Next Release : Contract and Project Enhancements
Contracts
Contract Management in ServiceDesk Plus brings you many new features and enhancements along with a complete overhaul of the Contracts module.
New Features
- Specify the type of contracts as maintenance, lease, support, warranty, and more. Configure contract types under Admin >> Customization > Contract Management >> Configuration.
- Assign an owner for each contract, who will manage the contract throughout its life cycle. Only technicians can be contract owners.
- Mark the parent-child relationship between contracts with the same vendor to track them easily and to deliberate the expiry of specific contracts.
- Configure multi-level expiry notifications for users in contracts. You can configure a maximum of 10 notifications.
- Besides technicians, contract expiry notifications can be sent to requesters and nonusers.
- Contracts whose period is yet to begin are marked by a status called Yet to be Active.
- The contract list view page now contains new filters―All Contracts and Yet to be Active Contracts. The contract list view page also displays additional columns such as Contract Owner and Contract Type.
- IDs will be generated for contracts you create. Configure the prefix and the starting number for contract IDs under Admin >> Customization > Contract Management >> Configuration.
- Contracts you delete will be stored in Trash for 30 days, after which they will be permanently removed.
The contract form is modified to accommodate the new features and to give an enhanced user experience.
The contract details page contains 5 tabs namely Details, Associated Assets, Renewals, Contract Relationship, and History on the left pane. Using these tabs, you can view the corresponding details of the contract.
To learn more, visit the following link:
https://help.sdpondemand.com/about-contracts
Behavior Changes
- IDs will be generated for contracts that are already added to the application.
- Contracts that are already added to the application will have the owner associated. Technicians who created the contracts will become the owner of the corresponding contract.
General Enhancement
The application is will be available in Vietnamese.
Projects
New Feature
Projects you delete will be moved to Trash and can be restored within 30 days from the day of deletion. You can restore a project with its complete details including the project members, milestones, tasks, work logs, request and change associations, comments, and history.
Enhancements
- Under Milestones in projects and project templates, you can reorder milestones by using the Organize button.
- Reorder project types under Setup >> Customization > Project Management >> Project Types. This order will be applied in the Project Type drop-down of any form across the application.
- Reorder project statuses under Setup >> Customization > Project Management >> Project Status. This order will be applied in the Project Status drop-down of any form across the application.
- Under Milestones inside a project, new bulk actions such as Pick up, Assign Owner, and Close have been added.
- Tasks under Requests, Problems, Changes, Projects, and Releases now support additional bulk actions such as Pick up and Assign Owner.
Behavior Change
- To assign a task to a milestone or the project, a user needs View Milestones/View Projects, Add Tasks, and Delete Tasks permissions.
- The Delete button in the project details page is renamed as Delete Project and is now available under Actions.