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What's New in Version 7.1?

This section shows a brief overview of the main improvements.

1. User interface improvements

1.1 Navigation from the project description

The design of the project description has been redesigned to add two new tabs, “Tasks” and “Document”. The goal is to provide direct access to any project related item directly within the project description, avoiding unnecessary menu navigation. The tab “Tasks” contains a WBS view of all project tasks and millstones, as well a direct access to the Gantt.  Each item can be accessed from the embedded view.

The tab « Documents » contains all project related items, classified by type. Each item can be accessed from the embedded view. 

 

1.2 New text editor

A new text editor with better text formatting capabilities has been introduced.

 

1.3  My charts

The tab “My Charts” has been removed, since it can be easily defined as part of the navigation and has been added to the new default navigation profiles as part of the “Report” tab.

 

2. Configurable views enhancement

2.1 Multiple grouping level 

Now configurable views support multi-level grouping.  As you can see above, in this view Assignment are grouped by “Project” and by “ Assignee”.  You can even add more levels like here for instance, by status.

 

2.2 Support of WBS hierarchy in configurable views

Now when adding OBS as a column in a configurable view and grouping on this column, Genius Project will automatically manage the unlimited grouping level necessary to display the OBS hierarchical structure. 

 

2.3 Color rules

It is now possible to define rules to manage text of background colors of cells or entire rows.  For instance, here we define two rules to display a red background color if the workload was more than expected or a green text if less than expected.  Please refer to the rules definitions in the figures below. 

Note:  All color coding rules will also be effective in all exports. See new export function below. 

 

2.4 New export function

The export function from the configurable view has been redesigned to support large data export and give the flexibility to choose between Microsoft Excel and CSV format, and to provide a title for the export.

The way to provide access to the export has also changed. The generated export is now displayed in the Genius Project main view pane and clicking on the link will start the download.

 

3. Project categorisation with hierarchical structures

Genius allows an organization to define their own project classification criteria.  Via Genius setup it is possible to define up to 10 different project classifications.  It is now possible to use hierarchical structures as classification criteria. For instance, let’s define a hierarchy to classify nature of scrum projects.  We have the following hierarchy:  Scrum or not and if scrum then 3 levels, Software, Version and Sprint.

 

Once this hierarchy has been defined we can use it for the definition of one of the the project classification criteria in the setup.

 

And now it can be used as one of the categorization criteria.

Note: As for the OBS access, rights can be based on those hierarchical categorizations.

 

4. Rate by customers

It is now possible to define rates by customer, meaning that you can define for each of your customers a particular cost and billing structure.  Those rates are attached to your customers as company rates.

4.1 Definition of “Company/Customers Rates”

Customer rates are defined in the setup of the resource database.  We call those rates “Company rates” as opposed to “Resource rates”, which are designed to define default rates plans when no customer rates plans applies.  Don’t be confused since the “Resource default rate” can be defined by companies.

 

When creating a new project, if you associate this project with a customer, Genius will ask you if customer rates have to be used for internal cost, billiing rate or both.

 

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Testimonials
EPSI

When evaluating Genius Project, we found that it had a great balance between price and available functionalities.The solution is highly customizable to fit one's reality and integrates seamlessly via an open API. They display an excellent knowledge-base via a combination of their experts and web content.

Ibrahima Bah
IT Project Manager
Flomatik

The main reason for selecting Genius Project can be attributed to the first class service delivered by the Genius team confirming that we can build a long standing partnership with a trusted advisor, rather than just a transactional supplier/customer relationship. 

Another big factor in selecting Genius Project is the fact it delivers 90% of what we need today out-of-the-box and has the scalability and flexibility along with its technical team to meet our future needs.  In addition, Genius Project's user-friendly GUI is nice, clean and easy to follow with direct terminology and menu options that can adapt to our business.

Matt Harrison
Head of Programmes & Service Development