30/06/2025

The following is included in version 2.11.0

New Features:
  • APIs
    • Implemented a new API for retrieving Pipeline Targets.
    • Added primary keys to the Bulk Data Ideas for improved data integrity.
  • Dashboards
    • Enhanced the KPI Chart widget to include multi-site capability, allowing for improved data visualization across sites.


    • Added a 'Status' field to the Top25 widget configuration for better filtering options.


  • Cash Flow 
    • Optimized table view to automatically focus on current and previous month columns.
    • Implemented data integrity measures to prevent Y1 and Discount Rate modifications when Investment Evaluation table is locked.

    • Added warning notifications in the Investment Evaluation table when:
      • Discount Rate site setting is modified.
      • Cash Flow item type is changed to 'Capex'.
      • Annual Growth Rate value is removed (reverted to null)


  • Emissions Management  
    • Implemented audit tracking for '+Add Fuel Type' row values in the Fuel Type table.

    • Added preventative warning on the Activities page when attempting to change the Organization Structure for activities currently in use on the Scenario Planning page.

  • Ideas/Initiatives 
    • Introduced new 'Variable' node type for VDT with comprehensive functionality:


    • Included the Variable Node as part of VDT Excel template import


    • VDT Library storage and import capabilities.
    • Visibility in Initiative Benefit Grid View.
    • Improved 'Stage' column sorting on Initiative/Idea lists to follow progression logic instead of alphabetical order.
    • Extended copy functionality to support Emission-enabled Initiatives with their associated scopes.

  • Imports/Exports 
    • Updated Initiative/Idea import template file for compatibility with 5-stage pipeline implementations.

  • Value Hound
    • Enhanced the VDT Definition 'Custom Target' Field type to allow future KPI values to be sourced for a custom date range.
  • UI/UX Refresh
    • Implemented standardized page layout framework being progressively rolled out across modules, with updates completed for:
      • Meetings.
      • Portfolios(PMO)/Organisation Management(CI).
      • Import/Export.
      • User Profile, Subscriptions, Delegations and Unavailability.  
Bug fixes:
  • Ideas/Initiatives 
    • Improved stage graphics layout - The 5-stage progress indicator now properly fits within column boundaries on idea and initiative lists for better readability
    • Enhanced text formatting - Paragraph breaks and formatting are now preserved when saving changes on the Idea Overview page
    • Accurate completion date handling - Copied initiatives no longer incorrectly retain completion dates from their source initiatives
    • Reliable department filtering - Initiative Card view now loads consistently when filtering by department without system errors
  • My Actions
    • Smoother My Actions experience - The 'My Actions' slide-out panel now loads without error messages and handles exceptions gracefully
  • Value Hound
    • Enhanced 'Add VDT' functionality - The '+Add VDT' button now operates correctly even when no VDT definition is configured
    • Improved chart accuracy - VDT Parent Node Charts now properly display Reference Nodes for complete visualization
    • Cleaner import experience - Eliminated misleading error messages that appeared during VDT library imports
  • Emissions Management
    • Enhanced scenario planning reliability - Scenario Planning, Forecast, Initiative Impact, and MACC functions now handle cases with no configured activities without errors
    • Targeted feature visibility - Emissions warning modals no longer appear on client sites without the Emissions feature enabled
  • APIs and Data Processing 
    • Improved Bulk Ideas API - Resolved errors that occurred when source and path values were null, ensuring more reliable data retrieval
    • Enhanced KPI processing - Fixed KPI Processor errors that were causing job processing failures, delivering more stable data handling
  • Imports/Exports
    • Reliable KPI imports - KPI target imports now process successfully without system errors
  • Administration
    • Restored role creation - Administrators can now successfully create new user roles from the User page
    • Fixed RAR e-mail functionality - Resolved unauthorized errors that prevented users from emailing Risk Assessment Reports
  • Emailer
    • Enhanced Daily Mailer reliability - Improved delivery performance and reliability of the Daily Mailer Notification system
    • Accurate organizational context - Daily To-Do emails for Overdue Actions now correctly display Organisational Structure names for better clarity
  • UI/UX Refresh
    • Improved KPI widget layout - Fixed padding issues that were causing unnecessary scroll bars in KPI widgets
    • Accurate import guidance - Corrected the Rules and Sample link on KPI import templates to navigate to the proper help page

For Version 2.11.1 (Released 21/01/2025)

  • Emissions Management
    • Improved trend analysis - Emissions Non-Financial Benefit trends now display correctly by Category, providing accurate environmental impact insights
    • Corrected scope calculations - Emissions Scope values now properly incorporate VDT Reference node values in the Idea/Initiative Overview for more precise reporting
  • Help Guide
    • Updated documentation - Removed outdated interface materials, focusing exclusively on current platform guidance for a cleaner help experience
  • Ideas/Initiatives
    • Accurate financial widgets - Performance and Overview pages now correctly display current month data and Forecast-to-Actual variances
    • Corrected benefit calculations - Non-Financial Benefit calculations in grid view now properly source Actual values from KPI nodes
    • Fixed performance charts - Run Rate widget now accurately displays negative forecast and ongoing benefits
    • Reliable KPI reporting - KPI nodes with 'No Impact on benefit' setting now reflect correctly in Benefits reports, API, and downloads
    • Smoother review process - Eliminated errors when loading the Idea Owner Review
    • Better date display - Portfolio and workplan dates no longer overlap with Action names for improved readability
  • Pipeline Targets
    • Persistent target changes - Bottom-Up target modifications now save correctly following confirmation messages
    • Cleaner modal behavior - 'Reason for Changes' modal in Pipeline Targets no longer appears unnecessarily when no changes are made
  • Value Driver Trees
    • Improved chart clarity - VDT Parent Node Charts now use distinct colors to differentiate between Actual, Baseline, and Target lines
    • Reliable library imports - Fixed cross-site KPI dependency issues during VDT library imports
  • Import/Export
    • Complete file names - Workplan exports now handle special characters like "/" without truncating filenames
    • Accurate status tracking - Export Job indicators now correctly show completion status instead of remaining stuck in "Processing"
    • Corrected validation - TRL/CRI imports now properly enforce field relationships and cascading dependencies
    • Fixed value representation - Idea Exports now display correct positive/negative values for 'Total Cash Flow Actuals'
    • Reliable export process - Resolved errors that occurred when exporting Ideas/Initiatives and KPIs
  • Search & Filtering
    • Responsive filtering - Portfolio Workplan date filters now properly update the displayed content
    • Fixed search functionality - RAR & Meetings module search now returns Initiative results without requiring portfolio pre-filtering
  • Value Hound
    • Robust date validation - Custom Period settings in VDT definitions now prevent invalid date range configurations
    • Fixed import experience - 'Outcome' selection now works properly in the VDT Library Import dialogue
    • Smoother loading - Eliminated duplicate loading indicators when accessing linked Value Hound VDTs
    • Better error handling - Improved validation for VDT name character limits
    • Updated template support - VDT Templates now properly accommodate constant node changes during imports
  • UI/UX Refresh 
    • Consistent symbol placement - Units of Measure symbols now appear in the configured position (front or behind values)
    • Accurate action indicators - Outstanding Actions Indicator now displays correct counts when assigning actions
    • Optimized scrolling - Risk Management sections only show scroll bars when content requires scrolling
    • Better spacing - Improved layout between numerical values and Units of Measure to prevent overlap

For Version 2.11.2 (Released 30/06/2025)

  • Meetings
    • Administrators can now reschedule meetings without errors - Previously, users with admin permissions encountered unauthorized errors when moving meetings to different dates
    • Rescheduled meetings now appear correctly in Calendar Day View - Meetings moved to new dates will properly display in your daily calendar view
    • Meeting reminder notifications work reliably - You will now receive reminder emails when meeting times are changed or updated
    • Improved reminder targeting - The system now correctly excludes deleted and inactive users from receiving meeting reminder emails, reducing unnecessary notifications
  • Ideas/Initiatives
    • Completed actions display correctly - Actions marked as complete in Workplan view now show the proper status on Initiative Card view instead of appearing as overdue
    • Portfolio Schedule imports work reliably - Fixed critical errors that occurred when importing schedules where actions incorrectly referenced themselves as parents
    • Gantt charts work at any browser zoom level - You can now use Workplan Gantt functionality regardless of your browser's zoom setting
    • Cash Flow calculations are now accurate - Both Cash Flow tables and investment evaluation tables now calculate values correctly
    • KPI charts show the right time periods - KPI pop-up charts on VDT nodes now display data for the period you've selected in the Benefit View, not the current period
  • Value Hound
    • Access deeper node levels - Removed the 3-level limitation when selecting nodes during VDT library imports, giving you full access to your tree structure
    • Outcome level selection works properly - You can now successfully select and save Outcome levels when importing from the library
    • Reliable tree downloads - Fixed errors that occurred when downloading VDT trees with reference nodes
    • Consistent chart colors - Legend colors in Attribution Analysis now match the actual chart elements for better clarity
  • Site Configuration
    • Full breadcrumb navigation - Added complete breadcrumb trails in Full-screen mode for all Site Configuration pages in Portfolios and Organisational Structure modules
  • UI/UX Refresh
    • Better button spacing - Added appropriate margins between action buttons and screen edges in Risk view for improved usability