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Webforum

New Functions in Version 15.1

Last update: 2015-03-25

Webforum New Functions in Version 15.1

Copyright Webforum Europe AB 2

Contents

About this document ............................................................................................ 3

Overview ............................................................................................................... 4

Documents ............................................................................................................ 5

New versions of the document viewers with support for tablets ........................................ 5

Document annotations in viewer ........................................................................................ 5

Copy documents to another workspace ............................................................................ 5

Export of document URLs .................................................................................................. 5

Project Management ............................................................................................ 6

New tab structure for project plans .................................................................................... 6

Mass update of project attributes ....................................................................................... 6

Project Office ........................................................................................................ 8

Charts in project office ....................................................................................................... 8

Issue management ............................................................................................. 10

Free text search in issues ................................................................................................ 10

Issue assignment from the issue list ................................................................................ 10

Comments in the issue list ............................................................................................... 10

Public issue web forms .................................................................................................... 12

Manually set back issue status to “New” ......................................................................... 12

Enhanced control of issue notification e-mail distribution ................................................ 12

E-mailed issues are stored in the e-mail archive ............................................................. 13

Reports ................................................................................................................ 14

Changed tab order in reports ........................................................................................... 14

Report views (dashboard) ................................................................................................ 14

Additional calendar attributes .......................................................................................... 16

Resource management ...................................................................................... 17

Filtering on booking status ............................................................................................... 17

Administration .................................................................................................... 17

Search based on roles for global resources .................................................................... 17



About this document

This document describes the main new functionality in the Webforum 15.1 release.

It contains new functionality in all the different Webforum services, i.e. Teamwork,

Project and Professional. This means that not all customers have access to all the

functionality described here.

If you are interested in getting access to functionality that you currently do not

have, please contact Webforum or a Webforum partner.



Overview

The following functionality is new:

Module/Function Description of changes

Documents

New versions of the document viewers with support

for tablets

Document annotations in the viewers

Copy documents to another workspace

Export of document URLs

Project

Management New tab structure for project plans

Mass update of project attributes from the project list

Project Office Charts in Project Office

Issue management Free text search in issues

Issue assignment from the issues list

Issue comments in the issues list

Public issue web forms

Manually set back issue status to “New”

Enhanced control of issue notification e-mail

distribution

E-mailed issues are stored in the e-mail archive

Reports Report views (dashboard)

Additional calendar attributes

Resource

management Filtering on booking status

Administration Search based on roles for global resources



Documents

New versions of the document viewers with support for tablets

Both document viewers used in the system have been upgraded. They now use

HTML5 which means that they are supported on all modern browsers. It is also

possible to use them on tablets.

Document annotations in viewer

It is now possible to create private comment (annotations) to documents when you

use the document viewers. The comments are stored in the system.

Copy documents to another workspace

Users that have access to more than one workspace can now copy a document on

one workspace and paste it to another. It is no longer necessary to download the

document to your computer.

Export of document URLs

It is now possible to choose URL when exporting metadata for documents. A

column with links to all document in the export will be included.



Project Management

New tab structure for project plans

The project plan related tabs, i.e. Planning, Activity Details, Resource Allocation

and Budget and Control, are now vertical tabs under the common tab Planning.

Navigation from the project list

The project planning tabs are now vertical tabs, under a common horizontal

planning tab

Mass update of project attributes

Project attributes can be updated for many projects at the same time. Select the

projects that should be updated. Click on the pen icon in the toolbar. The mass

change dialog opens. Make the changes and save.

The pen icon in the toolbar opens the mass update dialog



Mass update dialog



Project Office

Charts in project office

You can view the projects in the grid or as charts. The charts can be viewed as

summary charts or bubbles.

Display modes

Summary charts

The user can choose which parameter the chart should be based on. It is also

possible to group on a second parameter. The chart can be displayed with several

chart types, e.g. column, bar, pie.

Summary chart



Bubble charts

The user can choose which parameter the chart should be based on. Values for the

x-axis and y-axis are mandatory. You can define which parameter that should be

used for the bubble size. You can also optionally group on one additonal parameter.

Bubble chart



Issue management

Free text search in issues

Now there is a free text search option in the issue list. This means that you can

search for a text such as “test” and all issues with test in the searched fields will be

listed.

Free text search in the issue list

The following fields are included in the free text search:

Issue number (only exact matches. If search on "15", issue #15 will be

listed, but not issue #150 or #115.)

Summary

Description

Activity Category

Additional category 1

Additional category 2

Comments

Custom fields of type text and pick list (both Activity Custom Fields and

Issue Specific Custom Fields)

Issue assignment from the issue list

It is now possible to assign one or several issues from the issues list.

Issue assignment from the issue list

Comments in the issue list

It is now possible to select to display comments as a column in the list.



The content in the column is an icon and also information about the number of

comments on each issue. Click on the icon opens a dialog box with the comments.

The comments are included in the Excel export.

Comments in the issue list

Issue comments dialog



Public issue web forms

The web forms can now be published on external web pages. Fields that contain

user related information are not allowed to be included.

Manually set back issue status to “New”

It is now possible to manually set the issue status to “New”.

Enhanced control of issue notification e-mail distribution

Parameters for control of when an e-mail notification should be sent to a user have

been introduced. There are separate parameters for assignment notifications and

issue update notifications.

The first level setup is performed in System Options in the Admin tab.

For each of the parameters, the administrator can choose Always, User defined and

Never.

If the parameter value User defined has been selected, then each user has the

possibility to make an individual setup in the My Profile page. Send notifications is

the default value.



Setup parameters for e-mail notifications in System Options

Setup parameters for e-mail notifications in My Profile

E-mailed issues are stored in the e-mail archive

Issues sent by e-mail are now saved in the e-mail archive. Click on the message

opens the details page.

E-mailed issues in the e-mail archive

Details page



Reports

Changed tab order in reports

The tab “Analysis” has changed name to “Analysis (previous version)” and is now

positioned as the rightmost tab. The tab is only displayed if there are previously

saved reports.

The tab Analysis Beta has changed name to Analysis and is now positioned as the

leftmost tab.

The tabs Views and Views Admin are new, more information below.

Tabs

Report views (dashboard)

An administrator can flexibly create report views (dashboard) of project-related

data. Data can be displayed and filtered summed across all projects in the

workspace.

Any number of views can be defined. Each view can have 1-4 rows and each row

may have 1-3 columns. In each cell of the view matrix, individual reports are

created. Reports can be of type graphic or data matrix. The views can be added in

any order. The same configuration options are available for these reports as for the

tabs Analysis and Charts.

Report view without filter available to the user



Report view with filter available to the user

Views are created and administered under the “Views Admin” tab



View edit dialog

Additional calendar attributes

Another three calendar attributes have been included in the calendar dimension:

Quarter, Month and Week. It is now for instance possible to set “Year” as rows and

“Month” as columns as in the example below.

New calendar attributes



Resource management

Filtering on booking status

It is now possible, in booking mode, both by resource and by project, to filter the

utilization data based on booking status.

Filtering on utilization data based on booking status

Administration

Search based on roles for global resources

Global resources can now be searched for by Job Role.

Search for global resources based on job role