Upgrading Vision to Vantagepoint

New Pre-Upgrade Data Checks Added

You can run Vision-to-Vantagepoint upgrade scripts prior to upgrading to Vantagepoint to detect structural and data conditions in Vision plans that can cause issues when a plan is converted to a Vantagepoint plan. In Version 3.5.2, those scripts include some new checks for rare problem scenarios, with the goal of making the pre-conversion plan validation as comprehensive as possible.

If you are notified that a plan failed one of these checks and you want the plan to be converted to a plan in Vantagepoint, correct the problem condition in Vision before you upgrade. In most cases, if you do not correct the problem, the plan will not be converted to Vantagepoint.

For complete information about converting plans when you upgrade to Vantagepoint, go to the Vantagepoint Readiness Portal, navigate to Manage Your Upgrade > Upgrading to Vantagepoint, and review the following:

• Under Important Release Documentation: “Resource Planning – Considerations, Upgrade and Settings Guide.” 

• Under Vantagepoint Upgrade Checklists: “Resource Planning – Upgrading Vision Plans to Vantagepoint 3.x for Cloud Customers” or “Resource Planning – Upgrading Vision Plans to Vantagepoint 3.x for On Premise Customers.”

 

Revenue Forecasting

Vision-to-Vantagepoint upgrade scripts have been updated to support the conversion of forecasted revenue from Vision plans. You control which revenue forecast values to convert for each upgradeable Vision plan.

For complete information about converting revenue forecasts when you upgrade to Vantagepoint, go to the Vantagepoint Readiness Portal, navigate to Manage Your Upgrade > Upgrading to Vantagepoint, and review the Resource Planning-related documents under Important Release Documentation and Vantagepoint Upgrade Checklist.

SF330 Proposal Log Updates Proposals Grid in Projects Hub

Federal agencies use the SF330 form to obtain information about professional qualifications from architecture and engineering firms. When you use the SF330 feature in the Smart Client (desktop) version of Vantagepoint Proposals, the Proposal Log now updates the Proposal Type field on the Proposals grid in the Projects hub. You can also select any project for the proposal, regardless of the project’s stage.

Defect 1279182: When you processed absence hours accruals through recurring scheduled processing runs, the affected timesheets remained unprocessed.

Defect 1328210: When you selected Asset Management » Disposal Processing in the desktop application and then chose an asset to dispose and selected Scrapped from the Disposal Type drop-down list, the resulting Asset Summary report displayed a gain amount, instead of the correct loss amount, for the scrapped asset.

Defect 1319293: When you printed or previewed an invoice, there was a discrepancy between the reported amounts in the Total Labor fields and the total of the amounts for the employee labor line items. The invoice totals included overtime premium hours, even if it used a non-billable labor code, as long as there was at least one employee whose labor hours were included in the list.

Defect 1323261: In Interactive Billing, a project's structure in the upper left corner of the form disappeared every time that you updated the fee on the Fees tab.

Defect 1331172: This issue occurred in projects (WBS1) that had phases (WBS2) and tasks (WBS3) defined in the work breakdown structure. On the Invoice Accept dialog box, when you entered a value in the Task field, the results were not filtered accordingly.

Defect 1342219: On the Labor or Expense tabs in Interactive Billing, when you tried to add or modify a labor or expense line in the grid, the Tax Code Override 1 and Tax Code Override 2 fields were grayed out on the Billing Labor Insert and Billing Expense Insert dialog boxes.

Defect 1342368: When you completed the following steps, the wrong transaction displayed on the Bill Labor Write-off dialog box that opened when you tried to write off a transaction in the Labor grid on the Labor tab in Interactive Billing:

1. You selected a transaction in the grid, clicked Write-off, and wrote off a portion of the transaction.

2. You cleared the Bill check box for the resulting two transactions involved in the writeoff.

3. You sorted the contents of the Labor grid by date.

4. You selected another transaction to write off that was located directly above or below the transactions for the previous writeoff, and then clicked Write-off.

The Bill Labor Write-off dialog box displayed information for the transaction that you previously selected to write off.

Defect 1332446: The following occurred in the Payments grid on the Payments tab of the Bank Reconciliation form when you individually selected the Cleared check box for multiple payments: The second and subsequent payments that you cleared each had their Cleared check box automatically uncleared while Vantagepoint automatically saved the previously cleared payment. You then had to reselect the Cleared check box for each subsequent payment, which took significantly longer to complete.

Defect 1341569: The Import Statement dialog box, which displays when you create a new statement from the Credit Card Reconciliation form, was missing the last import with date and timestamp information in the lower left corner of the dialog box.

Defect 1338031: This issue occurred when you processed a payment run and then filtered records in the Employee Balances grid. When you tried to enable and disable the Employees with Expenses Selected option, the filter fields were not cleared accordingly to return the correct records.

Defect 1332056: The following issues occurred if you had multiple states or provinces that used the same state/province code for different countries and a vendor had one of these states/provinces in their address in the Firms hub. For example, you may have used the same AZ state/province code for the state of Arizona in the United States and also for Al-Zour in Kuwait.

• In Hubs » Firms » Voucher Review: The wrong state/province might have displayed for the vendor's address on the Voucher Details dialog box.

• In Hubs » Firms » Firms: On the Overview tab, duplicate addresses displayed if the vendor's country code was left blank, in addition to the vendor's state/province code being used for multiple countries. If you have duplicate addresses, enter a country and delete the duplicates.

Defect 1332353: In Vendor Payments, you were unable to pay an AP voucher that was created in Utilities » History Loading » Accounts Payable. Also, in History Loading, the voucher line items had amounts, but the Voucher Balance field displayed a zero amount.

Defect 1345877: When you searched for an activity, the date displayed in the Search text was not the day on which the activity was actually scheduled.

Defect 1332005: When you edited the Firm Address field in the Contacts hub, your changes were not saved.

Defect 1334322: When you displayed the Contacts form in list view and then filtered records in the Last Activity Date and Last Activity Subject columns, you received an "Invalid Column name" error.

Defect 1341487: When you used the Mine saved search option to search for contacts, the search results that displayed included contacts that were not listed on the Our Team tab. This issue occurred if you were both the user who created the contact record and the one who performed the search.

Defect 1313686: When you selected and applied more than 50 records in a search in the Employees hub, you received the following error message: "You have too many items selected to apply your search. Please save your search to use it or select fewer items."

Defect 1338769: When you created a new employee record in the Employees hub, the application loaded but did not open.

Defect 1340229: The Primary Contact field in the Projects grid on the Experience tab of the Employees hub displayed the application's internal ID instead of the name of the assigned primary contact.

Defect 1314263: This issue occurred on the Vendor tab of the Firms form. When you cleared the Approved for use in processing option for a vendor record, you received an "Internal Server Error" message.

Defect 1325487: The following issues occurred when you selected Follow-up on the Actions bar of the Activities form to create a follow-up activity for an existing activity:

• In the Stakeholders grid of the Follow-up Activity form, your selections for the Owner and Primary Firm options were removed and you had to set both options again.

• Although you were able to save the follow-up activity, when you clicked Save, the +New Firm dialog box was displayed. When you clicked Cancel on the +New Firm dialog box, you were returned to the original firm's activity grid.

Defect 1314407: When you dragged the sides of the Voucher Details dialog box to resize it, instead of dragging a corner, the dialog box did not resize correctly.

Defect 1328741: When you set the Use Reporting Default Terms for All Projects option to Yes in Settings » Accounting » Labor Options, the Rates for Reporting (Not Invoicing) check box should not have displayed in the sections on the Rates tab in Billing Terms.

Defect 1328096: When you were logged in as a particular user (SOPHIEG), you were unable to save changes on the Compensation tab of the Contract Management form in the Projects hub.

Defect 1337169: The Fee Amount column was not refreshed property when you edited an existing value on the Estimated Fee tab in Contract Management.

Defect 1338757: This issue occurred in Vision projects that had planned and/or baseline hours at the WBS1 (project) level. After upgrading from Vision to Vantagepoint, the information was moved to the lowest WBS level on the plan structure but the weekly Planned Hours value was incorrect on the Labor tab of the Plan form.

Defect 1340213: When you opened a project and tried to access the Accounting tab, you received a "You do not have access" error message if you did not have access rights in Settings » Accounting » Units.

Defect 1340216: When you created a linked promotional project and specified a unique project number, the new linked promotional project incorrectly reverted to using the auto-generated project number when you saved the project. This issue occurred even if you selected the Allow Override of Auto Number option in the System Numbering Format grid in Settings » Workflow» Numbering.

Defect 1340331: When you viewed a task (WBS3) in the Projects hub, the name in the Organization field displayed the name that was selected for the phase (WBS2). This issue occurred when you completed the following actions:

1. You clicked + New Project and set the How to Create Project option to either From Project or From Project Template.

2. On the Choose Project Structure form, you selected the project (WBS1) and phase (WBS2) levels.

3. On the Edit Project Structure form, you changed the name in the Organization field for the project (WBS1) while the task levels (WBS3) were collapsed.

Defect 1339771: When you opened My Preferences but did not have access rights to the Employees hub, you received the following error message: "You do not have access."

Defect 1336803: In the Timesheets grid, no records were returned when you filtered by Timesheet Group because the records under the column were displayed with [All Groups] instead of the specific timesheet group that was assigned to each employee on the Time & Expense tab in Hubs » Employee » Employees.

Defect 1314759: When you used the filters in a table dashpart, the information displayed in the table dashpart was incomplete.

Defect 1314763: When you exported to Excel a table dashpart with the project dashpart base, the Excel file displayed incomplete data. As a result, incorrect total values were displayed in the amount columns. This issue occurred when you configured a table dashpart with the project dashpart base and used the following settings on the Dashpart Designer form:

• You included the Billing Client Name and Billed Amount columns.

• You selected the No Detail option in the Grouped Columns field for the Billing Client Name column.

Defect 1316256: When you viewed a favorite report dashpart in a dashboard, you received the following error message:

"Server Error in '/Vantagepoint/App' Application. System.Web.Services.Protocols.SoapException: The feature: "Report history snapshots" is not supported in this edition of Reporting Services."

Defect 1332145: When you selected the Wrap Text option for the Project Dashpart on the Properties dialog box, the Project Name did not wrap correctly on the dashboard.

Defect 1335197: When you used search criteria in the Billing Review predefined dashpart, the search results were displayed on the dashpart, but only the first two pages were accessible. You could not scroll past the second page of the dashpart.

Defect 1335201: When a dashpart with the project dashpart base included user defined columns, the values for the user defined columns were not displayed for phases and tasks.

Defect 1059325: On the Expense Detail report, if a supporting document's description contained a special character (such as, "|" or ":" or "/"), you were unable to open the supporting document from the report and you received an invalid token error message.

Defect 1283666: When you set the Size field to A4 on the Reporting tab of My Preferences and then printed a report with Portrait selected on the Layout tab, an empty page printed as the second page for every report.

Defect 1290627: When you ran the Fee Remaining report, it did not display the consultant fee in the project's list of billing items. This occurred even if the project's billing terms included consultant line item entries in the Fees and Fee Schedule grids on the Fees tab of the Billing Terms form in Hubs » Projects » Billing Terms.

Defect 1301644: If a user-defined hub had more than one Name type field and you added a user-defined field link to this hub from the Projects hub, there were issues when the user-defined field was included on the Invoice Register report. Specifically, the report did not always print a value on the report, depending on whether or not both Name fields included a value.

Defect 1304134: When you saved a list report as a favorite and it contained user-defined grids and fields with names that exceeded 80 characters, you received the following error message: "String or binary would be truncated. The statement has been terminated."

Defect 1318370: This issue occurred on multiple reports, when you accessed the Manage Groupings dialog box from the Grouping and Sorting grid on the Columns & Groups tab of the Reporting form. When you selected more than 6 groupings and then clicked the Apply button, you received the following error message: "You have exceeded the maximum number of 6 groups allowed for Selected Groupings."

Defect 1322021: This issue applies if you used the Microsoft Edge browser. When you generated a report, the Find field in the report window displayed for a moment as the report was loading and then disappeared after the report finished displaying.

Defect 1327936: When you selected the Cash Basis option on the Options tab for the Cash Journal report, the generated report did not append the “(Cash Basis)” label to the report title.

Defect 1328358: On the Reports tab, when you opened the Time Analysis report form to manage its columns, you were able to select user-defined fields that were added in the Employees hub, even if your role did not have access rights enabled for the hub in Settings » Security » Roles.

Defect 1329698: This issue occurred if you upgraded from Vision 7.6 to Vantagepoint 3.0.x. The Project Progress report showed incorrect amounts in the Budget Amount column.

Defect 1330010: This issue occurred if you created a non-global Calculated Field for a report and then saved the report for use by all users. The Edit Calculation Row option for the Columns grid on the Columns and Groups tab was visible for all other users who accessed the report (but the option did not work).

Defect 1330355: In Reporting, the HTML columns on reports did not match the font size that you used in the text editor.

Defect 1330363: On the Account Analysis report, the invoice number was displayed instead of the credit note number in the Ref. No. column. When you clicked the invoice number in the Ref. No. column, an incomplete posting log was displayed.

Defect 1330391: When you selected a budget on the Options tab of the Profit Planning Monitor (under the General Ledger report category), you could only select the most current open period as the period range for the Custom Budget column or Actual Budget column on the Columns & Groups tab.

Defect 1332746: When you ran the Invoice Approval report with the following option settings on the Options tab, the report did not display all project approval actions:

• You left the Actions Date Range blank.

• You cleared the Exclude Final Billed Invoices option.

This issue occurred when you used the number key conversion utility for Projects in Vision and then migrated to Vantagepoint.

Defect 1335255: On the AR Aged report, final totals for global, user-defined, calculated fields that used the same formula, but had different Perform Calculation On methods, returned inconsistent values. The values should have been the same, even though they used different Perform Calculation On methods, because all three used the same formula.

Defect 1335880: You received an error when you attempted to run the Cash Journal report with the following options selected:

• In My Preferences, you set the Date Format option to dd/mm/yyyy.

• On the Options tab of the Cash Journal report, you set the Time Frame option to Date Range and then specified dates in the Start Date and End Date fields.

Defect 1337193: On the Unbilled Detail report, odd numbers appeared before and under each code in the Billing Status column of the report. This occurred if you selected the Show Totals on Header check box in the Group Options section of the Columns & Groups tab for the report.

Defect 1339052: This issue occurred on the Income Statement report, when you drilled down on the amount for a General Ledger account (for example, the amount in the YTD Amount column for an account). If you continued to drill down on amounts in the Final Totals column of successive drill-down levels, you received an error message.

Defect 1340455: On the Columns & Groups tab of the Project Forecast report, the Stage Step column was missing from the Available Columns list of the Select Columns dialog box that you access from the tab.

Defect 1340459: When you ran the Top Bottom Performers - Won Projects report (an Executive report), projects without a project stage specified were not included.

Defect 1340463: The Project Earnings Report did not total the values for the Estimated Fee.

Defect 1340465: For Firm List reports, if you selected the Only List Contacts that Match Selection check box in the Grouping & Sorting section of the Columns and Groups tab and then tried to run the report, a processing error occurred. You could only run the report if you cleared the check box.

Defect 1343222: When you specified a period range in the Period Range (For Use With Custom Columns) field on the Options tab for a Project Earnings report, the Custom Amount Bill column displayed an incorrect value because the period range was not applied to the column.

Defect 1351434: If you had a large number of projects entered in Vantagepoint, planning and project reports processed slowly when they had job-to-date (JTD) labor to calculate.

Defect 1332367: When you opened the Left Grid Settings dialog box to add the Line Status field to the Timesheets grid, the field was missing in both the Available Columns and Selected Columns lists.

Defect 1332449: Timesheets were available to post when detail rows were not yet approved.

Defect 1339252: When you selected a Timesheet Group or an Expense Report Group in your custom search and then tried to use your saved custom search, you received a "No results were found" message.

Defect 1331205: When you configured Past Due Timesheet Alerts to send the notification based on a specific time, the actual time that the notification was sent was incorrect. This occurred due to time zone synchronization issues.

Defect 1339627: When you ran the Paychex Export report for a posting run, it displayed incorrect employee and timesheet details. When compared to the Labor Detail report for the same posting run, it showed different employee and timesheet details.

Defect 1330021: This defect applies to Vision customers upgrading to Vantagepoint 3.5. On the Custom Proposal forms, the number of records available was greater than the number of custom proposals in the database. 

Defect 1330024: When you added the Projects: State/Province field to a text element for a custom proposal or a template, the generated custom proposal or template did not display the state of the project.

Defect 1334611: This issue occurred on the New Proposal dialog box and the Proposal Properties dialog box. When you selected a project that had an estimated fee (which was entered under Pursuit Details in Hubs » Projects » Project) and then clicked Show additional properties, the amount was not automatically populated in the Fee field.

Defect 1333005: This issue occurred when you created recurring events or activities on the Activity form. If you then tried to perform a New Recurring Activity Search in which you included the Recurrence Starts field for upcoming recurring activities, no search results were returned.

Defect 1341477: When you configured an advanced search to display invoices using the Invoices - Invoices search criteria on the New Project Search dialog box, the search results only displayed paid invoices. Both paid and unpaid invoices should have been displayed.

Defect 1322714: The Accrual Frequency field on the Absence Accrual form did not display for some companies. This occurred even if your user account was assigned to a role that was supposed to have full access to all menu items, for all companies in your enterprise.

Defect 1301070: When a user-defined revenue method was not assigned to a project, you were able to change and save the revenue method's category in the Category field on the Revenue Methods dialog box. However, the change was not actually saved. The old category displayed in the Category field in the grid on the Revenue Methods form.

Defect 1323411: A user-defined revenue method that you set up in Settings » Accounting » User Defined Revenue was not working for a project. Contract amounts from the Contract Management form were not getting recognized. This occurred if you had Enable Overall Revenue Limit selected for the project on the Accounting tab in the Projects hub.

Defect 1332164: If you were an expense report approver, you received multiple past due email notifications for the same expense report.

Defect 1338267: The default list value that prefilled for the SysOwner code for the Employee to Firm/Contact Relationship Settings field was incorrect. It prefilled with Client instead of Owner. You see this setting on the Employee to Firm/Contact Relationship Settings dialog box that opens when you click the gear icon for the Employee to Firm/Contact Relationship field on the Lists form.

Defect 1306928: This issue applies if you are using a CRM only database. When you tried to clear the Setup check box on the Overview tab of the Roles form for an administrator role, you received the following error message: "Setup users must also be configured as Administrator, Accounting and CRM user types."

Defect 1342361: When you tried to add new users to a live database, you received the following error message: "You are only licensed for x full users.” This issue occurred because named users with a status of inactive were still being counted, and you could not change the status of active users to inactive to allow for the addition of new users.

Defect 1304070: You could not select a Phase query in Timesheet Categories if you set the Project Method option to Single Project.

Defect 1328879: When you configured an argument for a stored procedure, and entered a value in the Otherwise, Use This Calculation field on the Expression Builder dialog box, the value was removed from the field when you clicked Apply.

Defect 1333010: The original action's data was replaced with the copied action's data when you deleted the latter from a workflow and saved the changes. This error occurred when you did the following:

1. On the User Initiated Workflows form, you created a user-initiated workflow and selected any area in the Area drop-down field (for example Projects).

2. You added a Create Activity action.

3. You copied the original Create Activity action.

Defect 1343297: When you clicked the Activate Modules menu item, you received the message "An Error has Occurred."

Defect 1332107: This issue occurred for transactions that have the Distribute check box selected in the Debit and Credit Distribution by Organization grid in Settings » Accounting » Post Accounts. When you posted these transactions, you could receive a timeout error.

Defect 1309676: If you entered a timesheet that contained units and then had another tab open with the same timesheet and units, posting either timesheet resulted in the creation of two different timesheet files. The second file was blank and had a status of Incomplete, instead of Posted. In addition, the units were posted twice in Time and Expense Posting. This issue occurred when you selected the Post Units with Timesheet option on the Options form in Settings » Time.

Defect 1332156: As a system approver, you received an alert in the Notification Center to approve an AP Voucher. When you clicked the notification, you received an error message saying that the file was locked by another user even if it was not.

Defect 1334616: When your role had record level access enabled for the Firms hub in Settings » Security » Roles, you were unable to modify or select from the drop-down list in the Address field on the AP Vouchers form in Transaction Center » Transaction Entry » AP Vouchers.

Defect 1322779: On the Cash Receipts form, when the status of the cash receipt file was still in progress, the invoice amounts in the Source Balance column displayed incorrectly.

Defect 1345222: When applying a cash receipt to a pre-invoice, if you clicked the Pre-Invoice field to use the Pre-Invoice Lookup dialog box, the dialog box displayed the same record twice. This issue occurred if the pre-invoice included a tax amount. 

Defect 1332040: When you imported a record that contained a value for a project or drop-down field in a user-defined hub, Vantagepoint did not validate the data for those fields before the import. The record was imported with incorrect data for the fields.

Defect 1274218: When you imported a firm record that included an attached comma-separated values (CSV) file that contained certain text, you received a "File is not a valid CSV file" error.

Defect 1343064: When you set up the integration between Vantagepoint and QuickBooks to occur automatically, you lost connection to QuickBooks after 24 hours. On the Integration Setup tab of the QuickBooks form in Utilities » Integrations » QuickBooks, you received the following errors:

• "You do not have access."

• "GATEWAY_TIMEOUT."

Defect 1332358: On the Projects' Organization form, when you selected a project in one row and then selected that project again in a new row, you received the following error message: "Project: Record already exists and cannot be added."