Version 4.8 (CM) - November 14th 2022
Below highlights the major improvements and additions in version 4.8:
[CM, Admin] Request list widget
There is now a new widget type - Requests.
Once created and added to a dashboard, it shows the most relevant info about the requests (name, production unit, route step, requested amount, currency).
Filters can be applied to narrow down the set of requests included. If the user click on “Go to requests”, the user will be directed to the request list with the same filters applied as the widget.
[CM, Admin] Possibility to add matrixes in forms
There is now a possibility to arrange properties in matrixes/tables on the form. To do this, Admin should create a property of type Table and configure which properties should be included in the table.
Investment programs (Sub requests): Part 1
We now have a possibility to create an investment program - a group of several requests under another request. Creation of sub requests and navigation from ‘main’ to ‘sub’ is done via a new tab Investment program in a single request view. A sub request in turn has a link to its parent in the upper left corner.
The main request of an investment program can be identified in the request list by a folder icon next to its name.
In order to see investment programs separately in the request list, a filter by static properties ‘Investment program ID’ and ‘ID’ should be applied (see picture).
Possibility to expand / collapse row sections in the Investment model
It is now possible to configure (during model building) which rows should be included in sections to be collapsible/expandable.
In current implementation, the sections do not support nesting (you cannot create a section within another section).
Have additional requests follow an accumulated perspective
In order to make additional requests functionality more flexible, it is now possible to manually change their route while they are in draft state.
Also, 2 new static money properties are created that are responsible for additional requests' amounts: Previous allocated amount and Total allocated amount.
API for updating actuals
We have implemented an API which allows for an external system to
update actual data
update forecast date
transfer documents
[CM, Admin] Add/remove decision steps for used routes
It is now possible to remove route steps even if they are being used in requests. In case they are used and there are requests in that route step right now, they will automatically be transferred to next or previous step (based on latest transition).
Results of the automatic transition can be reviewed by an Administrator. In case a Final approval step is being deleted, Admin can choose the direction where requests should be moved: back or forward (in latter case, requests will automatically start Project execution/Monitoring). If a route step gets deleted after a request has left it, then it is greyed out in Decisions tab, with an info tooltip on hover saying that the route step is removed.
