{"id":23057,"date":"2024-11-30T12:55:31","date_gmt":"2024-11-30T09:55:31","guid":{"rendered":"https:\/\/planpro.ee\/planpro-versiooniuuendused-sugis-2024\/"},"modified":"2024-12-05T12:49:36","modified_gmt":"2024-12-05T09:49:36","slug":"planpro-version-updates-autumn-2024","status":"publish","type":"post","link":"https:\/\/planpro.ee\/en\/planpro-version-updates-autumn-2024\/","title":{"rendered":"PlanPro version updates, autumn 2024: new todo view; updated Gantt; different options for the main user in performance appraisals module"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"23057\" class=\"elementor elementor-23057 elementor-23048\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-889c9bf elementor-section-height-min-height elementor-section-stretched elementor-section-boxed elementor-section-height-default elementor-section-items-middle exad-glass-effect-no exad-sticky-section-no\" data-id=\"889c9bf\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;stretch_section&quot;:&quot;section-stretched&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-67bf522 elementor-hidden-tablet elementor-hidden-mobile exad-glass-effect-no exad-sticky-section-no\" data-id=\"67bf522\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-932a500 elementor-widget__width-initial exad-sticky-section-no exad-glass-effect-no elementor-widget elementor-widget-heading\" data-id=\"932a500\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Blog<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-30cb1c6 elementor-hidden-tablet elementor-hidden-mobile elementor-section-boxed elementor-section-height-default elementor-section-height-default exad-glass-effect-no exad-sticky-section-no\" data-id=\"30cb1c6\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-d136749 exad-glass-effect-no exad-sticky-section-no\" data-id=\"d136749\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2f62df9 exad-sticky-section-no exad-glass-effect-no elementor-widget elementor-widget-breadcrumbs\" data-id=\"2f62df9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"breadcrumbs.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p id=\"breadcrumbs\"><span><span><a href=\"https:\/\/planpro.ee\/en\/\">Home<\/a><\/span><\/span><\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-57df6529 elementor-section-stretched elementor-section-boxed elementor-section-height-default elementor-section-height-default exad-glass-effect-no exad-sticky-section-no\" data-id=\"57df6529\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;stretch_section&quot;:&quot;section-stretched&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-cd0d8b0 exad-glass-effect-no exad-sticky-section-no\" data-id=\"cd0d8b0\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5dac8d27 elementor-widget__width-initial exad-sticky-section-no exad-glass-effect-no elementor-widget elementor-widget-image\" data-id=\"5dac8d27\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"768\" height=\"512\" src=\"https:\/\/planpro.ee\/wp-content\/uploads\/2024\/11\/PlanPro_version_updates_autumn2024-768x512.png\" class=\"attachment-medium_large size-medium_large wp-image-23032\" alt=\"\" srcset=\"https:\/\/planpro.ee\/wp-content\/uploads\/2024\/11\/PlanPro_version_updates_autumn2024-768x512.png 768w, https:\/\/planpro.ee\/wp-content\/uploads\/2024\/11\/PlanPro_version_updates_autumn2024-300x200.png 300w, https:\/\/planpro.ee\/wp-content\/uploads\/2024\/11\/PlanPro_version_updates_autumn2024-1024x683.png 1024w, https:\/\/planpro.ee\/wp-content\/uploads\/2024\/11\/PlanPro_version_updates_autumn2024.png 1200w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-213241f1 exad-sticky-section-no exad-glass-effect-no elementor-widget elementor-widget-post-info\" data-id=\"213241f1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"post-info.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-inline-items elementor-icon-list-items elementor-post-info\">\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-repeater-item-cca3f74 elementor-inline-item\" itemprop=\"datePublished\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-calendar\"><\/i>\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text elementor-post-info__item elementor-post-info__item--type-date\">\n\t\t\t\t\t\t\t\t\t\t<time>30\/11\/2024<\/time>\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2a8401e exad-sticky-section-no exad-glass-effect-no elementor-widget elementor-widget-heading\" data-id=\"2a8401e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">PlanPro version updates, autumn 2024: new todo view; updated Gantt; different options for the main user in performance appraisals module<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1f830b04 exad-sticky-section-no exad-glass-effect-no elementor-widget elementor-widget-text-editor\" data-id=\"1f830b04\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Below you will find a brief summary of the major developments carried out during the fall of 2024.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-71fdf457 exad-sticky-section-no exad-glass-effect-no elementor-widget elementor-widget-heading\" data-id=\"71fdf457\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Tasks and task views<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8111ea9 exad-sticky-section-no exad-glass-effect-no elementor-widget elementor-widget-text-editor\" data-id=\"8111ea9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li><strong>A new todo list<\/strong>, where you can get an overview of the uncompleted and completed task stages, grouped by activities, responsible persons or due dates, quick filters, etc. The todo view can be turned on in the institution&#8217;s settings.<\/li><li><strong>The Gantt chart<\/strong> has been moved to the new base platform and it has a new look.<\/li><li>The task header and every task view has a <strong>breadcrumb.<\/strong><\/li><li>When deleting an activity, we show a more detailed warning about what the deletion could affect (e.g. when deleting a parent activity, sub-activities will also be deleted if team members have planned or entered actual time).<\/li><li>When grouping by strategy, action plans and risks in the activity list view, it is now possible to display only selected types of strategies, action plans, etc. using an additional filter.<\/li><li>In the kanban view, it is now possible to delete, edit and copy an activity with a right-click.<\/li><li><strong>Various additions due to the needs of customers who use PlanPro together with partner institutions<\/strong>, e.g.: created the ability to see all partner activities if there is a special right that can be set in the settings, mass actions can also add co-performers from partner institutions, when creating sub-activities, employees of the partner institution are now always added as team members if they were involved in the upper-level activity.<\/li><li>Many other smaller changes and improvments related to activities and activity views.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ac068cb exad-sticky-section-no exad-glass-effect-no elementor-widget elementor-widget-heading\" data-id=\"ac068cb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Strategy, KPIs and risks modules<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a29251e exad-sticky-section-no exad-glass-effect-no elementor-widget elementor-widget-text-editor\" data-id=\"a29251e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li>A filter has been added to the intermediate menu for strategy, risks and action plans.<\/li><li>In the detailed views of strategy, KPIs and risks, <strong>the filters in the menu bar have been moved to a single button,<\/strong> which allows you to apply different filters at once. A quick filter &#8220;Related to me&#8221; has been added as a separate option.<\/li><li><strong>Different risk level calculation formulas<\/strong> can now be applied to different risks.<\/li><li>It is now possible <strong>to assess the impact and probability of risks separately for each type of impact<\/strong>.<\/li><li>Numerous minor enhancements have been made to the strategy, KPIs, and risk modules.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4fa6019b exad-sticky-section-no exad-glass-effect-no elementor-widget elementor-widget-heading\" data-id=\"4fa6019b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Performance appraisals module<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5816aead exad-sticky-section-no exad-glass-effect-no elementor-widget elementor-widget-text-editor\" data-id=\"5816aead\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li>When sending performance appraisals, <b>employees&#8217; job start dates and probation end dates are visible, highlighted in red for new hires<\/b>.<\/li><li>Admins can now manage questionnaires and sending rules without additional permissions.<\/li><li>Rules for <b>automatic sending include also contract end dates<\/b>, with department-specific options.<\/li><li><b>Bulk deletion and deadline updates <\/b>for multiple questionnaires are now possible.<\/li><li>Searching can be done by department name and job title.<\/li><li>Questionnaires can be <b>permanently deleted from archives<\/b>.<\/li><li>Improved SAP integration auto-syncs approved reviews and discussions.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5f75ed33 exad-sticky-section-no exad-glass-effect-no elementor-widget elementor-widget-heading\" data-id=\"5f75ed33\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Additional Enhancements<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1d3b7ca4 exad-sticky-section-no exad-glass-effect-no elementor-widget elementor-widget-text-editor\" data-id=\"1d3b7ca4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li>Locked AD users (e.g., former employees) can now be moved between units in the structure view.<\/li><li style=\"font-size: 18px;\">User data synchronization via the AD interface now supports contract end dates, enabling automated exit questionnaire dispatch for employees nearing contract completion.<\/li><li>In settings, the status field can now be disabled for specific activity types (previously mandatory).<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-6e4acb7 elementor-section-stretched elementor-section-boxed elementor-section-height-default elementor-section-height-default exad-glass-effect-no exad-sticky-section-no\" data-id=\"6e4acb7\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;stretch_section&quot;:&quot;section-stretched&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-0620e99 exad-glass-effect-no exad-sticky-section-no\" data-id=\"0620e99\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-4b3b684 exad-sticky-section-no exad-glass-effect-no elementor-widget elementor-widget-text-editor\" data-id=\"4b3b684\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>If you are looking for suitable software to take your strategic planning to a new level, be sure to ask for <span class=\"popup-trigger popmake-9033 pum-trigger\" data-popup-id=\"9033\" data-do-default=\"0\">PlanPro software demo.<\/span><\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1cef26a elementor-align-left exad-sticky-section-no exad-glass-effect-no elementor-widget elementor-widget-button\" data-id=\"1cef26a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6MTQzNDAsInRvZ2dsZSI6ZmFsc2V9\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Request demo<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0d9ebcb exad-sticky-section-no exad-glass-effect-no elementor-widget elementor-widget-text-editor\" data-id=\"0d9ebcb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Follow us on social media:<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3e1a365 exad-sticky-section-no exad-glass-effect-no elementor-widget elementor-widget-elementskit-social-media\" data-id=\"3e1a365\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"elementskit-social-media.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" >\t\t\t <ul class=\"ekit_social_media\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<li class=\"elementor-repeater-item-ff66e07\">\n\t\t\t\t\t    <a\n\t\t\t\t\t\thref=\"https:\/\/www.facebook.com\/PlanProEesti\/\" aria-label=\"Facebook\" class=\"facebook\" >\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"icon icon-facebook\"><\/i>\n                                                                                                            <\/a>\n                    <\/li>\n                    \t\t\t\t\t\t\t\t\t\t\t\t\t\t<li class=\"elementor-repeater-item-4da0bbe\">\n\t\t\t\t\t    <a\n\t\t\t\t\t\thref=\"https:\/\/www.linkedin.com\/company\/planpro-software\/\" aria-label=\"LinkedIn\" class=\"linkedin\" >\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"icon icon-linkedin\"><\/i>\n                                                                                                            <\/a>\n                    <\/li>\n                    \t\t\t\t\t\t\t<\/ul>\n\t\t<\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>A new todo list view has been introduced for easier management of activities. The Gantt view has been updated. Filtering has been enhanced in strategy and risk views. The performance appraisal module now offers bulk actions for changing deadlines, modifying participants, and deleting entries, as well as improved search functionality for administrators.<\/p>\n","protected":false},"author":2,"featured_media":23032,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[104],"tags":[],"class_list":["post-23057","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-version-updates"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>PlanPro version updates, autumn 2024: new todo view; updated Gantt; different options for the main user in performance appraisals module | PlanPro<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/planpro.ee\/en\/planpro-version-updates-autumn-2024\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"PlanPro version updates, autumn 2024: new todo view; updated Gantt; different options for the main user in performance appraisals module | PlanPro\" \/>\n<meta property=\"og:description\" content=\"A new todo list view has been introduced for easier management of activities. The Gantt view has been updated. Filtering has been enhanced in strategy and risk views. 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