Release Notes

V2.2

18/04/2022

What's new!

1. Microsoft Word Formatting and Styling

We have always been proud of the Microsoft Word Add In integration as it allows you to fully integrate Proteus cost estimates, CTRs, Schedules, CVs, past experience and Organigrams with Word. If you make an edit in Proteus it will automatically refresh in Word. In the Proteus v2.2 update we’ve addressed your feedback regarding the styling and formatting of tables to enable you to use your preferred company styling on all your documents. Once you have set up your formatting in a template in Word any edits in Proteus will be automatically formatted to align to your company style. It not only looks great, it is remarkably simpler and infinitely more robust.   

2. New Add In Blocks

We have added a number of new blocks giving you more functionality. The full block list is now: 

  • WBS Summary
  • WBS Catalogue (CTRs or Work Packages)
  • Variation Summary
  • Variation Catalogue
  • Deliverables List
  • Milestones
  • Quick Quotes
  • Rate Tables Blocks
  • Team CVs
  • Organigram
  • Schedule
  • Experience Block
ms word add-in
ms word add-in

3. Template Tags for Microsoft Word

Template tags allow you to tag a Proteus field in MS Word. For example use {{Proposal_Reference}} and when the document loads it will automatically pull in the proposal reference from Proteus. No more manually inputting repeated data. We have added several new template tags, making Proteus even more efficient.

4. Template Blocks to Standardise Key Information

When you design a proposal or pre-project template, if there is a specific section where you, for example, tend to include the WBS Summary, simply input {{WBS_Summary}} and when the proposal document is setup the WBS Summary is automatically populated and styled. This allows you to create proposal and pre-project documents much quicker and more accurately than ever before. 

5. Create Notes

We have added a Note feature to Proposals and Projects. This allows teams and individuals who are collaborating on a proposal or pre-project document to post notes and keep a record of important information that needs to be shared.

Notes

6. Proposal Summary Table

You can now find a summary table for the Proposal WBS showing the breakdown of the cost / price buildup, markups and margins. This allows you to see all of the key proposal information in a single page.

Summary

Bug Fixes

  • Users who were previously converted from an offline user to an online user, were unable to add timesheets. This has now been corrected.

V2.1

25/03/2022

What's new!

1. Project Controls Features

The Project Controls in Proteus have always been good. However, we have been working hard to take this to the next level and this has been included in V2.1. Within your Project you will find a new menu item called “Project Controls”.  Click on this and you will see the following:

Schedule
Proteus has a full schedule capability displayed in a Gantt chart. The full WBS is now available in the Gantt chart with progress tracked against expected progress.

S-Curve
A schedule S-Curve and a Cost/Revenue S-Curve have been added. Both show the expected, actual, and forecasted data. This is a great visualisation to enable project managers and business leaders understand where the project is heading.

Estimate at Completion
A table showing the Estimate at Completion (compared to planned data) for Revenue, Cost, and Margin.

2. Data Table for Each Project

To complement the visual Gantt chart and S-Curve, we have added a data table for the each project. This table contains a number of data layers as a summary of the project. All data is presented against the time component of the project; either weekly or monthly, showing historical and forecasted data.

Tracked Resource
This shows the number of hours/ days booked for any of your assigned resources; people, equipment or software.  

Progress
Displays planned progress, actual progress, forecasted progress on a weekly / monthly basis. 

Cost Forecast
For cost, Proteus calculates and displays:

  • Planned Cost (PC)
  • Actual Cost (AC)
  • Earned Cost (EC)
  • Schedule Variable Cost (SVC)
  • Schedule Performance Index Cost (SPIC) 
  • Cost Variance (CV)
  • Cost Performance Index (CPI)
  • Cost Estimate at Completion (CEAC)
  • Cost Estimate to Completion (CETC)

Revenue Forecast
For revenue, Proteus calculates and displays:

  • Planned Revenue (PR)
  • Actual Revenue (AR)
  • Earned Revenue (ER)
  • Schedule Variable Revenue (RVC)
  • Schedule Performance Index Revenue (RPIC) 
  • Revenue Variance (RV)
  • Revenue Performance Index (RPI)
  • Revenue Estimate at Completion (REAC)
  • Revenue Estimate to Completion (RETC)

Margin
For margin, Proteus calculates and displays:

  • Planned Margin ($)
  • Actual Margin ($)
  • Margin Variance ($)
  • Planned Margin (%)
  • Actual Margin (%)
  • Margin Variance (%)

Data Export
 Export all your data from Project Controls, the WBS and Tracking into a spreadsheet.   

3. Variations

You can now add a variation to a project.  The variation works just like a new work package and allows you to add hours, equipment, software, expenses or purchases. The entire functionality is wrapped around the management of the change process, ensuring the correct approvals are in place before the new price/schedule goes live.

4. Speed Improvements

Phase 1 of our speed enhancements is now live to maximise your user experience. Further upgrades will be implemented in the near future that will continue to ensure the best experience for our customers and keep Proteus at the cutting edge of cloud-based work management solutions. 

5. Asset Categorisation and Search

The asset management module in Proteus has been live for a few months, we’ve optimised this module to support the tens of thousands of assets from customer inventory lists. If you’re a company that has an enormous inventory of equipment or software, this one’s for you.

You can use our easy categorisation to create an unlimited hierarchy of assets, or use the search to immediately find the asset you need by querying the name or reference number.

Bug Fixes

  • Our export functionality now provides your work packages in the order set within the Proteus Project
  • We have improved the validation for asset categories