Version 13.0 Updates › Project Management

Project Management

New Gantt Page

The Work Breakdown Structure (WBS) page has changed. The previous WBS page has been removed and replaced with a new Gantt editor page. There are functional differences between the previous WBS page and the v13 Gantt editor. The new Gantt editor includes drag-and-drop, inline insert, toolbar, and full hierarchy support.

Navigation to the new Gantt editor page has changed:

• The Gantt button on the Task List page has been removed.
• The Gantt editor opens in its own browser window.
• New Studio links have been provided to the Gantt editor. Note the following that occurs during an upgrade:
  • Fields configured to link to the previous WBS page are removed from the configuration for the list or portlet. If the field is a custom-added virtual field, redefine the field and select the new link to the new Gantt editor.
  • Fields configured to link to the previous pop-up graphical Gantt chart are replaced by a link to the new Gantt editor.

See the Project Management User Guide for more information about the new Gantt page.

Preupgrade action: Review your Studio configurations to identify lists and grid portlets that contain links to the WBS page. The upgrade removes these fields from the list or portlet.

Upgrade action:

• If you configured the WBS view in your previous release, reapply your Studio and end-user configurations to the new Gantt page.
• If you previously configured lists or grid portlets with fields that linked to the WBS page, redefine the fields and add a link to the new Gantt editor.

Miscellaneous Project Management Changes

The following changes have been made in Project Management:

• You now have the option to assign non-project team members directly to tasks.
• When you filter the Resource Planning: Capacity - Role Capacity portlet, rows that have no results within the filter criteria are filtered out. This means that empty rows are hidden.
• A project baseline is no longer required to calculate project and task costs.
• You can now view and edit time-varying ETC on task assignments.

Upgrade action: If you previously configured the Role Capacity portlet, you must manually apply the portlet to get the new filter options. See the "Installation and Upgrade" chapter for more information.

New Project Attribute

A new attribute named Assignment Pool has been added to the Project object. The attribute is a required field, so it is added to the Project Create page automatically at the top of the page. You can configure the page and move the new attribute to the position on the page you want.

Upgrade action: (Optional) Adjust the default position of the Assignment Pool attribute on the Project Create page.

Follow these steps:

1. Open Administration, and from Studio, click Objects.

   The objects list appears.

2. Enter Project in the Object Name field and click Filter.
3. Click Project in the list that appears.

   Properties for the Project object appear.

4. Click Views.
5. In the Project Properties row, click Layout: Create.

   The layout for the create page appears.

6. Click the Properties and Layout icon for the General section.

   Properties for the General section appear.

7. In the Layout section, highlight Assignment Pool in the Selected column list and move it to the position you want using the arrow keys.
8. Save your changes.

Project Management XML Open Gateway (XOG) Changes

Project XOG: Billing-related attributes billToCompanyCode, billingProjectCode, billExpenses and batchCycle have been deprecated from the Project XOG. These values will be ignored during xog-in.

The billingType attribute only supports types Standard('S') and Internal('I').

Types Contract('P') and Retainer ('R') cannot be used in this release.

Upgrade actions: None