01/09/2025

The following is included in version 2.11.0


In this article


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

For Version 2.11.2-1 (Released 07/07/2025)

  • Multi-Site Access Control
    • Enhanced site-level security - Users with access to specific sites can no longer view ideas from other sites they don't have permission to access, even when those ideas share similar role permissions. This ensures proper data isolation across your multi-site environment.
  • APIs
    • Improved Cumulative Benefits API performance - Resolved timeout issues that were causing 504 Gateway Time-out errors across all API versions (V2, V3, and V4). The API now processes requests more efficiently, providing faster and more reliable access to your cumulative benefits data.

For Version 2.11.2-2 (Released 10/07/2025)

  • Meetings
    • Consistent time display - Meeting times now appear accurately across all calendar views and properly reflect your local timezone settings, eliminating confusion about when meetings are scheduled
    • Improved meeting moves - Moving meetings no longer creates duplicate entries or triggers false scheduling conflict warnings, ensuring clean calendar management
    • Enhanced calendar consistency - Meetings now display reliably across daily, weekly, and monthly calendar views without discrepancies
    • Fixed Day View visibility - Successfully moved meetings now properly appear in the Calendar Day View instead of disappearing from the display
    • Smoother meeting repositioning - Dragged meeting occurrences no longer show temporarily on incorrect dates during the move process, providing a cleaner user experience
  • APIs
    • Faster Cumulative Benefits API - Significantly improved loading times for the Cumulative Benefits API, reducing wait times when accessing your benefits data

For Version 2.11.2-3 (Released 23/07/2025)

  • Meetings 
    • Resolved permission-based access - Users with appropriate role permissions can now successfully capture and record meetings in which they are participants, eliminating workflow disruptions 
  • APIs
    • Faster data retrieval - Significantly improved loading times for the Bulk Ideas API, reducing wait times when accessing large datasets of idea information
    • Complete audit log data - The IncludeAuditlogs property now returns comprehensive audit information including actions, stages, risks, and other idea-related data instead of limiting results to ideas only
    • Fixed action data retrieval - Resolved issue where the IncludeActions parameter would return empty results, ensuring you can now successfully retrieve action data when needed

For Version 2.11.2-4 (Released 29/07/2025)

  • Reports 
    • Enhanced custom field filtering - The Cumulative Benefits Report now properly updates and displays results when custom field filters are applied, ensuring you see accurate, filtered data that matches your selected criteria

For Version 2.11.3 (Released 01/09/2025)

  • Administration
    • Flexible field updates - You can now add new options to existing Multi-Select and List field types without encountering blocking errors
  • APIs
    • Accurate status display - On Hold, Cancelled, and Archived Ideas now show correct stage information in the BulkIdeas API, matching what you see in the system
  • Dashboards
    • Streamlined user access - Fixed issues preventing removal of users from Dashboard Access
    • Better field alignment - Improved display of "portfolio to load on default dashboard" field values
    • Clean risk display - Deleted Risk Items no longer appear incorrectly on the Risk Dashboard widget
  • Ideas/Initiatives
    • Smoother VDT access - Resolved errors when navigating to Idea Value Driver Trees
    • Faster downloads - Initiative downloads now complete more efficiently with improved processing times
    • Better action tracking - Completed actions in the performance tab now disappear immediately as expected
    • Complete PDF downloads - Custom fields now display full content instead of just titles in PDF downloads
    • Accurate calculations - Fixed Bottom-Up Pipeline targets export file calculation errors
    • Editable pipeline fields - The Desired Value field in Pipeline Targets is now properly editable
    • Improved import notifications - VDT import system now properly notifies you when imports are completed
    • Better approval process - Fixed Approvals Checklist modal so approve/reject buttons remain accessible even with long checklists
    • Preserved stakeholder assignments - Changes to Idea Definition workflow roles no longer result in lost stakeholder assignments
  • KPIs
    • Flexible KPI deletion - You can now delete KPIs that are linked to ended meeting series
    • Consistent chart display - KPI Actual Values charts now match the values shown in side panels
    • Accurate status indicators - Fixed color status inconsistencies between KPI nodes on an idea's VDT and corresponding KPI charts for the same period.
  • Meetings
    • Smoother editing experience - Fixed issues when editing meetings and adding Processes
    • Flexible meeting naming - You can now edit meeting names directly via breadcrumb navigation
    • Complete meeting visibility - Upcoming meeting slide-out now shows all meetings scheduled for today
    • Accurate time zones - Meeting reminders now display correct times across different time zones
  • RARs
    • Consistent compliance reporting - RAR compliance percentages and colors now match front-end report display for accurate assessment tracking
  • Reports
    • Reliable custom field filtering - Cumulative Benefits Report now properly updates when custom field filters are applied
    • Accurate benefit filtering - Non-financial benefits filtering now correctly updates chart displays
    • Persistent filter settings - RAR Compliance Report now retains filtered information and cache settings properly
    • Consistent Excel exports - Cumulative Benefits Report Excel downloads now maintain consistent formatting based on your site's Cash Flow Categories
    • Complete data display - Cumulative Pipeline report now shows values in tables that correspond with chart data
    • Accurate status filtering - Progress status filters in Cumulative Pipeline Report now properly display off-track initiatives
    • Primary field results - Cumulative Benefit Report now returns Actual Benefit results for primary fields
    • Select list filtering - Custom select list filtering now returns applicable results as expected
  • Security Improvements
    • Critical security vulnerability resolved - Fixed a critical issue that allowed users with basic permissions to gain unauthorized administrator access
    • Strengthened section access controls - Users can now only access Emissions Activities, Value Hound analysis, and Reports sections they have proper permissions for
    • Protected user data and settings - Prevented unauthorized access to Initiative data, file management, user delegations, and availability settings
    • Enhanced file security - Improved file access controls to ensure users can only view files they're authorized to access
    • Improved session management - Changing your password now automatically logs you out of all other devices for enhanced security
    • Stronger password requirements - Updated password policies to ensure better account protection
    • E-mail abuse prevention - Added limits on e-mail sending to prevent system misuse
    • Enhanced data protection - Fixed vulnerabilities that could allow malicious code execution and improved input validation
    • System hardening - Updated server components and security configurations to address known vulnerabilities
  • Access and Notifications
    • Reliable access - Fixed Access Denied errors that previously required page refresh to resolve
    • Better PowerBI integration - Resolved report embedding issues in RARs & Meetings
    • Real-time notifications - Notification slide-out now updates immediately when meeting dates or times are changed via calendar dragging
    • Improved view switching - Fixed errors when switching to Card view in Meetings
  • Error Handling
    • Graceful error management - Implemented better error handling for unexpected application errors, preventing grey error screens and providing clearer user guidance