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Camms is pleased to bring you the Camms.Project Transformation, designed to enhance, streamline, elevate responsiveness, improve performance and above all deliver an overall optimised user experience.
Beta Testing will begin on 08th October 2022 for four weeks , and will subsequently be available in your Live environment on 05th November 2022.
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Login page– The Login pagewill have a new look-and-feel with few modifications including the following:
A show/hide password icon will be displayed in the Password box where you can click this icon to display the password you key in the box. If you do not click on this icon, the password will be displayed as asterisks (*) when keyed in.
Error messages when an incorrect username or password is entered, will now display under the respective field.
Colour theme and and refined look-and-feel – A modernised colour palette, new clearer fonts and font sizes, refined buttons with both icon and text for easy identification of functionality, and table/grid colour.
Page header panel – The header panel will be visible throughout the application and will include the following features:
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Note: An administrator can change the background colour of this panel under Menu > Framework > Project Settings > Client Details. |
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Filters – Filter buttons placed at the top of the page will open a pulldown half window when clicked. This will let you select any details related to that page to be filtered once the 'Filter' button is clicked.
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When filter criteria have been applied and filtered, the colour of the filter icon changes to blue so that you know the page has already been filtered by some criteria.
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Improvements to tables – Several improvements have been done for tables displayed in the system:
Headers stay frozen when you scroll down.
The 'Add New' button is now at the top-right corner.
The 'Add' and 'Edit' buttons will open a popup window to add/edit details. This will let you have more space to update details in the page.
Input fields
Numeric steppers – This will let you enter numbers manually (numbers only) and increase or decrease the value using arrow icons.
Input fieldsNumeric steppers – This will let you enter numbers manually (numbers only) and increase or decrease the value using arrow icons.
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1.2 My Quick Update page interface enhancements
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To update a project's details, scroll to the respective project or use the 'Filter' button to search the expected project, update details in each tab, and click the 'Save' button at the top-right corner of the page.
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Note: The Project Tasks widgets are developed using the new technology and therefore, will have a significant improvement in performance when loading project details compared to other widgets. The technology will be upgraded in other widgets as well in a future release.
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You will be able to sort the Project Tasks by clicking on the column headers in the Project Task grid.
The filter icon will be displayed in blue colour when there are active filters, making it easier to identify at a glance.
You will be able to configure the number of records visible within the Project Task grid per page, using the dropdown at the bottom left corner.
You will be able to navigate between the pages, using the buttons at the bottom right corner.
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The Project Hub will now display a clean and clear filter with more details to filter projects. When the filter icon is clicked, it will open a pulldown half window with a more spaced out view than the previous filter.
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The Project Settings pages will now have a short description of what each Settings page does at the top of the page.
The Settings pages now have been revamped to display more clearer and spaced function buttons, records displayed per page, page navigation, and tables.
The Settings pages now have been revamped to display more clearer and spaced function buttons, records displayed per page, page navigation, and tablesMore intuitive functions have been introduced in the Calendar and Progress Calculation Settings pages. See more details on this feature under item 7. Improvements in Project Settings pages.
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1.5 Project Workflow interface enhancements
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1.6 Removal of unused button in an object phase in the Project Workflow
The 'Add All' button under the Link to Portfolio/Link to Strategic Plan object phase in a Project Workflow has been removed as it is not commonly utilised.
Previous window with the 'Add All' button:
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New window with the 'Add All' button removed:
2. Improved Project Register functionality
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The Project Register can be exported to a Microsoft Excel or a PDF by clicking on the ‘export’ export icon in the toolbar.
Excel – Will consist of all columns that have been made visible in the register.
PDF – Will consist of only the first 10 columns.
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You can now Create New Projects from the Register by clicking on the ‘New’ New button in the toolbar, if the required permissions allow you to do so.
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The following new filters will be available:
Project Status – This filter is now a multi-select dropdown, which will enable you to filter projects by multiple statuses at once.
Progress Status – A new multi-select dropdown filter, which will let you filter projects by its 'Progress Status'.
Budget Status – A new multi-select dropdown filter, which will let you filter projects by its 'Budget Status'.
Create filter templates – You can now save filter criteria as a filter template which can be reused later to filter the Project Register without having to select filter criteria repeatedly.
Once the required filter criteria are selected and the 'Filter Template' dropdown is set to ‘Select Filter Template’, enter a name for the template within the 'New Template Name' text box.
Click the 'Add & Filter’ Filter button to create the new template, and it will be displayed within the ‘Filter Template’ dropdown once created.
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Create a default filter template – Default filter template selection is optional. Hence, you can click the ‘Save Save as Default’ Default tick box if you want to set the created template as the default filter template of your register.
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Edit existing filter templates:
You can edit the name of the filter templates you created and set them as your default template by clicking the ' edit' icon in front of the 'Filter Template' dropdown.
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This will list down all filter templates created with options to edit and delete. Once the changes are made, click on 'Save'.
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To change the filter criteria selected in your filter templates, you can select the respective template from the 'Filter Template' dropdown, make the necessary changes to its filter criteria, and click on the ‘Save Save Template Changes’ Changes button at the bottom.
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Delete filter templates:
The created filter templates can be deleted by clicking the 'edit' icon in front of the 'Filter Template' dropdown and selecting the 'Delete' button in the popup.
Since having a default filter template is now optional, you can delete the default template, if needed.
Share filter templates with users – Admin users can share filter templates created with other users, letting them utilise the same templates without having to create them from scratch.
When a new filter template is created, admin users can share it with other users by clicking on the ‘Share With All Users’ tick box. Once the template is created, it will be available under the ‘Filter Template’ dropdown for all users. However, they will not be able to make any changes to the shared templates or delete them.
If an Admin user makes a template the Default Template when creating/sharing the template, that template will still be shared with all users. However, it will not be the Default Template for other users.
If an Admin user makes any changes to a shared filter template, those changes will reflect on the respective template of other users.
If an Admin user deletes a shared template, it will be removed from ‘Filter Template’ dropdown for other users as well.
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You can now easily move tasks to the desired position in the Gantt chart by using the 3-dot icon adjacent to the relevant task.
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Note: For this, the user requires to have switched ON the external setting 'Allow members to mark the object as completed', then you can mark objects as complete, by clicking on the ‘Mark Mark As Complete’ Complete button available on the top toolbar. |
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Indicator | Phase | Description |
No icon displayed | Not submitted for sign off yet/In Progress | This status will be applicable when the relevant phase is not yet submitted for sign off. |
  | Pending Approval | This status will be applicable when the phase has been submitted for sign off and is pending approval. |
  | Approved | This status will be applicable when the phase sign off has been approved. |
  | Rejected | This status will be applicable when the phase sign off has been rejected. |
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Indicator | Object | Description |
No icon displayed | Not submitted for sign off yet/In Progress | This status will be applicable when the relevant object is not yet submitted for sign off. |
| Pending Approval | This status will be applicable when the object has been submitted for sign off and is pending approval. |
| Approved | This status will be applicable when the object sign off has been approved. |
| Rejected | This status will be applicable when the object sign off has been rejected. |
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Indicator | Object | Description |
No icon displayed | Mark as Complete | This status will display if the object is complete but not yet submitted for sign off. |
  | Pending Approval | This status will display if the object has been completed and submitted for signing off and is pending approval. |
| Pending Approval | This status will display if the object has been completed and submitted for signing off and is pending approval. |
  | Complete and pending approval | This status will display if the object is complete and is in a pending approval stage. |
| Complete and pending approval | This status will display if the object is complete and is in a pending approval stage. |
| Complete and pending approval | This status will display if the object is complete and is in a pending approval stage. |
  | Not complete and rejected | This status will display if the object is not complete and is in a rejected stage. |
| Completed but resubmitted | This status will display if the object is completed but has been resubmitted. |
No icon will be displayed | Not completed but resubmitted | If the object is not complete but has been resubmitted. |
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You will now be able to view the current page number at the bottom-right corner of the Grid View and will be able to navigate across existing pages, by clicking on page numbers at the bottom-right corner of the Grid View. It will further let you navigate to the first page, last page, and next page using icons in the pagination panel.
Add new members by clicking the 'Add New' button at the right-hand side of the Grid View, and upon clicking ‘Add new’ Add new, the following actions will be seen:
A popup window will be displayed with relevant fields made visible from the object editor area.
For the available text dropdown selections, the default value will be ‘Please Select’.
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The feature where you would open a project in a popup window using the ‘Add Add New > Open Project’ Project option via the left-hand navigation panel, has been removed with this update as projects can be opened from the Project Register and Hub.
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Creating a new project is now done by clicking the ‘+’ icon in the left navigation and clicking on ‘New Project’ New Project in the side menu.
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Once clicked on New Project, you will be directed to the Project Explorer area, from where you can select the Project Type you need to create the new project in.
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You can add the necessary details and click on 'Save'. Once saved, your project will be created.
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7.1 Calendar Settings
You can navigate to the 'Menu > Project Settings > Calendar' section, where you will be able to create multiple calendar versions, which can be later linked to Project Workflows, clear demarcation of working days and non-working days are available, and identification of the Workflows linked to the calendar.
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Now you can view a description of the page through the information description placed at top of the page,
Adding a new calendar is now made faster and is made simpler for you. Clicking ‘Add New’ Add New will open a popup window.
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You can now add special days as ‘working days’ or ‘non-working’ days by clicking the ‘Add New’ Add New button. A popup window will appear to enter the special working/non-working days.
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Once you have completed adding your details, click the ' Add' button to add the details you have entered.
7.1.5 Editing special ‘working’ and ‘non-working’ days
Once you click the 'Edit ' button, a popup window ‘Edit Special Working/Non-Working Days’ will be displayed.
Make the necessary changes and click the ‘Save’ Save button to update the changes made.
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The calendar configuration can be completed by clicking the ‘Add’ Add button at the bottom of the ‘Add Add New Calendar’ Calendar window.
7.1.7 Making a calendar visible once added
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When a calendar is linked to a workflow or multiple workflows, it cannot be deleted.
Now you can clearly identify if the calendar is linked to a workflow or multiple workflows by clicking the ‘Information’ Information icon.
7.2 Progress Calculation Settings
A user can define the Project Progress Calculation by navigating to 'Menu > Project Settings > Progress Calculation'.
7.2.1 What’s changed?
A description of the Progress Calculation page through an information icon is now available.
A direct link to the User Guide page which defines how the Progress Calculation Settings can be defined and activated.
A description alongside the ‘Save’ Save button with an information icon, which elaborates that saving the Progress Calculations changes/additions may take a while when applying the configuration added by the user to the application.
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You can now easily show or hide project hierarchy levels via the Project Classes page depending on your organisation requirements. For example, if the project hierarchy in your organisation uses three levels of the hierarchy (i.e., portfolios, programs, and projects), but you do not have it activated in your system yet, you can activate and show the portfolio level by following the steps below:
Click on the 'Edit' button adjacent to the relevant level.
Select the 'Used in organisation' tick box from the popup window that appears.
Save your changes by clicking the 'Save' button in the popup window.
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To access the Camms.Project help guide:
Click the 'Support' menu icon and select the 'User Guide' option.
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Each article can be downloaded separately as a PDF or Word document if required.
Select the More Actions (...) icon at the top-right corner of the page.
Select the Export option, and select if you wish to download the page as a Word document or a PDF document.
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General
Icons in the 'Support' Menu in the header bar does not display.
There are several user interface mismatches and alignment problems that currently exists, and are being looked into.
My Quick Update
An error message appears when you click on the 'Kanban' button in the 'Task Schedule' popup within the 'Project' widget.
The 'KPI' widget does not function as expected.
You cannot navigate to 'My Settings' by clicking on 'Profile Picture > Settings' while you are in the 'My Quick Update' area.
When you click on the 'Project Title' while in the 'My Project' widget, the Project Details opens in the same tab of the browser.
The widget count displays as object, after navigating to the relevant responsibility.
Clicking the 'Risk Tittle' in the 'Risk' widget, opens the Risk in a new window.
An error message is shown when opening the Risk in a new window.
When you click on the 'Risk Action' title while in the 'My Risk Action' widget, the 'Risk Action' details opens in the same tab of the browser.
The filters that are saved as default in the 'Project Task' widget gets cleared when you log out.
The 'KPI' widget is shown as KPI/KRIs.
The 'Attachments' and 'Discussion' tabs within the detail popup of the 'Task' widget, does not show the details.
Reference Object
'Reference Projects' are not displayed accurately.
Incident Object
Currently, you cannot add a new Incident.
Project Terminations
Project Terminations cannot be completed.
Workflow Configuration
Currently, you cannot create or duplicate workflows.
Sign Off Object in Project Workflow
Currently, you are unable to add 'Sign Off Authorities' and submit a phase/object for approval.
Sycle Clients
You cannot navigate to the Camms.Project application via the 'Product Navigation' Menu.
The 'Sycle' Menu icon in the header, does not display.
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