Notes Functionality: Capture key status details about the project portfolio, projects, and tasks to be shared with stakeholders and provide insight.
A Notes icon has been added to the main menu of Moovila, and notes can now be added at the portfolio, project, and task level.
Custom note categories can be created within Notes and Data Table Maintenance
Notes may be grouped, sorted, and filtered by customizable category and effective date.
They may be displayed in dashboard panels at the portfolio and project levels, allowing details around portfolio, project, and task status to be easily highlighted, keeping stakeholders informed.
Security settings are available for notes allowing them to be visible at the executive, project owner + team leader, internal team member, and all project participant levels.
Export and print functionality is available for notes.
Improved PDF Report Creation: In the My Tasks Power Grid or any dashboard view, when users select the "Save as PDF" option, a new PDF configuration form appears, allowing for customization of the information displayed in the report.
Users may adjust page size, orientation, choose to show page numbers or dates, zoom out to show more information, and control the image quality (and thus the file size).
Grid panels will expand to show all of the rows available (up to 200 pages) and will only display columns that are visible in the dashboard display.
Additional Updates + Enhancements:
Rate Schedules may now be removed from a project.
Work Estimate and Work Balance will now show totals within Dashboard grid views.
Critical path dashboard panels in the PDF Print Generator are functioning as intended.
The filter/selection element the Expense Dynachart's functionality has been restored.
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