Release Summary
KeyedIn Enterprise v8.3.0 is a quarterly release with several new advanced features and options available to support better work management and business processes. Highlights of this release include graphical workflow support for projects, risks, and issues, workflow automation options, a new Custom Entity, Enhanced Forecasting updates, and an introduction to Sciforma’s Visual Collaboration module with new Portfolio Board and Microsoft Teams integration.
The release also includes many support fixes. Customers will be notified separately via our internal Support process for any of their tickets that have been resolved in this Release.
Highlights of New Features and Improvements
Administrators, please note two Configuration options have moved in this release allowing for a future path of features applied across many entities. This will change the Configuration menu name for items as follows:
- Project Types – Will now be listed under Entity Types as a selected entity
- Project Workflows – Will now be listed under Workflows as a selected entity
Visual Workflow Designer / Viewer
A new visual workflow engine is available for administrators to define business processes with workflow status, sub-status, and movements via graphical drag and drop operations. The graphical workflow can be visible to users on the front-end when viewing records and via a Workflow viewer widget.
Workflow Automation Mechanisms
To aid in workflow automation two new features are available in the workflow operations including a Proceed Automatically Condition and Timer on status movements.
Risk / Issue Types and Workflows
Extending the project workflow operations to Risks and Issues allows advanced business processes to be built including permissions, conditions, and updates to those records. Risk and Issues can have distinct Types with varying workflow status, sub-status, and movements per type.
Custom Entities
Introduction of new Custom Entity functionality that allows customers to create custom records for tracking and managing data within KeyedIn that may not be part of the core system and supports integrations. Custom entities can be accessed directly from the application menu and optionally include links to Project or Customer records.
Insights - Publish views to multiple login groups
Extending on the v8.2.1 feature to allow users to publish views to other login groups without requiring your account to be in the designated Login Group, users can now publish Insights © to multiple Login Groups.
Enhanced Forecasting – View limited periods
This release reintroduces an option available in legacy forecasting to view forecast records for a defined number of periods which includes totals for prior and future periods allowing users to focus on a window of periods and their values.
Enhanced Forecasting – Data load expense charges
Extending on the recent forecast expenditure options users can now data load expense charges from the forecast data load toolbar option.
Enhanced Forecasting – Support for change in Cost / Charge Rate with no demand
Customers leveraging enhanced forecasting can now update cost and charge rates on demand lines in periods with zero/no demand.
Preview – Expressions on Risk and Issues can leverage standard and custom fields
Introducing the ability for inclusion of standard system fields in custom field calculated expressions. In this release customers can choose to evaluate the functionality with Risk and Issue records.
Preview – Visual Collaboration: Microsoft Teams support
Initial release of Sciforma Visual Collaboration module to allow customers who leverage Microsoft Teams as their collaboration platform to include MS Teams team and chat communications directly inside KeyedIn Enterprise or from Microsoft Teams.
Preview – Visual Collaboration: Portfolio Board
This represents the initial release of the Sciforma Visual Collaboration module to allow customers to have an alternate advanced board view with access to project cards displayed in a variety of user and system defined views supporting a variety of project management methodologies.
See attached Release Guide for more details.
The service will be unavailable during the following maintenance windows.
| Data Centre | Affected Services | Maintenance Window |
| UK (keyedinenterprise.co.uk) | Web Portal, APIs | Wednesday 2nd October between 00:00 and 02:00 BST |
| USA (keyedinenterprise.com) | Web Portal, APIs | Wednesday 2nd October between 04:00 and 06:00 EDT |
| Australia (keyedinenterprise.net) | Web Portal, APIs | Thursday 3rd October between 02:00 and 03:00 AEST |