Several changes have been implemented in the framework underlying the Choose Project Structure form, the Edit Project Structure form, and the Projects form list view to improve performance and make the Projects hub more efficient to use, particularly for large data sets. While most of the modifications are not visible, other than to make the Projects hub more responsive, this enhancement does include the following user interface changes:

• When either the Choose Project Structure form or the Edit Project Structure form displays, only the top two work breakdown structure (WBS) levels are expanded. If the WBS includes a third level, it is collapsed, but you can expand it as necessary. The purpose of this change is to enable the form to display more quickly for projects with more complex structures.

• With the exception of memo fields, you can now select any fields as grid columns on the Edit Project Structure form, including any custom fields, whether or not they are required fields. Previously, you could only select a custom field if it was set up in Screen Designer as a required field.

• Messaging has been added to handle some situations in which you are creating a new project based on existing data (an existing project, for example), and someone deletes some of that data before you save the new project.

• List View for the Projects hub is now sorted initially based on the option currently selected under Project List Sort Order on the Project Settings dialog box, but you can sort List View by any grid column by clicking the column heading. If you change the sort order, that order becomes your new default order until you change it again. 

If List View displays as a hierarchical list and you sort by a column, only the project (top-level WBS) rows are sorted; phase and task (lower-level WBS) rows are always sorted in number order under their parent project. However, if you apply column filtering, which changes List View to a flat list rather than a hierarchical list, you can sort all rows based on any grid column, regardless of WBS level.

In Screen Designer, you can now easily view a list of all the user-defined fields and elements in a hub or in the chart of accounts with the new Show User Defined Fields action. After you open a hub or the chart of accounts in Screen Designer, on the Actions bar, click Other Actions » Show User Defined Fields.

This opens the User Defined Fields dialog box, which displays a list of all the user-defined fields and elements for the hub or the chart of accounts, including tabs, grids, fields, divider lines, labels, workflow buttons, and so on. The list shows you the field type, caption (field name), alternate caption, database table name, and the database column name. You can export the information from the grid to a comma-separated values (CSV) file.

For the Projects hub, this dialog box shows only the user-defined fields and elements from the area that you have open, such as Contract Management, Project, and so on.

Defect 1323296: When you ran the labor cross charge process, the process failed and you received an error message indicating that there was a duplicate primary key value. This issue occurred when you set the Use Files To Group Transactions option to No in Settings » Accounting » Transactions.

Defect 1306842 and 1314703: On the Revenue Generation form, Choose Date for Planning was renamed to Choose JTD Through Date for Planning. The functionality remains the same.

Defect 1314695: When you tried to connect to Vantagepoint in the Vantagepoint pane, the drop-down lists for the Database field and Language field were not accessible. The arrow buttons for the drop-down list were not displayed.

Defect 1312296: On the Invoice Creation tab in Batch Billing, the entry that you made and saved in the Retain Invoices for Up To field was not saved for the saved options that you specified using the Saved Options field on the tab.

Defect 1322735: When you scheduled a final run without billable data in the included projects, the batch billing run failed.

Defect 1308305: When you accepted an invoice in Interactive Billing and made changes on the Employee Realization dialog box that opened after you accepted the invoice, the Interactive Billing application would not respond.

Defect 1308924: This issue occurred in Interactive Billing on the Invoice History tab when you selected an invoice and clicked the Email option on the grid toolbar. On the Email Invoice dialog box, when you selected attendees from project roles, the Project Roles list did not display the correct roles and did not work properly.

Defect 1312853: When you enabled the Require completed approvals to post transaction files option in Settings » Accounting » Transactions, the Post on Accept check box disappeared from the Billing Session Options dialog box in Interactive Billing.

Defect 1323295: When you opened a project in Interactive Billing, the Billing Address section on the General tab did not display the billing contact name even when you set the Invoice Addressee field to Name of Billing Contact in Settings » Billing » Invoice Format. When you opened the Billing Session Options dialog box and returned to the Detail View in Interactive Billing, however, the Billing Addressee section on the General tab displayed the correct details, including the billing contact name.

Defect 1313403: This issue occurred when you assigned an invoice number to a project with an invoice approval and unbilled transactions in Interactive Billing. If you downloaded and edited the invoice, saved it as a PDF, and then uploaded and submitted it, the original version was printed in Invoice Approvals instead of the edited version.

Defect 1316634: When you clicked Clear All or Unclear All on the Receipts or Payments tab on the Bank Reconciliation form, the transactions were not selected or cleared accordingly in the Cleared column of the grid.

Defect 1310350: When you created a payment run for Employee Payments and then enabled the Employees with Expenses Selected option on the Select Expenses page, you received the following error message: "Error converting date type varchar to numeric."

Defect 1317210: When your role had access rights enabled to <All Types> in the Transaction Types grid on the Accounting tab in Settings » Security » Roles, you were unable to view any transaction in the Payments grid on the Payment Review form.

Defect 788703: The user-defined fields that used the employee or project quick lookup did not include the employee or project number.

Defect 789742: When you assigned read-only access rights to the Equipment hub, you could still edit the fields on the Additional Books tab. In addition, there was no Save option, but if you entered values and then navigated off the page, a prompt to save changes displayed and any updates to the tab were saved.

Defect 1310248: Activities were not visible to users who had appropriate access rights to activities if the security role was set up to view only their own employee records.

Defect 1098262: The Provisional Rates group of fields on the Accounting tab in the Employees hub were hidden if the user's role did not have Full Access assigned to the Labor Cost Rates/Amounts field on the Accounting tab in Settings » Security » Roles.

Defect 1317679: When you created a new contact record on the Contacts tab of the Firms form (you selected Name and then clicked + New Contact), the contact's Client Location that you selected and saved on the Contacts dialog box was not retained when you returned to the Contacts grid. Instead, the <default> value was selected.

Defect 1291629: This issue occurred on the Voucher Options dialog box, which you displayed by clicking the Voucher Options icon at the end of a grid row on the Voucher Review form. In the Voucher Line Items grid on the Voucher Options dialog box, you could not delete values in the Project, Phase, or Task columns.

Defect 1310590: If you tried to use filtering in list view for the Projects hub, Vantagepoint only applied the filters at the project level (WBS1). It did not look for the filter values at the phase (WBS2) or task (WBS3) levels. As a result, some rows that should have been displayed in the filtered view may have been incorrectly excluded.

Defect 1322143: When you you entered a unit table on the Accounting tab in the Projects hub and saved the form, you received an error message: "A Unit Table does not exist."

Defect 1324782: When you created a new project with a regular charge type, the Stage field drop-down list displayed the options alphabetically, instead of matching the order that you had defined for the Project Stage list in Settings » Labels and Lists » Lists.

Defect 1185136: The rate table number, instead of the rate table name, was displayed in the Rate Table fields on the Rates tab of the Billing Terms form. This issue occurred for any rate tables listed after the first 50 rate tables in the drop-down list of the Rate Table fields.

Defect 1310828: When you tried to copy a billing phase into multiple rows in the Fee Billing Phases grid on the Fees tab, you received an error message saying that the phase was already in use.

Defect 1311601: If you entered credit memos for taxes billed on client invoices for a project, the amount displayed in the Billed field above the Aged Accounts Receivable graph on the Invoices form in the Projects hub was incorrect. It included the billed taxes but did not also include the credit memo amounts for those taxes. (The data in the grid on that form, and the invoice details that are viewable from that grid, handled the credit memos correctly.)

Defect 1308941: In some cases, if a contact was already associated with a project, you could not add that contact to the team for a different project. Vantagepoint incorrectly excluded that contact from the search results for the Name field in the Team Members grid on the Team tab of the Projects form.

Defect 1309386: The assigned automatic numbers for project IDs of new projects were incorrect. This issue occurred when you selected or cleared the Allow Override of Auto Number check box for Projects on the Numbering form (Settings » Workflow » Numbering) and then saved. This caused a reset of the automatic numbering sequence, to zero. As a result, the auto numbering function assigned to new projects IDs that had previously belonged to other, now deleted, project records.

Defect 1312367: On the Projects form in the Projects hub, you were unable to filter project records in List View based on a shared advanced search if that search contained newly created grouped search conditions.

Defect 1313525: When you configured a workflow to prevent new phases and tasks from being added to a project when a user defined check box is selected, the workflow was not able to prevent the addition of new phases for a project when you set the Create Phase option to From Project Template on the New Phase form.

Defect 1313702: When you clicked anywhere on the Team tab of the Projects form, Vantagepoint rounded all values in the Hours column of the Team Members grid to the nearest whole hour, and the decimal point and decimal places no longer displayed. If you left the Projects hub and then returned to the Team tab, the correct values were again displayed in the Hours column.

Defect 1317094: This issue occurred when you defined Biller as a required field for the Projects hub on the Screen Designer form (Other Actions » Design). On the Edit Project Structure form, even when you added a lower-level work breakdown structure element (such as a phase or task) to a project that had an overhead charge type, the Biller field became enabled and displayed as a required field.

Defect 1317221: When you did not have access rights to Contract Management, fields related to contract management were still displayed on the Edit Project Structure form that is displayed when you click Edit on the Project Structure dialog box.

Defect 1318083: When you cleared the Allow Creation of Linked Promotional Projects option on the Record Access tab in Settings » Security » Roles, it prevented workflows from executing when you created promotional projects in the Projects hub.

Defect 1319168: On the New Phase form, when you created a phase from a project, you were unable to search for a project with a dormant status in the Project field.

Defect 1338939: When you created a new project using a template and then selected lower-level work breakdown structure elements (such as phases or tasks) on the Choose Project Structure form, you were unable to view the phases or tasks on the Project Structure dialog box after saving.

Defect 1319217: When you viewed projects in Project Review, the Total Cost amount for JTD Direct Labor at Cost did not include amounts entered through Utilities » History Loading » Labor and Expense.

Defect 1311450: When you created a user defined grid that included a drop-down list for which the Limit Entry to Values List check box was not selected, you were unable to filter that drop-down list.

Defect 1315813: All posted records are included under each action listed in the My Action Required drop-down list. All posted records should only be available if the selected action is None.

Defect 1315816: When you accessed the Approval Center, performance was affected as all related applications were loaded, rather than just the applications that should have been loaded. The same performance issue occurred when you opened the Approval Center drop-down list.

Defect 1321833: When a timesheet approver used the Approval Center, timesheets with the In Review status were included in the Approval Center. These timesheets were included in the total count of timesheets in the Approval Center field drop-down list and were displayed in the Timesheets grid when you filtered by employee.

Defect 1321317: When you set Require Comments for Timesheets to No on the Accounting tab in the Projects hub, but timesheet comments were required in Settings » Time » Options, comments were still required when you added a timesheet entry via the Calendar.

Defect 1301117: The original system labels were displayed in dashboards instead of the custom labels that you configured in Settings » Labels and Lists » Labels.

Defect 1323506: The Won/Lost Notes column in predefined dashparts displayed font formatting code instead of the note text.

Defect 1316545: When you did not specify a payment date for an employee payment record, the expense report record displayed 12/31/1969 as the payment date and indicated that the payment was paid, even though it was not.

Defect 730170: If you had SQL Server 2014 installed, when you tried to download a report as either a Microsoft Excel or a Microsoft Word file, you were unable to save it as a specific file type. Instead, you had to save All Files and then change the file extension to either .xlsx or .docx.

Defect 1071599: An employee was not listed on the State Form 941 Worksheet report, if either the QTD State Tax and the QTD State Wage fields were set to zero or there were taxable wages but no withholding amounts set for that employee.

Defect 1143336: This issue occurred if you set Budget Source to Project Planning for the Consultant Ledger (Vendor Summary) report. When you ran the report, the Vendor Summary group total included totals for all vendors, instead of just the specified vendors.

Defect 1263163: When you used a system label with square brackets in its name in the Calculated Fields section, you received an error message saying that the label was invalid.

Defect 1279156: If you deleted all of the default groups on the Columns & Groups tab for the Contract Management report and then added one group back, you received a SQL Reporting Error message when you tried to generate the report.

Defect 1290615:This issue occurred when you changed a label for a custom column in Settings » Labels and Lists » Labels). If you then selected the edited custom column from the Select Columns dialog box (which you access from the Columns & Groups tab on the Reporting application) and ran the report, the previous column label appeared on the report instead of the changed label that you specified.

Defect 1296383: When you selected a saved Resource Utilization by Organization report on the Favorites tab of the Reporting form and then set the Resource Organization Grouping option to None on the Columns and Groups tab, you were unable to update and run the favorite report.

Defect 1300534: This issue applies to the Employee List report. When you set the Grid Type option to Projects on the Columns & Groups tab and then tried to include the Projects - Hours column on the report, you were unable to run the report and you received the following error message: "An error has occurred during report processing (rsProcessingAborted). Query execution failed for dataset "ReportDataset' (rsErrorExecutingCommand). For more information about this error, navigate to the report server on the local server machine or enable remote errors."

Defect 1301086: The values for the following columns were not displayed on the Project Forecast report:

• Promo. Project JTD Actual Costs

• Promo. Project JTD Labor

Defect 1301601: When you ran the Firm List report from the Favorites tab on the Reporting form, you received the following error message: "An error has occurred during report processing (rsProcessingAborted) Query execution failed for dataset 'ReportDataset'. (rs ErrorExecutingCommand). For more information about this error, navigate to the report server on the local server machine, or enable remote error."

Defect 1309682: You were unable to access Show report options icon in the Options column on the Accrued Time report if you were assigned to a security role that did not grant access to at least one of the these applications: Time Analysis or Absence Accrual or Labor Posting.

Defect 1309905: When you viewed the options for reports on the Favorites tab in Reporting, previously saved options were not retained.

Defect 1310150: This issue occurred when, on the Favorites tab of the Reporting form, you edited an Income Statement report by selecting the Accounts Group as your second grouping in the Grouping and Sorting section. When you ran the report, you could not drill down on any of the columns. Each column link that you selected on the Income Statement report took you to a blank page.

Defect 1310265: When you selected a favorite report with grouped search criteria from the Favorites tab of the Reporting form, sometimes the grouped fields on the Advanced Search Settings dialog box did not display consistently. As a result, some of the grouped field color bars were missing. You then had to close and reopen the Advanced Search Settings dialog box to see the grouped fields displayed with the color bars.

Defect 1311427: When you ran the Project Detail report, no project information was displayed when you did both of the following on the Options tab for the report:

• In the Detail Options section, you selected one or more billing statuses for the Select By Billing Status option.

• In the Report Activity Options section, you cleared the Project, Phase, and Task check boxes to show only projects with the current activity for the Report Records With Activity in the Following Area option.

Defect 1312276: This issue occurred on the AP Voucher Posting Log report, if a description for a log file contained a special character (for example, & or #). When you tried to select the Print to View icon in the Supporting Document column, you were unable to open the document and you received the following error message: "401 - Unauthorized: Access is denied due to invalid credentials. You do not have permission to view this directory or page."

Defect 1312357: This issue occurred on the Account List report when you added both the Account Group - Detailed Group Name and Account Group - Group Table columns from the +Manage Columns dialog box (which you access on the Columns & Groups tab). When you ran the Account List report, the list of items for the Detail Group Name and Group Table were transposed. As a result, you could not sort the report by number.

Defect 1317123: If you selected Show: Totals Only on the Columns & Groups tab for the Project List report, you received a SQL Reporting Error when you tried to generate the report.

Defect 1317234: On the Options tab of the Labor Resource Forecast report, when you set the Scale option to Weekly and ran the report, the column showed correctly. If you later reopened the report options, the Scale option reverted to the default scale of Monthly. However, when you printed the report, the Weekly period column and its associated weekly period data displayed on the report.

Defect 1318042: When you generated the Cash Receipts report with a date range specified on the Options tab of the report, the report window displayed an error message instead of the report. This occurred if:

• You used Vantagepoint on Google Chrome.

• You set the Date Format field to dd/MM/yyyy on the My Preferences dialog box.

Defect1320302: When you selected a Consolidation Group on the Options tab of the Consolidated Eliminations, Consolidated Income Statement, or Consolidated Profit Planning Monitor reports, no data displayed when you ran the report.

Defect 1321264: When you generated the Labor Detail report for projects, the labor posting information was not displayed on the report even when you set the Report Format option to Specific Labor Posting on the Options tab for the report.

Defect 1318039: When you tried to move an assignment for a timesheet approval step on the Change Assignment On Current Step dialog box, you received an error message: "There is no row at position 2."

Defect 1319796: When an employee's timesheet administration rights were configured with Group level access but without editing rights (specified on the Time & Expense tab in Hubs » Employees), the employee was not able to print a Detailed Timesheet report or a Summarized Timesheet report.

Defect 1304898: When you clicked Dismiss All in the Notification Center, all the notification entries were not dismissed if the list included a Billing Invoice Approval notification.

Defect 1315841: This issue occurred when you specified a specialty for a vendor in the Specialty field on the Overview tab of the Firms hub. If you then created a purchase order and tried to filter vendors by specialty, no vendor records were retrieved.

Defect 1312427: Extra notes continued to print on a purchase order when you used a custom purchase order template and in Purchasing » Purchase Template Editor, you selected all the columns for RFQ and PO detail on the Order Detail Info tab, except the Extra Notes column.

Defect 1312829: You could not enter and save zero (0) in the Identification Code Designator (ICD) field on the NACHA File Format tab of the Banks form.

Defect 1316542: When you tried to assign an employee to an expense group on the Assign Employees to  Group dialog box, additional employees were assigned along with the employee that you specified. This issue occurred when you added an employee that had an employee ID that matched all the digits of the employee IDs of other employees.

For example, if you added Employee 123, then Employees 1234, 1235, and 12345 were also added, as they matched all the digits of Employee 123.

Defect 1314249: In Screen Designer, when you changed the caption for the Stage field in the Summary pane in the Projects hub and saved the change, when you logged out and then logged back in again, the change was not saved.

Defect 1289679: This issue occurred in the State/Province list when you added a new value and entered a state name that also existed in another country. Even if you entered a unique code for the state in the Abbreviation field, you received the following error message: "Unique values must be entered."

Defect 1310450: On the Billing Labor Category Tables form, when you tried to copy the details of a rate table (Other Actions » Copy), Vantagepoint displayed the spinning wheel and the form became unresponsive.

Defect 1291157: If you activated the CRM module, users assigned to CRM roles did not have access to all hubs. As a result, CRM roles were unable to access and select the Boilerplates and Marketing Campaigns hubs on the Records Access tab of the Roles form.

Defect 1323556: When you used Other Actions » Copy on the Roles form to create a new role from an existing role, the rows in the Tabs for this Role grid on the Access Rights tab for the existing role were not copied to the new role. This occurred when you completed the following actions on the Roles form after you selected a role to copy and then clicked Other Actions » Copy:

1. On the Access Rights tab, you set the Functional Area field to Application Tabs.

2. Below the Tabs for this Role grid, you clicked + Add/Remove.

3. On the Application Tabs dialog box, you didn't change anything and clicked Cancel.

4. On the Roles form, you clicked Save to save the new security role.

Defect 1298374: When you configured the timesheet due alert on the Timesheet Due alert dialog box with multiple employee groups (not all employee groups) in the Employee Groups field, you could not save the alert.

Defect 1319180: When you created a workflow intended to create a regular project from a promotional project, the workflow process incorrectly created a new promotional project.

Defect 1081331: When you created a user-initiated workflow for PRContactAssoc to empty a field and then selected the Empty Field option on the Column (Field) Change Configuration dialog box, the field was not emptied (cleared) in the Contacts hub, even if the workflow condition was met.

Defect 1314200: When you posted an expense report that had a credit card expense with a reverse charge tax, the GL posting was out of balance by the reverse charge tax amount.

Defect 1314719: In Transaction Entry, when you opened a transaction file and then clicked Submit File, only the individual transaction that you were viewing in the file was submitted, even if you received a warning message saying that the entire contents of the file will be submitted for approval.

This issue applies if you selected the following options in Settings » Accounting » Transactions:

• You set Use Files to Group Transactions to Yes.

• You set Enable Transaction Center Approvals to Yes.

Defect 1321839: You received an error and were unable to delete transactions, even when transaction center approvals were disabled for the transaction type that you attempted to delete in Settings » Accounting » Transactions.

Defect 1318664: When you tried to edit the Account column value for an invoice section in the Project Information grid of an invoice, you received an error message. This occurred when the selected tax code for that invoice section did not have a tax currency specified.

Defect 1301090: This issue occurred when you entered a unit project in the Transaction Center or on a timesheet. After you selected the unit table, the Unit lookup displayed all units instead of being limited to only those units contained in the unit table that you selected.

Defect 1301067: You could not retrieve API or Transactions files by batch. You instead had to retrieve the files one at a time.

Defect 1322118: When your security role did not have the Full access to all menu items check box selected in the Overview tab of the Roles form (Settings » Security » Roles), the following issues occurred on the Integration Setup tab of the QuickBooks form:

• If you entered 15 in the Interval (In Minutes) field and then clicked Process Change Now, you received the following error message multiple times: "You do not have access."

• If you entered 0 in the Interval (In Minutes) field and then clicked Process Change Now, you received the following error message: "GATEWAY_TIMEOUT."

Defect 1322681: This issue applies when you use QuickBooks integration with Vantagepoint. When you synchronized data with QuickBooks, AP disbursement data was also sent, even though it should not have been included. Consequently, an error log was recorded on the Error Logs tab.

Defect 1324114: This issue applies when you use QuickBooks integration with Vantagepoint. When the total amount for AP vouchers was a negative value, the synchronization process with QuickBooks failed. The negative value for the total amount occurred when the AP voucher had one of the following:

• A legitimate negative total amount based on the correct calculation of the AP voucher's detail lines.

• An incorrect negative total amount, because the total amount from the previous AP vouchers were included in the calculation of next AP vouchers, which sometimes resulted in a negative AP voucher total amount.

Defect 1325426: On the Integration tab of the QuickBooks form, when you clicked the Process Changes Now button to synchronize data between QuickBooks Online and Vantagepoint and the process failed, the status that displayed on the tab incorrectly indicated that the synchronization was still processing. You were unable to click the Process Changes Now button to start the process again.

Defect 847085: Project records were merged successfully on the Combine Records tab of the Projects form even when the merged project records each had a client as an owner in the Firms grid of the Team tab in Hubs » Projects » Project. The merged project record therefore had 2 client owners, which caused reports that use this data to display incorrect information.

Defect 1316437: This issue occurred when you use multiple companies. When an alert queue ran on the process server, the process for AR Aging Alerts failed. This occurred if the employees that were included in the AR Aging Alert were associated with a company other than the active company.

Defect 1309856: When you created a new expense line and entered a value in the Miles field instead of adding in the Amount field, the value in the Miles field was automatically rounded up to the nearest hundredths when you saved and viewed the expense line again.

Defect 1322373: Saving timesheets in Mobile T&E took significantly longer than saving timesheets in Deltek Vantagepoint.