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Nadav Fischer

Nadav Fischer

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titleTask confirmation overdue - automatic unassignment (4901)

Tasks with an overdue confirmation can now be automatically unassigned by the system.

This can be enabled from Administrator > Web administrator > Configuration > Emails.

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Info

For more details, visit the dedicated section in the Task confirmation help desk article: https://ooona.atlassian.net/wiki/spaces/OHC/pages/1826062391/Task+confirmation#Automatic-unassignment-on-task-confirmation-overdue

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titleProgress bar added to orders (5081)

A new column has been added to the Sales dashboard and Project dashboard > Orders pages: Order progress.

This will give a visual indication of how much progress has been done on a given order, with a tooltip providing additional details:

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titleRange options - more search fields allowing for multiple selections (4114)

The following fields in the range options now allow for multiple selections:

Product

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Resource in charge

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titleRange options - Resource in charge allows to search for assigned/unassigned (4973)

The “Resource in charge” field in the range options now allows to search for Unassigned/Assign, to quickly filter for orders with, or without, a resource in charge.

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titleDate validation - functionality added to prevent dates from exceeding the next date (4339)

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:

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The new settings are available from Administrator > Web administrator > Configuration > Settings:

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titleInvoice was added to the naming conventions (5200)

You can now manipulate the word Invoice both in the system it self and the Invoices expired from the Resource reports.

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Projects improvements

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titleFinancial Set all users as subordinates - new role added (5264)

New role name: Add all resources as subordinates

Users with this role will automatically have all resources in the system as subordinates, even if not set as subordinates in the Resource info page.
As a result, users with the role will also have access all resources in the following pages:

My menu > Timesheet
My menu > Task timesheet
My menu > Availability (day view)
My menu > Monthly resource report
My menu > Resource report generator
Supervisor > Workload control
Supervisor > Resource availability
Supervisor > Task confirmation management

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Projects improvements

The “Projects” functionality has undergone additional changes to improve usability:

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titleFinancial details page revision (4214)

The Financial 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.

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“Add API” option added to the External API settings page (4745)