Version 12.0 - Release Notes

Here's an overview of what has changed in the latest release (made available March 23, 2021):

New + Improved

• Time Tracking and Resource Planning Functionality:
  • • Timecard: Time can now be tracked in Moovila against specific tasks via the timecard
      • • Via several access points within the platform users can clock in and clock out, or switch between tasks
          
    • Time Log: Users can add manual timecard entries to associate time with a task that was not captured via clocking in and out. These manual entries display in a distinct format so that they can be easily distinguished from standard timecard entries
      
      
      • The Time Log displays a listing of all timecard entries and manual timecard entries that a user has rights to view. This listing can then be narrowed down via filter criteria including users, entry type, date range, project, cost code, date created and whether the entry was modified. In the Time Log columns can be added or removed from the view as well for further customization
      • Data in the Time Log can be grouped by user, project, cost code, and type
      • Time Log detail is available for export in spreadsheet format or printing
      • Time Log data can also be found in new dashboard panels allowing users to keep a close eye on timecard entries
        
  • Time Capture Workflow: Time logged in Moovila via standard or manual timecard entries can be submitted to supervisors for review and approval. Both resource type and rate schedule are captured at the project level to provide all necessary detail 
    
    
  • Labor Resources: Default rates and average fully burdened costs can be added to labor types via Data Table Management section of the application by users with appropriate permissions. These Labor Resource Types can then be assigned to users, allowing improved financial tracking and capacity planning
    
• Dashboards:
  
  • • Layouts: Users can now save custom layouts for their task, project and project portfolio dashboards, and easily navigate between them. Layouts combine user defined panels allowing for organization of data and for specific areas of focus to be captured in different views 
      
    • These layouts can also be published as templates for sharing within the organization (user permissions will be applied to dashboard data)
    • Custom Panels: In addition to “out of the box” panels that allow for personalization, users can now add completely custom panels to dashboards. Custom panels allow users to filter to a specific data set using extensive relevant filter criteria then identify how the data should be displayed (chart or grid) and apply any necessary calculations

• Opportunity Management Functionality*:
  • Partner-Based*:
    • • Skills and Certifications: 
        • • Track the skills and certifications held by team members and partners, and those required for product implementations
            
          • As a part of the Delivery Ecosystem, required skills can be reconciled with those available to gauge resource availability for upcoming opportunities and projects.
          • Smart Partner Selection: When a new opportunity is added, the list of available partners will automatically filter to show a preferred listing of partners who hold the necessary skills and certifications associated with the product to be implemented.
      • The Project Portfolio can now be grouped, sorted, and filtered by partner
      • Capacity by partner can now be viewed as well as a partner's average mPIX score for their project portfolio
      • Opportunities can be added and tracked using the new Opps section of Moovila. By adding product and partner information to opportunities, capacity can be considered via this functionality as well
        
  • Customer-Based*: 
    • Custom panels to track opportunities are available in the Tasks dashboard, and data can be organized by partner, owner, customer, estimated close date, status, and stage. In addition to these data points, opportunities may be filtered by product, changed date and created date
    • The Project Portfolio can now be grouped, sorted, and filtered by customer

• Earned Value Management (EVM) Tracking*:
  • Using Project Management Professional (PMP) best practice metrics, Moovila offers EVM as a way to track a series of 19 key performance indicators in the platform
    
  • These metrics are available to be applied in the dashboard for charting and sums

• Financial Tracking:
  • Rate Schedules: Define standard rates by resource type and determine the time rounding increment for hourly billing, then create varied rate schedules for specific project use
    
  • Bill milestones: Customers can bill by milestones and use Moovila's powerful forecasting to recognize when they'll be late. Invoicing of fixed fees and visibility into the financial impact of delays is now possible by tracking billing milestone amounts

• Data Table Maintenance: A single place to manage setup of multiple list-based data sets in Moovila has been created for setup of user data, cost codes, rate schedules, and more. What is displayed in the Data Table Maintenance screen is based upon user rights and enterprise licensing.
  
  
  • • Data Tag Maintenance: Add or edit data tags associated with Cost, Program, Category, Stage and Product Codes
      • • Product Management: Via the Data Table Maintenance section of Moovila, products can be assigned required skills and certifications as well as associated with programs and defined by project templates
    • Cost Codes: If not assigned at the project level, users may choose from any cost code available. If assigned at the project level, users may choose from any code within that branch of the cost code listing

• Data Governance:
  • Lock Delete: With admin-level permissions, users may now lock tasks to disable their deletion.
    

*Please note that certain elements of this functionality may not be available to you if your organization is not licensed for that module.