Generate and share project status report automatically

From this version, you will be able to generate and share the project status report automatically and also via email. With this, the project manager will no longer need to worry about generating report individually for each project on the tracking dates. In the status report template, simply configure the recurrence and, in the project data, define who will be the users of the system or external users who will receive the report by e-mail. It is also possible in the status report to send the same by email without requiring scheduling.

 

 

 

 

See charts in project status report printing

In this version, the charts of the Planned, Rescheduled, Actual, Performance and Progress values of the printed version (PDF) of the status report were added.

 

Webservice to execute task

To facilitate the execution of tasks and allow the integration between systems, WebService has been added to perform project tasks. For more details about using this webservice, see the Integration guide.

 

WebServices to add and edit cost and revenue

Aiming to facilitate the addition and editing of cost and revenue and allow the integration with other systems, webservices have been added to add and edit the cost and project tasks revenues, project and program tasks. For more details about using this webservice, see the Integration guide.

 

Form in project data

In order for the project manager to be able to add additional information to the project data, from this version you can configure, through the project type, to fill out the form of the SE Forms. The forms can be completed during the planning, tracking and revision steps of the project.

 

Force to fill the result at the end of the project

From this version, it will be possible to configure, in the project type, the requirement to fill the Result section of the tasks and project data during the closing step. With this, the manager will have a complete overview of the results obtained in the execution of each task.

 

Hyperlink for project data from Analytics

Now it is possible to open the project data screen from the visions created through the SE Analytics analysis. When hovering over the ID # field, the system will display a link. That way, it is possible to navigate through the records easily and quickly.

 

 

Hyperlink for program data from Analytics

Now it is possible to open the program data screen from the visions created through the SE Analytics analysis. When hovering over the ID # field, the system will display a link. That way, it is possible to navigate through the records easily and quickly.

 

 

Associate indicators in project task

In the same way as the project, from now on it will be possible to associate indicators of SE Performance in project tasks.

 

 

History in the project and program report

The History item was added in the project and program report, thus allowing the manager to carry out the sharing and printing of the information that occurred in the project and program.

 

 

Allocate resources via web schedule

In order to eliminate the need to open the SE GanttChart tool and to make the resource allocation process faster, from this version you will be able to perform the allocations from the Web project schedule.