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What's New:

New Feature Summary

This section outlines new functionality added to recent versions of WhiteCloud.  Click on any version below for details. 

       What's New in Version 3.1.6

       What's New in Version 3.1.4

       What's New in Version 3.1.3

       What's New in Version 3.1.2

       Earlier Versions

What's New in Version 3.1.6 

Automatic Version Updates

WhiteCloud now automatically checks the WhiteCloud website for availability of updated versions.  It then offers automatic download of the latest version of WhiteCloud.   This check is done once a week, or any customisable interval, and you can also perform it manually from the Help -> Check for Updates menu.  For example, a dialog such as the following might be displayed ...

        Updates

If you are connecting to a remote WhiteCloud server which has been upgraded and requires clients to also be upgraded, you will be automatically informed of this when you start up WhiteCloud, and a compatible client upgrade proposed, such as in the following example.  This means that your company's WhiteCloud administrator can upgrade the server at any time, without having to inform each user individually.

        Server

 

What's New in Version 3.1.4  

Remote Web Functionality

WhiteCloud can now access its database over the internet, remotely.   This means you can use WhiteCloud from anywhere that you have an internet connection.   The application operates in exactly the same way.

Please contact us at sales@whitecloudsystems.com to find out more about setting up a server to provide this functionality to remote client applications.

Note that the remote client application does not require an installation procedure if you only require remote functionality, without a local database.  The executable can simply be copied or downloaded directly onto your hard drive, and run from there.  This makes it easy to start using WhiteCloud on any computer.  New versions of WhiteCloud can also now be downloaded directly from within WhiteCloud.  

Changes to Permissions

Items within WhiteCloud can only be viewed and modified if the logged-in user has sufficient permissions on each item.  The way this is controlled has been made simpler and more consistent.  The details of this can be found in the section on Permissions.

Important: Defects, Change Requests, Issues, Risks, and Requirements should all be raised against a Deliverable, and the Deliverable should have its 'Project' field defined.  Users who are not assigned to the Project will not be able to view or edit the Defects, Change Requests, etc.

Note that a logged-in user can now see their permission level on each Task (as either Full, Restricted, or Read-Only) at the bottom of the Resources & Permission section of task details.

What's New in Version 3.1.3  

Users and Resources

To improve clarity and consistency, the term 'Users' has been replaced by 'Resources' throughout the application, except where explicitly referring to someone who can login and operate the WhiteCloud application.   If a resource has a login name defined (see Adding a Resource) then that resource can login as a WhiteCloud user.

Resources can now also be created by project managers, not just by WhiteCloud administrators.  More specifically, if you have full permissions on a project, you will now be able to create resources, and assign them to the project without having to request an administrator to do this.  More details on this change can be found here.

Start and Finish date entry

In previous versions the planned Start and Finish dates of each task could not be entered manually, as they are calculated automatically on the basis of other constraints, such as Earliest Start Date and dependency links between tasks.   Furthermore, Duration could not be specified just by entering Start and Finish dates.  For convenience, and to provide more intuitive behaviour, the latest version now lets you manually enter these dates, while still performing auto-calculation to ensure constraints are satisfied.  See Task Planning Details for more explanation of the behaviour of these fields.

A variety of other minor enhancements and fixes have also been included in this release.  The Help manual has also been updated in a number of areas..

What's New in Version 3.1.2  

Task Reporting Summary details

The Task Reporting Screen now includes a Summary section which provides totals of Planned Work and Actual Work over a selected date range for the displayed tasks.   Individual totals for each resource can also be displayed, as in the screenshot below.  The summary details are also included on printed reports.    This new feature lets you monitor your schedule, progress, and resourcing over specific periods of time.   See Task Reporting Summary for more information.

    Reporting

 

Earlier Versions

Baseline Editing

Baseline names and descriptions can now be edited.

Resource Usage Screen

The Resource Usage screen lets you see how much work each resource has been allocated for each day in the calendar.  This is invaluable for determining whether team members have been over or under-allocated for any day, and for providing an overview what work has been assigned to each resource.

     Resource

Additional Task Dependency Link Types, and Lags

Tasks can now be linked in four different ways, allowing you to capture a much wider range of dependencies between their start and finish dates.

        Finish-to-Start
        Finish-to-Finish
        Start-to-Start
        Start-to-Finish

Links can also have an optional lag duration defined, which is the interval or delay between the dependent task dates.

The example Gantt chart below shows a complex example that includes all four types of dependency link, some with lag values.

 

                       Gantt

Automatic Assignment Notification by Email

When a team-member is assigned to a work item, WhiteCloud can now automatically email that person with a notification.   Assignment Notification can be configured for each user, specifying what work-item types and their work email address.  This is done in the user details screen, as shown below.  See Assignment Notifications for more information.

 

            Notifications

 

 

Baselining

Baselines can now be created for Projects and Tasks, and these can be viewed on the Gantt chart.  

In the example below, the light blue line shows the original planned start and end dates for each task, for a particular baseline.   The purple shows the current plan.  As plans change, it is easy to see how they compare with earlier plans.  See Baselines for more information.

 

 

                Baseline

 

Find items quickly by ID

You can now quickly find any item by its id...

        Find2

Just type in the id, and press the arrow or Enter.

                        Find1

 

Link any item to any other item via 'hyperlinks'

The description text of any item can now include references to other items, such as "defect-32" or "task-531".  You can then right-click on these references to immediately view the item.  For example, the change-request below has a reference to defect id 6.  The right-click menu item shown below will open that defect.

References can be created by simply typing the reference, or using the "Insert Item link" operation also shown below.

This provides a simple but very flexible way of relating and navigating around related work items.

 

        Open item

 

Planned and Actual Work

The relationship between Planned Work, Actual Work, Percent Complete, and Remaining Work has been improved, and a new Work Overrun field has been added.  Specifically, the following equation is now always maintained:

                Planned Work + Work Overrun 

                                   =  

                Actual Work + Remaining Work

 

Percent Complete is always based on the ratio of Actual Work to Work + Work Overrun, thus giving a correct indication of progress.

                    Details

Also, for convenience, Resources and Timesheet Entries associated with a Task are now directly accessible from the '...' button next to the Resources and Actual Work fields.

 

Task Resource Summary report

The Resource Summary popup screen is now in the form of a printable report.   This provides totals and metrics for each resource assigned to a task and all of its subtasks.  For example, if you have a task that represents an Iteration, the resourcing summary will quickly let you check the balancing of resources within the iteration, and to monitor individual progress.   Resource Summary

 

                Resourcing summary

 

                Button

 

                                        Report

 

 

View uncompleted tasks assigned to a Resource

There is now a simple way to see all uncompleted tasks within a task hierarchy that are assigned to a particular resource.   This is very useful for viewing outstanding work for a team-member, or yourself.

A new menu item will show the dialog below, where you can select a team-member...

 

            Uncompleted

 

The task hierarchy will then be automatically expanded to show all un-completed tasks assigned to the team-member, highlighted in red, as below...

 

                    Tasks

The highlighted tasks will also appear in the team-member's To Do list, but the above view shows the context of the tasks within the project hierarchy.  The menu item for this is:  right-click Resource Assignments -> Show uncompleted tasks assigned to a user.

Traceability between Tasks and Change Requests

A Task can now be associated with multiple Change Requests, and vice versa.  There is a new Change Requests section on the Task details screen that lets you view and modify these associations.  Conversely, each Change Request has a Tasks section.   

 

                    Tasks

The associations can also be viewed as a column on the Task Reporting screen and on the Change Requests reporting screen.

    Crs

Section Printing

Individual sections of item details can now be printed independently, via the right-click menu.  For example, the Status History of a defect can be printed, or the Requirements associated with a deliverable.

 

            Status

Product Release Versions Screen

Release Versions for products can now be viewed in their own screen, and also from menu items.  Previously they were only accessible as a sub-section of the product details screen.   Release Versions are central to tracking and planning work items such as defects and change-requests, and for associating with iterations in the task hierarchy.

 

            Versions

Item edits can be saved without closing the form

When editing an item such as a Defect, Change Request, or Deliverable, you can now save the changes without closing the form.  This is done via the new Save button.

This feature is especially useful because it lets you find out the new ID that gets assigned to an item when saved, without having to close the form first.

 

            Save

 

 

Repository Document Duplication

The Document Repository now provides a Duplicate function.    This can be especially useful if you have a template document in your repository, from which you need to make duplicates from.  You can duplicate into any target repository folder.

 

        Versioning

 

Screen Access

  • Screens can now be accessed quickly via the Go to button. If you want to maximise usable screen area you can hide the sidebar and just use this button instead.

                    Dropdown

 

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