| 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 |
