Changes to Data Entry Permissions!
You now have access to a streamlined data restrictions system for enhanced clarity, efficiency, and speed. Key changes include:
Specific Object Priority: Rules for specific objects take precedence; general rules apply only if explicitly stated.
Rules for Individual Intervals: Metrics can be restricted to specific intervals, allowing for different rules to be set for various time frames.
User Authorization: Only designated users are authorized to enter or modify data.
Learn More Here: Data Access Restrictions
*Requires Sufficient User Rights
Stay On Track: Project Reporting Period in Action Lists
With these enhancements, you can now display the Reporting Period directly in the project header, making it instantly accessible. This improvement is invaluable for tracking financial and time-sensitive metrics, ensuring you always have key reporting timelines at your fingertips.
No more searching for critical information - everything you need is right where you need it, empowering fast decision-making and accurate tracking of your project goals.
Take full advantage of this feature and explore additional options, such as automatically calculated Reporting-to-date values designed to streamline your workflow. To get started, go to the Project Metrics tab in your Action List and configure the metrics, intervals, and dashboard columns that best suit your needs.
Project Phases
Need a clearer view of project progress?
The Action List module introduces predefined project phases, providing users with a structured view at the document level. With improved data visibility, teams can more easily manage timelines and ensure that each phase stays on track, enhancing project clarity and accountability.
Find out how to set up your project phases with this guide.
Customize on the Fly: Actions List Columns
You can now fully customize your Action Lists to fit your workflow! Head to the Individual Actions section to adjust column widths, choose which columns to show, and even reorder them for a setup that works best for you. It's all about making your Action List as easy and efficient to use as possible.
Are you ready to give these enhancements a try?
Right on! Our team is ready to answer your questions or assist whenever you need it.