Go directly to the Release Notes.

We've been working hard this month to bring you a brand new feature, Portfolio Simulation. 

In this update, we've also improved the Function field for supplier contacts. We've also fixed a few bugs and made a number of small changes to make Aidi even easier to use.

We're continuing to improve translations in the English environment.

Here's an overview of the main elements of this product update: 

Portfolio simulation

Selection of functions for supplier contacts

Release notes

Portfolio Simulation

In the recent Portfolio Management module, we've added the ability to create different scenarios within a portfolio. You'll also be able to set budget, funding, risk and effort targets by portfolio, so you can choose the project scenario that will best help you to reach your targets.

You'll also be able to analyze scenario data with tables and graphs that compare them with the targets you've set. 

We invite you to refer to the various Wiki articles on this topic to better understand how you can use it!.

This feature is only available to customers subscribed to the Aidi Enterprise tier Plan.

Selection of Function for Supplier Contact

To ensure uniformity in the nomenclature of supplier contact functions, the functions already registered for suppliers in your Aidi environment are kept in memory and are proposed to you when you select a Function for a contact. However, you can always create new functions if required.

Our team is continually working to improve your Aidi experience. We hope you'll enjoy these new features, and that the changes we've made will make your project management even better! 

News and Improvements

Custom Filters

• When a new filter is selected in the Report List, the project selection is reset. This means that projects selected in the previous list, if included in the new list, will have to be selected again, if necessary.

Portfolio Management

Portfolio simulation features added: 

• Benefits can be associated with strategic objectives
• A status can be associated with each scenario
• Targets can be defined by portfolio
• Tables showing scenario data analysis against targets

Project

• Added a Benefits Realization Management section to the project details page.

Project Financing

• You can now sort the list of project financing by fiscal year.

Supplier

• Improved function field in the supplier contact list: a drop-down list shows existing functions to reduce duplication and provide better information. New functions can still be created as required. 

Fixes 

Appearance

• Improved appearance of selection fields for cash flow template configuration.
• When the user types to search for an option in a field with a drop-down list and presses Tab, Esc or clicks outside, the field is now cleared and the drop-down list options reset.

Approval Chain

• An external user restricted to his company's data who is identified as an approver for another supplier's data must now be assigned access rights to that supplier in order to proceed with approval.

Buildings

• It is now possible to update all fields in the description section of a building.

Contractual Change

• The form for creating contractual changes that appears after clicking on Save and New is now empty and free of error messages.
• The estimated amount displayed in the Cause section is now calculated from the estimated amount in the Costs section.

Declaration 

• Correction of the calculation of expected discharges when an adjustment is entered in the declaration.

Invoice

• It is no longer possible to create more than 3 different tax codes for an invoice.
• It is now possible to delete a tax code from an invoice.
• The invoice log, displayed on the right of the invoice list, now shows invoice activity.

Password Reset

• Fix of a bug that caused the user to get stuck in the password reset page after entering the new password received.

Project 

• Adjustment of the size of certain fields in the Information section of the project dashboard so that they respect the size of the form when in edit mode.

Purchase Order

• Operating expenses associated with a project or component budget no longer have an impact on the return to preparation of an approved purchase order for which no invoice or payment request is associated.
• Correction of text displayed when a proposal exists for the selected supplier.

Report List

• Fix of a bug that prevented reports from being added by “drag & drop” more than once in a row.

• Correction of the indicator of the number of projects selected.
• Correction to prevent the selection of projects in the report center from being erased by the deletion of items in the search field.

Scheduler

• The filter selected in the project list or in the dashboard now remains selected when you access the scheduler.
• Importing a schedule from another project also copies the project start and end dates.
• Simulation: It is now possible to apply an imported simulation to a current schedule.
• We’ve fixed the Auto-Schedule feature, which was not working properly in certain situations.

Timesheet

• We’ve fixed a bug that prevented timesheets from being sent for approval in certain situations.

Translation

English environment

• Replace the words Approbation and Approbator with Approval and Approver in the pop-up menu when an approval is denied.

• In Admin menu, title Supplier Annexes changes for Printing Templates, in the secondary menu.

• In Printing templates page, title Annex list changed for Printing template list.

• Modification of the following terms in the print template creation mode: 

  • Create annex becomes Create Template

  • Annex Title becomes Template Title

  • Annex Content becomes Template Content

• In the Log book and Purchase orders, under printing button, title Print Model changed for Printing Template

• Various terms changed in the Admin menu configuration page: 

  • projects_use_custom_reference becomes Use Project Reference in place of Aidi code

  • purchase_orders_use_custom_reference becomes Use Purchase Order Reference in place of Aidi code

  • Budget Same_as_previous_auto_approve becomes Automatic budget approval if amount = previously approved

  • budget_approval_if_within_financing becomes Automatic budget approval if amount <= financing

  • budget_approval_if_within_max becomes Automatic budget approval if < approved budget

  • reception_required_for_receipt becomes Payment request mandatory for invoice

French environment

• Report List: Translation of the “Generate and send” button in the add recipients section of a report. 

• Translation of the stop warning message for a periodic report.