The SOAP API in Vantagepoint has been deprecated. Vantagepoint now only supports the RESTful API. With this update, the following settings are no longer available:

• Allow Access to SOAP API option in Settings » Security » Roles

• Allow APIs to Trigger Workflows option in Settings » General » Options

However, the Maconomy and Ajera applications, which leverage the SOAP API, are being modified so that this change will not break their current integration with Vantagepoint.

The Approval Center form has been improved, to make it more intuitive and efficient to use.

The following actions are now available as separate options on the grid toolbar, rather than the Actions menu:

• Selected actions: Approve, Reject, Reassign, and Reopen

• All actions (in Approval Options): Approve All, Reject All, Reassign All, and Reopen All

Approvers and administrators can use the new Filter tool to filter, view, and access all approval records on the form, including in-progress, completed, and posted records.

In addition to selecting columns, you can now use improved Grid Settings tools (on the grid toolbar) to pin columns to display in the grid.

In Hubs » Projects » Billing Terms, the Fee Billing Phases grid on the Fees tab has been enhanced to allow you to avoid using your mouse when you enter rows of data in the grid. After you turn on Edit mode on the Billing Terms form, when you enter data in a row in the grid and then press the TAB key on your keyboard to tab off the end of the row, a new blank row is automatically inserted in the grid. The focus automatically moves to the beginning of the new row.

View Unbilled Transactions at Reporting Rates

When you create or approve fee-based, draft invoices, you can now see the billing extension for unbilled labor, expense, and unit transactions calculated at reporting rates for projects.

To support this enhancement, the following changes were made to the grids on the Labor, Expenses, and Units tabs in Billing » Interactive Billing and in Hubs » Projects » Draft Invoice Approvals:

• The existing Billing Extension column in each grid was updated so that in addition to its previous behavior, it now also shows the billing extension calculation for unbilled transactions at reporting rates for fee-based invoices. This applies if the Rates for Reporting (Not Invoicing) check box is  selected in the Labor, Expenses, or Units section on the Rates tab in Billing Terms for projects with fee-based billing.

• A new Invoice Amount column was added to each grid. This column displays the amount to be billed on the current invoice for time and material billing, not fee-based billing. The column displays an amount if the row has the Status column set to Bill and the Billable check box is selected. If a draft invoice exists that is submitted or approved (indicated in the Invoice Status column), the Invoice Amount column displays the value for the submitted or approved transactions. If a draft invoice does not exist, this column displays a value for new transactions, so that you can see the value for billable transactions before an invoice is submitted. The invoice amount matches the amount displayed on the invoice.

If you are upgrading to Vantagepoint 3.0 from a Vantagepoint 2.0 release: You may need to add the new Invoice Amount column to the grid on each of the Labor, Expenses, and Units tabs in Interactive Billing and Draft Invoice Approvals if you have previously edited the grid settings. Click the gear icon on the grid toolbar to add the column.

 

View the Current Fee Amount for a Phase

A new Current Fee column was added to the Fee Billing Phases grid on the Fees tab in the following applications:

• Billing » Interactive Billing

• Hubs » Projects » Draft Invoice Approvals

• Hubs » Projects » Billing Terms

For Billing Terms, this column displays when you are not in edit mode.

The column displays the fee-to-date amount minus the billed-to-date amount for a phase if the fee method entered on the Fees tab in Billing Terms for a project is Percent Complete by Phase, as Percent of Fee or Percent Complete by Phase, as Fixed Amount.

Overview

The final invoice accept process has been simplified in both Interactive Billing and Batch Billing, with new options to reduce the number of steps to finalize an invoice.

In Billing » Interactive Billing, you can now choose to do the following:

• Skip the display of the Invoice Accept dialog box, which shows the GL details for the final invoice.

• Have the final invoice post automatically when the billing session is complete, instead of having to go to Transaction Center » Transaction Entry » Invoices to post.

Also in Interactive Billing, you now have the flexibility to limit user access to editing the GL details on the Invoice Accept dialog box.

In Billing » Batch Billing, you can now choose to have final invoices post automatically when the batch billing session is complete, instead of having to go to Transaction Center » Transaction Entry » Invoices to post.

 

Skip the Display of the Invoice Accept Dialog Box in Interactive Billing

To allow users to skip the display of the Invoice Accept dialog box in Interactive Billing, a new Review GL Details on Accept check box was added to the Billing Session Options dialog box in Interactive Billing. The check box displays only for security roles that have the new Allow Edits to Accept check box selected in the Billing Security: Interactive Billing and Invoice Approvals section of the Accounting tab in Settings » Security » Roles.

When you do not select the Review GL Details on Accept check box on the Billing Session Options dialog box, the Invoice Accept dialog box does not display when you final accept an invoice. However, the Invoice Accept dialog box does display if you are processing a final invoice that you downloaded for editing (Microsoft Word and Excel, PDF, and so on) using Other Actions » Download for Editing on the Interactive Billing form.

When you do select the Review GL Details on Accept check box on the Billing Session Options dialog box, the Invoice Accept dialog box displays when you accept an invoice. You can also edit the GL details on the Invoice Accept dialog box.

If you are upgrading to Vantagepoint 3.0 from 2.0, the following apply in 3.0: The new Allow Edits to Accept check box is automatically selected for a role if the existing Allow Final Processing check box was selected for the role in Vantagepoint 2.0.

 

Post Invoices Automatically in Interactive Billing and Batch Billing

You now have the option to have final invoices post automatically when you close a billing session in Interactive Billing and Batch Billing, instead of having to go to Transaction Center » Transaction Entry » Invoices to post the invoices.

To support this change, the Billing Session Options dialog box in Interactive Billing and Batch Billing has a new Post on Accept check box, in the Final Invoice Processing section. This new check box displays if a security role has the proper security for posting transactions and honors transaction entry approval rules.

When you select the Post on Accept check box on the Billing Session Options dialog box:

• In Interactive Billing: After you click the Accept action and complete the billing session for processing final invoices, when you leave the Interactive Billing application, an invoice transaction file is automatically created and posted.

• In Batch Billing: After you set the Run Type to Final on the Invoice Creation tab, click the Create Invoices action, and complete the billing session for processing final invoices, when the Batch Billing run completes, an invoice transaction file is automatically created and posted.

The invoice transaction file includes all invoices that were finalized during the billing session, including invoices, voided invoices, credit memos, and retainage-only invoices.

View the automatically posted invoice transaction files for the completed Interactive Billing and Batch Billing sessions in Transaction Center » Posting Review.

If you do not select the Post on Accept check box on the Billing Session Options dialog box in Interactive Billing or Batch Billing, when you process final invoices in a billing session, you must go to Transaction Center » Transaction Entry » Invoices to post the file.

Performance in Interactive Billing has been improved.

On the Labor, Expenses, and Units tabs in Interactive Billing, a new Summary option has been added to the toolbar of the Labor, Expenses, and Units grids. Use this option to view a summary of the unbilled labor, expense, and unit transactions that are displayed in the grids. On the summary dialog boxes that display, you see a summary of the total hours, cost amounts, and billing extensions for the unbilled transactions based on their billing status: Bill, Hold, Write-Off, and Delete.

Employee Base

The employee base is now available in the Dashboards. You can create employee dashparts that provide metrics and data from the Employees hub, breakdowns of regular and overtime hours, and time analysis information. Use the dashpart to analyze employee performance by viewing the way indirect hours are spent (in the time analysis columns), or to compare direct hours and indirect hours. As for other dashparts, you can use filters to focus on specific employee-related information. For example, you can use filters to see just those employees who report to a given suprvisor, those assigned to a certain level of the organization, or all employees in the organization. You can also filter hours and amounts by a date range or fiscal period range.

Web URL Link Dashpart

The web URL link dashpart is now available in Dashboards. Use the new dashpart to display a web page in your dashboards.

Multiple Chart Types in Chart Dashparts

Chart dashparts can now display multiple charts. The chart dashpart is defined with a default chart type in the Dashpart designer, but you can override this for numeric or currency columns on the Properties dialog box. For example, you might want to display compensation on a project chart as a line chart, but display the Revenue, Billed, and Cost columns as a column chart.

Dashpart Tooltips

You can now add tooltips to a table or chart dashpart in the Dashpart Library, to provide a quick reference about the dashpart. To add a tooltip for a dashpart, toggle the edit mode in My Stuff » Dashboards and edit or create a dashpart. In the Dashpart Designer, click Table Options or Chart Options, select the Display Notes in Dashpart Tooltip option, and then enter the tooltip text in the Notes field.

Maximize Dashparts

You can now maximize dashparts, to aid in viewing those with many columns or large charts. To fill the browser window with a dashpart so that you can see more of its details, click the maximize icon at the right end of the dashpart header. To return the displayed dashpart to its original size, click the maximize icon again.

Import and Export Dashparts

You can now import or export dashparts while you are in edit mode on the Dashboards form, so that you can share dashparts. To import or export a dashpart, click the Import/Export Dashpart option on the edit mode toolbar and then follow the instructions on the dialog boxes that guide you through the process.

To share dashparts with another user, you export one or more dashparts as a DPT file. The recipient can then import the DPT file and use the imported dashparts for their own dashboards. Newly imported dashparts are listed at the top of the Available Dashparts area in the Dashpart Library. These dashparts display in a different color for 48 hours.

When you import a dashpart, Vantagepoint verifies that the content, access rights, module availability, and other related settings are valid in the new (target) database. If this internal process uncovers any unsupported dashpart information, the invalid data is removed from the dashpart and the imported dashpart name is appended with the word “Modified."

For example, an imported dashpart might contain a user-defined field that existed in the original database but which does not exist in the new (target) database. In this case, the column based on the user-defined field is removed from the dashpart. As another example, if a project-based dashpart has fiscal period date ranges on some columns and those fiscal periods do not exist in the imported database, the columns are removed.

Deltek recommends that you carefully review the settings of each imported dashpart, including applied searches, user-defined fields, fiscal period date ranges, and column filters, to determine whether the settings are still applicable for the new (target) database. Deltek also recommends that you validate the contents of the imported dashparts. To do this, note the contents of the original dashpart before you export it so that you can have a baseline for comparison when validating the imported dashparts.

Additional Conditional Formatting Settings

You can now change the text or background color of a cell or row based on comparing two columns on the dashpart. For example, you can display a row in green text if the revenue this month is greater than revenue last month. New Type and Compare To fields are available in the conditional formatting settings for table dashparts, found on the following dialog boxes:

• Table Options dialog box

• Properties dialog box

Use the Type field to specify whether the conditional formatting compares the row or column to a static value, or to a value from a column in the dashpart. If the conditional formatting uses a static value, use the Compare To field to enter a value to be used for the condition. If the conditional formatting uses a column comparison, select a column for the comparison in the Compare To field.

Additional Metrics for Project Dashparts

Key billing metrics are now available for the project dashpart base. You can now include:

• Unbilled labor and expense transaction summary totals, similar to values in an Unbilled Summary Billing report.

• Draft invoice approval information, similar to information in the Draft Invoice Approval application or report. You can see this detail alongside key project financials. (The dashboard filters records, based on your inclusion in the draft invoice approval process.)

• Additional accounts receivable information, including retainer, retainage, last invoice, and last receipt data.

Vantagepoint Intelligence Dashpart

The new Vantagepoint Intelligence dashpart makes it possible for you to display in Dasboards any workbooks that you publish in Vantagepoint Intelligence.

Before you can view Vantagepoint Intelligence dashparts, you must:

• Enable the Intelligence module (in Settings » General » Modules).

• Upload Vantagepoint Intelligence workbooks (in Settings » General » Intelligence).

• Enable access to Vantagepoint Intelligence dashparts (on the Overview tab of the Roles form in Settings » Security » Roles).

If your firm is upgrading from Vision, you need to re-upload the workbooks from Vision to Vantagepoint in Intelligence Settings. You can then use your re-uploaded workbooks to create Vantagepoint Intelligence dashparts and display them in your dashboards. Deltek recommends that you note the data of the workbooks from Vision, so that you can validate the workbook for data completeness once it is available in Vantagepoint.

The Default Expense Location field has been added on the Employees Time & Expense tab of the Employees form in Hubs » Employee » Employees. Use this field to specify a default expense location so that there is no need to manually indicate the expense location when creating a new expense report (because the expense location is automatically populated). The expense location also helps populate the correct tax codes when you select an expense category on the expense report.

The Default Expense Location field is available when the Tax Auditing feature is enabled in Settings » Cash Management » Options.

For this release, the Default Expense Location field only works for the mobile expense report.

The following Vantagepoint areas were also updated:

 

Area	Path	Description
Desktop Imports	Utilities » Desktop Imports (in the desktop application)	The Default Tax Location field was added to the Text File Fields Mapping tab in the advanced imports area. When you import a text file and new information is mapped into the field, the new information is reflected in the Default Expense Location field in the Employees hub.
Employees hub	Hubs » Employees	The Default Expense Location field was added as a new search condition on the New Employee Search dialog box. Whether you choose simple search or advance search, the Default Expense Location option is available when you search for employees with defined expense location on their records.
Search and Replace	Utilities » Updates » Search and Replace	The Default Expense Location field was added as a new option in Search and Replace. When you create a new search and replace action, you can select the Default Expense Location from the Field to Update drop-down list. Any action that you make here is reflected in the Default Expense Location field on the Employees Time and Expense tab in the Employee hub.
User Initiated Workflows	Settings » Workflow » User Initiated Workflow	The Default Expense Location field was added as a new condition for user initiated workflows. When you add a new workflow or action, you can set the Conditions option to Default Expense Location in the Conditions column.
Reporting	My Stuff » Reporting	The Default Expense Location column was added for the following reports: Employee Export, Employee List, and Employee Summary. If you enable audit trail options in Settings » General » Audit Trail, the Default Expense Location field is also available on the Employee Audit Detail report. The new column is populated with information from the Default Expense Location field in the Employees hub. In addition, Default Expense Location is available as a grouping choice for the Employee List report.
Expense Categories Settings	Settings » Expense Settings » Expense Categories	When you edit an expense category entry, the Expense Location field is included in the Tax Override section of the Expense Categories dialog box. The new field provides the expense category’s default tax codes associated with the location. For this release, Expense Location is only supported in the mobile expense report.

In Utilities » Import & Exports » Exports, when you add a target that is an FTP location on a server, you can now test that the FTP location is reachable before you send data export files to the location. To do so, use the new Test Connection button on the New Target dialog box.

Some grids now include the option to "pin" one or more columns. This keeps the columns visible as you scroll across the grid to view additional columns. When you open the Grid Settings dialog box, a thumbtack icon is displayed in each column that you can pin.

To improve performance, the following Vantagepoint applications automatically leverage the process server when exporting records from List View: Projects hub, Employees hub, Firms hub, Contacts hub, User Defined hubs, Activities, and Users. To export from List View in these applications, your user ID must be mapped to an employee record. You are notified via the Notification Center as soon as the .CSV (comma separated values) file is ready to be downloaded. The .CSV file is stored in the FILESTREAM database until you download it.

The Options form in Settings » General now includes the Enabled Languages fields, which the Vantagepoint administrator uses to determine the languages that are available when you log in. If more than one language is enabled, the Vantagepoint administrator can specify the Primary language, which serves as the default language at login for new employees, as well as for email and workflow notifications.

If only one language is enabled, Vantagepoint defaults to that language and does not display a Language option on the login screen.

In the desktop application: When you access the Multicompany Analysis report in Utilities » Analysis »  Multicompany Analysis and then click Schedule Analysis on the Multicompany Analysis dialog box, you can now configure the notification email and choose the report File Type, so that you can send the report as an email attachment. You can also choose HTTP link to report output to send a link via email. If you do so, recipients must log in to Vantagepoint to access the report.

• If you are working on SaaS databases: When you click Schedule on the Send Email dialog box, you can now schedule the report to run at a later time or specify a recurrence schedule.

• If you are working on non-SaaS databases: Click Schedule Analysis on the Multicompany Analysis dialog box and go directly to the scheduling options.

The Vantagepoint help system now includes contextual online help links to main topics and their related topics and videos. These visual aids, which display from the ? icon on the Vantagepoint toolbar, provide a convenient method for accessing information related to the current form.

Vantagepoint now supports payroll payments in the Payroll Review application (Cash Management » Payment Review). You can now view or void payroll payments. You can also send or resend electronic payment remittances for EFT payments. To work with payroll payments on the Payment Review form, select Payroll Payment from the Transaction Type drop-down list.

Previously, this application was located in the desktop application, under Human Resources » Payroll » Payroll Processing. Starting with Vantagepoint 3.0, it is located in the browser application, under Payroll » Payroll Payments. 

Key improvements to Payroll Payments include a redesigned user interface that makes it easier to create new posting runs and to filter employee records for inclusion in regular, bonus, or adjustment payment runs.  The Employee Pay Details grid displays an overall summary of the gross pay and net pay amounts for all employees included in the payment run. From there, you can review the hours and amounts, withholdings, contributions, and benefit hours for each employee, for both quarter and year-to-date periods. You can also print drafts, review bank cash requirements, and, if necessary, modify data for selected employees in the posting run prior to printing, assigning numbers, and posting payments.

Payroll Payments shares some features, processes, and functionalities with other areas of Vantagepoint, such as Employee Payments and Vendor Payments.

The direct deposit feature that was previously located in the desktop application under Human Resources » Payroll » Direct Deposit is now part of the Payroll Payments process. As a result, you can now find the ability to track and process online transactions through wire transfers or Electronic Funds Transfers (EFTs) in a single application.

Vantagepoint 3.0 gives you the option, on a project-by-project basis, to add labor codes as an additional level of the plan work breakdown structure (WBS) and enter planned hours for resources by labor code. This option enables you to plan a project at a more detailed level than is possible using the project WBS alone.

Labor codes are added to the plan WBS below the lowest-level project WBS elements. For example, if the phase level is the lowest level in a branch of the project WBS, you can add labor codes below phases in the corresponding branch of the plan WBS. If you add labor codes to a branch of the plan WBS, the labor code level becomes the only level in that branch at which you can assign resources.

While you can only add labor codes to the plan WBS on the Plan form in the Projects hub, you can then also use Project View and Resource View in Resource Management to add resource assignments and enter planned hours at the labor code level of the WBS.

Vision-to-Vantagepoint upgrade scripts have been updated to partially support conversion of Vision plans that use labor code planning. However, the converted plan data in Vantagepoint may not match the Vision data exactly because of functionality differences between the two products, and in some cases, plans cannot be converted at all unless you first make required changes to them in Vision. For more information about converting plans when you upgrade to Vantagepoint, go to the Vantagepoint Readiness Portal and navigate to the Administrator Learning area of the portal.

 

Prerequisites

The option to plan by labor code is only available if Vantagepoint is set up to use labor codes. You must enable use of labor codes in Key Formats (Utilities » Key Formats » Labor Codes) and set up at least one code for each labor code level on the Labor Codes settings form (Settings » Accounting » Labor Codes).

The decision to use labor codes is a key Vantagepoint setup decision that affects a number of areas, not just project planning. 

 

Labor Code Planning Setup

If Vantagepoint is set up to use labor codes, the first step in implementing labor code planning for a specific project plan is to use the Labor Codes tab on the Plan Settings dialog box to select the labor code levels for which you want to enter planned hours. The labor code levels that you select should be those that you consider significant for planning purposes and for which you want to select specific level codes when you add a labor code to the plan WBS. Unselected levels are treated as if they contain wildcard characters.

Also on the Plan Settings dialog box, you can now elect to use labor code rate tables as the sources for the rates that are used to calculate planned labor cost and billing amounts.

 

Adding Labor Codes to a Plan

After you select the labor code levels for which you want to enter planned hours, click Other Actions » Add/Edit Labor Codes on the Plan form in the Projects hub, and use the Add/Edit Labor Codes dialog box to add labor codes at the lowest levels of the plan WBS. This involves selecting specific codes at each labor code level and then adding that labor code to one or more branches of the plan WBS.

For example, suppose Vantagepoint is set up to use labor codes with three levels: Department, Service, and Staff, but for your project, you only want to enter planned hours for various combinations of Department and Service. On the Plan Settings dialog box, you select the Department and Service check boxes. Then, each time that you add a labor code to your plan WBS, you select a specific department code and a specific service code. You do not select a staff code; Vantagepoint assumes that the planned hours apply to any staff codes that are used.

Implementing labor code planning for a project does not mean that you must do all planning for the project at that level. You can add labor codes in some WBS branches, but plan at the lowest project WBS level in other branches.  

 

Adding Resource Assignments for Labor Codes

If you add one or more labor codes as the lowest level of a branch of the plan WBS, you must then make all resource assignments for that branch at the labor code level. You can add assignments on the Plan form in the Projects hub, or in Project View or Resource View in Resource Management.

 

Entering Planned Hours

Whether or not you plan by labor code, you have the same options for entering planned hours. You can enter hours for individual resources and calendar periods, and/or you can enter hours for a plan WBS element at any level, including for a labor code, and Vantagepoint will spread those hours down the WBS to the resources, as well as across calendar periods, using the standard spreading rules.

 

Labor Code Planning and Time Entry

Labor code planning can affect the interaction of project plans and time entry in several ways:

• If Vantagepoint is set up to automatically populate employees' timesheet rows based on project plans, labor codes included in plans will be populated along with the other information. The same is true if an employee selects the Copy from Plan option on the Other Actions menu for a timesheet.

• If you use labor code planning for a project, you can now set up budget validation for lowest-level WBS elements for that project to verify either or both of the following when an employee charges time to a labor code:

• The employee has planned hours in the project plan for the WBS element and labor code for dates that fall within the timesheet period.

• The hours entered for the WBS element and labor code do not exceed the employee's remaining available planned hours for that WBS element and labor code. 

If the time record fails either validation, the employee receives either a warning or an error, depending on how you configure the validation.

• If an employee successfully charges time to a branch of the project WBS and to a labor code but the employee is not a planned resource for that WBS branch and labor code, Vantagepoint automatically assigns the employee to the plan as a resource. If the relevant branch of the plan WBS either includes the labor code from the time record (exact match or wildcard match) or does not include that labor code but includes other labor codes, that resource assignment is made under the time record labor code. If the relevant branch of the plan WBS includes no labor codes, Vantagepoint assumes that you do not want to plan at the labor code level and makes the resource assignment under the lowest-level project WBS element, rather than under the labor code.

Job-to-date (JTD) labor amounts and hours now display as links in Project Review. You can click one of the links to quickly display the underlying detail for the selected value, so that you can view and analyze that detail without generating a separate report. These drill-down options are available at all levels of the project work breakdown structure (WBS).

When you click a JTD cost, cost/burden, or billing amount on the Project Review form, a dialog box initially displays subtotals of hours and amounts by employee. You can then expand an employee row to show hours and amounts for individual labor transactions. Those detail rows also include transaction date, whether the transaction has been posted, and any associated comments. The total at the bottom of the details grid enables you to verify that the sum of the detail equals the corresponding value on the Project Review form.

Clicking a JTD labor hours value on the Project Review form opens a similar details dialog box. The only difference is that, while it shows hours by employee and by transaction, it does not show the associated amounts.

As elsewhere in Vantagepoint, a user's ability to view cost and cost/burden amounts when drilling down in Project Review is controlled by the Labor Cost Amounts/Rates and Labor Burden Amounts/Rates settings for their security role. If the user's role is not set up with full access, the drill-down links for cost and/or cost/burden amounts are not available.

A new Schedule tab was added to the Plan form in the Projects hub. This tab displays the work breakdown structure (WBS) on the left side and a Gantt chart on the right side. You can use the Gantt chart to visualize your project's schedule. If you have project modification rights, you can also shift task dates by dragging and dropping bars directly on the Gantt chart. For details, see Schedule Tab of the Plan Form in the Vantagepoint Help.

Several changes have been implemented in the framework underlying the New Project form and the main Projects form to improve performance, particularly for large data sets. This enhancement includes no significant user interface changes.

In earlier Vantagepoint versions, the effect that adding or changing the primary client or primary contact on the Overview tab of the Projects form had on the Owner role and Owner Contact role on the Team tab could be confusing. In this version, the defaulting and prompting behavior were simplified. For details, see Overview Tab of the Projects Form in the Vantagepoint Help.

When you navigate between Reporting and another application, Vantagepoint now remembers both the saved and changed options. The prompts to save were removed and the Favorites and Reports tabs instead include an Options column that displays indicators for changed and saved options. 

Click either icon to open the Options tab for the report. You can also filter the list of reports in the grid, to show only those reports with changed options or only those that have unchanged options. The Options tab also includes a new Reset option that you can use to clear unsaved report options and reset them to the most recent set of saved or default settings.

You can also use Actions » Copy Options From to use a saved favorite report and its options as the basis for a new report, or to update an existing report.

All the payroll reports have been moved from the desktop application to the browser application, under My Stuff » Reporting. On the Reports tab of the Reporting form, select Payroll in the Type field to see all the Payroll reports:

Contributions By Category

Employee Payroll List

Payroll Check Register

Payroll Labor Detail

Payroll Locale List

Form 940 Worksheet

Form 941 Worksheet

State Form 941 Worksheet

State or Local Income Tax Worksheet

State Unemployment Insurance Worksheet

Withholdings By Category

In Screen Designer, you can now easily set a field, grid, or grid column’s security rights to hidden or secured for a security role. To support this change, the Field Security Rights dialog box was updated and now has new actions and a new grid. The dialog box opens in Screen Designer when you select fields, grids, or grid columns, and then, in the Field Properties, Grid Properties, or Columns Properties panes, click the Field Security field.

New items on the Field Security Rights dialog box include the following:

• Field security grid with rows for each security role, and the following columns to identify the field security rights for a role:

• Secured/Hidden/Displayed column: This column shows whether the selected field, grid, or grid column is secured, hidden, or displayed for a security role. Click in the column to change the setting for a role.

• Locked/Unlocked column: This column shows whether the selected field, grid, or grid column is locked or unlocked. You can change this setting to Locked or Unlocked for hidden and displayed fields, but not for secured fields. The Locked field was removed from the Field Properties pane and replaced with this column.

• Secure, Hide, Display, Lock, and Unlock actions: Use these actions to apply security rights to multiple roles at the same time.

Now you can safely hide an essential field using the Field Security field and the Field Security Rights dialog box. You no longer need to hide the tab that contains an essential field in order to safely hide the essential field.

In My Stuff » Reporting, the following Administrative reports were updated:

• The Field Security report now lists hidden fields, grids, and grid columns.

• The Screen Designer Security Audit report now tracks when changes are made for a role's field security rights on the Field Security Rights dialog box.

• The Screen Designer Security Audit Detail report now tracks when a field, grid, or grid column is set to Hidden, or when it is changed from Hidden to Displayed. The report also now indicates that a field, grid, or grid column that was changed to Secured is secured, rather than hidden.

In Settings » Security » Roles, when you copy a role, the role’s field security properties are now copied.

The Screen Designer now includes an Alternate Caption field. Use this field to include additional text that provides use-case context for a search, proposal, workflow, search and replace, or list view column selection field.

Advanced Search in the Firms and Activities Hubs

The Advanced Search was updated to include additional searchable fields in the Firms and Activities hubs.

Search by Limited Company Access grid on the Accounts Form

Additional search fields were added to the Limited Company Access grid on the Accounts settings form (Settings » General Ledger » Chart of Accounts). Now, when you clear the Available to all Companies check box, you can search by Company Number and/or Company Name to select one or more individual companies in your enterprise that are allowed to charge to an account record.

Project, Phase, and Task Lookups

The Project, Phase, and Task lookups are now included on one dialog box for most transaction types in the Transaction Center. Click the Search icon to open the lookup dialog box. When you select a project, any associated phases are enabled and required (if applicable). When you select a phase, any associated tasks are enabled and required (if applicable) in the additional lists on the dialog box. These lists are dynamic, based on your selection and enable you to quickly select all necessary levels at one time. If the project has no phases and/or tasks, the phase and task lists are disabled.

Improved Search Functionality for Projects Searches in the Projects Hub 

The Advanced Search was updated for projects and firms and now allows you to search by nearly any field or grid in those hubs.

Exact Match Records Load Automatically

The Search field has been updated throughout Vantagepoint. Now, if a record is an exact match for a name that you enter directly in the Search field, that record loads automatically.

Advanced Search in User-Defined Grids in Any Hub

The Advanced Search was updated to include additional searchable fields for any user-defined grid in the following hubs: Activities, Boilerplates, Contacts, Employees, Firms, Marketing Campaigns, Projects, and User Defined.

An info bubble was added to the Tax Override section on the Expense Categories dialog box of Settings » Expense » Expense Categories, to inform users that for this release, Expense Location is only supported in mobile expense reports. The info bubble is located on the left of the grid header. (If the user does not rearrange the columns, it is displayed above the Expense Location column.)

The info bubble content reads as follows: “Expense Location is currently supported in Mobile Expense. The Expense application in the browser will use the Tax Overrides in this grid where the Expense Location is blank.”

In Settings » General » Options, the Options form now includes the Restrict terminated employees from being reactivated option, which restricts employees with a terminated status from the being reactivated in the Employees hub. If you select this option and then set the Status option to Terminated on the Summary pane in the Employees hub, the Status option becomes non-editable and a banner displays on the employee’s picture, to indicate termination.

To better support users implementing single sign-on with Windows Azure Active Directory, the Vantagepoint user ID field in Settings » Security » Users now supports email addresses and username lengths greater than 20 characters. This field is now editable, allowing security administrators to change user IDs without the users losing access to their saved personal favorites (searches, options, reports, dashboards, and so on). For details, see the User ID description in Contents of the Users Form in the Deltek Vantagepoint Help.

Support for Two-Factor Authentication (2FA) in Mobile Applications

The Deltek Vantagepoint mobile application now supports the 2FA method as an extra layer of security to protect your data from any unauthorized access. This method verifies your identity by requiring a combination of two different factors, something that you know (for example, your Vantagepoint password or PIN) and something that you have (for example, an installed mobile application that can approve authentication requests).

You can only use 2FA in the mobile application, however, if this has been configured in the Vantagepoint browser applicatoin.

In addition, you are only required to enter a 2FA code if the following options are set:

• The Enable Multi-Factor Authentication Using TOTP option is selected on the Password Policies screen.

• The Multi-Factor Authentication option is selected on the Users screen.

• The Multi-Factor Authentication Configured and Confirmed option is selected on the Users screen.

Username Enhancements

The mobile application now allows you to change your user name (for example, when you change your marital status) without removing your access from any of your saved records. In addition, the User ID field supports longer user names, of up to 120 alphanumeric and special characters.

Default Expense Location Field on Expense Reports for Employees

If the Tax Auditing feature is enabled (on the Options form in Settings » Cash Management), you can override the default tax codes for expense reports, based on expense report categories. To set the default expense location in the mobile application, select a value in the new Default Expense Location field on the New Report screen or Expense Report screen. You can select from all expense locations (and expense categories) that you have set up. Changing the default expense location, however, does not affect existing expense sheet lines.

In addition, a new Expense Location field displays on the Edit Line, Taxes, Add Tax Code, and Edit Tax Code screens. The options for this field include all expense locations that are set up for the expense category of a particular line. If the Expense Location field is not applicable, the field does not display.

• You can select any tax code for a line, if you have the appropriate rights to change tax codes for the corresponding expense category.

• You can only change the expense location on the Add Tax Code and Edit Tax Code screens if you have the appropriate rights.

• All tax codes associated with the expense location for the expense category are filled in and calculated on the Taxes screen.

• If you change the expense location in a line, the existing tax codes are removed from that line. The tax codes for the updated location are automatically added to the Taxes screen and all taxes are calculated.

The Vantagepoint 3.x browser application does not support the use of Internet Explorer. For a better experience, log in to Vantagepoint while using Google Chrome, Firefox, or Edge.

Vantagepoint Intelligence is now available for on premises customers. You enable this module in Settings » General » Modules. Powered by Tableau Software, this module provides project-based businesses with a tool for viewing Vantagepoint data in a graphical, easy-to-interpret format. With the Vantagepoint Intelligence Server and Desktop, you can use your Vantagepoint database as a data source for creating graphical performance dashboards. You publish these dashboards in the Desktop Tool and upload them into Vantagepoint for viewing on dashboards. 

Vantagepoint Intelligence is the upgrade path for Vision Performance Management (VPM) and will be released in stages. This first stage, available in Vantagepoint v3.0, includes the new Vantagepoint Intelligence module, which supports a connection to the Vantagepoint SQL database. If you use VPM and connect directly to your Vision transactional database to create your workbooks, upgrading to Vantagepoint Intelligence is supported. The second stage, scheduled to be released with Vantagepoint v4.0, includes Analysis Cubes. If you are a VPM user, you can use the Readiness Portal to read more about the Vantagepoint Intelligence module and the release plans.

Enabling the Vantagepoint Intelligence module allows you to:

• Configure Intelligence Settings in Settings » General » Intelligence.

• Upload a workbook created in the Desktop Tool in Settings » General » Intelligence.

• Assign role-level access to Vantagepoint Intelligence dashparts. On the Overview tab of the Roles settings form in Settings » Security » Roles, you must select the Allow Access to Vantagepoint Intelligence Dashparts option.

• View Vantagepoint Intelligence workbooks in My Stuff » Dashboards.

 

Intelligence Settings

In Intelligence Settings (Settings » General » Intelligence), you can perform any of the following workbook-related tasks:

• Configure Tableau server settings.

• Test configuration.

• View error logs.

• Upload workbooks.

• Download workbooks.

• Reload workbooks.

• Delete workbooks.

After you upload your workbooks to Vantagepoint, you can create Vantagepoint Intelligence dashparts to view your workbooks on dashboards.

 

Upgrade from Vision

If you connect directly to the Vision SQL database with VPM and you upgrade from Vision to Vantagepoint, you need to re-upload existing workbooks from Vision to Vantagepoint in Intelligence Settings (Settings » General » Intelligence). Once the workbooks from Vision are re-uploaded to Vantagepoint, you can set up your workbooks to display in dashboards by creating Vantagepoint Intelligence dashparts in My Stuff » Dashboards. Workbooks that use opportunity information will have the opportunity information removed.  Workbooks that contain vendor or client information will have that information removed (that information now resides in firms). Deltek recommends that you note the information in your existing workbooks (in Vision) before performing the upload procedure in Vantagepoint, so that you have a way to validate the workbook information afterward.

 

Tableau Support 

Vantagepoint now supports the Tableau Server 2019 to ensure that Vantagepoint Intelligence is fully functional.

Defect 1198408: On the Interactive Billing form, when you clicked Other Actions » View Supporting Documents, the Supporting Document dialog box incorrectly displayed "Drag and drop files to upload or select files for upload." You cannot upload files from this dialog box when you open the dialog box using Other Actions » View Supporting Documents.

Defect 1167079: On the Receipts tab and the Payments tab of the Bank Reconciliation form, the Clear All and Unclear All actions for the Receipts and Payments grids were not correctly clearing and unclearing all the items in the grids.

Defect 1080780: When you undid an import on the Import History dialog box (Other Actions » Import History), the values displayed in the Imported Charges and Uncleared/Missing Chargers columns of the Credit Card Transaction Summary grid on the Summary tab did not refresh with the adjusted values.

Defect 729184: When you printed checks, text at the bottom of the payee information was cut off. For example, the letters "g" and "y" did not display below the payee information line.

Defect 1106830: When the name of a firm contained an apostrophe ('), the firm name was displayed with an extra comma (,) after the apostrophe in the Associations column of the Activities tab.

Defect 1199820: This issue occurred after you clicked the filter icon on the Responses grid toolbar on the Responses tab of the Marketing Campaigns form. When you added a response to the grid, you were able to add new contacts and firms on the fly from the Contact field and Firm field lookups. You should have been restricted to searching for existing contacts and firms in those lookups.

Defect 1184175: When your role was configured with access to view projects that matched your organization, and you used the Search field in the Projects hub, the search results in the drop-down menu displayed all the projects, phases and tasks that are associated with you, including those that did not match your organization. You specify record level view access for a role in the Record Level View field on the Record Access tab of the Roles form in Settings » Security » Roles.

Defect 1204246: On the Sub-Level Terms tab of the Billing Terms form, the Consolidate Printing of Tasks (WBS level 3) check box label incorrectly displayed a lower case letter for the first letter of the WBS level 3 (task).

Defect 1115244: The Labor Plan Summary and Labor Timeline dashparts displayed in the Projects hub dashboard even though the dashparts should no longer be available in Vantagepoint.

Defect 1175079: When you created a project in the Projects hub, the Government Competition Type field on the Overview tab of the Projects form displayed a default value of Text not Translated when it should have displayed None.

Defect 1201880: When you copied a project, or linked a promotional or sibling project while creating a new project, the Edit Project Structure grid took some time to load. This happened if the copied or linked project had phases/tasks for which the Stage field was set to Won or Lost and the Stage Won/Lost Reason field was not blank. To access the Edit Project Structure grid, click Edit on the Project Structure dialog box, or in the workflow, while you are creating a project.

Defect 1128443: This issue applies if you upgraded from Vision to Vantagepoint. When you uninstalled Vision iAccess and Touch before installing Vantagepoint for the first time, the installation incorrectly indicated that the products were still installed. To get around this, you had to manually remove the registry keys for iAccess and Touch.

Defect 1205921: When you tried to view all absence requests records, you were only able to view your own record assignments. You could not view other records.

Defect 1199826: When you clicked an all day activity in the Day or Week view of the calendar, selecting the check mark in the info bubble did not mark an activity as completed.

Defect 1195933: When you applied a saved search to a project dashpart that displayed the Project Number & Name and Last Posted Labor # of Days columns, you received the following error message: "Unknown param type 7."

 

This occurred when the saved search was configured based on the following parameters:

• The Status, on any level, is active.

• The Project Manager, on the project level, is the user.

• The Last Posted Labor # of days, on the project level, is between 90-20,000.

Defect 1196489: When you included the Master Contract column in a project dashpart, the number code was displayed in the column, instead of the name.

Defect 1212472: If you selected a presentation currency on the Presentation Currency dialog box, the currency values for dashparts with the Project dashpart base displayed zero amounts.

Defect 722443: You recieved an SQL reporting error when you generated a general ledger Profit Planning Monitor report that included a column based on a calculation with the following settings:

• The Use a Condition option was enabled.

• The following fields were used in the Calculation field: Org Level and Custom Amount.

Defect 722847: On the Project Summary report, when you set the Format Number Type field to Percent, the Profit % column incorrectly displayed the number format type. However, when you set the Format Number Type field to Number, the column correctly displayed the number format type.

Defect 725147: When you set a line separator for the Project Number field, extra lines for projects with or without phases were displayed on the Labor Summary report.

Defect 726712: When you tried to generate an Employee Labor Detail report and included the debit account, the report added the credit account instead of the debit account.

Defect 844501: When you selected the following options for the Project List report:

 

• Grid Type = Contracts

• Sorting = Profit Center & Project number

• Columns = Project, Client name, Contracts — Contract Sales Credit

 

And you then generated the report, there were spaces between project numbers included in the report.

Defect 862268: On the Firm Employee Assignment and Activity Status report, the Next Scheduled Activity column displayed the task activity schedule from Resource Planning, which it should not have included.

Defect 879646: When you generated the Project Earnings report or the Project Summary report, the summary table details on the footer of each report were incorrect. The summary table details included in the reports did not match the details selected for the Use Summary Table option (in the Detail Options section of the Options tab).

Defect 920846: The project Labor Detail report displayed the Total Labor value in one labor/activity code even if the employee had charges to different labor/activity codes. This happened when:

• You selected the Labor/Activity Code column in the Columns grid on the Column & Groups tab.

• You set the Level of Detail option to Employee in the Detail Options section of the Options tab.

Defect 939753: When you cleared the indirect columns on the Columns tab of the Time Analysis report, the hours specified in the Absence column were not deducted from the existing indirect hours. The Other column still displayed the original number of indirect hours.

Defect 1135180: If you used an Edge browser and tried to generate an Accounts Payable Export report, the Print option did not work.

Defect 1194592:  When you generated the Unbilled Summary report with the Show Final Totals option selected, you received an error message: "Index was out of range. Must be non-negative and less than the size of the collection. Parameter name: index."

Defect 1202777: When you generated the Key Financial Metrics report, it did not display any values.

Defect 1211447: When you created project activities in Hubs » Project » Projects, the project activities were not displayed on the CRM Project Summary report.

Defect 1030468: This problem occurred when you selected a saved search from the Search menu and then selected Custom to do a different search. After you selected a record from your new unsaved custom search, the search reverted to the saved search that you originally selected, and you could not select another record from your unsaved custom search.

Defect 1173537: When a project search was configured to display regular, overhead, and promotional projects for which the current user is associated as a team member, the search results were correct at the time when the search fields were configured. However, the search results no longer matched the original search results when you saved the configured search fields and loaded the saved search.

This occurred when the search fields were configured in this way:

• Group the following search fields:

• Project Team Member is the current user (Is Me), with "and" as the selected condition in the toggle.

• Project Charge type is Regular, with "or" as the selected condition in the toggle.

• In an ungrouped search field positioned at the last row:

• Project Charge type is Overhead and Promotional, with "and" as the selected condition in the toggle.

Defect 1183686: In the Options, Invoice Accounts, and Fee applications in Billing Settings, you received the following error message, which was not valid: "The default Billing Labor Category Table could not be found."

Defect 1099973: In the Second Credit Card grid on the Options tab of the Credit Cards form, the values in the Company Paid Credit Account and Project columns for the first secondary credit card row disappeared.

This occurred if:

• The Payment Type option was set to Company Paid.

• You added another secondary credit card row and then deleted it right away, without filling in any of the fields in the row.

The values in the columns reappeared when you edited them.

Defect 1152293: On the Lists form, when you clicked Ajera Project Template to configure the list, the name of the displayed dialog box was "Ajera Project Type Settings" instead of "Ajera Project Template Settings."

Defect 1217846: This issue occurred on the Access Rights tab of the Roles form when you set the Functional Area field to Reports, to give a role access to reports. When you clicked + Add/Remove and then, on the Reports dialog box, switched between Standard and Custom in the Custom Type field, access to all the reports that had been given to the role was removed.

Defect 1210541: When you changed the name of a field in Settings » General » Screen Designer and used the new name in the To field of an email alert in a workflow, a problem occurred when you run the workflow.

Defect 1191373: In a workflow containing more than 10 conditions, when you reviewed and saved the order of the workflow conditions, the order of the conditions changed. The initial numerical order of the workflow conditions was disregarded.

Defect 1217554: When you created an error workflow condition that was set to require a Paychex Rate Number in accounting, a workflow error still occurred in Hubs » Employee » Employees even though the employee record met the required workflow condition.

Defect 1207108: If you created multiple AP invoice approval records, the + Add Project link did not display in the second AP record that you created. This occurred if:

• You created an AP invoice record and associated it with a purchase order. 

• You created another AP invoice record and chose a vendor without a purchase order.

Defect 1189988: The value of the Posting Date field in the Posting Review form and Undo Posting form used the UTC time scale instead of the time zone of the user who posted the transaction.

Defect 1117939: You encountered a syntax error when you tried to post an AP Disbursement transaction file. In the Transaction List report, individual transactions displayed with their corresponding errors, but the transaction file was posted successfully. This defect occurred if:

• You created an AP Disbursement transaction file and specified an invalid character in the Transaction ID field.

• In the Payment Method field, you selected Credit Card.

Defect 1168125: When you clicked a field name (header) in the Account Balances grid, the header did not display the sorting icon and the values for that column did not sort. 

Defect 1168128: When you clicked the filter icon in the Account Balances grid, you were not able to filter the values in a column.

Defect 1222996: When you ran Refresh Billing Extensions, it changed the billing rate for overtime when no changes had been made in Billing Terms.

Defect 1220104: When you created a new Search and Replace run and used the Material Expediting Log application area option, you received the following message: "The multi-part identifier "CustPONumber" could not be bound."

Defect 1164263: The Vantagepoint Touch Time and Expense URL contained an extra character (#) on the Vantagepoint cloud product launch page.