Tracker Suite Version
5.1 Release Notes
Themes:
Technology
upgrade and usage of singular technology stack makes a more scalable and more
compatible Tracker Suite.
Ø
Focus on performance has made the
application faster and more scalable, it is now 25% faster with optional
time to load timers that can be enabled to troubleshoot slow networks.
Ø
Application has been moved to a single
technology stack to make it more manageable and less error prone with better
memory utilization.
Ø
Latest browser support for Chrome, IE,
Firefox, Safari, and Edge.
Ø Support for Web Farms and Clusters is added in the application so that it supports Load balancers.
Ø
New personalization options, drag and
drop to create the perfect one touch access to data.
Ø
Improved rich content management, with
rich text drag and drop attachment, better document formatting, and improved
messaging.
Ø
Meeting scheduler to easily schedule
teams and manage meeting agendas and minutes.
Ø
New form designer and workflow options.
Ø
Improved
work prioritization and resource management.
Ø
Improved
user experiences, including type ahead and more intuitive validation.
Improved Reporting Capabilities:
Ø
New Graphical Business Intelligence
Designer, with Bubble Charts, Pie Charts, and Bar Graphs available
Ø
A new report designer is introduced
with drag & drop support for easily designing reports and configuring them
Ø
New date categories introduced to
group report data for Year, Months, etc.
Mobile Support:
Ø
Application framework is upgraded to
provide support for IOS (IPhone) and Android based devices
Ø
Expense Tracker, Time Tracker and
Support Tracker are now configured for more mobile compatibility.
Salesforce Integration:
Ø
Integration with Salesforce is added
in Version 5,1 release. This includes a framework which allows both Import and
Export of data between Salesforce and Tracker Suite.
Ø
Integration is supported for Persons,
Projects, Support Requests, Customers, Contacts and emails.
Improved Security:
Ø
Special efforts are made across
application to improve security for various security threats.
Ø
Security Audit Support, logging user security
changes and tracking access history.
Ø
Special tools such as ZAP are used to test and fix any potential
vulnerability.
Application
Wide / Framework Changes
1. Application Architecture: Application
Architecture has been changed to support latest browser technology, including
Edge. The application is now compatible
with latest versions of all commonly used browsers such as Internet Explorer,
Chrome, Firefox, Safari, and Edge.
2. Backend Architecture: Tracker Suite is
now using the latest version of underlying architecture of Ext JS 5.1.3.
Changes have been made in the application so that the whole application is now
using one technology stack, which is Ext
JS 5.1.3. This has improved the following:
·
Memory
management is better, which makes the application run much faster
·
Improved
Performance
·
Faster
Rendering of Forms and Views
3. Security Improvements: Additional
capabilities have been added in order to make the application secure against
various kinds of vulnerabilities and threats. Framework is made more secure and
all modules are tested manually as well as with automated security testing
tools like ZAP.
4. Reporting Improvements: There has been
significant improvement in the reporting capabilities of Tracker Suite. The new
reporting tool is much faster and more scalable. Some major improvements
include:
·
Support
for graphs is added and users now have option to view reports as data list,
graph or both.
·
Report
designer is added in the reports that allow users to design and configure
reports. Drag and drop capability of report designer makes it very easy to use.
·
Date
columns now support displaying data and grouping data using different date
parts like Year, Month, and Quarter etc. which adds a whole new dimension in
how administrators can extract and report data from the system.
5. Salesforce integration is added in Version
5.1 release. This includes a framework which allows both Import and Export of
data between Salesforce and Tracker Suite. This allows users to map Tracker Suite
entities with Salesforce objects and map Salesforce fields with Tracker Suite
fields. It also handles conflicts if data is changed on both sides. Users can
also configure if they want to delete/remove data on import/export.
6. Salesforce integration currently
supports import/export of data between the following objects:
·
PersonßàUsers
·
ProjectßàCase
·
Support
RequestßàCase
·
CustomerßàAccount
·
ContactßàContact
·
EmailßàChatter
7. Custom Grids: Support for custom grids
is added in the system. This allows users to configure and add grids on
different forms if they want to store some extra information in tabular format.
8. Google and Outlook style type-ahead
feature is added on Email Notification dialog that allows users to easily
add/remove recipients of emails.
9. A new dialog is added on email
notification that opens on To, CC, BCC links that allows to search and add
recipients. This new dialog supports drag and drop capability to make it more
user-friendly.
10. Support is added in application to
support Web Farms and Clusters to support enterprise implementations where
clients want to use multiple servers for application deployment to achieve
optimum performance.
11. New version of Tracker Suite allows
users to move codebase and custom fields from one tab to other. This allows
administrator to group and reorganize information based upon their requirements.
12. Time to load functionality is added
for all views and forms. This allows the user to see exact time taken by views
and forms to ensure that the application is running in an efficient manner.
13. View framework is enhanced to support
grouping and sorting date columns. Previously the date column was treated as
text, and had not been sorted and grouped properly.
14. New attachment control is now
available across application that uses new interface and comes with drag and
drop capabilities.
15. Upgrade process is changed to create
new menus added in the system under upgrade links with under proper categories.
This allows administrators to easily expose new features in their
organizations.
16. View Improvement: View designer option
is added on all the views that allow users to add/remove columns and using drag
and drop capability to rearrange them as per their requirement. They can then
apply all changes at once, when view design is finalized.
17. View Improvement: Users now can
specify to include a certain column in searches even if that column is not
visible on the view itself, using new view designer functionality. Similarly
they can also exclude certain columns from search criteria even though column
is visible on view.
18. View Improvement: context menus are
added on views that allow users to select records and export/print/email
selected records using right click making these features more accessible.
19. View Improvement: Export to Excel
option is improved to support latest security changes provided by Microsoft in
new versions of MS Office.
20. Custom field framework is improved to
get rid of issues that were raised with re-using some of existing custom fields
and deletion of fields. New framework is more robust and allows efficient
use/re-use of custom fields.
21. All of the web service calls are made
to run in Asynchronous mode that helps to improve overall performance of
application.
22. System now supports selecting records
across pages on picklist dialogs. The selected values are retained / checked as
well if a user reopens the picklist to change certain values.
23. System now allows redistributable
collections. It allows defining collections when application is distributed.
Users have the option to customize those collections as per their requirements.
There is an option to restore/revert to default settings if required.
24. Five Text, Number and Date custom
fields are now supported on Keywords form and views that allows linking
additional information with keywords defined in the system.
25. Close button is now added on User
Desktop, Project Desktop and Program Desktop facilitating easier navigation.
26. A progress bar is added on all forms
that show up when the form is being loaded to give user an indication that the system
is busy.
27. New navigation icons are added in
navigation bar that are bigger and colorful that make them standout and easy to
use.
28. Person name change functionality is
re-written that updates person name in all modules using a job that runs in
asynchronous mode. This resolves previous issues related to name change process
across application. A new view is also provided under utilities (personnel
tracker) menu that lists history of name change updates and allows retrying any
failed/partial update.
29. System now allows users to add their
private views in Widget Desktop.
30. A new feature is added in the system
that allows users to rename various tabs in collections to suit their needs.
These changed names will be saved for subsequent usage when they reopen it.
31. Users are now allowed to drag
shortcuts from Folders back to the Desktop and from Desktop to the folder.
32. Captcha is implemented on Forgot Login
and Forgot Password pages to make these pages secure.
33. System now records login and activity
history of users. A new view is added under Personnel TrackeràUtilities that shows users who have
accessed the system ordered by their most recent login attempt.
34. View framework now shows custom fields
on Filter popup allowing users to filter/search on their views on these custom
fields.
35. System now provides importing keywords
from an Excel sheet into the system as part of our Excel Import.
36. While creating a new record, system
highlights the required field automatically in blue so that user knows which
ones are mandatory fields. Previously they would only get indication of
required fields when saving the document.
37. Bigger and better looking Task Bar is
added in Tracker Desktop to increase usability for end users.
38. Help icon is provided in taskbar so
that it is visible on first glance and easily accessible.
39. View framework options that were
available in edit menus are now provided in the context menu that opens when
you right click on views.
40. System now allows users to drag icons
from Desktop to Folders and back from Folders to Desktop.
41. A new home button is added on the
navigation bar across Tracker that minimizes all windows and takes the user
back to Desktop.
42. A new alert is added on desktop
informing user of unsaved changes on desktop in case a user
adds/remove/rearrange his desktop shortcuts.
43. System now allows administrators to
distribute shortcuts on desktop of their users by grouping them in folders.
These folders will be created based upon security privileges defined in Menu
Editor.
44. System now allows opening multiple
instances of the same menu option. For example, if a user wants to open
multiple projects, they can open the Projects View and open a project document.
System will now allow them to open another Projects View and navigate to
another project document. Previously, the system would only allow opening a
single menu option at a time.
45. More licensing options are added in
the system for better control of licenses of Tracker Suite modules.
46. A new job is available to send out an email
of licenses usage. This can be configured from company setup.
47. New style Ext JS based form is
designed for changing password when a user first receives a Welcome Email and
tries to access the site.
48. Administrators now have the option to
revert or restore the default notification templates that are distributed with
the application in case they had changed their templates and want to switch
back to default ones.
Expense
Tracker Module
Themes:
1. Expense report form is rewritten in
this release and the new expense report is much faster.
2. New expense report is available to be
used on iPhone and other android based smart phones and tablets. This allows
users to submit their expense reports on the move. It also allows the manager
to Approve/Disapprove them using hand held devices.
3. New orientation setting added on
Expense Tracker setup that allows user to select Landscape or portrait
orientation for print pdf functionality for expense report.
4. Expense Tracker now incorporates new
attachment control that provides better user interface and drag and drop
capabilities for attaching files.
5. New and better looking alerts/messages
are incorporated on expense report.
6. Expense reports now allow better
handling of reports that are submitted in International currencies with proper
validations and messages.
Meeting
Tracker Module
Themes:
A new Tracker Suite module has been
added to the application stack, Meeting Tracker. It allows users to schedule
meetings, add participants, and send out meeting invitations and reminders.
1. Meeting Tracker allows users to create
meetings, which can either be a single meeting or recurring with following
features:
·
Schedule
multiple occurrences
·
Add/remove
participants or invitees
·
Add/Update
meeting agenda for each occurrence
·
Add/Update
minutes of meetings
·
Add
action items and assign them to people
·
Link
meeting with Project and/or Tasks
2. These meetings can be listed on the Company
Calendar so that it is easy to identify conflicts and reservations of resources.
3. Meeting Tracker is integrated with
Project Folders that allows users to easily create meetings for the selected
project.
Payment
Tracker Module
Themes:
1. Copy check request functionality has
been provided as part of this release on the check request form.
2. A new feature has been added on check
request form that allows a user to type in vendor number and pressing the Fill
button populates all of the related fields.
Personnel
Tracker Module
Themes:
1. A new user configurable email template
is provided under Personnel Tracker setup that will contain a link to the Tracker
Suite site. This is in addition to the Welcome Email that is sent to new users.
2. When a new user is created, the system
automatically prompts if a Welcome Email needs to be sent to the newly created
user.
3. Display Name and Login names fields
are automatically calculated on the basis of First, Last Name(s) and Email
address.
4. Personnel Tracker views are
restructured to present data in a better looking and more logical way.
5. Licensing options have been added on the
person form for Project Tracker, Payment Tracker, Customer Tracker and Invoice
Tracker.
6. Licensing view has been updated to
list license usage of the Tracker Suite modules.
7. Option to perform a bulk update on
person records that are licensed to use these modules has been added under the
People Utilities. Administrators can use People Utilities to assign or revoke
licenses from people in bulk.
Project
Tracker Module
Themes:
1. Users now have the option to configure
what information they want to display in the splash column on Project Folders.
They can select between Planned, Budgeted and Actual hours or a combination of
these values.
2. Performance of the Gantt is improved where
only the data for columns that are visible on Gantt are included. This helps to
improve performance, especially on large projects.
3. New filters are added on Project
Folders that allow the user to set date filters easily using options like
Current Year, Next Year, etc.
4. Status reports are optimized to handle
large projects. Performance of this area has considerably improved with new
changes.
5. System now supports setting predecessors
when tasks are imported/added used WBS task templates.
6. Progress bar has been added to the status
report summary tasks to see overall progress at the summary level similar to
what we get on Gantt.
7. Type-ahead functionality has been
added to select customers when a customer is being linked to a project.
8. Added Edit Definition column that
opens project definition page for Manager and User Dashboard views.
9. System now supports adding new
projects from Master Inbox view.
10. Display of Project links has been
changed on the Project Folders view. Links are now clickable, and clicking
these links opens them in a new browser window.
11. Copy URL option is provided on project
documents. This allows users to copy the link of to a document and paste in an
email. This link can be clicked to open the document directly if recipient has
access rights in Tracker Suite.
12. Project Tracker now incorporates new
attachment control on all of its forms, which provides better user interface
and drag and drop capabilities for attaching files.
13. New cost columns are added in the PowerPoint
export produced by the Generate Portfolio Status button on Warning Dashboard,
as well as other Project Dashboards. These new columns include Budgeted,
Planned and Actual costs.
14. Check-in, Check-out, and Versioning
functionality is improved in Project Documents with better navigation and
messages.
15. Project custom tags have been added to
the document template form and these custom tags can be used to design document
templates.
16. A new Gantt style interface has been
added to the Task Form to create Sub-Tasks. It makes the creation and
arrangement of Sub-Tasks very easy and efficient.
17. Application now allows users to
archive the tasks that are no longer needed which will automatically archive
its associated team members as well. Previously, tasks would only get archived
when you will archive their parent projects.
18. An Archived Tasks view has been added
in the system that you can access to get a list of all the archived tasks.
Users can un-archive tasks from this view.
19. New Time and Expense Ledger Pivot Report
is linked on the Project Dashboard. Clicking this report link will run the
report that is pre-filtered for the selected project only and will show data
only for current project.
20. Progress bar has been added to give the
user an indicator on time consuming operations like Program Delete and Archive,
Project Delete and Archive. These
operations take a lot of time, as this process also deletes/archives all the
child documents like Tasks, Team Members etc.
21. A new feature has been added on the
task assignment window, which allows the user to pick an assignee from the team
member list of the project.
22. System now allows user to define and
customize an email template that will be used to send out task status update
notifications. A default email template is also provided.
23. Attachment control has been added to
the Project Form that allows users to easily attach documents to the project
using drag and drop option.
24. Program level widgets have been added
to list status reports and documents that are linked to the child projects for
the selected program.
25. New security changes are available in
Project Tracker that allows users to mark a project as private. User can
add/remove roles and people who will have access to these private projects.
26. Project health column is now available
on the Project Scheduler.
27. New node is added on Project Folders
to create meetings specific to the project. Users have the option to
add/edit/delete meetings from this easy to use tree view, with simple to use
context menus.
28. Change view option has been added on the
Task Board which allows users to switch back and forth between different task
views like WBS Gantt, Task Board, Task Calendar, and Gantt by Resource etc.
within a project.
Purchase
Tracker Module
Themes:
1. All Purchase Tracker forms, including
Purchase Request, Receiving Notes and Vendor Invoice are rewritten using the
latest Form Library and are now compatible with all commonly used browsers including IE, Chrome, Safari, Firefox, and Edge, and
support their latest versions. New forms now support features, such as:
·
Document
and Field Level Security.
·
Hide/when
and re-label of fields based upon Form Profile.
·
Locking
of data entry Grid Columns.
·
Configuration
of Custom Grid.
·
Workflow
section security - who can edit when a purchase request is in saved, awaiting
approval, and approved status mode.
2. All of these forms now incorporate
configurable grids that allow administrators to change/alter column orders,
visibility, column names, button titles, etc. to suit their requirements.
3. New purchase request related roles,
such as PR Buyer and Requester have been added to Vendor Invoice Form profile
security section. This allows the administrator to remove/grant various kinds
of access levels like read, edit, delete etc. for these roles.
4. New attachment control is incorporated
on all Forms that provides better user interface and drag and drop capabilities
for attaching files.
5. Hyperlink to Purchase Order has been
added to the Vendor Invoice Approval Email which allows approvers to click and
open the Purchase Order to review.
6. Added Other Proxy Approvers and Option
to Submit/Approve with comments for Purchase Request, Vendor Invoice, and
Payment Request.
7. The earlier Purchase Tracker Reports have
been converted to use the new reporting framework which allows users to easily
design and reconfigure the reports, using its very powerful report designer
feature.
Support
Tracker Module
Themes:
Support
Tracker forms and views have been revamped as a part of the Version 5,1
release. Some of the new features include:
1. A new tickets/support request tree has
been added to Support Tracker that identifies all of the tickets. If a user expands each
ticket, the user will see all of the linked information for that ticket
including:
·
Status
Notes
·
Emails
Users
have the option to add/edit/delete these items from the tree view. Intuitive
context menus are also added at each level to make it a very user friendly
experience.
2. Support Tree allows grouping tickets
in various categories. These categories include Requester, Project, SCBS,
Company and Assigned To, and Request Type. System also allows user to define
multiple level of groupings for better organization of support tickets.
3. Various Support Tracker processes like
ticket assignment, update status, mark complete etc. have been optimized to
improve the overall performance of Support Tracker.
4. Added “created by” and “modified by”
columns in the support request and provided these columns on the Support Tracker
Views for better auditing of changes made against a support request.
5. Views for Support Tracker are reviewed
and rearranged to provide information in a cleaner and more logical order,
anticipating most commonly used columns that a user would prefer to see upon
initial opening of the view.
6. System now allows a user to add
planned start and completion date on new support requests if the user tries to
assign it directly without submitting it.
7. New templates based email
notifications are added for support request submission and support request
deferral email notifications.
8. Update status column has been added on
support views that allow users to update status directly from view without
having to open the support ticket.
9. Users now have the option to update
status of their support tickets from their user dashboard making it easier to
plan their work.
Time
Tracker Module
Themes:
1. Load from resource plan button now
loads planned support tickets as well. Previously it was only loading planned
tasks.
2. Option to configure and create
timesheet for last period for first “x” number of days
3. Time Tracker now incorporates new
attachment control that provides better user interface and drag and drop
capabilities for attaching files.
4. Weekly Japanese timesheet option added
in codebase that users can select from the Person Document.
5. My Tasks, All Tasks options are added on Timesheet
project selection dialog. This allows users to easily pick tasks against which
they want to enter time.
Tracker Reports
(formerly Tracker Data Warehouse)
Themes:
The
Reporting Framework is completely rewritten and enhanced as part of the Version
5.1 Release. Some of new features include:
Ø
The ability to add graphs to a report
is available.
Ø
A new report designer has been
created, with drag and drop support for easily designing reports and
configuring them.
Ø
New date categories were introduced to
group report data for Year, Months, etc.
1. Reporting component is rewritten in Version
5.1, using the latest technology platform. This allows for faster reports that
can handle larger data sets than previously supported.
2. System now supports adding graphical
reports. Users have the option to view a report as Graph, or List. or both.
These graphs are configurable, using the graph settings button and users can select
between following graph types:
·
Bar
Graph
·
Stacked
Bar Graph
·
Pie
Graph
·
Tree
Map Graph
·
Multi-Level
Tree Map
·
Bubble
Graph
3. New reporting component also
incorporates a report designer. Report designer supports designing reports
using drag and drop capability. Users can perform the following functions on
the report designer, and apply all changes at once, when they are finished with all the required
changes.
·
Adding/removing
columns
·
Searching
on report column
·
Adding
totals on report
·
Configure
total by (double pivot)
·
Adding
and changing order of Groups, Add to Group (link/unlink)
·
Revert
changes if a change is made accidentally
4. New date categories have been added
that allow date columns to be listed and grouped on full date or date parts
like Month, Quarter, Year etc.
5. New reporting component allows users
to email report on the fly that sends current report attached as an excel
spreadsheet.
6. All dialogs that are shown on the
report component to add/remove columns, filters etc. now incorporate a search
bar that allows user to easily locate their required field.
7. Various buttons on old reporting
component are grouped together to give a sharper, cleaner interface to new
component.
8. Users now can switch to report profile
view from the report itself if they need to alter report profile provided they
have sufficient rights.
9. Fit screen button is provided in new
reporting component that adjusts width of all columns so that they are visible
on screen without scrolling.
10. Rendering of filter controls on report
is improved make better utilization of available space which gives more space for
report data.
11. Functionality to manage and add
computed fields to a report are now provided on Report designer making it a
central place to do any kind of changes to the report.
12. Functionality is added in the system
that allows users to drill down into graphs. This will open 2nd and
3rd level of grouping. This drill down will inherit groups form
report configuration and can go as deep as number of groups configured on
report.
13. A new column is added on Pivot Reports
and Pivot Report Profiles view that lists base Stored Procedure used to create
the reports. This allows users to see which reports are using same Stored
Procedure in the background.
14. Auto Run Report functionality is
added. Users can configure on Report Profile page if a report should run
automatically with default filters when it is opened without having to press
“Run Report” button.
15. Double pivot functionality is provided
on report designer. Users can now change the column on which 2nd
pivot will be created from report designer.
16. System now allows configuring table
name or module name next to column on pivot report profiles. Users will then
see this module name next to column name on report designer on which they can
sort to see and categorize columns on the basis of modules.
17. A new feature is added that allows
users to add Count of child records under a group to be displayed as a column.
18. New column is added on pivot report
profile page and views to populate and organize reports by Report Category.
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