General translation updates were made to clarify the content and meaning of the text in several system messages.

Upgrade Touch Server to PHP 7.4.11

The Touch Server for this version of the Deltek Vantagepoint mobile application has been upgraded to support PHP 7.4.11.

Defect 1335683: On the Approvals Review form in the desktop application, the Modification User and Create User fields in the Approvals Review grid did not display the user names. Instead, they diplayed a long string of numbers and letters.

Defect 1365834: This issue occurred if you used the Create Invoices button when generating the Unbilled Detail and Aging report from the Batch Billing form. If you then viewed the report from the Invoice Archive tab, the numeric values in the columns of the report were left-justified instead of right-justified.

Defect 1378214: After posting an AP Voucher in Transaction Center, you attached a supporting document when you processed a batch of invoices in Billing » Batch Billing. When you printed the invoice, the supporting document that you attached was not included in the stored PDF file.

Defect 1218387: This issue occurred in Interactive Billing, when you transferred transactions for a project that had a large number of billable transactions. If you used a filter to search for and select transactions for certain employees, after the transfer completed and the screen refreshed, your place in the transaction list was lost and the search filter was reset.

Defect 1364926: On the Invoice History tab of the Interactive Billing form, when you clicked Credit Memo and then, on the Credit Memo dialog box, clicked Yes or No to have the default credit amounts equal to the original invoice amounts, the opposite behavior occurred. Yes prefilled the credit memo amounts with zero. No prefilled the credit amounts with the original invoice amounts.

Defect 1365842: On the Expenses tab in Interactive Billing, when you tried to transfer a UN (unit) type transaction and on the Billing Expense Transfer dialog box you selected to transfer within the current phase and changed the account number, you received the following error message: "You may not transfer to the same Phase."

Defect 1371914: This issue occurred intermittently for projects with a Percent Complete by Phase, as Fixed Amount fee method in their billing terms. On the Fees tab of the Billing Terms form, when you entered a whole number in the Percent Complete field in the Fee Billing Phases grid and then navigated away from the field, the whole number was changed to the same or different number with four decimal places. For example, if you entered 85, it was changed to 84.9999. This issue still occurs when you click the Edit action and switch to edit mode. This will be fixed in a future release.

Defect 1377065: On the Interactive Billing form, after you inserted a transaction on one of the transaction tabs and accepted an invoice, instead of the invoice preview displaying, you received an "OK" error. This occurred if you had entered the following settings on the Billing Session Options dialog box:

• The Preview Existing Invoices as PDF check box was selected.

• The Review GL Details on Accept check box was selected.

• The Post on Accept check box was not selected.

Defect 1377377: On the Labor, Expenses, and Units tabs on the Interactive Billing form, when you used the row selector check boxes to select and then change the billing status of transactions in the grid, the statuses did not save correctly if you continued to change more statuses.

Defect 1357640: On the Invoice Approvals form, when you clicked a row in the Invoices grid, it expanded the Comments field so that you could see the complete comments for an invoice. However, if the text in the Comments field displayed in more than one line, the row tools icon at the end of the each row became misaligned.

To fix this issue, the grid behavior was changed. The expanded comments no longer display automatically when you click a row in the Invoices grid. To view the complete comments for an invoice, click an invoice row in the grid and do either of the following to open the Comment dialog box:

• In the Comments field, click the text, which is a hyperlink.

• On the actions bar for the Invoices grid, click Comment.

Defect 1365658: In Interactive Billing, when you voided an invoice, you received a "You do not have access" error when you tried to create a new transaction file for the void. No transaction file was created, but if you closed and reopened Interactive Billing, the invoice was removed from the Invoice History tab. This occurred when you tried to void invoices after the system-wide billing invoice approvals feature was turned off, or after invoice approvals were turned off in a project's billing terms.

Defect 1353710: When you clicked Import Charges and then selected a file from a Mac computer, you received the following error message: "Conversion from string "32.92 Laura Sellors" to type 'Decimal' is not valid. (Field Name: Amount)".

Defect 1358137: On the Select Expenses page of the Employee Payments form, when you turned on the Employee with Expense Selected option on the Employee Balances grid toolbar and an employee had multiple expense reports that netted to zero, the expense report balances did not display in the grid as they should have. However, the payment was correctly included in the processing run.

Defect 1365432: When you created a new payment run, no vendor names were displayed in the Name column in the Vendor Balances grid.

Defect 1373622: If your connection session timed out, currency amounts in Vantagepoint were incorrectly rounding to zero decimal places in the applications and reports in which you were working when the timeout occurred. You had to log out and log back in to Vantagepoint for the currency amounts to appear correctly.

Defect 1371270: This issue applies if you use the Legacy Microsoft Edge browser (the new Chromium based Edge browser does not have this issue). When you viewed grids on forms or dialog boxes, the rows in the grid were sometimes misaligned on the left. This issue only occurred when you used the pin option for a column in the grid.

Defect 1369733: When you viewed the Activity List and copied an activity, the following errors occurred:

• The activity name did not include "Follow Up:" when you copied an activity.

• In the Attendees field, the user who created the activity was not designated as the owner and you were not able to manually select the owner. Or, an attendee's name appeared twice, with one instance appearing as the owner.

• The date listed was not the current date.

• When you saved the activity record, the page did not refresh immediately and you had to navigate to another page and return to the record to view it correctly.

Defect 1338693: When you assigned an employee to be the Owner of an existing contact record, the assigned employee was not automatically added to the Our Team tab.

Defect 1350718: This issue occurred if you secured any of the Contact Information fields in the Screen Designer. When you entered values for fields on the Contact Information dialog box (for example, Phone, Mobile, Home, or Email), or you added a new contact record, you received an orange warning message about accessing secured fields.

Defect 1359315: On the Associations tab of the Contacts form, in the Projects grid, you were unable to sort entries by the Status column heading.

Defect 1373580: When your security role had limited record level access enabled for the Contacts hub, you received the following error message when you tried to view an individual contact record: "The multi-part identifier "clendor.clientID" could not be bound."

Defect 1361655: On the Overview tab of the Employees hub, the value in the Total Years with this Firm field did not always reflect the actual time worked.

Defect 1295549: In the Accounts Receivable grid on the AR Review form, when you selected an intercompany project and clicked the Preview icon, you could not preview the invoice.

Defect 1338206: When you assigned an employee as an Owner on the Summary pane in the Firms hub, that employee was also automatically added to the grid on the Our Team tab. After you saved the record, if you logged out and then logged back in, the employee was removed from the Our Team tab.

Defect 1364729: When you changed the primary address of the firm by adding a new address or selecting another address in the Addresses grid, you received an error message. This issue occurred when:

• Your Vantagepoint administrator selected only the CRM option for your role in Settings » Security » Roles.

• The firm has an existing address that was previously set as the primary address and another type of address (billing, payment, or accounting).

Defect 1380659: This issue applies if you track multiple companies in Vantagepoint and use a single currency. In the Firms hub, you were prompted to save changes when no changes were made. This occurred for vendor-type firms that were consultant-type vendors, and for which the Approve for Use in Processing in <company name> check box was selected on the Vendor tab.

Defect 1368066: On the New Marketing Campaign Search dialog box, when you applied custom fields to your search criteria, you received the following error message: "The multi-part identifier "MktCampaignCustomTabFields.CustTestField" could not be bound."

Defect 1355245: In certain cases, as you edited a project's structure on the Edit Project Structure form, Vantagepoint changed the capacity calculation setting for a work breakdown structure element to an invalid value. That invalid data, in turn, caused an "Invalid Capacity Calculation" error message when you tried to change the labor compensation amount on the Compensation tab of the Contract Management form.

Defect 1363739: When you created a new project by copying an existing one and the existing project included a lower-level work breakdown structure element (a phase, for example) with - - (two hyphens) as the WBS element number, you received the following error when you tried to save the new project: "The record you are trying to save has been updated by another user. In order to save your changes, you must re-select the record and make your changes again."

Defect 1375924: In the Projects hub, you were sometimes unable to save project data.

Defect 1367943: This issue occurred when the client billing address was locked for a specified user role in Screen Designer. When a user with that role selected or cleared the Graphic check box on the Links grid of the Files & Links tab in Hubs » Projects » Project, the Billing Client address in Hubs » Projects » Billing Terms was incorrectly updated.

Defect 1333721: This issue occurred when you used an existing single company database. If you changed the Enable Multicurrency option to Yes in Settings » Currency » Options, the compensation values were not updated in the Billing Currency or Functional Currency section on the Compensation tab of Hubs » Projects » Contract Management, or for the Billing Currency option on the Contract tab of Hubs » Projects » Plan.

Defect 1370166: On the Estimated Fee tab, when you entered an invalid value (more than 100%) in the Percent of Total Fee field, Vantagepoint did not revert to the previous value in the field even when you received the following warning message: "The Total 'Percent of Total Fee' must be less than or equal to 100%."

Defect 1378608: This issue applies if you set the Project Entering Method option to At Lowest Level Only (System will automatically Update Higher Levels) on the General tab of Settings » Project » Contract Management. When you added a lower WBS level to a project with compensation amounts, the project level was not updated with the correct compensation amounts.

Defect 1347381: On the Invoices form, the Unapplied Retainer field displayed the retainer balance that only applied to the current period regardless of the accounting period that you logged in to. This occurred when you did the following:

1. In a prior period, you entered and posted a cash receipt transaction of the client's retainer payment in Transaction Center » Transaction Entry » Cash Receipts.

2. In the current period, you applied the retainer amount when you final accepted and posted the invoice of your project in Billing » Interactive Billing.

Defect 1369992: This issue applies if you converted from Vision 7.6 to Vantagepoint 3.5.x. Hours for assignments for labor codes in the Plan application were missing if a plan's structure was different from the project's structure. For example, this issue occurred if the work breakdown structure for your projects has two levels (WBS1/WBS2), but a plan has a WBS1/Labor Code structure, or your WBS for projects has three levels (WBS1/WBS2/WBS3), but a plan has a WBS1/WBS2/Labor Code structure.

Defect 1373020: This defect applies to those upgrading from Vision to Vantagepoint. In Vision, plans can skip a level in the work breakdown structure (WBS). For example, for a project that uses all three WBS levels, you could use WBS1, WBS2, and labor code in the plan and skip the WBS3 level. When you upgraded such a plan to Vantagepoint, the upgrade process correctly filled in the elements for that missing plan level with the first child element under each parent element in the WBS level above the missing level (in our example, the first WBS3 element under each WBS2 element in the project WBS).

However, in some cases the upgrade process did not assign plan start or end dates correctly for those inserted WBS elements and also mistakenly adjusted other plan start and end dates based on those incorrect dates. The upgrade should have assigned the plan start and end dates from its parent WBS element to each inserted WBS element and left all other plan dates the same as they were in Vision, but it instead assigned milestone dates from the WBS1 level and adjusted other dates based on those incorrect dates.

Defect 1373801: When you configured the resource assignment alert with a selected Assignee check box in the Show Alert To section of the Resource Assignment dialog box (Settings » Resource Planning » Alerts), and then an employee, that was not a project coordinator, assigned a resource to a project in the Labor tab of Hubs » Projects » Plan, the email alert that was sent to the assigned employee displayed the name of the project coordinator instead of the assignee.

Defect 1360424: When you created a project template in Settings » Project » Project Templates (in the desktop application) and entered values for Direct Labor, Total Project Cost, and Firm Cost fields, the values were not copied to the following fields:

• The Total Project Cost field and the Our Cost field on the Projects form in Hubs » Projects » Project, after you set up a new project using the project template. 

• The Direct Labor field on the Contract Management form, when you viewed the record in Hubs » Projects » Contract Management.  

Defect 1360486: When you clicked Other Actions » Add Phase on the Projects form, chose to create a phase from a project or project template, and then clicked Continue, the next screen took longer than it should have to display, and you sometimes received a timeout message.

Defect 1360913: On the Edit Project Structure form, when you updated the value in the Stage field of any work breakdown structure (WBS) level of your project, the same options displayed multiple times in the drop-down list.

Defect 1369165: The Approved for Use in Processing was not automatically selected on the Overview Tab of the Projects form. This issue occurred when:

• You created a project manually, set the Charge Type option to Regular, and set the Stage option to Won. 

• You selected the Accounting option in the Type of Roles section on the Overview tab in Settings » Security » Roles.

Defect 1376078: This issue applies if you updated any field on the Projects form when the Billing Client field on the Accounting tab was locked for your role (as set in Screen Designer). When you accessed the record again, the Billing Client field now displayed the firm that was entered in the Primary Client field on the Overview tab of the Projects form.

Defect 1377018: When you tried to access the My Preferences dialog box, you received the following error message: "The multi-part identifier "EmployeeCustomTabFields.CustDirector" could not be bound." This issue occurred when custom fields were applied to your role's record access rights for the Employees hub in Settings » Security » Roles.

Defect 1356723: This issue applies if you use approvals for timesheets and expense reports. When you changed the approval workflow to another workflow, partially approved timesheets and expense reports were not restarted.

Defect 1374242: This issue applies when you log in to Vantagepoint using the Francais (Canada) language and approvals are turned on for timesheets, expense reports, and absence requests. In the Approval Center, no timesheets, expense reports, or absence requests displayed on the approval forms.

Defect 1376808: On the Calendar form, when you tried to move time from one timesheet period to another period, you received a timeout error and the timesheet changes were not saved.

Defect 1356732: When you expanded a dashpart with the favorite report dashpart base, the favorite report refreshed. This issue occurred even when the dashpart's Always Rebuild Report option was not selected in Dashpart Designer.

Defect 1357463: When you hovered the cursor over a dashpart in the Dashpart Library of the Dashpart Designer, the tool tip for the dashpart was not displayed.

Defect 1372850: When you displayed a dashboard with the My Activities system dashpart, an error message was displayed and no activity records were displayed in the My Activities system dashpart. This issue occurred when your role had limited record access rights to the Projects hub.

Defect 1364773: When you added a report name with a single quote (') in the Expense Report Name field and tried to save the report, you received the following error message: "Missing Expense Master Record."

Defect 1364919: When you copied an existing expense line with a mileage expense to a new expense report, the copied expense line displayed a value of 0 in both the Miles field and the Rate field.

Defect 1376253: On the Expense Report form, when you used the lookup on the Project field, it did not return projects that your security role had access to when you had access to only the lower WBS levels, and not the project level.

Defect 1376866: When you upgraded to Vantagepoint 3.5, you encountered the following issues in the Expense Reports application:

• On the Expense Report form, when you edited the value of the Total Tax Amount field for the expense line item, the change was not reflected in the Payment Amount field.

• As an approver, you modified the Total Tax Amount by selecting a different value in the Tax Code drop-down field, but the Save button on the Expense Report form was disabled.

Defect 1377763: This issue occurred when you created a new expense report by copying an existing expense report that had several line items that used a labor category with an assigned tax rate calculation. If you deleted some of the line items in the new expense report, the tax rate and amount for the remaining line items were zeroed out when you saved the expense report.

Defect 1380756: The following issues occurred in an expense report that had a status of In Progress:

• If the expense report had at least two expense line items and you modified the information on the Detail dialog box of one of the expense lines, the amount in the Total Tax Amount was recalculated incorrectly.

• If the expense report had at least one expense line item and you modified the information on the Detail dialog box for an expense line, the Save button was disabled. 

Defect 1220652: On the Account Analysis report (available under General Ledger reports), the Account Base Rollup option defaulted to 5 positions instead of the entire account number, regardless of how you set the Number Length option in Utilities » Key Formats » Accounts.

Defect 1293296: The AR Statement report printed the State/Province code even when you specified that the state description should be printed (in Settings » Labels and Lists » Lists).

Defect 1339106: On the Columns & Groups tab of the Resource Utilization by Organization report, when you set the Resource Organization Grouping option to None, you could not save and generate the report.

Defect 1353958: This issue occurred if you used a custom check box as a search field on the Voucher Ledger report. When you clicked Apply and ran the report, the report values were missing and the report was blank.

Defect 1356638: When you selected Round Detail to Whole Amounts/Hours on the Options tab of the Time Analysis report, the amounts on the generated report were not rounded.

Defect 1357669: When you edited and saved a Payroll Data Export report from the Favorites tab, the report updates are not saved.

Defect 1358276: On the Contact List report, when you added firm fields to the Groupings grid, 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 1358282: When you generated a State Unemployment Insurance Worksheet with the SUI code calculation, the generated report had no data.

Defect 1358284: When you generated the Project Labor report, the labor cost values were incorrectly displayed in the Labor Cost Rate column. This occurred even if the Labor Cost Rates/Amounts field was configured with no access for your role, on the Accounting tab of the Roles form (Settings » Security » Roles).

Defect 1362791: On the Income Statement report, you were unable to export Drill Down report results to Excel when you selected the following options:

• On the Reporting form, you set options for the Income Statement report and then clicked Run on the Actions bar to generate the report.

• On the Report Preview, you clicked an amount's blue hyperlink to display the Drill Down report for that amount.

• You clicked the Download button and then set the Download option to Excel, to export the Drill Down report to Excel.

Defect 1362818: When you generated the Employee Labor Detail report, the total values in the Days column were incorrect. This occurred when:

• You used a user-defined field in My Stuff » Timesheet.

• In the Level of Detail field on the Options tab of the Employee Labor Detail report options, you selected Project or Project & Period.

Defect 1362821: When you used a complex search (by turning on the Advanced Settings toggle on the Search dialog box) to run a favorite report and changed the date range, you received an error message and you were not able to generate the report.

Defect 1365150: On the Options tab of the Unbilled Detailed and Aging report, when you set the Bill Through Date field to Today's Date before generating the report, the consultant's expenses (AP vouchers) that were dated today were not shown in the report.

Defect 1367951: This issue applies if you set the Time Frame option to Date Range and then entered the dates in the Starting and Ending fields on the Options tab of the Payroll Check Register report form. When you ran the report, the date range was not displayed on the header.

Defect 1368889: The Billing Terms List report did not display fee category names even though you selected the Allocate Billed Revenue on Fee Invoices based on Category check box on the Fees tab in Hubs » Projects » Billing Terms.

Defect 1373923: When you ran the Project Detail report, it included projects that had no activity. This occurred when you set the following on the Options tab:

• In the Labor Options section, you set the Labor Detail and Sort By options to Employee.

• In the Report Activity Options section, you selected all check boxes (Project, Phase, and Task) for the Report Records with Activity in the Following Area option and you set the Find Activity in this Time Frame option to Year-to-Date.

Defect 1373946: When you updated the search criteria of an existing Project List report, the report sometimes displayed project information based on the previous search criteria. For example, when you removed some contract periods from the search criteria to update the report, it sometimes still displayed project information from the removed contract periods. As a workaround, create a new Project List report and configure it with the new search criteria.

Defect 1373950: In the browser application, you received an error message when you previewed favorite reports under the Equipment and Purchasing report types. When you previewed the same favorite reports in the desktop application, the reports displayed correctly.

Defect 1373953: When you previewed the Project Detail report and then tried to download it as a comma-separated values (CSV) file, you received the following error message: "Error: Subreport could not be shown." This occurred if you set the report options to the following:

• On the Columns & Groups tab, you selected the Show Totals on Header and Show Final Totals check boxes.

• On the Options tab, you cleared the Include Financial Analysis check box.

Defect 1373967: When you generated the Income Statement report and grouped it by Account Group, the drill-down report window for amount-related fields did not display the drill-down details.

Defect 1373993: When you specified Revenue Type as the sort criteria for the Office Earnings report, the sort order on the generated report was incorrect.

Defect 1374536: When you generated the AR Aged report with calculated fields, the final total values for calculated fields were incorrect. This occurred when you (in Settings » General » Calculated Fields) set the Perform Calculation On field of the calculated field to something other than Detail Lines.

Defect 1380088: The overtime amount on the Unbilled Detail and Aging report was incorrect when a project's billing terms had no overtime multipliers entered.

Defect 1380449: When you selected a currency option on the Report In field in the Option tab of the Project Forecast report options, and then generated the report, the report did not display amount values based on the selected currency option.

Defect 1346704: When you resized a timesheet grid in order to view the available columns, the grid and column widths were not saved when you logged out of Vantagepoint and then logged in again.

Defect 1370645: When your timesheet entries were not saved due to connectivity issues, you did not receive an error message and the Save button was disabled on the Timesheets form.

Defect 1371251: When you saved timesheet records, you encountered a performance issue and noticed a spike in your CPU usage.

Defect 1374117: This issue applies when you log in to Vantagepoint using any non-English language and approvals are turned on for timesheets. On the Timesheet form, the filter list for the timesheet search field did not correctly display the record count beside each timesheet status type (such as All Missing, All in Progress, All Pending Approval, and so on).

Defect 1375014: This issue applies if your timesheet included a project that had a default unit table entered for it on the Accounting tab in the Projects hub. Depending on your role, when you clicked Approve or Unsubmit on the Timesheets form, the following occurred:

• You received the following error message: "You cannot change this timesheet because its state has changed. Reselect the timesheet on the Open dialog to see the current state."

• When you tried to navigate away from the timesheet, you received a prompt to save changes even when you had not made any changes..

Defect 1377429: On the Timesheet form, the lookup in the Project field was slow to retrieve projects.

Defect 1377857: When you enabled the Autopopulate From Plan Assignments option in Settings » Time » Options, a code string incorrectly displayed in the Line Status column for missing employee/time period timesheets in the Timesheets form.

Defect 1377889: When you clicked the lookup field in the Project column, the spinning wheel animation for the Project lookup field displayed above the Project/Phase/Sub-Phase Lookup dialog box when it should have been hidden. After you selected a record and closed the lookup dialog box, the spinning wheel animation took a long time to disappear. This prevented you from entering hours in the timesheet.

Defect 1371283: On the Employee Payment Selection page of the Payroll Payments form, the Total Gross Payment column displayed incorrect values because it did not include Other Pay amounts. This was contrary to the Gross Amount values that displayed correctly when you ran the Payroll Export report (under the Payroll report type in My Stuff » Reporting).

Defect 1338197: When you opened or created a new custom proposal and added a proposal element, the Estimated Fee field was not available on the Insert Fields dialog box if the custom proposal had pursuit projects.

Defect 1340847: In Project search, if you selected the Contains operator to search for a User Defined Firm lookup, Vantagepoint did not return the correct records for the lookup.

Defect 1346589: In Project search, when you clicked the Show # of Results link for the first time, an incorrect number of search results were displayed. This issue occurred if you selected the following Add Field options in the Search Criteria section:

• In Add Field, you selected the Invoices - Invoice (unpaid) field.

• You set the Operator to Starts with.

• You entered a value in the Add Value field.

Defect 1353954: When you used a legacy custom search in AP Invoice Approvals, you received the following error message: 'The multi-part indentifier "CFGAPApprovalStatus.Description" could not be bound.'

Defect 1369197: When you performed advanced searches, records with null values in selected fields were not displayed in the search results.

Defect 1364046: This issue applies if you have multiple currencies in Vantagepoint. When you used Screen Designer for Chart of Accounts to create a user-defined currency field with Currency Type = Record, the User-Defined Currency field that should have also been added for selecting the currency for the user-defined currency field was missing from the Accounts form.

Defect 1369612: This issue occurred when you used Other Actions » Copy on the Account Tables form to create a new account group table. After you created the new table, but before you saved it, you were unable to edit the start and end accounts in the Account in <account group name> child grid for the account group that you selected in the Detail Account Groups parent grid on the Detail Groups tab. The grid was grayed out.

A new info button has been added to the right of the Accounts in <account group name> grid title to let you know that before you can make edits to the start and end accounts in the grid, you must save the new table.

Defect 1346316: When you included a memo field (such as the Notes or Comments field for a record) in a grid, and the record had an HTML table in the memo field, updates to the field values in the affected grid were not saved in presentation mode. As a workaround, remove the HTML formatting of the table in the memo field in the affected grid before updating other fields.

Defect 1328902: On the Approval Center form for timesheets, submitted timesheets incorrectly displayed None in the My Action Required field in the Timesheet Lines grid. The Approval Action field incorrectly displayed only Reassign.

Defect 1372028: You were unable to create a cost/rate table because the + New Rate Table option was missing. This occurred when your role had Full Access to Labor Cost Rates/Amounts and Labor Burden Rates/Amounts fields on the Accounting tab in Settings » Security » Roles, but did not have access to any billing rate table.

Defect 1372702: If, on the Rates settings form (Settings » Resource Planning » Rates), you set default employee and generic resource labor billing and cost rate methods for new project plans to From Labor Code Table with a specific table selected, those defaults were correctly used for generic resources in new plans but were not used for employees. Instead, Vantagepoint set the default labor rate method for employees on the Plan Settings dialog box to From Labor Rate Table, with no rate table specified.

Defect 1376860: You were unable to select projects when you added line items in My Stuff » Expense Reports. This occurred when your username was assigned to a role for which the Expense Report check box was cleared in the Apply Project Access To section on the Record Access tab.

Defect 1361340: When you configured a scheduled workflow to run on a first, second, or third weekday of every month in the Schedule section of the Recurrence tab on the Schedule dialog box, the scheduled workflow ran a week later instead of the selected schedule. In addition, the incorrect schedule was displayed in the Schedule column of the Print Workflow grid of the Scheduled Workflows form.

Defect 1375308: This issue occurred when you approved an AP Invoice and specified a date in the End Date field that fell outside of the accounting period but was not more than 60 days beyond the accounting period end date. Instead of receiving a warning message, you received an error message and you were not able to proceed because the value that you entered was not retained.

 

Defect 1358106: When you tried to post a timesheet on the Time and Expense Posting form (Transaction Center » Time and Expense Posting), approved timesheets were not displayed. This issue occurred when the timesheet and the approval record had mismatched statuses.

Defect 1376735: When you tried to edit an AP disbursement, the file name was not displayed in the AP disbursement record and you received the following error message: "File ID is not valid." This occurred for AP disbursements with the following settings:

• On the New File dialog box, you set the Payment Method option to Credit Card.

• The AP disbursement record had at least one attachment in the Project Information grid of the AP Disbursements form.

Defect 1203086: If you created duplicate AP Voucher entries, the pop-up warning message that indicated the duplicate invoice did not honor the date format selected in My Preferences » General » Date Format.

Defect 1365671: This issue occurred for labor entries that you made in Utilities » History Loading » Labor and Expense. When you ran the Labor Detail report under the Project report type in My Stuff » Reporting, some employee names displayed in the format "FirstName LastName" on the report. The format should have been "LastName, FirstName."

Defect 1339768: When you imported firm records from a comma-separated values (CSV) file, the firm number was deleted for existing firm records that were also in the CSV file. This issue occurred when auto numbering was enabled for firm records.

Defect 1355881: This issue occurred if you use multiple companies. When you logged in to one of the companies, imported multiple firms, and selected the Update duplicate records option on the Update Firms from CSV dialog box, the accounting information for one of the firms was not included.

Defect 1355882: This issue applies if you set up a workflow (in Settings » Workflow » User-Initiated Workflows) for the Contacts area. If the workflow updated the Market field in a new contact record when the contact was imported with an associated firm, the workflow used the Market field in the firm record to update the Market field in the contact record. When you imported multiple contacts in Utilities » Imports & Exports » Imports, only the Market field of the first contact record was updated in the Contacts hub.

Defect 1353548: When you tried to convert phase or task records, in Key Conversions » Phases and Key Conversions » Tasks respectively, you could not increase field values beyond 7 characters. This occurred even when the Projects hub was set up to accept phase and task field values of up to 30 characters.

Defect 1353551: When you tried to increase the value in the Field Length field of the Phase Number Format form and Task Number Format form, in Key Formats » Phases and Key Formats » Tasks respectively, you could not increase the field value beyond 7 characters. This occurred even when the Projects hub was set up to accept phase and task field values of up to 30 characters.

Defect 1310485: When you selected a single project in Refresh Billing Extensions, you received a warning message saying that the utility would run for all projects in your entire database.

Defect 1365763: When you open the Refresh Billing Extensions form, the Range of Accounting Periods From check box is selected by default. If you clicked the Refresh Billing Extensions menu item again without changing anything on the form, the Range of Accounting Periods From check box was automatically cleared, and you received the following error message when you clicked Run: "At least one project has no billing terms..."

Defect 1368172: The value of the specified field remained empty after you ran the Search and Replace utility. This issue occurred when:

• In Utility » Updates » Search and Replace, you entered a field name that had no value in the Field to Update field and you specified an application area (for example, Additional Details in the Projects hub).

• You set the Update Method option to From Another Column.

• In the Column Field field, you entered a field name that had a value (for example, a user-defined Memo Field).

Defect 1364843: When you used the Update Billing Status utility, you received the following message even when there was billing data to update: "The Update Billing Status process has no data to post."