Project Planner (XPP-OC) - R2023x FD04

New enhancements in this release for this role:

(Tip: You can use the Table of Content  , on the right side, to view the list of all enhancements)

Rich Text in Task & Projects Description

Why

Enrich communication and clarity among project team members by using rich text in projects and tasks description.

How     

  • We are now supporting rich text for the Description of tasks and projects.
  • Using the rich text you can now:
    • Create bold and italicize fonts
    • Underline phrases
    • Add bullet points.
    • Choose different fonts, text sizes, and colors
    • Add hyperlinks
    • Embed images
    • And more


Muted Project Subscription Notification Management

Why

Be notified only on relevant events

How     

  • A new property is introduced, available on projects and project elements (tasks, milestones), that allows you to:
    • Subscribe to notifications
    • Unsubscribe to notifications

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  • Using the Subscribe property, you can change the default behavior:
    • Mute notifications for specific projects
    • Subscribe to all notifications from specific tasks/milestones (even if you are not in the list of notifications recipients)

Note:
This property is also available on standalone tasks in collaborative Tasks application.

Support User profiles in Template Instantiation

Why

Improve project standardization by cloning User Profiles

How     

  • When creating a project from a template or from another project, the User Profiles are now:
    • Cloned, and appear in the Members tab.
    • Connected to the cloned tasks as in the source project.
  • Project Members are not cloned from template, therefore, after cloning, the User Profile will not have any users assigned to it.

Display User Profile after Assignment

Why

Improve resource allocation management with available information about the profile, skills and business role of the required resource.

How     

  • New columns are added to the Members table view in Project Members Tab:
    • User Profile Name
    • Business Role
    • Skills
  • This information is displayed in the table, also after the user was assigned to the project.
  • You can also un-assign a user.
    In this case:
    • The User Profile will go back to its unassigned state.
    • If the user who was assigned is not assigned to any other User Profile, a dialog box will be shown, asking you if the user should remain a project member or removed from the project.

Task Name Availability in the Property Panel

Why

Improve collaboration and clarity through a unique task’s name / id

How     

  • A new field ‘Name’ is available now in the task’s property panel.
  • The name is unique per tenant.

                                                             Same Title different / unique Name:





Candidate Assignees for Tasks

Why

Improve efficiency of resource allocation process by setting candidate assignees

How     

A new field ‘Candidate Assignees’ was added to the Task Members tab, in both ‘Project Planning’ and ‘Collaborative Tasks’ applications.

Candidate Assignees’ can contain single users or a group of users.

A new filter ‘Show Tasks where I'm the Candidate’ was added, displaying all the tasks that:

  • Does not have any assignee
    AND
  • The user is directly a ‘Candidate Assignee’ or part of a group which is a ‘Candidate Assignee’.

Deliverables and Assignees for Milestones

Why

Improve project review process and traceability by adding deliverables and assignees to milestones

How     

You can now add deliverables and assignees to milestones.


Project Planning Control Center

Why

Improve administration through a new Project Planning Control Center

How     

A new ‘Project Planning Control Center’ widget is now available, that enables platform administrators to grant Project Administrator responsibility to other persons or groups.


🎬 To discover more about these enhancements, watch the video below: 


If you have any question or comments on these highlights, please share them with us below. 👇
Thanks!
 

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