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Primavera Cloud

Review the new features added in 2021 and earlier.

Version 21

21.12 Features

Spotlight

Feature Area	Description
Administration	The Import/Export Configuration Data option for workspaces now includes Currencies, Custom Logs, and Custom Log Types. For example, when selecting Export Configuration Data for a workspace, Currencies, Custom Logs, Custom Log Types, codes and configured fields are now included in the export.

Enhancements

Feature Area	Description
Integration	Enhancements have been made to project-level business flows to integrate more data between Primavera Cloud and P6. Additional objects and fields have been mapped when sending Primavera Cloud project data to P6. Also, a new business flow has been added: Send Primavera Cloud project data to P6 for Schedule.
Resources	Show or hide time-phased data on the Resource Assignment List page. Use the new Layout menu to display only the grid with assignment details, or the spreadsheet with units and costs spread over time. Use this option when analyzing project, workspace, or program resource assignments.
Tasks	New and vibrant colors are now available when assigning companies to tasks. This allows more companies to be assigned and easily identified in various charts.
Workflows/Forms	Use the Project ID to search for a project in the Start Workflow dialog box. In previous versions, the Project Name was required to locate and assign a project to a workflow. Now, both Project Name and Project ID can be used to locate and select projects.

21.11 Features

Spotlight

Feature Area

Description

Dashboards/Charts

Create dynamic charts in Dashboards to display data based on the current date, week, or month. In the Configure Chart panel, create a filter condition and then use the Date list to select current day, week, or month. With this filter applied, the chart will display data based on the current date, week, or month. For example, if the filter for This Month is selected, and the current month is October, then data for October is displayed on the chart. On Nov. 1, the same chart will display data for November, and so on.

Enhancements

Feature Area	Description
Administration	Coming soon, system notifications for Primavera Cloud will be sent from a new email address: [e-mail]. Please ensure this email address is not blocked by spam so you can continue to receive Primavera Cloud email notifications. Currencies and Curve Profiles are now available to import or export with workspace configuration data.
Costs	When recalculating costs on the Summary Cost Sheet, an additional option has been added to recalculate the projects individually first before aggregating the Summary Cost Sheet totals. This allows you to analyze the most up-to-date cost information across all projects in the workspace. Projects that have CBS codes inherited from a workspace can now be moved to another workspace without restriction errors. The assigned workspace CBS code will be converted to a project-level CBS code, making it easier to move projects. After projects are moved, an option to synchronize the project CBS to the new workspace CBS is also available.
Dashboards/Charts	Additional chart subject areas are available for portfolio and program dashboards. Some additional areas include: Budget Transactions Project/Workspace Cost Sheets Issues Scope Items   Table charts now display all available cell text. In previous versions, text was cut off unless the chart was large enough to display the entire cell. A scroll bar has been added to cells in table charts to allow the review of all available data.
Files	When downloading or checking out large files, the process will run in the background and notification will be sent when the process is complete. In previous versions, the Files page would be locked, preventing any action until the process completes. On the Files page, documents can now be added to child folders when grouped by codes. In previous versions, the child folders weren't visible in the picker when the page was grouped by codes.
Portfolios	Project is now available as an Aggregation Source to create project-level measures.
Reports	Evaluation score is now available as a column for Program subject area reports.
Workflows/Forms	Use the Update Field task in Workflows to automatically populate/change standard and custom date fields in Projects and Risk. For example, automatically change the Project Planned Start date when a project proposal is approved. For example, when the workflow task step is complete, the Project Planned Start date is automatically updated based on values defined in the Workflow Configuration. Updated values can be a specific date or calculated based on other date fields.

21.10 Features

Spotlight

Feature Area

Description

Risk

Analyze schedule and cost impact data for individual Monte Carlo iterations when you run a risk analysis. A new Iteration Analysis tab on the Risk Analysis page captures risk, activity uncertainty, and weather impacts on the schedule for each activity and the project as a whole – and the overall cost impact for each of the first 50 iterations of a risk analysis. View the tab as a grid with configurable columns that display impact data, or as a Gantt chart whose bars reflect the impacts on the original deterministic schedule. Step forward or backward through the analysis iterations or go directly to a particular iteration in either the pre-response or post-response context. Detail windows in the tab display which risks impact a selected activity and how those impacts affect the activity's relationships. The feature helps risk managers ensure that a risk analysis is operating properly and helps project stakeholders better understand and buy into the risk analysis process.

Enhancements

Feature Area	Description
Files	Download multiple files and folders to a .zip archive. Select a folder or files and then right click and select Download as .zip. Existing folder and file hierarchies are preserved after the .zip is expanded. Note that files or folders that are excluded based on user permission settings are not included in the downloaded .zip archive.
Licensing & SKUs	Users with the Oracle Primavera Schedule Single Project Cloud Service licenses now get access to non-production workspace for testing in addition to their contracted project. Also, users can create additional projects, or import P6 XML or Microsoft Project projects to support their contracted project.
Portfolios	Measures calculated through job services can now be canceled if the process takes too long or no progress is apparent.
Risk	Use the Apply Activity Uncertainty dialog box to apply different uncertainty ranges to groups of activities by applying uncertainty to filtered or selected activities only. This feature enables risk managers to easily fine-tune uncertainty for a specific WBS element -- for example, without having to change the uncertainty for individual activities one at a time.
Schedule	The Activity Usage histogram on the Activities page enables you to view labor and activity costs across all activities in a project. Select an activity on the grid to view Planned, Actual, and Remaining units or costs – as well as Planned and Earned Value and Estimate to Complete values in the histogram on the Project Usage panel. The histogram enables cost engineers to identify actual costs incurred on activities, analyze earned value against a baseline for planned work, and more accurately forecast the work required for future scheduled activities.

21.9 Features

Spotlight

Feature Area

Description

Schedule

Primavera Cloud now provides resource and activity cost calculations as an extension of the Scheduling and Leveling processes. The Recalculate Costs command has long been available on the Activities page Actions menu, but a new option is added to the Schedule and Level dialogs that recalculates costs when scheduling or leveling is completed. This ensures that costs are accurate based on any new activity dates.

Enhancements

Feature Area	Description
Custom Logs	Audit fields – Date Added, Added By, Last Modified By, and Date Last Modified – are added to Custom Logs items. Create formula type configured fields for Custom Logs. In previous versions only manual type was available.
Integration	When modifying business flows for integration, you now have the ability to delete and revert modifications to the fields by resetting to the default mappings. This is available for all out-of-the-box field mappings in Integration.
Lean	A new action item, Deliver, has been added for task constraints. It's available on the Constraints context menu for constraints that have a status of Planned or Not Planned. Selecting this action item will mark the constraint delivered with the current date.
Reports	In reports, the Portfolios subject area now includes programs. This provides the ability to view programs and information for one or more portfolios.
Resources	Customize the left grid of the Resource/Role Usage histogram and spreadsheet with resource and role assignment columns. Multi-column grouping and sorting are supported, and configurations are saved with the view.

21.8 Features

Spotlight

Feature Area

Description

Portfolios

Budget Planning columns are organized into four sections for better usability: Section 1: Includes columns for Project State, Name, Discussion, and Linked. These cannot be changed. Section 2: A new column selector is added to select which columns to display with just one click. Past and Future totals is moved to this section. Previously it was displayed in the time phased cost distribution section. Section 3: A column displaying Totals. This column cannot be changed. Section 4: Time phased cost distribution.

Enhancements

Feature Area	Description
Portfolios	Program is added as an aggregation source for project measures. This allows you to reference a program value for a project measure. In previous versions, only activities and risk were available as aggregation sources.
Programs	Support for Program fields now enables you to create Program Measures using program values as the source.
Reports	A Description field is now available for reports. Add a description to a report to indicate its purpose, and help identify it in the list of reports. Program reports are enhanced to include financial fields. Create a report with Programs as the main subject area, and then add fields from the new Financial section -- such as cost curves, Net Present Value, and Return on Investment. Primary Program is now available as a field to display in reports or charts where project is the main subject area. Task Constraints is now available as a main subject area and supporting subject area for reporting. Run Report has also been added to the Constraints page for quick access.
Resources	Grouping is added to the Project Usage layout. On the Activities page in Schedule, the Project Usage layout can now be grouped by resource and role fields. For example, group resources by a code to identify a set of resources and analyze their allocation.
Schedule	Project-specific calendars can now be assigned to project-specific resources. Previously, a project-specific calendar could be assigned only to the project in which it was created and to activities within the project. An identifier element is added to P6 XML export files generated by Primavera Cloud in order to distinguish them from export files generated by P6. Start Milestones now display no Finish date and Finish Milestones no Start date in the Primavera Cloud user interface. Previously, milestone activities displayed both Start and Finish dates.
Usability	The ability to align text in columns is now available for pages such as Activities and Task List. Click the arrow to a right of a column heading, then use the Align Column option to align text left, center, or right. The All Workspaces page now includes vertical grouping bands for the workspace hierarchy. These bands help to better distinguish hierarchy levels. Fill down is now available on the All Projects and Portfolio Scorecard pages, as well as the Codes, Measures, and Configured Fields dictionary pages. Eligible fields on these pages will display a box in the lower right corner when selected. Click the box, and then drag down to copy the field value to the rows below. Column header options now appear as text. On pages such as Activities and Task List, click the arrow to the right of a column header, and a list of text options are presented. Previously, icons were used.
Workflows/Forms	Task Performers now appear in the Workflow Log. A column for Task Performers now appears in the Task Detail window. The email addresses of Performers, and the status of the task are displayed for each step in the workflow.

21.7 Features

Spotlight

Feature Area	Description
P6 XML	New enhancements to P6 XML import/export include: Ability to export baselines. Select all, none, or specific baselines to be included when exporting a single project. During P6 XML baseline export, unique object IDs are assigned to entity objects (Activity, Assignment, Relationship, WBS) across baselines per project. This follows the behavior of P6 and facilitates import/export of baseline data. Ability to exclude global calendars that are not being used by the entities being imported. This reduces the volume of data transferred and improves performance. Ability to import a resource hierarchy without a root resource node. This prevents import failure when a resource without a root node is included for import. A specific error message displays when a P6 XML import fails due to inclusion of one or more calendars with a null standard work week value. Calendar names are listed in the import log.
Tasks	Lean task hand-offs are enhanced to include the start-to-start type, and lag between tasks. Add a start-to-start hand-off between tasks so the successor can start when the predecessor has started. Also, add hand-off lag to create a delay or offset between tasks.

Enhancements

Feature Area	Description
Administration	A notification will appear that IE 11 is no longer supported for Primavera Cloud. Some features may no longer work. For more details on supported client and browser versions, refer to the Client System Requirements document available on Oracle Help Center.
Costs	You can now recalculate costs for multiple projects simultaneously on the Workspace Summary Cost Sheet. Use the Shift or Ctrl key to select multiple projects, and then use the Context menu to recalculate costs for the selected projects.
Dashboards	Text and Photo tiles are now availble on Program and Portfolio dashboards.
Files	Audit field columns for Added On Behalf Of and Modified On Behalf Of have been added to the Folder Templates page.
Integration	The following Risk object fields are now available in integration with Gateway: Actual Risk Cost Impact Actual Risk Schedule Impact Contingency Cost Impacted Date
Portfolios	Two new copy options, Portfolio Approved Budget to Planned Budget and Portfolio Proposed Budget to Planned Budget, have been added to the Cash Flow page. The new copy options are only visible if the source for the planned budget is set to Manual and the project is part of a scenario in a portfolio that is Proposed state or the portfolio is Approved.
Programs	Import programs using an Excel template. This feature includes the ability to upload multiple programs at one time. Due to performance limitations, the ability to recalculate costs is removed from the Program context.
Schedule	Additional fields are now available on the Relationships detail window, with data on multiple float paths. On the Activities page in Schedule, add the following fields to the Relationships detail window: Relationship Early Finish Relationship Early Start Relationship Late Finish Relationship Late Start Relationship Successor Free Float Relationship Successor Total Float

21.6 Features

Spotlight

Feature Area

Description

Schedule

Calculate multiple float paths through a project. A new Multiple Float Paths tab on the Activities page Schedule dialog enables you to specify whether to use Free or Total Float, the number of float paths to calculate, and the ending activity for the paths. This allows project managers to identify the critical and near-critical activities that most directly affect project progress and supports their efforts to complete important milestone activities and the overall project on time. Assigning relationships is now easier using the slide out panel. The new panel displays all activity IDs, names, and start and finish dates. It also displays predecessors and successors, allowing you to apply each type without having to close and reopen the panel. Use the panel to assign relationships to multiple activities simultaneously and remove relationships.

Enhancements

Feature Area	Description
Files	A Files detail window has been added to the All Projects page. Select View All Projects in the Object Selector, select a project, and use the Files detail window to view, link, and add files. You no longer have to log into each project to associate files with a project. Simply select a project on the View All Projects page and upload files in the detail window.
Programs	Strategy support for Programs now enables you to align programs to one or more organization strategies.
Schedule	The P6 XML import now supports files created with P6 Web Services. Previously, only XML files created with P6 EPPM or Primavera Cloud could be imported successfully. You can now use P6 Web Services to export a project as an XML, and then import it into Primavera Cloud.

21.5 Features

Spotlight

Feature Area	Description
Schedule	Define a custom period of time – every two weeks, for example – to capture and store actual units/costs after the project starts. On the Activities page in Schedule, update activities with actual units and costs. Next, run Store Period Performance to capture actual units and costs for the current reporting cycle. As the project progresses, track past periods for historical and billing purposes. Video
Programs	Use a query to select projects for a program. A Filter option in the Add Program wizard now enables you to select projects automatically via query and filters. Options on the Program Home page and in Program Summary & Settings enable you to make changes to queries at any time or to convert programs to manual project selection. Other Program enhancements include: Cash Flow settings support at the workspace level. Change an activity on the Program Activities page to a WBS in a different program project using the WBS picker on the grid.

Enhancements

Feature Area	Description
Costs	Project and program cash flow import now supports Capital and Expense cost curve data. Use rows to enter Capital and Expense curve data.
Dashboards	Risk is now available as a Main Subject Area on Portfolio reports.
Files	Copying, cutting, and pasting files/folders now supports renaming or discarding of duplicate items. For example, if there are duplicate files or folders in the destination folder, the system generates an error and highlights the duplicates until they are renamed or deleted.
Portfolios	The Prioritization Matrix page now only has one scroll bar. This allows you to adjust all columns to see all details. In previous versions, there were multiple scroll bars for each category.
Programs	Programs now allows activities to be cut, copied and pasted within and across multiple projects. This includes reassigning a WBS on an activity within the Program.
Reports	Custom Logs is now a Main Subject Area in Reports. Create custom logs to augment file organization -- for example, tracking meeting minutes and then generating reports based on the data included in the log.
Risk	Risk weather data is added to Copy Project. When creating a new project by copying an existing project, weather data is now included when you select Risks. New Risk fields – Actual Cost Impact, Actual Schedule Impact, Contingency Cost, and Impacted Date – are also supported in Copy Project.
Schedule	Projects can now be exported to P6 XML in a compressed file. When exporting projects to P6 XML, the new Export As setting defaults to Compressed XML. The All Projects page now displays a detailed error message if there is an issue calculating a configured field. For example, a message explains when a field used in a calculation does not contain a value.

21.4 Features

Spotlight

Feature Area	Description
Portfolios	The Budget Planning page has a new Programs view, allowing you to compare and select projects based on programs. View summarized project data for each program such as dates, costs, and configured fields. Projects are grouped based on the primary program set at the project level. This prevents projects that may be in multiple programs from being counted more than once. If the primary program is not set for a project, it will not display in a program grouping.
P6 XML	Import baselines only using P6 XML when a matching project is found in Primavera Cloud. This enables you to import baseline data from P6 that was not originally included with an imported project.

Enhancements

Feature Area	Description
Custom Logs	A new app is now available for custom logs. Open a project or program, then access custom logs using the app in the sidebar. Previously, custom logs were accessible as a page in the Files app.
Dashboards	New risk fields - Actual Risk Cost Impact, Actual Risk Schedule Impact, Contingency Cost, and Impacted Date -- are added to charts and dashboards. In addition, risk subject areas can now be exposed directly on Portfolio Dashboards.
Files	Files permissions are updated to allow view-only users to delete their own annotations. An annotation can only be deleted if no comments have been added by other users.
Portfolios	Planned budget, forecast, and actual cost curves can now be analyzed using sub-curves capital and expanse. On the Cash Flow page when the cost curves are set to manual, additional options are available to display capital and expense. The sub-curves must add up to the relative cost curve. The default column orders for Tracking Frequency and Aggregation Source for measures have changed, making them visible without scrolling. In previous versions, they were the last columns and not immediately visible. These columns are important to configure when creating measures at the project-, program- or workspace-level.
Programs/Portfolios	Set Primary Program for projects that may appear in more than one program. This feature prevents projects from being counted multiple times in a portfolio. The setting must be configured for projects that are a part of a portfolio in order to use the Programs View on the Budget Planning page. The Primary Program setting can be found In project Summary & Settings on the Details page, or by adding the Primary Program column to the Projects page.
Reports	Enhancements to Reports enable you to include: Activity codes and associated values in reports. Supporting Subject Area codes in Program reports. Strategy codes and values in Strategy Reports. Codes in reports that include Project as a Supporting Subject Area. Other enhancements to Reports enable you to: Run risk reports on Programs. Include new fields in Risk Reports - Actual Cost Impact, Actual Schedule Impact, Contingency, and Impacted Date.
Resources	The following enhancements have been added to the view options for the Project and Program Usage panels: Show Values on Curves. Previously, selecting the option to Display Values on Bars would cause values to be displayed on bars and cumulative curves. A new option allows you to specify whether or not values are displayed on curves, independent of values on bars. Show or hide the default calendar label. Display the data date line.
Risk	Create project measures using Risk as the source. Previously, all project measures in Primavera Cloud were based on activity fields. Now, standard and configured risk fields can also be used to formulate project measures. On the Measures tab of Project Defaults & Options in workspace Summary & Settings, select Risks in the Aggregation Source column, and the full range of risk fields are available in the Data Source formula section. The following new fields are added to the Risk Register: Actual Risk Cost Impact, Actual Risk Schedule Impact, Contingency Cost, and Impacted Date. The risk register Chart view is enhanced to display the number of weather risks included in the register.
Tasks	Task import from Excel is enhanced to support task codes. The import template now contains task codes and code values, allowing values to be assigned and imported with tasks. New code values can also be entered in Excel, and will be created in Primavera Cloud on import.
Workflows and Forms	The Date Picker has been redesigned in Forms. Improvements include a new look and the ability to enter time information along with the date.

21.3 Features

Spotlight

Feature Area	Description
Programs	Measures can now be created at the program level, allowing project managers to monitor project and activity-level attributes. Program measures are created at the workspace level under Defaults & Options/Programs. They are available to all programs in the workspace and viewable on the Programs page.

Enhancements

Feature Area	Description
Dashboards	Use Company colors to represent data on charts and dashboards. For example, create a stacked vertical bar chart to display task count by company. Colors that represent each company on the chart are the same colors that identify tasks on the Work Plan page – making it easier to identify tasks by company, and compare the work plan to charts on dashboards.
Files	Configure the length of text fields in the Files app. Create custom text fields to capture information on files. The default Field Length is set to 255 characters, however you can set a custom limit between 1 and 1,000 characters. Go to Summary and Settings for the workspace, Defaults and Options, and select File. Under the Configured Fields tab, click Add to create a new Column and then adjust the Field Length to set the character limit for each column.
Portfolios	Measures created for projects are now visible in Portfolios. Project measures are visible on the Scorecard, Scenario Comparison, and Selection Analysis views.
Programs	Default grouping on the Program Activities page is changed to Project. Previously, the Program Activities page was grouped by project but displayed Not Grouped in the Grouped By field.
Risk	New fields added to Risk. Actual Cost Impact, Actual Schedule Impact, Contingency, and Impacted Date fields enable risk managers to more closely track risk-related dates and costs. For example, compare these fields to contingency measures in the existing budget and schedule to make impact estimates. This data can also be captured using custom fields, but standard fields makes the data readily available for reporting across apps within Primavera Cloud as well as in separate applications such as Construction Intelligence Cloud.   Limits are added to Risk Weather period data: Maximum number of periods = 500 Earliest Period Start date = Project Start date Latest Period Finish date = Earliest Period Start + 20 years Maximum Period duration = 1 year Minimum Period duration = 7 days The limits are defined to accommodate most use cases while preventing performance issues caused by extreme values.
Schedule	Resource and role fields are added to the Activities page in Schedule. Analyze resource and role allocation by adding columns, grouping, sorting, and filtering activities by Resource Name, Resource ID, Role Name, and Role ID.
Tasks	Lean is renamed Tasks to better reflect its function--providing a solution for field task management as an extension of the CPM schedule. Although the app is renamed, the sidebar icon remains the same as does each individual page within the app. Project-level activity codes are now available in the Tasks app. View project-level activity codes for activities and their tasks, and use them to filter on Tasks pages. Previously, only workspace-level codes were available. The Tasks Hand-offs page now includes a toggle to turn Auto Reorganize on/off. Turn on Auto Reorganize to automatically organize tasks according to their hand-off chain lengths. Turn the option off to prevent tasks from moving as hand-offs are added and removed.

21.2 Features

Spotlight

Feature Area	Description
Calendars	Create project-specific calendars in project Summary & Settings. Some projects, such as a roadway repair that cannot be performed during busy drive times, may require a specialized calendar that is not shared by other projects in the workspace. Now, create these calendars without cluttering the workspace dictionary. Project calendars can be promoted to the parent workspace.

Enhancements

Feature Area	Description
Dashboards	Use colors assigned to codes to represent data on Dashboards. Assign colors to codes in Workspace Summary and Settings/Dictionaries/Codes and, when creating a chart, select a code in the Group By tab to display associated code values and colors on the chart preview.
Global Administration	Options for View Only and Administrator are now displayed for each object on the Permissions page. This feature prevents creating duplicate permissions sets that automatically come with the application. These permission sets are read-only and cannot be changed. In previous versions, these permission sets were only visible in a pick list when assigning user security.
Lean	Quick Filter options in Lean now include activity codes. Add up to five workspace-level activity codes to the Quick Filters in Lean. This provides an additional option to identify activities and tasks.
Reports	Add codes to reports for programs and ideas. When adding a report, use either the Programs or Ideas Main Subject Area, and then add a column for each code that will appear in the report.
Resources	Perform Full-Time Equivalent (FTE) analysis for resources and roles on the Activities page. On the Project Usage detail window, turn on the FTE option for resource and role usage to view the number of full-time employees required to complete the assigned work. Use this option to perform a simple analysis of the project's allocation, eliminating the need to consider resource and role calendars.
Risk	Risk weather data is now supported for Excel import to the Program risk register.
Workflows and Forms	Set workflows to start automatically when alerts are triggered or thresholds are reached. For example, set a project workflow to run when an alert is initiated for a project. Or set a portfolio workflow to run when a threshold is reached for a portfolio planning period.

21.1 Features

Spotlight

Feature Area	Description
Risk	A new risk type – Weather – is added to the risk register to model working time uncertainty due to poor weather (high winds, high seas, etc.) that may interfere with project work. When the new risk type is invoked, a Weather details window allows you to define the affected time period as well as the distribution of its estimated impacts. During a risk analysis, the weather data is used to add non-working time to the calendars of the activities mapped to the weather risks. Video
Redwood UI	Primavera Cloud has been updated with a new look using Oracle's Redwood Lite theme. This move is part of Oracle's standard to unify the user interface across all products. Icons and fonts are different – but all navigation, features and functionality are the same.

Enhancements

Feature Area	Description
Codes	Create activity codes at the project level. Previously, activity codes could only be added at the workspace level, potentially causing a large list of codes to be visible in all projects. Limit the visibility of codes and code values by adding them only to applicable projects. This change also enables activity codes to be imported from, and exported to Primavera P6 at the project level.
Lean	Lean view settings are enhanced to better control the WBS and activity data displayed. Filter by WBS and activity codes on the Work Plan and other Lean pages. Use these new filters, along with the planning period settings, to limit the WBS and activity data displayed.
Portfolios	Project Measures are now available on the Budget Planning and Analysis View pages for projects in the portfolio. In previous versions these measures were only available as columns at the project level.
Programs	Programs can now use cash flow rollups from their individual projects as a source for program cash flow curves.
Projects	The Add Project wizard now requires you to use Step 2 to select data you want copied when using the copy project option. In previous versions, if you clicked Finish on Step 1 of the wizard, no project data would be copied.
Resources	The actual and remaining cumulative curves in the resource/role usage histogram on the Activities page have been adjusted to fit industry standards for resource S Curves. When the actuals curve is displayed in combination with other curves, the curves are combined rather than displayed separately.
Risk	The new default risk type is changed from Proposed to Open.
Schedule	The Activities page in the Schedule app now enables you to view earned value data directly on the grid. A comprehensive range of earned value columns are available for activities, WBS elements, and the project as a whole. Choose the project baseline used to calculate and analyze earned value on the Earned Value tab in project Summary & Settings. Schedule baseline and scenario security privileges have been reorganized into three distinct sets: one set for the current schedule, another set for scenarios, and the third set for baselines. Previously, schedule baselines and scenarios were covered by overlapping privileges.
Summary & Settings	Formula configured fields have changed as it relates to formula evaluations. When a configured field value is changed and an error occurs during the formula evaluation, the value is now blank. In previous versions when the configured field was updated it kept the previous value. This may also impact measure trend lines that use formula configured fields. When formulas are recalculated, any values that cause an error in a formula will show a blank value.

Version 20

20.12 Features

Spotlight

Feature Area	Description
Status Page	The Oracle Primavera Cloud Status Page alerts you to events in the data center that may affect your Primavera Cloud instance – for example, maintenance announcements, performance degradation, and outages. Access the Primavera Cloud Status Page here: https://statuspage.gbucnss.oci.oraclecloud.com/status/CEGBU_primavera_cloud_prod/ For more information about the Status Page, the events covered, and how to subscribe, view "Where to Get Status": https://docs.oracle.com/cd/E80480_01/English/for_more_information/233258.htm
Portfolios	Prioritization Matrix now allows import of project and program evaluation data into the matrix. All evaluation categories and rank values must exist in the application prior to import. Download the import template to ensure all valid fields are included.
Programs	Programs now enables you to use filter queries to view projects available for selection, enabling program managers to maintain project lists based on specific criteria. This functionality already exists for selecting projects in portfolios. Program filter criteria can be set in the Add Program Wizard, Program Settings, Program Listing page, and Program Home page.

Enhancements

Feature Area	Description
Files	When clicking on an annotation on the Annotations tab of the Files page, the file preview is displayed and the selected annotation is now automatically displayed in the right pane. In previous releases, clicking an annotation would launch the file preview, but the selected annotation was not automatically displayed.
Funds	On the Fund Sources page, newly added allocations are now indented and grouped by project, program, or workspace. In previous releases, new allocations were initially added as new line items and only indented and grouped after saving.
Portfolios	Populate a portfolio with projects from one or more programs. When creating a filter, Programs is available as a field criteria option. The portfolio can also be populated by excluding projects that exist in a program.
Schedule	Special characters are now available to use in activity auto-numbering. Set activity auto-numbering in the project or workspace Summary and Settings. Add any unicode character to the prefix section to use special characters in activity auto-numbering.
Summary & Settings	The 4,000-character limit was removed from configured fields. This improves the ability to add user-defined formulas to utilize look-up tables.
Usability	Data Entry On grid pages that support grouping, use the Insert key on your keyboard when a grouping row is selected to add new records. Previously, this could only be performed by pressing Ctrl+Insert. As an example, when a WBS grouping row is selected on the Activities page, press Insert to add a new activity row below it. Activity Name is the default field when adding a row on the Activities page. Regardless of how columns are arranged on the Activities page, when you add a new row the first active field is always the Name field. This is helpful when adding several activities in sequence. Click OK on a Date Picker to commit the selected date. This saves a step when changing several dates in a row. Named Views On pages that support Named Views, saved views are now sorted alphabetically in the Manage Views dialog (previously, there wasn't any specific order). This order will now be reflected in the Views drop-down when selecting a view to apply to a page. In addition, the Views drop-down has been extended so that users can see a longer list of views before having to scroll.

20.11 Features

Spotlight

Feature Area	Description
Dashboards	Use charts to display program data on dashboards. A new charts widget is added to the Dashboards app in Programs, enabling you to select charts, use custom-built measures, and track key program metrics on dashboards.
Reports	Promote User Reports to the project and workspace levels. User reports first promoted to the project level can be subsequently promoted to the workspace level.

Enhancements

Feature Area	Description
Custom Logs	The Custom Log Permission Set field is now included in the Add Program wizard. Named views are added for custom logs. Customize the data displayed when viewing a custom log, save the view to re-apply at another time, and apply to other logs.
Dashboards	Pivot tables now support the configuration of multiple rows and columns on charts. In addition, multiple aggregation types are now available to select from when calculating totals.
Files	The Cut action is removed for a file to which a user has permissions -- if the user lacks permissions to the folder where the file resides. The Annotations detail window is now locked for file types that do not support annotations, such as audio and video files.
P6 XML Import	P6 XML import time for large projects is improved. In addition, a new error message for P6 XML import informs users that duplicate roles were found and to ensure role IDs being imported are unique.
Programs	The Add Program wizard now displays the program creator as a program Admin by default.
Reports	In reports, Activities - Resource Assignments and Resource Assignment subject areas now includes assignment cost and corresponding baseline fields. This provides the ability to view cost data in a report format.

20.10 Features

Spotlight

Feature Area	Description
Dashboards	The Dashboard Editor features a new design that makes it easier to display data: Drag-and-drop to add/remove tiles from the Dashboard Editor canvas. Double-click a tile to add it to the canvas. Keyboard shortcut support: Tab to navigate tile options; Enter to move the selected tile to the canvas. Use the search field to locate tiles. Additional tile sizes allow for more efficient use of screen space. Video
Schedule	P6 XML import/export is enhanced to include resource assignment and direct activity costs. Resource assignment and activity costs were recently added to Oracle Primavera Cloud, and P6 XML import/export capabilities have been upgraded accordingly. P6 XML performance has also been improved to increase the speed at which information populates the dialog box grid.

Enhancements

Feature Area	Description
Files	Custom log data can be included with the download import template. This enhancement allows you to update existing custom logs and import new custom logs using the download template. Custom logs and columns for the project or program are included when choosing a template. Restrictions are removed from View Column Name and Column Label in Configured Fields. View Column Name now allows spaces and no longer needs to be capitalized. The Column Label no longer has character restrictions. In Files. the folder hierarchy is restricted to a maximum of 30 levels. A prompt is added to the Files List page when dragging and dropping files. When the Files List page is grouped by code, and a file is dragged and dropped on to the page, a dialog will appear to select the folder where the file will reside.
Lean	Lean task hand-offs can now be imported with an XLS file. Fill out the new Hand-offs tab in the task import template and then import the tasks in Primavera Cloud. Lean commitment date fields are expanded. The Committed Due Date field is renamed to Current Committed Due Date. A new field is added to store the Original Committed Due Date, providing increased visibility into task commitment history.
Programs	The Program Cost and Funds app now provides a Funds Register to manage funds allocated to a program. This allows you to update appropriated and consumed funds. Other enhancements to program Cost and Funds include: The Fund Totals tab now updates concurrently with changes made on the Funds tab. Support for budget line transfers are added to charts and reports.
Reports	The subject area label for reports are no longer translated in other languages for XML output. In previous versions this prevented BIP layouts from being shared across users in different regions. While the subject area label is never used on the BIP layout it is required in the path to fetch the data correctly.
Schedule	Activities can now be grouped by configured fields. Use configured fields to enter and track activity data that is specific to your organization. Use grouping to organize activities according to their calculated field values. Resource cost fields are now available to add to reports. For example, create an Activities report with actual and remaining labor and non-labor costs. The ability to add lag to completed activities is removed. Completed activities with positive remaining lag cause issues in several areas. For example, an error is generated when attempting to import a project with these activities.
View Settings	Create customized group color themes in views. The color palette has also been expanded, enabling you to create views using your own branding colors in grouping bands. Themed colors are saved with views, allowing you to have different color groupings with each named view.
Workflows and Forms	Add links to an external Web page on forms. For example, add links to vendor websites on a resource contact form so stakeholders can review contractors prior to approving a proposal. (In previous versions of Primavera Cloud, links on Forms were used to navigate to pages in the app.) External URL support is available on forms set to the following context types: Budget Budget Change Budget Transfer Idea Portfolio Portfolio Project Project Risk Additional enhancements include: Open app page links in a new browser tab. In workflow steps and forms, click on the icon that appears next to a link to open it in a new browser tab. Link to Global Admin/Integration app/Synchronize page from within a form. Use the Synchronize link in forms so stakeholders can easily navigate to the Synchronize page from within workflows. For example, embed the link in a form/workflow step that alerts a system administrator to start the synchronization of task data between P6 and Primavera Cloud.

20.9 Features

Spotlight

Feature Area

Description

Programs

Transfer budget items within a program. Previously, a program and the projects it includes each had their own budgets. The budgets were created, approved, and administered separately. Now, financial managers can transfer funds from the program to the projects, from the projects to the program, and from the projects to each other. This feature gives program directors new flexibility for maximizing the results of their programs.

Enhancements

Feature Area	Description
Files	Codes assigned to files are now included when projects are copied.
Lean	Recommitting Lean tasks is streamlined with the new Recommit Task window. Right-click a task on the Workplan or Handoffs page and select Recommit Task. The window displays only the Due Date, Reasons Missed, and Comments fields. Recommit a task by updating only these fields, negating the need to view all task details. You can also open the Recommit Task window by clicking the Commitments icon.
Programs	Other program enhancements include: Add Activity action is available when the Activities page is grouped by WBS. Projects sort alphabetically in hierarchical groupings on the Activities page.
Schedule	Activities can now be grouped by total float. This gives the ability to find the most critical activities. Lean task data is now included when exporting a project to P6 XML. Import the XML into P6, and view Lean task data alongside the project schedule.

20.8 Features

Spotlight

Feature Area

Description

Schedule

Cost-load the project schedule with resource assignment and direct activity costs. Generate costs with rates on resources or apply costs directly to activities without resource assignments. This feature provides for a cost-loaded schedule, which is required by contract for many projects. It also facilitates accurate billing based on schedule progress. Choose from multiple rates or use a custom rate. Recalculate costs at any time. Video

Enhancements

Feature Area	Description
Custom Logs	Custom logs are now available for programs and workspaces, and they can be copied with projects. Create custom logs to organize program documents. Configure logs at the workspace level, and make them available to the workspace's projects and programs. In addition, custom logs can now be copied when creating a project from an existing project or template.
Dashboards	Toggle between the base and project currencies in Dashboards. From within a project, go to the Dashboard List page and use the Project Currency toggle to switch between the base currency (the default currency set at the workspace level) and the project currency, which is assigned to a specific project. Navigate directly to the Create Charts page while configuring a dashboard. While editing a dashboard, click the Create Chart button to open the Charts page, create a chart, and then add it to a dashboard tile without leaving the Manage Dashboards page.
Lean	Use the new Constraints page in Lean Scheduling to record and manage outside factors that affect task start dates, such as RFIs, permits, and safety issues. Track the constraint type, responsible party, and dates promised and delivered. Link constraints with a task, and then ensure the constraints are resolved before committing the task due date.
Portfolios	A new waterline option is available to automatically include projects above the waterline. This improves usability by not requiring you to select each project that meets the waterline limit.
Programs	Migration of Project Collections to programs is complete. Find all of your previously created project collections by selecting Programs from the Object Selector. Program reports can now be run directly from the Program Log page. The program Risk Register is now sorted – by default – by Risk ID and grouped by Source, with the project name displayed in the Name column in ascending alphabetical order. There was no previous default project sorting order.
Reports	Report on portfolio funds by project. Design reports to display portfolio data related to: Appropriated Funds Unappropriated Funds Consumed Funds Remaining Funds Total Funds
Schedule	Headers and footers with up to five sections and adjustable heights are now available. These enhancements, which equal corresponding print capabilities in P6 EPPM, increase flexibility in configuring headers/footers. Column sorting is removed from the WBS page. This is to ensure the WBS is sorted by hierarchy, allowing nodes to be rearranged. Use search to identify nodes on the WBS page.
Usability Enhancements	Pages now maintain their state after refresh. Previously, refreshing a page returned it to its default state, collapsing all menus and returning the user to the top of the page. Now, users are returned to selected rows and the state of expanded or collapsed menus remains after refreshing a page. Column headers now display an icon to indicate hierarchical sorting.

20.7 Features

Spotlight

Feature Area	Description
Portfolios	The waterline view has been improved. A new bar on the Budget Planning page displays waterline details such as total number of projects above the waterline, dates, and totals. Click the pencil icon on the bar to edit or configure waterline options. You can also select up to three ranking options to sort the projects. Video
Schedule	Primavera Cloud now supports import of P6 XML baselines/scenarios. Previously, the existence of workspaces and the rules for managing workspace-level data made the import process more complex than it is in P6. New overlay infrastructure in Primavera Cloud increases parity with P6 and supports users conversion to Primavera Cloud.

Enhancements

Feature Area	Description
Files	The Name column can now be expanded larger when viewing files in folder templates. This allows the full name of the files to be displayed. Folder Templates are removed from the workspace summary and settings dictionary. They now only appear in the Files app, eliminating the redundancy.
Reports	In reports, the Programs subject area now includes program cash flow. This provides the ability to view cost field values and other information for a program. When creating a report from an Inventory page, the main subject area now defaults to the context of the page. For example, on the Portfolios Inventory page, the report will default to portfolio as the main subject area. In previous releases – regardless of the inventory page – the report defaulted to workspace. Running a report at the workspace level for resources and roles will now include inherited resources and roles. In previous versions the reports did not display inherited data.
Workflows and Forms	Allow users to edit groups of fields on a workflow form. Previously, the ability to edit a form was limited to two options – set the entire form to editable, or set access on a field-by-field basis. You can now set multiple fields simultaneously by adding them to a group, and marking the group editable. You can now edit the name of a workflow form. This eliminates the need to copy and paste a form in order to change its name.

20.6 Features

Spotlight

Feature Area	Description
Lean	Simplify Lean task updates with configurable task cards. Customize data displayed when double-clicking a task on the Work Plan page and improve efficiency by including only the fields that are most important to you. Video
Platform	Assign colors to code values to enable color-coded Gantt bars. First, go to the workspace Summary & Settings, Dictionaries, and select Codes. Add a new code and code values, and then assign a color to each code value. Return to the Activities page and assign code values to activities. Next, open View Settings. On the Bars tab, use the Progress Color by Activity Code, or Color By Activity Code, to display code colors to activity progress or duration on the Gantt chart. Video

Enhancements

Feature Area	Description
Costs	Define curve profiles at the workspace level to customize the distribution of scope, resource, and budget figures over time. New profiles, including double bell and delayed double bell options, are now available by default.
Files	File associations are now included when copying a project. For example, if several files are associated with a specific activity, their relationship is maintained when the project is copied. Group files by codes. In workspace Summary & Settings, add a new code, and then select Files as the subject area. Add code values to the code, keeping in mind that values entered into the ID column are what will appear on the Files page. In the Files app, on the File List page, open the View Settings. Under Available Columns, find the code you created and move it to Selected Columns. Apply your changes. On the File List page, assign codes to specific files, and then use the column sorting options to group files by code. The Files tab has been removed from the News Feed page.
Global Administration	The following changes have been made to the licenses for Oracle Primavera Cloud. The changes can be viewed in the Global Admin app on the Licenses page. Progress Cloud Service: A new license providing access to My Activities and Timesheet pages. Lean Cloud Service: A new license providing access to the Lean app. Portfolios Cloud Service: This license now includes access for users to add ideas, replacing the Ideas Cloud Service. Schedule Cloud Service: This license will no longer provide access to Lean app or My Activities and Timesheet pages. Existing users will be upgraded to have Progress, Lean, and Schedule Cloud Service licenses. Field Cloud Service: No longer available for new users. Ideas Cloud Service: No longer available. The functionality is now a part of the Portfolios Cloud Service. A new user type, Idea Submitter Only, has been added and does not require a license.
Lean	Notifications are added for Lean tasks. Stakeholders receive notifications when Lean tasks have new proposed due dates or have become overdue.
Platform	Inactive users are now filtered out of view.
Portfolios	Formulas for measures that use existing measures can now be based on target or actual values. In previous versions, only actual values were used in calculations. The following improvements have been made to the Budget Planning page: Grid, Chart and Funds views are now available in the Layout drop down list. Toggle buttons are added at the bottom of page to display the Waterline View or Show Unmet Dependencies. The toolbar for the Charts view has changed to improve spacing of options for the All and Project views. Additionally the Incremental and Cumulative curves are now check boxes. A Legend button is added in the Funds view when displaying the Surplus/Deficit or the Stacked Histogram.
Programs	Three new widgets are added to Program dashboards: Program Budget Top 10 Projects External URL
Reports	Use Evaluation Categories to filter data in reports for projects, portfolios, and strategies. Evaluation categories are available as filters for the following report table configurations: Projects as the Main Subject Area. Portfolios as the Main Subject Area; Projects as the Supporting Subject Area. Strategies as the Main Subject Area; Projects as the Supporting Subject Area. Evaluation category filters include: Availability of Financing Benefit-to-Cost Ratio Economic Development Energy/Water Consumption Environmental Quality External Requirements Health and Safety Life Expectancy of Project Operating Budget Prerequisite Protection of Capital Facilities Public Support Relation to Adopted Plans Timeliness/External   Object context is now automatically assigned to reports when creating a report from the Run Report quick navigation menu. Previously, all reports created from the Run Report quick navigation menu defaulted to the Project context-type. Now, report context is determined based on where you are working.
Schedule	Share global changes between projects. Update a project's schedule data with global changes created in other projects. Use the Get Global Changes button find changes, and copy them to the current project.
Deprecation Notice	The following apps have been deprecated, meaning these apps and licenses are no longer available for purchase by customers. Contracts and Commitments Field Submittals However, customers who have already purchased these apps before deprecation can still access them with a full range of functionality until they renew their contract.
WebDav Removal	WebDAV (Web-Based Distributed Authoring and Versioning) support for working with files in Oracle Primavera Cloud has been removed. Use the Files App in the application to manage files.
Project Collections Deprecation Notice	Programs is replacing Project Collections. Our goal is to simplify the choices when selecting a context to manage multiple projects. The following changes will be happening soon over several releases: Providing Programs with the same functionality as Project Collections. Programs will allow projects to be available in multiple Programs. Dashboards will also be available. All other Project Collections functionality is supported in Programs. Project Collections Removal. Access to the Project Collection context will be removed. Links to Create a Project Collection, View a Project Collection, and View all Project Collections will be removed. Project Collections Migration to Programs. Existing Project Collections will automatically be recreated in Programs with the same name and group of projects. Go to Programs to view and access the migrated collections. Why use Programs?  It includes a much richer feature set than Project Collections:  View WBS and activities across all projects. Manage program level costs and budget. Identify risks and response for projects and programs.  Programs can be viewed by multiple users.  Note: It's recommended that Administrators review Program permissions to allow creation or visibility of Programs where needed.

20.5 Features

Spotlight

Feature Area	Description
Schedule	Make bulk updates to activities with Global Change. Assign or update values, such as dates, durations, and general properties, to all activities or a filtered set of activities. For example, update the calendar of activities in a specified WBS. Launch Global Change from the Actions menu on the Activities page. Video

Enhancements

Feature Area	Description
Dashboards	Dashboards are now available for programs – including a default dashboard that displays an overview and counts for projects, risk, and files. Customize dashboard charts and group bands with colors. For example, customize a stacked bar chart by risk to display high risk bars in red and low risk bars in green.
Files	Simultaneously link multiple files to an object such as activity or WBS. In previous versions you could only link one document at a time.
Programs	Include the same project in multiple programs. This feature affords program managers increased flexibility when creating and managing programs. It also furthers the merging of project collection into programs.
Project Collections Deprecation Notice	Programs is replacing Project Collections. Our goal is to simplify the choices when selecting a context to manage multiple projects. The following changes will be happening soon over several releases: Providing Programs with the same functionality as Project Collections. Programs will allow projects to be available in multiple Programs. Dashboards will also be available. All other Project Collections functionality is supported in Programs. Project Collections Removal. Access to the Project Collection context will be removed. Links to Create a Project Collection, View a Project Collection, and View all Project Collections will be removed. Project Collections Migration to Programs. Existing Project Collections will automatically be recreated in Programs with the same name and group of projects. Go to Programs to view and access the migrated collections. Why use Programs?  It includes a much richer feature set than Project Collections:  View WBS and activities across all projects. Manage program level costs and budget. Identify risks and response for projects and programs.  Programs can be viewed by multiple users.  Note: It's recommended that Administrators review Program permissions to allow creation or visibility of Programs where needed.

20.4 Features

Spotlight

Feature Area

Description

Global Admin

The Global Admin app has been enhanced to manage companies, users, user groups, and permission sets all in one central location. A series of improvements has been made across all these areas to simplify user access and security, including: New Users page is available to view and manage all users for all companies. Companies page can be filtered and configured to list specific details. New Permissions Sets page lists each permission type (Global, Workspace, Projects, etc) on its own tab. Within each tab, permission sets are created for each workspace. New User Groups page allowing you to configure default permission sets to assign to users. Video

Enhancements

Feature Area	Description
Dashboards	Programs are now available as a Subject Area in Charts. At the Workspace-level, go to the Charts page in the Dashboards app to create charts for your programs. In the Configure Chart panel, go to the Step 1: Chart Details section, select Programs as the Subject Area, and build a chart to display program data on dashboards.
Files	Audit fields are added to the Folder Templates page. The following columns are now available: Date Last Modified; Last Modified By; Added On Behalf Of; and Modified On Behalf Of. Group and sort documents by codes on the File List page. In the Files app, go to the File List page and click on Settings. Select codes and add them as columns on the File List page.
Portfolios and Programs	In Summary and Settings for programs and portfolios, the General page is relabeled Details, making it consistent with other objects such as projects and workspaces.
Programs	The Program Cash Flow page now supports Microsoft Excel import of cost data – Actuals, Budget, Forecast.
Schedule	Scheduling settings are now imported with a P6 XML file. This ensures scheduling results in Primavera Cloud are identical to those in P6.
Project Collections Deprecation Notice	Programs is replacing Project Collections. Our goal is to simplify the choices when selecting a context to manage multiple projects. The following changes will be happening soon over several releases: Providing Programs with the same functionality as Project Collections. Programs will allow projects to be available in multiple Programs. Dashboards will also be available. All other Project Collections functionality is supported in Programs. Project Collections Removal. Access to the Project Collection context will be removed. Links to Create a Project Collection, View a Project Collection, and View all Project Collections will be removed. Project Collections Migration to Programs. Existing Project Collections will automatically be recreated in Programs with the same name and group of projects. Go to Programs to view and access the migrated collections. Why use Programs?  It includes a much richer feature set than Project Collections:  View WBS and activities across all projects. Manage program level costs and budget. Identify risks and response for projects and programs.  Programs can be viewed by multiple users.  Note: It's recommended that Administrators review Program permissions to allow creation or visibility of Programs where needed.

20.3 Features

Spotlight

Feature Area

Description

Portfolios

Use predefined curve profiles to distribute cost values on the Cash Flow page. This feature saves time by replacing the need to manually distribute cost values for a project. The curve profile spreads the total budget, forecast, and actual or benefit cost values between the start and finish dates. Cost fields can also be spread based on a point in time – for example, if you know the cost values for the first two time periods you can spread the remaining costs based on the curve profile. Simply set the remaining cost and select custom start and finish dates for the curve. To assign a curve, select Apply Curve Profile from the Context menu and then assign a predefined curve. Curve profiles are created and configured at the workspace level. Video

Enhancements

Feature Area	Description
Files	Add multiple files using the Add File dialog. Click Add File, and then hold the Shift key on your keyboard while selecting files to upload. A progress bar is displayed for each file during upload.
Integration	A new field, ProposedDueDate, has been added to the WorkManagerTask object for integration with Primavera Cloud.
Lean	The Task Overdue Time Zone setting in Lean is relabeled Task Time Zone. Previously, the Task Overdue Time Zone setting was only used to determine overdue tasks. It is now relabeled to Task Time Zone as it is used to calculate tasks due this week.
Portfolios	Efficient Frontier panel on the Budget Planning and Published Views page is now accessible by clicking the Scenario Optimization icon. In previous versions, the Efficient Frontier automatically appeared as part of the page.
Risks	The Scheduling/Leveling log is redesigned and reorganized for easier reading. Minor UI and backend fixes have been made to the Risk Analysis log.
Schedule	When adding a new activity, the default activity ID is based on the ID of the activity selected at the site of the addition. This feature, which reduces the time to sequence additional activity IDs, must be enabled in Project Settings. Usability enhancements on the Activities page enable you to: Relocate the ID and Name columns. Specify other fixed columns and their order. Renumber activity IDs when using activity copy/paste. Renumber activity IDs when using WBS copy/paste and activities are included. Select a group of activities and renumber them in a batch process.

20.2 Features

Spotlight

Feature Area	Description
Schedule	Start and Finished check boxes are added to the Status detail window on the Activities page. This makes it easier to change activity status and reduces errors caused by users changing a Start or Finish date before changing the activity status.

Enhancements

Feature Area	Description
Companies	Companies now supports more than one business type to be assigned. In previous versions you could only assign one business type. The Business Type column displays all the values assigned.
Dashboards	In Dashboards, Current Baseline is now the baseline bar displayed in the Gantt tile. In previous versions, Original Baseline was used as the baseline bar.
Lean	The overdue task icon is enhanced to indicate action is required. This is particularly helpful for vision-impaired users, who may not have recognized the previous indicator -- a red calendar.
Programs	Programs support is added to the Portfolios Prioritization Matrix. This enables program managers to analyze multiple programs in a portfolio by generating and comparing their evaluation scores.
Schedule / Scope	Outdent on the WBS page is enhanced to automatically renumber the WBS code when a duplicate code would be created.
Deprecation Notice	WebDAV (Web-Based Distributed Authoring and Versioning) support for working with files in Oracle Primavera Cloud is deprecated. Use the Files App in the application to manage files.

20.1 Features

Spotlight

Feature Area	Description
Lean	Watch a video on how to use the Work Plan page in Lean directly on the page. It's available when you first access the page and can be viewed again from the Help and Training Center. Video
Schedule	When an activities view is grouped, activities are no longer automatically reorganized when edited. A new option -- Reorganize Activities Now or Auto-reorganize -- can be toggled on/off. Default is off.

Enhancements

Feature Area	Description
Integration	New Risk fields are added for Primavera Cloud integration. The Activity object has been updated to include PreResponseCriticalityIndex and PostResponseCriticalityIndex for activities to leave or join the critical path during risk analysis.
Lean	Task specific codes and configured fields now appear on the Work Plan and Hand-Off pages. This allows users to quickly enter data and make decisions based on code and field values.
Reports	In reports, the portfolio subject area now includes measures, providing the ability to report on measures linked to a portfolio. In reports, the Programs subject area now includes projects. This provides the ability to view projects and relevant information for a program.
Schedule	Predecessor and Successor dialog pickers on the Activities page now support resizable columns making it easier to view activity names when creating relationships.
Removal Notice	Support for Microsoft Internet Explorer 11 has been removed.

Version 19

19.12 Features

Spotlight

Feature Area	Description
Schedule	Schedule Comparison enables you to compare project schedules and identify the differences. This can help project managers track ongoing and cumulative schedule revisions to better understand the issues driving schedule changes. Open a project and navigate to the Schedule Comparison page in the Schedule app. Select any two versions of the schedule: current schedule; schedule at a specific date and time (historical data); or saved scenario or baseline. Create customized views to focus on different fields or utilize different comparison settings. A Schedule Variance Analysis panel – similar to the Schedule Health Check panel – summarizes results of the comparison and provides quick links to relevant fields and settings. Schedule Comparison is also added to Primavera Cloud Professional. Video
Programs	Addition of a Programs widget to the workspace summary. Create new and update existing program risks using an import template. CBS set-up for the Program Cost Sheet is reduced to a single step.

Enhancements

Feature Area	Description
Dashboards	Workspace Cost Sheet and Workspace Cost Sheet by CBS Code are two new subject areas added to Charts.
Files	Application administrators now have the ability to cancel document checkout. This enables administrators to restore a document's availability when a user checks it out and forgets to check it back in. In Files, detail panel tabs on the File list page are now visible at all times. Also, import/export of UDFs is enabled.
Lean	Auto save is now available in Lean. This helps prevent accidental data loss.
Schedule	In the Schedule app, the addition of an A in the Relationships detail window Start/Finish fields to indicate an actual date.

19.11 Features

Spotlight

Feature Area

Description

Risk

A new Risk Analysis log helps you better understand risk analysis results and determine whether results are still current. The log provides a range of information about an analysis, including inputs and results; analysis and scheduler settings used for the analysis; the name of the user who ran the analysis and when it was run; and general summary information generated during the analysis – warnings, analysis duration, number of iterations, etc.

Enhancements

Feature Area	Description
Dashboards	All Risk standard fields, configured fields, and codes are now available in charts.
Integration	For integration with P6 EPPM, additional fields have been added to the Project and Risk objects that you can now use to manually add to project flows as a global administrator. These fields are: For Project the fields added are, PreResponsePessimisticStart, PostResponsePessimisticStart, PreResponsePessimisticFinish, PostResponsePessimisticFinish For Risk the fields added are, PreResponseProjectMeanDelayContribution, PostResponseProjectMeanDelayContribution, PreResponseRiskRemovalPessimisticFinishImpact, PostResponseRiskRemovalPessimisticFinishImpact, PreResponseProjectMeanCostContributions, PostResponseProjectMeanCostContributions, PreResponseRiskRemovalPessimisticCostImpact, PostResponseRiskRemovalPessimisticCostImpact, CostOverride, ProbilityOverride, ScheduleOverride
Resources	Role rates are now implemented for auto-save on the workspace Roles page. Previously, role rates were not created by default on role creation and could not be manually added afterward. Basic auto numbering is added to the Roles page.
Timesheets	Discussions are added to timesheets. Previously, discussions were only available for activities in a timesheet. You can now initiate discussions at the timesheet level to communicate questions and changes for the timesheet.

19.10 Features

Spotlight

Feature Area	Description
Lean	Monitor the status of a lean schedule with the Task Summary Panel. For example, run checks on overdue project tasks or tasks due in the current week. View results in the Task Summary Panel on the Work Plan, Hand-offs, or Task List pages. Click a task in the list to access it on the page. Video

Enhancements

Feature Area	Description
Administration	Manage Services now enables you to terminate long-running jobs or those that appear to be stalled for P6 XML Export.
Cost and Funds	Edit the ID of a budget line item created through a budget change. In previous releases of Primavera Cloud, new budget line items created as part of a budget change were automatically numbered. You can now use the new Add Budget Line detail window to specify the ID of a new budget line item. Import cash flow data into projects using an Excel template. Download the template from the project or program page. Import cash flow distributions for single or multiple projects simultaneously.
Files	Codes tab is now available on File page for Ideas, Portfolios, and Programs. Use the Codes tab to group and sort files based on assigned code values.
Integration	Field mappings have been added and existing field mappings have been updated for better consistency during import/export from Microsoft Project to Primavera Cloud. Click link below for a complete list of the MSP field mappings, https://docs.oracle.com/cd/E80480_01/help/en/user/162050.htm. Microsoft Project import into Primavera Cloud now supports unit of measure for material resources and Remaining Units/Time for resource assignments.
Risk	Risks now support formula-type user-defined fields, similar to those supported in Activities. This feature enables risk managers to create fields that calculate associated values. For example, create a field that calculates risk score, status, and date to indicate which risks should be monitored most closely.
Programs	Programs now provide budget support with a dedicated Budget page in the Cost and Funds app. This enables program and finance managers to allocate budgets to company programs. Additional enhancements to Programs include: Ability to edit existing project risks from within a program risk register rather than having to navigate to the individual project risk registers. A consolidated CBS Setup process for the program Summary Cost Sheet.
Schedule	Two baseline enhancements are available in the Schedule app: Copy activities from the current schedule to a baseline or scenario. Make Supplementary Baseline values available in reports. Additional enhancements to the Activities page include: Search enhancements in Activities now enable project managers and schedulers to find/replace partial text strings in activity names and user-defined fields. Insert or remove columns at the column header without having to access view settings on the Activities page. Right-click a column header to sort, group, hide, or search the column or click + on the right end of the header row to display or hide any available column.
Deprecation Notice	Microsoft Internet Explorer 11 is deprecated. While it is supported in this release, it might not be supported in a future release.

19.9 Features

Spotlight

Feature Area	Description
Cost and Funds	Oracle Primavera Cloud now supports the ability to enter cash flow information for programs, enabling program managers and budget planners to manage high-level costs and budget allocations over the life of a program. The application can also use benefits data to calculate a program's Net Present Value at any time.

Enhancements

Feature Area	Description
Administration	Manage Services now enables you to terminate long-running jobs or those that appear to be stalled for Excel import and P6 XML.
Dashboards	Select the project date field when plotting the Gantt chart in Dashboards. Use the default Project Planned Start and Finish Date or select another project date. In a workspace or portfolio, go to the Manage Dashboards page, add a Gantt chart to a tile, and then use the Gantt Bar list to specify the dates to plot. This can be done prior to adding activities to projects.
Ideas	A Workspace column is added to the Ideas report subject area to indicate where an idea is located.
Integration	Configured fields are supported for P6 EPPM integration through the Integration App for the following objects: Project, WBS, Activity, and ResourceAssignment. Codes are supported for P6 EPPM integration through the Integration App for the following objects: Project, Activity, and Resource.
Lean	Add Lean tasks directly on the planning board. Right-click on an activity and select Add Task or Add Task Milestone. The new task is associated with the selected activity.
Risk	Risk object audit field columns – Added By, Date Added, Date Last Modified, Last Modified By -- are added to the Risk Register, the Activities detail window on the Risk Register page, and the Risks detail window on the Activities page. Risk Response object audit field columns are added to the Response Actions detail window on the Risk Register page. A View Risks button on the Manage Services page enables you to navigate to the risk register for a risk analysis displayed on the page. Location support is added for project and program risks.
Portfolios	The Summary Scorecard in the Strategies App is now labeled Strategy Scorecard.
Schedule	Updates to activity and resource assignment user-defined fields are now supported in schedule scenarios and baseline scenarios on the Activities page.
Timesheets	Activity discussions are now available in Timesheets. Use discussions to resolve questions about activities on a timesheet or participate in discussions initiated on the Activities page.

19.8 Features

Spotlight

Feature Area	Description
P6 XML Import	P6 XML import is expanded to include User Defined Fields (UDFs) and Units of Measure (UOM), even if those items are not configured in Primavera Cloud. The full list of new items included in P6 XML import includes: Activity UDFs Project UDFs Resource Assignment UDFs Risk UDFs Units of Measure WBS UDFs
Summary & Settings	Workspace Summary & Settings are updated as follows: Files are now an option on the Codes page. A Codes tab is added to the Files page. Users can now group files by codes.

Enhancements

Feature Area	Description
Administration	Manage Services now enables you to terminate long running jobs or those that appear to be stuck for leveling, scheduling, and risk analysis.
Field	Generate PDF Issue reports and send to stakeholders. When creating an issue report, you can now select an option to send PDF copies of the report to specific stakeholders via email. This helps stakeholders, who may not have access to Field, track the resolution of critical issues in real-time.
Files	Codes can now be created for Files in the Workspace Summary & Settings. Codes can also be assigned to files on the Files List page.
Lean	The default quick filters in Lean are now WBS, Company, and Activity. Create new views to change the available quick filters.
Risk	The Risk Register now provides a detailed Description field for risk response actions. The field enables stakeholders to understand risk response actions more clearly. Messages displayed when a risk analysis provides no Activity Delay or Activity Cost Contribution Mean Impact tornado charts are improved, and now present information on how to configure analysis options to generate the missing charts. Similar messages for Risk Removal Impact charts are also improved.
Timesheets	Timesheet settings are now available directly on the Timesheets page. Click Actions, Manage Timesheet Settings on the Timesheets page to configure timesheet options. Timesheet settings are no longer configured at the workspace level.

19.7 Features

Spotlight

Feature Area	Description
Auto-save	Auto-save is now enabled in Schedule and Resources to help protect data integrity. Whenever an item is added, deleted, or updated, the change is immediately saved to the database.
Undo / Redo	Undo and redo is now available on the Activities, Resource, and Role list pages.
Programs	The Evaluation page is enabled for Programs. Evaluation scores provide a consistent standard for comparing programs, based on their alignment with company objectives. The new page enables administrators to define evaluation categories and their respective weights and weight percentages.

Enhancements

Feature Area	Description
Administration	Import Configuration data now allows user-defined fields to be imported if they exist in a non-parent workspace. In previous versions, if a UDF existed in a sibling workspace, it could not be created as it already existed in the database and therefore was not inherited.
Dashboards	Overview dashboards can now be hidden for Workspace, Project, and Portfolio dashboards. In previous releases, they were always displayed.
Field	Export Field matrix reports as Excel and PDF files. Save and share matrix reports, which help you quickly review the statuses of different issues and inspections, outside of the application by exporting them as Excel or PDF files.
P6 XML Import	The P6 XML import log now provides more information if issues arise when importing resource assignments, WBS elements, relationships, and activities into Primavera Cloud.
Projects	When a non-admin user creates or copies a project, they now have administrator permission for project files, custom logs, and reports by default.
Resources	Use resource, role, and budget information to create charts to display in dashboards.

19.6 Features

Spotlight

Feature Area	Description
Product Name	Oracle Prime Projects is now Oracle Primavera Cloud. The name is different – but your experience will not change. Oracle Primavera Cloud will continue to deliver the same capabilities you are using today, and we look forward to sharing future enhancements to improve the way projects are delivered. This change impacts the following areas: Login/Getting Started License Names Professional Help Training Center Mobile Applications Email URLs Integration API Video
Workflows and Forms	Participate in discussions on forms. On a form set to the Project Context type, check the Enable Discussion option under Form Properties, and give stakeholders the option to review and add comments. When a form is used as part of a workflow, comments are available to task performers in subsequent steps. In addition, comments on forms are added to the discussion thread for the associated project on the Projects listing page.

Enhancements

Feature Area	Description
Dashboards	Use Project Measures while configuring project charts. Project measures can be used in chart configuration and chart fillers while creating a chart of Project Subject Area.
Navigation / URLs	URL context paths have changed for Oracle Primavera Cloud. If you have any of the following URLs bookmarked or used in your integration, they will continue to work until December 2019. Please update your URL pointers as soon as possible. Primavera Cloud: /prime is now /web API: /primeapi is now /api API Events: /primeevents is now /events API Data Service: /primedataservice is now /dataservice WebDav: /primeclouddav is now /dav
P6 XML Import	The P6 XML import results log is improved to provide: An option is added to handle conflicts between shared data in the target and parent workspaces. More information about how shared data was imported. More information about how project level data was imported. Consistent log results dialog across Primavera Cloud regardless of where the information is accessed.
Programs	A Codes column is added to the Programs listing page.
Resources	Add a resource when creating a new user. The Add Resource window now includes an Add Resource tab, allowing you to create a corresponding resource for the new user. This removes the extra step of creating a resource separately, and makes the user available to assign to activities and submit timesheets.
Summary & Settings	Calendars: Switch a holiday to an exception through Date list options. Open a calendar and bring up the weekly view. Navigate to a week that includes a holiday. The list next to the Date control allows you to switch the holiday to a work day exception. Configured Fields: You can now create an unlimited number of user-defined fields and use them immediately after creation.
Tasks - Renamed	Tasks is renamed Lean to better reflect its function as an application for Lean Scheduling purposes. Although the app is renamed, the sidebar icon remains the same as does each individual page within the app.
Workflows and Forms	Send notifications to stakeholders – users or groups – when an automated workflow task has completed. Select an automated task on the Workflow Configuration page, Under Notification Options, select the users or groups that you want to notify when the task is complete.
Removal Notice	Configure Labels using XLIFF is no longer available. This functionality has been removed from Global Admin. Labels can continue to be relabeled on the Field Labels tab in Summary & Settings for each object under Defaults & Options.

19.5 Features

Spotlight

Feature Area	Description
Programs	Programs now supports risk management, enabling you to identify risks and response actions at the program level. You can also view all program- and project-level risks in the program risk register. Because projects of different sizes and budgets typically use different risk matrices to quantify risk impacts and calculate risk scores, project-level risk scores are recalculated using the program matrix to provide a consistent scale for prioritizing risks within the program. Video
Workflows and Forms	Send notifications to stakeholders – users or groups – when a workflow task has completed. To set up notifications, go to the Workflow Configuration page, open a workflow configuration, and select a task. Under Notification Options, select the users or groups that you want to notify when the task is completed. Video

Enhancements

Feature Area	Description
Administration	A Managed Shared Data option is now available in Files under Permissions/Workspace Summary & Settings. View permission sets created in the current or preceding workspace. Also change the owning workspace of a permission set.
Field Mapping	Pass data type from source object to a target object as text, enabling the transfer of source object data during target object creation. For example, a workflow takes an idea object and turns it into a project proposal object. The new field mapping enhancement allows you to pass values from the idea record to a project proposal text field.
Schedule	Enhancements to the Schedule app include: The Project Usage panel on the Activities page now provides a spreadsheet view of assigned units for selected resources and roles. Select resources/roles in the left panel and scroll the spreadsheet to view corresponding assignments over the duration of the project.The spreadsheet timescale is matched to the Gantt view timescale, helping you visualize resource/role usage against the activities in the view. In addition, use filters to focus the Gantt on activities for selected resources or time frames. Baseline values are now included in schedule scenarios. This can be useful when doing what-if analysis to make project adjustments. Staffed and Unstaffed remaining bars are added to the role usage histogram on the Activities page.
Summary & Settings	Configured Fields: The following enhancements are made to user-defined fields: Use immediately after creation; create an unlimited number; and delete. This change affects UDFs for Contract, Changes, Change Order, Potential Change Order, Budget Transfer, Change Estimate, Payment, Budget Details, and Strategy.
Tasks	Enhancements to the Tasks app include: Task hand-off functionality is expanded to include Finish-to-Finish logic between two tasks. Previously, FF logic was supported only between a task and a milestone. The enhancement allows two or more tasks with hand-offs to finish on the same date. Committed Due Date is now available as a column on the Task List page and in the Tasks detail window on the Activities page. The field displays the most recent committed due date and can be helpful when you must recommit a task. Nested context menus are now supported on the Work Plan and Hand-offs page to reduce the length of the menus and make them easier to scan.
Timesheets	Restrictions are removed from activities that can be added to a timesheet. You can now add any activity from any project to which you have access.

19.4 Features

Spotlight

Feature Area	Description
Programs	Programs now provides a Timeline view on the Milestones Summary page. The view displays each project in the program as a collapsed summary bar from start to finish, with program milestones displayed as icons above the bar. The view provides a high-level display of program progress.
Tasks	Create hand-offs between tasks assigned to different activities. Also, create hand-offs between assigned and unassigned tasks and change the activities to which tasks are assigned after hand-offs have been created. Expands hand-off flexibility.

Enhancements

Feature Area	Description
Cost and Funds	Cost spread values are maintained when moving the Start date for the project on the Cash Flow page. For example if the original start date is February 2019 with $100,000 for 2019 and the start date is moved to February 2020, the $100,000 is also moved to 2020 along with all other spread values. In previous versions, when the Start date was moved the spread values would be lost and have to be redistributed.
Dashboards	Pie charts now support interactive drill-down reporting. Use horizontal bar, vertical bar, and pie charts to create interactive charts in Dashboards.
Tasks	Click the Pending icon on a Work Plan task card or the Info Bar to open the task details flyout with the Commitments tab displayed. Assign single or multiple tasks to an activity with a new Assign Activity option on the Task Card and Task Grid context menus. A related context menu option enables you to remove tasks from activities. The close-at-hand commands can make creating and working with tasks faster and easier.
Projects	Project data can now be updated with the project import template. In previous releases, only new projects could be imported with the template.
Schedule	A Data Date column is added to the Baselines page, helping you decide which baseline to set as project or user baselines. The Data Date column is read-only and is populated from historical data specified by the Baseline Date point. On the Activities page, baselines are available on the Scenarios list and can be edited. Select a baseline and edit it as you would a scenario. Changes saved to the baseline are reflected in the baseline fields of the current schedule.
Summary & Settings	Enhancements made to user-defined fields: Use immediately after creation. Create an unlimited number. Delete.
Workflows and Forms	An ID field has been added to workflow-generated email messages. When an Action Required email is sent to stakeholders, it now includes the ID for the following: Projects Portfolios Risk RFI's Submittals Budget Changes/Transfers Contracts/Commitments/Changes Change Orders/PCO's Ideas

19.3 Features

Spotlight

Feature Area	Description
Schedule	Resource and role graphs added to the Activities page in Prime and Prime Professional. Use the Project Usage detail panel at the bottom of the Activities page to analyze resource and role usage. Make changes to the schedule to see how it affect resource and role allocation and view units over time. Select multiple resources or roles, and view a stacked histogram with a breakdown of each one. Video
Cost and Funds	Track project benefits over time and calculate the project's net present value. Using the Cash Flow page, distribute benefit amounts and view the chart to identify the project's break-even point where the forecast and benefit curves intersect. Net present value is calculated automatically and no longer needs be entered manually. Video

Enhancements

Feature Area	Description
Dashboards	Project Cost Sheet by CBS Code and Project Cost Sheet by Cost Category are two new subject areas added to Charts. A print option has been added to Dashboards. Users will be able to print the entire dashboard or individual tabs.
Cost and Funds	On the Cash Flow page, a new field, Present Value, is available for all the cost curves. It's calculated based on the annual discount rate.
Ideas	The Ideas List page now supports codes and filtering on codes. Add Idea decision-makers to a unique workflow performer group, and save workflow administrators time when setting up idea workflows. In previous versions of Prime, workflow administrators selected individual users or custom groups as performers in idea workflows. Now when an idea is submitted (using the out of the box "default" idea workflow), any user included in the Idea Routers list will be sent a notification, letting them know that a new idea was created, and that any user on the list may take action. Assign Idea routers in the workspace Summary & Settings page, under the Defaults tab.
Programs	Create programs more quickly with the Add Program wizard. Programs enable you to manage multiple related projects at one time without having to open them individually. View a Summary Cost Sheet, adjust project schedules, track important milestones, share documents, analyze resource usage, and manage lean tasks. The wizard walks you through the process of creating a program to ensure that all of the necessary data is captured. Program milestones now display above the related project summary bars in the Program Milestone Summary view. This helps viewers understand the information more. Other Program enhancements include: The Program Milestone check box in the General detail window on the Activities page is relocated indicate more clearly that the check box is associated with activity type. The Programs Summary Cost Sheet is now grouped by CBS codes. easily than if the milestones were displayed on separate rows.
Risk	Adjust risk impacts to individual activities when a single risk is mapped to multiple activities. In previous versions, impacts were shared evenly across mapped activities. This enhancement enables you to model project risks more accurately.
Schedule / Scope	A default code value is now assigned when adding a WBS node. This makes it clear how the new code fits in the WBS hierarchy.
Summary & Settings	Enhancements to Configured Fields include: Configured fields can be used immediately after creation. An unlimited number of Configured Fields can be created. Flex fields can now be deleted. Previously they could only be disabled/enabled.
Tasks	Enhancements to the Tasks app include: Ability to make bulk first-time commitments to a random selection of tasks. An information bar below the Planning Board on the Work Plan page displays information about a task selected in the Hopper or on the Planning Board that might not fit on the task card itself. Group by Company and No Grouping options are added to the Hand-offs page. A Go to Activity option on the Context menu enables you to jump from the activity in the Hopper to the activity on the Planning Board or from the Planning Board to the Hopper. Touch screen improvements on the Work Plan, Task List, and Hand-offs pages.
Timesheets	Notifications are now sent when a submitted Timesheet is modified. When a Timesheet supervisor modifies a submitted Timesheet, a notification is sent to the user and approver. When modified by a Timesheet approver, a notification is sent to the user and supervisor.

19.2 Features

Spotlight

Feature Area	Description
Oracle Prime Professional	Oracle Prime Professional is now available for schedule and resource management. It offers a smaller set of features than Oracle Prime Projects, enabling you to focus solely on the schedule. Add activities, modify durations and relationships, assign roles and resources, and upload project documents. All changes and updates are saved automatically, improving usability and allowing you to work more efficiently. The application resides on your desktop and communicates directly with the server, eliminating the need to manually sync with the Web. Prime Professional is available for Windows and Mac OS. Video
Tasks	The Task List page is now available in Programs. This feature allows you to perform lean scheduling functions such as create, handoff, and commit tasks within a program of related projects. By default the page is group by projects, providing quick access to tasks through the program life cycle.

Enhancements

Feature Area	Description
CBS	Improvements to restrictions on creating workspace CBS nodes. When a workspace CBS is imported to a project, restrictions are placed on the ability to create new nodes under existing nodes. Doing so may cause a data issue if costs are assigned to the leaf node. Prime Projects now checks if costs are assigned to the leaf node. If none are assigned, a new node can be added below it.
Reports	In Reports, the Workspace Name has been relabeled Owning Workspace.
Risk	Export risk register data to Excel. This feature is useful for external reporting, sharing risk information outside of Prime, and for updating risk information.
Schedule	Baselines: A Data Date column is added to the Baselines page, helping you decide which baselines should be set as project or user baselines. The Data Date column is read-only and is populated from historical data specified by the Baseline Date point in history. The project baseline type Other is changed to Supplementary to more clearly distinguish it from Original and Current project baselines. Other Enhancements: An Activity Count column is added to the Projects page. The Schedule app now uses the activity calendar to calculate summary durations when all activities within a grouping band use the same calendar. The Activities page now enables you to filter by relative dates using the Within Range condition.
Summary & Settings	Enhancements made to Configured Fields for Budgets include: Configured Fields are immediately available for use after creation. There is no longer a limit on the number of Configured Fields that can be created. Configured Fields can now be deleted. Previously they could only be disabled or re-enabled.
Tasks	Print up to six weeks on a single page on the Work Plan page. This feature enables project managers and subcontractors to easily review multiple weeks – three to four weeks is most popular – during planning sessions. The Tasks app now supports printing to a range of large-format paper sizes. Also, the Work Plan page now has a Print Setup dialog that supports expanded printing capabilities. Task card customization is added to Work Plan view settings. A Planning Board Options section on the Formatting tab enables you to specify whether to display icons or wrap text on task cards when they are placed on the planning board. The options that had previously been available in the now discontinued Grouping tab have been moved to a Band Options section of the Formatting tab. Add a Company color legend to the printout header/footer on the Work Plan and Task List pages. The legend displays a maximum of four rows of companies using the colors specified for each company in the Project Team app. The legend can be filtered by company and time frame. Printed output on the Work Plan page is improved for better sharpness and readability when background graphics are disabled in the browser. A specific time frame can now be displayed in the header/footer of the Task List print out. A new enhanced printing framework similar to the one available on the Work Plan page is now implemented on the Task List page. A task's duration is now highlighted when it is held over or dropped on the planning board. A dark blue line is displayed under the due date; headers and columns are highlighted in light blue. The day the task is dropped continues to set the due date. The Work Plan hopper can now be resized to view full activity names in grouping bands and task names on task cards. Activity bands in the Work Plan hopper now display the number of tasks under each activity grouping, eliminating the need to expand the grouping band. A No Activity option is added to the Activity quick filter to view tasks that are not associated with a specified activity. The default state of a task or task milestone -- created by right-clicking an existing task and selecting Add Before/After – has been improved to help differentiate the new task from the task that was used to create it. Preconfigured and Custom labels have been removed from the menu for the Task List header and footer.
Timesheets	Delete multiple timesheets simultaneously. Use the context menu to quickly delete multiple selected timesheets.

19.1 Features

Spotlight

Feature Area	Description
Dashboards	Charts in Dashboards are now interactive, enabling you to drill down for more detail. Select a chart on a dashboard, mark the Enable Drilldown check box, and then choose additional charts in the order that you want them to appear. Video
Programs	Programs allow you to work on multiple projects with common attributes on a single page. Functionality for this release has been updated to view activities, resource assignments, and resource analysis across multiple projects.
Schedule	A new project baseline type – Other baseline – is added to Prime. This baseline is considered an official project baseline and can be used for any purpose, such as capturing the state of the project before an update or marking an important reporting milestone. Prime supports two other official baselines: Current and Original. The Original baseline represents the initial official, approved plan. The Current represents the current baseline used to track performance against, typically after a major schedule update. Additional baseline enhancements include: Support for three user baseline preferences on the Activities Page. New baseline fields and Gantt bars in the Activities view. Auto save on the Baselines page. New baseline permissions added to the project security template. Streamlined data structure for improved baseline performance. Updated APIs to support baseline changes.
Timesheets	Use Timesheets to log and track hours worked on projects and activities. Timesheet supervisors can add and edit timesheets on behalf of other users. Timesheet approvers review timesheets, and then approve or reject them. Video

Enhancements

Feature Area	Description
Administration	Background Services has been redesigned and relabeled Manage Services. Monitor, filter and view logs for jobs more efficiently using the Service Status tab. Schedule jobs on the Recurring Services tab. Schedule recurring jobs for schedule, level, and risk analysis. Use Manage Services – formerly Background Services -- on the Recurring Services tab to configure a service to run against selected projects at specified intervals.
Field	Visual reports showing the number of issues, filtered by area, are now available in Field. Polygons are color-coded in the PDF Viewer based on the status of an area. Inspection Template name has been added to Inspections columns, grouping, filters, and quick filters. This allows you to group all inspections by the template. Checkout/check-in options are no longer available for files attached to issues or inspections.
Tasks	Pull planning is now available in Tasks. Other enhancements include: Support for hand-offs on milestones, including Finish to Finish hand-offs. Due dates are automatically calculated when changes are made to a task milestone hand-off chain. Task milestones are included in project copy. The Work Plan and Task List pages enable hand-offs backward and forward from a task milestone. Task milestones can exist and complete on the same date as their predecessor. Task milestones are exposed through the API. Introduction of a Push/Pull hand-off mode (in addition to Keep and Break) that enables planners to push or pull an entire chain of tasks while maintaining existing slack values. Shortcut keys for hand-off modes. Milestones added to Task xls import. Ability to filter on task milestones. Planned, Remaining, and Actual Duration fields are added to the Activity Details popups on the Tasks Work Plan, Task List, and Hand-offs pages.
Navigation	Add is now available on the toolbar, enabling you to quickly add rows to a table. Click to add a new row at the bottom of the table or after the selected row.
P6 XML Import/Export	P6 XML import/export is updated to support a new Scope Percent Complete type. This prevents the Percent Complete Type from being overridden when activities are imported from P6.
Portfolios	Proposed Budget and Approved Budget have been relabeled to Portfolio Proposed Budget and Portfolio Approved Budget on the Cash Flow page. This change helps distinguish the fields from manual budget values. Filters for portfolio now include evaluation categories and evaluation score.
Risk	An Update mode is added to Excel risk import, enabling you to make changes to risk data offline and then import the changes.
Security	A new project-level permission set has been added: Cash Flow Snapshots. In previous versions this permission was a part of baseline permissions. If you are using snapshots on the Cash Flow page, you must re-establish this permission as no user will have access to add, edit or delete a snapshot by default.
Summary & Settings	Configured fields created for project cost sheet and project actuals can now be deleted, making it easier to manage fields no longer required for these areas. In previous releases, configured fields could not be deleted; they could only be disabled and would still appear in the table.
Training Center	Information on new features can now be accessed directly in the Prime Training Center. Look for new feature updates every month. Access the Training Center either from the Get Started page or from the Help panel.
Workflows and Forms	Ideas A new workflow configuration is available to assist in routing ideas for approval. From the root workspace, click Assign to bring in system-created workflow configurations that include options to route, review, and approve/reject the idea. Ideas now supports creation of project proposals from accepted ideas. In addition, the default workflow supports field mapping, enabling creation of project proposals without reentering information. Projects Data for project forms can now be edited within the project context. In previous releases, the data was only viewable.

Version 18

18.11 Features

Spotlight

Feature Area	Description
Workflows and Forms	Use forms outside of a workflow process to present information to project stakeholders. This feature enables you to create custom forms with current project data. In Workflows and Forms, create forms and assign the Project context type. On the Forms List page at the workspace level, use the Available On Projects column to select forms. Read-only versions of the forms can then be viewed on the project-level Forms List page.
Programs	Create programs to manage projects with the same goals and initiatives – for example, a program for all building expansion projects. Programs are created at the workspace level. Add projects manually. Use the Milestone Summary page to view key project milestones that impact the program's progress. The Summary Cost Sheet is available to monitor project costs for the program. Reporting options are also available to give information on one program or across multiple programs. Video
Projects	Import projects using Excel format. On the Projects page, select Download Import Template in the Actions menu. Use the template to import projects from other tools that support Excel format. Create codes and user-defined fields in Prime and then download the template. Codes and fields will appear in the template to ensure proper import.

Enhancements

Feature Area	Description
Cost and Funds	Views can now be created and saved on the workspace Cost Sheet page. This feature was previously added to the project Cost Sheet. Import budget planning data for projects. Projects, a portfolio, and scenario must be created before using the scenario import template. Download the import template on the Budget Planning page. Use planning periods (planning horizon) in the template to add budget information for each project, and then import it into the application. Spread values are retained in budget planning when proposed start dates are changed for a project. For example, if the Proposed Start date of a project is moved out 3 months, the spread costs and end date will also move out 3 months. In previous releases, the spread costs would be redistributed and the end date would remain the same. Budget scenario approvals now run as a background service. The background service allows you to continue working in the application while this process runs. A notification is posted when complete.
Prime Professional	Printing options are enhanced in Prime Professional. For many pages, such as Activities and Resource Assignments, Print Preview now includes options to customize the print layout and then print to PDF. Undo and Redo are now available from the Edit menu on the Activities, WBS, Resources, and Roles pages.
Risk	A new General details window is added to the risk register to display the following fields: ID Name Type Manager Status Identified Date Identified By CBS Code
Schedule	Baseline enhancements include: Create and save an unlimited number of baselines. Set current and original baselines. Create baselines for dates in the past using historical data.
Workflows and Forms	Post button is added to discussions in custom workflows, enabling you to post a comment to a discussion prior to submitting responses to workflow steps. Field usability improvements to the custom form designer make it easier to create custom Add Idea forms. Reopen ideas from completed or stopped workflows. Previously, when a custom ideas workflow was stopped, ended in error, or was completed, the related idea became locked in its final status unless the workflow included a step to reopen it. Now, a stopped or completed custom workflow automatically reverts to the built-in ideas workflow, which enables you to reopen the idea for further action. Replace the default Add RFI dialogue with a custom form, and offer users the option to upload a file when creating an RFI. On the Forms List page in the Workflows and Forms app, create a new form and select the RFI context type. When adding fields, include a file grid and enable the Add option. Publish the form, and then in Summary and Settings, under the Default Options menu, select RFI. Under the Forms tab, use the Form list to change the default Add RFI dialogue to the custom form.

18.10 Features

Spotlight

Feature Area	Description
Inbox	Inbox has been redesigned to help you view information about your projects more easily. Access the Inbox via the User Menu or Notifications icon to review action items, such as overdue activities/workflow tasks, and general notifications, such as background services/alerts. Use the left panel to filter listed items and flag those requiring follow-up. The History page is replaced by a predefined Archive option enabling you to archive any item, return it to the Inbox, or delete it. Video
Resources	Generate resource demand from existing resource assignments in a project. The Create Demand from Schedule feature, available on the Resource Demand page Actions menu, aggregates demand for each role assigned in the project as well as roles associated with assigned resources. This enables resource planners to manage a mix of high level and detailed level of projects within the same resource plan.
Risk	Risk is reorganized with a streamlined interface, risk analysis enhancements, and performance improvements for a better user experience. Risk sidebar options are reduced to two – Risk Register and Risk Analysis. The Risk Register provides a Run Risk Analysis button, similar in location and appearance to the Schedule button on the Activities page, enabling you to run an analysis without navigating away from the register. Click the button to launch a simplified Run Risk Analysis dialog that presents three preconfigured analysis types: Fast, Normal, and Comprehensive. The choices guide you to the level of results you need while utilizing analysis options for maximum performance speed. You can still configure Advanced Options yourself if you want to run a Custom analysis. After the analysis is completed, click Risk Analysis on the sidebar to view the Distribution Results histograms and the Mean Impact and Risk Removal Impact tornado charts all from the same page. The Risk Analysis page also provides a Run Risk Analysis button enabling you to quickly rerun analyses with different options as needed.
Workflows and Forms	Track changes to workflow designs and select the version that works best for your configuration. When changes are made to a workflow design, a tool-tip icon is displayed beside all workflow configurations associated with it. Click the tool-tip icon to view interactive diagrams of both the current and updated workflow designs. Use the Added and Removed Elements menus to review the differences between designs, and select the version you want to use. After a design is selected, make changes to the configuration if required, and then click Publish to save it and make the workflow available for use.

Enhancements

Feature Area	Description
Field	Reopen completed inspections and change the area designation for the inspection and linked issues. From the Inspections page in Field, use the Context menu on a completed inspection, and select Re-Open. In the General Details window, use the Area field to assign another area to the inspection. To update two or more inspections at a time, highlight all of the inspections that you would like to update. Hover over one of the selected inspections and click Change Area. Select the new area designation in the Select Area dialog. Check the Update Area for Associated Issues checkbox, if you want to update issues linked to the selected inspections. Matrix reports are now available for issues and inspections in Field. Choose between three matrix report types to help you better visualize issue and inspection progress: Inspections, Company, Area. On the RFI page in Field, columns can now be added for Question and Accepted Answer.
Files	Custom Logs can now be created in files. Use the Logs page in Files to organize, manage, and track collections of related project documents.
Navigation	When all required fields are filled in for a dialog window, such as Add Project or Workspace, press the enter key to close the dialog.
Reports	Variance fields for Activity are now available in reports.
Resources	Prime supports Role and Resource hierarchies to 30 levels. Toolbars for each page in the Resource app are updated.
Risk	The Risk Mean Impact calculation is revised to improve performance and reduce risk analysis time.
Schedule	You can now export schedule data in Microsoft Project xml format from the Projects page.
Scope	Import Work Packages along with Scope Assignments. Previously, to import scope delivery data, it was necessary to create work packages, then import scope assignments. It is now possible to enter both work packages and scope assignments into a spreadsheet, and import them into Prime Projects. Withdraw Approval of Scope Change Requests, and Reopen Rejected Requests. This allows an approved or rejected change request to be updated, and submitted again for review.
Security	When assigning workspace security to users or groups, the permission sets available will be based on the licenses purchased. For example, if you have a Field license, only permission sets for Workspace, Project, File, and Report will be displayed. In previous versions, all permission set types were displayed regardless of the licenses purchased.
Tasks	Task cards reduce in size when the Work Plan page is changed to a multi-week view. Because the surface area of the smaller cards cannot support single-click icons, non-actionable status indicators are displayed, and right-click context menu options are added. The Planning Board calendar automatically scrolls – vertically or horizontally as needed – when dragging a task to the edge of the Planning Board. The Tasks Analysis page provides a new stacked bar chart that displays a project's missed commitments by reason over time. Hovering your cursor over a bar displays a breakdown of reasons by company. WBS, Activity, and Task entity icons are added to the Tasks page grid.
Training Center	The link to the Training Center in the Help panel is enhanced with text, making it easier to identify. Field training is added to the Training Center. Learn how to build a commissioning process, create a safety issue, and create rules to automate work orders for mobile users on the job site. Videos from Administration and Fundamentals are now available in the Screening Room of the Training Center.
WBS	Prime supports WBS hierarchies to 50 levels.

18.9 Features

Spotlight

Feature Area	Description
Reports	Edit reports at the project level. In previous versions of Prime, editing a report affected reports for all projects in the workspace. Now, you have the ability to edit reports for specific projects. For example, create a risk response report at the workspace level for all of your projects, scheduled to run monthly – and then use the same report template for a specific project, scheduled to run weekly. Project-specific reporting enables you to customize the way data is presented by project, focusing on the data that is most relevant to a given initiative.
Field	Prime Field now provides Inspection Matrix reports to show the total number of inspections and associated issues, based on inspection status. Select the Matrix Reports page to view the total number of project Issues, Open Issues, and Reinspections, based on their current status. This feature enables stakeholders to review issue and inspection activity at the highest level, helping them to recognize trouble spots that have the potential to impact project progress. Request Inspection added to the Inspections page. Subcontractors and foremen now have the ability to request an inspection from the field. This saves project managers time, as workers in the field can immediately make an inspection request when work is complete. Go to the Inspections page in Field and click on the Request button to launch the Request Inspection dialog box. Complete required fields and the system will forward the request and necessary forms to the selected Inspection Manager.
Workflows and Forms	Use a custom form to create proposals in the project proposal process. In previous versions, a system default dialog box was displayed to collect general information about the project proposal before it was routed to decision makers. Now, workflow administrators have the ability to replace the default dialog box with a custom form, and select from a wide variety of data types to share with workflow performers. The custom form must include the following fields for the system to recognize it as a project proposal form: Name, ID, Workspace, Project Currency, Copy from another Project, and Status. To replace the standard form with the custom form, at the workspace level in Summary & Settings, expand Default Options and select Project. Click on the Forms tab and use the Add Project Proposal list to select either the default form (which includes the standard requirements for a proposal), or your own custom proposal form.

Enhancements

Feature Area	Description
Cost and Funds	Views can now be created and saved on the project Cost Sheet page.
Field	An Inspection Percentage Complete field is now available for reports and dashboards. A page break option is added for printing groups of issues with associated attachments. When the page break checkbox is selected, issues and attachments are separated by group. Prime Field now enables bulk edits to Issue Status and Responsible Party. This allows project managers to quickly update issues to a single selected status and to reassign multiple issues to a person or company.
Import	P6 XML log has been improved to give more details regarding the import – such as ID and Name of each object, and whether an object was created, updated, or not imported. This feature helps users know which objects may not have been imported. In previous versions, the log only provided a count of how many objects were imported. Assign a license using the import template when adding new users through import. On the Users tab in the import template there are new columns for Schedule, Field, Portfolio, and Idea licenses. Enter True for the licenses you want assigned to the user.
Portfolios	Generate reports on budget scenarios for both proposed and approved budget plans. Create a report and select Portfolio Budget Plan under the Main Subject Areas section. Next, select from the following Supporting Subject Areas to present data for both proposed and approved budgets: Scenario Projects Cash Flow Time Phased Budget Plan Budget Plan Projects Project Cash Flow Other Enhancements: Use the Scenario Projects Cash Flow subject area to report on in-planning scenarios, and view time-phased proposed budgets of all projects in the scenario. Use the Project Cash Flow subject area to report on project cash flow data for approved scenarios. View projects for the selected strategy using the tree view. A project panel is displayed listing all the project attributes aligned to the strategy. In previous versions, you could only view the aligned projects in the list view. Printing is now available in Portfolios for Investor Map, Budget, and Resource Planning pages. The print icon appears on the toolbar.
Projects	Select data that gets copied when you add a new project either by copying an existing project or via template. A new step – What's Included – has been added to the wizard, Select if you want activities, relationships, risks, etc. to be copied into the new project. In previous versions, the copy would bring over all data from the selected project.
Risk	Prime Projects now supports Excel import of customized risk impacts on activities. Risk impacts can be rolled up and total impacts recalculated when a project with risk impacts by activity is copied. Select the type of results when running a risk analysis – Project Only; Project, Milestone and Level of Effort Activities; or Project and All Activities. In previous versions, a risk analysis calculated risk data for the Project and All Activities. The two new options significantly reduce data handling and analysis time. A new option on the Activities page context menu enables you to assign risks to multiple activities. The Risk Run Analysis page now displays the run time with decimal places. Dates on the Risk Distribution Results page now follow the format set in User Preferences.
Schedule	Toolbars on pages in the Schedule app are updated. A new column is now available on the Activities page to display the full WBS path for each activity.
Scope	Several Scope pages are improved so the plus sign only appears next to groupings that contain child records and can be expanded. Fields on the Work Package Changes page are improved to be more clearly labeled – Scope Assignment, Scope Assignment ID, Scope Item, etc.
Summary & Settings	In Summary & Settings under Defaults & Options, the Codes tab is now filtered to only display codes available for the selected object. For example, with Activity selected, only codes that are applied to Activity are displayed in the table. In previous versions all the codes available in the dictionary were displayed regardless of which object you were viewing. The new filtered view makes it easier to focus on the data you want to view.
Tasks	Pages in the Task app are reordered. The pages are now listed in a more logical order, with the Work Plan page first and the Hand-offs page below. On the Work Plan page, customize the number of predecessors and successors shown for a task's hand-offs. Right-click on a task on the Work Plan page, and select View Hand-offs. Use the Levels button to set the number of predecessors and successors displayed. Increase the number of levels to ensure an accurate view of the network of tasks.
Workflows and Forms	Options to replace a project's Detail page with a form is now under the Forms tab. Go to the workspace Summary & Settings, and select Project under Defaults & Options. Under the Forms tab, use the Project Details Form list to select the form that you want to appear on a project's detail page. Usability improvements to the custom form designer make it easier to create Add Idea forms.

18.8 Features

Spotlight

Feature Area	Description
Tasks	The Tasks Work Plan page now supports multi-week views. Previously, the page provided only a single-day or a single week view. Click the list at the top of the page to choose a single day or a 1 to 6-week view of the planning board. Video
Field	Print and email multiple issues, including attached photos, markups, issue history, and file attachments. Use the Print to PDF feature to create a PDF file of one or several issues, and then email or print them out for Project Managers, Site Superintendents, and Foremen. The user has the option to include job pics and attached forms, with or without markups and comments. Include issue history, status, responsible party, and other fields, including custom fields, on the PDF printout.

Enhancements

Feature Area	Description
Calendars	The Manage menu, on the Calendars page in Summary & Settings, has been relabeled to a single button titled Holidays. In previous releases the Manage menu only contained the option to configure Holidays.
Field	Now use quick filters to sort Days Past Due for Field Issues and Inspections. Add the Days Past Due column to a view, on the Issues or Inspections pages. Then filter to find issues or inspections that are running behind schedule. Completion date column added to the Inspections page. Add the Completed On column to a view on the Inspections page, to display and sort inspections by completion date.
News Feed	The Profile page has been relabeled to News Feed. The name change better describes what is available on the page.
Portfolios	Strategic alignment score is added for project strategies. Calculated using all the project strategy alignment percentages, the strategic alignment score can be used in the project selection process for portfolios. The alignment score is available on various pages such as Strategy List, Budget Planning, Scorecard, Scenario Comparison, Investor Map, Resource Planning and available as an attribute for optimization. Strategy Tree View is now available on the Summary Scorecard page in the Strategic Alignment app. This allows you to graphically view the Strategy Hierarchy. Values such as totals and other measures will roll up to each hierarchical level in the tree. The Strategy Summary Scorecard page will now always display strategies. In previous releases, at least one measure needed to be assigned to a strategy before the list would display. On the Strategy List page, you can now print the list to PDF, or any available print driver. In previous releases, no print option was available.
Proxy Users	When selecting a proxy user to manage tasks/activities in your absence, only users with the same licenses assigned as you will be available. This prevents proxy users from accessing applications they would not otherwise have access to.
Reports	Changing a report's output will produce a message to users that have accessibility for the report turned on. It will let them know that the HTML format is not selected and may affect accessibility. The report editor has two new views to build a report, canvas and list. Both views enable you to add the same details to your reports, including main and supporting subject areas, history options, baseline options, and page output and orientation. Question, Cost Impact Description, and Schedule Impact Description fields are now available for RFI reports.
Risk	Quantify risk impacts by activity. You can now specify the schedule and cost impacts a risk will have on each activity it's assigned to. Previously, a risk assigned to multiple activities had the same impact on each. Risk schedule thresholds now use the default workspace calendar's time period settings. In previous versions, risk schedule thresholds all used time period settings from Global Admin. Thresholds can now use different time period settings, as defined by the default workspace calendar. For example, set hours per day to 8 or 24, to ensure impacts are set and evaluated correctly when working in days. Risk schedule impacts are now displayed according to user preferences. Previously, risk schedule impacts were always displayed in days. Impacts can now be displayed in hours, sub units, etc., as determined by the duration display settings in user preferences.
Schedule	In the Schedule app, you can now dissolve activities. Dissolving activities allows you to delete activities and create relationships from each of the deleted activity's predecessors to each of the deleted activity's successors.
Scope	Scope assignment and work package dates are now automatically updated by linked activities. Original and planned dates for scope assignments and work packages are now calculated using the planned dates of the activities they are linked to. Previously, these dates needed to be manually entered and updated. Use the Scope app with project proposals. Plan and manage deliverables for a project proposal. Previously it was necessary for a proposal to be approved and become an active project before the Scope app was available.
Security	When configuring permissions for a workspace, you will only see permission types based on the licenses your company owns. For example, if your company doesn't own a portfolio license, you will no longer see the permissions for portfolio.
Tasks	Tasks with no hand-offs are now displayed horizontally on the page. This makes it easier to view the tasks. In previous releases, the tasks were displayed vertically, making it difficult to scan through them. A quick filter is added for overdue tasks. This filter is available on the Task List, Work Plan and Hand-offs pages. Vertical scroll bar on Task Analysis page now displays below the toolbar. In previous releases, it extended into the toolbar, and as you scrolled down the toolbar would disappear off the page.
Workflows and Forms	Add custom filters to grids in forms. Add a table to a new form, and then create custom filters to display the specific data that you want to share with workflow performers. For example, create a form with the Change context type, and add a table to it. Then use the Filters tab, in the Select Fields detail window, to display data based on the Contract and Commitment Estimate fields. Grid filters are available for the following form context types: Budget Budget Change Budget Transfer Change Order Changes Contract Commitment

18.7 Features

Spotlight

Feature Area	Description
Training Center	Prime Projects Training Center is enhanced with tutorials that provide step-by-step guidance on how to perform functions in Prime. The tutorials provide a complement to the training videos -- enabling you to “try it” after viewing a video. Tutorials are available in four courses: Fundamentals, Project Management, Portfolio Management, and Lean Scheduling. Also, a Screening Room is added to the Training Center for those who prefer to browse the training video catalog rather than go through the structured courses. Video
Tasks	A new Hand-offs tab enables you to create and track dependencies between tasks during lean scheduling. This helps ensure that predecessor/successor relationships between tasks are maintained during the scheduling process. A page displays task hand-offs for the entire project, grouped by activities on the project's CPM schedule. A trace logic window on the Work Plan page displays each task's relationships and automatically calculates the slack between dependent tasks as they are positioned on the planning board. Video

Enhancements

Feature Area	Description
Companies	Companies page has been redesigned to include additional company information, such as labor type, performance ratings, and branch offices. Click a company link to add or view additional company information. Users can be added to individual branch offices. Import company branch offices and associated users with Excel. Searching Companies has been improved with the ability to search on attributes such as business or labor type. Country is now a required field when adding a company.
Cost and Funds	Recalculate option added to the Workspace Cost Sheet. Use the Recalculate button, previously available only on the Project Cost Sheet, to ensure workspace costs are up to date. Cost and Funds / Workflows and Forms Include dynamic cash flow tables on forms in workflows. Add cash flow tables to forms in a project proposal workflow, and give workflow performers the option to enter cost information. Project managers set start and finish dates, and determine the yearly cash buckets for both planned budget and forecast costs. This saves time by giving stakeholders the ability to enter and review cash flow data in a workflow, without having to navigate to the Cash Flow page in Prime.
Dashboards	New Aggregation Types added to charts in Dashboards. In addition to Summation and Count, project and portfolio stakeholders now have the option to select and apply the following Aggregation Types to charts in Dashboards: Average Distinct Count Maximum Minimum
Field	Print issue details directly from the Issues page. Use the new Print to PDF option on the Issues page to print out issue details. Customize the information to be included, including photos and markups. Visual indicators added for photos and markups on Issues. Use new columns on the Issues page to easily identify those that have photos and markups associated with them. Days past due field is added to issues and inspections. View and report on days past due to better track your overdue issues and inspections. The Days Past Due column can be added to the Issues and Inspections pages, as well as their reports. Add photos to inspection completion reports. Configure inspection completion reports with multiple photos from the inspection. Include 2 or 4 pictures per page. Reporting is added for issues. A new main subject area is added for Issues, at both the project and workspace level. Field data is now available to external reporting tools. Leverage your existing reporting tools to analyze Field data, including issues, inspections, commissioning, and job pics, alongside data from other systems.
Ideas	Prime Ideas includes the following enhancements: Additional metrics for tracking ideas and related data. Ideas are added as a subject area for reports.
Import	Import of Microsoft Projects has been improved to include updating existing projects. Auto-Detect checks for a matching project ID, and if one already exists, the import will automatically update the existing project. If no matching ID is found, the project imports as a new project. Select Update Existing to update a selected project regardless of its ID. Prime enables you to select data items to delete from the Excel project import template. This facilitates large-scale updates of project data.
Licensing	Four new license types have been added to Prime: Schedule, Portfolio, Idea and Field. Existing Prime users will be upgraded according to their present license type (multi or per project). Use the Global Admin License Usage page to view the number of assigned and available licenses purchased and to assign licenses to new users.
Navigation	An Add button is now available for the Contracts page and Manage App Presets on the Companies page. In previous versions, when adding a data element to these pages the Add function was only available from the Context menu. An Add button is now available for all Configured Fields and Code tabs for Defaults & Options (where applicable) in Summary & Settings. In previous versions, when adding a data element such as Codes or Evaluation Categories, the Add function was only available from the Context menu.
Portfolios	Portfolio can now be analyzed using Investor Maps. Previously, only projects were displayed in Investor Maps. Portfolio and Strategies Summary Scorecard views are now available in Import and Export Configuration data. This allows you to use them in another Prime environment or workspace without having to manually recreate them.
Project Team	A new Project Team app is available and lists all of the Prime users and companies assigned to a project. It's available in the left navigation for any selected project. Security, Companies and User Group pages are available in this app allowing you to manage who has access to the project and assign them security privileges.
Projects	A new Add Project wizard simplifies creation of projects, project templates, and project proposals.
Scope	The Scope Assignments page now has its own link. You can now access the Scope Assignments page directly from a link on the sidebar. Previously, it was necessary to open the Work Packages page, then click on a work package name.
Summary & Settings	Code values are now created and assigned during import of activities if they don't already exist. Previously, codes and their values had to exist in Prime before import.
Tasks	Ability to create hand-offs on the Hand-offs page by clicking the right mouse button. A Keep Hand-offs toggle enables you to keep or break hand-offs when positioning tasks on the Work Plan page. Slack between hand-off tasks is calculated differently depending on whether or not tasks are scheduled using non-workdays. Toggle option to hide/show hand-off relationship lines. Multi-select input for context menus. Ability to draw hand-off relationship lines on the Hand-offs page. Ability to download and print a diagram of the full Hand-offs page. Ability to break hand-offs when a due date on a planned task is edited. A Keep mode that blocks removal of an uncommitted task's due date when the task has one or more committed hand-off successors. The Type field becomes read-only when a public task with hand-offs is changed to a private task. When a hand-off is created between an unplanned and a planned task, calculation of the unplanned task's due date is based on the due date of the planned task. Ability to open the trace logic detail window by clicking a task in the hopper on the Work Plan page. Interactive Gantt chart support for hand-offs on the Task List page.

18.6 Features

Spotlight

Feature Area	Description
Schedule	A new Schedule Health Check measures schedule quality and reliability based on best practices developed by agencies in the U.S. government. The health check calculates an Assessment Score for each critical assessment item and an overall Schedule Health Score. The feature also enables you to view changes to the Schedule Health Score as you make changes to activities. Video
Navigation	Access an app's pages by hovering over the app in the sidebar. This new navigation feature speeds access to pages and allows you to see an app's pages before opening it. Also, ideas are now available from the Object Selector, allowing you to quickly open or add an idea.
Workflows and Forms	Default forms are now available for Ideas-related workflows. Assign a default form to a workflow, or create a copy and add additional fields. Default forms save time by eliminating the need to create new forms for each workflow. A repository of all system default forms is located in the root workspace.

Enhancements

Feature Area	Description
Dashboards	When creating charts you now have additional functionality (except for Table and Status Meter charts) to group dates by week or month. This gives you the flexibility to graphically view data based on time periods.
Document Exchange	Document Exchange-related objects are now available in Import and Export Configuration data. This allows you to use them in another Prime environment or workspace without having to manually recreate them.
Field	Schedule Import button has been added to the Commissioning page. Drawing Management page is now in the Field app. In previous versions it was in the Document Exchange app. Add markup data to inspection attachments. Use the Field app to create and edit markups to pictures and other files attached to inspections. Make Items and Standard Issues required fields when a user generates an issue from a Safety Inspection form. Prime administrators now have the option to make the Item and Standard Issue fields required during the Issue template set up. When these fields are required, users must complete the fields when generating an issue on a Safety Inspection form. Prime Field system folders now support language translation based on locale. In previous versions, Prime generated Field system folders exclusively in English. Create, modify and save linear Inspection forms in Field. Users with the required permissions, now have the option to make changes to Inspection forms and save them under another title, use them on another project, or save them to another workspace. Enhancements to Field Inspections include: Sharing inspection linear forms across multiple projects within a tenant. Improved workflows to auto-populate items and standard issues from inspections. Offering users the option to save an image of a signature, thereby saving time when completing inspections in the field. Enhancements to Field Issues include: Auto-population of the Item and Standard Issue fields, on issues created during inspections. Printing of all issue markups on a PDF.
Field / Submittals	Print layouts can now be created for submittals and RFIs. Use print layouts to run a report on a single submittal or RFI.
Files	The Files List page is now available in its own app called Files. In previous versions the Files List page was available in the Documents app.
Ideas	Available workflow actions are now available through the Actions menu on the Ideas home page. Ideas are added to the global object selector at the top of the screen. Ability to add a new idea using the global object selector at the top of the screen. A new Idea Listing page can now be accessed from the global object selector at the top of the screen. Custom form configuration fields are moved to the Forms tab. The idea Evaluation and File List pages are moved to the left navigation on the Idea home page. The Idea Detail page is moved to its own context home page. The News Feed is added to the idea home page. Ability to link ideas to projects, proposals, and other ideas using Related Items support.
Keyboard Shortcuts	Keyboard shortcuts are now available in the Help Drawer panel. This helps you to easily navigate Prime using the keyboard.
Navigation	Add row functionality has improved on all pages with grids making it consistent and easier to add data. Simply click in the empty row at the bottom of the grid to add new data or use the Add button to insert a row below the selected row.
Partner Users	Partner users with the proper privileges can add additional users to the partner company for access to Prime. This gives Prime owners the ability to allow their sub-contractors or partners to add their own users to access Prime.
Portfolios	Use named views to add multiple portfolio scorecards to a workspace. In the Portfolio Analysis app, create personal- or workspace-level views with customizable columns. After views are created, apply them on the Summary Scorecard page. More View Options are added to the Investor Map. Click More Options in the Chart Options menu to set up vertical and horizontal reference lines and to use colors to separate the chart into quadrants.
Reports	Create reports with multiple subject areas. Previously, reports were created with a single main subject area such as activities or risks. This feature -- available for both Prime Projects and BI Publisher layouts -- enables you to create more in-depth reports by adding multiple subject areas to a single report. Portfolio Budget Plan is added as a main subject area. Projects, Project Cash Flow, and Time Phased Budget Plan are added as supporting areas under the Portfolio Budget Plan main area. Allocation Source column added to the Funding Sheet subject area. Currency Code field added to the Projects subject area. Improved handling of hierarchical data in Cost reports. Ability to display only one Total in the Cost Sheet report. Ability to group by cost categories in the Project Cost Sheet by Cost Categories report.
Schedule	WBS page displays + sign only for nodes with children. Add Scenario is moved to the Actions menu on the Activities page. WBS now a mandatory field for activities. (New activities inherit the WBS under which they are added or are assigned to the default project-level WBS). Summary activities and hierarchical features are removed from the Activities page. Ability to include activities when copy/pasting the WBS nodes to which they are assigned on the WBS page. Is Under filter support for hierarchical items.
Scope	Enter the cost of a scope assignment transfer. Previously, to update the total cost of a scope assignment transfer, it was necessary to edit its cost rate. It is now possible to update the total cost directly.
Summary & Settings	Measures can now be created at the project level, allowing projects managers to monitor activity level attributes. Project measures are created at the workspace level under Defaults & Options → Projects. These measures can then be viewed as tiles on project dashboards.
Tasks	Project quick filter is added to the Tasks List page. The Tasks List page is enabled in a Project Collection context. Also, Project ID and Name columns are added for greater filtering, grouping, and sorting flexibility.

18.5 Features

Spotlight

Feature Area	Description
Dashboards	Create dashboards and charts to monitor Field data. Generate charts to display issues, inspections, and commissioning data and then add them to project or workspace dashboards.
Field / Submittals	Attach a file when creating an RFI, submittal, or custom log record. This negates the need to first save these new items and then attach a file.
Submittals	Submittal email notifications are enhanced with additional details. The email sent when a submittal action is assigned now includes details such as project name, spec section, and due date, making it easier to track and manage submittal actions. Submittals quick filter now sorted by spec section ID. On the Submittals page, the quick filter options for spec section are now sorted by ID, making it easier to set the filter criteria.

Enhancements

Feature Area	Description
Consent Notices	Consent notices are available in Prime Projects if organizations are required to inform users of how their personal identifiable information is used. A new Privacy page has been added to Global Admin to configure and manage notices. When the notice is turned on, each user is required to accept/deny consent for the collection, processing, storing, and transmitting of their personal information in Prime Projects. Users who deny consent cannot access the application.
Contracts and Commitments	New columns can be utilized when creating Change Order reports. When creating a report with Change Orders as the main subject area, add the following columns: Original Value, Current Value, Start Date, Revised Performance Period, Revised Finish Date and Collected into Change Order. With Collected Change Order as the supporting subject area, add the following: Name, ID, Change Reference, Associated Commitment, To Company, Change Amount, and Approval Date. With Line Items as the supporting subject area, add a column for Collected by Commitment.
Dashboards	Create charts using Strategy data and add them to workspace dashboards.
Ideas	Ideas can now be exported/imported as part of configuration management.
Field	Percent Complete is added to inspections. Track progress on an inspection using Percent Complete, calculated as the total number of fields versus those that have been completed. Set options for naming a completed inspection form. A project-level setting is added to control how the PDF of a completed inspection form is named, making it easier to identify. For example, a form can automatically be saved with "Inspection ID + Description" as its name.
Portfolios	The following portfolio pages have been updated to allow grouping by project codes. Project attribute data will be rolled up to each band level making it easier to view and analyze project data: Budget Planning, Fund Sources, and Resource Planning (Stacked Histogram). Use the Portfolio Refresh task to update project-related information in portfolios. Add a task step to a project-based workflow design, and assign the Portfolio Refresh task to it. When the project record is updated while the workflow is running, related fields in portfolios associated with the project are refreshed.
Projects	Resource demand data is now copied when creating a project from a project template. This is part of an ongoing effort to also include more non-schedule data in project templates.
Reports	Baselines are now available for use in Project Reports. Add columns to show project baseline data under the Project Cash Flow supporting subject area when creating a Project report. Filter conditions are now available for use in Strategy Reports. Filters are available under the Projects supporting subject area when creating a Strategy report.
Resources	Hide unassigned resources and roles on the resource Analysis page for a simpler interface. If you prefer, you can still display all roles and resources -- even those not assigned to activities.
Summary & Settings	Measures can now be duplicated, making it easier to create new measures – especially complex ones.
Tasks	Specify header and footer when printing the Tasks Planning Board. Choose left, center, and right position from Task fields listed in the Print Planning Board interface.
WBS	WBS is added to Excel import. This expands the schedule-related data included in Excel import, providing a flexible method for restructuring a project. Download the Excel import template, update the data, and upload it to Prime.
Workflows and Forms	Ideas Perform workflow actions without having to navigate away from the Idea List. Select an idea on the list, and then use the Context menu or the new Actions column to specify a workflow action. The number of available workflow actions is displayed by an indicator in the Actions column header. Projects Use the Project Total Budget and Project Current Budget fields to automate business decisions in workflows. To do this, create a workflow design that utilizes an automatic decision step to route the workflow in one direction or another. Use a form with a Budget Context Type and include the Project Total Budget and/or Project Current Budget fields. Set workflow configuration to the Project Context type. In the workflow configuration, select the automatic decision step and set Context Type to Budget. Next, use the Conditions table to set the desired outcome based on the values contained in either the Project Total Budget or Project Current Budget fields. Project proposal workflow selection added in Summary & Settings. Administrators now have the option to pre-select a project proposal workflow configuration for all users in a workspace. In workspace Summary & Settings/Defaults & Options, select Project. Under the Workflow Actions tab, select the desired workflow configuration for the Add Project Proposal action.

18.4 Features

Spotlight

Feature Area	Description
Reports	Reports Editor is redesigned to improve the creation and modification of reports. Configure the layout with the left panel of options and select all the columns at once to be displayed in the report.

Enhancements

Feature Area	Description
Dashboards	Chart configuration is enhanced to enable you to specify aggregation type (sum or count) for data fields displayed in a gauge or bar chart.
Cost and Funds	Use the Allocation Sources column on the Fund pages to view where funds are allocated from. Use the Allocation Sources column to determine if the fund was from the workspace, portfolio, or a private project fund. The same functionality is available for portfolio funds.
Export	Email Message Templates are now included when exporting All Configuration Data. Previously, an error prevented email message templates from being exported with all configuration data.
Field	The Inspections page in the Field web interface now supports the use of linear forms. Depending on your permissions, you can view, create, and edit linear forms.
Integration	Integration jobs can now be monitored on the Background Services page. This allows application administrators to view all integration jobs submitted by all users in one location. On the Background Services page a new tab – Integration – has been added.
Portfolios	Fund attributes are now available as Investor Map chart options, enabling you to analyze and monitor the projects in the portfolio based on funding. The attributes are listed in the Financial category and include Appropriated, Unappropriated, Consumed, and Remaining Values. Proposed Fund is now available as a constraint and objective when performing portfolio optimization. This allows you to select projects for the portfolio based on funding attributes.
Projects	Filter and group projects by configured fields in the All Projects view. The previous release did not support filtering and grouping by project configured fields.
Reports	Filter and group reports by codes. Codes are configured at the workspace level.
Resources & Roles	Import roles and resources from an Excel spreadsheet to quickly update or reorganize role and resource data, such as rates, availability, calendars, managers, locations, contact information, and resource/role associations and proficiencies. Download the Excel import template, enter data in the template columns, and import it to Prime.
Risk	Risk Matrix Templates can now be exported as part of configuration management.
Schedule	Go To buttons are added to the Activities page Relationships detail window. The buttons enable you to jump from an activity selected in the Predecessors or Successors list to the same activity in the schedule – to view or edit activity details, for example. In addition, Activity ID is now a default column in the Relationships detail window.
Scope	A Cost Category field is added to all scope items, enabling cost managers to analyze scope costs by category. Scope assignments inherit the cost category of the related scope item, and cost category data rolls up to the Cost Sheet. Scope assignment changes and transfers support cost categories as well.
Security	Users with global profiles can now assign security privileges to determine who may download XLS files from Prime Projects. Users permitted to download XLS files will see a download link.
Summary & Settings	Some pages in Summary and Settings have been renamed and reordered. Data is now Dictionaries, General is now Details, Objects is now Defaults & Options, and Standard Fields is now Field Labels.
Removal Notice	The Cloud Sync feature has been removed. Data can be shared between P6 and Prime using Primavera Gateway.

18.3 Features

Spotlight

Feature Area	Description
Schedule	A Trace Logic detail window on the Activities page helps you better understand which activities are driving the project schedule. Step forward or backward through a series of activities to determine their effect on the overall schedule. View up to 2,000 predecessor or successor levels from a selected activity. Video
Export	Projects in Prime can now be exported in P6 XML format. This enables project owners, managers, and contractors working on the same projects -- but using different instances of Prime or P6 -- to easily share the most current data. Multiple projects can be exported at once. After the export completes, download the exported file from notifications or from the background services page.

Enhancements

Feature Area	Description
Ideas	A new Add & Submit button on the Add Idea dialog box enables you to add an idea to the Idea List and submit it to a router at the same time. This avoids the extra clicks of adding the idea and then using the Actions menu to submit it in a separate second step.
Resources	Display Demand Cost and Commitment Cost rows on the Resource Demand spreadsheet to analyze the general cost of staffing a project. Click Recalculate Cost to update costs when role rates change. Import roles at the workspace level using Microsoft Excel. This feature enables resource managers to quickly update roles data, such as changes in rates or availability. Download the Microsoft Excel import template, enter new data in the template columns, and import it to Prime.
Schedule	An interactive Gantt on the Activities page enables you to work directly in the Gantt chart when building a schedule. Right click to create new activities. Drag activity bars to change their durations and Start or Finish dates. Copy/cut and paste and link or unlink multiple bars at once. Add, delete, or change relationships. And quickly toggle relationship lines, data date, sight lines, and Progress Spotlight on or off using Gantt Settings. Enhancements to the Activities page include an Activity Network view and Progress Spotlight. The Activity Network provides a graphical view of project activities and their relationships to help you better understand each activity's relationship to the overall schedule. Controls enable you to zoom and pan, and to display all relationships or driving relationships only. Progress Spotlight, a popular P6 feature, highlights the project progress updating interval on the Gantt chart as well as the activities in the activities grid that require updating.
Tasks	Copy/cut/paste and drag/drop brings new flexibility to the Tasks Work Plan page. Copy/cut/paste tasks to/from the hopper or planning board. Drag and drop tasks from one activity to another. In most projects, similar tasks are often repeated with multiple activities; these new capabilities make it unnecessary to manually recreate the same tasks each time.
Portfolios	Portfolio Scorecard pages are now editable at the portfolio and workspace level, providing the ability to edit project or portfolio details without leaving the page. Editable project level data includes: Status, Risk Level, Manager, Codes, Earned Value, and Configured Fields. Editable portfolio level data includes: Codes, Measures and Configured Fields. Portfolios can now be refreshed from the Scorecard pages, eliminating the need to navigate elsewhere to refresh. In previous versions you could only refresh the list of projects in a portfolio from the Portfolios page or Budget and Resource Planning page.
Workflows and Forms	Approve budgets within project workflows.  For example, create a project initiation workflow and include a budget approval sub-workflow that allows financial stakeholders to review the proposed budget before a final decision is made to approve or decline the proposed project. Link to the Activities page in forms for projects and portfolio projects. Create a form and select the Project or Portfolio Project context type. Drag and drop a hyperlink on the form. When a workflow performer receives a task, the associated form displays a direct link to the Activities page. The Ideas app now supports custom workflows. The app was already configured with a built-in workflow that takes an idea from creation through evaluation to acceptance/rejection. Now, custom workflows enable companies to tailor the idea approval process to include additional steps or requirements, including approvals by specific personnel. Default forms for adding RFIs and proposing risks are available at the project and workspace levels. In the project or workspace Summary and Settings pages, use the system default form, or designate a custom form for capturing information when adding an RFI or proposing a risk.

18.2 Features

Spotlight

Feature Area	Description
Custom Logs	Create a custom log to manage project documents in a single location, accessible to all users. Create records and upload files, assign permission sets to define access, and collaborate via comments. Video

Enhancements

Feature Area	Description
Cost and Funds	Allocation Rules can now be configured at the workspace level to restrict which projects can be assigned to a fund. For example, a Federal Fund can only finance National Highway projects and not State Highway projects. Create a filter and assign projects that meet the requirement. If projects were previously added to a fund that now has allocation rules created, run Check Funds Validity from the Actions menu to ensure the projects meet the criteria.
Documents	Drag and drop files from your computer directly onto the Documents panel. Instead of browsing for a file to upload, drag it straight onto the documents panel on the Files page.
Field	Create custom reports for Inspections and Issues in the Field app. Use the Reports app to add a new report, and then use the Main Subject Area list to select if the report will track inspections or issues.
Ideas	Views can now be created and saved on the Idea List page. A new back-end feature logs tenant usage metrics for the Ideas module.
Import	Size limit of a P6 XML import file is now increased to 100 MB.
Integration	Gateway now supports task integration between Prime and P6. New objects, fields, mapping templates, business flows, and synchronizations have been added to support tasks linked to activities in Prime to activity steps in P6. This feature allows you to use tasks to manage work on activities and then assess how the tasks impact the project schedule in P6.
Resources	Resource analysis histogram options at the workspace level are enhanced to provide parity with role analysis options.
Tasks	The Tasks Work Plan page provides new printing enhancements. Print the planning board's current week or specify a custom week range of up to one year with the additional option of printing one or two weeks per page. The Tasks List page now uses activity flyouts to provide summary information about the tasks and their status assigned to an activity. Click an activity name in the Activity column to launch a flyout.
Workflows and Forms	Custom RFI workflows are now available in Documents. At the workspace level, use the Summary & Settings page to replace the system default RFI workflow. Review workflow tasks from the RFI log page. Tasks that require attention are displayed under the new Actions column. Include discussions in custom RFI workflows. Create a form to capture or present RFI-related data and then select the Enable Discussion option to include a discussion thread. When the form is associated with a task in an active workflow, task performers have the option to review and post related commentary. Automatically update user fields using the Update Field task in workflows. For example, use Risk Level data in a project proposal workflow to determine the manager for a given project.

18.1 Features

Spotlight

Feature Area	Description
Navigation	Work faster with new streamlined navigation. Use the object selector to open a project or portfolio, and then select an app from the sidebar. Video
Integration	Prime's new Integration Management System provides easier integration with P6 and Microsoft Project. The integration does not require external configuration and comes with predefined business flows (field mappings) to transfer data – just add your P6 connection information. For Microsoft Project, select the workspaces to import your XML projects. Primavera P6 Video Primavera Gateway Video Microsoft Project Video
Ideas	Prime Ideas is enhanced with an Evaluation tab to help you identify the best ideas. The app also provides an Investor Map to view ideas graphically and a preconfigured workflow to guide ideas from submission to acceptance. Video

Enhancements

Feature Area	Description
Administration	Prime now allows you to change the Workspace Label to something that is more relevant to your company – group or sector, for example. Each organization has one root workspace with the option to add an unlimited number of child workspaces to organize and share data such as projects and resources.
Import	Import template for Company & Users has been updated to identify the required fields and instructions for using the template. This improves the ease of use when importing data properly.
Navigation	Enhancements are added to global search. Search for projects, portfolios, and other objects directly on the current page without launching a new dialog box. Additional enhancements include the ability to search by location -- projects near a zip code, for example.
Resources	Resource planning optimization now includes the ability to optimize project selections based on role allocation. In previous versions, the optimization was based only on role demand. Select More Options to choose which type of optimization to use. Measures and configured fields can be created for costs associated with roles. Available fields include Proposed Role Allocation Cost, Role Committed, and Demand Costs. Role analysis histogram options on the Analysis page are expanded to make resource planning easier for resource and project managers. Summary rows can now display Total Usage stacked by Actual, Staffed, and Unstaffed roles or display Total Allocation, Actual, Staffed, or Unstaffed Roles stacked by Project. Prime now exposes the system-generated ID for resource and role assignments with an ID column on the Assignments List page and in the Resource Assignments detail window on the Activities page. This enhancement helps resource managers track assignments across a workspace, project, or project collection more easily and is also helpful for API applications.
Risk	Views created for the risk register can now be exported/imported as part of configuration management. Also, views can now be created and saved on the Projects page.
Tasks	The Tasks Work Plan page now provides an Organize By option that enables you to automatically organize task tiles on the planning board by the company doing the work or by best fit of the tiles on the board. This enhancement enables companies to track their work commitments more easily.
Workflows and Forms	Workflow functionality is improved to make it unnecessary in many instances to specify a specific workflow manager or performer. A workflow initiator can be enabled as workflow manager and performer for all steps. Also, any user selected in a multiple choice field can be enabled as a workflow performer.

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Last Published Thursday, December 22, 2022

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