Major Release introducing unique and differentiated new features, such as Assistive Scheduling, the Assignee Dashboard and providing Collaborative cross-platform Visualization for Catalog users.
Interactively explore the changes in this release. Highlights Walk-Thru
Self-paced interactive Guides for each of the APM key functional areas are available in the Actify Learning Center
This unique and powerful feature provides a “killer app” for program managers, enabling them to address the challenges of evaluating - and then actually implementing - the impact of potential schedule changes on a live project, which typical project management tools just don’t do.
With Assistive Scheduler (AS), managers can:
Interactively edit Tasks in time and immediately see the impact of the change on dependent or downstream tasks
Move Tasks forwards or backwards in time - or change their duration or Target dates
Using the color-coded dual-view, see the adjusted WhatIf plan against the currently Active project schedule
Conduct further edits or changes, interactively evolving the plan to establish a better, To Be schedule
Assess the plan graphically with dependency connection and RequiredByDates (RBDs) display
Review a detail list of each change and its multi-task impacts
Work in a continuously updated and flexible Gannt view
Discard the what-if exploration or return and review it later - the current session is Saved automatically)
Be sure that their changes are not inconsistent with any dependencies built into the plan such as trying to move a Task “too far backwards”
or actually edit the plan to change/remove or add dependencies to facilitate a desired scheduling or sequencing change
If good, Publish the plan to update the Active schedule and all related Tasks/Assignments dates with one click
PMs can even:
collaborate with a colleague on suitable schedule - using the Lock/Unlock feature to exchange edit access
“switch off” successor updating (useful if the plan requires major restructuring or if say, extra time is going to be worked to “catch up”)
modify the workflow or structure of the current project plan, for example to change dependencies that prevent preferred schedule adjustments
Using Assistive Scheduler
Entering AS, from Project Setup in an Active Project
The Plan may be Locked
Adjust a Task & Evaluate a change
See the Impacts
Change Log has details
Edit another Task, including those moved prior a prior change.
Optionally, restrict the change from impacted successor Tasks
This further change impacted several more successor Tasks - ex. moving the one below further out also
which is captured in the Change counter
and further detailed in the Change Log (see below)
Change Log details
Users can flip back and forth between the Gannt and Change Log views
Changes are grouped by triggering Change and can be filtered and exported to Excel
The current edit state is retained if the user navigates away to other areas or even logs out; WhatIf sessions can be built up and evaluated over time
Users can just erase the current change set (red circle)
Users can just erase the current change set (red circle arrow) - and remain in AS Edit mode
The Abort button will both clear all the changes and release the Edit Lock (allowing another user to enter Edit mode).
After Abort, this user can simply re-enter Assistive Scheduling mode if needed.
Publish the revised Plan
Publishing the plan will:
AS will “fill-in-the blanks” for any impacted Tasks which happen to have blank Target Start/Finish dates (which can arise in projects created with earlier APM versions)
The Delay/Expedite feature can also be used from the Setup-Timing page and operates independently of AS. This feature applies a wholescale adjustment (forward or back) to the entire project from a certain date, such as to move everting after August 15th out by 20 days.
Team members now each have a personalized “home page” that summarizes their assigned Tasks or pending Approvals across all projects with various filtering options to efficiently support planning and addressing of their pending and in-process workload.
Using the “My Dashboard” header-level link, users can be sure they will never miss key deadlines and always have a current view of their assigned tasks and due dates. This page provides a current or updated view if Program managers have revised a current Project schedule using Assistive Scheduler- of if the set of Approvals for their review have changed, , so that Assignees no longer have to rely on tracking their Notifications to have a complete and current view.
Users can directly access and execute assigned Tasks, Approvals via their displayed hyperlinks in the summary views and leverage the filtering options to prioritize work across multiple projects or deadlines, ad well as keep track of completed work and finish dates.
The MyDashboard is very straightforward and intuitive, making it easy to use especially for infrequent users who may only have Tasks every few weeks or months. Busier users with tasks across multiple Projects or Programs can filter their view for review with the relevant team.
System-calculated Task Completion
The multi-panel dashboard summarizes Unfinished and Overdue (late to Start or late to Finish) above the panels
Lists those (Active or All Projects for which this user is defined Team Member
Collaborative, Cross-Platform Visualization
Users can now Visualize a Catalog item either in the web browser or in the desktop application (SpinFire) and review / conduct Commenting with other users from either platform.
The desktop mode provides additional functionality and analytic capabilities and may provide better performance for larger models.
When viewing a Catalog item, the “3D” icon below the Catalog image enables Visualization.
Users can generate (new), reply to and delete Comments. There are minor differences in how these features appear between web and desktop.
Invoking, Viewing Comments
Click the Comments button - this indicates the total number of Comments for this item
The Comments Tab organizes the Comments per the platform used and tags each Comments with Author, timestamp and (file) Version
Further information re Visualization:
Key Fixes in this release are below. A detailed list is available on request.
Key Fixes in this release
Notifications were sometimes not generated when a Task was re-assigned to a different user
Occasional Connection errors arose in Automate recipes if Project names were changed
Key Known Issues with this release are below. A detailed list is available on request.
Note: A screen refresh or repeating the action after a refresh is often a successful workaround for apparent issues.
Key Known Issues in this release
Project Setup - Timing: The Assignee filter (in the column heading) does not always work if the Page-level Assignee chooser has been used.
Project Create: Can fail when creating a Project from a Template with over 200 Tasks.
Autoloader: Incorrectly allows users to upload 2D files (which will not be successfully handled (Don't load 2D CAD files)
Autoloader: Can fail if reusing a prior Autoload process after the project name has been changed