Feature Release Notes
Below is a summary listing of the features included in the PowerSteering Winter 2015 release. For a more detailed look at each feature, including a short tutorial video, see the Winter 2015 What's New manual. This article describes the Winter 2015 features.
1. Idea Process Improvements
Rejecting an Idea: A new state called rejected has been added for ideas. That is in addition to the current available idea states which are Review Not Requested, Returned for Revision, Awaiting Approval and Approved. When an idea is rejected the status of the work is changed to canceled.
Automatic Idea Status Update: When ideas are approved, the status will be set to On-Track instead of Complete. This is more in line with the process where there is an additional step needed after approval to convert the idea to a project. The status will update to Complete once the idea is converted to a project.
Note: Idea is a replaceable term in PowerSteering. Your organization may use a different label to represent ideas on your site.
2. Project Central and Resource Management Improvements
Hide / Display Resource Assignments: You now have the ability to hide or display assignments when there are multiple resources assigned to a work item. This can be done for the entire project schedule using the Options menu item or at the individual line level of the project schedule.
Project Central Assignments: PowerSteering now provides a faster and easier way to assign resources in Project Central. With one click users can see people already assigned to the work, type names to display matches or select the Search, Best Matches and By Qualification options to find people.
Synchronized Assignments: Prior to the Winter 2015 release there could be a difference in people assigned to work on the Work Summary page and the people allocated to work in resource planning in Project Central. Now the list of people assigned to the work on the Work Summary page is always the same as the list of people that are displayed when doing resource management in Project Central. The owner role is an exception and is only displayed on the Work Summary page but can be added manually if needed.
As people are added to work, the resource effort will now default to zero on new assignments instead of the amount of time represented by the duration. The final piece of the synchronization is the automatic update to a user's profile when they are assigned to roles on work. If a user is added to work that has a role, and that role is not currently present in the user's profile, it will be added once the assignment is saved. The owner role is an exception and is not added to a user's profile. Existing projects will be synchronized only after a change has been made and saved on the Edit Details page.
Viewing Top and Master Project: Users can now display the master and top project information as columns in Project Central. This is useful when you have several projects that contain the same name or type of task that you want to manage or organize in a single view. Master project is the project that a task belongs to; Top project is the highest level project that a task belongs to. They will only be different when you have created sub-projects in the work tree.
Project Central Remembers Selection: The expand / collapse feature in Project Central has always made it very easy to jump between different levels of your project schedule. A new option called Automatic has been added to this menu to expand the work breakdown of the project schedule to sections that have the earliest task and in process tasks. This makes it very easy to navigate to the currently active or most relevant part of the schedule, especially for larger schedules that have multiple levels. Project Central will also remember the expansion selection and automatically use that when a project is revisited in Project Central.
Percent Complete Calculation: PowerSteering now offers four methods for calculating percent complete within your project plan. This is an option that can be controlled with a template setting, or updated at the individual project level. The four percent complete options are Manual, Task Based, Duration Based and Effort Based. When this feature goes live all projects will default to the Manual percent complete method.
Cancel Project Behavior: PowerSteering now cancels all descendant tasks associated with a project when that project is changed to the Canceled status. If the project status is changed from Canceled to another status, the parent will update to the new status and the descendants will revert back to their status immediately prior to the cancellation. As part of the upgrade process, PowerSteering will automatically update all descendants of canceled projects to the status Canceled. This includes canceled projects that have been archived.
3. Terminology Changes
As part of the new release there was a change to the terminology used within PowerSteering. Below is a summary of the terminology changes:
Assignments: Any person that is directly entered onto work in either place will be referred to as an assignment.
Person: The word Person that used to appear as a Project Central column has been replaced with the term Assignment.
Splits: The term split had been used to indicate when multiple resources were assigned to work. The term split has been deprecated from PowerSteering and replaced with the word assignment.
Allocation: The term allocation refers to anytime the effort on an assignment is greater than zero.
Demand: All allocations, assignments where the effort is greater than zero, will be referred to as demand.
4. Time Entry Updates
Enable / Disable Time Entry: A new selection has been added to all work that will allow a user with specific permissions to change whether or not that work should allow time entries against it. This might be something a work owner does when a project has been completed or canceled, or entered a period of time when hours should not be logged against the work. The yes or no option can be accessed via the Details section of the Summary page or via a column selection in Project Central. This new option will default to the Yes selection when deployed and can be changed to No by users that have the Project Time Control permission.
Once it is set to "No" there can be no additional time entered on the work. If there is any existing time on the time it can be edited and approved, however no additional time will be allowed. This would also be true if a time sheet is not approved or unapproved.
Restrict Time Entry to Assignees: A new selection has been added to all work that will allow a user with specific permissions to change whether or not time entry for that work should be restricted to only persons assigned to the work. The yes or no option can be accessed via the Details section of the Summary page or via a column selection in Project Central. This new option will default to the No selection when deployed and can be changed to Yes by users that have the Project Time Control permission.
Once it is set to "Yes" there can be no additional time entered on the work by persons that are not assigned to the work. If there is any existing time on the time it can be edited and approved, however no additional time will be allowed. This would also be true if a timesheet is not approved or unapproved.
5. Additional Improvements
Increased Character Count for Text Fields: The limit for text based custom fields has increased from 2,000 characters to 10,000 characters.Text based custom fields can be added to and viewed on work, in reports and on dashboards.
Copy Reference Items for Work Generation: PowerSteering provides the ability to attach work as a reference item on existing work. If that work is part of a Work Generation, you now have the ability to control how those references are handled as part of that transformation process.