The document summarizes new features and improvements for Release 6.5 of the Principal Toolbox project management software. Key updates include enhancements to Gantt charts, document management, logs, resource management, reporting, and support for migrations between project models. Additional changes provide new report widgets, custom field types, back button functionality, portfolio dashboards, dependency reports, and user group support.

1. Preview Release 6.5Release date: 1st of October 2013

2. Project Management
Gantt improvements
- Create an (printable) image of the Gantt (for use reports, PID’s, etc.);
- Possible to add custom fields to Gantt to create personal views;
- % complete on Gantt, including calculation to summary levels.

3. Document Management
Document Management improvements
It will be possible to upload multiple documents at
once by using drag and drop functionality.
A ‘Documents’ tab has been made available on
Single Sheet projects.

4. Logs
Improved usability on logs
Adding and editing log items will be much simpler
and can be done directly in log item listing on
project and program level.

5. Resource Management
Resource management improvements
- New tab for improved usability (Resource → Projects);
- Copy request to allocation;
- Simplified browsing to next/previous month or 3 months ahead/back;
- Integration with project model;
- Performance improvements.

6. Excel Reporting
Excel reporting improvements
- Performance improvements;
- Supports all browsers and works on Mac;
- Option added to export to PowerPoint.

7. Graphical Reporting
New graphical reports
- Gauge widget;
- Scatterplot widget;
- Hour Report widget;
- Other widgets have been improved (i.e.
filters, dates & selectable persons).

8. Migration Support
Migration of project model
With release 6.5 we will offer a migration option to
migrate projects based on the ‘old’ project model to
the generic PRINCE2 project model. This is the new
project plan which is more user-friendly and offers
more flexibility.

9. Other
Custom field type ‘image’
It is now possible to create custom
fields with images.
‘Back’ button
It is now possible to use the ‘back’ button in
your web browser to go to the previous page in
the Principal Toolbox.

10. Other
Portfolio Dashboards
Portfolio dashboards are now generally
available in the add-on ‘Portfolio Management’.
Portfolio Dashboards enable customers to
create different groupings of projects within
portfolio management.
Dependencies
It will be possible to create reports based on
dependencies between products and projects.

11. Other
User Group support
The Principal Toolbox will support user
groups to improve usability when
adding users to projects, programs,
portfolios, time registration groups, etc.
Import/Export page layout
The export and import of page lay-outs of
plan items, products and single sheets will
be enabled.

12. PRINCE2® and MSP® are a Registered Trade Mark sof the Cabinet Office.
ContactFortes Solutions Benelux (HQ)
Business & Science Park
Capitool 50 - 3
7521 PL Enschede
Tel: +31 (0)53 43 17 450
Fax: +31 (0)53 43 45 578
Support: +31 (0)88 888 4 222
Email: info@principaltoolbox.com
Fortes Solutions Netherlands
Spacelab 9C
3824 MR Amersfoort
Tel: +31 (0)33 45 70 027
Email: info@principaltoolbox.com
Fortes Solutions Scandinavia
Tel: +45 23 73 38 87
Email: k.baek@fortesglobal.com
Fortes Solutions UK
Tel: +44 (0) 2071 834111
Email: info@fortesglobal.com
Australia
Tel: +61 (0)8 7129 4414
info@fortes.com.au
www.principaltoolbox.com