The data validation that Vantagepoint performs when you use the Data Import utility in the desktop application to import employee expense report records has been enhanced as follows:

• If an import record includes a value in one or more of the ten tax code fields (TaxCodeSequence1...TaxCodeSequence10), each of those tax codes must be a valid tax code for the expense report's company. In addition, the import process verifies that the Employee Expenses check box has been selected for each tax code on the Tax Codes settings form (Settings » Accounting » Taxes) to indicate that it can be used for employee expense reports.

• If one of the tax amount fields (TaxAmountSequence1...TaxAmountSequence10) in an import record contains 0.00, the import process assumes that 0.00 is the tax amount you want for that tax, just as it does with any non-zero tax amount. Previously, the import process calculated a tax amount for the tax code when the import record contained 0.00 in the tax amount field, the same way that it does when the import record does not specify any tax amount for a tax code.

In response to customer input, selected areas of the Projects hub have been enhanced to make it clearer what level of the project work breakdown structure (WBS) you need to be at to perform certain tasks. Also, in some cases, data and options were being displayed that did not apply specifically to the level of the WBS you were viewing, causing confusion. Those are now hidden when you are not at the appropriate level of the WBS.

 

One general change is that a message displays on the Project Structure dialog box in situations in which you must navigate to a specific level to perform a task or view data. Similarly, if you navigate to a WBS level at which you cannot perform a task or view data, a message displays in the content area of the form to let you know that you must navigate to a different WBS level.

 

For example, to enter budget data on the Budget form, you must be at a lowest level of the WBS. When you display the Project Structure dialog box from the Budget form, it includes a message reminding you that you need to navigate to a lowest-level WBS element in order to enter budgets. If you do navigate to a level of the WBS on the Budget form that is not the lowest level, no budget data or entry options are available on the form, and a message displays in the content area of the form to remind you that you need to navigate to a lowest level.

 

The Projects hub forms affected by these types of changes are the following:

• Dashboard 

• Budget

• Estimates

• Contract Management

• Invoices

In addition, the summary pane has been modified for most Projects hub forms. If you are on any form other than the Plan form, the following plan-related fields no longer display in the summary pane: Plan Start - End, Show, Contract, JTD, ETC Planned, EAC Planned, Labor Multipliers. These are now only available in the summary pane for the Plan form.

The SkipLoadReports true secondary switch was added to the Vantagepoint installation script. This optional switch allows you to specify a report server root folder, which is useful when you have multiple environments (for example, one for development and one for production) that use the same report and database tiers.

 

For more information, see the Deltek Vantagepoint 2.0 Installation and Maintenance Guide.

The following tab and field names have been changed:

 

In Utilities » Imports & Exports » Exports:

• The name of the Favorites tab on the Data Export Definitions form has been changed to Definitions.

• The name of the Category field on the Select Columns dialog box has been changed to Data Pack Category. The Select Columns dialog box opens when you click + New Data Export Definition on the Data Export Definitions form.

In Settings » Security » Roles:

On the Access Rights tab, when you select Data Export Definitions in the Functional Area field, an Administrator field displays on the tab. This field name has been changed to Export Administrator.

Updated PHP Version

The Touch Server for this version of the Deltek Vantagepoint mobile application has been upgraded to support PHP 7.3.11.

Two Separate URLs to Download the Mobile Application from the App Store and Populate the Server URL Field

Tapping the link in the email message, which your administrator sends you, now directs you to a page that displays two separate links. Tapping the first link directs you to the mobile application in the app store, allowing you to download it to your device. Tapping the second link automatically populates the Server URL field in the downloaded application.

In the previous release, the email message would contain a link that either directed you to the app store (if the mobile application was not yet installed) or automatically populated the Server URL field (if the mobile application was already installed).

Defect 1202524: In the Absence Accruals Hours grid on the Hours Adjustments form, hours were rounded up and were displayed as whole numbers rather than as decimal numbers. For example, if an employee's actual vacation hours totaled 59.55 hours, the total was displayed as 60 hours.

Defect 1210148: When you ran the Revenue Generation process, you received the following error: "The given key was not present in the dictionary for project using UD Revenue with planning fields."

This occurred if both of the following applied:

• The Enable Additional Revenue Calculations at Project and Group Level was set to Yes in Settings » Accounting » Revenue.

• You ran Revenue Generation for projects with unbilled revenue, and you used a Planning field for the user-defined revenue method used for Revenue Generation calculations.

Defect 1212783: Batch billing failed if you attempted to process batch billing invoices using saved options from the Saved Options list on the Invoice Creation tab of the Batch Billing form.

Defect 1201983: In Interactive Billing, you were unable to transfer an expense from a promotional to a regular type project. You were unable to enter anything in the Account field for the regular type project for the transfer.

Defect 1205298: When you submitted edited invoices for approval in Billing » Interactive Billing and tried to preview or print the edited invoice in Billing » Invoice Approvals, Vantagepoint instead displayed the draft invoice.

Defect 1209110: When you cleared a transaction on the Payments tab of the Bank Reconciliation form and then logged out and logged back in to Vantagepoint, the transaction payment amount in the Amount field became zero and the Calculated Balance amount on the Summary tab also was incorrect.

Defect 1211345: If you created and posted a payment run that used the same check number on two different bank codes in Accounting » Employee Expenses » Payment Processing and then voided the payment in Cash Management » Void Payment, when you cleared the voided payment in Cash Management » Bank Reconciliation a different amount from the original payment displayed in the Amount column on the Payments tab of the Bank Reconciliation form.

Defect 1197289: In Vendor Payments, you could not assign alphanumeric check numbers for EFT payments. When you tried to enter an alphanumeric number on the Assign EFT Numbers dialog box, you received a message that said "The value entered in not a valid number."

Defect 1203382: This issue applies if you set up transaction autonumbering for EFT payments in Settings » Accounting » Transactions in the Bank Transactions grid of the Transaction Auto Numbering Options section. In Vendor Payments, when you processed a direct debit payment run, the automatic payment numbers were not being assigned to the payments.

Defect 1204367: In Vendor Payments, AP vouchers that were entered in Utilities » History Loading » Accounts Payable showed the voucher total rounded to the nearest whole dollar instead of the exact amount entered in History Loading.

Defect 1214298: When you tried to edit a report in the SQL Server Data Tools application and the Report Builder application, an error message was displayed and you could not access the report editor.

Defect 1185761: When a employee's role had limited access to both the Overview tab and the Personal and Contact Details tab in the Employees hub, and the employee attempted to update their own record, the following error occurred: Labor Code Level 1 is required.

Defect 1213022: You were unable to save any changes in fields on the Employees form if your user role was configured with locked edit rights for the Organization field (a required field) in the Employees hub. A system administrator modifies role-based access rights for the Employees hub fields in Screen Designer (Other Actions » Design on the Employee form.)

Defect 1198336: The Projects grid on the Association tab in the Firms hub was not available if the CRM or CRM Plus modules were not active.

Defect 1205291: After you made a partial payment in Cash Management » Vendor Payments, you were unable to change the Payment Type on the Payment Details dialog box of the voucher record in Hubs » Firms » Voucher Review.

Defect 1203854: You could experience slow performance when copying a Projects hub record with 600+ WBS rows.

Defect 1203855: You could experience slow performance when saving a Projects hub record with 600+ WBS rows. 

Defect 1211379: When you changed a project's Status to Dormant, the auto save feature was not triggered unless you made another change on the form.

Defect 1204413: Some fields (Limits by Task, Tax by Task, Interest by Task, and Retainage by Task) were missing on the Sub-Level Terms tab at the task (WBS3) level when you had the following billing terms selected for a project:

• The Phase Terms and Tax by Phase check boxes were selected on the Sub-Level Terms tab of the Billing Terms form for a project.

• The Task Terms check box was selected on the Sub-Level Terms tab for a phase's (WBS2) billing terms.

Defect 1210104: When you copied billing terms from a source project and you worked on a multicompany database, the billing categories in the Billing Phase Categories grid on the Fees tab of the Billing Terms form did not copy successfully to the destination project. This resulted in incorrect data in the destination project.

Defect 1180954: In Utilities » History Loading » Invoices and Receipts, when you added an invoice to a specific project and then set the RET/INT column to None in the Invoice history grid, when you navigated to the Hubs » Projects » Invoices form and selected the project, either none of the invoices were displayed or the invoices showed a zero amount.

Defect 1210523: If you used leading zeros in your invoice numbers, the AR comments for billing invoices were not displayed on the AR Aged Report when you selected the Display AR Comments report option.

Defect 1202584: On the Plan form, consultant or expense amounts in tasks were mistakenly duplicated. This occurred when the account and vendor in the affected project record and another project record were the same, and the phase and task number for both project records started with the same character.

Defect 1201855: The wrong record name displayed in the pop-up confirmation message when you deleted a record from the List View in the Projects hub.

Defect 1201925: In the Expense Entry section on the Accounting tab of the Projects form, if you set the  Bill by Default option to Yes or No when you opened the Expense report for the project (in My Stuff » Expense  Report), the Billable Message field was missing. Alternatively, if you set the Bill by Default option to Category in the Expense Entry section, the Billing Message field appeared on the Expense report when it should not have displayed.

Defect 1202229: The assigned auto number for a project record was incorrect if the project record that you edited had multiple levels. This occurred if the auto number format on the Expression Configuration dialog box was set up with an user-defined field. (You access the Expression Configuration dialog box from the Numbering form in Settings » Workflow » Numbering.)

Defect 1207936: If you did not have the Accounting module activated, you could not remove a team member who was a contact from the Team Members grid of the Team tab on the Projects form.

Defect 1202551: The cost and billing amounts in Project Review were rounded. As a result, the amounts did not match the planning analysis amounts in Accounting » Project Review in the desktop application.

Defect 1183493: When you submitted an expense report with a forward-leaning slash ( / ) in its name and then opened the report in the Approval Center, a blank page screen was displayed.

Defect 1188657: In some instances, when you changed the report name or date of an expense report before submitting it, not all edited expense detail lines were saved and sometimes the approval process could fail. When you attached expense receipts to the report, saved it, and then added more expense receipts and detail lines at a later time, if you changed the report name or date and then saved the report again, the newly added expense lines were not saved and the approval process was interrupted.

Defect 1204311: When you modified the column labels in Settings » Labels & Lists » Labels and selected either a timesheet line or an expense line in the Approval Center, the custom labels for the phase and task columns were not displayed.

Defect 1209274: If there were six or more All Day Event activities on a single day on your Calendar, when you clicked the +n More link for that day on the Month view, Vantagepoint launched the Day view, which displayed only four activities for that day.

Defect 1210935: When you updated the reminder time of another user's existing calendar activity and tried to save the changes, the saving process was suspended.

Defect 1130034: When you clicked the forward icon on the right side of the Search field, after you reached the hundredth report the next record did not load.  

Defect 1197394: When the expense report record had an ampersand '&' in its name, Vantagepoint printed a blank page when you clicked Other Actions » Print.

Defect 1201784: This issue occurred if you use approvals for expense reports. In the Expense Report application, the approval timeline at the top of the form displayed the timeline from the previous expense report when you selected a submitted expense report and then clicked + Add Expense Report, or you moved to another in-progress expense report. The issue also occurred when you moved from one expense report to another.

Defect 1202722: When you submitted an expense report without a receipt, a validation error message was displayed but a record was still created. When you edited the submitted expense report and attached a receipt, you received the error message: "Duplicate Expense Report. Please check."

Defect 1205464: When you opened, edited, or created a new expense report, the Credit Card pane displayed frequently (even without any entries).

Defect 1207848: When you were logged in using your home company account, you were not able to add your credit card expense line item to your expense report if the credit card belonged to a different company. However, when you were logged into the company for which the corporate credit card was set up to import card charges, you were able to add your expense line item to the expense report.

Defect 967894: When you used the Expense Line Default approval name and modified its approval level to use Both Expense Report and Expense Line for your expense reports, the approval process remained stuck for these expense reports if all of their approval steps were of the Line Item assignment type only.

Defect 1176479: When you generated any employee report, you received an error message and the employee report was not displayed if the following things were true:

• You selected a specific employee for the employee report.

• You used a multi-company database.

• You, the user generating the report, had security role restrictions.

Defect 1198697: This issue applies for any of the General Ledger type reports on the Reports or Favorites tabs in Reporting. On the specific report form, when you clicked the Records field, clicked Search, and then used the advanced options to select only dormant general ledger accounts to include on the report, no dormant accounts displayed on the report even if you had dormant accounts.

Defect 1204786: On the Select Columns dialog box, you could not quickly remove columns from the selected columns list and had to click away from the list after deleting each row.

Defect 1204930: On the Options tab of either the Income Statement report or the Balance Sheet report, if you selected an Account Group Table and then ran the report, Vantagepoint automatically added the Account Group Table to the Columns & Groups tab, because the Collapse/Expand field in the Grouping and Sorting grid defaulted to Expanded instead of Disabled. As a result, you received the following error: Unsupported RPL stream version detected: 101.116/1047292257. Expected version: 10.6. Now, the Collapse/Expand field in the Grouping and Sorting grid on the Columns & Groups tab defaults to Disabled.

Defect 1207285: The Ref. No, Fiscal Period, and Description columns were missing when you drilled down into the account detail on the Income Statement (General Ledger » Income Statement).

Defect 1207861: When you configured the Unbilled Detail and Aging report, the Show Final Totals option was missing in the Group Options section on the Columns & Groups tab. You use this option to print or preview the Report Summary after you run the report.

Defect 1208811: You received an error when you ran any of the following reports with a user-defined field in the employee search: Employee Audit, Employee Audit Detail, Employee Ledger, Time Analysis, or Timesheet Audit Detail.

Defect 1209200: When you ran the Project Earnings report with a large number of projects and you set the Budget Source option to Project Planning Budget, you received the error message "tfs_System_OutOfMemoryException error."

Defect 1209234: Global favorite reports were editable for users with roles that do not have the appropriate access rights for editing them.

Defect 1209270: On the Project List report, the Won/Lost Notes column incorrectly displayed HTML tags when there should not be any tags.

Defect 1210607: If you saved an Employee Labor Detail report as a favorite and then changed the Time Frame Options for the saved report, you received an error message the next time that you attempted to run the report.

Defect 1199540: When you displayed the Employee Card from the Timesheets form, you could not see the Ratios and Absence Hours tabs unless you also had access to Employees hub.

Defect 1153305: In Vantagepoint Search, you were able to modify and save global searches for other roles even though you were assigned to a non-Admin user role via the Type of Role option and the Reports, Searches and Options option was set to Save My Personal on the Overview tab in Settings » Security » Roles.

Defect 1193941: When you set Enable Revenue Categories to Yes in Settings » Accounting » Revenue and then opened Settings » Billing » Accounts Receivable, you were not required to select a revenue category for existing invoice mapping accounts on the Accounts Receivable form. Now you must select a revenue category for existing invoice mapping accounts before you can navigate away from the form.

Defect 1204318: The Vendors grid on the User Defined File Format tab in Settings » Cash Management » Banks did not have Checks.Invoice as an option in the Mapping Value field when when Data Mapping was set to Check Database.

Defect 1177353: When you create an expense group with special characters, selecting that group in Expense Categories results in an error.

Defect 1200561: When a role had access to all project-related tabs (as specified in Settings » Security » Roles » Access Rights for Application Tabs), only the General tab displayed in Settings » Project » Project Templates in the Vantagepoint desktop application.

Defect 1202689: When a workflow was associated with a button, you could delete the workflow but not its actions.

Defect 1214369: On the Scheduled Workflows form, when you selected an action in the Actions grid, added a condition with an expression, and then clicked the Add Field button on the Expression Builder dialog box, nothing happened.

Defect 1212193: When you set up a user-initiated workflow for the Employees area and selected Column (Field) Change as the workflow action, no values were available in the New Value drop-down list when you set the Column option to EKGroup on the Column Change Configuration dialog box.

Defect 1203955: If you set the Type field to Vendor for a new firm and tried to tap Save, an error message would display. As a workaround, save it as Client and then change the type to Vendor.

Defect 1160162: You sometimes experienced a performance issue when running AP Invoice Approvals while other users were updating project data.

Defect 1197785: On the AP Invoice Approvals form, the expense code account defaulted to the account specified in your Vantagepoint desktop application settings in Settings » Cash Management » Expense Codes, instead of applying the expense code override defined in the Vantagepoint browser application, on the Accounting tab of the Projects form (in Hubs » Projects » Project).

Defect 1206716: When you created or edited an AP Invoice and you selected six or more purchase orders to associate with the invoice, you received a Bad Request error message.

Defect 1197310: When you created a new AP voucher that had the same vendor and invoice number as an existing voucher, but a different invoice date, the duplicate error message incorrectly referenced the new invoice date instead of the original invoice date. Now, when an AP voucher contains a duplicate vendor and invoice number but with a different invoice date, the original invoice number, vendor, and invoice date are displayed as shown in this error message example:

 

Invoice 1010 Test for Vendor Consultant/Partner 001 already exists in file 73f2345c678956a12 with a date of 2019-11-06.

Defect 1183600: When you generated a journal entry file from Revenue Generation, leading zeroes were added to the value in the Reference Number field. This error occured if you set the Require Completed Approvals to Post Transactions option to Yes in Settings » Accounting » Transactions.

Defect 1206002: On the Journal Entries form, when you tried to approve, submit, or reject a revenue generation journal entry, the error message “Spaces are not permitted.” was displayed below the Reference Number field. Spaces should have been permitted in the Reference Number field.

Defect 1207100: In the Vantagepoint desktop application, when you opened Utilities » Desktop Imports, you receceived a Variable EquipmentAccess not found error.

Defect 1170879: Some of the accounts listed in the Account Balances grid of the Account Balances history loading form included the account number but did not include the account name.

Defect 1211336: If you selected a regular project on the Invoice and Receipt form, then added an invoice entry to the Invoice grid and selected Retainage in the RET/INT column for that invoice, when you clicked Save, you received the following error: The Account must be an invoice mapping Retainage Account.

Defect 859322: On the Labor and Expense form, the Billing Ext field was missing from the Labor grid.

Defect 1186737: When you ran the initialization process to copy QuickBooks records to Vantagepoint, it copied account, tax, customer, vendor, and employee records from QuickBooks to Vantagepoint. However, only the first 100 records of each type of record were copied to Vantagepoint.

Defect 1183490: The Projects’ Organization conversion utility did not allow more than one phase or task for the same project to be converted.

Defect 1207286: When you tried to change the task number of all existing task records on the Change Number tab of the Tasks form in the key conversions utility, Vantagepoint only allowed up to three characters for the new task number.

Defect 1189577: When you opened a new accounting period in Utilities » Periods » Period Setup, the new period opened with a Period End date that was the same as the first day of the following period.

Defect 1204359: The Apply All option did not automatically select all records when you used the Search and Replace feature in Utilities » Updates.

Defect 1209173: On the Search and Replace form, when you used the Select Records lookup and you used the Apply All option on the New Search dialog box, no records were selected. The Select Records field remained empty. The Apply All option did not work even when you filtered the records on the New Search dialog box with a saved search or other search options.