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Release Notes - PPM Express

In this article, you will find the list of all Release Notes for PPM Express. For an extended overview of the new features right after the release, please refer to the Extended Release Notes article. 


Release Notes 20.4 @June 18, 2024

New Features:

  • The ‘Primary Schedule’ section in the Project Settings was updated to support all connectors available in PPM Express. The section will now list only those schedules for which connection is established in the current project.
  • Rollup fields (such as Schedule Start Date, Schedule Due Date, Schedule Duration, Schedule Progress, %, Schedule Effort, Schedule Completed Work, Schedule Remaining Work) were added for each connector. 

Improvements:

  • Baseline variance fields were added to Key dates section at the Project, Program and Portfolio levels.
  • The Resource IDs property was added to API at the project level.
  • Project progress is now displayed as a percentage instead of a ratio for the following connectors: Planner, Smartsheet, Monday.com, Jira, Azure DevOps.

Fixes:

  • Fixed the issue where total values were not displayed in the Budget and Benefits sections. 

Release Notes 20.3 @June 11, 2024

New Features:

  • Added an option to upload a company logo and define a style type for the navigation panel.

Improvements:

  • Added support for elapsed duration to Project Publisher. The start and finish dates are now recalculated in PPM Express based on elapsed duration values when tasks are imported.
  • Baseline variance fields were added to PPM Express tasks.

Fixes:

  • Fixed the issue where tasks were not displayed in archived projects.
  • Added hints for linked entities on the Configure Connections pane.
  • Improved the confirmation message for archiving projects.
  • Fixed the issue where AD synchronization failed due to duplicate user emails.

Release Notes 20.2 @June 05, 2024

Improvements:

  • The list of configured reports is now accessible for Team Members in the PPM Express UI.

Fixes:

  • Fixed the issue where budget totals were pulled away from the main table in the Budget section. 

Release Notes 20.1 @May 29, 2024

New Features:

  • A new section, Deliverables,' was added to the Project Dashboard.

Improvements:

  • The ‘Regional Format’ setting was added to the ‘Global Settings’ section on the Tenant Settings page. It allows defining the date format to be displayed in the PPM Express user interface and when exported to CSV.

Fixes:

  • Fixed the link in the email received for daily and weekly summary notifications. 

Release Notes 20.0 @May 23, 2024

Improvements:

  • Work via API was added to the Resource Plan section for Projects, Programs, and Portfolios.

Fixes:

  • Fixed the issue where the Last Modified date was not updated if a status value was updated with the same one.
  • Fixed the issue where a ‘500 error’ was displayed when adding an idea to the Roadmaps page.

Release Notes 19.6 @May 7, 2024

Improvements:

  • Work via API was added to Programs and Portfolios.
  • A new setting, ‘Project Progress Calculation,’ was added to Tenant Settings. It enables the definition of the default Progress Calculation rule that will be pre-selected in the Project Settings in the % Progress Calculation for PPM Express Tasks section when creating a new project.

Fixes:

  • Resolved the issue of 'null' status values appearing in OData for tasks, programs, projects, and portfolios.
  • Fixed the issue with handling encoded URLs.
  • Fixed the issue when the ‘Proposed’ booking type was not displayed in the Resource Plan section and on the Resource Planning and Utilization page.
  • Fixed the issue with duplicated values in the multi-select field.
  • Fixed the issue when the ‘Cost Details’ view was available for Team Members and Users without Manage financial details permission on the Programs page.

Release Notes 19.5 @April 25, 2024

Improvements:

  • It is now possible to embed custom content on the Quick Start page via the ‘Extensions’ feature.
  • An option to ‘Show/Hide hierarchy’ was added for tasks with the highest hierarchy in Task Management, allowing users to quickly view or hide a hierarchy tree of tasks. When filters are applied, tasks with hierarchy are displayed as a flat list without sub-tasks being additionally duplicated.
  • A ‘Refresh’ icon was added next to the account name for the ‘Project for the Web’ connection to provide easier access to the option to refresh the connection account.
  • Hints were added to the main actions in the Task Management module.
  • The Schedule/Tasks project section was redesigned for Jira to become more flexible.

Fixes:

  • Fixed the issue with Jira sync failure in specific case.
  • Fixed the issue with resource grid behavior.

Release Notes 19.4 @April 17, 2024

Improvements: 

  • The Calendar settings page was redesigned. This page is available for all users and team members on the tenant level. The new 'My Work Week' section allows Resource Managers to specify personal work week settings for resource, and 'My Calendar Exceptions' section allows users and team members edit their calendar exceptions (holidays, days off).
  • Improved the technical performance of PPM Express Task Management.

Release Notes 19.3 @April 15, 2024

New Features:

  • A new section, 'Invoices,' was added to the Project Dashboard.

Improvements:

  • Jira Connection: It is now possible to select any Work Item type (default or custom) to be displayed in the 'Iterations' project section, similar to how it's implemented for Azure DevOps.
  • MS Planner Connection: An option to add a new Planner Plan to the existing group was added.
  • The invitation email sent when Azure AD Users Sync is enabled was improved.
  • When a project is imported from Project Desktop to PPM Express via the MPP (Project) Publisher add-on, the baseline fields from Project Desktop can now be imported to PPM Express baseline fields or custom fields.
  • 'Notes' from Project Desktop can now be mapped with any PPM Express text multiline field via the MPP (Project) Publisher addon.

Fixes:

  • Fixed the issue when a status description exported to a CSV file was considered as a formula.
  • Azure DevOps connection: Fixed the issue with an incorrect link displayed in the field of a hyperlink type when imported via field mapping.
  • Fixed the issue when the ‘Budget’ and ‘Benefits’ sections content had empty space in full-screen mode.

Release Notes 19.2 @April 10, 2024

Improvements:

  • The look and feel of actions for all entities and sub-entities was changed. The UI is now more user-friendly, displaying actions available for single items (accessible under the ellipsis button menu) and for multiple items.
  • The "Hide" button was removed from the PPM Insights page to eliminate the option to hide irrelevant activities from users.
  • An option to automatically activate all new users/team members added to Azure AD groups for User and Team Member licenses upon synchronization with Azure AD was added.
  • The settings in the ‘Azure Active Directory User Synchronization’ section were redesigned to facilitate the selection of settings for inviting and activating new users.

Fixes:

  • Fixed an issue where clicking the bubble on the Projects page did not open the filter for editing.

Release Notes 19.1 @April 3, 2024

Improvements: 

  • A restricted connection was added for Jira connection, allowing users who are not members of the Admin group to add a Jira connection to PPM Express. 

Release Notes 19.0 @March 27, 2024

New Features:

  • A new ‘Demand and Innovation Management’ plan is now available in PPM Express.
  • The Tenant Settings page now allows users to restrict sign-up and log-in options based on a specific authentication provider.

Fixes:

  • Generation of ‘AI Project Digest’ is now available only for users with Edit permission or Managers.

Release Notes 18.12 @March 14, 2024

New Features:

Improvements:

  • A new column ‘Tasks’ was added to Projects page. The column always displays the PPM Express Tasks icon and the icons of other connected systems linked to this project. Clicking on the icon opens the Tasks page for the selected system.

Release Notes 18.11 @March 07, 2024

Improvements:

  • A new field ‘Billing Code’ was added to the section ‘Resource Plan' and the page 'Resource Planning and Utilization' for tracking billing code associated with each resource and per entity.
  • A link to the Release Notes lebeled ‘What’s New’ was added under the ‘?’ menu in the top-left navigation menu.

Release Notes 18.10 @February 27, 2024

New Features:

  • A new section, 'Embedded Content', was added to Projects, Programs, Portfolios, and Business Challenges.

Improvements:

  • A quick 'Clear Filter' option is now available on all pages, providing users with a swift way to clear a filter when no results are found.
  • The 'Set Baseline' option is now accessible only to users with Edit permissions.
  • Sections unavailable in a specific Billing Plan will be highlighted in the 'Create/Edit View' panel.
  • When an idea is moved to another Challenge, the layout of the new challenge will be applied to the idea.
  • The project section 'Schedule' was renamed to 'Tasks' for new tenants. A 'View Tasks' button was added to the Project Dashboard header for extra quick navigation to the 'Tasks' page.
  • Buttons for navigating to the 'Tasks' page in the 'Tasks' project section are now highlighted in green.
  • The additional menu opened from the ellipsis button for PPM Express entities (Projects, Programs, Portfolios, Key Dates, etc.) was moved to the front and is now located next to the Name field.
  • The Lessons Learned section was updated with small changes. The 'Lessons Learned' multiline field was renamed to 'Description' (if the field was renamed, the custom name will be preserved). The 'Lesson Name' field and the ellipsis button with additional settings will be added next to it.

Fixes:

  • Resolved the issue where MS Planner Plans created using Loop could be imported to PPM Express with a failed sync. Synchronization of Plans created using Loop is not supported now.

Release Notes 18.9 @February 20, 2024

Improvements:

  • Added information about AI Features to the Quick Start page.
  • Improved UX behavior for working with a section header.

Release Notes 18.8 @February 15, 2024

New Features:

Fixes:

  • The section ‘Benefit’ was renamed to ‘Benefits’.

Release Notes 18.7 @February 6, 2024

Improvements:

  • The UI of the PPM Insights AI section now includes an extra 'Regenerate' button.
  • The 'New Field' button is now consistently fixed in all field mapping panels, making it easier to add new fields.

Release Notes 18.6 @January 29, 2024

New Features:

  • A new section, ‘Purchase Orders,’ was added to the Project Dashboard. 

Release Notes 18.5 @January 22, 2024

Improvements:

  • The ‘Replace Resource‘ option was added to the Resource Planning and Utilization page.

Release Notes 18.4 @January 15, 2024

New Features:

  • An option to generate a Project Digest via AI capabilities was added.

Improvements:

  • The ‘Default Permissions’ menu was enhanced, allowing the indication of a specific entity for access by new users and team members.
  • The token for Microsoft Planner will be now automatically renewed after its expiration. This improvement should allow for a longer connection period without the need to manually renew the token every 90 days.

Fixes:

  • Fixed the issue where it was not displayed on the Projects page when a project was added to a program or a portfolio. 

Release Notes 18.3 @January 04, 2024

Improvements: 

  • The Manage Objectives permission was enhanced on the People Management page allowing to show/hide the OKR module for users. This can be done using the Manage Objectives/Collaborate on Objectives/View Objectives permissions. 

Release Notes 18.2 @January 01, 2024

New Features:

  • A new section ‘Benefits’ was added to Projects, Programs, Portfolios, and Ideas to manage plans and assessment of expected positive outcomes from the implementation.

Improvements:

  • Bulk actions, such as Indent/Outdent, Link/Unlink, Assign to, Set progress, Move to group, and Clone, were added to the toolbar panel for PPM Express Tasks.

Fixes:

  • Fixed the issue where filtering didn’t work by tags in the Project list/timeline. 

Release Notes 18.1 @December 26, 2023

New Features:

  • Planning the allocation of resources is now available at the Project, Program, or Portfolio level. The planning level can be selected in the 'Resource Planning Level' setting added to the Tenant Settings page.
  • Work via API has been added to the Calendar Exceptions section for both Global and Resource Calendar settings.
  • The 'Task Field Mapping' option has been added to the interface of the MPP (Project) Publisher addon. When publishing your schedules from Project Desktop to PPM Express, you can now include task custom fields and their values along with the schedule.
  • Tasks from MPP files (Project Desktop app) can be now imported as PPM Express tasks using Project Publisher. 

Improvements:

  • The 'Outline' option has been added to the Tasks page for PPM Express tasks and all connector systems with a hierarchical structure of tasks. This option allows you to expand and collapse all levels of the hierarchy without expanding/collapsing each task individually.
  • OData for Roadmap items was extended to cover items connected with external systems.
  • The option to update the Project’s Start Date and Finish Date with the dates from the project summary task has been added to the MPP (Project) Publisher addon. 

Release Notes 18.0 @December 18, 2023

Improvements: 

Release Notes 17.8 @November 27, 2023

New Features: 

  • Added a new Project Management subscription plan (Monthly or Annual).

Release Notes 17.7 @November 21, 2023

Improvements:

  • The field 'Schedule Progress' is now transferred from a project to a roadmap bar.
  • The changes in logic were applied to the dates in the ‘Allocate’ and ‘Set Actual’ panes to provide a better user experience for allocating resources.

Fixes:

  • Fix for the case where the dates for Monday.com items were shifted when the tenant time zone was from -1 to -11.

Release Notes 17.6 @November 16, 2023

Improvements:

  • A new restricted Office 365 connection was added. This type of connection can be used for Azure Active Directory for User and Resource synchronization only.

Fixes:

  • The issue where subtasks were not moved to a group with their parent task is now fixed.
  • The issue where not all PPM Express tasks were moved when dragged and dropped is now fixed.

Release Notes 17.4 @October 25, 2023

Improvements:

  • Ideas were added to the Global Search.

Fixes:

  • Fixed the issue when the dates were not displayed correctly in the tenant when a Tenant timezone was set to +12:00.
  • Fixed the issue when the ‘Configure Connection’ button was displayed on the Configure Connections pane on the Program level in the Azure DevOps connection.

Release Notes 17.3 @October 19, 2023

Improvements:

  • The fields in the Roadmap Details section and for roadmap items were added to OData.
  • The system field ‘ID’ for projects, programs, portfolios, and ideas was added to MS Teams and Email notifications.

Fixes:

  • Fixed the issue where the warning ‘This field is required’ was incorrectly displayed for Text multiline fields.
  • Fixed the issue where a newly created field was not automatically added in a new line for Project Mapping in the Azure DevOps connection.
  • Fixed the issue when the field ‘Status’ was not displayed for roadmap items created a long time ago. 

Release Notes 17.2 @October 12, 2023

Improvements:

  • Bulk Delete action was added to the People Management page for users with the Status 'Pending Invite'.

Fixes:

  • Fix for the case when the Iteration field was not updated for a Jira issue if the issue was moved to another iteration.

Release Notes 17.1 @October 9, 2023

Improvements:

  • The button to navigate to the Tasks page was moved to the left in the Schedule section for a better experience.
  • Drag and drop for columns was added to the Bulk Edit option.

Fixes:

  • The 'Create Project Online connection' window was updated to address changes for establishing a connection with Project Online via OAuth type.
  • Fix for the case when the group progress was not displayed on the Timeline for tasks from MS Planner.

Release Notes 17.0 @October 2, 2023

Improvements: 

  • Auto calculation mode for Progress-related fields is now available for PPM Express tasks.

Release Notes 16.14 @September 18, 2023

Fixes:

  • The link to the connector system was added to a roadmap bar linked with a project.
  • The case when there was no option to select a license via the ‘Invite People’ functionality is now fixed.
  • The case when there was a ‘500 error’ on clicking ‘Send Invitation’ is now fixed.

Release Notes 16.13 @September 13, 2023

Fixes: 

  • A default view specified in permissions on the People Management page or via the Share option is now displayed as default until it is changed by a user manually. The changed view is then saved per user. 

Release Notes 16.12 @August 31, 2023

New Features:

  • An option to switch default authentication option from Email to Office 365 was added to Tenant Settings Page.

Improvements:

  • Access Settings were moved from the People Management page to the Tenant Settings page, Organization Authentication section. 

Release Notes 16.11 @August 28, 2023

Improvements:

  • The concept of Primary Schedule was added to PPM Express. Global Project Rollup Fields were added for PPM Express Tasks.
  • Executive Power BI Pack was extended with the following improvements: The field ‘Completed Story Points’ was added to ‘Project Tasks’ view of the ‘Project Details’ report; The value of Progress for PPM Express schedule was changed to display %; ‘Tasks Progress’ view of the ‘Project Details’ report was renamed to ‘PPM Express Schedule’ and redesigned to reflect the new calculation rules of 'Schedule Progress, % (PPM Express)' metric.

Release Notes 16.9 @August 22, 2023

Fixes:

  • Fixed the issue when Timeline was not fully expanded for the ‘Projects’ and ‘Programs & Projects’ sections.
  • The link for Webinars was replaced on the Quick Start page.

Release Notes 16.8 @August 21, 2023

Improvements: 

  • Progress Calculation Settings were updated, and they are now available on the Project Setting page (Project dashboard → ellipsis button → Project settings).
  • From now on, Project Progress is displayed in % instead of the number of tasks. 
  • Calculate automatically setting was moved to the Project Settings. 
  • Archived date field was added to the Archived Projects page. 

Fixes: 

  • Fix for the case when Number and Slider values were not displayed correctly in Bulk Edit.
  • Fix for the case when Key Dates were not filtered by type in the Import Items panel on Roadmaps Dashboard.

Release Notes 16.7 @August 15, 2023

Improvements:

Fixes:

  • Fixed the issue of incorrect behavior with drag and drop of PPMX tasks when sorting.

Release Notes 16.6 @August 3, 2023

Fixes:

  • The case when a predecessor task remained on the task pane after deletion is now fixed. 

Release Notes 16.5 @August 02, 2023

New Features:

Release Notes 16.4 @August 01, 2023

Improvements:

  • A new field “Completed Story Points” was added for tasks. Field values can be vertically rolled up for summary tasks and horizontally for non-summary tasks.

Fixes:

  • Resolved the issue where the focus shifted to another field when clicking on a predecessor task in the Edit task pane.
  • Fixed the problem where date filter fields were incorrectly marked as required for Key Dates on Import Items to Roadmap.
  • Fixed the issue ‘Something went wrong’ error was displayed for some resources in the Steering Committee section.

Release Notes 16.3 @July 25, 2023

New Features:

Fixes:

  • The issue when column width was not always saved per View is now fixed.
  • The issue with dragging and dropping roadmap items on the Roadmap timeline is now fixed.
  • Fixed the issue with the pre-filter 'Current Iteration' in a project connected with Azure DevOps, which was displaying incorrect values. 

Release Notes 16.2 @July 18, 2023

Improvements:

Fixes:

  • Fix for the case when Charge Rate was kept on replacing a resource when the 'Keep charge rate' option was disabled.
  • The issue when Azure AD synchronization failed in a specific case was fixed.
  • Fix for the case when no icons were displayed next to Jira and Azure DevOps elements in the Iterations section and External Items Mapping tab.
  • Fix for the case when the ‘500 error’ was displayed when linking a Jira parent issue that contained many child items with the PPM Express project.
  • Fix for the case when the ‘Add subtask’ and ‘Insert task above’ options were not working when filters were applied. 

Release Notes 16.1 @July 13, 2023

Improvements:

  • The States are now saved in all List Views. Any State (Filter, View, Sub-view, Sorting, etc.) is saved immediately after a user makes a change. The states are saved and applied when the user leaves and reopens the page, refreshes the page, logs out, and logs in again. 

Release Notes 16.0 @June 26, 2023

Improvements:

  • A new RAID + Registry report pack was added to the PPM Express Reporting page for download and configuration.
  • Summary tiles in the Schedule section were redesigned for better navigation and quick access to Tasks. The update was made for the PPM Express tasks page, Planner, Project Online, Monday.com, Smartsheet, and Project for the web.

Fixes:

  • The issue of tags being highlighted on hover has been resolved.
  • Fix for the case where the group counter on the Tasks page was not accurately calculated upon the deletion of a parent task.

Release Notes 15.10 @June 21, 2023

Improvements:

  • New read-only fields related to rolled-up values from PPM Express schedule, effort and progress were added to the Project Details section.

Fixes:

  • Fix for the case when all projects could not be unchecked after selection on ‘Import projects’ page.
  • Fix for the case when a project was not displayed as linked with PPM Express Time after connection. 

Release Notes 15.9 @June 19, 2023

Improvements:

  • The ‘File Integration’ option was added to Idea dashboard and allows adding a document link to an idea.
  • Azure DevOps connector: When clicking on the Iteration name on the Tasks page, the filter criteria for the Iteration has been updated to include both Iteration and Type ‘User Story’.

Fixes:

  • Fix for the case where tasks were not visible on the Timeline view after expanding a section to full screen.
  • Fix for the case where newly added key dates and iterations were not visible on the Timeline view after expanding a section to full screen.
  • The issue regarding incorrect behavior when outdenting tasks, has been resolved.
  • Fix for the case when a 500 error occurred on the ‘Import Resources’ option in a specific case. 

Release Notes 15.8 @June 13, 2023

Improvements:

  • The ability to delete a budget and recreate it from a template was added in the Budget section.
  • An option to create custom cost category types within an existing budget was added to the Budget section.

Fixes:

  • Fix for the issue when the color of a Lane or Group was not displayed in the corresponding drop-down menu.
  • The problem where the Create/Edit panel was cropped when expanding the section to full screen was fixed.
  • Fix for the case when a Start Date was displayed for a key date in a specific case on the Roadmap page. 

Release Notes 15.7 @June 08, 2023

Improvements:

Fixes:

  • Fix for the case when the ‘500 error’ occurred when replacing a resource in a cloned project.
  • Fix for the case when the filter icon was cropped on My Space and Workload pages. 

Release Notes 15.6 @June 01, 2023

Improvements:

Fixes:

  • Fix for the case when the ‘500 error’ occurred on deleting a custom field.

Release Notes 15.6 @May 25, 2023

Improvements: 

  • The UI of the Sign up and Log in pages was redesigned.
  • Jira Connection page was redesigned to support custom hierarchy levels of issue types.
  • The Default Layout can be edited from now on. 

Release Notes 15.4 @May 22, 2023

Improvements:

  • PPM Express sections can now be opened in full-screen mode.
  • The appearance of the multi-line fields was improved. It is now possible to open the field box and review full information instead of using the scroll option. 

Release Notes 15.3 @May 17, 2023

New Features:

Improvements:

Release Notes 15.1 @May 8, 2023

Fixes:

  • Fix for the case when the ‘500 error’ was displayed on creating a new Calendar Exception.
  • Fix for the case when the ‘500 error’ was displayed on creating a new Planner Plan when a token was expired.
  • Fix for the case when Jira synchronization has failed in a specific case.
  • Fix for the case when tooltips were not displayed fully on the Timeline view.

Release Notes 15.0 @April 24, 2023

New Features:

Improvements:

  • The design of tooltip hints was improved.

Fixes:

  • Fix for the case when a child iteration from Azure DevOps connection was not displayed properly in the Schedule section.
  • Fix for the case where it was not possible to reset a label on a roadmap item. 

Release Notes 14.9 @April 6, 2023

Improvements: 

Fixes: 

  • Fix for the case when the Reports table was empty for newly created tenants. 

Release Notes 14.8 @March 29, 2023

Improvements: 

Fixes:

  • Fix for the case when the was no error about an expired token displayed for a Smartsheet connector.
  • Fix for the case when Office 365 group that had no members was not displayed in the list of available groups. 

Release Notes 14.7 @March 22, 2023

New Features:

Improvements:

  • It is now possible to switch on synchronization with Azure AD without sending invites to users. The user invitations can be turned on separately and sent to all or selected users set in Azure AD groups.

Fixes:

  • Fix for the case when synchronization with Jira failed in a specific case.
  • Fix for the case when dependencies between items were not displayed properly via ‘Export to PNG’. 

Release Notes 14.6 @March 20, 2023

Improvements:

Fixes:

  • Fix for the case when the ‘500 error’ was displayed when a project was cloned with task dependencies.
  • Fix for the case when a manually set status was reset to the calculated one for key dates imported from the external system.
  • Fix for the case when some values were displayed as links for the WBS field.
  • Fix for the case when configuration was not saved for the Schedule section with tasks from Azure DevOps when a new view or layout was created.

Release Notes 14.5 @March 09, 2023

Improvements:

  • PPM ExpressProject Publisher: A notification about a new version was added to Microsoft Project to keep a user updated each time a new update of Project Publisher is released.
  • Project for the Web ‘Recourse’ type fields are now compatible with PPM Express ‘User’ fields, and 'User' type fields are compatible with PPM Express 'Resource' fields.
  • Dependencies between projects and roadmap items are now visible when a page is exported to PNG.

Fixes:

  • Fix for the case when it was not possible to change Tenant Time zone back to the initial time zone.
  • Fix for the case when Summary tiles were shifted to the left.
  • Fox for the case when synchronization with the Azure DevOps project failed when the item was deleted in Azure DevOps. 

Release Notes 14.4 @March 06, 2023

Improvements:

  • Project for the Web connection: Mapping of project-level fields is now configurable per connection.
  • Users from nested groups in Azure AD are now also available for synchronization with PPM Express users.
  • Key Result formulas were updated for Objectives. 

Fixes:

  • Project for the Web connection: Fix for the case when the Milestone flag remained for Summary Tasks if Duration was erased.
  • Fix for the case when a wrong confirmation popup was displayed if several resources were deleted from the project.
     

Release Notes 14.3 @March 01, 2023

Fixes:

  • Fix for the case when the ‘500 error’ was displayed on updating a task in a specific case.

Release Notes 14.2 @February 27, 2023

Improvements:

  • The actions for granting Microsoft 365 tenant Global Administrator consent and creating a new connection were separated for Project for the web.

Fixes:

  • Fix for the case when the error ‘Bad request’ appeared on changing the Idea stage.
  • My Space page: Empty grey box was removed for Action Items with no Status defined.
  • Fix for the case when external milestones were displayed as tasks on the My Space page.
  • Fix for the case when data in the Schedule section for projects linked with Azure DevOps were displayed only after a project sync operation.
  • Fix for the case when a project sync didn’t run properly for projects linked with Azure DevOps.
  • The case when the ‘Something went wrong’ error was displayed in the Schedule section when clicking the ‘Configure’ button. 

Release Notes 14.1 @February 20, 2023

New Features:

Fixes:

  • Fix for the case when field mapping for custom fields was reset to default when the connection was refreshed. The issue related to Project for the Web and Smartsheet connectors. 

Release Notes 14.0 @February 08, 2023

New Features:

Improvements:

  • PPM Express Project Publisher: Tasks marked as Inactive are now skipped from synchronization.
  • PPM Express Project Publisher: Hints for project names are now added to the project selection dropdown.
  • Items are now searched by Name, GUID or ID in the  ‘Import Items’ pane in Roadmap.

Fixes:

  • Fix for the case when it was not possible to add more than one resource to a project on Resource Planning and Utilization page.

Release Notes 13.3 @February 02, 2023

Improvements:

  • User Experience of the Bulk Edit feature was improved by adding separate buttons for Save and Close procedures.

Fixes:

  • Fix for the case when the old design for work with fields was displayed in Configure Fields pane in sub-entities.
  • Fix for the case when changes were not saved on items on the My Space page.

Release Notes 13.2 @January 26, 2023

New Features:

  • Settings for the roadmap tooltip configuration were added.

Improvements:

  • Change Requests appear now on the My Space page for users assigned to it as a Decider.

Fixes:

  • Validation of the required fields for tasks is now disabled if they are in read-only mode.
  • OOB fields were renamed to system fields.
  • Fix for the case when a ‘500 error’ appeared on cloning a task.  

Release Notes 13.1 @January 23, 2023

Improvements:

  • Configure Fields menu was redesigned for better field creation, management, and navigation.

Release Notes 13.0 @January 19, 2023

New Features:

  • A new environment of PPM Express ‘Middle East (Qatar)’ is now available during tenant registration. 

Release Notes 12.11 @January 16, 2023

Improvements:

  • The default fields 'Tags', 'Description', 'Project Stage' are now editable for Key Dates imported from Project Desktop tasks. The field ‘Project Stage’ on Key Dates is now editable for key dates imported from MS Planner and Project Online connections as well.

Fixes:

  • Fix for the case when a ‘500 error’ occurred on creating a Program from the Roadmap bar.
  • Fix for the case when the information was not updated on risks rolled up from program to portfolio level.

Release Notes 12.10 @January 12, 2023

New Features:

Release Notes 12.9 @January 5, 2023

Fixes:

  • Fix for the case when all projects linked to MPP files were unlinked when the data migration was running.
  • Fix for the case when it was not possible to set a tenant time zone in a specific case.
  • Fix for the case when OOB fields were not updated via CSF file for Key Dates.
  • Fix for the case when it was not possible to erase the values in a Hyperlink field.
  • The ‘Only mine’ filter was removed when navigating from a Project Dashboard to the PPM Insights page. 

Release Notes 12.8 @December 30, 2022

Improvements:

  • A new option was added to set a default layout for new ideas of a particular Business Challenge.
  • The expiration date for new API and Project Desktop tokens was set to 1 year by default.
  • Task Dependencies feature was enhanced: Lag is now set to 0d when a predecessor is added for a Task; existing Predecessors can be edited from the Predecessors tab; Lag is considered as a constraint and not an actual gap between a Task and its Predecessor, Lag can be updated only manually; if the gap between the Task and its Predecessor is bigger than the Lag, then on Predecessor reschedule Task will also be rescheduled and moved back according to the Lag.

Release Notes 12.7 @December 20, 2022

Improvements:

Fixes:

  • Fix for the case when the PPM Express app could not be added to the Microsoft Teams desktop.
  • Fix for the case when the slider values did not work correctly in the Strategic Alignment section.
  • Fix for the case when the type of a Hyperlink field was shown as text.

Release Notes 12.6 @December 14, 2022

Improvements:

  • Innovation Report pack was added to Reporting page and is now available from PPM Express for download and work. 

Fixes:

  • Fix for the case when the ‘Set Actual’ option was available in Resource Plan on Ideas Dashboard.
  • Fix for the case when the items menu was now shown fully for bars and key dates on a Roadmap dashboard page. 

Release Notes 12.5 @December 6, 2022

New Features: 

  • The ‘Change request’ option was added to the My Space page. Notifications are now sent to Requesters/Deciders/Users assigned when a new change request is created and then when its decision is changed.
  • Resource Workload report pack was added to PPM Express.

Improvements: 

  • The 'Type' field for key dates imported from external systems is now editable. 

Fixes: 

  • Fix for the case when the color for disabled sections changed on the left side navigation panel.

Release Notes 12.4 @November 24, 2022

Improvements:

  • The ‘Project Stage’ field was added to PPM Express Key Dates and Tasks.
  • Import of PPM Express tasks was added to the ‘Import Key Date’ menu on Project Dashboard. The option allows bringing internal PPM Express tasks to the Key Dates section similar to the tasks from external systems.
  • Custom Filters are now sorted in alphabetical order. Also, the filters are now visually separated as ‘Pre-filters’, ‘Default filters’, and ‘Custom filters’.
  • The work item values within the iteration became clickable, allowing to filter the information by the work item included in the iteration.

Fixes:

  • Fix for the case when a bar or a key date could not be created on a roadmap until its Status was edited.
  • The case when sorting was not working for the ‘Booking type’ field in the Resource Plan section is fixed. 
  • Fix for the case when a User with Manage configuration permission was not unable to show/hide fields in the Projects section on Program Dashboard.

Release Notes 12.3 @November 22, 2022

New Feature:

Release Notes 12.2 @November 15, 2022

Improvements:

  • A new field ‘ID’ was added to Portfolios, Programs, Projects, and Ideas. The field allows creating a short numeric identifier for the mentioned entities by providing ‘Prefix’, ‘Starting Number’, and ‘Suffix’ values.

Release Notes 12.1 @November 14, 2022

Improvements:

  • The 'Configure Columns' option was replaced with ‘Views’ in the Ideas section.
  • Duration is now displayed both in work and calendar days on the roadmap tooltip.
  • The feeds ‘Idea Priorities Alignment’ and ‘Idea Risks’ were added to OData.

Fixes:

  • Fix for the case when dates of PPM Express tasks could be updated by setting dependencies via CSV file.
  • File Integration and Work Together options were removed from the ‘Open Schedule’ menu on the Projects page. 

Release Notes 12.0 @November 9, 2022

New Features:

  • A new connection environment was added to PPM Express: Smartsheet.

Improvements:

  • Executive Power BI Pack was improved with the following features:         
    'Tasks Progress' view was added to the 'Project Details' report.                      
  • 'Change Requests' view was added to the 'Project Details' report.
  • Smartsheet task support was added.                      
  • The data model was improved to support the 'thin' Resource Workload report.
  • Advanced Power BI Pack was improved: Smartsheet tasks support was added.   

Release Notes 11.17 @November 1, 2022

New Features:

  • Soft Dependencies and different dependency types are now available in PPM Express native task management

Improvements:

  • It is now possible to open the PPM Insights page from the Project dashboard. The PPM Insights page opens displaying the information for the project you are working with (the corresponding filter is applied automatically). 
  • It is now possible to open the project tasks page from the Projects page directly. The option was added to ellipsis menu on Projects page.

Fixes:

  • 'Actual' filter was removed in Ideas. ‘All’ filter was made the default option.
  • Fix for the case when ‘Reset’ status icon was missing in specific case in Project Statuses.
     

 

Release Notes 11.16 @October 24, 2022

Improvements:

Release Notes 11.15 @October 6, 2022

Improvements:

  • The field ‘Progress’ was added to the tooltip on a roadmap item.
  • The look and feel of the main pages and the creation of new items were redesigned on each main page for better navigation.

Fixes:

  • Fix for the case when the ‘My Space’ page was loaded if an action item without status existed.

Release Notes 11.14 @September 28, 2022

Improvements:

  • The resource allocation process and navigation were improved. The 'Allocate Resource' panel was added to Resource Plan to quickly allocate resource(s) for project dates or any other certain time period

Release Notes 11.13 @September 21, 2022

Improvements:

  • New fields ‘Planned Resources’ (the number of planned resources in the resource plan) and ‘Committed Resources’ (the number of committed resources in the resource plan) were added to the Project Details section. Also, non-editable calculated fields ‘Planned Work’, Actual Work', ‘Estimated Cost’, Estimated Charge’ were added to the Project Details section to display them in the KPI section.
  • A new View ‘Resource Management’ was created for new tenants. It contains the sections: the KPI section (with pre-defined KPIs), Team Section, and the Resource Plan section. The same View can be also created by existing users to track Resource related KPIs with Project Team and Resources.
  • If a PPM Express task (marked as a milestone or not) has '0 days' duration and is specified in the "Predecessor' field of another task, the Start Date of the Successor task will now be on the same day as the Due Date of the Predecessor task. 

Fixes:

  • Azure DevOps connection - fix for the case when work items were not displayed in the Iteration section based on the rules set under the ‘External Items Mapping’ tab.

Release Notes 11.12 @September 15, 2022

Improvements:

  • The ‘Story Points’ field was added to the ‘Details’ Project Dashboard section. The 'Story Points' field is now synced when importing the project to the roadmap and when creating a project from the roadmap bar. 
  • The 'Benefit' project field is now synced with a roadmap ‘Estimated Benefit’ item field.
  • The icons related to the selected Time Type were added to the Resources page similar to the Planning and Utilization page.

Fixes:

  • The case when the ‘Delete ideas’ button was duplicated in the ‘Ideas’ section menu was fixed.
  • Fix for the case when the read-only value could be edited, but after saving results the old value remained. Read-only values are non-editable now.

Release Notes 11.11 @September 12, 2022

Improvements:

  • The field ‘Skills’ was added to the Resource Dashboard. It is now possible to add skills to your resources and then search resources by skills when assigning them to projects. 
  • Azure DevOps connections – The field ‘Parent Name’ was added to the field mapping. It allows bringing the name of the parent elements in addition to the Parent ID.
  • Monday.com connection – It is now possible to synchronize items marked as Milestones in Monday.com as milestones to the PPM Express Schedule section. In this case, a corresponding milestone will be created in the ‘Key Dates’ section of a Project.
  • Tasks and Roadmap Items - A focus is added to the new field when a new item is added to quickly enter the next task or roadmap item.

Fixes:

  • Fix for the case when import to CSV failed if more than one field with the same name existed.
  • Fix for the case with the DatePicker fields when it was not possible to enter the date manually (browser language - English\Canada).
  • OData - Fix for the case when the ‘Last modified’ and ‘Created date’ values were the same for all sub-entities.

Release Notes 11.10.2 @ September 5, 2022

New Features:

  • Import/Export of Ideas to/from .csv file option was added to PPM Express.
  • An option to define the “Non-project Work” for a resource was added on the Resource Dashboard page.
  • It is now possible to define the Max Units for Resources as >100% to allow planning of work on a resource level as a team.

Improvements:

  • The wording for the views and layouts option was changed, and the word ‘Layout’ was added when the layout is selected in the ‘Default’ drop-down.
  • The tabs on the Configure Connection pane were renamed to Project Progress, External Items Mapping, and Project Mapping (for Monday.com, Jira, and Azure DevOps connections). 
  • The values in the fields (both OOB and custom fields in Ideas and Projects) are now copied over when a project is created from an idea if the corresponding fields are completely matched by type and name.
  • Monday.com connection - Default mapping of fields for tasks and sub-tasks was improved to allow bringing more details from the Monday.com project to PPM Express.

Release Notes 11.9 @ August 31, 2022

Improvements:

  • It is now possible to select any Work Item type (default or custom) to be displayed in the Azure DevOps Iterations project section. 
  • The following fields were added to the Iterations project section for Jira and Azure DevOps: Effort, Effort Progress, Story Points, Story Points Progress. 
  • It is now possible to open the Azure DevOps task page from the Iterations project section filtering it by Iteration. 

Release Notes 11.8 @August 28, 2022

Fixes:

  • The Warnings are now shown/hidden right after changing the attributes on a Project Details page

Release Notes 11.7 @August 22, 2022

Improvements:

  • The changes were applied to PPM Express icons 
  • Monday.com connection -  'Timeline (Start)' and 'Timeline (Finish)' fields were added in PPM Express tasks to allow mapping of Timeline field from Monday.com 
  • The ability to quickly enter new PPM Express tasks and roadmap items was added.
  • Azure DevOps connection - It is now possible to quickly navigate from Iteration section to Schedule section to display the work items filtered by this iteration

Fixes:

  • Fix for the case when a field of the 'Hyperlink' type was not clickable for read-only access

Release Notes 11.6 @August 16, 2022

Improvements: 

  • Azure DevOps connection - The fields 'Iteration' and 'Area Path' are now clickable in Schedule section. A custom filter is created to filter work items per selected Iteration or Area Path. 
  • Active state of Project Filter is now kept separate per page. 

Fixes:

  • Fix for the case when not all resources were displayed in the list on Resource Planning and Utilization page 
  • Fix for the case when a user was not able to add more than 14 items in Backlog group

Release Notes 11.5 @ August 15, 2022

Improvements:

  • 'Availability' was added to the Time Type list of the Resource Plan section. If the 'Availability' toggle is on for the Time Type, you can easily review the resource availability as well as planned/actual hours, and capacity. 

Release Notes 11.4 @ August 9, 2022

Improvements:

  • Azure DevOps connection: The logic of how the State of Sprints was displayed in the Iteration section was changed. Now all States are displayed based on the time period.
  • Jira connection: The errors displayed when failing to connect to Jira were improved.

Release Notes 11.3 @ August 3, 2022

New Features:

  • The 'KPI' section was added to Project Dashboard Page.

Improvements:

  • An ability to calculate Project Progress by Story Points and Effort was added to the Azure DevOps connection.
  • The way how groups and group counters are displayed based on filter results was improved for the My Assignments and My Space pages.
  • The 'Results not found' message was added to all pages and sections in case the filter was applied and there are no results to show.

Fixes:

  • Fix for the case when incorrect metrics were displayed in the Iteration section in a project linked with Azure DevOps.

Release Notes 11.2 July 27, 2022

New Features: 

  • New functionality was added to the Monday.com connection: 
  1. A PPM Express program can be now linked to Monday.com. 
  2. Projects can be now imported from Monday.com to PPM Express. 
  3. Resources can be now imported from Monday.com to PPM Express. 
  • An ability to quickly view resource assignments for a certain period of time from the Resource Plan project section was added. 

Release Notes 11.1 July 20, 2022

New features:

  • A new connection environment was added to PPM Express: Monday.com.

Release Notes 11.0 July 18, 2022

New features:

  • An 'Email' option was added to the sign-up and log-in page. A new 'Email' option will allow users to sign up for the PPM Express application and create a PPM Express tenant using an email provider account (besides Office 365 and Google). 

Fixes:

  • The case when a Start Date was set for tasks regardless of predecessor dates being deleted was fixed.
  • The case when no Due Date was set for tasks when a Start Date and Duration were provided on the dependent task was fixed.
  • Fix for the case when a value could be populated for items via bulk edit option with read-only access but could not be saved.
  • Fix for the case when a status value could be populated via bulk edit option but auto-calculation was enabled for the entity.
  • Fix for the case when a field of Resource type was not updated after changing it.

Release Notes 10.30 @ July 11, 2022

Improvements:

  • The Roadmap dashboard was redesigned for easier navigation. Layouts and views were added to this page. The Roadmap dashboard consists of one page now but has three default views: Roadmaps, Roadmaps with KPI, and Details. 

Release Notes 10.29 @ July 6, 2022

Improvements:

  • The ‘Number of roadmap items’ field was renamed to ‘Count of roadmap items’. Also, the default fields in the KPI section were set to the following: Estimated Effort, Estimated Cost, Estimated Benefit, and Story Points.

Release Notes 10.28 @ July 4, 2022

New Features: 

Release Notes 10.26 @ June 23, 2022

New Features:

Improvements:

  • The 'User email notifications' option was added to the Tenant setting, Notifications section. This option allows disabling email user notifications (when the user is assigned to PPM Express items) on the tenant level for all users at once. 

Release Notes 10.25 @ June 16, 2022

New Features:

  • The 'KPI' section was added to Roadmaps Page.

Improvements:

  • The list of items in Configure Connection menu is now displayed in alphabetical order no matter if the item is already linked or not. The issue was related to Office 365, Project Online, and Jira connections.
  • ‘Cost Details’ and ‘Work Details’ graphs were replaced with visual KPIs on the Card View of Portfolios, Programs, and Projects.

Release Notes 10.24 @ June 7, 2022

Improvements:

  • The ‘Import Resources’ page was redesigned for easier navigation.
  • The semicolon-delimited format is now supported in the import to CSV file option.

Fixes:

  • The case when sorting by layout column did not work in Projects and Resources was fixed.
  • Fix for the case when ‘500 error’ appeared on changing Idea stage to Proposed.

Release Notes 10.23 @ June 6, 2022

Improvements:

  • The option to show/hide the navigation panel with the list of the sections included in PPM Express dashboards was added. The panel will be opened by default to keep a current user experience. The state of the panel (opened/ closed) will be remembered per entity type and per user.

Release Notes 10.22 @ May 31, 2022

Improvements: 

  • The design for layouts and views was changed for easier navigation. The menus for managing layouts and views are now separated. The functionality of views and layouts as well as the permission rules were not changed. Also, the layouts you already have were preserved.

Release Notes 10.21 @ May 25, 2022

Improvements: 

Fixes: 

  • Fix for the case when it was not possible to create a filter for Ideas. 
  • Fix for the case when a warning was not shown for the Roadmap popup. 
  • Fix for the case when Project/Portfolio reports were not opened due to many entities (over 1000) included in the report.

Release Notes 10.20 @ May 23, 2022

New Features:

  • It is now possible to create PPM Express items from the Roadmap bars (Projects, Programs, Tasks, Objectives, Ideas, etc.) and key dates (Key date, Milestone, Release).

Improvements:

  • Operations for work with Business Challenges were added to public API.
  • The sync of the 'Tags' (for Azure DevOps, Jira and Planner connections) and ‘Description’ (for Azure DevOps, Jira connections) fields was added for key dates based on the mapping of the tasks. The fields 'Tags' and ‘Description’ will also be copied over to the key dates created from tasks in PPM Express (marked with a flag ‘Is Milestone’).

Fixes:

  • Fix for the case when the action panel of a roadmap item was not opened if the hint was shown on it.

Release Notes 10.19 @ May 17, 2022

Improvements:

  • The following roll-up fields were added to the Roadmaps (Details section): Estimated Effort, Estimated Cost, Estimated Benefit, Story Points, and Number of Roadmap Items. The fields are calculated based on the roadmap items visible on the Timeline only (or in the Planned group of the List View).

Fixes:

  • Fix for the case when the ellipsis menu was displayed next to totals in the Resource Plan section in Projects and Ideas.
  • The issue with incorrect filters in the Resource Utilization section was fixed.

Release Notes 10.18 @ May 12, 2022

Fixes: 

  • Fix for the case when the Key Date status was set each time to 'N\A' after update with auto calculation of key dates statuses disabled. This applied to all tenants created before the date 05/12/2019.

Release Notes 10.17 @ May 4, 2022

Improvements:

  • The logic of saving the last selection choice of how the information is displayed on the Roadmap Dashboard page changed.  
  • 'Website' field was made not obligatory on the registration page.

Fixes:

  • Fix for the case when a baseline duration was not set for the Successor task in the Schedule section.

Release Notes 10.16 @ April 27, 2022

New Features:

  • The option to set a baseline for internal PPM Express tasks is now available. It allows taking a snapshot of your schedule that includes information about the Start Date, Due Date, Duration, Effort, and Original Estimate.

Improvements:

  • The list of PPM Express entities in the 'Select' field in the MS Teams app is now displayed in alphabetical order.
  • The ‘Plan’ menu on the Resource Dashboard was renamed to Resource Planning and Utilization.
  • It is now possible to group data by projects on Resource Planning and Utilization page.
  • ‘Hours View’ is now set as default in all pages and sections related to the Resource Management.
  • Standard views (Hours, Percent, FTE, Chart) were added to the Resource page.
  • A warning was added to the Resource Plan if a resource is allocated outside of the project dates.
  • ‘Uncommit’ option was added to committed resources.
  • ‘Total Planned’ and ‘Total Actual’ columns were added to all pages and sections related to the Resource Management.
  • The calculated total fields such as ‘Estimated Cost’, ‘Estimated Revenue’, etc. were added to all pages and sections related to the Resource Management.

Fixes:

  • Power BI reports – Fix for the case when the "Action Items" OData feed was broken.
  • Fix for the case when a new project could not be created due to an invalid value in the ‘Project Score’ field.

Release Notes 10.15 @ April 20, 2022

New Features:

  • The 'Shift Allcoation' option is now available. This option allows moving the hours planned for a resource(s) if the resource starts working on the project earlier or later than planned initially. 
  • The design of the 'Configure Connection' screen was changed for easier navigation on the Projects / Programs Dashboard Page.

Improvements: 

  • Executive Power BI Pack was improved with the following features:
    'Sponsor' field was added to the 'Project Details' report.
    'Prioritization' view was added to the 'Project Details' report.
    'Action Items' view was added to the 'Portfolio Details' report.
    'Action Items' view was added to the 'Program Details' report.
    Fix for 'Portfolio Details' page, 'Portfolio Programs' view.

Fixes:

  • Fix for the case when import from Azure DevOps failed.

Release Notes 10.14 @ April 11, 2022

New Features:

  • Capacity and Actual Hours were added to the Resource Plan. It is now possible to review Capacity and set the Actual hours for Resources in addition to the Planned hours. 

Improvements:

  • The icons for MS Planner and Project Online were updated.
  • MS Teams app – the ‘Select’ field was improved to allow an easier search of PPM Express entities.
  • Quick Start page – a confirmation pop-up after clicking the button ‘Use demonstration data’ was added.
  • ‘Action Items’ feed was added to Portfolio and Programs in OData.

Fixes:

  • Fix for the case when members and owners were not synced to the Office 365 group after the first sync.
  • Fix for the case when there was a blank page on the ‘Configure Connection’ menu if a user was removed from Azure DevOps.

Release Notes 10.13 @ April 5, 2022

New Features: 

  • A Quick Start page was added to PPM Express to provide a better onboarding experience for our new users and the main features and navigation links for our existing users. It provides a brief walkthrough of the videos, help guides, and links related to your PPM Express plan. 

Release Notes 10.12 @ March 31, 2022

Improvements:

  • The icon was updated on the ‘Export to PNG’ action.
  • ‘Remove’ button was renamed to ‘Delete’ on deleting all sub-entities.
  • Team Members can now edit the progress of the tasks assigned to them in internal PPM Express tasks.
  • A new version of the PPM Express Executives Report Pack is now available for download (2.2022.04.01).

Release Notes 10.11 @ March 30, 2022

Fixes:

  • Fix for the case when an incorrect date was displayed in projects connected to Azure DevOps if time was specified in the “PM” time zone in Azure DevOps.

Release Notes 10.10 @ March 28, 2022

New Features:

  • Billing Settings page was redesigned and the subscription plans were changed. PPM Express Professional plan was renamed to PPM Express Portfolio to better indicate positioning on project portfolio management. A new PPM Express Product Management plan was added.

Improvements:

  • The icons of external systems are now displayed on the Roadmaps Import page to quickly view the original system of the items during import to the Roadmap.
  • The first page of Projects Import was redesigned. On this page, you can select the connection and review the list of available connections added before.
  • Create Connection windows were redesigned.
  • It is now possible to open a roadmap item for edit by double-clicking on the required one.
  • An ability to delete dependencies between roadmap items directly from the timeline was added. For this, you need to click on any arrow that outlines a dependency and use the Bin icon on it. Also, if you select an item on the roadmap or several ones using the Ctrl button, their Dependencies are now highlighted for a better view.

Fixes:

  • Fix for the case when sorting did not work correctly for the Key Dates

Release Notes 10.9 @ March 17, 2022

New Features:

  • People Management page was redesigned. The Regular license type was renamed to User License.
  • It is now possible to create a default set of permissions for new users on the People Management page. When the new users join PPM Express, the created default set of permissions will be applied to such users according to their license type. 
  • Bulk edit of user permissions for the existing users was added. It is now possible to set the required permissions for a number of users at once.

Improvements:

  • Resource Plan section is now available for all users with edit/view permission for the project in the 'View only' mode. Only users with the 'Manage Resources' permission and permission to edit the project in question will be able to edit it. 
  • The left navigation menu is now opened by default. Its state is now remembered per user.
  • Color changes were made to the black menu to make it more visible for color blinded people.

Fixes:

  • Azure DevOps connection - Fix for the case when a date was set for the next day if the date was set in PM in the external system.
  • Fix for the case when Office 365 and Planner sync was failed.

Release Notes 10.8 @ March 10, 2022

Improvements:

  • A new field 'Hyperlink' was added to all PPM Express entities. This field allows adding a link to any external system and navigating to it.
  • The field 'Assigned To' for Risks and Issues became a multi-choice field. You can now add more than one assignee to the Risks and Issues across PPM Express. 
  • The 'Description' field was added to the columns displayed on the 'My Space' page.
  • The following reports were added to the PPM Express Executive Report Pack: 'Ideas Registry', 'Resource Stats Details', 'Project Risks Analysis', 'Program Risks Details', 'Project Risks Analysis', 'Program Details', 'Program Financials'.  
    Also, the 'Tasks' and 'Action Items' views were added to the 'Project Details' report.

Fixes:

  • Fix for the case when sorting was not working in the Projects Sync Status view.
  • "Cost" and "Impact" fields in the Risks section are marked not required as before. This applies to the Risks section in Portfolios, Programs, and Projects. 

Release Notes 10.7 @ February 22, 2022

Improvements:

  • The Start date for Roadmap Key dates was removed. 
  • The 'Show link' option was added to the Style menu of the Roadmap timeline. It allows to add an indicator to the Roadmap timeline and show if the items were manually created or imported.
  • It is now possible to update items imported to the Roadmap in a bulk.
  • An action to create dependencies was added to the Roadmap timeline bar directly. 

Fixes:

  • Fix for updating the task if it is opened from the My Space page.

Release Notes 10.6 @ February 17, 2022

New features:

  • It is now possible to link your PPM Express programs to a project from an external system (Project Online, Jira, Azure DevOps, Planner). Connection on the Program level can be used for quick navigation to the external system project. No data will be synchronized to the PPM Express program.
  • Support of webhooks was added for operations related to creating, updating, and deleting projects, ideas, tasks, and key dates. 

Improvements:

  • Tooltips were added to the fields related to the WSJF Prioritization model of the Roadmaps. 
  • “Prioritization” was added to titles of all prioritization views in Roadmaps Table View.
  • The “Apply” button was hidden for users that have “View” permission for the Roadmaps. 
  • The limit of custom-created fields was increased from 100 to 200.
  • The width of the Key Result selection panel in the OKR section was increased for better visibility.

Fixes:

  • Navigation was disabled in the ‘Import’ Roadmaps panel for displayed items.

Release Notes 10.5 @ February 10, 2022

New Features:

  • Export/Import to CSV file option was improved for all entities. When exporting PPM Express items to the CSV file and editing them, these changes will be applied to items on importing the information from the CSV file back to PPM Express.
  • Roadmaps can now be added to MS Teams channels if the PPM Express app was installed for MS Teams.
  • Warnings were added to the Roadmap dashboard. If there are any items imported to the Roadmap dashboard and their start/due dates, progress, and/or status was changed (differs from the original item) a warning will be shown for such items both on the timeline and table view of the Roadmap dashboard.

Improvements:

  • The “Sponsor” field now supports multi-choice values.
  • Import/ Export of tasks with predecessors is now supported.
  • Confirmation windows were improved to display more details on the deletion of the main PPM Express entities (Portfolios, Projects, etc.)
  • The view of the Roadmap actions for items was redesigned on the timeline.

Fixes:

  • The screen with “401 error” is now skipped on session expiration.

Release Notes 10.4 @ January 19, 2022

New Features:

  • It is now possible to establish Dependencies between roadmaps items and visually display them on the Roadmap Timeline.
  • A roadmap item can now be moved between the Lanes only vertically and preserving item dates by holding Shift and selecting the roadmap item.  
  • Progress value is now transferred from a source element when an item is imported to a roadmap. This applies to key dates, tasks, and objectives.
  • Status value is now transferred from a source element when an item is imported to a roadmap. This applies to programs, projects, tasks, key dates, and objectives. An option ‘Show Status’ was added to the ‘Style’ menu that allows to color roadmap items with the color of the Status.

Improvements:

  • ‘Story Points’ field was added to the roadmap items.
  • Design changes were applied to warnings related to inconsistencies of dates, progress, and status in the Edit Panel of a roadmap item.

Fixes:

  • ‘0’ value is now set by default for the required native fields. This applies to such fields as Budget (portfolios, programs, projects, ideas), Impact (risks), Cost (risks), Progress, Start Value, Target Value, Current Value (objectives).
  • Fix for the case when ‘500 error’ appeared on creating an External type of Dependency in Projects.
  • Fix for the case when the "401" error page was displayed when a not authorized user opened a Task from the “Request Update” email.

Release Notes 10.3 @ January 13, 2022

New Features: 

Improvements:

  • Roadmaps – An option “Show Today” was added under the “Style” menu and allows to hide the "today" marker on the roadmap timeline view.

Fixes:

  • The validation message for a 255 character limit in multiline text fields was removed.
  • PPM Express Time connector – Fix for the case when a project could not be created if a user with a “Pending Invite" status was set as a manager.

Release Notes 10.2 @January 6, 2022 

Fixes:

  • Task Management - Fix for the case when an error appeared on the task when editing it.
  • Task Management – Fix for the case when an error appeared on adding a predecessor on the task.
  • Azure DevOps connection – Fix for the synchronization error in case a project status was added to mapping and auto calculation of project statuses was enabled.

Release Notes 10.1 @December 23, 2021

Improvements:

  • Roadmaps - “Clear” button was removed from the Import page and replaced with the “Clear Filter” icon which makes the work with filters easier. 

Fixes:

  • Fix for the case when navigation to Power BI report for specific project\portfolio\resource provided a report result without data. 
  •  

Release Notes 10.0.3 @ December 21, 2021

Improvements:

  • A new design was applied for Arrows that display dependencies between Tasks, Projects, etc. It applies to the visualization of dependencies in all Timeline Views. 

Fixes:

  • Fix for the case when Planner tasks were not grouped by Buckets.
  • Fix for the case when an option to create a Roadmap was available for Team Member user.
  • Fix for the case when the Priority field did not arrive when importing items from Azure DevOps and Jira connections.
  • The case when a user with Edit permission to the project could not add the project in the resource utilization section was fixed.

Release Notes 10.0.2 @ December 16, 2021

New Features:

  • Public API – PPM Express exposes REST API that allows integrating PPM Express with third-party applications.
  • It is now possible to export PPM Express entities to PNG files and use them for reporting purposes or add them to your presentations.
  • Roadmaps – 'Style' menu is added to PPM Express Roadmap. You can now configure the style of the Roadmap bars, e.g. make the bars larger, show or hide Dates and/or Progress from the bars.

Improvements:

  • A tooltip is added to the "Expected Hours" field in Calendar Exceptions.

Fixes:

  • Fix for the case when Key Dates icon frame color in Timeline did not correspond Key Date actual status.
  • Fix for the case when inactive users were listed in the “Share” option in Roadmaps.
  • Fix for the case when Start Date was disabled in Tasks after Predecessor was deleted.

Release Notes 9.5 @ December 9, 2021

Improvements

  • Time Project Section – The link was disabled for resources that do not exist in PPM Express but were added to the Time project section (synchronized from PPM Express Time). 
  • Project Tasks - The Duration field was added to Tasks to simplify a task planning process.
  • Key Dates imported via the “Import Key Date” option from external systems from now will not be deleted from PPM Express after data synchronization if this key date was deleted or cannot be found in an external system (Jira, Azure DevOps, Planner only). 

Release Notes @ 9.4 November 30, 2021

Improvements

  • Roadmaps – “Manage Groups” menu was renamed to “Manage Lanes”.

Fixes

  • The case when the default group could be deleted was fixed.

Release Notes 9.3 @ November 25, 2021

Improvements:

  • Portfolios are now displayed for Projects added to a Portfolio via a related Program. This relates to Portfolio views, Insights Page, Portfolio Dashboard Page.
  • Time project section – Aggregated Mode is added to the “Time” section in PPM Express to display hours for all projects connected to the PPM Express project from the PPM Express Time side.

Fixes:

  • Roadmaps – The appearance of the filter results on the 'Import items to Roadmap' page was improved.

Release Notes 9.2.1 @ November 22, 2021

Improvements:

  • The Report Settings page was redesigned to include the list of all main report packs for download from PPM Express directly. Also, you can add custom reports to PPM Express and make all reports accessible from PPM Express pages (Projects, Portfolio, Programs, Resources, Objectives, and Challenges). 

Release Notes 9.1 @ November 11, 2021

Improvements:

  • 'Days of week' section was added to calendar exceptions. Both tenant-wide and resource calendar exceptions were updated with a new 'Days of week' section. When you create an exception and provide the start and finish dates, you can also specify the days of the week for which this exception should be applied. Thus, you can exclude the days of the week that should have regular hours or apply another exception for these days.
  • Quarter granulation is now displayed by default for all newly created Roadmaps.
  • Date validation is added to the Roadmaps Import page to avoid cases when the user chooses the finish date earlier than the start.

Fixes:

  • Fix for the case when on the attempt to create a new calendar exception, details field of the previously deleted exception was pre-filled. 

Release Notes 9.0 @ November 4, 2021

New Features:

  • Roadmaps module was added to PPM Express to visualize your company and team strategies, plans and communicate major steps and milestones. The Roadmaps module option is currently available as a Preview for customers on PPM Express Professional and Professional Enterprise plans.

Improvements:

  • Task Management - When importing tasks via CSV file between projects, the group color will be preserved for imported groups that do not exist in the target project. Previously the group color was changed to the default one.
  • The scroll option was added to the Tags field to review all available tags at once.
  • The Roadmaps permission section was added to People Management to assign permissions to view, edit and create roadmaps. User Settings page was redesigned for easier navigation.
  • The items can now be deleted from the Edit Item Page directly using the red bin button. For Risks, Issues, and Iterations imported from external systems, this option is not available as they are deleted from the external systems.

Release Notes 8.6 @ October 18, 2021

New Features:

  • PPM Express Time connection is now easily configurable directly from the PPM Express Configure Connections window.

Improvements:

  • A full-text description is now displayed when hovering over the 'Description' field in all Timeline views.
  • When a user is deactivated a license is now automatically set as “Not Applied” and becomes available for further assignments. A deactivated user is also removed from the “Share” functionality and is not displayed in the list of users.

Fixes:

  • Fix for the case when Configure Columns menu was disabled on the PPM Insights Page for Regular users with PPM Insights and Manage Configuration permissions.
  • Fix for the case when the Timescale or Timeframe on the Programs Timeline view was not saved upon changing.
  • Fix for the case when a "Failed to save view" error was displayed on the List views when the column width was changed by double-clicking on the column border.
  • Bulk Edit for Programs is now active for users with corresponding permissions.

Release Notes 8.5 @ September 28, 2021

Fixes: 

  • Fix for the case when old items were not recalculated on the 'My Space' page. 
  • A warning was added to Dependencies as for deleted entities. 
  • Fix for the case when question marks appeared instead of icons with Google translate enabled in Google Chrome.

A log-out option was added to the 'No access' page. 

Release Notes 8.4 @ September 15, 2021

New Features:

  • PPM Express Programs can now be added to the required Teams channels and managed from the Teams app directly. 

Improvements: 

  • A tooltip was added for the “Relation” field of the Dependencies Project section to make it more clear how relation types correlate with dependencies.
  • All new users will now be assigned the Core plan by default when they sign up for the PPM Express application for the first time. To switch to the Professional plan with different integration scenarios, it is required to just click the 'Request PPM Express Professional Trial' button in the PPM Express application directly. 
  • A counter was added for all trial licenses notifying users about the last 14 days left until the end of the trial period. 

Fixes:

  • Sorting by Program was fixed for Project Table and Timeline views.
  • Fix for the case when Access Denied error was displayed on the attempt to clone the project.
  • Global Search by Program was fixed.
  • Fix for the case when the Resources menu was cropped in the Global search.
  • Fix for the case when a column width was reset on selecting an item on Table views of all sub-entities.
  • Project Section “Dependencies” – “This field is required” is now displayed for the “Dependency” field if the value was not selected in the drop-down.
  • Fix for the case when "Failed to save current view state" error was shown on changing columns width on Portfolios, Projects, Programs, Resources Table, and Timeline /Resources Utilization views.
  • The case when Last modified and Created dates were the same in OData was fixed.

Release Notes 8.3.1 @ August 31, 2021

New Features: 

  • A new section “Dependencies” is added to the Projects dashboard. Using this section, as a Project Manager, you can specify and manage both internal and external activities that relate to your project.

Improvements:

  • Edit Key Dates - The wording was changed for key dates created from tasks and rolled up from child key dates to make it more transparent. 

Fixes:

  • Fix for the case when the "Program Statuses" section was collapsed/expanded with the "Project Statuses" section on the Insights Settings page.
  • The case when no view permissions were applied for users invited under the “Not Applied” license type was fixed.
  • Fix for the case when “Collaborate All” permission was disabled when the user was switched from Regular to Team Member license.  
  • Fix for the case when a key date that was created from an internal task was duplicated.
  • Sorting in Programs & Projects Section was fixed. 
  • Fix for the case when a project connected with Jira could not be unlinked in PPM Express if a project was deleted in Jira.

Release Notes 8.2.2 @ August 20, 2021

Fixes: 

  • Fix for the case when data in custom field “Program” was not displayed after "Programs" launch.

Release Notes 8.2.1 @ August 19, 2021

Improvements: 

  • A new option to deactivate resources was added to PPM Express. It’s now possible to make a resource inactive and hide it from all ongoing activities where resources are involved. Only active resources can be assigned for tasks, key dates, risks, issues, etc. Inactive resources do not appear in the list of available resources when assigning them.
  • The timeline view of PPM Express tasks was optimized to allow loading of projects with a big number of tasks. Drag and drop option becomes disabled for the timeline view on the project tasks page if there are more than 100 tasks.

Release Notes 8.1 @ August 12, 2021

New Features:

  • A new option ‘Report My Time’ was added to “Tasks” and “My Space”. This option allows users to report their time spent on PPM Express tasks during the current day to PPM Express Time. 
  • A new Resource Management Power BI report pack was added to PPM Express.

Improvements:

  • The user invitation process was updated to make sure that users are aware under which login email they are joining a PPM Express tenant when accepting the invitation. 
  • Project filter is now added to the Resource Utilization page (as well as to the Utilization Resource dashboard section). It allows filtering projects to review the information for active projects only and hide the inactive ones, etc. 

Fixes: 

  • Fix for the case when Start and Due dates of Successor Task were not updated in My Space when the Due Date of Predecessor Task was changed. 
  • Programs – fix for the case when a user with a Team Member license could create a Program.
  • Programs – Programs can now be added from the Resources Page. 
  • Programs – when a Portfolio that contains Programs and Projects is deleted a warning is now displayed to remove the sub-entities first.

Release Notes 8.0 @ August 5, 2021

New Features: 

  • A new module: Programs is now available in PPM Express. You can now organize a group of Projects to Programs to manage them in a coordinated way and add your Projects and Programs to Portfolios or just keep them separately from Portfolios for easy coordination.

Release Notes 7.8 @ July 22, 2021

Improvements:

  • Onboarding videos on how to configure connections are now added to the 'Configure Connection' menu of each external system (Azure DevOps, Jira, MS Planner, Project Online, Office 365 Group). 
  • Task Management – default descriptions are added to native task fields.

Fixes: 

  • Task Management – the case when status could be selected but not saved when task statuses calculation settings are disabled is now fixed.

Release Notes 7.7 @ July 14, 2021

New Features: 

Improvements:

  • Power BI reports - 'Action Items' report can be sorted by clicking on the columns header. Added support for Web App action items default sorting order.

Release Notes 7.6 @ July 8, 2021

New Features: 

  • A new section ‘Workload’ is added to the Resource dashboard.  As a Project or Resource Manager, you can review all assignments for the selected resource across PPM Express and plan the Resource workload accordingly.  

Fixes: 

  • Fix for the case when login of invited Office 365 user failed on an attempt to login via another Office 365 organization.

Release Notes 7.5.2 @ July 5, 2021

New Features: 

Fixes: 

  • Task tooltip was fixed for the My Space page.
  • Fix for the case when a Group was not displayed on task details for Planner tasks on the My Space page.   
  • Fix for the case when the Budget section was not loading from Teams app and browser version.
  • Azure DevOps connection – iteration link was fixed to display a selected iteration for the correct team. 

Release Notes 7.4.1 @ June 18, 2021

Fixes: 

  • Task Management - issues related to Select and Date fields were fixed.

Release Notes 7.4 @ June 17, 2021

New Features:

  • Multiple portfolios option is now supported. It allows adding one project to several portfolios. 
  • OAuth authentication type is now supported for Jira Server connection.

Improvements:

  • Manage Budget permission was changed and renamed to Manage Financial Details. Now if this permission is disabled for the user, not only the Budget section content is hidden from this user, but also all fields of Cost type (OOB and custom) become disabled across Projects, Resources, and Portfolios (N/A status is shown for these fields). OKR and Challenges & Ideas modules are excluded from this rule.  

Release Notes 7.3.1 @ June 10, 2021

Improvements:

Fixes:

  • The case when Azure DevOps synchronization failed on Status Project mapping was fixed.
  • Task Management - The case when there were tasks in Projects but counters and progress displayed N/A or 0 was fixed.

Release Notes 7.2 @ June 3, 2021

Improvements:

  • Add Key Result – improved navigation logic when clicking the “Cancel” button using the left side panel.
  • Email notification was removed for cases when users submit an Idea to the Business Challenge of their own, assign themselves to a Project, Portfolio, Business Challenge as a Manager, or assign themselves to sub-entities, such as Tasks, Key Dates, Action Items, etc.
  • 'Assigned To' field of the Project Key Dates is added to OData.
  • Project Status history was added to the ‘Project Status’ Power BI report.  
  • ‘Objective permissions’ tab was added to the ‘User Permission’ Power BI report.
  • ‘Key Date Assignee’ filter was added to ‘Portfolio Key Dates’ and ‘Project Key Dates’ Power BI reports.

Fixes:

  • Report settings – Power BI report is now downloaded with version name.

Release Notes 7.1.1 @ May 25, 2021

Fixes:

  • The case when an error appeared on the layout deletion was fixed. 

Release Notes 7.1 @ May 24, 2021

New Features:

  • Multi tenants option per one customer is now supported (for customers with Enterprise Plan only). 

Improvements:

  • The form for editing all action items is pinned now. If you click on the page outside the form when editing action items, a message that you have unsaved changes will appear. 

Fixes:

  • The filtration rule of the default project filter ‘Done’ was fixed. 
  • Jira connection – issues related to data synchronization with Jira Server were fixed. 

Release Notes 7.0 @ May 17, 2021

New Features: 

Improvements: 

  • A popup with status details was added to project and portfolio statuses on the list and timeline views.

Fixes:

  • A warning for the not-started projects that were not modified for more than 7 days was deleted. 
  • The case when a blank page appeared on redirecting to external Power BI reports was fixed. 

Release Notes 6.9 @ April 29, 2021

New Features: 

  • Project and Portfolio status history was added to PPM Express OData.

Improvements:

  • Insights page, key dates/tasks statuses, and project/portfolio statuses recalculation is now performed on user-driven actions as well as daily at midnight according to the Tenant timezone settings.
  • The project name was added to the ‘request update’ email.

Fixes:

  • Project synchronization for Jira Server connection was fixed.
  • All actions related to configuring connections are now managed by users with ‘Manage Integration’ permission.

Release Notes 6.8 @ April 19, 2021

Improvements:

  • The Original Estimate column was replaced by the Effort column on the Azure DevOps tasks page.
  •  A new setting was added to the Azure DevOps connection => Configure Connection settings, it allows selecting issue types for auto calculation (this setting is available if Auto-calculation of Project/Portfolio statuses option is enabled). 

Release Notes 6.6 @ April 12, 2021

Improvements:

Fixes:

  • PPM Insights page – ‘Not Started’ projects are now excluded from the ‘Outdated Projects’ section.

Release Notes 6.5 @ April 1, 2021

Improvements:

  • Jira connection – the support of linking the PPM Express project to an Epic of the Next-Gen Jira project was added.

Fixes:

  • Project Online connection – tasks where the outline field contains a null value were excluded from synchronization.
  • Task Management – the issue with custom filter renaming if tasks have dependencies was fixed.
  • The applying of the layout in a bulk action was fixed.

Release Notes 6.4 @ March 31, 2021

Improvements:

  • An empty string was added to the “select” type fields, it allows selecting no value for the field.
  • Billing page– added a possibility to make a purchase if the plan is in a trial period.

Fixes:

  • My Space page – fix for groups collapsing after page refresh.
  • Project Online connection – inactive tasks are now excluded from data synchronization.
  • Risks – fix for updating the 'Step' value in the Probability field.
  • PowerBI reports – '% Complete' field for linked projects is now calculated as (number of tasks with Status = Completed) / (total number of tasks). 

Release Notes 6.3 @ March 21, 2021

New features:

  • Project/Portfolio View functionality was added. Using Project/Portfolio views it is possible to limit project/portfolio dashboard information for certain users.

Improvements:

  • Planner connection – the synchronization of the priority and label from the Planner task is now supported.
  • It is now possible to invite new users to the PPM Express application from the Share Project/Portfolio menu of the Project dashboard.

Release Notes 6.2 @ March 16, 2021

Improvements:

  • It is now possible to change the order of the items for the ‘select’ type field in the Configure Field menu.
  • Both ‘And’ and ‘Or’ conditional operations are now available in the filters.
  • Advanced tasks mapping is now available for Jira connection.
  • Power Bi reports – a slicer 'Resources On Project' was added to the 'Resource Plan' tab of the 'Resource Management' report. The slicer allows to show/hide resources on a project that have no allocated planned work.

Fixes:

  • Task Management – fix for displaying of the predecessor lines.

Release Notes 6.0 @ March 1, 2021

Improvements:

  • Resource custom fields can now be included in Power BI reports. 
  • Jira tasks are now available on the Insights page. 

Fixes:

  • Fix for the case when Auto Relogin did not occur after the session was expired. 

Release Notes 5.1 @ February 24, 2021

Improvements:

  • Project Online connection – Project Online field 'Work' is now mapped to PPM Express ‘Effort’ field instead of the ‘Original Estimate’ field in default fields mapping.

Fixes:

  • Task Management – fix for the task order after moving tasks using drag-and-drop.
  • The error on projects bulk edit when removing a portfolio was fixed.
  • The ‘Late’ filter selection was fixed for Risks and Issues.
  • The filtering by portfolio was fixed for the Portfolio Project Section.
  • Fix for the case when the milestone created from task didn't appear in Key Dates if the project was cloned.

Release Notes 5.0 @ February 22, 2021

Improvements:

  • Internal infrastructure was updated. 

Fixes:

  • Jira connection – The case when synchronization failed if one of the synchronized fields was hidden in Jira project configuration was fixed.

Release Notes 4.0 @ February 15, 2021

New features:

Fixes:

  • Task Management – fixed task counters calculation if the project was cloned.
  • Task Management – fixed filtration by Tags from view.
  • Fix for Odata multichoice fields.

Release Notes 3.7 @ February 10, 2021

New features:

  • 'Portfolio Risks' report was added to Power BI reports. The report displays risks of the selected portfolio.

Fixes:

  • 'Portfolio Risks' report was renamed to 'Projects Risks by Portfolio'. The report displays risks of the projects that are sliced by portfolio.
  • The issue with tasks filtration on drilling through the 'Project Iterations' report to 'Tasks Details' in Power BI reports was fixed.
  • The sorting order of Fiscal Periods in Power BI reports was fixed.
  • Burn-up charts on 'Project Cost Summary', 'Project Dashboard', 'Detailed Project Dashboard' pages in Power BI reports could display time periods with blank metrics values. The issue was fixed and time periods with blank metrics values are not displayed anymore.

Release Notes 3.6 @ February 4, 2021

Fixes:

  • Azure DevOps connector - fixed synchronization if the project is linked to AzureDevOps item and iteration that it belongs to.
  • Task Management – fixed drag-n-drop option after the sorting was reset.

Release Notes 3.5 @ February 2, 2021

New features:

Improvements:

  • An ability to add multiple predecessors to one task was added. 

Fixes:

  • Azure DevOps connector – work items with the “Removed” state are now excluded from import.

Release Notes 3.4 @ January 26, 2021

New features:

  • Resource Plan section was added to the Idea Dashboard. 

Improvements:

  • 'Manage Challenges & Ideas' and 'Manage Prioritization' permissions were separated and are available for selection on the People Management page => User settings.
  • A new ‘Proposed’ stage is now available for Ideas.
  • It is now possible to change the stage for Idea in the Idea Dashboard directly.

Fixes:

  • Fix for the case when the currency sign was updated after changing it.

Release Notes 3.3 @ January 18, 2021

New features:

  • A new Portfolio section 'Risks' was added to the Portfolio Dashboard. 
  • An ability to set several managers to project, portfolio, business challenge was added.

Improvements:

  • Start and finish dates were added to the Ideas for managing the budget. These fields and their values will be also displayed in the Budget section of the Idea page. 
  • Strategic Priority description is now displayed on the Strategic Priorities page and on the Strategic Alignment section.

Fixes:

  • Fix for the case when the State items were duplicated (Azure DevOps connector).
  • Fix for resetting the pre-filter when selecting a project.
  • Fix for removing the key dates that were synchronized from Project Online.

Release Notes 3.2 @ December 28, 2020

Improvements:

  • A possibility to set Display format to 'None' during custom field configuration was added.
  • A possibility for Administrators to clear Project and Portfolio Status History was added. 
  • Free PPM Express licenses acquired prior to July, 2020 will be converted to PPM Express Professional Monthly free license valid until January 28, 2021.

Fixes:

  • Fix for external Tasks viewing page - an icon with a link to navigate to a source task was cropped if task name was long.

Release Notes 3.1 @ December 17, 2020

Improvements:

  • Links are now supported in the text fields. It is now possible to add links to any text field in PPM Express.
  • Resource bulk deletion logic improved. 
  • Actual cost field is now taken into account during auto-calculation of Cost status. 
  • It is now possible to move Ideas between Business Challenges.

Fixes:

  • Fix for the logout on the 'No Access' page. 
  • Fix for the resource allocation hours in the Resource Plan for March 31st. 
  • Fix for the order of tasks in the exported .csv file in Task Management.
  • Fix for the error in the List view of the Iteration section. 
  • Fix for retrieving resources when importing them from Jira. 
  • Fix for displaying the long portfolio name on the Project Dashboard page. 
  • Fix for the custom fields deletion. 

Release Notes 3.0 @ December 10, 2020

New features:

Improvements:

  • Resources auto-merge feature was added to PPM Express. PPM Express resources and resources synchronized from external systems will be merged automatically if resource name and email fully correspond.

Release Notes 2.34 @ November 30, 2020

Improvements:

  • Embedded Power BI reports feature was disabled, external Power BI reports can be configured and used instead. 

Fixes:

  • Fix for Planner Plan duplicate in OData. 
  • Fix for task predecessor if the task is a milestone and a related milestone is deleted.

Release Notes 2.33 @ November 18, 2020

New features:

  • An ability to select Data Center (US or EU) was added. It is now possible to register PPM Express tenant selecting Europe data storage. 

Release Notes 2.32.2 @ November 9, 2020

New features:

  • ‘Viewer’ license type was changed to ‘Team member’ and new permission ‘collaborate on’ was added to this license type. 
  • It is now possible to select the type of your plan (core or professional) during the first registration of PPM Express tenant (in the registration window).
  • “User Permission” report was added to PPM Express Power BI reports. 

Improvements:

  • ‘Invite User’ functionality was redesigned. 'Allow everyone to invite users' option was added. If it is on, every user who has access to PPM Express can invite other users using the 'Invite user' button. 

Fixes:

  • Column order in the imported csv. file was fixed. 
  • 'Linked system' icon will now redirect to the project in the linked system. 

Release Notes 2.31 @ October 22, 2020

New features:

  • 'Request a demo' option was added to the sign-up wizard. 
  • 'Send synchronization alerts' option was added to Data Synchronization settings. Using this option you can select the recipients and decide how often the 'synchronization failed' email is sent. 

Improvements:

  • If the tenant is expired, daily, and weekly summary teams/email notifications will not be sent. 

Fixes:

  • Fix for the case when Jira Synchronization failed because of a broken avatar. 

Release Notes 2.30 @ October 19, 2020

New features:

  • Calendar Exceptions and Work Week sections were added to the Resource Details page. These sections are used to add calendar exceptions and specific work week hours per resource. 
  • Individual resource calendars are supported in Power Bi Resource Management reports. 

Improvements:

  • 'Synchronization failed' messages are not sent if the tenant is expired. 
  • Completed and inactive projects are not included in data synchronization from now on.   

Fixes:

  • Fix for linking PPM Express project to different Teams within one Azure DevOps project. 

Release Notes 2.29 @ October 7, 2020

New features:

Fixes:

  • Fix for the case when errors occurred on the resource merging. 

Release Notes 2.28 @ September 28, 2020

New features:

  • My Space page was added to PPM Express. You can review your assignments on this page. 
  • An alert message is now sent to Tenant Administrators if project synchronization failed. 
  • 'Assigned to' field was added to Key Dates. 

Fixes:

  • Fix for the case when an error occurred on editing Action Item status.

Release Notes 2.27 @ September 17, 2020

New Features:

Improvements:

  • Portfolio and project tags filters were added to Power BI Reports. 

Release Notes 2.26 @ September 8, 2020

New Features:

Improvements:

  • Synchronization process was improved for Planner connection. The number of parallel synchronizations was limited to avoid sync failures with 'Too many requests' message.
  • Performance of data rendering and calculation in Resource Management Power BI Reports was enhanced.

Fixes:

  • Fix for the case when PPM Express Tasks were not copied while project cloning.

Release Notes 2.25 @ September 2, 2020

Improvements:

  • 'Add to Project' button was added to the Resource Details page. It allows adding the selected resource to the project, allocate and commit it at once.      
  • 'Add to Project' and 'Remove from Project' options were added to the Resource Utilization page. These options allow adding, allocating, and committing the resource on the project or remove the resource from the project.      
  • Proposed and Committed booking types are now available in PPM Express.
  • Resource Management Power BI report has been updated. It allows reviewing the information for Resources Capacity, Availability, Utilization, Allocation, Overallocation, etc. for committed and proposed resources.   

Fixes:

  • Fix for scrolling multiple text fields by users with viewer role assigned.      
  • Fix for the graph API error ('Failed to process content in attachment').

Release Notes 2.24 @ August 18, 2020

New Features:

  • Teams notifications will now be sent on creating a new Change Request. If the project is linked to the Teams channel, you will now receive a notification to this channel when the Change Request is created for the linked project. 

Improvements:

  • Planned Work, Actual Work, Remaining Work fields were added to the Schedule project section for Project Online connection (these fields will appear and will be filled in automatically if PPM Express project is linked to Project Online project).      
  • The in-line saving was implemented on the Data Synchronization page. The changes are saved automatically from now on, without using the 'Save' button. 

Release Notes 2.23 @ August 13, 2020

Fixes:

  • Fix for linking Business Challenges to the Teams channel.      
  • Fix for data synchronization from Planner.

Release Notes 2.21 @ August 6, 2020

New Features:

Release Notes 2.19 @ July 29, 2020

New Features:

  • Projects and Portfolios sharing is now supported by PPM Express. Users can share a project/portfolio with other users from the project/portfolio details page.

Improvements: 

  • External system icon was added to the Key Date/Iterations/Risks editing panel. It is clickable, you can open the key date/iteration/risk in the external system at once.

Release Notes 2.18 @ July 24, 2020

New Features:

Release Notes 2.17 @ July 13, 2020

Fixes: 

  • Fix for the case when 'Invalid Date' message is displayed on the Import Key Dates panel if browser language is not English.

Release Notes 2.16 @ July 8, 2020

New Features:

  • Action Items and Key Decisions sections were added to the Portfolio Details page. 

Fixes: 

  • Fix for cursor jumping when editing filter name. 
  • Fix for the case when Office 365 users with uppercase letters in the principal name did not receive email notifications.

Release Notes 2.15 @ July 2, 2020

New Features:

Improvements: 

Release Notes 2.14 @ June 24, 2020

New Features:

Release Notes 2.13 @ June 19, 2020

New Features:

Improvements: 

  • The 'Dataset refresh time' option on the 'About' page displays date and time in the UTC time (GMT timezone). 
  • 'Strategic Priorities' report was redesigned to provide a clear view of how project priorities correspond to the organizational ones.

Fixes: 

  • Fix for the 'Decision Matrix' report. 'Score' column got removed from Project Priorities Matrix.

Release Notes 2.12 @ June 11, 2020

New Features:

  • Custom field deletion is now supported. It allows deleting any custom field and its related data. 
  • Tasks dependency option was added to the Task Management page. It allows setting up dependencies (predecessors) across your tasks. 

Release Notes 2.11 @ June 2, 2020

Improvements: 

  • It is now possible to create public or/and private views and filters on PPM Express pages. 
  • Warnings are always disabled for projects where project progress is set to 'On-hold'/'Canceled' and for Portfolios with 'Inactive' portfolio stage.

Release Notes 2.10 @ May 29, 2020

Improvements: 

Release Notes 2.09 @ May 26, 2020

Improvements: 

  • Total number of PPM Express tasks/number of completed tasks is now displayed on the PPM Express tasks logo of the Summary project section.
  • Editing of PPM Express tasks, key dates, iterations, etc. became easier. The editing window is now opened by clicking on the required task, iteration, key date, etc. 

Release Notes 2.08 @ May 22, 2020

New Features:

Improvements: 

  • It is now possible to select Resources instead of Users in the 'Assigned to' field of 'Issues' and 'Risks' project/portfolio sections. 
  • External system icons are now clickable on the Projects page (card and table views). Clicking on the external system icon the project in the external system will be opened in a new tab. 

Release Notes 2.07 @ May 19, 2020

New Features:

  • 'Tags' field was added to the Details section of Projects, Portfolios, Tasks, Resources, Business Challenges, and Ideas. It allows creating tags to categorize things and make the filtering of PPM Express entities easier and faster. 
  • An ability to create a project filter automatically on portfolio creation was added. If this option is selected and the filter is created, projects can be viewed/filtered by this portfolio on the Projects page. 
  • PPM Express internal tasks are now supported in Power BI Reports.

Improvements: 

Fixes: 

  • Fix for project icon that was minimized if the title is too long.

Release Notes 2.06 @ May 12, 2020

New Features:

Improvements: 

  • If the project is connected to any of the external systems, the tasks and team from the external system will be shown first on the Schedule and Team section of the Project Details page (you can switch to PPM Express tasks/team using the corresponding buttons on these sections). 
  • Portfolio/project status update page has changed. It became easier and faster to perform the changes on this page. 

Release Notes 2.05 @ May 06, 2020

New Features:

Improvements: 

Release Notes 2.03 @ April 29, 2020

New Features:

Release Notes 2.01 @ April 23, 2020

New Features:

  • 'Cancelled' option was added to the 'Progress' project field of the Details section in PPM Express.

Improvements: 

  • The fields of Impact type are now displayed as numbers in OData.

Fixes: 

  • An unnecessary hint about mapping transformation rules on the fields mapping screen was removed from the Azure DevOps connection.
  • Additional validation of the values provided in the project fields of a 'Slider' type was added. 

Release Notes 2.0 @ April 21, 2020

New Features:

  • Auto-calculation of Key Date status was added to PPM Express. All Key Dates (project and portfolio) are calculated automatically from now on. Please refer to this article for information about the auto-calculation logic. 
  • Email Notifications were added to PPM Express. This feature allows receiving daily and weekly summary notifications (projects and portfolios) by email. 

Release Notes 1.03 @ April 9, 2020

Improvements: 

  • A default task group 'Backlog' was added. All newly created tasks will be added to this group by default. 
  • Drag and Drop option is now available for the tasks timeline view. 
  • Total number of tasks in the tasks group is changed to show the completed number/all tasks number.
  • 'Add Group' button name was changed to 'Manage Group'.

Fixes: 

  • Fix for saving the selected view on the tasks page after the page reload.

Release Notes 1.02 @ April 3, 2020

New Features:

  • Project Strategic Alignment and Project Score were added to PPM Express OData.
  • Business Challenges and Ideas Overview reports were added to PPM Express Power BI reports (available from the Home page).

Improvements: 

  • The groups pane on the project tasks page can now be opened by clicking the group name.
  • A possibility to select all tasks within one group on the project tasks page was added.

Fixes: 

  • Fix for ‘Late’, ‘Today’ and ‘This Week’ counters calculation in the Summary tiles of the project tasks page.
  • Fix for importing the task statuses while importing tasks to from csv. file. 
  • Fix for the background color of the late task indicator on the project tasks page. 

Release Notes 1.01 @ March 25, 2020

New Features:

  • Task Management was added to PPM Express. It is now possible to create and manage tasks on the Project tasks page. Learn more in our blog post
  • Business Challenges and Ideas were added to PPM Express OData.

Improvements: 

Fixes: 

  • Fix for duplicating Office 365 groups in case of automatic Planner Plan creation by PPM Express. 

Release Notes 0.32 @ March 10, 2020

New Features:

  • A new “Project Dashboard” Power BI report was added to the “Reports” menu that is available for each project.      
  • A new “Detailed Project Dashboard” Power BI report was added to the “Reports” menu that is available for each project.

Improvements: 

Fixes: 

  • Fix for Office365 connector (Truncate group mailNickName length).

Release Notes 0.30 @ February 17, 2020

New Features

Release Notes 0.28 @ February 10, 2020

New Features

  • Microsoft Teams connection was added to the 'Work Together' connection type. This feature allows sending notifications to the linked Microsoft Teams channels.

Release Notes 0.27 @ February 3, 2020

New Features

Release Notes 0.26 @ January 28, 2020

Improvements

Release Notes 0.25 @ January 13, 2020

New Features

Fixes

  • Fix for project sort order on the Portfolio timeline view.

Release Notes 0.24 @ December 30, 2019

New Features

Improvements

  • The latest selected filter on the Projects or Portfolios page is now saved. As you switch between PPM Express pages, the filter will be saved until it is changed. 

Fixes

  • Fix for Power BI reports navigation to the Home page.
  • Fix for Power BI reports sorting of the projects in the “Portfolio Projects Overview” report.

Release Notes 0.23 @ December 20, 2019

New Features:

  • “Manage external connections” permission was added to People Management page. It allows granting permissions to users for creating/refreshing connections in PPM Express. 
  • OAuth authentication type is now available while adding Project Online connection to PPM Express. 

Release Notes 0.22 @ December 11, 2019

New Features:

Fixes:

  • Fix for warnings. The warning icon about data inconsistency for the fields that are not enabled in the project or portfolio sections will not be displayed. 

Release Notes 0.21 @ November 28, 2019

New Features:

  • Strategic Priority solution is now available in PPM Express. It allows adding strategic priorities on the organizational level. Also, you can decide how they impact projects, portfolios, and ideas.
  • Strategic Alignment section is now available on the Portfolio, Project and Idea Details pages. 
  • Decision Matrix section is now available on the Project and Idea Details pages. 

Improvements:

  • The design of the following Power Bi reports has changed: ‘Project Iterations’, ‘Project Key Dates’, ‘Project Issues’, ‘Project Risks’, ‘Portfolio Risks’, ‘Portfolio Issues’, ‘Portfolio Key Dates’, ‘Enterprise Key Dates’.

Release Notes 0.20 @ November 14, 2019

New Features:

  • ChargeBee Billing Operations System was integrated into PPM Express. Billing Settings page was added to perform and manage payment operations. 

Release Notes 0.19 @ November 7, 2019

New Features:

  • Demand and Ideation Management solution is now available in PPM Express. It allows team members to submit their ideas, project requests, change requests or suggestions for improvements within business challenges.

Fixes:

  • Fix for the warning when the project has tasks and Project Progress is set to 0%.
  • Fix for the warning when Project Progress is set to 100%.
  • Fix for filtering data by Resource/User fields with multi-selection.

Release Notes 0.18 @ November 5, 2019

Improvements:

  • Support line breaks for multiple text fields in grid view;
  • Project progress ‘On Hold’ was added;
  • New default issue category values were added (Technology, External, Organizational, Project Management);
  • The navigation panel on the left was updated for users with restricted permissions. 

Fixes:

  • Fix for warnings if project stages are not default;
  • Fix for warning when Project Stage is not consistent with Project Progress

Release Notes 0.17 @ October 24, 2019

New Features:

  • A quiz was added to the tenant registration screen;
  • ‘Canceled’ and ‘Suspended’ project stages were added;
  • New Portfolio and Project field ‘Benefit’ was added.

Improvements:

  • Improvement for multiline feature in text custom fields; 
  • Improvement for multichoice feature in ‘resource/user’ custom fields;
  • Only selected and required fields will be displayed on the 'Configure fields' menu, all other fields will be hidden under the 'Show more' option.  

Fixes:

  • Fix for calculation logic of the completed tasks in warnings;
  • Fix for OData in case custom field name contains specific characters.

Release Notes 0.16 @ October 10, 2019

New Features:

  • Warnings for portfolios and projects were added to notify users about data inconsistency in portfolios and projects if any. 

Improvements:

  • The bullet list in the status description of portfolios and projects is now supported. 

Fixes:

  • Fix for columns order in “Portfolio Projects Details” Power Bi report. 
  • Fix for the default layout when applied to the section when the master project has been created before the release of this section.

Release Notes 0.15 @ September 26, 2019

Improvements: 

  • Demo data was added to Portfolios, Projects, and Resources pages and will be available for users right after the first registration of PPM Express tenant. 'Import' wizard after the first registration of PPM Express tenant was removed.
  • Import Projects and Import Resources options are now available from the Actions drop-down on Portfolios, Projects and Resources pages.

Release Notes 0.14 @ September 9, 2019

New Features:

  • 'Invite People' feature is now available. It allows to invite new users to PPM Express tenant by sending them invitations via email;
  • “Portfolio vs Projects Costs” Power BI report is now accessible from the Portfolio card menu. 

Improvements:

  • Progress calculation logic for Jira connection is now based on Jira Issue Type Category. 

Fixes:

  • Fix for data synchronization for Projects with more than 20000 tasks (applies to Azure DevOps connection). 

Release 0.13 @ August 27, 2019

New Features:

Improvements:

  • Timeline in the Summary section on Portfolio Details page and in Iterations section on Project Details page became more informative and convenient to review;   
  • Power BI reports were added to the following Project sections on Project Details page: “Lessons Learned”, “Action Items”, “Key Decisions”, “Steering Committee”, “Change Requests". These reports are also accessible from Projects card menu now.

Release 0.12 @ August 14, 2019

  • NEW – implemented ability of the portfolios bulk deletion
  • NEW – implemented ability of the resources bulk deletion
  • NEW – implemented ability to copy project
  • NEW – added new “Sponsor” project field to Details section
  • IMPROVEMENT – implemented the ability to change project and portfolio section order
  • IMPROVEMENT – OData management and Report management pages are merged into one
  • IMPROVEMENT – default Risk Categories list is extended with new values
  • IMPROVEMENT – timeline redesign
  • Power BI reports:
    • IMPROVEMENT – long description is displayed fully

Release 0.11 @ August 5, 2019

  • NEW – implemented ability to delete portfolio or project from the details page
  • NEW – implemented ability to link several external projects to one PPM Express project
  • Power BI reports:
    • IMPROVEMENT – implemented the ability to open “Idea Stage Projects” report from UI
    • NEW – added “Lessons Learned”, “Action Items”, “Key Decisions”, “Steering Committee”, “Change Requests” reports

Hotfix @ August 2, 2019 

  • Jira connector:
    • FIX – handle Jira API changes

Release 0.10 @ July 22, 2019 

  • NEW – added 'Lessons learned', 'Action items', 'Key decisions', 'Steering Committee', 'Change Requests' sections to Projects Details Page;
  • NEW – implemented ability to save/apply project or portfolio configuration layout;
  • NEW – added 'Manage Configuration' permission to 'People Management';
  • Azure DevOps connector: 
    • FIX – the logic of the work items retrieving in case linking of the project to epic 

Release 0.9 @ July 8, 2019

  • IMPROVEMENT – configure columns on the timeline: added possibility to add/remove columns to table part of timeline view
  • Azure DevOps connector:
    • NEW – State Mapping and Calculation settings
    • IMPROVEMENT – possibility to define work items based on which project progress will be calculated
  • Office365 connector:
    • NEW – allow Office365 tenant admin to consent ppm express permissions without giving his token

Release 0.8 @ June 14, 2019

  • NEW – Synchronization status view;
  • IMPROVEMENT – added functionality to edit lookup fields;
  • IMPROVEMENT – added functionality to display milestones that origin from Project Online on timeline view;
  • IMPROVEMENT – added Project Stage field to timeline view
  • Azure DevOps connector: 
    • NEW – fields mapping functionality when linking PPMX Project to Azure DevOps Epic

Release 0.7 @ May 29, 2019

  • IMPROVEMENT – Token management (added functionality to manage tokens)
  • NEW – added functionality to merge resources
  • NEW – added permission for ‘Budget’ section
  • NEW – added functionality to define statuses per portfolio
  • NEW – added functionality to define statuses per project
  • Office365 connector:
    • NEW – added functionality to link Office365 group to portfolio
  • Azure DevOps connector:
    • IMPROVEMENT – work items of the Hidden state are not included in the calculation.
    • IMPROVEMENT – work items with any state of Removed category are not included in the calculation
    • IMPROVEMENT – all work items from child iterations are included in the calculation if parent iteration is selected
    • IMPROVEMENT – ‘epic’ work item is not included in the calculation if PPMX project is linked to it

Release 0.6 @ April 18, 2019

  • NEW – Key Dates section (Milestones and Release Dates sections are merged to this one
  • NEW – Report Manager
  • IMPROVEMENT – ability to sort data in Team and Schedule sections
  • Jira connector:
    • NEW – ability to link project to Epic
    • IMPROVEMENT – the ability to filter data by sprint in Team and Schedule sections
  • Azure DevOps connector:
    • NEW – ability to link project to Epic
    • FIX – support synchronization of the projects with more than 20000 work item types
    • IMPROVEMENT – default mapping of the Start/Finish dates in case when the project is linked to Epic
    • IMPROVEMENT – the ability to filter data by iteration in Team and Schedule sections
  • Project Online connector:
    • NEW – fields mapping

Release 0.4 @ January 31, 2019

  • NEW - Integration with Azure DevOps and Project Online

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