by Nora Bok
Published on 06/05/2024Updated on 03/10/2024
Our highlight feature of the new release 11.1.0: a flexible filter option by investment status.
Previously, you could display investments that were either “Approved” or “Not approved” via Settings > Visualization. With the new release, this filter option is replaced by a more intuitive and flexible filter, the “Utilization filter by investment status”. Benefit from an optimized overview of your resource utilization.
Previously, you could enter your own login name via resource fields such as “Investment manager” or “Resource manager”. With the new release, it is now possible to set directly the “Current user” via the button instead of the name. When you log in or load the view, the current user and the associated investments and resources are now always displayed.
If you switch between views and the data is the same in both views, the page is no longer reloaded. The system also checks whether the top and bottom views are identical in the view by investment and only reloads if necessary.
Investments that have already been expanded remain open when the view is reloaded. The investments also remain open when switching to another view that already contains open investments. This makes it easier to find your way around the tool and provides an optimized overview of the investments.
When switching between two views, the size of the view does not change, resulting in improved and more convenient usability.
Users with specific admin rights can edit and delete the views shared with them under Views > Manage views > Shared. This additional function allows admins to correct access settings and delete superfluous views.
It is now possible to reset the original role via the context menu in both Allocation by investment and Assignment by investment mode. The “Unassign to effective role” function removes the resource or team from the investment and adds the effective role with the same assignment or allocation. If the role is already on the investment, another role is created.
This additional function in the context menu leads to more effective personnel deployment planning with the option of making changes quickly.
In the current release, when scheduling your resources or teams to roles, you have the option of selecting whether to allocate either the entire availability or only part of the allocation the so-called remaining availability to the resource or team. The allocation is differentiated as follows:
Replacement options:
In the latest version, skills are available as an additional column for the ” Allocation by investment” and “Allocation by resource” modes. Skills of a role can now be conveniently viewed and adjusted directly in the columns.
In addition to roles, you will also be able to filter by teams in future. The filter by teams works in the same way as the filter by roles: When filtering by All, all are displayed, Yes filters only for teams and No filters only for resources and roles.
You can also use the Resource type filter to filter by work, effort, equipment or material for a role or resource.
Release Notes
Do you want to further simplify your resource planning? We would be happy to advise you on the new options that itd Advanced Resource Planning makes available to you and upgrade you to the latest version.
Marketing Manager
New release: itd Advanced Resource Planning Version 12.0.0
The New itd Advanced Resource Planning Release 11.0.0 Is Available