New Features in ManagePro Version 12 |
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1. New Ribbon Menu ManagePro 12 provides a new menu bar layout, with all controls conveniently located across the top, including your business name and logo to replace the Performance Solutions Technology name and logo default display (set in Program Button/Preferences/General Preferences). We’ve also made it possible for you to retain the former tab usage, should you prefer that mode. Just check the “Use Tabstrip Navigation box in the General Preferences view.
2. Breadcrumb Replacement for Tabs With the goal of streamlining the display, ManagePro 12 has moved away from using multiple rows of tabs to display various views, and instead adopted a standard breadcrumb configuration. In the Main Workspace the breadcrumb defines the view displayed, first by person, then primary view, then sub-views of the primary view. The right side or supporting windows (Calendar, Multi-List, and Details) function in a similar fashion.
3. Company Logo
4. Updated Progress Updates
ManagePro 12 utilizes a new progress update design that includes the picture of the person providing the update, a redesigned field layout and a comment field that matches today’s social media displays. 5. Pictures in Personnel Profiles ManagePro version 12 includes the option to add pictures to each person’s record in the People and Meetings section. Add the picture via the Upload Image option in the individual’s record details. 6. Dashboard Display The scorecard of Version 12 has been renamed and reconfigured as Dashboard. It is now found under the User Data/Multi-List options and it includes additional score graphic options of arrows and dials, as well as a one click view of the historical trend line.
7. Due Date in Rest of Week - New Filter 8. Sub-goals are the Children of Specified Parent - New Filter ManagePro 12 expands upon the functionality of Version 12, which displays the most recent progress update’s results value in a goal or project record’s Results field. With ManagePro 12 you can either: a) continue with this functionality (it is the default), or you can set the Results field to be the sum of all results values entered in the progress values attached to a record. Using the sum function is particularly helpful when tracking financial information such as payments or invoices tracked against a record.
To change the Results value from the default “most recent” value to a Sum value, simply highlight the record, and use the Right click/Multi-edit/Checkboxes option to select Sum of Results = True. Or you can change all the records within the database at once to the Results = Sum value by checking the Record calculated Results… check box in Program Button/Preferences/General Preferences.
10. Adjust Tree Dates
11. Extended Right Click Menu items added to the Notes View ManagePro 12 adds full editing and right click menu options to support users using the Notes field, including being able to highlight text and convert that into other records or reminders such as to-dos.
12. Disable all system roll-ups and force all automatic fields to manual entry
13. Right click Multi-Edit set Record Checkboxes In ManagePro version 12 you can set the checkbox values of any range of selected records after highlighting them by using the Right click menu/Multi-Edit/Check-Boxes option. This comes in very handy when you wish to turn on or off everything from manual over-rides on status or date values, to Sum of Results or inclusion in the Data Sweep.
14. Search sub-records option The ManagePro version 12 “Find” option includes the ability to search through just the sub-records of the record you have currently highlighted. On large databases this cuts down the time to generate search results dramatically from having to search through the entire database in previous versions.
15. Expanded Dashboard Configuration ManagePro 12 builds on previous scorecard features and offers a set of tools and features to cover an expanded set of variables to track in your Dashboard. You’ll find this view within (as a sub-view) the details view of any record you click on in the Main Workspace, Gantt or MindMap views. To enumerate just a few of the changes, please refer to the screenshot below.
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