Do More with the Latest Version of iAccess - 2.2

Posted by Caulene Henderson on December 16, 2015

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With Vision 7.5 comes a new release of iAccess for Vision, version 2.2, which allows your firms to do more from anywhere at any time. This blog post focuses on enhancements in the project management and employee workspaces. A separate blog will be posted about the enhancements to the business development workspace.

Project Management Workspace
Project Search
We’ve added a new custom search option when searching for projects in the Project Management workspace. With iAccess 2.2, you’ll notice improved functionality that helps you zero in on the search criteria you want to use in an intuitive and efficient manner.

With the Custom Projects Search, you can select projects from the list.

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You can also take advance of the new Contains option that helps you quickly include all the projects that match the text you entered. This is a real time saver.

The Client search field now works just like the Project field.

If you need more than the standard search fields to perform your search, use the + Add Field link to add more fields.

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When you click on the link, you’ll see a new field appear that has the Select Field drop-down button. In the drop-down list, you can choose from a set of standard Project Info Center fields as well as the Custom Fields added for the project through Vision’s User Defined Components.

If you see fields on the Custom Project Search dialog that you don’t plan to use, you can hover over the field’s name and click on the X that appears. The field will be removed from the dialog and become available in the Select Field list the next time you use the + Add Field link. (Note that the Status field at the upper right cannot be removed.)

Whether you save the search or just apply it, we think you’ll be pleased with the enhanced functionality in Custom Project Search.

Editing Estimate to Complete (ETC)
If you’ve been using iAccess to maintain plans, you know that once work on a project’s phase or task starts, any changes to ETC hours had to be made in the calendar view buckets. While this worked well for some, others just wanted to update the total remaining ETC for the resource and let the system spread the amount across the available buckets.

Starting with iAccess 2.2, you can edit the resource’s total ETC as long as the end date is still in the future. The amount you enter will be spread proportionally across the future date range. We think this will be a big time saver for project managers who need to edit their resources’ remaining hours as a total.

You’ll find that the total ETC field can be edited in the Calendar view, as shown here, or in Summary view.

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If you have a calendar period bucket that includes past and future working days, you’ll be able to view and edit the remaining ETC for that period. Click on the field and then click on the pencil button that appears.

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In the resulting pop-up dialog, you can see how many of the field’s total hours are treated as ETC. You can change these if you need to.

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If you change them, you may see that the system adjusts Past Hours proportional to the change you made to ETC Hours. If you were manually changing this mixed calendar field in earlier versions, you know that you had to do this adjustment on your own. Now the system does it for you.

Here’s a slightly technical explanation for this behavior. Since the planned hours are not stored at the daily level, the system determines how many working days are in the calendar period and then, using today as the JTD date, calculates the number of ETC hours based on the remaining working days in the period.

Shift Planning Dates & ETC Hours
When you change the Start Date for project, phase, or task, you’re asked if you want to shift ETC hours. If you choose to shift the hours, the system moves the hours proportionally, meaning that the assignment pattern already established on the associated resources is maintained.

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For example, Joe is assigned 12 hours in the first week and 4 hours in the next. After the shift process completes, you will see he has the same assignment pattern in the new period.

Note that non-working days in the new period are skipped, which may result in the new End Date being extended further from the Start Date than it was before the shift process took place.

Employee Workspace

Timesheets

Have you ever wanted to quickly find a certain labor code in the Labor Code Lookup dialog? Well, now you can search each labor code level independently. This change allows you to quickly locate and select the labor codes you need for the time entry.

If you select a project for the time record entry that is using budget validation, the levels are already filterable so the find fields aren’t necessary and are hidden.

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