Video 2020 European Virtual Conference: Tempus Resource 5.2: Customer-Driven Enhancements, Updates, and Brand-New Features


November 5, 2020

You can watch the replay of Sean Pales’ full presentation, “Tempus Resource 5.2: Customer-Driven Enhancements, Updates, and Brand-New Features,” below:

Sean Pales of ProSymmetry presented at the Tempus Resource 2020 European Virtual Conference on October 8, 2020.

Attendees at the Tempus Resource 2020 European Virtual Conference got a special preview of the soon-to-be-released version 5.2. Sean Pales of ProSymmetry demonstrated a host of improvements, enhancements, redesigns, added features, and new capabilities—all driven by customer feedback and user demand. Read about them below and contact ProSymmetry to schedule your demo today.

Updates and Enhancements

PPM Features

  • An editable and interactive Kanban View, which was introduced in 5.1. Now you can double click on any card to edit and interact with project attributes or drill down into sub-entities.
  • Ability to insert columns; sort and filter by project attributes; and zoom and search within a new, portfolio-level, Gantt view.
  • Configure Available Views is a new general setting that lets you allow or restrict which views are available to individuals.
  • When cloning, the default will clear actual allocations and actual demand datasets (you can change this option with one click).
  • New advance filtering for audit logs.

Skills Management

  • Build Teams interface redesign now lets you search for resources using skills matrix data.
  • You can now search and replace resources using skills matrix data.

Bulk Project and Single Project Allocation

  • A new security feature breaks out project access entitlements, so that you can individually grant or restrict access to Planned Allocation, Planned Demand, Actual Allocation, and Actual Demand.
  • Insert columns of resource attributes into an SPA grid.
  • Cross-project allocation formatting now aligns with your 0/- preference from General Settings; and you can quickly browse these projects with new hyperlinks.
  • SPA Resource Replace allows granular replacement—an individual day/week/month across one or multiple resources. You can sort and filter using this data, or insert skills matrix data into the net availability grid.
  • Build Team has an updated layout, with support for resource attributes and skill matrix insert.
  • Create and manage views in Bulk Project Allocation and Bulk Project Allocation Flatgrid interfaces.
  • Work through bulk editing and forecast management more quickly by saving all filtering and layout options within each view.
  • You can now save resources assigned to a project without a Plan/Actual Demand/Allocation with the new zero value assignments. These will persist in order to allow you to stage resources prior to entering Allocation/Demand data and create assignments without these specifics.

Resource Request Workflow

  • You can now insert project and resource attributes into the resource request grid, as well as group, sort, and filter by project and resource custom attributes.
  • Now you can manage attributes separately from the resource approval process when making decisions.
  • A new function allows you to search for skills directly within the resource request workflow, and you can search using skills matrix data.
  • Resource managers can now insert resource attributes and skill matrix values directly into the resource replacement grid.

Reporting

  • Reporting folders are a new feature to structure and organize reports, allowing you drag-and-drop functionality to move reports across the folder structure.
  • In Reports, users can choose their preferred view, while the legacy report list view remains available.

Timesheets

  • New ability to administratively exclude projects from timesheets.
  • Now you can choose to enforce time entry at the task-level, project-level, or both.

Sheets

  • Improved copy-and-paste enables capture of all formatting and calculation details.
  • Now your updates apply to single cell copy/paste as well as the entire row or multiple rows.
  • We’ve improved row and multi-row deletion performance.
  • Any column width adjustments persist when you Save.

Excel

  • We’ve created a new tab for import time phased admin time by resource from Excel.

API

  • New capabilities to write admin time via API; write allocation/demand by quarter, month, or week; and write capacity by quarter, month, or week.
  • Use the API to lock and unlock projects.

Other Tech Enhancements

We have some big plans for Tempus 5.3 already in the works. You’ll be seeing a plug-in logic capability that will give you more control in building and deploying seamless custom interfaces inside Tempus. We’re also preparing more control of Orchestrator, a currently separate desktop development tool designed to help with integrations, automations, workflow, email alerts, and more.

What’s New to Tempus in 5.2

Global Search

Now securely perform global searches across your entire Tempus environment to find anything, anywhere in the system. Quickly find projects, resources, attributes, reports, and more with fewer clicks and some cleaner UI updates.

Portfolio Planner

This new reporting and analytical engine is the star of Tempus 5.3, allowing you to conduct project prioritization with multi-criteria scoring, evaluate existing or new portfolios under resource constraints, and identify what can or cannot fit into your portfolio given those constraints.

Portfolio Planner can be used as its own decision support analytic, its own what-if engine, or connected to the Tempus What-If tool. Designed for maximum flexibility and future enhancements, it allows you to dynamically assemble new portfolios and modify existing ones with live data or what-if data. The powerful algorithms and force-in and force-out capabilities show you the real impact of multiple options.

Additional features include:

  • Create new portfolio planner reports from report management.
  • Setup similar to RAR2-style reports.
  • Supply-demand display with time filter and color-coded project ordering.
  • Project Order panel that enables drag-and-drop reordering, column insertion, and force-in and force-out scenarios.

To learn more about all the powerful tools in Tempus Resource that can transform your organization’s Resource Management, contact ProSymmetry, makers of Tempus Resource, and schedule your demo today.

And be sure to check out all of our speakers from the Tempus Resource 2020 European Virtual Conference.

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