Changes
- Employee selection in Planning via popup instead of a combo box.
- New monthly view and improved tooltips in Project Planning.
- Settings to make inactive employees and projects visible.
- Added ‘Account Manager’ column to Planning.
- Improvements to the user interface: radio buttons replaced by toggle buttons; enhanced tooltips.
- API enhancements: rollback of invoices, transfer of invoice lines, and full budget management.
Employee selection in Planning via popup
The combo box for selecting employees in the Planning page has been replaced by a popup that opens via a toolbar button.
- The icon shows the number of selected employees.
- In the popup, you can add or remove employees and add project members from a project.
- The final list combines teammembers and selections from the popup (duplicate employees are not shown).
This functionality is available when the screen is grouped by employee.
Project Planning with monthly view
The Planning page now includes additional functionality:
- Tooltip shows norm hours, planned hours, and available hours.
- A pie chart has been added for visual representation.
- Availability indication settings are now the same as in Project Planning.
- Three formats for group headers instead of one, depending on the selected grouping.
- The current period (day/week/month) is marked with black borders.
- The Task Name column is no longer pinned by default under “page preferences: columns.”
Show inactive entities
New preferences allow inactive employees and projects to be displayed in the Planning page.
Account Manager column
It is now possible to add the ‘Account Manager’ column to the Planning page.
User interface improvements
Buttons in screens have been replaced in order to create consistency in all screens. For example, when adjusting the price index on customers:
Old:
New:
- Tooltip on amounts in ‘Invoicing Progress’ now shows currency code and symbol (instead of the name).
API Changes
The Web API now offers extended capabilities for managing invoice proposals. With this update, you can:
- Transfer invoice lines to another invoice proposal.
- Rollback an invoice proposal including all lines in a single operation.
- Delete an invoice proposal without lines.
- Set a mutation reason when making changes.
The Web API now supports all operations on Budget entities: insert (POST), update (PUT), and delete (DELETE). Previously, only retrieve (GET) was available.
For insert and update operations, optional HTTP headers can be included:
- DataSource
- DataSourceKey
These headers serve the same purpose as in other entity sets: indicating the synchronization state of the entity.
Additionally, both parent and child budgets can be created using this endpoint, enabling full management of budget structures through the API.
Refer to the Web API documentation for more details.
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