Standalone Analysis Cubes Module

Vantagepoint now supports standalone Analysis Cubes, without Vantagepoint Intelligence. To specify this approach, enable Analysis Cubes on the Modules form (Settings » General » Modules) without also enabling the Intelligence module. (As in earlier releases, when you enable the Intelligence module you automatically get access to both Vantagepoint Intelligence and Analysis Cubes.)

Expose the GET Open Purchase Order Voucher Detail API Endpoint and Update AP Vouchers-related API Endpoints

To further support your ability to create vouchers from purchase orders, the GET Open Purchase Order Voucher Detail API Endpoint is now available. This endpoint retrieves a list of available purchase order lines to be chosen for the voucher. This new API endpoint honors existing validations and restrictions as well as security requirements at the application level.

In addition, AP Vouchers-related API Endpoints now accommodate create voucher from purchase order functionality.

Azure Active Directory is Now Microsoft Entra ID

Occurrences of “Azure Active Directory” and “Azure AD” were changed to “Microsoft Entra ID” throughout the Vantagepoint and Vantagepoint Mobile online help, PDF guides, and user interface. These changes reflect Microsoft’s name change for this product.

Create Fee-Based Billing Phases Using Existing WBS Items and Compensation Values

On the Fees tab in Billing Terms, you now have the option to create billing phases that are set up automatically using work breakdown structure (WBS) items and compensation values that have already been entered for a project. This helps you create billing phases more efficiently and accurately.

Turn On and Set Up the Feature

Use the new Billing Terms Fee Update section on the Fee form in Settings » Billing » Fee to turn on and set up this feature:

• Set Enable Billing Phase Creation to Yes to turn on this feature.

• In the Compensation Grouping for Fees grid, specify the compensation amounts from the Compensation tab in Hubs » Projects » Contract Management to use for calculating the fee amounts that will prefill for the billing phases in the Fee Billing Phases grid on the Fees tab in Billing Terms.

If you have multiple companies in Vantagepoint, you enable this feature and set up the compensation grouping for each company.

For more information about the setup, see the following topics:

• Contents of the Fee Form

• Enable and Set Up Billing Phase Creation

Create Billing Phases Using Existing WBS Items and Compensation Values

On the Fees tab in Hubs » Projects » Billing Terms, a new Create Billing Phases from WBS action displays on the toolbar of the Fee Billing Phases grid when you complete the setup described above.

Click this action to open the Billing Phases dialog box and select the existing WBS items from which to automatically create billing phases. When you click the Add Selected button on the dialog box, new billing phases based on the selected WBS items from the dialog box are added to the Fee Billing Phases grid on the Fees tab. The calculated fee or percent of fee values, as well as other information from the selected WBS items on the Billing Phases dialog box, prefill for the new billing phases that are added to the Fee Billing Phases grid.

The Create Billing Phases from WBS action is an alternative to using the + Add Billing Phases action on the Fee Billing Phases grid toolbar, which requires you to manually enter billing phases from scratch in the grid.

For more information, see the following help topics:

• Fees Tab of the Billing Terms Form

• Create Fee-Based Billing Phases from Existing WBS Items and Compensation

Users Form Updates

These changes apply if you have activated the Flex Cloud ODBC Connectivity module.

In Settings » Security » Users, in the Cloud ODBC Settings section of the Users form, the Password field has been removed because Deltek now manages the password for the ODBC service. If you need to change your ODBC password, contact Deltek Support. As a cloud administrator, you see this change when you configure your company's cloud users with ODBC access. When you select the Enable Cloud ODBC Connectivity checkbox in the Cloud ODBC Settings section, only the Email field is enabled and required.

For more information, see the following topics:

• Content of the Users Form, in the Vantagepoint Online Help

• Create ODBC Accounts, in the Vantagepoint Cloud Administrator Online Help

Connect Combines Sync Options and Administrative Functionality

On the Navigation pane, under Utilities » Integration, the Vantagepoint Connect add-in is now labeled Connect. The new user interface for the Connect add-in combines synchronization options with administrative functionality. Connect Sync Options is no longer a separate utility.

Only those users who are members of a security role that has the Administrator checkbox selected have administrator rights for Connect, including the ability to manage users and select the Delete All Connect Configurations option on the Actions menu in Connect.

Upgrade note: If a user previously had access to Connect Administration but not to Connect Sync options, you must update their security role to give them access to the new Connect option on the Navigation pane. To do this, navigate to Settings » Security » Roles, select the appropriate role, and on the Overview tab of the Roles form make sure that Connect Administration is selected under Utilities » Integrations.

Upcoming Employee Availability System Dashpart 

Use the new Upcoming Employee Availability system dashpart to display employees with their current and future availability, based on planning assignments. Use options for this system dashpart to fine tune the details and employees displayed.

You can specify that this system dashpart display any of the following:

• Only available employees

• Employee availability for a specific forecast range (scale, duration, and start)

• Employee availability that is based on scheduled or utilization hours, percentages, or both hours and percentages

Custom Colors for Dashpart Title Bars

You can now customize the font color and background color of dashpart title bars for new and existing dashparts. The Title Bar Formatting options are available in the following locations:

• For table and chart dashparts with a hub based dashpart base, specify title bar formatting on the Table Options dialog box or Chart Options dialog box. 

• For dashparts with the Web URL Link dashpart base, specify title bar formatting on the Add New Dashpart dialog box or Edit Web Link Dashpart dialog box. 

• For other dashpart bases, specify title bar formatting on the Dashpart Designer form.

You cannot specify title bar formatting for system dashparts.

Security for the AP Detail Dashpart Base

Specify role-based access for the new AP Detail dashpart base and its columns on the Access Rights tab of the Roles form (Settings » Security » Roles).

AP Detail Dashpart Base

Use this new dashpart base to display the details of your AP vouchers and related firm data in Dashboards. In the Dashpart Designer, you can customize dashparts with the AP Detail dashpart base in many ways--you can apply sorting, groupings, filters, date ranges, and other display options to fine tune the data. You can also add calculated fields, or associate drill-to dashparts to display more information that is not included in the list of available columns.

If you use multiple companies, the AP Detail dashpart base includes data from all companies and you can group or sort this data by company on the dashpart.

New Data Import Utility for User-Defined Hubs in the Browser Application

You can now use the Data Import application in Utilities » Imports & Exports » Data Import to bring records into user-defined hubs. You can create new records or update existing records. Using the Import Settings dialog box, you configure the import to trigger workflows and/or ignore fields required by Screen Designer.

When you import a comma-separated values (CSV) file, Vantagepoint:

• Loads the first 10 records into the grid of the Import utility

• Automatically attempts to map each column from the import file to a database column by using the column captions from the import file

• Displays the column captions from the import file

When you import the data, Vantagepoint:

• Validates the record against your database and configuration

• Displays a count of the number of rows imported

• Imports all valid records into Vantagepoint

• Provides a file that lists any non-valid records in an error table for you to review, correct, and re-validate

For more information, see Data Import Utility in the online help.

Termination Date Required when Employee is Terminated

When you change an employee's status to Terminated in the Summary pane, you are now required to complete the Termination Date field in the Key Dates section of the Employment Details tab.

New Explicit Save in List View Feature Streamlines Updates for Multiple Records (Opt-In Available)

You can now opt in to the new Explicit Save in List View feature.

You can choose to opt in to this feature for the Vantagepoint 7.0 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Vantagepoint release. For more information, see Opt-In Features Overview.

Use the Explicit Save in List View feature to quickly update information for multiple records in list view and simultaneously disable the auto-save mechanism for hubs. After you enable Explicit Save in List View, Vantagepoint displays Save and Cancel buttons that you can use as you update records. When you finish updating records, click Save to save all validated records.

If validation errors occur, Vantagepoint highlights the errors in the grid, with the first error in the list given focus. Errors are also displayed on the Errors dialog box, which includes an error count. The dialog box also lists the field in which each error occurred and a message about the error. For some errors, possible corrections are also listed on the dialog box.

For more information, see the Explicit Save in List View (Opt-In Available) online Help topic.

Touch Server Upgraded to PHP 8.2.13 

The Touch Server for this version of the Vantagepoint mobile application has been upgraded to support PHP 8.2.13.

Add Touchpoints to Projects, Firms, and Contacts in Mobile CRM

You can now add touchpoints to project, firm, and contact records in Vantagepoint Mobile CRM. A touchpoint is a streamlined activity type that enables you to quickly add notes about an interaction with a client to a project, firm, or contact record. To add a touchpoint, tap the new Touchpoint option under the Create New menu in the active record.

Default to Using Keypad for New Installations

New installations of Mobile Time and Expense now default to using the keypad instead of the picker for timesheet entries. You can change this option at any time in Settings.

Absence Requests in Mobile Time & Expense

You can now request absences, and view previously requested absences, in Mobile Time & Expense. If absence requests are configured in the Absence Accrual application (Settings » Accounting) in Vantagepoint and an approval workflow is configured for absence requests, the Request Absence and View Previous Requests options become available under the Periods and Timesheet Hours menus in Mobile T&E. If an absence request has been rejected, you need to resubmit a new request with the correction.

Approve Expense Reports Regardless of Company

In databases with multiple companies, approvers can now view all assigned expense reports for approval regardless of the employee's home company. Expense details and amounts display using the currency and expense settings of each company.

Opt-In Features Support Testing in Your Company

As an administrator, you can use the new Opt-In Features form (Settings » General » Opt-In Features) to enable designated new features for your Vantagepoint users. Features listed on this form will be optional during a specific timeframe. In a future release, the features will become automatically enabled for all Vantagepoint users.

This enhancement supports testing by users in your company. When you enable an opt-in feature in a sandbox database, you give your users the opportunity to experience how that feature will potentially impact their workflow, data, and application use.

You control the timing of this testing, which you can schedule to take place before you enable the feature in a production database and before the feature is automatically enabled for all users in a release. During the opt-in timeframe, you can also disable most opt-in features, if necessary.

In a later release, after the opt-in timeframe is over, these features will become automatically enabled for all Vantagepoint users and will no longer be listed on the Opt-In Features form. While some features may have additional settings or security to enable at that point, most will become standard in the product.

Vantagepoint 7.0 Opt-In Features

The following features are available on the Opt-In Features form in Vantagepoint 7.0:

• Purchasing: Create Voucher from Purchase Order (Create VO from PO)

• Purchasing: Request for Price Quote

• Transaction Center: Enhanced Row Level Validation (Transaction Entry and AP Invoice Approvals)

• Hubs: Explicit Save in List View

Opt-In Features Described in Online Help and Other Content

Throughout Vantagepoint content, opt-in features are identified by this label: (Opt-In Available).

Topics that discuss opt-in features also include the following statement:

You can choose to opt in to this feature for the Vantagepoint 7.0 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all Vantagepoint users in a future release. For more information, see Opt-In Features Overview, in the online help.

When the feature becomes a standard part of Vantagepoint in a future release, this label and associated statement will be removed from all associated content.

Cost Rate and Billing Rate Columns Added

On the Labor tab of the Plan form, in the Labor grid, use the new Cost Rate and Billing Rate columns to see cost and billing rates associated with resources in labor plans.

Edit Dates and Duration Values on the Schedule Tab

On the Schedule tab of the Plan form, improved precision is now available for editing project plan dates. On this tab, you can now also edit these columns in the Schedule grid: Plan Start, Plan End, and Duration.

Automatically Update Plan when Absence Requests are Approved

You can now set up Vantagepoint to automatically update planned hours from approved absence requests. This feature saves time and provides up-to-date employee availability for you when you are planning projects. If an employee later removes an approved absence request, the plan is automatically updated to reflect the deletion.

If you already use the custom package "Absence Request Automation: Timesheet & Project Plan Updates," avoid using both the custom package and this new feature so that planned hours are not doubled on the PTO plan.

New Location of Scale Control on the Plan Form

The Scale control now displays only on the individual tabs for which it applies.

New Project Smart Summary and Related Security Settings

The project Smart Summary is now available in the Summary pane of the Projects form. Click the Smart Summary button to rapidly build project Smart Summary briefings using AI-generated technology and your project data.

Project Smart Summary briefings highlight important information about your project, including a high-level overview, financial health information for regular awarded projects, a pursuit summary for regular in-pursuit projects, recent activities, and a plan summary.

Disclaimer: Each Smart Summary briefing is generated by an artificial intelligence tool using your Vantagepoint data exclusively. This tool is provided subject to the terms of your Vantagepoint licensing agreement governing the use of Smart Summaries. Deltek does not represent, warrant, or independently verify briefing accuracy. You are strongly encouraged to independently review and verify the accuracy of each Smart Summary briefing that you generate. 

The project Smart Summary is available for regular and promotional projects.

Depending on the project charge type, the project stage, and the modules enabled, the project Smart Summary briefing includes one or more of the sections listed in the following table.

Section	Contents
Overview	This section presents general project information, including the project status, the primary client, key dates, key project employees, and upcoming project milestones.
Financial Health	This section provides a snapshot of the project's current financial state and key performance indicators (KPIs).
Recent Activities	This section displays information about the five most recent activities, by start date, excluding any private activities.
Pursuit Summary	This section displays pursuit details such as the estimated fee, weighted fee, and key pursuit employees.
Plan Summary	This section displays, for projects with planning data, a plan summary that includes the plan schedule and the employees with the highest estimate-at-completion hours and labor category.

Your administrator grants system-level access to the Smart Summaries tool in Settings » General » Options and specifies user access to generate Smart Summaries via role security.

For more information about the project Smart Summary briefing, see Contents of the Project Smart Summary Preview and Project Smart Summary KPIs and Calculations in the online help.

Create Request for Price Quote (RFQ) Only Records in the Purchase Requisitions in the Browser Application (Opt-In Available)

You can now create standalone RFQ-only records in the Purchase Requisitions application. 

You can choose to opt in to this feature for the Vantagepoint 7.0 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Vantagepoint release. For more information, see Opt-In Features Overview.

To enable this feature, navigate to Settings » General » Opt-In Features and enable Create Request for Quote Only. When you enable this feature, your database is permanently converted to support the feature and that action cannot be undone. Before you move RFQ records to the browser application, make sure that you have approved all pending requests before the records are carried over to the browser application as legacy price quote records.

To create RFQ-only requisition records, navigate to Purchasing » Purchase Requisitions and then, on the General tab, select the Create RFQs Only checkbox. Selecting this option does not change the item inventory counts in Purchasing » Item Review. You can filter RFQ-only requisitions from other purchase requisitions on forms and reports.

Request for Price Quote No Longer Available n the Desktop Application

Now that you can create Request for Price Quote records in Purchasing » Purchase Requisitions in the browser application, Purchasing » Request for Price Quote is no longer available in the desktop application. You can access and reference data associated with legacy requisitions in Reporting.

With the removal of the Request for Price Quote application from the desktop application, the following related settings that control elements in that application were removed in the following sections of the form in Settings » Purchasing & Inventory » Company:

• Required Data: Cost Distribution in P.O./R.F.Q. checkbox and Requisition/RFQ Number in P.O./R.F.Q. checkbox

• Approval: Use Approval Workflow for RFQs checkbox and drop-down menu

• Next Numbers: Price Quote Request Number text box

New Categories for Record Types

The following record type categories are now available:

• Requisition: These are purchase requisition records created in the browser application.

• RFQ Only: These are request for price quote-only records, created after you select the the Create RFQ Only checkbox on the General tab of the Purchase Requisitions form.

• Legacy Requisitions: Also referred to as legacy RFQs, these are price quote records that you originally created in Purchasing » Request for Price Quote in the desktop application and have now transferred to the browser application.

Related User Interface Changes

When you opt in to the Create Request for Quote Only feature, the following user interface updates occur.

• Purchase Requisitions Form Updates: The Create RFQs Only option is now available on the General tab of the Purchase Requisitions form in Purchasing » Purchase Requisitions. Use this option to define purchase requisition records as requests for price quotes (RFQs)-only.

• Purchase Orders - Create From Updates: When you create a purchase order in Purchasing » Purchase Orders, two new options are available on the form: From Requisition and From Legacy Price Quote. When you create a purchase order from a requisition, you can now filter to select from requisitions that are marked as “Create RFQ Only.” These options follow the new categories for record types.

• Reporting Updates in My » Stuff Reporting: To create reports based on legacy price quote records, use the Request for Price Quote Status-Legacy report (formerly the Request for Price Quote Status report). To filter RFQ-only and legacy requisitions on the Request for Price Quote Form report and the Purchase Requisition and Price Quote report, use the new filtering options for those reports.

• Project Review Form Updates: On the Purchasing tab of the Project Review form in Hubs » Projects » Project Review, in the Purchase Requisitions grid, a new RFQ Only column was added, along with indicator checkboxes. You can use the grid filters to filter RFQ-only records.

• Item Review Form Updates: On the item Review Form, in the Purchase Requisitions grid, use the new Type column to display the record type of associated records: Legacy Requisition, Requisition, or RFQ Only.

Approvals Updates

In Settings » Approval » Approval Workflows, when you define a condition for an approval workflow, select POPR.RFQ Only to set approval conditions to include RFQ-Only records. You can no longer approve legacy requests for price quotes in the desktop application.

Save and Cancel Buttons on Purchasing Forms

Save and Cancel buttons are now available in form headers in Purchasing » Purchase Requisitions and Purchasing » Items. These buttons are enabled when you make changes on the forms.

The Project Forecast Report Now Includes Phases and Tasks (WBS2 and WBS3 Levels)

You can now report revenue forecasts, and view compensation and contract amounts, at the work breakdown structure (WBS) levels to which they are assigned, not just at the project (WBS1) level. You can see the project's allocation method in a new project column on the report. You can also group and total data using fields such as organization or project manager at the project, phase, or task level.

Note that the Project Forecast report uses the estimated or actual milestone start/completion dates of the lowest WBS level to determine how to accurately allocate compensation amounts into the report's period columns. If the report includes revenue forecast amounts for a project, the assigned forecast dates are used to allocate those amounts.

• When allocating compensation amounts, be sure to assign estimated or actual start/completion milestone dates to each of the project's lower WBS levels. This is required even if you are including only WBS1 values on the report.

• When allocating estimated fee or weighted fee for projects in an In Pursuit stage, assign estimated or actual start/completion milestone dates for at least the WBS1 level.

• When allocating revenue forecast amounts, verify the default WBS level dates in the Revenue Forecast application.

On the Columns & Groups tab of the report options:

• In the Grouping and Sorting grid, when you select Group By fields, include a project field (for example, Project Number or Project Name) if you want to see specific project detail columns (Charge Type, Stage, Primary Client, and so on) populated. Grouping now works as it does for the Project Earnings report.

• In the Group Options section:

• The default for the Indent First Column field was changed from 0.10 in. to 2.85 in. (72.39 mm) to accommodate the report changes.

• The familiar Show Totals on Header and Hide Single Line Total checkboxes have been added.

Be sure to check report favorites that you created prior to 7.0, to make sure that the above items are set appropriately.

Aged Unbilled Revenue Report Now Available

Prior to the 7.0 release, the Aged Unbilled Revenue report was available as a custom report. Now, you can access this project report in Reporting. This report is a critical tool for controllers, accountants, and project managers because it provides a comprehensive view of Unbilled Revenue aging, which in turn supports decision making for financial management and project success.

Use the Aged Unbilled Revenue report to show the balance between revenue generated less billings/invoice amounts in which billing is relief from revenue aging buckets on a first-in, first-out (FIFO) basis. The report ages unbilled revenue based on the revenue recognition date in the journal entry. This determines the aging bucket for the unbilled revenue.

You can also specify how the report displays currency information, filters report output, and summarizes all levels of projects, including project, phase, and task levels.

For more information, see Aged Unbilled Revenue Report Overview.

View Scheduled and Utilization Hours or Hours/% in Resource View

In addition to viewing scheduled or utilization percentages, you can use the new Show options in Resource View to view scheduled or utilization hours, or both hours and percentages, for your resources. These values display with cell background colors that indicate scheduled or utilized thresholds:

• Gray: Properly utilized or properly scheduled

• Blue: Under-utilized or under-scheduled

• Red: Over-utilized or over-scheduled

The Grid Settings dialog box includes new columns and sorting options that support further analysis.

For more information, see Contents of the Resource View Form.

Advanced Project Search Enhanced to Display WBS Levels in Record Results and in List View

When searching for projects, you can specify which levels of the work breakdown structure (WBS) are included in the results.

On the New Project Search dialog box, use the following options to specify the WBS levels that display in search results and in the Record Results list.

Results to Display: Use this option to specify the project level or levels that you want displayed in the Record Results section on the New Project Search dialog box. Select one of the following choices:

• Project: Select this option to display only the top-level project records, regardless of the number of phases and tasks associated with the project or the matches for the search. For example, you search for Project Manager is Me on the task level and you are the project manager for two tasks but you are not the project manager for the top level. In this case, the record results list includes one result for the project.

• Phase: Select this option to display only the phase levels of the project, regardless of the number of tasks associated with the project or the matches for the search. For example, you search for Project Manager is Me on the task level and you are the project manager for four tasks on two different phases of the project, but you are not the project manager for the project or phase level. In this case, two phases are included in the record results list for the phases that own the tasks on which you are the project manager and the phase is added to the record results list.

• Task: Select this option to display records for the task levels of the project, regardless of the matches for the search. For example, you search for Project Manager is Me on the task level and you are the project manager for four tasks on two different phases of the project, but not for the project or phase level. In this case, the four task records on which you are the project manager are included in the results, as well as the phase and task columns. (This option is hidden if you do not use the task level.)

• All Matches: Select this option to display records for all levels of the project that match your criteria. For example, you search for Project Manager is Me on any level of the WBS and you are the project manager for four tasks and two phases on a project, but you are not a project manager for the project. In this case, the record results list includes six items, one for each task and phase for which you are the project manager. The phase and task columns are added to the results list.

List View Display: Use this option to specify how your project search records display project levels when you are working in the Record Results list. Select one of the following choices:

• Tree List: Select this choice to display project levels in a hierarchical structure. Each top-level project can contain related phases and each phase can contain related tasks. This choice is available only when you set the Results to Display option to Project.

• Flat List: Select this option to display records in a list without any hierarchy. This is the only choice available if you set the Results to Display option to Phases, Tasks, or All Matches.

Extended Search Navigation Control Functions Enable You to Track New Records

You can now add and track new records in Search Navigation Controls on most forms in the hubs and in other applications.

When you save one or more new records on an active form, Vantagepoint displays the New Records label in the Saved Search control, along with a confirmation message for each new record saved. You can then use the New Records paging control to view, track, and edit information for each new record on the active form.

When you move the focus from the New Records control and navigate to another field, search, or form, you lose the ability to use New Records to view, track, and page through new records and the New Records label reverts to Saved Search.

For more information, see Use Search Navigation Controls to Track New Records.

Potential Security Risks of Non-Standard HTTPS Ports

Deltek has discontinued support for non-standard HTTPS ports in Vantagepoint to align with modern security practices. 

• The use of non-standard ports relies on the concept of "Security through obscurity," which is not effective in modern security landscapes.

• Using non-standard ports can introduce additional configuration complexities, especially when passing through security appliances.

• Non-standard ports contribute to increased noise in security monitoring systems, often resulting in false alerts and complicating threat detection.

Enable Timesheet Assist

You can now set up Vantagepoint to display reminders for employees to complete timesheet entries for the current timesheet period. In Settings » Time » Time Groups, select the Enable Timesheet Assist checkbox and enter the number of days before the timesheet due date that you want the reminder to display. By default, all time groups and associated employees in the active company will receive the reminder. In the Time Groups grid, use the checkboxes to specify the time groups for which you want to enable or disable Timesheet Assist.

When you log in as a regular user (rather than as an administrator), the Timesheet Updates dialog box displays. This dialog box shows timesheet period information, such as approved absences and non-work days, and a list of projects that you can immediately add to your timesheet. Use the Snooze or Dismiss button to specify whether you want to receive reminders for the current timesheet period the next time that you log in.

Row-Level Validation in Transaction Center (Opt-In Available)

You can now work on Transaction Entry and AP Invoice Approvals forms seamlessly, with enhanced row-level validation for the Project Information grid. 

You can choose to opt-in to this feature for the Vantagepoint 7.0 release. The ability to opt-in is temporary and will be removed when the feature becomes automatically enabled for all users as part of the release. For more information, see Opt-In Feature Overview.

Row-Level Validation for Transaction Records

When you select the Enabled option for the Row Level Validation for Transaction Center feature in Settings » General » Opt-In Features, you can work in the Project Information grid and make multiple changes without being interrupted by required field validations. Instead, Vantagepoint now validates when you save the record.

If there are validation errors, Vantagepoint displays them on the Errors dialog box, with an error count. The dialog box also lists the field in which each error occurred and the message associated with the error.

Row-Level Validation for AP Invoice Approvals

In Transaction Center » AP Invoice Approvals, when you are associating a project with an AP Invoice Approval (APIA) record that has no purchase order record associated with it, you can now work in the Project Information grid and make multiple changes without being interrupted by required field validations. Instead, Vantagepoint now validates when you save the record.

Matching Values in Invoice Amount and Total Amount Fields

For AP Invoice Approval records that are not associated with a purchase order, you now receive an error message if you save the record and the value of the Invoice Amount field in the header of the AP Invoice Approvals form does not match the value of the Total Amount field in the Project Information grid. For AP Invoice Approval records that are associated with a purchase order, you receive a warning message if the values do not match.

Create Vouchers from Purchase Orders in the Browser Application (Opt-In Available)

In Vantagepoint 7.0, you can now create vouchers from purchase orders in the browser application.

You can choose to opt in to this feature for the Vantagepoint 7.0 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all Vantagepoint users as part of a future release. For more information, see Opt-In Feature Overview.

Enabling Create Voucher from Purchase Orders in the Browser Application

When you select the Enabled option for the Create VO from PO feature in Settings » General » Opt-In Features, you can create vouchers from purchase order records on the AP Vouchers entry form in Transaction Center » Transaction Entry » AP Vouchers.

If you have open transactions in the desktop application when you opt in to this feature, Vantagepoint prompts you to post those open transactions before you proceed.

When you enable the Create VO from PO feature in the browser application, the desktop application is updated to remove access to the feature.

Creating Voucher from Purchase Orders

In list view on the AP Vouchers form, select + New AP Voucher (or AP Voucher File) » Create Voucher from PO (or PO File) to create a new voucher.

Closing Fully Vouchered Purchase Orders

If you are using the browser application and Vantagepoint is set up to group transactions into a file, the Close Fully Vouchered Purchase Order option is automatically selected on the New File dialog box. When this option is selected, Vantagepoint automatically closes the purchase order record when the full amount of all the line items has been vouchered.

If Vantagepoint is not set up to group transactions into a file, the Close Fully Vouchered Purchase Order option is available on the AP Vouchers entry form. You can select the option or leave it cleared.

In addition, the read-only Vouchered From Purchase Order column is available on the List view of the AP Vouchers form.

Redesign of the AP Vouchers Form

To streamline the process of creating vouchers from purchase order records, the AP Vouchers form features a redesigned user interface.

• The Payment Terms field and the Payment Date field now prefill with the values that you entered in the purchase order record when you created it.

• The Purchase Order Line Items grid was added to the AP Vouchers form. In the desktop application, items that will be vouchered are added to the Open to Voucher grid on the Create VO from PO form. 

• The Match Method option is displayed in the header of the Create VO from PO form in the desktop application and as an option in the Purchase Order Line Items grid of the same form in the browser application.

• The Prorate option was also moved to the Purchase Order Line Items grid. When you click this option, Vantagepoint opens the Prorate dialog box, on which you can specify shipping and miscellaneous amounts that are prorated across the items that will be vouchered. In the desktop application, the Prorate option, the Shipping Amount field, and the Amounts 1-5 fields display below the Open to Voucher grid on the Create VO from PO form.

• View Detail, Cost Distribution, and Default Estimated Costs are now row options in the Purchase Order Line Items grid in the browser application. Selecting the Cost Distribution option adds the Committed Amount field in the Project Information for the selected purchase order line item.  

• In the browser application, to exclude a purchase order line item from the voucher run, you must now click the Unselect row option in the Purchase Order Line Items grid to remove the line item from the grid. In the desktop application, in the Open to Voucher grid, you clear the checkbox next to the line item that you want to exclude.  

• When you select an item in the Purchase Order Line Item grid, the Project Information grid displays information specific to the selected item such as the account, total tax amount, and total payment amount.

Changing the Net Quantity and Amount of Purchase Order Line Items

The Edit Amounts row option is now available in the Purchase Order Line Items grid. When you select this option, the Purchase Order Quantity and Amounts dialog box opens. On this dialog box, you can review the ordered and vouchered (open) quantity and amounts of the line item, or change the net quantity and amount of the line item.

Comparing Vouchered Amount and Invoice Amount

The Variance field was added to the Vendor Review dialog box (in the browser application). This field displays the difference between the values of the Vouchered Amount and the Invoice Amount fields that were entered in the AP Vouchers form. If the voucher is yet to be posted, you can adjust the value of the Invoice Amount field in the header of the AP Vouchers form

Voucher Options in the AP Invoice Approvals Form

The voucher options in Transaction Center » AP Invoice Approvals were modified to accommodate creating vouchers from purchase orders in the browser application. In Vantagepoint 7.0, if you associate a purchase order record with an APIA record by entering a value in the Purchase Order field, clicking Other Actions » Voucher Options displays the Create Voucher from Purchase Order Options dialog box. Otherwise, the Transaction Center Voucher Option dialog box displays.

On both dialog boxes, you specify whether you want to include the APIA record in an existing run or create a new run. Vantagepoint filters the drop-down options in the Select Existing Run field and lists files that contain vouchers that are the same with the APIA record you are creating (associated with a purchase order or not).

Visual, Navigational, and Functional Enhancements

The Vantagepoint 7.0 release includes a comprehensive set of user interface updates that provide visual enhancements as well as navigational and functional improvements.

Color Scheme: A new color scheme, including support for Dark Mode, is now available.

Navigation Pane: New methods for using the pane were added:

• Fly Out Menus: Use the fly-out menus to expand and collapse the application areas. Click the application name to collapse the top level.

• Minimize Size: Use this option to minimize screen size and view icons rather than application names.

Actions Bar: The Actions options are now available from a single Actions menu.

Tabs: When active or selected, tabs are now highlighted on forms.

Header: Record headers were shifted to the left. to better align with the left pane.

Buttons: For improved aesthetics, buttons now have rounded frames.

Change Indicator for Fields and Grids: For fields and grid cells, the background color of the field and grid cells that you are changing are light blue. When you are using Dark Mode, the fields and grid cells are dark blue.

Grids: In addition to the change indicator, grids include the following new options:

• + [Row]: For easier access, the add [row] function was moved from the bottom of the grid to the grid header.

• Expand: The grids now expand as a pop out dialog box, instead of a full screen display. To close the expanded grid, click X.

• Bulk Update: In conjunction with list view, use the Bulk Update option to update multiple records at the same time. To make this option available, select the Allow Access to Bulk Update in List View option on the Record Access tab in Settings » Security » Roles.

• New Keyboard Shortcuts: A new keyboard shortcut launches when you press ALT + K or select Keyboard Shortcuts from the help menu. Use these shortcuts for grids, drop-downs, dates, and checkboxes.

• Jump to Any Row in a Paged Grid: When you use list view in a grid with a large number of records, you can now use the search navigation popup to select a specific record and jump to it in a paged grid.

Ability to Create User-Defined Fields for Posted Transactions and New Application

Two new related features have been added in this release:

• The ability to create user-defined fields to use with posted transactions

• A new GL Account Review application, in the Transaction Center

In GL Account Review, you can view posted transactions and make or change an entry in user-defined fields for posted transactions.

User-Defined Fields for Posted Transactions

User-defined fields for posted transactions give you the ability to track metrics on transaction data and provide flexibility on the metrics that you want to track. For example, you could track Environmental, Social, Governance (ESG) requirements, such as carbon accounting (tracking for carbon footprint/emissions). 

You create user-defined fields to use for posted transactions on the Transactions form in Settings » Accounting » Transactions. You specify which transaction types each of the user-defined fields apply to and whether a user-defined field is Active or Inactive.

If you have multiple companies in Vantagepoint, you set up user-defined fields to use for all your companies. Then you log into each company and specify the user-defined fields to use for that company.

For more information, see the User-Defined Fields for Transactions help topic.

GL Account Review

On the GL Account Review form in Transaction Center » GL Account Review, you enter search criteria in the Search Criteria pane to determine the posted transactions to view in the Transactions grid on the form. You can select various transaction types to view. User-defined fields are available to use with some transaction types but not others, so some posted transactions in the grid show user-defined fields and others do not.

You choose the columns that display in the grid, including any user-defined fields that you created for transactions.

All columns (fields) in the grid are read-only except the user-defined fields. You enter, edit, and view data in the user-defined fields.

For more information, see the topics in the GL Account Review section of the help.

PlanID Column Removed from the PR Table

The PlanID column has been removed from the PR table in the Vantagepoint database. This change will not cause any changes to the Vantagepoint application behavior. However, if you have a workflow that uses a custom stored procedure and it references the removed column, you must change that reference. Instead, use the WBS1 column in the PNPlan or RPPlan tables to find a plan associated to a project.

Defect 1905342: This issue occurred when you, on the Form 1099 Processing form, selected the previous year in the Processing 1099 Year field and then selected the Edit option to modify the current record. If you generated a work file for the current year before editing the record for the previous year, Vantagepoint did not display vendors in the search results.

Defect 1984243: This issue occurred when you logged in to Vantagepoint in a language other than English (United States) or English (International). When you ran Intercompany Billing, the AP Voucher and Invoice subledger files that were created incorrectly impacted the general ledger.

Defect 1894623: When you added a child level to an existing project/phase record with transaction entries using the POST Create a Project API endpoint, you received a successful call status. This issue occurred when the existing project/phase had no transaction entries. 

Defect 1988870: When you created a batch for a set of journal entries using the POST Create Cash Receipt Control API endpoint, which has multiple master records that have multiple detail lines, the reference number for the first master record was set as the reference number for the detail records of all the subsequent master records.

Defect 1863514: On the Labor tab, the Name field displayed an employee's preferred name instead of using the last name, first name format. This issue occurred if the labor had been added as an insert in Interactive Billing. (The field should have displayed names in the last name, first name format to be consistent with labor entered from a timesheet in My Stuff or the Transaction Center.)

Defect 1932439: This issue occurred when you created an automatic employee payment run and set the Payments to Include option to EFT Only. On the Select Expenses page, EFT payments were not displayed in the Employee Balances grid.

Defect 2060151: This issue occurred when you accessed the Grid Settings dialog box from the Payment Review form and changed the columns selected for display in the form's Payments grid. If you navigated to another application and returned to the Payment Review form, the Payments grid displayed default columns instead of the columns that you specified.

Defect 1945519: This issue occurred when you created an automatic vendor payment run in a previous accounting period and, on the Select Vouchers page, selected vouchers from multiple vendors before you processed the payments. On the Printing and Numbering page, the total of the Amount column changed because Vantagepoint included vouchers that were posted in a future accounting period.

Defect 1970208: This issue occurred in chart dashparts with the employee dashpart base that included the Row Count column. When you displayed a dashboard with the affected dashpart, the error message "You do not have access to view the information on this dashpart" was displayed in the affected dashpart instead of the expected chart.

Defect 2001177: This issue occurred in chart dashparts that were configured to display a drill to table dashpart, if both the chart dashpart and the drill to table dashpart were configured with a date range for a specific month. When you displayed the drill to table dashpart, it contained incorrect data.

Defect 2015332: This issue occurred on the Billing Summary dialog box that you displayed as a drill to dashpart. The Direct Expense column was incorrectly editable for projects with a charge type other than regular.

Defect 2035433: This issue occurred in dashparts with the project dashpart base. The values for cost rate-related columns in the affected dashparts were not displayed when you configured the user's role with the following settings on the Accounting tab of the Roles form (Settings » Security » Roles):

• You set the Labor Cost Rates/Amounts option to Final Totals Only.

• You enabled the Include Cost Amounts in Spent and Profit Calculations option.

Defect 2046632: This issue occurred when dashparts with the project detail dashpart base included the Revenue Category Type column. The values displayed in the affected columns were based on the project level instead of the phase or task level and were incorrect for the lower levels of the work breakdown structure (WBS).

Defect 2057896: This issue occurred when you imported a dashpart file with multiple dashparts in it, and the dashparts had calculated fields. The dashpart import process failed and you received this error message: "Violation of PRIMARY KEY constraint 'CustomDashpartCalculationPK'. Cannot insert duplicate key in object 'dbo.CustomDashpartCalculation." 

Defect 2063443: If you use the English (International) language setting, this issue occurred on the Dashparts Imported dialog box when you imported a dashpart. In the message displayed after the import, the second sentence displayed the word "cheque" instead of "check."

Defect 1677514: When you copied or edited an email of an existing hub application, even if the format had been followed, you received the following error message,” Phone number has too few numbers for the selected format."

Defect 2028740: When you exported any hub data in list view, the date/time type fields (standard or user-defined) in the exported file used the Coordinated Universal Time (UTC) date format instead of the date format specified for your computer (local machine).

Defect 1894130: This issue occurred when your role only had access to the Contacts hub and not to the Firms hub. If you attempted to create a contact record and associate a firm with that contact, you received this error message when you saved: "You do not have rights to update this record."

Defect 1980991: On the Associations tab, the Status column icon was not displayed and the Type column displayed an icon that did not match the icon in the Project grid.

Defect 1986848: This issue occurred when your role's security setting had add/modify access rights to the contact records, but had read-only access to firm records. When you tried to update the Firm field on the Overview tab of the Contacts form, you received this error message: "You do not have rights to edit this record."

Defect 1923214: When you included the Cost Rate Table field in list view for the Employees form, the field was empty and you had to click the field to display a value for the employee record.

Defect 2014325: On the Professional tab of the Employees form, the Save and Cancel options were not displayed when you changed the order of the line items in the Education grid or the Credentials grid.

Defect 2057103: This issue occurred on the Experience tab, in the Projects grid. Icons that indicate project status were not displayed in the Status column.

Defect 1836627: This issue occurred in the Firms hub when you added an address row and tried to delete it. If the row was empty when you tried to delete it, you received an “Internal Server Error” message.

Defect 2015698: This issue occurred when you created a vendor record in Hubs » Firms » Firm and, on the Vendor tab, Vantagepoint automatically selected the Approve for use in processing option. When you navigated to Hubs » Firms » Voucher Review and searched for the vendor, you received a warning message saying that the vendor was not ready for accounting transaction. However, Vantagepoint displayed the vouchers associated with the same vendor if you did the following:

1. You changed the active company and searched for the vendor on Hubs » Firms » Firm.

2. On the Vendor tab, you manually selected the Approve for use in processing option.

3. You switched the active company back to the original company (the one that was active when the voucher was posted).

4. You navigated to Hubs » Firms » Voucher Review and searched for the vendor.

Defect 1901035: When you filtered the vouchers based on the Payment Date, the value of the Amount field became zero, which resulted to a negative value for the Balance field.

Defect 1970127: When you navigated from one marketing campaign record to another, the values in the Actual Revenue and Potential Revenue fields of the previous record continued to display in the next record.

Defect 1960674: This issue occurred in the Project Summary pane for project records with the following properties:

• The Stage is Won.

• The Status is Inactive or Dormant.

The thumbnail images for project records with these properties were incorrectly faded.

Defect 1880805: This issue occurred on both the Rates tab, in the Rate Table field, and on the Formats tab, in the Primary Sort Table and Secondary Sort Table fields. When you entered rate table numbers to search, you received this message: "No results were found."

Defect 2006574: On the Pre-Invoice tab of the Billing Terms form, when you selected a template in the Pre-Invoice Template or Cancellation Template fields, the internal ID number displayed in these fields instead of the name of the template. This issue occurred if you had more than 100 templates and you selected from the field's drop-down list a template that was listed after the 100th template.

Defect 1974281: This issue occurred when you copied an existing project to create a new project. On the Compensation tab, the value in the Compensation field was rounded (this value should have been the same as the one entered for the original project).

Defect 1993126: You were able to save a contract record even if the values in the Total Contract field in the Contract Management grid and the Contract Details grid on the Contract tab did not match.

Defect 1725280: This issue occurred when you specified an Overhead Rate in Settings » Accounting » Overhead Allocation and then entered a value in the Overhead % field on the Labor tab of the Plan Settings dialog box. When you added unposted hours to the plan, the EAC Overhead value on the Labor tab did not calculate the unposted time correctly.

Defect 2008033: When unit assignments had the same combination of unit, unit table, and account but with different cost and billing rates, Vantagepoint displayed duplicate lines of the same assignment for its posted transactions through the job-to-date (JTD) date.

Defect 2023336: On the Labor tab of the Plan form, when you had planned hours before and after the job-to-date (JTD) date when you clicked the Save Baseline button, the button remained enabled after the save was complete.

Defect 2040784: This issue occurred on the Assign Resources to Project dialog box when you created a timesheet with the Default labor code and then changed the status of the phases or tasks associated with the timesheet from Active to Dormant. When you selected a resource in the Resource grid, the Plan Structure grid did not display the resource that you selected and the Assign button was not available.

Defect 2053531: This issue occurred when you, on the Labor tab of the Plan Settings dialog box, set the Employee Rate Method option to From Labor Code Table. If labor code planning was not in use on the relevant branch of the plan's work breakdown structure (WBS), the rate for the labor assignment row did not default based on the employee's default labor code.

Defect 1990116: When you changed the stage value on the Stage dialog box, the bottom section of the dialog box was sometimes cut off and you were unable to see some fields.

Defect 1990120: When you selected list view and searched all projects, any projects with a Dormant status that contained active phase or task (WBS2 or WBS3) records were not returned in the search results.

Defect 2019821: When you used Screen Designer to add a tooltip to the Project Currency and Billing Currency fields on the Overview tab and then displayed project records that were referenced in a reference table, the info bubble icon for the affected fields did not display.

Defect 2035751: When you made the Probability field a required field in Screen Designer, you were still able to save the form if you left the field blank.

Defect 2056972: This issue occurred when you displayed all active projects in list view and then used the Is Empty operator to filter the records by the Phase Number column. When you exported the list to an Excel or comma-separated values (CSV) file, the file included records with phase numbers.

Defect 1995096: When your security role did not have access rights to project plans, projects displayed with an unpublished status on the Financials tab of the Project Review form.

Defect 1996584: When you processed a credit memo on the Invoice History tab of the Billing Terms form (Billing » Interactive Billing), the amount in the Total Billed field in the Key Performance Indicator section of the Project Review form was not decreased by the amount of the credit memo.

Defect 2056775: This issue occurred when you cleared the Automatically default to the latest open period for Active Company option on the Startup tab of the My Preferences dialog box and you logged in to Vantagepoint on multiple tabs in the same browser. When you logged in to Vantagepoint on the first tab, you received a prompt to select an accounting period. However, when you logged in to Vantagepoint on a second tab, you did not receive the prompt and the default accounting period was used.

Defect 2024391: This issue occurred when the Lead Qualification setting was enabled in Vantagepoint and your default qualified status was set to display as New Lead for new contacts. If you disabled the Lead Qualification setting, the Owner field did not display on the Add Project screen in Mobile CRM.

Defect 2058433: This issue applies if project numbers were set up to allow overriding of auto numbers for new projects. When you created a project in Mobile CRM, the value in the Number field on the Add Project screen reverted to the default [AUTONUMBER] value after you modified the project number.

Defect 2006694: When you saved a timesheet with meal start and end times, the date value for the meal times used the current date instead of the meal's actual date.

Defect 2040789: This issue applies if you use multiple companies and you are the assigned approver for several steps in an expense approval workflow. When employees in a different company submitted expense reports, you could not view the expense reports at the first step but could view the succeeding steps of the approval workflow.

Defect 2008062: No details displayed on the Timesheet Lines Approval report even when there were outstanding line items for your review and approval.

Defect 1988658: With Calendar Timesheet selected, the event time and date did not display. This issue occurred when you scheduled the timesheet event after the 12th day in the calendar and then, on the General tab in My Preferences, set the Date Format field to d/M/Yyyy.

Defect 1740721: This issue occurred when you charged expenses to an expense category that was set up to allow the editing of tax codes, but not tax amounts. For your expense report, you were able to edit the Tax Amount field on the Tax Codes dialog box.

Defect 2061824: When you re-submitted an expense report for another employee, the Submitted workflow status in the Approval Timeline displayed the name of the employee who created the expense report instead of the submitter's name. This issue occurred if a line item was rejected the first time that the expense report was submitted.

Defect 1578808: On the Project Audit Detail report, the value in the Mod Date field was displayed in Coordinated Universal Time (UTC) instead of the time zone specified for your computer.

Defect 1949648: This issue occurred with an Income Statement report that you saved as a favorite report. When you saved changes to the Base Rollup settings on the Options tab of the report options, the Base Rollup reverted to its previous setting.

Defect 1982481: On the Project Forecast report, the accounting period columns displayed negative values for affected project records. This issue occurred when, on the Dates & Cost tab of the Projects form (Hubs » Projects » Project), in the Milestone grid, those projects had a later date for the Estimated Completion Date milestone than for the Actual Completion Date milestone.

Defect 2006119: When you ran the Role Summary report and downloaded it to an Excel spreadsheet from the report preview, the report did not sort report data by role (the Document Map was disabled).

Defect 2008406: On the Options tab of the Project Audit report, when you specified dates for both the Start Date and End Date and then ran the report, the Modification Date column displayed the wrong date.

Defect 2008957: When you ran a report that included project records, the report preview displayed all project records instead of only those project records returned in your project search. 

Defect 2009468: In the Links grid of the Project List report, when you added multiple link rows for a project, Vantagepoint displayed duplicate information for the project links.

Defect 2055045: The Project Audit Detail report had unchanged drop-down values when the audit trail's custom drop-down query was generated and that query did not have a drop-down specified for the audit. As a result, a row was added for each drop-down that matched the code value being audited.

Defect 1939482: On the Project/Phase/Task Lookup dialog box that you access from the Timesheets form, you were unable to sort projects by name or number.

Defect 1955610: When you copied project data from a previous timesheet record that had labor codes in the line entries, the new timesheet did not display the labor codes until you saved the record.

Defect 2003832: This issue occurred in Settings » Workflow » Approval Workflows. The tkDetails field was not populated when an email was sent via the Timesheet Approval workflow.

Defect 2057918: This issue occurred when you opened the Activities dialog box from the Reminders dialog box. If you updated the Notes field for a recurring activity more than once on the Activities dialog box without closing and opening the Reminders dialog box between updates, your were not able to save your changes. When you tried to save your second update, you received this error message: "Violation of Primary Key constraint 'RecurringActivityExceptionPK'. Cannot insert duplicate key in object 'dbo.RecurringActivityException'."

Defect 2012436: When you merged SF330 Proposals, Block 18 showed double spacing for each additional row entered for Additional Training/Certification.

Defect 1900165: When you used the Add multiple pages to record option to select or specify the number of pages to add to a custom proposal, you encountered a performance issue and Vantagepoint became unresponsive.

Defect 2022817: When you exported a custom proposal to a Word or PDF file, the exported file did not display the line elements that you added to the proposal.

Defect 1941292: When you tried to insert the Owner Value field in a proposal template, the field was not available for your selection from project records and did not display any value when you selected the field from employee records.

Defect 1949485: This issue occurred when you linked text elements. In Edit Record Layout mode on the Templates form, the Select Project option in the Text Properties pane was not available on the pages of the proposal where projects were present on the linked text elements.

Defect 1993718: This issue occurred when you selected a purchase order to be vouchered in Transaction Center » Create Voucher from PO, in the desktop application. On the Purchase Order form, when you marked a change order as final, you received this error message: "[Item] has been selected for creating an AP Voucher. You must unselect the item to mark this order final."

Defect 2019088: On the Purchase Order Form report, the purchase order logo overlapped the report contents. This issue occurred when you printed the report and downloaded it as a PDF with the following settings specified on the Options tab of the report options dialog box: 

• You selected the Override Purchase Order Template checkbox.

• You selected a template with a logo.

Defect 2040588: On the Billing tab of the Purchase Orders form, when you selected a bill-to code to populate the fields on the tab, the address in the Bill To field did not display the country after you saved and submitted the purchase order.

Defect 1973853: On the General tab, when you used the items search in the Item field to add a line item to the Line Items grid, you received this error message: "Please correct the related Suggested Consultant/Partners below."

Defect 2017972: When you filtered the Reporting grid using multiple columns, some columns displayed records that did not match the filter criteria that you specified.

Defect 2055610: In the Navigation pane, when you selected Resource Management » Reporting, the Reporting form that opened was blank.

Defect 1509115: When you selected and saved a custom search for a resource on the Add Assignments dialog box, you received an error message saying that the server was unable to process the request.

Defect 1969984: When you used Google Chrome or Microsoft Edge to open Vantagepoint, grid rows on the Resource View form were not aligned correctly.

Defect 2010874: This issue occurred when you, in Settings » Resource Planning » Plan Settings, set the In Pursuit Projects in Scheduled and Utilization option to Automatically Set Based on Selected In Pursuit Stages and then specified all stages in the In Pursuit Stages field. When you navigated to Resource Management » Resource View, the capacity calculation was incorrect.

Defect 2040477: On the My Upcoming Assignments dashpart, the date specified as the beginning date for the forecast range did not match the date in the first column of the Calendar grid.

Defect 2056321: On the Resource View form, the values in the calendar columns aligned with the left edge of the cell instead of the right edge.

Defect 1605933: On the Project Search dialog box, when you selected the search condition Projects - Organization Approval Employee = Is me or Is Not Me, you received the following error message: "The multi-part identifier 'ApprovalRoleAssignment.Employee' could not be bound."

Defect 1826314: The search results displayed records that did not meet the search criteria. This issue occurred when you used both negative and positive clauses for your search, for example "Is Not Empty" and "Not Checked."

Defect 1890889: Two different captions were used for the Contacts and the Associated Contacts fields. As a result, in the Association tab of the Contacts form, the Associated Contacts grid used Contacts instead of Associated Contacts.

Defect 1926440: In Project search, if you added a user-defined field, selected the Empty operator, and then ran the search, no search results displayed even though project records with no data were available for the selected user-defined field.

Defect 2016271: In Project search, when you used the search condition Associated Firms - Name = Firms and selected checkboxes for all firms in the drop-down list, the values displayed included only client type firms (the vendor type firms were missing from the Firms list).

Defect 2038507: This issue occurred if you changed the label of the AR Balance field fir an invoice template in Settings » Billing » Invoice Template Editor. When you printed an invoice in Interactive Billing, the new label was not applied to the generated file.

Defect 2049288: This issue occurred on the Project Info tab, in the Project Column Selection grid. When you cleared the checkbox for a column in the grid, you received this error message: "Column name not found in BillingTemplatePRInfo."

Defect 2020193: When you created and saved a consolidated reporting group, you received this error message: "Incorrect syntax near 'OFFSET'."

Defect 2025518: This issue occurred in the Firms hub, when you ran a Firm Audit report. VEAccounting audit triggers were not enabled or disabled when you selected or cleared them for the Audit Trail.

Defect 1744757: This issue occurred on the Employee Location Settings dialog box. When you added a new entry and changed its row position before you clicked Save, the save function did not work.

Defect 1745882: When you added a new record, changed the record sequence, and then saved, you received this error message: "Please enter data in required field(s)."

Defect 2025513: When you changed the order of values in the Files Category list, Vantagepoint did not save the list according to the new sequence.

Defect 2065349: When you used the Project Name field on the Project Search dialog box to filter and set up the Budget Milestone alert for specific projects, Vantagepoint activated the alert for all projects.

Defect 1939313: This issue occurred in the Projects hub, in the Access field of the Application Record Access grid on the Record Access tab. When you enabled the Asset Management module for the first time in Settings » General » Modules, the setting for the Access field was deleted. As a result, members of the affected security role were not able to access the Projects hub.

Defect 2030951: On the Numbering form, when you selected Project, set the Auto Number Source option to Expression, and then opened the Expression Configuration dialog box from the Auto Number Format field, the Map Values field on the dialog box was incorrectly grayed out for checkbox type fields that had a Regular charge type.

Defect 2040888: When you specified a project level on a workflow action and that action had no conditions, the level restriction was not applied.

Defect 2058821: This issue occurred in user initiated workflows for the Projects area if you configured a workflow to send an email alert when a project record was deleted at the project level (in both the Workflows grid and Actions grid, you set the Level option to Project). When you deleted a project record at the project level, the email alert action was not triggered.

Defect 1833162: This issue applies if you have multiple companies in Vantagepoint and you use diaries and Transaction Center approvals. In Transaction Center » Transaction Entry, when you opened an invoice, AP voucher, or journal entry file that was created in Intercompany Billing, you were unable to approve it if the Diary field and Diary Number field were not populated in the files. You should have been able to approve invoice and AP voucher files with the diary fields not populated. Journal entry files should not have required entries in the diary fields for companies that did not use diaries.

Defect 1938560: When you reversed the line items of an AP voucher that used a reverse charge tax code and saved the voucher, you received the following error message: "Record already exists and cannot be added."

Defect 1826470: On the transaction entry form, the value in the Amount field for an invoice was incorrect and differed from the value of the same field when viewed on the All Transactions grid. This issue occurred when the invoice had a retainage amount.

Defect 1967207: If you use the English (International) language setting and your network connection got interrupted, you received an error message that used the word "cheque" instead of "check."

Defect 1993279: In the desktop application, when you printed the Import Error Report (Journal Entry Data Entry), you received this error message: "Overhead Project requires an Indirect Account." This issue occurred even when the project was a regular project.

Defect 2000212: When you created a firm record through Connect, user-defined date fields on custom tabs that were made via Screen Designer were auto-populated with this date: 1/1/1900.

Defect 2034960: In Connect, when a recurring Outlook calendar activity was synced to Vantagepoint, the Vantagepoint category was dropped from the calendar after the sync was complete.

Defect 2030969: The project synced from PIM to Vantagepoint reflected the pre-award, auto-numbered project code instead of the new approved project code.

Defect 2055741: This issue occurred on the Combine Records tab of the Projects and Tasks key conversion utility forms (accessed from Utilities » Key Conversion » Projects and Utilities » Key Conversion » Tasks, respectively). The form stopped responding when you copied a project from the Existing Project field in an existing line item on the Combining Records grid and then attempted to paste it into the Existing Project field of the new line.

Defect 2064402: The following fields displayed incorrect dates (one day before) when compared to the specified dates during Vantagepoint activation:

• Period Start

• Period End

• Fiscal Start

• Fiscal End

Defect 1970682: The Always run in the Current Period and Always run in the Prior period options were missing from the form.

Defect 2017980: This issue occurred when you used the Search and Replace utility to update the Organization field in the Marketing Campaigns hub. After you selected the value for the field and clicked Run, you received the following error message: "Value contains malicious tokens."

Defect 2025472: This issue occurred when you ran the Search and Replace utility for the Employees hub. When you included a user-defined field in the search criteria for records to update, you received the following error message: "Incorrect syntax near the keyword 'WHERE'."

These Connect defects have been fixed and apply to all previous versions of Vantagepoint that support Connect (you do not need to update Vantagepoint to this MR to get these updates).

25 January 2023 Software Issues Resolved

• VNTGPNT-1870: An email message was duplicated on the second synchronization when it was saved via the Add-in or Quick Log in read-only mode.

• Gmail Add-in:

• VNTGPNT-1878: There was no parsing for events and errors in the Console.

• VNTGPNT-1886: The login form was reset every time there was a page reset or errors occurred in the Console.

• VNTGPNT-1888: All time slots were shown as available when you used the Suggest Meeting Times link.

• VNTGPNT-1890: An endless Add-in initiation occurred for meetings.

16 February 2023 Software Issues Resolved

• VNTGPN-1843: A sync error occurred on the second synchronization session for recurrent appointments.

• VNTGPNT-1877: The links that you created using the Quick Send Availability and Quick Log Emails contained no available time slots.

• VNTGPNT-1896 and VNTGPNT-1897: An endless "Loading data from Vantagepoint" message displayed when the email message in compose mode contained an employee as a recipient.

31 March 2023 Software Issues Resolved

• VNTGPNT-1873: Performance has been improved when you change the user's Connect group in Connect Administration.

• VNTGPNT-1892: When you used the Send Availability feature, the Finish button was disabled if the Suggest Meeting Times option had previously been opened.

• VNTGPNT-1894: The body of the email message had extra line breaks when saved to the activity's Notes field.

• VNTGPNT-1901: Images that were in the email message body (for example, logos in the email signature) were automatically selected to be added as file attachments on the activity. Inline images are no longer selected by default to be added as attachments when you create an activity from an email.

25 April 2023 Software Issues Resolved

• VNTGPNT-1905: When you used Connect for Gmail, contacts that were included in an email were sometimes not automatically suggested by the add-in. When you searched for the contact and clicked Log Email, you received the following error message: "The remote server returned an error: (400) Bad Request."

12 July 2023 Software Issues Resolved

• VNTGPNT-1930: When you clicked Log Email in Gmail, the email body would not be included in the Vantagepoint activity notes for some emails.

• VNTGPNT-1936: When you created a contact in the contextual pane, the form incorrectly included a required field for ContactID.

20 July 2023 Software Issues Resolved

• VNTGPNT-1907: When you completed a save through the Gmail extension, the event was sometimes not synchronized.

• VNTGPNT-1918: When the Add-in was used to save an email that had 10 or more attachments, the following error message displayed: "The maximum number of records that can be shared was exceeded."

• VNTGPNT-1953:The Google Extension was missing for the Google Calendar.

• VNTGPNT-1941: The business address was being incorrectly added to the contact notes even if it matched the firm address. The business address is now added to the notes only if a matching firm address cannot be found.

1 August 2023 Software Issues Resolved

• VNTGPNT-1960: If you did not have access rights to upload attachments in activities and you added an email with attachments through Connect, the attachment was incorrectly added to FILESTREAM but was not attached to the activity. When an attachment is not associated to an activity, the attachment is now deleted in order to prevent orphaned files.

15 March 2024 Software Enhancements

• Adaptive Sync Session Interval Calculation: This new feature provides a recurrent background two-way data exchange between your email account (on an MS Exchange, Office 365, or Gmail server) and Vantagepoint. The sync sessions are automatic and provide data mirroring between your email/calendar items and ttheir matching Vantagepoint objects. The synchronization uses an adaptive technology that determines the frequency of occurrence, depending on your work practices and how often you are actively changing data.

15 March 2024 Software Issues Resolved

• VNTGPNT-1854: OAuth impersonation is now supported. The maximum security 0365 OAuth 2.0 is now used as the only method for Exchange Impersonation service accounts data access authorizing for Office 365 mailboxes. All existing customers who use such impersonation accounts must re-authorize access using 0365 OAuth. This switch is required because the former impersonated access authorization method with login and password credentials entry was disabled by Microsoft in 2021. Please refer to https://revenuegrid.atlassian.net/browse/SFCC-15766 for more details.

• VNTGPNT-1957: The Connect Add-in reloaded when there was a failure of office js. After reloading, the following warning displayed: Add-in was reloaded due to fail of Microsoft service.

• VNTGPNT-2025: In Vantagepoint, the Filestream File Size can be set to a maximum of 50MB, but in the Connect Add-In, current product logic limited the maximum size of the attachment to 5MB. When you synchronized with the Connect Add-in, a Service Attachment MaxSize warning displayed. Deltek requested the ability to control the logic for the Vantagepoint Connect Add-in so the file size can be set to a maximum of 50MB.

• VNTGPNT-1837: In the Connect Add-in, when you selected an email that included employees, selected the employee card, and clicked Employee Details, the Cost Method field was displayed and required. When employee details were then edited, an error occurred because the Cost Method field should not have been displayed as it is not available in the Vantagepoint application. There were also Accounting fields that displayed as available that should have been disabled.

• VNTGPNT-1915: In the Connect Add-in, if you selected an email that had contacts with associated projects and you clicked the Project Details button, the Project Details dialog box displayed Accounting fields even though Accounting fields should not display on the Project Details dialog box.

• VNTGPNT-1954: In the Connect Add-in, when a contact was created and a firm was specified, the State for the contact firm’s address was incorrect and did not match the State that was specified in the Vantagepoint application.

• VNTGPNT-1971: An Http Status Code was BadRequest but Expected Created issue occurred due to incorrect processing of the Project ID during synchronization.

• VNTGPNT-2006: In Utilities » Integration » Connect, an undefined error message displayed when you clicked the Export to CSV option on the Platform Settings » Sync Issues menu and on the Sync Issues tab in Administration » Profiles.

• VNTGPNT-2015: In the Connect Add-in, when you created a contact record, you were incorrectly required to associate a Firm/Client.

• VNTGPNT-2023: In the Connect Add-in, some recurrent events were losing the Vantagepoint categories after being synchronized even though the corresponding recurring events were still present in the Vantagepoint application.

15 April 2024 Software Issues Resolved

• VNTGPNT-2129: The user could not log in to Vantagepoint from Connect because the Database field was empty on the login screen of the contextual pane.