additional information on the respective project or proposal if the user hovers the mouse over the name of the planning object. When you create a project or proposal, an image is inserted which is defined as standard image in the Global Settings. Subsequently, the image can be replaced by an individual image in the Project or Proposal Core Data.

During update, a PLANTA standard image is automatically stored in the system and assigned to all existing projects and proposals. After an update, the default image can be changed in the Global Settings.

In the Group 1 and Group 2 filter listboxes in the Portfolio Info Board, the groups are displayed by area to facilitate the selection for the Objective Contribution by Groups analysis. Background: both groups for the afore mentioned analysis must stem from the same area since the evaluation of the planning objects in the core data modules is carried out separately for each area (see above) in which objective contribution criteria are grouped. Different areas can contain different groups.

The functionality of the portfolio images has been revised and the Manage Portfolio Images and Select Portfolio Images modules have been removed. Portfolio images can now be uploaded, changed, and deleted in the Portfolio Core Data. When you create a Portfolios, an image is inserted which is defined as standard image in the Global Settings. Subsequently, the image can be replaced by an individual image in the Portfolio Core Data.

During update, a PLANTA default image for portfolios is automatically stored in the system. If a default image already existed prior to the update, it will be overwritten during the update. After an update, the default image can be changed in the Global Settings. However, all portfolios retain the images which are assigned to them at the time at which the update is carried out.

Automatic synchronization for hybrid systems has been implemented. The synchronization is now run automatically immediately after you have saved the relevant changes, provided that all settings for the hybrid system have been set correctly.

• • For pulse, the user, project, task, and then resource assignment interfaces are run automatically.
  • For Jira, only the project and task interfaces are run automatically.

In the course of automation, the default interfaces for pulse and Jira have been consolidated and partially changed. See also Release Notes for PLANTA link

Automatic synchronization has been implemented based on the two new “Pulse hybrid synchronization“ and “Jira hybrid synchronization” events. The events are automatically activated as soon as the API URLs for the hybrid interface have been defined.

A new module for the logging of all synchronization requests has been implemented. The module can be found under Further...→ Miscellaneous → Hybrid Protocol. 

• On this basis, an additional help function has been implemented for failed synchronization requests. If synchronization fails, this is now indicated in the Dashboard module by the symbol. By clicking on the symbol, the new Hybrid Protocol module is opened, in which you can view the cause of the failure. 

In the course of synchronization rebuild, an option has been implemented which allows you to define in a PLANTA project administration module which users are to be synchronized. For this purpose, a new module variant has been implemented in the Users module which contains two new checkboxes: Synchronize with PLANTA pulse and Synchronize with Jira Server. Only users for whom the checkbox is activated are created in the external system. For further changes which have been made to the user synchronization, please refer to the Release Notes for PLANTA link.

If a user is created in PLANTA pulse in the course of user synchronization, he/she receives an invitation e-mail by PLANTA pulse in which he/she is asked to define a password.

Users left are no longer created in PLANTA pulse.