Information about version 6.6

The projectfacts version 6.6 focuses this time on the planning of attendances and absences, for example due to vocational school or parental leave. You can also document your projects better in the future. Which new functions are still available and what we have improved, you can read here:

Our highlights

Plan attendances and absences

With projectfacts 6.6, absence times can now be displayed and defined even more precisely and in more detail. You can now see at a glance, for example, when the trainee is at vocational school or how long the colleague is still on parental leave.

On the subject of "Presence & absence categories"

Leave applications to be checked by several instances

In large companies it is essential that all responsible persons are involved in the holiday permit process. Therefore it is now possible in projectfacts to check holiday applications e.g. in advance by affected project managers before they are submitted for approval. How to set up and use them, you can find out here.

On the subject of "vacation permits"

Changelog for projectfacts Version 6.6

New functions

Presence and absence categories can now be configured (holiday types, travel time, training, …)
The employee list can display and filter costs per period
Alarms can now be set for changes to the project status
It is now possible to store several break regulations
Filter capacity planning – Show employees with planning problems
Progress analysis extended by plan changes
Multi-level holiday permit via examinations

Improvements

Vacation applications now supported two separate applications per day
My projects have a simpler default view and project tiles show a description
It is now possible to summarise absences, holidays and illnesses in a calendar.
Commitment position lists can now be split up.
New type “Formatted text” for free fields
The task overview can now display all open tickets, work packages,… for a specific organisation
“My tasks” can now also be divided according to colour marking
“My Tasks” supports Drag&Drop for priority for many element types
“My tasks” now also shows tickets with external responsibility
“My Tasks” hides status columns that are not accessible due to current authorisations
The admin layout list has been modernised and has become divisible
The admin voucher list has been split additionally
Warning if an element is already being edited by another user
It is now possible to copy an appointment
Additional competence categories can now be defined below professional/linguistic and social competence.
Dialogue error messages are now displayed more clearly
The subject of the ticket shows links in the text more clearly
It is now possible to divide capacities by main project and project type
A user group can now be specified as a test condition
New process dialogue and list for progress elements in projects
The view of the holiday application list has been improved
Selection fields of filters have been standardised
Team views in calendar and capacities show non-working days/holidays
The subject and content when switching from process to email is regenerated for the email
Sorting value for user groups added
Used template for documents is displayed in history
Costs that are to be invoiced according to the price list show in the invoice detail manager instead of the note “-pricelist-” the amount matching the price list of the invoice.
In document lists the description can now be selected as “Active column”, searched for and exported
It is now possible to format the project description
Even small thumbnails of photographs are now rotated correctly if necessary (photograph user picture with the iPhone)
The list of employees can now also show the contact’s addresses
New setting for default recipient for tickets at ‘All replies’
Secretary for timesheets
Archiving wiki pages
Completely planned cells in the month and week display in capacity planning now have a tick
Editing the VAT rate of a line item in admin mode, if you are allowed to edit items is now possible
VAT reduction from 19 to 16 percent: matching of different revenue accounts (VAT) and creation of a BU field (VAT) for DATEV export
Individual accounts export adjusted due to VAT matching
New mode for automatic VAT Calculation according to rules for Germany 2nd half of 2020
The automatic VAT adjustment only affects offers, contracts and invoices
VAT adjustment can be limited to price lists
In the capacity analysis, it is now possible to break down by main project

Bug fixes

Planned revenue is correctly cumulated again
The configurable standard distribution in time lists is now correctly applied again
The legend of the “My colleagues” view is no longer lost
The error that the light bulb of a time booking description disappears when changing projects has been fixed
Reset work entries via multiple selection works again
In the billing analysis it is again possible to display the appropriate billing items for the distribution
At check-in/out the working day is updated again
Automatic VAT calculation
Working days that are completely planned with capacities are now marked with a tick
There is no longer an error when moving a capacity
Delete capacities works again
KPI analysis can now also analyse areas
When copying a final invoice to a job, the items are no longer copied as final invoices
The bug that some lists’ titles were not displayed completely was fixed
The bug that data could not be loaded in free fields of type number, date or formattable text was fixed
Saving and closing in a PopOut dialogue no longer leads to a “Do you really want to leave this page” message
Project status selection no longer shows “Workflowonly” statuses when no workflow is set
Mail campaigns use the e-mail name from the mail account again
Popup dialogs in which the size of the content can change now fit correctly
Ticket alerts are sent even if the ticket has no owner
Copying of QM documents is possible again
The scroll position is now correctly restored – e.g. when deleting items in documents
Mail preview of e.g. tickets was in rare cases not adapted to the screen size
Employee Import now saves all free types
The name of the file folder of cost documents may not have been generated correctly
Sales opportunity selection is no longer displayed if the user has no access to sales opportunities
Holiday is now taken into account in capacity planning
Notifications in the Forum and News may not have been sent to everyone
The API fields “billingAddress” and “visitorAddress” of the organisation can now be changed via the API
Creating tickets via an external access now triggers alarms stored in the ticket channel as intended

Hotfixes

Elements can now also be dragged into empty boards
Empty boards no longer show invisible columns
After editing the “Subject of the ticket” in the history view, the view now updates correctly
HR staff meetings: files are now correctly tagged and displayed in the “Assigned HR documents” list
Editing time booking templates no longer changes the date of the “My Day” view
Status breakdown of “My tasks” is now better sorted
The preview of a manually checked milestone is now displayed correctly
When creating a project, changing a reference date no longer discards all entries made
Duplication of contact fields via the “Apply” button has been fixed
The bug that Drag&Drop in split tile view loses the corresponding value if this size cannot be edited has been fixed.
Conflict check of participants in appointments could cause errors if participants were entered manually with name or e-mail
The bug that the filter dialogue of selection lists (three-point widget) sometimes got behind the popup was fixed
Job costing works even if there are no items
The replacement of free fields now works as planned
The bug that saving favourites was sometimes not possible was fixed
The bug that loading bars were not always displayed correctly in the module search was fixed
Fixed problem with time zones when generating PDF
Open items in the task overview can now be moved to another status
Fixed display problems of the task overview
Failed campaign emails no longer generate CRM processes marked as completed
Sorting in the task overview no longer creates an invalid priority of 0
Main contact mail without contact ID is added again at “All replies
The contact selection for SMS sending works again

projectfacts 6.6 – Organization and examination of presence & absence time