Overview
Purpose
This document describes additional functionality included in release- 25.1 of Cora PPM.
This document contains descriptions of development in progress.
Scope
The scope of this document is the functionality released with each new version of Cora PPM. It does not, therefore, contain references to:
Customer specific ‘custom’ functionality
Customers requiring information on base product functionality relating to versions prior to this release should refer to the Release Notes for those versions.
Project Execution
Workflow Admin – Update Approval and Email Steps to Use New User Swap List
Description of Change
Previously when configuring workflow (Admin | Configuration | Workflow) user selection was combined with other elements such as workflow variables within a single swap list.
For customers with large numbers of users this caused delays in loading some of the elements on the workflow canvas. The selection of users is now via a separate swaplist. There is no change to the functionality of the workflow elements themselves and there is no need to update any existing workflow configuration as a result of this change.
This change applies to the following elements within the workflow canvas:
Workflow Email
Workflow Approval (single) - Selecting Approver
Workflow Approval (single) - Overdue actions - Email Specified Users
Workflow Approval (single) - Month end actions - Email Specified Users
Workflow Approval (multi) - Add/edit approval
Workflow Approval (multi) - Overdue actions - Email Specified Users
Workflow Approval (multi) - Month end actions - Email Specified Users
For example, where previously the selector for email recipients would have looked like this:
It is now split into two separate controls:
Note: The interim control available in some builds under feature toggle 87900 has been superseded by this change and the interim control is no longer in use.
Scheduling – Baseline Task Duration Updates
Description of Change
1 - Original Baseline Duration
Users can now add the Original Baseline Duration to the Gantt. The value displayed is the Duration from the baseline marked as 'Is Current' for the Baseline type tagged as the baseline cost record under Admin | System | Project -> Baseline Codes tab. Screenshot below.
2 – Field relabelling
For consistency, the Duration Remaining field has been relabelled to Remaining Duration. Screenshot below.
Importing Projects – Maintain Gantt Register Links on Copy/Import Project
Description of Change
When creating a project from a template, the tasks and register entries are copied to the newly created project. However, if a register entry in the template project was linked to a task in the in the template, this link was not maintained when the new project was created.
This has now been addressed and these links are now recreated in the newly created project.
This change applies when creating a project via:
Project Request
Copy Project (when register and tasks are selected for copying)
Project Import (Within admin, when a template is specified)
Import Builder (when a template is specified)
Notes:
Ensure that ‘Include in Copy Project’ is enabled for the register in admin
Change only applies to links created via a register field. ‘Soft’ links to tasks via Linked Items are not maintained
Registers – Linked Item Grid shows Relationship
Description of Change
The following changes have been made to the linked items section of the add/edit register entry modal:
The link type (parent, child, related) is now shown
If the link is to a register item, the name of the register is shown in the item type column
The grid is sortable and filterable
These changes are designed to make it easier for users to identify the relationships between items and, where there are a large number of linked items, to be able to focus in on a specific group of linked items.
Scheduling – New Task Type Records
Description of Change
Task Types have been updated to further enhancements to improve useability.
Admin Updates
Only 1 record can have the ‘Is Milestone’ checkbox selected
If 1 is already selected a warning message is displayed with the Cancel / Confirm options
Cancel - no update is captured
Confirm - the update is captured and the checkbox on the other record is unselected
On Adding or editing a record a new text field is displayed after the Is Milestone checkbox
Type: Text
Label: Tooltip
The Tooltip is displayed on the grid after Is Milestone
'SM is a buffer period built into the project schedule. It represents time allocated for risk mitigation, allowing for unforeseen delays or issues that may arise before key milestones or deliverables.' is the tooltip message for the Schedule Margin (SM) record
'SVTs represent effort that is not part of the budgeted program scope, but that is related to and may potentially impact program tasks. SVTs could include work performed outside of the organization such as subcontractor ship time, CDRLs, Government or Customer Furnished Equipment.' is the tooltip message for the Schedule Visibility Task (SVT) record
A new system record is added
Description: Hammock (HAM)
Abbreviation: HAM
Editable Task Type: Y
Resourcing Restrictions: N
Is Milestone: No
Archived: No
There is no option to delete the system records
Project Updates
On the Schedule page (Gantt grid and Details section of the Task manager) the Task Type dropdown list is displayed in alphabetically order
On hover over of values, where there is a Tooltip set on the Admin | System | Task -> Task Type grid, the information is displayed to the user
The same logic is displayed on the Task Updates page
Task Type updates are audited
Alternative Hierarchy Register Type Updates
Description of Change
Updates to the Alternative Hierarchy registers to make more user friendly to the end users.
1 - Indent by Level
On creating parent and child records, the Description field will be indented by a fixed length on each level. This makes it easier to see the Hierarchy structure.
2 - Prevent delete of parent records
If a user tries to delete a hierarchy register line item that has a child associated, they will get the following message on hover over of the bin icon. Record cannot be deleted as it has child records attached. The user must delete or move the individual child records before they can delete the parent.
3 - Sorting parent/child records
Grid lists for registers of type Hierarchy are sorted by the Level parent / child hierarchy and displaying by Description in alphabetical order. This replaces ordering by the auto generated ID. When a hierarchy changes and a record Level is changed, all child levels are recalculated.
Updated User Swap List Control
Description of change
This release introduces the updated user swap list control which is much more performant than the old control. Customers with large numbers of users should notice that pages in PPM that use this new control will load much faster.
For ease of use the control now includes search as standard
Key Updates
The new control has been added to the following areas:
Resource (Labor Demand)
Skills (Labor Demand) Administration
Teams Administration
Groups Admin
Workflow Management
Registers
This new improved swap list control will deliver an enhanced user experience when selecting users across the system.
Scheduling Out of Sequence Statusing Logic
Description of Change
A new icon had been added to the Info column on the Gantt grid to flag Tasks on the Gantt chart that are out-of-sequence, meaning tasks that are not following the planned chronological order. This will help project managers and team members identify potential scheduling issues and deviations from the original project plan.
The out of sequence flag is limited to only display for tasks with a Finish-to-Start (FS) relationship.
Gantt Updates
The out of sequence flag is displayed in the info column for Tasks with a Finish-to-Start (FS) relationship.
If a Task is Started and the Task % Complete is > 0 and the Predecessor is < 100% Complete, then flag is displayed.
Where an out of sequence is initiated, a popup is displayed to the user where they can choose to Cancel and not save the updates or choose Apply and allow the Out of Sequence.
Where a user tries to complete a successor where any predecessor tasks are not completed, they will be presented with the following popup with just the option to Cancel. Out of sequence Tasks cannot be completed until all predecessors are completed.
Scheduling Analysis Driving Task
Feature Description
Introducing additional functionality on the Gantt for improved project schedule analysis.
Full Screen Mode
The user will have the option to hide the project summary and left-side Cora panel, providing users with a full-screen view to focus on detailed schedule analysis. The Full Screen Icon will be visible on the right-hand side of the Gantt menu bar next to the ‘Colour by’ option
Driving Indicator
A new column labelled ‘Driving Task’ will be added under the Predecessor tab in task details with a checkbox indicating whether a predecessor task directly influences the start or end date of the current task.
Go To Task Capability
Users will be able to click on the ‘Go To’ option on a task in the Predecessor tab, which will then navigate to and highlight that specific task within the schedule for easier tracking and review.
Critical Indicator
A new column will be displayed under the Predecessor tab to indicate whether a task is part of the critical path, indicating that it impacts the overall project completion date and has zero total float.
Total Float
A new column will calculate and display the total float for each task within the Predecessor tab, allowing users to see how much scheduling flexibility exists for each task.
Value
These updates improve navigation, tracking, and decision-making within project schedules, ensuring better visibility, efficiency, and control over project timelines.
Milestone Task Type Enhancements
Description of Change:
The Details field on the Milestone section of the Task Management sidebar is no longer mandatory. This allows users to save Milestone Tasks without entering additional information that is not required. This change provides greater flexibility when managing tasks and streamlines the process for teams that do not require detailed Milestone descriptions.
Task Custom Field – Copy/Paste Values
Feature Description
Description: This Feature will give the user an option to include Custom Task field values when importing/pasting from a Task/Project for the functions below.
Gantt | Add | Import Tasks from Project
Gantt| Right Click Task | Copy Task | Paste task with Options
Gantt| Add | Copy a Project
Gantt View – Maintain selection on rows and columns
Feature Description
The expanded rows are not currently maintained on the schedule if a user navigates away to another page and comes back to it. The Gantt will hold on to some user preferences like the columns, view, sort etc. but not the expanded/collapsed setting is not part of this.
This Feature will add the functionality to maintain the expanded/collapsed row selection
Gantt – Import Predecessor when importing task from Project
Feature Description
Description: Currently all predecessor tasks are imported regardless of whether the user checks the predecessor option or not.
This feature introduces the option to choose if the user wants to Import Predecessors and the links.
Benefits – Reason for Variance Field
The field 'Reason for Variance' between Forecast and Actual has two minor changes:
Allow text entry for Reason for Variance field
It is displayed in the Benefit Management, Adding or Editing a Benefit, or in the SOPB& Benefit Tracker
Gantt – Task Management History
Feature Description
A new history option has been added to the Task Manager, like the one used for Smart Forms and Registers. When the History Icon is selected a modal pop up is displayed that shows the history of changes for that Task. The option to view Task History can be switched on or off under Admin - Task - Configuration labelled 'Show Task History on Gantt'
Value
This feature enhances transparency and accountability by allowing users to track and view changes made to tasks directly on the Gantt chart. It enables users to quickly identify updates, monitor progress, and resolve discrepancies efficiently.
Workflow Update Step – Allow Bulk updates
Description of Change
The workflow update step now supports bulk updates, improving efficiency and organization within workflows.
A new reorder grid has been introduced above the Update Element within Workflow section, providing better control and visibility over update steps. Users can now concatenate multiple individual update steps into a single step, significantly enhancing workflow performance and reducing load times. Additionally, previous versions of the Update Element within Workflow are accurately mapped to the new reorder grid, ensuring seamless version tracking.
Workflow Variables for Approval Steps
Feature Description
This feature will make key approval data, such as approval status, approver, approval date, comments, delegation status, and delegation details, available as distinct variables for each workflow step (e.g., PM Approval, Finance Approval). These data points can be written to custom fields, used in workflow conditions, and leveraged in reporting, providing greater flexibility for dynamic workflows and improved tracking. By capturing and making this information accessible, the system enhances customization options and enables better reporting on approval outcomes and delegation usage, adding broader value to the product.
Data Capture for Approval Steps:
Upon completion of each approval step (e.g., PM Approval, Finance Approval), the system must capture and store the following variables: Approval Status (Boolean), Approver (User ID), Approval Date (Date), Comments (String), Delegation Status (Boolean), and Delegated By (User ID).
PM Approval Approved (boolean)
PM Approval Approver (userid)
PM Approval Date (date)
PM Approval Comments (string)
PM Approval Delegate (Boolean)
PM Approval Delegated By (userid)
Finance Approval Approved (boolean)
Finance Approval Approver (userid)
Finance Approval Date (date)
Finance Approval Comments (string)
Finance Approval Delegate (Boolean)
Finance Approval Delegated By (userid)
Custom Fields Integration:
The captured approval data points must be available for writing into custom fields within the workflow, ensuring they can be accessed and updated for use in future workflow steps or external tracking.
Workflow Conditions and Reporting:
The approval data variables must be usable in workflow conditions for creating dynamic logic, and must also be available for reporting purposes, enabling users to analyze approval actions and delegation details across workflows.
Workflow History Updates
Feature Description:
The enhanced Workflow Audit History feature will provide detailed visibility into parallel and multi-step approval processes, allowing users to easily track key information such as who approved or rejected each step, the date and time of the action, any comments made, and whether the approval was done by a delegate. In delegation cases, the audit will show who the approval was delegated from. These enhancements improve transparency, accountability, and traceability, making it easier for users to navigate complex workflows and meet compliance or audit requirements.
Project Summary Bar – Recalc Option
Description
The recalc option on the Project Summary Bar is not visible at all on the Resource Allocation page. This needs to be updated so it is consistent across the Product
Functional Requirement
Recalc option should be visible but greyed out on the Project Summary Bar as it is not needed for this page
Data Analytics And AI
Scheduling – Task Type Reporting
Description of Change
When Task Type field is enabled under Admin | System | Task | Configuration, the Task Type field is available on the Tasks Widget and Snapshot report
Task Widget
Task Type is displayed on the Tasks Widget in the following locations
Project Dashboard
Program Dashboard
My Dashboard
Executive Dashboard
Snapshot report
On the Snapshot report, when adding a section of type Task, on selecting the Grid option, the Task Type column displays in the Columns pick list
Registers Link Children – Improved UX
Description of Change
When linking child items to a register entry, if there is no item available for linking, the user is provided with more information (via a tooltip) on why it is not possible to add a child. For example, there may not be a child register configured or there may be no entries in the register selected.
Smartforms Iterations – Saved and Displayed Values
Description of Change
Smartform Iterations are a key function in PPM whereby users can snapshot data at a point in time and reference back to it later.
This feature introduces the following changes to the Iteration functionality:
Custom field of type Financial Summary is included in the saved data set with its point in time values
For auditing purposes, iterations must remain and appear exactly as they were at the time of submission. Moving forward, a field will only be displayed in an iteration if the data point existed on the page at the time of submission. For example, if an iteration includes Custom Fields A and B, and Field C is later added, Field C will not appear in the existing iteration since it did not exist at the time of submission.
Work Packages: Alternative Hierarchy Register
Description of Change:
Users can now configure one Alternative Hierarchy register as the designated "Work Package Register" where Work Package records can be created, updated and linked to Cost Book Lines.
An Alternative Hierarchy register can be configured as the Work Package register by enabling the Work Package Register setting that is available on the Cost Control tab of the Register configuration screen. Only one register can be designated as the Work Package source at a time.
Cost Book Lines can now be linked directly to Work Package records via the Linked Items section of the Register record, by selecting Cost Book Line from the Select Item Type dropdown, then selecting the appropriate Cost Book Line(s) via the multi-select dropdown list.
Each Work Package may link to multiple Cost Book Lines, but a Cost Book Line can only be associated with one Work Package. Only Cost Book Lines that have not already been linked to a Work Package record will be available for selection from this dropdown list.
The Linked Items section of the Work Package record provides a full list of all Cost Book Lines linked to that record, along with a hyperlink on the Description value that will allow users to easily navigate directly to the Cost Book.
Deleting the designated Work Package register will result in all Work Package records being deleted and all associations with Cost Book Lines being removed.
A tooltip to notify users of the potential impact is visible on hovering over the icon on the Project Register Configuration page:
“The deletion of this register will impact Work Package associations in the Cost Book and cannot be undone.”
Register Document – Display in a Separate Pop out Modal
Description of Change
The Register Document view button is now consistently displayed in PPM but remains greyed out when unavailable. It becomes enabled only after the first successful save when adding a record.
When users select the View Document button for a register entry, the document now opens in a separate pop-out modal. This modal must be closed before continuing with data entry. Users can expand the modal to full screen for better visibility and access the same download and print options as previously available.
Totals Row Added to Risk Matrix widget
Description of Change:
The Rate Matrix widget now includes a totals row, improving both usability and consistency across the widget experience.
“Totals" row is available in the Rate Matrix widget, aligning it with the standard behavior of similar widgets.
Project Workflow Report
Description of Change
A Project Workflow report is now available.
For a given workflow users can now output a list of all submitted workflows of that type and see the status of them and, if they are awaiting approval, who they are waiting on.
This report is designed to allow you to quickly identify all workflows that need actioning. For exampNotes:
This report may generate large volumes of data so output is directly to Microsoft Excel (.xlsx)
As an operational report, the date range is restricted to a maximum of three months.
Where a workflow is waiting on someone to action the approval the ‘waiting on’ column will show either the user’s name or the role or profile of the user(s) who need to approve it. If the approval step in workflow is configured to route the approval to a user via a variable, the waiting on column will be blank. Support for variables will be added in an upcoming release.
Advanced Financials
Cost Book - Work Packages
Background & Description of Change at Epic Level:
The Cost Book is used to manage project costs at a detailed level, providing a view of SAP imported transaction data and allowing users to plan project cash out over time. It is currently managed according to the following nested hierarchical structure:
Level 1 = Group
Level 2 = Sub-Group
Level 3 = Account Code
Work Packages have been introduced as a means of grouping and viewing the existing data on the Cost Book outside of the existing hierarchical structure. This enhancement enables users to aggregate and present Cost Book data by Work Packages, tailored to each project.
Note: This functionality requires the Alternative Hierarchies permanent toggle to be enabled in an environment.
Work Packages – Add Cost Book Line Modal Changes
Description of Change:
Note: This change requires the WP ID column to be switched on via the Administration | Financials | Codes | Cost Book Columns Admin configuration screen
The Add Cost Book Line Modal has been extended to include a new dropdown WP ID field that allows users to choose from a list of existing Work Package records when adding new Cost Book Lines to the Cost Book.
Selecting a Work Package from this dropdown list will link the Cost Book Line to the Work Package record selected on clicking Save.
The grid on the Add Cost Book Line modal has also been extended to include a new WP ID column which will display the associated Work Package record for each Cost Book Line.
Work Packages – Budget/Estimate Upload Changes
Note: This change requires the WP ID column to be switched on via the Administration | Financials | Codes | Cost Book Columns Admin configuration screen
The Budget and Estimate Import functionality has been extended to take Work Packages into account. Users will now see an additional WP ID column on the import file that can be populated with the Work Package a Cost Book Line should be associated with.
The new column is a dropdown field that will provide a list of existing Work Package records that can be selected from.
On import, links will be created between Cost Book Lines and valid Work Packages populated in this new column.
The Budget and Estimate export files have also been extended to include this new column.
Work Packages – Addition of WP ID to Registers and Modals
The following modals have been extended to display the WP ID for a Work Package linked to a Cost Book Line for informational purposes.
Unallocated Purchase Orders Modal:
The Cost Book Line details in the Assign To column are appended with the description of a linked Work Package record:
Reallocate Purchase Order/Direct Cost Modal
The Cost Book Line details in the Reallocate To column are appended with the description of a linked Work Package record:
Cost Registers:
Budget Transfers
The Cost Book Line details in the Source and Target Cost Book Line columns are appended with the description of a linked Work Package record:
Trends
The Cost Book Line details in the Target Cost Book Line column are appended with the description of a linked Work Package record:
Changes
The Cost Book Line details in the Source and Target Cost Book Line columns are appended with the description of a linked Work Package record:
Work Packages – Update to WP ID on Cost Book
Note: This change requires the WP ID column to be switched on via the Administration | Financials | Codes | Cost Book Columns Admin configuration screen
The WP ID column on the Cost Book grid has been updated to display the Description of a Work Package record linked to a Cost Book Line.
The WP ID column for Cost Book lines not linked to a Work Package record will remain blank.
Work Packages – New Pop-up Modal on WP ID Column
The descriptions in the WP ID column on the Cost Book Grid will also now be in hyperlink format to allow users to quickly navigate to the Work Package record itself. An initial click will display a summary of Work Package details:
Clicking on the second hyperlink on the Work Package Details pop-up will take users directly to the Work Package register record.
Work Packages: Standard Grid Tab
The Cost Book has been extended to include a new Cost Book Grid tab, which will display all Cost Book data in a flat, list-style grid format which allows users to filter, sort and group the data as appropriate.
This column names on the grid mirror the Cost Book tab.
Users can filter, sort and group by all columns on the grid, including calculated fields. The Group by functionality can also be applied to an already grouped set of data allowing for a hierarchical view of the dataset, providing significant flexibility to users who are managing a larger set of Cost Book data.
Users can Save and Share views so that filtering, grouping and sorting applied to the grid can be easily retrieved and shared with other users.
Hyperlinks to POs / Invoice / Direct Cost pop-ups are available for users to easily access associated data. Hyperlinks to Work Package records are also available at Cost Book Line level, allowing users to quickly navigate to the associated Work Package record if needed.
Project Forecasting Actuals Hour in Actuals by Period Field
Description of Change:
The Actual HRS column in the Project Forecasting grid now displays a sum of hours per period and account code, ensuring consistency across the forecasting page and allowing users to quickly see Hours data without having to open the Actual Transactions pop-up screen.
The hours roll up according to the existing hierarchy (Account > Account Sub-Group > Account Group), and the drill-down pop-up functionality for Actual HRS remains unchanged.
Financial Management Widget: Non-January start Fiscal Calendar
Description of Change:
The Financial Management Widget has been updated to support fiscal calendars with a start month other than January.
The data displayed on the widget is determined by the options selected on the Settings tab of the Financial Management Settings pop-up. The visibility of data has been amended as follows to take non-Jan start Fiscal calendars into account.
This improvement ensures that organisations using custom fiscal year start dates can view and manage financial data in a way that aligns with their reporting periods, providing greater accuracy and usability.
Update Forecasting to take Distribution Curves on Facilities into Account
Custom Distribution for Facilities Costs
Description of Change:
When loading facility costs into the Forecasting grid using Load from Schedule, the system will now apply the assigned custom distribution curve to ensure costs are accurately allocated across forecast periods.
If a facility cost is assigned a custom distribution under Full Task Details > Planned Resources > Facilities, the cost will be loaded into the forecast according to this distribution. This ensures financial forecasts align with the schedule and maintains consistency with the existing custom distribution functionality for Skills and Materials.
Custom Distribution screen:
Forecasting Screen after Load from Schedule:
Billing Data from Register
Description of Change:
Billing data can be loaded into the Forecasting grid via the Load from Register function. The ‘New Reestimate’ field will now be populated with data against the Total Billings row when billing data is loaded into Forecasting.
The calculation for the existing "New Reestimate" column is "Project Cost to Date + Costs to Complete".
This change ensures billing data is accurately reflected in all relevant forecasting columns. No other calculations or existing functionality are affected by this change.
Financial Management Widget: Enhancement to Tooltip
Description of Change:
The tooltip on the standard and cumulative graphs on the Financial Management Widget has been extended to include:
Time Period: The time period associated with the data point, which will align with the time period selected in the “Display” section of the configuration of the widget and the x-axis of the graph (e.g. for Year, it will be FY2025; for Quarter, it will be Q1FY2025; for Period it will be JAN2025)
Line Title: The name of the data line on the graph (e.g. Baseline, Forecast, Actuals), which will help users to clearly identify the source of the data
These enhancements improve usability by making it easier to understand the context of each data point on the graph.
Workforce Planning
Fiscal Calendar - My Demand Approvals Widget Dates
Description of Change
Update to the My Demand Approvals widget to display allocation start and finish dates as per the fiscal calendar labelling. This is an update for customers using 1 of fiscal calendar types and Organisations as their method of resource demand.
1 - January to December and Non-January Start Fiscal calendars. The labels match as per the display in the Fiscal Calendar and the label on the resource allocation page.
2 - >12 Periods in a Fiscal Calendar. The labels match as per the display in the Fiscal Calendar and the label on the resource allocation page.
Push to Resource Demand Logic
The requirements in this feature enhance the existing push to resource demand logic. As it currently makes updates to skill demand within task dates. Updates include:
Where task dates are changed
Task/Skill demands are deleted on the Gantt
The Push to Resource demand is enabled through clicking the Star icon on the Gantt.
The Star will be coloured Green where there is a discrepancy between the demand data on the Gantt and the Resource Demand or Allocation screens, for current or future periods
Push to Resource Demand Logic
From the Gantt on selecting the Green Star and selecting a period in the Load Schedule Data from this Period Onwards dropdown list
If a row exists for a skill demand request, updates are made for all periods regardless of task dates
If a task duration is reduced the demand out past the end date of the task needs to be recalculated on resource allocation page
If a task start date is moved forward the demand before the task start date needs to be recalculated on resource allocation page
If a task or demand is deleted/removed/set to 0 from the Gantt, the demand needs to be deleted from the resource allocation page
If only 1 task and no user assigned, delete from resource allocation page
If across multiple tasks and no user assigned, reduce the skill demand on the resource allocation page
If only 1 task and user assigned the skill demand, and the assigned resource are removed
If across multiple tasks and a user assigned, user remains, and the skill demand is reduced
Regardless of the from period, demand outside of the project dates is removed
If a user is assigned to demand periods that gets deleted, the user also gets removed
Cora PPM – RM Demand Gap Threshold
Description of Change
The updates allow customers to set a threshold on the admin side to enable an Amber colouring to the resource grid to display records with smaller gaps that may not need immediate attention. The user will be better able to see at a glance the more higher priority records highlighted in red where there are larger allocation gaps.
Config setting
A new numeric setting is displayed on Admin | Configuration | Capacity management allow for values between 0-999. Gap values on the Resource Allocation page up to this value will appear as amber.
Example
If set to 0.1 FTE on the Admin side, any gaps of unapproved allocation of less than or equal to 0.1 will display in amber as opposed to red.
Override functionality on the resource allocation page
The user can override this value on the Settings tab. This value works with the UOM of the individual project.
Units of Measure
The colouring will remain the same when the user switches between the different units of measure
Notes:
This update is displayed on the new Resource Allocation page, not on the original Resource Demand
The gap value is Demand minus Approved allocations
The override functionality is a per project level setting
Scenario Planning Skills Diff Calculations
Description of Change
Under MANAGEMENT | Capacity Management | Scenario Planning, when viewing the Skill level DIFF value, it shows the remaining capacity of users instead of the Sum of the individual projects rows making the data more accurate when working with Scenarios.
Resource Demand – Work in Weeks
Description of Change
Resource Demand skill demand request has been enhanced to enable project managers and resourcing teams to request and fill demand by Weeks. Working in Weeks works when Fiscal Calendars are enabled.
1 – Prerequisite
Under ADMINISTRATION | System | Project, the Enable Fiscal Calendar checkbox needs to be selected. Fiscal Calendar data is displayed under ADMINISTRATION | Business Planning.
2 – Determining the 1st day of the week
The system will look at the Fiscal Calendar and get the day from the 1st day from a full fiscal month and display the day as read only on ADMINISTRATION | System | General.
3 – Project Properties
With Fiscal Calendars enabled the PM can set the Resource Demand Period set to Weeks on the project properties. Once Skill demand is pushed to Resource Demand this field will become read only. To reset the data from the resource allocation screen needs to be cleared out.
4 – Push to Resource Demand
When set to Weeks on clicking the Star icon on the Gantt, the prompt will display all weeks for the duration of the project. The current week will be highlighted by default.
5 – Linear Skill Demand Requests
On the Gantt there are no changes to requesting skills, but on the resource allocation screen the data will be broken down into the weekly periods according to the fiscal calendar and start day of the week.
Task created with 36 Days duration.
Skill demand added for the 36 days.
The Resource Allocation screen shows the weekly breakdown. Week of Jan 01 – Jan 03 has 2 working days.
On adding a named user, the periods are broken down by weekly period.
6 – Distribution Curves
On the Gantt, if using Custom distribution curves, the data is split evenly across the number of weeks, with Edit option.
On pushing to Resource Demand the data is split as per the periods set on the Gantt.
Weeks for Product – First day of week update
Description of Change
When enabling Fiscal Calendars, the admin user will get a messaging informing them that the Calendar’s First Day of Week will be recalculated. The Calendar’s First Day of Week is taken from the 2nd fiscal periods of the current year.
1 – Admin | System | Project
On selecting Enable Fiscal Calendar and clicking Save
The user will get a popup message to inform them that the Calendar’s First Day of Week may be recalculated.
2 – Admin | System | General
Once the Fiscal Calendar is enabled the system will look at the 2nd period of the current year fiscal calendar to determine the Calendar’s First Day of Week. The 1st period is not used as it the 1st day of the fiscal year may not start on the start day of the week.
Fiscal calendar dates are under Admin | Business Planning | Fiscal Calendar
Skill Demand by %
Description of Change
This Feature introduces additional functionality to allow for Skill demand to be added to task in % Effort when using Linear distribution. The data flows through resource demand and forecasting.
1 - Tasks
When adding a Skill to a Task, Effort can be entered in %, along with Days and Hours
The Skill hours on the Gantt grid display the % of the duration of the Task.
Task days = 20. Skill added at 50%. Skill hours = 80
2 - Push to Resource Demand
The skill demand added in % effort is included in the push to resource demand data - (Green Star on the Gantt)
3 - Skill Demand by % Admin setting
% is added as an option in the Default Unit for Skills: dropdown under Admin | System | Task. On the Gantt when adding a Skill to the Task the default Effort will display the value from the admin setting
4 - Skill Demand by % Tooltip
When Skills are added to a Task using % effort, this is also displayed in the Tooltip on hovering over the icon in the INFO column on the Gantt
5 - Skill Demand by % Gantt Costs
The calculation of the % costs is included in the Gantt cost columns
6 - Skill Demand by % Project Forecasting
On the Project Forecasting Screen, on clicking the LOAD FROM SCHEDULE button, the spread of skill % is included.
7 - Skill Demand by % Enterprise Financials
On the Enterprise Financials Screen, on clicking the LOAD FROM SCHEDULE button, the Skill % data is included. The Load from scheduled is displayed on the Cost Estimate, Budget and Forecast tabs
8 - Skill Demand by % Tasks Widget
The skill data entered in % Effort is included in the Skill Hours and Skill Cost on the Tasks widget on the Project Dashboa
New Resource Modal
Description of Change
Skills are now grouped into the Planned Resources same section on the task manager as the other resource types. Planned Resources already group Users, Facilities and Materials. Skills is a placeholder for named users.
GovCon
Registers – Exclude Special Types from Portals and Imports
Description of Change
The following register types are not available in portals or in import builder:
Hierarchy registers where a sub-type is set
Baseline change control registers (including child registers)
Note: These register types have not been rolled out yet so there is no impact to existing customers
Gantt Register Columns
Description of Change
Prior to this release, it was possible to configure a column in the Gantt that displayed a count of registers items linked to a task. However, only one column could be configured per register and the join from the register to the task had to be via a task field in the register. This functionality has now been extended to allow:
Multiple columns per register
The option to show either a count or values from a field in the linked register
The option to show all linked items or only open items
The option to join either via a register field or via linked items
Naming of the column
The modal displayed when you click through from the columns lists the entries in the register linked to the task.
In this release, new links cannot be created from this modal, the link must be created in the register record. The ability to create new links directly from the modal is planned for a future release.
On upgrade, any currently configured Gantt column will be automatically updated to the new configuration.
Notes:
Some of this functionality was previously available as a beta, toggled feature. That functionality is fully replaced by this feature
Be aware that configuring a large number of register columns, particularly when displaying text rather than counts, may result in longer load times for the Gantt where a large number of tasks have linked items. Therefore, the columns are not included in the default column set for the Gantt and users need to select just the ones they need
BCC – Manage Rejected Baselines
Description of Change
The flow for creating and approving baselines has been improved and some inconsistencies removed.
Note: This change only applies when a Baseline Approval workflow is configured and active.
For correct baseline management, baselines that are submitted though workflow for approval are only marked as approved when the workflow successfully completes. A baseline that is submitted but not yet approved will show as ‘Waiting Approval’ in the baseline page.
If a baseline is rejected, the baseline is deleted and must be added and submitted again.
Only an approved baseline can be marked as current. To facilitate this, a new checkbox ‘Set as Current When Approved’ has been added to the add baseline modal. If checked, when the baseline is approved it will also be set to current.
A baseline that has been submitted but not yet approved, cannot be deleted.
Alternative Hierarchy – Visualization for Alternative Hierarchy Registers to Alternative Hierarchy Registers
Description of Change:
The Alternative Hierarchy Pivot Grid has been enhanced to extend its aggregation capabilities.
Previously, the Pivot Grid supported the aggregation of numeric values from the project schedule using linked tasks. With this update, users can now also aggregate values from a secondary hierarchy register within the primary hierarchy structure.
This allows users to visualize, filter, and roll up data across multiple levels, supporting reporting based on both task-level (project schedule) relationships and register-to-register links.
Note: This functionality requires the:
AlternativeHierarchies > Permanent toggle
110160_F5_Alternative_Hierarchy_AH_Reporting_and_D > Feature toggle
to be enabled in an environment.
Alternative Hierarchy Registers needs to be created:
Primary Hierarchy (Aerospace Programs):
Secondary Hierarchy (Engineering Cost):
The next step is to create the appropriate relationship. While the previous approach involved linking tasks to the register, the updated structure requires linking registers from the secondary hierarchy.
Once all the relationships are established, the Alternative Hierarchy Pivot functionality can be configured. The user first selects the primary hierarchy, after which the system displays the available secondary hierarchies based on the defined relationships. In this case, Engineering Cost will appear as the selectable secondary hierarchy.
Once selected, the aggregated values from the secondary hierarchy register will be displayed within the structure of the primary hierarchy.
In the Alternative Hierarchy Pivot Grid, a "View Register" link is displayed under the Preview column. This link provides users with direct access to the detailed register from the secondary hierarchy where the aggregated values come from.
Alternative Hierarchy - Pivot Grid Excel Export
Description of Change:
Users can now export the Alternative Hierarchy Pivot Grid to Excel in either flat or indented format. A new pop-up window lets users choose their preferred export option before exporting.
Export File Examples:
Alternative Hierarchy - Expand/Collapse Button at the last hierarchy level
Description of Change:
A new "Expand" and “Collapse” button has been introduced in the Alternative Hierarchy view, enhancing user control over data display.
This feature allows users to expand or collapse the latest hierarchy level, making it easier to focus on key details or view a broader summary.
This update is designed to manage large or complex hierarchies and improve navigation and readability.
Alternative Hierarchy - Move Hierarchy Pivot Link to a PPM standard Page
Description of Change:
The Hierarchy Pivot link has been repositioned to align with PPM’s standard layout and navigation structure being accessible form Toolbar Configuration page, under “Add Item” section.
Cora Integrations
Dropdown List Values Import
Description of Change
Administrators can now import the values for a dropdown list. To import values, click the import button on the change drop down list items modal.
This will prompt you for a file. On successful import, close the modal and the values will be added to the list of values for the dropdown.
Notes:
Your file must be a an excel file with a single column
Column header should be ‘Description’
You can only add new entries via this import, you cannot edit or delete existing entries
Only the description is imported, you cannot set colours or images for entries via the import
Multi Language Support
Feature Description:
This feature enhances Cora's globalization capabilities by introducing a centralized interface for admins to add and update languages across the platform efficiently. This will provide a seamless way to manage multilingual content, ensuring that Cora can easily accommodate various languages and provide a more localized experience for users worldwide. The new interface will allow Admins to quickly modify language settings and maintain language consistency throughout the platform.
API /Project - Add Organizations
Enhancements to the /Projects endpoints to include the organization data within request and response body data required to get, create, update, and delete the project’s organization assignment.
Get /Project response - add organization array: id, description
Post /project request and response body - add organization array: id, description
Put /Project request and response body - add organization array: id, description
Delete /Project/Project/{projectid}/Organizations/{OrgId}
API /User/{userid}/Portals - User Portals
New endpoint collection that gives the ability to get, create, update and delete data for a user’s portal assignments. These endpoints are restricted to an admin authenticated user.
GET User/{userid}/Portals returns the user's current portal access
PUT User/{userid}/Portals creates portal access to a user
DELETE User/{userid}/Portals removes access to a specified portal for a user
API /ResourcePlannedwithRateSegments -Task Planned resources
New endpoint collection that gives the ability to get, create, update data for the task’s planned resources: skills, users, materials and facilities.
GET /ResourcePlannedwithRateSegments /TaskSkills
Optional Query Parameters
Pagination: Limit, offset, Totals
GET /ResourcePlannedwithRateSegments /TaskUsers
Optional Query Parameters
Pagination: Limit, offset, Totals
GET /ResourcePlannedwithRateSegments /TaskMaterials
Optional Query Parameters
Pagination: Limit, offset, Totals
GET /ResourcePlannedwithRateSegments /TaskFacilities
Optional Query Parameters
Pagination: Limit, offset, Totals
GET /ResourcePlannedwithRateSegments /TaskSkills/{id}
GET /ResourcePlannedwithRateSegments /TaskUsers /{id}
GET /ResourcePlannedwithRateSegments /TaskMaterials/{id}
GET /ResourcePlannedwithRateSegments /TaskFacilities/{id}
GET /ResourcePlannedwithRateSegments /TaskSkillsWBS
Optional Query Parameters
GET /ResourcePlannedwithRateSegments /TaskUsersWBS
Optional Query Parameters
GET /ResourcePlannedwithRateSegments /TaskMaterialsWBS
Optional Query Parameters
GET /ResourcePlannedwithRateSegments /TaskFacilityWBS
Optional Query Parameters
POST /ResourcePlannedwithRateSegments/TaskSkills
POST /ResourcePlannedwithRateSegments /TaskUsers
POST /ResourcePlannedwithRateSegments /TaskMaterials
POST /ResourcePlannedwithRateSegments /TaskFacilities
PUT /ResourcePlannedwithRateSegments /TaskSkills/{id}
PUT /ResourcePlannedwithRateSegments /TaskUsers/{id}
PUT /ResourcePlannedwithRateSegments /TaskMaterials/{id}
PUT /ResourcePlannedwithRateSegments /TaskFacilities/{id}
API /Benefits - Add BenefitManagement
New endpoints to retreive CORA's Benefit Management data. Optional query parameters are available to filter by Benefit Name and Project id.
GET /Benefits/BenefitManagement
Optional Query Parameters
Pagination: Limit, offset, Totals
GET /Benefits/BenefitManagement/{Id}
API /Task - Add Custom Field Attributes
Enhancement to the /Task endpoints to create and update the task's custom field attribute values. The following operations have exposed the customfield within the request body. Validations have been included based on the custom field configuration to ensure data integrity.
Operations:
POST /Task
PUT /Task/{id}
Request Body Schema:
"customFields": [
{
"id": 5, (taskmanagercustomfields.id)
"value": "383",
} ],
API /Tasks - Add additional fields and validations
Enhancements to the /Tasks endpoints to include additional field schemas within the request body to create and update the task field data.
The following new fields are available in the POST and PUT operations:
physicalPercentComplete: int
StatusId: int
Priority: int
MilestoneDescription: string
AtRisk: int
IsMilestone: bit
Notes: string
MilestoneDeliverable: int
IsMotherTask: bit
Level: int
PhaseId: int
The following validations have been included to ensure data integrity:
Percentage Complete: range between 0 to 100
Physical Percent Complete: range range 0 to 100.
Parent Task ID: null or must be a valid task id
Finish Date: can't be before the start-date
Status Id: Valid status, supporting API /taskstatus
Priority - range between 1-10
Phase Id - null or must be a valid phase_id
API /TaskConfiguration - Custom Fields
New endpoints to get CORA’s Task configuration custom field data. This data is used within the POST and PUT /Task to populate the request body’s custom field data.
Get /TaskCustomFields
Pagination: Limit, offset, Totals
Get /TaskCustomFields/{id}
API /Configuration/Portals - List of Configured System Portals
Returns list of all configured system portals using optional query parameters, limit, or offset. This endpoint is restricted to an admin authenticated user.
Endpoints:
Get /Configuration/Portals
Optional parameter: IncluceInactive, bit
Pagination: Limit, offset, Totals
Get /Configuation/Portals/{id}
API /RateMatrix/Attributes
Enhancement to the RateMatrix/Attribute endpoint to support pagination, permanent toggle and an optional query parameter.
GET /RateMatrix/Attribute
Optional parameter: RateMatrixDescription, string
Pagination: Limit, offset, Totals
Permanant Toggle: ExceedAPIdefaultlimit
API /RateMatrix/Versions
Enhancement to /RateMatrix/Versions endpoint to support pagination and an optional query parameter.
GET /RateMatrix/Version
Optional query parameter: RateMatrixDescription, string
Pagination: Limit, offset, Totals
API /RateMatrix/VersionDetails
Enhancements to /Rate Matrix/VersionDetails endpoint to support query parameters, limit, or offset. Response body data has been updated to remove redundant data and add category data. This endpoint is restricted to an admin authenticated user.
GET /RateMatrix/VersionDetails
Modified required and optional query parameters
Pagination: Limit, offset, Totals
Permanant Toggle: ExceedAPIdefaultlimit
Removed redundant data the response body
Included Matrix Categories (array) into response body
GET /RateMatrix/VersionDetails/Category
Required Parameters:
RateMatrixDesc
Version Number
category
Pagination: Limit, offset, Totals
Permanant Toggle: ExceedAPIdefaultlimit
Note: Many APIs have been updated to include a filter for Model projects for future upcoming functionality that will be available in Q2 release.
Bug Fixes
ID | Title | Severity |
162723 | Project Forecasting: White Screen Error when Project Schedule Date is outside of Fiscal Calendar date range | 1 - Critical |
167327 | Whitescreen in Report Builder (All Tasks report) | 1 - Critical |
166268 | Financial Import - White screen when importing financial file | 1 - Critical |
166276 | Project Forecasting: Periods on middle pane updated when project dates change (before load from schedule) | 1 - Critical |
167289 | Submit PMR results in Something Went Wrong Error for H510950 | 1 - Critical |
165095 | Poor Error Handling | 1 - Critical |
168318 | Project Forecasting: Saved forecast impacted by Gant Changes | 1 - Critical |
168824 | Project Forecasting: Acct Code 13.01.02 displaying incorrect values; copied from 15.01.02 | 1 - Critical |
171562 | Smartform Date Field populated via Workflow incorrectly showing as null/'Not Set' in 'Latest Iteration' | 1 - Critical |
169910 | Smart Form: Latest Iteration values cleared after submitting iteration for approval | 1 - Critical |
171209 | Screen loads and times out | 1 - Critical |
168120 | Smart Form Recalc/Save Performance Issues: Slow Load Time | 1 - Critical |
171579 | Project Forecasting page throws whitescreen | 1 - Critical |
171453 | Cost Book Performance issue | 1 - Critical |
164871 | Registers: Discrepancy in Pop Out Modal v. Grid view values | 1 - Critical |
172105 | White screen when deleting Account Code | 1 - Critical |
158787 | Smart Form - HTML Data is not loading from iteration correctly. | 1 - Critical |
172251 | Smart Forms: All Smart Forms return White Screen Error | 1 - Critical |
171768 | Need to replace reference from servicedesk to helpdesk in the code | 1 - Critical |
173169 | White screen when clicking Filter on Admin > Resources > Users | 1 - Critical |
172512 | Whitescreen on Project Details page | 1 - Critical |
173675 | Material forecasted with Linear curve on Gantt is incorrectly distributed on Project Forecasting | 1 - Critical |
173067 | Portfolo Dashboard Error Screen. | 1 - Critical |
176125 | Submitting Cost book entry hangs and never completes. | 1 - Critical |
176671 | Project Forecasting: Linked Register Aggregate values not displaying after 'Load From Schedule' function is used | 1 - Critical |
177695 | White Screen Error When Capturing a Project Baseline | 1 - Critical |
177771 | Whitescreens - Cost Book & Risk Register | 1 - Critical |
178015 | ETC is calculated incorrectly, which consequently leads to an incorrect EAC calculation. | 1 - Critical |
177897 | White screen - Trend and Risk Register | 1 - Critical |
177835 | Project Import - Won't allow import due to "Invalid File Format" despite the file format being valid. | 1 - Critical |
178682 | White Screen when accessing My Installation in the Admin Panel | 1 - Critical |
177769 | Portfolio dashboard white screens | 1 - Critical |
178024 | Resource Allocation - Allocate To Task doesn't show any approved allocations for some skills | 1 - Critical |
177101 | Smart Forms - Register Numeric Functions - All Register Numeric Functions act as "Count" regardless of if they are "Sum", "Avg", etc. | 1 - Critical |
178189 | Error in portfolio dashboard | 1 - Critical |
179269 | Discrepancy between Cost Book & Cashout Forecast | 1 - Critical |
178677 | White screen when opening BC- Business Case Smart form | 1 - Critical |
178539 | Smart Form Recalc: White Screen Error 'Conversion from string 'Count cannot be less than zero. " to type 'Decimal is not valid' | 1 - Critical |
179664 | White Screen appears when trying to update and save Settings in Cost Book | 1 - Critical |
180243 | Project Forecasting: Incorrect PM Actuals Value | 1 - Critical |
179449 | Portfolio Dashboard Financial Management widget - white screen | 1 - Critical |
178738 | Whitescreen on projects | 1 - Critical |
179823 | Restoring to a Restore Point clears Resource Rate Categories (Skills) from Tasks | 1 - Critical |
180514 | Delay when adding new item in Change Register | 1 - Critical |
180299 | performance slowness on my timesheet approvals widget for 1 user | 1 - Critical |
176507 | Project Access being removed with no trace | 1 - Critical |
180283 | Approver name disappearing after timesheet has been submitted | 2 - High |
181062 | Discrepancies on the Cost Module | 2 - High |
179343 | Cascading Dropdowns 'Search via Hierarchy' options are inconsistent when parent selections are edited | 2 - High |
180114 | Project baseline not being recognized | 2 - High |
179799 | Baseline captured in Register Workflow Step is not marked as Approved | 2 - High |
178792 | Load from schedule not working as expected | 2 - High |
180276 | Workflow Emailing Wrong 'Current Approvers' Bug | 2 - High |
176781 | UAT bug Costbook Performance | 2 - High |
173373 | Mismatch of Fields Value in UI and what has been populated by the workflow | 2 - High |
179305 | When importing Portal Only Users they are imported as Inactive Users Instead | 2 - High |
179232 | Gantt and Advanced Financials Do Not Match | 2 - High |
176370 | Task Edits Page - Unable to edit Task Dates on "Task Updates" page | 2 - High |
178872 | User Filter - Rules with AND/OR Not Working Properly | 2 - High |
179592 | Widget error after Upgrade | 2 - High |
178996 | Resource Demand Export showing attribute against a demand which does not exist | 2 - High |
178997 | Unable to edit User Profile if they only have Skills that are Archived | 2 - High |
177702 | Task updates not showing correct in Gannt | 2 - High |
177872 | Billing report - Cost center code not appearing in Billing report filter | 2 - High |
178352 | Values for EAC and Control Estimate are pulling through incorrectly on the Project Financial Summary Page | 2 - High |
178719 | Cost Book Budget Adjustments getting duplicated in popup | 2 - High |
173221 | Encountering a 'Something went wrong' error while trying to access the project information page | 2 - High |
178240 | Whitescreen in the Time Sheet report when selecting the Project Report Type | 2 - High |
177744 | Duplication of rows in report builder report | 2 - High |
177554 | Images not appearing in export | 2 - High |
177698 | Markup is receiving an error | 2 - High |
176457 | Gantt > Planned Cost does not roll up/recalculate when added to tasks within sub-projects | 2 - High |
176481 | Portfolio Dashboard Widget: Value displayed in widget does not match value in Smart Form - 'Waiting Approval' displayed instead | 2 - High |
171794 | ERP Project Status is not getting updated correctly | 2 - High |
172472 | Registers: Linked Register Aggregate Configuration menu allows user to configure Forecast data type without Timephased checkbox which generates white screen | 2 - High |
176323 | Fiscal Calendar Not Enabled But 'The date range on this project exceeds the defined fiscal periods' Error Is Displayed | 2 - High |
175857 | Cascading Dropdown: Lowest level child value is not captured in Smart Form Iteration | 2 - High |
176368 | Benefits profile locked and not allowing edit | 2 - High |
176018 | White Screen running Project Forecast report in USD | 2 - High |
173552 | Cost Book Total Actuals and Contract Award columns showing unexpected values | 2 - High |
167886 | Javascript not saved in Smartform field | 2 - High |
171471 | Financial Management - Load from schedule wipes all manually entered data even when not linked to Gant | 2 - High |
170718 | Upgrade demo site issues | 2 - High |
168032 | Primary Project Manager Field Not Updated for Newly Created Users | 2 - High |
171365 | Incorrect commitments value showing | 2 - High |
172596 | API bug - cannot add Client API key for Boomi | 2 - High |
168400 | User and Group Access is not cleared from Opportunity Structure | 2 - High |
172573 | Remaining Commitment isn't split by Total CAPEX and Total OPEX | 2 - High |
171207 | There is an error when navigating to timesheet report | 2 - High |
171653 | ETC and EAC Totals not correct | 2 - High |
171692 | White Screen running Project Forecast report in USD | 2 - High |
171989 | Portfolio Insights Opens Wrong Resource Page | 2 - High |
171728 | Register Save Issues - loads indefinitely | 2 - High |
171352 | Screen hanging when selecting fields in Registers | 2 - High |
171182 | Project ID not showing in Register | 2 - High |
171161 | Timesheet not matching up to extract report | 2 - High |
170017 | Programme structure different between PPM and PV | 2 - High |
170034 | White Screen running Billability & Utilization report | 2 - High |
169579 | Request to change the status of a time sheet from rejected to approved for the user E552611 | 2 - High |
169931 | Project Status visibility formula being overwritten | 2 - High |
170719 | View Title name does not auto populate | 2 - High |
169991 | Benefits widget - Comments not pulling into comment row on widget | 2 - High |
170529 | Project Forecasting: Middle Pane collapsed for Forecast Iterations if schedule does not have date in current/future period | 2 - High |
169604 | Project Import displaying "invalid file format" error although file is correct format | 2 - High |
169397 | UAT Portal register items visible to all users | 2 - High |
165029 | Missing AV/Malware Protection | 2 - High |
168738 | Missing User List on Timesheet Report | 2 - High |
168454 | User Custom Attributes used in Rate Matrix are duplicated in Gantt > Planned Resources UI | 2 - High |
169553 | Smart Forms: Numeric-Currency Field type converts currency based on latest effective date instead of current effective date | 2 - High |
169294 | Register Function not working | 2 - High |
169417 | Incorrect months showing in the middle panel of Project Forecasting page | 2 - High |
169364 | Timesheet Summary report - not retaining inactive user list | 2 - High |
162996 | Reports: Time Sheet Report returning incorrect details when report is filtered to 'Missing' Status | 2 - High |
168132 | Invoice under the correct PO but shows as empty in the pop-up | 2 - High |
167818 | Project Status visibility formula being overwritten | 2 - High |
155763 | Portfolio Dashboard widgets showing an incorrect count | 2 - High |
167893 | Planned Forecast not populating | 2 - High |
167889 | Cost Book Column "Remaining Commitment" Aggregation not working as expected | 2 - High |
168284 | Schedule Import > Cannot Map Resource Only Cora PPM Users | 2 - High |
167864 | The custom distribution of the pasted task is not same as the custom distribution of the source task from which task was copied | 2 - High |
168092 | Register data not populating count | 2 - High |
165276 | Update Revenue Calculation Method to "Completed Contract" | 2 - High |
166535 | Project Sponsor Name Appears as String in DB Instead of Integer ID | 2 - High |
166933 | Snapshot Report widgets not retaining user selection | 2 - High |
167852 | Discrepancy in options for Project Status | 2 - High |
168083 | Cost book values mismatching | 2 - High |
164324 | Enterprise Financials not reflecting October Incurred Costs as shown in Project Dashboard | 2 - High |
167550 | White Screen expanding item on Cost Book | 2 - High |
167208 | Cora assistant images are not appearing | 2 - High |
165039 | Unrestricted file upload | 2 - High |
167720 | Smartform fields showing in a Portal view as "@" | 2 - High |
166503 | M name is not getting updated through IF01 Project Header File | 2 - High |
165663 | Yes/No Fields not available to Import Builder | 2 - High |
166483 | Direct Cost Commit not displaying in EAC on Cashout Forecast | 2 - High |
165497 | Cost Control Register - Source and Target feature does not show previous records after it has been enabled | 2 - High |
164350 | Cost Control Register - Source and Target feature does not show previous records after it has been enabled | 2 - High |
165299 | User gets no data when expanding a widget | 2 - High |
166021 | Direct Cost Commit not displaying in EAC on Cashout Forecast | 2 - High |
165887 | Benefits not updating when saved | 2 - High |
165069 | Strict Transport Security Not Enforced | 3 - Medium |
165063 | Content Security Policy Not Implemented | 3 - Medium |
165090 | Insecure Cookie Configuration | 3 - Medium |
164204 | Register Widgets: Trend line records are not filtered according to filter settings of the widget | 3 - Medium |
165921 | Time Sheet Report: Emailed Excel file missing 'Time Entry Status' Column | 3 - Medium |
163001 | Project Forecasting: Variance Column Color Coding is incorrectly displayed | 3 - Medium |
162989 | RAID Project Register - Performance issue opening register record | 3 - Medium |
162085 | PO Number selected is not appearing in Register grid, duplicate records shown in PO Dropdown | 3 - Medium |
168148 | Status widget showing "@" instead of financial values | 3 - Medium |
164008 | Unable to add resources in resources to GBP-001655 project. search resource option is keep spinning | 3 - Medium |
167841 | Projects no longer visible | 3 - Medium |
166728 | Swap Table copying completely different swap tables selections | 3 - Medium |
161199 | Excessive Actual Cost | 3 - Medium |
169062 | PV Interface Discrepancy: Joanne Bull | 3 - Medium |
169107 | Script to remove iterations of Project Status SmartForm | 3 - Medium |
169093 | Unable to Change Project Number | 3 - Medium |
168158 | Current Risk Score in email showing incorrect score | 3 - Medium |
170752 | Error when trying to update Account Sub Group (CES Level 2) in Financials | 3 - Medium |
168984 | Load from Schedule causing WS | 3 - Medium |
170767 | Save after Load from Schedule I get the attached error WS | 3 - Medium |
169911 | User Custom Attribute is not fully visible or selectable in UI when adding Skill to a task | 3 - Medium |
169411 | User Summary Report is not working | 3 - Medium |
170252 | Import Builder - Internal Server Error | 3 - Medium |
168177 | User account code does not auto populate when planned resource added | 3 - Medium |
165064 | Missing Cache-Control & Pragma Headers | 3 - Medium |
169057 | Time Sheet Bug | 3 - Medium |
170681 | Dropdown List used in User Custom Attribute is able to be deleted causing white screen | 3 - Medium |
171058 | Import Builder applying incorrect validation on a text field for Benefits | 3 - Medium |
171410 | Registers - Special Character '£' Does not display correctly in Register Form | 3 - Medium |
171427 | Projects Widget showing 3 projects over budget, when you click on it only 2 are itemised | 3 - Medium |
172121 | Unable to assign resource to Planned Resources - New Request | 3 - Medium |
172252 | Gantt: Register Column Record Count Always Displays '0' | 3 - Medium |
171555 | Change Register Widget - Trend Display - Total/Sum isn't working | 3 - Medium |
172433 | Drag and drop projects in Cora Internal - inherit folder rights not working | 3 - Medium |
172476 | Portfolio Dashboards Widgets View Not Loading | 3 - Medium |
175859 | Smart Form Toolbar cannot be viewed/accessed after iteration is submitted | 3 - Medium |
175864 | Gantt Custom Field Cascading Dropdown: White Screen Error when Parent List is configured as 'Dropdown List Displayed' value | 3 - Medium |
176285 | Project Dashboard Widgets Not Updating | 3 - Medium |
176787 | Project Status not persisting form Template to new project | 3 - Medium |
176821 | Snapshot Report - Risk Register Widget - When "Matrix" is selected as chart type, "Show date columns by" only shows due date, and cannot show other dates | 3 - Medium |
176959 | Register Widget name does not change when Register Name is changed | 3 - Medium |
173147 | Register - Special Character | 3 - Medium |
172821 | Read Only users can delete documents | 3 - Medium |
172253 | Register count returning the wrong number | 3 - Medium |
178215 | Financial Summary fields not showing correctly on Snapshot report | 3 - Medium |
179342 | Unable to change project register 'field type attributes' as an Admin user | 3 - Medium |
176711 | Workflow variable assign step is not performing a recalc automatically | 3 - Medium |
179547 | Financial reporting not returning correct results | 3 - Medium |
179824 | Registers - Widget Column Filters Cause Error | 3 - Medium |
178660 | Date Last Updated_in conditions not being fully applied on Snapshot Report | 3 - Medium |
179328 | Register Widget Name Does Not Change on My Dashboard When Register Name is Changed | 3 - Medium |
179623 | error screen when adding a note to a second unplanned task | 3 - Medium |
179306 | Read Only can Edit Costbook and Changes | 3 - Medium |
178075 | Task Updates - Disabled Features Still Appear (EVM and Timesheet) | 3 - Medium |
179737 | GIS Mapping not displaying | 3 - Medium |
180545 | Email content Alignment issue in EAC adjustment all approval email | 3 - Medium |
178260 | Cannot Remove Resource Allocation Supply Manager Profile | 3 - Medium |
180024 | Distribution Curve error when decimal symbol equals comma | 3 - Medium |
176448 | Saving views in the 'document' section of a register | 3 - Medium |
179546 | My Project/RFC request widget in 'My Dashboard' | 3 - Medium |
181291 | Cost center not changing in user settings | 3 - Medium |
179886 | Investigative - Smart Form pop-up - "potentially malicious input detected" | 4 - Low |
172640 | TimeSheet Administrator System Role incorrectly shows as In Use | 4 - Low |
178721 | Tabbing through Cashout Forecast clears out values | 4 - Low |
176328 | Export Function Not Working | 4 - Low |
173081 | Admin - Resources Users - Return to List going back to page 1 | 4 - Low |
173625 | Text change on exporting Snapshot report to PDF | 4 - Low |
173549 | Register right pane gets stuck when clicking in Approved Budget inside the Cost Book | 4 - Low |
175924 | Users Filter - only filtering on current page vs all | 4 - Low |
172269 | Project Baseline creation issue | 4 - Low |
171706 | Baselines not showing for sub-projects on Milestone Gantt | 4 - Low |
170528 | Unable to add more than one filter | 4 - Low |
169592 | Error displaying field as mandatory although it is not a required field | 4 - Low |
169066 | Ordering on Portfolio Dashboard's Timeline view appears random/inconsistent | 4 - Low |
169453 | EAC Adjustment Screen - Dec'24 - ATP-000095 Duplicate Iteration to be deleted | 4 - Low |
168133 | Missing timesheets getting sent when customer sets user setting to not send/ignore | 4 - Low |
168391 | Add the below cost center mapping details to missing time report | 4 - Low |
168487 | Time Sheet history error | 4 - Low |
167001 | Resource Grid status different to detail for some users | 4 - Low |
167909 | Portal Column Selection | 4 - Low |
167502 | Missing Audit trail for Resource Role Updates | 4 - Low |
163442 | Enterprise Financials not being updated | 4 - Low |
Known Issues
ID | Title | Severity |
181377 | Baselines - Baseline can be Marked as Current when it is not Approved | 3 - Medium |
178222 | Workflow manager multi approver should be multi select | 3 - Medium
|
181273 | Workflow - Approval Buttons get Re-enabled when Re-Auth Required dialog appears | 3 - Medium
|
178608 | The Revenue aggregate register is not saving data automatically after clicking Save button | 3 - Medium
|
181187 | Register Record - Copy and edit - Edit record title is Missing | 3 - Medium
|
181272 | Workflow - Approve/Reject/Save buttons still enabled after selecting approve on Registers | 3 - Medium
|
180732 | Documents - Check In brings you to different category | 4 - Low |
176235 | Snapshot Report - Getting licensing issue message and unable to go ahead. | 4 - Low
|
177658 | Cost Book expand icon changes after postback | 4 - Low
|
177144 | Misleading text in the Filter field after selecting a filter using the Create filter modal | 4 - Low
|
179065 | Cascading dropdown fields are not aligned in Task Updates>Add Skill Modal | 4 - Low
|
Legal Notices
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Confidential
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The information contained herein may be subject to change or revision without notice.
Contact Details:
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Unit 7, Mercantile Plaza, Bridge Lane
Carrick-on-Shannon
Co. Leitrim
Ireland
Telephone: + 353 719622078
Fax: + 353 719622095
Freephone: 1800 940 940
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