View Error Logs of Analysis Cubes Refresh

Use the new Logs tab on the Analysis Cubes form in Settings > General > Analysis Cubes to display errors that occurred during an Analysis Cubes refresh.

The logs display which database table was involved, the time and date when the Analysis Cubes refresh started and ended, and access to the Error Log Details dialog box that displays the detailed description of the error.

Update GET PSA General Ledger Data API Endpoints

 

The General Ledger Data API Endpoints have been updated to add the PostDate field for all transaction types. This update ensures seamless integration and data synchronization between different platforms.

Create Application Workflows for Timesheets

Vantagepoint now enables you to set up application workflows that run each time you save timesheets in the browser application and in Mobile Time & Expense. In Settings » Workflow » Application Workflows, set Area to Timesheets, click + Add Workflow, and then set Workflow Type to At Save. Use the Actions grid to associate stored procedures or webhooks with the workflow.

Before you create application workflows for timesheets, make sure that there are no active web services configured for timesheets in Settings » Workflow » Web Services.

List View Has Been Added to Billing Terms (Opt-In Available)

You can now open list view in Billing Terms using the list view icon in the search navigation controls at the top of the Billing Terms form. With the list view grid, you can easily compare, update, and save edits to billing terms for multiple projects without needing to open individual project's billing terms.

This is an opt-in feature that you turn on in Settings » General » Opt-In Features. You can turn it off at any time.

The Bulk Update feature is not available in list view for Billing Terms at this time.

Some fields from detail view are not included in list view. For a list of these fields and more information about Billing Terms list view, see the list view description in Header Fields for the Billing Terms Form.

User-Defined Hubs Dashpart Bases in Dashboards

You can now create a dashpart with a user-defined hub dashpart base, and add that user-defined dashpart to your dashboards. To use this feature, you need to enable the Accounting and CRM Plus modules.

When you create a new dashpart, you can select the user-defined hub in the Dashpart Base field on the Add New Dashpart dialog box. Then, you can configure the user-defined hub dashpart as a table, chart, or KPI dashpart type just as you would for other hub related dashpart bases. When you edit or configure a user-defined hub dashpart in the Dashpart Designer, all applicable Dashpart Designer functions are available.

Role-based access rights are also applied to the user-defined dashpart base. You configure access to each user-defined dashpart base and its respective columns on the Access Rights tab of Settings > Security > Roles. 

New Predefined Dashparts

The following new, predefined dashparts are available for dashboards if the Accounting module or the PSA module is enabled. These new predefined dashparts use the AP Detail dashpart base:

• Accounts Payable Detail by Vendor: Use this predefined dashpart to display invoices entered for all active vendors.

• AP Outstanding: Use this predefined dashpart to display the total outstanding balance for vendor invoices with an outstanding balance.

• AP Overdue Invoices: Use this predefined dashpart to display invoices with a balance due to pay before today.

• Payables Due Next 30 Days: Use this predefined dashpart to display the outstanding balance of Payables with an Amount due in the next 30 days.

• Vendor Invoice Aging: Use this predefined dashpart to display aged unpaid invoices by days outstanding ranges, starting with today's date.

The following new Deltek Clarity predefined key performance indicator (KPI) dashparts are available if the Accounting, PSA, Resource Planning, or CRM module enabled. These predefined dashparts displays the respective Deltek Clarity Study metric as a KPI dashpart:

• Clarity Average Collection Period

• Clarity Capture Rate

• Clarity Net Labor Multiplier

• Clarity Operating Profit on Net Revenue

• Clarity Overhead Rate

• Clarity Total Payroll Multiplier

• Clarity Utilization Rate

• Clarity Win Rate

The following new Deltek Clarity predefined chart dashparts are available if you only have the CRM and CRM Plus modules enabled. The following predefined chart dashparts displays your company's metrics, the average metric for businesses in the Deltek Clarity Study, and the average metric of high performing businesses in the Deltek Clarity Study:

• Actual Capture Rate and Deltek Clarity

• Actual Win Rate and Deltek Clarity

New Predefined Dashboards

• AP Detail: This predefined dashboard is available if the Accounting module or the PSA module is enabled. Use this predefined dashboard to display data on your accounts payable. This predefined dashboard includes the following predefined dashparts:

• Accounts Payable Detail by Vendor

• AP Outstanding

• AP Overdue Invoices

• Payables Due Next 30 Days

• Vendor Invoice Aging

• Deltek Clarity: This predefined dashboard is available if the Accounting, PSA, Resource Planning, CRM, and/or CRM Plus module enabled.

Use this predefined dashboard to view key metrics from the latest Deltek Clarity Study. The metrics from the Deltek Clarity Study reflect the current industry trends and you can use that information to compare it with your company's performance.

The predefined dashparts that are displayed on this predefined dashboard depends on your enabled modules. If the Accounting, PSA, Resource Planning, or CRM module is enabled, these predefined dashparts are displayed on the Deltek Clarity predefined dashboard:

• Clarity Average Collection Period

• Clarity Capture Rate

• Clarity Net Labor Multiplier

• Clarity Operating Profit on Net Revenue

• Clarity Overhead Rate

• Clarity Total Payroll Multiplier

• Clarity Utilization Rate

• Clarity Win Rate

If the CRM and CRM Plus modules are the only enabled modules, the following predefined dashparts are displayed on the Deltek Clarity predefined dashboard:

• Actual Capture Rate and Deltek Clarity

• Actual Win Rate and Deltek Clarity

Deltek Clarity Study 2025 in Dashboards

The metrics from the 2025 Deltek Clarity Study based on 2024 fiscal year data are now available in Dashboards when you create dashparts with the Deltek Clarity dashpart base and/or add Deltek Clarity metrics in applicable dashparts with the Get Deltek Clarity option in Dashpart Designer.  

Existing dashparts using the Deltek Clarity Year date range option on the Date Ranges dialog box and Grouping Options dialog box are automatically updated to include 2024 as the current Deltek Clarity Year. In dashparts with the Year column, if you configured the column filter settings and enabled the Include future Clarity years in filter option on the Filters dialog box, the year 2024 is automatically added to the Year filter.

New Columns for the Project Dashpart Base

The following columns were added to the Project dashpart base. Use these new columns for sorting and grouping dashparts by project opened and won/lost dates:

• Year Opened

• Year Won/Lost

• Year Won

• Year Lost

• Quarter Opened

• Quarter Won/Lost

• Quarter Won

• Quarter Lost

• Month Opened

• Month Won/Lost

• Month Won 

• Month Lost

Retain Filters Applied to Dashboards

You can now enable the new Remember Filter by User option in the Dashboard Options form to retain the filters that were applied in the Find <Record Type> field in dashboards. When you enable the Remember Filter by User option for a dashboard, the filters that you configured in the Find <Record Type> field are retained for that dashboard even if you navigate to other dashboards or other areas in Vantagepoint.

New Column for the Employee, Firm, and Account Dashpart Bases

You can now add the new Comment History user defined field as a column for the Employee, Firm, and Account dashpart bases in table dashparts. This column displays comments that were 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.

New Health Check Feature in Dashpart Designer 

The Dashpart Designer now includes a Health Check toolbar option. Use this feature to check for potential performance issues in your newly created or updated dashparts. When you run a health check, Vantagepoint simulates the dashpart display speed and provides recommendations for performance improvements, such as applying filters or adjusting grouping settings. This feature helps you optimize your dashparts for faster and more efficient display in dashboards.

Updated Process for Importing Dashparts from a DPT File

When you import dashparts in Dashboards, instead of importing all the dashparts in a DPT file, you can now select the specific dashparts to import. 

On the Import Dashparts dialog box, after you select a DPT file and click Import. Then use the new Select Dashparts for Import dialog box to select specific dashparts to import from the DPT file.

Drill To Dashpart Settings Included in Imported and Exported Dashparts

When you import or export dashparts in Dashboards, the drill to dashpart settings of the dashparts are now included.

Document Automation 

You can now insert selected text and images from Document Templates or the Projects hub at runtime, offering greater flexibility and customization for your templates. You can select images from the Links grid or other files, as well as insert text blocks or descriptions from the Descriptions grid, allowing both short and long formats.

Guide Name Change

The Deltek Vantagepoint Corpay Integration and Vendor Payments guide has been renamed to Deltek Vantagepoint Payments: AP Automation – Integration with Corpay. The integration process between Vantagepoint and Corpay has not changed.

Vantagepoint Email Logging

Vantagepoint now provides email logging functionality for all sent email messages. All successfully sent email messages are stored in the database for 90 days. To access the email log, select Settings » General » Email Log from the Navigation Menu.

Replaced SMTPClient with MailKit for Improved Email Support and Performance

 

Deltek has replaced the SMTPClient with MailKit for broader protocol support and improved performance. Microsoft .NET no longer supports the SMTPClient protocol.

Please test outgoing email scenarios from Vantagepoint to track and validate that your email set up is working correctly.

Touch Server Upgraded to PHP 8.4.5

The Touch Server for this version of the Vantagepoint mobile applications has been upgraded to support PHP 8.4.5.

Date Range Option Added to the Find Activity in This Time Frame Field 

On the Options tab for the Expense Detail, Labor Detail, and Project Detail reports, you can now locate activities using the Date Range option in the Find Activity in This Time Frame field. 

When you select Date Range, the report uses the start and end dates to locate all activities within that range, as specified in the Time Frame option. When you generate the report, the activity data returned should match the date range. 

Vantagepoint 2025.3 Opt-In Features

The following features are now available on the Opt-In Features form in Vantagepoint 2025.3:

• Billing Terms: Billing Terms List View

• Settings: Custom Report Options

• Payroll: Payroll Utilities

For more information, see Opt-In Features Overview.

Former Opt-In Features That Are Standard Features in Vantagepoint 2025.3

The following Vantagepoint features were previously opt-in features. They are automatically enabled for all users, starting with the 2025.3 release:

• Document Automation: Project Document Templates

• Login: Use OpenID Connect SSO provider for authentication

• Notification Center: Read/Unread Notifications

• Payroll: Form W-2 Processing

• Payroll: Quarterly Processing

• Purchasing: Purchase Template Editor in the Browser

• Reporting: Schedule reports using a direct API call

• Reporting: Warn Before Printing Large Reports

• Screen Designer: Screen Designer Copy Property

• Settings: Invoice Approval Process in the Browser

• Utilities: Refresh Project Report Summary Table Optimizations

• Utilities: Report Administration

• Utilities: User Activity

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.

Export to Payroll Services Option Added to the Export to Pay Feature

You can now use the Vantagepoint Payroll > Export to Pay interface to export Vantagepoint timesheet data to the third-party Payroll Services applications. For details, see Export to Payroll Services.

Customizable Contract Management Grid in Screen Designer

You can now add columns based on user-defined fields to the Contract Management form (Hubs > Projects > Contract Management), on the Contract tab, in the Contract Management grid. To do this, complete the following steps:

1. Make the user defined column available for the grid:
   To do this, use the +Add Column option on the Grid Settings dialog box of Screen Designer. After adding the user defined columns, save and close Screen Designer.

2. Select the user defined columns:
   Go to the Grid Settings dialog box of the Contract Management grid and move the user defined columns from the Available Columns list to the Selected Columns list.

Default columns remain uneditable in the Grid Settings dialog box of Screen Designer. Also, user defined currency related columns are not influenced by the Contract tab's currency options. And lastly, user-defined columns that are displayed on the grid are also available for workflow creation.

Personalized Report Options for Custom Reports Available in the Browser Reporting Application

 

Now, you can create personalized report options for any custom report in the Reporting application. For example, you can specify custom options for a Contact or Contact List report and subsequently select a Contact report in the Reporting application, the additional options that you specified display on the Custom Options tab for that report. In addition, you can also use the Custom Options tab of a custom report to modify the custom report options that you have specified.

For more information, see the Custom Report Options Form (Browser) help topic.

Date Range Option Added to the Find Activity in This Time Frame Field

On the Options tab for the Expense Detail, Labor Detail, and Project Detail reports, you can now locate activities using the Date Range option in the Find Activity in This Time Frame field.    

When you select Date Range, the report uses the start and end dates to locate all activities within that range, as specified in the Time Frame option. When you generate the report, the activity data returned should match the date range.

Enhanced Search and Download Feature Enables You to Save Your Search Criteria Settings

 

Use the new Saved Options feature on the Search and Download dialog box to save your personal search criteria settings for a report. Your saved search criteria settings will subsequently default to these options each time that you use the Search and Download feature for that report. 

When you save your search criteria options, Vantagepoint remembers your selections and validates search criteria selections for the report used in Search and Download. To remove your saved options and restore the original settings, use the Restore Defaults option. 

Role View for Fields in Screen Designer

When you edit fields in Screen Designer, you can now use the new View As Role field to view a role's field-level access for a form. When you select a role in the View As Role field, icons are displayed beside the field, option, and grid labels to indicate the role's access details. 

For columns in grids, the icons are displayed beside the Columns Properties label as you select a column on the Grid Settings dialog box. For compound fields, the icons are displayed beside the Field Properties label as you select a field on the Field Settings dialog box. 

Refer to the icon legend at the bottom of the Field Properties pane for the details.

Advanced Search Enhanced to Allow Grid and Record Selections Across Multiple Hubs 

With the appropriate role security, you can now use the Advanced Search feature to select grids and field records across multiple hubs. You can also distinguish between fields that share the same attributes, but are associated with different hubs (for example, Project Status versus Firm Status). 

For more information, see the Set Up Role Security Access for Cross Hub Searches and Search Vantagepoint Quick Reference help topics. 

Field Level Record Security Now Required to Access Search Criteria for Saved Searches

 

Now when you run a saved search, if your security role does not have access to either the appropriate record-level security or cross-hub searching, Vantagepoint displays a warning message indicating that you cannot view or update search criteria. To change the search criteria, you must create a new search. 

Enter Overtime Hours and Second Meals in Timesheets

The Timesheets form now automatically displays the Overtime, Overtime-2, Meal-2 Start, and Meal-2 End fields when you enter timesheet hours. These fields display if your administrator enables entry of overtime and secondary overtime hours, enables meal breaks, and specifies that you can enter start and end times for meal breaks.

New Option to Automatically Default to the Current Timesheet

You can now specify that the current timesheet displays each time that you navigate to the Timesheets form. On the Timesheets form, set Other Actions to Timesheet Settings and select the Automatically Default to the Current Timesheet checkbox. This option displays the current timesheet period based on today's date and indicates whether or not the timesheet period's status is set to Open in Settings » Time » Time Periods.

• If the present date falls between two timesheet periods, the timesheet period with the earliest end date displays.

• If the current timesheet period does not exist or does not have an Open status, Vantagepoint displays the previously viewed timesheet record.

User Defined Fields on Journal Entries Transaction Entry

On the Journal Entries transaction entry form, you can now add a user-defined field that you created in the Settings » Accounting » Transactions. This enhancement allows for greater flexibility and customization in managing your accounting transactions.

User-Defined Fields in Transaction Settings

After you add the custom field in the Transaction Types Using User Defined Fields grid, you must select the new Journal Entries Transaction Entry option for the user-defined field that you want to appear on Transaction Center » Transaction Entry »  Journal Entries. Only Journal Entries transactions can have a user-defined field available when the record is created and when it is posted.

In addition, you can now make a user-defined field a required field. In the Transaction Types Using User Defined Fields grid, select the new Required option. If a user-defined field has a type of Numeric, Currency, or Checkbox, the Required option is disabled.

Similar to the other transaction types, you can add the user-defined field or edit its value in posted Journal Entries transactions on the GL Account Review form. To do so, select Journal Entries GL Account Review for the user-defined field in the Transaction Types Using User Defined Fields grid.

Adding User-Defined Fields in Journal Entries Transaction Entry

To add the user-defined field to Transaction Center » Transaction Entry »  Journal Entries, select the Grid Settings icon in the Project Information grid. On the Grid Settings form, select the user-defined field to move it from the Available Columns section to the Selected Columns section, and then select Apply. The user-defined field displays in the grid.

To enable users to enter or change the value of a custom field on the Journal Entries transaction entry form, you must do the following in the User Defined Fields for Transactions grid:

• If you have multiple companies, log in to the active company (where the Journal Entry transaction is created) and select the Journal Entries Transaction Entry option for the user-defined field.

• Set the user-defined field to Active.

Transferring Billing Transaction Details

In Billing » Interactive Billing, the user-defined field is one of the transaction details that you can transfer from one project to another, or transfer within a single project, if you first do the following in Transaction Settings:

• Select the Journal Entries Transaction Entry option for the user-defined field.

• Set the user-defined field to Active.

You can only move the Journal Entries transaction details to another project or within the same project. You cannot modify the value of the user-defined field.

Importing Journal Entries Records in the Browser Application

You can now import Journal Entries transaction records into Vantagepoint by using the Data Import utility in the browser application. You can still use the Import utility (Utilities » Desktop Import) in the desktop application for this purpose.

To import Journal Entries transaction records, in the browser application, navigate to Utilities » Imports & Exports » Data Import, and select Journal Entries in the Search field. Next, select the Upload File action and upload a comma-separated values (CSV) file or text file that contains the records. Vantagepoint creates a sample set of up to 10 records and attempts to map the file column headers to database fields. Update the data mapping, if needed, and then select the Validate and Import action. You can fix errors before you import the records into Vantagepoint, or you can proceed with importing all validated records and then address errors at a later time.

After the import, you can view the Journal Entries transaction records in Transaction Center » Transaction Entry » Journal Entries.

Customize your Vantagepoint Menus

Use the new Menu Designer to rearrange the menu items and create new custom menu items in the Navigation pane.

Help > About Shows Deployment Information

Click Help » About to show relevant information about your cloud or on-premises deployment.

Deltek Learning Hub

You can now access relevant information from the Deltek Learning Hub when you access help from any Vantagepoint screen.

Enhanced Data Entry with Numeric Keypad

You can now use the ENTER key on the numeric keypad for both top and bottom fields when you enter an invoice. This update eliminates the automatic selection of Suppress Bill when you press the Enter key, making data entry more efficient. The behavior of the ENTER key on the keyboard remains unchanged. The updated keyboard shortcuts dialog box guides you through the new functionality.

Vantagepoint Displays Application Name Whenever You Create a New Browser Tab

You can now easily differentiate among multiple browser tabs when you open a new tab. Each new tab displays the application name in parentheses, for example Vantagepoint (Projects) or Vantagepoint (Billing Terms).

Correct W-2 Quarter and Year Utility in the Browser Application (Opt-In Available)

You can access the Correct W-2 Quarter and Year utility in Utilities > Updates > Correct W-2 Quarter and Year of the browser application if your administrator enables the Payroll Utilities opt-in feature in Settings > General > Opt-In features. You can use the fields and options in this utility to update the W-2 quarter and W-2 year for a payroll posting. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all Vantagepoint users in a future release.

Payroll Utility in the Browser Application (Opt-In Available)

You can access the Payroll History Loading in Utilities > History Loading > Payroll of the browser application if your administrator enables the Payroll Utilities opt-in feature in Settings > General > Opt-In features. This utility records information for employee payroll postings during the current quarter and year. You can use the fields and options in this utility to enter historical payroll data for employees, including wage amounts, withholdings, and contributions. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all Vantagepoint users in a future release.

New Options on the Projects Organization (Key Conversions) Form Improve Accuracy of System Audits and Reports 

A new, simplified posting process for GL adjustments is now available in Utilities > Key Conversions > Projects Organization (Key Conversions). The new Post GL Adjustments column provides the following options: 

• Current Period: Select this option to sum and post GL adjustments for all selected projects to the General Ledger for the current period. 

• Each Period: Select this option to sum and post GL adjustments for all selected projects to the General Ledger for the same periods as the original entries. This option makes the change in every past period, not just the current period. 

For more information, see the Contents of the Projects' Organization Form (Key Conversions) help topic. 

Queue Manager Form Grid Improvements

The Queue Processes grid on the Queue Manager form in Utilities » Process Server now includes options that you can use to expand the grid to a full-screen display, filter the grid results, and export the grid contents to a comma-separated values (CSV) file.

Defect 2333037: When you entered a username with spaces as one of the name's characters and used Ask Dela, you received this error: "user_id contains invalid characters."

Defect 2295728: This issue occurred when you were accepting an invoice. In the Project Detail grid on the Invoice Accept dialog box after you copied a row and you changed the task and amount for the newly created row, you were unable to delete the original row that you copied.

Defect 2347111: This issue occurred if you have the Enable Ask Dela (A Generative AI Feature) checkbox selected in Settings » General » Options. When you tried to print an invoice in Interactive Billing, without first loading Billing Session options, you received a "Not Found" error.

Defect 2393429: This issue applies if you use multiple currencies. When you applied a partial hold for a transaction, the partial hold amount was not calculated correctly. If you transferred the partial hold to another project, it caused a tolerance if the billing/project currency was different from the functional currency of the company.

Defect 2190804: When you selected user-defined fields on the Import Tab in the Banks Settings form to include in an import file, these fields did not appear in the Import Records grid on the Import tab when you navigated to a reconciliation record in Cash Management » Bank Reconciliation.

Defect 2336846: In Detail view, the amount displayed in the Difference field of a credit card reconciliation record did not match the value shown in List view. In addition, the Difference field in List view incorrectly displayed the value of the Statement Ending field of the record.

Defect 1966444: On the Email Remittance dialog box, when you selected Contacts in the Select Attendees From field, no contacts displayed in the Contacts grid.

Defect 2360583: When you voided a vendor payment and reissued it in a different period than the originating voucher, the Vendor Payments posting log for the repayment did not include the Sales Tax Payable (Cash Basis) amount.

Defect 1984691: When you viewed a dashpart with the Project Detail dashpart base, date columns such as Transaction Date incorrectly displayed 1/1/1900.

Defect 2134931: When you filtered dashparts with the AR Detail dashpart base to display retainer transactions with invoices that are not fully paid (Invoice Fully Paid = Unchecked), retainer transactions with fully paid invoices were displayed in the dashpart with retainer balances.

Defect 2313846: When you upgraded to Vantagepoint 2025.1 and used a dashpart calculation that only had integers in the equation, the dashpart calculation was not recognized.

Defect 2348322: When you clicked the iButton, it displayed incorrect information on the Upcoming Employee Availability system dashpart.

Defect 2360601: When you shared a dashboard in Dashboards, the Role drop-down menu in the Share this Dashboard dialog box could only display up to 50 roles. 

Defect 2401003: The Example of an Assignment Hierarchy for AP Invoice Approvers help topic now includes a sample hierarchy that is configured to route AP invoices to an organization.

Defect 2355686: This occurred after running a Key Format conversion in Utilities. 

When you viewed the Last Modified By field in the Firms, Projects, and Employee hubs, it displayed the user ID instead of the user display name.

Defect 2227420: When you updated the StartDate to a value greater than the EndDate in Activities Hub List View, an error stating "Activity end date cannot be before start date" was displayed. This occurred when the EndDate field was not selected as a column in the list.

Defect 2240690: The following issues occurred when you displayed the Activities form in List View.

• When you applied a filter in the Owner field, the form did not display the correct records.

• The Owner field displayed twice on the Activity Search dialog box.

Defect 2312327: This issue occurred when you set the grid height of the Activities grid in Screen Designer. When you viewed the Activities grid in the hubs, it only displayed five records and required you to scroll to see the succeeding grid rows.

 

Defect 2350815: When you created a new activity with the Attendees grid set as Required, an "Incorrect syntax near the keyword 'WITH'" error message displayed.

Defect 2195161: When you deleted a Contact record, it did not remove the associated information in the Contacts Photo table.

Defect 2202679: When you searched for contacts using the Firm State/Province field, the results included records whose Firm State did not match the specified state in the search parameter.

Defect 2276223: When you selected from the Client Location drop-down list in the Firm Address dialog box in Contacts Hub, a warning displayed indicating that the client address for the contact was modified. When you clicked Apply, it overrode the firm address in Contacts and on the associated firm record.

Defect 2335405: When you navigated to Hubs > Employee, an error stating "You do not have access" appeared if the Role had access to the Employee Payroll tab but no rights to the W-2 Form.

Defect 2359354: This occurred in single currency databases when you set the Cost Rate Table Method to "From Labor Code Table" in the Account tab. The labor code tables were not displayed in the drop-down menu of the Cost Rate Table field.

Defect 2122877: When you selected a contact in the EFT Email field on the Vendor tab, the contact's email address was not displayed. You had to clear the field and re-select the contact to display the email address.

Defect 2289966: When you used the filter and then sorted by the Currency field in Firm > Voucher Review, an error message stating "Incorrect syntax near the keyword 'LEFT'. Invalid usage of the option next in the FETCH statement" appeared.

Defect 2305053: When you initially locked the Approved for Use in Processing (AFUI) checkbox in the Project hub, it became unlocked when a new phase/task was added.

Defect 2342749: This issue occurred after you added information in Contract Management for a project and then you manually created billing terms for the project. On the Fees tab in Billing Terms, when you clicked the Create Billing Phases from WBS action on the toolbar for the Fee Billig Phases grid, information from Contract Management did not prefill in the grid as it should have. Instead, you were incorrectly required to save the entry in the Fee Method field before you clicked the Create Billing Phases from WBS action.

Defect 2274114:When you created, modified, or deleted a plan, an alert was triggered for a project number that was excluded in the alert setup.

Defect 2207131: When you edited fields at the WBS2 or WBS3 level on a user-defined grid marked as required at the WBS1 level only, you received the following error message: "At Least One Row is Required."

Defect 2290548: You were able to add a new line in the Firms and Team Members grid on the Teams tab when the Role field was blank, even when Role field was configured as a required field in Screen Designer.  

Defect 2333668: When you set Results To Display to Projects and List View Display to Flat List in an advanced search, the phases of the project were not displayed in the list view, but were displayed after you exported the grid as an Excel file.

Defect 2337012: When you created a copy of a project that had information on a Comments History type of user-defined field, a "Field Seq does not exist" error displayed.

Defect 2343989: When you created a project using a project template with default values on the Team Member grid in Team Tab, an error message stating "Record already exists and cannot be added" displayed.

Defect 2367659: When you copied a project with a dormant organization, you were able to create an active project with the dormant organization. 

Defect 2368757: You received an error when you created a project from a project template with details in the Comment History field.

Defect 2249722: When you navigated to a project in Project Review and clicked Selection from the Search menu, the warning “Labor EAC profit is negative” displayed even if the value was not negative.

Defect 2320464: When you tried to enter units in your timesheet, you had to clear the default value of 0.000 in the Quantity field before entering the correct value.

Defect 2349861: When an expense report was accessed, modified, and saved by an assigned approver, a Confirm Electronic Signature dialog box displayed for certifying that the expense report charges were correct. The dialog box should not have displayed.

Defect 2358736: You were incorrectly allowed to submit an expense report with expense line items that had no date entered for them.

Defect 2160656: When you ran the Project Earnings Report, it displayed an incorrect number of Unposted Labor.

Defect 2221319: When you ran a Labor Resource Planned and Actuals Report with a Task filter set to NOT EQUAL, the report did not return any results.

Defect 2298768: You were able to view job cost rate information on employee reports. this occurred with the following conditions:

• In the report settings, on the Accounting tab, under the Miscellaneous section, the Labor Cost Rates/Amounts field showed No Access.

• You belonged to a security role that was not supposed to have access to the information.

Defect 2356414: When you ran the Project Earnings report for a single project, the report took a long time to finish.

Defect 2358191: When you ran the Project List report and set the presentation currency to a currency other than the project currency, the displayed value in the Owner Value field was incorrect.

Defect 2181920: When you printed the detailed timesheet report, the Daily Totals section displayed incorrect values for the employee's total overtime hours.

Defect 2247803: This issue occurred when timesheets require electronic signatures and use web service workflows. When timesheets were saved and submitted, Vantagepoint did not display a warning message for each step.

Defect 2337583: When you submitted a timesheet, the Confirm Electronic Signature dialog box displayed two scroll bars when it contained a long message.

Defect 2359061: On the Project/Phase/Task Lookup dialog box, the Project column remained unchanged after you sorted the list in ascending or descending order.

Defect 2383941: When start and end times were entered by project in timesheets, the validation web service saved incorrect data for meal break times.

Defect 227095: You were unable to insert the Billing Currency or Project Currency fields from a project record into a custom proposal.

Defect 2378748: This issue occurred when upgrading from Vantagepoint version 7.0 to 2025.1. When you opened an existing proposal template, the Select Projects option was not available in the Text Properties pane.

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 2177983: When you printed a purchase order record, the purchase order block did not align with the image logo.

Defect 2369568: When you printed a purchase order (PO), the logo in the PO template displayed incorrectly in the desktop application's preview template and in the exported PDF file.

Defect 2192755: When you were not a Buyer and you accessed the Receiving module, you were able to look up Purchase Orders and used the PO link to navigate to the Purchase Orders application.

Defect 2288851: When you reassigned hours on the Resource View form, the message on the Reassign Planned Amount dialog box either displayed a WBS level instead of the resource or a different employee name than the one you selected.

Defect 2154265: When you placed the search condition with the 'Not Equal' operator lower in the parameter list in Project Search, it did not work as expected.

Defect 2335486: This issue occurred when you manually created a new company in Vantgepoint. On the Fee form, no rows displayed in the Compensation Grouping for Fees grid. Additionally, when you clicked Yes for Enable Billing Phase Creation on the Fee tab, you received the following error message: "Compensation Group selection is required for any Billing Term Fee Updates."

Defect 2279432: This occurred in Vantagepoint that ran in a SaaS environment. The Separate Import Into Secondary Credit Card By drop-down list did not display the Secondary Account Number option.

Defect 2344053: This issue applies for the Vantagepoint on-premises product. On the Communications form, you were unable to enter more than 50 characters in the Username field. This field now allows 254 characters.

Defect 2155104: When you exported the Country grid from Settings > Labels and Lists > Lists, the output didn't include the actual Country codes and names.

Defect 2226823: When you changed the Display setting in the Activity Type Settings dialog box for Meeting, Task, and Email activity types, an error occurred when you tried to save it.  The Display setting was editable for the affected activity types, when it should not be editable. 

Defect 2251379: When you exported the list from the Employee Title Settings dialog box, the exported file included the Codes but did not include the Value.

Defect 2352621: When you enabled Allow Modifications of disable login user settings in users when read only on the Record Access Tab of the Roles Form (Settings > Security > Roles) for a role with limited access rights, an error occurred when you selected the Disable Login on the Users Form.

Defect 2298050: When you saved changes to an employee record, user-defined buttons that trigger a workflow did not function correctly.

Defect 2128082: This issue applies for user-initiated workflows for the Projects area. On the User Initiated Workflows form, when you clicked Add Action on the toolbar of the Actions grid and you selected Create Activity from the drop-down list, if you selected an activity owner under Special Selections in the Activity Owner field on the Activities dialog box, the entry in the Activity Owner field disappeared after some time.

Defect 2298834: When you triggered the Validate Error at Start condition in the Absence Request workflow with an empty comment, the request moved to "In Progress" and could not be resubmitted unless deleted.

Defect 2128077: This issue applies for user-initiated workflows for the Projects area. On the User Initiated Workflows form, when you clicked Add Action on the toolbar of the Actions grid, and you selected Create Activity from the drop-down list, the Activity Owner field in the Activities dialog box did not display the Current Record Project Manager under Special Selections as it should have.

Defect 2172292: When you included the PR:ClosedReason (Won/Lost Reason) and PR:LostTo (Lost To) fields in a user-Initiated workflow email alert, the codes and table IDs incorrectly populated for these fields in the body of the email instead of the actual field descriptions and values.

Defect 2313829: This issue occurred when you created a voucher from a purchase order and the purchase order had a line item for reverse taxes. After you entered the voucher with the invoice amount equal to the voucher amount, and you submitted it, you incorrectly received the following error message: "Total amount to be vouchered does not match the invoice amount you entered.” This occurred because Vantagepoint incorrectly included the reverse tax amount in the total voucher amount.  

Defect 2058384: When you specified exact dates for a Journal Entries transaction to recur in the Custom Frequency dialog box, an error dialog displayed with the message "The given key was not present in the dictionary."

Defect 2343342: When you tried to imported settings to a database, you received an "Incorrect syntax near..." error and the transfer failed.

Defect 2320309: This issue occurred when you added a new integration and a new task for it, saved the integration, and logged out of Vantagepoint. When you logged back in, the new integration was duplicated in the Integrations Manager grid on the Integrations Manager form.

Defect 2305249: The primary key UDIC_UID fields of user-defined hubs were incorrectly available for update in Field to Update.