Please also see the ]po[ roadmap for future releases.
==============================================================
V3.4.0.2 Changes
==============================================================
V3.4 is the current "development" branch. This branch contains all
major new features etc. V3.4 is stable in the sense that it is
already working in production at several customers. However, there
are no proven upgrade scripts to update an existing installation
to V3.4 and there may be bugs or "rough edges" in new or modified
funcationality.
New features:
* GUI: Completely new GUI with skins based on CSS
* Invoicing: Overhaul of the effort-based invoicing system
(see PPT slides)
* Absences: Add dynamic workflow approvals
* Timesheet: Added dynamic workflow approvals
* Travel Expenses: Added dynamic workflow approvals
Upgrade Status:
* V3.2 -> V3.3: Supported.
You will be able to perform this upgrade yourself without help from
]po[.
* V3.1 -> V3.3: Difficult.
This upgrade may require manual intervention. Please see the "Open
Discussions" forum on SourceForge for details.
* V3.0 -> V3.3: Not supported.
This upgrade will likely fail. Please contact the ]project-open[
team for professional services.
==============================================================
V3.3.1.2 Changes
==============================================================
V3.3 is the current "stable" branch, directly following V3.2. So the
changes below are minor in general. More disruptive changes (such as
the new GUI, dynamic workflows and changes in the invoicing schemes)
are reserved to V3.4.
Bug fixes:
* We have fixed more then 50 smaller issues and bugs.
New features:
* Installation & Update: ]po[ now checks that all upgrade
scripts have been executed. Non executed upgrade scripts accounted
for an important percentage of user complaints in previous versions.
* Reporting: Added user-definable reports
* Reporting: Added an "Indicators" module that allows
to define and track process performance indicators over time.
* Invoices: "Canned Notes" implement pre-defined statements
to include in invoices and other financial documents.
* Backup: The Backup screen now allows to download backup files
over the Web, simplifying the backup procedure.
* Performance: A number of frequently used procedure are now cached
to improve performance.
* Rating: Added "Simple Surveys" rating module
* CRM: Improved the "intranet-mail-integration" Email
integration module so that it is now usable. The module allows to
associate incoming email with ]po[ users, effectively maintaining
an email track record per customer.
* Translation: Added a link for "editors" to rate their
"translator" (translation-only)
* Translation: Added a "Tandem Translation Module". This
module keeps track of the translator-editor tandem combination by
counting how frequently an editor has worked with a translator.
* Translation: Added TinyTM Integration. We have integrated TinyTM
(an open-source translation memory) with ]po[. TinyTM itself is
still in "alpha" development/alpha status.
* System Integration: Improved the CVS Import: We have added an
algorithm to guess the separator of CSV imports ("," vs.
";").
* System Integration: Added an UBS (Unified Business Language) for
accounting applications such as SAP, Oracle or Navision.
Other:
* We have improved the upgrade procedure. ]po[ now checks for update
scripts that need to be executed.
Upgrade Status:
* V3.2 -> V3.3: Supported.
You will be able to perform this upgrade yourself without help from
]po[.
* V3.1 -> V3.3: Difficult.
This upgrade may require manual intervention. Please see the "Open
Discussions" forum on SourceForge for details.
* V3.0 -> V3.3: Not supported.
This upgrade will likely fail. Please contact the ]project-open[
team for professional services.
==============================================================
V3.2.10.0 (V3.2.Final) Changes
==============================================================
Major Enhancements:
* GanttProject Integration:
Project Managers can now conveniently define and modify project
structures with GanttProject and then upload the result into ]po[
("round-trip integration").
GanttProject is an open-source MS-Project clone written in Java.
The combination of GanttProject and ]po[ offers an open alternative
to MS-Project and MS-Project-Server.
* "Web 1.5" GUI Overhaul:
We have improved the GUI to allow users to move their GUI components
and to select/disable components. Also, we have added new icons and a
new CSS.
* Resource Planning and Resource Assignments:
You can now add resources to projects and task and determine resource
overload across projects.
* Calendar:
The new module shows project and task deadlines per day, week and month.
Calendars can be either "shared" or "individual". Support for group
calendars will follow soon.
* Bug-Tracker:
]po[ now includes a fully fledged bug-tracker that compares to industry
leading bug trackers.
* Expenses and Travel Costs:
The new modules allows you to capture consultant's travel costs and
other expenses per project.
* Reporting Engine:
]po[ now includes its own reporting engine, similar to Crystal Reports
or Jaspar Reports. A "reporting tutorial" explains step-by-step how to
write new reports. A graphical editor is not (yet) available.
* Integration of Dynamic Fields:
"DynFields" allow to extend business object such as project, companies
and users by user defined dynamic fields. DynFields are now integrated
with the GUI and the CSV export functions.
* System Configuration Wizard
A new "SysConfig" wizard allows the first-time user to tailor the
]project-open[ installation for business sectors and company size,
reducing the overall complexity.
* "Petri-Net Workflow Engine":
]po[ now includes a fully-fledged workflow with graphical process editor.
The WF can be used for example to set and confirm project budgets by
senior executives, to priorize projects in a portfolio etc.
* Project Templates:
Project templates (creating new projects based on an existing
project template) allows you to standardize and accelerate the
generation of projects with similar schedules.
* Dynamic Fields for Project, Companies and Users:
We have greatly extended the "DynField" module to include DynFields
in reports and CVS exports. Also, DynFields are now specific to
object subtypes (for example: Type of projects).
* New "Delivery Note" Financial Document Type
Delivery notes are a step before issuing an invoice.
New Commercial "Enterprise Extension Modules":
The following modules are closed-source extensions of ]po[ covering the needs
of large organizations. These modules are available separately from the ]po[
product at http://www.project-open.com/shop/.
* GAAP/IAS compliant Auditability
This module captures all changes to financial objects and projects.
* One-Time-Passwords:
Manages a list of TANs (Transaction Numbers) for one-time authentication
of users with special permissions (i.e. senior mannagers, accounting,...).
* Profit Center Management & Permissions:
The modules allows corporations to define fine-grain financial
permissions across departments (who can see/modify the invoices of
each department) and to calculate profit/loss per department.
* SAP Integration:
Import and export interfaces to SAP FI.
Minor Enhancements:
There were more then 500 minor enhancements in the last 6 months improving usability
and fixing bugs.
==============================================================
V3.1.2.0 Changes
==============================================================
Major Enhancements:
* Added fields "delivery address" and "contact person" in
financial document creation and editing pages.
* Added separate counters for financial document numbers (invoices,
quotes and purchase orders). The old configuration (a single
counter) is still the default.
* "Create Company from User" wizard speeds up the creation
of new users and their companies
]project-translation[ Specific Enhancements:
* Added a "Aggregrate" checkbox in the translation invoice wizard.
Unchecking this checkbox allows to create quotes and invoices with
details (delivery date) of the individual translation tasks.
* Added an extended search for freelancer capabilities in
intranet-freelance
* Added a "Translation Project Manager Performance" report to
intranet-reporting
* Added FreeBudget and WebBudget CVS imports, in addition to Trados.
* Translation Workflow File Upload: Introduced a parameter to determine
whether the uploaded file needs to be named exactly like the
original file.
* Translators can now give feedback when uploading translation
files. The feedback is converted into a forum item.
Minor Enhancements
* Added a "redirect to log hours" function in ]project-consulting[,
forcing people to log a certain amount of hours per week.
Added a parameter that specifies the number of hours to be logged.
Added a parameter to redirect from "Home", "Projects" or both.
* Financial documents can be sent as HTML attachments.
* Automatic advancement of the "percent completed" filed in a project,
depending on the state of both consulting and translation tasks
the Translation Workflow Status
* Added date and currency format localization in the InvoiceViewPage.
The locale is taken from the invoice template and allows to create
correctly localized
* Enabled alphabetical sorting of projects in the timesheet page
(this was quite difficult because of the hierarchical SQL query
that includes subprojects and their tasks..)
* Added "Nuke Demo Companies" option to cleanup selected "companies"
when taking the system productively
* "Search" field now clears up when clicking on it (if Full-Text
Search is installed)
* Enhanced the permission system for the Filestorage: Now a number
of privileges determines the default permissions, instead of the
either very permissive or restictive settings before.
* Added Windows-to-Linus and Linux-to-Windows conversion of parameters.
This function allows users to migrate database backup dumps easier
between a Linux version (production?) and a Windows version
(testing, development?)
* Allowing to accept/reject multiple tasks of intranet-forum on the
home page. This makes it much quicker to deal with large amounts
of minor bug reports.
* Added a number of invoice templates in a new intranet-invoice-templates
package
* Fixed pagination in Translation ProjectListPage
* Added several reports to intranet-reporting
* Various fixes of typos and Localization.
* Enabling the "State" field in address if the parameter
"SomeAmericanReaders" is set.
Bug Fixes:
* Fixed missing "invoice_office_id" in "Tigerpond" preconfigured
demos.
* Fixed "Finance" tab in projects in the preconfigured Demos:
Quotes and POs are summed up correctly but wouldn't appear in the
detailed list
* Fixed a Windows bug displaying Filestorage files under certain
circumstances.
* Fixed the Company's financial documents "more info..." link
* Fixed roject's "Profit & Loss" view in the "Tigerpond" demo systems.
This view was not enabled by default.
* Fixed URLs in automatic alert emails: Outlooks breaks the lines
after 70 characters, breaking the URL. The text has been reformatted
now to avoid this situation (unless you've got a very long hostname...)
* Fixed ugly JavaScript error if Full-Text Search is not installed
* Fixed a few issues with "Nuke Demo Data". Includes the situation
that a user has become manager of a cost center.
* Fixed "Advanced Filtering" in the ProjectListPage
* Relaxed security permissions for project budgets.
Now the "view_budget" privilege controls the visibility, instead
of the (usually tighter) "view_finance"
* Fixed bug in sending out multipart emails if the Subject includes a
newline character.
==============================================================
V3.1.1.0 Changes
==============================================================
V3.1.1.0 includes some 80 enhancements, resolved issues, and resolved
inconsistencies, compared with V3.0.0.6:
Major Enhancements
* "Delete Demo Data": This functionality in the "Admin" section allows
you to delete non-master data from a system. This allows you to take
a ]po[ demo configuration (Tigerpond company), to delete any existing
projects, users, ... and to use this system to start production use
for your company.
* "DynField" (also called "SQL metadata model") allows you to add new
fields to existing objects and their database tables. DynField
currently support Projects, Companies and Persons as objects.
* A new Currency Conversion Module is now available. The module allows
for true multi-currency profit & loss calculation for the default
supported currencies (USD, EUR, AUD, CAD and JPY). The module still
needs to be enhanced to include an automatic update of the currency
conversion table.
* A new Reporting Module is now available available as a closed-source
extension module. The module currently includes only three major
reports
* "New from Template": This function allows you to "clone" a project
and to use it as a template for a new one. This is particularly
useful for organizations dealing with many similar projects.
* Automatic Project Advance: The "% Completed" field of both
]project-translation[ and ]project-consulting[ now advances
automatically, depending on the status of the project's tasks.
* Automatic data import from LTC Organiser.
Minor Enhancements
* ]project-translation[: Translator's comments from the task upload
page are now published as forum items.
* VAT and Invoice Template default values are now defined on a
company's page.
* ]project-translation[: The Project List Page for now shows the size
of a project with all available UoM (units of measure) and not just
words and hours.
* ]project-translation[: Added a field "end-date" for translation tasks.
This field allows project manager to schedule their projects more
fine-grain.
* Added an edit page for translation prices.
* ]project-translation[: Added a Parameter to allow freelancers to
upload a WF file with a name different from the original file, so
that they can rename the file locally.
* Added separate permissions for editing the "budget" and "budget
hours" fields in projects. This allows to separate budget and PM
responsabilities.
* Added a "financial summary" component to the Project's summary page
* Fixed a number of submit button texts ("Edit Quote" instead of "Edit
Invoice" on an quote editing screen, ...)
* Many typos and Localization fixed
Major Bug Fixes
* Automatic Software Update Service ("ASUS"): Fixed a bug inhibiting
software updates for the "anonymous" user.
* Filestorage: Config tigher permissions (very permissive before)
* Fixed a rounding bug in the "Invoices" list page that could lead
to inconsisten invoice sums.
* Employees now can edit their master data in all security
configurations.
* Fixed a permission issue that allows users with "add_finance"
permission to delete payments (that should require a separate
"add_payments" permission)
* Timesheet information are now available as a "Data Warehouse Light"
Cube, suitable to be viewed via Pivot Table.
* Added default VAT, payment days and financial document templates
to companies
Minor Bug Fixes
* Fixed ASUS (Automatic Software Update Service) for "anonymous".
* Removed the "internal" company from the default price list of
providers
* Self-registered users are now included in the search engine.
* Fixed Localization issues with the "Assign" button in ]pt[ in
languages different from English.
* User's absences are now shown correctly in the "Users" list page.
* Timesheet "Weekly Report" doesn't show non-employees anymore.
* Fixed the sort order for several drop-down boxes
* Fixed the error message in the translation price list when entering
German ("1,60") values.
* Fixed the highlighting of several sub-tabs (such as the "Summary"
tab in projects)
* Reduced the precision of financial items in several locations to 2
digits.
* ]project-translation[: Auto assignment now works with any UoM (Units
of Measure) and not just Source-Words.
* Fixed formatting issue of VAT amounts > 9.999 EUR
* Work city" and "work country" are now saved correctly in the Users's
contact information page.