Specify loaded costs for Earned Value Management metrics calculations
Select which loaded costs to use in the calculation of EVM metrics including Primary, Secondary, Tertiary, or job code costs.

EVM metrics display at task level and are available values in project baselines
Earned Value Management metrics display at the task level, and metrics can be selected to baseline a project.

Create form permission rules for issue stages
Establish form permission rules and apply them to issue stages. Hide, make read-only, or require entry on edit form fields based on rule information and user role.

OpenAir Projects Connector: Pull OpenAir resource schedules into Microsoft Project and populate work hours at the assignment level
Pull OpenAir resource schedules into Microsoft Project. The accuracy of both company schedules and resource schedules is maintained when leveraging the OpenAir - Microsoft Project integration.

Duplicate multiple copies of a task
Make multiple copies of a task and place them within the same project.

Allow assignment group members to edit a locked project
Establish an assignment group for projects and allow group members to edit a locked project.

Send email to assignment groups and project/client owners
Designate assignment groups or a project/client owner to receive emails for billing or recognition results

Copy custom fields related to billing rules and recognition rules when copying tasks
Copy custom fields related to billing rules and recognition rules when copying tasks from one project to another.

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Maintain user skill profiles
Use the Bulk user change wizard to copy user skill profiles from one user to another.

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Limit viewing of cost levels by role
Define roles that have permission to view different user cost levels.

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Filter timesheet report by project
Project approvers can now select a specific project on a timesheet report and see only the hours related to that project.

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Transfer hidden, required, and text field length characteristics from Expense Receipt to Expense Grid
Hide a field, require input, and specify text field length on Expense Receipts and have it respected in the Expense Grid.

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Specify loaded costs for Earned Value Management metrics calculations
When using EVM metrics to monitor a project's progress, specify which loaded cost best drives the calculation of a project's cost and performance. This may be a job code loaded cost or any one of the three levels of cost structure: Primary, Secondary, or Tertiary. For example, the job code loaded cost could provide more meaningful information than a user's primary loaded cost. Job code loaded costs can also be leveraged to restrict users from seeing cost of another user. The following guidelines apply:

• If one of the three levels of cost structure is used, any project and task cost overrides are respected regardless of the loaded cost selection.
• If the user's job code loaded cost is used, there are no overrides.

• Planned Value (PV) = Planned hours multiplied by the user's cost
• Earned Value (EV) = Earned Value % complete multiplied by the project's total Planned Value
• Actual Cost (AC) = Hours worked multiplied by the user's cost
• Cost Variance (CV) = Earned Value (EV) minus Actual Cost (AC)
• Schedule Variance (SV) = Earned Value (EV) minus Planned Value (PV)
• Budget Variance (BV) = Planned Value (PV) minus Actual Cost (AC)
• Cost Performance Index (CPI) = Earned Value (EV) divided by Actual Cost (AC)
• Schedule Performance Index (SPI) = Earned Value (EV) divided by Planned Value (PV)

1. Users with required role privileges navigate to Projects > Projects and select a project.
2. Click on "Issues" and select an issue. The "Edit the issue" form displays.
3. Click the link to "Modify the form permissions."
4. Scroll down to "Permission rules" and click "Create." "Create a new rule" window displays.
5. Type the Rule name. For example, type Issue Stage Resolved.
6. Select the Available field and click "Add selected items." For example, select Issue stage.
7. Select the option that defines conditions and indicate "Any of the following" or "All of the following." For example, select All of the following.
8. Select the field to be defined as well as related attributes. For example, select "Issue stage" and "equal to" and "Resolved."
9. Click [add rows] and select the number of rows to add.
10. Select additional fields and define them. Multiple fields can be used in one rule. "User role" is a field and it is defined as "equal to" or "not equal to" a role such as "User" or "Admin."
11. Select the action the rule will perform on the specified fields: Hide, Read-Only, or Required.
12. Click Save to exit "Create a new rule" and Save again to exit "Modify the form permissions." When the defined conditions are met, the actions are performed on the specified fields for designated user roles and the "Edit the issue" form changes to reflect the application of the rule.

1. Users with required role privileges navigate to Projects > Options and select "Project billing options" or "Recognition options." The option form displays.
2. Click "Create" located next to "Users to email." The "Users to email" form displays.
3. Select the metavalue [Project owner] and/or scroll down and select one or more [Assignment group]. Click "Add selected items" and click OK. The options form refreshes and the term Create changes to Edit.

1. Users with required role privileges navigate to Projects > Projects and select a project.
2. Click on Billing or Recognition. The rules list displays.
3. Click on Auto-bill or Auto-run for billing and recognition respectively. The Auto-bill or Auto-run form displays.
4. Click "Create" located next to "Users to email." The "Users to email" form displays.
5. Select the metavalue [Project owner] and/or scroll down and select one or more [Assignment group]. Click "Add selected items" and click OK. The Auto-bill or Auto-run form refreshes and the term Create changes to Edit.

1. Set up a profile in a user account to use for duplication. Navigate to Resources > Resources and select a user. If you are copying user skill profiles to a new user, set up the user first. To set up a new user, go to Account > Account and click on "Users." Click Create > User.
2. Navigate to Dashboard > Overview > Wizards and select "Bulk user change wizard." The form for Step 1 displays.
3. Select the "User to copy from" using the drop-down list or search function.
4. From the "Available Information" list, click on "Profile" and click "Add selected items."
5. Select the "Copy to" option for "Users."
6. Click Next.
7. Select the "User to copy to" from the list of "Available user." CNTRL click to make multiple selections. Click "Add selected items" or "Add all items."
8. Select the "Profile Duplication Method." Options provide for adding unique profiles to a user or overwriting user profiles.
9. Select "Profile Attributes." Options for the ability to duplicate attribute vales and comments.
10. Click "Run." When the profiles have been copied to the specified users, the Dashboard displays with a message indicating the update is complete and listing the users who were updated.

1. Users with required role privileges navigate to Projects > Projects and select a project.
2. Click "Edit project."
3. Scroll to the "Project approvers" section and select the role or user who approves timesheets for the project.
4. Click Save.
5. Users with required role privileges navigate to Timesheets > Timesheets and select a timesheet.
6. Click on "Timesheet Report."
7. To see only the hours related to a specific project, use the "Project filter:" drop-down list and select the project. The Timesheet Report is refreshed and displays only the hours for the project selected.