Appirio's Product Blog

Showing posts with label PS_Essentials. Show all posts
Showing posts with label PS_Essentials. Show all posts

Monday, February 23, 2009

Release Notes: Appirio Professional Service Essentials - V 1.1.4

Appirio PS Essentials leverages Salesforce.com's On-Demand Platform to offer core PSA functionality at a fraction of the cost of traditional solutions.

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Appirio Professional Service Essentials - Version 1.1.4

Added Functionality
  • Updated the Resource Skills Matrix:
    • Notes entry and viewing now available per Skill Entry
    • Improved security: new "Skills Entry Privilege" setting on Resource: (Option to "Enter for Self", "Everyone", or "No One")
    • Improved the expand/collapse capability for skills hierarchy
Known Issues Addressed
  • Created Project Planner notification regarding Assignments without a specified Resource
  • Fixed Utilization Report issue related to date range selection anomaly

Thursday, January 29, 2009

Release Notes: Appirio Professional Service Essentials - V 1.1

Appirio PS Essentials leverages Salesforce.com's On-Demand Platform to offer core PSA functionality at a fraction of the cost of traditional solutions.

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Appirio Professional Service Essentials - Version 1.1

Added Functionality:

Project Planner Created!

  • Now available - Project-Centric Planner for Assignments, showing Projects on the left-side pane that can be drilled into (this is the inverse of the Resource Planner, which is Resource-Centric)
  • Resources can now be assigned to a Project in the drill-down
  • The Resource layout now contains an embedded "Assignments Control"
  • The Project layout now contains an embedded "Assignments Control"
  • Added global PS Config wrapper Apex methods
  • Added more configuration functionality to Assignments for Timecards via PSE Config values
  • Added a configurable trigger to prevent duplicate Resources being created for the same Salesforce user (currently Timecard and Expense UIs rely on there being no more than one Resource per User)
  • Added a "Allow Timecards without Assignments" checkbox to the Project object (checking the checkbox enables Timecards to be entered for these Projects as "Global Projects")
Known Issues Addressed:
  • Addressed a Resource Planner Flex issue that was causing left (Resource) panel to come up blank on certain actions

Friday, January 9, 2009

Release Notes: Appirio Professional Service Essentials - V 0.9.2

Appirio PS Essentials leverages Salesforce.com's On-Demand Platform to offer core PSA functionality at a fraction of the cost of traditional solutions.

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Appirio Professional Service Essentials - Version 0.9.2

Added Functionality:

  • Resource Planner Additions:
    • The "Drag-and-drop" assignment of Open Assignments to Resources on the Resource drill-down screen
    • Open Assignment sorting on the main Resource Planner page
    • A Refresh Button
    • Configurable Tooltips
    • Configurable Resource sorting via new sort field on Resource (to keep open assignments on the top of the page)
Known Issues Addressed:
  • Fixed Apex Test "Governor issues" related to the installation by streamlining Apex triggers
    • These issues arose after v0.8.6 when we introduced apex config lookups in each trigger
    • 'CloseAssignmentsWhenProjectCompletes' (after Project update): list of assignments is only updated via DML if list size is greater than zero
    • 'UpdateHoursOnAssignment' (after Timecard insert/update): assignments whose hours change are added to the update list and DML update only executes if list size is greater than zero

Tuesday, January 6, 2009

Release Notes: Appirio Professional Service Essentials - V 0.9.1

Appirio PS Essentials leverages Salesforce.com's On-Demand Platform to offer core PSA functionality at a fraction of the cost of traditional solutions.

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Appirio Professional Service Essentials - Version 0.9.1

Added Functionality:

  • Added the 'Project Manager' lookup field to the Assignment object on the Resource record and Resource page layout
  • Removed the existing 'Project Manager' lookup to the Contact object from the Resource page layout
  • Added an Apex wrapper class with internal utility methods
  • Added an Apex test method for PSe Config utility methods
  • Added PSe Config values to control 6 of 7 PS Essentials Apex triggers, and updated those triggers to check config values to determine whether to run
Known Issues Addressed:
  • Removed 'Request Deletion' button from other page layouts (Assignment, Project)

Thursday, December 18, 2008

Release Notes: Appirio Professional Service Essentials - V 0.8.6

Appirio PS Essentials leverages Salesforce.com's On-Demand Platform to offer core PSA functionality at a fraction of the cost of traditional solutions.

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Appirio Professional Service Essentials - Version 0.8.6

Added Functionality:
  • Updated the following Project field label: "Travel Amount" is now "Expense Amount"
  • Updated the following Project field label: "Travel Notes" is now "Expense Notes"
  • Removed an automated notification email and added comments to the underlying code to indicate it's function: sample code illustrating how to send a notification from a button
  • Updated the Skills Matrix to prevent users from saving skills without first selecting the associated Resource
Known Issues Addressed:
  • Realigned the tab order for the Timecard user interface
  • Addressed known issue for non-admin users within the Resource Planner user interface
  • Removed the 'Request Deletion' button from the Timecard page layout

Tuesday, December 16, 2008

Release Notes: Appirio Professional Service Essentials - V 0.8.3

Appirio PS Essentials leverages Salesforce.com's On-Demand Platform to offer core PSA functionality at a fraction of the cost of traditional solutions.

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Appirio Professional Service Essentials - Version 0.8.3

Added Functionality:
  • Created a new configuration for the Timecard ("default.billable") which controls the default value of the Timecard billable checkbox
  • Added "Resource Planner" as the page title
  • Added "Include in Project Financials" checkbox to the Timecard and changed all Project Timecard roll-ups to filter based on this checkbox - it will ultimately be up to the customer during implementation to set Workflows based on the Timecard Status or other criteria to set or unset this checkbox as necessary

Thursday, December 11, 2008

Release Notes: Appirio Professional Service Essentials - V 0.8.1

Appirio PS Essentials leverages Salesforce.com's On-Demand Platform to offer core PSA functionality at a fraction of the cost of traditional solutions.

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Appirio Professional Service Essentials - Version 0.8.1

Added Functionality:
  • Created the Team field on the Resource record (to be used instead of the Team field on the Contact record)
  • Re-wrote the Utilization Report to use the Resource Team field in grouping functionality
  • Replaced references to 'Consultant' in the Utilization Report with 'Resource'
  • Added a date picker field to the Timecard entry UI
Known Issues Addressed:
  • Fixed the Javascript API *namespace* bug that was causing a failure in the "Mark as Invoiced" list button for Timecards
  • Fixed the alignment problem in the Resource planner when fields are added to the assignment details section
  • Fixed a known issue which occurs when saving a null value in a number field in the assignment details section

Sunday, November 30, 2008

Release Notes: Appirio Professional Service Essentials - V 0.8

Appirio PS Essentials leverages Salesforce.com's On-Demand Platform to offer core PSA functionality at a fraction of the cost of traditional solutions.

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Appirio Professional Service Essentials - Version 0.8

Known Issues Addressed:
  • Fixed a SOQL error for the Resource Resumes control (when no resources are present in system, provided error)
  • Removed unnecessary references from the help text of some Resource fields
  • Replaced references to 'consultant' with 'resource' in Resource and Project fields
  • Removed unnecessary string literals from the Enter Skills S-Control

Thursday, November 20, 2008

Release Notes: Appirio Professional Service Essentials - V 0.7.7

Appirio PS Essentials leverages Salesforce.com's On-Demand Platform to offer core PSA functionality at a fraction of the cost of traditional solutions.

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Appirio Professional Service Essentials - Version 0.7.7

Added Functionality:
  • Added time-based filtering of available projects in the Timecard UI (based on the start and end dates of the associated Assignments)
  • Added next and previous week buttons to the Timecard object
  • Created a "pop-up" in the Utilization Report for the link: "How does PS Essentials calculate utilization?"
  • Added functionality to allow the Resource Planner to show the assignments in correct order after an edit
Known Issues Addressed:
  • Fixed a known Timecard issue regarding an intermittent dialog box appearance
  • Fixed the handling of assignments with invalid date ranges in the Resource Planner
  • Fixed the column mis-alignment in the rendered Utilization Report results
  • Removed unnecessary references in rendered string literals and field help

Monday, November 3, 2008

Launching Appirio Professional Service Essentials

Appirio PS Essentials leverages Salesforce.com's On-Demand Platform to offer core PSA functionality at a fraction of the cost of traditional solutions.

As a professional services organization here at Appirio, we've had to address our own needs for a PSA solution quickly and with the option to scale. Current options available on the market either didn't provide the value we'd expect, or weren't on-demand (as a serverless enterprise, it's not just a choice, but a mandatory requirement). Our natural progression led us to create the building blocks for what's becoming a full services management tool, using the Force.com platform.

We have been using early versions of PS Essentials to run our own business since we started. In just the last 12 months, our business has grown over 500 percent. We've significantly increased the size and reach of our delivery team and have added subcontractors to our resource pool. The PS Essentials package has helped us scale quickly, and manage a high volume of daily resourcing activity with minimal administrative staff. We've decided to package this powerful solution into a product to provide the same value we see everyday to our customers.

Our intent with PS Essentials is threefold:
  • To solve the core needs of professional services firms at a fraction of the cost of traditional offerings. Our solution builds on the Force.com platform, therefore it eliminates the need to purchase expensive IT infrastructure, lowering both up-front and ongoing costs.
  • Enable customers to get up and running quickly without getting locked into a solution that may not be right for them down the road.
  • To provide existing Salesforce CRM customers with the added value of using this solution to help unify their sales and services businesses, which can improve win rates, client satisfaction and overall utilization.
Information on Appirio PS Essentials is now available today on the Force.com AppExchange or by contacting us directly.

Pricing:
 
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