PROJECT LIST PAGE

Quick Select Custom Project List and other changes made to the project list page make it easy to find the information you need on your projects, company projects, your daily task list or custom personal task templates.

Quick Project Health Indicators
Quickly scan the project list to identify project, schedule and budget health.  See projects at risk in an instant. Overall project health, schedule health, and budget health indicators are better labeled and grouped in a single column.

Cleaner organization of project information
Project details are displayed in columns with less clutter and more labels which provide a cleaner, easier list to review and scan.

Search by Portfolio
In the advanced project search. Makes finding your projects or customizing the project list even easier.

PROJECTS

Task Scratch Pad.

Personal, online spreadsheets that can be turned into new tasks or a new project schedule. Enter as little information as you’d like. Drag and drop tasks, quick add rows. Makes it easy to create schedule and task templates. Adding tasks and building schedules has never been easier or more fun!

• Quick Task Add. Using the task scratch pad.

• Fully Resizable. Make the scratch pad as big or as small as you need to get your work done the way you like, just by dragging it around.

• Template Library. Add templates directly through the Scratch Pad.  Create templates directly from other templates by renaming and “save as.”

Task Request Button
Allows team members to request new tasks. Uses the powerful Change Request System first launched in Vertabase 4.5.

Daily To-Do Email
A complete task list in your email every day. Shows you what’s on your plate, late and upcoming. Includes tasks and issues that are due, with quick links to drill down for more information. Perfect for getting information on your mobile device.

Find People More Easily
An improved user search and selection interface for searching for team members, seeing their resource availability and adding them to a project team. Search and add people by a variety of criteria like skill set, project, department and availability. Our new Smart Dates feature is implemented on the calendar when searching for date ranges of resource availability.

Enhanced Notes field added to Schedule, Documents, and Change Requests
This allows you to add clickable links directly in your notes.

Quick Shift of Subtask Dates
Enhanced ability to select a parent task to shift all subtasks when using the schedule shift.

Enhanced Date Picker
New look to the date picker pop-up with the addition of Smart Dates.

Smart Dates
The calendar pop-up  defaults to the last date entered, as opposed to today’s date. You’ll get started in the same range where you left off.

DOCUMENTS

The document section has been completely redesigned and rebuilt.

• Search is directly on the document home page.
• Quick search or pop-out the advanced search window.  with quick search or more advanced sear.
• Easier visual scanning and sorting of documents
• Folders are reorganized, easier to get-to and add and have enhanced information.
• Enhanced Notes on documents
• More Document status options (Pending, Approved, Denied) along with check-in/check-out and version history.

Document Approval
A complete approval workflow for documents. Submit documents for approval. The manager can make comments, change who the approver should be and modify the approval status. Integrated with email notification of approval submissions, comments and status changes. The system tracks the entire flow of communication. Uses the powerful Vertabase Change Request System first launched in Vertabase 4.5.

Drag and Drop Uploader from your desktop
You don’t even have to have a web-browser open. Features auto select/quick search for projects and the ability to add notes to all documents or custom notes to each document. This feature is geared specifically for making it easy to upload first versions of new documents.

Multiple Document Uploading
Upload as many documents as you’d like, all in one go, using the drag and drop widget on your desktop.

BUDGETS

You asked for it, and we added it: the ability to create a budget from the bottom-up using estimated hours and estimated expenses—and still be able to track total budget and budget remaining. Project budgets can be even more accurate with the new Budget fields. Track budget estimates against actuals, and compare them for all budget remaining, as well as all the great existing line-items.

Total Budget field
Added to bottom-up budgeting.

Budget Remaining
Added to bottom-up budgeting.

CHANGE REQUESTS

Change Request Report
A change request report is available directly from the Change request system

Change Request Search page
Filter the change request list using search criteria such as project, status, and date the change request was added.

View the Status of Documents in the Approval Process
The change request list now displays the status of documents at various stages in the approval process.

View the Status of New Task Requests
The change request list now displays the status and lifecycle of new tasks requested. This is in addition to showing the lifecycle and status of a change request on a task

View Project Link
In the main change request page, project details can be accessed directly by clicking project names.

ISSUES

Issues Management is even more powerful with the ability to see all issues due in your inbox and to reply to issues directly via email—without having to login to Vertabase on the web. Perfect to keep conversations and discussions fluid for busy professionals—from your desk, smartphone or tablet.

Reply to Issues Via Email
Reply directly to an issue directly via email. Join the discussion, put in your feedback or update the issue right from your email—without having to login to the web interface.

Issues Due in your email everyday
As part of the Daily Task List in your email every day. It shows you what issues are due today, along with tasks on your plate, late or upcoming.

Redesigned Issues Notification email
The issue notification email has been redesigned to make it easier to find the information you need.

Sort Issues by Due Date
See what issues are coming up, late or due today, in a snap.

TIMESHEETS

Timesheets are a one-stop shop for people to enter time and complete tasks from one single interface. This update merges what people love about the Daily Task List with the format of the standard timesheets for great flexibility and increased productivity. Remember, the timesheet can be set as a start page for people so they can login, enter time and complete tasks all in one place.

Complete Tasks on the Timesheets
For both assigned projects and company projects (it’s flexible enough to accommodate your permission settings). Once a task is selected, you can check-off that it’s complete.

“Manage Timesheets”  Templates
These timesheet management templates are now listed in the Reports section under the My Reports home page.

REPORTS

Do more from the Reports tab with custom sort order for My Reports, enhanced search criteria, more fields added to reports across projects and tasks, and more templates that can be managed directly from the My Reports tab.

Custom Sort Order for My Reports
List your reports in the exact order that you want to see them. You can now position your most-used and most important reports at the top of the list. Drag and drop to re-order the reports.

Bigger Client and Project Name Search Fields (as default)
Client and project names are now easier to read with increased space provided to view them. Find long Client and Project names more easily with expanded field widths for these search criteria on the reports.

PDF Export -more Formatting Options
Pick from more formatting options for the PDF exports of your reports, including landscape vs. portrait and sizing options.

Template Name on Report
The custom name of the template is now on the report output itself, on the web view, PDF and Excel exports as well.

Global Task Report -Added Search Criteria
More project search criteria on the Global Task Report.  Search and filter your task reports using new project criteria such as the project start date, delivery date, and priority

Global Project Report -Team Members Display
See project members on Global Project Reports.

Global Project Report -More Budget Search Criteria
Search for projects based on these new project budget fields: budget, estimated remaining, actual remaining.

Global Budget Report-New Field and More Budget Search Criteria
Use budget, estimated remaining, and actual remaining amount fields to search for project budget information. The new field actual labor cost as a percentage of estimated labor cost can help you keep a close eye on your labor budget.

Time Usage Report -search by Project Name
Get reports for specific projects or projects with a particular naming convention. Use the new Project Name search field to search for exact phrases used in project names.

My Reports -Manage Timesheets Report Templates
Timesheet management templates are now listed in the  My Reports section. Further enhancing My Reports as a one stop shop for management needs and reports.

Smart Dates when doing date range searches
Our new Smart Dates is implemented on the calendar when searching for date ranges on the reports. The end date of the range will pick up from the start date.

INTERFACE CHANGES

In our drive to continually improve the user experience with Vertabase, we have implemented many of the latest and most successful trends in user interface design and client side technology. These make it easy for your users to use, adopt and love Vertabase.  Vertabase 5.0 uses research from the University of Michigan School of Information graduate study on Vertabase to deliver a uniquely easy to use project management software experience.

Navigational Highlighter
• Row Highlights
• Navigation Highlighter
• Selection Highlighter

Standardization
• Buttons (labels such as submit, upload, and save changes have been standardized and re-labeled as “save.”)
• Terms e.g. add/view/edit versus set, icons, etc.

Standardized buttons—a subtle but powerful change that enhances use and adoption based on the tested UI principles.

Remove Distractions
Our user test groups brought up some visual distractions in the interface that impacted the speed of their workflow on specific pages. We removed them.

Technologies used in Vertabase 5.0 include JQUERY, AJAX and Adobe AIR on the client side; Adobe ColdFusion and Microsoft SQL on the server side. Vertabase 5.0 project management software works on Windows and MAC, as well as multiple mobile platforms. It can be hosted on customers’ servers or used as Software as a Service (online project management).