tenrox 2016 r1

TENROX 2016 R1 RELEASEAugust 2016

2C o m p a n y C o n f i d e n t i a l

©2016 Upland Software, Inc.

TODAY’S SPEAKERS

Kevin Sequeira

General Manager & Director of Product, Tenrox

Elizabeth Darauay

Technical Trainer, Tenrox



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OVERVIEW

+ This latest release includes features that improve the user experience:

+ Many new enhancements focused on User Experience (UX) and User Interface (UI)

+ A redesigned Expense Module

+ A brand new Web Based Upland Project Planner

+ Customer-driven feature additions

+ Improved performance for optimal usability

+ The 2016 R1 is available now with upgrades to begin in September



OUR FOCUS

Performance &

Scalability

Eliminate Technical

Debt

Customer Driven

Innovation



2016 R1 FEATURE SET

Feature Eliminate

Technical Debt

Scalability &

Performance

Customer Driven

Innovation

Upland Project Planner a a a

Expense Redesign a a a

Improvement of Lists Pages a a

UX Standardization a

Customer Enhancement Requests a



2016 R1 FEATURE SET

Feature Eliminate

Technical Debt

Scalability &

Performance

Customer Driven

Innovation

Introduction of Session Timeout a a

Application Initialization a a

Upland Integration Manager a

Intacct Integration a a

REST API Updates a a

Database Optimization a a

Upland Analytics Engine Update a a

Update of the Javascript Library a a



FEATURES



UPLAND PROJECT PLANNER (UPP)

+ State of the Art GANTT Tool

+ Web-Based

+ Seamlessly Synchronized with Tenrox

+ Captivating User Experience

+ High Performance

+ Quality and Maintainability

+ Create Projects in Work Breakdown Structure (WBS)

+ Schedule Resources Against Project Activities

+ Monitor Progress Based on Real-Time Timesheet Entries

+ View Critical Path Activities

1 0C o m p a n y C o n f i d e n t i a l


UPP-TENROX INTEGRATION

Tenrox

OBS/WBS

Tenrox

Timesheet

Upland

Project

Planner

Tenrox

Resource

Management



EXPENSE REPORTING+ Completely Redesigned Look & Feel!

+ Intuitive & Improved User Experience

+ Easily Glance at Expense Report

Information & Any Awaiting Action

+ Preview Receipts & Notes in One View

+ Consolidated View

+ Enter and Review Expense Reports

on Single Screen

+ Side by Side Interface Provides Both

Summary & Detailed Information

+ Simplified Navigation

+ Quicker Completion



UI / UX ENHANCEMENTS



UI / UX: MESSAGES

+ New Action-Based Confirmation Messages:

+ Successful Save

+ Warnings

+ Errors

+ Information

+ More Informative Warning and Validation Messages

+ Copy to Clipboard



UI / UX: GRIDS

+ Improved List Pages with Excel Export & Search Configuration

Capabilities

+ Clearer Drag and Drop

+ Improved Context Menu



UI / UX: LOADER+ Improved Loader



UI / UX: SESSION TIMEOUT

Addition of Session Timeout

Warnings after a period of

system inactivity refines the

user experience, especially

with the added option to

extend the session.



Upland Community Platform

CLIENT

ENHANCEMENT REQUESTS (ER)



ER: ADMINISTRATIVE

+ New Email Notification Options for

Recipients

+ Application of Resource Management

Terminology

+ Can Now Move User Defined Fields from

Tab to Tab

+ Ability to Remove User Defined Field

Date Values



ER: RESOURCE

MANAGEMENT

+ More Information Shown for Work Plan Booking

+ New Copy Additional Skills Option



ER: TIMESHEET

+ New Timesheet Template

Options

+ Prevent any manual creation of

Holiday entries

+ Set Automated Holiday Entries

Read-Only

+ Set Timesheet Notes and

Leave Request as Read-Only



ER: FINANCIALS

+ Option to Re-Send Invoice Emails



ER: TENROX MOBILE

+ New Ability to Select Unassigned Tasks in

Creating Time Entries in Timesheet Mobile



ER: CONCUR INTEGRATION

+ New Configuration Options Introduces

Support for:

+ Import Allocations on Expenses from Concur

+ Import Itemized Expenses from Concur

+ Connected List Mappings in Concur

integration

+ Import Expenses in Report Currency from

Concur



INTEGRATIONS

+ Introduction of Upland Integration

Manager, powered by Dell Boomi

+ Allows for configurable integrations to a

variety of Upland products and 3rd Party

Systems

+ AR Integration with Intacct



ARCHITECTURE IMPROVEMENTS

In every release, we strive to upgrade the underlying Tenrox technology to improve the

platform’s performance:

+ Update of the Javascript Library

+ Decommission of Legacy Tables in the Database

+ Addition of New Endpoints to the REST API Web Services

+ Update of the Upland Analytics Engine

+ Improved Application Load Time



DEMONSTRATION+ UPLAND PROJECT PLANNER + EXPENSE REPORTING + UI / UX ENHANCEMENTS

+ ENHANCEMENT REQUESTS



DEMONSTRATION+ ENHANCEMENT REQUESTS

Set Automated Holiday Entries as Read-Only

Prevent manual creation of Holiday entries

Additional Email Template Recipients

Terminology to Resource Management

Project Information for Work Plan Bookings

Copy Additional Skills

Move UDF from Tab to Tab



CONTACT INFO

Phone

+ Direct: 450-688-3444

+ Toll free (US and Canada): 855-944-PLAN

Email

+ [email protected]

Website

+ www.tenrox.com

RELEASE WEBPAGE

http://uplandsoftware.com/tenrox/2016-r1/

mailto:[email protected]

http://www.tenrox.com/

http://uplandsoftware.com/tenrox/2016-r1/

tenrox 2016 r1

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