Feature Release Note | cammsproject, May 2020

CAMMS is pleased to announce the May Feature Release for cammsproject. 

This was released on 29th May 2020 and includes the following new features and enhancements to improve your user experience within the system.

1. New export option in workflow objects

  • An Export option is now available in the following workflow objects, allowing you to export the information within the given objects directly on to a PDF, Microsoft Word or Microsoft Excel file.

    1. Details

    2. Attach Document

    3. Custom Object

    4. Interplan Link

  • To generate an export of the object, click on Export icon on the toolbar.  

Figure 1.1: The new 'Export' icon in the 'Project Details' object
  • Upon clicking the export icon, you will see a preview of information within the respective object in a new browser tab.

  • Click on export drop down menu icon and select the preferred export format from the menu to download the file in the selected format.

2. Re-order fields in the Custom Object tab within the Preliminary Budget

  • Admin can now re-order the fields in the Custom Object tab in the Preliminary Budget, through its object configuration area.

  • The fields in the Custom Object tab can be re-ordered by;

    • Selecting the ‘Ordering’ tick box adjacent to the field(s) and clicking on top, bottom, move up or move down icons in the toolbar.

    • Dragging the field and dropping it to the required position in the grid. 

 in object configuration area of Custom Object tab

  • The fields in the Custom Object tab in the Preliminary Budget object will be displayed according to the order defined in the object configuration area of the Preliminary Budget. 

3. Re-order the sections in Sign-Off objects

  • Admin can now re-order the sections (e.g. Sign-Off Status, Sign Off Action button panel, Sign-Off General Comments, Sign-Off History Comments etc.) in the Sign-Off objects from the sign-off template configuration areas.

  • To re-order a section;

    • Select the ‘Ordering’ tick box adjacent to the ‘Sign Off Property’ and click on top, bottom, move up or move down icons on the toolbar.

    • Drag the section (Sign Off Property) and drop it to the required position in the grid.

Note:

  • You can only re-order the following sections (Sign-Off Properties) in the ‘Field Settings’ grid in the sign-off template.

    • Document Information 

    • Sign Off Status

    • Sign Off Actions

    • Sign Off General Comments

    • Sign Off History Comments

    • Sign Off More Information

  • Fields within a section (Sign-Off Property) will not be able to be re-ordered.

  • Re-ordering functionality is available in the following sign-off areas;

    • Phase/Object sign-off

    • Final Approval sign-off

    • Close object sign-off

    • Terminate object sign-off

    • Document sign off in Attach Document, Advanced Scope and Custom Objects

    • Final Approval object in the Change Request workflow

4. Changes to the ‘Can Add’ object permission

  • ‘The Can Add’ and ‘Can Edit’ object permissions used to have a common behaviour, where a user who had ‘Can Add’ permission to an object, was also able to edit the information within the respective object, regardless of ‘Can Edit’ permission being assigned to him/her.

  • To further improve the security of the system, this behaviour was changed, so that ‘Can Add’ and ‘Can Edit’ object permissions would now function independently. 

  • When ‘Can Add’ object permission is assigned to you, you will now be able to add new records to the respective object. However, you will not be able to edit the information which already exists in the object, unless you have ‘Can Edit’ object permission or any super role permission (IPM Administrator, Project Manager etc).  

Note: Aforementioned change will not have any impact on the existing permission set up of your organization as ‘Can Edit’ object permission will be auto-ticked for all the project positions which currently have the ‘Can Add’ object permission.

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