Nov. 4, 2021
Groups Enhancements/Changes
- New - Sub-groups.
- You can now add an existing group to your new group.
- Updated the group tabs to include a new Sub-group tab
- Added Sub-group Name as a field on the Members list
- A group can possess one or more sub-groups. Sub-groups cannot be nested.
- New - Three new fields: Group Person Type, Group Position/Degree and Group Department which allow you to record the status of the member when they joined the group.
- New - A new xls report on the Members tab, that shows all of the support rows for the members of the group.
- Default tab when opening a group is now the Members tab
People Enhancements/Changes
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List
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We've added two new fields (hidden) on the People list that can be added by you, sorted, filtered and/or grouped.
- General Exams Date
- FPO Exam Date
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Information tab
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You can delete AMT entered Thesis titles.
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You can add more than one Thesis title.
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Reports - 2 New Reports
- Two new education reports that link to the IW. You must have IW access to execute the reports and receive results.
- Education Report (Department Admin) - run an IW report with IW Department Admin access.
- Education Report (Department Manager) - run an IW report with IW Department Manager access.
Faculty Projection Changes
- Summary tab
- New Report Icon (camera) - Downloads a "snapshot" or high level overview of the PI's portfolio as an xls file.
- Removed all rows when the fund metrics have balances of zero.
- Correct PI name format on projection reports.
- Expense tab
- Added new Forecast Budget column.
- Added new Forecast Budget column.
- Funding tab
- Updated logic to allow only forecast budget for sponsored funds.
- Updated logic to allow only forecast revenue for non-sponsored funds.
- Projection List
- Enabled group by function for Projection Start Date and Projection End Date.
- Settings (Gear icon)
- Added Closed Programs to the standard configuration when creating a projection.
Dashboard
- New Person Card
- Updated to include department transfers.