Deltek Vantagepoint 5.5.9 (Build 5.5.9.1732) Release Notes
 
Release Date: May 22, 2023
Last Updated: May 22, 2023


Welcome to the Deltek Vantagepoint 5.5.9 Release Notes, which describe the new features and enhancements introduced in this release.

These release notes address all of the modules associated with Deltek Vantagepoint 5.5, some of which your firm may not use. Skip the sections that do not apply to your implementation of Deltek Vantagepoint.


Regulatory Enhancements


State


Florida Quarterly Processing Electronic Filing

Deltek’s Software ID number changes, to HyLYmBB3rF.

For more information, see: https://floridarevenue.com/taxes/eservices/Pages/developerinfo.aspx.


Michigan 2023 Tax Update

The withholding tax rate for Michigan decreases from 4.25% to 4.05%.

For more information, see the 2023 Michigan Income Tax Withholding Guide: https://www.michigan.gov/taxes/-/media/Project/Websites/taxes/Forms/2023/2023-SUW/446_Withholding-Guide_2023.pdf?rev=4b8545b4de3b4ab1894d4f8876981240&hash=50FA735075BAFB41D4F659CCCB5DAE66


Utah 2023 Tax Update

The updates for Utah are effective June 1, 2023:

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West Virginia 2023 Tax Update

The updates for West Virginia are effective immediately:

The two-earner or multiple job method should be used for all employees unless they select a box on Form IT-104, West Virginia Employee’s Withholding Exemption Certificate. The Form IT-104 checkbox indicates that the employee is single, head of household, or married with a nonworking spouse and wishes to have tax withheld at a lower rate.

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Software Issues Resolved


Billing


Defect 1915729: This issue applies if you log in to Vantagepoint using the Francais (Canada) language. When you emailed invoices in Interactive Billing and Batch Billing, some fields in the email body did not retrieve the appropriate values.


Billing >> Interactive Billing


Defect 1758732: On the Labor tab in Interactive Billing, when you modified the labor category for a line item in the labor grid, the amount in the Reg Amount field that transferred was calculated incorrectly as Hours * Salary Rate.


Defect 1923592: On the Invoice History tab of the Interactive Billing form, when you printed an invoice, you received the following error message: "A potentially dangerous Request. Path value was detected from the client ( & )." This issue occurred if the project for the invoice had the "&" character in its project number.


Cash Management >> Bank Reconciliation


Defect 1904402: When you modified the value of the Decimal Places field for a currency code in the Currency Format grid in Settings » Currency » Options and then viewed a bank statement with a statement date that was later than the modified date of the currency setting, the amounts still used the old decimal format. This issue occurred if the bank currency was different from the functional currency of the active company.


Hubs >> Contacts >> Contacts


Defect 1831818: When you changed a firm's mailing address on the Overview tab of the Contacts form, you should have received the following warning message: "You have modified the Firm Address for this Contact. As Contacts keep a link to the Firm address, this will modify the original copy of the Firm address. Do you want to save your changes?"


Hubs >> Firms >> Firms


Defect 1915819: In the Firms hub, when a firm's address details included a phone number and you used the Contacts tab to create a contact to associate with the firm, Vantagepoint did not populate the Phone field for the new contact until you saved the record.


Hubs >> Projects >> Plan


Defect 1920670: On the Labor tab, when you reassigned a resource and clicked Reassign on the Reassign dialog box, the loading process took longer than expected. You also received an error message and the following functions were not operable:


Hubs >> Projects >> Project


Defect 1725514: When you upgraded from Vision to Vantagepoint, opportunity records from Vision that were converted to project records in Vantagepoint did not populate Billing Client Address information.


Defect 1874519: This issue occurred when you added a recurring activity to a project and then set a reminder for the activity. Vantagepoint displayed multiple entries of the same activity on the Activities tab of the Projects form.


Defect 1892152: This issue occurred if an employee without any role was entered at the project level and you added a new phase or task to the project record. When you entered the same employee and then added a role at the phase or task level, you received the following error message: "Employees are assigned to the same role more than once."


Defect 1911836: When you used the Create a Linked Promotional Project action in a regular project, Vantagepoint displayed the short name of the regular project as the long name of the promotional project.


Defect 1927272: On the Record Access tab in Settings » Security » Roles, if you set your record access for projects to Add/Modify only instead of Full, when you navigated to the Accounting tab of the Projects hub and tried to delete a record in the Restrict Charge Companies grid of the Multicompany section, you received the following error message: "You do not have rights to delete this record."


My Stuff >> Approval Center


Defect 1920328: This issue occurred when your approver role was set to approve purchase orders for multiple companies. When you reviewed purchase orders for one company and then switched to another company, incorrect details were displayed.


My Stuff >> Dashboards


Defect 1891859: This issue occurred for dashparts with the AR detail dashpart base. The value displayed in the Invoice Fully Paid column did not include invoices with zero totals resulting from transactions other than credit memos and cash receipts.


My Stuff >> Expense Report


Defect 1714250: This issue occurred when you split a credit card charge into multiple expense reports and only imported partial amounts for the first two expense reports. In the Credit Card Transaction grid of the Credit Card Charges pane, the Balance amount was incorrect because the amount added to the first expense report was not subtracted from it.


Defect 1876011: This error occurred if you were an approver and you tried to attach a supporting document to an expense line. You received a "Record not found" error message when the following occurred:

  1. A user submitted an expense report with two expense lines, with supporting documents associated for each line.

  2. As an approver, you deleted the second expense line and saved the changes and then added the line back with a supporting document.


Defect 1894247: When you entered a value in the Amount field in an expense line, the value of the Payment Exchange Rate field was incorrect because Vantagepoint used the exchange rate on the date that the expense report was created (the Report Date). This issue occurred when you used a different currency in the expense report and in the payment amount.


My Stuff >> Reporting


Defect 1876974: When you ran an AR Ledger report, the Average Collection Period on the report displayed a different value than the value displayed in the Average Age of Receivable field in Hubs » Firms » AR Review.


Defect 1916786: This issue occurred in the Voucher Schedule report when you had the following report configuration on the Options tab:

Invoices, with an aging date and invoice date difference that fell within the third aging date grouping, had amounts incorrectly displayed under the Unsched column.


Defect 1920792: This issue occurred if you assigned a project's Charge Type to either Promotional or Overhead on the Projects form. When you ran the Employee Labor Audit report, Vantagepoint displayed the debit account specified in the posting log in Settings » Accounting » Labor Posting instead of the debit account specified on the Time Analysis form in Settings » Accounting » Time Analysis.


My Stuff >> Timesheet


Defect 1921379: When a submitted timesheet was automatically approved based on the step conditions of the approval workflow, the status in the Timesheet Status field was still set to Submitted on the Timesheets form.


Proposals >> Custom Proposals


Defect 1751256: This issue occurred for firm records that were active but did not have Client Firm Type information. On the Proposal Properties dialog box, the Client field displayed the Client ID Number instead of the Client Name. In the Custom Proposals list, the Client field displayed the Firm type.


Resource Management >> Resource View


Defect 1887354: This issue occurred for users with roles that did not have access rights to Hubs » Projects » Plan. When you entered hours under a date that was beyond the resource's assignment date range, the value that you entered disappeared when you switched to a different row or when you tried to save the changes.


Defect 1914952: This issue occurred if some phases had similar phase numbers, and one of the phases had planned hours. The displayed job-to-date (JTD) hours for a resource were copied from one phase to another for the affected phases. This caused the JTD hours for those phases to be higher than they should have been.


Defect 1930518: In Resource View, when you tried to reassign estimate-to-complete (ETC) hours at the project level, the application seemed to load continuously and you could not proceed. This issue occurred when you were assigned to assignments at several levels of the WBS and one of the project levels only had hours before the ETC.


Settings >> Expense >> Alerts


Defect 1874697: In the Notification Center, you received a credit card past due alert for an employee that was not assigned to use a secondary credit card. This issue occurred if you were the supervisor of the employee, the system administrator, or the company administrator, and your role was set up to receive alerts for credit card transactions that were past due.


Settings >> Resource Planning >> Alerts


Defect 1873431: When you ran the Budget Milestone process, you did not receive alerts via email notifications. This issue occurred even when the target value that you set for the Budget Percent field was achieved.


Settings >> Workflow


Defect 1892173: The character limit for the Description field was incorrectly set to 200 in the Actions grid of the following workflow forms:

The character limit is now 250 characters.


Settings >> Workflow >> Approval Workflows


Defect 1915655: In Workflow Settings in the desktop application, when you removed specified recipients on the Email Configuration dialog box, such as users, security roles, or approval roles, Vantagepoint continued to display these values after you saved your changes.


Settings >> Workflow >> Scheduled Workflows


Defect 1913176: This issue occurred when you updated fields and then clicked a workflow button in a hub record. When you clicked Save, the workflow button continued to display a spinning wheel even if you received a notification saying that your changes were saved.


Utilities >> Imports & Exports >> Planning Data Export


Defect 1901337: When you used the Planning Data Export utility to export a project's labor planning data, the generated file did not display values for the planned hours and labor amounts.


Utilities >> Key Formats >> Organizations


Defect 1879281: This issue occurred when you used a database with the following configuration:

When you used the key format utility for Organizations, you received the following error message: "Please provide a value for table KEYCONVERTWORK."


Database Changes

Database Changes (Deltek Vantagepoint 5.0 to Deltek Vantagepoint 5.5)


Other Links

Online Help

Developer Resources


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