2024.1.11 - Save the Day, Automatically

This release introduces pivotal updates with the rollout of Auto Save and ReadOnly Mode, aimed at streamlining your interaction with the PPM Process Package. These features are designed to enhance data integrity and ease of use, reflecting our commitment to improving user experience through smart functionality.

Migration

⚠️ To ensure a seamless transition to the new features and enhancements introduced in this release, it is recommended to perform the migration steps described in Post Update Activities: 2024.1.11.

Features

Automatic Saving

• Seamless Background Saving: The traditional “Save” button has been replaced with automatic saving. A new indicator now shows the saving status, including active saving, completed saves, or hints to fill mandatory fields.
• User-Controlled Setting: Automatic saving can be toggled on or off in PPP Settings, with future plans to allow control at a BRF+ level.

ReadOnly Mode

• Initial ReadOnly Mode: In response to user feedback for increased safety, all objects (like Items, Projects, Tasks) now open in a read-only mode first. Editing is enabled by clicking the “Edit” button.
• User-Controlled Setting: This feature can also be toggled in PPP Settings, with BRF+ customization options coming in future updates.

Support for Checklist References

• Full Checklist Reference Integration: Checklist References are now fully supported, enhancing the functionality with both Standard and Customer fields, and resolving them into actionable checklists.

Editable Fields on Resources

• Resource-Specific Customization: Fields on Resources in the “Roles” tab are now editable. Use the BRF+ decision table “Form Control Participant” to customize these fields.
• Flag for Differentiation: The “Is Resource” flag has been introduced in “Form Control Participant” to specify whether a field affects a Resource or a Role.
• New Origins: Two new origins BUPA and BUPA_LINK have been introduced to Basic Field Config, which allow you to display data of business partners and business partner links of a selected Resource respectively.

Gantt Chart Performance Improvements

• Enhanced Speed and Efficiency: Opening the Gantt Chart in Project Planning is significantly faster, with improvements in saving projects, loading the Gantt, and reloading data post-Gantt interaction.

Reworked Error Dialogs

• User-Friendly Error Handling: Error dialogs have been redesigned to be less technical and more intuitive. In the case of severe technical issues, users can now export a Crash Report for support troubleshooting. This one of the few features we hope you never actually experience first hand, but if you do, please let us know.

Bug Fixes

We’ve been hard at work squashing bugs to make your PPP experience smoother. Here’s what we’ve fixed in this release:

• Filtering for Severity Inside Project Planning Results in a Crash
• Dates Are Being Sent With Locale Timezone Offset (Not in UTC)
• Opening the Gantt Chart Causes All PPP Controls to Reload
• Changing Multiple Role Features at Once Results in Locking Issues
• Accessing Checklist References With Certain Features Results in a Crash
• Total Demand Is Still 0 After Demand Distribution Has Been Triggered
• Changing Task Types Is Not Persisted After Save
• ‘Project Type’ Is Not Accounted for When Evaluating Reload Relevant Fields
• Changing ‘Sold-To-Party’ Results in a Crash
• Changing “Percent Completion” Results in Crash
• Searching for User Authorization Results in Crash
• Changing Fields Does Not Refresh Other Fields Referring to Origin Field CHANGED_BY
• ‘Duration’ Isn’t Recalculated After Changing Date Constraints