- Make a Custom Dashboard Your Default Dashboard
- Enhanced Team Builder
- Revised Custom Report Data Permissions
- Hide Amplify Index
- Table View for "My" Registers
- Total Target on Goals Dashboard
- Classification Settings Page Restyled
- Configure Resources Types for Your Project
- Redesigned Hamburger Menu
- Other Improvements
- Issues Resolved
Make a Custom Dashboard Your Default Dashboard
Our Power BI users now have the ability to set a custom dashboard to be displayed by default when they access any project or initiative.
This is made possible by making the custom dashboard selectable in the Available and Default Dashboard setting for the relevant classification. To do this:
- Go into the Administration settings page for the classification.
- Select the desired dashboard in the Available Dashboards field.
- Next, set the dashboard as the default in the Default Dashboard selection field.
Users will now be able to see the dashboard when they navigate to any project of that classification.
Enhanced Team Builder
The Team feature has been updated with a new look, more granular permissions, and a page to review the roles and permissions of all users in the team.
We changed the layout of the Team page to show a card layout instead of a list view. There is a pen icon on each card that allows you to modify the user role or remove a user. If you want to change the name of the team, click in the name field on the right-hand side and type in the new name.
Permissions have been made separate and granular targeting specific functions in Amplify. You can view all available permissions for a role by accessing the Edit form for a role.
If you want the permissions to apply to the hierarchy below the team, you can use the Cascade permissions setting. For users with no rights to view data in the hierarchy below the team, you can allow viewing a summary of initiative and benefits data on the dashboards using the setting, Allow dashboard access to child initiative and benefits data.
We have introduced a new section called Audit, which allows you to view the roles and permissions that each user has in the team. You can also export this data to an Excel file.
Revised Custom Report Data Permissions
Some of our customers found that the custom dashboards made available to the regular users of the system exposes data that they don't have access. In this version, we give you the ability to control this. We allow the administers the ability to link the API user to their Amplify user account so that the viewing user is able to see only the data that their Amplify user account has permission to view. Find out how to do this.
Hide Amplify Index
This version gives you the ability to hide the Amplify Index if you don't need to see it at the top of the page.
We have introduced a configuration setting to achieve this. Disabling this will hide the Amplify Index on several interface areas including the initiative and benefits table's column selection list, initiative and benefit cards in addition to being hidden on the initiative and benefit dashboards.
The Enable Amplify Index setting is available under Site Settings in the Administration section.
The Amplify Index Comparison series configuration will not be available when the Index is not configured. The Benefit Health Overview widget on the Performance dashboard will also be hidden.
For more information, see How to show or hide Amplify Index.
Table View for "My" Registers
Based on feedback, we've updated the My Initiatives, My Benefits, and My Risks registers with table views.
This will allow you to manipulate data directly and quickly from your home dashboard by viewing all the items that you own in the table view.
My Initiatives table view
Total Target on Goals Dashboard
The Goals dashboard shows the Target and Plan for the reporting year at the top of the graph. This is okay if you have annualised goals, but for users that want to work towards a cumulative goal, this value is not much helpful.
We have added Totals on the dashboard to take care of this scenario.
If the goal is set as cumulative, the dashboard will now display the Total Plan and the Total Target in addition to the individual values for the reporting year.
Classification Settings Page Restyled
This release provides a revamped user interface that the administrators can take advantage of. The classification settings page for every classification is now a tabbed page. We've organised the configuration options by grouping them in two tabs:
- General Configuration
Settings for the initiative classification are grouped into a few additional tabs.
- General Configuration
- Stage Gate Process
Configure Resources Types
Before you can assign resources to a project, it is important to define the type of resources you can use in a particular type of project.
This was not possible in Amplify. Previously, you would define a set of resources globally, and all of them are available for use in any initiative.
We have refined this behaviour to allow you to do a bit of resource planning ahead of time. In this version, the admins can define what resource types should be allowed for a particular type of project by mapping specific resource types to specific initiative classifications.
To do this:
- Navigate to the initiative classification edit page.
- Under the Resources tab, select all predefined resource types that are allowed to be utilised in the initiatives.
- Save the settings.
Redesigned Hamburger Menu
Buttons have been replaced with plain text options to provide a cleaner, simpler look. Clicking on the options with ellipses will display further options or a window to complete the action.
- There was no way to distinguish between benefits and disbenefits when both are positive values. We have included a column in the Benefit Ledger view to indicate whether the benefit is a disbenefit or not.
- We've changed the default translation of "No Approvers Assigned" to "Pending Approval - No Approvers Assigned" to clarify the state when the approval has been submitted but has no associated approval responses.
- The impacts listed on the Project-Impact Delivery widget on the Project Dashboard will now be hyperlinked. Clicking on the name will display the corresponding dashboard.
- The Project-Impact Delivery widget will show the dependency between tasks and benefits.
|AMP - 1077
We fixed an issue where the lock icon for table views in Initiatives submenu disappears if the page is not refreshed after a new view is created.
|Currently, the password complexity requirements that shows if SQL server rejects creating the API user via the firewall page is missing one requirement. It is that sections of the username can not exist in the password. We've included this in the message.
|AMP - 1103
|Rebuilding custom field views fail when a custom field dataset identifier is saved as "value". The fix makes sure that dataset identifier for any custom field cannot be "value".
|AMP - 1207
|We fixed an issue on the My Measures page where data was not loading.