V. 6.0.1

New Features:

  • Resource Explorer:  User specified, saveable by search name, multi-attribute, complex filter on resource sheets
  • Resource Explorer: Option to create new search or apply a saved search in Insert Assignment and Replace Assignment dialogs
  • Find Candidates (uses Resource Search to find candidates and then acts like Display Candidates)
  • Resource Explorer Test Report; detail and summary tables and charts showing who and how many resources meet each criterion and each entire search specification
  • “Display Candidates: Replaces Display Allocated on optimized project type sheets; an alternative to Replace Assignment on Effort Forecasts. Basically you can view and assign the available resources to meet skill demand or shortfall on a grid.
  • The right click command is now available on resource sheets such as Resource Utilization. If any unused capacity of a resource has been used in optimization, this command shows all optimization allocations of the target resource on the candidates sheet where any of them can be selected and applied.”
  • License key option (“U”) to require a user comment. A different license key parameter (“T”) opens the Save Data Comment dialog on Save Data operations but permits the user to select the “OK” button without entering any text (comment is “<No comment>” if this case). The Save Data Comments report displays user id, date/time, user comment, project and resource nodes, and the checkout state of each node.
  • Execute column hiding specified by administrator based on users rights. The administrator specifies the right type and level for each controlled column – e.g. “F2″
  • Copy Project: Select 1 or more projects on Project Data; specify # of copies; specify resource plan or no resource plan; specify # of periods to offset each copy (affects dates and resource plan)
  • If the license key contains “C”, Include the name(s) of the node owners as a prefix in the Requestor Comment field in the Request module.
  • Res row total value options – select a resource UDF column and display 1 of 10 summary values for each resource (Capacity, Unutilized / Available, Allocation, Demand Shortfall, Demand, Value of Skills, % Value of Skills, Count of Skills, Assigned Demand, Optimized Demand)
  • Unlimited # of milestones can be created in Admin Lookup Lists. In the Status module, the PM can select up to 30 from the full list in a dialog invoked by right click in the milestone name cells. The dialog is multi-select.
  • Optimization choice to search up target branch and through entire res pool.
  • Optimization allocates employees 1st then contractors if RData UDF Type field titled “Resource Type” is present  and contains at least 1 resource with the value “Contractor”.

Enhancements:

  • Enable pivots including effort values and  resource capacity
  • Enable pivots on projects, resources, or assignments with just one row per record (no date or period data values)
  • Enable Assign Resources dialog on project as well as resource type sheets; allow multi select; Show assignments checkbox unchecked leaves you on the target sheet to make more assignments; checked activates Effort Forecasts with filter showing new assignments.
  • Provide Headcount value option in the hierarchy modules.
  • UDF column format is a function of a string in column title. If it contains: ” Date”,  system date format; “%”, “0.0%”; “$”, “$0″. If none and all values are integers in the column, “0″; if all values are numeric and any one is decimal, “#,##0.00″
  • Submit Requests from Candidates sheet.
  • Added column level security. Admins can force columns to be hidden based on user right level.
  • On Field Description sheet, highlight the fields that are reserved as lookup fields
  • An administrator can optionally save rank weights to the database on Edit Column Headings.
  • Clear Capacity at Get Data in periods before Hire Date and after Terminate Date
  • Don’t recalculate every Edit Resource dialog session (recalc on leaving the sheet)
  • Double click in either header row above the skills grid does an automatic advanced filter on all proficiencies in the column (max to 5)
  • Make PM assignment checkbox on Insert / Edit Project dialogs. When a project manager is selected the checkbox is enabled IF the manager name is a unique name in the resource pool. If the checkbox is checked, an assignment is created for that resource on all target projects.
  • On Convert Resource Assignment to Skill, if there is no cost or bill rate, use the skill cost and bill rates, if any.
  • Remember optimization settings across PDWare sessions.
  • Optimization settings are now maintained across sessions.
  • Optimization now honors proficiency if specified on the assignment.
  • Wrap text on all Project UDF columns.
  • Doesn’t calculate on every project assignment; only on deactivate or drill down to Effort Forecasts
  • Enable Paste-Import Res skills on grid even if some skills are not showing)
  • Import UDF if column label is “Field#” where # is a valid UDF col for that sheet
  • In Paste Import, if importing by Key, log now shows the Key fields on bad import records.
  • If column mapping errors occur and the user chooses to NOT continue, a dialog asks if the Import log should be displayed.
  • In Tools Options, number of skills and color setings are automatically saved as defaults
  • Changed default setting for Use Availability in Replace Assignment to True.
  • Changed default setting for red threshold in Resource Utilization to 1.01.
  • Select Fields is now available in the right click menu in Resource Capacity, Demand, Variance, and utilization.
  • On Convert Resource Assignment to Skill, if there is no cost or bill rate, use the skill cost and bill rates if any.
  • Display View name on P, E, & R sheets; clear it if columns are hidden/unhidden
  • In Resource Confilcts, added the number of skill assignments on top of sheet.

Fixes:

  • Fix Edit Assignment to give “” option if resource EFs selected (converts to skill EF)
  • Edit Assignment no longer showing an Empty option for Required Skill if target is skill assignment type.
  • Fix handling of conversion from res assignment to skill in Edit Assignment to handle the case of empty required skill on the target row(s).
  • Edit Assignment, change a resource to different res, values in node level fields did not change (ids were set correctly).
  • Fixed Paste Import resources potential issue in import files with multi-level nodes.
  • Fix Paste-Import to reject records with an unrecognized key value and no name value
  • Fix Paste-Import Res to handle node and name change update on Effort if any assigns
  • Make period locks apply to Actual entry
  • Enable saving as an xlsm so it can be reused
  • In charts; remove line markers, medium thick lines, change plot area color
  • Correctly lock controlled UDF fields on Paste Import
  • Zoom and Previous/Next arrows work more consistently across modules.
  • Fixed issue in Get Requests when multi-selecting resource nodes.
  • Assign Resource dialog remembers the Node and Show Assignments selection during a session.
  • Fixed potential issues in optimization calculation and Portfolio Analyis conflict analysis.
  • Fixed Pivot Report behavior after new Get Data.
  • Removed extra Data saved message when no data checked out.
  • Fixed Edit Resource in hours mode putting bad value in capacity.
  • Fixed cancel of Insert Assignment when launched from Project Demand.
  • Fixed gantt formatting after Restore to Last Save Data on Project Demand.
  • Fixed GYR fields not being colored on Get Template, Paste-Import, or Import MSP.
  • Exclude Project now affects the Skill Analysis module and all other reports that use application calculation results.
  • Fix 2 click sort on the Delta column on Effort Forecasts
  • Fix changed record filter to work on resource sheets.
  • Splash screen shows 3 version numbers per new release scheme
  • Fix Insert Assignment dialog to give proper warning message when project data checked out and non labor are available.