Upgrades Between Maintenance Releases Will Upload Only Changed Vantagepoint Reports

During installation of this maintenance release and for maintenance releases going forward (5.0.7 to 5.0.8, 5.5.2 to 5.5.3, and so on), only the changed reports in Vantagepoint will be loaded. This will significantly reduce the time needed to install maintenance release upgrades. For upgrades to and from major releases, for example from 5.5 to 6.0, all Vantagepoint reports will be reloaded.

^{Module Activation}

^{You can now specify whether or not your Vantagepoint PSA database will be used for a third-party general ledger solution, such as QuickBooks Online.}

^{To set up your Vantagepoint PSA instance for automatic integration with a third-party GL solution, click Activate Modules and set the Will your PSA instance integrate with a third-party GL solution? option to Yes.}

Adding New Tax Codes in Vantagepoint Is Prevented When You Have QuickBooks Integration Enabled

On the Integration Setup tab in Utilities » Integrations » QuickBooks, if you have the Enable QuickBooks Integration setting turned on, the following items no longer display on the Tax Codes form in Settings » Cash Management » Tax Codes:

• + New Tax Code

• Copy action in the Actions menu

The removal of these items prevents you from creating new tax codes in Vantagepoint that would not get added to QuickBooks. With QuickBooks integration enabled, the tax rates that you enter in QuickBooks are added as tax codes in Vantagepoint during synchronization. However, the tax codes that you create in Vantagepoint do not get added to QuickBooks during the synchronization.

On the Tax Codes form in Vantagepoint, you can still edit or delete tax codes that were added to Vantagepoint during synchronization with QuickBooks.

Deltek Unionpoint

Deltek Unionpoint provides another method for integrating Talent Management and Vantagepoint.

Unionpoint is an Integration Platform as a Service (iPaas) solution that allows non-technical business users to build, deploy, and manage integrations with Deltek solutions. With Unionpoint, you can sync data in real-time, transfer and sync both standard and user-defined fields, and create “recipes” in an intuitive platform as you customize your integration.

Unionpoint is available if you are using Talent Management 17.0 or later and Vantagepoint 5.0 or later. If you set up the integration using the Talent Management utility in Vantagepoint (Utilities » Integrations » Talent Management), your setup remains unchanged and Deltek will advise you on when you can use Unionpoint to integrate the two systems.

For more information, see Integration Through Deltek Unionpoint in the Vantagepoint help.

Defect 1736134: This issue applies if you used the Insert Field option on the Email Invoice dialog box to select and include the Project Manager field in the Subject and Message fields. In the sent invoice, the project manager's name did not display in the subject line or the body of the email message.

Defect 1763841: When you did not set the Date Format option to MM/dd/yyyy in My Preferences, the following issues occurred in Batch Billing:

1. When you clicked Cancel on the Billing Session Options dialog box, Vantagepoint did not apply your preferred date format to the start and end dates in the Period field on the Invoice Creation tab.

2. When you scheduled a Batch Billing run without modifying the dates in the Period field, you received an error message saying that the period start date for your invoice was not a valid date.

Defect 1756956: The value of the Invoice Status field on the Draft Invoice Approvals form and the Interactive Billing form did not match. This issue occurred when you edited details of a rejected invoice and then unsubmitted the invoice from the Invoice Approvals form.

Defect 1758544: In some transaction rows on the Expenses tab of the Interactive Billing form, the Account field only displayed the account number and did not include the account description.

Defect 1702203: This defect applies if you set up and activated Vantagepoint Connect for your email application. You received an error message when you did either of the following:

• In Hubs » Employees, you set the Status option to Terminated.

• In Settings » Security » Users, you set the Status option to Inactive.

Defect 1811248: This issue occurred on the Vouchers tab of the Voucher Review form. When you selected a voucher in the Vouchers grid and clicked Voucher Options at the end of the row, or clicked a supporting document in the row to view details, and then you scrolled down the grid to view another voucher's details, the information in the detail or supporting document dialog box for the second voucher did not match the voucher that you had selected in the Vouchers row.

Defect 1758673: On the Format tab, when you copied and pasted Arabic text into the Description field, question marks were displayed instead of text.

Defect 1737727: On the Fees tab of the Draft Invoice Approvals form, when you changed the percent complete or fee to date for a fee, the changes were not saved or you received the following error message: "Please review values on the Fees tab. Project is Required."

This issue occurred if you specified the following settings for the project on the Fees tab in Billing Terms:

• The Fee Method option was set to Overall Percent Complete.

• The Allocate Billed Revenue on Fee Invoices Based on Category checkbox was selected.

Defect 1708698: If you clicked + New Project on the Projects form, set the How to Create Project option to From Project, and selected the Copy Plan checkbox, the Plan Start date field did not display on the New Project form.

Defect 1789827: This issue occurred when you opened a project and selected Other Actions » Add Phase or Add Task. When the new phase or task was added, a team member with a blank role at the parent level was copied and then changed to a key employee role, resulting in duplicate employee entries with the same role.

Defect 1759458: When you clicked the Detail icon to view expense line details and then scrolled down to view a different expense line, the information on the Detail dialog box did not match with the details displayed in the second expense line.

Defect 1745431: This issue occurred for dashparts with the employee dashpart base that included the following columns:

• Standard Hours

• Standard Amounts

The values displayed in the affected columns were rounded up instead of displaying decimal values, even if you configured the columns to show decimal values using the Decimal Places field of the Properties dialog box (which you display from the Dashpart Designer).

Defect 1751212: This issue occurred in dashparts with the project dashpart base that were configured to display values based the presentation currency, configured in the Presentation Currency field on the Presentation Currency dialog box of the Dashpart Designer. Fee and Compensation Amount related columns used the correct presentation currency code but the actual amounts were incorrectly based on the project currency. 

Defect 1651948: In French instances of the desktop application, when you configured the report options for the Vouchered Purchase Order Items report, the purchase order (PO) status for closed POs showed the incorrect translation Clos(es), which should have been Clôturé.

Defect 1678100: In Interactive Billing, when you transferred a labor transaction from one project to another and then ran the Time Analysis report, the Realization Amount column displayed the original labor cost of the source project without deducting the transferred labor cost. This issue resulted in incorrect Month-to-Date and Year-to-Date values.

Defect 1702222: When you ran the Project List report, information in some user-defined grids was not included in the report and only subtotals were displayed.

Defect 1732476: This issue occurred with the Voucher Ledger report when you did the following:

1. In My Preferences, you set your Date Format preference to dd/mm/yyyy.

2. On the report's Options tab, you selected dates in the Time Frame field.

3. You clicked Run to generate the report.

You received the following error message: "String was not recognized as a valid DateTime."

Defect 1733114: Font size changes that you made for headers and footers on the Layout tab of the report options were not applied to the generated reports.

Defect 1733337: When you searched for and selected invoices and then ran the Invoice Transaction Detail report, the report displayed information from invoices that you had not selected. This issue occurred when you used Search on the Invoice lookup to select more than one invoice for the report and specified a value for the Invoice Selection option in the report options.

Defect 1748566 On the Columns & Groups tab of the Contract Management report, when you clicked +Manage Groups, the Period option on the Select Groupings dialog box was unavailable.

Defect 1754534: When you created a new report that was based on a Favorite report and then clicked Save As, the Report options displayed outlines indicating that fields were changed. These changes included both updated fields that were previously saved and fields that were not updated. In this scenario, the report form loaded continuously and did not refresh the data.

Defect 1755957: On the Options tab of the CRM Project Summary report, when you tried to add a new user defined section to the report, the Additional Field Formatting section was not available on the Create Section dialog box.

Defect 1763180: When you tried to edit text in a proposal template, the indent buttons (increase and decrease) were not available unless you used numbered lists or bulleted lists.

Defect 1728980: When you specified utilization and scheduled thresholds in Settings » Resource Planning » Resource Settings, Vantagepoint did not apply the correct colors of the utilization or scheduled percentages to the calendar period fields on the Resource View form.

Defect 1745603: When you selected Project Organization Name as the project filter and then selected the highest level of the organization, the resulting projects under the organization did not display in the Resource View grid when you applied the filter.

Defect 1730683: This issue occurred when you ran an employee search that contained several conditions and you used the Not Checked operator for a field (for example, Credentials - Include Proposals). Instead of excluding checked records, the search incorrectly returned employee records that fit both checked and not checked conditions.

Defect 1651159: On the Actions bar, when you clicked Actions » Generate Users and then clicked the Generate Users button, you received this error message: "Invalid parameters supplied to Generate Users." This issue occurred when you created usernames and set the Initial Password option to Windows Authentication.

Defect 1721161: You were unable to save auto numbering for projects when you used an expression as the auto number source and you mapped the auto number format to project organization.

This issue occurred when you did the following on the Numbering form:

1. In the project row in the System Numbering Format grid, you se the Auto Number Source option to Expression.

2. You clicked the lookup in the Auto Number Format field.

3. On the Expression Configuration dialog box, you added a row in the Project Auto Numbering Format grid and in the Item field you entered PR.Org.

4. When you clicked the lookup in the Map Values field, the Mapped Values dialog box was partially hidden behind the Expression Configuration dialog box and was blank.

You were unable to enter and save a mapped value.

Defect 1759870: Column Change actions that you entered for a scheduled workflow failed when conditions for the workflow were for numeric user-defined fields.

Defect 1695335: In AP Invoice Approvals, when you submitted, approved, rejected, or reassigned AP invoices for vendors with a large number of AP invoice records, the invoices took a long time to load and process.

Defect 1755116: On the Invoice and Receipt form, when you entered the same invoice number in the Invoice field in the Invoices grid and in the Receipts grid and then tried to save the entry, you received the following error message: "Record xx already exists and cannot be added."

Defect 1721207: This issue occurred when you disabled phases that had tasks. On the Labor tab of the Interactive Billing form, the Phase column was empty, but there were still many transactions associated with a task. A validation process was added to catch key conversions that disable phases with tasks.

Defect 1683346: The key conversion utility incorrectly combined organizations even when the old and new organizations each already had an associated proposal firm. This issue resulted in 2 proposal firms being associated with the new combined organization, instead of only one.

If an affected organization was listed in the Organization grid of the Associated Organizations tab in Settings » Organization » Proposal Firms of the desktop application, you received an error message indicating that the organization was already associated with another proposal firm.

The key conversion utility now retains the proposal firm that is associated with the new combined organization and removes the proposal firm that was associated with the old organization.