What's New with TRACtion®
MoreSteam continues to enhance TRACtion to meet the demands of our many Lean Six Sigma customers.
TRACtion 3.0 adds many new features while continuing to emphasize both power and simplicity.
These enhancements expand data management and reporting, interface customization, and project and account administration. Many of the new features described below came directly from Voice of the Customer feedback.
Data Management and Reporting
TRACtion 3.0 is now easier to use for tracking and reporting project information. Below are the primary improvements that will assist professionals as they work to create more detailed, higher-quality project reports and summaries.
TRACtion Report Wizard
A top enhancement within TRACtion 3.0 is the new, intuitive user interface for report creation.
Users can now use the TRACtion Report Wizard, a seven-step process, to create and save customized reports and templates for Project and Ideas Reports.
Web-like Project Search
TRACtion users can now search projects using a Web-like search interface, with advanced features that help to zero in on high-quality results, especially when you need to sort through hundreds of projects and ideas.
For example, a search string such as "+revenue -inventory" will return a list of all projects that contain the word revenue and that do not contain the word inventory in any text fields.
Share Files by Category
You can now share uploaded project files under separate categories of Project, Financial, and Phase/Question.
Data Analysis and Project Templates link
A new link on the question screen provides access to a page where the user can find over 45 helpful Lean Six Sigma Excel files and templates.
These files, which include A3 Report, SIPOC, Project Prioritizer, Gantt Chart and Control Plan, are useful to planning and executing a project.
Calendarized Financials
Users now have the option to enter anticipated savings over time. Financial categories include Cashflow/Speed, Hard Cost Savings, Revenue, and Soft Cost Savings.
Improved Project Summary Screen
The Project Summary Screen now includes Individual Progress Indicators for Tasks, Questions and the Overall Project and displays Target/Actual Dates for project and phases.
Interface Customization
TRACtion 3.0 extends your ability to create a relevant and usable project tracking and management system.
Financial Customizable Labels
Administrators can now customize all financial categories and labels for each client.
Hierarchical User-defined Fields
Optionally, TRACtion can be configured with hierarchical custom user fields. This can be useful in mapping an organization into the user defined fields.
For example, if an instance has been set up with Region, Site, and Business Unit data, when the user selects a Region, the Site drop down list is populated with the appropriate values. Likewise, when a Site is selected the appropriate Business Unit values will be displayed.
Support for Asian character Sets
TRACtion now has support for Asian character sets.
Project and Account Administration
Behind-the-scenes features are just as important (or maybe more so!) as the interface that Belts use to enter and monitor projects. TRACtion 3.0 adds several noteworthy features that assist TRACtion administrators to provide authorization and deployment leaders to track project and educational progress.
Belt Certification Management
The Integrated TRACtion/e-Learning Belt Certification Management provides administrators with a custom setup for one or more Certifications through links to MoreSteam e-learning courses.
TRACtion Super User Account
You can now establish a "Super User" Account, which confers the administrative rights to perform any action on any project that any project role can perform.
Outside Team Member TAL
The new TRACtion Authorization Level (TAL) for Outside Team Members allows you to set up vendors or other outside resources and assign them as Team Members to projects.
Expanded Project Update Privilege Settings
With this feature, administrators can now set role project privileges independently for Active, In Audit, and Completed projects.