New Features

DeliveryStack

 

Project Managers

  • We've updated the ability to see all the tasks currently booked for resources when finding a resource to book and provided a schedule details view of those tasks across a 4 week period.
When going to book a resource for a Task or User Story you are able to see schedule details of where each resource is booked and adjust the project schedule, hours to be booked or when to book that resource. This is available for all of the different roles of your resources and makes it much easier to plan for the success of your project.
  • An adjustment was made to resource allocation on Tasks and User Stories so that you are able to redistribute the hours booked between your resources. The functionality is now consistent across both items.
With this update you are now able to distribute hours amongst already booked resources if there are scheduling conflicts or a priority shift has occurred. This can be accessed through the "Redistribute" button within the Resources tab of a Task or User Story.
 
The button "Book A Resource" also becomes available if you have under budgeted hours and want to assign a new resource to fulfill the budgeted hours requirement.
  • We added a setting that allows you to set time entries to billable or non billable as the default option. You are also able to set whether that default setting is able to be overridden by project resources when entering time.
This feature is able to be set for each project classification and can be changed by accessing the Configure area, selecting Project Classification and clicking on the Classification name.
 
The ability to set the default behavior of time sheet entries enables you to keep consistency across project resources entry of time sheets.
  • The logic was updated for calculating remaining hours on a Project when the task is ahead of plan and now correctly displays Hours Remaining appropriately.
  • A "Project Delivery" dashboard was added for easier oversight on project timelines, project approvals, time sheet entries & approvals and resource assignment.
It includes the following items:
  1. A list of all Active Projects
  2. A list of Project Approvals
  3. A list of all Time Entry Approvals
  4. A chart of All Time Sheets in the last 2 weeks that are missing
  5. A chart of All Active Projects by Classification
  6. A chart of Active Project Resource Assignments by Budgeted Hours
  7. A chart of Project Backlog by Project with Remaining Hours
  8. A chart of Project Backlog by Role with Remaining Hours
This overview will dramatically improve your ability to monitor, manage and resource projects at a glance.

 

Service Managers

  • We've updated the ability to delegate time on a time sheet to other project resources.
When setting the option "Delegate Time" to 'Yes' on a "New" time sheet, a "Project Resource" field appears to select the appropriate resource to delegate time entries.
This update will allow project resources to delegate time entries to another individual in their absence and provide continuity of entries.
  • Classifications have been added to Project Tasks for further diversification.
These Classifications can be added/edited/deleted by going into the Configure Area, and selecting Project Task Classification.
  • A "Project Variance" dashboard was added for easier oversight on variances on Project, Project Tasks and User Stories.

It includes the following items:

  1. A chart of Project Variance by Classification
  2. A chart of Project Task Variance by Classification
  3. A chart of User Story Variance by Classification
This overview will provide you with leading indicators for variances between Budgeted time and Estimated Actual Completion Hours for Projects, Project Tasks and User Stories across the different classifications.
  • Added a view to Time Sheets called "My Team's Time Sheets" that displays all time sheet records for project resources you manage.

 

Project Resources

  • We've updated the time sheet to reflect remaining time when you have no bookings but still had remaining time.
Previously no values were present in the weekday cells on a task.
  • We've replaced the title on the time sheet pop-up to "Time Sheet - [Resource Name]" to more appropriately identify the Time Sheet you are working on.
Previously the title just said "Time Sheet" and it wasn't clear which time sheet you were referencing.
  • We updated the days of the week on the time sheet to display the date when you mouse over for a more appropriate reflection of when time is being entered.
Previously you needed to know which week you were submitting time for; to correspond to the day you were entering it.
  • Confirming or reviewing your time sheet entries has been updated with better logic and for ease of use.
If there are any unconfirmed hours that have been booked a "Confirm" button will display.
Once you have "Confirmed" and saved your entry, the status will display as "Confirmed".
If there are rejected time entries the status will display as "Rejected".
If your entry has been accepted, the status will display as "Accepted".
  • Multiple time entries per day per project task/user story has been enabled.
This feature will enable the ability for you to add multiple time entries on the same day. You can also set the entry to billable or non-billable.
You can access this by going into your time sheet and double clicking on the day of the week for the associated Task or User Story. A  new window will pop up providing you the previous time entries and an "Add" button that can be clicked for a new entry.
 
With this update you will be able to more accurately reflect the time spent on tasks and projects, with improved oversight for your managers.

 

Security

  • Security was added to time sheets so that only the project resource or delegated project resource can add or modify time sheets or time entries.
For example:
 
John can create a "Time Sheet" for Jill.
John can edit to create new time entries or update existing ones and so can Jill.
John can still edit all the time entries on the time sheet even if Jill created some.
 
Jill can create a "Time Entry" for John and both Jill and John can edit it. 
 

General

  • Updated views when creating a new Task or User Story and selecting the Task to be associated with.
  • Removed First/Last Time Entry and Actual Duration from forms to provide cleaner viewing of information.
  • Updated the site map for easier navigation and consistency of where information resides.

 

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Keywords: Release Notes, Release, Notes, Patch