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Release Notes

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ProjectFirma Release Notes

January 2020  

  • Evaluate Projects/Proposals – Allows Admins to define evalution criteria, create an evaluation composed of selected projects and/or proposals, and conduct an evaluation by ranking them and providing notes regarding the ranking decision. Thank you, Reclamation, for this wonderful feature that allows for evaluation and prioritization of Proposals and Projects within Project Firma!
     
  • Final Status Report – When a project is completed, admins and project stewards can submit a final status report that captures lessons learned for the project. The projects grid shows whether a final status report has been submitted. Thank you, Reclamation, for adding this functionality to support project retrospectives!

December 2019  

  • Expose Project Web Feature Service – Provides project simple locations, project detailed locations, and geospatial area features in vector format that can be consumed or added to geospatial applications such as ArcGIS or QGIS. Thanks to Reclamation for adding this great feature!
     
  • Set Performance Measure Targets by Geospatial Area – Allows Admins to assign performance measure targets that are specific to an individual geospatial feature shape. Now, on the Geospatial Area detail page you can see how Performance Measure results compare to both the Geospatial Area target and the overall Performance Measure target. Thank you, Reclamation, for this wonderful feature that allows for great visual comparisons of Performance Measure goals and results!
     
  • Download Project Financial Data – The download full database functionality now includes budget data. Additionally, for those tenants capturing financial information by cost-type, the reported expenditures now include cost-type information. With gratitude to Reclamation!
     
  • Upload KML for Project Detailed Location – This feature extends supported file formats for project detailed location. Previously, users were limited to gdb zip files, now users can also add project detailed locations through KML file types. Appreciations to John Day for this addition!
     
  • Display External Reference Layers from Web Services on Project Maps – Admins can now pull in publicly available geospatial data sets through ProjectFirma’s External Map Layers manager. This functionality supports many feature types, such as points and polygons, as well as high resolution imagery and lidar layers. Thank you to John Day for adding this great enhancement to PF mapping functionality!
     
  • Streamline Navigation for Manage and Configure Menu Items – We improved the layout of the navigation menu by splitting the ever-growing “Manage” menu into more… manageable, “Manage” and “Configure” menus. With all the enhancements tenants are adding to ProjectFirma, we’re trying to keep up and maintain an easy to navigate platform. Thank you to the Sitka team for continuing to support our clients!

November 2019  

  • Classification portfolio page – Classifications (i.e. Project Themes, Focal Species, Activity Types) now have a new portfolio layout where you can view the classification's map of projects, as well as expenditures and accomplishments for those projects. Thanks to John Day Basin Partnership for adding this nice feature!

  • Improved "simple" expenditure entry – The expenditures data entry forms were updated with usability improvements. Note that this update is for ProjectFirma users who enter budgets and expenditures by funding source, but not by detailed cost type. Thanks to John Day Basin Partnership for making expenditure data entry easier for all!

  • Bulk set project simple location – As part of the Project Create or Project Update workflow, a user can use a project’s simple location to quickly select multiple geospatial area features that the simple location falls within at the same time. Thank you to Reclamation for adding this!

  • Allow Impersonation – This feature allows Sitka administrators to more effectively support users by mimicking a user and their permissions within the QA environment to see exactly what they see. This reduces time to resolution for support requests. Thank you to Reclamation for adding this!

  • Set/display Performance Measure targets – Users can now create targets for performance measures and compare these goals with reported project accomplishments. Thank you to Reclamation for adding this!

  • Display cumulative Performance Measure values – To facilitate tracking of project/program outcomes across time, users can now choose to display reported accomplishments cumulatively. Thank you to Reclamation for adding this!

  • Set project status – Users can now define custom project status criteria (e.g., red/yellow/green, or healthy/unhealthy) and set the status for any project. That information is displayed on the Project detail page and the Full Project List page, where admins can also efficiently update the status of multiple projects directly. Thank you to Reclamation for adding this!

  • Display Project update/status via timeline – Admin users can view a project’s update history and status in the form of a timeline, facilitating better contextualization and communication of how a project has changed over time. Thank you Reclamation for adding this!

 

October 2019

  • Allow grouping of custom attributes – Custom attribute groups provide a way to separate certain custom attributes from other custom attributes, typically by theme or concern. This allows for greater flexibility and clarity when displaying and editing your project's custom attributes in all steps of the workflow. Thanks to Reclamation for adding this nice feature!

  • Move custom attributes to their own workflow step – Custom attributes have been moved to their own step in the workflow in order to accommodate grouping and more heavy utilization. This reduces busyness and clutter in the Project Basics section. Thank you to Reclamation for adding this!

  • Control Custom attribute visibility on project fact sheet –  Admins can manage which custom attributes will display on project fact sheets. In addition, a toggle was added on the project fact sheet page that allows sponsors to choose between two views of the project fact sheet – a simple view without custom attributes, and a detailed view that includes all custom attributes admins have made available for display. Thank you to Reclamation for adding this!

  • Allow capture of multi-line text data – Custom attributes can now be given the data type "multi-line textbox," which supports larger blocks of narrative text that need to be captured. Thank you to Reclamation for adding this!

  • Add new measurement unit – The unit kg/m^3 has been added to support Canopy Bulk Density estimation. 

ProjectFirma is a service provided by Sitka Technology Group, which builds on the Tahoe Regional Planning Agency's EIP Project Tracker. This program is free software; you can redistribute it and/or modify it under the terms of the GNU Affero General Public License as published by the Free Software Foundation. Source code is available on GitHub.

Copyright (C) 2020 Tahoe Regional Planning Agency and Sitka Technology Group | Version 1.1.120.0 | Compiled 2021-01-07 18:13:29 | PID 7812