This page explains what has changed at this site and to PM^Complete™ as well as when the change was made.

It provides a complete list of changes in reverse chronological sequence.

It does not include minor, cosmetic changes (including the addition of single fields and tabs to screens and reports, changes to the Usage Tips that occur on some screens, updating of Help text, tightening up of data entry validations nor changes to screens to standardise nomeclature) nor bugs that have been fixed.

The number in parentheses that is shown after all new functions (between 1st September, 2003 and 1st December, 2006) is the Menu Item ID.  This is provided so that System Administrators can easily add these new menu items to their existing User Groups either individually by using the Menu in User Group system administration maintenance screen (least preferred) or en masse by using the Select Menus in User Group system administration function (preferred) after a new release has been installed and the old data migrated to the new release.  If there are two Menu Item IDs, the first allows a site to implement the function before the new data base release is installed by sharing a pre-existing Menu Item ID with similar characteristics.  This whole practice was suspended after 1st December, 2006 because it became unnecessary because of the implementation of the auto-complete fields.

If an asterisk ("*") is shown after a function, it indictes that that feature requires the next major PM^Complete™ release (with a data base change) and can not be used in a minor release.  Some features are only partially operational when installed in a non-current version of PM^Complete™.  This is known as Backward Compatibility Limp-Along Mode (BCLAM) and is provided so as not to force PMComplete Pty Ltd Clients to have to migrate to new versions of PM^Complete™ until they are ready.

1. Rich View for Equipment (*)
2. Rich View for Purchase Orders (*)
3. Copy Purchase Order to Creditors/Debtors Invoice (100188/100290) (Auscript - Peter - Change Request)
4. Wizards for:
   • Work Order Management
5. Specific Purchase Order report (100209)

1. The following titles were added to the Title Pages report:
   • Proposal
   • Quotation
   • Review Working Papers
2. Rich View for Creditors Invoices (*)
3. Rich View for Debtors Invoices (*)
4. Rich View for Expense Claims (*)
5. Dynamic Dashboard Agents:
   • Agent Group Heading - People (60)
   • Agent Group Heading - Platform (61)
   • Agent Group Heading - Portfolios (62)
   • Agent Group Heading - Specific Portfolio (63)
   • Agent Group Heading - Programmes (64)
   • Agent Group Heading - Specific Programme (65)
   • Agent Group Heading - Practice (66)
   • Agent Group Heading - Process (67)
   • Agent Group Heading - Procurement (68)
   • Agent Group Heading - Product (69)
   • Agent Group Heading - Productivity (70)
   • Agent Group Heading - Programming (71)
   • Agent Group Heading - Projects (72)
   • Agent Group Heading - Specific Project (73)
   • Agent Group Heading - Property (74)
   • Agent Group Heading - Prospect (75)
   • Agent Group Heading - Own Heading/Override Text (76) (*)
   • Agent Group Heading - Miscellaneous (79)
6. Wizards for:
   • XYZ365247 Portal
7. Export Financial Transactions TO Financial System function (916) (*)

1. Dynamic Dashboard Agents:
   • New Transactions by Type Per Month (51)
   • New Transactions by Type Per Week (52)
   • Project Work Activity Current Status (53)
   • Portfolio's Hours Analysis - Last Month (54)
2. Template Management Wizard now allows replication of Project Chart of Accounts Templates
3. The following titles were added to the Title Pages report:
   • Business Rules
   • Forms
   • Information Systems
   • Lessons Learnt
   • PMComplete™ Implementation
   • Strategy
   • Wizard/Function Documentation
4. Wizards for:
   • PMComplete™ Implementation Management
   • Project Revenue Management
5. Project list added to Client Portal
6. Your Enterprise's Service Calls added to Client Portal
7. Managing Security Levels display for System Users, Projects and Document Attachments added to Security Management Wizard

1. The XYZ Way Search Utility function
2. Project Registers Search function
3. Find an Expert Search function (Pendle Cooper - Barry - Change Request)
4. Sales Opportunity can now be WorkFlow enabled (Auscript - Peter - Change Request) *
5. New Users Start Here Wizard and automtically displayed at login the first time
6. Replicate System User system administration function (100289/55)
7. Wizards for:
   • Service Call Management

1. Wizards for:
   • Vendor Portal
   • Security Management
   • Personalisation Management
   • WorkFlow Management
   • Equipment Management

1. Wizards for:
   • Client Portal
   • Personal Portal
   • Practice Portal
   • Project Portal
   • Meeting Management
   • Library Management
   • Review Management
   • System Administration Management
2. Ability to have site-specific wizards and for these to be dashboards/scorecards
3. Addition of Search function to wizards
4. Import People function
5. Methodology Review RoadMap

1. Wizards can now be a complete menu system
2. Wizards for:
   • Project Work Product Management
   • Employee Self-Service:
     • Expense Claims
     • Leave
     • Performance Reviews
     • Personal Objectives
     • Rewards and Recognition (Awards and Bonuses)
     • Training
     • Travel and Accommodation
3. Display Dashboard or Scorecard Toolbar button and Utility function

1. Wizards for:
   • Project Communications Management
   • Stakeholder Analysis
2. Project Phase Kick-Off Workshop RoadMap
3. Project Phase Closing Workshop RoadMap
4. Wizards can now be default dashboard

1. Technical Solution Review RoadMap
2. Wizards for:
   • Check Lists, Standards and Guidelines
   • Document Templates
   • Procedures
   • Stakeholder Analysis
   • Stakeholder Identification

1. Fear RoadMap
2. Brainstorming RoadMap
3. Wizards for:
   • Glossaries
   • Policies
   • Closing all Project Transactions
   • Mark Project as a Reference
   • GO LIVE Transition Management
   • Portfolio and Programme Management
   • Business Process Management
   • Stakeholder Management
4. Tailorable Record IDs maintenance screen *
5. Project Critical Success Factor maintenance screen *
6. Project Critical Success Factor Type maintenance screen *
7. Key Decision maintenance screen *
8. Key Decision Type maintenance screen *
9. Key Decision Made maintenance screen *
10. Project Objective maintenance screen *
11. Project Objective Type maintenance screen *
12. Project Time-Phased Resource Assignment maintenance screen *
13. Project Sensitivity Analysis RoadMap
14. Knowledge Area menu-centric grouping control (to allow identification of all organisational assets for a specific knowledge area) *
15. Check Table FKey Setup Developer function
16. Negotiation RoadMap
17. Key Decision Management RoadMap

1. ISO/PC 236 RoadMap
2. Implementation and Deployment Management Plan RoadMap
3. Support and Maintenance Management Plan RoadMap
4. Wizards for:
   • Business Aspects of Projects
   • Document Management
   • List Management
   • People Management
   • Project Human Resource Management
   • Project Management
   • Survey Management
   • Template Management
   • The XYZ Way
   • Training Management
   • Business Role Primers for Business Project Manager, Business Team Lead, Client Project Manager, Organisation Change Manager, Process Owner, Project Sponsor, Senior User, Subject Matter Expert, System User, Training Manager, Change Control Board, Data Clenup Team, Data Conversion Team, Process Improvement Team, Project Steering Committee, User Acceptance Testing Team
   • Re-Open Project
5. Timeboxing RoadMap
6. Making It Personal RoadMap
7. The following titles were added to the Title Pages report:
   • Key Decisions
   • Knowledge Areas
   • Moment of Truth Activities
8. Novel Project Management Techniques RoadMap
9. Conflict Management RoadMap
10. The Benefits of Project Management RoadMap
11. OGC's Managing Successful Programmes (MSP™) RoadMap
12. Assumptions Management RoadMap

1. Technical Performance RoadMap
2. Re-Use RoadMap
3. Wizards for (Pendle Cooper - Barry):
   • New Project
   • Closing a Project
   • Project Cost Management
   • Project Monthly Reporting
   • Project Registers
   • Project Time Management
   • Project Weekly Reporting
   • Timesheets
4. Project Steering Committee (PSC) RoadMap
5. IT Steering Committee (ISC) RoadMap

1. Testing Levels RoadMap
2. User Group Management RoadMap
3. The following titles were added to the Title Pages report:
   • Sales Opportunity
4. External Accounting Functions RoadMap
5. Solution Selling RoadMap
6. Demonstration RoadMap
7. Project's Profit Comparison chart (100052)
8. Specific Debtors Invoice report had a 5th "Summary" option (to not show any line items) added (BBH - Rod Adams)
9. Feature Driven Development (FDD) RoadMap

1. Brand, Image and Digital Asset Management RoadMap
2. Import Data from LDAP system administration function *
3. Sales Strategies and Tactics RoadMap
4. Work Product Inspection RoadMap
5. Improved support for Windows Mobile PC (improved layout, reduced graphics download and functionality working)
6. Consultant RoadMap

1. Dynamic Dashboard Agents:
   • Number of Project's In Progress, Completed and Planned (47)
2. Portfolio/Programme and Project's Suggested Risks report (BBH - Bryan Fenech)
3. Project Schedule Development Workshop RoadMap
4. Template Risk in Project Type maintenance screen *
5. Objectives Breakdown Structure (OBS) RoadMap
6. Asset maintenance screen *
7. Asset field added to Project Configuration Item, Facility, Information System, Intellectual Property Asset, Lockable Item, Parking Space and Product (was already on Project, Location and Property, Specific Equipment Unit) *
8. Intellectual Capital Management RoadMap

1. Review Participant maintenance screen *
2. Accidents, Incidents and Near Misses Investigation Review RoadMap
3. Health Assessment and/or Drug Test RoadMap
4. Process Diagramming tool *
5. Information Life Cycle Management (ILM) RoadMap
6. Balanced Scorecard RoadMap
7. Corporate Responsibility Index (CRI)/Corporate Social Responsibility (CSR) RoadMap
8. Corporate Performance Management (CPM) RoadMap
9. Principles behind the Agile Manifesto RoadMap
10. Ability to drill-down to dashboards and scorecards from RoadMaps
11. Dashboards and Scorecards RoadMap

1. Project Induction RoadMap
2. PMO-Project Kick-Off Meeting RoadMap
3. Self-Service Recruitment Position Application
4. Specific Procedure report (978/100265)
5. Dynamic Dashboard Agents:
   • Number of Project's by Schedule Size (48)
6. Change Transformation Resistance RoadMap
7. Principal/Partner RoadMap

1. Project Benefits Identification Workshop RoadMap
2. Dynamic Dashboard Agents:
   • Project Cost Contingency Reserve Burndown per Month (45)
   • Project Time Contingency Reserve Burndown per Month (46)
3. Portfolio's/Programme's Project Plan Summary report
4. Portfolio's/Programme's Project Status Summary report
5. The following titles were added to the Title Pages report:
   • Document in Repository
6. Merger or Acquisition RoadMap
7. Financial Audit RoadMap

1. Template Risks Register report
2. The XYZ Consulting Way RoadMaps (series of 7)
3. Operations Review RoadMap
4. Project's Hours Burndown report (100009/100262)
5. Value Management RoadMap
6. Sales Management RoadMap
7. Sales Manager RoadMap
8. Sales Review RoadMap
9. Workshop Breakdown Structure (WBS) RoadMap
10. Project Kick-Off Workshop RoadMap
11. Meeting Breakdown Structure (MBS) RoadMap
12. Dynamic Dashboard Agents:
    • Number of Permanent and Non-Permanent Staff per Month (19)
    • Number of a Transaction Maintained per Month (31) *
    • Number of a Transaction Maintained per Week (32) *
    • My Work Activity Current Status (33)
    • Common Functions (34)
    • Project Profit by Month (35)
    • Project Profit Cumulative (36)
    • Company Cost by Month (37)
    • Company Cost Cumulative (38)
    • Company Revenue by Month (39)
    • Company Revenue Cumulative (40)
    • Company Profit by Month (41)
    • Company Profit Cumulative (42)
    • Company Revenue per Month per Employee (43)
    • Company Revenue per Month per Hour Worked (44)

1. Libraries Quick Reference Card
2. Seminar Track maintenance screen *
3. Seminar Session maintenance screen *
4. Take Survey function *
5. IIBA's™ Business Analysis Body of Knowledge™ RoadMaps
6. Project's Costs Analysis chart (727/100255)
7. Project's Revenues Analysis chart (100052/100256)
8. Consulting Engagement RoadMap
9. Basic Property Management RoadMap
10. Process Conformance Management RoadMap
11. Doing the Right Things RoadMap
12. Doing Things Right RoadMap
13. Measuring Performance RoadMap
14. General Productivity Features RoadMap
15. Process Conformance Review (PCR) RoadMap
16. ISO 9001 Internal Quality Audit RoadMap
17. Corporate Governance Review RoadMap
18. Check List Results maintenance screen *
19. Platform Management RoadMap
20. PMComplete™ Security Management RoadMap
21. Alerts, Notifications, Reminders and WorkFlow Management RoadMap
22. Audit Trail Management RoadMap
23. Data Exchange Management RoadMap
24. RoadMap Management RoadMap
25. General Features RoadMap
26. Site and User Tailoring Management RoadMap
27. Review, Inspection and Assessment Results maintenance screen *
28. Product Engineering Change Notice maintenance screen *
29. Dynamic Dashboard Agents:
    • Project Budget, Forecast and Actual Costs by Month (3)
    • Project Budget, Forecast and Actual Cumulative Costs by Month (4)
    • Project Budget, Forecast and Actual Revenues by Month (5)
    • Project Budget, Forecast and Actual Cumulative Revenues by Month (6)
    • Document Repository Statistics (7)
    • Person Contact Statistics (8)
    • Number of New Staff, Number of Staff Terminated Voluntarily and Number of Staff Terminated Involuntarily per Month (9)
    • Project Performance (10)
    • Number of Billable, Non-Billable Controllable and Non-Billable Non-Controllable Hours per Month (13)
    • Number of Billable, Non-Billable Controllable and Non-Billable Non-Controllable Hours per Week (14)
    • Project Task Burndown per Week (15)
    • Project Task Work Burndown per Week (16)
    • Performance Indicator's/Metric's Value by Month (17)
    • Performance Indicator's/Metric's Value by Week (18)
    • Project Integration (20)
    • Project Scope (21)
    • Project Time (22)
    • Project Cost (23)
    • Project Quality (24)
    • Project Human Resource (25)
    • Project Communications (27)
    • Project Risk (26)
    • Project Procurement (28)
    • Project Document Management (29)
    • Project Configuration Management (30)
30. Rich View for PI Value *

1. Records Management RoadMap
2. Bid/No Bid Review RoadMap
3. Solution Review RoadMap
4. Red Team Review RoadMap
5. Proposal Submission Review RoadMap
6. Lost Sale Debriefing Review RoadMap
7. Inspection RoadMap
8. Security Management RoadMap
9. Environmental Management RoadMap
10. Report Breakdown Structure (RBS) RoadMap
11. Project Reporting RoadMap
12. Generic Board Member RoadMap
13. Rational Unified Process (RUP) RoadMap
14. Process Improvement Team (PIT) Member RoadMap
15. Mistake Proofing RoadMap
16. Complexity Management RoadMap
17. Patterns RoadMap
18. Pattern (100241) *
19. Pattern Type (100242) *
20. Dynamic Dashboard utility function maintenance screen (100243) *
21. Dynamic Dashboard *
22. Emotional Intelligence RoadMap
23. Dynamic Dashboard Agents:
    • Missing Project Status Reports for Previous Month (1)
    • Missing Timesheets for Previous Week (2)
    • Projects Never Reviewed (11)
    • Number of Reviews Performed per Month in Past 13 Months (12)
24. Survey Evaluation by Type Report (100183/100244)
25. Survey Evaluation Details report (100183/100245)
26. What Can Be a Project RoadMap
27. Survey Participant maintenance screen (100246) *
28. Glossary maintenance screen (100247) *
29. Glossary Entry maintenance screen (100248) *
30. Glossary report (100249) *
31. Glossary Breakdown Structure RoadMap
32. Equipment Management Roadmap
33. Review Management RoadMap
34. Alignment with Business Objectives Review RoadMap
35. The following titles were added to the Title Pages report:
    • Glossary
    • Patterns
    • Requirements
36. Use Case CASE maintenance screen (100250) *
37. Actor CASE Maintenance screen (100251) *

1. The PMComplete™ PMs RoadMap
2. Termination Management RoadMap
3. Morale Management RoadMap
4. Leadership Management RoadMap
5. Corporate Awards Management RoadMap
6. Health and Fitness Management RoadMap
7. Productivity Management RoadMap
8. Revenue, Billing and Profit Management RoadMap
9. Basic Practice Management RoadMap
10. Ethics Management RoadMap
11. Industrial Relations Management RoadMap
12. Culture Management RoadMap
13. Intellectual Property Management RoadMap
14. Induction Management RoadMap
15. TenStep Project Management Process® RoadMap
16. "As Is" Process Management RoadMap
17. "To Be" Process Management RoadMap
18. Process Project Management RoadMap
19. Capability and Maturity Management RoadMap
20. Facility and Venue Management RoadMap
21. Location and Property Management RoadMap
22. Parking Space Management RoadMap
23. Alignment with Business Objectives Management RoadMap
24. Projects in Portfolios/Programmes Management RoadMap
25. Project Priority Management RoadMap
26. Portfolio/Programme Stakeholder Management RoadMap
27. Payment Management RoadMap
28. Purchase Order Management RoadMap
29. Quotation and Tender Management RoadMap
30. Project Requirements Management RoadMap
31. Basic Product Management RoadMap
32. Component Management RoadMap
33. Defect Management RoadMap
34. Product Pricing Management RoadMap
35. Product User Management RoadMap
36. Product Release Management RoadMap
37. Search RoadMaps Developer function (100240) *
38. Coaching and Mentoring Project Managers RoadMap
39. Fleet Management RoadMap
40. 360° Review RoadMap
41. HR Strategy RoadMap
42. Corporate Governance RoadMap
43. Specific Equipment Units (SEU), Information Systems and Products now have major menu-centric grouping controls (like People, Projects, Companies, Courses and Locations) *
44. Logical Framework Analysis (LFA) RoadMap

1. Decommission Phase RoadMap
2. Bodies of Knowledge RoadMap
3. Existing System Cross-Check Review RoadMap
4. Project Scope Definition Workshop RoadMap
5. Project Risks and Opportunities Identification Workshop RoadMap
6. Generic Workshop RoadMap
7. Knowledge Management RoadMap
8. Occupational Health and Safety RoadMap
9. Generic Staff Member RoadMap
10. Library Management RoadMap
11. Survey Management RoadMap
12. Resource Manager RoadMap
13. Human Resource Manager RoadMap
14. Talent Management RoadMap
15. Personal Career Path maintenance screen (100237) *
16. Superannuation Fund maintenance screen (100238) *
17. Procurement Planning Workshop RoadMap
18. Innovation Management RoadMap
19. Strategy Planning Workshop RoadMap
20. Empowerment RoadMap
21. Coaching and Mentoring RoadMap
22. Generic Coach role-based RoadMap
23. Generic Coaching Manager role-based RoadMap
24. Project Breakdowns RoadMap
25. Project's WBS Register report (966/100239)
26. Basic Human Resource Management RoadMap
27. IT Outsourcing RoadMap
28. Contractor Management RoadMap
29. Contact Management RoadMap
30. Résumé Management RoadMap

1. Project Review Board (PRB) RoadMap
2. Project Startup Review (PSR) RoadMap
3. Joint Application Development (JAD) RoadMap
4. Change Control Board (CCB) RoadMap
5. Project Life Cycle Phase Support RoadMap
6. Business Case Phase RoadMap
7. Analysis Phase RoadMap
8. Phase Zero Phase RoadMap
9. Facilitation RoadMap
10. Facilitator RoadMap
11. Managing Expectations RoadMap
12. Project Closure Review (PCR) RoadMap
13. Project Continuity Management RoadMap
14. Reaction Management RoadMap
15. Request Phase RoadMap
16. Participants' Training RoadMap
17. Project Recovery RoadMap
18. Organisation Readiness Review (ORR) RoadMap
19. Review Breakdown Structure (RBS) RoadMap
20. Business Case Review (BCR) RoadMap
21. Reviewer, Inspector or Assessor RoadMap
22. Generic Project Review RoadMap
23. Project Request Review (PRR) RoadMap
24. Post-Project Review (PPR) RoadMap
25. Generic Reviewer role-based RoadMap
26. Project Schedule Progress Review RoadMap
27. Town Hall Review RoadMap
28. Steering Committee Review RoadMap
29. Benefits Realisation Review (BRR) RoadMap
30. Monthly Project Performance Review (MPPR) RoadMap
31. Scrum Review RoadMap
32. A link to a display of Defect Repairs made for each new version can now be clicked at the foot of the Operational Changes display
33. More titles were added to the Title Pages report

1. Addition of more detail to the Microsoft® Solutions Framework (MSF) RoadMaps to incorporate v4.00
2. Generic Training Developer, Auditor, Tester, Release Manager, Test Manager, Build Engineer, Lead Developer, Infrastructure Architect, Subject Matter Expert, Business Analyst and User Experience Analyst role-based RoadMaps
3. Addition of more detail to the Sarbanes-Oxley (SOX) RoadMaps
4. Project Fraud RoadMap
5. Project Audit or Health Check Review RoadMaps
6. PMComplete™ Controls RoadMap
7. A click on all dashboard's site logo displayed on the top left hand will invoke Options and Preferences function (BlueArc - Peter - Change Request 1095)
8. Update Date field added to all record enquiries *
9. E-Mail Newsletter Management RoadMap
10. Methodology Component Check List RoadMap
11. Send E-Mail to Distribution List now creates a Person Contact record for each recipient
12. New Engagement RoadMap
13. Generic Groups and Teams RoadMap
14. Project Politics RoadMap
15. Addition of more detail to CobiT RoadMaps for version 4.0
16. Project Gate Review RoadMap
17. Quality Function Deployment (QFD) RoadMaps

1. Addition of Service Call ID column to imported timesheets (BlueArc - Peter - Change Request)
2. Options and Preferences now controls the style of confirmation message you receive after an Add, Change or Delete operation
3. Theory of Constraints RoadMap
4. Generic Product Manager role-based RoadMap
5. Product Management RoadMap
6. "Suggestion and Recommendation" maintenance screen re-named as "Suggestion/Idea/Innovation/Recommendation" *
7. Approvals and Authorisations added for Suggestion/Idea/Innovation/Recommendation maintenance screen *
8. Additional Transaction Roles added *
9. More checks added to the Portfolio's/Programme's and Project's Schedule Analysis report
10. More titles were added to the Title Pages report
11. Send E-Mail to Distribution List now allows specifying a project, in which case a Project Communications record will be created for each recipient
12. Added Newsletters (registration and archive) to PMComplete Pty Ltd web site
13. Ability to dynamically tailor sent e-mail content with recipient's name, date and time as well as sender's name

1. Project RASCI Chart report (100233) *
2. Template RASCI Chart report (100234) *
3. Project Product Flow Diagram report (100235) *
4. Template Product Flow Diagram report (100236) *

1. Ability for a site to "create its own help documentation"
2. Where the underlying transaction type contains a Type field, the enquiry dialogue screen now displays a Pie Chart toolbar button to allow you to quickly analyse the transaction type's composition (BlueArc - Peter - Change Request)
3. Addition of Information icon to Project's Status Summary report (hovering mouse over it displays project's Purpose if there is one (ie, answers "Why are we doing this project?") *
4. Debtors Invoice's Timesheets report (100232) *
5. Options and Preferences now controls improved pagination if web browser has an additional toolbar displayed *
6. WorkFlow for Personnel Requirement/Hire Request transaction (Value = 999999, Quantity = 999999)

1. Template Work Breakdown Structure (WBS) Dictionary report (100226) *
2. Project Work Breakdown Structure (WBS) Dictionary report (100227) *
3. Billability and Utilisation chart (100228) *
4. Past Full 3, 6, 12, 13 and 26 Months selections added to all Special Period drop-down lists
5. Addition of Percentage Complete to Project's Status Summary report *
6. Forced reading of Operational Changes display after all Major Releases of PM^Complete™ software (Carreker - Louise - Change Request) *
7. Improved look for What's New, Operational Changes and Frequently Asked Questions (FAQ) displays
8. Improved look for all Title Page reports
9. Title Pages reports (978/100229)
10. Project Title Page, Portfolio/Programme Title Page and Course Presenter's Title Page reports subsumed into generic Title Pages report
11. Import Data utility function now allows specification of imported primary key and thus allows for synchronisation with other systems by allowing for improved re-importing
12. Data Base Field Search report (1073/100230)
13. Re-set Operational Changes Reading administration function (100231) *
14. All commonly displayed icons are now pre-cached

1. Menu Usage by Most Recent administration report
2. Client Dashboard *
3. Record lists now display inactive records with a red background (BlueArc - Peter - Change Request)
4. Transaction flow when authorising WorkFlow transactions has been improved (BlueArc - Scott - Change Request)
5. Timesheet time allocated to a Work Order now updates the Work Order actual time and cost when the timesheet is posted *
6. Your Forthcoming Activities report re-named to Person's Forthcoming Activities report and allows a manager to see his/her people's workload
7. Recently/Frequently Used menu item automatically added to Quick Add Menu
8. Business Rule maintenance screen (100223) *
9. Business Rule Type static data maintenance screen (100224) *
10. Sarbanes-Oxley RoadMap
11. Breakdown Structures RoadMap
12. Pictures added to PMComplete Pty Ltd web site
13. Additional Transaction Roles added *
14. Improvements to formatting of all Lapel Label reports including company logo and support for common plastic inserts
15. General improvements to the user interface
16. Export Data utility function now allows specifying a maximum number of records to export (for when testing)
17. Export Rich Views utility function merged into Export Data utility function *
18. Specific Timesheet report now also allows for Company selection
19. Display of description field on most dialogue screens * (for some)
20. Inclusion of Other ID Number field on transactions for improved interfacing with other systems like Microsoft® Outlook, Microsoft® Exchange Server, Microsoft® CRM, MYOB®, etc *

1. Record lists are now displayed in pages and have First, Previous, Next, Last and All navigation buttons.  Page size varies depending upon screen size (BlueArc - Peter - Change Request)
2. "Significant Events" maintenance screen re-named as "Significant Events, Decisions and Achievements" *
3. Addition of Delete Unreferenced Records static data maintenance function to all record lists (100222) (Pendle Cooper - Barry - Change Request) *
4. All traffic light statuses can now report as Red - Degrading/Red - Improving/Yellow - Degrading/Yellow - Improving/Green - Degrading/Green - Improving/Unknown/Blue as well as the standard Red/Yellow/Green to allow for trend reporting *
5. All procedures in the process are now listed on the Specific Process report *
6. Addition of fields to Generic Meeting, Generic Meeting Participant, Specific Meeting and Specific Meeting Participant to support formal meetings (eg, Annual General Meetings) *

1. The blank line item used for entering new line items now occurs at the top of the screen and not the bottom (BlueArc - Chad - Change Request)
2. Post Debtors Invoices now displays counters for all of the different reasons why an invoice may not be posted (BlueArc - Jessica - Change Request)
3. Post Creditors Invoices now displays counters for all of the different reasons why an invoice may not be posted (BlueArc - Jessica - Change Request)
4. Post Expense Claims now displays counters for all of the different reasons why an invoice may not be posted (BlueArc - Jessica - Change Request)
5. The Delete operation now automatically displays a record list when it is finished (BlueArc - James - Change Request)
6. Selecting a record from the pop-up list display window now also populates the record identifier (name or description) onto the original maintenance screen (BlueArc - Scott - Change Request)
7. Selecting a date from the pop-up date picker window now also populates the day within week on the original maintenance screen (as does just keying in the date) (BlueArc - Scott - Change Request)
8. Service Call descriptions no longer need to be unique (BlueArc - Scott - Change Request) *
9. Can now press the "ENTER" key when user has finished entry of a new record or a changed record (BlueArc - Scott - Change Request)
10. Specific Debtors Invoice report now has an "All Unprinted" option (BlueArc - Jessica - Change Request) *
11. Improvements to the way drop-down menus work
12. Change Workgroup to ALL now displays the number of workgroups to which you have access in the Change Workgroup Toolbar button hover tip
13. Improvements to the way the first field has the focus set on maintenance screens
14. If the record being displayed is inactive, a warning is displayed
15. Record list buttons replaced with words plus Toolbar buttons added (BlueArc - Peter - Change Request) *
16. Operation Buttons replaced with Toolbar buttons on maintenance screens (BlueArc - Peter - Change Request) *
17. Removal of Options and Preferences option to repeat Operation Buttons at bottom of screen
18. Pay Creditors Invoice now allows recording a Cheque Number or EFT ID as well as automatically enters the full payment amount
19. Improvements to the layout of the debtors invoice produced by the Specific Invoice Print report
20. On maintenance, dialogue and selection screens, you can now click on the checkbox's field name as well as the checkbox itself
21. Re-Load/Refresh current record Toolbar button on maintenance screens *
22. All reports now only display with one set of headings.  To print a hard copy of a report including headings at the top of each page, click on the Print Toolbar button (BlueArc - Scott - Change Request)
23. A "Make Same" button added to Add a Business Card function (BlueArc - Peter - Change Request)
24. Information Technology (IT) Governance RoadMap
25. Stakeholder Management RoadMap
26. Additions to Business Activity, Information System, Risk, Platform, Generic Equipment Unit, Specific Equipment Unit, Equipment User, Test Plan, Test Script and Test Run transactions to better support Business Continuity Management (Pendle Cooper - Barry - Change Request) *
27. Options and Preferences now controls displaying Transactions, RoadMaps, Functions, Reports, Utilities, Projects, People, Companies, CASE, Work Activities, Locations and Courses on transaction and report main menus (BlueArc - Peter - Change Request) *
28. Improvements to dialogue screen displays (BlueArc - Peter - Change Request)
29. Addition of "Clear All Checkboxes" and "Set All Checkboxes" buttons to Person's Forthcoming Activities, Project Schedule Analysis, Project/Company/Person Overall View and Financial Transactions Requiring Attention report selections as well as Delete Unreferenced Records Static Data function as well as the Reconcile Creditors Invoices, Debtors Invoices, Expense Claims, Purchase Orders and Timesheets functions as well as the Match Creditors Invoice to Timesheets function as well as the Transfer Journal function (BlueArc - Jessica - Change Request) *
30. Addition of "AllTextFields" field to all Enquiry selection displays for "Is Like" and "Is NOT Like" selections
31. Specific Notification maintenance screen (100208) *
32. Transaction Specifications (screen tailorings) are now preserved over a migration to a new major release of PM^Complete™ software (read Transaction Specification Help for restrictions)
33. Added a Priority field, standardised on format, validation and included in transaction lists all Work Activity transactions that didn't already have them *
34. Managing a Consulting Firm RoadMap
35. Managing a Software House RoadMap
36. Addition of Portfolio/Programme selection to Project's Overall View report
37. Replacement of all "OK" buttons with toolbar "GO" button *
38. More consistent alternate record banding on reports
39. Options and Preferences can now control screen colour scheme *
40. Portfolio/Programme-only reports now no longer allow project selection as well as portfolio/programme selection
41. You can now Clone document transactions *

1. A pop-up date picker added to Purge Audit Trail, Purge Error Log and Purge Passwords dialogues
2. Migrate to New Release of PM^Complete™ administration function now supports skipping of releases *
3. Posting Creditors Invoices, Debtors Invoices, Expense Claims and Timesheets creates all G/L fields in Posted Transaction record so can be exported
4. Addition of Assessment at Completion and Failure Reason codes for projects to assist with overall portfolio analysis *
5. Addition of Failure Reason Codes as a Reject Reason Type Class *
6. Grand Total added to Transaction Journal (Complete), Transaction Journal by Account by Period, Transaction Journal by Period, Project's Transaction Journal (Complete), Project's Transaction Journal by Account, Project's Transaction Journal by Account by Period, Project's Transaction Journal by Period reports
7. The clone operation now automatically displays the new record when it is finished (BlueArc - Scott - Change Request)
8. CMMI® SCAMPI™ RoadMap
9. Users no longer need to click on "OK" button to refresh Workgroup name after a Change Workgroup (BlueArc - Scott - Change Request)

1. Substantial performance improvements to importing and exporting Microsoft® Project schedules
2. PMMentor™ Agile RoadMap
3. Post Creditors Invoices function now posts costs to Project Task if specified
4. Post Debtors Invoices function now posts costs to Project Task if specified
5. Post Expense Claims function now posts costs to Project Task if specified
6. IT Strategy RoadMap (Pendle Cooper - Barry - Change Request)
7. People Management RoadMap
8. Addition of Client Averages to Client Profitability report
9. Replacement of SEI's Capability Maturity Model (CMM)® RoadMaps with Capability Maturity Model Integration (CMMI)® RoadMaps (TSI - Dave - Change Request)
10. Addition of more detail to the SEI Capability Maturity Model Integration (CMMI)® RoadMaps
11. Cross-referencing CMMI®, PMBOK® and PRINCE2™ RoadMaps
12. Generic Accountant or Finance Manager role-based RoadMap (Redman - John - Change Request)

1. Intellectual Property Asset maintenance screen (100203) *
2. Intellectual Property Asset Type static data maintenance screen (100204) *
3. Entry of a non-numeric value into a foreign key field will now filter the pop-up displayed when user clicks on the "..." button to just those that begin with what user entered into the field (BlueArc - Peter - Change Request)
4. Self administration password change management.  If a user's password expires, user can still login, but all user can do is change his/her password (Pendle Cooper - Elgar - Change Request) *
5. Improvements to Career Band/Family and Designation maintenance screes and lists to facilitate career planning and company establishment management *
6. Improved support for Mozilla Firefox™ and Netscape Navigator web browsers
7. Inclusion of a "print and return" button on Print Operation Button screens
8. For all screens, when a purchase order is entered, it must now be for the company previously entered on the same screen (BlueArc - Peter - Change Request)
9. Login on PMComplete Pty Ltd hosted web sites no longer inhibited if SMTP service is down
10. Facelift for all charts based on new version upgrade to charting package and better colours
11. More checks added to the Portfolio's/Programme's and Project's Schedule Analysis report
12. Improvements to re-displaying data entry error screens, highlighting where errors occur and allowing data to be entered/corrected from erroneous screens
13. Users no longer must save data when moving from one tab to the next on the same maintenance screen (except for when moving to and from a Line Item tab) (BlueArc - Damien and Peter - Change Request)
14. Performance improvements when moving from one tab to another tab on maintenance screens
15. Overhaul of Earned Value and Earned Schedule report
16. Security improvements when accessing transaction type-based functions where user does not have access to underlying transaction types
17. Improved status bar lead-through text messages for dependent fields (BlueArc - Peter - Change Request)
18. Project Delay Type static data maintenance screen (100207) *
19. Project Delay maintenance screen (100206) *

1. Facelift for all Dashboards/Scorecards
2. Added Impact (Low/Medium/High) to Project Change/Variation and Defect Screen *
3. Added Impact chart to Project's Defect Performance chart
4. Added Impact chart to Project's Change/Variation Performance chart
5. Users can no longer specify a date that is not in an open accounting period on a creditors invoice, debtors invoice or expense claim (PMComplete Pty Ltd - Chris - Change Request)
6. Users can no longer create a debtors invoice or creditors invoice with a duplicate invoice number (PMComplete Pty Ltd - Chris - Change Request)
7. Explicit support for Apple Safari browser (TSI - Dave - Change Request)
8. Export Rich Views utility function (100202) (BlueArc - Dave - Change Request) *
9. First Quick Add Dashboard (allows users to request PM^Complete™ display a maintenance screen when users first login as their Dashboard.  Typically, this would be used to display the Timesheet maintenance function for those people who's main use of PM^Complete™ is to enter a timesheet.  Users specify the maintenance screen to be displayed by seleting it from the Quick Add Item 1 field).
10. Project's Resources Gantt chart now has date range selection
11. Facelift for PM^Complete™ data entry screens to make consistent with new branding and style guidelines
12. PM^Complete™ Module developer maintenance screen (100198) (Redman - John - Change Request) *
13. Support for "per module" licensing of PM^Complete™ (Redman - John - Change Request) *
14. PM^Complete™ Module Components System Administrator report (100199) (Redman - John - Change Request) *
15. Favour Type static data maintenance screen (100200) *
16. All Resources on all Projects Gantt - Task Assignment-Based chart (828/100201)
17. Person's Leave report now shows all leave recorded on all timesheets as well as all leave requested on all Leave transactions together with a leave analysis.
18. Person's Leave report now has a date selection
19. HdrID field no longer displayed on record lists (BlueArc - Peter - Change Request) *
20. A front-end selection screen added to Person's Forthcoming Activities report (BlueArc - Peter - Change Request)
21. A front-end selection screen added to Financial Transactions Requiring Attention report (BlueArc - Jessica - Change Request)
22. Re-engineering documentation to conform to new style and branding standards
23. Project Status field added to Project list, Project in Portfolio/Programme list and Portfolio/Programme Project's Pipeline report (BlueArc - Peter - Change Request) *

1. Document repository (affecting "Attach" Operation Button and Document Repository report) is now an option controlled on the Workgroup maintenance screen *
2. Menu Usage administration report (all variants) now also shows minimum, average and maximum response time for each menu item *
3. Replaced Menu Usage administration report with 3 variants - by Maximum Response Time, by Menu Name and by Highest Usage *
4. Pecuniary Interest maintenance screen (100196) *
5. Pecuniary Interest Type static data maintenance screen (100197) *
6. PMI's® Portfolio Management Standard RoadMap
7. Successfully Managing Projects with PM^Complete™ guide
8. Successfully Managing Portfolios and Programmes with PM^Complete™ guide
9. Successfully Managing a Practice with PM^Complete™ guide
10. More checks added to the Portfolio's/Programme's and Project's Schedule Analysis report
11. ISO/IEC 15288 RoadMap
12. System Administrator's can now set user session timeout period by Workgroup (BlueArc - Les - Change Request) *
13. What's In It For Me (WIIFM) RoadMap
14. Getting Them To Drink RoadMap
15. Develop Project Communications Management Plan RoadMap
16. Common Web Site Links now open in a new web browser session (Redman - John - Change Request)
17. USA spelling, venacular, currency symbol, date formatting and A4/Letter/Quarto page size now configured dynamically at login time, based on system user's web browser Language settings (eg, "[en-us]", "[en-au]", "[en-gb]", "[en-nz]", etc) (TSI - Dave - Change Request)

1. Microsoft® Solutions Framework (MSF) RoadMaps (BlueArc - Peter - Change Request)
2. The Quick Reference Card and System Usage Tips Guide Toolbar buttons merged into the one Toolbar button now called "User Documetation".  Sites can now add their own documentation to the Library sub-folder and have it automatically displayed.
3. Strategy maintenance screen (100193) *
4. Strategy Type static data maintenance screen (100194) *
5. Matching of System User's Security with Project Security to provide project access security *
6. Landscape icon added to all reports that need to be printed in landscape orientation
7. General useability improvements to Financial Transactions Requiring Attention report (PMComplete Pty Ltd - Chris - Change Request)
8. Re-work of all Risks Register reports to improve readability, useability and understandability
9. Manage KnowledgeBase and Lessons Learnt RoadMap
10. System Administrators can now maintain Notifications, Reminders and Alerts for other people, including non-PM^Complete™ users (they must be a person with an e-mail address) (BlueArc - Peter - Change Request)
11. All Work Activity transactions can now have alert e-mails automatically sent to the person responsible and their manager if their expected end date is passed, if they request alerts either on the Options and Preferences screen or the Notifications, Reminders and Alerts screen (BlueArc - Peter - Change Request) *
12. Financial Transactions Requiring Attention report now produces an aged trial balance for debtors invoices, creditors invoices and expense claims (PMComplete Pty Ltd - Chris - Change Request)
13. Specific Debtors Invoice report now displays all free-format text recorded in the Workgroup "DR Invoice Comments" field at the foot of the invoice.  This allows for flexible payment instructions, including bank account details for electronic funds transfer, to be printed *
14. The period between escalation checks is now parameterised and held in the System-Wide Options administration record *
15. Security Type can now be specified on the Document Attachment screen
16. Document's Security Type is now used to control who can access documents (ie, those documents that will be listed on the Document Attachment screen and the Document Repository report)
17. All Work Activity transactions can now have notification e-mails automatically sent to the person responsible and their Project Manager if they are closed, if they request notifications either on the Options and Preferences screen or the Notifications, Reminders and Alerts screen (BlueArc - Peter - Change Request) *
18. Transaction Role Developer function (100195) (BlueArc - Peter - Change Request) *
19. Re-work of Notifications, Reminders and Alerts to allow for roles to be specified (BlueArc - Peter - Change Request) *
20. Additional Transaction Roles added for Complaints and Problems, Project Changes/Variations and Defects *

1. ITGI's CobiT RoadMaps (5) added to Standards and Methods RoadMap
2. WorkFlow for Project Change/Variation transaction (Value = 0, Quantity = 1)
3. Senior Executive 2 Scorecard added as a Dashboard
4. COSO RoadMap added to Standards and Methods RoadMap
5. ISO 17799 RoadMap added to Standards and Methods RoadMap
6. More checks added to the Portfolio's/Programme's and Project Schedule Analysis report
7. Project Management Plan Sections RoadMap
8. A number of changes to make KnowledgeBase and Lessons Learnt more useable (for reviewing at the start of projects, for recording at the end of projects and for HelpDesk Operators recording and searching information about products and systems)
9. A number of changes to make Surveys more consistent and generally useable
10. Addition of PM^Coach™ to the PMComplete Pty Ltd web site
11. Addition of PM^Office™ to the PMComplete Pty Ltd web site
12. All Special Function Links (except for "My ...") are now also displayed on record lists (BlueArc - Chad - Change Request)
13. After adding and changing records, there is now no longer a confirmation message displayed.  The saved record is re-displayed as the cofirmation itself (BlueArc - Scott - Change Request)
14. Addition of "Work Activities" as a major menu category for the 3-frames menu type
15. Addition of "Locations" as a major menu category for the 3-frames menu type
16. Constraint and Obstacle maintenance screen (100190)
17. Constraint and Obstacle Type static data maintenance screen (100191)
18. Addition of a Partners page to the web site
19. Addition of a registration screen before being able to take a PM^Complete™ demonstration or download templates from the web site (Redman - John - Change Request)
20. Addition of a login screen before being able to download templates from the web site (Redman - John - Change Request)
21. "Suggestion" maintenance screen re-named as "Suggestion and Recommendation" *
22. Project Templates RoadMap
23. Project Policy, Process, Procedure and Check List maintenance screen (100192)
24. More dynamic/automatic/efficient management of different PM^Complete™ versions at different sites and supplying "Patch Releases" (as opposed to "Full Releases")

1. Occasional Users Guide replaced by Quick Reference Card
2. Basic Operations Quick Reference Card
3. Business System Administration Quick Reference Card
4. Project Management Quick Reference Card
5. Project Financials Quick Reference Card
6. Timesheets Quick Reference Card
7. Copy Debtors Invoice function (100188) (BlueArc - Jessica - Change Request)
8. Portfolio's/Programme's and Project's Schedule Analysis report (100189)
9. The Timesheet Line Item Task field's pop-up now only displays those tasks appropriate for a person (BlueArc - Les - Change Request):
   • Summary and Milestone tasks are never displayed
   • If Project specifies people must be working on project and you are not working on the project you will not have any tasks displayed
   • If Project specifies people must be working on task, then only those tasks that you have been assigned to will be displayed
10. Explicit support for Mozilla Firefox™ browser (as well as Microsoft® Internet Explorer and Netscape)
11. Customer Relationship Management Quick Reference Card
12. Education and Training Quick Reference Card
13. Surveys Quick Reference Card
14. Company Strategy Map report changed to allow for strategy to be documented during a workshop as well as general improvments to its look
15. Addition of Projects tab to Business Objectives maintenance screen

1. Significant improvements to look and feel of record lists (BlueArc - Scott - Change Request)
2. Significant improvements to look and feel of menus
3. Significant improvements to look and feel of maintenance screens
4. Generic Fund Manager, Chief Information Officer, External Client Project Manager, Project Management Office Representative, Project Team Member, Project Sponsor, Project Stakeholder, Senior Manager, Office Administrator, Portfolio/Programme Manager, Practice Manager, Salesperson, Survey Organiser and Training Administrator role-based RoadMaps
5. RASCI (Responsible for, Authorises/Accountable, Supports the Activity, Consults, Informs) maintenance screen (100186)
6. Logo added to Specific Debtors Invoice report

1. Meeting Sessions report (100185)
2. Rework of Billability and Utilisation report to make it more compact (BlueArc - Scott - Change Request)
3. Life-to-Date record selection is now based on the specific History Date defined on the System Wide screen
4. You can now select projects, companies and people from the main menu

1. The Enterprise RoadMap
2. Information Technology Management (IT) RoadMap
3. Supply Chain Management (SCM) RoadMap
4. Enterprise Project and Portfolio/Programme Management (EPPM) RoadMap
5. Enterprise Risk Management (ERM) RoadMap
6. Strategic Business Initiative Management Roadmap
7. Delete Unreferenced Records static data maintenance function (100222) *
8. Substantial revisions to Performance Reviews RoadMap
9. Disaster Recovery RoadMap
10. You can now drill-down on the PM^Complete™ Sub-System Diagrams
11. Supplier Relationship Management RoadMap
12. Reminders for Occasional Users display added to PM^Complete™ Toolbar buttons (Carreker - Garry - Change Request)
13. "Project's Scorecard" report re-named as "Project's Scorecard - Complete" (displays all sections)
14. Project's Scorecard - Optional report (always displays Summary and Executive Summary and then only those sections where there is data) (BlueArc - Peter - Change Request)
15. Action Items by Type/Date/Priority and Action Items Register reports now have an additional option to select All Incomplete plus a Closed Since Date (PMI - Gordon - Change Request)
16. General cleanup of how e-mail addresses are recorded, displayed and printed from Person screen and Candidate screen
17. New Option and Preference to repeat Operation Buttons at the bottom of all maintenance screens (BlueArc - Chad - Change Request)
18. Data Base Transaction Type Documentation report and Table Map maintenance have now been moved from the System Administration sub-system to Core sub-system
19. Course Presenter's Information Sheet report (100174)
20. Change Workgroup option to Subtract a Workgroup from your current list as well as displaying current Default Workgroup and Base Workgroup
21. Template Survey Question Type static data maintenance screen (100175)
22. Survey Questionnaire (Blank) report (100176)
23. Skill Alignment with Business Objective (100178)
24. Product Alignment with Business Objective (100179)
25. Import Data now allows specifying if matching imported data can overwrite current data in PM^Complete™ as well as shows current Default Workgroup as well as strips of all leading and trailing spaces from all fields (CBA - Richard - Change Request)
26. Record lists no longer paginate and are no longer banded, but have quick single-character filtering where appropriate (BlueArc - Scott - Change Request)
27. Menu Frame narrowed, PM^Complete™ Toolbar now the same colour as your browser, bread crums on 3-frame menus, "Add" Operation Button added to the bottom of record lists, tree view replaces button view, expansion of a project, a person or a company only displays those transaction types that have data for that project, person or company
28. Quick Add selection on PM^Complete™ Toolbar (set from Options and Preferences screen)
29. Project Folder Summary report (100180) (BlueArc - Chad - Change Request)
30. "Add" and "Change" maintenance screen Operation Buttons replaced by "Save" Operation Button (BlueArc - Chad - Change Request)
31. Maintenance Screen Opens with List Options and Preferences screen option now only opens with (if appropriate) current records and (if appropriate) with your records.  This also applies to drill-downs from Dashboards
32. Add of a new project now automatically creates an Action Items Register and Project in Portfolio/Programme entries for the "All Projects", "All External Projects" (where appropriate), "All Internal Projects" (where appropriate), all portfolios/programmes where "OurProjectManager's" full surname occurs in the name, all portfolios/programmes where "ClientProjectManager's" full surname occurs in the name, all portfolios/programmes where "OurAccountManager's" full surname occurs in the name and all portfolios/programmes where "Client's" full name occurs in the name.  These all ONLY when entered at the time the project is added
33. General cleanup of Training Administration Dashboard
34. Revised PM^Complete™ demonstration screen to include hints about what data is available
35. Improved handling of different screen sizes
36. Fund maintenance screen (100181)
37. Gate Approval Type static data maintenance screen (100182)
38. Specific Debtors Invoice report now displays any text in the Debtors Invoice Header's Description - Long field
39. Survey Evaluation Summary report (100183)
40. Enter Survey Responses function (100184)
41. Timesheet time allocated to a Service Call now updates the Service Call actual time and cost when the timesheet is posted (BlueArc - Peter - Change Request)
42. Out of Office Report now shows training presenters
43. Option to not display Accounting Period selection date ranges (BlueArc - Scott - Change Request)
44. Option to remember Workgroup settings across logouts and logins (BlueArc - Michael - Change Request)
45. Billability and Utilisation report no longer shows cost and charge-out amounts.  It now has section breaks for ourganisation unit and company (BlueArc - Scott - Change Request)
46. Changes to line item maintenance displays to always make 2 lines but make narrow width (BlueArc - Les - Change Request)
47. Ability to enter comments on timesheets that are imported (BlueArc - Les - Change Request)
48. General improvements to record selection criteria for Forthcoming Activities report
49. Generic HelpDesk role-based RoadMap
50. Timesheet list now shows WIP (to see if completed) and Approved Date (to see if approved waiting on posting) (BlueArc - Scott - Change Request)
51. Generic Project Manager role-based RoadMap
52. Courses can now have split dates (eg, 2 days then a 2-week break back on the job and then a 1-day refresher).  Split courses are linked and all dates are displayed on reports and drop-down lists
53. Course Planning Schedule by Presenter now allows date selection to span multiple months
54. Course Planning Schedule by Venue now allows date selection to span multiple months
55. Course Planning Schedule by Presenter now shows all schedulable people (ie, Presenters) and can be used to assign courses
56. Timesheets now allow either Start Time/End Time OR Elapsed Hours to be recorded
57. General improvements to Document Repository report and attachment list formatting
58. The Report Menu functionality has now been subsumed into the PM^Complete™ toolbar menu
59. Ability to specify a Site-Specific RoadMap as a Dashboard

1. Course Participant Certificates (Attendance) report (100173)
2. Addition of Workgroup to Course Schedule/Class maintenance screen
3. Addition of both Top Company logo and Client Company logo to all education and training reports destined for Client consumption (PMI - Kym - Change Request)
4. Addition of the concept of a Region to Location and Property (specified by a special Type) and the ability to specify a Region OR a Location on all location-based reports (including sending e-mails and document repository searching)
5. Addition of Senior Executive Scorecard
6. Addition of address fields to Facility maintenance screen
7. Changed Travel maintenance screen to allow recording of return booking on 1 screen
8. Abilty to specify Only Owned/My security on Menu in User Group maintenance screen for all table records
9. Ability to drill-down to Person on Task maintenance screen from Project's Gantt chart
10. Assistance (Help) Available in PM^Complete™ RoadMap
11. Improved migration procedure that displays a "site being upgraded" message
12. Re-work of Add a Business Card function (BlueArc - Peter - Change Request)
13. Generic Librarian, Meeting Secretary or Scribe, Event (Seminar, Exhibition and Conference) Organiser, Travel Booker and Training Presenter role-based RoadMaps
14. Ability to set a field's value equal to a constant during an Import Data (CBA - Richard - Change Request)
15. Ability to transliterate a field's value during an Import Data (CBA - Richard - Change Request)
16. Course Participants/Enrolments Attendance Register now prints 5 spare slots at the end to allow for late changes to the Course Participants/Enrolments

1. Options and Preferences now allows System User to set own Initial Login Workgroup
2. Mine functionality added to all menus for projects, companies and courses
3. "Business Improvement Initiative" maintenance screen re-named as "Strategic Business Initiative" *
4. Common Project Management Functions RoadMap
5. Added Person on Project Task to Forthcoming Activities report
6. Added Forthcoming Activities to Team Member Dashboard
7. Added Reviews to Project Dashboard
8. Added Revenues status to Project's Status Summary report
9. Support for multiple instances of the PM^Complete™ data base on the one SQL Server™ server (for multiple sites as well as multiple versions)
10. Added Course on Document Repository selection criteria
11. Changed PM^Complete™ Toolbar to have buttons instead of words and re-named it "PMComplete™ Toolbar"
12. Project Life Cycle Phase Support RoadMap
13. Course Schedule/Class by Venue chart (100170)
14. Course Planning Schedule by Presenter chart (100171)
15. Course Planning Schedule by Venue chart (100172)
16. Addition of Rolling Forward periods to all Period/Date Rate selection screens
17. Addition of Company News to PMComplete Pty Ltd web site
18. Addition of "Suggested Venues" button and "Suggested Presenters" button to Course Schedule/Class maintenance screen

1. Changed Send E-Mail to Distribution List to be under Utilities menu
2. Enter Course Evaluations function (100163)
3. New style/look for PMComplete Pty Ltd web site
4. Training Administration Dashboard added
5. People's Skill in Products, Tools and Services Assessment and People's Skill in Techniques Assessment added to HelpDesk Dashboard
6. Course Schedule/Class by Presenter chart (100164)
7. RoadMap Keyword Topic Index also added to RoadMaps menu
8. Channel Salesperson and Channel added to Sales Opportunity screen
9. Course Materials Delivery Docket report (100165)
10. Recently/Frequently Used Functions utility function (100166)
11. Procurement Management added to Practice Dashboard
12. Option for "Maintenance Screen Opens with List" on Options and Preferences screen
13. Information Systems and Knowledge Management added to Practice Dashboard
14. Added "Courses" button to Transactions and Reports menus and moved all training-based reports to here
15. Clicking on Workgroup display on banner frame now invokes Change Workgroup utility function
16. You can now display the attached document from the Document Attachment maintenance screen
17. Re-worked Journal, Log, Note and Reminders maintenance to allow them to be "stickey noted" to Projects, Action Items, Service Calls, Issues, Project Tasks, Work Orders, Risks, Project Changes/Variations and Project Defects (to allow for a running commentary of interim activities)
18. Resource Assignments report (100167)
19. Revenue Forecast report (100168)
20. Addition of an Alert for if an ETC is specified on a timesheet - optionally based on new checkbox and Threshold on Project maintenance screen
21. Addition of an Alert if any Claimed Overtime Hours are specified on a timesheet
22. All Period/Date Range selection screens now also include common date ranges (eg, this week, next week, last week, this year, next year, last year, etc) - 26 of them

1. Changed all usage of "Attendee" to "Participant" (eg, in Courses, Meetings, Reviews and Seminars)
2. Added graphical sliders to all reports showing a percentage as well as risk Probability/Impact/Priority as well as Satisfaction
3. "Bonus Paid" maintenance screen re-named as "Bonus/Commission Paid" *
4. Option to "Print Maintenance Screens' Memo Fields with Fixed Size" on Options and Preferences screen
5. Added "Qualification" tab (and fields) to Sales Opportunity screen
6. Added Workgroup field to Sales Opportunity transaction
7. Portfolio/Programme and Project's Compliance and Governance report (100156)
8. Added Pre-Startup and Post-Closure checkboxes to Project Phase screen
9. Addition of system user selection to Audit Trail List by System User administration report
10. Addition of Region to Location and Property maintenance screen
11. Addition of regional map layer to Geographic Dashboard
12. Addition of "PM Activity" checkbox to Project Task and Template Task maintenance screens (so can separately monitor the cost of project management)
13. Microsoft® Outlook® Add-In to relate e-mails to projects and capture them ready for upload into PM^Complete™
14. Upload E-mails (100157) function
15. Export All Projects (100158) function
16. Template WBS in Project Type maintenance screen (100159)
17. Template Summary Work Breakdown Structure (SWBS) report (100160)
18. Portfolio's/Programme's and Project's Summary WBS/Work Products (PSWBS) RAM report (100161)
19. Notification e-mail now allows clicking on an embedded URL to take you directly to the PM^Complete™ login and then the record directly as well as improvements to the record description that is displayed
20. A record lookup selection button is now displayed against blank related fields on the maintenance screen
21. The BCC field is now automatically populated with the current system user's e-mail address, when you click on the "E-Mail" button on all reports
22. Course Participants/Enrolments Attendance Register (Blank) report (100162)
23. The system user's password is no longer sent to the registered e-mail address if it is forgotten (only the reminder message (if there is one) is sent
24. On an abortive login where the password is incorrect, the system user's reminder message is now displayed (if there is one)
25. All PM^Complete™ System Users added as a selection criteria for Send E-Mails and Telephone Number Lists
26. The logo displayed on the Course Certificates report is now site tailorable and expected to be in C:\PMComplete\ClientsOwnFiles\CourseCertificateLogo.JPG
27. Renaming of Best Practice Mentor™ to PM^Mentor™

1. Substantial changes were made to most of the tutorials, with over 5 hours of additional material being included as well as the implementation RoadMap being added to each tutorial
2. RoadMap Keyword Topic Index utility function (100154) including site-specific RoadMaps
3. All data entry fields where there is a range check now have the valid range displayed as a Status Bar text
4. Complexity field added to all Project Configuration Item objects as well as their list report
5. Line item headings (displayed every 6 line items) in all maintenance screens now have a "Top" button
6. 2 X Sales Opportunities Gantt charts now have date range selection displayed in headings
7. Ability to drill-down on person's company from the person's telephone number and e-mail address lookup screen
8. Ability to drill-down on person's last contact from the person's telephone number and e-mail address lookup screen
9. Generate Person Contact List (100155) function with drill-down to person contact screen
10. Option to "Turn off all sounds" on Options and Preferences screen
11. Project's Scorecard report now shows % Complete in graphical form
12. Addition of applicable transaction type selection for Company's Overall View, Person's Overall View and Project's Overall View reports
13. Location Summary report now shows Location's Region, Lat and Long
14. Addition of Project Governance and Compliance RoadMap
15. Addition of Channel Management RoadMap
16. Geographic Dashboard

1. Substantial overhaul of Project Journals, Logs, Notes and Reminders to provide improvements in project logs ("plogs")
2. Changes to Information System and Information System in Project to support both developing and replacing systems by the one project (and allowing a quick Systems to be Replaced Register to be printed for planning purposes)
3. Addition of an "My Owned" special operation link to all maintenance screens where there was already a "My" special operation link on the tab bar
4. Substantial revisions to all PMBOK, Resource Management and Implementation RoadMaps
5. Addition of Project Management Planning Workshop RoadMap
6. Support for Microsoft® Project 2002 and 2003
7. All PMBOK RoadMaps now allow drill-downs on all PM^Complete™ reports and functions
8. All PRINCE2™ RoadMaps now allow drill-downs on all PM^Complete™ reports and functions
9. HelpDesk Dashboard
10. Added Resolution Type to Service Call List so can sort and enquire on this
11. Added Service Calls to Practice Dashboard
12. Service Call and HelpDesk Management RoadMap now allows drill-downs on all PM^Complete™ reports and functions
13. Additional chart showing number accepted versus number rejected added to Project's Defect Performance chart and Project's Change/Variation Performance chart

1. Risks can now be flagged as "Do Not Show to Client" and/or "Do Not Show to Vendor" and will then not be displayed to System Users who are set up as either "Is Client" or "Is Vendor"
2. Addition of "Analyse" Special Operation Link to Timesheet maintenance screen to display 4 net hours charts: By Billable/Unbillable, By Client, By Project and By Date
3. All "List" Operation Button lists/reports and all Pop-Up Lists now sort Inactive records to the bottom of the list (unless you click on the "Active" button to request that Inactive records be sorted to the top of the list)
4. Addition of Active and Related Service Call fields to Service Call maintenance screen as well as deleting Miscellaneous tab and moving all of its fields to the Base tab as well as setting of default value on Status field to "Open"
5. Addition of "Campaign" to Person Contact list and "Person Contacts" tab to Marketing Campaign maintenance screen
6. Enhancements to Notifications to allow all record owners to optionally be notified of a transaction state change as well as all responsible Project Managers to optionally be notified of a transaction state change on any transaction
7. Planned Project Management Levers of Control fields added to Project maintenance screen (Complexity and Loc tab)
8. "Major" checkbox added to Action Items, Assumptions, Project Benefits, Project Changes/Variations, Project Configuration Items, Project Defects, Project Dependencies, Documents, Issues, Project Outcomes, Risks, Stakeholder Assessments, Project Tasks and Milestones, Service Calls, KnowledgeBase and Lessons Learnt, System Interfaces and Data Conversions, Generic Meetings as well as Courses maintenance screen as well as list reports
9. Project's Scorecard modified to only display transactions marked as "Major", thereby allowing you to control the level of detail that is displayed on this report
10. Addition of Outcomes and Dependencies to Project's Scorecard report

1. Complete makeover of look and feel of all maintenance screens
2. Complete makeover of look and feel of the PM^Complete™ Toolbar on all screens
3. "Script Questions" maintenance screen re-named as "Template Script Questions" *
4. "Person Remuneration" maintenance screen re-named as "Remuneration Rate" *
5. Template Work Breakdown Structure (WBS) report (100153)
6. Select Menu in User Group administration function now has options for sorting by menu text name, menu category, sub-system name and menu ID
7. 32 new RoadMaps covering implementing each PM^Complete™ sub-system
8. Drill-down on Portfolio/Programme Gantt chart now invokes Project's Gantt Chart

1. Business Process Management RoadMap
2. Practice Management (AKA Intranet-in-a-Box) RoadMap
3. General Methodology Support RoadMap
4. Timesheet Management RoadMap
5. Products, Tools and Services Management RoadMap
6. Training Management RoadMap
7. Telesales RoadMap
8. Moment of Truth Activity maintenance screen (100149)
9. Moment of Truth Activity Type static data maintenance screen (100150)
10. Marketing Campaign (100151)
11. Marketing Campaign Type static data maintenance screen (100151)
12. Function Point Analysis (FPA) RoadMap
13. Critical Chain Project Management (CCPM) RoadMap
14. Total Quality Management (TQM) RoadMap
15. Team's Satisfaction, Company's Satisfaction and Manager's Satisfaction added to Project Monthly Status maintenance screen
16. Team's Satisfaction and Company's Satisfaction added to Project's Satisfaction Barometer chart
17. Highlight field type (Green) to draw attention to important fields on screens
18. Option to "Display related fields as drop-downs instead of pop-up pick-lists" on Options and Preferences screen
19. Major re-work of maintenance screen (and other screens) look and feel together with performance improvements

1. Information System Documentation RoadMap
2. Company or Organisation Unit Documentation RoadMap
3. Most RoadMaps were updated and restructured
4. Parameterisation of site's e-mail Return Address
5. "Document Borrower" maintenance screen re-named as "Library Borrowing" *
6. "Asset in Library" maintenance screen re-named as "Library Asset" *
7. All downloaded report files now have a date and time stamp in their file name
8. Template Document in Project Type maintenance screen (100147)
9. Create Project's Documents from Template function (100148)
10. You can now drill-down to detail on appropriate topic by clicking on the traffic lights displayed on the Project Status Summary report
11. Methodology and Standards Views RoadMap
12. Six Sigma RoadMap
13. SEI's Capability Maturity Model CMI®RoadMap
14. ISO 9001 RoadMap
15. PMI's® PMBOK® Extensions RoadMap
16. ISO/IEC 12207 RoadMap
17. ISO/IEC 15504 (SPICE) RoadMap
18. MIL-STD-498 RoadMap
19. PRINCE2™ RoadMap
20. Unified Modelling Language (UML) RoadMap
21. Agile Software Development RoadMap
22. IEEE's SWEBOK RoadMap
23. You can now independently freeze a project's Schedule Baseline, Cost and Revenue Budget, WBS/Work Products Baseline as well as Benefits and Outcomes Budget
24. You can now drill-down from all charts
25. Expectation Status changed to Satisfaction Status on Project Monthly Status and all associated reports
26. WorkFlow notification of Reviewers missing the Review End Date
27. AS/NZS 4360 RoadMap

1. Project Request/Opportunity Process RoadMap
2. Portfolio/Programme and Projects Pipeline report (100144)
3. Performance Indicator's/Metric's Value Comparison chart (100145)
4. WorkFlow for Contract transaction
5. Prospect Dashboard now shows Sales Opportunity Gantt by Salesperson report as well as Average duration for a Sales Opportunity and Average number of Person Contacts per Sales Opportunity as well as Quotations/Proposals
6. Project Classification static data maintenance screen (100146)
7. Many additional Status Bar Text lead-throughs added
8. Options and Preferences ability to control display of Usage Tips, Status Bar Texts and Hover Tips for modem users, improved formatting and addition of Default Sales Opportunity
9. Sales Opportunity Milestones tab added
10. Tightening up of validations for Contracts and Purchase Orders before sending for WorkFlow authorisation
11. Portfolio/Programme and Project's Dependencies report (1111)
12. Funding Pool Analysis report (735)
13. Escalate transactions
14. Information Technology Infrastructure Library (ITIL)® RoadMap
15. Document Attachment Usage Ideas RoadMap
16. Most RoadMaps were updated

1. Site System Administrators can now embed their own RoadMaps
2. Portfolio/Programme and Project's Milestone Gantt chart (100138)
3. Portfolio/Programme and Project's Gantt Chart now shows the Estimate line for Summary tasks in black
4. All Schedule reports now show results in both a calendar format and a Gantt Chart format and can then be exported to Microsoft® Outlook® by using the "Export Calendar to Microsoft® Outlook®" function
5. Portfolio/Programme Dashboard now only shows projects that do not have an Actual Project End Date
6. Portfolio/Programme Dashboard now allows you to specify a project sort sequence (defined on Options and Preferences screen)
7. Prospect Dashboard now shows Service Calls, Purchase Orders, Contracts and Scripts
8. Performance Indicator's/Metric's Value chart (355)
9. Script maintenance screen (100140)
10. Script Type static data maintenance screen (100139)
11. Script Text maintenance screen (100141)
12. All Dashoard types now allow invokation of the Document Repository report
13. WorkFlow for Document reviews based on Document and Document Distribution entries
14. You can now see the status of a Document's approvals and rejections on both the Document Repository report and the Attachment List screen
15. Send E-Mail to Distribution List function
16. All Course Participants/Enrolments, All Seminar and Exhibition Participants, All Reviewers, All Generic Meeting Participants and All Specific Meeting Participants have been added to the selection criteria for both the Telephone List report and the Send E-Mail to Distribution List function
17. Approval and Authorisation Type static data maintenance screen (100142)
18. Project Request/Opportunity maintenance screen (100143)
19. WorkFlow for Project Request/Opportunity transaction

1. Additional of Publication Date AFTER and BEFORE as well as Knowledge Area, Author, Company, Person and Location to Document Repository report selection criteria
2. Business Activity maintenance screen (100125)
3. You can now sort record lists by the smiley column (usually named "Status")
4. You can now view RoadMaps from the Simple and Drop-Down menu types
5. Improvements to Fly-Out menus and re-named "Drop-Down"
6. Company's Strategy Map report (100126)
7. All maintenance screens that have a "Person Responsible" field now have a "My X" tab
8. All maintenance screens that have a "Project" field now have a "For My Project" tab
9. Addition of Location field to all transactions that have addresses to facilitate integration with GIS and analysis by location
10. Sales Opportunity Gantt Chart by Bid Manager report (100042)
11. You can now Enquire on Null values from all maintenance screens
12. Data Ownership report now has a date range selection
13. Failed attempts to login are now recorded on the Audit Trail
14. Portfolio/Programme and Project's Outcomes Register report (100127)
15. Portfolio/Programme and Project's Risk Versus Reward chart (100131)
16. Organisation Change Management RoadMap
17. Project Management Office RoadMap
18. "Portfolio Controlling" RoadMap re-named as "Portfolio and Programme Management"
19. Portfolio/Programme and Project's Satisfaction Barometer chart (100132)
20. RoadMap display security is now controlled by a menu item (100133) (as opposed to previously, where it was controlled by a hardcoded series of User Groups)
21. Managing Clients RoadMap
22. Managing Subcontractors, Suppliers and Vendors RoadMap
23. Speed improvements (40:1) to Companies and People report
24. Speed improvements (19:1) to Company Establishment report
25. All reports that have selection criteria, have that selection criteria displayed in report's headings

1. PM^Complete™ "Managers" re-named "Sub-Systems"
2. "Graphs" re-named "Charts"
3. Earned Value Performance Management RoadMap
4. Approvals and Authorisations maintenance screen (100107)
5. Project WBS/Work Product RAM maintenance screen (100108)
6. Portfolio/Programme and Project's WBS/Work Products RAM report (100110)
7. Template WBS/Work Product maintenance screen (100112)
8. Create Project's WBS/Work Products RAM from Template WBS/Work Products function (100113)
9. Portfolio/Programme Dashboard added
10. All compliance checking now moved from Project's Scorecard report to Portfolio/Programme Dashboard
11. Tender maintenance screen (100114)
12. Tender Type static data maintenance screen (100115)
13. All Postcode fields now allow standard Foreign Key Lookups and Lists
14. Improvements to System Usage Tips Booklet
15. Improvements to response time speed
16. Tutorial Activity administration report (100119)
17. Project Outcome maintenance screen (100120)
18. Project Outcome Type static data maintenance screen (100121)
19. Attached Document Check-Out function
20. Attached Document Check-In function
21. Currently Active Users administration report (100122)
22. Business Value Driver maintenance screen (100123)
23. Portfolio/Programme and Project's Benefits Register report (100124)
24. Splitting of the PM^Complete™ Implementation RoadMap into separate External and Internal Implementation RoadMaps

1. Portfolio/Programme and Project's Alignment with Business Objective report has chart added
2. Improvements to Business Planning and Management together with Portfolio/Programme management
3. Portfolio/Programme and Project's Cost/Benefit Analysis report (1062)
4. Portfolio/Programme and Project's Benefits Comparison chart (100096)
5. Record Enquiry utility function (100097)
6. Portfolio/Programme and Project's Earned Value Performance Management report has Earned Schedule added to it and changes to use newest terminology
7. Improvements to all Account Planning transaction screens
8. Reconcile Creditors Invoice function (100098)
9. Reconcile Debtors Invoice function (100099)
10. Reconcile Expense Claim function (100100)
11. Reconcile Purchase Order function (100102)
12. Reconcile Timesheet function (100101)
13. Reviews and Inspections changed to add Assessments (so can use to assess process maturity and capability)
14. Modify Posted Creditors Invoices function (100103)
15. Modify Posted Debtors Invoices function (100104)
16. Modify Posted Expense Claims function (100105)
17. Portfolio/Programme and Project's Milestones Register report now allows selection for All/Incomplete Only/Complete Only and will always show a red status if there is no End Date - Actual
18. Portfolio/Programme and Project's Task Schedule Status report now allows selection for All/Incomplete Only/Complete Only and will always show a red status if there is no End Date - Actual
19. Project Security maintenance administration function (100106)
20. Tightened up deleting of Attachments security
21. Benefits Management Process RoadMap
22. Timeheet Timeliness report now recognises holidays
23. All reports now have the same heading structure
24. Document Attachments added to Project Scorecard report
25. Improvements to Project Dependency maintenance screen
26. Improvements to how Frequently Asked Questions works
27. Portfolio/Programme and Project's Service Calls Register report (1088)
28. Person's Service Calls report (1091)

1. Improved look of login screen and menu screens
2. Menu Usage administration report
3. Ability to force timesheet accuracy (eg, to 10/15-minute increments)
4. Improved consistency between Attachments list and Document Repository report
5. Additional search criteria added to Document Repository report
6. Additional documentation added to Frequently Asked Questions
7. Meetings Held added to Project Scorecard report (so you can monitor missed steering committee meetings)
8. You can now click on the transaction name as well as the icon on all Dashboards
9. Additional information now shown on Project's Changes/Variations report
10. Data Ownership report
11. Improvements to cloning records
12. Improvements to branding
13. Improvements to maintaining menus in user groups
14. Improvements to Netscape support
15. Improvements to Project's Contracts, Purchase Orders and Invoices report
16. Improvements to Project's Risk Comparisons charts
17. Improvements to response time speed
18. Template Risk maintenance screen (100094)
19. Create Project's Risks from Template function (100095)
20. Financial Transactions Requiring Activity report

1. All marketing collateral was completely revised
2. Option for Drop-Down menus as a Menu Type

1. Enhancements to Company, Company Relationship, Business Improvement Initiative and Person Contact screens to further support account planning
2. Re-named "Diagrams" menu group to "RoadMaps"
3. Added 29 new RoadMaps and approximately 80 sub-RoadMaps, with most project management RoadMaps being based on the Project Management Institute's® PMBOK®
4. Project's Gantt chart
5. Portfolio/Programme's Gantt chart
6. Sales Opportunity Gantt chart
7. Project's Resources Gantt chart
8. Project's Revenues Comparison chart
9. Project's Configuration Item Performance chart
10. Project's Service Call Performance chart
11. Project's Defect Performance chart
12. Project's Change Request Performance chart
13. Project's Issue Performance chart
14. Status Bar Text administration maintenance function allowing a site to tailor the messages that are displayed on the screen status bar for each field on each maintenance screen (ie, a site can now say what they want to be entered in any given field, thereby allowing them to document how they want to use PM^Complete™).  Also enhancements to the Data Base Table Documentation report to display any Status Bar Text defined for a field.
15. Deleted Company Contact function
16. Deleted Telephone List from Person table
17. Changed Project's Budget versus Actual chart to Project's Costs Comparison Chart
18. Person On List maintenance screen
19. Integration of PM^Mentor™ with PM^Complete™ RoadMaps giving methodology reference material on what, why, when, where and how to do things, Utilities menu item for PM^Mentor™ Index as well as "How" Operation Button on appropriate maintenance screens
20. Project's Timesheet Hours Comparison chart
21. Project's Performance Indicator's/Metric's Value chart

1. Tabs for header/line item screens and general improvements to tab displays
2. Single record add tab
3. Multiple dependent tabs on some screens (eg, Companies, Projects)
4. Day in week displayed for all dates on maintenance screens
5. Line item screens have heading re-displayed every 10 records
6. Improved error message displays
7. Improvements to session security
8. Transfer Journal function
9. Obsolete document management (archiving and security over who can access documents in archive)
10. Bonus/Commission Type static data maintenance screen
11. Bonus/Commission Paid maintenance screen
12. Specific Process report
13. Document Transmittals report
14. Project's Contracts, Purchase Orders and Invoices report (replaces Project's Purchase Orders report)
15. Significant additions to the Process maintenance screen
16. "Attached Documents Repository" report re-named as "Document Repository"

1. Project's Earned Value Performance Management report and chart
2. Select Menus in User Group system administrator function
3. Improvements to all charts (PC workstation now requires Adobe®/Macromedia® Flash® 6.0 (or later) Add-In)

1. Document Object Type static data maintenance screen
2. Document Physical Manifestation Type static data maintenance screen
3. Document Affected Area Type static data maintenance screen
4. Asset In Library maintenance screen
5. Flexible e-mail notification capability for all maintenance functions
6. "Notify" button on Articles and Correspondences, Policies, Processes, Procedures as well as Check List, Standards and Guidelines screens to allow notification to all subscribers
7. Document Attachment maintenance screen
8. Tabbed screens replaced sub-pages
9. Additional security on Performance Review, Personal Objectives and Bonus/Commission Paids (only Owner, the subject person and system users marked as Resource Co-Ordinators may view and maintain a record)
10. Process Monitoring metrics option for all Dashboards

1. WorkFlow for the following transaction types:
   • Creditors Invoices
   • Debtors Invoices
   • Policies
   • Procedures
   • Processes
   • Purchase Orders
   • Travel
2. Improved skinning capabilities
3. Faster displays
4. More consistent icon theming on screens
5. More convenient buttons (eg, "My X") on maintenance screens
6. "Mine" button for default Person, Project and Company filtering on record lists
7. Gantt charting:
   • People on Projects (All)
8. Project's Person's Timesheets
9. Print file downloads and e-mails now have a file extension of "HTM" (it used to be ".TAR")

1. All Dashboards re-engineered
2. Office Administration Dashboard
3. Uninvoiced Timesheets report
4. Document Repository report

1. Project's Purchase Orders report
2. Addition of threshold monitoring to the Project's Financial Status report
3. Addition of threshold monitoring to the Project's Schedule Status report
4. Changes to the above two reports to "sanitise" them for giving to Clients
5. Rate Realisation report
6. While You Were Out Messages now have an option to send an e-mail to the recipient
7. Project's Contribution report
8. Project's Tasks' Timesheets report
9. Import Timesheets function (for external parties (subbies, contractors, vendors and Clients), initial take-up of timesheet history as well as input from PDA's)

1. Pay Expense Claim function
2. Generic "Enquiry" Operation Button now allows the option to display values as percentages
3. Timesheet Timeliness report
4. "Enquiry" Operation Buttons now automatically display a percentage chart if a chart is requested

1. Addition of "History" Operation Button on all maintenance screens to display audit trail history of the current record
2. Client-side code that filters Organisation Units if a Company has been entered
3. Client-side code that filters Project Account Numbers if a Project has been entered
4. Client-side code that filters Project Tasks if a Project has been entered
5. Pay Debtors Invoice function
6. Pay Creditors Invoice function

1. Employment Reference Check maintenance screen
2. Checking for a minimum number of hours on a timesheet (including different maximums for different people with a default override).
3. Organisation Unit's Risks report
4. Project's Financial Status report
5. Project's Schedule Status report
6. Territory maintenance screen
7. The following restriction has been lifted/fixed: "If you click on a maintenance screen "drill-down" hot link and then the "Back" toolbar button, the current table being maintained remains as the drilled-down table and is not restored.  This is the only known restriction in using the "Back" toolbar button."
8. Ability to select records on foreign key pop-up display and auto-populate underlying fields
9. Ability to search for people's telephone numbers based on wildcard entries for First Name, Preferred Name and Last Name
10. Person Contact now allows for marking contact as complete

1. This month was spent fixing defects, improving useability, adding additional fields to existing data base tables/screens/reports, improving cosmetics and performance as well as implementing a number of minor features.

1. Local Time Enquiry function
2. Extensive enhancements to the generic data base table export utility function, including usage of a table map to control which fields and sequence of fields as well as their names, record selection allowing either all records, just those not previously exported or just those not previously exported and those updated since last export as well as an option to allow for foreign keys and codes to be resolved (ie, denormalised).
3. Generic data base table import utility function
4. Company Establishment report
5. Match Creditors Invoice to Timesheets function
6. Billability and Utilisation report
7. Client Profitability report
8. Project Cash Flow report
9. Project's Tasks Schedule Status report
10. System User's Notifications maintenance screen
11. Add of a new project now automatically creates a Minimum Chart of Accounts
12. As of this version, mandatory fields are shown in red and conditional fields are shown in blue (ie, reversed from all previous versions)
13. Create Calendar function
14. Overtime Analysis report

1. This month was spent fixing defects, improving useability, cosmetics and performance as well as implementing a number of minor features.
2. Significant time was also spent assisting a number of new Clients with their implementations of PM^Complete™ as well as on general marketing activities.
3. Telephone Lists report
4. Added on-line context-sensitive help to all reports
5. Person's Training report
6. Portfolio/Programme and Project's Training report
7. Company's Training report
8. Accidents Register report
9. Insurance Claims Register report
10. Check List Index report
11. Check List Group report
12. Notes by Type report
13. Your Notes report
14. Portfolio/Programme and Project's Communications report
15. Project Communications Type static data maintenance screen
16. System User maintenance and Options and Preferences function now allows specifying a simple interface for very occasional system users
17. Portfolio/Programme and Project's Notes report
18. Dashboards for:
    • Project
    • Practice
    • Prospect
    • Productivity
19. Person's Training Plan maintenance screen
20. Certification Type static data maintenance screen
21. Project Journal, Log, Note and Reminder Topic maintenance screen
22. Project Journal, Log, Note and Reminder Comment maintenance screen
23. Forms Register report
24. Sites Register report
25. Location Summary report
26. Parking Spaces report
27. Facilities at Location report
28. Parking Space Sign report
29. Attendance maintenance screen
30. Calendar Schedule chart
31. Portfolio/Programme and Project's Review, Inspection and Assessment Schedule chart
32. Course Schedule/Class by Date chart
33. Course Schedule/Class by Location chart
34. Course Schedule/Class by Course chart
35. Seminar Schedule chart
36. Meeting Schedule chart
37. Portfolio/Programme and Project's Milestone Schedule chart
38. Staff Schedule chart
39. Hours Scheduled report
40. Travel Schedule chart
41. Recruitment Interview Schedule chart
42. People Contact Schedule chart
43. Person's Task Schedule chart
44. Portfolio/Programme and Project's Stakeholder report
45. Table Map and Table Map Fields administration maintenance screens

1. Generate Password utility function
2. Post Debtors Invoices function
3. Post Creditors Invoices function
4. Post Expense Claims function
5. Create Debtors Invoices function from:
   • Timesheets
   • Training Attendances
6. Specific Debtors Invoice report with the following formats:
   • Professional Services
   • Training Attendance
7. Broadcast Message system administrator function
8. Portfolio/Programme and Project's Suggested Resources report
9. Portfolio/Programme and Project's Documents Register report
10. Portfolio/Programme and Project's Configuration Item Register report
11. "Standard Task" maintenance screen re-named as "Template Task" *
12. "Lessons Learnt" maintenance screen re-named as "KnowledgeBase and Lessons Learnt" *
13. "Master Chart of Accounts" maintenance screen re-named as "Template Chart of Accounts" *
14. "Works Programme" maintenance screen re-named as "Portfolio/Programme" *
15. Data Model by Entity report
16. Work Order maintenance screen
17. Work Order Type static data maintenance screen
18. Portfolio/Programme and Project's Weekly Progress report
19. Portfolio/Programme and Project's Monthly Status report
20. Portfolio/Programme and Project's Chart of Accounts report
21. Template Chart of Accounts report
22. Portfolio/Programme and Project's Profit and Loss report
23. Portfolio/Programme and Project's Transaction Journal (Complete) report
24. Portfolio/Programme and Project's Transaction Journal by Account report
25. Portfolio/Programme and Project's Transaction Journal by Account by Period report
26. Portfolio/Programme and Project's Transaction Journal by Period report
27. Transaction Journal (Complete) report
28. Transaction Journal by Account by Period report
29. Transaction Journal by Period report
30. Project Configuration Item Check-Out function
31. Project Configuration Item Check-In function
32. Personal Objective maintenance screen
33. Personal Objective Type static data maintenance screen
34. Function/Menu Search utility function
35. System User maintenance now allows specifying the number of fields displayed across the screen
36. System User maintenance now allows specifying the screen size
37. System User maintenance now allows specifying if 2 frames or 3 frames
38. System User maintenance now allows specifying if graphical icons should be displayed
39. Options and Preferences utility function
40. Additional fields added to Risk maintenance

1. Purge Error Log system administrator function
2. Purge Password Changes system administrator function
3. Purge Audit Trail system administrator function
4. Purge Action Items system administrator function
5. Create Transaction View system administrator function
6. Tutorial Script report developer function
7. Facility Bookings report

1. Version 6.1 onwards now runs with Microsoft® SQL Server™ 2000 Enterprise Edition, Microsoft® SQL Server™ 2000 Desktop Engine, Microsoft® SQL Server™ 7.0 Enterprise Edition or Microsoft® SQL Server™ 7.0 Data Engine.
2. Data Base Comparison system administrator report
3. Project Communications maintenance screen
4. A Workgroup field was addded to most data base tables
5. Create/Refresh Static Data/Type Tables for a Workgroup system administrator function
6. Repair Data Base system administrator function

1. This month was spent fixing defects, improving useability, cosmetics and performance as well as implementing a number of minor features.

1. Display of "Yesterday", "Today" and "Tomorrow" on all lists that contain dates
2. Addition of Red/Amber/Green Traffic Lights to:
   • Action Items
   • Issues
   • Project Tasks
   • Risks
   • Project Milestones
   lists
3. Course Participant Desktop Name Labels report
4. Review Participant Desktop Name Labels report
5. Seminar Participant Desktop Name Labels report
6. Specific Meeting Participant Desktop Name Labels report
7. Course Participant Lapel Name Labels report
8. Review Participant Lapel Name Labels report
9. Seminar Participant Lapel Name Labels report
10. Specific Meeting Participant Lapel Name Labels report
11. About PM^Complete™ display Utilities menu item
12. Create Project Chart of Accounts from Template function
13. Create Project Tasks from Template function
14. Addition of Workgroup field (and associated security and listing) for the following tables:
    • Template Chart Of Accounts
    • Template Task
15. Copy Review, Inspection or Assessment (and all associated Reviewers, Inspectors and Assessors) function
16. Portfolio/Programme and Project's Organisation Breakdown Structure (OBS) report
17. Project's Title Page report
18. Portfolio/Programme Title Page report
19. Portfolio/Programme and Project's Milestones Register report
20. Portfolio/Programme and Project's Tasks report
21. Template Project Tasks report
22. People on Portfolio/Programme and Projects report
23. Methodology Guide report
24. Visitors Register maintenance screen and print lapel name label button
25. Visitors Register report
26. Visitors Lapel Name Label report
27. The maintenance screen "Print" Operation Button now allows the report to be e-mailed or downloaded as a file
28. Portfolio/Programme and Project Performance Indicators report
29. Additions to Risk maintenance screen to support Business Continuity Planning
30. Survey maintenance screen
31. Survey Question maintenance screen
32. Question in Survey maintenance screen
33. Survey Response maintenance screen
34. Business Objective maintenance screen
35. Project Alignment with Business Objective maintenance screen
36. Portfolio/Programme and Project's Alignment with Business Objective report
37. Portfolio/Programme and Project's Timesheets report
38. Unposted Timesheets report
39. Company's Timesheets report
40. Person's Timesheets report
41. All People Timesheets report
42. Missing Timesheets report
43. Copy One of Your Timesheet function
44. Post Timesheets function
45. A new screen type has been added to accommodate, on a single screen, the combinations of headers and line items.  This has been implemented for:
    • Action Items Registers (and related Action Items)
    • Companies (and related Organisation Units)
    • Company Awards (and related Company Award Applicants)
    • Countries (and related States)
    • Courses (and related Course Schedules/Classes)
    • Debtors Invoices
    • Designations (and related Designation Rumunerations)
    • Documents (and related Document Distributions)
    • Entities (and related Attributes In Entities)
    • Expense Claims
    • Facilities (and related Facility Equipment)
    • Functions (and related Entities In Functions)
    • Generic Meetings (and related Generic Meeting Participants)
    • Impact Assessments (and related Impact Assessment Objects)
    • Information Systems (and related Programs)
    • Libraries (and related Archived Materials)
    • Locations (and related Location Relationships)
    • Lockable Items (and related Key Holders)
    • Makes (and related Models)
    • People (and related People Relationships)
    • Performance Indicators (and related Performance Indicator Values)
    • Personal Awards (and related Personal Award Recipients)
    • Personnel Requirements (and related Candidates)
    • Processes (and related Procedures In Processes)
    • Products (and related Product Components)
    • Project Ledgers (and related Posted Transactions)
    • Projects (and related Project Relationships)
    • Purchase Orders
    • Quotations/Proposals
    • Requirements (and related Vendor Responses)
    • Reviews, Inspections and Assessments (and related Reviewers, Inspectors and Assessors)
    • Risks (and related Risk Events)
    • Roles (and related Role Relationships)
    • Sales Enquiries
    • Seminars (and related Seminar Participants)
    • Service Calls (and related People Contacts)
    • Specific Equipment Unit (and related SEU Users)
    • Specific Meetings (and related Specific Meeting Participants)
    • Surveys (and related Survey Questions)
    • System Users (and related System User's Workgroups)
    • Test Plans (and related Test Scripts)
    • Timesheets
    • Transaction Types (and related Authorities)
    • Units Of Measure (and related Units Of Measure Relationships)
    • Portfolio/Programmes (and related Project in Portfolio/Programmes)
46. Specific Timesheet report with the following formats:
    • Generic
    • Vertical
    • Summary
    • Days

1. Out Of Office Summary report
2. Intra-Course Question Comparison chart
3. Inter-Course Question Comparison chart
4. Portfolio/Programme and Project's Risk Comparison chart
5. Portfolio/Programme and Project's Budget versus Actual Comparison chart
6. Post-Course Evaluation Questionnaire Blank report
7. Participant Evaluation Questionnaire Blank report
8. Course Participant Certificates (Achievement) report
9. Course Participants/Enrolments report
10. Mass Data Base Table Update system administrator function
11. Post-Course Evaluation Questionnaire report
12. Participant Evaluation Questionnaire report
13. Instructor's Package Tile Page report
14. Portfolio/Programme and Project's Status Summary by Priority report
15. Person's Leave report
16. Leave by Portfolio/Programme and Project report
17. Addition of Generic E-Mail Format field to company maintenance screen and company telephone lookup screen
18. Addition of Business field to the following tables:
    • Person
    • Joke
    • Check List
    • Improvement Opportunity
    • Absence
19. Auto calculate the number of work days and cost for all leave
20. Display priority on Improvement Opportunity lists
21. Display Number on all Entity, Attribute, Information System, Function, Policy, Process, Procedure and Program lists
22. Add Action Items Register to Improvement Opportunity maintenance screen
23. Addition of a printable Mind Map® diagram to the following tutorials:
    • Accidents
    • Accounts
    • Action Items
    • Agreements
    • Awards
    • Calendar Periods
    • Check Lists
    • Companies and Organisation Units
    • Computer Assisted Software Engineering (CASE)
    • Core Functions
    • Documents and Forms
    • Education and Training
    • General Features
    • Issues and Achievements
    • Jokes
    • Key Holders
    • Leave and Absences
    • Locations and Properties
    • Notes and Reminders
    • Performance Indicators
    • Performance Reviews
    • Products
    • Projects
    • Quality
    • Recruitment
    • Requirements and Configurations
    • Resources
    • Risks
    • Seminars and Meetings
    • Suggestions, KnowledgeBase and Lessons Learnt
    • System Administration
    • Timesheets
    • Travel and Accommodations
24. Addition of Morale, Trust, Accepts Criticisms, Ego and Galvanise/Motivate Into Action fields to Stakeholder Assessment maintenance screen
25. Addition of a unit of measure (usually "Days") to the name of all Duration fields on all screens
26. Addition of Radio and TTY telephone number fields to Person Maintenance and Telephone Number and E-Mail Address lookup screens
27. All e-mail addresses may now contain ".id", ".edu" or ".asn"
28. Client Portfolio report
29. Vendor Portfolio report
30. Company Register report
31. Companies by Responsible Person report
32. Audit Trail Enquiry utility function

1. Consistent approach implemented for any 'Business?' field on a data entry screen.  If 'On', anyone can access the record.  If 'Off' (ie, it is 'personal'), only the Owner can access the record
2. Over 10 hours of tutorials implemented
3. Person's Forthcoming Activities report
4. Export Calendar to Microsoft® Outlook® function
5. Key Holder Audit report
6. Information System Register report
7. WorkFlow for the following transaction types:
   • Expense Claims
   • Timesheets
   • Leave
8. WorkFlow Status system administrator report

1. Version 6.0 onwards only runs with Microsoft® SQL Server™ and MSDE.  This version completely servered all requirements for Microsoft® Access.
2. Either a generic SMTP Mail Server (including Microsoft® Exchange Server) or a Microsoft® Outlook® Client can now be configured to handle all e-mail
3. No longer any requirement for a separate "\ASP" sub-folder
4. Fixed all "Insufficient Memory" messages
5. Fixed all "Too Many Client Tasks" messages

1. Migrate to New Release of PM^Complete™ Software administration function
2. Prepare for New Release developer function
3. Populate All Menus developer function
4. Display table in spreadsheet format developer function
5. Replicate User Group system administrator function
6. Import Project Schedule function
7. Export Project Schedule function
8. Added Project to Person Contact function
9. "Create Action Items from Check List" button added to Check List maintenance screen
10. Improved Menu/Introduction screen

1. Generic charting capability added to "Enquire" Operation Button on maintenance screens
2. Generic upload "Attach" Operation Button added to maintenance screens
3. Deleting all OLE objects in the PM^Complete™ data base (because can now attach any object to any data base record)
4. Migrate data from one Workgroup to another system administrator function
5. Resolving e-mail addresses using local address list if PM^Complete™ is self-hosted
6. Export table to XML format utility function
7. Export table to CSV format utility function
8. Maintenance Screen Specifications maintenance system administrator function
9. Data Base Table Documentation report system administrator function
10. Data Base Documentation report system administrator function

1. Many, many, many cosmetic and usability features added
2. Validation of all e-mail and URL addresses
3. Cascading delete of all company's organisation units when a compay record is deleted
4. System User's default values for Library, Contract, Company, Project, Organisation Unit, Portfolio/Programme, Product, Location, Urgency, Phase, System Course, SEU, Project Task, Accounting Period and Action Items Register to minimise data entry time

1. Companies and People report
2. System user now has default values to speed up data entry for Location, Product, Product Version, Company, Organisation Unit, Project Phase, System, Course, Specific Equipment Unit, Task and Action Items Register
3. A date range selection added to current accounting period range selection screen
4. Additional templates added to the PM^Complete™ web site
5. Documents in Library report
6. Person's Defects report
7. Portfolio/Programme and Project's Defects report
8. Person's Changes and Variations report
9. Portfolio/Programme and Project's Changes and Variations report
10. Person's Risks report
11. Company's Risks report
12. Portfolio/Programme and Project's Risks report

1. Access security on all PM^Complete™ functions
2. "Enquire" Operation Button on all maintenance screens
3. Revision of all PM^Complete™ pages
4. Dual Full Menus (1 - By Sub-System, 2 - Alphabetic)

1. Improvements to maintenance screen "List" Operation Button display
2. Improvements to Foreign Key button display
3. Improvements to Static Data Table report
4. Company's Overall View report
5. Person's Overall View report
6. Telephone Number and E-Mail Address Lookup utility function
7. Authority administration function
8. Transaction Type administration function

1. Project's Overall View report
2. Project's Summary Information report
3. Auto display of all table's ID, Name/Description, Company, Person, Project, Active, Type and Date fields with the ability to sort on any of these as well as ascending and descending sequence.
4. Ability to e-mail all reports to any number of recipients
5. Ability to create a report file from all reports
6. Fully compatible with both Netscape Navigator and Microsoft® Internet Explorer web browsers.

1. System Users administration report
2. Transaction Activity administration report
3. Audit Trail administration reports (3 of)
4. Error Log List administration report
5. Improved first page layout
6. Free Brochure Downloads added
7. Free Template Downloads added
8. Free PM^Mentor™ access added

1. Paging concept on all maintenance screens
2. "Clone" Operation Button on all maintenance screens
3. Self registration for production access to PM^Complete™
4. Self registration for demonstration access to PM^Complete™
5. Full audit trail
6. All static table maintenance

Prior to 1st April, 2001, PM^Complete™ was a Microsoft® Windows-based product.  During that life, it had a separate Microsoft® Word document that documented all new features.