...
The “Projects” functionality has undergone additional changes to improve usability:
| Expand | ||
|---|---|---|
|
New features and improvements
| Expand | ||
|---|---|---|
| ||
A limit on how much volume a resource can assign themselves to in a given day has been added to the system. This will trigger a warning that’s sent out to both the user and the resource in charge of the order when the daily limit is exceeded.
 |
| Expand | ||
|---|---|---|
| ||
The project number and Project lead fields were added to the range options. Please note that these fields are only visible if “Enable projects” is enabled at the system level.  |
| Expand | ||
|---|---|---|
| ||
This new setting can be turned on from Admin > Web admin > Configuration > Defaults. When enabled, “Project” will be mandatory when creating a new order.  |
| Expand | ||
|---|---|---|
| ||
|
| Expand | ||
|---|---|---|
| ||
A new date was added to the project dashboard: Effective delivery date. This new date will be automatically populated once all production tasks within the project are completed, indicating when the project was effectively delivered. If new orders/tasks are added to the project, this date will be cleared.  |
| Expand | ||
|---|---|---|
| ||
A new date was added to the project dashboard: Project received date This new date will be automatically populated on project creation and can be later edited.  |
| Expand | ||
|---|---|---|
| ||
“Link date” functionality added to project dates. The project internal supply date can be linked to the project supply date.  The order supply date can also be linked to the Project’s internal or supply date.  |
| Expand | ||
|---|---|---|
| ||
A new field has been added to projects: Purchase order status The content of this field can be customized from: Administrator > Tables > Status tables > Purchase Order status.
 |
| Expand | ||
|---|---|---|
| ||
In Sales dashboard>Bulk actions>Order, a new “Project” option was added. The “Current project” field will filter the orders based on a project you select there. The “Change to” field will decide to which project the order will be added. The “Show only orders without project” switch will filter to show only orders without projects. To apply your selection, click the “Change all visible orders” button. This option is only available if projects are enabled at the system level (from Administrator > Web administrator > Configuration > Settings > Enable projects)   |
| Expand | ||
|---|---|---|
| ||
Saved preset ranges and saved grid layouts set up in Sales dashboard > Orders tab are now the same in Project dashboard > Orders tab. Please note that the range of orders will always be limited by project on the Project dashboard > Orders page.  |
| Expand | ||
|---|---|---|
| ||
When a resource is selected, the system will also filter the results in Sales>Project dashboard to show only projects that this reassures leads. To see all projects, click the “Show my projects” button in the bottom of the Project dashboard page.   |
Local projects
...
| title | Generate a local Project from a task in a Global project - new option added (4617, 4619 ,4475) |
|---|
When the Head office assigns a local office to a task, the local office can generate a new local project from that task, or assign it to an existing local project.
Once it’s done, neither the Global or the Local office can change the project, and a visual indication will appear to clearly mark a task from which a local project or order was created.
For more about Global offices and projects, please refer to the manual (TBC).
Emails sent out by the system can now include a signature, which can be set as either a system default or at the resource levelFinancial details page of a project (Sales > Project dashboard > Project dashboard > Financial details) has been expanded. New tabs have been added to show different breakdowns of the project’s financial data.  |
| Expand | ||
|---|---|---|
| ||
The Notes functionality was expanded to also be available at the project level and can be found in the Project dashboard (Sales > Project dashboard). 
|
| Expand | ||
|---|---|---|
| ||
The project number and Project lead fields were added to the range options. Please note that these fields are only visible if “Enable projects” is enabled at the system level. |
| Expand | ||
|---|---|---|
| ||
This new setting can be turned on from Admin > Web admin > Configuration > Defaults. When enabled, “Project” will be mandatory when creating a new order. |
| Expand | ||
|---|---|---|
| ||
|
| Expand | ||
|---|---|---|
| ||
A new date was added to the project dashboard: Effective delivery date. This new date will be automatically populated once all production tasks within the project are completed, indicating when the project was effectively delivered. If new orders/tasks are added to the project, this date will be cleared. |
| Expand | ||
|---|---|---|
| ||
A new date was added to the project dashboard: Project received date This new date will be automatically populated on project creation and can be later edited. |
| Expand | ||
|---|---|---|
| ||
“Link date” functionality added to project dates. The project internal supply date can be linked to the project supply date. The order supply date can also be linked to the Project’s internal or supply date. |
| Expand | ||
|---|---|---|
| ||
A new field has been added to projects: Purchase order status The content of this field can be customized from: Administrator > Tables > Status tables > Purchase Order status.
|
| Expand | ||
|---|---|---|
| ||
In Sales dashboard>Bulk actions>Order, a new “Project” option was added. The “Current project” field will filter the orders based on a project you select there. The “Change to” field will decide to which project the order will be added. The “Show only orders without project” switch will filter to show only orders without projects. To apply your selection, click the “Change all visible orders” button. This option is only available if projects are enabled at the system level (from Administrator > Web administrator > Configuration > Settings > Enable projects) |
| Expand | ||
|---|---|---|
| ||
Saved preset ranges and saved grid layouts set up in Sales dashboard > Orders tab are now the same in Project dashboard > Orders tab. Please note that the range of orders will always be limited by project on the Project dashboard > Orders page. |
| Expand | ||
|---|---|---|
| ||
When a resource is selected, the system will also filter the results in Sales>Project dashboard to show only projects that this reassures leads. To see all projects, click the “Show my projects” button in the bottom of the Project dashboard page. |
Local projects
| Expand | ||
|---|---|---|
| ||
When the Head office assigns a local office to a task, the local office can generate a new local project from that task, or assign it to an existing local project. Once it’s done, neither the Global or the Local office can change the project, and a visual indication will appear to clearly mark a task from which a local project or order was created. For more about Global offices and projects, please refer to the manual (TBC). |
New features and improvements
| Expand | |||
|---|---|---|---|
| |||
A limit on how much volume a resource can assign themselves to in a given day has been added to the system. This will trigger a warning that’s sent out to both the user and the resource in charge of the order when the daily limit is exceeded.
|
| Expand | ||||
|---|---|---|---|---|
|
| |||
Emails sent out by the system can now include a signature, which can be set as either a system default or at the resource level. | ||||
| Expand | ||||
| ||||
A new option has been added to the range: Exclude/include orders. The new function is available within the range popup and can be used to exclude or include individual orders from the current range and fine-tune it. To learn more about the functionality, please refer to the dedicated section in our Range options helpdesk article. 
|
| Expand | ||
|---|---|---|
| ||
A new setting was added to make Task confirmation mandatory in order to open Toolkit or download files. This setting is available at Administrator > Web Administrator > Configuration > Settings > Task confirmation is mandatory to open the Toolkit for a task.
 |
|
| Expand | ||
|---|---|---|
| ||
The ability to add customer-specific standard email messages has been added to the system. Customer-specific email messages will be used instead of the global versions if the email being sent is related to the customer with the customer-specific email message. 
|
| Expand | ||
|---|---|---|
| ||
A new setting was added to make Task confirmation mandatory in order to open Toolkit or download files. This setting is available at Administrator > Web Administrator > Configuration > Settings > Task confirmation is mandatory to open the Toolkit for a task.
|
| Expand | ||
|---|---|---|
| ||
A new option has been added to the range: Exclude/include orders. The new function is available within the range popup and can be used to exclude or include individual orders from the current range and fine-tune it. To learn more about the functionality, please refer to the dedicated section in our Range options helpdesk article. |
| Expand | ||
|---|---|---|
| ||
A functionality was added to prevent dates from going over each other in an illogical manner. If enabled and the user tries to edit dates in an illogical manner (for example, having the Order internal supply date exceed the Order supply date), the action will be blocked an a notification will be shown:  The new settings are available from Administrator > Web administrator > Configuration > Settings:  |
| Expand | ||
|---|---|---|
| ||
A new status has been added to the system: Partially completed Changing an order into this status will perform the following actions: The order will become read-only, except for Pricing and Rates. Resources assigned to uncompleted tasks in the order will be unassigned and informed via email that the order has been cancelled. If a Toolkit project exists in an uncompleted task, the task will be completed with the resource assigned All uncompleted productions tasks will be completed and rates cleared  |
| Expand | ||
|---|---|---|
| ||
The Rates popup within the resource profile (Manager > Rolodex tables > magnifying glass > Rates), now only shows rates the resource is qualified for, instead of all rates in the system. This verification uses the same criteria as task assignment: Tasks, languages and order types  |
| Expand | ||
|---|---|---|
| ||
From Sales > Sales dashboard > Orders or Tasks tabs, the Notes tooltip sensitivity was improved. The writing area was also changed to white.  |
...
| Expand | ||
|---|---|---|
| ||
The “Response required by” column was added to My menu > Tasks page. It was added to the “My tasks”, “Pool tasks”, “My realtime tasks” and “Tasks completed” tabs.  |
| Expand | ||
|---|---|---|
| ||
|
...