The Print functionality available on canvases (for example, the map of a Portfolio item) has been improved. It now takes into account the required size of canvases and fields when printing (or creating PDF). For example, if a field has a lot of text, a scroll bar will appear in…
An extension of rights to the ‘advanced approval workflow module’ has been realized.By adding the ‘Readers’ role, stakeholders can be given the ability to read all started and completed workflows related to a particular Workflow Group. A Workflow Group contains all workflows that belong to a specific portfolio or Organizational…
The reporting tab in the Agile program app has been aligned with other tabs in terms of look and feel and functionalities. For example, the display and filter functionality on this tab is now the same as other places in the FCC. Also, the column selector has been replaced with…
It was already possible to manage log items (e.g. an Issue or a Risk) on a Portfolio or in a Project. Registration options have been expanded. When you create or modify a log entry, extensive data can be entered in a pop-up. Adding/hiding logs on a PORTFOLIO On the Portfolio,…
A Properties Panel has been added in the Project. All of a Project’s setting options are conveniently listed here. The panel is collapsed by default and can be expanded by clicking on you will see which items are selected in the Project. When you have sufficient rights (Manger or Supporter)…
In the ‘Splitting Items’ tab of the Agile Program, a breakdown into sub-items (e.g. Features) can be made for each Portfolio item (e.g. Epic). If there are many Portfolio items with sub-items, then searching through this list quickly becomes difficult. To still maintain an overview, three functionalities have been added….
A Properties Panel has been added in the Agile Program. All of the setting options for an Agile Program are conveniently listed here. The panel is collapsed by default and can be expanded by clicking on you will see which items in the Program are selected. When you have sufficient…
Introduction The Principal Toolbox offers Excel reporting on multiple levels throughout the application. These reports can be set up by using field references and listings. Apart from reporting these Configure the view The first step in setting up the report is to configure the view (listing) which will provide the…
Authorization – the foundation The Fortes Change Cloud has basic user roles in three* types: System administrator: this person is allowed to do everything in the tool. Normal user: this person cannot do anything in the tool until this user is given a specific role (Manager, Reader, Member) in areas…
To use Approval Workflows, the Canvas of a Portfolio item or Project must include the ‘Approval Segment’. This is explained in the article Configuring Approval Workflows. Once this is done, then you as a user can start an Approval workflow by pressing ‘+ ADD’ at this segment. At that point,…
