CHANGELOG.ProjectOpen

==============================================================
	]project-open[ Change Log
==============================================================





==============================================================
V3.4 Changes
==============================================================

Major Enhancements & New Packages

      * GUI Improvements:
	We have completely restructured the GUI based on CSS "skins".

      * Performance Improvements for large Organizations:
	We have implemented optimizations to improve performance for 
	organizations with >1000 users: Caching mechanisms (speedup 
	x3 on a number of frequently used pages), SQL optimizations 
	(speedup x10 on some reports, x2 speedups on other pages) and 
	improved support for parallelization on multi-core processors).

      * Integration of Dynamic Workflow:
	The Petri-Net Workflow was already part of V3.2. In V3.4 we 
	have extended the number of objects to which you can attach 
	a workflow and we provide default workflows for budgets, 
	projects, absences and timesheets.

      * Helpdesk / ITIL Service Desk:
	The new [ helpdesk ] package implements tickets and ticket 
	queues. You can assign Petri-Net Workflows per ticket type.
	The [ helpdesk ] package is suitable for all business types, 
	even though our default configuration will implement an ITSM 
	Service Desk.
	 
      * ITIL Configuration Management/Database:
	The new "Configuration Database" is capable to maintain IT and 
	other inventories. A first integration with OCS Inventory NG is 
	available.
	 
      * ITIL Release Management:
	Release management allows company to track changes in their 
	software according to Basel II and SOX regulations.
	 
      * CVS & Host Version Control Integration
	A first integration is available with CVS and Host version 
	management systems. The CVS integration is capable to close 
	tickets in the [ helpdesk ] .
	 
      * RFQ/RFA Module:
	This new package allows for generic Request for Quotation, 
	Request for Availability and Reverse Auction type of auctions.

      * New Key Performance Indicators (KPI):
	KPIs already exist as graphical widgets on top of the data-
	warehouse. We now are going to add a range of frequently used 
	financial and timesheet indicators.  


New Features

      * New Reports:
	We have added a number of reports and data-warehouse cubes.

      * Reporting for the current year:
	Most reports and List Pages now include a start- and end
	data defaulting to the current year. This feature improves 
	reporting speed for customers working more then 3 years with 
	]project-open[.

      * Timesheet Invoicing Wizard:
	The improved functionality now supports non-billable materials
	(type of service) and keeps track of unbilled hours in the 
	current invoicing period and before.

      * Improved Invoicing Screens:
	A new AJAX functionality allows for comfortable changing of
	invoicing offices and contacts when changing the customer

      * Financial Documents List Page: 
	Added pagination


Bug Fixes

      * V3.4 includes more then 150 individual bug fixes



==============================================================
V3.3. Changes
==============================================================

Bug fixes: We have fixed more then 50 smaller issues and bugs.

New features:

      * Installation & Update: ]po[ now checks that all upgrade
	scripts have been executed. Non executed upgrade scripts accounted
	for an important percentage of user complaints in previous versions.
      * Reporting: Added user-definable reports
      * Reporting: Added an "Indicators" module that allows 
	to define and track process performance indicators over time.
      * Invoices: "Canned Notes" implement pre-defined statements 
	to include in invoices and other financial documents.
      * Backup: The Backup screen now allows to download backup files 
	over the Web, simplifying the backup procedure.
      * Performance: A number of frequently used procedure are now cached 
	to improve performance.
      * Rating: Added "Simple Surveys" rating module
      * CRM: Improved the "intranet-mail-integration" Email 
	integration module so that it is now usable. The module allows to 
	associate incoming email with ]po[ users, effectively maintaining 
	an email track record per customer.
      * Translation: Added a link for "editors" to rate their 
	"translator" (translation-only)
      * Translation: Added a "Tandem Translation Module". This 
	module keeps track of the translator-editor tandem combination by 
	counting how frequently an editor has worked with a translator.
      * Translation: Added TinyTM Integration. We have integrated TinyTM 
	(an open-source translation memory) with ]po[. TinyTM itself is 
	still in "alpha" development/alpha status.
      * System Integration: Improved the CVS Import: We have added an 
	algorithm to guess the separator of CSV imports ("," vs. 
	";").
      * System Integration: Added an UBS (Unified Business Language) for 
	accounting applications such as SAP, Oracle or Navision.
      * Localizatin: Added French as a default language.

Other:

      * We have improved the upgrade procedure. ]po[ now checks for update 
	scripts that need to be executed.



==============================================================
V3.2 Changes
==============================================================

Major Enhancements:
      * GanttProject Integration:
        Project Managers can now conveniently define and modify project
        structures with GanttProject and then upload the result into ]po[
	("round-trip integration"). 
	GanttProject is an open-source MS-Project clone written in Java.
	The combination of GanttProject and ]po[ offers an open	alternative 
	to MS-Project and MS-Project-Server.

      * "Web 1.5" GUI Overhaul:
      	We have improved the GUI to allow users to move their GUI components 
      	and to select/disable components. Also, we have added new icons and a 
      	new CSS.

      * Resource Planning and Resource Assignments:
        You can now add resources to projects and task and determine resource
        overload across projects.

      * Calendar:
	The new module shows project and task deadlines per day, week and month.
	Calendars can be either "shared" or "individual". Support for group 
	calendars will follow soon.

      * Bug-Tracker:
	]po[ now includes a fully fledged bug-tracker that compares to industry 
	leading bug trackers.

      * Expenses and Travel Costs:
        The new modules allows you to capture consultant's travel costs and 
        other expenses per project.

      * Reporting Engine:
	]po[ now includes its own reporting engine, similar to Crystal Reports
	or Jaspar Reports. A "reporting tutorial" explains step-by-step how to 
	write new reports. A graphical editor is not (yet) available.
	
      * System Configuration Wizard
        A new "SysConfig" wizard allows the first-time user to tailor the
        ]project-open[ installation for business sectors and company size,
        reducing the overall complexity.

      * "Petri-Net Workflow Engine":
        ]po[ now includes a fully-fledged workflow with graphical process editor.
        The WF can be used for example to set and confirm project budgets by
        senior executives, to priorize projects in a portfolio etc.

      * Project Templates:
        Project templates (creating new projects based on an existing
        project template) allows you to standardize and accelerate the
        generation of projects with similar schedules.

      * Dynamic Fields for Project, Companies and Users:
	We have greatly extended the "DynField" module to include DynFields
	in reports and CVS exports. Also, DynFields are now specific to
	object subtypes (for example: Type of projects).

      * New "Delivery Note" Financial Document Type
	Delivery notes are a step before issuing an invoice.




New Commercial "Enterprise Extension Modules":

The following modules are closed-source extensions of ]po[ covering the needs
of large organizations. These modules are available separately from the ]po[
product at http://www.project-open.com/shop/.

      * GAAP/IAS compliant Auditability
	This module captures all changes to financial objects and projects.

      * One-Time-Passwords:
      	Manages a list of TANs (Transaction Numbers) for one-time authentication
      	of users with special permissions (i.e. senior mannagers, accounting,...).

      * Profit Center Management & Permissions:
	The modules allows corporations to define fine-grain financial
	permissions across departments (who can see/modify the invoices of
	each department) and to calculate profit/loss per department.

      * SAP Integration:
	Import and export interfaces to SAP FI.


Minor Enhancements:

There were more then 500 minor enhancements in the last 6 months improving usability
and fixing bugs.



==============================================================
V3.1.2.0 Changes
==============================================================

Major Enhancements:

      * Added fields "delivery address" and "contact person" in 
	financial document creation and editing pages.
      * Added separate counters for financial document numbers (invoices, 
	quotes and purchase orders). The old configuration (a single
	counter) is still the default.
      * "Create Company from User" wizard speeds up the creation
	of new users and their companies


]project-translation[ Specific Enhancements:

      * Added a "Aggregrate" checkbox in the translation invoice wizard.
	Unchecking this checkbox allows to create quotes and invoices with
	details (delivery date) of the individual translation tasks.
      * Added an extended search for freelancer capabilities in 
	intranet-freelance
      * Added a "Translation Project Manager Performance" report to
	intranet-reporting
      * Added FreeBudget and WebBudget CVS imports, in addition to Trados.
      * Translation Workflow File Upload: Introduced a parameter to determine 
	whether the uploaded file needs to be named exactly like the 
	original file.
      * Translators can now give feedback when uploading translation
	files. The feedback is converted into a forum item.


Minor Enhancements

      * Added a "redirect to log hours" function in ]project-consulting[,
	forcing people to log a certain amount of hours per week.
	Added a parameter that specifies the number of hours to be logged.
	Added a parameter to redirect from "Home", "Projects" or both.
      * Financial documents can be sent as HTML attachments.
      * Automatic advancement of the "percent completed" filed in a project,
	depending on the state of both consulting and translation tasks
	the Translation Workflow Status 
      * Added date and currency format localization in the InvoiceViewPage.
	The locale is taken from the invoice template and allows to create
	correctly localized 
      * Enabled alphabetical sorting of projects in the timesheet page
	(this was quite difficult because of the hierarchical SQL query
	that includes subprojects and their tasks..)
      * Added "Nuke Demo Companies" option to cleanup selected "companies"
	when taking the system productively
      * "Search" field now clears up when clicking on it (if Full-Text 
	Search is installed)
      * Enhanced the permission system for the Filestorage: Now a number
	of privileges determines the default permissions, instead of the
	either very permissive or restictive settings before.
      * Added Windows-to-Linus and Linux-to-Windows conversion of parameters. 
	This function allows users to migrate database backup dumps easier 
	between a Linux version (production?) and a Windows version 
	(testing, development?)
      * Allowing to accept/reject multiple tasks of intranet-forum on the 
	home page. This makes it much quicker to deal with large amounts
	of minor bug reports.
      * Added a number of invoice templates in a new intranet-invoice-templates
	package
      * Fixed pagination in Translation ProjectListPage
      * Added several reports to intranet-reporting
      * Various fixes of typos and Localization.
      * Enabling the "State" field in address if the parameter 
	"SomeAmericanReaders" is set.


Bug Fixes:

      * Fixed missing "invoice_office_id" in "Tigerpond" preconfigured
	demos.
      * Fixed "Finance" tab in projects in the preconfigured Demos: 
	Quotes and POs are summed up correctly but wouldn't appear in the 
	detailed list
      * Fixed a Windows bug displaying Filestorage files under certain 
	circumstances.
      * Fixed the Company's financial documents "more info..." link 
      * Fixed roject's "Profit & Loss" view in the "Tigerpond" demo systems. 
	This view was not enabled by default.
      * Fixed URLs in automatic alert emails: Outlooks breaks the lines
	after 70 characters, breaking the URL. The text has been reformatted
	now to avoid this situation (unless you've got a very long hostname...)
      * Fixed ugly JavaScript error if Full-Text Search is not installed
      * Fixed a few issues with "Nuke Demo Data". Includes the situation
	that a user has become manager of a cost center.
      * Fixed "Advanced Filtering" in the ProjectListPage
      * Relaxed security permissions for project budgets. 
	Now the "view_budget" privilege controls the visibility, instead
	of the (usually tighter) "view_finance"
      * Fixed bug in sending out multipart emails if the Subject includes a 
	newline character.




==============================================================
V3.1.1.0 Changes
==============================================================

V3.1.1.0 includes some 80 enhancements, resolved issues, and resolved 
inconsistencies, compared with V3.0.0.6:

Major Enhancements

      * "Delete Demo Data": This functionality in the "Admin" section allows 
	you to delete non-master data from a system. This allows you to take 
	a ]po[ demo configuration (Tigerpond company), to delete any existing 
	projects, users, ... and to use this system to start production use 
	for your company.
      * "DynField" (also called "SQL metadata model") allows you to add new 
	fields to existing objects and their database tables. DynField 
	currently support Projects, Companies and Persons as objects.
      * A new Currency Conversion Module is now available. The module allows 
	for true multi-currency profit & loss calculation for the default 
	supported currencies (USD, EUR, AUD, CAD and JPY). The module still 
	needs to be enhanced to include an automatic update of the currency 
	conversion table.
      * A new Reporting Module is now available available as a closed-source 
	extension module. The module currently includes only three major 
	reports
      * "New from Template": This function allows you to "clone" a project 
	and to use it as a template for a new one. This is particularly 
	useful for organizations dealing with many similar projects.
      * Automatic Project Advance: The "% Completed" field of both 
	]project-translation[ and ]project-consulting[ now advances 
	automatically, depending on the status of the project's tasks.
      * Automatic data import from LTC Organiser.	


Minor Enhancements

      * ]project-translation[: Translator's comments from the task upload 
	page are now published as forum items.
      * VAT and Invoice Template default values are now defined on a 
	company's page.
      * ]project-translation[: The Project List Page for now shows the size 
	of a project with all available UoM (units of measure) and not just 
	words and hours.
      * ]project-translation[: Added a field "end-date" for translation tasks.
	This field allows project manager to schedule their projects more 
	fine-grain.
      * Added an edit page for translation prices.
      * ]project-translation[: Added a Parameter to allow freelancers to 
	upload a WF file with a name different from the original file, so 
	that they can rename the file locally.
      * Added separate permissions for editing the "budget" and "budget 
	hours" fields in projects. This allows to separate budget and PM 
	responsabilities.
      * Added a "financial summary" component to the Project's summary page
      * Fixed a number of submit button texts ("Edit Quote" instead of "Edit 
	Invoice" on an quote editing screen, ...)
      * Many typos and Localization fixed


Major Bug Fixes

      * Automatic Software Update Service ("ASUS"): Fixed a bug inhibiting 
	software updates for the "anonymous" user.
      * Filestorage: Config tigher permissions (very permissive before)
      * Fixed a rounding bug in the "Invoices" list page that could lead 
	to inconsisten invoice sums.
      * Employees now can edit their master data in all security 
	configurations.
      * Fixed a permission issue that allows users with "add_finance" 
	permission to delete payments (that should require a separate 
	"add_payments" permission)
      * Timesheet information are now available as a "Data Warehouse Light" 
	Cube, suitable to be viewed via Pivot Table.
      * Added default VAT, payment days and financial document templates
	to companies


Minor Bug Fixes

      * Fixed ASUS (Automatic Software Update Service) for "anonymous".
      * Removed the "internal" company from the default price list of 
	providers
      * Self-registered users are now included in the search engine.
      * Fixed Localization issues with the "Assign" button in ]pt[ in 
	languages different from English.
      * User's absences are now shown correctly in the "Users" list page.
      * Timesheet "Weekly Report" doesn't show non-employees anymore.
      * Fixed the sort order for several drop-down boxes
      * Fixed the error message in the translation price list when entering 
	German ("1,60") values.
      * Fixed the highlighting of several sub-tabs (such as the "Summary" 
	tab in projects)
      * Reduced the precision of financial items in several locations to 2 
	digits.
      * ]project-translation[: Auto assignment now works with any UoM (Units 
	of Measure) and not just Source-Words.
      * Fixed formatting issue of VAT amounts > 9.999 EUR
      * Work city" and "work country" are now saved correctly in the Users's 
	contact information page.