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.

New "Create Schedule Dependencies" Video

A new video titled Create Schedule Dependencies has been added to the online help. This video shows you the different methods for creating schedule dependencies on the Schedule tab of Project Planning. These methods allow you to identify predecessors and successors, select relationship types, and add lag/lead time for dependencies.

You can access the video in the online help:

• From the Learning Aids menu, when you click ? on the Plan form in Hubs » Projects » Plan.

• In related help topics:

• Schedule Tab of the Plan Form

• Videos for Project and Resource Managers

• The following how-to topics: Create Dependency Relationships, Drag the Arrows Between Bars on the Gantt Chart, Use the Dependency Details Dialog Box, and Enter Details in the Predecessor Field.

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, on 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 1721727: 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 1755323: 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 1687420: This issue occurred if, when creating an AP Voucher transaction record, you selected the Suppress Bill option for one of the line items, added a supporting document, and then posted the record. When you viewed the supporting document for the invoice in Billing » Interactive Billing, the supporting document displayed.

Defect 1719795: This issue applies if the unit that you posted in Transaction Center » Transaction Entry » Units did not have any values entered in the Billing Rate and Cost per Unit fields in Settings » Accounting » Units. On the Expenses tab of the Interactive Billing form, no values displayed in the Amount and Billing Extension fields and you received the following error message when you tried to transfer the unit transactions to a project: "Attempted to divide by zero."

Defect 1724189: 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 1758670: 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 1760056: On the General tab of the Interactive Billing form, the Notes field did not automatically expand to display the entire text that you entered in the field.

Defect 1825329: The supporting document for Expense, AP Disbursement, and Journal Entry transaction types did not print when the Invoice Print option was selected.

Defect 1720606: This issue occurred in the Firm field in the Employees hub. Even if you did not own the Accounting module, the following message was displayed on the ibutton: "This Employee is currently referenced in the accounting tables. Therefore you cannot change this Employee to a Company."

Defect 1749693: 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 1811309: This issue occurred on the Vouchers tab of the Voucher Review form. When you selected a voucher in the Vouchers grid and you 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 1761377: On the Format tab, when you copied and pasted Arabic text into the Description field, question marks were displayed instead of text.

Defect 1719899: The value in the EAC Overhead field on the Labor tab of the Plan form in Hubs » Projects » Plan incorrectly differed from the value in the corresponding field on the Financial tab of the Project Review form in Hubs » Projects » Project Review.

Defect 1732198: This issue occurred after you created and saved a phase or task record in the Projects hub and then deleted that record. If you subsequently used Utilities » Key Conversions » Tasks » Change Number to change a different phase or task number to be the same as the number of the deleted record, you received an error message.

Defect 1737919: This issue occurred when you set up a function action in a workflow and set the Method option to Create Promotional Project from Regular Project on the Function Configuration dialog box. When the promotional project was created, Vantagepoint did not prefill the Linked Project field in the project record. This issue happened if the regular project had a work breakdown structure.

Defect 1755133: 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 1755331: This issue occurred in the Projects hub when you created a user-defined grid with a caption (name) that contained 29 characters or more. When you narrowed the columns and then logged out of Vantagepoint, the column widths returned to their original size when you displayed the grid again.

Defect 1791575: 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 1814225: When you edited a field in the Projects hub that should have automatically updated other fields in the hub per a user-defined workflow action, the change to the other fields did not display when you clicked Save. You had to refresh the screen before the changes were displayed. The changes should have displayed immediately after you clicked Save.

This issue occurred for several types of actions in a user-defined workflow, including column (field) changes, create activity, and stored procedures that had the Reload Hub Record checkbox selected on the Stored Procedure Configuration dialog box.

Defect 1748492: When you cancelled and replaced a submitted stitched receipt with a single-image receipt through another expense line, the cancelled stitched receipt was still attached to the new expense line instead of the single-image receipt that you specified.

Defect 1757108: This issue occurred when your security role did not have access rights to Rate Table settings such as Cost/Pay Labor Rates and Cost/Pay Labor Categories. When you tried to display employee cards in Timesheets and Expense Reports, you received a "you do not have access" error message.

Defect 1631040: On the Approval Center form, when you selected an approval record type that had thousands of records (regardless of the record completion status), you received the following error message: “The incoming request has too many parameters."

Defect 1761087: When you clicked the Detail icon to view expense line details and then scrolled down to view another expense line, the information on the Detail dialog box did not match with the details displayed in the second expense line.

Defect 1748953: 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 1752353: 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 1708127: The Credit Card Charges pane of the Expense Report form displayed the credit card code instead of the credit card name.

Defect 1707130: On the Options tab of the Labor Detail report, when you changed the Level of Detail from Employee to All Transactions, the width measure (MM format) of the Transaction Date column on the Columns & Groups tab was changed to a smaller number.

Defect 1717902: On the Other Actions menu of the Reporting form, when you clicked Download and then selected the Microsoft Excel Spreadsheet option, Vantagepoint generated the report output in XLS format instead of XLSX.

Defect 1720870: When you set the Enable Reporting at Billing Rates option to No in Settings » Accounting » Labor Options and then changed the Report At option to Cost for the Labor Detail report, the column headings were not updated with the correct labels.

Defect 1725822: For the Project Earnings report, this issue occurred when you created a user defined billing type field in Screen Designer. If you then applied the user defined billing field in the grouping section and also added it to the Columns grid, when you ran the report, some projects for the user defined billing field displayed either different values or were blank.

Defect 1733412: 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 1745960: 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 1749180: 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 1756779: 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 1756782: 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 1756795: On the Columns & Groups tab of the Contract Management report, when you clicked +Manage Groups, the Period option was unavailable on the Select Groupings dialog box.

Defect 1756805: 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 1762784: 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 1763481: 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 1814368: The projects listed on a timesheet had large spaces between them. This issue occurred when you printed a timesheet from the Timesheet form using the following actions:

• Floor Check, and then you selected Print Detailed Timesheet or Print Summarized Timesheet

• Print, and then you selected Detailed Timesheet

Defect 1763259: 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 1746385: 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 1756330: 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 1716011: On the New Project Search dialog box, the sorting function did not work when you clicked the column headers in the search result grid.

Defect 1727482: This issue occurred when you used a basic search to find in-progress AP Invoice Approval records and selected Apply on the New Search dialog box. If you edited the search criteria, the operator of the Status criteria changed to N.

Defect 1768711: 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 1732314: Analysis Cubes refresh jobs failed when there was a project in the database that had phases and tasks with names that were more than 7 characters long, even though Vantagepoint allows phases and tasks to have names with up to 15 characters.

Defect 1767888: When you used a single currency database and you tried to add a user-defined field of any type to the Projects hub, you received the following error message: "Cannot insert the value NULL into column 'ComponentType'."

Defect 1698324: When a Resource Planning alert was triggered, Vantagepoint did not send an email message or a notification to specified users. This issue happened when you set up an alert on the Plan Creation, Modification, or Deletion dialog box and selected the Current User option in the Suppress Alerts if Modified By section.

Defect 1755545: This issue occurred for roles that are set up without access to any of the following modules under Settings » Rate Tables (on the Overview tab of the Roles form):

• Cost/Pay Labor Rates

• Cost/Pay Labor Categories 

• Cost/Pay Labor Codes

An error message displayed when users with the affected roles accessed Roles form. One error message was displayed for each disabled module in the list.

Defect 1758403: 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 1763388: 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 the 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 set 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 1696155: 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 1758994: When you saved a labor adjustment for an employee and entered a date outside the current active period/year, you received an error message.

This issue occurred if, in Settings » Accounting » Transactions, you set the following options to Yes:

• Require Transaction Dates to be Within the Active Fiscal Year

• Require Transaction Dates to be Within the Active Fiscal Period 

Defect 1753304: When you selected the Files & Links tab in a user-defined hub, you received an error message. This issue occurred when you initially did not grant access rights to the user-defined hub for your role and then did the following:

1. On the Overview tab in Settings » Security » Roles, you granted access to the user-defined hub to your role.

2. On the Access Rights tab, you set the Functional Area option to Application Tabs and granted access rights to tabs that were not in the user-defined hub.

3. You refreshed the web page or you logged out of Vantagepoint and then logged in again.

4. You navigated to the user-defined hub and then accessed the Screen Designer, where you made the Files tab and the Links tab available to your role.

Defect 1761139: 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 1703433: If you use QuickBooks integration with Vantagepoint, the Title field in the summary pane of the Employees hub was incorrectly read-only.

Defect 1758471: 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 1758473: 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.

Defect 1702167: This issue occurred in the desktop application. On the Report Logging tab of the Report Administration form, characters were displayed in the Username column instead of usernames.