June 2024
- Date type custom fields now supported.
- Added resource dashboards, sprint dashboard and project dashboard in the planner.
- Search for, dashboard for and utilization for options added.
- Use project, role and team colours in the heatmap.
- Ability to color code work items added.
- Augmented the color choices for bars in the planner and roadmap.
- Plus other minor tweaks and additions.
May 2024
- List type custom fields added.
- Use custom fields in portfolios as filters.
- Import remaining work feature in planner.
- Custom fields can now be added to various views and lists.
April 2024
- Click into a segment and a new move segment option allows you to move multiple segments.
April 2024
- Reworked the spreadsheet download function to provide visibility of any errors.
- Search box added to add parent dialogue.
February 2024
- Custom fields can now be added to the project and resource lists.
- New project field Ref. / ID.
- Reports, API and project import updated to include project Ref. / ID.
- Utilization views can now be saved and reused.
- Various minor UI changes.
January 2024
- Planner filters have been made more flexible and easier to use.
- Planner filters can now be saved and reused.
- Advanced filter concept removed and existing filters migrated to portfolios.
Visit our January 2024 roundup for a closer look at the changes.
December 2023
- Custom fields (project and resource) are now supported on the API.
- The roadmap can now be configured to show the remaining days in addition to the % complete.
- Report date parameters added to allocation reports.
- Milestones can now be added at the roadmap level.
- The sequence of lanes in the roadmap can now be changed.
- Bar view added to epic and schedule view in the roadmap.
- Optionally show the team and role against items in the roadmap.
- Color choices extended for phases.
- Roadmap phase view, phase bars can be dragged to move or extend.
- Roadmap best-fit option added.
- General UI improvements in the roadmap.
- Corrected minor bugs.
- A work container could be created without a default type.
- Zoom level not remembered in the roadmap.
- Invite user crash if the user accepts the invite but their account had been deleted in the interim.
- Project lookup values are restricted to 100 characters to prevent crash
- Hover over a team resource in the planner utilization area or heatmap (resource has no role assigned) and an incorrect cell is highlighted.
October 2023
- New roadmap released.
- Capacity reports augmented to only show six months of data. Users can select which six-month period to report over.
- Work item description field augmented to show descriptions already in use on the project.
May 2023
Visit our May 2023 feature roundup for a closer look at the changes.
- Ability to sort work items in the project view of the planner.
- Child and parent work items introduced. The usage of these will be extended in coming releases.
- Work items can now be assigned a work type (e.g. feature, bug, epic etc).
- New work type extended into filters, reports, exports and backlog.
- Concept of schedules introduced. Schedules can be added to the plan and used to represent things like releases or phases. Work can be related to a schedule.
- Display options updated to allow work items to display using the color assigned to their related schedule.
- Customize terminology to match your work flow. Previously all work was associated with a project. You can now create things such as products, initiatives etc to hold your work in addition to projects.
- Milestones and notes streamlined.
- Various small interface changes.
- Edit work item page reworked.
- Schedule concept extended into reports and exports.
- Various changes to labels etc. to support soft coded terminology changes.
- Project import now updates if the project already exists - previously just created.
- Minor bug fixes:
- Users with private filters could not be fully deleted.
- Multi line notes caused problem with project import.
March 2023
Visit our March 2023 feature roundup for a closer look at the changes.
- Ability to save filters.
- Simplified portfolio creation and setting filters.
- Import projects from spreadsheet option added.
- Additional zoom options provided in the planner.
- Ability to filter out from the planner any excluded projects.
- What if page augmented to allow filtering using project data fields.
- Copy scenario augmented so user can optionally not copy historic / actual data.
- Project delete option now allows deletion of projects with history and allocations. Warning message provided to the user.
- Project filter augmented to allow user to search list of projects and include / exclude visible from the filter.
February 2023
- Utilization summary page added.
- Heat map and capacity chart filters augmented.
- New user permission "Set master scenario".
- Formatting changes in capacity charts bottom grid.
- Ability to view bottom grid in capacity charts by availability or allocations.
December 2022
- Added filters to the project list and added sort to columns.
- Project scoring introduced and score displayed in various places.
- Ability to stack bars in the capacity charts added.
- Ability to view capacity charts in FTE added.
- Changed style of import resource to match import work.
November 2022
- Import planner function now supports import from a spreadsheet.
October 2022
- Corrected bug in planner import corrupting work item priorities.
- Speed improvements to work api calls.
October 2022
- Ability to "star" reports as favorite added.
- Report home page reworked.
- New reports and templates added to reports area.
- Additional view options added to the resource plan utilization grid and the heat map.
- Made it easier to enter hours in edit segment.
- Improved display of FTE information in various planner grid tool tips.
- Added API call to report a log of data changes.
- Minor interface changes.
September 2022
- Duplicate project feature added.
- What if feature extended to include the ability to resize the length of a project.
- Report builder augmented to include ability to expand all data.
- Capacity report including adjustments added.
- Resource utilization panel can now be viewed in FTE.
- Ability to suppress numbers in utilization panel and just show histogram.
- Minor changes to report field names to align across reports.
July 2022
- API released.
May 2022
- What if ability added - (1) Move project timings (2) Exclude / hold project.
- Work details report added.
- Overallocated roles indicated in utilization charts.
- Minor field additions to reports and extracts.
- Minor re-style of report home page.
April 2022
- Ability to browse for availability and then directly assign resources
- Milestone report added.
- Ability to show resource tags in the planner.
- Search box added to planner utilization panel.
- Search box at the top of the planner is now easier to use and also searches over resource tags.
- Context sensitive help links added to planner.
- Some minor re-styling of the planner.
March 2022
- Introduced tags for resources and work.
- Planner can be filtered by tags.
- Augmented planner search feature.
- Resource assign window role filter.
February 2022
- Project role can now be defined against work items.
- Introduced the concept of teams. Each resource can be assigned a team and this used in filters, search and reports.
- Simplified the creation of resources - Team (role based) and Team (cross functional / agile) merged. Presence of a role now indicates resource type.
- Cut off line is now always visible in priority view.
- Notes can now be added against work.
- Terminology changed - "Team (role based)" and "Team (cross functional / agile)" are now "Resource Groups".
- Minor UI improvements.
January 2022
- Utilization charts option introduced.
December 2021
- Copy segment option added.
- Split segment option added.
- Minor bug fixes.
November 2021
- Drag bar to move.
November 2021
- Minor interface changes.
- Ability to zoom planner in / out.
- Hours and % of resource capacity fields now available at segment level.
- Minor usability changes in planner.
- Active row highlighted in planner.
- Item re-assigned message added with link to item.
October 2021
- You can now enter work in hours or % of a resource's capacity.
- Ability to re-assign segments to other projects, sprints or resources added.
- Some minor other interface changes and bug fixes.
September 2021
- Added date range filter to utilization page.
- Ability to search the planner by resource or work description.
- Minor formatting changes to the planner, roadmap and utilization viewer.
- Ability to add project milestones via the planner.
- Removed inspect mode and replaced with assign and browse function.
- Minor bug fixes.
August 2021
- Roadmap markers renamed milestones.
- Milestone types extended to include icons.
- Ability to display milestones on the planner.
- Improved planner project, role and portfolio filter.
- Additional chart types available in reporting area.
- Changes to reporting home page.
- Minor bug fixes.
July 2021
- Change planner role filters without causing planner re-load.
- Additional report templates.
- Minor bug fixes.
July 2021
- Performance improvements to the planner.
June 2021
- Ability to define an agile team and manage sprint capacity. Ability to re-assign individual work segments. Re-worked the configure grid display option to include an "as entered" option. Re-worked the flow of the add resource page.
May 2021
- Report builder released.
April 2021
- Some minor updates to the interface and minor bug fixes shipped.
April 2021
- Project and resource view released, re-worked interface.
January 2021
- Improvements to page load times.
December 2020
- Role and project permissions.
November 2020
- Multi user.
October 2020
- Backlog introduced.
September 2020
- Spread and adjust work concept included.
September 2020
- Monthly utilization report introduced.
August 2020
- Ability to define work in terms of FTE.
August 2020
- Ability to define teams augmented.
July 2020
- Small improvements to screen flow when adding and updating agile work.
July 2020
- Roadmap released.
May 2020
- Ability to configure additional fields onto the project list.
- Ability to set an availability % for resources.
- Made improvements to the import process for agile work.
April 2020
- Ability to copy work in the planner.
April 2020
- Project and portfolio finances and dashboards introduced.
February 2020
- Introduced portfolio concept.
January 2020
- Ability to delete all work for a project group.
December 2019
- Support for agile planning.
November 2019
- Ability to import work.
- New move work option.
October 2019
- Ability to import resources.
October 2019
- Added export plan option.
September 2019
- Added ability to enter resource capacity changes against resources (previously only available against roles).