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Release Note 9.10

Find out what's new in the Tabsters V 9.10 release here

Profiles - Tabs, Views & Favorites

Profiles are coming to Tabsters!

Defined by user groups, profiles aim to simplify user environment setup by administrators & offer better onboarding into the tool for newcomers, by offering them a pre-parameterized environment based on their profile.

Define the favorites to be displayed on the home page for each profile directly from each item card, via rights management.

Choose which default views & pinned views to make available to each profile, via view sharing.

Set the native & generic tabs you want to make available for each profile in the element maps.

Finally, add your users to the corresponding profile so that they can benefit from the settings defined when they joined the environment.

Filter - Advanced filters :


Following on from the addition of new formula operators, the filtering mechanism within views has evolved to offer you more advanced filtering possibilities thanks to formula operators.

In the filters pop-up, a new " Advanced filters " tab is now available, where you can use formula operators to set your filters. Find out more about the functionalities associated with each operator in our Help Center article here.

Communication - Workflow :

The flow of slide settings within communications has been redesigned to offer a more intuitive flow and avoid the generation of empty presentations.

From now on, when you add a webview slide to your communication, the view selection pop-up automatically opens, allowing you to apply the desired view to your slide.

When adding a lower-level slide requiring selection of the desired project or workpackage , a workpackage selection pop-up has been added before opening the view selection pop-up.

Budget - Generic tab & New field :


Further to the evolution allowing the addition of generic tabs of the time entry type (allowing the addition of load lines), evolutions have been made to allow a better correspondence & discrimination of the information going up on the budget lines of the budget tab.

  • The " Type of work " field has been made available in the generic tabs, allowing better discrimination of the aggregated data in the budget tab.
  • Added a " Fixed cost " field to the generic tab & Roadmap lines.

The Fixed cost field is used to define a fixed additional cost, which is added directly to the overall cost of the corresponding budget line if the item's end date has not yet passed, or to the overall burned cost of the corresponding budget line if the item's end date has passed.

It is also possible to define a negative value for this field, enabling financial gains to be deducted from the expense.

Time sheets - Delegation of data entry :


Following on from the evolution of timesheet validation in Tabsters release 9.07, it is now possible to define delegates for each resource within each team.

This will enable data entry delegates to complete the timesheets for the resources they are assigned to & send them to the team manager for validation .

Graphics - Collapse button :

It is now possible to fold and unfold the various lines present in table graphic views positioned in tree view mode.

The setting can be accessed by clicking on the new folding icon and is saved in the view.

Portfolio & Project - Removal :

To prevent unintentional deletion of projects or portfolios, a protection feature has been added to prevent deletion if time recording is present in the element.

Thus, if an element has burned MD in the roadmap or generic time entry tabs, or if additionalburned is present in the budget tab, an error message will be displayed when you attempt to delete it.

Miscellaneous news :

  • Custom field budget vector - Renaming :
    • Following the evolution of budget display in Tabsters, a new custom field type "NumberTimeVector" had been added to enable the definition of a custom field to position data on the different years of budgets.
      This custom field type has been renamed " Number by period ".
  • Import - Miscellaneous corrections :
    • Corrected import of portfolios in the environment module's Roadmap tab
    • Realignment of resource import and creation within teams
    • Budget line import realignment
  • Generic tab - Breadcrumb trail :
    • Following on from the development of generic tabs (non-native tabs that can be added to the application via a support request), a new " Access path " field has been added to the available columns.
      This field displays the full access path of the element up to the level at which it was created.
  • Budget - Graphic :
    • Realignment of budget value display for graphical views
  • PPT - Miscellaneous corrections :
    • Corrected display of the first column of the slide view Meetings exported with a planning view
    • Meeting type taken into account for milestone legend & color in Roadmap slide view export displaying meetings with optimization parameters
    • Realign calculation of frame size and text centering for slide Unified global report for PPT export
  • Notifications - Various corrections :
    • Realignment of the scope for sending timesheet completion notifications when the timesheet is in " pre-validated " status.
    • Fixed sending of notifications defined on a reduced perimeter
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Profiles - Tabs, Views & FavoritesFilter - Advanced filters :Communication - Workflow :Budget - Generic tab & New field :Time sheets - Delegation of data entry :Graphics - Collapse button :Portfolio & Project - Delete :Miscellaneous news :

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