Expose Additional User-related API Endpoints

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

Update the GET PSA General Ledger Data API Endpoint

The GET PSA General Ledger Data API endpoint has been updated to expose the following fields:

• The Batch field, for all transaction types

• The InvoiceNumber and InvoiceDate fields, for AP Voucher (AP) and AP Payment (PP) transaction types

• The InvoiceNumber, InvoiceDate, and DueDate fields, for Invoice (IN) and Cash Receipt (CR) transaction types

Customize Connect Context Pane

You can now customize contact, firm, and project records in the contextual pane in Connect for Outlook and Connect for Gmail. You can select which fields (including user defined fields) are included for each record type in the pane and whether the fields are read-only or required. Screen Designer settings for locked and required fields are automatically applied to the records in the pane; the customizing options that you specify are applied on top of the Screen Designer settings, to provide additional control for any records created in, or edited in, Connect.

New Columns for the Employee Dashpart Base

In addition to user-defined fields from the Employees hub, the following columns are now available as columns for the employee dashpart base:

• City

• Country

• Disable Timesheet Revision Auditing 

• Firm indicator

• Firm Name 

• Firm Number

• Hire Date

• Location 

• Raise Date 

• Row Count

• Social Security Number

• Tax Reg. # 

• Termination Date 

• State 

• Zip Code 

Role Based Security for Dashpart Bases and its Columns

You can now apply role based security settings for dashpart bases and for columns of the employee dashpart base. You configure this new security setting on the Access Rights tab of the Roles form (Settings » Security » Roles). 

You can configure access rights for dashpart bases by role:

• You can identify which dashparts display in a dashboard by dashpart base. When you display a dashboard that contain dashparts restricted by the dashpart base security setting, the contents of those restricted dashparts are replaced with an access restriction message. 

• You can, when using edit mode on the Dashboards form, still create dashparts that are restricted to you and you can see the restricted dashparts in the Dashpart Library, but you are unable to view those restricted dashparts on a dashboard.

You can configure access to specific columns in the employee dashpart base by role:

• You can identify the specific columns that are available for a role, to restrict which columns display in the dashpart when members of that role display a dashboard. If all columns are restricted for the dashpart, the contents of the dashpart are replaced with an access restriction message.

With the update to Vantagepoint 6.0, roles that don't have Save for All Roles setup in Dashboards and Dashparts field, in the overview tab of the Roles form, still do not have access to the employee dashpart base. An administrator needs to assign employee dashpart base and column access for these roles before the dashparts with the employee dashpart base can display on a dashboard.

If the columns in a dashpart are dependent on, or linked with, a restricted column, then the dashpart content is also replaced with an access restriction message. Column dependency is a factor when a restricted column is used for any of the following:

• Grouping

• Sorting

• Filtering (with the exception of hidden columns)

• Table dashparts with conditional formatting

You can also restrict which columns are available while you are creating and modifying dashparts in the edit mode of the Dashboards form.

Find Dashparts in the Dashparts Library

Use the new Quick Find field at the top of the Dashpart Library pane to find available dashparts more efficiently. When you enter a criterion in the Quick Find field, the Available Dashparts list updates with dashparts that match your entry, use dashpart titles as the basis for finding matches. (If you have the appropriate access rights, you can access the Dashparts Library while working in edit mode on the Dashboard form.)

Memo Dashparts

You can now post notes, reminders, warnings, announcements, URL link, or images on a dashboard by using the new memo dashpart. Create a dashpart with the new memo dashpart base and then enter the content for the memo dashpart in the Memo field of the Dashpart Designer. You can use the rich text editor to format your note. After you save a new memo dashpart, add the memo dashpart to your dashboard to display it.

Updated AR Comment Column for AR Detail Dashpart Base

The AR Comment column was updated so that AR comments are displayed at the Invoice grouping level.

Previously, AR comments and the option to add a comment were displayed with the transaction lines under the Invoice grouping. With this update, you can now see the AR comments without expanding the Invoice grouping. If there are no AR comments for the Invoice, you can add an AR comment from the Invoice group level.

Drill To Indicator in the Dashpart Library

In the Used Dashpart section of the Dashpart Library, the icon now displays to the right of the dashpart name when the dashpart is associated to another dashpart as a drill to.

New Columns for the Project Dashpart Base

The following columns are now available for the project dashpart base:

• Weighted Percent Complete Total Compensation

• Committed Purchase Order Expense Billing

• Committed Purchase Order Expense Cost

To access the Committed Purchase Order Expense Billing and Committed Purchase Order Expense Cost columns, you must enable the Purchasing module.

You set the default presentation currency for these columns with the Use Billing (Not Project) Currency for Reporting option in Settings » Accounting » Labor Options, but you can change the presentation currency in Dashpart Designer.

Update to Selecting a Filter by Organization

When you create or modify a dashpart with the Account or Account Detail dashpart bases in the Dashpart Designer, you can apply a filter to an applicable column by organization. When you display the lookup for the organization from the Filter dialog box, you can now select the parent level organization. This enables you to select all organizations in a parent organization level simultaneously, instead of selecting sub-organizations one at a time.

New Predefined Dashparts

The following new, predefined dashparts are available for dashboards if the Accounting module or the PSA module is enabled:

• Top 10 Clients - Receivables: Use this dashpart to display billing clients with invoices that have not been fully paid.

• Top 10 AR by Billing Client with Drill To: Use this chart dashpart to display the top 10 billing clients with invoices that are not yet fully paid. Click an AR amount to display a drill to dialog box that provides more information about the record.

The following new, predefined dashparts are available if the CRM module is enabled:

• Weighted and Estimated Fee by Stage with Drill To: Use this chart dashpart to display the weighted and estimated fees for projects that you are actively pursuing, grouped by stage. Click a fee value to display a drill to dialog box that provides more information about the record.

• Pursuits by Probability with Drill To: Use this chart dashpart to view the weighted and estimated fees of in pursuit projects, by probability.

 

Updated Predefined Dashboards

The following predefined dashboards were updated to display the Employee Utilization This Year predefined dashpart instead of the Utilization predefined dashpart:

• Accounting

• Principal

This update does not apply for existing databases. If you are using these predefined dashboards on an existing database, the Utilization predefined dashpart is not replaced by the Employee Utilization This Year predefined dashpart.

Custom Multipliers for Calculated Fields

You can now configure the Multiplier field while working with a percentage data type on the Calculated Fields dialog box of the Dashpart Designer.

Help » About

The System Info tab on the Vantagepoint Help About dialog now includes a Read-Only-Replica Database Server field that lists the Read-Only-Replica server, if one is identified in the Weblink utility.

View Supporting Documents from the Draft Invoice Approvals Form

You can now view supporting documents from the Draft Invoice Approvals form, if you have the appropriate role security access rights. To display the Supporting Document dialog box from the Draft Invoice Approvals form and print all supporting documents to a single file, click Other Actions » View Supporting Documents.

To activate the feature, navigate to Settings » Security » Roles, click the Accounting tab, and in the Billing Security: Interactive Billing and Invoice Approvals section select the Allow Changes to Support Documents checkbox.

Employee Picture Icons: Show Users Editing Records or Initiate a Microsoft Teams Chat

When you open a record in Vantagepoint, you can view the employee picture icons to quickly assess who is editing or view a record.

• Picture with Orange Outline: When another employee is currently editing a record, that employee's picture displays with an orange circle around the icon. The person actively editing the record always displays as the first picture.

• Picture with Blue Outline: When other employees are viewing the record, their pictures display with a blue outline.

You can also click an employee picture icon to open an info bubble that contains additional information about that employee.

• Email: Click the employee's email address to send an email message directly from the form. Vantagepoint opens your email application.

• Microsoft Teams Chat: Click this option to initiate a one-on-one chat from Vantagepoint to another employee on your team. This option displays if you select the Enable Microsoft Teams Chats from Deltek Vantagepoint option in Settings » General » Communications.

As edits are made and saved to a record, color-coded status messages display at the top of the form to alert all employees of the changes to the record. These updates display if you select the Enable Real-Time Notifications and Interactions option in Settings » General » Options.

New In-Product Guides

Vantagepoint 6.0 includes new in-product guides that help you learn more about the application. In-product guides open automatically from various pages in Vantagepoint that contain the features described.

This release includes in-product guides for the following areas:

• What's New in 6.0: Introduces new features in this release.

• Resource Management Reporting: Illustrates changes to the Resource Management screen.

• Invoice History Columns: Explains how to add new columns to the Invoice History tab of Interactive Billing. When you open the Invoice History tab, a pop-up window points to the gear icon on the Invoice grid toolbar and lets you know that you can click this icon to add columns to the grid that displays invoice amounts and other details for posted invoices.

• IQ Integration: Explains how to take advantage of the latest IQ integration

• Undock Project Structure: Shows you how to move the project structure dialog box so that it is always visible in project-related applications. The first time that you open a project application that has the Project Structure dialog box, a blue hotspot displays on the Project Structure dialog icon. When you click the blue hotspot, a message explains that you can click and drag the Project Structure dialog box so that it remains open while you navigate the project structure. The project structure also remains open when you navigate to certain other project areas in the Projects hub.

Changing the Period Start/End Dates on a Submitted Draft Invoice No Longer Requires You to Resubmit

This enhancement applies for projects that use an approval process for billing invoices.

In previous versions of Vantagepoint, if you submitted or approved a draft invoice and then changed the period start or end dates in the Invoice Presentation Dates section on the Billing Session Options dialog box in Interactive Billing, you had to resubmit the draft invoice for approval. This step was required even though the period start and end dates do not affect the transactions included on the invoice.

Now, after you submit or approve a draft invoice and you change the period start or end dates, you can choose whether or not to resubmit the invoice. To do this you must change the period start and end dates on the Billing Session Options dialog box in Interactive Billing, without changing the transaction bill-through dates at the same time. When you click OK on the Billing Session Options dialog box to save the changes to the period start or end dates, you can choose either Resubmit or Save on the Resubmit dialog box. The new Save button enables you to update the period start and end dates without having to submit the draft invoice for approval again. 

If you change the period start and end dates and the transaction bill-through dates at the same time, you are required to resubmit the draft invoice for approval again.

For more information, see the following help topics:

• Contents of the Billing Session Options Dialog Box (see the Period Start/End Date description) 

• Change the Period Start and End Dates for Submitted or Approved Invoices

New Warning Message When You Void Invoices

If you have applied payments to an invoice, you now receive an error message when you void that invoice from the Invoice History tab of the Interactive Billing form. This gives you the opportunity to review any applied payments for the invoice before you void it.

New Columns Available on the Invoice History tab

The following columns are now available on the Invoice History tab of the Interactive Billing form:

• Amount Due

• Amount Paid

• Applied Retainer

• Credit Memos

• Invoice Total

• Retainage

Use these columns to display more information about the invoice, including amounts and whether or not an invoice has been paid.

Invoice Template Editor in the Browser Application

The Invoice Template Editor is now available in the browser application. Use the Invoice Template Editor form to create and update invoice templates, which determine the format and content of your invoices.

Disable the Vantagepoint Mobile URL Deep Link Feature

To prevent security risks, the deep link feature of the Vantagepoint Mobile application URL has been disabled. When you open a Vantagepoint Mobile application URL, you are now redirected to the Deltek screen, from which you can download the latest mobile application and copy the application URL.

On the Server URL screen, the Vantagepoint Mobile application can also populate incomplete application URL details. For example, if you mistakenly enter a URL link that contains /app, or there are missing details at the end of the URL link, the mobile application autocompletes the link with either touch/time or touch/crm.

Hide Help Links in Vantagepoint Mobile Applications if the Language is not set to English (American or International)

To conform with the laws of countries outside the US regarding software documentation, help links in the Vantagepoint Mobile applications are hidden if the selected language is not English (American or International). The help links on the Server URL (Connection Help), Menu, and Settings screens are not available for other languages with document translation requirements.

Upgrade Touch Server to PHP 8.1.14

The Touch Server for this version of the Vantagepoint mobile application has been upgraded to support PHP 8.1.14.

Support Date/Time Fields in Mobile CRM

The Date/Time fields created in the Screen Designer of Deltek Vantagepoint are now available in Vantagepoint Mobile CRM, on the Misc/User-Defined (UDF) tab of all hubs. Tap the calendar icon to add a date, tap the clock icon to add a time, or use the keypad to enter the date and time directly in the fields. If one field is populated, you must enter details in both fields.

Support Phone UDFs in Mobile CRM

Phone user-defined fields (UDFs) created in the Screen Designer of Deltek Vantagepoint are now available in Vantagepoint Mobile CRM, on the Misc/User-Defined (UDF) tab of all the hubs. You can add or edit phone numbers in the new Phone UDF field or tap the phone number to start a call.

Display the Pre-Award Number Field in Mobile CRM 

The Pre-award Number field is now available in Mobile CRM. The Pre-award Number is the project number assigned at the time the project was originally created. If pre-award numbering is enabled and a pre-award number is assigned to the project, the Pre-award Number field is displayed under the Number field on the Details screen of Projects. (This read-only field is not available on the Add Project screen.) 

The Pre-Award Number field uses the field properties set in the Screen Designer of Deltek Vantagepoint. 

Support for User-Defined Fields in Activities of Mobile CRM 

The user-defined fields (UDFs) created for the Activities hub in the Screen Designer of Deltek Vantagepoint are now available in Mobile CRM, on the Misc/UDF tab of the Add Activity screen and the Edit Activity screen.  

Improved Add Projects function from the Contacts and Firms Hubs in Mobile CRM

When you add projects in the Contacts and Firms hubs, you now experience more consistent behavior and the process ensures proper business logic.

Start and End Time Fields for all Activity types in Mobile CRM

The Start Time and End Time fields are now available for all Activity types in Mobile CRM, whether or not you set a reminder for the selected Activity type.

Support Image Icon Configuration in Mobile CRM

To conform with the General Data Protection Regulation (GDPR) laws of EU countries, the Edit link on the image icon of Contacts, Firms, and Projects is hidden if the image icon was configured to be locked in the Screen Designer of Deltek Vantagepoint. If the image icon is locked, you cannot add a new photo or replace an existing photo in the record.

Viewing Benefit Hours in Mobile Time and Expense 

You can now view the summary of your benefit hours or absence accruals in Mobile Time and Expense. Tap and select the View Benefit Hours option to display the Benefit Hours screen. The Benefit Hours screen displays the summary of PTO/personal, Sick, Holiday, and any other type of benefit hours that you have accumulated for the year or used for the year.

The View Benefit Hours option is available on all Timesheet screen menus. 

Improved Date Navigation on the Start/End Times Screen

When you add or edit start and end times by day in Timesheet Hours, you can now use a date carousel on the Start/End Times screen to navigate to a different day, or to tap a different day. By reducing the number of taps needed to enter time on multiple days, the date carousel enables you to enter time more quickly.

Preferred Application View

The General tab of the My Preferences dialog box now includes a Preferred Application View option. Use this option to specify the preferred view that displays in all Vantagepoint applications that support both Detail View and List View. Select one of these settings:

• Always Open in Detail View

• Always Open in List View

• Always Open in View Last Used

Role-based User Education in the Application

Vantagepoint now displays targeted in-app information about feature enhancements, common tasks, and communications based on your selected role in the new My Education Interests field on the My Preferences dialog box.

By default, the following roles are selected: Time and Expense User, Project Manager, Finance, CRM, Executive, and System Administrator (if the role was granted administrator rights). To change the selection, click in the My Education Interests field, select or clear the checkbox next to a role, and click Save.

Support for Units in Project Planning

To make it possible to develop full plans for your projects, Vantagepoint now offers the ability to plan and manage units on the new Units tab in Project Planning (Hubs » Projects » Plan).

If you have the Resource Planning module, you enable the Unit Planning feature for a company in Settings » Resource Planning » Plan Settings.

Use the Units tab to assign units to the lowest-level work breakdown structure (WBS) elements in a branch of the project's plan and enter planned quantities for those unit assignments. As you enter unit quantities, Vantagepoint automatically updates the totals and other planned values for the individual unit assignment and for each WBS element above the assignment in the plan structure.

 

Enter Contract Amounts for Unit Planning

The Contract tab in Project Planning now enables you to identify which portion of a compensation amount is used for units in regular or promotional charge type projects, giving you a more specific breakdown of the amounts as you plan your project.

Run System Process Server Jobs without a User Account

The Vantagepoint process server is shipped with system jobs. These system jobs are not associated with a user account--you can run these jobs at any time. If you run system job without a user account, the Submitter field on the Queue Manager form displays as blank.

Ability to Initialize Data to PIM Multiple Times

You can now initialize records to PIM multiple times. You can also re-initialize the sync of all validated Info Center records from Vision to PIM (on the Schedule dialog box).

You can also reset an existing initialization process that might be stuck. To do this, press and hold the CTRL key and click Initialize. When you choose to proceed, you must enter a password, which you can obtain from Deltek Customer Support.

Planned Units in Project Review

Any amounts planned for units in the project are now included in the Key Performance Indicators grid at the bottom of the Project Review form.

 

Total Billed Field in Project Review

A new Total Billed field in the Revenue section of the grid indicates the total amount billed for the project.

New Pre-Award Project Numbering Feature

If you use a different numbering system for pre-award (in-pursuit) projects and awarded (won) projects, you can now set up Vantagepoint to allow a regular project’s number to be changed when the project is awarded. You turn on the Pre-Award Project Numbering feature with the new Update project number when approved for use in processing checkbox on the Numbering form in Settings » Workflow » Numbering.

With this feature turned on, if your security role is an accounting type role, you are prompted to change a project’s number on the new Assign New Project Number dialog box that displays when you select the Approved for Use in Processing checkbox for a project on the Accounting tab of the Projects form in the Projects hub. To use this feature, you must own CRM, or Resource Planning and Accounting, or PSA.

This checkbox is the trigger for the number change because typically when a project is awarded, someone from the Accounting department does both of the following:

• Changes the project number.

• Selects the Approved for Use in Processing checkbox to make the project available for processing in accounting transactions throughout Vantagepoint.

Also, when you change a project’s stage to Won (in the Stage field on the Summary pane in the Projects hub), the Approved for Use in Processing checkbox is automatically selected for the project if you are an accounting user. The Assign New Project Number dialog box displays automatically.

If other users are working with a project record in the Projects hub or in other applications in the Projects hub (such as Contract Management) when the project’s number is being changed, those users will not be able to save any changes they made to the project. They must reload the project and re-enter any changes that were previously made and lost. For this reason, it is best to change a project’s number after work hours or when other users are not editing the project record.

After you assign and save the new project number, you see the original pre-award number displayed in the new Pre-Award Number field in the Pursuit Details section of the Summary pane. The new awarded number displays in the Project Number field in the Summary pane.

See the following help topics for more information about this new feature:

• Using Different Numbering Systems for Pre-Award and Awarded Projects

• Setting Up Different Auto Numbering Systems for Pre-Award and Awarded Projects

• Assign New Project Number Dialog Box

• Change a Project’s Number Immediately When the Project Is Awarded

• Schedule a Project Number Change for an Awarded Project

Purchasing Applications Now in the Browser Application

You can now access these purchasing applications in the browser application:

• Purchasing » Purchase Requisitions: Moved 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.

• Purchasing » Item Review: New to the browser application in 6.0; currently still available in the desktop application.

• Purchasing » Receiving: New to the browser application in 6.0; formerly located in the desktop application.

 

Option to Enable Purchasing Applications in the Browser Application Has Been Removed

Since most purchasing applications are now available in the browser application, the Enable Purchase Orders in the Web Application option has been removed from the Modules form in Settings » General » Modules.

 

All Purchasing Reports Now in the Browser Application

You can now work with the complete set of purchasing reports in the browser application, in My Stuff » Reporting:

• 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

• 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

 

Improved Loading Speed for List View

Performance enhancements have been made to improve the loading speed for the List View in the Purchase Orders and Purchase Requisitions applications.

 

User Interface Improvements for the Receiving Application

Starting in 6.0, you can access the Receiving application in the browser application, in Purchasing » Receiving.

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

• The header of the Receiving form includes common search functions like those found in the hubs in the browser application. The header also shows the item’s name, as specified in the Items application in Purchasing » Items.

• On the Actions bar of the Receiving form, click Actions » Reporting to launch the Reporting application in a dialog box, which is automatically filtered to display all the Purchasing reports.

• In the Receipts grid, you can do the following:

  • Click + Add New Receipt and enter receipt information in the relevant fields.

  • Hover over the Note field to access a tooltip that displays all the information entered in the field.

  • Attach the image of the actual receipt or other supporting documents in the Document field.

  • In the grid row options, click Print to launch the Purchase Order Receivings report in a separate window.

• In the Line Items grid, you can do the following:

  • Receive a specific line item, or all line items that are associated with a receipt, by using the Receive and Receive All buttons on the grid toolbar.

  • Enter data for a new receipt or review existing receipts for a specific line item; in the grid row options, click Summary to launch the Summary dialog box.

  • View or modify line item information; in the grid row options, click View PO Line to launch the Purchase Order Line Detail dialog box.

 

User Interface Improvements for the Item Review Application

Starting in 6.0, you can access the Item Review application in the browser application, in Purchasing » Item Review.

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

• The header of the Item Review form includes common search functions, like those found in the hubs in the browser application. The header also shows the item name, as specified in the Items application in Purchasing » Items.

• In the Purchase Requisitions on File grid, you can review all purchase requisition records that have been filed for an item. To open a purchase requisition record from the grid, click the hyperlink for the appropriate grid row entry.

• In the Purchase Orders on File grid, you can review all purchase order records that have been filed for an item. To open a purchase order record from the grid, click the hyperlink for the appropriate grid row entry.

You can still access the full Item Review application in the desktop application, in Purchasing » Item Review.

New Employee Search Dialog Box Replaces Employee Lookup in Settings » Rate Tables 

The standard Employees Lookup has been replaced with a new Employee Search dialog box that provides both basic and advanced Search functions. Now, you can search for, filter, and select employee records from either the database or by specifying values that were defined by your enterprise. In addition, you can now use multiselect functionality to add multiple values, select the checkbox for each value, or select a range of values using SHIFT+click. 

For more information, see the Display the New Employee Dialog Box and Contents of the New Employee Search Dialog Box help topics.

SyncCustomReports Switch

When you install or upgrade to Vantagepoint 6.0, you can now use the SyncCustomReports switch to synchronize custom reports from the Vantagepoint (transaction) database with the custom reports in the Vantagepoint server database. The SyncCustomReports switch performs the same function as the Synchronize button on the Custom Reports tab in Utilities » Report Administration, in the desktop application.

For more information, see "SyncCustomReports Switch" in the Vantagepoint Installation and Maintenance Guide.

Workflow Report for Webhook Action

The webhook action in Settings » Workflow » Application Workflows now includes support for a workflow subreport. Click Print All Workflows or Print Workflow to generate the report.

New Actions Menu

The Resource Management Reporting application now includes an Actions menu where you can access commonly performed actions including: Save, Save As, Rename, and Delete.

Lock an Image

In Settings » General » Screen Designer, you can now lock an image to restrict employees from changing the image when it is associated with a record.

If an image is locked, employees cannot change the image in the following areas:

• On the Summary pane of the Employee hub

• On the Image tab of the My Preferences dialog box

In addition, if your organization uses Vantagepoint Mobile CRM, employees cannot change or delete the image on the Contacts screen.

Set the Number of Columns on a Tab

Use the new Display Columns field on the Tab Properties form in Settings » General » Screen Designer to set the number of columns that display on a tab. In Screen Designer, select a tab and then specify a value in the Display Columns field. By default, a tab displays 3 columns; you can display up to 5 columns.

If you want to reduce the number of columns displayed on a tab, you must first delete, move, or resize elements on the tab before you enter the new value.

Improved Layout of Search Dialog Box

The Search dialog box has been restyled to present information more clearly and to make it easier for you to build or edit both standard and advanced searches.

Layout and styling changes include these enhancements:

• At the top of the Search dialog box, a new, clearly defined grid header displays the Select Search drop-down list, a series of Actions, and the Advanced Settings toggle.

• The Show Preview toggle was removed.

• When you click the Check SQL button, Vantagepoint displays a SQL Where Clause status message. If the query that you specified is validated, a shaded message is displayed in the Vantagepoint toolbar. If the query is not validated, the error message is displayed in red at the top of the Search dialog box.

For more information, see the Contents of the New Search Dialog Box and Actions for Advanced Searches help topics.

Enhanced Search Navigation and Record Selection Pane

You can now use the Records Selection pane to quickly add multiple records, or all records, to an ad hoc Selection search. You can also navigate directly to a search or to a single record.

The search improvements include:

• Removal of the Multiselect toggle: Instead of using the Multiselect toggle to add multiple records to a Selection search, you can now select checkboxes for multiple records and then click Done to quickly create an ad hoc Selection search.

• New Select All button: Click the Select All button to include all records in the ad hoc Selection search. Vantagepoint then navigates directly to the Search Navigation Control for the ad hoc Selection search.

• Navigate Directly to a Record: Click any area to the right of a record's checkbox to quickly navigate to the record's form. The Saved Search Control displays the saved search that you used to navigate to the record, along with its record number, in the paging control.

For more information, see Search Vantagepoint Quick Reference and Search Navigation Controls.

View Employee's Current and Future Assignments in Timesheet, Expense Report, and Approval Center

If you own the Resource Planning and Time & Expense modules, you can now display employee assignment information when you open the employee card from the following areas:

• My Stuff » Timesheet

• My Stuff » Expense Report

• My Stuff » Approval Center

Use the Assignments tab on the Employee Card dialog box to review an employee's assignments that have estimate-to-complete (ETC) hours remaining. This is particularly useful when you want to quickly see the current and future assignments that an employee has for other projects, without needing to leave the application to navigate to the Resource View form. On the Assignments tab, you can define the forecast range and the type of values (such as planned hours, scheduled percentages, and utilization percentages) that you want to display in the calendar period columns.

New Transfer Setting Utility

Use the new Transfer Settings utility to transfer settings from one Vantagepoint database to another Vantagepoint database. For example, you can update and test settings in a Vantagepoint preview or sandbox database while employees continue to work in your Vantagepoint production database. Then when you are ready to make changes to the settings in the production database, you can easily transfer the settings from the preview or sandbox database to the production database.

The utility is located in Utilities » Imports & Exports » Transfer Settings.

Password Required to Enable the Transfer Settings Utility

You must contact Deltek Support Services to get a password to enable the Transfer Settings utility before you can use it. For more information, see Password for the Transfer Settings Utility.

Transfer Setting Process

You complete the following steps to transfer settings from one Vantagepoint database to another:

1. Open the database from which to transfer settings (source database). In the Transfer Settings utility, use the export option to generate a settings file that contains the settings to transfer.

2. Open the database that you want to transfer the settings to (target database). In the Transfer Settings utility, use the import option to transfer the settings in the settings file (from step 1) to the target database.

Settings You Can Transfer

The settings that you can transfer from one database to another are:

• Security Roles

• Security Users

• Screen Designer Field Layouts

• Screen Designer Field Security

• User Defined Components

• Dashboards

• Labels and Lists

• Saved Searches

• Saved Reports

• User Initiated Workflows

• Scheduled Workflows

• Approval Workflows

For detailed and important information about the settings you can transfer, see Contents of the Transfer Settings Form.

For more information about this new feature, see the Transfer Settings Utility help topic.

Defect 1571145: When you processed absence hours accruals, Vantagepoint did not consider the hire date of an employee, which resulted to an incorrect calculation. This issue occurred when the date in the Accrual Date field in the Absence Hours Accruals Processing form was earlier than the date in the Hire Date field in the employee record.

Defect 1878573: When you retrieved invoices using the GET Invoice Landing Page API endpoint, you received an incomplete response data. For a given API token session, the response data might only show invoice transactions for the most recent accounting period.

Defect 1679512: You were able to import and enter timesheet hours with three decimal places. This caused inconsistencies with the rounding of values when you viewed the details in the Hours field on the Labor tab.

Defect 1700713: When you added a unit on the Units tab of the Interactive Billing form and you started to enter a value in the Unit field, the suggestions that displayed in the field's drop-down list should have been limited to the units from the default unit table that was entered for the project in the Projects hub. Instead, the drop-down list incorrectly included suggestions from other unit tables with units that matched the value that you started to enter in in the Unit field.

Defect 1739223: On the Fees tab in Interactive Billing, you received the following error message: "The error "POST only supports insert. A_transType value of 'I' is required."

This issue occurred for the following scenarios:

Scenario 1

1. On the Fees tab in Billing Terms for a project:

1. You set the Fee Method option to Percent Complete by Phase, as Percent of Fee.

2. You selected the Allocate Billed Revenue on Fee Invoices Based on Category checkbox.

2. On the Fees tab in Interactive Billing, in the Fees grid, you edited the Fee to Date field.

Scenario 2

1. On the Fees tab in Billing Terms for a project:

1. You set the Fee Method option to Cumulative Unit or Fee, Overall Percent Complete, Percent Complete by Phase, as Fixed Amount, or Current Unit or Fee.

2. You selected or cleared the Allocate Billed Revenue on Fee Invoices Based on Category checkbox.

3. You selected the Scheduled Billing checkbox.

2. In Billing Session Options in Interactive Billing, you set the date in the Bill Scheduled Invoices Through field to be one month prior to the current date.

3. On the Fees tab in Interactive Billing, in the Fee Schedule grid, you changed the entry in the PCT COMPL field.

Defect 1761408: Interactive Billing took a long time to open if you had millions of rows of data in the Vantagepoint Project (PR) and ProjectCustomTabFields database tables.

Defect 1848122: In the Contacts hub, when you opened an existing contact or created a new one, selected a firm in the Firms field, and saved the contact record, you received the following error message: "You do not have rights to update this record." This issue occurred when your role had access to the Contacts hub but not to the Firms hub. You should have been able to associate a firm with a contact.

Defect 1761748: This issue occurred in the Projects grid of the Experience tab on the Employees form. When you added a regular or promotional project with the same name as an existing project, you received this error message: "This Employee already has the role Project Manager in Project."

Defect 1833430: When an employee who didn't have access to the Accounting tab made updates to an employee record, the Email Expense Remittance checkbox was cleared (deselected).

Defect 1841736: This issue occurred on the Overview tab of the Firms form when you manually entered a value in the Description field for a new address row. When you entered a value in the City or State/Province field in the same address row, Vantagepoint did not retain the description and changed it, according to the city or state.

Defect 1680500: This issue applies for projects with the following settings on the Fees tab in Billing Terms:

• The Fee Method field is set to Percent Complete by Phase, as Percent of Fee.

• The Fee Basis field is set to Percent of construction.

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

In the Fee Billing Phases grid on the Fees tab, when you entered any value in the Percent Complete field and you moved off the field, the value in the field was changed to a very large number and you received the following error message: "The value for Percent Complete cannot be greater than 999,999."

Defect 1724682: This issue applies if you have multiple companies in Vantagepoint. The wrong tax codes were used for billing invoices. This issue occurred when a project's billing terms were already set up, tax codes were assigned to the project, and then you changed the project's company. The tax codes entered for the original company were incorrectly used for the project and its invoices instead of the tax codes for the new company.

Now when you change the company for a project and save the change, you receive a warning dialog box that tells you this change will invalidate some tax codes that are assigned in Billing Terms. If you select Yes to proceed with the change, the invalid tax codes are automatically removed in Billing Terms. You must then enter the correct tax codes in Billing Terms that apply for the new company assigned to the project.

Defect 1810483: This issue applies if you have Enable Fee Entry by Billing Category set to Yes in Settings » Billing » Fees. In Billing Terms, an Unsaved Changes dialog box incorrectly displayed and said you would lose all unsaved changes. This occurred when you did the following on the Billing Terms Fees tab:

1. Set the Fee Method to Percent Complete by Phase, as Fixed Amount.

2. Selected the Allocate Billed Revenue on Fee Invoices Based on Category checkbox.

3. Clicked the Phase Grouping action for the Fee Billing Phases grid, and in the Billing Phase Grouping dialog box, completed the following:

1. Entered a phase group and its description.

2. Selected the following checkboxes: Printer Header, Printer Subtotal, and Add Space After.

3. Clicked Save.

4. In the Fee Billing Phases grid, added a billing phase using the phase group that you entered in the Billing Phase Grouping dialog box.

5. In the Billing Category grid, added a billing phase category record and entered an amount in the Billed to Date field, and clicked Save.

Defect 1511072: This issue occurred when you used the Screen Designer to change the Compensation column label for the Contract Management grid. If you subsequently tried to change the label back to the original label, you received this error message: “Column Caption: A column already exists with that caption.”

Defect 1718780: When project plans were migrated from Vision to Vantagepoint, the project plan name was displaying as "Project" and the name was not automatically set to be the same as the project name.

Defect 1763339: This issue occurred for users who ran pre-upgrade scripts to analyze their Vision plans for use in Vantagepoint. During the upgrade process, Vantagepoint rejected the scripts because auditing was not disabled.

Defect 1731830: This issue occurred when the Billing Client field on the Accounting tab of the Projects form was populated. If you changed the Primary Client field on the Overview tab, Vantagepoint incorrectly updated the Billing Client field instead of asking if you would like to change the billing client.

Defect 1821321: This issue occurred when, on the Project Review form, you drilled down on the amount of a reimbursable expense and clicked the option to view supporting documents. On the Supporting Documents dialog box, the Invoice Date field was displayed instead of the Voucher Date field.

Defect 1739401: This issue occurred if you were using List view in a user-defined hub. When you deleted more than 25 records from a grid without scrolling a third time, the scroll bars would disappear and you could not scroll to see more records.

Defect 1829633: This issue occurred when you did not select the Automatically default to the latest open period checkbox on the Startup tab of the My Preferences dialog box. When you closed Vantagepoint in the browser instead of using the Log Out option on the main toolbar, the Period Selection dialog box did not display the next time that you logged in to Vantagepoint.

Defect 1655856: You could not use the Show Completed Approvals toggle if you did not include the Workflow State column or the My Action Required column in the Approval Center grid.

Defect 1721977: When you rejected some timesheet lines and clicked the Print Lines Approval Report, the rejected timesheet lines were not included on the Line Item Approval report. You also received an error message when you tried to use the Status column to filter and select the rejected timesheet lines from the list.

Defect 1754662: In the Timesheet Lines grid of the Approval Center form, the Status column did not display values for the line items.

Defect 1757446: This issue occurred in favorite report dashparts when you resized the browser you used to access Vantagepoint. The favorite report dashpart displayed a server error message instead of the favorite report.

Defect 1741850: When you created and submitted expense reports for approval while logged into a company other than your home company, the assignments could be incorrect and you received an approval workflow failure email message. This issue also occurred for submitted timesheets in My Stuff » Timesheet.

Defect 1741936: When you used the Advanced Search and added search filters, values in drop-down lists for fields took longer than expected to display.

Defect 1758727: This issue occurred when you created an expense report, saved it, and then deleted that expense report. When you selected +New Expense Report to create a second expense report record, you received this error message: "Object reference not set to an instance of an object."

Defect:1766736: When you added a calculated field on the Labor Resource Forecast report, the amount could not be viewed by clicking the ellipses icon.

Defect 1648864: On the Billing Transfer Audit dialog box, when you acknowledged transfers of labor transactions from Interactive Billing, the Reviewed By field did not display the timestamp in your local time.

Defect 1443288: In the Select A Field drop-down menu on the New Boilerplate Search dialog box, fields related to the Boilerplates hub displayed the outdated "TextLibrary" label instead of "Boilerplate." (The TextLibrary info center in Vision became the Boilerplates hub in Vantagepoint.)

Defect 1686916: This issue applies if you have multiple companies in Vantagepoint. You were unable to select a project in the Gains, Losses and Revaluations grid or the Unbilled Services Gains and Losses grid in Settings » Accounting » Posting Accounts. This issue occurred if the active company that you were logged in to had a WBS2 or WBS3 level assigned to it but not a WBS1 level.

Defect 1880727: This issue occurred on the Connections tab of the Banks Settings form. When you disabled the bank feed by clicking the Disconnect button, you received an error message. When you tried to reconnect Vantagepoint to Plaid, the Connect button did not display.

Defect 1462673: When you selected List view, the Default Qualified Status field was blank for all users.

Defect 1762322: When you display the Expression Builder dialog box in User Initiated Workflows or Scheduled Workflows, the info bubble for the dialog box now explains which fields are not available for selection.

Defect 1732137: This issue occurred when you created a user-initiated workflow with the following sequential events:

1. On Step 1, if the condition is not met for a record (for example, an expense report), skip to the next step.

2. On Step 2, if the condition is not met for a record, skip to the next step.

3. On Step 3, if the condition is not met for a line item (for example, expense line items), skip to the final step for approval of the record.

When an expense report was submitted, the workflow ran, but the steps were not followed sequentially. The expense report was submitted to the approver on Step 1, and then it had a final approval (final workflow step) before the expense line items were approved (in Step 3).

Defect 1635225: On the User Initiated Workflows form, when you added two rows in the Workflows grid, deleted the first row, and then tried to click the Add Actions button before saving, you received the following error message: "Cannot read properties of NULL (reading 'TableName')."

Defect 1714160: When you final approved an AP invoice, you received an error message saying that the transaction process was deadlocked and recommending that you rerun the transaction.

Defect 1813256: This issue occurred when you added files to an AP invoice. When you dragged a *.PDF file into the AP Invoice grid, the file opened on a new tab.

Defect 1744906: In the body of an e-mail message sent from Vantagepoint, the date format used was mm/dd/yyyy even if the sender set the Date Format option to d/M/yyyy on the My Preferences dialog box. This issue occurred if both of the following things were true:

• The sender created a user-defined field and its value correctly reflected the date format set.

• The process job that resulted in an email message being sent (for example, an email alert) ran through the process server.

Defect 1634887: This issue occurred when you maximized the Queue Processes grid, the grid listed a large number of line items, and you set the zoom setting for your browser to 90%. You were not able to scroll down to display the other line items in the grid.

Defect 1732177: When you ran Refresh Billing Extension, the billing extensions for direct consultant expenses were updated to zero.