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Usability Improved – Portfolio, Resource Pool, Row Overview

Usability of Rillsoft Project 9 improved

Portfolio properties window with collapsible directories
Portfolio properties window with collapsible directories
Resource pool with resource count
Resource pool with resource count

Rillsoft Project 9 redesigns the GUI where users work with complex structures and large resource pools: portfolio properties, resource and capacity views and the directory display.

Portfolio properties window expandable and collapsible

To make handling easier in complex directory structures with large project counts, the GUI for project portfolio properties has been redesigned. The most important changes:

  • Free-text filter with multiple words per query
  • Subfolders in directory structures expandable and collapsible
  • Last selected projects and directories are always visible
  • Filtering and sorting by project name, status, start and end date
  • Grouping by customer, sector and other properties

The overview stays manageable even with several hundred projects.

Row overview in resource and capacity views

In large portfolios it can be difficult to track the right row in a resource or capacity view – especially when utilization is spread across several screen widths. Rillsoft Project 9 implements an Excel-like row overview: a selected row stays fixed and visible regardless of scrolling.

Benefits in practice:

  • Focus on a single person or role is preserved
  • Other utilization values stay readable in parallel
  • Navigation in large project views becomes measurably faster

Restore last used directory display

The last selected directory is automatically shown expanded when reopening, all others remain collapsed. Anyone switching frequently between areas finds their working context instantly and saves navigation clicks.

Further detail improvements

  • New design for directories
  • Resource count visible directly in the resource pool
  • All known bugs from version 8 have been fixed

Frequently asked questions(FAQ)

Rillsoft Project 9 redesigns the portfolio properties window, introduces an Excel-like row overview in resource and capacity views, and restores the last used directory expanded automatically. The resource count is also shown directly in the resource pool.

Directories can be expanded and collapsed, the last selected projects are always visible, the free-text filter supports multiple words per query, and projects can be filtered, sorted and grouped by criteria such as name, status or start and end dates.

A selected row stays in view at all times – similar to freezing rows in Excel – even when navigating across multiple screens. The focus remains on a specific person or role while other utilization values are read in parallel.

When the portfolio is opened the last active directory is automatically shown expanded, all others stay collapsed. Anyone switching frequently between areas saves clicks and returns to their working context instantly.

New directory design, the resource count is shown directly in the resource pool, and all known bugs from version 8 have been fixed.