PlanPro Version Update 9.3.1: New Activity Grouping View to Display Links; Updated Task Stages; New Data Fields in KPI Form

Since the beginning of the year, several updates and enhancements have been added to the PlanPro software. Our development takes into account the specific needs of medium and larger organizations, along with the complexity of data – aiming to assist users in collaboration between departments and partner organizations, as well as achieving common objectives.

Below is a brief summary of the updates that have become available to our clients during version updates.

Activity/task views

  • In the list view it is now possible to see activity links to strategy, action plan, partner, and risk in separate columns.
  • Grouping of activities in the list view now occurs in a new way, and results are displayed in a tree hierarchy. This allows for a more comprehensive overview of the contribution of activities to strategic goals etc. Grouping can be done based on activity links (strategy, risks, action plans, partners, budget, funding source) as well as responsible person, type, status, priority, and assessment. 
  • When copying a project (activities with sub-activities), the dependencies set in the Gantt view are also considered, and the idates of sub-activities are recalculated based on the moment of copying.
  • The Gantt chart view now includes an option to choose whether an activity can be scheduled only on working days or on both working days and weekends.
  • In the kanban board view, the type and responsible person are now visible.
  • In the list view, clicking the “Show All” button the hierarchy of activities now opens  step by step. One click opens one level, two clicks open two levels, and so on.
  • The time period filter has got options for displaying activities modified in the last 1, 7, and 30 days.
  • Personal tasks (type: personal) are now displayed with other collaborators added to this task, in addition to the responsible person.

Activity form

  • Team members are displayed grouped by organizational units. This also allows for better differentiation, especially in cross-organizational projects, to see where a person is from and whether they are from a partner organization.
  • All links of the activity, such as connections with strategy, risks, and action plans, are displayed in a hierarchical tree.
  • Now it is possible to associate an activity with an organizational unit.
  • The activity form now displays not only the entry date and user’s name but also the modification date next to the comments, reports and other entries.
  • Comments are reports are grouped based on type. This allows differentiating main entries of the activity’s meta data (e.g., description, expected outcome, and summary) from ongoing comments and monitoring reports. A type filter has also been added.
  • Changed logic for displaying and modifying activity stages. Each activity stage can be assigned to a responsible person from the collaborators associated with the activity. Deadline reminder emails for the stage are sent only to the responsible person of the activity and the responsible person of the stage. If no responsible person is assigned to the stage, the deadline email is sent to all team members associated with the activity.
  • Activity type, status, completion report descriptions, and other help texts are now displayed by hovering over the question mark.

KPI (metrics) module

  • The user can choose whether to view metrics as a regular list or grouped by metric type, status, associated action plan, strategy, and activities. PlanPro remembers the user’s preference, and metrics are subsequently displayed based on the same grouping in different views.
  • New data fields have been added to the metric form: code, description, data source, assignment document, and methodology/formula. Team members and a responsible person can be selected, and roles can be assigned.
  • For the metric’s target level, a specific numerical value can be entered, or a direction can be set: whether the target level is at the same level as the baseline, increasing, not decreasing, decreasing, or not increasing. Until a choice is made, a numerical value is displayed as the default option.
  • A change log has been added for each metric, allowing users to see who made what changes and when.
    The planned level and actual monitoring data for the metric are displayed on a comparative bar chart over the baseline and target period.

Enhancements in Other Modules

  • It is now possible to choose whether the risk level is displayed as a word or number. The risk level calculation is automatic based on the potential harm and likelihood of occurrence.
  • All modules’ detailed views now include an automatic numbering column, a data field type and the option to filter by type. An additional form with custom additional data fields can be used.
  • Strategic goals and action plans can now be directly linked to other goals, action plans, risks, and activities. 

Performance appraisal module

  • Using the same conversation form, it is now possible for an employee to have multiple appraisals with different managers within the same period.
  • An option for calculating averages in a grid-type (table with added rows) question has been added.
  • Help texts added to questions are displayed by hovering over the question mark.
  • For admin users, setting up answer import for conversation forms has been made more convenient, and question options have been moved to drop-down menus.
  • Forms can be pre-filled with information from CSV files.
  • In addition to the admin user, the organizers of the questionnaires can now also see visual summaries.

Other enhancements

  • We have made several security enhancements (strengthened password complexity requirements for manually created users, hidden session tokens, etc.).
  • The background image of the PlanPro login page can now be set.
  • Enhancements to locking user accounts when a user works in multiple institutions or within the same installation (environment) moves to work in another institution.
  • PlanPro now can create automatic structure hierarchy when the required information is available in Active Directory.

If you are looking for an effective strategy execution software, then reach out and request a demo.

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