Celoxis 5.x - Release Notes

5.1.1 (16 May 2012)

Enhancements

1. New Wiki based help system is in place
2. New verify-password API function
3. Mouseover on task name in resource load chart, shows full path

1. The Login name and Email address now accepts apostrophe
2. A column 'Hours (Billable)' is added to project report which will show the total billable hours for the project
3. Columns : Cost (Fixed), Hours (Projected), Cost (Est, Non-labor) added to Task report
4. Operations in Task worksheet on IE9 more faster
5. The roll-up for Cost(Fixed) and EstMaterial Cost is now shown on Summary tasks

Fixed

1. Formula fields would be counted twice in case of parent-child relationship reports
2. Expenses with attachments could not be deleted
3. When task state is set to a non terminal state on the update progress screen the percent complete would continue to remain 100.
4. Video for interactive gantt chart
5. The process was not created/updated when a document was attached
6. The 'Cost' column in task-specific report did not show the cost correctly
7. Sorting was not done correctly in reports
8. The Projected finish date of a task was not shown correctly when allocation for the task was in hours
9. The redirection after clicking on 'Save + Add Another' when adding a client was not done correctly
10. Fixed the SSL error on old Gantt

5.1.0 (28 January 2012)

Enhancements

1. Interactive Gantt Chart
2. Support for all dependency types : SS, SF, FS and FF
3. Ability to attach documents to expense line items
4. Support for Internet Explorer 9
5. Support for customers writing their own login page
6. Allocation no longer restricts daily allocation to at least 1 minute

Fixed

1. Negative numbers would not be accepted in task worksheet custom fields
2. Legend was not shown for bar charts in some cases
3. Email notification was not sent to state manager when a process was created
4. Estimated cost of task was incorrectly calculated under some conditions

5.0.20 (20 December 2011)

Enhancements

7. New Charts : better space utilization, auto scaling on dashboard and fresh colors!
8. New date format: Dec-25-2011 while displaying dates.

Fixed

5. When approving time, time entries made on last day of the month, when 'Last Month' or 'Custom Date Range' was selected, was not shown.
6. 'Open' filter in process reports did not work correctly when multiple options were selected at once.
7. Although licenses were issued instantly, they would not work for certain time in some cases.

5.0.19 (1 December 2011)

Enhancements

1. Performance improvements.
2. Charts support numeric custom fields on axes.
3. Bubble charts now allows custom fields as radius and negative numbers on the axes.

Fixed

1. Total was not rounded up for hours entered on 'Weekly Time' screen.
2. Task’s time was incorrect when importing in Google Calendar for certain time zones.
3. Non administrative users were not able to see the date filter when approving time although they had privilege to approve time sheets.
4. When exporting the worksheet to Excel, the ID and Name columns were duplicated in certain cases.
5. Microsoft Project import made more robust to handle inconsistencies in Microsoft Project files

5.0.18 (14 October 2011)

Enhancements

4. Processes can be reassigned to any valid client in the project, not just the project’s primary client.
5. The ‘Clear’ button in HTML editor window has been moved after the ‘OK’ button on popular demand.
6. A column ‘Messages’ has been added to document reports. This shows the number of discussion messages in a document, if any.
7. Project code can now be used in grouping.

Fixed

6. While updating a task progress, the date of update would be saved as one day after, in certain cases.
7. Team members now are subscribed to the discussion started by the client depending on the project option.
8. Column total on the weekly time screen would not be rounded in certain conditions.

5.0.17 (21 September 2011)

Fixed

9. Import from Microsoft Project files now even more robust. Works around a number of their bugs.
10. Sum of custom fields in hierarchical report did not work correctly.
11. Display of task folders while adding document is now sorted by ID.
12. Improved worksheet security.
13. Some milestone tasks would not show up in milestone task reports.
14. Clients were able to subscribe project team members to a discussion started in a project.

5.0.16 (2 August 2011)

Added

1. Number of rows on the weekly time screen is now customizable.

Updated

1. Import & Export works with Microsoft Project 2010

Fixed

15. Non-project time filled by some one else was not visible to the user for whom the time was filled.
16. Expense code not showing the correct value on edit expense item screen.
17. Height of rows in task worksheet was sometimes more than required in Firefox.
18. Users would be logged out when a bug fix version was released.

5.0.15 (28 July 2011)

Updated

1. Task worksheet is now at least 50% faster and works on the latest browsers. It is recommended that you upgrade to this release at the earliest.

Added

2. “My Role” filter for projects. Users can filter out items based on their role in projects.

Fixed

19. Milestones can now be manually updated for tasks whose % complete is set to be calculated automatically from time sheets.

5.0.14 (21 July 2011)

Fixed

20. Performance Improvements
21. Clone project would require additional security than required
22. When project’s default percent complete method is based on time sheets, task’s % complete was not updated when effort was changed
23. Project Root was not showing up in configure apps

5.0.13 (14 July 2011)

Added

1. Added columns : Actual (Hours), Actual (Cost) to Assignment report. This makes it easy to compare planned versus actuals for resources
2. Better caching algorithm for workflow security

Fixed

24. Username and Password were mandatory even when SMTP authentication was set to none
25. Auto subscribe to discussions project option was always displayed to be ON

5.0.12 (12 July 2011)

Added

3. CSV import of processes - processes can be imported in projects as well as in process categories.
4. CSV import now supports custom fields.
5. Create and Clone API functions for projects, tasks and time entries returns ids.
6. Better validation for custom field values when submitted using API.
7. Security tokens have been enhanced for even better security. You will have to re-enter your iCal links generated in Celoxis.

Fixed

26. Cloning a project resulted in duplication of role assignments.
27. Change in client root did not delete role assignments in projects.
28. Start task event notification was sent 24 hours late.
29. Character set of report when downloaded as HTML was not set to UTF-8.
30. On the task worksheet, delete key in 'edit' mode deleted the task, not the text.

5.0.11 (6 July 2011)

Added

1. Time entry reports can now be rendered as charts
2. When auto-approve is set for time sheets, the submitter can edit their time entry

Updated

1. Task names are not truncated on the weekly time sheet screen

Fixed

1. A new process could be started in a project even though its application was not made available in projects

5.0.10 (1 July 2011)

Updated

2. Search algorithm improved - keywords appearing in summary have 5 times more weight than those occurring in the detail field for projects, tasks and processes
3. Major performance improvements

Fixed

4. Time sheet approval was slow
5. Due date in processes was sometimes a day off
6. Expense item date was sometimes a day off
7. Could not delete a discussion post that had an attachment
8. States were shown out of order on “Edit States” page

5.0.9 (23 June 2011)

Fixed

1. Downloading HTML version of a report multiple times returned the same file.
2. Rounding-off problem in “Incomplete Time Sheet” report.
3. Tasks that existed before adding work exceptions were not rescheduled in some cases.
4. Resources were assigned more work than allocated when multiple resources were assigned to a task with allocation in hours.
5. "New folder" action was not visible in project folder actions. This only affected customers whose account was created after 1st Jan 2011

5.0.8 (13 June 2011)

Added

1. Integration with new payment processor released.
2. Documents can now have a link that you can share with non-celoxis users. This will download the latest version of document.

Fixed

1. Performance update - if you are an on-premise customer and your Celoxis app hangs intermittently, you should update to this release immediately.
2. Replace resource on task worksheet resulted in error when the resource was replaced with “Nobody”.
3. Adding non-project time resulted in an error when notification was enabled.
4. Tasks in the My Events section showed incorrect dates on mouse over.
5. Document could be checked in by another user even when the document was exclusively checked out.

5.0.7 (1 June 2011)

New help center released integrated with the application. Both SaaS and On-Premise customers can now access the help center in a single click. The new help center will be the one place to track help desk requests, participate in forums, view documentation, view videos and more!

5.0.6 (23 May 2011)

Fixed

1. Column widths on process details page were not optimized
2. Poor worksheet performance in IE8 when number of tasks exceed 200
3. Project client would not show up in list of assignees for a process in certain conditions
4. Create task via email failed under certain conditions

5.0.5 (2 May 2011)

Fixed

5. Expand All/Collapse All remembered across pages

Added

1. Columns in Gantt chart view can now be customized
2. Added two functions clone-project and clone-task to the API

5.0.4 (10 April 2011)

Fixed

1. Expand/collapse state for some tasks was not remembered across pages.
2. Planned percent complete of projects was calculated incorrectly when its budget was left blank.
3. Clicking on the progress update count in the task attachments column, would not take the user to the progress update report for a task.

Added

1. Underline for hyperlinks for improved usability.
2. ‘Remember this report when accessing a project’ and ‘Remember this report when accessing a task’ functionality to reduce clicks. Users will directly be taken to the report of their choosing.
3. Improved logging of SQL queries. It will now be easy to identify performance issues for on-site customers.
4. ‘Download Debug Bundle’ functionality that downloads a zip file that can be sent to our support team. This is a convenient way to send log files and configuration information and will reduce the resolution time for support queries.
5. SaaS users can manager their user accounts without having to log in using the special administrator account, even after their account is locked due to license expiration.

5.0.3 (28 March 2011)

Fixed

1. Users imported via CSV did not inherit creators’ favorite reports, dashboard and date settings.
2. CSV export of currency and numbers included grouping separators but this caused Excel to misbehave in certain locales. Numbers and currency fields now do not have grouping separators.
3. Activity Log Report on Microsoft SQL Server reported errors

Added

4. Expand/Collapse of task nodes is remembered even in reports
5. Completed tasks are now shown in light gray for visual separation in reports.
6. ‘CC Project Team’ option while updating task status is remembered as a user preference.

5.0.2  (15 March 2011)

Primarily a bug-fix and performance enhancing release.

Fixed

1. The Project Billing Rates page crashed when any of its time codes was archived
2. Incorrect date on update progress / fill time screen for timezone Australia (NSW)
3. User cost rate not considered in the estimated cost calculation for a task if it had no time entries and rate was added after creating that task.
4. Some emails (e.g. task update, new task) could not be handled when plussed addressing is disabled.
5. If user A does a time entry for user B, user A’s cost rate was considered.
6. Column T : Amount (Actual, Billable) did not account for billable expense for that task.
7. Saving a custom field of type numeric for some processes resulted in error.
8. Editing a time entry via mobile interface resulted in error.
9. When a project had no tasks, sometimes adding a new task did not work.
10. Dashboard slowness on some browsers. Note that dashboard drag-n-drop functionality has been removed.
11. Error while installing app as a windows service some times resulted in error. The service.bat file for 32-bit and 64-bit OS is now automatically picked up during service registration.
12. API returned incorrect error message when a non-admin user accessed the API.
13. Application lockup with error message - Could not retrieve connection info from pool.
14. Import of client accounts from CSV did not work in some cases
15. Task worksheet did not work correctly when decimal separator was a comma.
16. Download document versions returned the same version of the file

Added

1. Dashboard reports are now added to Mobile dashboard
2. The group by column spans to the multiple column till a column that is summable is reached in reports. This utilizes the screen space more effectively and significantly improves report layout.

5.0.1 (2 February 2011)

Primarily a bug-fix and performance enhancing release.

5.0.0 (25 December 2010)

Major release after version 4.5. It has numerous enhancements and behavioural changes since 4.5. Customers are advised to go through these changes carefully before upgrading.

Menu

1. Project and Task menu merged into a single Projects menu for simplicity
2. One click access to favorite reports from the menu.

Dashboard

1. Quickly reorganize dashboard sections using drag and drop.
2. Adjust the width of the two-column layout to suit your needs.
3. View any report on your dashboard
4. Download any report in various formats directly from your dashboard

Departments

1. Group users and projects into departments for easier management and security.
2. Users can be assigned specific roles in specific departments

Project Management

1. New Portfolio Management functionality to analyze projects.
2. Speed up multi-project creation by importing from CSV file.
3. Project Activity Log report provides quick updates on happenings (task updates, document uploads, discussion posts, etc) in a project.
4. RSS feed is available for activity log. So you can get project news directly in your browser or news reader (no need to access Celoxis!)
5. All project specific views like task list, Gantt, documents etc. are now reports. You can customize them or create your own.
6. Support for multiple managers and clients per project.
7. Users can be assigned specific roles per project. E.g. Joe can be a Project Stakeholder in Project A but be a Project Viewer in Project B.
8. Alert when two or more users attempt to edit a project's worksheet at same time.
9. Concise project information bar indicates critical project information like % complete, on-time/delayed, etc.
10. Disable features functionality has been removed.
11. Old Gantt chart support has been removed.
12. Full time zone support - scheduling engine takes into account the time zones to calculate task start and finish dates.
13. New project specific options

1. Auto start all successors when a task is complete.
2. Enable / Disable email notifications.
3. Always assume this project is on time and budget.
4. Auto subscribe all team members to new discussions.
5. Default % Complete Method for task per project.

Tasks

1. Effort based scheduling with new planning options - Fixed Effort, Fixed Duration and Fixed Units.
2. Support for As Late as Possible (ALAP) constraint.
3. Enhanced resource allocation screen with what-if analysis - lets you know before-hand whether your allocation will cause a conflict.
4. Inter-project task dependencies. This is also depicted in Gantt charts.
5. Speed up task creation by importing from CSV file.
6. Create and update tasks by email.
7. Exception work hours. Need to work on the next two weekends to complete a critical project? No problem. Enter work hour exception and Celoxis will automatically adjust task dates to reflect this. You can specify partial/full work/non-work hours for individual users or all users at a work location or the entire organization.
8. On the task worksheet you can a resource to multiple tasks in one go.
9. Dependency syntax has changed : 9/-3d,10 should now be written as 9[-3d],10. This was mandated because of localization support.
10. Resource allocation syntax has changed : Joe/50%, Mary/25% should now be written as Joe [50%], Mary [25%]. This was mandated because of localization support.
11. You can specify allocation for a task either in hours or % but not both at the same time. This was mandated because of the new planning options that automatically grows or shrinks task attributes.

Timesheets

1. New simplified weekly time entry screen significantly reduces mouse clicks.
2. Users with administrator privilege can now fill time for other users.
3. You can speed up time entry by copying previous week's tasks and/or time entries to current week.
4. Non-project time functionality.
5. Approve time screen displays Pending, Approved and Total hours of users for convenience.
6. Bulk approve time entry screen can be filtered by user.

Calendar

1. iCal export: See your Celoxis calendar in Google Calendar, Outlook or any other iCal viewer.
2. User with administrator privilege can create events for other users.
3. New enhanced repeat options for events.
4. Working/Non-working option allows user to indicate whether they are available for regular work during the event. Tasks will be scheduled taking this into consideration.
5. Users can now enter partial day off-time.
6. You may now specify holidays per work calendar thus allowing you to setup location specific holidays.
7. Holidays can now be marked as recurring just like any other event.

Forums

1. Forums have been renamed as  Discussions
2. Single forum per project and company simplifies forum management and participation
3. Users can now directly subscribe to discussions instead of forums.
4. A discussion inside a project can be marked as Client Shared if client participation is desired on that discussion.

Reports

1. Majority of columns are available in group by and sort by options
2. Improved date range filter - you can specific relative dates like "This Month" or even custom patterns like "-7d to 14d" which means 7 days ago to 14 days hence
3. Advanced filter options like - less than, contains, starts with etc.
4. Prompt-able filters are available in output enabling you to quickly view report for other options
5. Reports are now paginated to reduce load times
6. Sorting is now possible in ascending and descending order.
7. You can take actions on lists directly from the report - for example - you can request progress updates on all tasks directly from your task report
8. You can create pie, bar and bubble charts even using custom fields
9. Drill down charts (Pie, Bar, Bubble ) enables you to quickly view details and you can take action from there too!
10. Charts can be saved as an image for easy sharing or embedding in other documentation.
11. Users can now create personal reports. However security policies are automatically applied to ensure that users can only view authorized information.
12. Share reports with users within the same department or across departments
13. Each user can customize the report output (group/sort/columns) even on shared report. This allows maximum flexibility as users can save time by sharing reports but also personalize the output to suit their individual needs.
14. Share reports with clients too! You control how much or how little they see.
15. Reports are now grouped under relevant heads to make it easy to locate when there are hundreds are reports.
16. Resource utilization chart is now available as a report.

1. You can add your custom filters just like any other report
2. You can view free and total hours per user
3. You can set exception working/non-working time directly from here
4. Column headings are frozen so they remain intact as you scroll down a big list
5. You an view resource utilization chart directly on dashboard like any other report

Mobile Interface

1. Access Celoxis from your iPhone, Android, Blackberry or any other mobile that has a web browser.
2. Create project/task
3. View projects, tasks, workflows, documents, discussions, etc.
4. Upload/Download documents
5. Update task progress
6. Request task progress
7. Mark task as complete
8. Participate in discussions
9. View reports including charts!
10. Fill weekly time
11. View Calendar

Workflow

1. Workflow processes can now be moved from one Project to another and from one Category to another
2. Can permanently delete Application and Process type
3. Workflow reports now identical to Project Management reports
4. Workflow reports can be downloaded as CSV

Client Management

1. Client hierarchy behavior changed - In version 4.5, if P was the parent of C, then it meant C reports to P, now it means P contains C. This is more intuitive as indicated by most of our customers.
2. Simplified client sharing. Share any document or discussion with client - no special client folder/forum - just mark it as client shared.
3. Shared reports will be available on client dashboard.

Email Notifications

1. Notifications for generic users.
2. Generic users can update task progress and time via email.

Administration

1. New support for YYYY-MM-DD date format while entering dates, especially useful to our Scandinavian customers.
2. Locale specific number formatting.
3. Company settings page simplified.
4. Time Zone settings moved from individual users to work calendar making it easier to manage multi-locations.
5. Speed up user creation by importing from CSV file.
6. Speed up client creation by importing from CSV file.
7. Name, Middle Name and Last Name are merged as Name for users, clients and contacts.
8. Task security simplified - contained items don't have individual security by inherit those of the task - in short, if a person can view a task, he/she can view anything that is inside the task.

Platform Support

1. Added support for Postgresql 8.4 & 9.0
2. Added support for Google Chrome
3. Added support for Safari 4+ on Macs
4. Removed Support for Internet Explorer 6 & 7