Add Multiple Activity Attendees at the Same Time

You can now add multiple attendees to an activity record at the same time in Hubs > Activities. In the Attendees grid of the Activities form, click Add Attendees and use the drop-down list options to specify whether you are adding existing contacts, new contacts, or employees. Use the resulting dialog box to select the contacts or employees that you want to add to the activity. By default, Vantagepoint displays active employees or active contacts that are qualified contacts or new leads. When you add contacts, Vantagepoint adds the firms associated with those contacts to the Firms grid.

Expose API Endpoints to Run a Report and Receive a Saved PDF

API endpoints to run a report and receive a saved PDF are now available. These new API endpoints honor existing validations and restrictions, as well as security requirements at the application level.

Update Interactive Billing API Endpoints

The following Interactive Billing API endpoints have been updated to support e-invoicing and the way that Vantagepoint stores tax on AR invoices: 

• GET Retrieve Invoice Transaction Detail - Invoice Consultant

• GET Retrieve Invoice Transaction Detail - Invoice Expenses

• GET Retrieve Invoice Transaction Detail - Invoice Labor

• GET Retrieve Invoice Transaction Detail - Invoice Unit

Create Contact Records

You can now use Ask Dela to create contact records by providing details such as first name, middle name, last name, phone number, email address, qualified status, and firm name. If the default qualified status is "qualified," the firm name must exactly match an existing firm in the database. If the status is "lead," the firm name is recorded as entered. This update improves efficiency by enabling you to quickly create contact records.

Create Activity Records

You can now use Ask Dela to create activity records by specifying details such as the title, date, time, attendees, and type of activity. This update streamlines your workflow by enabling faster creation of activity records. When you provide attendee names, Ask Dela searches both employees and contacts for exact matches. If no exact matches are found, the activity is created but those attendees are not added, and you receive this message: "No attendee was added for xxx because no matches were found."

Performance Improvement for Audit Trail When Adding or Copying New Records

Audit trails are now processed in less time when you manually add a record or copy an existing record. Only the following audit trail information is captured (as displayed in the Audit Detail reports): 

• The new record’s name, record number, operation (Insert), modification date, and modification username

• Information for rows added to associated grids, when copying from an existing record

Email Invoice Download Link When Email Message Size Exceeds Limit

You now have the option for Vantagepoint to automatically send a link in an email message for downloading a billing invoice if the invoice file exceeds the Vantagepoint email message size limit. This is helpful when large or numerous supporting documents are included with the invoice in the PDF file.

To turn on this feature, set the new Email Invoice Download Link When Email Size Exceeds Limit option to Yes in the Batch Billing section of the Options form in Settings > Billing > Options.

This feature applies when you send email messages with an attached invoice in:

• Billing > Batch Billing, when you run a batch of invoices with the Email Invoices checkbox selected on the Invoice Creation tab

• Billing > Interactive Billing, when you click the Email action for a selected invoice in the invoice grid on the Invoice History tab

The link for downloading an invoice in an email message is valid for 15 days.

When recipients click the Download Invoice link in an email message, they complete these steps:

1. Enter the email address to whom the email with the invoice download link was sent. Vantagepoint then sends them an email message with a verification code.

2. Enter the verification code and click Submit.

3. Click the Download Invoice button to save the invoice file to a location on their local drive.

When you use the Download Invoice Link feature, Vantagepoint system jobs are performed to delete the files that were too large to send in an email message and delete the invoice download link when the link has expired. These jobs are listed in the Maintenance queue in Utilities > Process Server > Queue Manager. In the Queue Processes grid, the description for these jobs is Batch Billing Email and Link Cleanup. This applies for emails sent from both Batch Billing and Interactive Billing.

For more information about this feature, see the Enable Invoice Download Link When Email Size Exceeds Limit description in the Batch Billing section of the Contents of the Options Form topic.

New Column for the Project Dashpart Base

You can now add the Comment History user defined field as a column for the Project dashpart base in table dashparts. This column displays a More… link. Click this link to display the Comment History dialog box and then add a comment or view existing comments.

Deltek Clarity in Dashboards

Key metrics from the Deltek Clarity Architecture and Engineering Industry (Deltek Clarity) study are now available in Dashboards, so that you can compare your company's key metrics to prevailing market trends in the architecture and engineering industry.

You can view these metrics in:

• Dashboards with the new Deltek Clarity base, which include Deltek Clarity columns

• Dashboards with the Project, Employee, or Account base, if you use the Get Deltek Clarity option to select and configure Deltek Clarity columns in those dashboards

In a dashboard, the  symbol in a dashpart title bar identifies a dashpart with Deltek Clarity columns.

Deltek Clarity Dashpart Base

Use the new Deltek Clarity dashpart base to create a dashpart that displays data from the Deltek Clarity study. You can add a dashpart with the Deltek Clarity dashpart base to a dashboard alongside other dashparts, so that you can compare your company's metrics to metrics reported in the Deltek Clarity study. Use the column filter option to define any additional breakout filters, such as firm type, firm size, or high performers.

By default, the Deltek Clarity metrics use the latest study's fiscal year. For example, for the 2024 Deltek Clarity Study, the results are based on the 2023 Deltek Clarity fiscal year and that is the latest year available in the Deltek Clarity dashpart base. To select a different fiscal year, use the Date Range option in the Dashpart Designer or the Year column filters available on the Deltek Clarity dashpart base.

In Dashpart Designer, dashpart options are the same for the Deltek Clarity dashpart base as they are for other bases, with these exceptions:

• When you configure a drill to dashpart for a column, filters are not applied to selected drill to dashparts when the column is displayed. 

• When you use the table dashpart type, grand totals and sub totals rows are not totaled, but the metric value is displayed at all levels.

Deltek Clarity Columns in Other Dashpart Bases

You can use the new Get Deltek Clarity option in the Dashpart Designer to display metrics from the Deltek Clarity study in table, chart, and KPI dashparts with Project, Employee, or Account dashpart bases. Use Deltek Clarity columns in a dashpart to view Deltek Clarity metrics or to create calculated fields with a Deltek Clarity metric.

To add a Deltek Clarity column to a dashpart, click Get Deltek Clarity in Dashpart Designer and then complete the Get Deltek Clarity Wizard to select and configure the column. The Deltek Clarity column that you add is displayed with the  symbol in the columns grid. Deltek Clarity columns added to via the Get Deltek Clarity Wizard do not have filter, drill to, and date range configuration options. Deltek Clarity columns display a static value in the grouping total rows.

Use the Properties option in Dashpart Designer to customize the attributes of a Deltek Clarity column. If you use a date range grouping option in a chart dashpart, Vantagepoint uses the fiscal year time scale that was used in the Deltek Clarity study (the fiscal year that the study results were based on, not the year that the study was released) as the basis for date range grouping for the Deltek Clarity column.

Access Rights to Deltek Clarity Dashpart Base and Columns

You specify access rights for the Deltek Clarity dashpart base and Deltek Clarity columns on the Access Rights tab of Settings > Security > Roles. When a role is set up without access rights to the Deltek Clarity dashpart base or Deltek Clarity columns, users with that role cannot view the Deltek Clarity content in their dashboards and dashparts.

Online Help for the Desktop Client Interface: Access via the Deltek Learning Hub

You now access online help for the desktop client interface via the Deltek Learning Hub. This centralized help interface provides quick access to descriptions of open forms and dialog boxes, along with multiple search methods to locate help topics.

Access Learning Content Seamlessly

We are excited to introduce the Deltek Learning Hub, your go-to resource for a seamless learning experience. This unified, centralized platform for all learning content offers access to product-specific online help, training videos, user guides, knowledge-base articles, and development tools. The hub also provides resource tiles with links to more general Deltek information, including forums and groups, community resources, and events.

You access the Deltek Learning Hub from the Vantagepoint online help. Key features include:

• A powerful interactive search with filtering options, so you can find the information you need

• Options to learn by product area, job function, or role

• Specific, technical information and resources for administrators and API users

• The ability to create or find task-based content and educational materials, and share them with your team

• An option for free registration that unlocks additional features such as search preferences, watch lists, and the ability to create and share collections

For more information, watch the Deltek Learning Hub Overview video.

Electronically Sign or Certify Expense Report Submissions

To enhance the expense report submission process, administrators can now require that employees electronically sign their expense reports by selecting a checkbox rather than entering their Vantagepoint password on the Confirm Electronic Signature dialog box.

In Settings > Expense > Options, set the Electronic Signature When Submitting option to either Click to Certify or Password Required. If you choose to require passwords, make sure that passwords are established on the Users and Password Policies forms in Security Settings.

When employees submit expense reports in My Stuff > Expense Report, they must either select a checkbox or enter their Vantagepoint password to acknowledge and certify the accuracy of the submitted expense report charges.

When you enable electronic signatures, Vantagepoint captures the employee's name and displays the name on both the Detailed Expense Report and the Summarized Expense Report.

Invoice Approval Process in the Browser Application (Opt-In Available)

Invoice approval processes are now available in the browser application. You assign these approval processes to projects that define who can approve and reject invoices and determine how and when notification alerts are sent.

You can choose to opt in to this feature for the Vantagepoint 2025.1 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all Vantagepoint users as part of a future release. For more information, see Opt-In Feature Overview.

Enabling Invoice Approvals in the Browser Application

When you select the Enabled option for the  Invoice Approval Process in the Browser feature in Settings > General > Opt-In Features, you can set up invoice approval processes in Settings > Billing > Invoice Approval Process.

You can access the Invoice Approval Process if your role has been granted access rights to the Settings > Billing > Invoice Approval Process application on the Access Rights tab of the Security Roles form.

When you enable the Invoice Approval Process in the Browser feature, the desktop application is updated to remove access to the feature.

Set Up an Invoice Approval Process

Vantagepoint comes with a Default invoice approval process. To set up a new process, select +New Invoice Approval Process on the Invoice Approval Process form. Enter an identification code and description for the invoice approval process and complete the fields in the grid.

Alert Configuration Dialog Box

Use the redesigned Alert Configuration dialog box to specify how the notification center alert for the action is delivered to a role--by sending an email message, by displaying the alert in the Notification Center, or both. You can customize the alert text and include fields that prefill with values. If you are displaying alerts in the Notification Center, use the Language option to select the language for the alerts.

Sign or Certify Mobile Time & Expense Submissions

Mobile Time & Expense supports the new Vantagepoint setting that prompts employees to certify the accuracy of their timesheet or expense report submissions by tapping a button instead of using a PIN code, fingerprint, or face ID. Administrators can enable this feature in Time Settings and Expense Report Settings in the Vantagepoint browser application. Set the Electronic Signature When Submitting option to either Click to Certify or Password Required and then use the Electronic Signature Text field to enter the text or message that you want to display for employees before they submit timesheets or expense reports.

Touch Server Upgraded to PHP 8.3.12

The Touch Server for this version of the Vantagepoint mobile applications has been upgraded to support PHP 8.3.12.

Vantagepoint 2025.1 Opt-In Features

The following features are available on the Opt-In Features form in Vantagepoint 2025.1:

• Payroll: Quarterly Processing

• Reporting: Warn Before Printing Large Reports

• Settings: Invoice Approval Process in the Browser

• Utilities: Refresh Project Report Summary Table Optimizations

Former Opt-In Features That Are Standard Features in Vantagepoint 2025.1

The following Vantagepoint features were previously opt-in features. They are automatically enabled for all users, starting with the 2025.1 release:

• Purchasing: Create Voucher from Purchase Order (Create VO from PO)

• Purchasing: Request for Price Quote

• Transaction Center: Enhanced Row Level Validation (for Transaction Entry and AP Invoice Approvals)

• Hubs: Explicit Save in List View

Now that these features are considered standard, they are not listed on the Opt-In Features form in Settings > General > Opt-In Features. The (Opt-In Available) label and associated statement about opting in have been removed from Vantagepoint content about these features.

Important Note: If you upgraded from 7.0, 7.1, or 7.2 to 2025.1 and did not choose to opt-in to the Create Voucher from Purchase Order option, you must post or delete any in-progress desktop Create Voucher from Purchase Order files prior to upgrading to 2025.1. Failure to do so will result in the in-progress files being deleted and you will have to recreate them on the AP Voucher form.

 

Opt-In Features From Previous Vantagepoint Releases

The following features have been available on the Opt-In Features form since Vantagepoint release 7.1:

• Login & Navigation Menu: Use OpenID Connect SSO Provider for Authentication

• Notification Center: Read/Unread Notifications

• Planning: Sub Assign in Planning

• Reporting: Schedule Reports using a Direct API Call

• Payroll: Form W-2 Processing

• Plan: Plan Scenarios

• Purchasing: Purchase Template Editor in the Browser

• Screen Designer: Screen Designer Copy Property

• Utilities: Report Administration

• Utilities: User Activity

For more information, see the Vantagepoint 7.1 Release Notes and Vantagepoint 7.2 Release Notes.

Quarterly Processing in the Browser Application (Opt-in Available)

The Quarterly Processing form is now available in the Vantagepoint browser application. Use the form to generate a valid quarterly electronic reporting file for U.S. state payroll taxes.

You can choose to opt in to this feature for the Vantagepoint 2025.1 release. The ability to opt-in is temporary and will be removed when the feature becomes automatically enabled for all users as part of the release. For more information, see Opt-In Feature Overview.

To enable this feature, navigate to Settings > General > Opt-In Features and enable Quarterly Processing. (If you do not enable the feature in the browser application, you can access it in the desktop application, in Payroll > Quarterly Processing.)

In Payroll » Quarterly Processing in the browser application, the Quarterly Processing form provides:

• Design elements used in the browser application user interface, for a unified look and feel

• Common search functions, similar to those used in the hubs

• On the Overview tab, fields and options that you use to specify common information for a state's quarterly processing file

• On the Miscellaneous tab, any pertinent state-specific fields and options; for example, for California, you can specify a branch code and wage plan

• The Edit action, which you use to open the Quarterly Processing Editor; you can then edit employee information for a state’s quarterly processing or exclude an employee from quarterly processing

• Actions that you use to generate the work file for a specific state or for all states

Improved Performance for Project Searches

Searches are now processed in less time when you search for projects using various organization levels. To improve the performance of your saved SQL Where Clauses searches that include organization levels, replace organization level substrings in the searches with the new organization level columns.

Cross-Company Approval Review for Purchasing Forms When You Use Multiple Companies

In the Purchase Order grid of the Approval Center form, you can now use the Company Name column to see all purchase orders that are eligible for approval review across all active companies that you have access to. You can filter on this column, which displays the name of the company associated with each purchase order. If you change the active company on the Approval Center form, the purchase orders list in the grid remains the same.

Track Corporate Travel with New Report

You can now create an Expense Line Travel Category Detail report and use it to track employee travel. You can also use this report to assess your corporate carbon footprint and Environmental, Social, and Governance (ESG) initiative status. For each travel expense, the report lists all related travel details. For more information, see Expense Line Travel Category Detail Report.

Warn Users Before Printing Large Reports (Opt-in Feature Now Available)

The Warn Before Printing Large Reports opt-In feature applies to on-demand and favorite reports that you run from My Stuff > Reporting. Use this feature if you want to receive a warning when you generate a report that might impact performance.

You can choose to opt in to this feature for the Vantagepoint 2025.1 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of the release. For more information, see Opt-In Feature Overview.

To enable this feature, navigate to Settings > General > Opt-In Features and enable Warn Before Printing Large Reports.

With this feature enabled: If you run a key report that exceeds 500 records, a warning message advises you of the potential for long run times that can impact performance. Key reports are listed in the table below.

List of Key Reports

Vendor Summary

Unbilled Detail and Aging

Activity Summary

Boilerplate Summary

Contact Summary

Employee Summary

Equipment Summary

Firm Summary

Marketing Campaign Summary

Office Earnings

Project Earnings

Project Progress

Project Summary

CRM Project Summary

User Defined Summary

For more information, see Enable or Disable Opt-In Feature and Run or Preview a Report.

Value Code in Field Settings and Grid Settings Dialog Boxes

In Screen Designer, you can now edit the Code field in the Value grid when you create a new user-defined drop-down field. After you save the new field, you cannot edit the Code value.

Comment History User Defined Field

In Screen Designer, you can now add the new Comment History user defined field as a field or grid column on forms. This field displays a portion of the most recent comment that was made for the record and a More… link. Click this link to display the Comment History dialog box and then add a comment or view existing comments. 

To add the new Comment History user defined field to a form, select the Comment History field type on the Add Field dialog box when you are working in Screen Designer.

Electronically Sign or Certify Timesheet Submissions

To enhance the timesheet submission process, administrators can now require that employees electronically sign their timesheets by selecting a checkbox, rather than by entering their Vantagepoint password, on the Confirm Electronic Signature dialog box.

In Settings > Time > Options, set the Electronic Signature When Submitting option to either Click to Certify or Password Required. If you require passwords, make sure that passwords are established on the Users and Password Policies forms in Security Settings.

When employees submit timesheets in My Stuff > Timesheet or My Stuff > Calendar, they must either select a checkbox or enter their password to acknowledge and certify the accuracy of their timesheet entries.

When you enable electronic signatures, Vantagepoint captures the employee's name and displays it on the Detailed Timesheet Report, Summarized Timesheet Report, Start/End Timesheet Report, and Timesheet Audit Detail Report.

Changes to the AP Vouchers Form

The user interface of the AP Vouchers form was modified to improve ease of use and make relevant data easily accessible.

Vouchered Amount Field

If you create a voucher from a purchase order, the Vouchered Amount field is now included on the AP Vouchers form (in Transaction Center > Transaction Entry > AP Vouchers). In the Project Information grid, the Amount field was renamed to Vouchered Amount.

The value of the Invoice Amount field must match the value of the Vouchered Amount field in the header of the AP Vouchers form. When you set the Show All toggle to On, the Vouchered Amount in the header displays the same value as the Total Vouchered Amount field in the Project Information grid.

You cannot directly edit the calculated value of the Vouchered Amount field. To modify this value, you can either change the value in the Amount field on the Purchase Order Quantity and Amounts dialog box or change the value in the Shipping Amount field on the Prorate dialog box.

Show All Toggle

You can now use the Show All toggle to control which line details display in the Project Information grid.

• If you set the Show All toggle to Off, the grid display details that are associated with the line item highlighted in the Purchase Order Line Items grid and the grid title reflects the highlighted purchase order item. 

• If you set the Show All toggle to On, the grid displays all the line items that are associated with the voucher and the grid title changes to Project Information for All Purchase Orders.

Defect 2123682: When you ran Revenue Generation with Projects that used a revenue method with a custom formula, and the custom formula had fields with "(incl. Add-ons)" and "(incl. Held and Add-ons)" label, an "Argument 'Index' is not a valid value" error message displayed.

Defect 2027002: This issue occurred if you use billing groups and the following applied:

• In Billing > Billing Groups, you set the Separate Terms option to Yes and set the Consolidate All Posting option to No.

• The main project of a billing group had Enable Posting by Billing Phase selected on the Fees tab in Hubs > Projects > Billing Terms. Multiple billing phases were correctly mapped to the inserted phase lines.

When you accepted an invoice in Batch Billing or Interactive Billing for the billing group, the entire fee amount of the main project was incorrectly posted to the first billing phase of the main project, instead of allocating the fee invoice amount correctly to each of the billing phases specified for the main project.

Defect 2259470: When you created a batch of invoices, you received the following error message: "Value cannot be null. Parameter name: SolidDocumentsLicense." This issue occurred when you selected the Email Invoices checkbox on the Invoice Creation tab for a batch and the invoice attached to an email mssage was an RTF file.

Defect 2172308: On the Interactive Billing form, when you changed the bill through period and bill through date, a Please Wait message should have displayed while the changes were processed. Now, the message displays.

Defect 2242774: On the Labor and Expenses tabs of the Interactive Billing form, when you transferred transactions that had been created in Vantagepoint using the History Loading utility, you did not receive a message to let you know that the transfers would not affect the general ledger and could cause reconciliation errors. Now when you transfer these transactions, you receive a message that provides this information.

Defect 2256804: When you approved an invoice, Vantagepoint reset the bill through date or period that were entered on the Billing Session Options dialog box. As a result, when the invoice was accepted, it did not reflect the dates that were entered for the billing session options when the invoice was approved.

Defect 2246144: When you closed a bank statement, Vantagepoint did not close the statement and displayed an error requiring you to post all of the in-process cleared amounts. This defect happened when the Enable In-Process Account option and the Summarize Electronic Payment Runs in Bank Reconciliation option were set to Yes in Bank Settings.

Defect 2215253: When you imported charges on the Credit Card Reconciliation form, you received the following error message on the Import Error Report: "Payment Amount is required." This issue occurred when you enabled multicurrency from a single currency database and the Payment Amount checkbox was disabled and could not be selected in Settings > Cash Management > Credit Cards.

Defect 2005781: In the Select Vouchers to Pay dialog box, you selected or cleared vendor vouchers that contained a large amount of unpaid detail lines. Vantagepoint froze and stopped responding.

Defect 2164408: When you processed two consecutive payment runs for the same bank, Vantagepoint duplicated the Payment Number. This defect happened when the following were true:

• You set Vantagepoint to assign numbers automatically for all payments in the Payments to AutoNumber field in Transaction Settings.

• In the first payment run, you processed both checks and EFT payments and Vantagepoint did not update the payment numbering correctly.

• In the second payment run, you processed only EFT payments and Vantagepoint assigned a Payment Number that was the same as the previous run.
  

Defect 2239265: When you tried to display a favorite report dashpart based on a custom report from a custom hub, or when the report path of the favorite report showed a different report name than the report type, the dashpart was not displayed on the dashboard.

Defect 2207358: When you viewed the Activities form in list view and then sorted a column that was a user-defined field specified to limit entry to values, you received the following error message: "Invalid column name 'desc_CustRegion'."

Defect 1763933: On the Activitiy tab, when you linked an activity to a large number of attendees, it caused performance issues in data binding.

Defect 2264853: On the Professional tab of the Employees form, when you entered a default value or selected the Maximize/Minimize icon, a comma was displayed in the Year field of the Education grid. (Now a comma is still displayed in Screen Designer, but you do not see one in the Year field of the Education grid.)

Defect 2205175: This issue occurred when the project level and its sublevels (phases or tasks) in the work breakdown structure have different companies. When you created billing terms for a phase or task, the values that populated for the sublevel did not come from its assigned company's default terms.

Defect 2179005: When you deleted a phase or a task for a project in the Projects hub, Vantagepoint did not update the budget information in the Labor Budget and Expense Budget table. As a result, on the Financials grid in the Project Review form, the deleted phase and task for the affected project were still included in the ETC/EAC Budgeted Billing amounts.

Defect 2200808: When you attempted to edit the Contract Details grid on the Contract Management tab, the screen scrolled back to the tasks above the WBS1, which resulted in an incorrect calculation for the contract total.

Defect 2257618: This issue applies if you use multiple currencies with a single company database. When you enabled Include in Fees for a contract in the Contract Management grid of the Contract tab and saved the change, you received this error message: "To include a contract in fees, you must first fully distribute the contract amounts to the lowest work breakdown structure level using the contract details grid."

Defect 2115788: When you opened the Plan Settings dialog, the "Labor Codes are not in use on this plan" message displayed, even if the Labor Code was not enabled or used in the database.

Defect 2142769: When you, on the Schedule tab of the Plan form, displayed a plan that has multiple phases and tasks with multiple dependencies in the different work breakdown structure (WBS) levels, a performance issue occurred.

Defect 2203817: When you selected Other Actions > Plan Settings in and the database had a large number of Billing Rate tables available for Planning, an 'Error during serialization or deserialization using the JSON JavaScriptSerializer' message displayed."

Defect 2240512: When you expanded the Acceptance Phase project level/resource, it returned two task rows. If the first task had a 0 EAC Cost Multiplier, the system interpreted the field as an integer instead of a decimal.

Defect 2068886: When you created new projects, the calendar panel for date selection displayed multiple times even when you were not editing date fields.

Defect 2076438: When you created a new regular project with a linked promotional project by copying another project, the labor revenue method did not copy correctly.

Defect 2088077: When you added a Primary Contact who was already an existing team member with a specified role for the linked promotional project, you received a 'Violation of Primary Key constraint' error message.

Defect 2142223: When you created a promotional project from a regular project with the Create a Linked Promotional Project option selected, the values in the Won/Lost Date and Won/Lost Reason fields were incorrectly synced to the promotional project.

Defect 2186747: A performance issue occurred when you expanded the WBS levels on the Edit Project Structure form and the WBS levels in the project had numerous milestone dates.

Defect 2209262: When you exported the Project list view from the Projects hub, the Sublevel, Key, and ParentID fields were included even when they were not part of your column selection.

Defect 2221752: When you reloaded the Projects form after you rearranged the columns in the Milestones grid on the Dates & Costs tab, Vantagepoint reverted the grid columns to the original order.

Defect 2222296: On the Files & Links tab of the Projects form, this issue occurred when you uploaded a file containing Chinese characters. As a result, when you saved the file with Chinses characters in the filename, the characters were converted to '????".

Defect 2275617: If you ran an advanced search with Show Results set to Project and View Mode set to Tree, and you then used the grid column search filters in the list view, the grid displayed results based on WBS1 level instead of all WBS levels.

Defect 2158319: When you deleted a user defined hub with a grid for attached files, the records in the grid were not removed from the FW_Attachments table in the database.

Defect 2173110: When you updated a user defined hub record in a database with multiple currencies enabled after user defined hubs creation, you received a "Currency is Required" error message. This was due to the customcurrencycode field not showing in Screen Designer after you enabled multiple currencies.

Defect 2202966: This issue applies if you have multiple companies in Vantagepoint. On the main toolbar in the browser application, when you selected a company with a company ID of "CON," Vantagepoint did not switch to the selected company.

Defect 2027762: When you added credit card charges to an existing expense report, negative entries were added on the Credit Card Charges pane.

Defect 2192559: This issue occurred with the Employee Labor Summary report. If you set the Timeframe option to Date Range and tried to run the report from the Favorites tab, the report did not run.

Defect 2226674: When you viewed the Project List report, the Phone column displayed the firm's phone number instead of the contact's business phone number.

Defect 2215269: When the Navigation menu was hidden or collapsed, if you did not first select the Favorites (star) icon, the submenu did not display when you clicked the menu icon.

Defect 2177861: In the Payroll email remittance, the text displayed [Product Short Name] instead of Vantagepoint.

Defect 2077012: When you used data import to enter purchase order records and attempted to use the Ship To address override from other companies, line items did not display when you printed the purchase order.

Defect 2091258: When security rights for the P.O. Number field were locked for your role in Screen Designer, you received the following error message when you tried to create a purchase order: "The given key was not present in the dictionary."

Defect 2041843: This issue occurred if your security role had access to the Purchase Requisition application, but not to the Purchase Orders and Purchasing and Inventory applications or settings. On the Purchase Requisition form, if you added a line item to the Line Items grid and clicked the UOM (Unit of Measure) option, the UOM description and code did not display.

Defect 2109650: Approved item requests that were created in the desktop application did not appear in the browser application. The approved item requests only appeared when you created another item request, However, the purchase quantity for the second item request reflected the supposed value from the first item request.

Defect 2202948: When you tried to filter options for a project on the Purchase Acquisition and Price Quote report, the report returned inconsistent results.  

Defect 2128700: When you viewed entries in the the Select Resources dropdown list, the old photo of a terminated employee still displayed.

Defect 2291044: This occurred in saved searches with multiple search criteria if you deleted (blanked out) the value for any row other than the last row, saved the search settings, and then added more search criteria to that saved search again. After resaving, some of the search criteria that you added were deleted.

Defect 2153957: When you set a revenue method code to "CON" on a user defined revenue method form, the custom revenue method could not be edited and the Custom Formula field was blank in the Revenue Methods dialog box.

Defect 2163070: This issue applies if you use multiple companies. On the General tab of the Payroll Setup form in the desktop application, when you changed the value in the Payroll Liability Organization if not Distributing field for a company, the new value was incorrectly applied to all other companies in your enterprise.

Defect 2258163: On the Record Access tab, if your security role's record level access was set to Read Only for the Users application, you were unable to update your preferences on the My Preferences dialog box.

 

Note: Although a comma appears in Screen Designer, it will not appear in the Year field on the Education grid.

Defect 2259838: On the Record Access tab, when you selected numerous field values for one or more grouped fields in a project search, you could not use the vertical scroll bar to scroll down to the last field parameter.

 

Defect 2215299: On the Time Groups form, you should not have been able to modify the group codes in the Group column.

Defect 2262667: When you used Bulk Update in an enabled application, the associated workflow updated only the first record instead of updating all selected records.

Defect 2206442: When you selected an active account in the Project Information grid of an AP invoice approval and you submitted the record, the process failed. This defect happened if you set to display a warning message for the selected account when it used for data entry in Settings » General Ledger » Options.

Defect 2224867: The error occurred when Use Files to Group Transactions was not enabled in Settings > Accounting > Transactions. When you opened the Grid Settings dialog box in Transaction Center > Transaction Entry > AP Disbursements or AP Vouchers, the Vendor column was missing.

Defect 2268223: When creating a new AP Vouchers transaction, you copied a line item with a tax associated to it from an existing AP Voucher. Vantagepoint doubled the tax amount in the current transaction and when you selected the tax amount in the Project Information grid, two identical rows displayed in the Tax Codes dialog box.

Defect 2206262: When you ran the Search and Replace utility and used a user-defined field in the employee search, or in the employee record level access in Role Settings, you received the following error message: "Internal server error."

These Connect defects have been fixed and apply to all previous versions of Vantagepoint that support Connect (you do not need to update Vantagepoint to this MR to get these updates).

25 January 2023 Software Issues Resolved

• VNTGPNT-1870: An email message was duplicated on the second synchronization when it was saved via the Add-in or Quick Log in read-only mode.

• Gmail Add-in:

• VNTGPNT-1878: There was no parsing for events and errors in the Console.

• VNTGPNT-1886: The login form was reset every time there was a page reset or errors occurred in the Console.

• VNTGPNT-1888: All time slots were shown as available when you used the Suggest Meeting Times link.

• VNTGPNT-1890: An endless Add-in initiation occurred for meetings.

16 February 2023 Software Issues Resolved

• VNTGPN-1843: A sync error occurred on the second synchronization session for recurrent appointments.

• VNTGPNT-1877: The links that you created using the Quick Send Availability and Quick Log Emails contained no available time slots.

• VNTGPNT-1896 and VNTGPNT-1897: An endless "Loading data from Vantagepoint" message displayed when the email message in compose mode contained an employee as a recipient.

31 March 2023 Software Issues Resolved

• VNTGPNT-1873: Performance has been improved when you change the user's Connect group in Connect Administration.

• VNTGPNT-1892: When you used the Send Availability feature, the Finish button was disabled if the Suggest Meeting Times option had previously been opened.

• VNTGPNT-1894: The body of the email message had extra line breaks when saved to the activity's Notes field.

• VNTGPNT-1901: Images that were in the email message body (for example, logos in the email signature) were automatically selected to be added as file attachments on the activity. Inline images are no longer selected by default to be added as attachments when you create an activity from an email.

25 April 2023 Software Issues Resolved

• VNTGPNT-1905: When you used Connect for Gmail, contacts that were included in an email were sometimes not automatically suggested by the add-in. When you searched for the contact and clicked Log Email, you received the following error message: "The remote server returned an error: (400) Bad Request."

12 July 2023 Software Issues Resolved

• VNTGPNT-1930: When you clicked Log Email in Gmail, the email body would not be included in the Vantagepoint activity notes for some emails.

• VNTGPNT-1936: When you created a contact in the contextual pane, the form incorrectly included a required field for ContactID.

20 July 2023 Software Issues Resolved

• VNTGPNT-1907: When you completed a save through the Gmail extension, the event was sometimes not synchronized.

• VNTGPNT-1918: When the Add-in was used to save an email that had 10 or more attachments, the following error message displayed: "The maximum number of records that can be shared was exceeded."

• VNTGPNT-1953:The Google Extension was missing for the Google Calendar.

• VNTGPNT-1941: The business address was being incorrectly added to the contact notes even if it matched the firm address. The business address is now added to the notes only if a matching firm address cannot be found.

1 August 2023 Software Issues Resolved

• VNTGPNT-1960: If you did not have access rights to upload attachments in activities and you added an email with attachments through Connect, the attachment was incorrectly added to FILESTREAM but was not attached to the activity. When an attachment is not associated to an activity, the attachment is now deleted in order to prevent orphaned files.

15 March 2024 Software Enhancements

• Adaptive Sync Session Interval Calculation: This new feature provides a recurrent background two-way data exchange between your email account (on an MS Exchange, Office 365, or Gmail server) and Vantagepoint. The sync sessions are automatic and provide data mirroring between your email/calendar items and ttheir matching Vantagepoint objects. The synchronization uses an adaptive technology that determines the frequency of occurrence, depending on your work practices and how often you are actively changing data.

15 March 2024 Software Issues Resolved

• VNTGPNT-1854: OAuth impersonation is now supported. The maximum security 0365 OAuth 2.0 is now used as the only method for Exchange Impersonation service accounts data access authorizing for Office 365 mailboxes. All existing customers who use such impersonation accounts must re-authorize access using 0365 OAuth. This switch is required because the former impersonated access authorization method with login and password credentials entry was disabled by Microsoft in 2021. Please refer to https://revenuegrid.atlassian.net/browse/SFCC-15766 for more details.

• VNTGPNT-1957: The Connect Add-in reloaded when there was a failure of office js. After reloading, the following warning displayed: Add-in was reloaded due to fail of Microsoft service.

• VNTGPNT-2025: In Vantagepoint, the Filestream File Size can be set to a maximum of 50MB, but in the Connect Add-In, current product logic limited the maximum size of the attachment to 5MB. When you synchronized with the Connect Add-in, a Service Attachment MaxSize warning displayed. Deltek requested the ability to control the logic for the Vantagepoint Connect Add-in so the file size can be set to a maximum of 50MB.

• VNTGPNT-1837: In the Connect Add-in, when you selected an email that included employees, selected the employee card, and clicked Employee Details, the Cost Method field was displayed and required. When employee details were then edited, an error occurred because the Cost Method field should not have been displayed as it is not available in the Vantagepoint application. There were also Accounting fields that displayed as available that should have been disabled.

• VNTGPNT-1915: In the Connect Add-in, if you selected an email that had contacts with associated projects and you clicked the Project Details button, the Project Details dialog box displayed Accounting fields even though Accounting fields should not display on the Project Details dialog box.

• VNTGPNT-1954: In the Connect Add-in, when a contact was created and a firm was specified, the State for the contact firm’s address was incorrect and did not match the State that was specified in the Vantagepoint application.

• VNTGPNT-1971: An Http Status Code was BadRequest but Expected Created issue occurred due to incorrect processing of the Project ID during synchronization.

• VNTGPNT-2006: In Utilities » Integration » Connect, an undefined error message displayed when you clicked the Export to CSV option on the Platform Settings » Sync Issues menu and on the Sync Issues tab in Administration » Profiles.

• VNTGPNT-2015: In the Connect Add-in, when you created a contact record, you were incorrectly required to associate a Firm/Client.

• VNTGPNT-2023: In the Connect Add-in, some recurrent events were losing the Vantagepoint categories after being synchronized even though the corresponding recurring events were still present in the Vantagepoint application.

15 April 2024 Software Issues Resolved

• VNTGPNT-2129: You could not log in to Vantagepoint from Connect because the Database field was empty on the login screen of the contextual pane.

5 August 2024 Software Enhancements

• VNTGPNT-2160: Added additional logging for expected responses from the Vantagepoint API.

• VNTGPNT-2169: The OpenID authorization was added into the Connect Add-in.

5 August 2024 Software Issues Resolved

• VNTGPNT-2165: A "Something went wrong" error message was randomly occurring.

• VNTGPNT-2167: A "Something went wrong" error message displayed on the Connectivity tab of My Sync Status.

• VNTGPNT-2168: Activities were duplicated in Vantagepoint during synchronization after being saved to Vantagepoint via the Connect Add-in.

28 February 2025 Software Issues Resolved

• VNTGPNT 2309: Prevent system administrators from creating a new user if that user exists in another database. Connect will display a list of databases (URLs) where that user exists, and you must remove the user from the other database before proceeding. If that database no longer exists, please contact Support for assistance in removing the user.