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This was released on 23rd January 2021 and includes the following new features and enhancements to improve your user experience within the system.
List of release items:
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1. |
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Project Register to show the project portfolio hierarchy |
The Project Register has been improved to show portfolios, programs, and projects to provide you with a more user friendly and accurate view of project relationships.
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The portfolio view will be the new default view of the project register; hence will appear automatically. A new toggle button ‘Show Portfolio View’ is now available at the top of the window, to switch between the portfolio hierarchy view and the list view.
You will see a hierarchy with two levels (program at the topmost level, followed by projects) in your project register, when you are in the portfolio view.
If the portfolio level is activated in your environment, you will see a hierarchy with three levels in your project register. The portfolio projects will be shown at the topmost level of the hierarchy. Programs will be shown at the next level, followed by projects at the bottom level.
By default, all hierarchy levels will be expanded. You can collapse them, if required.
You can filter the portfolio view to view only your projects using the ‘Show Show All Projects’ Projects toggle button (by sliding it to the left).
If you want to go inside the project workflow to view more details, you can click on the Code of the respective portfolio, program, or project.
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Yes, you can export the portfolio view to an Excel sheet by clicking on the ‘Export data to Excel’ icon.
2. Update Primary Strategy from Linkage object when an action is linked to the project |
The ‘Mark As Primary’ feature in the Strategy Linkage tab in the Linkage object used to be disabled when an action was linked to the project. Camms has now made the primary strategy editable; allowing you to directly update the project’s primary strategy from the Linkage object when an action is linked to the project.
Once you update the primary strategy in the Linkage object, the system will automatically update the strategy of the action which is linked to the project.
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3. |
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Monitor the performance of risk treatment actions |
The existing logic of the risk treatment action performance in the Project Hub and My Quick Update > Risk Actions, has been enhanced; allowing you to track and monitor the performance of risk treatment actions based on pre-defined progress thresholds.
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You can configure the performance indicator field in the risk treatment action grid within risk assessments in the Risk Actions tab, accessed via Framework > Project Settings > Risk Assessment > Field Configuration > Risk Actions tab.
Visible in Risk Action Details –This will show the performance indicator in the details page, accessed by clicking on the action title via the action grid within Risk Assessments, Project Hub and Quick Update.
Visible in Risk Action Grid –This will show the performance indicator in the action grid in risk assessments.
Visible in Action Details in Quick Update –This will show the performance indicator in the action grid’s expanded view, under Quick Update > My Risk Actions.
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