1. New Team Dashboard

Get a complete overview of your team's capacity and utilization with the new configurable Team Dashboard.

Monitor planned and actual effort, costs, availability, and absences to identify bottlenecks and available capacity.

💡 At a glance

• Is my team overloaded?
• Who has capacity for new work?
• How is my team's workload distributed?

📍 Where to find it
TEAMS > Overview
Select a team or skill.

2. Skills and customers as resource objects

Skills and Customers are now integrated into the Teams area and can be managed as resource objects.

This simplifies administration, adds flexibility to resource planning, and enables planning scenarios that were not possible before.

Skills

You can now assign skills directly to activities to support skill-based project planning, especially in the early planning phase.

Once the required resources become available, simply replace the assigned skill with the appropriate team member.

Customers

You can further assign customers and their contact persons directly to activities and to-dos, making customer involvement visible throughout your project planning.

📍 Where to find it
TEAMS > New > Customer or TEAMS > New > Skill
Created customers and skills will appear in the navigation.

3. New Portfolio Reporting Views

Gain deeper insight into your portfolio with two new reporting views for resource utilization and milestones.

Utilization View

Monitor project team utilization across your portfolio and identify resource bottlenecks early.

Milestones View

Get a consolidated view of milestones across your portfolio, making it easier to track upcoming deadlines.


💡 At a glance

• Where are resource bottlenecks emerging?
• Which milestones are coming up next?
• Which projects require immediate attention?

📍 Where to find it
PORTFOLIOS > Dates
Select Utilization or Milestones from the View Type selector.

Available with the Portfolio Analysis Option (PAO).

4. Major Gate Management Enhancements

Gain greater transparency throughout your gate review process with new review tracking, reporting, and KPI capabilities.

Available with the Gate Management Option (GMO).

Improved Controlling View

See the current and previous review attempt at a glance to track review progress more easily.


📍 Where to find it
PORTFOLIOS > Traditional Project > Controlling > Gates

New Gate Review History

Get a tabular overview of all gate review attempts at project level, making it easy to review past decisions and export individual reviews as PDFs.

📍 Where to find it
PORTFOLIOS > Traditional Project > Controlling > Gates
Switch to the Gate Change History view.

New Gate Progress Report

Generate a Gate Progress Report combining the current gate status and complete gate review history in a single PDF.

📍 Where to find it
PORTFOLIOS > Traditional Project > Controlling > Gates
Click Gate Progress to generate the report.

New Built-in KPIs

Access three ready-made KPIs for real-time gate reporting: Gate Approval Rate, Gate On-Time Rate, and Gate Fulfillment Score.

Monitor gate approval, schedule adherence, and gate quality at a glance.

📍 Where to find it
PORTFOLIOS > KPIs
Add the new KPIs to your dashboard.

Requires the Portfolio Analysis Option (PAO) to access the KPI dashboard.