Skip to content
From the 'Projects' section of the Records console, project managers (but also any other person with the Specialist role) can access all open and completed projects. From there, it is possible to see the details...
Category: Project Management
The ‘Resource planning’ section in the Analytics console is an indispensable instrument in the toolbox of project managers. It allows them to make sure that the members of the project team do not have too...
Project managers will know that projects rarely go exactly as planned. To help them have a complete overview of the most important indicators of a project at any time, they have the project baselines available...
When a person’s approval is needed for a task or a project task, and that person has not turned off email notifications, an email is sent that can contain links to approve or reject the...
Earlier this year, it has become possible to send an email from a request. That email becomes a note, as well, and replies to it also turn into notes within that request. Not long after...
A small usability enhancement has been made for Project Management. Often, when editing a project task to add an assignee for that task, a user will want to link him- or herself. This would then...
Several fields of project records that could previously not be accessed by automation rules are now available for automation. This concerns mainly the financial information of a project: effortvaluecost_of_effortcost_of purchasestotal_costbudget_allocated This allows an organization, for...
It was already possible to create automation rules for specific project tasks, and to update the phase of a project task. Now it is also possible to create generic automation rules on project tasks. This...
Skill pools are groups of people who share a specific capability. A fixed hourly cost can be attributed to a skill pool to help project managers estimate the cost of tasks for which the specific...
Many teams have already prepared an agile board for their members. That makes it possible for the team members to pick up work from their team’s board. Requests, problems and change tasks could already be placed...
When work on a task should not start before a specific date and time, the change or project manager specifies this start moment in the Start no earlier than field. This ensures that when the...
People who have the Specialist role have always been able to update the assignment of change tasks. Now they can do the same with project tasks. This makes it possible for specialists who receive a...
Many of the actions available in the 4me toolbar and in the Actions menu can now be used to update multiple records at the same time. This extension of 4me’s mass update functionality can significantly...
The menu option 'My Projects' is now available in 4me Self Service and the 4me App for all end users who have been added to at least one project task by a project manager. This...
There were already quite a few reports that visualize a breakdown of completed work in a pie chart. A typical example is the report 'Completed Requests by Category'. But customers have asked for similar reports...
After a project task has been assigned to someone, this person can open the project task in 4me Self Service or in the 4me App, even if this person does not have the Specialist role. ...
It has been a while since skill pools were introduced. A skill pool is a group of people who share a specific capability. Project managers have been assigning tasks to skill pools when they are...
Several new reports have been added to the 'Reports' section of the Analytics console to help organizations generate an overview of the records that are in danger of not meeting their target. The following two...
4me's SCIM provisioning capabilities have been extended to make it possible for organizations to automatically include a link for starting a Microsoft Teams chat session in each 4me person record. Using SCIM, it is possible...
The minimum planned effort for the completion of a task that is part of a change or project was one minute. But because more and more tasks are executed automatically, it is now possible to...
To allow organizations to track the success of their change and project management processes more easily, two reports have been added to the 'Reports' section of the Analytics console. These reports track the following KPIs:...
The time entry export files are special because many organizations rely on the data in these files as input for their automated internal chargeback or billing process. To make it easier to include information about...
A few more date range filters have become available. These new filters have become available for the views and reports of the following record types: Requests Next target Problems Analysis target Releases, Changes, Tasks, Projects...
The following three reports have been added to help organizations keep track of the time they spend on each project, as well as the cost of this effort. Cost of Time Spent by Project Time...
It has become very easy to look up all the task templates that are part of a specific change template or project template. The filter 'Change template' is now available in the task templates views...
As part of their compliance efforts, organizations practice risk management. They do this to ensure that they identify potential risks in advance, analyze these risks and take precautionary steps to eliminate them, or at least...
It was already possible in 4me to filter project views and reports by program. This is important for program managers who want to keep track of all open projects that are part of their program. ...
When someone has entered a value in the Time spent field of a request, problem or task and this person subsequently presses the Save button, then a new time entry gets generated for the amount...
The Time spent field of a request, problem, change task or project task now becomes required whenever text has been entered in the Note field. Some organizations, however, require a note that justifies the effort...
Some support organizations prefer not to ask their specialists to keep track of the time they spent on individual assignments like requests, problems and change tasks. They make sure that the option 'Assignment time tracking'...
The rules that determine when the Time spent field of a request, problem, change task or project task becomes required have been adjusted. The objective of this adjustment is to ensure that people do not...
When a specialist sets the status of a request to 'Completed', the Note field becomes required. The same thing happens, for example, when the status is set to 'Waiting for...' in a problem or task....
When people are planning to be unavailable to work on assignments, they are now able to specify this in 4me. They can do this by opening their profile in 4me Self Service, in the 4me...
Not too long ago it became possible to assign project tasks to teams. Now another project management feature has become available. This one allows project managers to assign tasks to skill pools. A skill pool...
4me automatically takes a snapshot of a project each time a new phase starts. These baselines tell project managers whether or not their projects are still on track. A new option has become available that...
In addition to the earned value charts that have been added to the baseline, there are two more charts available now to help project managers track the progress of their projects. These other charts are the...
4me's support for the Earned Value Management (EVM) methodology has been extended. It now offers two graphical representations that visualize whether a project is progressing as planned. These graphical representations are the Earned Value chart and Earned...
The Gantt charts of changes and projects that are managed in 4me offer a helpful graphical overview of the tasks, the order in which they should be completed, as well as their timing. To provide an...
4me’s Service Navigator could already be opened from requests, problems, changes, releases, projects and SLA reports. Now it is also possible to open the Service Navigator from change tasks and project tasks. To do this, simply...
The new Baseline functionality for projects makes it possible for project managers to identify deviations from the plan as soon as they occur. As project members work on their tasks and enter the time they...
Gradually more and more advanced functionality is being added to 4me for resource planning. It has recently become possible to plan changes and projects more precisely because managers are now able to specify the planned...
At the bottom of the ‘My Inbox’ section, the 4me App and 4me Self Service used to list the change tasks and the project tasks that were assigned to the user and are already finished....
Project tasks can now be assigned to teams. This is something that many customers have asked for, because it makes it easier for project managers to plan their projects. Project managers can now simply assign...
Every person was already able to specify his or her language in 4me. This ensures that 4me’s user interfaces are presented in the user’s preferred language. Now 4me can automatically translate any note that is...
Project managers can specify the planned effort for each assignee of a project task. The actual effort increases every time an assignee enters a value in the Time spent field of the project task. 4me...
A few more reports have been added for the support of the Project Management process. The new reports are: Open Projects by Customer Open Projects by Manager Open Projects by Program Completed Projects by Customer...
Two more reports have been added to the 'Reports' section of the Analytics console for the change and project management processes. These new reports are: Registered and Finished Tasks Registered and Finished Project Tasks These...
The Planned duration and Planned effort fields used to provide the ability to enter a number of hours. But since resource planning is becoming more important in many organizations, more precise planning is needed. To...
The Reference feature has become available in the Note fields of requests, problems, releases, changes, change tasks, projects and project tasks. This is an important usability feature that makes it possible for specialists to include...
The views of 4me’s Inbox console have undergone a major makeover. When specialists open their 4me inbox, they will initially not notice a major change. Their inbox still presents the assignments in a table layout....
People who have the Project Manager role are now able to see the time entries that their colleagues added to the tasks of the projects they manage. Similarly, change managers are able to see the...
It is now possible to use the Automation Rules to copy an entire note, including its attachments, inline images, mentions and formatting, from one 4me record and add it as a new note to another...
The option 'Work hours are 24x7' has been added to all change tasks and project tasks. Change and project managers can use this option to apply a 24x7 work hours calendar (without any holidays) for...
Some good news for the people who have been administering automation rules for changes and projects. They will be happy to hear that, from now on, their rules are duplicated when a template is duplicated. Continue...
A set of 31 additional reports has become available in the 'Reports' section of the Settings console. This is the greatest number of new reports included in a single release. Continue reading
The order in which the requests that are linked to a change are presented within that change has improved. In the past, the requests would be sorted by their ID. Now they are sorted first...
It is now possible to use Automation Rules functionality of 4me to set or update the Planned effort field value in change and project tasks. Continue reading
The Notification Center, which became available for support specialists in 4me's full UI last week, has been made available in Self Service. This means that end users are now able to benefit from the Notification...
The Notification Center is where specialists can now find the notifications that 4me has always been sending them by email. To access the Notification Center, click on the Notifications icon in the toolbar. Continue reading
An approval task of a change, as well as any project task, can be assigned to multiple people. For each approver or assignee, a small record is linked to the task. Such records contain information...
A new feature has been added to the automation rules. This feature makes it possible to perform a lookup in 4me to check whether a specific record exists. For example, a lookup can be performed...
A new type of update action has been added to the Automation Rules functionality. It is the 'Add' action. Rather than being able to set a field to a new value, this new action makes it...
Automation rules can now be added directly to task templates. In the past, it was only possible to add automation rules to task templates that belong to a specific change or project template. Continue reading
A start has been made with a new overview that shows the workload of all members of a team. The new view can be found in the 'Resource Planning' section of the Analytics console. There,...
Project managers are now able to register invoices from suppliers. They can only add these invoices to projects that they are the manager of. Continue reading
The Project Manager training module has been added to the online learning center. This training makes it possible for project managers to get comfortable with 4me's Project Management functionality, without having to leave their desk....
The Planned effort field, which was already available in project tasks, has now also become available for change tasks. The planned effort can be specified in task templates to ensure that change managers do not...
The PDF design field has been added for approval tasks of changes and projects. This field is also available in change and project task templates when their category is ‘Approval’. Continue reading
An extra option has been added to the Trigger field of automation rules. It is the option ‘After delay’. Continue reading
When you open a change or project in View mode and you click on a task within the small Gantt chart that is presented at the bottom of the screen, this task is presented in...
To ensure that change managers do not unintentionally affect a change template when they update a task template, they are now warned when this could happen. A warning is displayed when a change manager opens...
Change managers have provided some useful feedback that has helped us perfect the Gantt Chart interface they use to plan their changes. The results are the following 3 usability improvements: Continue reading
The interface that change managers use to manage their changes has drastically improved. With this new interface, change managers can plan a change using a graphical representation (a Gantt chart) of the implementation plan. Continue...
Any person who has the Account Designer or Account Administrator role can add automation rules to the tasks of the changes or projects they manage. What's probably more important is that they can also add...
The Resource Planning view for projects has been improved. This is the view project managers use to ensure that the project team members do not have too much work assigned to them. Continue reading
Project managers are now able to switch from a project's Gantt Chart to the Resource Planning view. The Resource Planning view allows them to ensure that the members of the project team do not have...
When you receive an automated email notification from 4me, for example because a request has been registered for you, you can reply to this email. Your reply then gets added to the request as a...
The Bubble Chart Analysis was recently introduced. Now it's time for another important tool for the Portfolio Management process. It is the Waterline Overview. You can find it in the 'Portfolio Management' section of the...
To help organizations decide which projects to fund, a bubble chart has been made available. It can be found in the new 'Portfolio Management' section of the Analytics console. This bubble chart shows all proposed...
In many cases, a project manager will start to plan a new project by adding tasks to it. You can see how easy it is to add tasks to a project in the Project Registration...
Support for the project management process has been added to the 4me service. Account administrators can activate this functionality by going to the Settings console and registering at least one project category and one project...
If you were at InfraVision's 4me Customer Event today, you would already know about the new Mentions feature. This exciting new feature allows you to 'mention' someone when you are adding a note to, for...
