3. Heads Up!? What's new in 6.7?
There's a number of new features you will want to take advantage of as soon as you install the new build.? Here's a brief list.? You will find more information and screen shots in the "New Features" link within ManagePro - to be updated by 11/17/04. (https://performancesolutionstech.com/mpro/updates/new_featuresAM.htm).
1. The Who button is now available for all managers with direct reports. Formerly that was only available to the database owner. Now all managers can use the Assistant view to easily address the goals, to-dos and upcoming events for each of their direct reports as well as a convenient tool for managing meetings.
2. Two tabs, Goals Due Soon and Overdue Goals, have been added as default tabs.? Note that they are filtered to only display those items for which the user is the "Lead Person".? Lead person status is designated by placing an Asterisk after the person's initials in the Who field.? This is to provide improved focus based upon differentiating "lead" responsibility versus co-assignment to a goal or task.
3. Access to the Progress button within the Goal details area is now available for all users.
4. The Context Window has been added to the Assistant pull-down menu to enable users to view the context or upstream goal chain for any goal, action step or task they are viewing in the Assistant.
5. The progress update and to-do icons have been activated in the Assistant tabs.? Now, clicking on the icon automatically launches the respective listing for that goal (ex. progress update journal).
6.? The Last Updated field has been modified to reflect progress updates exclusively.? Changes to other detail fields will not update this field, as most users are attempting to determine if progress updates have been posted against a goal or task when using this field.
7.? The Who field now tracks both the people assigned to the task, and the one or more people who are "Lead" on that goal, action step or task.? People are identified as the "Lead" person by adding an asterisk to their initials in the Who field.? In the Who popup box, people with a lead level of responsibility have a different icon (blue vs. green) to the left of their name.
8. When emailing records, the To: ManagePro tab now sorts the entries in alphabetical order and displays the names as well as initials for easier identification.
9. When emailing records, the To: Outlook tab can now be configured to point at either the user's personal contact list or a group/Exchange folder.
10. The % Complete field is now a roll-up field.? The % complete of parent records (records with sub-items) is now determined by the sum of the % complete times the weight assigned (default is 0) for each sub-item.? The % Complete field can be set to manually over-ride the roll-up by checking the appropriate box in the Goal/Rollups button view.? Note that a value of 0% complete now displays as a blank line, not 0%.
11. Usage Style, i.e. the inclusion of left column buttons (ex. Top Goals & Action Plans, Timeline & Resources, Goal Status Scorecard...) is configurable for each user based upon their needs and preferences, and the level of access that has been given to them (e.g. if "Allow People Planner Access" has not been enabled in a user's access settings, and no individuals have been identified as their direct reports, then they won't have the ability to display the People & Meetings button in the left column).
12. Hide Goal Times ?is now an option to check (activate) if users want to configure their local copy of ManagePro to not display time along with the date in the date fields displayed in the planner views or in related reports.? To turn off or turn back on the display of time, check the File/Preferences/Hide Goal Times option.
13. A new predefined calculated field, Weighted % Complete, has been added.? This displays the % Complete times the weight value for each sub-goal to make it easier to understand the relationship between the % complete of parent goals and the sub-record values.? We suggest you also add the weight field to the columns being displayed in this field if included in a tab view.
14. Checkpoints can now be edited within the calendar view, and even more important, assignment of the Who field can now be edited from within the Checkpoint Scheduler/Edit features.
15. Entry of new records in a filtered tab view When entering new records into a filtered planner view, the new entry automatically displays with the added requirements of that view.? E.g. if you add a new task into a planner view that is filtered to only display items with a priority of 1, your new record will be automatically updated to have a priority of 1 as well.? In the past, if you added a record from within a filtered view, it would often "disappear" from the view because it didn't match the currently filtered settings.? Bottom line - less frustration with users feeling like they entered a record and it got lost! This new feature applies to most of the filter settings available in ManagePro, including all of the pick-list, status, priority and user roll-down fields.
Calculated Fields scoring mechanism has been improved.
Goal Pop-up box has been improved and now defaults to Task, being the most common entry users insert.
The Extract for Mobile computing is now disabled if users are using MPro-Link web-enabled copy of ManagePro to avoid possible corruption of data.
The Sync-messaging box intermittent display has been corrected.
8am is no longer applied as a default to to-dos and events entered without a time.
The synchronization to MS Outlook now has been improved with better error (corrupted records in Outlook) handling, as applied to Outlook 2002 and newer, and Windows 2000 and newer.
Resource allocation calculations have been improved.
Make sure you are looking for the announcement to upgrade!?
The release of MProWeb 3.0 is now expected the 2nd week of December.
Have a great Thanksgiving.
Rodney Brim, Ph.D.
CEO, Performance Solutions Technology, LLC