Absence Accrual Year Utility in the Browser Application

Vantagepoint now provides an Absence Year utility in the browser application that enables you to open a new absence accrual year that you can use to track and manage time earned and taken for employees and other resources.

To display the Open New Absence Accrual Year form: 

1. In the Navigation pane, select Utilities » Periods » Absence Year. 

2. On the Open New Absence Accrual Year form, click the Open button. The Open New Absence Accrual Year dialog box displays one of three possible message prompts that require your action. 

For more information, see Contents of the Open New Absence Accrual Year Form and Contents of the Open New Absence Accrual Year Dialog Box.

As part of the Vantagepoint Intelligence module, Analysis Cubes is now available for the Cloud and on-premises products. Analysis Cubes provides you with a Vantagepoint project data cube and a general ledger data cube that serve as data sources for the Vantagepoint Intelligence dashboards that you create. You can also create custom reports with Microsoft Excel or any tool that supports SQL Server Analysis Services Online Analytical Processing (OLAP) cubes.

On the Analysis Cubes form (Settings » General » Analysis Cubes), you can:

• Select which measures, dimensions, or user-defined fields from your Vantagepoint database populate the data cubes.

• Create key performance indicators (KPIs) for the project data cubes and enter specific goals for individual dimension records.

• Create calculated measures for the project data cubes.

• Set up currency exchange information for the data cubes (used for presentation currencies).

• Schedule a refresh run to update and recalculate cube values at a specific time, or on a regular basis.

 

Vantagepoint Intelligence Desktop Tool

Powered by Tableau Software, the Vantagepoint Intelligence Desktop Tool allows you to create role-based, graphical performance dashboards that provide executives and managers with intelligence tools for viewing, and interacting with, critical project and general ledger data. You can display the performance dashboards as dashparts in My Stuff » Dashboards.

For information on how to use Tableau with the Vantagepoint database, see the Deltek Vantagepoint Intelligence Installation and Configuration Guide.

 

Select Dimensions, Measures, and User-Defined Fields for Analysis Cubes

On the Dimensions tab and the Measures tab of the Analysis Cubes form (Settings » General » Analysis Cubes), all the possible fields that can populate the Vantagepoint data cubes as dimensions and measures are initially selected by default. To reduce the time that it takes to refresh and update the data cubes, reduce the number of fields selected. You must select at least one dimension and one measure field to populate the data cubes.

When you create user-defined fields for the Activities, Projects, Employees, and Firms applications in Settings » General » Screen Designer, you can also select these custom fields to make them available for Analysis Cubes.

 

Define Key Performance Indicators in Analysis Cubes

On the Key Performance Indicators tab of the Analysis Cubes form (Settings » General » Analysis Cubes), you can create key performance indicators (KPIs) for the project data cube to define performance goals that are specific and measurable. Profitability by principal, employee utilization, and average monetary value of overdue invoices are some examples of KPIs.

With KPIs, you can measure how well your company is meeting its business goals and track variances from your goals over time. You can also apply KPIs to workbooks with the new Apply KPI option in Settings » General » Intelligence.

 

Create Calculated Measures for Analysis Cubes

On the Calculated Measures tab of the Analysis Cubes form (Settings » General » Analysis Cubes), you can create simple or unique calculations for the Project data cube. For example, you can create calculated measures for Contract Backlog or apply company-designated multipliers to analyze project profitability for the Project data cube with Vantagepoint standard fields and your own user-defined fields.

Use the New Calculation option to open the Calculated Measures dialog box, on which you can select measures and use the Calculator options to add components to your equation. As you create your equation, you can also verify if your calculation is valid.

 

Currency Exchange for Analysis Cubes

If your firm uses multiple currencies, you can specify how currencies are handled in Analysis Cubes. This allows you to display all monetary amounts in a single currency, called the presentation currency.

For a presentation currency to work, you must specify currency conversion and exchange rate information for Analysis Cubes. On the Currency Exchange tab of the Analysis Cubes form (Settings » General » Analysis Cubes), you select a pivot currency that determines the exchange rate to use if a direct exchange rate is not available. When you click the Update Rates action or the Schedule action, the Exchange Rates grid is updated based on the Daily Exchange Rate information that is entered in Settings » Currency » Daily Exchange Rates. If a direct exchange rate is not found in Daily Exchange Rates, Vantagepoint looks to find inverse rates; if no inverse rate is found, it will use the pivot currency to determine an exchange rate.

 

 

Refreshing Analysis Cubes Data

Analysis Cubes needs a refresh so that the Vantagepoint Intelligence displays updated data. This refresh is typically scheduled to run every night, to ensure that you are reviewing up-to-date data on a daily basis.

To refresh Analysis Cubes, schedule or request the refresh process, based on your company’s configuration of Vantagepoint.

On-Premises Product

If your company uses the on-premises product, you can refresh Analysis Cubes in the following ways:

• A default process for Analysis Cubes refresh occurs every midnight. You can customize this schedule to suit your company’s preference in Utilities » Process Server » Queue Manager. Click the description link under Description in the Queue Process grid to display the Process Queue Details dialog box, on which you view and modify the details of the Analysis Cubes refresh process.

• Click Schedule on the Refresh tab of the Analysis Cubes form in Settings » General » Analysis Cubes. On the Schedule dialog box, make sure that Full Refresh is selected on the Distribution tab and then click Schedule. You need appropriate access rights to access the Refresh tab of the Analysis Cubes form.

Cloud Product

If your company uses the Cloud product, contact your administrator and request the Analysis Cubes refresh.

 

Refresh Analysis Cubes with Settings Changes

When user-defined fields, system label changes, KPIs, dimensions, measures, and calculated measures are modified, Analysis Cubes must be fully refreshed to reflect the changes.

To refresh Analysis Cubes and reflect setting changes, use the PowerShell Script or request the refresh process, based on your company's configuration of Vantagepoint.

On-Premises Product

If your company uses the on-premises product, you can fully refresh Analysis Cubes in the PowerShell Script.

Cloud Product

If your company uses the Cloud product, contact your administrator to request an Analysis Cubes refresh and specify the areas that you need refreshed.

 

Access Logs of the Analysis Cubes Refresh Process (On-Premises Product)

To determine the status of an Analysis Cubes refresh process, display the Refresh Log dialog box to view the Analysis Cubes refresh logs.

To display the Refresh Log dialog box, click View Refresh Log on the Refresh tab of the Analysis Cubes form (Settings » General » Analysis Cubes). On the dialog box, you can view details for the Analysis Cubes refresh and download a log file to see the technical details about what transpired in the refresh process for each KPI, dimension, measure, user-defined field, system label change, and calculated measure.

 

Custom Field Labels and Analysis Cubes

To prevent issues that might arise when Analysis Cubes builds, additional checks were added to the Labels form of Settings » Labels and Lists » Labels to catch duplicate custom labels and special characters used in custom labels. When a duplicate custom label or special character is found, a message displays to indicate the issue. Special characters are: . , ; ' ` : / \ * | ? " & % $ ! + = [ ] { } < >.

If you are using Analysis Cubes for the first time, Deltek recommends that you revisit the Labels form and make the necessary adjustments before building Analysis Cubes.

 

Role Settings for Analysis Cubes

A new option was added to configure roles that are allowed to perform an Analysis Cubes refresh. On the Overview tab of the Roles form (Settings » Security » Roles), select Allow Access to Analysis Cubes Full Refresh to give a role the access rights to perform an Analysis Cubes refresh and to enable the Refresh tab of the Analysis Cubes form (Settings » General » Analysis Cubes).

AP Invoice Approvals Grid Improvements

The Project Information grid on the AP Invoice Approvals form (in Transaction Center » AP Invoice Approvals) has been enhanced to provide additional grid functionality.

Click the gear icon on the grid toolbar to access the Grid Settings dialog box, on which you can add or remove columns for the Project Information grid, including: Project (WBS1 number), Phase (WBS2 number), and Task (WBS3 number), as well as Account Name, and Primary Client Name.

Expose Upload/Download API Endpoints for AP Invoice Approval Attachments (FileStream)

Upload/Download API endpoints for attachments or FileStream in AP Invoice Approvals are now available. These new API endpoints honor existing validations and restrictions as well as security requirements at the application level.

Expose Upload/Download API Endpoints for Interactive Billing Attachments (FileStream)

Upload/Download API endpoints for FileStream attachments in Interactive Billing are now available. These new API endpoints honor existing validations and restrictions as well as security requirements at the application level.

Expose Upload/Download API Endpoints for Expense Report Receipt Attachments (FileStream)

Upload/Download API endpoints for receipt attachments or FileStream in Expense Reports are now available. These new API endpoints honor existing validations and restrictions as well as security requirements at the application level.

Update API Validation to Enforce Proper Usage of POST and PUT Methods

Vantagepoint’s RESTful API validation has been updated to enforce that INSERT and UPDATE operations use POST and PUT methods, respectively. As a result, you will need to upgrade any custom integrations that do not adhere to these rules before you upgrade to 4.0.

Disallow API Authentication When Pending Actions Are Required

When an API user has a pending password action to make, or there is no accounting period set up in a database that has the Accounting or PSA module installed, Vantagepoint disallows API authentication until you complete the required actions.

Enhanced User Interface of the Approval Center Form

The Approval Center form (My Stuff » Approval Center) has been improved with the following actions for you to easily retrieve approval records as you perform your approval workflow tasks:

• For all approval types, use the new Show Completed Approvals toggle if you want the grid to display only the completed approval records or records that do not require your action.

• For timesheet line and expense line approval types, use the new Print Lines Approval Report action to print the Timesheet Lines Approval or Expense Lines Approval report, on which you can display the details of outstanding line items for review and approval.

Use Markup on Draft Billing Invoices

Overview

A new Use Markup on Draft Invoices feature is now available in Vantagepoint when you use approvals for billing invoices.

You turn on this optional feature on the Options form in Settings » Billing » Options. Set the new Use Markup on Draft Invoices option to Yes.

When you turn on this feature, the markup process applies for new draft invoices going forward, but not for draft invoices that are already in progress.

With this feature turned on:

• Invoice approvers and billers can directly mark up a PDF of draft invoices with annotations and comments. This lets approvers easily communicate with billers about the specific changes that they want the biller to make to the invoice before the biller accepts and sends the final invoice to the client. The biller can also enter annotations and comments on the invoice.

• After you submit an invoice in Interactive Billing or Batch Billing, the PDF of the draft invoice displays on the new Draft Preview tab in Interactive Billing and in Draft Invoice Approvals (in the Projects hub) for marking up.

• You can use this feature for standard Vantagepoint invoices and for invoices that you download and upload back into Vantagepoint as a PDF file.

• The PDF of the draft invoice includes the draft invoice plus any supporting documents and the Billing Backup report, if these are selected for inclusion with a project's invoice per the project's billing terms. You can also use the Override Billing Terms options when you run a batch of invoices in Batch Billing, to include supporting documents and the Billing Backup report for invoices.

• You can view annotations and comments entered on draft invoices for final accepted invoices on the Invoice History tab in Interactive Billing and Draft Invoice Approvals. Click the icon in the new Draft Invoice field in the grid.

 

Multiple Companies

If your enterprise tracks multiple companies in Vantagepoint, you enable the Use Markup on Draft Invoice feature for each company.

 

Files Administration Utility

When you turn on this feature: In Utilities » Files Administration, an administrator can view, print, or save draft invoice PDF files to another location. For more information, see View Draft Invoice PDF Files in Files Administration.

Vantagepoint uses Microsoft's SQL Server's FileStream and stores the draft invoice PDF files in the Vantagepoint FileStream database.

 

When You Set Use Markup on Draft invoices to No

When you don't turn on the Use Markup on Draft Invoices feature, you enter draft comments as you previously did in Vantagepoint 3.5:

• In Draft Invoice Approvals: An Invoice Preview tab displays instead of the Draft Preview tab. On the Invoice Preview tab, you view the invoice and enter any comments for it in a separate Draft Invoice Comments pane on the tab. The comments that you enter here are viewable on the Draft Invoice Comments dialog box that you access in both Draft Invoice Approvals and Interactive Billing by clicking More in the Draft Invoice Comments field on the General tab.

• In Interactive Billing: No Invoice Preview tab or Draft Preview tab displays. Click the Print action on the Interactive Billing form to preview a draft invoice. To enter draft comments for the invoice, click More in the Draft Invoice Comments field in the Draft Invoice Information section of the General tab.

 

Draft Invoice Comments Dialog Box

Whether or not you use the markup on draft invoice feature, you can enter comments on the Draft Invoice Comments dialog box that opens automatically when you submit and approve invoices in Interactive Billing and when you approve or reject invoices in Draft Invoice Approvals. When you reject an invoice, entering comments on this dialog box is a good way to communicate what will be retained when the draft is resubmitted.

You can also access the Draft Invoice Comments dialog box at any time for viewing, editing, or entering comments by clicking More in the Draft Invoice Comments field in the Draft Invoice Information section of the General tab in Interactive Billing or Draft Invoice Approvals. The same dialog box opens from either application and contains the same comments that were entered in either application.

 

More Information About This Feature

For more information about the Use Markup on Draft Invoices feature, including information about turning the feature off after you have turned it on, see the Contents of the Options Form help topic.

New Billing Settings Option to Store Final Invoices as PDFs to FileStream

You now have the option to automatically save each final invoice as a PDF file to be used when you preview, reprint, and email final accepted invoices and credit memo invoices at a future date. Saving final invoices as PDF files ensures that the invoices will display exactly as they looked when you originally created them.

To use this feature, set the new Store PDF of Final Invoice option to Yes in the Global Billing Options section in Settings » Billing » Options. This setting automatically saves each final billing invoice and credit memo invoice that you create in Billing » Interactive Billing and Billing » Batch Billing as a PDF file to the FileStream database. In Interactive Billing, when you download, edit, and then upload an invoice back into Vantagepoint, it is saved to the FileStream database using the format of the invoice that you uploaded back into Vantagepoint, such as a Microsoft Word file.

Administrators can also view and print the PDF (or the uploaded file type) of the final billing invoices and credit memos saved to the FileStream database through Utilities » Files Administration in the desktop application.

This feature allows you to avoid situations in which you reprint invoices or credit memos that do not exactly match the originals that you sent to clients. This can happen when you apply changes (such as changing invoice templates or adding new fields) after the original invoice was generated.

Microsoft Edge Browser

Microsoft Edge Legacy is no longer supported for Vantagepoint. Microsoft Edge based on Chromium is supported.

Vantagepoint Browser Improvements

You can now:

• Have your Vantagepoint production database and sandbox databases open in separate tabs in your browser.

• As a Vantagepoint accounting user, have different sessions of Vantagepoint open to different companies and periods in your browser.

You also no longer have to re-enter your Vantagepoint user name and password when you refresh a Vantagepoint screen in your browser. Exceptions apply when your user account has been disabled or your session has timed out.

New Project Detail Dashpart Base

Use the new Project Detail dashpart base to create a dashpart that displays the project’s transaction details for labor and expenses in addition to project information that is available in the project dashpart base. In the project dashpart base, transaction values for a project display the total values. This new base enables you to view the breakdown of those total values by displaying columns that relate to labor and expense transaction details, such as the status of those transactions (unposted or transferred).

This dashpart base is available if the Accounting or PSA module is enabled for your company. Appropriate access rights are also needed to display the values for cost columns. For a list of available columns, refer to Project Detail Dashpart Base Columns in the Online Help.

Search Filter for Dashboards

You can now display a search filter field on a dashboard, to filter all dashparts in the dashboard based on the criteria that you specify. The filter from the search filter field of the dashboard is applied in addition to any filter applied to individual dashparts.

You need the appropriate rights to access the Dashboard Designer form and configure a dashboard to display the search filter field. To display the search filter field in a dashboard:

1. In the Dashboard form, click Edit Mode.

2. On the Dashboard Designer form, click Options on the Edit Mode toolbar.

3. In the grid of the Dashboard Options form, under Filter, select a default filter for the corresponding dashboard.

4. Click Save.

Vantagepoint Intelligence in Dashboards

The Vantagepoint Intelligence dashpart makes it possible for you to display Vantagepoint Intelligence workbooks on any dashboard, if the following requirements are met:

• The Intelligence module is enabled in Settings » General » Modules.

• Vantagepoint Intelligence workbooks are uploaded in Settings » General » Intelligence.

• Your role has the Allow Access to Vantagepoint Intelligence Dashparts option selected in the Save Rights section on the Overview tab of the Roles form in Settings » Security » Roles.

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

 

Upload Vantagepoint Intelligence Workbooks to Vantagepoint

Upload workbooks, with the TWB file format, to Vantagepoint so that you can display them on a dashboard. Even though you have the option to save your custom workbooks with either a *.twb or *.twbx extension using Vantagepoint Intelligence Desktop tool, only *.twb files are supported for uploading in Vantagepoint Intelligence.

To upload a Vantagepoint Intelligence workbook, click Upload Workbook on the Workbooks grid of the Intelligence form (Settings » General » Intelligence). Then use the Upload Workbook dialog box to select a TWB file on your local computer. If you prefer to display the sheets in the workbook as tabs in the dashboard, select Show Sheets as Tab on the Upload Workbook dialog box.

 

Create Vantagepoint Intelligence Dashparts

You can view Vantagepoint Intelligence dashparts on dashboards that were created for you as long as you have the appropriate access right to view those dashparts.You can also create Vantagepoint Intelligence dashparts in My Stuff » Dashboards, if you have the appropriate access rights to:

• Save dashboards and dashparts for all roles.

• Access Vantagepoint Intelligence dashparts.

These access rights are specified on the Roles form in Settings » Security » Roles.

Creating a Vantagepoint Intelligence dashpart is much like creating other dashparts. Just make sure that you select Vantagepoint Intelligence in the Dashpart Base field of the Add New Dashpart dialog box. After you complete the Add New Dashpart dialog box, the Workbooks dialog box is displayed; use this dialog box to select the workbook that you want to display in the dashpart. After following the workflow for creating and saving a dashpart, add the Vantagepoint Intelligence dashpart to the current dashboard, or add it to other dashboards.

Project Dashpart Base Updates

 

New Columns

You can now add the following columns to your dashparts with the project dashpart base, to display resource level information of a project.

• ETC Planned Labor Amount Billing

• ETC Planned Labor Amount Cost

• EAC Planned Labor Amount Billing

• EAC Planned Labor Amount Cost

• Planned Labor Amount Billing

• Planned Labor Amount Cost

In addition, the Biller column is now available in the project dashpart base. Use this column to display the project’s biller, or as a filter to display only those projects with a specific biller.

For additional information, refer to Project Dashpart Base Columns in Online Help.

 

Display Drilldown Details

Displaying the detailed breakdown for a column value is now available for the following columns:

• Unposted Labor Billing

• Unposted Hours

• Unposted Labor Cost

When you include these columns in your project dashpart, click the value in the column to display a dialog box. The dialog box displays details that comprise the value for the record in the project dashpart.

For additional information, refer to Project Dashpart Base Columns in the Online Help.

List View Update

The List View option label on the Edit Mode toolbar was renamed Options, and the Dashboard List View form label was changed to Dashboard Options. In addition, a new Filter column was added to the Dashboard Options form. You can use this new column to enable the search filter field in dashboards.

Employee Dashpart Base Update

A new Utilization Target column was added to the list of available columns for the Employee dashpart base. This new column displays the value entered in Utilization Target on the Employment Details tab of the Employees form (Hubs » Employee » Employees). This allows you to compare the employee’s utilization target in the Employees hub to the actual utilization ratio reported for a time period on the dashpart.

Email Logging Now Supported in Vantagepoint

Vantagepoint now provides email logging functionality for all sent email messages. All successfully sent email messages are stored in the database for 30 days.

Vantagepoint Cloud customers can access the email log either via ODBC access (if applicable) or by uploading a SQL Script via the Support Center Cloud Portal.

Vantagepoint customers with on-premises installations can now access the email log directly, through the SQL database.

The email log includes the following information:

• Sender: Displays the email address of the person who sent the email message. 

• Current User: Displays the name of the person who scheduled the process server job. 

• Subject: Displays the subject line of the sent email message. 

• To, CC, and BCC: Displays the email addresses of all email recipients. 

• Date/Time Email Sent: Displays the date and time of the sent email message. 

• # of Attachments: Displays the number of email attachments included in the sent email message. 

• Email Size: Displays the size of the sent email message, including all attachments. 

For more information, see: https://help.deltek.com/Product/Vantagepoint/4.0/Settings_General_Communications.html.

Sort Columns in Expense Report Grid

You can now click the column headings in the Expense Report grid to sort the values in the column in descending or ascending order.

 

New Option in Expense Report Settings 

The Prompt to Enter Detail For Expense Category option was added to the Expense Report Setting dialog box. When you clear this option, you will no longer be prompted to enter information on the Detail dialog box when you specify an expense category for an expense line. If necessary, you can still click the Details icon to enter additional information for the expense line.

 

Screen Designer for Expense Report

A user with access to Settings » General » Screen Designer can also access Design mode from the Other Actions drop-down menu in the Actions Bar. In Screen Designer, you can add tooltips, change the default column caption, or control how these elements appear on the Expense Report form. In addition, you can add divider lines, labels, and workflow buttons.

 

New Dialog Box to Match Credit Card Charges with Expense Lines

If credit cards are enabled and you have newly imported credit card charges, the Matched Credit Card Charges dialog box is displayed and you are alerted to any credit card charges that may match existing expense lines with attached receipts.

This happens when the following conditions are true:

• You used Mobile Expense Intelligent Character Recognition to capture and enter receipts into Vantagepoint.

• You imported credit card charges into Vantagepoint.

• You did not already confirm matches between receipts and credit card charges in Mobile Expense.

Vantagepoint searches for expense reports that are in progress and matches a credit card charge with an expense line. Vantagepoint determines a match when the date and amount are the same and the merchant description contains a portion of the credit card charge.

To associate the charges to expense lines: In the Matched Credit Card Charges dialog box, review the suggestions, select the respective rows, and click the Confirm button.

 

New Option in Credit Card Pane for Matched Credit Card Charges and Expense Lines

The Confirm Match option was added to the Credit Card Panel and is automatically selected when an expense line matches a credit card charge. Vantagepoint determines a match when the date and amount are the same and the merchant description contains a portion of the credit card charge.  

Project Numbers Added to Associations Grids

 

The Projects grids in the following locations now include a Project column for entry and display of project numbers:

 

• Firms: Associations tab

• Contacts: Associations tab

• Employees: Experience tab

• Marketing Campaigns: Projects tab

The Project column is the first column, and the Name column is the second column. 

Previously, these grids had only a Name column, which could make it difficult to distinguish between similarly named projects. Also, users often export project data from these grids for reporting purposes, and the absence of the project number reduced the usefulness of that data.

For technical reasons, the existing editable Name column was repurposed as the Project column, and project names now display in the new read-only Name column. Because of this, you should review the headings for both columns after your upgrade and use Screen Designer to modify them as necessary.

Improved Grid Performance for Interactive Billing and Draft Invoice Approvals

The grid paging method is now implemented for detail grids on the Labor, Expenses, and Units tabs of the Interactive Billing form (Billing » Interactive Billing) and Draft Invoice Approvals form (Hubs » Projects » Draft Invoice Approvals). This new paging method improves the speed with which records are displayed on the grid. The improvement is most noticeable for projects with large sets of unbilled transactions. With the new grid paging method, you can now select all records in the grid when you select the check box in the grid header.

 

Billing Session Options Dialog Box Updates

 

New Display Totals on Details Tabs Option

A new Display Totals on Details Tabs check box was added to the Billing Session Options dialog box. This new option controls whether or not the total line is displayed in detail grids on the Labor, Expenses, and Units tabs of the Interactive Billing form (Billing » Interactive Billing) and Draft Invoice Approvals form (Hubs » Projects » Draft Invoice Approvals).

When the totals line is displayed in detail grids, total values are automatically updated when you make changes to records in the grid. Therefore, total values might take a short while to display updated values when the grid has a significant number of records. To improve the performance of a detail grid in this case, clear the Display Totals on Details Tabs check box.

 

New Preview Accepted Invoices as PDF Option

A new Preview accepted invoices as PDF check box was added to the Final Invoice Processing section of the Billing Session Options dialog box in Billing » Interactive Billing. This option replaces the Download Accepted Invoices to PDF check box. This allows you to determine whether or not to automatically preview final accepted invoices as PDF files as part of the process when you click the Accept action on the Interactive Billing form. Choosing to not preview the final invoice report could expedite the final billing process if you are already familiar with the content or the invoice will be emailed or uploaded to a client protal.

The check box displays as Preview accepted invoices if, in Settings » Billing » Options, you set the Store PDF of Final Invoice option to Yes.

New Credit Memo Invoice Preview

When you view the details for a billing invoice in Hubs » Projects » Invoices, you can now see the invoice’s credit memo detail and the complete credit memo invoice if the invoice has a credit memo applied. A new Credit Memo Number column with a link to open the credit memo invoice preview has been added to the grid on the Invoice Details dialog box in the Invoices application. To open the dialog box: In the Invoices grid on the Invoices form, click at the end of the row for an invoice, and then select Invoice Details. Any invoice line item that was included in a credit memo shows the credit memo number in the new Credit Memo Number column. Click the credit memo number link in the field to display the complete credit memo.

Biometrics Authentication in Vantagepoint Mobile

Vantagepoint Mobile now enables you to log in using your biometrics, including your fingerprint or face ID. The fingerprint or face ID feature is also available when you submit timesheets and expense reports in Mobile Time & Expense.

To enable or disable the fingerprint or face ID feature in your Vantagepoint Mobile application, toggle Using Fingerprint/Face ID on the Settings screen.

Find Words that Sound the Same When You Perform Searches in Vantagepoint Mobile

Vantagepoint Mobile now allows you to find records that sound the same when performing searches. This type of search can locate word and name records that have variant spellings or contain diacritical (accent) marks or special characters, for example: Anne/Ann or Martin/Martine or Smith/Smyth/Smythe.

This search capability is only available in Vantagepoint Mobile if you enabled the Find words that sound the same when performing searches in the Vantagepoint browser application (in My Preferences » General).

Upgrade Touch Server to PHP 7.4.15

The Touch Server for this version of the Deltek Vantagepoint Mobile application has been upgraded to support PHP 7.4.15.

Associate New and Existing Firms with a Project Record

You can now associate firms with a project record in Mobile CRM.

On the Project Details screen, tap and then tap Create New » Firm or tap Associate Existing » Firm. On the Add Firm screen, duplicate checking is performed in case the firm that you want to add already exists in Vantagepoint. If one or more duplicate firms are found, a list of duplicates is displayed and you can either continue to create the firm or cancel the process. After you associate a new or existing firm with a project, that firm is automatically added to the list on the Firms screen.

Associate New and Existing Contacts with a Project Record

You can now associate contacts with a project record in Mobile CRM.

On the Project Details screen, tap and then tap Create New » Contact or tap Associate Existing » Contacts. Tap any contact in the list of available contacts or use the Search field on the Contact screen to look for a contact record to associate with the project. After you add and save the role details that you specify, your newly added contact is added in the Team Members list.

Associate Existing Employees with a Project Record

You can now associate existing employees with a project record in Mobile CRM.

On the Project Details screen, tap and then tap Associate Existing » Employees. Tap any employee in the list of available employees or use the Search field on the Employees screen to find an employee record to associate with the project. After you select an employee and save the role details that you specify, the newly associated employee is added to the Team Members list for the project. You can also associate an employee with a project on the Team Members screen. You can associate the same employee with a project record but with a different assigned role.

New Standard Fields added to the Details screen of a Project record in Mobile CRM

In Mobile CRM, Responsibility, Owner Value, and Location fields were added to the Details screen for a project record:

• The Responsibility field shows the level of responsibility that your enterprise has for the project,

• The Owner Value field shows the total amount of the contract for the owner of the project, in the project's currency.

• The Location field contains several fields for the project: Address 1, 2, 3, City, State/Province, Zip/Postcode, and Country.

New Standard Fields added to the Details screen of a Contact record in Mobile CRM 

In Mobile CRM, Prefix, Suffix, Professional Suffix, Source, and Website fields were added to the Add Contact Details screen and Edit Contact Details screen.

New Standard Fields added to the Details screen of a Firm record in Mobile CRM

In Mobile CRM, Owner and Website fields have been added to the Add Firm Details screen and Edit Firm Details screen of a Firm record. The Owner field displays the employee who is responsible for the relationship with the firm. The Website field displays the website of the firm.

Honor Screen Designer Settings in Mobile Time and Expense

Most of the expense grid settings that you apply in Screen Designer » Expense Report in the Vantagepoint browser application are now recognized in Vantagepoint Mobile Time and Expense, including:

• When you change column names in Screen Designer, those changes are reflected in the expense lines in Mobile Time and Expense.

• When you set the required fields for a specific role in Screen Designer, you receive a notification if you left the required fields blank when you submitted expenses in Mobile Time and Expense.

• When you hide the Receipt field for a specific role in Screen Designer, the Capture Receipt feature is hidden in Mobile Time and Expense.

Credit Card Support in Mobile Time and Expense

Vantagepoint Mobile Time and Expense now allows you to view, select, and match the available credit card charges to the expense lines of your expense report.

 

Notification of Credit Card Charges

You will see a number notification on the Expense menu and on the of the Expense Report screen if there are existing credit card charges. When you tap View Charges, the Credit Card Charges screen appears. Credit Card Charges are only available if you have access to Expense and if the Enable Use of Credit Cards option in Cash Management is enabled in the Vantagepoint browser application.

 

Credit Card Charges Screen

On the Credit Card Charges screen, the Not Matched tab appears by default and displays all the unmatched and partially matched credit card charges. The Matched tab displays all auto-matched credit card charges.

 

Match Credit Card Charges with Expense Lines

Credit card charges can be matched automatically with existing expense lines. Mobile Time and Expense matches the expense line and credit card charge’s date, merchant description, and amount. You can compare and confirm the details on the Confirm Match screen, and then select between This is a Match or This is not a Match. If a credit card charge is partially matched to an expense line, there are options that help you decide what to do with the difference in date, merchant description, or amount.

 

Add Credit Card Charges to Expense Report

There is also a menu to add a credit card charge or multiple credit charges to an expense report. When you select some charges and tap , you can select either Add to New Expense Report or Add to Existing Expense Report. The Confirm All Matched Charges option is only available on the Matched tab. If you selected this option, all auto-matched charges are merged to the expense lines and removed from the list.

Once a credit card charge is added to an expense line of an existing (in-progress) or new expense report, you can edit the amount before or after saving the report. The amount difference and the deleted credit card charge amount returns to the Not Matched list. If the updated expense line amount is greater than the matched credit card charge amount, the remaining negative amount is automatically cleared and it is not returned to the Not Matched list.

When you add an expense using Intelligent Character Recognition (ICR), you can later match it to an existing credit card charge. You can also use ICR to create an expense line and then match it to a credit card charge; however, you cannot use ICR after an existing expense line has been matched to a credit card charge.

 

New Undo Clear Charge Option in Mobile Time and Expense

If you accidentally marked a credit card charge as personal, you can now undo the clearing of these charges. On the upper-right corner of the Expense Report or Credit Card Charges screen, tap the and tap the Undo Clear Charge option. This option automatically returns the cleared credit card charges back to the Not Matched list of the Credit Card Charges screen.

Integration Configuration Options Now on the Setup Tab

Starting with this release, the options that you use to enable the Project Information Management (PIM) web service, set up and test the connection to PIM, and select the hubs for which you want to synchronize data are available on the Setup tab.

 

Enable PIM Web Service Option is Editable Anytime

Starting with this release, you can enable or disable the sync to PIM at any time because the Enable PIM Web Service option is now independent of other options in this utility.

 

Hub Record Information Validation and Initialization

In Utilities » Integrations » PIM, a new Initialization tab was added, with functions that let you select hub records to initialize, validate hub records, and perform an initial synchnronization of records when you are using PIM for the first time.

IMPORTANT: This only applies for first-time PIM users. If you already set up your Vantagepoint to PIM integration, use the Setup tab for ongoing synchnronization processes.

 

Selection of Hubs Records to Initialize

In the Hubs to Initialize section on the Initialization tab, you can select the Vantagepoint hub records that you want to sync to PIM. Each hub record type has a corresponding check box and you can filter records based on status. When you select a hub record type, the Active check box is enabled by default. When you select hub records in this section, the corresponding check boxes on the Setup tab are automatically selected.

 

Validation

Use the new Validate button on the Initialization tab to validate the Vantagepoint hub records that you want to sync to PIM. The validation process is necessary to make sure that all record information that you want to sync is compatible with the fields in PIM.

Click the Validation Status button, or the specific hub record result link, to display the PIM Validation Errors dialog box, which lets you know more about the errors encountered during the validation process so that you can fix them in the Vantagepoint hub records.

 

Initialization

Use the new Initialize button on the Initialization tab to perform an initial synchronization of your selected Vantagepoint hub records to PIM. When all record errors are resolved and successfully validated, you can proceed with the initialization process that syncs all validated records from Vantagepoint to PIM for the first time, which you do on the Schedule dialog box.

Click the Initialization Status button, or the specific Vantagepoint hub result link, to display the PIM Initialization Errors dialog box, which lets you know more about the errors encountered during the initialization process, or to make sure that all records are correctly synced to PIM.

Improvements for Larger Projects and the Ability to Export and Sort the Project Review Grid

Improvements have been made to support larger projects with lots of details in Project Review (Hubs » Project » Project Review). In addition, when drilling into the details in Project Review, you now have the ability to:

• Export grid details. This allows you to export information stored in Project Review for use outside of Vantagepoint.

• Sort the details in the grid, so that you can see the grid data in an order that works best for you.

 

Open Attached Transaction Documents

When you drill down into the expense and consultant details, you can view supporting documents for a transaction. If there are supporting documents for a transaction, a paperclip icon appears in that row. Click the paperclip icon to view the supporting documents as a .PDF file.

Default Plan Start and End Dates Based on Milestones

If you create a project from an existing project in the Projects hub (Hubs > Projects) but do not also copy the plan, or if you use a different method to create a project, the default plan start and end dates are set as follows: 

• If, at the time that you create the new project, you specify one or more milestone dates (Actual Start, Estimated Start, Actual Completion, Estimated Completion) for one or more work breakdown structure (WBS) elements, Vantagepoint uses those milestones to assign default plan start and/or end dates to those WBS elements. Vantagepoint then determines default plan dates for all other WBS elements based on those milestones, using a set of standard rules. Those rules ensure that every WBS element has both a plan start date and a plan end date. The rules also ensure that the plan dates are valid (for example, that the start date is earlier than the end date, the start date for a parent WBS element is not later than the start date for any of its child elements, and so on).

• If, at the time that you create the new project, you do not specify any milestone dates for any WBS elements, the default start date and end date for all WBS elements at all levels of the WBS are set to the next day's date.

Whatever method you use to create a new project, you should always review the resulting plan start and end dates on the Plan form in the Projects hub or in Project View in Resource Management, and then change the dates as necessary. 

After you save a new project initially, plan dates are no longer affected by additions or changes to the milestone dates. From that point on, you must go to the Plan form in the Projects hub, or to Project View in Resource Management, to change plan dates.

In a similar way, if you specify one or more milestone dates for a new phase or task when you initially add it to an existing project, Vantagepoint assigns default plan start and end dates for that WBS element based on those milestone dates. If you do not specify any milestone dates for the new WBS element, it is assigned the plan start and end dates that are currently assigned to its parent WBS element.

System-Required Columns No Longer Included in 50-Column Limit for the Edit Project Structure Grid

To ensure optimal performance, the grid on the Edit Project Structure form is limited to 50 columns plus any number of system-required columns. System-required columns are standard Vantagepoint columns that require an entry. In prior versions, system-required columns were counted against the 50-column limit; now they are not, enabling you to display more columns. (Columns made required using Screen Designer are not considered system-required and thus count toward the 50-column maximum.)

In a related enhancement, if you remove system-required columns from the grid, Vantagepoint now "remembers" and only displays your last set of selected columns the next time that you display the Edit Project Structure form. In prior versions, you could remove system-required columns, but the next time you returned to the form, Vantagepoint automatically displayed them again.

If you do remove some required columns from the grid, you may, as you edit the structure, create a situation in which one of those hidden required columns is blank, resulting in an error message when you save. Previously in that case, you had to display the Grid Settings dialog box and select the missing column for display before you could enter the required data. Now, however, Vantagepoint automatically adds that missing column at the right end of the grid so that you can make the required entry.

Project Descriptions Available for Selection on Employee Résumés

You can now include project description text on an employee résumé for any project on which the employee worked. For information about including text on employee résumés, see Add Employee Resume Text to a Proposal.

New Fields Available in Proposals

When you write a letter to a client associated with a proposal for an in-pursuit project or you include a project sheet as an example of your prior experience, you now have the option to include more specific information such as the following:

• The professional suffix of the employee writing the letter. Example: The Project Manager's professional suffix in the signature of the letter.

• Information for one employee associated with the project. Example: The title of the project manager.

• Information for one contact associated with a project. Example: The primary contact or owner.

• A list of employees or contacts with certain roles on the in-pursuit project. Example: The Lead Architect or Lead Engineer.

Master Element Renamed to Element Group

In Proposals, the Master Element label was changed to Element Group.

PSA Module Changes

Changes were made to the PSA module that apply only if you do not have QuickBooks integration turned on.

When you have the PSA module activated but you do not use the QuickBooks integration, you do not have the ability to process vendor and employee payments. However, in Vantagepoint 3.5 and earlier versions, you were able to access vendor and employee payment-related applications and functionality. In Vantagepoint 4.0, the following applications and functionality related to vendor and employee payments were removed since they do not apply. 

Applications Removed

The following applications were removed:

• Voucher Review in Hubs » Firms

• Payment Review in Cash Management, which includes the void payment functionality

• Accounts Payable in Utilities » History Loading

 

Reports Removed

The following reports in My Stuff » Reporting were removed:

• Accounts Payable Export

• Employee Ledger

• Voucher Ledger

• Voucher Schedule

Any saved favorite reports for these reports were also removed.

 

Expense Report Application Changes

In My Stuff » Expense Report, the ability to search for employee expense reports by paid status was removed:

• In the Search field drop-down list on the Expense Report form, the My Unpaid and My Paid filters were removed.

• On the New Expense Report Search dialog box that opens when you click + New Search from the Search field drop-down list, Paid and Unpaid were removed from the Add Value field for the Employee Status field.

Any saved searches using the Paid or Unpaid employee status were removed.

 

Exports Utility Changes

In Utilities » Imports & Exports » Exports, you can no longer create data export definitions using the EMPayments data pack.

The data pack was removed from the Data Pack field for the DELTEK data pack category on the Select Columns dialog box that opens when you create a data export definition.

Any existing data definitions that you created with the EMPayments data pack were also removed from the Exports utility and from the Integrations Manager utility.

Maintenance Updates

The current version of the Inuit Software Developer Kit (SDK) and the latest version of APIs have been applied to the Vantagepoint to QuickBooks Online integration.

Vantagepoint Supports Show or Hide Social Security Number Option on Payroll Reports

You can hide or show the Social Security Number on any payroll report. This option is displayed on the report only if you select the Print Social Security Number on paychecks option on the Checks tab of the Payroll Setup form (Settings » Payroll). To hide this option on the report, clear the Print Social Security Number on paychecks option.

New AR Statement Report Options

The Statement Addressee option in the Display Options section of the Options tab for the AR Statement report has been updated to include two new options:

• Name of Billing Contact/Client: The name of the billing contact and the name of the billing client print above the billing contact's billing address. 

• Name of Billing Client/Contact: The name of the billing client and the name of the billing contact print above the billing client's billing address. 

If you select either one of these options, a list of Print options displays. You can then select the check box for each contact addressee component that you want to print on the AR Statement report:

• Contact Prefix

• Preferred Name

• Contact First Name

• Contact Last Name

• Contact Suffix

• Contact Title

Resource Assignment Alert Supports Labor Code Planning

 

The Resource Assignment alert (Settings > Resource Planning > Alerts) has been modified to provide notifications in support of planning at the labor code level. Email and Notification Center notifications provide the appropriate labor code information when you make resource assignments at that level.

 

In a related change, the Resource Assignment alert now is only triggered when a resource assignment is either added or deleted. Changes to hours no longer trigger it. Previously, the Resource Assignment alert provided notifications each time that an assignment was added, deleted, or changed. However, the change notifications were often so numerous that they undermined the value of the alert, a problem likely to get worse when planning by labor code. 

Print Reports

In Hubs » Projects » Revenue Forecast, you can now print reports by selecting Other Actions » Print Report.

Option to Make User-Defined Fields Available in Analysis Cubes

If the Vantagepoint Intelligence module is activated, you can make some user-defined fields available in Analysis Cubes for use on Vantagepoint Intelligence dashboards. This option is only available for user-defined fields that you have added to the following hubs: Activities, Employees, Firms, or Projects.

To make a user-defined field available in Analysis Cubes, select the field in Screen Designer, click the Settings icon in the Field Properties section of the properties pane, and select Available for Analysis Cubes on the Field Settings dialog box. You can access Screen Designer either in Settings (Settings » General » Screen Designer) or in the hubs listed above. Your system administrator must then refresh the affected cubes with user-defined field changes before the fields will actually be available.

Upgrading from Vision: If you upgrade from Vision to Vantagepoint 4.0, user-defined fields that you made available in Analysis Cubes in Vision will not automatically be available in Analysis Cubes in Vantagepoint after the upgrade. Use Screen Designer in Vantagepoint to select that option again for those fields.

Find Words That Sound the Same When You Perform Searches

Vantagepoint Search now enables you to find records that sound the same when you perform searches in Vantagepoint. This type of search improves your ability to locate records that have variant spellings, contain diacritical (accent) marks, or special characters, as illustrated in the following name examples:

• Tony/Toni

• Rene/Renee

• Smith/Smyth/Smythe

To access this capability, select the Find words that sound the same when performing searches option on the General tab of the My Preferences dialog box.

For more information, see Find Words That Sound the Same and Set the Preference to Find Words That Sound the Same.

Invalidate Session for Disabled User

When a user’s record is made inactive or their login is disabled, the user immediately loses access to the Vantagepoint application. This can occur when:

• The number of login attempts was exceeded based on the password policies established in Settings » Security » Password Policies

• The user’s Status was changed to Inactive in Settings » Security » Users

• The user’s record was disabled in Settings » Security » Users

• A user belonging to a non-administrator security role has their login disabled in Utilities » Analysis » User Activity, in the desktop application

In addition, when a user loses access to the Vantagepoint application, all of their associated interactive sessions, including API sessions, are invalidated.

New Option to View Timesheet Revisions

When you enable revision auditing in Settings » Time » Timesheet Audit, the new Show Revision Audit option displays on the Other Actions menu in My Stuff » Timesheet. In prior versions, you could only view timesheet revisions when you selected the Include Revision Audit Report check box on the Print Report dialog box (Other Actions » Print). This new option allows you to use the Revision Audit History dialog box to track the number of revisions made to the timesheet and to review the specific changes for each revision.

Ratios on Employee Card Tie Out to Time Analysis Report

In prior releases, the quarter-to-date (QTD) and year-to-date (YTD) ratios on the Ratios tab of the Employee Card were calculated differently than the same ratios on the Time Analysis report. This version of Vantagepoint resolves that inconsistency. The calculations of the QTD and YTD ratios on Employee Card have been modified so that those ratios now match the corresponding ratios on the Time Analysis report.

New 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 for sharing your contacts and calendar items with colleagues, to nurture your client relationships. Connect also provides access to a scheduling assistant, so that you can share your availability with clients and efficiently set up appointments.    

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, which 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 also replaced with the updated Connect Add-in topics. This includes replacement of the Microsoft Outlook Add-in Login URL from the System Info tab on the About » Help dialog box. Clients who were using the Outlook Add-in must uninstall it and then install the new Connect Add-in to use the new functionality.  

When you use the Connect Add-in:

• If you change an employee's Status to Inactive or Terminated, they are automatically removed as a Vantagepoint Connect user.

• If you change an employee's Status to Terminated (cannot reactivate), they are automatically removed as a Vantagepoint Connect user and their mailbox will no longer synchronize with Vantagepoint.

Support for a Mixed Licensing Model and Improved Support for Managing Your Licenses

Vantagepoint 4.0 offers the option of a mixed licensing model, in which licenses for some modules are based on the number of employees set up and tracked in Vantagepoint and others are licensed for a specific number of named users. For example, you might license Accounting and other core modules for 500 employees, but license CRM and Resource Planning for 5 named users each. This model is available in Vision but has not previously been available in Vantagepoint. Its addition enables Vision customers using the mixed model to upgrade to Vantagepoint without having to change their licensing model.

This release also includes changes that make it easier for Vantagepoint administrators to take corrective action when license violations occur. In previous versions, when a license violation was detected, Vantagepoint would essentially be locked, and administrators could not make changes to employee or user records to resolve the issue themselves. Instead, they had to contact Deltek Customer Care for assistance.

The license management changes in this release include the following:

• When a license violation occurs, key components of Vantagepoint related to that license are locked, but users can still access other parts of the product. System administrators can, for example, mark employees as terminated to resolve an employee-based license violation, or they can change the access provided by a security role or change the users who are assigned that security role to resolve a user-based license violation.

• When an unresolved license violation exists, non-administrator users receive a warning message when they log on that notifies them that some parts of Vantagepoint may not be available to them. System administrators receive a more extensive message that provides information on how to resolve the license violation.

• If you have one or more modules licensed based on users, a new Review User Licenses dialog box is available from the Other Actions menu on either the Users form or the Roles form. For each module that you have licensed by user, that dialog box displays the number of licenses provided for the module, the number of licenses that are currently in use for the module, and a list of the security roles that provide access to one or more of the key components of that module that determine if a license is in use. An administrator can use this information to identify the individual roles and users involved in a license violation so they can take steps to resolve it.

Info Bubble Added to Display Total Payments by Currency

In previous versions, when you selected payments with a mix of currencies in Vendor Payments (Cash Management > Vendor Payments), Vantagepoint did not display a total below the grid for the Payment Amount column. In version 4.0, a Multicurrency info bubble below that column displays total amounts for each type of currency.

 

New Document Upload in Voucher Review

You can now upload supporting documents in Hubs » Firms » Voucher Review. On the Supporting Documents dialog box, you can drag and drop files to the Associated Documents grid or click Select Files for upload to choose documents. For more details, see Associate a Document with an Existing Voucher.

You can view uploaded documents associated with AP vouchers or disbursements on the posting log of the original AP voucher. Uploaded documents associated with unbilled transactions are available in Interactive Billing.

Open a New W-2 Quarter in the Browser Application

The Open New W2 Quarter form can now be found in the browser application in Utilities » Periods » W2 Quarter. 

After you close all payroll runs for the current quarter, you can open a new quarter to initiate the processing of payroll runs for the next quarter. Relevant information is displayed on the form, including the current and next W-2 quarters, the current and next W-2 years, and the start and end dates.

Defect 1399446: In Interactive Billing, you received an "Invoice file <xxx> is locked by another user" error. This issue occurred when you tried to add another invoice to an existing invoice transaction entry file that you created in a previous session, and in that session, you had closed the Vantagepoint tab after you final accepted an invoice.

Defect 1371957: On the Invoice Approvals form, after you clicked an invoice row in the grid, the name in the Client Name field for the invoice did not display correctly. Only the first 10 characters displayed in the field.

Defect 866909: Incorrect Help topic filenames caused an online Help error when you tried to access the User-Defined Hub List Report and the User-Defined List Options Tab topics. As a result, when you clicked the Help button for either of these topics, the following error displayed: "404 - File or directory not found. topic The resource you are looking for might have been removed, had its name changed, or is temporarily unavailable."

Defect 1379653: The Columns for Balance Sheet Report topic was updated with the following corrected column descriptions:

• Prior Year Amount: This column displays the amount of account activity during the same period as that of the current period, but for the previous fiscal year. 

• Prior Year Balance: This column displays the year end account balance at the end of the same period as the current period, but for the previous fiscal year.

Defect 1390809: When you logged in to the Deltek Time & Expense for Vantagepoint mobile application and clicked the Help menu, the link opened the Mobile CRM User Guide instead of the Mobile Time and Expense User Guide.

Defect 1391927: When you looked for guidance on how to form the base URL for an API endpoint, the Vantagepoint API documentation caused you to misinterpret the {{vantagepoint-domain-and-path}} variable—and its example—as the only element required in a base URL. The API documentation now provides a base URL example to better illustrate its composition.

Defect 1319125: When your firm configured auto numbering for hub records (in Settings » Workflow » Numbering) with an expression that included an underscore, new hub records did not include the underscore in the automatically assigned ID number.

Defect 1362695: In the summary pane of the Contacts form, when you set an employee as the Owner of a contact record, the employee's name was not automatically added to the Our Team tab.

Defect 1382817: When you displayed the Grid Settings dialog box from the Employees hub list view, you could not add the Professional Suffix column because it was missing from the Available Columns list.

Defect 736327: In the Firms hub, you were able to save a vendor's banking information even when you entered characters instead of only numeric values in the Bank ID field on the Vendor tab.

Defect 1381345: If you added a new contract for a project in the Contract Management grid on the Contract tab of the Contract Management form, and, without saving, you then expanded the project structure for the new contract in the Contract Totals grid and entered contract detail, you received a "Cannot insert the value NULL into column 'ContractNumber'..." error message when you tried to save.

Defect 1407061: If your security role restricts you to read-only access for project records with Approved for Use in Processing selected on the Accounting tab of the Projects form, Vantagepoint still displayed the pencil icon next to some fields for those projects, appearing to indicate that you could edit the data in those fields. Though you actually could not change the data, the presence of the icon was confusing.

Defect 1339650: When you tried to configure summary reports, the report options did not display the tabs for sorting and grouping columns.

 

 

Defect 1348078: When you ran the Fee Remaining report, the Fee and Fee Remaining columns displayed incorrect values. This issue occurred even if you selected the following options on the Billing Terms form (Hubs » Projects » Billing Terms):

• Either the Scheduled Billing or Allocate Billed Revenue fee method

• The Overall Percent Complete option and Percent Complete by Phase as Percent of Fee option for the project's billing terms, in the Fees and Fee Schedule grids on the Fees tab.

Defect 1325506: This issue occurred on the Insert Fields dialog box when you tried to add fields from a hub record to a custom proposal. When you selected fields and then clicked the drop-down list to specify the rows, the only option displayed was All.

Defect 1247981: The purchase order's cost distribution amount was missing from the Cost Distribution tab that you access from the Purchase Order Line Detail dialog box. This occurred when you clicked the PO Number hyperlink that displayed in the Item grid.

Defect 1340812: This issue occurred on the Line Items tab of the Purchase Orders form in the desktop application, when you used the French (Canada) language to log on to Vantagepoint. When you opened the Items Lookup dialog box to insert line items for a purchase order, the Description column was blank and did not display Text not Translated for the descriptions that were not entered in the French (Canada) language.

Defect 816519: This issue occurred when you set the Purchase Order Status report in the desktop application to exclude closed purchase orders (you cleared the Inlcude Closed Purchase Orders check box on the General tab in the report Options). Change orders associated with closed purchase orders still displayed in the report, even though the purchase order itself was not included.

Defect 1335406: On a search dialog box, when you used a Between operator with a date, number, or drop-down field to search for records, it did not correctly return the records that came after the beginning value and before the end value.

 

 

Defect 1378400: This issue occurred when you ran an advanced search from Employees, Contacts, Firms, and other hubs: the Advanced Search dialog box wrongly displayed a tool tip for the Check/Uncheck All check box at the top of the Search Results grid. By design, the Check/Uncheck All check box option and its tool tip should not appear on the Advanced Search dialog box.

Defect 1397361: In Project search, if you selected the Project County and also used the = operator, the drop-down list was not available and you had to manually enter text in the Value field.

Defect 1385179: When you were entering or reviewing values for a list on the Settings dialog box in (Settings » Labels and Lists » Lists) and you resized the dialog box vertically so that you could see more rows in the grid, the grid did not change size.

Defect 1356958: When you selected a scheduled workflow and, on the Actions grid, you selected Stored Procedure, the Reload Info Center Record check box incorrectly displayed on the Stored Procedure Configuration dialog box.