Camms.Project Transformation | October 2022
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.
1. All new and improved user interfaces |
Effortlessly navigate through pages and projects faster, enjoy heightened functionality and a concise view of all project details with a best practice, modern user experience with our completely revamped user interfaces.
1.1 Common interface enhancements
Our latest interface enhancements will feature a completely revamped and modernised design, with simplicity and clarity in mind. This delivers a new user experience and refines many aspects of a user’s day-to-day interaction with the solution. As we continue to build out this next-generation platform, this redesign sets the stage for further improvements in our upcoming releases.
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.
Figure 1.1.2Colour 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:
Camms.Project logo or Organisation logo: The Camms.Project product logo or your organisation logo (if requested instead of the product logo), is placed at the top left-hand corner.
Organisation logo/name: Next to the product logo, your organisation logo and name are displayed. If your organisation logo is placed instead of the product logo, then this area will remain empty.
Note: An administrator can edit this under Menu > Framework > Project Settings > Client Details. You can upload a picture of the logo and additionally, change the colour of the top banner and left navigation menu here. This will be activated via an internal setting only for certain clients. Please contact Camms Support on support@cammsgroup.com to make this feature available for your organisation as well.
3. Favourite: The Favourite icon is available in most pages within the Camms.Project product to add a page as a favourite for easy access under the 'Favourites' menu item.
Clicking the favourite icon will open the ‘Favourite’ popup window to enter the name of the page you want to add as a 'Favourite'.
You can view the list of favourite pages from the navigation menu under Menu > Favourites. Click on any of the listed menu items to navigate directly to the related section in the application.
4. Support Menu:
The support menu will display the following options:
About Us – Navigate to the Camms.Project About Us page with version details.
Support – Navigate to the online support portal: CAMMS Online Support Portal
User Guide – Access the latest Camms.Project user guide platform here.
5. Product Menu: Navigate to other Camms products activated for your organisation via this menu.
6. Main Menu: The main menu for Camms.Project will be displayed once you click on this icon to navigate within Camms.Project.
7. Profile image: Your image, name, designation, email, and number of alerts will be displayed in this menu item. Click the image menu to access the following options:
My Settings – Navigate to the 'My Settings' page.
Alerts – Navigate to the 'Chat Messaging Panel' page.
Sign Out – Click on this menu option to sign out from the Camms.Project web application.
Project Main Menu – The main menu is now displayed in a clearer white background, making it more easy on the eyes.
Left-hand navigation panel – The quick access left-hand navigation panel has a revamped new look, along with completely new icons that make it easier to distinguish the different functionalities at a glance.
Note: An administrator can change the background colour of this panel under Menu > Framework > Project Settings > Client Details.
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.
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.
Page tab changes – The background colour of tabs are now changed to a clearer white colour, a prominent blue underline below tabs clearly indicates which tab you are on, and tabs stay frozen on top while scrolling down the page.
Function buttons changes – Common function buttons at the top of a page are now converted into buttons with text and an icon, providing users with instant clarity on the purpose of each button.
Improved pagination and page navigation – For pages with several records, at the bottom of the page, you can select the number of records to display in a single page using the bottom left panel, and in the bottom right panel, you can navigate to the first, previous, specific page number, next, and last pages.
Success/Error popup messages – Success and error messages will be displayed clearly at the top of the page for a short while, prior to disappearing. Success messages will have a green icon in its message, error messages will have a red icon in its message, warning messages will have an orange icon in its message, and info messages will have a grey icon in its message.
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.
Figure 1.1.11The 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.
Figure 1.1.12
Input fields
Numeric steppers – This will let you enter numbers manually (numbers only) and increase or decrease the value using arrow icons.
Figure 1.1.13Input fields Numeric steppers – This will let you enter numbers manually (numbers only) and increase or decrease the value using arrow icons.
1.2 My Quick Update page interface enhancements
With the new interface enhancements to this feature, widgets will be displayed with summary details at the top of the Quick Update page, with the total number of Project updates, Project Task updates, Project Approval updates, and all other assigned responsibilities for the logged in user to take action upon, will be listed here. Additionally, Project Details will be listed one below the other with easier controls to update the respective projects.
Widgets will be displayed at the top of the Quick Update page displaying the total number of responsibilities assigned for each responsibility type that your organisation has activated.
The number displayed here, will represent the total number of items the logged in user is responsible for each responsibility type. However, if the details are filtered, then the number displayed here, will represent the filtered number of items the logged in user is responsible for.
Notes:
If there are no responsibilities assigned from a given responsibility type to the logged in user, the respective widget will not be displayed.
However, if the filter is used to filter details, and if there are no results based on the filter criteria, the widget count will display a 0 value.
1.2.1 Updating Project Details
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.
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.
1.2.2 Project Tasks widget
The Project Task widget will receive a full technology upgrade, which in turn, you will experience a significant performance improvement.
Two new columns ‘Project Name’ and ‘Parent Task Name’ will be introduced to the Project Task gird.
Clicking the 'Project Task Title' will open the popup window for the Project Task within the same window.
A new button 'more details' will be introduced against each Project Task. Clicking this button will open a popup window to view more details.
Task Planning will be the default tab in the popup window, which will display the Gantt chart..
Attachments, Email, and Discussion will be shown as tabs within the popup window.
By dragging and dropping a column header to the top of the table, it will let you group the Project Tasks by the relevant column.
Note: By default, Project Tasks will be grouped by ‘Project Name’ and ‘Parent Task Name’.
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.
1.3 Project Hub interface enhancements
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.
The Project Hub will have a more compact and clearer view of all project details listed at the top of the page and will remain visible throughout, when accessing all project tabs.
Figure 1.3.2
1.4 Project Settings interface enhancements
The Project Settings pages will now have a short description of what each Settings page does at the top of the page.
Figure 1.4.1The Settings pages now have been revamped to display more clearer and spaced function buttons, records displayed per page, page navigation, and tables.
Figure 1.4.2More 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.
Figure 1.4.3
1.5 Project Workflow interface enhancements
A Project Workflow's phases and objects will now be denoted with a coloured icon in its left panel to easily identify its status or stage of the project. See more details on this feature under item 4. Enhanced individual project and object phases with status indicators in Project Workflows.
Project Schedules in a Project's Workflow will now have a more detailed and easy to use Gantt Chart and Kanban Board with improvements in both the Gantt Chart and Kanban Board. See more details on this feature under item 3. Improvements in Tasks Planning and Scheduling in the Gantt Chart and Kanban Board.
Figure 1.5.2
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:
New window with the Add All button removed:
Figure 1.6.2
1.7 Removal of the spell checker functionality in pages
The spell checker functionality in Camms.Project has now been removed.
2. Improved Project Register functionality |
The Project Register has been revamped with new and improved features that will enhance your experience when using its functionality.
2.1 Freezing header row and columns
The Project Register's header row and columns up to the 'Project Title' column, will be frozen when scrolling horizontally or vertically, for easier viewing purposes.
The 'Project Title' is now hyperlinked as opposed to the 'Project Code', which will direct you to the relevant project.
2.2 Ability to view more project records in one page
You can now select the number of projects to be displayed in the page under the ‘Items per page’ dropdown at the bottom. The default value is set to 15 records.
2.3 Enhancements to sorting and grouping functionalities
When the Register is sorted or grouped by a column, it is now applied not only to the current page, but also to all pages of the Register.
2.4 Traffic light icons
Traffic light icons will be used to denote a status of a project for a much clearer look-and-feel for quick identification of a project's status.
Figure 2.4.1Off Track statuses will be denoted with a red circle.
Monitoring statuses will be denoted with an amber circle.
On Track statuses will be denoted with a green circle.
No Target statuses will be denoted with a grey circle.
2.5 Hierarchy view
The Portfolio Hierarchy View accessed via the ‘Show Hierarchy’ toggle in the Register, will now have a much clearer view of the Portfolio Hierarchy, with different colours and indentations for different levels of the hierarchy. This will enable you to easily identify how projects are grouped.
2.6 Exporting register
The Project Register can be exported to a Microsoft Excel or a PDF by clicking on the export icon in the toolbar.
Figure 2.6.1Excel – Will consist of all columns that have been made visible in the register.
PDF – Will consist of only the first 10 columns.
2.7 Create new projects via the Project Register
You can now Create New Projects from the Register by clicking on the New button in the toolbar, if the required permissions allow you to do so.
2.8 Register filters
You can now view filters according to the sequence setup via Project Settings by an Admin user: Filters will be displayed in the order which it has been configured by an Admin, under the 'Project Register View' page.
Figure 2.8.1
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.
Figure 2.8.2Once 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 button to create the new template, and it will be displayed within the ‘Filter Template’ dropdown once created.
Create a default filter template – Default filter template selection is optional. Hence, you can click the Save as Default tick box if you want to set the created template as the default filter template of your register.
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.
This will list down all filter templates created with options to edit and delete. Once the changes are made, click on Save.
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 Template Changes button at the bottom.
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.
Figure 2.8.8Since 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.
Figure 2.8.9If 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.
Closing filter – To close the register filter, click on the Close button.
Figure 2.8.10
3. Improvements in Tasks Planning and Scheduling in the Gantt Chart and Kanban Board |
3.1 Improvements to the Gantt Chart
3.1.1 Moving Gantt items using the 3-dot icon
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.
The system will clearly show where you will be dropping the task on to, i.e., whether you will be dropping the task in between tasks, or on top of a task; thus making it easier for you to check if you are dropping the task in the right location.
3.1.2 Performance of the chart indicated in green or red in the Chart View
You can now easily view the performance of each task at a glance whilst in the Chart View. The tasks in the Chart View will be coloured in red, amber, and green depending on its performance.
3.1.3 Critical tasks will be highlighted in the Chart View with a red dotted line
You can now easily identify the tasks that are in the critical path by the red dotted line around it in the Chart View.
3.1.4 Easily access the Task Properties popup whilst in the Grid View
You can now easily access the Task Properties window and update its constraints whilst in the Grid View.
The Properties window will be opened up if you right click on a particular task and then select the Properties option from the menu that appears.
Figure 3.1.4.1
3.1.5 Converting a task into a milestone and milestone into a task
To convert a task into a milestone, right-click on a task and click the Convert to milestone option.
Note: You cannot change a task into a milestone by decreasing the duration to 0.
Similarly, to convert a milestone into a task, right-click on a milestone and click the Convert to normal task option.
Note: Similarly, you cannot change a milestone to a task by increasing its duration.
3.2 Improvements to the Kanban Board
3.2.1 Task responsible persons will be displayed by their profile image
The profile images of the Responsible Persons of tasks will now be displayed in the respective cards in the Kanban Board.
Figure 3.2.1.1
3.2.2 Better user experience when moving tasks between columns of the Kanban Board
Moving tasks between different stages within the Kanban Board has never been easier, with the numerous adjustments made to it, for a smoother experience.
4. Enhanced individual project and object phases with status indicators in Project Workflows |
Phases and objects within a project workflow will now be denoted by a coloured icon to identify the status it is at.
Phases – Current, Future, Not yet submitted for approval, Pending approval, Approved, Rejected
Objects – Completed but not yet submitted for sign off, Not completed and not submitted for sign off, Completed but pending approval, Not completed and pending approval, Completed and approved, Not completed but approved, Completed but rejected, Not completed and rejected.
4.1 How do you configure this?
If Sign Off has been added to a phase, then you can view the View Sign Off statuses of phases by glancing at the left panel of the screen as soon as you navigate to a project.
Note: For this, the user requires to have added a Sign Off object to the phase.
If Sign Off has been added to an object, then you can view the Sign Off statuses of objects added by glancing at the left panel of the screen, as soon as you navigate to a project.
Note: For this, the user requires to have added a Sign Off to the object.
You can additionally view the completion status of objects immediately, when navigating to a project.
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 As Complete button available on the top toolbar.
4.2 How does this work?
The below table depicts the status indicators for the various project phases:
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. |
Additionally, the phase will be highlighted as per the sign off status:
Figure 4.2.1The current phase will be highlighted in a light blue colour and blue indicator. Essentially, the future phases will be denoted by the same indicator. However, these will not be highlighted.
The below table depicts the status indicators for objects:
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. |
The below table depicts the status indicators for the completion of objects: