2021 Federal Taxes and Nonresident Alien Additional Amounts

The following are the updates for 2021:

• The percentage method tables have been updated.

• The amount added to the wages of a nonresident alien employee, who was first paid wages before 2020 and has not submitted a Form W-4 for 2020 or later, has increased from $8,100 to $8,250.

• The amount added to the wages of a nonresident alien employee, who was first paid wages in 2020 or later or has submitted a Form W-4 for 2020 or later, has increased from $12,400 to $12,550.

For more information, see: https://www.irs.gov/pub/irs-pdf/p15t.pdf.

Kentucky 2021 Tax Update

The standard deduction amount increases from $2,650 to $2,690. For more information, see: https://revenue.ky.gov/Forms/2021 42A003(TCF)(12-2020).pdf.

Michigan 2021 Tax Update

The personal exemption amount increases from $4,750 to $4,900. For more information, see:  https://www.michigan.gov/documents/taxes/446_711611_7.pdf.

Minnesota 2021 Tax Update

These are the updates for Minnesota:

• The amount of one withholding allowance increases from $4,300 to $4,350.

• The withholding tables for Single and Married have been updated.

Mississippi 2021 Tax Update

The annual withholding percentage table has been updated. For more information, see:  https://www.dor.ms.gov/Documents/Computer Payroll Flowchart 9-9-20.pdf. 

Missouri 2021 Tax Update

The following are the updates for Missouri:

• The standard deduction amounts have increased. These are the new amounts:

• Single: $12,550

• Married and Spouse Works: $12,550

• Married and Spouse Does Not Work: $25,100

• Head of Household: $18,800

• The tax bracket thresholds used in the formula have been adjusted.

For more information, see: https://dor.mo.gov/forms/4282_2021.pdf.

New Jersey Income Tax Withholding (Remainder of 2020)

New legislation enacted September 29, 2020, made several changes to the New Jersey Gross Income Tax Act as part of New Jersey’s Fiscal Year 2021 budget. The new law increases the Gross Income Tax rate for income between $1 million and $5 million and provides a new withholding rate for the remainder of 2020.

Effective January 1, 2020, the tax rate on that income bracket increases from 8.97% to 10.75%, regardless of filing status.

Effective immediately, employers must withhold Income Tax at the rate of 21.3% from salaries, wages, and other remuneration in excess of $1 million, but not in excess of $5 million, during the taxable year.

This higher withholding rate allows taxpayers affected by the rate increase to "catch up" on their withholdings for the year since the new tax rate is retroactive to January 1, 2020.

The Division of Taxation will not impose interest or penalties for insufficient payment of estimated tax and/or withholdings that may be due before September 29, 2020, if the underpayment is a result of the new tax rate.

For more information, see: https://www.nj.gov/treasury/taxation/pdf/withholdingtables.pdf.

New Mexico 2021 Tax Update

Updates to New Mexico include the following:

• The percentage method implements a new 5.9% income tax bracket. 

• The supplemental tax rate increases from 4.9% to 5.9%.

New York State 2021 Tax Update

The annual withholding tax tables for Married and Single have been updated. For more information, see: https://www.tax.ny.gov/pdf/publications/withholding/nys50_t_nys_121.pdf.

North Dakota 2021 Tax Update

The tax brackets used in the following have been adjusted:

• Withholding method for Forms W-4 before 2020

• Withholding method for Forms W-4 for 2020 and after

For more information, see: https://www.nd.gov/tax/data/upfiles/media/income-tax-withholding-rates-and-instructions-booklet-2021.pdf.

Oregon 2021 Tax Update

Here are the updates for Oregon for 2021:

• The federal tax adjustment amount increases from $6,950 to $7,050 for an employee with annual wages up to $50,000.

• The federal tax adjustment phase-out amounts for an employee with annual wages of $50,000 or greater have changed.

• The tax table has changed for an employee with annual wages of up to $50,000.

• The tax table has changed for an employee with annual wages of $50,000 or greater.

• The allowance amount increases from $210 to $213.

• The standard deduction amount increases for the following statuses:

• Single with fewer than 3 allowances: from $2,315 to $2,350

• Single with 3 or more allowances: from $4,630 to $4,700

• Married: from $4,630 to $4,700

For more information, see: https://www.oregon.gov/dor/forms/FormsPubs/withholding-tax-formulas_206-436_2021.pdf.

Illinois 2021 Tax Update

The value of a state withholding allowance in the withholding formula increases from $2,325 to $2,375. 

Rhode Island 2021 Tax Update

Updates for Rhode Island include the following:

• The annual withholding table has been updated.

• The threshold for the 0.00 allowance amount increases from $231,500 to $234,750.

For more information, see: http://www.tax.ri.gov/forms/2021/Withholding/2021 Withholding Tax Booklet.pdf. 

Vermont 2021 Tax Update

These are the changes for Vermont:

• The annual percentage method withholding tables for Married and Single have been updated.

• The value of a withholding allowance increases from $4,350 to $4,400.

Update the GET Activities API Endpoint

To further support email integration, the GET Activities API endpoint is now updated with the option to include individual occurrences for recurring activities, which you can set in order to expose additional activity-related fields.

Expose the GET Users API Endpoint

The GET Users API endpoint is now available. This endpoint retrieves a list of Vantagepoint users with associated information such as status, to help you distinguish between active and inactive users.

Vantagepoint Connect Add-in

Use the Vantagepoint Connect add-in with Vantagepoint CRM to set up two-way synchronization of your contacts and calendar items with your email application. Integrating with Outlook and Exchange, Vantagepoint Connect provides a single point of entry for collaborating and sharing your contacts and calendar items with colleagues to nurture your client relationships. It also provides access to a scheduling assistant so you can share your availability with clients and quickly set up appointments. 

VP Connect requires:  

• Vantagepoint CRM  

• Microsoft Exchange: 2016 or higher 

• Outlook: 2016 or higher 

• Office 365 OAuth (supported) 

Use the Connect Administration Integration Utility in Utilities » Integrations to set up the users and associated profiles that will allow synchronization of contacts and calendar items via the email application to Vantagepoint. Utilities » Integrations also includes a Connect Sync Options Integration Utility that serves as a dashboard for synchronizing data between Vantagepoint and the Connect Add-in. You can schedule or manually force the synchronization process to occur. 

The new Connect Add-in replaces the Microsoft Outlook Add-in that was previously available in Vantagepoint. Access to the previous Outlook Add-in feature was removed from the Vantagepoint application and the supporting online help topics were replaced with the updated Connect Add-in topics. This change includes replacement of the Microsoft Outlook Add-in Login URL from the System Info tab on the About » Help dialog box. 

To use the new functionality, clients who were using the Outlook Add-in must uninstall it and then install the new Connect Add-in.

Performance improvements have been made to make dashparts with the project dashpart base load faster.

The Touch Server for this version of the Vantagepoint mobile application has been upgraded to support PHP 7.4.14.

Defect 1361618: When you ran the Firm List report, the Paid This Year and Paid Last Year columns displayed values with 4 decimal places. This occurred even if the number of decimal places for the currency is set to 2 in Settings » Currency » Options.

Defect 1414088: If the state ID was longer than 12 characters, the ID did not show on the 1099 MISC or 1099 NEC forms when you clicked the printer icon from the preview pane, or when you downloaded the preview to a PDF file. However, the state ID did display in the print preview.

Defect 1396460: The amounts in the Intercompany Billing voucher file and the matching journal entry file were different. This issue occurred when the following applied:

• You tracked multiple companies in Vantagepoint and subledger terms were enabled.

• The currency of the AR project was the same as the functional currency of the company running Intercompany Billing.

• The AP bank for the company receiving the intercompany billing had a currency that differed from the functional currency of the first company.

• A reverse charge tax was used in the company receiving the intercompany billing, on the Subledger Terms tab of Intercompany Billing Settings.

Defect 1396041: When you ran Revenue Generation, the chargeable WBS level was skipped by the process if the contract was stored at the project level and the chargeable WBS level. Consequently, when you generated the Office Earnings report in My Stuff » Reporting, the data for the affected chargeable WBS level was not displayed.

Defect 1396905: This issue occurred if you set the Enable Options to Update BTD for Journal Entries to Revenue to Yes In Settings » Accounting » Transactions.

In Revenue Generation, when you ran the process with the Post Transaction Immediately After Calculation check box not selected: The transaction file for the Revenue Generation run in Transaction Center » Transaction Entry » Journal Entries incorrectly had the Update Project Billing Amount When Adjusting Revenue check box on the Journal Entries form selected, and you could not clear it. The check box should have been disabled.

Defect 1401798: When you activated Vantagepoint and clicked the Activation Overview video link on the first activation screen, you received a 404 File or Directory Not Found error.

Defect 1397867: This issue applies if you turned on Enabled Reporting Realization by Employee in Settings » Accounting » Labor Option and you also, in Labor Options Settings, set Calculation Method to Billing and set Frequency to Invoice.

 

In Interactive Billing, when you final accepted an invoice that had labor line items for different employees: On the Employee Realization dialog box, if you edited the amounts in the Labor Realization field for both employees, you received the following error message: "Transaction (Process ID xx) was deadlocked on lock resources with another process and has been chosen as the deadlock victim. Rerun the transaction."

Defect 1385683: This issue occurred intermittently in Interactive Billing and in Revenue Forecast in the Projects hub when you entered a project number in the search field to switch from one project to another. When you opened the Project Structure dialog box, Vantagepoint displayed incorrect project information.

Defect 1393064: This issue applies if you use company-wide invoice numbering for billing invoices. When you assigned an invoice number that had previously been used for an invoice on another project, you should have received a warning message.

Defect 1394052: Regular and overtime labor line items that were charged to the same labor code on the same day should have displayed on an invoice, one after the other. Instead, a line item with the same date, but a different labor code was inserted between them.

This sorting issue occurred when a project had the following settings in Billing Terms:

• On the Rates tab, the labor method was By activity code and the overtime method was Sep ovt with team member percent.

• On the Format tab, the Timesheet Detail check box was selected, the Show Comments check box was not selected, and Show Team Member As was set to Activity Code Description.

Defect 1409683: This issue occurred in Interactive Billing when you clicked Other Actions » Download for Editing and then edited an invoice as a Rich Text Format (RTF) file. When you uploaded the edited invoice back into Vantagepoint as a PDF file and then clicked either Print on the actions bar or the Edited Invoice On File link on the General tab, the printed invoice displayed the original RTF document.

Defect 1409771: Units did not print on invoices after you clicked Modify on the Units tab in Interactive Billing and then modified the unit description.

Defect 1396230: The Payments fields and Receipts fields on the Summary tab did not update with the correct amounts. This defect happened when you did the following:

• On the Payments tab, you selected, cleared, and then re-selected an item.

• On the Receipts tab, you selected an item and saved the changes. You then cleared and re-selected the item.

Defect 1399606: When you set the Date Format option to dd-MM-yyyy on the General tab of the My Preferences dialog box and then navigated to Cash Management » Bank Reconciliation, the Unclear All and Clear All functions on the Receipts and Payments tabs did not function correctly.

Defect 1388604: When you clicked Post Payments, there was a lag in response. While the process was still loading, you were able to click Post Payments again, which resulted to multiple payment amounts.

Defect 1397939: This issue occurred when you did the following:

1. In Cash Management » Vendor Payments, you clicked +New Payment Run.

2. In the Vendor Balances grid, you selected a vendor and clicked View Details at the end of the row.

3. On the Select Vouchers to Pay dialog box, you selected a row in the grid and changed the Payment Terms from Next to Hold, which set the Payment value to zero.

4. You clicked a different row in the grid.

When you moved to the next row in the grid, the payment amount in the original row incorrectly reverted to the original payment amount.

Defect 1399949: In the Boilerplates hub, when you switched to list view after you applied a user-defined field on the New Boilerplate Search dialog box, you received the following error message: "The multi-part identifier "TextLibraryCustomTabFields.CustTextLibraryStatus" could not be bound."

Defect 1394255: This issue occurred when you did the following:

1. In Settings » CRM, you set Enable Lead Qualification to Yes.

2. You logged out and then logged back in to Vantagepoint.

3. In General » Screen Designer, you selected the Contacts hub.

4. You selected the Firm Name field, set it to Required in the Field Properties pane, and then clicked Save.

5. In Settings » CRM, you set Enable Lead Qualification to No.

6. You logged out and then logged back in to Vantagepoint.

7. In Hubs » Contacts, you attempted to create a new contact.

When you attempted to create a new contact, the Firm Name field was incorrectly required.

Defect 1404022: This defect applies if your organization uses CRM Plus. When you searched for a contact, the results list included unqualified contacts even if the Enable Lead Qualification option was set to No in Settings » CRM.

Defect 1398138: When you created a new employee record and then tried to click Save, you received the following error message: "Labor Type is required." This occurred even when the field or option was not available on the Employees form.

Defect 1354693: On the AR Review form, the Aged AR - As of [Date] field did not follow the date format that you set on the General tab of the My Preferences dialog box.

Defect 1396149: When you selected Hubs » Firms » AR Review and performed a new search on the New Firm Search dialog box, the number displayed in the Number column was the internal client ID for the firm instead of the client number for the firm.

Defect 1393642: This issue occurred when you did the following:

1. On the Record Access tab of Settings » Security » Roles, you selected the Search button on the Record Level View column for the Contacts hub.

2. On the New Contact Search dialog box, you selected a custom field as the search field.

3. On the Contacts tab of Hubs » Firms » Firms, you clicked the associated contact name.

When you clicked the name to open the record, you received the following error message: "The multi-part identifier "ContactCustomTabFields.Custxxxxx" could not be bound."

Defect 1399681: When you tried to edit a firm record, you received the following error message: "Column:Org does not exist." This issue occurred due to the field security rights that you set for your role in Screen Designer. When you set the Organization field (on the Vendor tab in the Firms hub) to Secured and Locked, you did not receive a warning message that the field should be set to Hidden and Unlocked.

Defect 1381602: On the Vouchers tab in Voucher Review, when you selected a voucher and clicked Voucher Options at the end of the grid row, the Billed Project was auto-populated on the Voucher Line Items grid of the Voucher Details dialog box. If the project contained phases and tasks, the Billed Phase and Billed Task columns were incorrectly shaded (grayed out).

Defect 1399716: On the Responses tab of the Marketing Campaigns form, when you clicked the hyperlink of a contact record's associated firm, the info bubble did not display the correct primary address that was selected for the firm in the Firms hub.

Defect 1390903: This issue occurred when you did the following:

1. In Hubs » Projects » Project, you selected Other Actions » Design.

2. On the Summary pane, you selected Stage and then clicked the gear icon (Settings) on the Field Properties section.

3. On the Field Settings dialog box, you clicked Lost To and then, in the Field Properties section, you clicked Roles Selected in the Field Security field.

4. On the Field Security Rights dialog box, you set the selected role to Hidden and then clicked Save.

When you opened the project and set the Stage to Lost, the Lost To field incorrectly displayed on the Stage dialog box, even though it should have been hidden.

Defect 1424031: In the Projects hub, when you changed the entry in the Stage field in the summary pane of the Projects form, the entry in the Capacity Calculation field in the summary pane (Include from Scheduled Utilization or Excluded from Scheduled and Utilization) was not always updated appropriately.

Defect 1382183: This issue occurred if, on the Compensation tab of Hubs » Projects » Contract Management, the Direct Labor field was set to Locked for your role and you did the following:

1. On the Contract tab of the Contract Management form, in the Contract Details grid, you modified the Direct Labor value.

2. You made any change on the Summary pane of the Projects hub, or, on the Dates & Costs tab of Hubs »  Projects » Project, in the Milestones grid, you changed a date for any value.

When you reviewed the amounts on the Compensation tab of Hubs » Projects » Contract Management, the Direct Labor amount was incorrectly removed from the Total Direct Compensation value.

Defect 1398192: On the Estimated Fee tab of the Contract Management form, when you entered an invalid value (more than 100%) in the Percent of Total Fee field, you were unable to make further changes in the field. This occurred even when Vantagepoint reverted to the previous value in the field and you received a warning message saying that the value must be less than or equal to 100%.

Defect 1400148: When you used a particular workflow and locked and/or hid grids, rows, or columns on the Contract tab, the contract totals yielded incorrect values.

Defect 1332113: When you entered AR comments in the Projects hub or Firms hub, the default time stamp displayed in UTC hours. However, when you saved the AR comment, the timestamp reverted to the local time, as established in your PC settings.

Defect 1368145: When you rejected or approved an invoice, the comments that you entered for the action were not saved and did not display in the Comment field of the Draft Invoice Comments Dialog box. This issue occurred when you were using Projects » Invoices.

Defect 1401153: In the Invoices application, you received the message "An error has occurred" when you completed the following actions:

1. On the Invoices form, you opened a project that had a submitted draft invoice.

2. In the Invoices grid, you clicked the row tool at the end of a row and selected Approve Invoice or Reject Invoice.

3. On the Draft Invoice Comments dialog box, you entered comments and clicked Save.

Defect 1369260: When you created a project and then navigated to Hubs » Projects » Plan, when you selected Other Actions » Plan Settings on the actions bar and then made a change on the Plan Settings dialog box, you received the following error message: "Input string was not in a correct format."

Defect 1370502: This issue occurred when you did the following:

1. In Hubs » Projects » Plan, you checked out a plan and selected the Consultants tab of the Plan form.

2. On the Level/Consultants Type grid field, you clicked + Add Consultants and then clicked Cancel on the Consultants Type Lookup dialog box.

3. On the Add Consultants Type and Consultants Name dialog box, you entered the account name in the Consultant Type field.

Vantagepoint incorrectly displayed non-consultant accounts in the Consultant Type field search results.

Defect 1385139: On the Projects form, when you clicked Other Actions » Copy Project, selected the Copy Plan check box, and then entered a date in the Plan Start field, the following issues occurred on the Plan form in Hubs » Projects » Plan:

• In the summary pane, the Plan Start - End field did not display the correct date and year that you set.

• On the Labor tab, the labor and resource details of the project plan were not copied and displayed.

Defect 1396953: If a user with read-only rights loaded a plan in Hubs » Projects » Plan and added job-to-date assignments (for example, a timesheet), Vantagepoint incorrectly marked the plan as checked out to the user.

Defect 1397357: Your name was displayed as the last person who modified a plan in the Projects hub even when your role's record access rights to Projects and Project Plans were set to Read Only in Settings » Security » Roles. This occurred in response to certain actions; for example, when you added a project, edited a project structure, or added timesheets.

Defect 1346651: When you displayed a project's work breakdown structure on the Edit Project Structure form, expanded a phase to view its tasks, and then collapsed that phase, Vantagepoint continued to expand that first phase again each time that you expanded another phase. This made editing the project structure difficult, particularly if the project had many phases and tasks.

Defect 1370164: When you add a new project on the New Project form and the name that you enter for the new project matches or partially matches one or more existing projects, Vantagepoint displays an Are You Looking For list of those existing projects. If you clicked a project in the list to display it, Vantagepoint instead displayed the project you most recently selected in the Projects hub.

Defect 1372128: In the Projects hub, when you clicked Other Actions » Copy Project in an existing project record, the fields were grayed out and not editable. This occurred when your role was restricted to update specific projects even when your access rights to the Projects hub were set to Full in Settings » Security » Roles.

Defect 1376694: On the Overview tab of the Projects hub, the contact name that you entered in the Primary Client field disappeared at the project and phase level after you updated the address for the billing client on the Accounting tab in the Projects hub.

Defect 1388678: This issue occurred when you created an email alert that included the Country field in the conditions in Settings » Workflow » User Initiated Workflows. If you then navigated to Hubs » Projects » Project and changed the country in the Location field, the resulting email alert incorrectly displayed the country's code instead of the country's description.

Defect 1389725: If, for a project with a lost stage and a firm name in the Lost To field, you clicked the edit icon next to the Stage field to edit stage information, the firm's internal ID, rather than its firm name, displayed in the Lost To field on the Stage dialog box.

Defect 1390047: Even when the CRM, CRM Plus, and Resource Planning modules were not activated, the project stage incorrectly displayed at the bottom of the project image for some projects. Stages are not supported if none of those modules is activated, so a stage value should never display with the image in that situation.

Defect 1390268: On the Files & Links tab of the Project form, if the text in the Description column of either the Files grid or Links grid was prefixed with numeric date values and you then sorted by the Description column, the items did not sort chronologically by date.

Defect 1394747: When you opened a project record, you received the following error message: "Invalid column name 'CustName'." This issue occurred when you created a new hub in Screen Designer and then did the following:

1. In the new hub, you added records and then entered values in the Name and Number fields.

2. In Screen Designer for the Projects hub, you clicked the Add Field option and then selected the value that you entered in the Name field from the new hub.

3. After you saved the changes, you removed the Name field and then changed the value that you entered in the Number field.

Defect 1396156: This issue occurred when you created a project (WBS1) from another project record that had phases (WBS2) and tasks (WBS3) defined in the work breakdown structure. On the Edit Project Structure form, when you clicked to expand a phase, you had to repeat the action because the tasks were not displayed accordingly.

Defect 1399584: In some cases, when you changed the stage for a project to one with a different stage step¾for example, from an in-pursuit stage to a won stage¾the capacity calculation status for the project (whether it should be included in scheduled and utilization percentages) was not updated accordingly.

Defect 1400797: When you created or modified a project on the Projects form, the project record was not reloaded even when a user initiated workflow (configured in Settings » Workflow » User Initiated Workflows) had a stored procedure action with the Reload Info Center Record option selected on the Stored Procedure Configuration dialog box.

Defect 1402311: When you tried to save a promotional or overhead project in the Projects form, you received a "Please provide a Source for table Projects" error message and the project was not saved. This issue occurred due to a required field that was hidden and not applicable for promotional and overhead projects.

Defect 1402532: In Screen Designer for the Projects hub (Other Actions » Design), when you set the field security rights of the Project Plan Summary field to Secured, the details were still displayed in the summary pane of the Projects form.

Defect 1402846: When you set up a project and selected a value other than the active company in the Organization field on the Overview tab, the Unit Table field in the Expense section on the Accounting tab displayed a list of options from the active company, instead of the one that you selected on the Overview tab.

Defect 1402908: When you made a change to a project record and saved it, you received the following error message: "You do not have rights to create a promotional (regular, overhead) project". This issue occurred if the Allow Creation of Linked Promotional Projects option was cleared for your role in Settings »  Security » Roles. 

Defect 1403740: On the New Project Search dialog box, when you tried to select a field, the custom label that you entered in Settings » Labels and Lists » Labels was not updated in the drop-down list. You had to update the Alternate Caption field in Screen Designer to apply the label change.

Defect 1404713: In Settings » Workflow » User Initiated Workflows, you created a project workflow that automatically creates activities. The activities did not display on the Activities tab in the Projects hub or the Firms hub if the activities occurred 60 days later from the date on which they were created.

Defect 1351554: When you selected the Include Committed Purchase Order Expense option on the Options dialog box in Project Review, committed purchase order expenses were not included if the purchase orders were dated today and you also selected the Today’s Date option.

Defect 1392264: This issue occurred when you created and posted a Direct Consultant AP voucher using the current date as the transaction date. If you then navigated to Hubs » Projects » Project Review, opened the project associated with the voucher, clicked Options, and set the Basis for Planned Calculations, JTD Through option to Today's Date, the AP voucher amount did not display in the Direct Consultants row.

Defect 1402515: This issue applies for users who do not have access to all reports. When you logged in, Vantagepoint displayed a blank form and stopped responding. You had to refresh the page a few times before Vantagepoint displayed the form.

Defect 1398292: This issue applies if you use the Microsoft Outlook Add-in and your security role does not give you access to employees and activities. In Outlook, when you opened an email message for a contact that already exists in Vantagepoint and then clicked Open Deltek, you were incorrectly prompted to add a new contact.

Defect 1409215: When you logged in using a username with an apostrophe, you received the following error message: "The user name or password you entered is unknown. Please try again." This issue occurred even when the credentials were correct.

Defect 1398140: When you created a timesheet line without comments and saved it, an error message was displayed in the required Comments field; However, the error message showed the previous date and not the date on which you created the timesheet line. As a result, you were not able to include comments in the timesheet line. This error was time zone dependent--it occurred in the Eastern and Central US time zones--and only appeared for timesheet lines with a special category.

Defect 1400531: When you copied a timesheet for which a comment is required, the Comments field was not triggered automatically when you added new hours on a regular project in the copied timesheet.

Defect 1404204: When you copied any timesheet, the hours entered on the timesheet were displayed incorrectly if comments were required and the copying process took place in the Eastern US time zone.

Defect 1407096: When you edited an expense line in the rejected expense report and tapped DONE, you were redirected to the main screen and you were not able to edit the other expense lines because all the fields and buttons became disabled.

Defect 1268107: When you used Approval Center actions to process approval records, no visual indicator was displayed to let you know that the process was in progress. Now when you perform Approval Center actions, the "Please Wait..." message with the spinning wheel animation is displayed.

Defect 1415802: On the My Dashboard form, when you enabled Edit Mode and displayed the Pipeline System dashpart, you received the following error: 'The multi-part identifier "PR.WBS1" could not be bound.'

 

This occurred if you have only the Vantagepoint CRM module activated (with no other modules) or you have only the CRM and CRM Plus modules activated (with no other modules).

Defect 1378428: This issue applies if a dashpart with the project dashpart base in the Dashpart Designer form was configured with the following settings on the Project Search dialog box:

• You enabled the Advanced Settings option.

• You selected a drop-down option for a search criterion.

When you displayed the project dashpart, the displayed information did not match the selected drop-down option specified in the search criteria.

Defect 1380747: When you added a calculated field in a dashpart, and included a user-defined date field in the formula entered in the Calculation field of the Calculated Fields dialog box, you received an error message indicating that the formula was invalid.

Defect 1381657: When you included the Draft Invoice Approver column in dashparts with the project dashpart base, the column only displayed one approver even if the invoice had multiple approvers.

Defect 1387581: This issue applies if a column in a table dashpart was configured with the ascending sort option in the Dashpart Designer. When you used the ascending and descending buttons of a column in the dashpart grid, the sorting sometimes did not work. 

Defect 1392000: When you displayed the My Project Snapshot predefined dashpart in a dashboard, the value that was displayed in the Variance column was incorrect.

Defect 1403905: This issue applies for companies that use multiple currencies. The values in the billing related columns were sometimes displayed with the incorrect currency when you configured a dashpart and the project dashpart base had the following settings:

• Included billing related columns

• No presentation currency was selected

Defect 1391611: This issue occurred when you added an expense line and selected a promotional project in the Project field. The Account field pre-filled with the account number or name associated with the project. If you then changed this value and saved the record, you received the following error message: "Field 1 does not exist".

Defect 1392905: When you edited the copied expense lines during the expense report approval process, the edited expense lines were not included and the total expenses amount was incorrect on the Transaction List report.

Defect 1393773: In an expense line, when you selected a project and entered a category, the Account field was pre-filled with an indirect account. If you manually selected a value in the Account field, you were not able to select a reimbursable or direct account.

This issue occurred when you selected a project in the Project field on the Expense Report form and your role had restrictions for the project (set on the Record Access tab in Settings » Security » Roles).

Defect 1393783: In an expense line, the Bill option was not automatically selected even if the selected value in the Expense Category field was configured to bill the firm for expense items. This issue occurred in the following situations:

• If your role had restrictions to the project selected for the expense line, as specified on the Record Access tab in Settings » Security » Roles.

• If your role had no access to the Projects hub, as specified on the Overview tab in Settings » Security » Roles.

Defect 1397888: You were not able to search for expense reports under the Expense Report Group if your assigned role did not have editing rights.

Defect 1400029: When you added cents in the Amount field of an expense line, the "0" in the cents value was not shown as part of the decimal amount in the expense line receipt.

Defect 1402330:  When you performed a Billing transfer, unposted an expense report, and then reposted the expense report, you received an "Ambiguous results found" error message the next time that you reopened the expense report.

Defect 1403168: Imported credit card charges with negative amounts were not displayed in the Credit Card Charges panel.

Defect 1405865: When you displayed an expense report record, the Submitted status was displayed beside the expense report name, while the Awaiting Submit status was displayed in the approvals timeline. This prevented the approval process from continuing. The mismatched status settings occurred when you accessed another area of Vantagepoint immediately after submitting an expense report. As a workaround, after submitting an expense report, check the status displayed beside the expense report name and the approval timeline before accessing another area.

 

Defect 1405867: The Unsubmit action on the Expense Report form is now available to use when the approval process is not proceeding as expected.

 

Defect 1408294: The following issue applied when you used expense report approvals and your approval workflow was configured as follows:

• Approval Level was set to Both Expense Report and Expense Line

• The Allow Expense Reports and Expense Report Lines to be on Different Steps of the Workflow at the Same Time check box was not selected.

When you approved all detail lines or submitted an expense report, the approval process could not proceed. The status for the expense report approval was “Awaiting Approval for Detail Line,” and the status for the detail lines was “Awaiting Approval.”

Defect 1108752: This issue occurred when you selected the Project Hit Rate report on the Favorites tab, selected +Manage Columns in the Sorting and Grouping grid of the Columns & Groups tab, and then added the Organization Name column to the report. You received the following error message: "An error occurred during report processing (rsProcessingAborted) Query Execution failed for dataset 'ReportDataset'. (rsErrorExecutingCommand)." For more information on this error, navigate to the report server on the local server machine or enable remote errors.

Defect 1252285: This issue occurred when you edited a project name by adding a dash (for example, Belmont-Arboretum Reconstruction).in Hubs » Project. If you then, in My Stuff » Reporting, selected the renamed project from the Records field on the Project List report and exported it to Excel, a space was added before the dash (for example, Belmont -Arboretum Reconstruction) on the Excel spreadsheet.

Defect 1318932: When you scheduled a report and selected the Allow reports to be exported to the app server export report option, the selected file format was not used and the report was not exported to the application server.

Defect 1324865: This issue occurred when you scheduled a recurring weekly report and specified the report’s time frame for the prior week's start and end dates. Although the first instance of the report returned correct records, when Vantagepoint processed the subsequent recurrences of the report, the processing server did not update the records. As a result, the original data from the initial report did not change, but instead was carried forward and displayed on all subsequent recurring reports.

The specific steps that led to the issue were as follows:

1. On the Actions bar of the Reporting form, you clicked Other Actions and then selected Schedule.

2. On the Recurrence tab of the Schedule dialog box, you:

1. Selected the Recurring Activity check box.

2. Selected the Always run in the following period option and then selected Prior.

3. Set the How Often Does This Recur? option to daily, weekly, or monthly.

4. In the Schedule section, in the Recurs Every field, entered a number.

5. Selected the day of the week on which to run the report.

6. Set the Ends On option to either No End Date or End Date and then specified an end date.

Defect 1334224: When you ran a Role Summary report, the Group Access and Column Access columns displayed No Access for some reports, such as the Cash Flow Statement and Cash Flow Forecast.

Defect 1339263: When you ran the Firms List report, you received the following error message: "An error has occurred during report processing. (rsProcessingAborted). Query execution failed for dataset "ReportDataset'. (rsErrorExecuting Command). For more information about this error navigate to the report server on the local server machine, or enable remote errors."

This issue occurred when the following applied: On the report's Columns & Grouping tab, you selected Activities in the Grid Type field, and you selected the Only List Activities that Match Selection check box.

For the same report, if you did not select the Only List Activities that Match Selection check box, the report ran, but it did not display data based on the current selection criteria.

Defect 1342416: For the Project Planning Performance report, if you selected the Show Totals on the Header and the Hide Single Line Totals check boxes in the Group Options section of the Columns & Groups tab and then ran the report, the grouping selections were repeated for different groups instead of displaying totals for the groups.

Defect 1345928: When you tried to configure the Grouping and Sorting option on the Columns & Groups tab for the following reports, the corresponding grouping options were not available in the Available Grouping list on the Select Groupings dialog box.

• AR Aged: Invoice and Invoice Date

• AR Ledger: Invoice Date

• Invoice Register: Invoice Date

Defect 1365286: You were unable to change options for a favorite Payment Register report if you changed the Time Frame option to Date Range.

This issue occurred when you did the following:

1. On the Favorites tab of the Reporting form, selected a favorite Payment Register report.

2. In the Options column, clicked the Show Favorite Options icon.

3. On the Options tab of the Payment Register report, changed the Time Frame option to Date Range.

4. On the Actions bar, clicked Save.

The Update Favorites dialog box was not displayed, which would have prompted you to click the Save button, and no changes were saved.

Defect 1373453: This issue occurred on a number of reports, including the Unbilled Detail, Project List, and Project Detail reports. When you reordered columns in the Columns grid on the Columns & Groups tab of a report, the columns automatically locked and you were unable to delete any of the columns.

Defect 1376738:  If you created a limited security role and tried to run the Unbilled Detail Aging and Remaining report, you received the following error: "Index was outside the bounds of the array."

This issue occurred when you did the following:

1. Selected a project in the Projects hub.

2. On the Other Actions menu, selected the Design option.

3. On the Screen Designer form, created and then selected a new user-defined field (for example, Jane Test).

4. Clicked the Field Security lookup to display the Field Security Rights dialog box on the Security Properties section.

5. Selected the limited role (Jane Test) and set the role to Secured and Locked.

6. Clicked Save.

7. Navigated to the Reports tab of the Reporting form and then selected the Unbilled Detail Aging report.

8. Added the newly created user-defined field (Jane Test role) to the Grouping and Sorting grid.

9. Saved the report for Everyone, and then logged out of Reporting.

10. Logged back into Reporting using the limited role (Jane Test).

11. Selected the saved Unbilled Detail Aging report from the Favorites tab.

12. Clicked Run.

Defect 1380132: When another user edited a favorite report and added a calculated field, you were unable to see the saved calculated field changes that the other user made.

Defect 1381017: When you sorted the AR Aged report by Organization, the Organization group heading displayed differently between the project levels.

For example: if you grouped by organization on a WBS2 (phase) level, the heading displayed as Organization Code: Organization Code, but If you used the WBS1 (project) or the WBS3 (task) level, the headings displayed as Organization Code: Organization Name.

Defect 1381624: This issue occurred on the Account Analysis report. When you clicked the Search & Download icon, selected all available Search Criteria, and clicked Show Result, only 50 rows were displayed in the results.

Defect 1388681: This issue occurred on the Journal Entries form (Transaction Center » Transaction Entry » Journal Entries), when you did the following:

1. Selected a revenue generation record.

2. Clicked the Grid Options icon (three vertical dots) and then selected the Print - Errors Only option to open the Transaction Entries Errors dialog box.

When you clicked Run on the Transaction List Errors dialog box, Vantagepoint returned all entries for the report instead of only those entries with errors.

Defect 1390762: This issue occurred on the Time Analysis report. When you cleared the Round Detail To Whole Hours/Amounts default option in the Detail Options section of the Options tab and then ran the report, the default option persisted. As a result, the column formats displayed the hours and amounts as whole numbers instead of numbers with decimal places (for example, a number appeared such as 781 instead of 780.75).

Defect 1392431: This issue occurred when you ran an Activity List report from either the Favorites tab or the Reports tab of the Reporting form. Duplicate activities were displayed for each level of a project's WBS (such as the project, phase, and task levels), instead of showing one activity that was associated only with the top level (WBS1) of each project.

Defect 1392994: This issue applies to the Project List report. On the Columns & Groups tab, when you set the Grid Type option to Contracts and then included the Contracts - Approved Date field in your search criteria, you were unable to run the report and you received the following error message: "An error has occurred during report processing. (rsProcessingAborted). Query execution failed for dataset 'ReportDataset'. (rsErrorExecutingCommand). For more information about this error, navigate to the report server on the local server machine, or enable remote errors."

Defect 1394266: When you ran the Project Earnings report, the generated report displayed as one continuous page (page 1 of 1).

Defect 1396443: If you had the Resource Planning module but did not have the CRM or CRM Plus module, the Project Forecast report was not displayed on the Reports tab of My Stuff » Reporting.

Defect 1398390: This issue occurred on the Project Detail report when you selected the Hide Document Map check box. When you ran the report, some Document Map nodes were displayed.

Defect 1398734: This issue occurred when you selected a currency option in the Report In field on the Options tab of the Project Forecast report options and then generated the report. The report did not correctly display the amount values based on the currency option that you selected.

Defect 1400485: When you ran a favorite report that was based on the Tax Analysis report under the Accounting report type, the Search & Download function did not work on the generated report.

Defect 1401760: In the Reporting application, if you limited role security and tried to run a favorite report that contained user-defined fields, Vantagepoint displayed one or both of the following error messages:

• "Object Reference not set to an instance of an object."

• "Index was outside the bounds of the array."

Defect 1401861: Hub reports that were favorite reports and that contained user-defined fields failed. You received the following error message: "Index was outside the bounds of the array." In addition, the user-defined fields from the Overview tab of a hub were not available in the report options for grouping or sorting. This issue occurred if your security role did not have full access rights to all application tabs (specified on the Access Rights tab in Settings » Security » Roles). This issue applied for all hub reports except the Equipment hub reports.

Defect 1403128: This issue occurred on the Project Forecast report. When you used the workflow stored procedure to create fee allocations for projects, the report's fee amounts for Awarded Projects were rounded. As a result, the Fee Amounts on the Project Forecast report differed from the Fee Amounts displayed in the Fee Allocation grid on the Estimated Revenue tab of the Contract Management form (Hubs » Projects » Contract Management).

Defect 1405718: When you ran the State Unemployment Insurance Worksheet report by individual state, the Gross Pay Less Exclusions amount was incorrect on the report for employees when both of the following applied:

• The employee had Locale Method set to Follow Project Locale on the Payroll tab in the Employees hub and had a 401K withholding.

• During payroll processing, you overrode the state tax withholding amount.

Defect 1405966: When generating a report, you did not see a user-defined field on the Options tab of the report, but you could view it in a record or in a hub. This issue occurred if:

• The Full access to all menu items option in Settings » Security » Roles was not selected for your role.

• The user-defined field was displayed on the Summary pane in the hub.

Defect 1408213: This issue applies if your company uses Windows Authentication via Azure in a cloud environment. When you generated reports, the timestamps and dates displayed on the reports were incorrect. This issue was caused by time zone differences between the cloud database servers and your machine's local date/time settings.

Defect 1393091: This defect applied if you were using a database that had a date range setting enabled for Payroll. On the Payroll tab, in My Stuff » Self Service, you clicked the Net Pay hyperlink for a payroll period and previewed the Payroll Remittance Advice report. The start and end dates for a regular or an overtime payroll run did not print on the report.

Defect 1219009: When you searched for timesheet records using the full date, and that date followed the format specified via the Date Format option on the General tab of My Preferences, the search did not return any timesheet records.

Defect 1383287: On the Timesheets form, after you approved the pending timesheets, you had to exit or refresh the application to update the record count displayed in the All Pending Approval search filter.

Defect 1399596: When an employee had a large image uploaded in their record in the Employees hub, you were unable to search for and load their timesheet record in My Stuff » Timesheet.

 

Defect 1405867: The Unsubmit action on the Timesheet form is now available to use when the approval process is not proceeding as expected.

 

Defect 1408294: The following issue occurred when you used timesheet approvals and your approval workflow was configured as follows:

• Approval Level was set to Both Timesheet and Timesheet Line

• The Allow Timesheets and Timesheet Lines to be on Different Steps of the Workflow at the Same Time check box was not selected.

When you approved all detail lines or submitted a timesheet, the approval process could not proceed. The status for the timesheet approval was “Awaiting Approval for Detail Line,” and the status for the detail lines was “Awaiting Approval.”

Defect 1407749: In the "Labor Resource Forecast Options Tab" help topic, the original description for Include Budgeted Employee option implied that employees with job-to-date assignments only (who had no planned hours assigned) would be displayed on the report. However, employees that appear on the Labor Resource Forecast report must have planned hours for assignments; if they do not, they are omitted from the report.

In the help topic, the Include Budgeted Employee option description now reads as follows:

"Select this check box to include employees (named resources) included in plans and then use the lookup to select them. Budgeted employees for a plan include employees with planned hours and amounts."

Defect 1402352: When you created Regular and Bonus payroll runs, a warning that you entered an override amount that exceeded the set withholding limit should have displayed.

Defect 1405722: When a payroll contribution code’s method was set up as a fixed amount in Settings » Payroll » Contribution Codes, the wage base limit for the contribution code was not honored when you processed a payroll payment run. Instead, a contribution was deducted from an employee’s payroll payment even when the employee’s year-to-date gross pay exceeded the contribution code’s wage base limit.

Defect 1397062: In the desktop application, when you printed a purchase order, the Reason for Change/Cancel field only showed the code and did not include the complete description, as specified on the Reason/Quality tab of the Purchasing & Inventory System Settings form.

Defect 1395557: In come cases, if you reassigned a percentage of planned hours from one employee to another on the Reassign dialog box, the resulting hours for both employees were incorrect.

Defect 1397792: When you assigned a resource to a project with multiple work breakdown structure (WBS) levels and you entered ETC hours for that resource at the top WBS level, the Resource View grid should have displayed both those top-level ETC hours and the ETC hours distributed to each lower-level WBS element. However, the grid only displayed ETC hours for elements at the lowest level of the WBS.

Defect 1356490: This issue occurred when you tried to select My Organization records in Search. If you had updated the records, you were unable to filter the updated records, because the previous records list was displayed instead of the updated records list.

This issue happened when you completed the following steps: 

1. Selected Settings » Security » Roles on the Navigation pane.

2. Selected the My Organization standard search from the Searches list on the Roles settings form. 

3. Logged out of Vantagepoint and later logged back in to Vantagepoint.

4. Repeated steps 1 and 2.

5. For your role, changed the organization(s) in the Organization Record Access field on the Overview tab of the Roles settings form.

6. Filtered the updated records for organizations in the My Organization search.

Defect 1366885: This issue occurred when you did the following:

• Ran a project lookup search from the Record Level Update field in which you selected either the Organization level 3 or Studio fields in the Application Record Access grid on the Record Access tab of the Roles form (Settings » Security » Roles).

• Used the Is Mine operator when no employee was associated with the user role.

You then received the following error message: "StartIndex cannot be larger than length of string. Parameter name: startIndex."

Defect 1380226: This issue occurred in Resource View when you performed a search for active employees in which you a specified a value in the Title field (for example, Project Manager) and also selected the Does Not Equal operator. As a result, Vantagepoint did not include employees with no title in the returned records list. For example, employees with any title other than Project Manager were returned, but Mary Jones, who had no title, was not displayed in the search results list.

Defect 1400901: This issue occurred in Advanced Search when you added date-time fields and values to the Search Criteria grid (for example, if you added an Activity - Start Date field to an activity). As a result, the date-time field’s value was missing.

Defect 1402327: When using Plain Text View in advanced search, you were unable to view the records in the Search Criteria grid. This issue occurred when you:

1. Navigated to Hubs » Projects hub » Projects.

2. Clicked +New Search.

3. Turned on Advanced Search on the Search dialog box.

4. Clicked Other Actions and then selected View as Plain Text.

5. Exited the Plain Text View.

Defect 1381886: When you tried to enable or disable the Consolidate Timesheet Postings by Employee and Work Breakdown Structure option, you received an error message. This issue occurred if you selected a custom employee expense payment format template in Settings » Expense » Payments.

Defect 1401429: When you entered a project number instead of selecting it from the drop-down list in the Start Project Range field of the Project Associated with Time Analysis Columns grid on the Time Analysis form, the project number that you entered was displayed with one delimiter even when two delimiters were configured on the Project Number Format form (in Utilities » Key Formats » Projects).

Defect 1406371: You were unable to use hyphens for billing invoice numbering even if you had billing invoice numbers set up to accept hyphens. You received the following error message: "Only Alphanumeric characters allowed."

Defect 1391173: When you opened a NACHA file in Notepad, the Company ID was prefixed with a zero. This issue occurred when you made the following selections on the NACHA File Format tab of the Banks form: you set Identification Code Designator (ICD) to 0 and you set Include ICD in Immediate Origin Number to No.

Defect 1401534: This issue occurred when you did the following:

1. On the Credit Cards form, you clicked Add Secondary Credit Card and completed the required fields.

2. In the Secondary Credit Card grid row, you clicked Add User and added an employee.

3. You deleted the new secondary credit card.

4. You added a new row with the same credit card number and clicked Add User.

The previously deleted employee name incorrectly remained on the Team Members Assigned to Credit Card dialog box and you received an error message when you tried to add the secondary card again.

Defect 1390886: This issue occurred when you updated the Caption field in Screen Designer for a user-defined grid in the Projects hub. On the New Project Search dialog box, the grid's caption name was not updated when you displayed the drop-down list to select a field.

Defect 1402325: This issue occurred if a dropdown-type field in a user-defined grid is set to Secured for your security role. When you selected a record that had a value in that field, you incorrectly received a warning message that the field is secured and unexpected results may occur if you continue.

Defect 1220146: When you selected Settings » Purchasing & Inventory from the desktop application, the menu label displayed incorrectly.

Defect 1398449: In the desktop application, when you worked on multiple companies, you were unable to assign an employee as a buyer for a company on the Buyer tab of the Purchasing & Inventory Company Settings form. This should have been enabled even if the employee has a different home company, as long as the employee has a record within at least one of the companies set up for your enterprise.

Defect 1398697: On the Cost/Pay Labor Rates Tables form, when you clicked Add Cost/Pay Labor Rate, you could only select active employees from the Employees Lookup dialog box.

Defect 1400492: This issue applies when you use the French language for Vantagepoint. When letters with accent symbols were included in approval workflow error messages of user initiated workflows and scheduled workflows, those letters were displayed as different characters on the error message dialog box.

Defect 1395292: When you saved an expression on the Expression Configuration dialog box, you received an error message about the NPR.ORG not being found. This error occurred when:

• You set up auto numbering for project records.

• On the Expression Configuration dialog box, you added a row, set the Item field to PR.Org, and selected a value in the Default Value Description field. 

• On the Mapped Values dialog box, you mapped values for the different projects in the organization and then saved the changes.

Defect 1396141: You were not able to add recipients on the Email Configuration form and the following errors occurred:

• The +TO, +CC, and +BCC buttons were missing.

• When you selected Employee Fields in the Select Attendees From drop-down list, Vantagepoint did not respond.

• The Insert Field option was missing from the Message Options section.

Defect 1403221: When you voided a credit memo in Billing » Interactive Billing, the void date for the credit memo incorrectly showed the original billing invoice date in various places in throughout Vantagepoint, including the Transaction Entry file and Invoice Posting Log in the Transaction Center, and the AR Ledger report in My Stuff » Reporting.

Defect 1391242: When you imported project details for an AP Invoice Approvals record using a *.CSV file, it resulted in an error, but the error details did not indicate which WBS level required an account. This issue occurred if:

• The data in the *.CSV file did not have a value for the WBS levels field and the Account field.

• On the Import dialog box, in the Fields to Import grid, you selected WBS levels and Account.

Defect 1396942:  When you tried to import a comma-separated values (.csv) file that included a blank line in Transaction Center » AP Invoice Approvals, you received an "Account is required" error message but no indication of the cause of the error.

Defect 1426629: On the AP Invoice Approvals form, when you clicked Submit to start the AP invoice approval process, the Approve option did not display and the Submit option remained enabled on the actions bar.

Defect 1392383: The following errors occurred:

• One issue occurred if in Settings » Accounting » Transactions you set up auto numbering for bank transactions. If you added a bank and set the Payments to Autonumber field to Electronic Payments, then the Payment field displayed [AUTONUMBER].in Transaction Entry » AP Disbursements or Cash Disbursements,

• The other issued occurred if in Transaction Entry » AP Disbursements you manually entered the check number for a payment in the Payment field and saved the record. When you searched for the firm record in Firms » Voucher Review, the check number that you entered did not display in the Last Payment field on the Vouchers tab. Instead, the field displayed the payment number from Settings » Accounting » Transactions.

Defect 1400464: This issue applied when you only had the PSA module installed. AP Disbursement, Cash Disbursement, Employee Repayment, and Prints and Reproduction transaction types displayed in Transaction Center » Transaction Entry. 

Defect 1400508: You received an error message when you did the following from a database that had FileStream enabled:

1. You created a new transaction by opening a previously posted recurring file and selecting Other Actions » Recreate File.

2. You populated the fields on the form, attached a new supporting document, and saved the file.

3. You returned to Transaction Center » Transaction Entry » AP Disbursements and clicked the disbursement that you edited.

4. You edited the Payment or Bank field and then clicked Save.

Defect 1383397: On the AP Vouchers form, when you tried to click the drop-down list in the Address field, you received the following error message: "The multi-part identifier "ClientCustomTabFields" could not be bound." This issue occurred when user-defined fields were applied to your role's record level access for the Firms hub in Settings » Security » Roles.

Defect 1398580: This problem occurred when you created an AP voucher. If you selected Other Actions » Control Totals, selected a bank from the Default Bank field on the Control Totals dialog box, and clicked Save, the bank did not display in the Bank field on the AP Vouchers form.

Defect 1354645: The Transaction List report displayed the Prior JTD Revenue, Current Revenue, and JTD Revenue columns, but omitted the Debits and Credits columns.

This issue occurred when you:

1. Navigated to Transaction Center » Transaction Entry » Journal Entries.

2. On the Journal Entries form, selected a Revenue Generation (Rev/Gen) transaction file from the Journal Entries grid.

3. Clicked the vertical ellipses to open the Options list.

4. Selected Print.

Defect 1401865: When you tried to save a journal entry with attachments, you received the following error message: "Save Failed: Master PKey is required."

Defect 1408796: On the GL Reconciliation form, when you tried to print the File Reconciliation report, 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."

This issue occurred if values greater than 7 characters were entered for the WBS 2 or WBS 3 levels that were included in the report.

Defect 1381667: If your only activated modules are CRM or CRM Plus and you used the Desktop Import utility in the desktop application to import projects, the utility correctly did not require you to specify project charge types in the import data. However, those projects were then created without a charge type, which was not valid. To solve this problem, the import process now sets the charge type to Regular in this situation.

Defect 1401545: When you imported contacts associated with a firm through a *.CSV file, the records appeared in the Contacts hub without a value for the Firm field.

Defect 1402602: After you completed all required fields, you received an error message: "There is no row at position 0." When you closed the error message, the Run option was not enabled even though you had made entries in all required fields.

Defect 1390002: On the Change Number tab of Utilities » Key Conversions » Projects, when you added entries to the Change Number grid you were incorrectly allowed to enter an existing project number in the New Project column.

Defect 1365830: When you used the Project Closeout utility, you received an error. This occurred for projects that had duplicate document records that were not deleted during the process.

Defect 1391293: When you specified a Search and Replace Utility record to search for projects at lower levels of the WBS (for example, WBS2 and lower) in the WBS Level to Update field, the selected value changed to search for projects at the project level (WBS1). When you ran the utility, the wrong records were updated.

Defect 1392369: On the Search and Replace form, the Value field should not have been disabled when you selected a saved search.

Defect 1396822: When you used the Search and Replace utility and tried to change the expense method for a project in the projects' billing terms, you were unable to specify a value in the Value field.

Defect 1410571: On the Search and Replace form, you were unable to open a saved search if it contained a user-defined hub type field.