For AP vouchers that are automatically generated by Intercompany Billing, tax codes are not required even when Require Tax Codes to be used in AP Transactions is selected in Settings » Cash Management » Options.

Deltek Collaboration

 

When enabled, the Vantagepoint Kona Integration feature allowed project teams to share information and collaborate through conversations related to the current project.

 

This feature has been updated and is now called Deltek Collaboration. In support of this effort, all associated menu options, field labels, URLs, and references have been changed from Kona to Deltek Collaboration:

• The installation URL

• The Collaboration menu option in Utilities » Integration

• The Connect to Deltek Collaboration button on the General Tab of the My Preferences dialog box

• The Collaboration tab on the Projects form in Hubs » Projects » Project

When you sync project information to the PIM Web Service, you can now choose the project charge types to sync.

 

Regular, Overhead, and Promotional check boxes were added below the Projects check box in the Hubs to Sync to PIM section on the Project Information Management Form in Utilities » Integrations » PIM. The check boxes for each project type are all enabled by default.

 

Only new and edited records for the selected project charge types are synced. Projects that were previously synced before the setting change that do not belong to the selected project charge types remain in PIM.

When you manually add or modify employee, contact, and firm entries in Vantagepoint, the corresponding entries in PIM are automatically updated.

• For employee entries that are added or updated during labor posting, if this feature is enabled in settings, these employee entries are synced to the PIM web service when you access the Team tab of the Projects hub.

• For firm entries that are added or updated during voucher posting, if this feature is enabled in settings, these firms are synced to the PIM web service when you access the Team tab of the Projects hub.

The Team tab updates from postings are only visible in the Team Members and Firms grids when Update Project Team when Posting Labor or Update Project Vendor Association when Posting Vouchers, or both, are enabled in Settings » Accounting » Transactions.

This applies to project team changes in main projects (WBS Level 1) only.

If you have multiple companies in Vantagepoint, you can now choose the specific companies whose records will be synced to the PIM Web Service. You can configure this on the Project Information Management form in Utilities » Integrations » PIM.

 

When you have chosen the companies to include, the following Vantagepoint hub records are available to be synced for all the selected companies:

• Projects

• Employees

• Firms

• Contacts

• Marketing Campaigns

When you sync Vantagepoint employee and contact record information to the PIM Web Service, you now have the option to use the first name or the preferred name.

In Vantagepoint, new Sync Employee’s preferred name, if entered and Sync Contact's preferred name, if entered check boxes were added in the Hubs to Send to PIM section of the Project Information Management form in Utilities » Integrations » PIM. When you select these check boxes and a preferred name is defined in the record, Vantagepoint syncs the preferred name to PIM. If a preferred name is not defined in the record, the first name is synced to PIM instead. Only new and edited records will reflect the preferred name in the synced information.

If you do not select the Sync Employee’s preferred name, if entered or the Sync Contact's preferred name, if entered check boxes, Vantagepoint syncs the first name to PIM’s Forename field.

When you change a project’s status in Vantagepoint, the corresponding PIM status automatically gets updated. This applies to status changes of main projects (WBS Level 1) only.

If you have Tax Auditing turned on (in Settings » Cash Management » Options), you can now add a reverse charge tax to an accounts payable voucher that you create from a purchase order in Transaction Center » Create Voucher from PO (in the desktop application).

To do this, complete the following:

1. Create a reverse charge tax code in Settings » Cash Management » Tax Codes.

At a minimum, select the following check boxes on the Options tab:

• Transaction Entry check box in the Inputs section

• Reverse Charge Tax check box in the Non-Recoverable Tax section

This allows you to select the reverse charge tax code on the Vendor Review tab when you create an AP voucher from a purchase order in the Create Voucher from PO application.

2. If you want the reverse charge tax code to auto fill for an AP voucher in the Create Vouchers from PO application, based on the ship-to address entered for a purchase order: In addition to selecting the Transaction Entry and Reverse Charge Tax check boxes on the Options tab, you must also select the Available for Purchasing check box in the Inputs section on the tab.

3. If you selected the Available for Purchasing check box for the reverse charge tax code: On the Ship tab in Settings » Purchasing & Inventory » Company, enter the reverse charge tax code in the Tax Code or Tax-2 Code field in the Ship-To grid for any ship-to address.

In the Create Voucher from PO application, when you create an AP voucher from a purchase order that has a ship-to address with the reverse charge tax assigned to it, the reverse charge tax auto fills for the AP voucher.

When the AP voucher is posted, the reverse charge tax amounts are posted to the general ledger.

Defect 1141871: When you viewed an invoice, the year in the Invoice Date column displayed as 4 digits even if your Windows regional settings were configured to display 2 digits.

Defect 1132217: The filter option did not work for the Primary Client field in the Projects grid on the Experience tab in the Employees hub.

Defect 1134112: When you modified a vendor address in the Firms hub, you received a "Please Provide a Pay Terms" error.

Defect 1119276: When you performed an advanced search on the Project Lookup dialog box, Ajera-related fields such as Ajera Billed, Ajera Cost, Ajera Received, Ajera Spent, and Ajera WIP were not available in Search Field.

Defect 1138421: This issue applies for projects with billing terms that are set to Percent Complete by Phase, as Fixed Amount on the Fees tab in Billing Terms. In Billing Terms, if you added billing categories at the same time that you added the billing phase, the billing phase was not updated correctly.

Defect 1145258: If you tried to edit and save the Billing Terms form, you received an error message under the following conditions: you set the Invoice Numbering field to Companywide in Settings » Billing » Options and set the Next Invoice Number field to 0 on the Billing Terms form in Hubs » Projects » Billing Terms.

Defect 1145330: When you displayed contract information for a project on the Contract tab of the Contract Management form and then selected an element at a lower level of the work breakdown structure (WBS), the Contract Details grid continued to display contract detail rows for the project as a whole. It should have only shown data for the selected WBS element.

Defect 1133045: If a user's security role is set up with record-level access specified for updating project records, they were unable to display invoice detail or the invoice itself from the grid on the Invoices form in the Projects hub (Hubs » Projects » Invoices) if they did not also have update access rights to the currently selected project. The icons for displaying invoice information that are normally available at the end of each grid row were hidden in that case.

Defect 1145321: When you selected New Search from the search control in the Projects hub and then selected any Employees field in the Select a Field drop-down list and applied an operator and value, you received an "Invalid Column Name" error.

Defect 1146069: This issue applies if you use the on-premises edition of Vantagepoint. You were unable to log in to Microsoft Outlook if you used Windows Authentication to log in.

Defect 1136569: In Outlook, you were unable to create a Vantagepoint activity from an email if an activity had already been created from another email in the same email thread (with the same email subject), even though the emails had a different sent date or replied-to date. You received the following message: “An activity from this email exists already.” Now you can create activities from emails in the same email thread that have the same email subject, but have a different sent or replied-to date.

Defect 1134471: The following issue applies if you use approval workflows for timesheet lines, and on the Workflow tab in Settings » Workflow » Approval Workflows, you set up a timesheet line approval workflow with a rejection action that was configured with the Approval Roles field set to Create User (on the Email Configuration dialog box). In My Stuff » Approval Center, when a submitted timesheet was rejected, the rejection email alert was not sent to the employee who created the timesheet for the employee.

Defect 1135774: When you tried to save an expense report, a deadlock error sometimes occurred if you also had expense approval workflows enabled.

Defect 1139167: If your firm uses multiple currencies, when you ran the Project Earnings report, you received the following error message:

“An error has occurred during report processing. (rsProcessingAborted)
Query execution failed for dataset ‘ReportDataset’. (rsErrorExecutingCommand)”

Defect 1130602: The Organization drop-down list on the Options tab of the Income Statement report was not working properly. When you generated two reports with different organization types, they both had the same data.

Defect 1132452: When you cleared the Show Timesheet option in Settings » Accounting » Absence Accrual, the Absence Accrual section in the Employee Card became unavailable. In My Stuff » Timesheet, however, the current balance information of the absence benefit code was still displayed in the Request Absence dialog box.

Defect 1135600: When you set up and executed a Timesheet Due alert in Settings » Time » Alerts, inactive and terminated employees also received email messages for the alert.

Defect 1145573: When you opened a timesheet in the Approval Center or clicked the link in the e-mail notification, the message "No timesheet to view" displayed. In addition, after you selected the timesheet, the URL changed to include an incorrect period ending date.

This happened when the Date Format field was set to dd/mm/yyyy on the General Tab of the My Preferences dialog box.

Defect 1138401: In the Quarterly Processing application, when you selected the state of Georgia on the General tab of the Quarterly Processing form, you were unable to make entries in the following fields on the tab: Wage Base, SS Wage Base, and the fields in the Contact Information section.

Defect 1144667: When you tried to run the Labor Plan Charts report, you received an error message: "An error has occurred during report processing. (rsProcessingAborted)...."

Defect 1137088:  When you selected Only Include Tasks with Planned Values on the Options tab of the Project Planning Schedule report and ran the report, you received a "ReportDataset (rsErrorExecutingCommand)" error.

Defect 1137470: In some cases, when you tried to run a Resource Planning report, or a favorite based on one of those reports, the report ran for a long time before it finally displayed.

Defect 1144876: In Reporting in the desktop application, when you attempted to run some reports (such as, Payroll, Purchasing, Inventory, Asset and Equipment, and Human Resources), you received error messages indicating that you did not have access to the report(s).

Defect 1141815: When you set the unit of measure to Millimeters in either My Preferences » Reporting or on the report's Layout tab, the width of the Aging column was incorrect on the Unbilled Detail and Aging Report.

Defect 1086596: In Settings » Roles, when you copied an existing role with full access to menu items and tried to save it with a new name, you received the following error message multiple times: "Role is required" and the first save attempt did not work. If you clicked Save again, the copy was saved.

Defect 1141133: On the User Defined Method form in Accounting Settings (Settings » Accounting » User Defined Revenue), if you deleted a user defined method in the list, Vantagepoint also deleted the method below it, whether it was a user-defined method or a predefined, standard method. 

Defect 1113811: In some cases, if you upgraded from Vision to Deltek for Professional Services, or to a Vantagepoint version prior to 2.0.6, employee over-utilization was not calculated accurately in Resource View and on the Resource Utilization by Organization report. 

 

Vision offered three ways to calculate over-utilization, but Vantagepoint only supports one of those. If you were using the This Percent of Employee's Utilization Ratio option at the time that you upgraded from Vision, over-utilization was correct in Vantagepoint. However, if you were instead using Employee's Utilization Ratio Plus or Employee's Utilization is Greater Than, over-utilization was not calculated correctly in Vantagepoint.

 

To address this problem in Vantagepoint 2.0.6 and later versions, the upgrade process now automatically defaults the over-utilization calculation to 105% of employee utilization ratios in the following situations:

• You upgrade directly from Vision and you used one of the unsupported over-utilization calculation options in Vision.

• You upgrade from a prior DPS or Vantagepoint version and the over-utilization threshold in that prior version was 0%. 

After the upgrade, go to the Resource Settings form (Settings » Resource Planning » Resource Settings) and adjust the threshold percentage as necessary. If you used the This Percent of Employee's Utilization Ratio option in Vision, that calculation option and the percentage that it uses transferred to Vantagepoint when you upgraded, and your over-utilization threshold should not need adjustment.

Defect 1133055: This issue occurred in both User Initiated Workflows and Scheduled Workflows when you set up an email alert for a workflow. On the Email Configuration dialog box, when you opened the text editor in the email Message field, options were missing from the text editor toolbar.

Defect 1140788: The Scheduled column check box in the Scheduled Workflows grid was available for selection when it should have been read-only. If you tried to save with the Scheduled check box selected, the check box was cleared when you refreshed the form.

Defect 1138234: When you worked in a user-defined workflow area, the Conditions dialog box sometimes displayed the spinning wheel animation and stopped responding when you tried to edit or add new conditions.

This occurred when you tried to modify the conditions of a workflow with the Delete/Remove workflow type that was created using the Copy - Create Delete/Remove Workflow option, if the original workflow had an Insert/Associate workflow type.

Defect 1134544: If you copied or tapped the URL in the email message from your Deltek Vantagepoint administrator, you were redirected to a white screen (whether or not the T&E mobile application was already installed), or to the app store (even though you had already installed the CRM mobile application).

Defect 1125006: If you tried to log on to your mobile application using your domain credentials, an error message displayed to inform you that your credentials were not valid. This defect only applied if you have an on-premises installation and use Windows Single Sign-On (SSO) authentication.

Defect 1149162: After logging on using either your user name and password or your PIN, you might encounter an error message related to unauthorized access due to invalid credentials. If you logged on successfully, you might encounter the same error when you tapped the Projects hub. This issue affected users whose Vantagepoint server was deployed in the cloud.

Defect 1140921: If you opened any special category project, added hours, and tapped Save, the mobile application would still require you to enter comments even though the Require Comments for Hours option was set to No in Vantagepoint.

Defect 1140121: When you updated an existing transaction file (such as its control totals or end date), the Company, Creator, and Period fields for the transaction file were also updated unintentionally.

Defect 1136640: This issue occurred in user-defined hubs when you clicked + New Search from the drop-down list in the search field to find a record in the hub. On the search dialog box, if you searched using a field from a grid, you received the following error: "QueryRoutines.GetExpressionEntityDelegate (none)."

In 2.0, searching by grid fields is not supported.

Defect 1136511: When you created a new search in Utilities » Update » Search and Replace, the values for the Timesheet Group or Expense Group drop-down lists were empty if you set the Application Area option to Employees.

Defect 1131157: When you entered and saved any amount in the Functional Currency field, you received the following error message: "SaveBO: Column 'UnbilledBillingCurrency' does not exist in table ledgerMisc."

Defect 1132318: When you tried to import vendor type firm records from a .CSV file with valid expense codes, you received the following error:

“Record not imported. Field Default Expense Code does not exist.”

Defect 1132898: The employees data import in the desktop application (Utilities » Desktop Imports) incorrectly allowed you to import an employee designated as a firm and also mark that employee as approved for use in processing. Employees designated as firms cannot be approved for use in processing.