25.1 Registers Feature Enhancements
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:
1.The link type (parent, child, related) is now shown
2.If the link is to a register item, the name of the register is shown in the item type column
3.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.
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.
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.
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.”
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