Release Notes

10th April 2008

ProjectMinder API

• New feature! ~ The ProjectMinder Application Programming Interface (API) allows programmatic access to your organisation's data using a simple, powerful and secure programming interface. You can integrate your ProjectMinder data with your own financial and other systems, populating them with real time critical business information. Please see the ProjectMinder API topic for further details.

Usability

• Updated feature ~ Sort order of tasks in timesheets, expenses, purchase order and purchase invoices. The sort order of tasks in data entry screens is now ordered by task sequence number. Previously tasks were listed alphabetically.

Contacts

• New feature! ~ Easy view and copy feature for Client, Contact and Supplier details. After selecting a client from Contacts > Clients, you will see a box containing the client billing contact, address and contact details. This feature has also been applied to (Individual) Contact and Supplier screens. The purpose of this feature is to allow you to easily copy address details for pasting into other applications, such as Microsoft Word if writing a letter.

• Updated feature ~ Table updates to related contacts and projects within Clients. After selecting a client from Contacts > Clients, the two tables that show related contacts and projects have been updated. The Contacts table now includes the fax and mobile number for each contact. The Projects table now includes the project owner and project state (open/closed) for each project.

Projects ~ Work Structure

• Updated feature ~ Task details in Project > Work Structure. The task details section in Project > Work Structure has been re-factored.

This area of the screen now contains four main sections:

1. • Project name and start/finish dates

   • Financial details (previously only available in Resources screen)

   • Task details

   • Resource details

The Financial, Task and Resource detail sections can all be collapsed/expanded by clicking on the section header (orange text) or the icon to the right. ProjectMinder will remember the collapse/expand settings set within a project, apply this to the Work Structure screen to all projects you view, and remember the settings when you log out and back in again.

• New feature! ~ New Variance (£) and (%) columns in Financial Details. The variance (£) column = Budget - (Actual + Forecast). The variance (%) column = (Variance (£) / Budget) * 100.

• New feature! ~ New ‘Fee Type’ field in task details. You can now assign a Fee Type to each task within your projects. This has been introduced in advance of a UITF40 WIP report being developed for ProjectMinder. The default setting is Fixed Fee.

Projects ~ Gantt

• Updated feature ~ Profit calculations added to Gantt screen. The projected profit calculations previously only available in the Project > Resource screen is now also displayed within the Gantt screen.

• Updated feature ~ Details popup in Gantt screen. The details popup accessed by clicking on a Gantt bar has been updated to reflect all task details. The popup now contains all task details as included in the re-factored Work Structure screen. The Financial, Task and Resource detail sections can all be collapsed/expanded by clicking on the section header (orange text) or the icon to the right. ProjectMinder will remember the collapse/expand settings set within a project, apply this to the Gantt screen to all projects you view, and remember the settings when you log out and back in again. The popup can also now be loaded by clicking the ‘Details’ option at the top of the screen.

Projects ~ Resources

• Updated feature ~ Details popup in Resources screen. The details popup has been updated to reflect all task details. The popup now contains all task details as included in the re-factored Work Structure screen. The Financial, Task and Resource detail sections can all be collapsed/expanded by clicking on the section header (orange text) or the icon to the right. ProjectMinder will remember the collapse/expand settings set within a project, apply this to the Resources screen to all projects you view, and remember the settings when you log out and back in again.

• Updated feature ~ Row numbering in Resources screen. Previously the row numbers in the Resources screen were simple sequential numbers for each row displayed. The row numbers now link directly to each task number as setup in the Work Structure or Gantt screen.

Admin ~ Project Settings

• New feature! ~ ‘Pending’ task status categorisation. A new task status categorisation has been added to allow project managers to control which tasks have not yet started and should not allow time and expenses to be logged to them. Previously tasks had to be set to a status of ‘Complete’ in order to prevent time and expenses from being logged to them.

• New feature! ~ ‘Dormant’ task status categorisation. A new task status categorisation has been added to allow project managers to control which tasks have started but since been made dormant, and should not allow time and expenses to be logged to them. Previously tasks had to be set to a status of ‘Complete’ in order to prevent time and expenses from being logged to them.

• Updated feature ~ Task Status categorisation ‘Not Complete’ renamed to ‘In Progress’. The task status categorisation of ‘Not Complete’ has been renamed to ‘In Progress’. This update has been made in recognition of the new task status ‘Dormant’. There are now four different task status categorisations which provide the following functionality:

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