See also:

Release Notes: Version Overview Release Notes: all Database Versions Release Notes of individual database versions: DB 39.5.16 / DB 39.5.15 / DB 39.5.14 / DB 39.5.13 / DB 39.5.12 / DB 39.5.11 / DB 39.5.10 / DB 39.5.9 / DB 39.5.8 / DB 39.5.7 / DB 39.5.6 / DB 39.5.5 / DB 39.5.4 / DB 39.5.3 / DB 39.5.2 / DB 39.5.1 / DB 39.5.0

Version DB 39.5.10

Application

Features

• General
  • Added Project Overviews and Program Overviews to the PLANTA Standard role Management 01100228 (demo user R47).
  • Changed the notation for names from last name, first name to first name, name throughout the system.
  • Work reporting of already closed projects and tasks will now be displayed now in the Work Reporting module They cannot be edited manually and cannot be edited.

• R41
  • Implemented the PowerPoint Export in the Status module. The export is started by the push of a button to a previously created PowerPoint template.
  • In the Status and Status Report modules, the Risk and Opportunity fields will be displayed in the colors of the area in the risk or opportunity matrix in which the risk or opportunity is displayed red, yellow or green by means of its weighting and probability of occurrence.
  • Adjusted the rights for creating work reporting for stakeholders via the Project Core Data module. Stakeholder without modification rights are only allowed to create work reporting for themselves.
  • Added a total line in the SAP WBS module, in which the values of all SAP WBS elements are summarized on top level. The element values located in the structure below are summarized on top level and, thus, are indirectly included in the total as well.
  • The checkbox of the Status reports: collective creation parameter in the Check Status Report Creation and Project Applications module can now be edited.
  • The period for searching planning objects for which the checkbox of the Status reports: collective creation parameter is activated and for which no status report has been created yet, will now be directly defined in the Check Status Report Creation and Project Applications module.
  • Added the Quality Gates module variant in the Schedule module.
  • In the Resource Plan module, the Distribute effort button has been implemented in order to standardize the distribution procedure.
  • When copying a schedule to a new project, notes from the template schedule are copied now as well.
  • A dialog module has been implemented which is displayed when a resource attempts to deactivate the Resource being planned checkbox and outputs a list with all projects and tasks the resource is planned in.
  • The layout of the Budget module has been improved (the base variant has been streamlined, areas have been separated more clearly, global parameters have been hidden, column alignment has been optimized).
  • In the Further ... module, a module variant has been implemented which enables you to individually define which modules are to be loaded by the default setting when the Project panel is opened.
  • For the Inform project manager function in the Critical Projects module, the option to only send messages to project managers of selected projects has been implemented.
  • In the Deviations module, comparing reports are now offered for selection in a dialog module which enables better handling of the report list.
  • Conversion Factors module
    • Implemented a message when deleting conversion factors whether they are really to be deleted.
    • The last available item in a conversion factor can not be deleted, as a conversion factor needs to contain at least one item.
    • It is not possible anymore to delete all the conversion factor items. When trying to delete all the conversion factor items, a noting message will be displayed.
  • Removed all the deviation model parameters from Start 1 deviation to End 5 deviation from the Model and Model ParametersMOD009A0U module as they are not used anymore.
  • Improved the performance when deleting a project.

• R50
  • Removed the save prompt about whether to copy a template into the Documents module.

• R60
  • Improved the layout of the Budget module (optimized visual separation of areas and column alignments).
  • Added the Quality Gates module variant in the Schedule module.
  • If, in the opened project list, a project is detached from the portfolio assignment, it is displayed immediately after updating the project list in the program.

• R70
  • Revised the Portfolio component completely. Implemented new modules, rebuilt existing ones. Adjusted the workflow to the one of a project.
    • Replaced the Portfolios (MOD0099FF) module by the Portfolios (MOD009CSD) module. Moved the charts to the new Info Board module and improved the performance.
    • The Portfolio module has been replaced by the Portfolio panel. Existing functionalities have been distributed to new modules and have been extended. This includes the following:
      • Dashboard: displays critical planning objects and offers the opportunity to create and edit a watchlist.
      • PortfolioCoreData: Portfolio basic data, cost type group administration, quality gate template selection, stakeholder selection and administration
      • Planning Objects: Overview over planning objects with the option to add new planning objects or delete existing ones from the portfolio.
        • The portfolio manager can add his own estimate of a planning object in addition to that of the project manager in the Planning Objects and Status modules.
      • Budget: contains the portfolio budget data. Editing per period can be done in the separate Edit Period module.
      • Quality Gates: provides the option to assign quality gates to planning objects as well as the check of the quality gate status per planning object.
      • Status: as starting point for creating new status reports and as overview over already created status reports.
      • The new Info Board module contains numerous portfolio related diagrams for the visualization of the portfolio development in different areas. Integrated the functionalities of the old Portfolio Analysis, Scoring module into the new Info Board module.
        • In the Info Board module, a message has been implemented, indicating that the selected portfolio does not contain planning objects which occurs when you try to open a report module (e.g. Projects by objective contribution and risk value) which does not contain any data due to missing planning object assignments.
      • Risks/Opportunities module: displays risks and opportunities of all planning objects assigned to the portfolio in graphic and tabular form.
      • Documents: provides the option to assign documents to the portfolio and to administer them.
      • Change Requests: displays the change requests of the planning objects assigned to the portfolio.
    • Implemented a new simulation in the portfolio:
      • The new Simulations module is a starting point for the creation of new simulations and displays an overview of already existing simulations and road maps.
      • The Simulation module offers the opportunity to edit a simulation and to define it as a roadmap.
      • A simulation or road map can be exported to a previously created PowerPoint template by the push of a button.
      • Utilization Simulation displays the utilization of one or several departments of which the resources are planned in the planning objects of a portfolio.
    • Added the Check Status Report Creation and Project Applications module to the Portfolio role in the Administration work area.
    • In the Portfolio Manager object right, requests will now be considered.
    • Renamed module MOD009BBI Projects by Objective Contribution and Risk Value (previously Projects by Objective and Risk Contribution).

• R90
  • Using PLANTA link, web services are available.

Bug fixes

• Work Reporting
  • Fixed the problem that tasks were not displayed at all or that sporadically the wrong tasks were displayed in the Reporting Hours Worked module when selecting an overhead cost project.
  • Fixed the problem that the Task listbox in the Reporting Hours Worked module did not show any data.
  • Fixed the problem that reported hours worked were saved when data was partially entered in the Reporting Hours Worked module but the saving prompt was answered with No.
  • Fixed the Python error message which occurred in the Reporting Hours Worked module when trying to report to the tasks in which the resource was not planned directly.

• SAP WBS
  • Fixed the Python error message which occurred when deleting SAP WBS elements in the Create SAP WBS Elements module.
  • Fixed the problem that in the SAP WBS module the task values were summarized incorrectly on SAP WBS level.
  • Fixed the problem that in the Effort module variant in the SAP WBS module cost resources and their values were displayed as well.
  • Fixed the problem that in the SAP WBS module the budget field stemmed from the wrong data table.
  • Fixed the problem that the internal STRUC task was displayed in the SAP WBS Elements to Tasks module.
  • Corrected the incorrect message which occurred when trying to delete WBS element assignments that have already been considered in a status report.

• Reports
  • Fixed the problem that additional fields were displayed when zooming in the Budget and Costs per Portfolio, Project, and Year module.
  • Fixed the Python error message which occurred in the Remaining Effort and Costs module if you deleted the grouping value and clicked on the Refresh button.
  • Fixed the problem, that when grouping by type in the Budget, Costs, and Revenues (Delta View) module the grouping name was not displayed
  • Fixed the problem, that in the Resource Load Per Month module the technical project ID was displayed instead of the functional one.
  • Fixed the problem with the error message when opening the effort charts in the Status Report module. See also Work Around.
  • Fixed the problem that after groupings have been deleted and the display was refreshed a cost code record was displayed in the Remaining Effort and Costs module anyway.

• Administration
  • Fixed the problem that an error message was output when trying to import holidays to the Calendar module without having selected a German bundesland. Now, an error message will be thrown.
  • Fixed error message when pressing the Start button in the Resource ID Change module.
  • Fixed the problem, that after filling Left on, the End period was filled with the same date, also if a date < than that in Left on was entered in the End period.
  • Fixed the Python error message in the Resource Data Sheet and Resources modules which occurred when attempting to change periods of the resource which contained no resource calendar. Now a messagewill be thrown at this point indicating that the resource calendar must be filled before periods can be changed.
  • In the Resource Structure module, the Left on column was deleted and hence the error message caused by this column has been resolved.
  • Fixed the Python error message in the Risk Checklist module which occurred when clicking on the Refresh risk values or Reset risk values button in a new risk checklist which does not yet contain risk queries yet Now a message will be thrown indicating that no risk queries have been created yet.
  • Fixed the Python error message which occurred when trying to delete new empty records in the Portfolio Listbox Values module.
  • The Python error message which occurred in the Objective Evaluation Criteria module after adding a new evaluation criterion line and clicking on the Refresh button.
  • When executing the Fast Creation of Employee Data the DI026601 field will not be filled anymore. DI026601 will be removed with database version DB 39.5.12.
  • Fixed the problem that the Attribute name and Filter criterion listboxes in the Object Filter Request module did not show any data.

• Project/Program/Portfolio
  • Fixed the problem that hours worked could not be reported via the Project Core Data module when the person concerned have not been planned in the project yet.
  • Corrected the PDF display of portfolio status reports and adjusted incorrect page breaks.
  • Fixed the problem that process steps in the From plan to project process model had no focus.
  • Fixed the problem, that it was possible to report from the Process Status module to the locked project.
  • Added the missing check of write rights in different project areas, e.g. when creating todo items, for the trend analysis settings, when editing todo items and when editing budget data in the Budget module, SAP WBS elements, etc.
  • Fixed the problem that liability values were automatically deleted on project level when rescheduling, if no values were available on yearly tranche level.
  • Fixed the problem that the info text in the dispatched e-mail was displayed in another format than previously in the Send Info module.
  • Fixed the problem that the % utilization field in the My Department and Resource Planning modules was not colored red if it contained the value 101%.
  • Fixed the Python exceptions which occurred when several global parameters for which particular input values are defined did not contain any values.
  • Fixed the problem that in the Process Status module the part string search on the process model name on the Process model field in the listbox did not work.
  • Fixed the Python error message which occurred in the Resource Plan module when attempting to assign resources via the dialog module.
  • Fixed the problem that for simultaneously running portfolios and programs, projects which had been deleted from the portfolio assignment were not immediately available for selection in programs, but only after Client restart.
  • Fixed the problem that the Task module was empty in particular constellations (e.g. when opening the module from a program) after pressing F7.
  • Improved the performance in the Todo Items module due to a change to the value range of DI051838.
  • Corrected the summarization of the Work parameter on department level for certain cases when the definition on sub resources did not meet anymore with the definition on the department resource.

Customizing and Technology

Features

• Changed the individual number range for @D variables , so that the variable numbers must now contain the customer license. For further information, click here.
• Implemented a check for all variable types which prohibits that variables with the same ID are created more than once. Exception: @D variables, as long as no DI has been selected and the record has not been saved, further variables can be created with the same ID. However, you have to consider that they are then incorrect in use.
• Added recursive relations to the relationship check in the Check Database Consistency module.
• Included the traffic light OLEs in the global settings, so that the changes of their values apply throughout the system. Furthermore, the traffic OLEs have been changed to Awesome font in the PLANTA standard. If you wish to use the old OLEs, the RestoreOldOLEs migration packet must be run.
• Extended the PLANTA Python Profiler modules in the context menu by two functions with which the module or data item of the current line in the customizer can be opened.
• Implemented a message which, when setting summarization type = 5 on projection data fields (DT411), indicates that this summarization type only takes effect if it has been set on the respective data item (DT412).
• Changed the value range type of DI010190 Action to PY.

Bug fixes

• Fixed the incorrect display in the Active parameter due to an incorrect value range.
• Fixed the problem that some SQL statements generated database inconsistencies for object protection fields in the following data tables: DT835, DT859 and DT861.
• Fixed the problem that the B_AddMissingIndexes migration packet failed when updating on MSSQL.
• Fixed the problem that the DeleteStandardConstraintsAfterDBImport migration packet failed due to non-deleted data.
• Fixed the problem that when using the Fast Creation of Employee Data module the transfer was not carried out completely, resulting in inconsistent data.
• Inserted a value range on the Entity name parameter which prevents invalid entries from being saved in the data field.
• Fixed an error in PLANTA link which caused not only data of the last export run to be saved when repeatedly exporting the same data, but data of all export runs, so that the same data existed multiple times in the file.
• Fixed an error in PLANTA link which enabled the columns of an exported CSV to occur multiple times.
• Fixed the problem that when repeatedly importing the SAP structure the existing elements were not updated correctly.
• Fixed the problem, that when creating new data fields in the Data Areas module, the data field behavior was always set to "i2", although the default setting was "i".
• Fixed the problem, that in the User's Module Variants module, unsaved changes were saved without prompt/confirmation when closing the module or pressing F7. Now, a prompt will be thrown.
• Fixed the problem that the ShowConcurrentDAPos migration packet of each of the modules in question logged twice.
• Removed the option to insert new records and define several favorites in the User's Module Variants module.
• Fixed the Python error message which occurred when attempting to run an empty configuration.
• Fixed the incorrect SAP plan costs export interface template.
• Standardized different lengths of the Manager ID and Manager name data items in different data tables.
• Fixed the problem that the Global Variables, Dynamic Variables and User Variables modules were emptied after refreshing via F7 or via the refresh button.
• Fixed the Python error message in the Object Use module which occurred when attempting to open an SQL statement while another one was still running.

Migration Packets

Category	Packet name	Function	Type
Mandatory packet	MoveDeviationOutOfScheduling	Deletes the DI001296 and DI001177 columns from the database which were before calculated by scheduling as the corresponding DIs are virtual now.	Feature
Help packet	RestoreOldOLEs	Changes the symbols of the traffic light OLEs to the previous design used up to DB 39.5.9.	Feature
Help packet	MigratePortfolioWorkAreas	Replaces the former 0099FF multi-portfolio board module by the new 009CSD module in case it has been assigned to an individual work area on part of the customer, since in this assignment the module cannot be replaced during the update.	Feature
Help packet	ChangeDiOfDtByDdiBackgroundHeadersPortfolio Revert_ChangeDiOfDtByDdiBackgroundHeadersPortfolio	ChangeDiOfDtByDdiBackgroundHeadersPortfolio replaces the values in the Dis by means of a predefined list within the migration packet and creates the Revert_ChangeDiOfDtByDdiBackgroundHeadersPortfolio migration packet to be able to reverse these changes again.	Feature
Help packet	ShowConcurrentDAUsages	Logs modules with multiple data area assignment which prevents a module start.	Feature
Mandatory packet	FillColumnType	Fills the column type for all DIs of the current license which do not contain a column type.	Feature
Mandatory packet	CreateUserModuleTable	Creates DT 170 User/module data table with the parameter of which the individual loading of submodules can be controlled.	Feature
Mandatory packet	ExtendColumnResTitle	Extends the maximum number of characters for the DI001275 Resource name field to 200.	Bug fix
Mandatory packet	AddPortfolioChanges	Adds real columns which are required for the new portfolio modules.	Feature
Mandatory packet	EnableDT280PrimaryKey	Activates the primary key constraint of data table DT280 that is required for further migration packets which create the foreign keys for this table.	Feature
Mandatory packet	PortfolioSimulationColors	Initiates project colors for the new portfolio simulation.	Feature
Mandatory packet	PortfolioSimulation	Adds required columns for the new portfolio simulation.	Feature
Mandatory packet	SetPortfolioDefaultPicture	Sets the portfolio logo as default image for already existing portfolios.	Feature
Mandatory packet	AddPortfolioManagerEstimation	Adds real columns that are required for the new project estimate of the portfolio manager for projects in his/her portfolios.	Feature
Mandatory packet	UpdatePersonNames	Changes the notation for names from “surname, first name” to “first name surname” throughout the system.	Feature
Mandatory packet	ExtendPSPPool	Adds further columns to the pool table of the SAP WBS interface template.	Feature
Mandatory packet	AddQualityGateColumns	Adds real columns that are required for quality gates.	Feature
Mandatory packet	ChangeSAPPSPElementCalculation	Adds and removes real columns in the database corresponding to the changed SAP WBS calculation.	Feature
Mandatory packet	CreateTableSapPspAae	Adds new tables and columns to the database for further SAP WBS elements.	Feature
Mandatory packet	AddSapInterfaceColumns	Adds time and structure fields in the database for the SAP WBS interface.	Feature
Mandatory packet	CreateStakeholderPortfolioTable	Creates new tables for portfolio stakeholders.	Feature
Mandatory packet	FixPSBDefaultValue	Changes the standard value of DI062362 Display PSR to 1.	Feature
Mandatory packet	ExtendColumnReportTitle	Extends the field length of DI008702 Report name to 100 characters.	Feature
Mandatory packet	SetParallelSessionsToDefault	Sets the default value for the number of parallel sessions to 3.	Feature
Mandatory packet	ZZZSetDatabaseVersion	Sets the database version to 39.5.10.	Feature
Mandatory packet	CreateWebInterfaceTables	Creates new tables for web interfaces.	Feature
Mandatory packet	SetINITRANS	Changes the INITRANS parameter of all active database tables to prevent ITL shortage deadlocks in Oracle databases.	Bug fix