2020R3 Release Notes
The 2020R3 version of Eclipse PPM will be deployed to customers on September 26th. The primary focus of this release is to implement our customer-driven roadmap focusing on areas like Upland Analytics, API , Project Planner, Reports, Resource Management and improving the project intake process. This release includes over 70 enhancements and fixes.
Application Changes
Documents - SharePoint Replacement
Description:
It has always been transparent to Eclipse users that documents in Eclipse are stored using Microsoft SharePoint. After the 2020R3 release is deployed, we will begin migrating customer documents over to Amazon S3 storage instead. Depending on the number of documents a customer has, this may take some time to complete. A member of the Eclipse support team will reach out to coordinate the migration for you.
Benefit:
Moving documents to Amazon S3 offers several architectural/security advantages to Eclipse and allows us to lower our third-party costs since we're already hosting Eclipse in Amazon Web Services (AWS).
New / Enhanced Features
Upland Analytics Integration (2020R3)
We have made several enhancements to the Upland Analytics (UA) tool.
Resource Roles:
We have added several new views to expose the resource roles assigned to projects and programs. With this information, it's possible to display/group/pivot projects and programs by the resources fulfilling specific roles.
Financials:
Our project financial views have been enhanced with the new financial indicators added with the 2020R3 release, and will also include "checkout" information for project financial plans.
Resource Plans Cost:
The resource plan data views now have access to the new "Cost" fields ("Planned Cost Current" and "Planned Cost Approved").
Allocated Effort / Actual Effort:
We have also created several new views to expose actual effort, allocated effort, and cost information in various pivots:
- Project Effort By Week
- Project Effort By Month
- Resource Effort By Week
- Resource Effort By Month
- Project Resource Effort By Week
- Project Resource Effort By Month
Upland Project Planner Integration
[Upland Project Planner Integration] - Kanban Mode
We have introduced a new view called "Kanban" to the Upland Project Planner (UPP) which allows users to see the tasks in their work plan in Kanban style columns arranged by Task Status. For the first time, ever, we have also given users the ability to edit multiple work plans at one time via the "Multi-Project Kanban Board" that is accessed from the Eclipse Home Page.
[Upland Project Planner Integration] - Pull default rate for generic resource type from configuration
When adding a new generic resource type to a work plan, UPP will retrieve the default rate assigned to that generic resource type.
[Upland Project Planner Integration] - Task Popup - Expose task popup from places outside planner (Timesheet, Work Plan View, Task Lists, ...)
We have exposed the "Task Popup" outside of the Upland Project Planner (UPP) in other areas of Eclipse.
API Enhancements (2020R3)
The Eclipse R&D team has spent considerable effort enhancing our API with the 2020R3 release. Our intention is to deprecate the legacy XML based API in the near future. If you are currently working with the legacy API and require assistance, please reach out for support during your transition.
For more information about the Eclipse API and supported endpoints, please access our online API help at https://eod(1/2).ecl.eclipseppm.com/help
Benefit:
The Eclipse API allows customers to integrate and connect Eclipse with other software applications like ServiceNow or JIRA.
Caution: The endpoints used by the Microsoft Excel Add-In for Eclipse PPM have been changed. You will need to adjust your connection settings to the new endpoint.
- If you previously connected to eod1.eclipseppm.com, you need to change your connection to eod1.ecl.eclipseppm.com.
- If you previously connected to eod2.eclipseppm.com, you need to change your connection to eod2.ecl.eclipseppm.com.
Upland One (2020R3)
We have made several general enhancements to our UI/UX.
The Eclipse theme is part of a larger UI/UX pattern employed across all Upland products called "Upland One". The goal of "Upland One" is to provide a consistent and productive UI/UX across all Upland software products facilitating smoother adoption for customers who work with multiple products. Many minor changes have been made that will have big impact on the user experience.
Nav Bar:
Users with keen eyes will notice some subtle changes in our application's navigation bar. Font colors, font size, padding and margins have all been adjusted with the goal of increasing usability.
Header Area:
Our application header bar has been changed to a different shade of blue that meets modern accessibility standards for contrast ratios.
Help:
Users looking for product help will notice that the button has moved to the lower right-hand corner of the application. This new location better supports device resolutions by placing the button more consistently.
Resource Plans - Cost (2020R3)
We have made several enhancements throughout the application to track and expose effort and costs associated with a resource plan.
Security:
Access to the potentially sensitive financial information on a resource plan is governed by the new project permission called "View Rates" located under the "Resource Planner" section. Outside the project (in reports and dashboards) access to the cost/rate information is governed by the "Portfolio/Approval View" permission following the same pattern we have employed previously.
Resource Plan Tool:
Users with appropriate permissions will have access to the new "Rate" column inside the Resource Plan Tool allowing them to view/edit rates for named/generic resources on the plan. Also, on the tool, users will see the "Total Cost" and "Total Effort" shown in the header area.
Resource Plan View:
Users with appropriate permissions will have access to the new "Rate" column on the Resource Plan View screen allowing them to view rates for named/generic resources on the plan. In the "Overview" area, users will also notice that the "Total Effort" and "Total Cost" are available for resource plans on the project.
Dashboards:
The "Portfolio Summary" panel on our dashboards screen has been updated to include two new columns - "Planned Cost (Current)" and "Planned Cost (Approved)" which will show the total cost of the current/approved resource plans respectively for a project. Access to this data is granted for any user having the "Portfolio/Approval View" permission on a project.
Adhoc Reports / Excel Add-In:
We have updated the project Adhoc reports to include two new columns - "Planned Cost (Current)" and "Planned Cost (Approved)" which will show the total cost of the current/approved resource plans respectively for a project. Access to this data is granted for any user having the "Portfolio/Approval View" permission on a project.
Report Templates:
In the Report Templates area, we have exposed two new markers - "@CurrentResourcePlanCost" and "@ApprovedResourcePlanCost" which will show the total cost of the current/approved resource plans respectively for a project. Access to this data is granted for any user having the "Portfolio/Approval View" permission on a project.
Backwards Compatibility:
Whenever a new feature like this is introduced, it can be painful to manually set up data for in-flight projects. If you would like to apply permissions to a large group, or adjust existing resource plans with rate data via script, please speak with your CSM.
Reports
[Report] - Report Templates - Expose other health indicator fields as single fields
When displaying a health indicator inside a Report Template, users now have the ability to list other health indicator fields like name, description, and value instead of just showing the icon.
[Reports] - Adhoc - Provide option to use existing filters
Users are now able to use pre-defined filters inside ad-hoc reports.
[Reports] - Microsoft Excel Add-In - Allow users to authenticate via SSO
The Microsoft Excel Add-In is now accessible via SSO authentication for those customers that have it enabled.
[Reports] - Project Portfolio Gantt Report - Add Health Indicators to column selection
Users are now able to include "Health Indicators" as columns on the "Project Portfolio Gantt Report".
[Reports] - Project Portfolio Gantt Report - Allow custom naming of columns
The "Project Portfolio Gantt Report" has been enhanced to allow users the option of renaming columns.
[Reports] - Project Portfolio Gantt Report - Allow re-ordering of columns
The "Project Portfolio Gantt Report" now allows users to re-order the selected columns.
[Reports] - Project Portfolio Gantt Report - Allow user to select "quarters" as a timeline scale option
The "Project Portfolio Gantt" report now supports "Quarters" as a timescale option.
[Reports] - Project Status Report - Add "Status" to the report
The "Project Status Report" now lists the "Status" value in the "Stats" section.
[Reports] - Project Status Report - Add "Task Category" filter to filter tasks on report
We have added the ability to filter tasks by "Task Category" on the "Project Status Report".
Requests
[Requests] - Add a "requests" tab on approvals screen
We have added a new tab to our approvals screen that allows users to see project requests that they have access to, either because the item was submitted to them, or they have access to the project template that the request is linked to.
Benefit:
Although a project request doesn't pass through the standard Eclipse workflow engine, many of our users think of them as "approvals" and wonder why they were not visible on our approvals page. This caused confusion and support calls from newer users who couldn't find their requests waiting for approval.
[Requests] - Add more data into the request emails allowing users to evaluate before approving
We have enhanced the "Request Submitted" email notification to include the contents of the request being submitted.
Benefit:
Prior to this enhancement, the contents of the notification were purposely sparse but made approving requests difficult for users that received many emails within a short period. With more context and details inside the email notification, approvers are better equipped to make a resolution.
[Requests] - Add requests under the "Approvals" tab on home page
We have added requests into the Home Page on the "My Work - Approvals" tab that allows users to see project requests that they have access to, either because the item was submitted to them, or they have access to the project template that the request is linked to.
Benefit:
Although a project request doesn't pass through the standard Eclipse workflow engine, many of our users think of them as "approvals" and wonder why they were not visible on our approvals page. This caused confusion and support calls from newer users who couldn't find their requests waiting for approval.
[Requests] - Add submitter to project roles section as specific role
We have added a new enhancement to the project requests module that allows users to choose a specific project role that will be automatically populated with the request submitter, assuming the submitter is a valid resource.
Benefit:
Prior to this fix, many customers created a "Project Requester" role and had to manually populate the role after projects were created. With this new enhancement, the experience is much cleaner and the data will be more accurate.
[Requests] - Allow users to specify the order of form fields
Organizations that use the requests module in Eclipse are now able to customize the display order of project profile fields on the intake form.
Benefit:
Prior to this change, the order of the fields was hard-coded and couldn't be changed.
Resource Management
[Resource Management] - Add "Business Priority" column
Users are now able to pull the "Business Priority" of a project into the "Resource Management" screen.
Benefit:
In many instances, it's helpful to know the priority of a project when reviewing the effort assigned to projects.
[Resource Management] - Add "Project Manager" (custom resource role) column
Users are now able to pull the "Resource Role" assigned to a project resource into the "Resource Management" screen.
Benefit:
In many instances, it's helpful to know the role a resource plays on a project when reviewing their effort.
[Resource Management] - Add "Project Owner" column
Users are now able to pull the "Project Owner" assigned to a project into the "Resource Management" screen.
Benefit:
In many instances, it's helpful to know the owner on a project when reviewing the effort assigned to projects.
[Resource Management] - Allow users to pick "Number of periods" or "End Date" instead of hardcoded 12 periods
Users are now able to set the number of display periods on the "Resource Management" screen.
Benefit:
Prior to this change, the "Resource Management" screen would always show 12 periods of data, whether the user was looking at weeks or months. With this new enhancement, users can choose among several options to decide how many periods are shown.
[Resource Management] - Give users the option to group resources by type (or not)
Users are now able to toggle grouping by "Resource Type" on the "Resource Management" screen.
Benefit:
Depending on the complexity and maturity of your project planning processes, you may or may not use "Resource Types" in your organization. Before this toggle option was added, users were forced to see effort grouped by "Resource Type" with no option to turn it off.
Project - Financials
[Project - Financials] - Add "Description" into category picker popups
When selecting budget/funding/benefit categories for a financial plan, we have added the item description to the selector popup.
Benefit:
Prior to this enhancement, users could only see the category name which was sometimes not descriptive enough. Showing the category description will increase data accuracy.
[Project - Financials] - Allow user to extract/export the financial plan comparison grid
Users with access to project financial data are now able to export the financial comparison screen into Microsoft Excel.
Benefit:
Extracting financial comparison data between two financial plans allows advanced analysis in Microsoft Excel that is not possible inside Eclipse.
[Project - Financials] - Color the financial indicators when positive/negative
The following financial indicators will be colored green (when positive) or red (when negative):
- Actual Return (AROI $) (RBen - E)
- Actual Return (AROI %)
- Cash Flow - Expenditures (F - E)
- Cash Flow - Planned (F - B)
- Cash Flow - Actual (F - A) = Total Funding - Total Actual
- Cash Flow - Committed (F - C) = Total Funding - Total Committed
- Planned Return (PROI $) (EBen - B)
- Planned Return (PROI %)
- Total Budget Remaining (B - E)
- Total Budget Remaining Actual (B - A)
- Total Budget Remaining Committed (B - C)
- Total Capital Budget Remaining Actual (CapB - CapA)
- Total Capital Budget Remaining Committed (CapB - CapC)
- Total Operating Budget Remaining Actual (OpB - OpA)
- Total Operating Budget Remaining Committed (OpB - OpC)
- Current Year Budget Utilized Expenditures (B[current year] - E[current year])
- Current Year Budget Utilized Actual (B[current year] - A[current year])
- Current Year Budget Utilized Committed (B[current year] - C[current year])
Benefit:
Users can quickly and easily see financial indicators that are in good or bad shape based on the color. Humans eyes can perceive color changes in large bodies of text much faster than searching for a "-" sign.
[Project - Financials] - Financial Expenditures Popup - Line Item Table
The line item table in the "Expenditures" popup on the Financial Plan Tool has been adjusted to include blank lines.
Benefit:
The small change will promote quicker line item entry on expenditures.
[Project - Financials] - Financial Plan Tool - UI/UX adjustments to "Indicators" panel
Some minor visual improvements have been made to the "Indicators" panel on the Financial Plan Tool including font adjustments, alignment, and line heights.
Benefit:
The subtle UI/UX changes ensure that users are able to interact with the financials panel easily and efficiently.
[Project - Financials] - New Indicators
We have added 15 new financial indicators to projects in Eclipse:
- Total Capital Budget Remaining Committed (CapB - CapC)
- Total Capital Budget Remaining Actual (CapB - CapA)
- Total Operating Budget Remaining Committed (OpB - OpC)
- Total Operating Budget Remaining Actual (OpB - OpA)
- Cash Flow - Actual (F - A)
- Cash Flow - Committed (F - C)
- Cash Flow Percent Utilized Expenditures ((E / F) * 100) (%)
- Cash Flow Percent Utilized Actual ((A / F) * 100) (%)
- Cash Flow Percent Utilized Committed ((C / F) * 100) (%)
- Current Year Budget Utilized Expenditures (B[current year] - E[current year])
- Current Year Budget Utilized Actual (B[current year] - A[current year])
- Current Year Budget Utilized Committed (B[current year] - C[current year])
- Current Year Percent Budget Utilized Expenditures ((E[current year] / B[current year]) * 100) (%)
- Current Year Percent Budget Utilized Actual ((A[current year] / B[current year]) * 100) (%)
- Current Year Percent Budget Utilized Committed ((C[current year] / B[current year]) * 100) (%)
Benefit:
For organizations that track financial data in Eclipse, the new indicators will allow them to track and monitor financial data and mitigate problems.
[Project - Financials] - UI/UX adjustments to "Expenditures" popup
Some minor visual improvements have been made to the "Expenditures" popup on the Financial Plan Tool including field placement and alignment.
Benefit:
The subtle UI/UX changes ensure that users are able to interact with expenditures easily and efficiently.
Customer Driven Enhancements
Through the Upland Enhancement Request process and ongoing dialogue with users, the Eclipse PPM product team has delivered 30+ enhancements for this release.
|
Reference |
Description |
Notes |
|---|---|---|
|
ECL-650 |
Project - Home - Add notes panel |
Description:
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ECL-651 |
Home Page - Add notes panel |
Description: |
|
ECL-2729 |
Administration - Resource Types - Define a default resource rate for generic resource type |
Description: |
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ECL-4161 |
Eclipse Docs - Add "properties" into the mail merge fields |
Description: |
|
ECL-5110 |
Resources - Modified Date only changes when "resource" fields are updated (not person/linked fields). |
Description: |
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ECL-6272 |
Administration - Users - Add "Export" option to the user list table |
Description:
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ECL-6698 |
Administration - Settings Manager - Allow admins to set user startup preferences |
Description:
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ECL-8834 |
UI - Expose configuration item descriptions as hover/tooltips on field labels on profile screens |
Description: |
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ECL-8844 |
Home Page - Bulk Remove Actions |
Description: |
|
ECL-8949 |
Project - Documents - Separate "links" and "documents" into two individual permissions |
Description:
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ECL-8959 |
UI - Portfolio / Program / Project - Provide a better indication of hierarchy |
Description: |
|
ECL- 9044 |
Project - Home Page - Provide access to the "Project Team" |
Description: |
|
ECL-9828 |
Timeline - Add resource roles to timeline screen (included columns + sortable + groupable) |
Description:
|
| ECL-10120 | TImeline - Add custom properties to timeline screen (included columns + sortable + groupable) | Description: The timeline screen has been updated to include project custom property information. Users are now able to include custom properties, and sort or group on those custom properties. Benefit: When looking at projects in the Timeline screen, it is sometimes helpful to have access to the wide variety of custom properties that our customers define for their projects. |
| ECL-10189 | Approvals - Enforce commenting with configuration options while resolving | Description: Administrators now have the ability to enforce commenting rules on approvals inside Eclipse. They can decide whether comments are required with approval submission, approval, and/or reject actions. Benefit: Being able to enforce comments will help promote collaboration within Eclipse and provide a better audit trail for approval workflows. For example, it may be mandated by an organization to include a comment explaining the reason for rejecting a timesheet. |
|
ECL-10200 |
Timeline - Replace the "Resource Type" picker (in the histogram settings area) with our typeahead tree picker control |
Description:
Benefit:
|
| ECL-10205 | Filters - Tree Pickers - Add a way to filter for descendants instead of selecting all child nodes | Description: Users are now able to use two new filter conditions when searching for hierarchical data - "UNDER" and "IN OR UNDER", allowing them to select data that descends from a node in a hierarchy. Benefit: These new filter conditions allow users to select descendant items more efficiently and require less maintenance as tree structures change. For example, a user may create a filter selecting data that resides under a specific portfolio. Before this enhancement, the user would be required to select all the child nodes in the hierarchy and would be required to update the filter as the hierarchy changed. |
| ECL-10349 | Project - Separate "Program" and "Portfolio" fields for reading/querying | Description: When viewing Portfolio / Program relationships for a project, we have separated the two fields. For example, in the filter results screen, users will now see a "Portfolio" column and a "Program" column. When editing the parent of a project (which can be a portfolio or program) the fields remain "together" as they were previously. Benefit: With the advent of our new programs feature during the 2019 calendar year, some customers expressed confusion about the hierarchical relationship of portfolios / programs / projects. The relationship is quite simple, but the UI was lacking. With the exception of the root portfolio node, every portfolio is parented by another portfolio. A program will always be parented directly by a portfolio, and will only have other portfolio nodes as ancestors. A project, on the other hand, can belong to a portfolio directly (in which case, all of it's ancestors are portfolios), or it can be parented by a program (which means it will have one program ancestor and one or more portfolio ancestors). The new UI labeling changes help to make this distinction clearer. |
|
ECL-10372 |
Filters / Adhocs - Resource - Allow filtering by some user fields |
Description:
|
| ECL-10526 | Email Notifications - Add "Approve" and "Reject" actions (email-in) to all approval emails (reminders, assignments, etc) | Description: Users with appropriate permissions are now able to resolve an approval directly from an email notification. Benefit: In today's digital society with several applications competing for your time, having a simple method of resolving approvals via email is a time-saving option that will help managers keep on top of their tasks. |
| ECL-10583 | Filters - Bulk Update - Allow users to update the "Operations" field on projects | Description: Users with appropriate permissions are now able to mass-update the "Operations" flag on projects. Benefit: Prior to this change, edits to this field were a lengthy process and could only be done individually. |
|
ECL-10666 |
Dashboards - Allow custom field names on tabular lists |
Description:
Benefit:
|
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ECL-10711 |
Linked Date Properties |
Description:
Benefit:
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ECL-10735 |
Timesheet - Allow users to filter timesheet tasks for Summary, Non-Summary, and Both |
Description: |
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ECL-10738 |
Approvals - Allow users to open Eclipse Doc directly from Approvals screen |
Description:
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ECL-10745 |
UI - Availability - Add an "Effort Details" popup to show assignments for a resource contributing to heat map on RM/RP |
Description: |
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ECL-10790 |
Program - Allow users to review child project milestones from program dashboard |
Description:
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ECL-10791 |
Timesheet - Allow users to toggle display of weekends |
Description: |
|
ECL-10792 |
Project - Home Page - Allow users to show more financial indicators (ones configured on project) |
Description:
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| ECL-10811 | Eclipse Docs - Can we "import" a word document into the editor? | Description: Users are now able to "open" a Microsoft Word document into the Eclipse Docs editor. Benefit: Microsoft Word is one of the most popular document editing tools in use today. With this enhancement, users will be able to open a Microsoft Word document into the Eclipse Docs editor and save it within Eclipse. |
|
ECL-11040 |
UI - Allow panels to be tri-state - collapsed, halfway, and full-size |
Description: |
|
ECL-11078 |
Home Page - Automatic clean-up of the "removed list" for "future items" |
Description:
Benefit:
|
| ECL-11117 | Filters - Allow custom naming of columns | Description: We have added a new set of user preferences allowing a user to rename the columns in a filter results set. This is a per-user preference and is not shared across the organization. Benefit: Some users will want to change field names to accommodate smaller devices resolutions or to match corporate labels that may be used in third-party products. |
| ECL-11268 | Timesheet - Add user options to control display of projects/tasks | Description: Users can now control the display format of projects/tasks on their timesheet by selecting from several format options. Benefit: Depending on the size and complexity of schedules in your organization, a timesheet can have many projects and tasks making them difficult to find and edit. The new timesheet display options allow users to customize the display of projects and tasks to meet their specific needs. |
| ECL-11328 | Settings Manager - Allow admins to set the default options for 'Administrator Notifications' |
Description: |
| ECL-11329 | Settings Manager - Allow admins to set the default options for user startup preferences | Description: Administrators are now able to adjust the default "Startup Preferences" options that will be applied to new users. Benefit: Prior to this change, Eclipse had a hardcoded set of defaults that could not be customized. |
|
ECL-11664 |
Properties - Expose new tab/sections for project properties |
Description: |