Decision Lens Accelerate
Features Added
- Formula Cost Type Field
- On Spend Plan, you can now modify the “Planned - Obligated” column to include any monthly cost types that have been created in your portfolio.
- Specify how amounts should be colored to better highlight values greater than 0, less than 0, blank, equal to 0, or blank.
• Monthly Cost Type Limit: Create up to 8 custom monthly cost types in the Cost Types tab in Portfolio Settings.
• Cell Calculations
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- Selected Cell Calculations: When selecting multiple numeric cells, view basic calculations such as Sum, Count, and Average.
- In cell calculations: You can now use basic formulas such as addition, subtraction, multiplication, division, and parentheses for grouping, directly within numeric field cells to quickly calculate totals.
• Remove Self from Portfolio: Any role can now remove themselves from a portfolio.
• Bulk Permissions Management: From the People Page, you can now add or update permissions for multiple people at once. This includes:
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- Removing multiple people
- Assigning a role to multiple people
- Managing project, category, and field permissions in bulk
• Dev Tools: Portfolio data health report
• Search People: Search by a person or role on the People Page to manage permissions and people within a portfolio, faster.
• Link Permissions Modal to Contributor Form: Easily switch between the People
Page and the Contributor Form using the “Edit Field and Cost Permissions in Contributor Form” link.
• Contributors can now choose to show or hide the Assigned Costs and Cost Categories fields on their Projects Page, making it easy to quickly view or simplify cost and categorization details.
Bugs Fixed
• Date picker quick select buttons do not reflect Fiscal Year turnover
• Pod import does not import what-if plan data reliably
• Exporting costs with "0" value show up as blank on portfolio schedule spreadsheet
• Creating a second portfolio with the same xlsx after duplicating a project in first one throws an error
• Total Request and Total Allocated amounts are not displaying in Projects
• Performance: Value updates that only impact one project take 3.5x longer than before
• Spend Plan: Owner adding a new Monthly Cost while Participants are using Spend Plan causes uncaught JavaScript error
• Project order does not match pod file Project positions after .pod import
• Performance: Slow loading times when creating What-if Plans
• Costs are editable when all Cost Fields are filtered out on Budgets and Spend Plan
• Budget page exports do not include all assigned cost data
• Contributor Permissions modal always says field view access is "8 fields"
• Changing role from Contributor to Participant reset number of projects to zero if we have selected All
• Cost and field data import causes error message
• License Key generator error on create
• What-if plan shows future funded costs incorrectly before refresh
• Performance: Slow load times when creating a what-if plan for recommendations
• Budget Availability is showing as Red on default when there is no budget nor allocated
• Sorting behavior is not retained on Projects view after showing or hiding a column
• Activity log not displayed for change on Category Unmapped Field
• Planned - Obligated is showing as an importable Cost Type and shows in Add Cost Column(s) but displays a blank field
• Red error message in Strat Nav when budget is available but allocated is empty
• Contributors with Edit permissions can edit Cost Names on Spend Plan• Deleting attachment from duplicate portfolio makes original attachment unable to download
• What-If Plan header is not Yellow
• Spend Plan Graph Settings Light Blue color option is now White
• Lagging when assigning permissions through Category or Projects