BizDock R16 Release Note

Adding total row at the bottom of tables with summable numeric values

The tables containing some numeric values (like budgets, budget buckets, allocation days, timesheet hours, …) now contain a footer row with a total for the displayed data. The total is dynamically computed based on the filters applied to the table.

Planning / Resources: Add statuses on allocation requests

Allocation request (either for an org unit or an employee) now come with a status. This status can be:

  • DRAFT: default status when a request is created. Allocations in DRAFT status are not visible by the Org Unit manager.
  • PENDING: allocation requests are pending for approval by the Org Unit manager.
  • REFUSED: the Org Unit manager refused the allocation request
  • CONFIRMED: the Org Unit manager accepted the allocation request

The project manager can still confirm himself the allocation request. Therefore, the system keep trace of who and when an allocation request has been confirmed.

Roadmap / Capacity table: View month details by initiative in Org Unit tab

When displaying the details of an Org Unit for a month in the Roadmap capacity table, one can choose to display the details either by resources (ie employees) or by initiatives (ie projects). Charts are displayed accordingly.

Enhancements / features

The following enhancements/features are part of the release:

ID Description
116Financial, Resources and Timesheets: Add total row at the bottom of tables with summable numeric values
135Governance: Delete a milestone approval request
114Governance: Delete a milestone decision
93Planning / Resources: Add statuses on allocation requests
134Planning / Resources: Manage monthly allocation for generic requests
132Roadmap / Capacity table: View month details by initiative in Org Unit tab
120Dropdown lists: Enhance selectors for actors, org units, packages, …
113Table filters: Add a “Clear” action that reinitialize the table filters to the default view

Minor enhancements & Solved defects

The following Defect fixes (detected in previous version) are part of the release:

ID Description Severity
119Governance: Keep the comment when passing a milestone medium
127Governance: Make all tables in “Provide approval” and “Review milestone requests” filterable and sortableminor
124Governance: Manage line breaks in comments section minor
118Governance: Remove the parenthesis in the long display of a milestone minor
128Governance: Set default date to planned date when requesting a milestone minor
130Late milestones report: Add Org Unit column minor
133Reporting: Add configurable default format minor
131Roadmap / Capacity table: Automatic monthly allocation take into account configurable non working days medium
122Roadmap / Excel export: Format date without the hours medium
123Roadmap / Gantt view: Add link to the initiative in the Gant diagram minor
125Roadmap: New column “Manager's Org Unit” minor
129Roadmap: New columns “Next milestone” and “Next milestone date” minor
126Status reporting / Status registers: Increase size of the text area for the comments field medium
121Status reporting / Status registers: Minor adaptations minor