Release Notes 2024

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Portfolio export

• You can now export the Portfolio tab (which can be accessed from All programs > the Portfolio tab).
• Use this tab to visualize all of the programs across your portfolio.

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Updated project cost tab

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SVG export

• Certain visualizations (program summaries, program and project timelines) can now be exported as an SVG
• This allows you to import the visualization into a PowerPoint slide and make edits to the text, colors, and shapes as required

• Select the imported SVG > right-click > “Ungroup”
• Adjust the text, colors, and other elements as necessary
  • Common adjustments include needing to rescale the ungrouped objects and adjusting the text size

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Stage summaries

• The summary bar for a project or program stage now displays:
  • The total number of items in the stage
  • The earliest start date and the latest end date in the stage
  • The duration (span) of the stage
• This will make it easier for you to quickly see important information about a given project or program stage

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Update task dates from project

• We previously implemented a feature to update the dates of an objective to match its sub-project’s dates. We’ve now extended the feature to tasks with sub-projects as well.

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Performance improvements

• A variety of performance improvements throughout the product
• In particular, the All projects listing page now loads much faster.

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Bug fixes

• Fixed bug where the stage selection dropdown did not always work as expected when creating a new task
• Fixed bug where exporting PNGs in Safari did not always export properly
• Fixed bug where dragging and dropping tasks / objectives would sometimes reorder other tasks / objectives
• Fixed bug where Project and Program filters on All tasks / All projects were not working as expected in Saved Views
  • If you previously had a Saved View with a project or program filter, you may need to remake it

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Improved datepicker

• We’ve made major improvements to the user experience of using the datepicker
• The datepicker is now more intuitive when updating the start date, end date, or duration
• We’ve replaced the icons next to the dates to represent whether the date is computed or not
  • Dates in italics now represent calculated dates from dependencies
  • Non-italicized dates indicate chosen dates or dates for tasks / objectives that are not pending

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Sync Objective dates to project dates

• We understand that building out a project is sometimes used to determine the Objective’s “planned dates”
• If the Objective’s “planned dates” do not match its project’s dates, you can now click the Update objective dates to update the objective’s dates
• The same feature is available for updating planned objective costs

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Project timeline redesign

• For an individual project, view the Timeline tab to see the cleaner timeline design that we have rolled out.
• This timeline offers more customization options (use the Display button at the top right) to view the tasks in a project

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Bug fixes

• Fixed bug where bulk deleting tasks from a duplicated project caused errors

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Portfolio tab on programs

• See cumulative cost and breakdown of that cost at a given time
• Pick a scenario from the program selector to see how different permutations of scenarios can affect cash and cost

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Program timeline redesign

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External collaborators

• External collaborators can now be invited to your Orchestra organization by organization admins
• See User management for more information

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Bug fixes

• Fixed a bug to accurately display the duration on the project preview card from a task or objective

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Tag categories

• Tag categories are now available to more easily organize your organization’s tags.
• Manage your tags via the Organization Settings page (only available to Admins).

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Objective sidepanel now displays Project metadata

• This allows you to more easily see if dates or status are mismatched
• Project now includes % complete, which is a time-weighted calculation of the completed tasks within a project
• Additionally, you can toggle on Objective metadata from the Project Overview tab to see side-by-side date and cost information

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Improved UX for attaching project to Objective

• We updated the wording of the options to make it more clear
• We now include an option to “Create a new copy of an existing project”

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Performance improvements

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Bug fixes

• Fixed bug where we were incorrectly showing a “risk” when the end date of the objective was the same as the end date of the project
• Horizontal scroll bar is now present without needing to scroll all the way to the bottom of the page
• Duplicating tasks now works properly in the expanded Objective’s “Project tasks and events” tab
• “Won’t Do” is now included in all status filters

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Visualization improvements

• Major visual improvements to program summary charts
• Cost charts are now displayed on program scenarios as well as the program summary tab

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Assign tasks to multiple users

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Bulk set stage and tags

• Bulk set Stage on tasks within a project
• Bulk set Tags on tasks within a project

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Bug fixes

• Users can now properly update the method of a task after removing a fulfillment project
• Notification emails are now properly sent to users when they are marked as the assignee of a task
• When creating a new task, the modals to add “repeats” and “tags” are no longer cut off
• Tags now properly save upon task creation