New Predefined Dashparts

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

• AR Outstanding: Use this predefined dashpart to display aged unpaid invoices by days outstanding ranges, starting with today's date.

• Effective Multiplier: Use this predefined dashpart to display the effective multiplier for all active projects as a KPI dashpart. 

• Firm List: Use this predefined dashpart to display a table with all the active firms in your database. 

• Pay When Paid Budget Remaining: Use this predefined dashpart to display a dashpart with the Project Detail dashpart base that report vendor invoices that have been charged to project.  You can view the vendor invoice information with the account charged, budget information and the client invoice record associated with it.

• Pay When Paid Outstanding: Use this predefined dashpart to display a dashpart with the Project Detail dashpart base that report vendor invoices with an outstanding balance and a PWP scheduled payment. You can view the Client Invoice, Client Invoice Date and the AR Status description.  This dashpart can help you determine if you have invoiced and been paid for the vendor invoice so it can also be paid.

• Total # of Projects with AR: Use this predefined dashpart to display the number of active projects that have Accounts Receivable outstanding as a KPI dashpart. 

• Utilization % this year: Use this predefined dashpart to display the employee utilization (Direct/Total Hours) for all active employees for the current calendar year (January - December) as a KPI dashpart.

 

New Predefined Dashboards

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

• Pay When Paid: This dashboard can help you determine when vendor invoices with a PWP scheduled payment can be paid.  The associated dashparts report on vendor invoices and the associated client invoices and the client invoice payment status. This predefined dashboard includes the following predefined dashparts:

• Pay When Paid Outstanding

• Pay When Paid Budget Remaining

• Firm Dashboard: This predefined dashboard includes the following predefined dashparts:

• AR Outstanding

• Firm List

• Company KPI's: This predefined dashboard contains dashparts that  use the KPI dashpart type. These dashparts are examples of what you can do with KPI dashparts and can be included on dashboards where you want this information included. This predefined dashboard includes the following predefined dashparts:

• AR Outstanding 

• Utilization % This Year

• Effective Multiplier

• Total # of Projects with AR

In addition, the Firm Dashboard predefined dashboard is available if the CRM and Resource Planning module is available.

New video: Explicit Save in Hubs

A new video titled Explicit Save in Hubs has been added to the online help. The video shows you how to use the Explicit Save feature in list view and detail view in hubs. It also shows you what happens if you receive error messages when you save changes.

You can access the video in the online help from any of these locations:

• From the Learning Aids menu, when you click ? on hub form topic

• In the Videos for All Users topic

• In hub overview topics

• In other related topics, such as Saving Your Work or Detail View and List View

Defect 1945464: On the Units tab of the Interactive Billing form, no records were displayed in the grid when you tried to filter the grid contents by the Unit field or selected a unit from the Units Lookup dialog box.

Defect 2101177: This processing issue occurred if you selected a large number of records in the Employee drop-down list. When you refreshed the page on the hub form, Vantagepoint took a long time to process and load the records.

Defect 2073703: This issue occurred if you were using either a CRM or a CRM Plus only database. In the Summary pane of the Firms form, when you clicked the Smart Summary button, the Firm Smart Summary preview did not return any projects for the Active Awarded Projects and Top Completed Project sections.

Defect 2039523: This issue occurred when you tapped Cancel or Done to return to the previous screen after you viewed a receipt that was attached to an expense line. When you tapped to view the same receipt, the Description and File Name fields were blank and you were unable to reopen the receipt.

Defect 2085584: This issue applies for approvers of expense reports. Expense reports were displayed with the Review Changes state and the approval options were missing for these expense reports. 

This issue occurred when you configured the approval workflow with the following settings, and expense reports were submitted using the following steps:

• You specified report approval workflow settings in Settings » Workflow » Approval Workflows of the desktop application: 

• On the General tab:

1. You set the Approval Level option to Both Expense Report and Expense Line.

2. You did not select the Allow Expense Reports and Expense Lines to be on Different Steps of the Workflow at the Same Time option.

• On the Workflow tab:

1. In the first approval step, you set the Assignment Type option to Expense Report option and set the Workflow State option to In Progress.

2. In the second approval step, you set the Assignment Type option to Line Item.

3. In succeeding approval steps, you set the Assignment Type option to Expense Report. 

• The affected expense reports were submitted using the following steps:

1. An employee created and submitted an expense report with expense line items. 

2. In the submitted expense report, the employee added an expense line item by copying an existing expense line item.

3. An approver authorized to do so approved the expense line items.

Defect 2035958: When you ran a Purchase Order Form report that had unsupported characters in the Top Clause and/or Bottom Clause settings in the Vantagepoint desktop application (Settings » Purchasing and Inventory » Company » Clauses), you received an error message.

Defect 2067130: This issue occurred with the Time Analysis Report. When you updated the headings of fields on the Columns & Groups tab, the report output columns did not match the values entered in the Columns section.

Defect 2067921: The Payroll Journal and Payroll Remittance Advice had amount discrepancies because the reports showed rounded amounts. This issue occurred when you, in Settings » Payroll » General in the desktop application, selected the Checks tab and then selected the Print pay rates for hourly employees checkbox.

Defect 2097219: This issue occurred on the Invoice Template Editor form when the invoice template had no default margins, or no margins at all. When the template had no set default margins, the margin value from your settings in My Preferences was used and the unit of measure specified for the template was disregarded. You could not set margins to zero.

Defect 2019075: This issue occurred when you added an employee record to a Cost/Pay Labor Rate table. The Rate and OVT PCT fields in the Employees grid did not automatically populate based on the cost/pay rate and cost/pay overtime percentage values that you entered on the Accounting and Payroll tabs of the Employees hub.

Defect 2065285: When the value of the Location field value in Hubs » Activities exceeded 50 characters, you encountered errors during the Connect integration process.