Uplift in Change Management
The Change Management process has been uplifted for improved validation and to include changes and conflicts for in scope fields only.
The Change Management process has been uplifted for improved validation and to include changes and conflicts for in scope fields only.
The financial analysis task can now be configured so that the Actuals, Scenarios and Summary Tab can be merged in a singular view. This will empower users who have a preference to see this data merged on the same screen. Previously, a user would not have this option as the Actuals tab would be mandatory for the Financial Analysis task.
The financial analysis task has been enhanced so that a user can defer a particular entity's financial analysis. This will enable users' flexibility to choose which financial analysis to further review.
The Financial Analysis Import functionality has been enhanced to support the import of Scenarios. Previously, the import was restricted to the Actuals and this enhancement will further reduce the need for manual data entry.
The financial analysis task has been enhanced so that the minimum capture of financial items in the Scenarios Tab is now pre-populated upon a user opening the task. Previously, this functionality was limited to the Actuals tab in the Financial Analysis task.
The financial analysis scenario tab has been enhanced so that a user can reorder columns. This will ensure fewer clicks for users since the previous workaround was to delete the columns and readding them if a re-order was desired.
New permission allowing users to link or reuse existing documents without requirement document management create permissions
User Guide Reference: Permissions Catalogue
Ability to create and view Virtual Documents (fileless) in Document Management
Introduction of the Documents V2 functionality to the Data & Documents Task . Aligns the document upload functionality in the Data & Documents task with the Documents V2 task.
Introduction of the Documents V2 functionality to the Data & Documents Task . Aligns the document upload functionality in the Data & Documents task with the Documents V2 task.
User Guide Reference: Document Management->Document Management V2->Configuring Document Management V2 Document Management->Using Intelligent Document Processing->Configuring Intelligent Document Processing