Release Notes

Epicflow release notes contain information about features and enhancements in each version. This page covers notes on updates, new features, and bug fixes.

November 2024

Version Enhancements

1. Timesheet

2. Graphs

3. Task List

4. Pipeline

5. Administration (User Management)

6. Resource Management

7. Import

8. Mobile App

9. Other

Bug Fixes

Fixed an issue with the Project Permissions where users couldn’t manage the Module Library if they lacked permission to ‘Create Project’.
Fixed an issue with the Future Load Graph where it displayed the average load over a wider date range.

October 2024

Version Enhancements

1. Timesheet

2. Graphs

3. Task List

4. Pipeline

5. Administration (User Management)

6. Resource Management

7. Import

8. Mobile App

9. Other

Bug Fixes

Fixed an issue where the Gantt Chart wasn’t displayed for inactive projects.
Fixed rendering issues with Gantt Chart visibility in Quick Edit Mode.
Fixed an issue with scrolling in Quick Edit Mode of the Module Library.
Fixed an issue where advanced reports were missing in the Report Generator.
Fixed an issue with multiple assignment where the “Assign to” button didn’t react.
Fixed an issue with changing dates using Milestone Diamond in Quick Edit Mode.
Fixed an issue with project permissions where users were able to see projects, they didn’t have permission to view.
Fixed an issue with availability upload where exponential notation wasn’t accepted

September 2024

Version Enhancements

1. Timesheet

2. Graphs

3. Task List

4. Pipeline

5. Administration (User Management)

6. Resource Management

Added the ability to view the last login date of the user on the user’s card.

7. Import

8. Mobile App

9. Other

Bug Fixes

Fixed an issue where the Project Name wasn’t displayed at the user level in the Capacity View.
Fixed an issue where attributes weren’t displayed on the Personal Task List.
Fixed an issue with the Business Value Filter.
Fixed an issue with the Priority Difference between the Task List Group view and the Pipeline/Task Card.
Fixed an issue with the Historical Load Graph, including load and output issues.
Fixed an issue with Prediction: single project leveling where the dates weren’t estimated correctly.
Fixed an issue with Module Library items where items weren’t added with the correct names.
Fixed an issue with the Resource Allocator Battery.
Fixed an issue with Scrolling in Quick Edit Mode of Module Library
Fixed an issue with importing roles through the Maintenance Page.
Fixed an issue with the end date when adding capacity for teams.
Fixed an issue with the visibility of phases and comments in the Personal Task List.
Fixed an issue where a refresh is required to see newly added comments in the Personal Task List.
Fixed an issue with project bars where diamonds did not always appear.
Fixed an issue with black fields appearing in the Gantt chart while in Quick Edit mode.
Fixed an issue with incorrect usernames after creation by a user with limited scope for groups in the ‘My Group’ permission.
Fixed an issue with saving changes in the Resource Card by a user with limited scope for groups in the ‘My Group’ permission.
Fixed an issue with task card visibility for users with the ‘View & Manage My Group Project’ permission
Fixed an issue with displaying assignments in the task card.

August 2024

Version Enhancements

1. Timesheet

2. Graphs

3. Task List

4. Pipeline

5. Administration (User Management)

6. Resource Management

7. Import

8. Mobile App

9. Other

Bug Fixes

Fixed an issue where Pipeline Scrolling didn’t scroll to the bottom of the list of projects.
Fixed an issue with the Future Load Graph, including load issues and the visualization of holidays.
Fixed an issue in the Group Task List where the icon indicating a task was assigned via budget was missing.
Fixed an issue where the Inherited/All Tags column was missing in the Task List Group View.
Fixed an issue with the size of columns in the Task List Group View, Meeting View, and Personal View.
Fixed an issue where assigning a resource to the team twice was allowed.
Fixed an issue with Inactive Project Visibility, where not all inactive projects were listed in the inactive projects area.
Fixed an issue with Quick Edit Mode that wasn’t opening for Inactive Projects.

July 2024

Version Enhancements

1. Timesheet

2. Graphs

Added a visualization to the Gantt chart indicating when a task has been extended by adjusting its duration in the task card.

3. Task List

Improved assignment pop-up when it is material group and material units are enabled.
Changed default amount of the displayed columns at the Group Task List page – Capacity View.
Added Business value filter for the Group Task List page.
Added verification rule for the Start and Finish date of the Item’s Constraints.
For the Group Task List page. Displaying of the categories “non estimated” and “completed” is changed in a way to show such only when filters for the stage is applied.
Added possibility to add Teams via Task Card Resource Allocator.
Added the option to close pop-up for reporting hours with [X] button.
Added the star indicator next to the multigroup in task list group view to distinguish it from others.

4. Pipeline

Added functionality to add items also at project level through the context three dots menu.
Improved Leveling for the projects.
Applied functionality to upload\update projects in csv format via UI.
Applied functionality to export projects into csv format from UI.
Support linked milestones from phases.
Embedded support of the linked milestones from phases.
Added Zoom option to project or to active task/item via selection “Magnetize …” item from the context menu.
Adjusted behavior of the newly created project’s depiction, when it is created through project duplication mechanism. Previously, it was not visualized from the moment of creation.
Adjusted range of the selection width at Load analysis popup opening.
Added Competences option at adding item to the module library.

5. Administration (User Management)

Added new functionality of “System Maintenance”. It allows to Export\Import “Resource Pool”, “Competencies”, “Availability”, “Calendars”, “Attributes” and Export Logs in .csv fromat.
Added permission “Scope of project groups”.
Adjusted rules of the highest-level group depiction, in a way to hide it, when user is entitled to see only one.
Removed duplicate permission “Manage attributes” at Task, Summaries and Milestones level since such is present at Global permission level.

6. Resource Management

Added highlighting for the resource after user card saving.
Added possibility to change password for System Account with SSO enabled.

7. Import

Resource Pool Import with the Teams support functionality.

8. Mobile App

9. Other

Improved processing of the disk space usage.
Provision of Migration functionality from the Old Current Platform to the New Enterprise edition.
What-if Adjustment with functionality to save sessions (including shared sessions).
REST API adjustment.
AI Containerization.
All configuration settings from now stored as personal.
Returned option to Add notes on User’s card.
Implemented API to get all (or all open/archived) projects.
Implemented API to get Ongoing\Completed\Active\Inactive projects in EF.
Implemented API for the TAGS support at Project level.
Implemented API for the TAGS support at Items level.

Bug Fixes

Permission issue with project upload.
Depiction of the rate based on defined role’s permissions.
Corrected focus depiction at role duplication.
Group Task Page issue with range preservation at zooming or “today” selection.
Fixed issue with budgeted resources that were not shown for split assignment.
Issue with the Calendar assignment at no granted permission for task editing.
Items overlapping in the Item Card at Calendar selection.
Overlapping of the Start and Finish dates in the Item’s Card Prediction section.
Fixed undo option for the distributing budget to user action.
Issue with two assignment task creation when only one ID is filled.
Issue with “Red” battery sign at assignment to “Green” resource.
Resource card issue – not possible to save changes after hiding column GTD% and sub-user ID.
Issue with the first sync and pushing forward remaining work on Fixed Duration task.
Corrected sizing of the “Grey” diamonds at Pipeline page.
Fixed issue with “chain contributed to priority” consistent depiction for the Task List Meeting view and Group view.
Fixed functionality to Hide, Unhide and Change sequences of groups in Future Load Graph.
Fixed an issue with hide/unhide group in Resource Management Page.
Issue with consistency of the displayed Priority at the Task Card and Task List page.
Issue with reporting hours based on specific permissions set.
Fixed issue with the projects name displaying on Timeline and Project names, matching those to Capacity view and those on the Timeline.
Issue with the incorrect Out of Group Orange color indicator appliance to other groups
Phase date issue task card vs phase card.
Split assignment and SYNC with MSP issue.
Issue with the incorrect “Red” dot indicator appliance for the not fully load user.
Issue with Parent Path depiction on hovering at the Group Task List page.
Inherited attributes were not displayed in the task attribute column, timeline and capacity view.
Fixed algorithm for prediction date calculation in case of Unit Pool usage.
Fixed depiction of the date for the case when different Time Zone is used.
Current user’s profile copying issue.
Fixed an issue where comments in the Task List Group view did not show the initials of the comment creator.
Fixed an issue in the Timeline where Quarters was unintentionally changing to Months.
Fixed an issue with the Milestone Deadline at the end of the year.
Fixed an issue with the missing option to remove all resource from a task in Task List Group View.
Fixed an issue with opening Quick Edit Mode for newly created projects in inactive tab.
Fixed an issue in Capacity View with inconsistent field colors when a user is overloaded.
Fixed an issue in the QEM of the Module Library when changing spent hours.
Fixed an issue with Load Calculation in Load Analysis and Capacity View.

March 2024

Version Enhancements

1. Timesheet

2. Graphs

3. Task List

4. Pipeline

5. Administration (User Management)

6. Resource Management

7. Import

8. Mobile App

9. Other

Added new columns in Project Data report: “CreatedAt”, “CreatedBy”, “AddedAt”, “AddedBy”, “DeletionDate”, “ArchiveDate”.

Bug Fixes

Fixed Bug with Constraint date in the future puts task in Ready to Start stage.
Fixed Bug with Phases: Selection menu is gone when exiting what-if.
Fixed bug with Splitting Budget functionality.
Fixed bug where user’s days off were not taken into consideration while showing load in Prediction Plan.

February 2024

Version Enhancements

1. Timesheet

2. Graphs

Added a Remaining weeks graph for multigroups.

3. Task List

4. Pipeline

Added filter Item Type

5. Administration (User Management)

6. Resource Management

7. Import

8. Mobile App

9. Other

Bug Fixes

Fixed bug with booking slider not working in task card.
Fixed a bug in the Resource Allocator Battery feature where the displayed color inaccurately reflected the user’s available capacity.

December 2023

Version Enhancements

1. Timesheet

2. Graphs

3. Task List

4. Pipeline

5. Administration (User Management)

6. Resource Management

7. Import

8. Mobile App

9. Other

Bug Fixes

Fixed bug with opening Quick Edit Mode of some projects.

November 2023

Version Enhancements

1. Timesheet

2. Graphs

3. Task List

Added an option to truncate left or right values in the Parent Path column for the Group Task List.
Added a mechanism where users can choose Planning Types such as infinite capacity planning or Pipeline Leveling – a switch that takes into account the duration of tasks.

4. Pipeline

Added an option in Quick Edit Mode to choose type of item that will be created.
Added an option in Quick Edit Mode to copy assignee(s) to another task.
Added an option to create an adjusted Phase(s) with color.

5. Administration (User Management)

Added an option to create a role for users with Task, Summaries, and Milestone permissions, including attribute management.

6. Resource Management

7. Import

8. Mobile App

9. Other

Bug Fixes

This section contains the list of the bugs fixed.

September 2023

Version Enhancements

This section describes the enhancements in ver. September 2023 of Epicflow.

1. Timesheet

2. Graphs

3. Task List

Improved filtering result for Budget resources and tasks.
Developed Budget task reservation (wh) for the resource groups.
Applied Budget tasks functionality for Multi-groups.
Improved Group Task List in a way to hide “Completed” and “Not estimated” items before applying the filter at Group Task list page.
Applied highlighting for outside of the group assignments (not implemented for Group Task list).
Added new column “Suggested resources” for the Group Task list page.
Added Tooltip for Priority to display a chain of tasks that contributes to priority at Group Task list page.
Improved filtering for the unassigned tasks at Task list page with two assignments per item.
At Group Task List page, we have added next new filters:
1. “Parent path”
2. “Booking Id”
3. “Rem/Spent.Total
4. “Phase”
5. “Milestones”
6. “Budget”
7. “Info Field(s)”
8. “Budgeted user”

Extended filtering parameters for the “Milestones” parameter at Group Task List page (Too late, Coming week, Coming month, Next week and Next month).
Extended filtering parameters for the “Rem/Spent/Total” with equation definition (Equal, Less than or equal, Greater that or equal).
Added filtering options “No assigned user” and “Anyone” for User filtering parameter at Group Task List page.
Added functionality of Quick filtering for the Group Task List page as item appearing to the left from displayed value at hovering on such.
Added functionality of Quick resource assignment for the Group Task List page.
Added option “Force Ready To Start” at Group Task List page for the “Plain view” view.

4. Pipeline

Budget functionality improvement (Enabling budget processing in the project card). Allows verification of the planned work (mh) is it still within the defined budgeted amount (mh).

5. Administration (User Management)

6. Resource Management

7. Import

8. Mobile App

9. Other

Bug Fixes

This section contains the list of the bugs fixed.

Fixed bugs with filtering by “Phase” parameter at Group Task List page.
Fixed bugs with filtering by “Stage” parameter at Group Task List page.
Fixed bugs with filtering by “Budget” parameter at Group Task List page.
Cosmetic fix of positioning for the filters selector frame at Group Task Card page.
Cosmetic fix of positioning “Budgeted resources” field on Assignment frame.
Cosmetic fix of positioning “Budget assigned to” and “Budget distribution” fields on Assignment frame.
Cosmetic adjustment for old budget icon with positioning adjustment to minimize empty area at Resource Allocator Adviser frame.
Fixed issue with missed Task Card item for displayed task at Group Task Card page.
Fixed issue with overlapping of Quick filtering item over Task Card item at fast mouse cursor repositioning.
Fixed issue with overlapping of “Bookin Id” parameter at Group Task Card page.
Fixed issue with Quick Edit Mode, during selecting rows an additional row is selected.
Fixed issue with Pipeline – Disappearing bars.
Fixed issue with Group Assignment Option is missing in Remaining Weeks Graph.

August 2023

Version Enhancements

This section describes the enhancements in ver. August 2023 of Epicflow.

1. Timesheet

2. Graphs

3. Task List

Suggested resource column added to the Task List page.

4. Pipeline

Created a hierarchy in the Module library that mirrors the Business Unit and Project Groups hierarchy in the pipeline.

5. Administration (User Management)

Prevent User from Suggesting Resource for Own Task by permission.

6. Resource Management

7. Import

8. Mobile App

9. Other

Bug Fixes

This section contains the list of the bugs fixed.

Fixed bugs with Plugin: Attempting to Synchronize Full Resource Pool Results in a Memory Exception.
Fixed bugs with Personal Task List: Tasks Assigned Outside of Group Not Displayed.
Fixed bugs with Filter Attributes not sorted alphabetically.
Fixed bugs with Module Library that cannot be resized.
Fixed bugs with Plugin: Wording in the Suggested Resources Dialog Box.
Fixed bugs with ASK LIST Meeting View: Users Can See N/A User in the Left-Hand Pane.
Fixed bugs with Plugin: Session Timeout Warning Still Displays an Invalid Session.

July 2023

This section describes the enhancements in ver. June 2023 of Epicflow.

1. Timesheet

2. Graphs

3. Task List

New fields has been added to Task List Reports.

4. Pipeline

New fields has been added to Pipeline Advanced Reports.

5. Administration (User Management)

6. Resource Management

7. Import

8. Mobile App

9. Other

Bug Fixes

This section contains the list of the bugs fixed.

Unable to complete tasks in the task list group view by category by selecting ‘completed’ from the list of statuses, the task cannot be completed successfully because the ‘completed’ option is not available
Unable to select multiple lines that extend across more than one screen within the Quick Edit Mode.
Unable to use function Constraint Dates in Task List Group View settings, because it’s greyed out.
Inherited attributes aren’t displayed in task attributes column in Task List Group View.
The font used for the project name should be more readable.
The resource manager can’t manage the user’s availability unless they have permission to manage rates.
Not all tasks assigned to the user are displayed in task list group view.
Not all categories of tasks should be displayed in task list group view by default – only outstanding tasks.

June 2023

Version Enhancements

This section describes the enhancements in ver. June 2023 of Epicflow.

1. Timesheet

Added new item Timecard. It helps to focus on reducing the amount of time an individual spends recording their progress over the project and make it quicker for them.

2. Graphs

3. Task List

Added new functionality Capacity view for the Team Schedule (Group View)

4. Pipeline

Advanced attributes filtering functionality is added at Pipeline page.
Group/User view unfolding strategy
Added support of projects attributes (inc MSP sync)
For the Future Load graph at Pipeline page added Inactive and Load Analysis that helps to identify items which are creating load for the specified period. That is a powerful tool for the further Load and Capacity analysis in prospective of Project per teams.
Added another tab for the Closed projects.

5. Administration (User Management)

6. Resource Management

Added Group battery symbol at Resource allocation advisor for better indication those resources that have enough Capacity for the task carrying.

7. Import

8. Mobile App

9. Other

What-if enhancement
Permission updates – separate out combined permissions e.g. Tasks Tags
Prevent User from Suggesting Resource for Own Task
Allow Users to See Other Resource Names and Groups on Tasks and Pipeline
Add options to the Group section of the Group Task List to allow users to Select/Deselect All groups in group selector
Where a user with no permissions to synchronize named resources to Epicflow adds a named resource to a project plan, the Suggested Resource dialog box will only display generic resources within the same group as the Suggested Resource.
Pop-Up Timeout Warning In Epicflow and PPM Plugin when system has not been used for greater than the timeout period
[Performance Improvement] QEM is opened slowly
[Performance Improvement] RM page is slowly loaded when the user come back to All groups from the 3 level of MultiGroup
[Performance Improvement] Resource allocation advisor is opened slowly
[Performance Improvement] Improve the dropdown of a project when creating an item

Bug Fixes

This section contains the list of the bugs fixed.

Plugin: Unable to Synchronize Budget Task Back to EpicFlow
Unable to add module to Project Plan
Unable to Add Attributes or Competencies to Generic Resource or Facilities
Module Library: Unable to search for tasks in Module Library by tag
Backup Scripts Do Not Execute Maintenance Schedule.
“Reassign Tasks” Not Displayed For User With Absence Within 61 days of current date
Resource Allocation Not Visible On Resource Management Screen
Generic Resource Synchronization with Epicflow is not Automatic
Unable to convert Inactive Project to Module Library
Plugin: Suggested Resources Functionality Does Not Display Generics
Resource Pool: Resource Groups Cannot Be Amended
Resource Pool: Named Resource Not Automatically Mapped
Generic Resource Added in Epicflow Adds Group In PPM
Action Attribute is Not Hidden in Filter
Future Load: Group Load Work Hours Inconsistent With Resource Hours
Availability: Holidays Calculated Incorrectly For User Availability Or Load
Plugin: Sequence Contains No Elements Error
Group Task List: Filtering for User Values Slow
System crash post sync of large plan containing work type resources as a cost type resource
Task Card: User Can Add Effort for Other Assigned Resources
Task Card: User Can Suggest Resource for Own Task
Resource allocation advisor: Pinned Resource Moves From Top of Dialog Box
Module Library: Unable To View Whole Of Task/Summary in Module Library
Pipeline: Module Library Info box Hidden Behind Today Icon
Module Library: Unable to search for tasks in Module Library by tag
Imported date time on other project Info & Buffer tab is missing the Timestamp
Plugin: Suggested Resources Functionality Does Not Display
GenericsResource Pool: Unable to Update Existing Named Resources.
Resource Pool: Resource Groups Cannot Be Amended.
Resource Pool: Named Resource Not Automatically Mapped
Task List: Saved Filter Does Not Apply On Group View
Action Attribute is Not Hidden in Filter
Quick Edit Mode: Resource Drop Down List Slow/Does Not Appear
Availability: Holidays Calculated Incorrectly For User Availability Or Load
Plugin: Sequence Contains No Elements Error
Group Task List: Filtering for User Values Slow
Plugin: Attempting to Synchronize Full Resource Pool Results in Memory Exception

October 2022

Version Enhancements

This section describes the enhancements in ver. October 2022 of Epicflow.

1. Timesheet

2. Graphs

Added pipeline filters to resources at Future Load Graph page
Added toggle for the Future Load Graph to switch between group and user hierarchy at graph analysis.

3. Task List

Added functionality in Resource Allocator for finding and replacement

4. Pipeline

Added Future Load graph filters to Projects at Pipeline page
Implemented dropdown active projects/load analysis
Added functionality for “Filtered only” reports from the Pipeline when User/Group/User tag/Group tag filters are applied
Added functionality for Bottleneck Analysis to define Top X projects that are causing Future Load on defined Time range.

5. Administration (User Management)

Permission updates – separate out combined permissions e.g. Tasks Tags

6. Resource Management

7. Import

8. Mobile App

9. Other

Have reworked Budget tasks based on the next requirements:
i. Apply functionality to work with Generic resources
ii. Takes into accounts Global Grade
iii. Makes sure there is No Double Counting of hours in the MSP file
iv. Match the requirements of the customer financial system since MSP is used for forecasting

Bug Fixes

This section contains the list of the bugs fixed.

Project tag is absent when duplicate the project
Project Booking ID is not copied when duplicate a project
No dates on Historical graph when select all groups
The user filter on RM doesn’t work correctly
Impossible to Undo on Task list after deleting a task
Historical load is empty for newly created group
Text25 (Suggested resources) is filled for every assignment in MSP when log time in some task
Module Library slow in response due to large number of tasks in the library
Capacity line at Historical load Graph is not in line with Capacity line at Future load Graph
Future Load Graph is broken when no dates are selected
Tasks stay linked to Budget even if Budget is reassigned on another group
Timesheet – Out of scope tasks are missed
The hierarchy in the resource allocation advisor is not displaying correctly
Personal Task-List Priority Different to Priority on Task Card
Priority Filter Resets When Pipeline Filtered By Additional Parameter
Change hours in task does not change status
Assignment split functionality drops additional assignments when synced back to PPM
Advanced Project Data Not Exporting in Pipeline Reports
Graph: Error On Displaying Graphs
Pipeline: Error on Displaying Future Load Graph
Resource Management: Error on Displaying Future Load Graph
Task Card: Unknown Field and Word Displayed
SuccessFactors interface rejects records with blank experience end date
Epicflow Plugin – Insufficient Privileges to add Attributes from Project
Pipeline: Unable to Download or Export Report
Task List – Reassign Tasks fail Due To Unhandled Error
Plugin: Unable to Synchronize Budget Task Back to EpicFlow
Task List: Error Occurs Using Project Manager permissions
Pipeline: Standard User Role Can Edit Project group
User Details: Standard User Role Can Add Initials
User Details: Standard User Role Can Edit Email Address
Task Card: User Can Complete Task Assigned To Multiple Resources
Project with Business Unit Field Populated Is Not Created Under Project Group Hierarchy
Revert hours at task completion
User NA out of scope
Spelling Mistake on TaskList Assignment for Duplicates
Epicflow Error Messages: “Occurred” is spelled incorrectly
Unable to Synchronize Project When “Create Project” Permission is disabled
TaskList: Task Moves to “In Progress” Instead of “Ready to Start” from “Recently Completed” Status”
Validate Roles and Permissions: Spelling Consistency
Using What-If Analysis With Multiple Tabs Open Results in Saving Of Analysis
Plugin: Unable to Synchronise Due to Unknown Group ID
Plugin: Sequence Contains No Matching Element Error on First Project Synchronisation
Fix for the issue with Frozen Login procedure.
UCLT levelling
Issue in Load/Capacity in Epic Flow at Historical Graph
Task in table not in line with task in Gantt
Negative hours at Timesheet Page
Pipeline Leveling is not shown

March 2022

Version Enhancements

This section describes the enhancements in ver. January 2022 of Epicflow.

1. Timesheet

2. Graphs

3. Task List

Added functionality of Split Assignment for the tasks.

4. Pipeline

Adjusted labeling “Tasks of <project name>” for the Task List page after selection option “Show list of Task”
Like the option for Active Projects, we have added “Show list of tasks” option for Inactive Projects as well. That would allow to assign resources to the tasks of Inactive Projects and identify bottlenecks without need to transfer Project into Active area.
Future Load Graph at Pipeline page is changed in a way to depict also load created by Inactive Projects. Be aware that this functionality is not available at Graphs or Resource Management pages.

5. Settings

Added functionality of Roles’ and corresponding Permissions Import\Export. By default, access to “maintenancePage” is forbidden.

6. Resource Management

7. Import

8. Mobile App

9. Other

Added new columns support at Microsoft Projects synchronization, such as:
- Project Tags (“Project Tags” column. Allows to assign Tags for the Project. Visible in Project Card)
- Task, Summary and Milestone Tags (Column “Text27”. Allows to assign tags per item.)
- Attributes (Column “Text26”)
- Booking Id (Column “Text29”)
- Constrained Date (Columns “Date1” and “Date2”)
- Competences
Added support of Generic Users creation directly from Resource Pool. For that must be used “Generic” column. Be aware that flag adjustment won’t change type of the previously created resource.
Added functionality to put Task, Summary and Milestone to inactive in Microsoft Projects plan. With it help you can define activities\items that should be ignored at current stage but could be added later without necessity to delete such.

Bug Fixes

This section contains the list of the bugs fixed.

Linked mode symbol
Task List filters stuck on and ‘project’ column filter not working and filtering accordingly
Users can walk through the process of changing password (does not work but is misleading)
Quick Edit – timeline starts at 2015
Can upload a picture in profile page
Inactive tab still drops back down when dragged up
Task list scrolling after completing task
Need to disable MS Project Plugin auto update via FTP
Filter that ‘removes all filters’ on the task list tab did not work correctly
Unable to delete project from system and sync again as if for first time – every time synced EF recreates in PPM all of the old tasks that have been updated
Multi assign & filtering
Multi Assign – Duplicate error message
Not ready to start in progress
Task card /Wrong Project name
Project filters in Task list
Multi assign with several assignments
Module library data fields
Ready to start
Assignment by Resource Name
Fixes for “Include inactive projects assignments in Future load”
Personal timesheet is not working for user with Role: No access
Timeline not set correct after logging in in fresh system
Added backend validation for Manage group/user assignments
Budgeted resources are not filtered on Task list when type manually and Competence column is hidden
Value in filters on RM disappears after refreshing the page
List of groups is not scrolled on Permission page
List of groups on Future load doesn’t return when we leave multi-group mode
Task list is empty when open it after the inactive project
Resource tag and Competence are shifted in ResourceGroupAdvanced report from Pipeline (csv)
List of projects is not scrolled when create a summary at Task list page
Task doesn’t change its position on Personal task list when change status
Generic resource of MG is not displayed as assignment in task
Resource Management page – Incorrectly displayed Availability hours
The required Attributes are escape in case if copy a task (Summary);
The required and inherited Attributes are escape in case if duplicating project to inactive;
The second assignment isn`t added at Pipeline page
Group and capacity data are missing in user card after attempting to delete user with assignments
Some buttons are not disabled when user drags MSs in Pipeline
No financial info for default Administrator role

December 2021

Version Enhancements

This section describes the enhancements in ver. December 2021 of Epicflow.

1. Timesheet

2. Graphs

3. Task List

4. Pipeline

5. Settings

6. Resource Management

7. Import

8. Mobile App

9. Other

Bug Fixes

This section contains the list of the bugs fixed.

Comments box as a user
Task List filters stuck on and ‘project’ column filter not working and filtering accordingly
Inherited attributes not pulling through on Gantt pipeline view (only main attribute)
Task list filters – resource tag does not seem to work as expected.
Permissions change on system update
Widespread permission changes on system update
Filters in Pipeline alter when a Favorite is created
Quick Edit – timeline starts at 2015
Assignment deletion when ‘Manage user\group assignments’ is set to ‘View’
Task list filters – resource tag does not seem to work as expected.
Filters in Pipeline alter when a Favorite is created.
Hours booked against task incorrectly
Sync issue – Numbers instead of the task name
Filtering by Attribute value inherited from the Summary level
Fixed bug with the visible meeting view for User.
The filter “Attribute” doesn`t apply in Recourse allocation advisor
Task list is corrupted after user double click on no group in Group column
Task list filtering: Suggested resource filter doesn’t work when type resource manually
Task list filtering: Group + Suggested resource
Task list filtering: Name of First Milestone
Server clock in Epicflow shows the correct time following a synchronization.
Budgeted assignments in the task card
Shouldn’t be possible to create Material group when manage material is not allowed
Remove “No access” option in Item card Permission for some items
Permissions are not applied on Personal task list
Order of groups is not changed from Alphabetical to default
Issue with removing selected at Personal task list user by cross button
Issue with adding suggested resource if user has permission No access\View to item fields
Issue with removing attributes contained in the field “All Attributes” of Resource allocation advisor, inherited from the Summary\Task Card.
Inherited attributes/skills are back after the Task Card reopening
Hide Business value column on Personal task list when Business value permission is set to ‘No access’
Filtering by Attribute value inherited from the Summary level
Implement attributes matching in resource adviser
Do not show Pipeline leveling\Infinite capacity drop-down at Future load group if it switched off
Competencies are not visible at cards
Manage permission [Resource Manager] Baseline – no option to switch it on
Users are absent when create new assignment in task card
‘Scroll to’ overlaps the text in Resource advisor
Remove header “Users in …” from Resource advisor and put this info in the first section (see design)
Primary multigroup should be shown instead of prohibited group
‘Order by’ selected option should be saved in local storage
Multigroup which contains other Multigroup should show the list of users and sub-groups
Impossible to add user to group when user is just created/ or added to the group/ or removed from the group
Grey battery for Generic users is absent in Resource advisor when filter ‘Hide competence’ is applied
Default order is not changed on Resource Advisor when change order on RM
Current group should be absent when creating a new assignment in the task card
Project Card is shown only with View permission (Manage or Advanced permission is set) when opened after the selection of “Show list of tasks” option from the Project’s Pipeline menu.
Frozen UI after adding attribute to the Summary Card from the Pipeline page.
“Remove all filters” item at Task List page stops to work when going back from the “Assign to multiple task”.

November 2021

Version Enhancements

This section describes the enhancements in ver. November 2021 of Epicflow.

1. Timesheet

2. Graphs

3. Task List

4. Pipeline

5. Settings

Added new permission for the “View & manage projects” and “View scope of projects” in the “Project Permissions” block – “Owning Project manager”
Permissions optimization in a way of removing redundant fields

6. Resource Management

7. Import

8. Mobile App

9. Other

Bug Fixes

This section contains the list of the bugs fixed.

Fixed condition for checking project manager permissions
Fixed issue with Assignment permissions related to the “sequence contains no matching elements” error message
Fixed stuck Task List filters
Fixed issue at MS Project Sync when user has no permission to add suggested resources

October 2021

Version Enhancements

This section describes the enhancements in ver. October 2021 of Epicflow.

1. Timesheet

Added Attributes filter to the Timesheet page.

2. Graphs

3. Task List

Added Attributes filter to the Task List page.

4. Pipeline

Added Attributes filter to the Pipeline page.

5. Settings (former Administration)

Have reworked Permissions set at Administrator page in the system.
Administration module renamed into the Settings

6. Resource Management

Added Attributes filter to the Resource Management page.

7. Import

8. Mobile App

9. Other

Have Implemented Suggest Resource functionality for the MSP integration.
Have extended report from the Resource Management page.
Added Attributes functionality for the Resources and Tasks.
Added possibility to adjust Support email in the System configuration.

Bug Fixes

This section contains the list of the bugs fixed.

Improved performance of the system.
Fixed issue with the MS Project synchronization caused by Permissions adjustments.
Fixed “Assign to” functionality disappearance from Personal task list.
Fixed issue with Milestone Card update when you change values in Quick Edit mode.
Issue with an update of Availability in Group at its change in the User Card.
Fixed issue with the corrupted layout at Pipeline page after the filter usage.
Fixed issue with incorrect results on filtering at Resource Management page.
Issue with the Competence creation from the User Card.

August 2021

Version Enhancements

This section describes the enhancements in ver. August 2021 of Epicflow.

1. Timesheet

2. Graphs

3. Task List

Have improved navigation among groups in “Resource allocation advisor“ on resource assignment\reassignment operation. A tree structure for Multi-group with “breadcrumbs” item will make navigation and selection of the required sub-group much more easier.
For the Personal Task List page added new item “See all“. It allows to select all tasks from the corresponding category at once.

4. Pipeline

5. Administration (User Management)

6. Resource Management

7. Import

8. Mobile App

9. Other

Bug Fixes

This section contains the list of the bugs fixed.

Fixed support of negative budget task’s on Gantt.
Fixed order of deleted task’s assignment for Task card and Task list.
Issue with the skills depiction on User Card after user invite/re-invite.
Improved “competences” text depiction for reassign pop-up and competence filter.
Fixed depiction of groups dragging on Resource Management page
Fixed notification message at image upload more than 64kb at user card.
Issue with “&” depiction at Task List page
Fixed control items positioning for the “Unmapped Resources” from Resource Management page.
Issue with Error message on attempt of Resource Pool deletion.
Issue with groups tags deletion.
Fixed depiction of the spinner on start of pipeline leveling process.
Issue with Resource Management page automatic reload on User Card closure.
Fixed depiction of the Phase drop-down item in Task Card.
Issue with empty Summaries filtering out on tag filter selection.
Fixed positioning for the “Current User” item when configuration on User invitation is being selected for copying.
Issue with scroll on User Card for tags items
Fixed issue with Tooltip absence for crossed out icons on Group card at Resource Management page.
Issue with appearance of the toaster ‘Duplicated assignment is not allowed’.
Issue with warning text appearance in assignment pop-up for the task with no group.
Issue with scroll disappearance on user’s password change.
Fixed placeholder for filters.
Issue with filters depiction after Task Card resize in Timesheet
Fixed behavior of Browser Back button from Timesheet page.
Fixed issue with incorrect Battery sign color depiction.
Fixed functionality of Constraints date dragging at Gantt chart.
Issue with menu depiction in Quick Edit Mode.
Fixed issue with Cloned Milestone creation.
Fixed depiction of Phases in dropdown list at Phase completion.
Fixed issue with type validation at UI for “Hours” field.
Fixed issue with notification of “No internet connection” verification.
Issue with multiple spent hours reporting from Timesheet and its automatic update.
Fixed issue with Project’s naming overlapping.
Issue with Multigroup assignment.
Fixed issue with Tooltip for an Empty Summary in Quick Edit Mode
Issue with Warning messages at items conversion in Quick Edit Mode
Fixed issue with budget allocation for a budget task that does contain no group.
Fixed issue with Basic report for the applied filter at Pipeline page
Issue with incorrect Availability value depiction for the future dates in mini-timesheet.
Fixed user notification of password validation at new password specification.

July 2021

Version Enhancements

This section describes the enhancements in ver. July 2021 of Epicflow.

1. Timesheet

2. Graphs

Have removed Generic Users as a separate item from the Future Load Graph. Any Load created by the task assigned to a Generic User depicted as a load of the Group itself.

3. Task List

Have adjusted min size of the Priority column in a way of setting up its width to a three characters.
Added depiction of the Budget Allocations for budgeted tasks.
Added new view “Meeting view“. It allows to filter out resources to perform their tasks review and their further analysis with the team.
Added new functionality to define Extra availability hours for the resource at particular task assignment.

4. Pipeline

Added View settings for the Pipeline page. It allows to configure depiction of Spent & Remaining hours at Gantt chart.

5. Administration (User Management)

6. Resource Management

Added new type of a User “Generic User“. In opposite to common user type it can be a part of Multigroup or Group but it has no capacity. In such way you can use it to indicate a “group\sub-group”(type) of resources for the task accomplishment but without direct specification of a particular resource. Load of Generic User is distributed over the whole Group.

7. Import

8. Mobile App

9. Other

Bug Fixes

This section contains the list of the bugs fixed.

Fixed Project Leveling functionality for the case when assigned group has no capacity.
Fixed incorrect Filtering by Phase.
Issue with adding a skill with multiple levels to user card.
Issue with positioning at dragging of the previously saved filter when additionally a new filter is created.
Issue with Task Card depiction for Quick Edit Mode at specific screen resolution set.
Incorrect icon alignment with the text in tooltip for the selected filters at Future Load Graph.
Fixed issue with the Calendar depiction at hours distribution on Task’s completion.

June 2021

Version Enhancements

This section describes the enhancements in ver. June 2021 of Epicflow.

1. Timesheet

2. Graphs

3. Task List

4. Pipeline

For the better planning and control we’ve implemented Budget distribution functionality. It helps to improve further budget allocation among the project team members on their tasks.

5. Administration (User Management)

6. Resource Management

7. Import

8. Mobile App

9. Other

Improved notification message on the system update in a way of adding close button.

Bug Fixes

This section contains the list of the bugs fixed.

None for the current release.

April - May 2021

Version Enhancements

This section describes the enhancements in ver. April 2021 of Epicflow.

1. Timesheet

2. Graphs

For the Historical Load graph we’ve improved Total average calculation for the different Output View mods in a way of adding Capacity average value and separating Total average Output from Total average Spent.

3. Task List

We’ve added a Booking ID feature to the system. Now every project item (Summary, Task or Milestone) can have a special number/code/word that is used as an identifier. It can be added in a Task/Summary/Milestone Card and used later in filters to find necessary items.
We’ve implemented a mechanism of Booking ID inheritance by sub-items from a Summary in case if none is specified for them.
We’ve created Personal Task List tab on the Task List page to let you overview all your individual tasks sorted out by priority that belong to active projects in the system. Personal Task List is set as a default page to be displayed after logging in to the system.
We’ve added a user selection functionality to check out other users’ tasks at the Personal Task List tab of the Task List page.
We’ve implemented a Multi-assignment functionality that makes it possible to assign/reassign multiple tasks to resources or resource groups.
We’ve improved an approach of resources allocation at task assignment processes. In Resource Allocation advisor added Information block which helps to define Competences and remaining capacity of the required Resource at assignment in accordance to the defined criteria of the task itself.
Improved usability of applying changes at Task Card level in a way of adding hotkeys combination for the faster changes saving with a corresponding tooltips depiction.

4. Pipeline

The Booking ID functionality is also available in Pipeline and the QEM. Every project can have a special number/code/word that is used as an identifier and simplifies the search of a certain item with filtering opportunities. You can add a Booking ID for a Project in a Project Card or for Project’s items (Task, Summary or Milestone) in the QEM.
We’ve added an opportunity to hide the remaining and spent hours for the PDF printout to conceal some unnecessary information from the customers. The option to hide the remaining and spent hours is also available in the QEM.
Added new field in Pipeline reports to display an information of the last projects synchronization.

5. Administration (User Management)

6. Resource Management

We’ve added a Group Booking ID feature to the Resource Management page. It serves to identify a Group of Resources and can be set in a Group Card. Similarly to the Booking ID for other items, it can be applied to filter out necessary resource groups.

7. Import

8. Mobile App

9. Other

We’ve added Week Numbers in the calendar view, so you can see the numbers of the weeks in every system functionality with the date picker.
We’ve also made some Security Policy adjustments.
- Password Complexity Policy now is based on the following rules:
  - Length – at least eight (8) characters;
  - At least one Non-alphanumeric symbol (such as ` ~ ! @ # $ % ^ & * ( ) _ + – = { } | \ : ” ; ‘ < > ? , . / );
  - At least one English uppercase letter (A-Z);
  - At least one English lowercase letter (a-z);
  - At least one Base 10 digit (0-9)
- We’ve implemented verification of the password re-use and personal information check upon password change.
- We’ve adjusted automatic log-out mechanics in accordance with the Account Logout Policy.
- We’ve applied the mechanism of the Account Lockout Policy upon User authentication.
- We’ve improved the mechanism of report generation with regard to the applied Security Policy.

Bug Fixes

This section contains the list of the bugs fixed.

The bug with the invalid automatic item reordering in the QEM has been fixed. Now, all items in the QEM are ordered automatically.
The bug with the inability to go inside a multigroup on the Historical load graph with an active MG filter has been fixed. Now you can enter a multigroup on the Historical load graph when the MG filter is enabled.
The bug with the column ordering removal upon leaving and returning to the Task list page has been fixed. Now when you leave the Task list page and then go back, the items are still ordered by columns.
The bug with the inability to save long comments by the “save” button in the summary card when editing has been fixed. Now you can create and edit long comments in summary cards and save them by using the “save” button without any problems.
The bug with the Task List page opening after logging in to the system and an attempt to open the graph in the new tab has been fixed.
Indication of the Skills\Competence Format in a different reports types is set in accordance to one standard depiction template.
UI reports and reports from report generator are depicted in the same view containing the same set of information.
Improved depiction of the Baseline and Business values for the case when user does not have the required permission to view such. “Restricted” label is used for such case.

January 2021

Version Enhancements

This section describes the enhancements in ver. January 2021 of Epicflow.

1. Timesheet

We’ve expanded the list of filters on the Timesheet page that is similar to the Pipeline filtering feature which allows adding and hiding filters to make the Timesheet page as convenient for navigation and work as possible. With the filtering feature, you can focus exactly on the data you need at the moment.
We’ve added a task completing & hour registration feature to the Timesheet and Task card.

2. Graphs

3. Task List

We’ve improved the displaying of the skill drop-down in the Task card. Now it looks more user-friendly and is more comfortable.

4. Pipeline

5. Administration (User Management)

The list of permissions for Team Leads has also been improved. Now, to reassign resources to tasks, the “Manage Tasks” permission is enough

6. Resource Management

7. Import

8. Mobile App

9. Other

Bug Fixes

This section contains the list of the bugs fixed.

The issue with the disappearing of the Cyrillic alphabet in the task card after save has been addressed.
The issue with the absence of all picked elements when exporting manual planning to PDF has been fixed.
The issue with saving the position of items in manual planning has been fixed.
The issue of synchronizing internally created tasks to Jira has been resolved.
The issue with synchronization in MS Project which caused incorrect values has been removed. Duration can’t be decreased anymore and Initial Hours can’t be changed anymore.

December 2020

Version Enhancements

This section describes the enhancements in ver. December 2020 of Epicflow.

1. Timesheet

We’ve remade the design so that now the data is divided into three groups: Personal, Group, and Project.

2. Graphs

3. Task List

We’ve added an “Assignment units” column on the Task List page that is similar to the one in the Quick Edit Mode.
We’ve removed the label “Waiting time for resource(s)” from the Summary Card (Pipeline Leveling frame) since it’s not applicable for it.
We’ve renamed a parameter “Leveling delay” from the Task Card (Pipeline Leveling frame) to “Waiting time for resource(s)”.

4. Pipeline

We’ve adjusted the behavior of the filter options on the Pipeline page to have its value colored in grey if it doesn’t fit the previously defined parameter.
We’ve added group and user tag filters on the Pipeline page.
We’ve reworked the design of Quick Edit mode to make it more convenient and clear for the analysis and work.
We’ve adjusted the content of the “Waiting time for resource(s)” column on the Quick Edit mode page to have a “none” value set for the items for which this parameter is not applicable (Milestones and Summaries).
We’ve added a Warning mark and highlight for the items which cannot be leveled because they have no capacity in the assigned group or resource.
We’ve changed labeling “Unplanned work” to “Extra time based on availability” for the Gantt tooltip. This message means that a piece of work was not a part of the previously executed Leveling functionality and was added afterwards.

5. Administration (User Management)

6. Resource Management

Now users can select levels when filtering by skills.
We’ve added the ability to order by name and adjusted the size of the Tag list in the Group Details frame.
We’ve added an option to show filtered groups on Graphs on the Resource Management page.

7. Import

8. Mobile App

9. Other

For Testing Purposes and process improvement, we’ve added an option to set a report date for the report generator on the Server side.
We’ve added some titles for filters and a Clear button for the filter items where it was absent.
We’ve changed the behavior of the filter to have Milestones filtered out by the skill parameter.

Bug Fixes

This section contains the list of the bugs fixed.

Erase of the applied text filters at Timesheet page refresh. Now the filtration by text filters works adequately.
An incorrect Sum of hours was shown if the “Non completed” option was selected in the status filter at Tasklist. Now users can see the correct data.
It was impossible to expand a Task with several assignments in QEM. Now it works properly.
In some cases the background of a Project button was black. The bug has been successfully fixed.

October 2020

Version Enhancements

This section describes the enhancements in ver. October 2020 of Epicflow.

1. Timesheet

2. Graphs

We’ve implemented a new filter with the options “No access”, “Only own”, “My groups”, and “All groups” for each of the following graphs: Historical Load, Future Load, and Remaining Weeks per role.

3. Task List

We’ve added new columns “Resource Tags”, “Resource Group Tags” and “Required Skills With Level” which can be shown or hidden from the “Columns configuration” item at Task List page. It will help you refine the scope of visible tasks at the Task List page.

4. Pipeline

From now on, the order of the items in the “Saved Filters list” can be changed by drag-n-drop.
We have adjusted the behaviour of the “Clear all filters” item at the Pipeline page. From now on, it will not only clear-up all applied filters but also unselect the selected filter, which restricts the use of the ‘edit’ option for it after this action.
When you enter the system for the first time, you’ll see a specific set of filters that includes “group”, “group tag”, “related resources”, and “user” instead of all existing filters. You can filter projects by the required skill and its level in Pipeline.
We’ve added a timestamp for the Project Card “Info & Buffer” tab items.

5. Administration (User Management)

We’ve added new permission which allows to limit the scope of visible groups for the role.
We’ve implemented the separation of graphs access permission. From now on, you’ll be able to grant or forbid access to each graph separately. Also for the “Future Load“, “Historical Load” and “Remaining Weeks” graphs you can limit the scope of visible information by a group parameter: “No access”, “Only own”, “My groups” and “All groups”.

6. Resource Management

From now on, the order of the items in the “Saved Filters list” can be changed by drag-n-drop.
We’ve implemented case insensitivity for all filters.
We’ve adjusted the behaviour of the “Clear all filters” item at the Resource Management page. From now on, it will not only clear-up all the applied filters but also unselect the selected filter, which restricts the use of the ‘edit’ option for it after this action.
From now on, all options from the filter dropdown list will be colored grey if they conflict with the defined filter parameters.
If a user has no permission to view a group, then this group and all users from it won’t be presented on the RM page. However, such a user will remain visible if (s)he belongs to a visible group.
We’ve implemented a Primary multigroup functionality. It’s used to substitute hidden groups (user has no permission to view a group) in all related descriptions.
Primary multigroup column is added to the “Advanced reports”, both CSV and Excel.
To identify equipment in projects, we’ve added a new type of resources, which is called Unit Pool.

7. Import

8. Mobile App

9. Other

Bug Fixes

This section contains a list of the bugs fixed.

The issue with the text filter deletion after the Timesheet page refresh has been fixed.
The issue with incorrect filter results at Task List page has been resolved.
The issue with the user tag reappearance after deletion has been fixed.
The issue of horizontal scroll misplace in QEM has been addressed.

September 2020

Version Enhancements

This section describes the enhancements in ver. August 2020 of Epicflow.

1. Timesheet

We’ve adjusted the way long group names are displayed Timesheet. Now the beginning of the name in the user column is shown with a continuation notation at the end. You can see the whole group name in the left part of the window.

2. Graphs

From now on, you can select planning types for the Future Load graph.

3. Task List

If the user assigned to a task doesn’t belong to the group that is supposed to work on it, you’ll see the name of the group marked with the red color. When you hover over the ‘Assignment’ section in the Task Card, you can see the red name of the group as well and the message “Assigned outside the group of the user”.
In the reassign pop-up, you can see some changes in the way long group names are displayed. The user column contains just the beginning of the name with a continuation notation. The whole group name is displayed in the left part of the window.

4. PipeLine

We’ve adjusted advanced reports export for those that contain too much data. In this case, the system notifies a user that the number of lines in the report goes beyond the limit and suggests to filter it.
In the Quick Edit mode, long group names are now presented in a handy way, too. You can see the beginning of the name in the user column and then a continuation notation. The whole group name is displayed in the left part of the window.

5. Administration (User Management)

Now you can define permission to view individual groups or groups with tags.
Now you have an opportunity to switch access to view all groups on graphs, so you’ll see ‘no access’ or ‘view all groups’ options if you have corresponding permission.

6. Resource Management

We’ve changed the layout of icons in the group window. Now all icons are located to the left of the arrows. You can also move arrows to the left of the group name if it’s too long. The star icon denoting a multigroup has been changed as well.
Now you can set a primary multigroup for a group. This functionality is togglable.
We’ve added a primary group field filter to the Resource Management page.
If you have no rights to view a group, you’ll see a primary multigroup instead. If there’s no primary multigroup, you’ll see a non-accessible group.

7. Import

8. Mobile App

9. Other

We’ve adjusted the way users are notified if they have some internet connection problems. If you have any, you’ll see one of the two types of notification at the bottom of your screen: the orange one “poor internet connection” or the red one “no internet connection”.

Bug Fixes

This section contains a list of the bugs fixed.

A bug at the Task List page when some data changes were followed by a ‘flash’ or several ‘flashes’ has been fixed.
We’ve fixed the issue of ordering users with the same skills for Assignment Advisor.
A bug with incorrect color marking in Task Card for a sub-items tab has been fixed.

August 2020

Version Enhancements

This section describes the enhancements in ver. August 2020 of Epicflow.

1. Timesheet

We’ve made the task/summary line for an item with the opened card on Timesheet highlighted with the blue color, so you won’t ever be confused when examining.

2. Graphs

3. Task List

We’ve added new status filter item “Not completed” which includes next statuses: “Not in progress”, “In progress”, and “On hold”.
We’ve added a new tab to the Task/Summary Card with the list of all sub-items, so you can easily check them.
We’ve added a quick way to assign someone to a task from the Task Card. Just click on the “Not assigned” link and you’ll be redirected to “Resource allocation advisor” in the shortest and fastest way.

4. PipeLine

From now on, you can export PDF reports from Pipeline and Quick Edit mode.
Now you can see the list of all appropriate users and groups when you enter just one character in the Assignee cell. So, it’s possible to assign a user/group with a single-character name to a task in the Quick Edit mode.
We’ve added a “Remove all filters” option to the Pipeline to hide them all if you don’t need them.
Now there’s a “Skill” filter in Pipeline, so you can specify your search based on resources’ skills to find the most suitable one.
From now on, you can see not only the date but also the exact time when any action was made with the project in a Project Card.

5. Administration (User Management)

We’ve extended user permission to update all task assignments. Now the Epicflow users who have permission to change their assignments (change remaining, spent, total values) are also allowed to change any assignments for these tasks.

6. Resource Management

The RM page filtering has been updated. We’ve replaced all old filters with the new ones.
Now you can check the previously assigned group for the task. It’s marked with the blue font in a reassign pop-up, while a newly assigned group is highlighted with the blue background.
In Skill Advisor, an overqualified user is shown first, and an underqualified one goes then on the list.

7. Import

8. Mobile App

9. Other

Bug Fixes

This section contains a list of the bugs fixed.

If you create several tasks inside a summary in Epicflow, they’re added to the end of the summary in MSP and sorted in descending order.
We’ve improved the selection of multiple lines in QEM. Now it can be selected from any cell by pressing Shift and left-mouse click.
We’ve improved the display of long user names in the info tab of Project Card. Now if the user name is too long, it’s cut and you can see a tooltip.
We’ve improved the display of skills drop-down for bottom assignments in Task Card. The position of skill drop-down in Task Card has been dynamically adjusted to make the list of skills fully visible.
An item name cell becomes active when you create a new item. So you can easily type the item name with no extra clicks.

July 2020

Version Enhancements

This section describes the enhancements in ver. July 2020 of Epicflow.

1. Timesheet

To indicate the tasks with the switched-on Auto-depletion mode, we’ve added a clock marker-icon at the Timesheet page. It is located to the left of a task name.
Besides, we’ve added an error icon at the Timesheet page, which appears if a user exceeds the total hours when editing Spent hour values. So, the icon lets them know about the mistake.

2. Graphs

3. Task List

We have implemented a Skill Management feature which helps to assign tasks to project team members based on their skills.
In the scope of Skill Management, “Required task skills” and “Inherited Skills” items have been added to Task Card.
We’ve also added a mechanism of Tag inheritance from parent items. It helps to prioritize and filter tasks at different levels making it possible to focus on the critical and urgent ones.
To improve team analysis during daily Stand-ups and black ranges analysis, we’ve added information about completing, deleting, and switching tasks to the progress or on-hold modes. It appears as a hint when hovering over the assignment status in the Task Card or Task status at the Task List page.
To control the Task Flow, we’ve added Total Values calculation based on the currently applied filter at the Task List page.

4. PipeLine

We’ve added a sorting functionality to the field “Item ID” in the Quick Edit mode which depicts ID from an MS Project file. It helps to have a Gantt chart visualized in a similar way to the one which you can have in MS Project.

5. Administration (User Management)

6. Resource Management

We’ve added a “Skills” item in User Card as part of the Skill Management feature. It helps to define the resources’ skills and their level and apply this information for further Project and Task flow management.
We’ve added a mechanism of navigation through Multi-group levels.

7. Import

8. Mobile App

9. Other

We’ve improved Dashboard filtering by adding a “Not Active groups” block. It helps to perform the project’s flow analysis in a more convenient way.
We’ve added two new columns “Task Tags” and “All Task Tags” in Timesheet reports.
For MS Project integration, we have implemented the support of “Cost” type Resources.
We’ve also added optional (toggable) functionality that provides an opportunity to upload the project whose resources are not defined in Resource Pool. These resources will be treated as local ones for the project and in Epicflow you’ll see the defined group only. However, if you define the resource later in Resource Pool then the assignment description in the task will be adjusted automatically.

Bug Fixes

This section contains a list of the bugs fixed.

We’ve added a functionality that allows replacing special symbols in the task description.
Pipeline Advanced report download for the “extended tasks info” has been resolved.

March 2020

Version Enhancements

This section describes the enhancements in ver. March 2020 of Epicflow.

1. Timesheet

Now a user is allowed to report extra hours to completed tasks on Timesheet.
From now on, Timesheet is updated every 15 seconds of a timeout after the latest user’s activity.

2. Graphs

We’ve improved the Capacity View for the Future Load graph.

3. Task List

We’ve added a marker for those columns which can be repositioned at the Task List page. A marker appears when you hover over the column name.
We’ve improved a Date Picker of the Task Card’s Constraints tab by addition “Today” item, which improves the speed of navigation over Calendar.
We’ve implemented Auto depreciated assignment for the Task Card. It’s used to indicate the tasks (assignments) that are automatically depreciated similar to UCLT tasks.
We’ve adjusted the display of Duration in Task Card and Gantt view by
- Changing its style and adding a label
- Addition of short date format
- Displaying duration in the Gantt view for the Infinite Capacity plan

4. PipeLine

We’ve reorganized the actions of adding and removing filters at the Pipeline page.
We’ve added functionality to store, edit, delete, and share personal Filters collection items.
We’ve added an item’s highlighting when you open a Task Card for it.
We’ve added functionality of automatic navigation to the item on click over the opened Task Card’s header.
The performance of task creation in Quick Edit mode has been improved.
The Quick Edit Mode gets automatically updated in 15 seconds timeout after the latest user’s activity.
Reset button for Business values in Quick Edit Mode has been added.
We’ve implemented Sorting functionality for the set of columns in Quick Edit Mode.
We’ve added “Priority”, “Leveling Delay” and “Item ID” columns to the Quick Edit Mode page.
We’ve improved the display of the successor removing action at Quick Edit Mode page for the case when the whole text can’t be displayed in the cell.
We’ve added several types of Planning available from Pipeline and Quick Edit Mode pages:
- Infinite Capacity Plan – default planning
- Manual Planning – allows setting positioning for the separate Project’s items
- Pipeline Leveling – automatically sets the Project’s items order based on the correlation between “Priority” and “Business values” defined by the operator.
We’ve adjusted the frame of the new task creation by adding Tags item and its size adaptation to your screen.

5. Administration (User Management)

We’ve added separate permission “Manage pipeline leveling”, which makes it possible to manage pipeline leveling.
We’ve added separate permission “Manage project leveling”, which makes it possible to manage project leveling.
We’ve added separate permission “Export reports”, which grants access to Basic and Advanced reports.

6. Resource Management

7. Import

8. Mobile App

9. Other

We’ve implemented a set of different reports to Export Data directly from UI based on granted permissions for the following pages:
- Timesheet
- Task List
- Pipeline \ Quick Edit Mode
- Resource Management page

Bug Fixes

This section contains a list of fixed bugs.

Date range “jumping up” at user’s toolbar collapse action in Quick Edit Mode
Deletion and Editing of the Task with “Unknown group” assignment
Module Library elements usage when “Unknown group” assignment is defined
Issue of Email address update from the CSV Resource Pool for previously created\uploaded users.

January 2020

Version Enhancements

This section describes the enhancements in ver. January 2020 of Epicflow.

1. Timesheet

Columns are enhanced to be resizable.
Weekly data representation was implemented in addition to default Monthly representation.
Added functionality to edit Resource’s availability directly from the Timesheet page in the bottom line

2. Graphs

3. Task List

A displayable groups assignment list now will be adjusted in accordance with the granted permissions.In that way if groups are hidden for the user it wont be possible for it to assign such.
A “Done” button is added to assignments in the Task Card.
“Get shareable link” element is added to the Task Card.

4. PipeLine

An item pasted from the Module library gets automatically ordered according to the priority.
For the Quick Edit mode
- User Interface was improved.
- Columns are enhanced to be resizable.
Just created new project will be shown regardless of the currently applied filter, however, the further page reloads or updates will reapply the defined filter and it may disappear if it doesn’t correspond to the defined criteria.
With new release, the newly created projects will appear in the “Inactive Projects” tab. Previously they were automatically added to “Active Projects” area.
On new project creation, if user is granted with the permission of Quick Edit mode usage, system automatically will redirect user to it.
The grey color option was added to the Color filter at Pipeline, which makes it possible to hide completed tasks.
Improved Pipeline interface by adding animation when expanding Projects at Pipeline. That helps to identify period when system is busy on requested action fulfillment.
Adjusted depiction of the completed Milestones, Summaries and Tasks items to have that elements displayed and colored in grey.
Copying at Pipeline adjusted to be the same as in the Quick Edit mode. The copied items are pasted below the selected item.
Added mechanism of Items Business Values identification. It can be used for items leveling during the Planing for better understanding of Business priority.
The new functionality as Tasks Constraints is realized in the system.

5. Administration (User Management)

Separate permission “Change Business Value”, which makes it possible to change Business Value for projects, summaries, and tasks, was added
Separate permission “View graphs” that defines what graphs a user can view (Only Own, Its groups, All groups) was added

6. Resource Management

7. Import

8. Mobile App

9. Other

Bugs fixes

This section contains a list of fixed bugs.

Figures to the right of the graphs and legend description for the graphs were added
Width of Priority column is now adjustable
The undo action for Task List on assignment change was fixed

November 2019

Version Enhancements

This section describes the enhancements in ver. November 2019 of Epicflow.

1. Timesheet

2. Graphs

Bubble Graph background has been adjusted by implementation of the priority sections

3. Task List

Have implemented Bulk group assignment. It helps to speedup assignment for the selected group of tasks.

4. PipeLine

Projects have been extended with new tags functionality which helps with grouping.
Project Card has been extended with the indication of the location were Project File is stored.
User has been granted with functionality to review of the Future Load for all projects or for filtered only.
With aim to decreasing planning time and increase comfort on copying elements from one project to another Module Library has been developed.
Positioning of “Today” button has been adjusted.
Behavior of the filtering by color option has been improved. Completed milestones are going to be hidden on higher than blue option selection.
Has been added input’s suggestion mechanics for the tag filtering.

5. Administration (User Management)

Have added functionality of applying default configuration for the invited users.

6. Resource Management

Have added multiple UCLT groups support.

7. Import

8. Mobile App

9. Other

Bugs fixes

This section contains a list of fixed bugs.

ID: 85953 Project is not filtered out when it doesn’t contain tag for filtration by tags
ID: 85965 Timesheet scroll to the current date stuck on browser resize

October 2019

Version Enhancements

This section describes the enhancements in ver. October 2019 of Epicflow.

1. Timesheet

Have added columns configuration for Timesheet.
For Baseline depiction new columns have been added to Timesheet (Baseline and Difference).

2. Graphs

Have added legend for axes of the graphs.

3. Task List

Priority column is set to be re-sizable by end user.
Performance for TaskList and TaskCard has been improved.

4. PipeLine

Have added Undo action for the Pipeline.
Have improved drag cursor depiction at Pipeline, Resource Management page and Quick Edit Mode.
Have added Baseline columns for Quick Edit mode as well as for Task Card.
Have added component of fields configuration at Task Card.
Inverted order of comments for the Task Card to have the latest one at the bottom.
Added splitter for Quick Edit mode between Gant chart area and main project area which helps to reorder areas size.
Date slider is adjusted for Quick Edit mode with reason to hide unnecessary information.
For improving usability of the Gantt chart added new icon to expand\collapse Summary directly from it.
Adjusted filter at Pipeline by adding next parameters:
- Priority
- Project name
- Project manager’s name
- Project tag
- Text filter
- Date range
- Assigned groups \ resources
- Stage
- Tag
- Summary level depiction
- Items Color
Adjusted behavior of range color filter to have it applied also for items in Gantt chart.
For tool-tip appearing on hovering over the task at Gantt chart added also description of the assignee.
For more laconic and better depiction, position and amount of “Three dots” menu elements for the Projects and its items is adjusted.
For more native and better user experience adding relation on Gantt can be additionally adjusted by click-n-drag action.
For faster navigation over Pipeline in case when today date is out of selected range new button “Go to TODAY” is going to appear. Selecting of it will adjust selected range to have Today date it in the scope.

5. Administration (User Management)

6. Resource Management

Adjusted Group creation with support of keyboard usage for color selection.

7. Import

8. Mobile App

9. Other

Adjusted settings of area configuration saving to the user profile.
Adjusted visualization of Task Card, Resource Management page and Task List to show Material Resources.
For the case with one assignee Baseline update can be now done directly from Task Card.

Bugs fixes

This section contains a list of fixed bugs.

September 2019

Version Enhancements

This section describes the enhancements in ver. September 2019 of Epicflow.

1. Timesheet

2. Graphs

Improved visualization of the Historical Load graph, when range includes today, by making it showing corresponding data for today.

3. Task List

Adjusted list of displayable predecessors\successors in the Task Card by extending it to a full.
Added Complete button for Task Card item.
Functionality of the Completion bar dragging was extended by implementation of it also for the items with multiple assignments.
Three dots menu is removed from the Task Card and replaced with separate icons complete\delete.
Extended functionality of Undo\Redo by implementing such for the Task Card opened in Quick Edit mode.
Adjusted order of the displayed items in the drop-down list at Predecessor\Successor items selection:
- First are shown items within the Summary
- Then items from the higher level are displayed
- And all other

4. PipeLine

Adjusted description of the “Top critical path” definition at Pipeline.
Added dynamically changeable splitter between QE mode table and Gantt in Edit mode.
Adjusted behavior of “Reorder” icon by implementing whole page refresh with data update request.
Adjusted three dots menu for Pipeline to have collapsed sections for the options ‘Create’.
Improved applied filter visualization at Pipeline to make it more convenient and visible for end user.
Adjusted position where to Past copied\cut elements by putting it always above the focus for the Quick Edit mode.
Added new column “Assignment units” for Quick Edit mode.
Added multi-group sign to Quick Edit mode.
To avoid situation of blocking milestones moving action, due the reason of hidden phases, such limitation is removed. Black ranges occurrence on such action is acceptable.
Pipeline filters are relocated to the left side. Additionally added “Clear” icon to reset all applied filters.
Added spinner (Loader) on Create items action for such process indication and making more visible the current state of the system for the end user.

5. Administration (User Management)

6. Resource Management

Filter for Resource Management page was adjusted by adding “No group” item for the Resource group element.

7. Import

8. Mobile App

9. Other

Added element with direct link to wiki page into the system.
Improved performance of Timesheet for Edge browser.
Improved performance of Quick Edit mode for Edge browser.
For exported Task List CSV file were added 3 Custom Columns.

Bugs fixes

This section contains a list of fixed bugs.

ID: 69216 Incorrect filtering results at resource Management page

August 2019

Version Enhancements

This section describes the enhancements in ver. August 2019 of Epicflow.

1. Timesheet

2. Graphs

3. Task List

Changed Total hours depiction for the UCLT tasks in Summary
Implemented support of deleted assignments and tasks depiction
Changed behavior of reassignment from the Task card by adding “Add assignment” icon at assignment level and removing reassignment by left click over the assignment description.

4. PipeLine

Added functionality to set/update a Baseline on project including all sub levels at task level.
Added total baseline in Summary card, as it presents in quick edit mode.
Added dragging functionality in Quick Edit mode for one and multiple selected items to improve process of project’s structure rearrangement.
Added Undo action for the Quick Edit mode
Added tooltip for the Quick Edit mode “Paste Item above selected”.
Added item’s context menu for the Quick edit mode which can be called by selection of the icon “three dots”.
At new item creation in the Summary last one will be expanded and scrolled to the position of the newly created item.
Improved Undo action for the Quick Edit mode and actions performed in Task Card
On creation, newly created task won’t be filtered out by the applied filter at Pipeline or Quick Edit mode. However, next going page reload\update will set filter applied to it.
Removed confirmation request for the deletion action of the newly added item.
Adjusted Quick Edit mode to show Milestone type (clone, origin etc.)
For the Project settings added verification for obligatory specification of the Budget mark text field.
Adjusted color of highlighting in Quick Edit mode to distinguish it from selected items highlight.
Improved pipeline performance
Adjusted range selection in Quick Edit mode. Max range from the start till end of the project will be selected at entering Quick Edit mode. Any change of the range for this project in Quick Edit mode is stored in cookies.
Adjusted warning message on cut and past action by excluding unnecessary data information.

5. Administration (User Management)

6. Resource Management

7. Import

Added configuration option to not export budget tasks for the projects imported from the Jira environment.

8. Mobile App

9. Other

Changed navigation menu styles to show it as red for enabled “What if”mode.
Added support of the date time format configuration for the “What if” mode.

Bugs fixes

This section contains a list of fixed bugs.

Page update throws user out from the “Quick Editing” mode.
Filter of “Displayed items” at TimeSheet is not applied and task with 0 output on shown period is still displayed
Incorrect behave of the “Del” button action at Quick Edit mode for text editing

May 2019

Version Enhancements

This section describes the enhancements in ver. May 2019 of Epicflow.

1. Timesheet

Added new functional module of the system – Timesheet. It allows to correct\register spent hours at specific calendar day.
Implemented saving of the previously selected resource at Timesheet page whenever you change the page.
Improved visualization of assignments in a way not showing assignments on separate line of personal timesheet.
Added alphabetical usernames order in the timesheet dropdown list

2. Graphs

3. Task List

Added warning message on Task conversion into the Summary while adding indentation. On such action user is asked for confirmation that higher level task will become a summary and all assignees will be removed. Spent hours will be preserved in the timesheet.
Added warning message on MS conversion into the Summary while adding indentation.

4. PipeLine

Implemented quick data setup for milestones via date-menu.
All empty phases were hidden at Gantt. However, as soon as any task is added to hidden release system will display it.
Added option in Project’s context menu to show\hide empty phases
For internal projects and projects imported from CSV, was implemented “Quick data editing” option, which helps to edit project structure in a way like in MS Project – in manual typing mode.
- Added supporting of ordering by line number in quick edit mode
- Added tool-tip on hovering over items icon (summary, task, icon)
- Added automatic name change at new item creation, from Summary to New item.
- For newly created item no filter is applied until page is refreshed.
- Add possibility to open project card in quick edit mode
- Add option to add second assignment for task in quick edit mode
- Added toaster message when user tries to delete summary with logged work in quick edit mode
- Improved design of adding relations action for quick edit mode

5. Administration (User Management)

6. Resource Management

7. Import

Adjusted synchronization changes of sprint from Epicflow to JIRA for the cases when state can’t be changed accordingly to JIRA:
- In case if phase was updated for Jira project, toaster notification is shown with the note that changes will not be synchronized.
- In case of setting phase as Completed:
  - If there are no completed items warning is shown
  - Otherwise simple confirmation “Do you want to complete this Phase?” is displayed

8. Mobile App

9. Other

Bugs fixes

This section contains a list of fixed bugs.

It’s not possible to create new summary or set summary for new task for MSP
Search results on the same filter applied by double click and typing are differing.
Duplicating project change UCLT
Mobile App Login issue

April 2019

Version Enhancements

This section describes the enhancements in ver. April 2019 of Epicflow.

1. Graphs

2. Task List

For Task Card now possible to go to the Parent Summary Card and back to initial task.
Any task now can be Forced by Project Manager into the status “Forced Ready to Start” by Project Manager. For this action also applied special permission option.
Added additional tooltip with explanation of Remaining, Spent and Total hours for Summary in the Summary Card on hovering over such elements.
Added functionality of “Default group” defined at Summary Card level with the link to wiki on appropriate description.
For better phase stage visualization added appropriate icon in Task Card and Phase drop-down.
Added option to add predecessor task when task is put on hold.

3. PipeLine

Added functionality to CREATE Milestone in existing Summary for MS Project from Epicflow
Functionality to ADD tasks into existing Summaries for MS Project from Epicflow
Functionality to REMOVE MS or Tasks from MS Project in Epicflow
Added functionality to CREATE Tasks/Sub-tasks in existing Sprints and Epics of JIRA projects.
Added functionality to CREATE Summary for JIRA Projects
Added functionality of RISK Management – Risk Factor for Groups and Projects’ Buffer.
Added Copy option in Gantt to copy single Task, single MS or a Summary and past such in internal projects.
Added Delete option for Task and Summary with all its subtasks
For better visualization hovering over the phase will highlight it.
Add possibility to move items to ‘no release’ during phase completion

4. Administration (User Management)

5. Resource Management

6. Import

Adjusted import to have whole scope of the project including completed sprints and tasks. It’s required to have correct budget and network calculation.
For MS Project Plugin were implemented a set of convenient error messages and notifications.
For MS Project Plugin added backward control of minimum supported version for the current Epicflow system version to forbid usage of not updated plugins in sense of keeping data consistency.

7. Mobile App

8. Other

Bugs fixes

This section contains a list of fixed bugs.

Inconvenience with date depiction on change of such for a different time zone

March 2019

Version Enhancements

This section describes the enhancements in ver. March 2019 of Epicflow.

1. Graphs

2. Task List

Added automatic group assignment for the tasks with no specified group, based on information from the summary task
- If groups are specified for the summary or summary of summary – the highest capacity group for the assigned resource in the task will be selected automatically.
- If there is no highest capacity or no resource assigned and for the summary or summary of summary, we have one group specified – it will be selected automatically for the task assignment.
- If there is no highest capacity or no resource assigned and for the summary or summary of summary, we have several groups specified – no group will be selected automatically.
- If multigroup is specified and no resource is assigned – multigroup will be selected automatically
- If multigroup and resource is specified – system will use the group with highest capacity for user from multigroup
Implemented support of assignment adding\deletion for MSP tasks from the Task Card

3. PipeLine

- Adjusted Gantt view at Pipeline for better control elements placement
- Added Task Card for Summary. Opening such can be performed from the Gantt view at Pipeline page.
- Added connection point in Task Card for MS/Summary
- For phases added drag functionality of the phases’ beginning or end. Depending on your selection it can be done either separately only for phase’s begin/end or simultaneously with ending/beginning of the next/previous phase.
- Implemented support stage of phases which can be set as:
  - Not in progress
  - In progress
  - Completed
Please note that Default Phase can not be Completed or set In Progress.
- Implemented multiple phases selection in a similar way to multiple-milestone selection to the Right.
- Changed logic of relation link deletion icon appearance at Gantt chart. Direct click on such will be required for “Delete” icon appearance.
- Improved phases design for small scale a specially for filter actions.
- Adjusted description of the logical operation with multiple selected phases which appears on mouse hovering over the watering can icon(located under the project name description at Gantt chart to the right from Project’s phases types description).

4. Administration (User Management)

5. Resource Management

Slightly redesigned Resource Management page with improvement of the page performance.

6. Import

7. Mobile App

8. Other

Improved speed and performance of JIRA-Epicflow integration module
For Automatic Report Generator was added Historical report for the previous month.

Bugs fixes

This section contains a list of fixed bugs.

ID 71650 Incorrect depict of the “CustomField1Name” value
ID 71734 Report Generator – incorrect naming <Res_Name.RG_Name> for the Resource
ID 71328 Comment column should contain also initials who left marked comment

February 2019

Version Enhancements

This section describes the enhancements in ver. February 2019 of Epicflow.

Text in Bold format is a description of functionality added after 25th of November release.

1. Graphs

Adjusted design for the “Historical Load” graph.

2. Task List

Optimized Task Card work with cached data which has improved speed of opening.
Improved performance of opening TaskCard at TaskList and Pipeline
Changed event for the Task Card opening at Task List page. From now to open the Task Card you would need to click on the task’s name at column Task of Task List page.
Added connection point for Milestone and Summary in the Task Card.
Added custom fields for MS Project “Team Lead engineer”, “Info field 1” and “Info field 2”. Naming of those fields can be adjusted accordingly to your need at the system configuration side. Please communicate to Functional Application Manager with such request to proceed.
Adjusted view of the “In Progress” icon
Improved Multiple assignment functionality to make it applicable to any assignee in the task.
- For identification of selected for multiple assignment action assignee’s name will be highlighted on hovering. Also in “Assign to Multiple” mode, you’ll see template Assignment Group and Resource emphasized with bold and cursive(italic) fonts.
- If you “right click -> Assign to multiple” on assignment WITH Resource, then Group + Resource for this Assignment will be used in Multi-Assign mode.
- If you “right click -> Assign to multiple” on assignment WITHOUT Resource, then you’ll see Resource dropdown in corresponding line in Resource Column.
- If you “right click -> Assign to multiple” OUTSIDE of Resource/Group Assignments (even in other columns), then first Assignment will be used.
Adjusted text visualization in the Task Card for the Summary block.
Status “Not in progress” is done available for selection even after the status was changed to any other.
Latest flagged comment for the task will be displayed at “Task List” page in the column “Comments”. If no comments are flagged then the last added will be taken instead.
Added warning message appearing on switching off connection between Remaining, Total and Spent cells.

3. PipeLine

Implemented core functionality to manage risk at Project and groups level by configuring buffer time. Changes of such for this moment is possible only at the level of deep system configuration but functionality to manage such will be added to UI in the later releases.
Added functionality to depict phases information at Gantt chart. Sprints, Releases or Backlog will be depicted as phases at Gantt.
- Phases are filtered by displayed tasks at Gantt
- If phase is not inside the current selected Date Range then it will be hidden
- If you have dragged phase via phase itself or via phase Milestones (and really changed its dates) it will be shown even if stopped matching filter, so user sees which phases he dragged and can adjust them.
- At the left of phases container we have “Project phases types: …” description
- If all phases are hidden the phases container won’t be shown at all
- New field is added to the Task Card to Phases identification of particular task.
Implemented functionality for phases editing, creation, deletion, drag-and-drop and filtering data by phases.
Project reopening at any time at Gantt chart will revert settings of any expand and collapse summaries from the previous review.
Adjusted behavior of filter element for tasks visualization at Gantt chart with three next options for the filter:
- “Last 14 days + future”
- “Selected by date range”
- “Show all”

Please note that Start and End MSs will not be filtered out by such filter.

Adjusted visualization for the Gant chart at “Edit relation” mode
Implemented movable milestones at Gantt chart
Improved behavior at Pipeline (Gantt chart) on new milestone\summary\task creation by freezing the order of the visualized tasks during such action.
Added tool-tip with the task name description when hovering over your mouse cursor on it.

Added tooltip, which appears on hover, with the explanation why some dates are disabled for selection during phase dates editing.
Added tooltip with the explanation why it`s not possible to edit fields of Auto-calculated or Clone MS card
For distinguishing cloned or defined milestones from auto-calculated milestone from now system will be visualizing small letter ‘a’ for the last one.
Key phrase “default” is added to “Backlog” phase in the task card and sprint type phases drop-down.
Adjusted positioning of milestone in the pipeline comparing to its positioning in Gantt to have it in most convenient way for understanding.
Delete icon in “Inactive Projects” area at “Pipeline” page was replaced with the similar by functionality context menu option “Delete”.

4. Administration (User Management)

Added separate role permission “Manage Milestones and Phases” by which user will be granted with permission to create, edit, drag milestones, create and edit phases
Added Manage Relations Permission “User is allowed to manage relations in the project”
Added separate role permission “Invite users” by which user will be granted with permission to send an invitation to other users.

5. Resource Management

After opening a user card system automatically scrolls down to the availability line for the current date.
“Export User data” functionality is added at Resource Management page.

6. Import

“Cut-off” dates functionality is implemented for JIRA environments. By setting up this data, at Import page, you will limit phases, milestones and related tasks by the date for the import. At new connection configuration this value is set by default as two months but can be changed as required. For old connection by default this value will be not filled in.

7. Mobile App

8. Other

New automatic report preparation functionality is added for automatic reports creation on daily basis (Graph Future Task Load, Historical Data for the last month, Task List)
Improved Security with implemented Password request before showing QR-code for Mobile App login procedure.
Adjusted visualization for “What-If mode” to made it more recognizable that user has it switched on.

Bugs fixes

This section contains a list of fixed bugs.

ID 69215 Missed option “Select\Deselect all”
ID 68436 Ready to start task with 0 Remaining
ID 68536 Number of grouped MSs for SM is shown even if those MSs aren’t shown
ID 68535 Assign to multiple task
ID 68366 There is redundant indent when date is moved to the next line in comment
ID 68364 Enabled star icon should be displayed to the right of label “Imported from Jira”
ID 70104 Project files from JIRA and CSV can’t be deleted
ID 69231 Filtering user at RM page change its position
ID 70161 Incorrect next future sprint calculation
ID 70026 Gantt cannot be opened for some types of Projects
ID 71413 Updating remaining hours issue
ID 71327 Custom column positioning is not saved

December 2018

Version Enhancements

This section describes the enhancements in ver. December .2018 of Epicflow.

1. Graphs

For “Historical Load” graph added “Ready to Start” line which indicates the amount of work that the employees were able to start work on. This information will help to judge if low output is caused by lack of tasks which are ready to start by the resource group.

2. Task List

Added sign in status column for completed assignments
Added “In Progress” status in separate column “Status. User also can change status via UI in Task Card by left mouse click over the corresponding icon.
Added comments functionality for the Task which can be reviewed or changed directly in Task Card. For this functionality implemented next set of options:
- Add/remove/edit comment (only own comments can be removed or edited)
- comment can be added in several lines by shift-enter
- comment can be added by enter
- if you have no permission to view this task, you can’t remove/edit your comment
- important comment is shown as important for all users
- filter on important comments is stored in user profile.
Realized editing of the task fields for MSP tasks in Epicflow UI

3. PipeLine

During Milestones creation step in Epicflow we have changed order of the milestones’ depiction. From now they will be displayed in date order.
Milestones movement mode will be also switched off always on “Apply/Cancel” button hit.
Added explanation about predecessors to ‘Create Clone MS’ pop-up.
Improved Task card performance using caching all Steps
Added additional filter, at the right bottom side of the Projects’ flow area, to filter out for depiction only future tasks or selected by range or all tasks.
Implemented functionality for relations editing in Gantt Chart.
Added functional logic for the Start MS to pass child MS (since there are no work hours between the two MS. Such range will be displayed in light blue)
Moving the parent MS before Start MS of child project will be displayed as a light blue range. Which means that input required for this project will be delivered before the project starts.
Added “(Inactive)” to inactive projects to list of parent projects for the child MS
Added functionality to share milestones between projects.
- Creation \ Deletion of the shared milestones (cloned MS)
- Any cloned MS can be detached from original (parent) MS but after that it won’t be possible to make it back as cloned milestone.
- Clone MS can’t be set as a successor
- Color of cloned MS will be set as color of original MS
- Priority of cloned MS will depend on its successors.
- Changes of MS is limited only to changes for the original MS in the original project. No cloned MS can be changed\moved. Multiple MSs selection (“Select MSs to the right” option which appears on hovering over the milestone) is applicable only for original MS excluding cloned.
- Moving the original MS, which can cause ‘black ranges’ in other projects, is allowed.
- If Original MS was deleted and recreated later cloned MS will become internal one and no connection between those will be recreated.
- Deletion of the original Project with original MS will make all cloned MS as regular one.
- Added highlighting of the original MS in all projects where it’s used as cloned MS.
- Connection points can’t be used for sharing.
- Auto-calculated MS can’t be used for sharing.
Implemented letter indication for the child MS also at MS in Gantt
Adjusted warning message to have it similar during deletion of the parent MS and conversion to the connection point.
On “Detach child milestone”, for more safe and consistent behavior, added confirmation pop-up whether user is sure that he\she wants to convert child milestone to the regular.
Removed restriction to transfer IDD before child MS. (In this case a black range will be displayed)

4. Administration (User Management)

5. Resource Management

6. Import

7. Mobile App

8. Other

New Plugin with functionality of auto verification that new version of plugin is available at the site. It also will be able to download the latest version and proceed with the installation on user’s confirmation.

Bugs fixes

This section contains a list of fixed bugs.

ID 67504 Trash icon is shown above warning window
ID 67826 In case task assigned to UCLT was already ready to start when imported, In progress status is not changed
ID 68144 Task assigned to UCLT gets “In progress” status right after the creation although it will not be started this day
ID 68149 In case task which is “Ready to start” is re-assigned to UCLT group, “In progress” status is not enabled
ID 68204 Future load graph is shown until 2099 on glow
ID 68069 When user tries to make relation from child MS to child MS, not accurate message is shown
ID 68364 Enabled star icon should be displayed to the right of label “Imported from Jira”
ID 68366 There is redundant indent when date is moved to the next line in comment

November 2018

Version Enhancements

This section describes the enhancements in ver. November .2018 of Epicflow.

Text in Bold format is a description of functionality added after that in 30 of November release.

1. Graphs

2. Task List

Enlarged functionality of editing existing task’s info and synchronization such back to JIRA (predecessors/successors, task name, tags, description)
Added auto fill mechanism of the resource group for external systems when group is not specified.
- If NO group is specified but the user is assigned to the task, system will take a group with the highest capacity% of the user but only among those that are connected to the external system.
- In other case group will be inherited from the lower level related summary related to the task that has a group specified.

Please note, that auto-detected group will be shown in Epicflow but it’s not going to be written back to the external system.

Added functionality for Milestones creation directly from Epicflow UI for internal projects
Added verification logic for newly created Milestones to omit black ranges and unfeasible planning.
Hovering over working line in Task card for the budget task with negative remaining time will trigger a tooltip with % of exceeded time.
Adjusted size of the Task Card to make it more convenient at small screen resolution.
Added visual identification for the completed predecessors in the Task Card

For Task Card added field Summary. Also on new task creation this field will be pre-filled.
Adjusted algorithm of verification to forbid Summary loops creation for the end user.
Implemented highlighting of the line where cursor is set

3. PipeLine

Added functionality for Milestones creation directly from Epicflow UI for internal projects
Added verification logic for newly created Milestones to omit black ranges and unfeasible planning.
All Milestones (except manually changed) and start of sprint MSs to the right (from changed milestone) will be always recalculated to avoid unfeasible planning.
Adjusted color of the ranges that contain zero planned hours for the better visualization of periods with none planed work

Optimized algorithm of Gantt ranges calculation
Added functionality for expanding and collapsing Project and Summaries with the tasks inside of such for the Gantt graph.
Added colorization for not estimated and completed tasks. Not estimated tasks are going to be displayed in light-blue and completed tasks in gray.
Added colorization for not estimated ranges in light-blue.
Adjusted relation arrows links visualization from/to Tasks, Summaries and Milestones.
Implemented tooltip on hovering over the
- Relations – to highlight all tasks and arrows in that chain
- Tasks – to show tooltip with task’s info above it
- Summary – to show tooltip with summary’s info above it
Added functionality to create and edit Summary for internal projects
Added functionality to create and edit MS for internal projects
Now task Card also will be displayed by click over the task’s name.
Adjusted minimum possible size for the Task Card.
Adjusted ordering for tasks displayed in Gantt to have predecessor higher than successor even if it’s completed.
Added “Delete” option in context menu located to the right from the task name. By functionality it’s the same as one in Task Card and Task List
Optimized relations visualization in case of overload for the Gantt chart.
Adjusted positioning and size of Pre\Succ dropdown menu area for appropriate naming depiction at Create Task frame.
Implemented highlighting of the line where cursor is set

4. Administration (User Management)

Added permissions for the tasks viewing and editing (View\Edit: personal tasks, tasks from the group or all tasks).
- In case if “View tasks” is set to the lower level than “Manage tasks”, it will be automatically set to the same level.
- In Opposite case no automatic changes are going to be done by System.
Special permission for Gantt diagram review is added
Adjusted permissions descriptions at Admin Page

Added permissions for Add/Remove relation in Gantt for MS/Summary/Task

5. Resource Managemen

6. Import

7. Mobile APP

8. Other

Due the reason of deprecation of basic password and cookie-based authentication mechanism for JIRA, we’ve implemented basic authentication with JIRA via API token.
Implemented functionality for daily automatic Tasks’ export to CSV to an (S)FTP location of Epicflow network which can be accessible for the customer from the outside.
In Exported Task List CSV added additional fields such as project manager and file stamp when the last update of remaining\spent\total hours was done.

Bugs fixes

This section contains a list of fixed bugs.

ID 62467 After changing future sprint date in Epicflow, summary which was moved between sprints, gets incorrect end MS
ID 62950 Import page scroll and animation are slow
ID 64669 “Project Manager” field is displayed in the task card although it is not specified
ID 64670 Milestone is not displayed in the task card in case it is auto-calculated
ID 64717 In case of small remaining, task card tool-tip indicates “100% completed”
ID 64724 When something is changed for CSV task (without Assignment_ID set) via task card, duplicate assignment is added
ID 65019 End of future sprint is not moved to Monday in case it is calculated to be on Sunday
ID 65046 In case start of backlog MS was moved manually, it is re-calculated in case future sprint end date is moved
ID 65047 In case future sprint start date is moved, other sprint dates are also recalculated
ID 65118 Start of future sprint is set to weekends instead of being shifted to Monday
ID 65120 Not estimated task becomes completed after assignment was changed to UCLT
ID 65217 Empty description field for task of imported project does not have hint “Click to add description” in task card and field is jumping when hovered
ID 65223 Description field is shown in task card for imported project even if user cannot edit it
ID 65302 Sub-string in the project name for the permission is checked only once, user can see only projects which initially had sub-string even if now they do not have
ID 65334 Buttons “Save”, “Cancel” sometimes appear right after user opened task card
ID 65440 In case user enters something in MS dialog and clicks Esc two times, MS dialog is blurred
ID 65452 It is possible to create MS before start MS, after IDD in case date is chosen first

ID 66320 Not estimated task is displayed before today line on Gantt
ID 66185 “Show list of tasks” option should show only projects’ tasks even if other projects have similar name
ID 65477 Clickable are area for “Cancel” button is too wide, often accidental clicked when trying to close drop-down
ID 65536 Safari: hints in fields in “Create milestone” pop-up are a little lower than bottom border

October 2018

Version Enhancements

This section describes the enhancements in ver. October. 2018 of Epicflow.

Text in Bold format is a description of functionality added after that in 30 of October release.

1. Graphs

2. Task List

Added new element Task Card, which appears one left mouse click over the task. It will help to get insight in the task details and to configure it in the required way.
Improved performance of Task List
Changed behavior of space appearance on tag entering between words. From now system will handle it as enter and insert label.
Added tool-tip on task status at task card for the list of predecessors/successors review
Added tool-tip on Task Card for Priority for review of the same information as it is on priority at Task list.
Selected task for which Task Card is displayed also highlighted on Task List
Task Card will be automatically opened right for the newly created task in Epicflow
Added New element for Task Card – Number of Assignment Units.
Enlarged functionality of editing existing task’s info and synchronization such back to JIRA (predecessors/successors, task name, tags, description)
Added auto fill mechanism of the resource group for external systems when group is not specified.
- If NO group is specified but the user is assigned to the task, system will take a group with the highest capacity% of the user but only among those that are connected to the external system.
- In other case group will be inherited from the lower level related summary related to the task that has a group specified.Please note, that auto-detected group will be shown in Epicflow but it’s not going to be written back to the external system.
Added functionality for Milestones creation directly from Epicflow UI for internal projects
Added verification logic for newly created Milestones to omit black ranges and unfeasible planning.
Hovering over working line in Task card for the budget task with negative remaining time will trigger a tooltip with % of exceeded time.
Adjusted size of the Task Card to make it more convenient at small screen resolution.
Added visual identification for the completed predecessors in the Task Card

3. PipeLine

Epicflow automatically put Projects, added on connection editing, into Pipeline “Active area” section (Previously Epicflow add them to the “Inactive area”)
Modified Milestone naming for the Milestones which identify end of the “Sprint X” as “End of the Sprint X”
Added functionality for Milestones creation directly from Epicflow UI for internal projects
Added verification logic for newly created Milestones to omit black ranges and unfeasible planning.
All Milestones (except manually changed) and start of sprint MSs to the right (from changed milestone) will be always recalculated to avoid unfeasible planning.
Adjusted color of the ranges that contain zero planned hours for the better visualization of periods with none planed work

4. Administration (User Management)

Added auto-generated initials mechanism, if such are not specified, after first import or “create new and map” operation.
Short Name of users is replaced by initials limited to 3 symbols.
Added permissions for the tasks viewing and editing (View\Edit: personal tasks, tasks from the group or all tasks).
- In case if “View tasks” is set to the lower level than “Manage tasks”, it will be automatically set to the same level.
- In Opposite case no automatic changes are going to be done by System.
- Special permission for Gantt diagram review is added
- Adjusted permissions descriptions at Admin Page

5. Resource Management

6. Import

Modified mechanism of projects update for CSV and JIRA integrations, to skip projects with ERRORS during update procedure, until such ERRORS are fixed.

7. Mobile App

8. Other

NOTE: For additional information regard system functionality please use the links granted bellow:

https://www.youtube.com/playlist?list=PLwNsy7kmaNsZMXW5vttwUcnUjVygZcICZ

https://wiki.epicflow.com

Note that this videos are available only by direct link and cannot be found by any search criteria.

Bugs fixes

This section contains a list of fixed bugs.

ID 63998 “Delete” button in task card should be disabled for CSV tasks;
ID 63713 Web page is hang if user tries to import a huge project from CSV;
ID 63799 Epicflow addin uninstall hangs in case it was installed not to the default directory;
ID 64013 In case task is blocked by another task (both in backlog) and predecessor is completed, the successor becomes “ready to start” instead of being blocked by start of backlog;
ID 64132 Group assignment can’t be made for task with ‘no group’ on Glow;
ID 62498 Group position is changed when it is converted to multigroup or back to group in RM;
ID 62545 Resource pool can’t be imported first if project was imported in epicflow before;
ID 62555 In case of shared sprints changing duration causes sprints dates shifting, but not according to a new duration;
ID 63225 Endpoint address and known instances are empty after MSP plugin update;
ID 64400 Project can’t be imported from MSP;
ID 58391 Filtered but not imported project is shown as selected in the “Edit connection” window;
ID 63182 Directory and some files are left after uninstalling MSP plugin;
ID 63221 MSP plugin error occurs after opening MSP in case FTP is not configured;
ID 63226 MSP plugin error occurs after opening MSP in case folder has unexpected name on FTP;
ID 63228 MSP plugin error occurs after opening MSP in case endpoint on remote server was specified;
ID 63236 Clicking Cancel in Login window for MSP plugin results in error;
ID 63243 EndpointAddress registry value is empty in the case Epicflow plugin was installed for All users;
ID 63291 There is redundant entry in registry after installing MSP plugin;
ID 63858 Not estimated tasks with UCLT assignment have status ‘upcoming’
ID 62467 After changing future sprint date in Epicflow, summary which was moved between sprints, gets incorrect end MS
ID 62950 Import page scroll and animation are slow
ID 64669 “Project Manager” field is displayed in the task card although it is not specified
ID 64670 Milestone is not displayed in the task card in case it is auto-calculated
ID 64717 In case of small remaining, task card tool-tip indicates “100% completed”
ID 64724 When something is changed for CSV task (without Assignment_ID set) via task card, duplicate assignment is added
ID 65019 End of future sprint is not moved to Monday in case it is calculated to be on Sunday
ID 65046 In case start of backlog MS was moved manually, it is re-calculated in case future sprint end date is moved
ID 65047 In case future sprint start date is moved, other sprint dates are also recalculated
ID 65118 Start of future sprint is set to weekends instead of being shifted to Monday
ID 65120 Not estimated task becomes completed after assignment was changed to UCLT
ID 65217 Empty description field for task of imported project does not have hint “Click to add description” in task card and field is jumping when hovered
ID 65