Incremental Refresh for Analysis Cubes

The option to run an incremental refresh, for non-cube configuration related fields that were updated since the last Analysis Cubes refresh, is now available. As an Analysis Cubes user, you can refresh to see the latest data in the analysis cubes without waiting for a full refresh, which takes more time to complete.

To run the update against the process server: On the Refresh tab of the Analysis Cube Settings form, click the Schedule button and then select the new Incremental Data Refresh option on the Schedule dialog box.

Expose Workflow API Endpoints

Workflow API endpoints are now available. These new API endpoints honor existing validations and restrictions, as well as security requirements at the application level.

Allow Activities Hub-related API Endpoints to Support Calendar Invitations Setting for Connect Sync

Activities hub-related API endpoints have been updated to honor the Connect Sync setting for calendar invitations. The Activity Metadata API endpoint exposes the CalendarInvitations field. By default, this field is set to DoNotSendInvitations, to avoid inviting attendees.

Use the POST Create an Activity or PUT Update an Activity API endpoint to set this field to any of the following options:

1. DoNotSendInvitations: You cannot send invitations to anyone.

2. SendToContactsAndEmployees: You can send invitations to both contacts and employees.

3. SendToEmployeesOnly: You can send invitations to employees only.

Restart Approval Workflows for Timesheets and Expense Reports

A new Restart Approval option is now available for Timesheet and Expense Report approval types in My Stuff » Approval Center. This option displays at the end of a grid row on the Approval Center form if you are the specified approval administrator or its delegate for the respective approval workflow. Use this option to return an approval record to the first step of the approval process. When you restart approvals, Vantagepoint removes all approved history and comments that are associated with the submitted record and starts over from the first step, regardless of where the record is in the approval process.

The Restart Approval option does not apply to posted records, or to timesheet line and expense line approval types. If you want to reset an approved record to the last step of the approval workflow, use the existing Reopen action (if enabled).

Post Cash Receipts from Bank Reconciliation

Previously, Vantagepoint introduced the ability to automatically create cash receipts in Bank Reconciliation (Cash Management » Bank Reconciliation).

You can now post cash receipts that were created in Bank Reconciliation. On the Import Tab of the Bank Reconciliation form, the Post Cash Receipts option is now available in the Other Actions menu. Select this option to display the Post Cash Receipts dialog box.

The Post Cash Receipts option is available if:

• Your system administrator granted posting rights to your role on the Accounting tab in Settings » Security » Roles.

• You set the Enable Transaction Center Approvals option to No in Settings » Accounting » Transactions. 

When you choose to post cash receipts, the new Post Cash Receipt dialog box displays the cash receipts associated with the currently selected bank code. You can select the check box next to the cash receipt or cash receipt files that you want to post, and then click the Post button.

If you are using files to group cash receipt transactions, Vantagepoint does not provide a warning or error message when the total amount of the cash receipts file posted from Bank Reconciliation does not match the control total. If your company requires that the total amount of the posted cash receipts file matches the control total, enter a value in the Control Total field on the New File dialog box when you create a new cash receipt file in Transaction Center » Transaction Entry » Cash Receipts.

Overtime Premium Calculation Has Been Updated to Honor Billing Labor Override Tables

When you use a billing labor override table to override labor cost rates on an invoice, the overtime premium calculation now uses the cost rate in the billing labor override table, instead of the cost rate in the Employees hub for an employee.

This calculation applies when you enter the following settings in the Labor section on the Rates tab in Billing Terms for a project:

• In the Method field, select Rate times multiplier.

• In the Overtime Method field, select Bill ovt premium as cost.

• In the Override Table field, select a billing labor override table that has an override cost amount or an override max cost amount to override cost rates.

Print Billing Labor Category Rate Tables

You can now print billing labor category rate tables in Settings » Rate Tables » Billing Labor Categories. On the Billing Labor Category Table form, a new Print action was added to the Other Actions drop-down list. After you click Print, you can select one of the following items to print:

• Current Record

• Current Selected Records

• Select Records to Print

For more information, see the following help topics:

• Contents of the Billing Labor Category Tables Form

• Print or Download a Billing Labor Category Table

Support for Email Templates in Payment Applications

You can now create email templates and reuse standard information, such as regular text or database fields, whenever you send electronic payment remittances by email in the following Payment applications:

• Cash Management » Vendor Payments

• Cash Management » Employee Payments

• Cash Management » Payment Review

• Payroll » Payroll Payments

When vendor, employee, or payroll payments are in the printing and numbering stage of the process, click the Email Remittance action in the Payments grid and then select either the Recipients or Specific Address option to display the Email Remittance dialog box. Depending on your security role and save rights settings, you can use the Save Email Options button to create, modify, and save email templates for personal use, for the use of those who share your role, or for use by all roles. You can then use the Select Email Template option to select a previously saved email template.

Email templates that you saved from Vendor Payments, Employee Payments, or Payroll Payments are available for selection when you send or resend electronic payment remittances from Cash Management » Payment Review. In Payment Review, you can also create and modify email templates for vendor, employee, or payroll payment types to select and reuse in the respective applications.

Drill To Another Table or Chart Dashboard from Dashpart Column Values

You can now define which additional information displays when you click dashpart column values on a parent dashpart. The information that you can link depends on the available table or chart dashparts in the Dashpart Library. For example, you can set up Vantagepoint to display a dashpart with AR invoice detail when you click on a column value from a dashpart that displays outstanding accounts receivable data for a project.

Use the Drill To dialog box to configure the drill to dashpart that displays when you click a dashpart column value. To access the Drill To dialog box from the Dashpart Designer, click the option under Drill To in the column table area for the dashpart column that you want to configure. Note that the option under Drill To is not displayed for hidden dashpart columns.

You can also configure the following on the Drill To dialog box:

• Some dashpart columns have existing default dialog boxes or info bubbles that display when you click the column values. Use the settings on the Drill To dialog box to override these defaults with your preferred drill to dashpart.

• Filter the displayed information on the drill to dashpart based on the information from the parent dashpart. You can filter the drill to dashpart based on the record selected, chart grouping, or date ranges applied to the column value.

For example, when your dashpart is configured to display the outstanding accounts receivable balance for a project, the drill to dashpart can be filtered to only show AR invoice detail for that selected project.  Filtering a drill to dashpart requires that the dashpart you are drilling to contains the information to be filtered.

As mentioned above, the additional information that you can associate with a dashpart column is based on the available table or chart dashparts. Table or chart dashparts that are displayed based on the Drill To dialog box settings are non-editable (read-only) and any links in these table and chart dashparts are disabled.

Access Rights for Dashparts

Role based access rights are now applied to dashparts. To configure a role's access rights to dashparts, go to the Access Rights tab of the Roles form (Settings » Security » Roles), and select the Dashparts functional area. Dashpart access rights work in conjunction with the role’s rights to create dashboards.

Roles without rights to create dashboards:

• Users with this role configuration can only access dashparts from dashboards that are shared with them by role or by employee.

• Users with this role have full access to all dashparts, which ensures that they can view all dashparts in the dashboards that they can display. 

Roles with rights to save personal dashboards only:

• Users with this role configuration can access dashparts based on the settings specified on the Access Rights tab of the Roles form.

• When a dashboard is shared with this role and some dashparts in the dashboard are restricted for the role, the settings on the Access Rights tab of the Roles form are updated to give the role access to all dashparts in the shared dashboard.

• When a dashboard is directly shared to an employee and some dashparts in the dashboard are restricted for the employee's role, the settings on the Access Rights tab of the Roles form are not updated to grant the role access to the restricted dashparts. Any restricted dashparts in the dashboard display a message indicating the access restriction.

Roles with rights to save dashboards and dashparts for all roles:

• Users with this role configuration will always have full access to all dashparts.

Access to dashparts can also be removed after a dashboard is shared with a role. In this case, when a user displays a dashboard, a message displays in the restricted dashpart to indicate the access restriction.

Access rights for a new dashpart are automatically granted to the role when that dashpart is added to a shared dashboard. However, if a new dashpart is not added to a dashboard, access rights for that new dashpart must be configured on the Access Rights tab of the Roles form.

If you are upgrading from an earlier Vantagepoint release to Vantagepoint 5.5, access rights to all dashparts are allowed. You can configure access rights to dashparts after upgrading.

Personal Dashboards

You can now create personal dashboards, which only you can access. In addition, you can create these personal dashboards without the assistance of a dashboards administrator or a manager.  

The option to create personal dashboards is based on your role's configuration in the Dashboards and Dashparts field on the Overview tab of the Roles form (Settings » Security » Roles). Dashpart access rights are managed in the Dashparts functional area on the Access Rights tab on the Roles form.

If your role has access rights to create personal dashboards, the following apply:

• To create personal dashboards with existing dashparts from the Dashpart Library, access the edit mode of the Dashboard form.

• You cannot create or delete dashparts from the Dashpart Library. 

• Your role's access rights determine which dashparts you can access in the Dashpart Library.

• Personal dashboards that you create are displayed in a corresponding section in the Navigation pane. 

• To arrange the order of the Personal Dashboards in the Navigation pane and apply dashboard filters, use the Dashboard Options form (list view), which you access by clicking Options on the toolbar of the Dashboards form while in edit mode.

If you are a dashboards administrator, with access rights to create dashboards and dashparts for all roles:

• When you create or copy a dashboard, you can save the dashboard as a personal dashboard on the Create New Dashboards dialog box or Dashboard Copy dialog box, respectively. 

• Personal dashboards that you create are displayed in a corresponding section in the Navigation pane.

• To arrange the order of personal dashboards in the Navigation pane, or to apply dashboard filters to your personal dashboards: On the toolbar of the Dashboards Options form, click View Options » My Personal Dashboards.

• To view a display-only list of all personal dashboards along with the username of the employee who created each one: On the toolbar of the Dashboards Options form, click View Options » All Personal Dashboards.

• You cannot share personal dashboards with other users or roles.

New Columns in Project Dashpart Base

The following columns were added to the list of available columns for the project dashpart base.

• Weighted Percent Complete Bill

• Weighted Percent Complete Cost

Use these columns to display the percentage of completion for a project's billing amounts or cost amounts from a dashboard. These columns also calculate a weighted percent complete at higher levels of the work breakdown structure (WBS) after you enter the percentage of completion at the lowest level of the WBS. Weighted percent complete values displayed in these columns are based on information in Hubs » Projects » Budget. To display more information about the percent completes, click the values under the appropriate column.

Synchronize Employees and/or Contacts

When you use the Vantagepoint Connect integration, the Overview tab in the Activities hub now includes a Calendar Invitation field. Use this field to specify whether employees, or both employees and contacts, automatically receive activity invitations when you synchronize Vantagepoint with your email application.

Select from these options:

• Do Not Send Invitations: No calendar invitations are sent when synchronization completes. This is the default setting.

• Send to Employees Only: Synchronize the activity to your email application calendar and automatically send an invitation from your email application to the employees that are associated with the calendar activity.

• Send to Contacts and Employees: Synchronize the activity to your email application calendar and automatically send an invitation from your email application to the contacts and employees that are associated with the calendar activity.

After the activity is synced to your email application, you can change the Calendar Invitation setting. However, if the Send to Employees Only option or the Send to Contacts and Employees option was selected when you initially set up the activity, the attendees were already invited. To cancel invitations for any attendees, you must remove them from the invitation.

Real-Time Notifications and Interactions

If you want the ability to see the names of all users who are viewing the same record from hubs, or across multiple applications, navigate to the Global Options section in Settings » General » Options and select the new Enable Real-Time Notifications and Interaction option. To see the usernames, click the bubble at the upper-right of the record.

These information bubbles are updated in real time and are available on forms in the following areas:

• All hubs, including user-defined hubs

• My Stuff » Expense Report

• Billing » Interactive Billing

• Billing » Billing Groups

• Transaction Center » AP Invoice Approvals

• Cash Management » Vendor Payments

• Cash Management » Employee Payments

• Cash Management » Bank Reconciliation

• Cash Management » Credit Card Reconciliation

• Payroll » Payroll Payments

• Purchasing » Purchase Requisitions

• Purchasing » Purchase Orders

• Purchasing » Items

• Settings » Security » Roles

• Settings » Security » Users

New In-Product Guides in Vantagepoint

Use the new in-product guides in Vantagepoint to learn about the key features and enhancements in Vantagepoint. In-product guides bring features to your attention and provide you with resources on how to use the features for your firm's projects and operations. An in-product guide is a pop-up window that typically contains descriptions, videos, and links to more learning resources. You view in-product guides when they automatically open from various pages in Vantagepoint that contain the features. Many in-product guides will be available only for a limited period based on when a feature is released, while other guides display the first time you use a feature.

Two in-product guides have been added to Vantagepoint version 5.5:

• An in-product guide has been added to project plans to help you learn the ways to add schedule dependencies to your plans. This guide is available if you own Resource Planning.

• An in-product guide has been added to report options, to describe changes to the options layout.

Session Timeout Feature in Vantagepoint Mobile

When you reach the mobile session inactivity limit in your Deltek Vantagepoint Mobile application, you are redirected to the Session Expired screen to re-enter your security PIN or fingerprint/face ID. You can continue working on the same screen with the unsaved changes that you specified before the session timeout occurred. However, if you incorrectly enter your fingerprint/face ID multiple times or incorrectly enter your security PIN three (3) times, you are logged out of the application and redirected to the database Login screen. For iOS device users (with fingerprint authentication) and Android users, the domain Login screen displays first; iOS device users (with face ID authentication) are redirected to the database Login screen.

If you use Windows authentication to log in to your mobile application, you are redirected to the Microsoft login page to re-enter your password after you re-enter your security PIN. If your account has been configured to use Two-Factor authentication (2FA), you need to enter the verification code from your 2FA authenticator application after you re-enter your security PIN or fingerprint/face ID.

Upgrade Touch Server to PHP 8.1.8

The Touch Server for this version of the Vantagepoint mobile application has been upgraded to support PHP 8.1.8.

New Navigation Menu Interface for the Mobile CRM

The navigation menu for the user interface in the Deltek Vantagepoint Mobile CRM application has been updated. Graphical icons replaced the old menu links for a better user experience.

New Navigation Menu Interface in Mobile T&E 

The navigation menu for the user interface in the Deltek Vantagepoint Mobile Time & Expense application has been updated. Graphical icons replaced the old menu links for a better user experience.

Updated Revision Auditing in Mobile T&E

Some details in the revision auditing process of the Deltek Vantagepoint Mobile Time & Expense application were updated. (These changes are related to the Deltek Vantagepoint revision auditing updates).

The following auditing now applies:

• Start and End times are audited when you set Start/End Times to Day in Deltek Vantagepoint Settings.

• In Timesheet, you cannot edit user-defined fields (UDFs) after revision auditing has started.

• Timesheet comments are audited in all configuration scenarios, including when you do not enable Start/End Times, or when you use the Start/End Time Entry option in Vantagepoint Settings to specify that Start/End Times are enabled by day or by project.

• The revision auditing comments for Start/End Times that are configured by project are displayed in date/time format and not in a timestamp format.

• Meal break times and breaks taken for Start/End Times by day or by project are audited.

Improved Date Navigation on the Edit Line Screen

On the Edit Line screen in Timesheet Hours, you can now navigate to or tap a different day on an existing timesheet line by using the new date carousel. By reducing the number of taps needed to enter time on multiple days, the date carousel saves you time.

If you attempt to save while there are blank required fields for an updated timesheet line on the Timesheet Hours screen, a Notifications screen displays error messages. When you tap an error message, you are redirected to the specific date of the timesheet line on the Edit Line screen. (Error messages are also displayed below the date carousel on the Edit Line screen.)

Improve Timesheet Line and Unit Navigation in Mobile T&E

You can now navigate to a different timesheet line and unit using the List icon beside the project header on the Add Line and Edit Line screens in Timesheet Hours and on the Add Unit and Edit Unit screens in Timesheet Units.

When you tap , you are redirected to the Project Selection screen, which contains a list of existing timesheet lines or units for the timesheet period. If the project that you need has not yet been added to this timesheet, you can add a new line by tapping at the bottom of the screen. The project of the selected timesheet line or unit is displayed on the project header, on the same date that was set before you tapped .

The List icon is only available if there are multiple timesheet lines or units in the timesheet period.

 

 

Add New Timesheet Lines and Timesheet Units on Edit Screens

On the Edit Line screen (under Timesheet Hours) and on the Edit Units screen (under Timesheet Units), you can now add a timesheet line using the new Done and Add New Line button. You save time when you use this button instead of returning to the main Timesheet Hours screen or Timesheet Units screen to create a new timesheet line or unit.

Improved Date Navigation on the Edit Units Screen

On the Edit Units screen in Timesheet Units, you can now navigate to or tap a different day on an existing timesheet unit using the new date carousel. By reducing the number of taps needed to enter units on multiple days, the date carousel saves you time.

When you move to another day while editing a timesheet unit, tap Done, and then return to the main Timesheet Units screen, the original date of the edited timesheet unit is still displayed.

Improved Date Navigation on the Add Project Screen

On the Add Project screen, when you create a new timesheet line or unit and add a new project, you can now navigate to or tap a different day on an existing timesheet line by using the new date carousel. By reducing the number of taps needed to enter time on multiple days, the date carousel saves you time. However, if you swipe the date carousel on the Add Project screen to another day, you are redirected to the Edit Line screen or the Edit Unit screen.

Navigation Menu Favorites

You can now designate frequently used applications as favorites in the Navigation menu. To indicate a favorite, click the star icon next to a menu item. After you designate one or more favorite applications and again access the Navigation menu, your favorites display in a separate menu for quick access.

You can also use the Find Application feature on the Navigation Menu to search for and locate some of the Vantagepoint applications and their sub menus. If a sub menu does not display in the search results, you can still navigate directly to it from the Navigation menu.

Labor Planning Videos Available in Online Help

The following new labor planning videos have been added to the Vantagepoint online help:

Video	Description
Employee Card in Planning	The employee card contains statistics about the employee in an easy to access format. This video introduces the employee card in the project plan.
Soft and Hard Book Labor Assignments	To help manage resource time and workloads, you can set tentatively scheduled labor resource assignments as soft booked and confirmed assignments as hard booked. This video demonstrates how to use this feature.
Capacity Calculation Setting	Administrators use the Capacity Calculation setting to define how planned resources will be included or excluded from the scheduled and utilized calculations in Resource Planning. This video demonstrates how to use this setting.
Planning Data Export	This video demonstrates how to export labor, expenses, and consultant assignments to a comma-separated values (.csv) file.
Contract Tab in Project Planning	This video introduces the Contract tab. The data for this tab originates in contract management. The tab is read only except for notes, and it supports column selection, including newly added notes, project manager, and organization columns.
Generic Resources	You can use generic resources as placeholders. This video demonstrates how to use these generic resources for planning purposes.
Labor Code Planning	This video demonstrates how to add and delete labor codes and how labor codes are treated when there are changes to the work breakdown structure.
Planning Expenses and Consultants	This video demonstrates planning expenses and consultants in Vantagepoint.
Planning Information in Projects	This video demonstrates the summary planning information found in the Projects summary pane of the Projects hub.

You can access these videos from the online help:

• In the "Videos for Project and Resource Managers" topic.

• From the Learning Aids menu, when you click ? on the application form in the Vantagepoint application for which the video applies. For example, the Employee Card in Planning video is listed on the Learning Aids menu when you click ? on the Plan form in Hubs » Projects » Plan.

• From the application overview topic for the application for which the video applies.

Create Dependency Relationships Using the Gantt Chart

If you have the Resource Planning module, you can now create dependency relationships between work breakdown structure (WBS) elements on a project plan and ultimately build your project's critical path. Establishing dependencies and a critical path on a project plan empowers a project manager to quickly understand and adjust for project schedule changes and risks. Schedule updates are also streamlined so that when dates change on one level, all of the dependent levels are automatically updated, not just the parent/child relationship.

Use the Schedule tab of Project Planning to set up dependencies between WBS elements. This tab provides an interactive Gantt chart that displays a timeline for each level of your project plan's WBS. The Gantt chart provides a quick way to see, and work with, the project schedule, WBS elements, relationships between the elements, and the critical path.

You can create many dependency relationships for a single project. Each dependency relationship is based on two selected elements--one is considered the predecessor and the other is the successor. There are several ways to create dependent relationships between WBS elements. When you create a dependency, a yellow connector line from the predecessor to the successor displays on the Gantt chart. If you change the dates for a predecessor, all successor dates change accordingly. All updates to project plans honor the dependency relationships that have been established, no matter where the updates are initiated.

 

For more information, see Create Dependency Relationships.

View Schedule Dependency Information in Project Planning Reports

On the Project Planning Performance and Project Planning Schedule reports, you can now view information about dependency relationships between WBS elements (projects, phases, tasks, and associated labor codes). To do this, enable the Gantt Chart check box on the Options tab and select the Predecessor, Relationship, and Lag/Lead check boxes. If more than one dependency relationship exists for a WBS element or labor code, a new report row is added for each additional relationship.

Dependency Relationships and Key Conversion Operations

When possible, key conversion operations now honor any dependency relationships established on a project plan. Affected key conversion operations include combining, changing, or disabling projects, phases, tasks, or labor codes. For combination operations, any schedule dependencies on the existing record, as well as any dependencies on associated records under that level, are removed when you click Run or Schedule to combine phases.

Opened and Days Opened Fields

On the Project Summary Pane, the Opened and Days Opened fields now display at all times regardless of the project’s stage.

Proposals Tab of the Projects Hub

The Proposals tab of the Projects form includes two options that give you flexibility when entering proposal information for the currently selected project:

• + Add Properties and Create New Proposal: Select this option to use the New Proposal dialog box to enter the proposal's general information, including the name, number, and due date. The current project defaults in the Project field. Click Continue to open the proposal in the Proposals application, where you can build the remainder of the proposal.

• + Add Properties: Select this option to add new proposal information to the current project without creating a custom proposal. In a new row in the grid, you can then add general details about the proposal. The Proposal Type option defaults to External, to indicate that the proposal was created outside Vantagepoint.

Proposal Firms Label Change

References to DUNS Number in the SF330 and associated fields have been updated to reflect the Unique Entity Identifier label used in the form.

Purchasing in the Browser Application

New Name for the Option to Enable Purchasing Applications in the Browser Application

On the Modules form in Settings » General » Modules, the Enable Purchase Orders in the Web Application option was renamed to Enable Selected Purchasing Applications in the Web Application, which better reflects the actual function of the option.

For more information, see the Contents of the Modules Form help topic.

 

Enabling Purchasing Applications in the Browser Application

When you select the Enable Selected Purchasing Applications in the Web Application check box in Settings » General » Modules, you can access the following Purchasing applications in the Navigation pane of the browser application:

• Purchasing » Purchase Requisitions: Formerly located in the desktop application, new to the browser application in 5.5.

• Purchasing » Purchase Orders: Moved to the browser application in 4.5.

• Purchasing » Items: Formerly known as the Items Master application and located in Settings » Purchasing & Inventory » Items Master in the desktop application; moved to the browser application in 4.5.

The following Purchasing applications are available in the Navigation menu of the desktop application:

• Purchasing » Request for Price Quote

• Purchasing » Receiving

• Purchasing » Purchase Template Editor

• Purchasing » Item Review

 

Key User Interface Improvements for Purchase Requisitions

The Purchase Requisitions form features a redesigned user interface that incorporates the design elements used in the browser application, for a more unified look and feel.

• On the General tab, specify record details and add line items that make up the purchase requisition record. When you select the Need Price Quote check box for specific line items, the Suggested Vendors grid is displayed.

• In the Suggested Vendors grid, you can enter price quotes and responses from vendors that can supply the specified line item. Use this information to determine the vendor who best meets specifications for the requested item or service.

• On the Shipping, Comments, and Default Distribution tabs, enter shipping information, supplemental information, and project cost distributions for the purchase requisition record.

• On the Default Vendors tab, select the Need Price Quote check box to show the Default vendors grid, where you can enter vendors that you frequently use. Each vendor that you select is automatically added to the Suggested Vendors grid on the General tab when you add line items.

• After you add default vendors and click View Item (in the row options), the Vendors dialog box is displayed and the Vendors Items grid includes all line items associated with the selected vendor.

• On the Actions bar, click Print and then select options for printing the Current Purchase Requisition or the Current Status Report for the current record. You can also select Current Request for Price Quote to print the request for price quote records from vendors that are listed in the Suggested Vendors grid. For additional Purchase Requisition reporting options, click Other Actions » Reporting.

 

Common User Interface Improvements for Purchasing Applications

• If you use an approval workflow, you can now use the Approvals Timeline on the form’s header to see a visual representation of the workflow.
  
  Starting in 5.5, you can show or hide the Approvals Timeline when you click the Expand / Collapse buttons at the right of the form’s header. (Previously, you clicked Other Actions » Show/Hide Approvals Timeline on the Actions bar of the form.)

• When you work on grids in Purchasing, you can now save multiple grid configurations that display the most relevant information for your purchasing tasks. You can share saved grid configurations with other users or specific security roles, to make sure that you are looking at the same information. You can save grid configurations for List View grids, line item grids, and vendor grids.

• All references to Unit of Measure have been updated to UOM (from U/M).

• In the List View of Purchasing applications, users with buyer rights can now use the Actions bar to close multiple purchasing records. To do this, select one or more approved records and click Actions » Close.

• You can now launch Purchasing reports from the Actions bar of the Purchasing forms. Click Other Actions » Reporting to launch the Reporting application as a dialog box, which automatically displays a filtered list of all Purchasing reports. Alternatively, launch the Reporting application in My Stuff » Reporting and then, on the Reports tab of the Reporting form, set the Type option to Purchasing to find the same set of filtered reports.

• If a grid in another Vantagepoint application contains a hyperlink to a purchasing record, Vantagepoint now opens the record on a new tab when you click the link. In addition, when you select a purchasing action item in the Notification Center, Vantagepoint opens the record in the browser application.

 

Approval of Purchasing Records 

When you select the Enable Selected Purchasing Applications in the Web Application check box in Settings » General » Modules, Purchasing applications are displayed as approval record types in the Approval Center drop-down menu in the browser application.

You can now select the following record types on the Approval Center form:

• Purchase Orders

• Purchase Order - Change Orders

• Purchase Order - Releases

• Purchase Requisitions, moved to the browser application in 5.5

For more information, see Process for Purchasing Applications in the online help.

 

All Purchasing Reports Now Available in the Browser Application

You can now work with a complete set of purchasing reports in the browser application. All purchasing reports in the browser application provide the same behavior, functionality, and output options as those in the desktop application. 

Depending on your selections for the Enable Selected Purchasing Applications in the Web Application option in Settings » General » Modules, you can access some or all of the following reports in My Stuff » Reporting in the browser application:

• Request for Price Quote Status

• Request for Price Quote Form

• Purchase Requisition Status

• Purchase Requisition Form

• Purchase Requisition and Price Quote

• Purchase Order Status

• Purchase Order Form (migrated in 4.5)

• Purchase Order Detail

• Purchase Order Cost Distribution Detail

• Item by Vendor

• Blanket Purchase Orders

• Open Purchase Orders

• Vouchered Purchase Order Items

• Received Purchase Order Items 

For more information, see the Purchasing Reports Overview help topic.

Emailing Resource Planning Reports

When emailing Resource Planning reports, you can now email the report to project roles rather than having to select individual employees. Resource Planning reports are sent only to the selected role on the WBS1 project level (not lower levels of the WBS). If the selected role has reports for multiple projects in a single run, the reports are all included in a single email message, rather than a separate email message for each project. If no one is assigned to the selected role, no email message is sent.

Record Selection for Reports and New Printing Options

Vantagepoint stores your session data when you work in the Reporting application. Now, when you log in to a new session, Vantagepoint remembers the Report tab of the Reporting form or dialog box that you most recently used in the previous session.

On the Actions bar or Other Actions bar, the Print Report action as been replaced with a new Print action. Use this new action to display a Print Options menu for both List and Detail Views on most Hub forms and on some application forms. Select one of three options for record selections when you print these reports: Current Record, Current Selected Records, or Select Records to Print.  

For more information, see the Select a Print Option to Print Records for a Report help topic.  

Improved Readability and Page Layout of the Individual Report Form Options

The page layout for individual reports has been enhanced, to improve readability. The improvements include the following changes:

• The message "This report has unsaved changes" is now displayed below the report name to indicate that you need to save your edits before continuing.

• An expandable header field section is now displayed above the report tabs. Toggle the Show/Hide icons to expand or collapse this section. Fields in this section include the Records/Saved Search field and the Create Activity check box.

 For more information, see the Contents of the Individual Report Form help topic.

Update for Standard Numeric and Standard Currency Fields

In Screen Designer, the Required field was removed from the Field Properties pane for standard fields with a field types of numeric and currency. As an alternative, you can now use the new Min Value and Max Value fields on the Field Settings dialog box for standard fields with the numeric or currency field type.

For example, to make a standard numeric field a required field, enter 1 in the Min Value field on the Field Settings dialog box. Subsequently, all users must enter a value of 1 or higher for that standard numeric field. You can also specify an upper limit for a standard numeric field. To do so, enter in the Max Value field a value that is greater than the one you specified for the minimum value.

Search Dialog Box Improvements

The Select Search drop-down list on the Search dialog box now includes the following search components to help you locate and filter hub or application records more efficiently:

• Standard searches (such as Active, All, and My Active) now display along with your existing personal, shared, SQL Where Clause, and legacy searches. Standard searches are predefined, non-editable searches that are specific to the hub or application in which you are working.

• At the top of the list, use the Quick Find field to enter information that matches a saved search.

• At the bottom of the list, use the + New Search option to refine your search criteria or to build a new search.

New Options to Print Timesheet Reports from Floor Check

If you have Group, Company, or System access to My Stuff » Timesheet and you are responsible for reviewing employee time entries, you can now print detailed or summarized timesheet reports for one or more employees on the Floor Check dialog box.

Previously, you only had the option to print timesheet reports for individual records that you displayed on the Timesheets form or that you set to print automatically when submitted. On the Floor Check dialog box, use the new Print Detailed Timesheet and Print Summarized Timesheet options to print timesheet reports for multiple employees at the same time.

In addition, the grid filter option on the Floor Check dialog box now supports drop-down lists. Use this enhanced filter to search for and select records that you want to include in the detailed or summarized timesheet reports.

Save and Cancel Buttons

To enable you to display actions while you are editing a record, the Save and Cancel buttons in many Vantagepoint applications have been moved from the form header to the title bar. There are no functional impacts other than the location and color of these buttons.

Affected applications include:

• Activation

• Billing

• Calendar

• Expenses

• Firms

• Organizations

• Planning

• Reporting

Defect 1673135: This issue applies if you use approvals for billing invoices and you have the Reporting Realization by Employee feature enabled. When invoices with labor items were submitted in Batch Billing and then accepted in Interactive Billing, the Employee Realization Allocation dialog box did not display as it should have when you accepted the invoices in Interactive Billing.

Defect 1606455: On the Payments grid of the Payment Review form, you did the following:

1. In the search criteria panel, you defined the Transaction Type as Payroll Payments.

2. In the search results displayed in the Payments grid, you clicked an employee name in the Payee field.

The payment remittance advice displayed, but all the employees included in the same payroll payment run were indicated in the advice. 

Defect 1645810: The Update % action in Consultant Accruals and Revenue Generation under the Accounting menu and in Project Review in the Projects hub did not save the changes that you made to the percent complete on the Cost Summary - Update Percent Complete dialog box or the Billing Smmary - Update Percent Complete dialog box. This issue occurred after you changed the percent complete, you clicked on any white space or selected another project on the dialog boxes, and you then clicked OK.

Defect 1697710: This issue occurred when you added two addresses for a firm and then made the second address the Primary one. When you saved the record, the changes did not commit and the first address remained as the Primary address.

Defect 1633735: When your user role has access rights to Contract Management but you do not have rights to all the application tabs, you received the following error messages when you created a new project record:

• Field TotalFunc has been secured for your role, Please check permissions. Unexpected results may occur if you continue.

• Field ReimbAllowFunctionalCurrency has been secured for your role. Please check permissions. Unexpected results may occur of you continue.

Defect 1376861: On the Add Field dialog box in Screen Designer, you were unable to enter a caption for a user-defined field if the same caption was already used in an existing field. This issue occurred even when both fields had different database column names.

Defect 1688918: This issue occurred when you created a tool tip for a grid in the Activity tab by entering text in the Tooltip field in the Field Properties pane. When you navigated to the Activity tab in any of the hubs, two symbols displayed next to the grid.