Version news 2020

The following new features has been released to Cloudia Planning on February 19th 2020

Pushing items to existing Procurement

You can now add items to an existing procurement in Kilpa/Sourcing. Go to Items and under " ITEMS TO BE ACQUIRED" you can either select a group or individual items and push them to procurement. Click on the " Move items to procurement" and select from the dropdown the procurement you want to add the items to.

Note: this is language dependant in Kilpa, so if your language is set to English, you won't get the Finnish procurements from Kilpa

Using Kilpa / Sourcing templates when creating new procurement in a plan

When you have selected the Group / item you want to add to a procurement, you can now chose to use a template from Kilpa/sourcing to create the procurement. User can add name, identifier and description. Notice type, language or currency cannot be changed.

Note: this is language dependant in Kilpa, so if your language is set to English, you won't get the Finnish procurements from Kilpa

Creating a plan from a plan

You can now copy an existing plan, either from the search page for plans. When you copy the plan, all the information, excluding Comments and Notes, is copied

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The following new features has been released to Cloudia Planning on June 14th 2019

Inquiries

There is now a possibility to create inquiries from Cloudia Planning. You can create inquiries related to plans or requests and send them to chosen receipients. To create an inquiry navigate to 'Inquiries' > 'Create new inquiry'. You can use inquiry templates to create an inquiry or you can create your own. You can also start an inquiry directly from a plan. When you start an inquiry from a plan you can utilize the items and ask for spend information from the receipients.

IMAGE: Create new inquiry

KPI - Key performance indicators

You can now add KPI information to the front page of a plan. Information which is relevant to following the progress of the plan can be selected to show up on the basic information page of the plan. These information can be form fields which are used on the plan or KPI-information from the system. To add a KPI information click 'Edit' and 'Edit KPI information'. Choose which KPI information should show on the page by clicking the boxes.

IMAGE: To add KPI information to the plan click 'Edit' - 'Edit KPI information'

Other improvements: