This overview covers versions 14.20–14.22.
The 14.2 series adds revision-based workflows for item data, summaries and comparisons. It also extends bulk editing of estimation settings, improves project selection and expands Custom Import, with corrections to re-estimation, imported values and weight-group status handling.
New features
Revision-based project and item workflows
Options can designate a custom code as the revision identifier, and Project Info provides a field for the current revision. The current revision is also shown with the project identification in the main window, and report headers use the project revision field.
An option makes items outside the current revision read-only. Revision-aware functionality is added to Trendline, Executive Summary and Compare. Executive Summary can select the current revision automatically, while Compare can add revisions up to the current revision for accumulated-revision projects.
Summaries for revisions and global filters
Revision summaries can be calculated and stored for the current revision, previous revisions and global-filter variants. Options on the Weight Groups tab control automatic calculation of accumulated revision data for selected custom codes and global filters.
The main window includes a command for summarizing weight groups for previous revisions. These workflows provide stored revision results for further review and comparison.
Update several estimation settings together
In Estimation Settings, select one or more settings and use Set Sister Project from the list's context menu to assign the same sister project. Settings can also be changed together to use a chosen coefficient selection.
Import another project's parameters as a variant
The Re-Estimate window can import parameters from another project as a variant, allowing an existing project's assumptions to be used in a variant comparison.
Control permission to create projects
User Group Properties adds a Create Project permission. Project-creation operations check this group setting. Follow-up corrections restore the intended availability of Save As and Save Copy under the new permission logic.
Import project information with Custom Import
Custom Import can target the project-information table (SHIP), extending its use beyond item data. The import-settings workflow has been corrected so that settings for other target tables are not treated as item imports.
Improvements
Project selection and browsing
- The Open Project list can be sorted by date instead of alphabetically, and partial project names can be typed in the selection field.
- Project Browse provides a checkbox for active/inactive project status.
- Project Info adds printing of project information. Coordinate labels resize more consistently with the window.
Working with revisions in views
- Trendline project-list commands apply to the selected revisions. Revision-selection commands support accumulated-revision workflows.
- Executive Summary supports operations on multiple selected revisions, including date updates and removal from the displayed revision list.
- Comparison headings use the configured weight-field name, and the option to hide deviations is retained.
Custom Import preview and editing
- Source-table selection and preview remain stable when mapping columns or selecting the current source row.
- Start, stop, header and mapped-column indications are more consistent.
- Double-clicking between column headings fits the existing-records columns to their contents. Initial column widths are improved for non-item tables.
- A blank source-table choice allows the current selection to be cleared. A save prompt protects changed settings before opening the Custom Import Settings window.
Larger item-settings configurations
The internal tree capacity used for Item Settings is increased from 5,000 to 50,000 nodes. This addresses configuration-size limits; it is not a change from a fixed limit of 25 named settings.
Clearer re-estimation command
The Re-Estimate command replaces the old Recalculate menu entry. This clarifies the workflow for updating estimates after parameter changes, building on the re-estimation functionality introduced in the previous release series.
Important fixes
- Re-estimation results: corrected cases where re-estimation always used Regression instead of the saved coefficient choice, returned zero values, or incorrectly reported missing plot parameters.
- Auto Estimation saving: updated handling of detail-level, method and coefficient keys when saving automatic estimates.
- Accumulated-revision comparison: corrected missing values after adding previous revisions to the Compare window and errors when summarizing previous revisions.
- Global-filter revision records: corrected storage of filter expressions where filter IDs were required.
- Revision-protected item editing: corrected errors when duplicating items while editing was restricted to the current revision.
- Custom-code configurations: corrected table-editing errors with all 99 custom codes included, and incorrect or missing single-record fields in settings with more than 97 custom codes.
- Custom Import values: corrected truncation of calculated-code expressions during CODETYPE import. When Replace Existing Items is not selected, blank imported fields no longer overwrite existing values.
- Custom Import settings: corrected errors opening specific settings, target-table handling, missing field headings and preview colouring.
- Weight-group status preservation: opening and closing the Estimation window without changes no longer changes a Subproject status to Not defined, or a Subjective status to Estimate with an invalid value.
- Coordinate order: corrected Code Summary CoG columns to follow the coordinate order selected for the weight-group grid.
- Project and database dialogs: corrected errors when opening Project Browse or Options without an active project, and when hiding inactive projects before selecting a database.
- Other corrections: fixed a global time-filter error when no phase code was configured, incorrect decimals for integer parameters, an All Items tab error and a crash when selecting historical parameter data during export.
Compatibility changes
Follow the database-update instructions for the version being installed. The series adds support for revision/filter result records and group-level project-creation permissions. Database-version checks and historical-database script messages have been corrected.