IQ Release Notes

Note

This page provides an abbreviated Release Notes style format for reference purposes. A more friendly explanation of upcoming features is available on our Roadmap page here.

2025.03.11.3

SenseiControlsV1 (2025.03.11.3), Kaizen and Atsumeru (2025.03.08.1) Solutions released on 11 March 2025

New and Improved:

#1177, #1272, #1273: Status Summary PCF Upgrades (Userback)
We've upgraded the Status Summary PCF Control, which appears as a visualization on Portfolio, Program and Project Decisions, Deliverables and Issues by default. The enhancements include cross filtering to the related subgrid (list) of items on the form tab, the ability to add and configure new "tiles" to display counts of items and the ability to configure a two-column tile view.
Demonstrated in the video above.
#1264: "Task Subgrid" Improvements (Userback)
We've added the external system icon to the Task Subgrid for those organizations that are using this table to view the tasks that have been synced into Sensei IQ from the external system. In addition, this icon is clickable, and as long as the pattern used for the Task URL configured in the external system is correct, clicking the icon will take the Project Manager directly to the task selected in the external system software, allowing for easy updates to the external tasks.
Demonstrated in the video above.
#1128, #1218, #1249: Prefix options for Sensei IQ connected Teams Channels
There are now options to automatically prefix your teams channels with either the table name (Project, Program, Portfolio) or Project Type (Major Project, Minor Project, etc…) when they are created when associated with a Sensei IQ headline record. This will result in organization of your channels by type without needing to rename the channels.
#1268: Resource Request Autofill and Add Request Respect Personal Calendar Exceptions
While Autofill and Add Request previously would not fill or allocate on days where the enterprise calendar had an exception for a resource, personal exceptions were not observed in this process. We've adjusted this logic so that when auto filling a request, or adding a new request for a specific named resource, personal and enterprise exceptions are respected and those days do not receive an allocation.
#1102, #1291: Improved administrator options for quickly managing Enterprise Calendar Exceptions (Userback)
We heard from you that the process for creating calendar exceptions (holidays) on multiple calendars was challenging and time consuming. We've added a new embedded feature to copy calendar exceptions from one calendar (source) to one or more target calendars. This will allow an administrator to select the exceptions they would like to copy and quickly create new calendars with the same or similar sets of exceptions or copy a new year's exceptions from one calendar to others.
Demonstrated in the video above.
#1284: Configurable Tooltips for Timesheets
Continuing our work with providing our clients more options when it comes to viewing built-in and custom data columns on our user input screens, we've now made it possible to customize the columns displayed on the timesheet tooltips. The tooltips can be customized for non-project time categories, projects and tasks. This will allow organizations to show data specific to their needs to their timesheet users.
Demonstrated in the video above.
#1283: Configurable Tooltips for Resource Requests
Continuing our work with providing our clients more options when it comes to viewing built-in and custom data columns on our user input screens, we've now made it possible to customize the columns displayed on the resource request tooltips. The tooltips can be customized for projects and resources. This will allow organizations to show data specific to their needs to their resource manager users. In addition, we've added the original requested resource to the fulfillment icon tooltip on the Availability Heatmap and Allocation modes.
Demonstrated in the video above.
#1183: Configurable Tolerance for Fulfillment on Resource Demand (Userback)
A particularly valuable idea came from our users through UserBack regarding making the definition of "Fulfilled" more flexible. It was suggested that we allow for a tolerance with regard to fulfilled periods, so that organizations could better manage requests that had been fulfilled, but not quite to the exact proposed value. This feature allows organizations to specify a tolerance percentage, and as long as the committed value comes within that tolerance range, the request is considered fulfilled (and shows green within the resource demand and plan pages) and will not show when using the filter option for "Show Unfulfilled Requests Only".
Demonstrated in the video above.
#1279: View Filter Option on Resource Demand for "Unapproved" Requests (Userback)
We heard that it would be beneficial to have an option for Resource Managers and Project Managers to see requests that were not fully approved (either hadn't been actioned at all or still had days that were not yet approved or set by approver). This new filter option is available on the filter options menu on both the Resource Demand and Resource Plan pages. Demonstrated in the video above.
#1288: New View Option on Resource Demand for "Target Availability" (UserBack)
Several clients noted that it was disappointing that the "Target Utilization %" from the Resource record wasn't somehow used in calculation of availability, and instead the availability relied solely on the capacity coming from the Calendar associated to the resource. In order to cater for this use case, we've introduced a new column for "Target Availability" which allows a user to see the value of "Availability" multiplied by the "Target Utilization %". Resource Managers also now have the ability to view the "explainable" tooltip to use the Target Capacity as opposed to the Capacity by selecting the option for "Use Target Availability" on the additional view options menu and this same option will alter the Availability Heatmap to use the "Target Availability" instead of the "Availability" values in its color coding for the Heatmap.
Demonstrated in the video above.
#1181: Added useful built-in Sensei IQ columns to Copilot's Index
To improve Copilot's knowledge about the data stored in Sensei IQ's Dataverse, we've added the many useful columns from a number of most commonly used tables to the search index (Quick Find views). This will allow Copilot to better find and use this data when users leverage the built-in Microsoft Copilot chat for Model Driven Apps in a Q&A session on the Copilot side pane. Note that as an added benefit, the Power Apps list view search will also utilize these columns when matching search terms helping to find more relevant records.
#1246: Support for Collapsible Site Map (Microsoft Feature)
Recently Microsoft introduced the option to set a model-driven app site map as "collapsible". This means the headings become clickable items that collapse and expand the sub areas underneath. This wasn't compatible with one of our custom links, so we've adjusted how that link (Feedback) is added to work with this feature.
#1329: New Bookable Resource View for "Unlinked External Resources"
To assist with auditing external resources that have not yet been linked to named resources, we've created a new view on the bookable resources table that allows a Resource Manager to view any active external resources that have not been linked (using the "Related Resource" lookup) to their named resource match(es).

Fixes:

#1269 Fixed Status Update Alignment issue caused by New Look - In 2024 Microsoft release a "New Look" for Model-driven Power Apps which altered the alignment of the KPI rows on the Status Update form. The styling of the form was updated to re-align these KPI rows. Note that for organizations that have customized the Status Update form, there may be changes required if the number of rows in all three columns are not the same (meaning if new KPIs and Status text columns were created, but not information panel tiles, there may be misalignment if all fields are placed in the same section of the form).
#1285, #1286 We noted that at the daily and weekly zoom levels in some scenarios where personal calendar exceptions existed there were issues calculating correct availability on the resource demand page. This has been addressed and is calculating accurately now.
#1333 In some cases the filter search was not filtering out all rows not matching search terms (Project or Resource names) on the Availability Heatmap page, this has been resolved.
#1302 After recent updates to the Planner Channel Tab app from Microsoft, our "Tasks" tab was unable to correctly make the connection to External Planner Plans within Teams in the Project Channel. We've updated the channel tab code to support the updated Microsoft experience.
#1253 Some users found when connecting a project to a new group/team, they had to click "Open in Teams" twice to correctly navigate to the Teams channel for the project, and we've resolved this.
#1356 The "en-us" url parameter specifying US English when linking to a Planner Premium plan has been removed to support additional deployments across the globe.
#1357 Sensei default security roles have been updated to allow for read at the organizational level to Monday.com and Smartsheet sync tables to support easier finding and linking of external projects from these systems.
#1352 Add Request has been enhanced to allow for adding of a blank row for the resource specified if start, finish and allocation is left blank.
#1358 Web Resource Links from Landing Page Panels now allow for iq_ prefixed web resources to be selected and used.
#1377 Update spelling of "fulfill" on Heatmap tooltip to en-us.
#1367 Fix typo on description of financial item name.
#1376 Update warning icon on delete protection page.

Training:
In conjunction with this release, we have published numerous updates to Sensei IQ training to reflect recent product updates, including:

"Welcome to Sensei IQ" basics videos reflecting the current application features and functions.
Power BI report videos to include new report pages.
Project and Resource videos to reflect application changes such as:
- Addition of new Key Dates fields
- Addition of Risk Matrix cross filtering
- Addition of Availability and Timesheet tabs for Resource Management
- Training for the My Work app
- Replacement of Proposals with Business Cases and addition of Business Case Prioritization
  - Addition of Team Member Calendar Exceptions
- New filters and views supporting enhanced Resource Request functionality

2024.11.24.1

SenseiControlsV1, Kaizen and Atsumeru (2024.11.24.1) Solutions released on 3 December 2024

WARNING! This update removes the native task management tool "IQ Schedule" from your deployment per previous communications.

New and Improved:

#1101, #1208, #1256: Enhancements to the "Add Request" Dialog for Resource Demand (UserBack)
We've improved the ways in which you can add new resource requests from the perspective of a Project Manager (Resource Plan) and Resource Manager (Resource Demand). The enhancements include the ability to add the request and specify the number of hours, FTE or %FTE, start and finish dates and the system will allocate the request(s) accordingly. The older ways of adding requests still work the same if that is still preferred.
Demonstrated in the video above.
#1189, #1190, #1191, #1211: Premium Connector to External Sync System: Monday.com
Monday.com is now a supported external task management system for Sensei IQ using our background sync (dataflow) synchronization process. By default, the included Project columns are: project name, ID, URL, work, remaining work, actual work, description, percent complete, start date. finish date and the included Task columns are: bucket, duration, effort, effort completed, effort remaining, index, milestone, parent task ID, project ID, task ID, name, order, percent complete, priority, summary, finish date and start date.
Demonstrated in the video above.
#1192, #1212, #1213, #1214: Premium Connector to External Sync System: Smartsheet
Smartsheet is now a supported external task management system for Sensei IQ using our background sync (dataflow) synchronization process. By default, the included Project columns are: project name, ID, and URL and the included Task columns are: duration, index, milestone, name, percent complete, parent task ID, project ID, task ID, summary, finish date, start date.
Demonstrated in the video above.
#1224: Improvements to the New Project Experience, Sorting and Tooltips
We've added the ability to sort both project types and external systems by the sort order column on both records. This would allow organizations to choose how the systems and project types appear in the choice lists. In addition, the "description" for each of the above are now visible as tooltips when hovering over the name of the system and project type.
Demonstrated in the video above.
#1255: Resource Capacity Calculation "Batching"
Some work was put into optimizing our plugin that handles the resource capacity calculation jobs. In addition, we've made the operation more configurable so that we can better handle large resource pools that may not require all resource types to have capacity calculated. See the "Resource Horizon" config setting for the new options.
Demonstrated in the video above.
#1181: Added external system name to the External Project Selector control
When viewing the link between a project in Sensei IQ and an external project on the Details tab of the Project form, we've added the external system name.
#1257, #1265: Export Options from Project Financials
It's now possible to generate an "on the fly" report from your project financials by exporting to Excel or CSV file. Either the current view or "All" financials can be exported, and within seconds you have a basic report to embed in a presentation or email to a collaborator.
Demonstrated in the video above.
#1184, #1247: Allow for customized Financial Variance calculations
It's now possible to define a new way to calculate financial variance. If your organization requires that custom cost types be included in the variance calculation or if your usage of budget, forecast and actual differs from the recommended default in Sensei IQ, an administrator can change the calculation for the organization in a basic sense from a new configuration setting.
Demonstrated in the video above.
#1226: Configurable Tooltips for Financial Items
A new configuration setting for "Financial Item Tooltips" allows an administrator to add custom and built in columns to a tooltip window that will appear when users hover over a financial item name in the Project Financials grid. This allows for more flexibility when customizing the behavior of project financials. Demonstrated in the video above.
#1140: Configuration Setting to allow organizations to hide default cost types and variance
Some organizations do not use our out of the box cost types or variance calculations, so in order to provide them the ability to hide these, we added this option to the "General" setting for Financials. Now, an admin can choose which cost types to hide including variance.
Demonstrated in the video above.
#1174, #1242: Optional setting - Limit timesheet approval to only the Timesheet Manager of the Resource (UserBack)
We heard from one of our clients that due to compliance requirements, they needed to limit the approval permissions of their timesheets to just the timesheet manager for the resource. If the timesheet manager is unable to approve, they can edit the resource record to provide a delegate.
Demonstrated in the video above.
#1178: New Link options for Landing Page Tile links (UserBack)
Another great idea that has come from you through UserBack was the idea to allow for custom links from Landing Page tiles. We have now added the ability to link to a web resource (like the "Insights" reports) or an external site from the landing page.
Demonstrated in the video above.

Fixes:

#1103 Resolved a edge case where when adding a resource request using the "Add Request" dialog the request wouldn't be added if the availability data had not fully loaded.
#1206 The Change Request Summary PCF for Programs and Portfolios wasn't allowing for customizations. This is now resolved.
#1233 In some cases, we had channel ids for connected Teams channels not stored correctly on the corresponding entity record. We've made changes to defaults to ensure this always happens correctly.
#1258 When creating and completing a resource timesheet on behalf of another resource/user through the bookable resource form, timesheet tab the totals columns for the timesheet were not being calculated and left blank. We've resolved this issue.
#1260 For some clients, there was an issue in the calculation of the fiscal year windows for reporting. This resulted in incorrect months being displayed on one two chart visualizations in the Portfolio IQ Insights report.
#1263 Pre-validation Plugin Step verified. In rare cases some users were able to duplicate timesheet rows even with our initial work on this plugin step. This step has been verified to remove duplicate rows if detected.

2024.09.03.1

SenseiControlsV1 (2024.08.24.1), Kaizen and Atsumeru (2024.09.03.1) Solutions released on 4 September 2024

This update is an interim release to provide a fix for the bug listed below. Expect a larger release later in Q4 continuing our enhancements in the Resource Management and External System Sync areas.

WARNING! This update removes the native task management tool "IQ Schedule" from your deployment per previous communications.

Fixes:

#1227 We've updated our project Set Current Stage function to ensure that for projects using multiple BPFs throughout their lifecycles the current stage column value always reflects the current stage from the active BPF.

2024.08.24.1

SenseiControlsV1, Kaizen and Atsumeru (2024.08.24.1) Solutions released on 28 August 2024

WARNING! This update removes the native task management tool "IQ Schedule" from your deployment per previous communications.

New and Improved:

#1004, #1092, #1112, #1148, #1153: "Scroll to Start" for Resource Request Pages
For quite some time, we've heard from users in the Resource Manager role that it was difficult to understand how to find the start dates for requests that needed to be approved. We started solving this challenge by introducing the tooltips that detail the start and end for the requests, but we wanted to provide an easier way to get to the start of a request or request group, and even take this further by providing an option that would always take the resource manager to the start of the earliest request that was unfulfilled to help make their task of review and approval easier. This feature has three main components, first is the ability to scroll to the start of a request or a request group on the row header in the ellipsis menu. The second is on the Resource Plan within a project, providing a single-click "Scroll to Start" button that will take the user to the first non-zero draft, proposed or committed request day in the resource plan. The last, and arguably most valuable feature is for the resource managers on the Resource Demand page where the user can toggle on the "Auto Scroll to Start" button and this will take them to the first proposed or committed request day for their resources and when used in conjunction with "Show Unfulfilled Requests Only", it will always take them to the first period where they have a request that needs action or approval.
Demonstrated in the video above.
#1086, #1107, #1139, #1142, #1172, #1186, #1203, #1205: "My Time Off" for Team Members (UserBack)
We heard from you that it would be beneficial to allow team members (resources) to create their own calendar exceptions. A new setting called "Calendar Exceptions" in the Resourcing category has been created that provides two toggles, one to enable the creation of "Team Member Calendar Exceptions" at an organization level when set to "Yes", and another to "Create Exceptions as Inactive" to allow for approval extensibility scenarios. Note, for each resource you would like to be able to create their own exceptions, the toggle on the resource record for "Allow to create exceptions" must be set to "Yes". These resources will then see a link in the "Work" area for "My Time Off" and will be able to create their own exceptions from the table on that page. We also added a view to the Resource IQ Insights report where exceptions can be viewed in a calendar format for Resource Managers reviewing requests for their resources. Demonstrated in the video above.
#1100, #1116, #1201: Provide visibility to Synced Tasks in Read-only Power Apps view or Widget Dashboard Display
We've added the ability for clients to visualize their tasks synced from external systems in the method of their choosing. For each external system, clients can choose to display their tasks in a "Read-only sub grid" (as a task list in a Power apps view) or as a "Widget Dashboard" that shows metrics and charts more suited to agile or "board-like" external execution tools. We hope to add additional task visualization options in the future. Demonstrated in the video above.
#1159: Inclusion of "Draft" status dates in Resource Plan Tooltips (UserBack)
Through UserBack, we heard that it would be beneficial to have even "Draft" status request dates used in determining the start and finish for requests in the Resource Plan so that Project Managers can quickly view the information they may have entered but not yet submitted. These draft status request days are also used in the "Scroll to Start" function for the Resource Plan only.
#1154, #1232: Filters for Active Resources and Banner/Warning indicator on Resource Plan when Inactive Resources are used (UserBack)
Several of our clients have a resource pools that change frequently with the onboarding and offboarding of resources in various roles and suggested through UserBack that we provide a visual indicator for resources that are inactive on the resource request pages. As a solution to this, not only have be provided a banner and warning indicator for Project Managers on the Resource Plan tab for a project, but we've also filtered inactive resources from the Resource Demand and Resource Availability pages by default (individual users can remove the filter for their session if desired). Demonstrated in the video above.
#1155, #1187, #1194: "Show Active Projects Only" filter option for Resource Request pages (UserBack)
We heard from you that viewing only projects that have a status that would be considered "Active" in the resource request pages (Resource Demand, Resource Availability and Resource Allocation) would be very helpful in removing clutter for projects not considered active. We've added a configuration setting to set the status(es) your organization considers "active", and when the filter is enabled, "non-active" projects will not be considered in the calculation of availability. As part of this, in order to display relevant data to the user, we've added the "Status" for the project to the project tooltip displayed on resource request pages (#1187). To ensure that this filter is also available on Resource IQ Insights Request pages, we've added the "Initiative Status" column to the page-level filters on the filters pane for this report (#1194). Demonstrated in the video above.
#1166: Protect Required column on Config Settings from User Modification
We've locked the "Name" column for our config settings, which refers to the internal name of the setting used by the solutions to reference the setting for functionality so that administrators cannot inadvertently disrupt functionality by modification of the setting name.
#1088: Improved Portfolio, Program and Role Lookups
The data shown when associating a project to a portfolio or program, or resource to their role has been updated to show more useful information to assist in making the correct selection.
#1020: Customizable labels on Project Change Request Summary Control
We've added the ability to change the label shown for "Change Requests" on the Project Change Request Summary PCF control. This is to support organizations that don't use the term "Change Requests" and may call these items by some other name.

Fixes:

#1115, #1133 Removed banner on Resource Request grids indicating that the project was not associated with an O365 group when committing resources.
#1164 Changed the filter for "Show Unfulfilled Requests Only" for the "Resource Plan" request page to the original default of OFF.
#1152 Reduced "flicker" in Strategic Goal form tabs by hiding tabs by default.
#1038 Removed unused columns in Project for the web Project Sync dataflow to better utilize auto map feature from Microsoft.
#1175 Added "Search" bar to the Resource Availability Heatmap page with the same logic as other Request page search bars. Search term will match to Project name and Resource name.
#1163 Resolved issue where 'Sensei IQ' Teams Channel Tab (Power Apps) was not loading correct data for Programs or Portfolios.

2024.06.11.4

SenseiControlsV1 (2024.06.11.1), Kaizen and Atsumeru (2024.06.11.4) Solutions released on 12 June 2024

This update is an interim release to provide for fixes to a few bugs identified by clients. Expect a larger release later in Q3 focused on Resource Management improvements.

New and Improved:

#1109: New Configuration Setting for Strategy Management Mode
To support the two modes for Strategy Management, we've added a configuration setting that hides the "Benefits" links for those organizations that are focused on Strategy Alignment only without the usage of Benefits and Benefits Tracking. For those organizations that require tracking benefits, they can enable the "Strategy Realization" mode. Note, this setting will not affect the visibility of Strategic Goal form tabs, as that is handled in a separate setting.
#1086: New Configuration Setting for User Feedback Cadence
We've added a setting to allow organizations to control how often (in days) that their users are prompted for feedback on Sensei IQ.
#1073: Reset all Settings to Default option for Configuration Settings
We've added an option (with protections) to the Configuration Settings page that allows for a Sensei IQ Administrator to reset all configuration settings to their defaults. This allows for a "quick restore" to the default state for a Sensei IQ Deployment.
#1108: Slight Change in Resource Request Tooltips (UserBack)
Due to the way that some organizations utilize "Shift" for Resource Requests, old dates were being used in the "Request Start" and "Request Finish" for the tooltips. We've changed the logic to ensure that only non-zero values are used in the tooltips.

Fixes:

#1130 (Direct Client Communication) We are now hiding availability where it offers no value (i.e. against project rows) in the resource request and availability focused pages, and only showing availability for resource rows and resource row groupings. As part of this work, another issue was fixed where if a resource was fully allocated to their capacity, remaining availability showed as full capacity.
#1143 Resolved issue where when using the Power Apps form drop down menu to switch forms, Project tabs did not display as expected.
#1161 Fixed a problem that intermittently occurred where form tabs and BPF did not show on the Project form without a manual form refresh.
#1099 Pre-validation Plugin Step added. In rare cases some users were able to duplicate timesheet rows even with our key constraints in place. This step will remove duplicate rows if detected.

2024.04.24.3

SenseiControlsV1 (2024.04.24.3), Kaizen and Atsumeru (2024.04.24.2) Solutions released on 30 April 2024

New and Improved:

#480, #901, #942, #973, #1018: Sensei IQ Teams App Improvements (UserBack submissions)
We've improved a number of usage scenarios in our Sensei IQ Teams app. When Microsoft pushed users to switch to the "New" Teams last month, we experienced issues in how this new version provided "Website" access in channel tabs as Microsoft deprecated access to "Website" focused channel tabs in Teams Desktop. We've altered the app used by the "Sensei IQ" tab to select the "Power Apps" tab instead of website, now offering the same functionality that was deprecated by Microsoft previously. In addition, we've added the functionality to turn off, rename and create new Sensei IQ teams app tabs, even if an app tab already exists for that entity. Finally, we are now selecting the correct "Tasks" channel tab app to use based on the type of external project your Sensei IQ project is connected to. We currently support Planner, Project and Azure DevOps, with a goal to support Jira Cloud in the future (Project Online does not offer a channel tab app for tasks, but this can be added manually using the "Website" tab if desired). Demonstrated in the video above.
#1002, #1011, #1012, #1013, #1014, #1015, #1016, #1060, #1067, #1068, #1070: Strategy IQ Improvements to Support Strategic Alignment
After many client interviews regarding usage of Strategy IQ, we validated that some organizations were struggling with the various interfaces required to properly input strategic planning elements and needed a simpler format. We have updated the standard out of the box experience to support a more straightforward method of aligning your strategic goals to execution (Projects) and enhanced some of the supporting views and reports to provide users with the data needed to gain insights into their organizational strategy. This 'Strategic Alignment' mode will be the default for Sensei IQ deployments, and organizations can customize and "grow into" additional features such as benefits realization management (BRM) as their requirements warrant. (Reporting improvements requires manual update.) Demonstrated in the video above.
#818, #959, #1061, #1062: Key Date Cross-Project Dependencies (UserBack submission)
We heard that organizations needed a way to provide their project managers to link projects to one another if there were "external" dependencies from one project to the next. To allow for this, we've implemented "Key Date Cross-Project Dependencies" so that a Project Manager may link their key date to another key date in the system, and review this link as dates may change or slip. On the key date form, we can now review the details of the "Depends On" date, as well as any other key dates that are linked to our key date in a table below our key date's details. A new report page and view have been added to show these details as well. (Reporting improvements requires manual update.) Demonstrated in the video above.
#979, #1021, #1036, #1039, #1060, #1062: Power BI Report Updates (Requires Manual Update)
We've made a number of small changes to our Power BI reports - more detail can be found here (versions 2024.03.01 and newer): Reporting Versions | Sensei Docs (senseiiq.cloud)
#1051: Further advocate for Business Cases as default "Pre-project" initiative
We've decided to lessen the visibility into the "Proposal" entity in Sensei IQ, as "Business Cases" offer more functionality and support more usage scenarios out of the box. For clients still utilizing "Proposals" please speak with your engagement lead regarding this item prior to upgrading as there will be two post update steps to complete to provide continued quick access to Proposals through the site map and landing page.

Fixes:

#1032 (ZenDesk): Resolved an issue with the SetCurrentProjectStage plugin inconsistently setting project current stage to "Finished" when the BPF was complete.
#1022 Removed the redundant IQ Icon in Project List views within Sensei IQ.
#1028 Added "%" sign to "Target Utilization" column to indicate that this should be considered a percentage of time that the resource should be utilized. Note: this value does not currently impact any resource availability calculations, as that is done through the resource calendar.
#1019 (UserBack) Fixed a typo in the "Risk Owner" Description tooltip.
#1084 (Direct Client Communication) Fixed an issue where in the "Add Resource" dialog for the Resource Demand Grid, FTE and %FTE were not taking into account the number of periods in view and showing a total value instead of an average.
#1074 Fixed an issue where the defaults for certain settings weren't available and improved the confirmation dialog displayed to the user when resetting to the setting default.

Training:

In conjunction with this release we have published numerous updates to Sensei IQ training to reflect recent product updates, including My Work app; My Projects app; Business Cases; Project Prioritization; Scheduling with Project for the web; Usability Tips and Hints.

2024.03.15.7

SenseiControlsV1 (2024.03.15.2), Kaizen (2024.03.15.3) and Atsumeru (2024.03.15.7) Solutions released on 19 March 2024

New and Improved:

#870, #920, #921, #936, #946: Active Status Filtering for Project Management Artifact Entities (UserBack submission)
For Risks, Issues, Decisions and Deliverables, we now are giving you an option in the respective configuration settings to set which status(es) your organization considers "Active". Items that have a status that is considered "Active" will be counted and appear in the respective PCF controls (Status Summary or Risk Matrix). The default "Active" statuses for each artifact will be used by default until adjusted by your organization.
Demonstrated in the video above.
#916: Cross filter Project, Program and Portfolio Risks from the Risk Matrices
Users can now interact with the Risk Matrices and click on the cells to cross filter the list of risks to the right of the matrix. Leaving the page or clicking the clear filter button will reset the filter. Filters applied to the list (subgrid) will be additive to the matrix filters. Demonstrated in the video above.
#941, #994: Resource Request Start and Finish dates on Request Tooltips
We've enhanced the tooltips that were added in our last release to allow for the display of the request start and finish on the tooltip. For non-rollup rows (rows that represent the individual requests) you'll see the request start date and request finish date on the tool tip. For the roll-up rows (heading rows that represent a resource or project) you'll see the "Earliest Request Start" and "Latest Request Finish" for all requests that relate to that resource or project. This will help users in understanding the full range of time they should look at when reviewing unapproved requests or commitments that differ from the original request. Demonstrated in the video above.
#938, #939, #968, #993, #986, #987, #988, #991, #1006: New Bookable Resource form tabs (Availability and Timesheet)
Two new tabs have been added to the resource record for the main purpose of allowing Resource Managers additional visibility into pre-set/pre-filtered pages that focus on a single resources availability and current timesheet. The "Availability" tab will show the Availability Heatmap pre-filtered for only the current resource. The "Timesheet" tab will default to the current timesheet for the resource, but all controls are functional, allowing resource managers to approve/reject and also recall and adjust a resource's timesheet. Both tabs are available for deep linking from reports. Demonstrated in the video above.
#876, #1019: Organizational Maximums and Minimums for Timesheet Submission (UserBack Submission)
We heard from you that it would be beneficial to have controls around whether timesheets could be submitted based on their adherence to organizational limits (max and min) for hours on the timesheet (and in a given day). Now your organization can implement a maximum number of hours per timesheet, minimum number of hours per timesheet, and maximum number of hours per day on the Timesheet Configuration setting. Demonstrated in the video above.
#940, #990: Auditing Features for Admins on Timesheet Periods (UserBack Submission)
We heard from you that administrators need better insights into whether there are still "unapproved" timesheets in any timesheet period before making the decision to close a period. To offer this, we've added a column to the Active Timesheet Periods list view to show the count of any unapproved timesheets in that period. In addition, when clicking to open a period, a banner will display if there are any unapproved timesheets, and the admin can click through to a secondary tab which shows the list of unapproved timesheets, their status, and who to contact (bookable resource and timesheet manager). Demonstrated in the video above.
#1000: Timesheet view option - Show only rows with Values (UserBack Submission)
Another great idea came in from our user base, suggesting that we have a view option to only show rows in a timesheet that have values (greater than 0) entered on them. This view setting is shown as the "eye" icon in the upper right of the grid controls. When enabled, the icon will be colored red, when disabled, it will be blue. Demonstrated in the video above.
#904: "My Active Ideas" view
We've added a new view for "Ideas". The "My Active Ideas" view will show any idea that you're the owner of that is in the "New" or "Submitted" status.
#957: Availability Heatmap calculation for Resources without Requests
We heard that it was confusing to see resources without requests on the Availability Heatmap grid without having their availability reflect their total capacity (since they do not have current requests). We've altered this calculation to ensure that all resources on the Availability Heatmap show a true reflection of their availability (when this column is turned on in the view settings) based on committed requests and their calendar.

Fixes:

#967 (UserBack Submission): Slightly decreased the vertical height of the Timesheet grid to accommodate the action buttons (like "Submit for Approval") at the bottom of the page without vertically scrolling.
#980 (UserBack submission/Direct client communication): Updated the "Documents" control/tab to fix the margin issue on the left (caused by Microsoft's "New Look").
#998: Fixed authentication to the Sensei IQ Teams app in the "New Teams" desktop client. Note - additional changes are coming in this area (likely in Q2) to support continued usage of the Sensei IQ and Tasks Channel Tabs that must align to Microsoft's new standards for the New Teams Desktop client.
#989: Resolved an issue where the baseline finish date, forecast finish date and start date would shift to 1 day earlier in the Status Update persisted information panel.
#1009: Fixed an issue where an existing Planner Plan could not be selected when linking a Sensei IQ project when group creation was disabled.
#1033: Fixed an issue where the "change resource" text entry box was not accessible due to limited screen space on only the last row of the resource request (demand) grid.
#1029: Fixed a typo in Risk Owner description.

2023.11.12.1

SenseiControlsV1 (2023.11.04.1), Kaizen (2023.11.08.2) and Atsumeru (2023.11.12.1) Solutions released to 🚂GA on 14 November 2023

New and Improved:

#785, #786, #787, #788, #793, #812: Reporting Uplift Phase 1 - Upgrade Dataverse Connector (Requires Manual Update)
All of our embedded Power BI reports have had their connectors switched from the legacy CDS connector to the new recommended "Dataverse" connector. This allows for a reduction in query count, better access to related table column data and longer shelf-life in terms of support.
#807, #808, #845, #846, #854 : Idea Approval Flow
We've introduced a new cloud flow that will allow users to submit an idea for approval. The Challenge sponsor can then review and approve or reject, and if approved, a new "Business Case" will be created using key data from the idea including the name, description, department, investment category, and proposal costs (estimated cost from idea). The owner of the idea will act as the "requestor" in this case, and the outcome and outcome comments are stored on the idea for reporting and future reference.
#857, #858: Enhancements to Project Approval and Proposal Approval cloud flows
We've updated these cloud flows to utilize the "Project Manager" on the business case and "Owner" on the proposal as the "requestor" in the approval process. This allows for the approvers to clearly see who is responsible for the initiative at the time of the approval.
#842, #863: Darken Color of Timesheet Days with no capacity (UserBack)
We heard from several clients through UserBack that the color of the non-working days (days with no capacity) on the timesheet was too light and couldn't be distinguished from the other "working" days. We reviewed several colors and opted for a light grey that was part of the grid already. Now the non-working days are more clearly visible and recognizable.
#726: Remove "Delete" option for External Systems
The "Delete" button has been removed for external systems. This was done to avoid the complex recreation of data that ships with Sensei IQ by default in the case that a system was accidentally deleted. Don't worry, external systems that aren't used by your organization can still be deactivated.
#754: Autofill "0" for already committed Resource Requests (UserBack)
You can now use the autofill feature as a resource manager to autofill re-proposed values that are more OR less than the original committed value down to a value of 0.
#792, #800, #868, #871: New Tooltips on Resource Demand Grids (UserBack)
We've introduced new tooltips on all Resource Grids where users can get more information about the resource or project. We heard from you that it would be useful to understand what stage of the project lifecycle the project was in as well as how much effort remaining and percent complete when approving resource demand so we've included the following fields in the tooltips - for Projects: Name, Project Manager, Current Stage, Start, Finish, Effort Remaining, Percent Complete and for Resources: Name, Line Manager, Primary Role, Department, Target Utilization.
#802, #825, #826: New Column on Key Date for "Category"
There is now a key date category column on the key date table that allows a user to specify the category for any individual key date. Default options include: Commencement, Approval, External Dependency, Outage or Blackout, Go-live, and Completion. The Key Dates views for "All Active Key Dates", "All Completed Key Dates", "My Projects Key Dates" and "All Key Dates" have also been updated to show the category, and the "My Projects" Canvas app has been updated to allow for the display and update of the Key Date Category. In addition, the "Key Dates" page in the Project IQ insights report has also been updated to show the category in various visualizations (reporting change requires a manual update).
#795, #828, #834, #861: Model driven app view improvements
The following views have been updated in the following ways for these reasons: The "All Active Business Cases" view and "All Business Cases" view now show the Priority Score for the Business Cases so that users can quickly recognize higher priority business cases. The "All Challenges" and "All Active Challenges" views have been updated to remove an unused column (sensei_area) and added "Department" and improved column spacing for better readability. The "All Ideas" and "All Active Ideas" views have been updated to show the following columns: Name, Related Challenge, Risk Score, Effort Score, Impact Score, Owner, Status. This is to improve quick viewing of all ideas across challenges. All the views that are used in the "My Projects" canvas app have been updated to only show items that are considered "Active". The "active" statuses are by default the following: Deliverables: "In Progress", "Not Started", Risks: "Active", Issues: "Active", Decisions: "Active", Change Requests: "On Hold", "New", "Submitted", Key Dates: All statuses except for "Done", The "My Active Change Requests" and "All Active Change Requests" now exclude "Approved" change requests and the "All Closed Change Requests" now includes "Approved".
#747, #803, #838: Teams app Improvements
The sort order has been set for app views including KPI to sort by KPI and improved default column widths to properly show the data contained in the column with minimal scrolling and manual column width adjustments. The "new project" button on the "Business Cases" app tab has been set to keep the user in Teams and allow for the creation of a new business case without redirecting to the Sensei IQ model-driven app.
#751: Project Online Task Sync Dataflow Improvements (Requires Manual Update)
We've optimized the dataflow for Project Online task sync, including the removal of "timesheet administrative items", "unassigned" and "generic local" resources from assignments, and improved the performance and overall reliability of the sync process.

Fixes:

#832 (UserBack): Fixed an issue using the "Old Look" (Power Apps UI from pre-2023 Wave 2) where the Project "Status" dropdown menu appeared behind the flyout on the "Resources" tabs.
#848 (Direct client communication): Fixed the "Overdue" project finish date formatting in the Project views that format the finish date in red with white text if the finish is in the past. Aligned with the other dates and updated the font size to match the other dates.
#766 (Direct client communication): Resolved an issue in Timesheet to Finance sync where timesheet actuals were not being translated into financial costs in some instances.
#878: Resolved an issue where occasionally an error was visible in the status bar for "My Projects" due to a incorrect view reference.
#879, #887: Fixed inconsistent visibility of BPF and Form Tabs based on Project Type. This resolves an issue where under some circumstances, the BPF and related forms were not visible for a specific project when refreshing.
Added plugin steps to "SetCurrentStage" for Business Case project type. Now, the sensei_currentstage column will have the current stage value for business case projects updated on the sensei_project record.

2023.07.28.1

Kaizen and Atsumeru (2023.07.28.1) Solutions released to 🚂GA on 31 July 2023 (No change to SenseiControlsV1)

New and Improved:

#708, #727, #731, #745: My Projects in Sensei IQ
A new companion app for Sensei IQ has been released that is accessible from the 'Projects' area (and also available in Teams). The 'My Projects' app will show Key Dates, Issues, Risks, Changes, Decisions, Deliverables and overdue tasks, late tasks and tasks due in the next two weeks on projects that you manage (you're the "Project Manager"), in Sensei IQ. You can manage all but the latter in the app itself, updating key information or details. For Tasks, a link to the corresponding execution tool is provided so that you can update and modify those items directly in the work management application. The app allows for filtering by Project, Person assigned, Statuses and Dates.
#647, #648, #690: Project Scoring and Prioritization (Reporting Requires Manual Update)
We've heard repeatedly that our clients need a straightforward and easy-to-use method for scoring new projects (business cases) and then prioritizing those projects based on score, cost and resource demand. To provide this capability, we've introduced the "Project Scoring" tab that is available on select project types (business case by default). Once business cases have been scored against four key "Impact Areas" they can be reviewed against each other in the "Portfolio IQ - Intake" report and the priorities, budget and resource demand can be analyzed to provide insights which projects can be successfully committed for execution. Please see our accompanying video here for more details on how this new feature works.
#549: Delete Protection on New Entities
Through UserBack, we heard from several clients that it would be beneficial to have the same "delete protection" offered on Projects also offered on Resources to make it more difficult to accidentally delete a resource. We've added the delete protection for the Bookable Resources, as well as Programs and Portfolios.
#636, #749, #750, #756: View Optimization (Sensei IQ and Sensei IQ Teams App)
In order to better showcase data related to specific types of entities (business cases) and better display data from multiple headline entities in the Sensei IQ Teams app, we've updated a number of model-driven app views and Teams app tab view default columns and widths to better display the respective data. Most notably, the Business Case app tab is added to the default Sensei IQ Teams app tabs with corresponding business case data.
#710, #719: Enhanced "My Work" Canvas App with Assigned to for Tasks
We added the ability to view the "Assigned To" resources (up to 20) for tasks in the My Work in Sensei IQ app. This would be useful if you are the "Created by" user for these tasks and want to see who is assigned.

Fixes:

#663: Resolved an issue where the web resource for the "My Work" app wasn't dynamically able to find the content URL in GCC tenants for the canvas app.
#721: Fixed an issue where In-App Toast notifications continued to appear after dismissal for users in some Sensei IQ security roles.
#689: Resolved an issue where the group "Description" was used as the Team name for the headline entity when populated in the Sensei IQ group picker control.
We've made it easier to access the UserBack portal. Now on the Feedback dialog, there is a fourth option to "Access UserBack Portal" where you can review and vote on existing Sensei IQ Product ideas.

2023.05.04.1

SenseiControlsV1 (2023.05.02.1), Kaizen and Atsumeru (2023.05.04.1) Solutions released to 🚂GA on 8 May 2023

New and Improved:

#531: My Work in Sensei IQ
A new companion app for Sensei IQ has been released that is accessible from the 'Work' area. The 'My Work' app will show Issues, Risks, Changes, Decisions, Deliverables and Tasks that you've been assigned, created or own in Sensei IQ. You can manage all but the latter in the app itself, updating key information or progress. For Tasks, a link to the corresponding execution tool is provided so that you can update and modify those items directly in the work management application.
#461, #462, #463: Business Case Project Type
Through client focus sessions, we learned that creating new initiatives that allow for financial planning, group integration and artifact collaboration was very important to our clients. We now have a method for doing just that with 'Business Cases'. The Business Case project type will be a new type that clients can select out of the box, with an abbreviated workflow that allows for the conversion of the business case into a new project type after approval.
#460: Paginated 'Project Summary Report' (Manual update)
Sensei's clients often have a need to create ad hoc project 'playbook' reports that may include a subset of projects from a portfolio or program, or that are sponsored by a specific set of individuals or managed by a group of project managers. This report is available from the 'Projects' area, 'Project Report' link and allows a user to select a set of values from various parameters to create a paginated report that includes details and stats from all projects meeting the filter criteria.
#604: Moved Sensei Configuration Settings to the default position in the Settings area
As most pages in the Settings area are meant for initial setup of a Sensei IQ deployment, it made more sense to move the Sensei Configuration Settings, which can be used more frequently, to the default position in this area.
#630: Optimized 'My Open Project Tasks' View
Updated the 'My Open Project Tasks' view (the default view on the Tasks in the Work area) to show tasks from Planner, DevOps and Jira. The view now will include tasks with 0 remaining work, and tasks where the percent complete is empty (these would likely be synced tasks from "agile/board" task management systems.

Fixes:

#589: Resolved an issue where the time-columns for Resource Request screens were not frozen when vertically scrolling.
#585: Fixed an issue where "Create" on the new project pane was disabled when switching from a different external system to "None".
#571: Updated Resource Request notifications to trigger in cases where resource requests are changed or submitted. When resource requests are changed, the PM should get a notification. When resource requests are submitted the RM should get a notification. When resource requests are pending (waiting for approval - after 24 hours) the RM should get a notification.
#605: (Manual update) Fixed an issue with the DevOps dataflow that began occurring where if a source system didn't have the minimum number of records for pagination, the data wouldn't load.

2023.02.28.5

SenseiControlsV1 (2023.02.28.5), Kaizen and Atsumeru (2023.02.25.1) Solutions released to 🚂GA on 27 Feb 2023

New and Improved:

#473, #475: Filter Updates to Power BI Reports (Manual update)
We've listened to client feedback through UserBack and added two key filters to the Project IQ Insights (Program Filter) and Resource IQ Insights (Line Manager Filter) reports. Both filters are available on the filters pane for the report. Note - Power BI reports require a replacement with the new version to receive these updates.
#513: Project Online Dataflow Improvements (Manual update)
Another item we heard feedback from our clients about was the fact that Project Online assigns tasks that do not have any resources on them to the "Unassigned Resource" and tasks assigned to local resources in project schedules show as assigned to "Generic Local Resource" in Project Online. As these "assignments" provided no value to Sensei IQ users, we've filtered these out of our dataflow sync, so they will no longer clutter views/reports that display this information in Sensei IQ.
#471: Enforce Unique Names for Timesheet Periods
Client feedback was that allowing for timesheet periods with the same names presented problems when viewing timesheet data. We've created a key constraint that will prevent timesheet periods from being created with the same name. If your organization currently has periods with duplicate names, the key will be created but not activated.
#505: Auto-approve Resource Request if Proposed = Committed
Enhanced the behavior of the resource request for users that often change committed requests by resubmitting proposed time. If the resubmitted proposed value matches the already committed value on the same request, the request will be auto-approved for that period.

Fixes:

#470: Resolved an issue caused by a Microsoft update where the BPF visualization overlapped the finance, task and resource grids when in full-screen mode.
#470: Resolved an issue caused by a Microsoft update where the Resource Demand grid header overlapped the filters pane, Power Apps meus, and bookable resource quick create pane.
#517: Changed the behavior for how resubmitted resource requests interact with calendar exceptions. Previously calendar exceptions added for a resource after a request was committed would "lock" the days, preventing the committed time from being changed. Now if re-submitting proposed time on a request after a calendar exception is added, users will see the committment for the days of the exception zeroed out.
#518: Fixed an issue where the resource request did not have the correct status and failed to trigger toast notifications to the end users.
#477: Fixed an issue where security roles inherited from Dynamics Teams did not provide appropriate privileges to Sensei IQ Teams App screens.
#503: Resolved an issue caused by a Microsoft change that resulted in the percent complete bars on Project, Task and Program views displaying a duplicated percent complete value in the bar and tooltip.

2023.01.19.1

SenseiControlsV1, Kaizen and Atsumeru Solutions released to 🚂GA on 19 Jan 2023

New and Improved:

Updated solutions to US Infrastructure
We've updated infrastructure for training, teams, docs, and solutions deployment and updates.

2022.11.21.10

SenseiControlsV1 Solution released to 🚂Canary on 21 Nov 2022

New and Improved:

#15443: Added new date tokens
We've added the following tokens which can be used in status update queries:
- todayDate
- startOfCurrentMonth
- endOfCurrentMonth
- startOfCurrentQuarter
- endOfCurrentQuarter
- startOfCurrentYear
- endOfCurrentYear

2022.11.15.3

SenseiProjectIndependent Solution released to 🚂Canary on 15 Nov 2022

New and Improved:

#12892: In-app notifications
We now include in-app notifications for various events which occur in IQ. Users can personalise their notification settings using standard out of the box configuration, and IQ administrators can configure notifications at the system configuration level in IQ
#15185: Auto recover from task sync issues
External project tasks will auto-recover when they are out-of-sync by restoring missing tasks in IQ when the next sync runs

Fixes:

#13794: Resolved an issue with the configuration for Program constraints which inhibited the ability to hide the tab
#15361: Resolved an issue where case sensitivity caused landing page links to not display when a logical name and schema name had case differences

2022.11.15.2

SenseiProject Solution released to 🚂Canary on 15 Nov 2022

New and Improved:

#12892: In-app notifications
We now include in-app notifications for various events which occur in IQ. Users can personalise their notification settings using standard out of the box configuration, and IQ administrators can configure notifications at the system configuration level in IQ
#15185: Auto recover from task sync issues
External project tasks will auto-recover when they are out-of-sync by restoring missing tasks in IQ when the next sync runs

Fixes:

#13794: Resolved an issue with the configuration for Program constraints which inhibited the ability to hide the tab
#15361: Resolved an issue where case sensitivity caused landing page links to not display when a logical name and schema name had case differences

2022.11.15.8

SenseiControlsV1 Solution released to 🚂Canary on 15 Nov 2022

New and Improved:

#8111: Inactive resources in timesheets
We've changed how inactive resources work so that they no longer appear in timesheets
#8195: Timesheets details
We've added a button in the timesheet notification bar which provides the full details of the timesheet in a modal window

Fixes:

#8398: Removed a superfluous warning message which was being shown when adding a resource to a task
#9404: Fixed the overdue calculation in the status update KPI breakdown to correctly calculate overdue deliverables, issues and risks
#13335: Resolved an issue with entering decimal values when entering new costs in IQ finances
#14911: Resolved an issue for some clients who have bookable resources with the same name where one is inactive and one is active

2022.11.09.4

SenseiProjectIndependent Solution released to 🚂Canary on 9 Nov 2022

New and Improved:

#14653: User field lookups
Updated a number of field lookups for Portfolio, Program and Projects within Sensei IQ to filter out system resources and inactive users from user drop-downs based on configuration settings
#14654: More user field lookups
Updated a number of field lookups for Proposal and Strategy within Sensei IQ to filter out system resources and inactive users from user drop-downs based on configuration settings
#14698: Ideas grid clean-up
Removed the outdated Type and Idea Score fields from the default Ideas grid view within IQ. These fields have been removed from the application

2022.11.08.1

SenseiProject Solution released to 🚂Canary on 9 Nov 2022

New and Improved:

#14653: User field lookups
Updated a number of field lookups for Portfolio, Program and Projects within Sensei IQ to filter out system resources and inactive users from user drop-downs based on configuration settings
#14654: More user field lookups
Updated a number of field lookups for Proposal and Strategy within Sensei IQ to filter out system resources and inactive users from user drop-downs based on configuration settings
#14698: Ideas grid clean-up
Removed the outdated Type and Idea Score fields from the default Ideas grid view within IQ. These fields have been removed from the application

Fixes:

#6718: Removed the Assign button from task details to ensure data consistency and remove ambiguity

2022.11.09.3

SenseiControlsV1 Solution released to 🚂Canary on 9 Nov 2022

New and Improved:

#7383: Resource Plan default period
We've improved the Resource Plan for projects/proposals so it now defaults to the current period (eg today)
#14519: Add a resource multiple times
You're now able to add the same resource more than once on the Resource Plan
#15088: Configuration improvements
We've added more pickers to the settings configurations in IQ, including landing page links and buttons, and role security settings. We've also improved the picker search for when there are more than 100 entities

Fixes:

#13332: Updated the 'New' button to be more consistent in the project tasks tab
#14910: Resolved an issue where inactive bookable resources were still displaying in the Add Resource search box under a Project Resource Plan
#14952: Resolved an issue where negative committed values were able to be added to the resource demand view

2022.10.31.2

SenseiControlsV1 Solution released to 🚂Canary on 2 Nov 2022

Work Items:

#14437:
Added the ability to create an issue from an existing risk. This is triggered from a button (Convert to issue) on the risk, with fields being able to be configured when converting. A sub grid has also been added to show that multiple issues can be linked to a risk. Users can navigate between the linked risk and issue.

Fixes:

#9450:
Resolved an issue where KPI icons on the Portfolio Summary were displaying incorrectly

2022.11.02.2

SenseiProjectIndependent Solution released to 🚂Canary on 2 Nov 2022

Work Items:

#14437:
Added the ability to create an issue from an existing risk. This is triggered from a button (Convert to issue) on the risk, with fields being able to be configured when converting. A sub grid has also been added to show that multiple issues can be linked to a risk. Users can navigate between the linked risk and issue.
#14974:
Duplicate Status Report feature has been extended to now support lookup fields (also known as lookup tables).

Fixes:

#6718:
Removed the Assign button from task details to ensure data consistency and remove ambiguity
#14529:
Resolved an issue with Resource to Finance Sync button not displaying when Transaction Locks are configured.
#14700:
New bulk edit functionality released by Microsoft caused a potential issue whereby users could circumvent Business Rules, fix applied to prevent this on the server level (synchronous workflow)
#15024:
Resolved an issue where users are seeing an error message when they attempt to create a note in non-IQ entities in an environment that also contains IQ.

2022.11.02.4

SenseiProject Solution released to 🚂Canary on 2 Nov 2022

Work Items:

#14437:
Added the ability to create an issue from an existing risk. This is triggered from a button (Convert to issue) on the risk, with fields being able to be configured when converting. A sub grid has also been added to show that multiple issues can be linked to a risk. Users can navigate between the linked risk and issue.
#14974:
Duplicate Status Report feature has been extended to now support lookup fields (also known as lookup tables).

Fixes:

#14529:
Resolved an issue with Resource to Finance Sync button not displaying when Transaction Locks are configured.
#14700:
New bulk edit functionality released by Microsoft caused a potential issue whereby users could circumvent Business Rules, fix applied to prevent this on the server level (synchronous workflow)
#15024:
Resolved an issue where users are seeing an error message when they attempt to create a note in non-IQ entities in an environment that also contains IQ.

2022.10.25.1

SenseiProjectIndependent Solution released to 🚂Canary on 25 Oct 2022

Work Items:

#14435:
Out of the box Assigned To fields on the Risk entity will now filter with the following rules.
- Fullname DOES NOT START with "#"
- Azure AD Object ID CONTAINS DATA
- Application ID DOES NOT CONTAIN DATA
- Status EQUALS Active
Additionally, we have incorporated and surfaced a function (sensei_SenseiProject.Generic.LookupViewSwitcher.onFormLoad) which allows users (with some configuration) the ability to setup lookup fields with dynamic filters.
#14440:
Added a 'Risk Owner' field into the Risk Details page
#14595:
Updated tooltips for 'Start Date' and 'Scheduled Finish' fields on the Project form.

2022.10.25.4

SenseiProject Solution released to 🚂Canary on 25 Oct 2022

Work Items:

#14440:
Added a 'Risk Owner' field into the Risk Details page
#14595:
Updated tooltips for 'Start Date' and 'Scheduled Finish' fields on the Project form.

2022.10.11.3

SenseiProjectIndependent Solution released to 🚂Canary on 12 Oct 2022

Work Items:

#14426:
New functionality to risks allowing users to provide risk notes (commentary) as desired. See docs.senseiiq.cloud for further information regarding notes and how change in Project Ownership affect historical notes.

Fixes:

#14597:
Resolved a Resource to Finance Sync exception when an unexpected data scenario is encountered

2022.10.12.3

SenseiControlsV1 Solution released to 🚂Canary on 12 Oct 2022

Work Items:

#10068:
Make the "+Add" button on the timesheet respect the filter for Active Project and Active Project Tasks

Fixes:

#14520:
Resolved an issue where the resource entry box was covered by the suggested resources dropdown
#14523:
Resolved an issue where some tasks become unresponsive when dragging the end date of the task
#14551:
Resolved an issue when saving tasks using custom date fields

2022.10.12.2

SenseiProject Solution released to 🚂Canary on 12 Oct 2022

Work Items:

#12843:
Automatic background import of timesheet actuals into project financials upon timesheet approval
#14426:
New functionality to risks allowing users to provide risk notes (commentary) as desired. See docs.senseiiq.cloud for further information regarding notes and how change in Project Ownership affect historical notes.
#14435:
Out of the box Assigned To fields on the Risk entity will now filter with the following rules.
- Fullname DOES NOT START with "#"
- Azure AD Object ID CONTAINS DATA
- Application ID DOES NOT CONTAIN DATA
- Status EQUALS Active
Additionally, we have incorporated and surfaced a function (sensei_SenseiProject.Generic.LookupViewSwitcher.onFormLoad) which allows users (with some configuration) the ability to setup lookup fields with dynamic filters.

Fixes:

#14514:
Resolved a potential concurrency issue in the resource plan even when there is only one user making an update
#14597:
Resolved a Resource to Finance Sync exception when an unexpected data scenario is encountered

2022.10.07.3

SenseiControlsV1 Solution released to 🚂Canary on 7 Oct 2022

2022.10.06.2

SenseiProjectIndependent Solution released to 🚂Canary on 7 Oct 2022

Work Items:

#12843:
Automatic background import of timesheet actuals into project financials upon timesheet approval

Fixes:

#14514:
Resolved a potential concurrency issue in the resource plan even when there is only one user making an update

2022.10.07.2

SenseiControlsV1 Solution released to 🚂Canary on 7 Oct 2022

Work Items:

#12843:
Automatic background import of timesheet actuals into project financials upon timesheet approval

Fixes:

#12510:
IQ Exceptions: The Sensei IQ Auth pop up has been blocked
#14514:
Resolved a potential concurrency issue in the resource plan even when there is only one user making an update

2022.10.04.5

SenseiProjectIndependent Solution released to 🚂Canary on 4 Oct 2022

Work Items:

#8406:
Restricted the ability to allow special characters in project names (as per Microsoft documentation) to ensure group/channel creation processes succeed
#11048:
Assignment Sync for DevOps
#12843:
Automatic background import of timesheet actuals into project financials upon timesheet approval
#14181:
Ability to configure the program KPIs that will be displayed on the program status widget in the program details page. To view and change these settings, go to Settings > Configuration Settings > Programs > Program Summary.

Fixes:

#11960:
When creating new Portfolios (and Programs), the form does not open on the Details page by default

2022.10.04.5

SenseiProject Solution released to 🚂Canary on 4 Oct 2022

Work Items:

#11048:
Assignment Sync for DevOps
#12843:
Automatic background import of timesheet actuals into project financials upon timesheet approval
#14181:
Ability to configure the program KPIs that will be displayed on the program status widget in the program details page. To view and change these settings, go to Settings > Configuration Settings > Programs > Program Summary.

Fixes:

#11960:
When creating new Portfolios (and Programs), the form does not open on the Details page by default

2022.10.04.3

SenseiControlsV1 Solution released to 🚂Canary on 4 Oct 2022

Work Items:

#12843:
Automatic background import of timesheet actuals into project financials upon timesheet approval

2022.09.26.4

SenseiControlsV1 Solution released to 🚂Canary on 27 Sep 2022

Work Items:

#13989:
Improved the performance of the inbuilt IQ Scheduler by changing save operations to be on demand rather than constant. Users will need to manually save the schedule after making desired changes, and will be prompted if browsing away or opening another window.

2022.09.16.2

SenseiProjectIndependent Solution released to 🚂Canary on 21 Sep 2022

Work Items:

#14048:
Introduced the ability to disable default security role assignments to entity owners on group creation within Sensei IQ. This feature is aimed at organisations with strict security policies which require need the exact control of permissions for group members. Important note: disabling the default security role assignments may require additional customisation work to be performed to ensure permission to key aspects of the IQ application are not lost.

Fixes:

#12753:
Task Sync: Extended delta task sync functionality to support participation from custom sync tables

2022.09.20.13

SenseiControlsV1 Solution released to 🚂Canary on 21 Sep 2022

Work Items:

#8406:
Restricted the ability to allow special characters in project names (as per Microsoft documentation) to ensure group/channel creation processes succeed
#12533:
IQ's task scheduling control now respects the default configured against the Project Task (Task Type).
#13660:
Creation of Sub Tab Control to handle scenarios where you would like Sub Tabs to appear beneath a Form Tab which control visibility of Sections within that Form Tab.
#14181:
Ability to configure the program KPIs that will be displayed on the program status widget in the program details page. To view and change these settings, go to Settings > Configuration Settings > Programs > Program Summary.

2022.09.13.4

SenseiProject Solution released to 🚂Canary on 13 Sep 2022

Work Items:

#11494:
Users have now the added ability to copy the latest status update when creating a status update. Additionally they can also clear out the status comments field at once (only present when creating a status update).
#12793:
Ability to configure the project KPIs that will be displayed on the project status widget in the project details page. To view and change these settings, go to Settings > Configuration Settings > Projects > Project Progress.

2022.09.13.10

SenseiProjectIndependent Solution released to 🚂Canary on 13 Sep 2022

Work Items:

#11494:
Users have now the added ability to copy the latest status update when creating a status update. Additionally they can also clear out the status comments field at once (only present when creating a status update).
#12793:
Ability to configure the project KPIs that will be displayed on the project status widget in the project details page. To view and change these settings, go to Settings > Configuration Settings > Projects > Project Progress.

2022.09.13.5

SenseiControlsV1 Solution released to 🚂Canary on 13 Sep 2022

Work Items:

#12793:
Ability to configure the project KPIs that will be displayed on the project status widget in the project details page. To view and change these settings, go to Settings > Configuration Settings > Projects > Project Progress.

Fixes:

#10006:
Removed incorrect and unnecessary links in the Status Update control
#13116:
Resolved an issue where some drop down selectors were hidden making it difficult to select correct values in the drop down
#14171:
Fixed a bug where the number of hours used to define an FTE was hard locked to 8 hours instead of being based on the default calendar Hours per Work Day field.

2022.09.08.4

SenseiProject Solution released to 🚂Canary on 9 Sep 2022

Work Items:

#13003:
Business cases now have their own details tab form layout, so it can be configured/customised separately as required

Fixes:

#12235:
Fixed: Label for 'Duration Estimate' should have Days in parentheses instead of Hours, which matches up to measurement in reports

2022.09.07.3

SenseiProjectIndependent Solution released to 🚂Canary on 9 Sep 2022

Fixes:

#12235:
Fixed: Label for 'Duration Estimate' should have Days in parentheses instead of Hours, which matches up to measurement in reports

2022.09.08.4

SenseiControlsV1 Solution released to 🚂Canary on 9 Sep 2022

2022.09.06.9

SenseiProjectIndependent Solution released to 🚂Canary on 6 Sep 2022

Work Items:

#5616:
BPF Field Locking: Adapt/Include in IQ
#11230:
Add status columns to Fiscal Periods create view, - Remove Created on
#11365:
Added a setting to allow administrators to disable the ability to import resource plans as financial forecasts
#11635:
Clicking on the "Big Text" links on the home page still goes to Insights instead of the main lists
#11847:
Business Case - Project Type & BPF
#11967:
Business Case - Navigation and View Modifications
#12099:
Updated the locking period field labels to provide additional clarity

Fixes:

#8511:
Updated deprecated script reference in PFTW edition that was affecting the creation of new projects.
#10073:
Different finish date in Insights vs Projects for the same project
#12985:
Fixed: Intermittent error appears for Business Case despite required fields being entered during selection stage

2022.09.06.3

SenseiProject Solution released to 🚂Canary on 6 Sep 2022

Work Items:

#5616:
BPF Field Locking: Adapt/Include in IQ
#11230:
Add status columns to Fiscal Periods create view, - Remove Created on
#11365:
Added a setting to allow administrators to disable the ability to import resource plans as financial forecasts
#11635:
Clicking on the "Big Text" links on the home page still goes to Insights instead of the main lists
#11847:
Business Case - Project Type & BPF
#11967:
Business Case - Navigation and View Modifications
#12099:
Updated the locking period field labels to provide additional clarity

Fixes:

#8511:
Updated deprecated script reference in PFTW edition that was affecting the creation of new projects.
#10073:
Different finish date in Insights vs Projects for the same project
#12985:
Fixed: Intermittent error appears for Business Case despite required fields being entered during selection stage

2022.09.06.6

SenseiControlsV1 Solution released to 🚂Canary on 6 Sep 2022

Work Items:

#8126:
Resource requests now allow users to submit in percentage FTE allocation instead of hours
#11789:
A visual indicator is shown on a 'New Status Update' where there are changes that have not been synched into the Forecasts of the Financials app.
#11962:
Updated the summed values of FTE and % FTE Total Calculations when zoomed to a smaller period
#13912:
Risk matrix settings provides the ability to specify the colour of specific cells on the risk matrix by using X and Y coordinates. The solution is configurable via Sensei IQ config settings.

Fixes:

#13081:
Fixed: When using the Dashboard Widget, if there is no aggregated data returned from a query an error is displayed

2022.08.31.4

SenseiProjectIndependent Solution released to 🚂Canary on 31 Aug 2022

Work Items:

#10073: Different finish date in Insights vs Projects for the same project
#11230: Add status columns to Fiscal Periods create view, - Remove Created on
#11365: Added a setting to allow administrators to disable the ability to import resource plans as financial forecasts
#11635: Clicking on the "Big Text" links on the home page still goes to Insights instead of the main lists
#11855: Minor user interface improvements to the Resource Import as Financial Forecasts feature, which remains in development with a planned release in September.
#11941: Planner task sync - tasks which only have Start date will not be synced correctly
#12011: Repositioning of feedback request bubble
#12116: Ability to open a resource request from a project's resource plan view
#12882: Planner integration: Tasks tab should always show even when there are no tasks

2022.08.31.3

SenseiProject Solution released to 🚂Canary on 31 Aug 2022

Work Items:

#10073: Different finish date in Insights vs Projects for the same project
#11230: Add status columns to Fiscal Periods create view, - Remove Created on
#11365: Added a setting to allow administrators to disable the ability to import resource plans as financial forecasts
#11635: Clicking on the "Big Text" links on the home page still goes to Insights instead of the main lists
#11855: Minor user interface improvements to the Resource Import as Financial Forecasts feature, which remains in development with a planned release in September.
#11941: Planner task sync - tasks which only have Start date will not be synced correctly
#12011: Repositioning of feedback request bubble
#12116: Ability to open a resource request from a project's resource plan view
#12882: Planner integration: Tasks tab should always show even when there are no tasks

2022.08.31.6

SenseiControlsV1 Solution released to 🚂Canary on 31 Aug 2022

Work Items:

#11365: Added a setting to allow administrators to disable the ability to import resource plans as financial forecasts
#11855: Minor user interface improvements to the Resource Import as Financial Forecasts feature, which remains in development with a planned release in September.
#13803: PCF pipeline build issue
#13813: Introduced a data concurrency safeguard mechanism to detect and protect against the creation of duplicate row entries in the Timesheet or Resource modules which could occur if more than one user simultaneously alters and saves the same entry.

2022.08.22.1

SenseiProjectIndependent Solution released to 🚂Canary on 23 Aug 2022

Work Items:

#8511: Fix for error on creating a new project
#12116: Ability to open a resource request from a project's resource plan view
#13296: Settings View
#13298: Built in settings schemas and default values
#13330: Configurable IQ home page

2022.08.22.1

SenseiControlsV1 Solution released to 🚂Canary on 23 Aug 2022

Work Items:

#12116: Ability to open a resource request from a project's resource plan view
#12891: Finances: Top Down Budgeting - Creating A Program Budget (1)

2022.08.16.5

SenseiProject Solution released to 🚂Canary on 16 Aug 2022

Work Items:

#13078: Add Cost Category Default field to Project and Bookable Resource form
#13296: Settings View
#13298: Built in settings schemas and default values
#13330: Configurable IQ home page

2022.08.16.5

SenseiControlsV1 Solution released to 🚂Canary on 16 Aug 2022

Work Items:

#13296: Settings View
#13297: Custom Settings Widgets - OptionSet/Record
#13298: Built in settings schemas and default values
#13330: Configurable IQ home page

2022.08.02.2

SenseiProjectIndependent Solution released to 🚂Canary on 2 Aug 2022

Work Items:

#10073: Different finish date in Insights vs Projects for the same project
#11941: Planner task sync - tasks which only have Start date will not be synced correctly
#12011: Repositioning of feedback request bubble
#12882: Planner integration: Tasks tab should always show even when there are no tasks
#13017: Hide Userback feedback bubble
#13078: Add Cost Category Default field to Project and Bookable Resource form
#13113: Finance Grid fails to load with default master data configuration

2022.08.02.1

SenseiControlsV1 Solution released to 🚂Canary on 2 Aug 2022

Work Items:

#8114: When adding a resource to a resource plan, the add resource picker should filter the default view to only show generic resources
#11495: Task Grid: is Summary Flag not reset when outdented

2022.08.02.5

SenseiProject Solution released to 🚂Canary on 2 Aug 2022

Work Items:

#10073: Different finish date in Insights vs Projects for the same project
#11230: Add status columns to Fiscal Periods create view, - Remove Created on
#11941: Planner task sync - tasks which only have Start date will not be synced correctly
#12011: Repositioning of feedback request bubble
#12882: Planner integration: Tasks tab should always show even when there are no tasks
#13017: Hide Userback feedback bubble
#13113: Finance Grid fails to load with default master data configuration

2022.07.26.4

SenseiProject Solution released to 🚂Canary on 27 Jul 2022

Work Items:

#5616: BPF Field Locking: Adapt/Include in IQ
#9636: Client Side Sync: Planner Sync Tables etc
#10849: Bucket Sync: Duplicates
#11635: Clicking on the "Big Text" links on the home page still goes to Insights instead of the main lists
#12310: Tasks Dashboard for Planner: Extend Planner Sync to capture Priorty
#12330: Project Executives cannot See/Save Resource Requests
#12350: Resource to Finance Sync: Fiscal Period Locking and UI Changes
#12426: Typo in Timesheet approval Flow
#12853: Planner Master Data - confirm active and remove CRM123456

2022.07.27.4

SenseiControlsV1 Solution released to 🚂Canary on 27 Jul 2022

Work Items:

#11542: Finance: Financial Category Filter in Finance Grid
#11939: Resource Demand: Resource Demand is in read-only mode for Resource Managers under a different business unit
#12350: Resource to Finance Sync: Fiscal Period Locking and UI Changes
#12986: EPP Not clickable: setProjectLastSyncNow missing

2022.07.18.2

SenseiProjectIndependent Solution released to 🚂Canary on 19 Jul 2022

Work Items:

#9636: Client Side Sync: Planner Sync Tables etc
#10849: Bucket Sync: Duplicates
#12213: Additional Project Delete Protection
#12292: Tasks Dashboard for Planner: Widget: Tasks Due
#12308: Tasks Dashboard for Planner: Tasks Tab visibility switching
#12310: Tasks Dashboard for Planner: Extend Planner Sync to capture Priorty

2022.07.13.1

SenseiProject Solution released to 🚂Canary on 19 Jul 2022

Work Items:

#12292: Tasks Dashboard for Planner: Widget: Tasks Due
#12308: Tasks Dashboard for Planner: Tasks Tab visibility switching

2022.07.19.8

SenseiControlsV1 Solution released to 🚂Canary on 19 Jul 2022

Work Items:

#10078: External project link button behaviour
#12273: Tasks Dashboard for Planner: Widget: All Tasks
#12274: Tasks Dashboard for Planner: Widget: Assigned Tasks
#12292: Tasks Dashboard for Planner: Widget: Tasks Due
#12300: Tasks Dashboard for Planner: Widget: Tasks Due Graph
#12303: Tasks Dashboard for Planner: Widget: Task Progress
#12304: Tasks Dashboard for Planner: Widget: Task Progress Graph
#12305: Tasks Dashboard for Planner: Widget: Task Priority
#12306: Tasks Dashboard for Planner: Widget: Task Priority Graph
#12754: Finance Grid: show currency symbol specified against the project with fallback to org instead of user format

2022.07.07.5

SenseiProjectIndependent Solution released to 🚂Canary on 12 Jul 2022

2022.07.12.1

SenseiProject Solution released to 🚂Canary on 12 Jul 2022

Work Items:

#12213: Additional Project Delete Protection

2022.07.12.6

SenseiControlsV1 Solution released to 🚂Canary on 12 Jul 2022

Work Items:

#8421: Move resource plan to new date
#12615: Missing Financials grid fails to load due to browser precision issue

2022.07.05.3

SenseiProject Solution released to 🚂Canary on 5 Jul 2022

Work Items:

#12310: Tasks Dashboard for Planner: Extend Planner Sync to capture Priorty
#12389: Optimise Resource to Finance Sync for large datasets

2022.07.05.5

SenseiControlsV1 Solution released to 🚂Canary on 5 Jul 2022

2022.07.05.5

SenseiProjectIndependent Solution released to 🚂Canary on 5 Jul 2022

Work Items:

#12310: Tasks Dashboard for Planner: Extend Planner Sync to capture Priorty
#12389: Optimise Resource to Finance Sync for large datasets

2022.07.05.4

SenseiControlsV1 Solution released to 🚂Canary on 5 Jul 2022

Work Items:

#11348: NNPX Planner Modifications
#11737: Tasks app % complete only holding whole numbers
#12310: Tasks Dashboard for Planner: Extend Planner Sync to capture Priorty

2022.06.28.11

SenseiProjectIndependent Solution released to 🚂Canary on 28 Jun 2022

Work Items:

#10573: Update new Security Roles to be not customizable
#10837: Observation: For bulk create fiscal periods, there is a limit on max period duration for weeks and months
#10879: Program Status: Add Duration Complete Rollup
#11000: Resource to Finance Sync: Table changes
#11001: Resource to Finance Sync: Framework and Client Stub
#11002: Resource to Finance Sync: Server side implementation
#11143: Show the Project "Start Date" field on the Details page.
#11193: UserBack does not appear in PFTW edition

2022.06.28.13

SenseiProject Solution released to 🚂Canary on 28 Jun 2022

Work Items:

#10573: Update new Security Roles to be not customizable
#10837: Observation: For bulk create fiscal periods, there is a limit on max period duration for weeks and months
#10879: Program Status: Add Duration Complete Rollup
#11000: Resource to Finance Sync: Table changes
#11001: Resource to Finance Sync: Framework and Client Stub
#11002: Resource to Finance Sync: Server side implementation
#11143: Show the Project "Start Date" field on the Details page.
#11193: UserBack does not appear in PFTW edition

2022.06.28.11

SenseiControlsV1 Solution released to 🚂Canary on 28 Jun 2022

Work Items:

#11001: Resource to Finance Sync: Framework and Client Stub
#11002: Resource to Finance Sync: Server side implementation
#11003: Resource to Finance Sync: External item/transaction form changes
#11364: Finance: Implement Period Locking

2022.06.21.5

SenseiProjectIndependent Solution released to 🚂Canary on 22 Jun 2022

Work Items:

#9477: Remove Calendar PCF for exceptions and use list view instead
#11002: Resource to Finance Sync: Server side implementation
#11380: Financials: Financial Items Security

2022.06.21.5

SenseiControlsV1 Solution released to 🚂Canary on 22 Jun 2022

Work Items:

#6802: IQ Schedule: Change % Complete Rollup to be based on duration - Project Status Control
#10879: Program Status: Add Duration Complete Rollup
#10880: Portfolio Status: Add Duration Complete Rollup
#11380: Financials: Financial Items Security
#11491: Finance Grid: Variance is not calculated correctly on a past Fiscal Period which contains the current month

2022.06.21.1

SenseiProject Solution released to 🚂Canary on 22 Jun 2022

Work Items:

#9477: Remove Calendar PCF for exceptions and use list view instead
#10879: Program Status: Add Duration Complete Rollup
#11002: Resource to Finance Sync: Server side implementation
#11380: Financials: Financial Items Security
#11491: Finance Grid: Variance is not calculated correctly on a past Fiscal Period which contains the current month
#12215: Error importing solution due to Project_Duration calculated field

2022.06.14.2

SenseiProjectIndependent Solution released to 🚂Canary on 14 Jun 2022

Work Items:

#8112: Create approved resource requests from the “Resource Demand” page
#10879: Program Status: Add Duration Complete Rollup
#11491: Finance Grid: Variance is not calculated correctly on a past Fiscal Period which contains the current month

2022.06.14.4

SenseiControlsV1 Solution released to 🚂Canary on 14 Jun 2022

Work Items:

#6802: IQ Schedule: Change % Complete Rollup to be based on duration - Project Status Control
#10879: Program Status: Add Duration Complete Rollup
#10880: Portfolio Status: Add Duration Complete Rollup
#11234: Finance App "New" Buttons Should Respect User Record Access
#11491: Finance Grid: Variance is not calculated correctly on a past Fiscal Period which contains the current month

2022.06.07.2

SenseiProjectIndependent Solution released to 🚂Canary on 7 Jun 2022

Work Items:

#10879: Program Status: Add Duration Complete Rollup
#11496: Issue when applying Group Ownership to a Project when Notes/Attachments functionality is turned on

2022.06.07.2

SenseiProject Solution released to 🚂Canary on 7 Jun 2022

Work Items:

#8112: Create approved resource requests from the “Resource Demand” page
#11496: Issue when applying Group Ownership to a Project when Notes/Attachments functionality is turned on

2022.06.07.4

SenseiControlsV1 Solution released to 🚂Canary on 7 Jun 2022

Work Items:

#8112: Create approved resource requests from the “Resource Demand” page
#8113: Ability to remove a resource from a project allocation from the resource demand view
#9150: Resource Demand: Generic hours spread over weekdays to help with variance at different zoom levels

Move to abbreviated format

Note

From this point on we will move this page to an abbreviated Release Notes style format - this will be replaced in future with a more friendly explanation of upcoming features.

2022.05.31.3

Atsumeru - 2022.05.31.2
Kaizen - 2022.05.31.3
SenseiControlsV1 - 2022.05.27.3

Environment	Release Date	Status
🚂Canary	31 May 2022	✅
🚂First Release	8 Jun 2022	✅
🚂General Availability	15 Jun 2022	✅

Work Items:

#9149: Product Backlog Item - Userback: Implement User Feedback Prompt
#10879: Product Backlog Item - Program Status: Add Duration Complete Rollup field support ahead of change to effort based % complete.

Fixes:

#11217: Bug - Entity Owner Group Picker fails to assign existing group first used by different business unit

2022.05.24.11

Atsumeru - 2022.05.24.4
Kaizen - 2022.05.24.11
SenseiControlsV1 - 2022.05.23.3

Environment	Release Date	Status
🚂Canary	25 May 2022	✅
🚂First Release	1 Jun 2022	✅
🚂General Availability	8 Jun 2022	✅

Work Items:

#10837: For bulk create fiscal periods, increase limit on max period duration for weeks and months
#9149: Added table for recording user feedback.

Fixes:

#10573: Update all Security Roles to be not customizable to prevent data loss when updates are applied.

2022.05.20.3

Atsumeru - 2022.05.18.4
Kaizen - 2022.05.18.4
SenseiControlsV1 - 2022.05.20.3

Environment	Release Date	Status
🚂Canary	20 May 2022	🌶️ - Hotfix
🚂First Release	20 May 2022	🌶️ - Hotfix
🚂General Availability	25 May 2022	✅

Work Items:

#11618: Bug - Finance App: Fix for integration scenario where a large number of Financial items have been imported without row ID's, will no longer present "duplicates".

2022.05.18.4

Atsumeru - 2022.05.18.4
Kaizen - 2022.05.18.4
SenseiControlsV1 - 2022.05.18.1

Environment	Release Date	Status
🚂Canary	19 May 2022	✅
🚂First Release	25 May 2022	✅
🚂General Availability	1 Jun 2022	✅

Work Items:

#9205: Resource Request Views - Cleanup columns and small adjustments.
#9215, #9217, #9384: NNPX and Client Side Sync for Planner ⚡ - This functionality will be enabled at a later date.

Fixes:

#9338: Ensure access for Assigned To fails
#10105: My Active Projects list view shows non active projects
#10863: Background Sync: Project user is not prompted with an error when trying to link an external project which they don't have access to
#10955: PMO User security role doesn't have access to Risks

2022.05.10.3

Atsumeru - 2022.05.09.5
Kaizen - 2022.05.03.2
SenseiControlsV1 - 2022.05.10.3

Environment	Release Date	Status
🚂Canary	11 May 2022	✅
🚂First Release	18 May 2022	✅
🚂General Availability	25 May 2022	✅

Fixes:

#8668: Project Name is cut off in Availability Heatmap
#10105: My Active Projects list view also shows non active projects
#10955: PMO User security role doesn't have access to Risks
#11296: Finance grid fails to load when high levels of precision are used

2022.05.03.8

Atsumeru - 2022.05.03.8
Kaizen - 2022.05.03.2
SenseiControlsV1 - 2022.04.22.1

Environment	Release Date	Status
🚂Canary	3 May 2022	✅
🚂First Release	11 May 2022	✅
🚂General Availability	18 May 2022	✅

Fixes:

#9205: Resource Request Views: Removal of views utilized by the system.
#10856: Move UserBack feedback icon so it doesn't obscure the Project creation side panel

2022.04.26.4

Atsumeru - 2022.04.12.6
Kaizen - 2022.04.26.4
SenseiControlsV1 - 2022.04.22.1

Environment	Release Date	Status
🚂Canary	27 Apr 2022	✅
🚂First Release	4 May 2022	✅
🚂General Availability	11 May 2022	✅

Work Items:

#9759: Change from the User Report feedback tool to the UserBack feedback tool. This enhanced feedback tool allows for more direct communication of user feedback to our product team.

Fixes:

#10977: In some scenarios some tasks from external systems are not identified correctly for synchronisation. To receive this update, please deploy the latest Task Sync DataFlow for your External System.
#10733: In some scenarios start/end dates synchronised from PFTW were not shown to be the same as the start/end dates shown in the PFTW user interface. This is caused by the incorrect storage of the dates by Microsoft into the PFTW Dataverse table. We have produced a new PFTW Task DataFlow to address this as much as possible. To receive this update, please deploy the latest Task Sync DataFlow for PFTW.
#11069: Totals displayed in change requests (and other) summary page had more decimal places than required.

2022.04.19.4

Atsumeru - 2022.04.12.6
Kaizen - 2022.04.08.1
SenseiControlsV1 - 2022.04.19.4

Environment	Release Date	Status
🚂Canary	19 Apr 2022	✅
🚂First Release	27 Apr 2022	✅
🚂General Availability	4 May 2022	✅

Work Items:

#10562: Finance Grid - Less aggressive rounding of values

2022.04.13.3

Atsumeru - 2022.04.12.6
Kaizen - 2022.04.08.1
SenseiControlsV1 - 2022.04.13.3

Environment	Release Date	Status
🚂Canary	14 Apr 2022	✅
🚂First Release	20 Apr 2022	✅
🚂General Availability	27 Apr 2022	✅

Work Items:

#9209: Preparatory module deployment: Client Side Sync: Planner Sync Engine ⚡
- No visible functionality will be seen from this item
#9636: Preparatory module deployment: Client Side Sync: Planner Sync Tables
- No visible functionality will be seen from this item

Fixes:

#9962: IQ Schedule: Updating a new task: Effort Hours are getting doubled when entering the same value for Effort Completed
#10466: Task Sync - Duplicate Tasks
#10690: IQ Schedule: Updating duration impacts effort completed
#11015: Finance - handle situation where fiscal periods are not deployed to environment

2022.04.13.2

Atsumeru - 2022.04.08.1
Kaizen - 2022.04.08.1
SenseiControlsV1 - 2022.04.13.2

Environment	Release Date	Status
🚂Canary	N/A	⛔ - Skipped
🚂First Release	N/A	⛔ - Skipped
🚂General Availability	14 Apr 2022	✅

Work Items:

#11015: Finance - handle situation where fiscal periods are not deployed to environment

2022.04.08.7

Atsumeru - 2022.04.08.1
Kaizen - 2022.04.08.1
SenseiControlsV1 - 2022.04.08.7

Environment	Release Date	Status
🚂Canary	8 Apr 2022	✅
🚂First Release	8 Apr 2022	✅
🚂General Availability	13 Apr 2022	✅

Work Items:

#10217: Finance: Additional Zoom Level (Fiscal)
#10218: Finance: Fiscal Period Entity Creation
#10872: Finance: Finance Grid now supports custom transaction types from the optionset (columns)

2022.04.05.4

Atsumeru - 2022.03.31.1
Kaizen - 2022.04.05.4
SenseiControlsV1 - 2022.04.05.3

Environment	Release Date	Status
🚂Canary	6 Apr 2022	✅
🚂First Release	8 Apr 2022	✅
🚂General Availability	13 Apr 2022	✅

Work Items:

#10216: Finance: Horizontal layout
#10551: FInance: Change default finance totals view to "Overall Totals" instead of "Visible Period Totals"

Fixes:

#9287: IQ Schedule: Shows incorrect finish for some external tasks. External tasks are now manually scheduled and obey synchronised end dates.
#10685: IQ Schedule: Project progress does not update when changing tasks completion percent via the task edit form.
#10715: Proposal form with custom visible tabs is not showing details tab.
#10760: NNXP: Not launching from Project List view
#10774: A more resilient fix for spinner displays forever when loading some forms before having loaded a Project form.

2022.03.31.7

Atsumeru - 2022.03.30.3
Kaizen - 2022.03.31.7
SenseiControlsV1 - 2022.03.30.5

Environment	Release Date	Status
🚂Canary	31 Mar 2022	🌶️ - Hotfix
🚂First Release	N/A	⛔ - Skipped
🚂General Availability	N/A	⛔ - Skipped

Fixes:

#10760: NNXP: Not launching from Project List view
#10774: A never ending spinner is displayed while loading forms other than Project in some scenarios

2022.03.31.4

Atsumeru - 2022.03.8.1
Kaizen - 2022.03.31.4
SenseiControlsV1 - 2022.03.7.1

Environment	Release Date	Status
🚂Canary	N/A	⛔ - Skipped
🚂First Release	31 Mar 2022	🌶️ - Hotfix
🚂General Availability	31 Mar 2022	🌶️ - Hotfix

Fixes:

#10774: A never ending spinner is displayed while loading forms other than Project in some scenarios

2022.03.30.5

Atsumeru - 2022.03.30.3
Kaizen - 2022.03.30.2
SenseiControlsV1 - 2022.03.30.5

Environment	Release Date	Status
🚂Canary	30 Mar 2022	✅
🚂First Release	6 Apr 2022	✅
🚂General Availability	13 Apr 2022	✅

Work Items:

#9214: NNPX: First stage of the new project experience, a new dialog to improve and streamline the creation of new projects. This puts in place the framework required for the introduction of new types of projects.

#9385: The New Project button on the home page now launches the NNXP to create new projects (side bar)
#10551: Finance Grid: Change default finance totals view to "Overall Totals" instead of "Visible Period Totals"

Fixes:

#9287: IQ Schedule: Incorrect finish date shown in some scenarios.
#10685: IQ Schedule: Project progress does not update when changing tasks completion percent via the task edit form
#10715: Custom tabs visible on the Proposal form causing missing details tab.

2022.03.25.3

Atsumeru - 2022.03.24.1
Kaizen - 2022.03.16.5
SenseiControlsV1 - 2022.03.25.3

Environment	Release Date	Status
🚂Canary	22 Mar 2022	✅
🚂First Release	25 Mar 2022	✅
🚂General Availability	13 Apr 2022	✅

Note

This release has been stopped for general availability due to backwards compatibility concerns with the existing finance grid.
All the features in this release will be available in GA on the next release.

Work Items:

#5587 & #9775: IQ Schedule: Implement Task Type. This allows tasks to have different schedule behaviour:
- Fixed Units
- Fixed Work
- Fixed Duration
#9219: External Project Picker: Sync Status Display. The external project picker on the Project form will now display additional information about the sync status.
#9821: Finance: Stage 1 of the Finance uplift project is the introduction of a new look & feel for the finance tab on projects. The functionality is the same but the presentation has been reworked to be consistent with the rest of the system and prepare for the addition of some exciting new features. See this the video summary below and this post for more information.

Fixes:

#10568: IQ Schedule: Progress % does not update
#10001: Task Sync Updates not coming through when only assignments changes in external system. Now when assignments change in an external system, and the task does not, the updates to the assignments will still be synchronised. New DataFlows are required for this fix to take effect - get the new DataFlows from the External System Reference Section.
#10449: Hotfix - Previous Hotfix for the Project Form selection drop-down missing is included in this update for now. We will remove the workaround when Microsoft releases their fix for the issue in update 9.2.22032.00110.
#9550: View Consistency update. Views have been updated to improve consistency, column orders and filters in the following areas:
- Changes/Change Request
- Decision
- Deliverable
- Enterprise Calendars
- Issues
- Lessons
- Lessons/ Lesson Learned
- Programs
- Projects
- Proposals
- Risk
- Timesheet Approvals/Timesheets

2022.03.16.5

Atsumeru (SenseiProjectIndependent) - 2022.3.8.1
Kaizen (SenseiProject) - 2022.3.16.5
SenseiControlsV1 - 2022.3.7.1

Environment	Release Date	Status
🚂Canary	16 Mar 2022	✅
🚂First Release	16 Mar 2022	✅
🚂General Availability	23 Mar 2022	✅

Work Items:

#10449: Fix: Adaptation of Hotfix for Project Form selection drop-down missing and unable to change tabs

2022.03.15.4

Atsumeru (SenseiProjectIndependent) - 2022.3.8.1
Kaizen (SenseiProject) - 2022.3.15.4
SenseiControlsV1 - 2022.3.7.1

Environment	Release Date	Status
🚂Canary	15 Mar 2022	✅
🚂First Release	15 Mar 2022	✅
🚂General Availability	23 Mar 2022	✅

Work Items:

#6076: Form load improvements with hiding visible tabs. In order to improve the load time for forms where the Tab visibility is subject to rules, all tabs will start hidden and then be progressively enabled as required. This improves load times and eliminates the "Flash" when loading forms. There is a possible edge case for customers that have custom tabs where previously hidden tabs in the designer are shown. This can be easily avoided by following the steps in the troubleshooting guide.
#7191: Update the "Power BI Report Missing" text to be more helpful
#8958: Clicking the external system icon should take the user to the External system schedule
#9449: Dataverse search enabled
#9907: Custom API - RateByDay - optionally return all override rates
#10101: Demo Data Loader, enable Projects loaded via the Demo Data Loader to be linked to local Teams/Groups. Remove Teams Channel Id from Demo Data "sensei_channelid"

2022.03.15.3

Atsumeru (SenseiProjectIndependent) - 2022.2.28.2
Kaizen (SenseiProject) - 2022.3.15.3
SenseiControlsV1 - 2022.2.15.1

Environment	Release Date	Status
🚂Canary	N/A	⛔ - Skipped
🚂First Release	N/A	⛔ - Skipped
🚂General Availability	15 Mar 2022	🌶️ - Hotfix

Work Items:

#10449: Hotfix: Project Form selection drop-down missing and unable to change tabs

2022.03.08.4

Atsumeru - 2022.03.08.1
Kaizen - 2022.03.08.4
SenseiControlsV1 - 2022.03.07.1

Environment	Release Date	Status
🚂Canary	8 Mar 2022	✅
🚂First Release	16 Mar 2022	⛔ - Superseded by Hotfix
🚂General Availability	23 Mar 2022	⛔ - Superseded by Hotfix

Work Items:

#6076: Form load improvements with hiding visible tabs
#7191: Update the "Power BI Report Missing" text to be more helpful
#9907: Custom API - RateByDay - optionally return all override rates

Fixes:

#9823: Task Sync Updates not coming through

2022.02.28.2

Atsumeru - 2022.02.28.2
Kaizen - 2022.02.28.1
SenseiControlsV1 - 2022.02.15.1

Environment	Release Dates	Deployed
🚂Canary	3 Mar 2022	✅
🚂First Release	3 Mar 2022	✅
🚂General Availability	3 Mar 2022	✅

Work Items:

#5402: Upgrade Teams app auth to use new Auth Code Grant Flow
#9221: Client Side Sync: Feature Flag
#9449: Search on the top of the browser has been configured to search through Sensei IQ. Any custom layers added to the base system will need to be set to also show in this search.

#9784: Expose Cost/Sell Custom APIs via GET

Fixes:

#9757: When opening a project from the teams channel in the Teams app (not browser), an authorised tab opens in the browser but the authentication does not complete
#9824: Token expiry - auto created bookable resource does not have line manager

2022.02.22.13

Atsumeru - 2022.02.22.13
Kaizen - 2022.02.18.1
SenseiControlsV1 - 2022.02.15.1

Environment	Release Dates	Deployed
🚂Canary	23 Feb 2022	✅
🚂First Release	3 Mar 2022	✅
🚂General Availability	9 Mar 2022	✅

Work Items:

#4708: SSRS Landscape report for Program summary - New Report template deployed
#4709: SSRS Landscape report for Portfolio summary - New Report template deployed
#8189: Change sitemap to default to area entity list, not Insights Power Bi report

2022.02.15.9

Atsumeru - 2022.02.15.9
Kaizen - 2022.02.15.2
SenseiControlsV1 - 2022.02.15.1

Environment	Release Dates	Deployed
🚂Canary	16 Feb 2022	✅
🚂First Release	23 Feb 2022	✅
🚂General Availability	3 Mar 2022	✅

Work Items:

#8189: Change sitemap to default to area entity list, not Insights report. So for example: when users select Projects in Sensei IQ the Projects list opens initially, not the insights report.
#8422: Timesheets: Rename "Generate" button to "Bulk Create" in Timesheet Period view
#9173: Product Backlog Item - Change New Tabs Experience behaviour to keep all 4 tabs visible (instead of hiding the active one)
#9692: Product Backlog Item - Automatic User Creation: Default Target Utilization to "100"
#9693: Product Backlog Item - Change Tab icon from orange books to blue books

Fixes:

#5830: Project Status Report: Financials Category Costs section displays incorrect entries
#8798: Timesheets: Timesheet reminders should NOT be sent for closed periods/deactivated users
#8850: Timesheets: Timesheet reminder is not being sent when timesheet for the previous period is NOT created
#9556: Resources: Can't auto-create bookable resource when System User's name is very long

2022.02.08.2

Atsumeru - 2022.02.08.2
Kaizen - 2022.02.01.3
SenseiControlsV1 - 2022.02.08.2

Environment	Release Dates	Deployed
🚂Canary	9 Feb 2022	✅
🚂First Release	16 Feb 2022	✅
🚂General Availability	23 Feb 2022	✅

Work Items:

#7523: Resourcing: Automatic creation of bookable resources. Users from AD are now visible in the "Select a resource to add" list and can be added to the Resource Request. These users are created as Bookable Resources with default values:
- Primary Role: "Unclassified" if there is no match in AD to a Generic role in the system
- Line Manager: the value from AD
- Enterprise Calendar: "Default Calendar"
#9170: Demo Data Uplift: Resource & Timesheet data has been added to the demo data

Fixes:

#5830: Project Status Report - Financials Category Costs section displays incorrect entries

2022.01.31.3

Atsumeru - 2022.01.31.3
Kaizen - 2022.02.01.3
SenseiControlsV1 - 2022.01.31.1

Environment	Release Dates	Deployed
🚂Canary	2 Feb 2022	✅
🚂First Release	9 Feb 2022	✅
🚂General Availability	16 Feb 2022	✅

Work Items:

#5463: When a Project is already attached to an IQ project it should be indicated
#8713: Support for New Delete API

Fixes:

#8687: Task Sync Delete Optimisations (Server Side API)
#9614: Status Update: Baseline status update is displayed as null in subgrid

2022.01.19.2

Atsumeru - 2022.01.18.6
Kaizen - 2022.01.18.6
SenseiControlsV1 - 2022.01.19.2

Environment	Release Dates	Deployed
🚂Canary	26 Jan 2022	✅
🚂First Release	2 Feb 2022	✅
🚂General Availability	9 Feb 2022	✅

Fixes:

#8127: Effort completed re-sets to 0
#9364: Effort fields on tasks that are synced externally are reset to zero

2022.01.18.14

Atsumeru - 2022.1.18.14
Kaizen - 2022.1.18.6
SenseiControlsV1 - 2022.1.18.7

Environment	Release Dates	Deployed
🚂Canary	19 Jan 2022	✅
🚂First Release	26 Jan 2022	✅
🚂General Availability	2 Feb 2022	✅

Work Items:

#7106: Task Sync: Increase character length for Project and Task Names
#5445: IQ Group Picker - Owners listed as well as Members
#8308: Resource Planning: Auto-add for Resource Allocation outside the Team
#8669: Timesheets: Created by details replaced by Submitted and Approved/Rejected details
#8730: Timesheets: Consolidation of views
#9139: Add Sensei IQ Syncfusion schedule icon to Project List view

Fixes:

#7777: Deliverables: Missing Due Date indicator is incorrect
#8862: Timesheet Period creation - prevent overlaps or gaps when creating via Form
#9108: Navigating away from Resource Availability Heatmap and clicking save does NOT save committed hours
#9109: Unsaved changes in Resource Availability Heatmap are lost when navigating to next page
#9135: Resource Availability Heatmap grid performance degradation
#9251: Rejected Date is misspelled
#9253: "0null" rejecter name is displayed for existing rejected timesheets
#9280: Submitted Date timestamp is incorrect when time zone is updated
#9281: Warning messages are not displayed when saving committed hours
#9286: Named resource which fulfills a generic resource request is not added to the owner group

2022.01.11.3

Atsumeru - 2021.12.21.5
Kaizen - 2021.12.21.6
SenseiControlsV1 - 2022.01.11.3

Environment	Release Dates	Deployed
🚂Canary	12 Jan 2022	✅
🚂First Release	19 Jan 2022	✅
🚂General Availability	26 Jan 2022	✅

Fixes:

#9224: Upon resource demand grid refresh, fulfilled resource requests are highlighted in red even if fulfilled completely

More ....