Release notes





 

Version 156

Note Program Type
We have rebuild the foundation for the planning module and optimised all the functions.
All our clients will notice a perceptible improved speed when opening, unfolding project plans, unfolding staffing plans and all other parts of operating the module
DL, MAN, PL Feature
Worst of all worst cases.
The updated planning module includes in the work package all unspend budgets as well as any budget exceeding in the expected final economy.
In that way, AutoPilot shows the worst possible final economy for the work package and, for example, no longer imagines that budget exceedings in the current period will be balanced out by future budgets.
By showing the worst possible final economy it makes it possible for the project management to exhibit due diligence as early as possible by revising the work package ETC.
DL, MAN, PL Feature
The planning module now contains an overall area that provides a clear overview of the expected final economy of the work package.
The area consists of the columns:
Fee, Spent, Current rest, price for ETC and Prognosis for the final economy of the work package.
Data concerning fee and expenditure will continue to be provided automatically from the fee module and the time sheets of the employees.
The column area is based on common business principles: What is our fee, how much did we spend until now, What is left for the completion, How much does the estimate to complete cost and is the money for this sufficient.
DL, MAN, PL Feature
The planning module: New column:
Fee %.
If your fee is distributed to the activities of the work package, the new colum shows the distribution in percentage.
DL, MAN, PL Feature
Increased opportunity for work package filtering in the planning module:
It is now possible to filter based on:
The selected project
The selected work package
Chargeable work packages
Non-chargeable work packages
Aquisition work packages
Work packages in pipeline
Work packages with ETC
Favourites
DL, MAN, PL Feature
The planning module: 2 new shortcuts:
Alt-t: Filter to marked work package
F5: Refresh
Home: First period of the planning
End: Last period of the planning
Ctrl-Home: First employee in the list
Ctrl-End: Last employee in the list
DL, MAN, PL Feature
The planning module: Numbers of columns in the past and number of columns in the future:
It is now possible to simply enter the number of columns to be shown.
DL, MAN, PL Feature
Favourites in planning:
When selecting Favourites, it is now possible to select and deselect all.
DL, MAN, PL Feature
The planning module: New difference column.
The new difference column is the end of the principle that some refer to as “the snowplow”.
The column makes it clear, how many of the hours you planned to spend up to the current period, that you did not use.
The column also shows, if you spend more hours than planned.
The differencde is documented by 2 other columns.
The total budget up to the current period.
Spent up to the current period.
DL, MAN, PL Feature
The editing selections in the planning module. Depending on the individual client’s configuration, more editing selections exist for the data entry of ETC’s. The existing and classical, where the data entry in the ETC calendar updates the ETC.
3 new editing selections that all have in common that they move budgets:
From the new difference column and into the calendar
Back and forth between the budget employee and the employee
Back and forth between non distributed and calendar
DL, MAN, PL Feature
The planning module: Data entry for a budget that is to be applied for many periods:
A shortcut now makes it possible to do this directly in the planning calendar: Enter the number of periods and the desired budget.
The function works with all editing selections.
DL, MAN, PL Feature
The planning module: Limit based on capacity:
This function is activated by ticking of the box.
If the function is active, the programme automatically reduces budgets that exceeds the capacity of the employee in question.
DL, MAN, PL Feature
The planning module: New function that can delete all budgets.
A new shortcut has been created that can delete all the budgets that may be on the planning level you are currently working on. For example, you can delete all budgets fot all employees staffed on a specific activity.
DL, MAN, PL Feature
The planning module: Move budget area.
The transfer from the undistributed hoursbudget to the calendar distributed budget is now activated by pressing the left arrow.
The budget is now placed in the column “Not distributed”.
Similary, the other way around, by pressing the right arrow.
The transfer from activity budget to employee budget is activated the same way by pressing the down arrow.
The budget is as previously placed on a yellow helpline.
As something new the budgets are now counted down as they are placed on the employees.
The same is the case from work package level to activity level.
DL, MAN, PL Feature
The planning module: Accelerate or defer budgets.
New function, where the user based on a period can choose to select the date, which the budget should be moved to/deferred to.
This new function can also – under certain conditions – defer budgets that lie in the past.
DL, MAN, PL Feature
The planning module: New function, if the start of budget planning comes after expenditure start. The programme automatically outbalances alle the hours submitted with the corresponding budgets for all employees on the activity in question. Self-assigned employees will always be shown with an excess expenditure and create a warning. DL, MAN, PL Feature
The planning module: New function that for a budget row is able to add a given number of hours or deduct a given number of hours.
If the function “limit to enployee capacity” is activated, this function will work with this new function.
DL, MAN, PL Feature
The planning module: Improved graph for business capacity and budget. The graph now shows the total budgets divided into chargeable, non-chargeable and pipeline.
Furthermore the graph returns for the clients that use loan employees.
DL, MAN, PL Feature
The planning module: New graphic indication of whether the project package has a start balance.
If the project package has a start balance, there is a special graphic indication in the column “Spent”. A tooltip shows the size of Spent start balance.
DL, MAN, PL Feature
The planning module: New graphic indication of whether the project package has loan employees.
If the project package has loan employees, there is a special graphic indication in the column “expected current rate of return”.
DL, MAN, PL Feature
The planning module: The colour codes for employees in the staffing plan:
The background colour now varies according to:
Budget employee
Own employee
Loan employee
Resigned own employee
DL, MAN, PL Feature
The planning module: Exclamation point for excess expenditure has now been divided into 3:
Excess expenditure up to the current period
Excess expenditure in current period
Excess expenditure for the undistributed hours budget (non-calendar distributed budgets)
DL, MAN, PL Feature
The planning module: New right click function: Print expected current rate of return for the current project:
This function creates a print containing all work packages – both open and closed – for the project in question.
As usual the print can then be grouped after the requiered dimensions.
DL, MAN, PL Feature
The planning module: New function for the Preview function.
It is now possible to save the configuration of the planning picture concerning the selection of visible columns and their width.
In this way it is possible to reuse the configuration that suits your needs.
DL, MAN, PL Feature
The planning module:
If you use loan employees.
The economy columns concerning Spent and the ETC:
It is now optional possible:
To show them together for own employees and loan employees.
To show them divided into own employees and loan employees.
DL, MAN, PL Feature
The planning module:
Pipeline work packages are now listed with other work packages in the same project
DL, MAN, PL Change
The planning module: New filter function that depends on the configuration of the activity lines.
In its outmost consequence this function makes it possible to control any large project case with 1 work package.
This is due to the fact that it is possible to configure the activities, so they contain a phase dimension and a department dimension (for clients with departments).
The filter function makes it possible for the planning picture to work with a part of a work package belonging to a specific phase, just like it is possible for clients with departments to work with the specific department’s part of the work package.
DL, MAN, PL Feature
Administration – processing of invoice proposal.
The list of invoices now contains information about who created the invoice proposal and who send the invoice for final invoicing
Admin Feature
Administration – The invoice archive.
The list of invoices now contains information about who recorded the invoice
Admin Feature
Delivery status.
Loan employees marked as “locked” are no longer shown
DL, MAN, PL Feature
Work package – U tag.
It is now possible to lock the U tag of a work package, so that it is only certain employees – who can be allocated on a list – that are able to change it.
This can for instance be used in way, where the project management decides the U tag of a work package the first time, and afterwards a controller can check the quality of the tag and lock it, so that the project management is uanble to change the value
Config, DL, MAN, PL Feature
Invoice proposal.
Now loads faster
Admin Feature
The project index card.
Now loads faster
Admin, DL, MAN, PL Feature
Continous training module.
The report now shows a currency symbol for the base currency of the system
Admin Bugfix
Specification of duty to record.
It is now possible to specify the duty to record for each activity
DL, MAN, PL Feature
Start date for new prices list for loan employess.
It is now possible to create a random start date
Basic Feature
Maintenance.
The program now contains an overview of which version of the individual AutoPilot modules, you are running
Maintenance Feature
Performance time submission.
Graphic overview to be used by the controllers.
Total overview of the average number of days between expenditure and submission for each employee.
Web employee Feature
Access
Graphic overview to be used by the controllers.
Overall view of the allocated programme access for each employee.
Web employee Feature
Project manager jobs
Graphic overview to be used by the controllers.
Overall view of the allocated jobs for each of the individual project managers.
Project creation
Fee breakdown
Planning
Invoice proposal
Web employee Feature
New cloud service based controller system:
The system produces to do and attention lists to project leaders and to controllers.
The list is individually set up for each of our clients containing a mix of the many different checks that the service can do.
All according to the needs of each of our clients.
Web project Feature
New web based dashboard. For a given work package, it graphically shows the devellopment in time of a series of key figures: The fee agreement, expenditure and estimate to complete for own work, subcontractor expenditure and future obligations, expenditure of other costs. It also shows a graph of the development in time of the current rate of return.
The selection of work packages to choose between is governed by the users role – controller, team leader or project leader.
Web project Feature
Business performance.
Graphic business overview to be used by the management, department management and the Board of directors.
The overview shows the development over time of central economical key figures, including:
Spend employee cost price – per period and accumulated to date.
Value created – per period and accumulated to date.
Development in contribution margin – per period and accumulated to date.
Development in production factor – per period and accumulated to date
Web Company Feature
Performance time submission.
Graphic overview to be used by the management, department management and the Board of directors.
The overview shows the development over time of the average number of days between expenditure and submission – for the entire group of employees.
Web Company Feature
Development in annual leave/TOIL
Graphic overview to be used by the management, department management and the Board of directors.
The overview shows the development over time of the employees’ total right to annual leave/TOIL
Web Company Feature
Capacity in terms of planning.
Graphic business overview to be used by the management, department management and the Board of directors.
The overview shows the development over time of the future capacity compared to the future planning.
The overview shows a list of the existing probalilities for each pipeline work package.
Web Company Feature

Version 155

Note Program Type
Work packages can now individually be set as debtable or undebtable Admin, DL, MAN, PL, TS Change
Work packages can now be assigned to a location Admin, DL, MAN, PL Feature
Notes can now be specified obligatory on individual activities TS Feature
Vaious improvements in new functionality regarding special price lists. Basic Change
Work In Progress is now able to show change in costprice and value year to date.
When you hvae created the first work in progress statement of the year, you can push a button reading ultimo values regarding cost and value of own work from the previous statement.
Admin Feature
It is now possible to enable attachment of an e-mail signature to e-mails send from the AutoPilot invoicing system and e-mails send from the plan of absence. Admin Feature
Vaious improvements in new invoice reminder system offered in connection to cloudbased finance systems, Admin Feature
Optionally may value statements now be done per each activity of a work package.
To use the option it must be activated in configuration.
The use of this functionality requires the fee on each and every work package to be distributed to the activities of the work package.
MAN Feature
Various improvements of layouts and texts Admin, Basic, DL, MAN, PL, TS Change
Corrected error regarding Employee continous development accounts Admin Bugfix

Version 154

Note Program Type
New user interface creating and maintaining special price lists.
Special price lists are client pricelists, project price lists and work package price lists.
The user interface gathers all special pricelist in one single view.
Its possible to create new price lists, to maintain existing price lists and to close a pricelist.
Basic Feature
New columns in value analysis -> Rate of returns in new snapshot: Work package department and work package note DL, MAN Feature
New grouping in Print expected current rates of return: Now the print may be grouped by work package department DL, MAN, PL Feature
Capcaity may now be filtered by employee statistics 1 or employee statistics 2 DL, MAN, PL Feature

Version 153

Note Program Type
Option to display sales prices on the hour voucher.

It is now possible to display sales prices on the hour voucher.
The option must usually be turned on in configuration – Misc. 1 below the frame hour voucher.
Subsequently, the option is activated in the invoice layout of the specific work package.

Admin, PL Feature
New view in Planning

When expanding a work package at activity level and further to staffing plans, the name of employees and activities are now in the same column as the name of the work package.
This provides a better and more organised overview of how the work package is structured regarding activities and staffing of activities. Furthermore, the display of the last possible option for expansion, which shows how else the employee is budgeted – has been greatly improved.

DL, MAN, PL Feature
Speed improvement at update of all types of master data.

We have improved the database’s procedures for maintenance of integrity in the database. This results in a marked improvement in speed when updating all types of master data.

Admin, Basic Feature
API based link to cloud based financial management systems: Automatic transfer of debtor invoices from AutoPilot to the financial management system Web Company Feature
API based link to cloud based financial management systems: Automatic transfer of creditor invoices from the financial management system to AutoPilot Web Company Feature
API based link to cloud based financial management systems: Automatic updating of payment status of invoices in AutoPilot based on payment status in the financial management system Web Company Feature
Default value of “Name of work package on invoice”
In Configuration – Invoice – you are now able to state if the invoice layout of a new work package should automatically display “Work package name on invoice” or not.
Admin, PL Feature
Automated reminder email to employees who have not handed in their timesheet the last X days. X is optional – for example, can be set to 2. Web employee Feature
Option for submission of timesheet ahead of time for employees who leave at the end of the current month. It is a requirement that all registrations are registrations of absence. Web employee Feature
Automatic submission of timesheets of employees who are on annual leave or who are absent due to other kinds of leave. Web employee Feature
Issuing invoices which are not linked to any project:
If the invoice is not related to any project, then the standard invoice email address of the client is used now.
Admin Feature
Cost price in foreign currency, Currency code and Exchange rate have been added to View in the voucher list Admin Feature
Option to select obligatory note for new work package when transferring hours. Admin Feature
Plan of absence can now be displayed in Planning.
Here it displays the future plans of absence of those employees that are staffed on the given work package. You activate it by using the right-click menu in Planning
DL, MAN, PL Feature
Simplified error messages for “Remove employee” in Planning DL, MAN, PL Feature
New display in plan of absence.
In the Administration module you are now able to view realised absence of employees back in time. You are still able to, as usual, to view employees’ future plans for absence. The date of demarcation between realised and planned absence is obviously the latest date of submission of each employee.
Admin Feature
Planning: Column for work package note has been added. DL, MAN, PL Feature
New plan of absence
In the new plan of absence you can select how many weeks you wish to view. You can select to view between 1 to 15 weeks. Furthermore, you can select which week the overview should start from too.
Admin, DL, PL Feature
WPL in timesheet
An error has been corrected which caused WPL to not display correctly in the timesheet.
TS Bugfix

Version 151

Note Program Type
Work package prognosis in currency.

The Work package prognosis can now at users choice be displayed either in foreign currency or basic currecy.

Admin, DL, MAN, PL Feature
If the Work package is in foreign currency:
Prices on a Work package Price list is now entered in the foreign currency
Basic Feature
New controller report regading the distribution of own fee to activities/stages MAN Feature
New controller report regarding the amount of subcontrated Work set aside in the fee break Down. MAN Feature
New frontend to the spendings statistics. The amount of data that the system can deal with is increased by 300 pct. Admin Feature
Registration of subcontracted Work. Selecting future budgets. Under certain circumstances a budget could erroneously be represented more than once. Now any budget will only occur once. Admin Bugfix
If you use finance units in AutoPilot:
Registration of subcontracted Work and other expenses. The ledger can now be preset to book expences to a given finance unit.
Admin Feature
Registrating expenses on the project for CPD. A warning is now issued if the expence is not attached to an employee Admin Feature
Emailing invoices. It is now in general possible to attach any kind of files. Admin Feature
Paying ledger time off in lieue. If an employee is going to pay for the time off himself the ledger can now add a specific numer of hours to the employess account for time off in lieue. Admin Feature
Link to E-conomic.
AutoPilot now supports link to E-conomic without any use of files.
The new link includes link of debtors and suppliers as well as link of sales and buying transactions – all from AutoPilot to E-conomic.
Furthermore it contains a link of whether specific invoices are paid by the client – this is from E-conomic to AutoPilot.
Admin Feature
Use of finance units:
It is now possible that invoice documents from a given finance unit is marked with finance unit specific information
Admin Feature
Employee Card: The specification of whether a given project leader has access to the fee break Down is now actually taking into consideration of the project leader user interface. PL Bugfix
Fee agreement. Internal transfer of fees between Work packages.
It is now possible to maintain the full agreement and invoice it on one Work package, while part of the fee is planned and used on other Work packages of the project.
DL, MAN, PL Feature
Price categories. For selected employees it is now possible to specify another Price category than default on customer, project and Work packages Price lists Basic Feature
Invoice proposals: Warnings are now avilable if the sum of the installplan differs from the fee agreement. Admin, DL, MAN, PL Feature
Invoice proposals: Warnings are now available if an invoice proposal is created but not submitted for invoicing Admin, PL Feature

Version 150

Note Program Type
Improved keybord on mobil units Web timesheet Feature
Ensure that the note field has been written if this is mandatory Web timesheet Feature

Questions or comments? Leave a note below.