System Status

Definitive Pro Release Notes

Date	Version	Type	Title	Description of Change	Applicability
6/6/2022	v3.11	Enhancement	New Scenario Management Capability	Added several new features to enable portfolio managers to set and test scenarios in situations where decisions are sensitive to uncertainty and changing conditions. Scenarios can be created for: 1) Criteria weighting factors; 2) Discount factors (by year); 3) Cost forecast (set % increases/decreases by year; and 4) Optimization constraints and dependencies.	All customers
3/28/2022	v3.10	Enhancement	New Feature to Set a Home Page	Added a new feature within the "Manage Account" screen to select and set a different home page. The options include charts, dashboards, and lists associated with portfolios and decision models.	All customers
3/21/2022	v3.9	Enhancement	New Feature to Create Custom Charts and Dashboards	Added a new feature for users to be able to create a wide range of custom charts and graphs, and to configure custom dashboards.	All customers
3/14/2022	v3.8	Enhancement	User Notifications	Added a new feature within the "Manage Account" screen to set up a wide range of notifications. The notifications can be received immediately or nightly.	All customers
12/23/21	v3.7	Enhancement	New Alternative Scoring Option within a Single Browser Tab	Added a new feature to enable team members to score alternatives while reviewing the business case. This feature eliminates the need for team members to use two browsers or two devices to simultaneously review and score an alternative.	All customers
12/23/21	v3.7	Enhancement	New "Notes" Capability	Provided the capability for reviewers to record their notes in the business case. The facilitator can also set up an agenda for a team review, review team comments, and record new comments live.	All customers
12/23/21	v3.7	Enhancement	New "Governance" Tab	Added a new "Governance" tab to the business case. This tab provides the capability to assign key roles, set key milestones to reduce data calls, and improve reporting. Moved the "Project Manager" field and project health and status tracking to this tab. Added three new fields: Business Requirements Maturity (selection menu); Business Relationship Manager; and Planned Business Requirements Completion, and Planned Procurement Package Completion.	All customers
12/23/21	v3.7	Enhancement	New “Reports” Main Menu Item	Added a new “Reports” main menu item with the following new reports: Submission Status; Priority Scoring; Resource Dependency Hours Analysis (for select customers); Portfolio Recommendations; and Contract Actions.	All customers
12/23/21	v3.7	Enhancement	Enhancement to the “Resource Dependencies” and “Forecast” Tabs	Added the capability to use blended rates for “Internal Staff Labor $”, "Internal Contract Labor $”, ”External Staff Labor $”, and ”External Contract Labor $” to automatically calculate the dollars associated with staff and contract labor, to include resource dependencies. Added icons to the “Internal Staff Labor $” and “Internal Contract Labor $” cost pools in the “Project Phase” with hover over information regarding the resource dependency dollar amounts that should be included in the forecast: For Internal Staff Labor $ - “Include $XX to cover YY staff resource dependency hours.” For Internal Contract Labor $ - “Include $XX to cover YY contractor resource dependency hours.” For External Staff Labor $ - “Include $XX to cover YY staff resource dependency hours.” For External Contract Labor $ - “Include $XX to cover YY contractor resource dependency hours.” Added an “External Staff and Contractor” section and added the Acquisition Management (AQM) organization as a resource dependency.	Select customers
12/23/21	v3.7	Enhancement	Additional Filtering Options on the "Manage Alternatives" Screen	Added “FY Planned”, “FY Submitted” and “Completed” as configuration options.	All customers
12/23/21	v3.7	Enhancement	Screen Redesign	Redesigned all screens to use more icons and less buttons.	All customers
10/18/21	v3.6	Enhancement	New "Contracts" Tab	Added a new optional “Contracts” tab to the business case. This tab provides three tables to assist the user in assigning contract $ from the “Forecast” tab to one or more contracts. The first table at the top is read-only, and provides a summary of the contract $ on the “Forecast” tab. The middle table tracks the assignment of the contract $ and is decremented as contract $ are assigned. The third table is where the assignment of contract $ to one or more contracts is made.	All customers
10/18/21	v3.6	Enhancement	New "Location" Tab	Added a new optional “Location” tab to the business case. This tab provides the capability to enter an address or the latitude and longitude coordinates for a project. There is also a capability to select a location and look-up the address. Once the location has been set, it can be plotted on the map.	All customers
10/18/21	v3.6	Enhancement	New "Order of Execution" Report	Added a new “Order of Execution” report that produces a list of investments sorted by the “Submitted Fiscal Year (FY)”, the “Planned Fiscal Year (FY)”, and the priority score.	Select customers
10/18/21	v3.6	Enhancement	Filtering via Column Headers	Added a filtering capability to the “Manage Alternatives” screen, which lists all the investments and business cases. The filters in the column headers can be used in conjunction with each other to filter the list as desired.	All customers
10/04/21	v3.5	Enhancement	Two New Fields on the "Forecast" Tab	Added two new selection fields , “Project Manager” and “Acquisition Approach”, to the “Forecast” tab of the business case.	All customers
10/04/21	v3.5	Enhancement	Time-Phased Resource Management	Added a new optional capability to perform time-based resource management at the portfolio and enterprise-level. With this new capability, enterprises can now: 1) Enter the capacity of defined resources over time; 2) Allocate resources to each investment over time; 3) Analyze the resource bottlenecks using the resource heatmap; 4) Perform deeper analysis using customizable area charts and bar charts; and 5) Make resource adjustments and take corrective action to the timing of investments.	All customers
10/04/21	v3.5	Enhancement	Application Programming Interface	Made an API available to facilitate data sharing with project management and data analytic tools.	All customers