Release information Projektron BCS 25.2

The new features of BCS Release 25.2

Projektron BCS 25.2 brings fresh momentum to your daily work: In the CRM module, the new contact history shows directly for each person which customer relationships are being actively managed – visually presented and filterable by duration, category, or region. Passkey login is now also conveniently available in the BCS app without the need for a password. The revised effort chart in “Effort/Day” makes time entries, absences, and holidays visible at a glance. Surveys can now be assigned and visually evaluated with just a few clicks – including a clear overview of the response rate. The new SCIM interface connects BCS with your identity provider and automates user management. And: E-incoming invoices are now also available in BCS.start – for end-to-end digital invoice processing


Customer service status at a glance – graphical contact history in CRM

In the new release 25.2 of Projektron BCS, the CRM module has been expanded to include a new view that simplifies the overview of customer service. You can now see at a glance which customers, prospects, or contacts a person is responsible for, including a graphical contact history and helpful filters such as support duration or organization category. Sales managers can quickly see whether important customer contacts are being actively maintained or whether action is required (red traffic lights) – for example, in the event of vacation or prolonged absence of a sales employee.

The support history can also be evaluated at the department level, filtered by customer advisor or country, for example. The new feature supports transparent, forward-looking sales management and helps to secure customer relationships in the long term.

These features are not available for BCS.start.

New passkey authentication in the BCS app – log in securely and conveniently!

With BCS 25.2, passkey authentication, which has been implemented in BCS and BCS.start since version 24.2, is now also available in the BCS app. You can now log in securely and conveniently without a password using passkeys if these have already been registered on your smartphone. This method not only ensures greater security, but also makes it easier for you to log in by using biometric features such as FaceID or fingerprint. You can find out more about passkeys in the Projektron blog article “Passkeys: The future of authentication”.

This feature is also available for BCS.start.

 

 

 

New effort chart in the “Efforts/Day” view – More clarity for working hours

The effort chart in the “Effort/Day” view has been completely redesigned in BCS 25.2. It offers improved visualization of actual and target work and absences, as well as dynamic scaling adjustment. Employees and managers can quickly identify anomalies such as overtime or missing bookings.

 

 

 

 

 

Assign surveys more easily and evaluate them graphically

Participants can now be added to surveys much more easily – directly from appointment or person lists, without many intermediate steps.

Alternatively, new surveys can be started directly from templates using the people. Particularly helpful: the graphical evaluation has been expanded. Closed questions are now also displayed in ring diagrams, which makes it easier to interpret the results. In addition, a new overview shows how many survey questionnaires have already been completed, are in progress, or are still unanswered—ideal for quick success monitoring.

The feature is available for BCS.start.

 

 

 

Automated user and group management with SCIM interface in BCS

With 25.2, a new, powerful integration is available in BCS: Users and groups can be automatically transferred to BCS directly from your identity provider – e.g., Microsoft Entra ID – via the standardized SCIM interface. Whether existing users or new accounts, management becomes significantly easier and more efficient. This extension is the ideal addition to the existing security architecture, especially for customers who already use OIDC for authentication.

The interface is not available for BCS.start.

Additional selected features of 25.2

Usability & GUI

  • Additional action links for filter results with no matches
  • Receive resubmissions Comment section with query function
  • Streamlined action menu for projects

Security

  • Management of Jira API keys in user account
  • API key creation: User is informed by email

Quotation creation

  • Discount information from quotations visible in the order plan
  • Additional quotation attributes can be transferred to and displayed in order items
  • Automatic calculation of the order value from quantity and unit price
  • Checkbox ‘VP = EK’ now editable directly in the material cost plan (total)

Agenda

  • New status “Follow-up”
  • Appointment synchronization with Exchange Online (Microsoft 365): Agenda in appointment description
  • Transfer, forward, and document agendas more easily

Appointments and calendars

  • New attendance type “Unscheduled attendance”
  • Calendar and appointment list views can be filtered by participant
  • All-day appointments can be easily converted into appointment series

Invoices

Outgoing e-invoices
  • Attach PDF documents to ZUGFeRD & Profil XRechnung
  • PEPPOL-EN16931-R110: Billing start date is adjusted according to the additional services included
  • Seller's electronic address can be configured
  • Supplier credit notes can be created in e-invoice format
E-invoices
  • Invoices also available for BCS.start
  • Attachments are extracted from XML or PDF and saved as files
  • When the invoice is imported, address and bank details are filled in and displayed
  • Validator for e-invoices that only checks for compliance with CEN standard EN 16931

In addition

  • Project management: Schedule integrated into project structure plan
  • Administration: Installer/updater – automatic BCS and Tomcat updates
  • Ticket system: length of time tickets remain in current status visible
  • File storage: button for easy copying of file links
  • Daily posting: simplified navigation and keyboard control
  • CRM/circular emails: Direct assignment of emails to newly created contacts
  • Attendance recording: Web service-based interface (REST) to time recording terminals from the manufacturer Datafox

And that's not all!

You can find even more new features and detailed descriptions of all new functions in the release notes and documentation for Projektron BCS.