TOP news
- Significant improvement of Asset Management TOP
- New major features in the Configuration Database TOP
- Progress in the visual form of reporting TOP
- Approval via email communication TOP
Asset Management
- Start of asset tracking from purchase Orders with information about their fulfillment status
- Paired warehouse documents in the order
- Tracking the actual delivery date in the order
- Reference to the order in warehouse documents
- Added notifications about (non)delivery of the order
- Alignment of item statuses in Asset Management with statuses in the configuration database
- Handover protocols are attached to Asset Management items
Configuration Database (CMDB)
- New multi-level structure in the item list
- Added cybersecurity attributes to configuration items (Confidentiality, Integrity, Availability, Criticality, Sensitivity, Security Rating)
- Added Business Continuity Management attributes (RPO, RTO)
- New relationships between items with impact tracking and attribute propagation in the reverse direction
- Visualization of relationships between items
- Added notifications – status change, owner change, and other states
- Bulk deletion of records
- CSV export of configuration items (CI)
- New role – Configuration Item Manager
- Renaming the item type Operating Services Catalog to Services
Reporting
- Dashboards for Requests and Project Orders – creation of internal visual reports
- New PowerBI model
Requests
- New Requests Catalog widget on the Dashboard
- Hyperlink in a tile – redirection to an external link
- Ability to configure workflow for Request statuses in a template
- Adding tags to Request templates
- Defining keywords for easier searching of Request templates
- Separation of configuration items and services into separate columns (Request list + export)
- The export of the Request list (CSV/XLSX) also includes links to attachments
- Ability to enable or disable “Due date from” individually for each template
- When writing a discussion, it is possible to insert text from a template directly at the cursor position
- Added preview content (preheader) to email notifications from discussions
- We increased the number of custom statuses for open Requests from 10 to 30
Calendar
- Ability to create selected objects from a marked time period
- A user with access to an item can also see related planned work
Gantt Chart
- Creating a hierarchy of Requests in the Gantt chart using drag and drop
- Adding and deleting objects in real time (changes will be saved in the next version)
- Displaying project orders in the Gantt chart even without the Projects module enabled
- Added filters in the Gantt chart: Code, Type, Depends on, Current progress
- Added permissions for the Planning Mode field
Projects
- Added templates for project orders
- Linking a project order to a Request even outside template settings
- Ability to manage custom statuses of open project orders
- Automatic inclusion of time spent on a (project) Request into the total time of the parent project order
- Time planning on project orders by assignees
Notifications
- Added roles Project Manager and Responsible Person for the project in the rules for sending notifications from Requests
Fulfillments
- Number of transports and number of fulfillments added to the fulfillment list and PDF export
- In the fulfillment list, the Approval Status filter now includes “No response” and “Approved non-zero” values
- New columns in the fulfillment list: “Actual worked time” and “Hourly rate”
Orders, Accounting, Invoicing
- New bulk edit of accounting items
- Accounting items can now also be deleted directly in the order detail
Scoreboard
- Ability to create a custom scoreboard
Tasks
- Added right-hand Tasks panel in Kanban and Calendar
Message Processing
- Simplified access to deleted messages
Quotes
- Email preview of a quote displays current items even without saving
- Extended quote summary with original price and discount amount
- Data “Issued by” and “Customer contact” added to the PDF output of a quote
Users and Groups
- New display of user detail after clicking on the avatar
- Ability to assign a unique ID – personal number – to a user
General Features
- Filtering in Requests and CMDB by current (logged-in) users and inactive users
- Restored the ability to filter by the “is not” condition for all date fields in the system
- Increased size limits for exports to XLSX and CSV across all modules
- New tag settings – assigning tags to modules
- Access to server logs if you operate your own CDESK server
Approval
- Added approval roles – Applicant’s Department Manager, Applicant’s Section Manager, and Applicant’s Division Manager
- Added column selection in the approval list 51
Connectors
- Added the “Manager” attribute to the ENTRA ID connector – User Management
- Added OAuth2.0 authentication for connections from external systems to CDESK
- Integration with SIEM servers
CDESK Pro Mobile Application
- Extended editing of companies and contacts in the Address Book
- Creating a Request from a contact and an item
- Quick closing of a Request and adding discussion, fulfillment, and work order from the Request preview
- Displaying tags in the Request list
- Contact details in the company preview
- Creating a contact and company by scanning a QR code from a business card with the option to quickly create a Request
- Displaying the company preview from the Request form
- Sending service reports to the Request discussion
Full article about CDESK version 3.2.9
List of fixes – minor versions of CDESK 3.2.9.x