CoE Manager v.28 release

Review what's new and changed, and the fixes and limitations in CoE Manager for the v.28 release.

What's new

Access CoE Manager from the Control Room

As an administrator, you can enable access to CoE Manager from the Control Room. This enhances the user experience because the user no longer needs to open CoE Manager through a separate browser tab. Once CoE Manager is enabled, users can directly access the CoE Manager login page from the quick link section on the Control Room home page.

Enable CoE Manager

Support for ROI tracking in On-Premises Control Room

You can integrate both the Cloud and the On-Premises Control Room with the CoE Manager. This enables you to monitor your automations and analyze the savings achieved. You can connect up to 3 Control Room instances in your CoE Manager.

For the On-Premises Control Room, to upload the bot activity data from the Control Room to the CoE Manager, download and run the CoE Manager bot available in the Bot Store. To run this bot, you must have a valid license such as a Bot Creator, Bot Runner, or a Citizen Developer.

CoE Manager - Integrate with On-Premises Control Room

What's changed

Plan delivery for your opportunities from the pipeline stage

The Activities tab is available in the pipeline stage enabling you to start the delivery planning of an opportunity when it moves into the pipeline stage.

Previously, you could plan delivery of an opportunity using the Activities tab only after the opportunity had moved into the in-progress stage.