Book DemoQuick TourLatest Innovations
What's new in 12.1

PlanMill Release 12.1 available now!

 
What’s new in PlanMill Release 12.1 (September 16, 2009 ) 

PlanMill Release 12.1 comes with several new enhancements and major usability improvements, as well as addressing known and fixed issues.

CRM & social media

  • Actions – Set completed adds today as finish date, if no date is available at all
  • Campaigns – Allow your recipients to unsubscribe from your campaign with a single-click
  • Accounts – LinkedIn account profile available as a widget
  • Contacts – LinkedIn search & ability to save public LinkedIn profile
  • My Workspace - Twitter widgets can be added to My Workspace using custom parameters

    Note: To activate Twitter in PlanMill, go to  My workspace > Personalize. Under Select layout and add & remove your preferred frames, click for example, PlanMill – Twitter, then Save.

    To activate LinkedIn in PlanMill, go to My workspace > Accounts or Contacts > Personalize> Columns > Select columns > LinkedIn, then Save.

Absences

  • Support for shorter absence periods (e.g. hours) than one day in PlanMill Absence
  • Description fields added to absence forms
     

Requests

  • Support for Duty type field
  • Support for Estimated hours field when Performers tab used
  • Price type - When selecting price type to request/task only price types related to a currently valid price in request/task project’s price list are selectable
  • All preliminary, execution (=default), closed values added to project filter
  • Requests (summary) – Allowing various user roles to create New invoice or Cancel draft
     

Projects

  • Project information (status filter) - On hold value added
  • Tasks (status filter) - Open (1,2,3) value added
  • Tasks – Completed requests do not automatically change parent tasks status to completed
  • Revenues –(status filter) – In billing (1,2,3) value added
  • Revenue items & requests (summary) – Allowing various user roles to create New invoice or Cancel draft. Possibility to generate request-related draft invoices, giving flexibility and streamlines the billing process.
  • Tasks & Gantt chart – Show only parent tasks & Start from today filters added
  • Revenues (items) – Every 2 week billing period added
  • Projects tab – Late projects finish date highlighted as red
     

Finances

  • Invoice editor – Delivery history category related to PlanMill E-invoice
     

Indicators (5)

  • My indicators – My execution projects
  • HRM - All absentees this and next month
  • HRM - Billable utilization monthly rate by all company*
  • HRM - Billable utilization, TOP 5 persons by last quarter*
  • Sales - Opportunities win vs. lost rate analysis by month*

    *Note: Shows chart, list, and chart + list
     

Reports (2)

  • Report (Time & expense) - Earned vacations
  • Report (Other) – E-invoices analysis by month
     

Timer

  • Set start and finish times manually
     

Work schedules

  • User interface - Shows the scheduled amount change in real-time even before saving changes
  • Improved calculation of actual and remain related totals
  • User cannot schedule more hours than assignment has remaining (alternative user scenario, separate parameters required)
     

Open API

  • Get absences
  • Get timer and time list
  • Get project teams
     

User experience (list view)

  • Main column headline bold
  • Reset filters related default values
  • Select sort order
  • Improved performance in paged list views
  • Personalize – Support for icon related columns
     

Core services

Terminology updates (old vs. new)

  • Draft invoice –> New invoice (Uusi lasku)
  • Create draft from selected revenues -> New combined invoice (Uusi koontilasku)
     

New and updated documents 

General availability

  • PlanMill SaaS customers: 16.9.2009
  • PlanMill On-Premise customers: 1.10.2009
     

As always, we appreciate your product-related feedback. Please tell us what you think, write to info@planmill.com

 

Previous release