APM 1.3.0 Release Notes

In this document

Summary

 APM 1.3.0 adds significant new features and improvements, in addition to multiple fixes, particularly to provide better Dashboarding, Program-Project status management and improved overall user navigation and user experience.

Version:

APM Version:  1.3.0-az-rc.20220510.1+f4ed0d64

Highlights

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New Features

• Revised All Programs Dashboard

  • Provides a revised layout with SuperGrid flexibility

  • See All Programs Dashboard

• New Program Dashboard

  • Provides a program-centric view, showing the associated projects with RYG color-coded status, Supergrid-enabled

  • See Program Dashboard

• "My Tasks" and Approvals visibility

  • Enables Assignee filtering and 1-click visibility to Late or Overdue Tasks and those needing Approval
  • See Project Dashboard

• A Gannt-like Timeline view

  • See Project Dashboard - Timeline View

• A Date-Adjuster to apply Delays (or Accelerations)

  • See Project Dashboard - Timeline View

• Folder & List Configurability

  • These functions are provided under the APM-Configuration menu (see below)

  • Folders

    • Admins can define a preferred folder-structure (as a Folder Template) which defines the hierarchy and folder names so that a consistent structure/naming can be used across Projects and/or Programs. Team Members cannot change this structure (but they can extend it, by adding, renaming or removing sub-folders).
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  • • Folders can then be applied to a Project using Project-Folders and the "Create Folders" feature, via the Asterisked Folder icon top right

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  • Lists

    • Under the APM Configuration menu, Admins can define preferred or valid-value lists for Properties, to drive consistent usage across projects. The configured values then appear in the pull-down/selector list when those Properties are edited in a Project

Actify Automate

• Automate has a separate Help section.

Improvements

• Improved Project Dashboard interactivity & Legend

  • See Project Dashboard

• Clickable Breadcrumbs

  • A clickable multi-level breadcrumb is displayed below the header to provide program/project/task screen context. Clicking the breadcrumbs to go "back" or "up" is more reliable than using the browser "Back" button.

• Back-dated Start Dates

  • Users can back-date Actual Start Dates, which can help when onboarding projects to APM that were already in progress

• Supergrid flexibility

  • Users can choose which columns to display, re-arrange their sequence or re=size them interactively. Multiple columns can be sorted. Filters can be applied within column(s) by selecting listed values or text search/matching. 
  • Rows can be grouped by dragging (multiple) columns to the grouping bar header, displayed groups can be expanded or collapsed.
  • The resulting table view can be directly exported to Excel (with grouping structure) and the chosen view is retained between sessions

• Quick Nav project access

  • The QuickNav in the header row can be used to jump to a specific project

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• Configuration Menu

  • Template and related setup functions are grouped under a Configuration menu

  • 

• Template Improvements

  • Templates are created/edited via the Configuration Menu

  • Auto-numbered Template Phases

    • Phases are auto-numbered when added/modified in a Template, making navigation and context clearer on project tale , workflow and timeline views

  • Auto assign access when adding users via Template

    • When Users have been included/defined in a Template, they are automatically ranted applicable project permissions when a Project is created from that Template

• Task Status Legend (icon) added to Task and Workflow screens

  • The (improved) Task Status iconography (Legend) now differentiates Milestones and items requiring Approval:

• Legend iconography is echoed into the Workflow and Task views to provide improved context awareness and consistency

• Select Own File for Thumbnail

  • Users can upload, or drag/drop, a local image file to use for a project Thumbnail (as an alternative to applying one from the APM Catalog) - under Project Setup

  • 

• Tasks can be Started without Starting Outputs

  • Assignees can Start their Task without/before defining or populating the Task Outputs. This can be directly from the Project Dashboard view or the Task screen

  • 

• Task Names can be edited via Project Setup

• 

• Disabled User handling

  • Users can be Disabled or de-activated, but are retained in project data and shown as "(Disabled)" 

  • 

Fixes

Over 50 Fixes have been included in this release, mostly related to UI and display issues.

• Important fixes include:

  QM-2669 Impossible to delete disabled user from a team

  QM-2714 Method appears to allow unrestricted access to all programs regardless of user permission

  QM-2715 Project Phase APIs allow updating Phases without write permission on the Project

  QM-2846 Add Output to Workflow - Does not update the Task state

  QM-2925 Disabled user is marked as disabled only in one team

• and

  QM-2799 Possible to set Actual Start Date later than Actual Finish Date in a task

  QM-2972 Disabled users break the project dashboard workflow tab

• a detailed list of Fixes is available on request

Known Issues