The following new functionalities / improvements were installed in production 23rd of November 2022
Statuses of the request
- The name of the "open" mode has been changed to "New"
- Added statuses:
- On hold
- Rejected
- When changing the status as 'Rejected', information about the rejection can be sent to the sender of the proposal by e-mail (in the case of a proposal made via an external link)
- The system opens a rejection window when user clicks 'change status' and chooses 'rejected'
Statuses of the Plan
- The name of the "open" mode has been changed to "Active"
- Added statuses:
- On hold
- Cancelled
- When a planner opens a draft plan (of which she/he is the planner), the system suggests changing the status to "in progress"
Plan schedule
- If a plan schedule has an end date, the system changes plan's status to “Closed“ after the end date has passed
- Status updates at night
Other:
- Added icons to planning list view:
- i-icon when the plan includes procurements
- ?- icon when the plan has an active inquiry/comment round
- Reversed search:
- It is now possible to search plans/requests with reversed search
- Creating a contract folder from a plan:
- The name, description and start & end date of the plan will be added to the contract folder when this has been created from the plan
_______________________________________________________
The following new functionalities / improvements were installed in production 26.10.2022
Search for plans and requests
- Added a new search criteria: Form fields
- Added possibility to save searches
- Added possibility to search for plans in free text search:
- with description
- category and subcategory
- with names of the items
- Added possibility to search for requests in free text search:
- with description
- with names of the items
Comment round of the Plan
- Added new status 'In progress" for comment rounds'
External requests
- The external proposer will be able to save the form and return to enter information later
- When request has been saved, by clicking on "Copy link" in the upper right corner, you can save the link to your own computer
- You can also share the link with another person by e-mail by clicking "Sharing" in the upper right corner
- The recipient of the link can access the same proposal template
- Combined 'Library' and 'Settings' under one dropdown
- Added the plan / request ID to be shown before the name
- Possibility to edit a new form field after saving
________________________________________________________________________________________
The following new functionalities / improvements were installed in production 21.9.2022
Importing plans
- Excel template for plans now has option to select plan template
Exporting requests to Excel
- It is now possible to export either selected or all requests in the search results to Excel
Other improvements
- Search starts when user presses enter
- Colors has been added to task bars to show the progress
- When editing a proposal in draft mode, the default content copied from the proposal template is displayed in the answers of the form fields
- Mandatory information set in the plan base must be entered before the plan created from it can be saved
______________________________________________________________________________________________
The following new functionalities / improvements were installed in production 24.8.2022
Comment round
- It is now possible to add the plan's schedule to the comment round for commenting
Request template
- The description of request template will be shown to the external proposer
Other improvements
- It is possible to add to requests, plans, and inquiries:
- 'For your information' -type form fields
- It is possible to save form fields in the library directly during their creation (Note! Admin user functionality)
- It is possible to add new form fields directly to plan, inquiry and request template (Note! Admin user functionality)
- The guidance to choosing the correct notice type has been added when creating a new procurement
- The procurement's 'estimated value' field has been added when creating a new procurement
______________________________________________________________
The following new functionalities / improvements were installed in production 27.7.2022
Plan's status
- It is now possible to add the status 'In progress' to the plans
Other improvements
- It is now possible to add to requests, plans, and inquiries:
- Subheading -type form fields
- Attachment -type form fields
- Then suppliers are able to add attachments for their answer
- The message from the comment request has been changed to be more user-friendly
*The updates below apply to Tender integration which is additional functionality:
Items transferred to Cloudia Kilpailutus
- On the Items tab, it is possible to view procurement items transferred to the Cloudia Kilpailutus
______________________________________________________________________________________________________
On the evening of June 22, 2022, the following new functionalities / improvements were installed in the system:
Calendar
- It is now possible to search the calendar by your own unit
Mark tasks as done
- In the future, it will be possible to mark tasks done in a mass operation
Orher:
- It is possible to add attachments to the request templates
- It is possible to add attachments to the inquiry
___________________________________________________________________________________________________
The following new features/improvements have been released to Cloudia Planning on May 18td 2022:
The plan schedule
- It is now possible to choose to calculate target times when creating a plan from a template
- Target time can be calculated based on the first phase or the last phase
- When deleting a task from the calendar it is possible to choose if the remaining target times are changed accordingly.
- When editing target time of the task, it is now possible to choose if the remaining target times are changed accordingly.
-
A task that has been published to the calendar and is late, is shown on red in the calendar view
- When adding a task to a plan schedule, it is now possible to add the task from the task library
- The description of the task is shown on the plan schedule when the task has been created through the schedule profile.
Task's mass editing
- It is now possible to add person in charge information to multiple tasks at the same time
-
It is now possible to add show in calendar information to multiple tasks at the same time
- This is only possible when the plan is shown in the calendar
_________________________________________________________________________________
The following new features/improvements have been released to Cloudia Planning on April 13rd 2022:
Identifier number field to request
-
Identifier field has been added to the request
- Identifier number is editable
- It is possible to search for plans and requests with the identifier
- Identifier number has also been added to the list view of plans and requests
Plan template
- It is possible to select plan template when converting one request to a plan
*The updates below apply to Tender integration which is additional functionality:
Information from plan to procurement
- When creating a procurement, the name, description and identifier of the plan are transferred from the plan the procurement creation window and the estimated value of the plan is entered directly into the tender in field II.1.5.
_____________________________________________________________________________________________
The following new features/improvements have been released to Cloudia Planning on March 9th 2022:
Attachments as a ZIP package
- It is now possible to download plan's attachments as a ZIP file
Basic information of the plan
- From now on, the Plan's Basic information box will only be shown on the Summary tab
In addition, improvements have been made to the visibility of form field names.
* The updates below apply to Tender integration which is additional functionality:
Linking plan and procurement
- When items are moved from the plan to the procurement, a link between the plan and the procurement is also formed
- Items may be transferred only for procurements that are already related to the plan or not yet related to any plan
- It is now possible to create a link between the plan and the existing procurement, regardless of the status of the procurement (excluding deleted, archived and cancelled procurements)
- Status or content of the procurement will not be changed when link is created
- Linking can be done on 'Purchases and procurement' tab clicking 'Create link to existing procurement
Purchases & procurements - direct link to Cloudia Kilpailutus
- A procurement's link has been added to the Purchases & procurements tab, which allows the user to navigate directly to the current procurement in Cloudia Kilpailutus
_________________________________________________________________________________________________
The following new features/improvements have been released to Cloudia Planning on January 27th 2022:
* The updates below apply to Tender integration which is additional functionality:
- Now it is possible to create a procurement using all notice types that user’s organisation can use in Kilpailutus
- System notifies the user if groups/items of the plan have been selected for export to the procurement and user selects a notification type which doesn't use groups / items
- In this case the system creates a notice but does not import the selected groups / items
- System notifies the user if groups/items of the plan have been selected for export to the procurement and user selects a notification type which doesn't use groups / items
- Now it is possible to start the procurement/sourcing process without items on a plan
- This can be done on the Purchases and Purchases tab, by clicking "Create a new procurement without items"
- Note! If you want to add plan groups / items to the procurement, you must create procurement on the Items tab
- Created procurements can be found on 'Purchases and procurements' tab.
- From now on templates created in all languages are shown in the procurement template listing when creating new procurement
Possibility to create a Mini competition for Framework agreement
- New mini competition can be created on the based framework agreement
- It is also possible to use mini competition templates or previous mini competitions as template
- If the framework agreement has been divided into lots, the parts which the mini competition applies must be selected
Possibility to create an internal competition for the Dynamic purchasing system
- A new internal competition can be created new or based on of a previous internal competition
- If the dynamic purchasing system has been divided into lots, the parts which the internal competition applies must be selected
- It is also possible to create an internal competition for a shared Dynamic purchasing system
