Welcome to Orbit 8.0

Orbit projects can now be exported to MS Project, making it easy and efficient to share project structures and plans with clients who only use MS Project.

A brand-new export engine brings a new, improved interface, better overview, and new functionalities for customising CVs prior to export.

When editing a CV, it is now possible to filter reference projects based on whether they are validated, released, or selected for export. This makes it easier to manage CVs when a person has numerous reference projects associated with them.

In Outlook, markings of whether mails are archived are now shared among everyone in the organisation, so everyone can see if a mail is already archived and where it is located. This avoids redundant archiving of mails already stored by others.

It is now possible to add metrics to companies, which can be used to store quantitative information, such as number of employees, offices, revenue, or other variables. These metrics are timestamped, allowing you to track changes like a client’s employee count over time.

Calculated dates, derived from tasks and activities in the project’s substructure, are now shown in the Gantt chart. Even if a phase does not have a planned start and end date, you can see an estimated timeline in the Gantt view based on the underlying tasks and activities.

When editing a CV, you can now search project experience by free text, making it easier to find the project you want to e.g. add a role to.

In both the CV and reference overview, you can now view the number of created variations, their names, and get direct links to each variation.

In the CRM, you can filter contacts by whether they are linked to references and/or projects, and when these were completed. This helps clean up external contacts, such as for GDPR compliance.

You can now assign projects directly from the resource plans, saving many clicks when adding team members to new projects. Instead of linking employees to projects, projects can now be assigned directly to employees in their individual resource plans.

The export basket, including export packages, has been redesigned and now offers additional options. Settings such as inclusion and exclusion of fields, project experience, and more for selected CVs and references are now saved as part of the package. Export settings are saved even if you navigate away from the export module.

This new export framework also opens up possibilities for new functionality in future versions – so stay tuned!

In connection with the upgrade of CVs and profiles, there has also been room to optimise the way we use space on higher resolution screens, so viewing and editing now takes place on a larger part of the screen.

Tasks or activities in project planning can now be marked for automatic addition to assigned persons’ Outlook calendars. The task or activity’s deadline determines when it appears in the calendar, designed for those who may have fewer tasks in the project planning system.

In version 7.2 we introduced competitors in the CRM, and now it is also possible to manage business partners in Orbit. This makes it possible to create and manage e.g. advance agreements directly in the CRM and keep track of who a sales activity is being developed with.

CVs have always also functioned as user profiles. This is now split into two so that you do not have to deal with all the master data every time you need to edit a CV. The data that is typically fairly static is placed on the profile, while the more CV-related information such as descriptions, project experiences etc. is still placed on the CV. This provides a better overview and a much faster workflow when editing CVs.