v 4.7

2013

New Functions

What is new in 4.7?

1.0 - Planning

• editable Actuals

• prevent modification for near future

• display all

• moving time window

• manipulation tool

• grouping

• add to group

• inquiry features

• miscellaneous

1.0 - Planning

1.1 - Editable Actuals

• row can contain only editable or only read-only cells

• editable row contains only data which:– originates from Planning– are not allocated– are not under invoice review

• new source procedure value Planning

• planning transactions do not support audited changes

• invoice data profiles; planning types step

transactions with row source Planning are not subject to approval

1.2 - Prevent Modification For Near Future

• Prevent Changes for

• Offset [days]

1.3 - Display All

• All Selected Projects

• All Selected Employees

• criteria selections based on– code and name– company code and name– analysis values

displays all records, if no employee or project is selected

1.4 - Moving Time Window

• all past

• all future

• evaluates all or only selected rows

1.5 - Manipulation Tool

• Marked Colour

• 19 functions and their modifications– 8 move + + + +– 5 arithmetic + - * / %– 2 distribute – 4 set = =T/V =A =N

• one step undo

1.6 - Grouping

• row grouping taken from inquiries

• up to two rows in totals

• open as summary

• column grouping

• by– days by timesheet periods– days by accounting periods

1.7 - Add To Group

• * button

• prefills values from grouped columns

1.8 - Inquiry Features

• paging

• filtering

• subreports

• inquiry usage– one record for each of opened ledgers in a profile

1.9 - Miscellaneous

• columns limit in web.config

• clear an employee

2.0 - Routing

• additional steps

• next step

• routing repetition policy

• backup priority

• timesheet calculations

2.1 - Additional Steps

• Authorisation Additional

• Review Additional

• additional steps from 11 up to 20 on both

2.2 - Next Step

• Next Step

• allows skipping of or return to routing steps

2.3 - Routing Repetition Policy

• Routing Repetition Policy– Allow– Forbid– Skip

• Consider as duplicates– Proxy– Entry– Authorisation– Review

• hierarchy– system parameters, additional tab– routing rules

backup and alternate employees cannot be skipped

2.4 - Backup Priority

• always evaluates both alternate and backup employees

• document is routed to the one with fewer days in setup

routing to a backup resets day count for an alternate employee

2.5 - Timesheet Calculations

• Enable PSW Calculations

• calculations in Value Of apply also to timesheets

3.0 - Forms

• spawning

• split

• append in credit card import

• recent currencies

• other

3.1 - Spawning

• Successor

• Store Predecessor Number

• automatically created form is prefilled

• predecessor number is stored only if a cell is empty

• predecessor number is stored on an original and created form

3.2 - Split

• Allow Form Split

• available only for creator

3.3 - Append in Credit Card Import

• append to existing

• appends only to not-submitted forms

3.4 - Recent Currencies

• Recent Currencies

• Recent Days

• each employee, form type, and calculation can have a different list

3.5 - Other

• prefill project, if there is only one available

• account codes in value and error hierarchies

• Suppress Recalculation of Historical

the first 30 characters of account codes have to be unique

4.0 - Analysis

• date analysis

• analysis roles

4.1 - Date Analysis

• Date

• Date & Time

• date picker with time selection

• regional settings are applied

• available in calculations

• calculation operators– D– H– M

use SQL smalldatetime format of date and time during an import of data

4.2 - Analysis Roles

• Roles

• available in– approvals– employee project roles– error and value hierarchies– criteria selections

not available in Routing Rules

5.0 - Reporting

• new lists of profiles

• workflow status inquiries

• no-parameters message

5.1 - New Lists Of Profiles

• reports and inquiries in one list

• sortable by any column

• profiles executed by clicking an icon

• time of last use

5.2 - Workflow Status Inquiries

• grid known from inquiries available also for workflow status

• available on additional information page

5.3 - No-Parameter Message

• Suppress No-Parameter Message

6.0 - Approvals

• enhanced approval notifications

• edit buttons

6.1 - Enhanced Approval Notifications

• Suppress Notifications

• Message Text

6.2 - Edit Buttons

• edit buttons are hidden, if profile isn‘t editable

7.0 - Miscellaneous

• provision of web services

• freezing

• all projects

• hidden main

• export to excel

• workflow start date in workflow control

7.1 - Provisioning Of Web Services

• authentication using PSW credentials

• following lists are supplied:

only items available for an authenticated employee are supplied

7.2 - Freezing

• Default Freezing Column– Fit to Page

• Prevent Changes to Freeze Column

• available in timesheets, forms, inquiries, approvals, ledger modification, ledger export, and planning

does not work with attendance forms or on iPad

7.3 - All Projects

• Inquiry Profiles, Ledger Modification, Ledger Export, Status Inquiry, Planning– Restrict Entity Selection => Data Access Restriction– Standard Project Restriction

• only in runtime parameters

7.4 - Hidden Main

• employees

• user details

7.5 - Export To Excel

• employee index

• project portal

• reference data

7.6 - Workflow Start Date In Workflow Control

• workflow start date is available in workflow control

8.0 - Remaining From 4.6.x

• page load optimisations

• enhanced web services

• linked documents in mobile PSW

8.1 - Page Load Optimisations

• quicker page load and refresh

• optimised PSW pages– timesheets– forms– inquires & subreports– planning– approvals– ledger modification

8.2 - Enhanced Web Services

• web service cache– Cache Expiration Period (in minutes)– Clear Cache

• date as parameter– I, O, T, X– separate setup for regional settings for dates

8.3 - Linked Documents in Mobile PSW

• only indication of a linked document presence

• forms can be opened and processed