Opt-In Features Support Testing in Your Company

As an administrator, you can use the 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 7.1 Opt-In Features

The following features are available on the Opt-In Features form in Vantagepoint 7.1:

• Utilities: User Activity

• Payroll: Form W-2 Processing

• Login and Navigation Menu: Use Open ID Connect SSO provider for authentication

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 7.1 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.

New Columns on the Opt-In Features Form

These columns were added to the Opt-In Features form in Settings » General » Opt-In to provide additional information:

• Module Dependency: This column lists the names of the modules that are required for the application. If a feature is not dependent on a module, the value in this column is Any Module.

• Date Modified: This column lists the date and time the feature was most recently enabled or disabled.

• Modified by User: This column lists the name of the user who most recently enabled or disabled the feature.

• Release Automatically Enabled: This column identifies the Vantagepoint release in which the feature will be automatically enabled.

Expose Absence Request API Endpoints

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

 

Expose Additional Interactive Billing API Endpoints

To support e-invoicing for international clients that need to comply with statutory mandates in EMEA and ANZ regions, additional Interactive Billing API endpoints have been made available. These new API endpoints honor existing validations and restrictions as well as security requirements at the application level.

Expose the GET AR Balance, GET AR Balance Detail, and GET AR Balance Detail for Cash Receipts API Endpoints

To facilitate the retrieval of specific Accounts Receivable (AR) information associated with billing invoices, use the following new API endpoints:

• GET AR Balance

• GET AR Balance Detail

• GET AR Balance Detail for Cash Receipts

These API endpoints honor existing validations and restrictions as well as security requirements at the application level.

New Search Operators Added for Date and Date/Time Conditions

Now, when you add a Date or a Date/Time condition row in the Search Criteria grid, you can choose one of the following additional options in the Operators field:

• This Year: Finds all records where the date is in the current calendar year. If you search for any date in This Year, the search will look for dates between 01/01/2024 - 12/31/2024.

• Last Year: Finds all records where the date was in the previous calendar year. If you search for any date in Last Year, the search will look for dates between 01/01/2023 - 12/31/2023.

• Next Year: Finds all records where the date will occur in the next calendar year. If you search for any date in Next Year, the search will look for dates between 01/01/2025 - 12/31/2025.

For more information, see the Operators for Searches online Help topic.

Functionality Moved from the Desktop Application to the Browser Application

To specify audit trail information, you now navigate to Settings » General » Audit Trail in the browser application. On the Audit Trail settings form, you can specify the number of days for which audit trail data is retained, specify the hubs for which you want to track data, and more.

This functionality was previously available in Utilities » Updates » Configuration Audit Purge, in the desktop application.

Funnel Charts in Chart Dashparts

When you create chart dashparts, you can now use the funnel chart type to see the progression of a project through its designated stages. For example, you can monitor projects in the pursuit phase, review the value of projected fees, or see the number of projects associated with each stage of the pursuit process.

When you use a funnel chart type, you must include at least one numeric column or currency related column and define how you want to group the data. If you use multiple currencies, you must also specify a presentation currency. Using existing dashpart tools, you can filter the records included, control chart options such as the label location, and define drill to dashparts.

In a related change, use the new Chart Type option on the Dashpart Designer form to select the chart type for chart dashparts.

New Column for the Project Dashpart Base

The Average Collection Period column is now available for the Project dashpart base. Use this column to display the average number of days it takes for an invoice to be paid on the project. You can use the grouping function on this new column to show the average collection period for all projects associated with a specific client, or with another project attribute.

Share Dashboards with All Roles

To make it easier to share a dashboard with all roles, the Share the Dashboard dialog box offers a new option for the Role menu. Under Special Selections on the Role menu, select the new Everyone option to share a dashboard with all roles in your company.

Manage Personal Dashboards

A member of a role that is set up with access rights to share dashboards with other roles can now perform the following actions on the Dashboard Options form or in dashboards list view:

• Copy another employee's personal dashboard, to create a new dashboard that can be shared with other employees. 

• Delete another employee's personal dashboard.

To manage dashboards: Display all personal dashboards, hover over a personal dashboard in the list to display the option at the end of the row, click the option, and select Copy or Delete.

For members of a role to be able to copy and delete the personal dashboards of other employees, the administrator must specify the following settings for that role on the Overview tab of the Roles form (Settings » Security » Roles):

• In the Type of Role section, select Administrator.

• In the Save Rights section, set Dashboards and Dashparts to Save For All Roles.

New and Updated Columns for the AP Detail Dashpart Base

The following columns were added to the AP Detail dashpart base. Use these columns to display additional WBS details for transactions:  

• Phase Name

• Phase Number & Name

• Project Name

• Project Number & Name

• Task Name

• Task Number & Name

• Billed Project Name

• Billed Project Number & Name

• Billed Phase Name

• Billed Phase Number & Name

• Billed Task Name

• Billed Task Number & Name

The following column names were updated:

• Phase to Phase Number

• Project to Project Number

• Task to Task Number

• Billed Phase to Billed Phase Number

• Billed Project to Billed Project Number

• Billed Task to Billed Task Number

Updates to the Licensing and Access to the Upcoming Employee Availability System Dashpart

When you share dashboards with the Upcoming Employee Availability system dashpart, this uses a Resource Planning license for each role that does not currently have access to Resource Planning.

Update to the Refresh Dashpart Function

The refresh  option on the toolbar of table, chart, and KPI dashpart types and dashparts with the favorite report dashpart base is now disabled when a dashpart refresh is already in progress. This prevents triggering of the refresh process multiple times, which could cause performance issues for the process server.

Updates to All Predefined Dashparts

The Always Rebuild Dashpart option is no longer selected by default for all predefined dashparts. This option is located on the Table Options dialog box, KPI Options dialog box, and Chart Options dialog box, which you can access from the Dashpart Designer. This update applies to all new databases, starting with the Vantagepoint 7.1 release.

Text Editor Update

In the desktop application, the option to Add to Dictionary has been removed from the Text Editor.

Override Autopopulated Holiday Hours or Approved Absences for Specific Employees

If you prefer not to automatically populate the timesheets of specific employees in a company and time group with holidays and approved absences, you can override these settings at an employee level in Hubs » Employee » Employees. On the Time & Expense tab, select the Exclude from Auto Add Holiday Hours and/or Exclude from Auto Add Approved Absence Hours checkboxes. You can apply these settings when, for example, an employee does not work full-time or is required to work on holidays.

Right-Click Functionality Added

When you right-click a hub record link, you now have access to these options: Open in New Tab and Open in New Window.

Opting In to Use OpenID Connect SSO Provider for Authentication

You can opt in to Use OpenID Connect SSO for Authentication in Settings » General » Opt-In.

You can choose to opt in to this feature for the Vantagepoint 7.1 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.

When you select a database that has this feature enabled, the following database and user interface changes are implemented.

 

Choose an OpenID Connect SSO Provider

You can choose your preferred Open ID Connect SSO provider for identity verification to log in to Vantagepoint. If you already have Microsoft Entra ID SSO configured before you opt in to this feature, you must update your Redirect URIs in Azure for SSO to work successfully.

For more information, see the following topics in the Vantagepoint Cloud Administrator's Help System:

• Set Up Single Sign-On for Vantagepoint with Okta

• Add and Configure the Vantagepoint Application

 

All Application Links Now in the Navigation Pane

All desktop application menu items are now included in the browser application Navigation pane. When you hover over applications in the Navigation pane, an icon indicates that the application is still in the desktop application. When you click this icon, your browser prompts you to open the selected application in the desktop application.

Microsoft Edge is required to launch the desktop application. If you are using another browser to run Vantagepoint, you are prompted to open Microsoft Edge firs, before you can open the selected application in the desktop application.

If you are running Vantagepoint on macOS, this functionality is not supported. 

 

 

Browser and Desktop Application Login Screen Changes

On the browser application login screen, when you select a database that has this feature enabled, the Launch Desktop Application link is removed. If you have a direct link to the desktop application, the login screen prompts you to log in to Vantagepoint using the browser application. 

 

OpenID Connect SSO Support in Vantagepoint Mobile

In the Vantagepoint Mobile application, when you select a database that has this feature enabled, you are redirected to a configured Open ID provider for identity verification before logging in.

Automatically Display Holidays and Approved Absences in Mobile Time and Expense

New timesheets in Mobile Time and Expense may now automatically display holidays and approved absence request hours according to the configuration set by your administrator in the Vantagepoint browser application. Use the Edit Line screen to manually edit or delete the autopopulated values.

Access by Clicking Your Image on the Toolbar

Starting with this release, you access the My Preferences, Self Service, and Log Out options by clicking your employee image on the Vantagepoint toolbar, next to your username. If you have not added an image, you access these options by clicking the default icon beside your username.

Right-Click Functionality Added

On the Navigation Pane, you can now right-click an application name to access these options: Open in New Tab, Open in New Window, Make Favorite, and Unfavorite.

Form W-2 Processing in Browser Application (Opt-in Available)

The Form W-2 Processing form is now available in Vantagepoint. Use the Form W-2 Processing form to generate W-2 Wage and Tax Statements.

You can choose to opt-in to this feature for the Vantagepoint 7.1 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.

New Info Bubble Available When a Resource Has More Than One Billing or Cost Rate

On the Labor tab of the Plan form, if a resource has more than one billing or cost rate assigned, you can now click the Multiple hyperlink to in the Billing Rate column or Cost Rate column to open an info bubble with information about the rates in use for the assignment date range.

Role Summary Report: Access Rights Tab and Application Tab 

The Role Summary report was updated to reflect the following Security settings.

Application Tabs: This section of the Roles Summary report was updated to include all standard and user-defined tabs that the selected role can access. This information is useful for viewing the level of access as well as the restrictions in place for each security role. 

Record Access: When you select the Record Access option (My Stuff » Reporting » Role Summary Report » Options » Report Options), the security settings information for the Record Access tab in Role security displays in the Record Access section of the report.  

• CRM Settings: Allow Selection of any Contact for Primary, Billing or Team Contact for Projects: 

  • For a CRM database that does not have Accounting or PSA, the field is labeled: Can Select any Contact as Primary Contact for Projects. 

  • If PIM is enabled and the Enable Sync to PIM option is selected in Utilities » Integrations » PIM, the checkbox is hidden in Settings » Security » Roles and does not display in the report.  

• Bulk Update: The Record Access tab in Settings » Security » Roles now includes the Allow Access to Bulk Update in List View option. Enable this option to allow users working in list view to use the Bulk Update feature (for those hubs that members of the security role are allowed to access). Application record-level update rights are also honored. 

• Generative AI: The Record Access tab in Settings » Security » Roles now includes the Generative AI settings for Smart Summaries Access. Select these settings to allow access to the project or client Smart Summary for the specified security role. 

 

Planning

• When you select Planning in Reporting » Role Summary Report » Options » Report Options, the security settings from the Planning tab in Settings » Security » Roles display in the Planning section of the report.  

• If the Resource Planning module is enabled, the following settings are available on the Planning tab in Settings » Security » Roles and are included in the Planning section of the Role Summary report: 

  • Planning » General section: Allow Redistribute Hours option  

  • Planning » Resource Management section: Allow Changes to Any Plan and Assignment Dates in Resource and Project View When Plan Has Dependencies option.

  • Plan Expenses and Consultants in Calendar Periods subsection: This displays the selection of the related settings when Expense and/or Consultant Planning is enabled and Expense and/or Consultant Planning in calendar periods is enabled. 

  • Allow Changes to Plan Expenses in Calendar Periods 

  • Allow Changes to Plan Consultants in Calendar Periods 

Print Button Replaces Run Button

In the Reporting application, the Print button has replaced the Run button. The overall report generation process remains the same--you specify report options and then click Print to generate the report.

Project Earnings Report: New Biller Name Column Now Available 

You can now add a Biller Name column to the Project Earnings report, to display the names of the employees designated as the billers for the applicable work breakdown structure levels (project, phases, and tasks).

 

Role Summary Report: Dashpart Security 

The Role Summary report was updated to include the following dashpart and dashpart bases information. You specify these options on the Access Rights tab of the Roles form (Settings » Security » Roles): 

• Dashparts: Select the Full Access to All Dashparts option to grant full access to all dashparts for a specific role and have the Access Rights section of the Role Summary report list the setting’s selection. If you do not select this option, the role is granted access to specific dashparts and the Role Summary report includes a section named Dashparts, which lists the name, dashpart base, and dashpart type for dashparts assigned to the role.  

• Dashpart Bases: Select the Full Access to All Dashpart Bases option to grant access to all dashpart bases for a specific role and have the Access Rights section of the Role Summary report list the setting's selection. If you do not select this option, the role is granted access to specific dashpart bases and the Role Summary report includes a section named Dashpart Bases, which lists the names of the dashpart bases and the column access for the specified role.  

Employee Card Link Added to the Employee Info Bubble 

When you add, reassign, or reschedule assignments or distribute hours, you now have easy access to the employee card (Employee Card dialog box) in the Resource Planning applications. The dialog box provides more details about employees, such as their skills and credentials, project assignments, capacity (how busy they are), and past projects, so you have the information that you need to make well-informed decisions about employee assignments for a project.  

An Employee Card link now displays on the employee info bubble that opens when you click an employee name on the following dialog boxes in Resource View, Project View, and Project Plan: 

• Add Assignments dialog box

• Add Assignments to Selected Resource dialog box 

• Assign Resources to Project dialog box 

• Reassign dialog box 

• Reschedule Labor Assignment dialog box 

• Redistribute Hours dialog box 

• Fill Hours per Day dialog box 

Show Grouping Symbol Option Added to User-Defined Numeric Fields

Use the new Show Grouping Symbol option to display the thousands separator for a numeric value in a user-defined numeric field type. This option is available on the Field Settings dialog box in Screen Designer, for existing user-defined numeric fields, and for numeric type fields on the Field Settings dialog box that you access from the User Defined Fields for Transactions grid in Settings » Accounting » Transactions.

The Show Grouping Symbol option is enabled by default.

Advanced Vantagepoint Search Enhanced to Allow Multiple Conditions

The Vantagepoint Advanced Search feature now enables you to add multiple values to a search condition. You can use semicolons for any delimited value associated with Starts With, Contains, and Does not Contain operators.

For example, in the Search Criteria grid, you can add a field, select the operator Starts With, and then enter "a; b; c" to locate values that begin the letters a or b or c.

New Checkbox: Allow Access to PSALedger API 

In Settings » Security » Roles, a new Allow Access to PSALedger API checkbox displays on the Accounting tab in the Miscellaneous section if you have the Vantagepoint PSA module installed. This option applies if you use Deltek Unionpoint to integrate Vantagepoint with third-party, general ledger software (such as QuickBooks Online or Xero). 

Select this checkbox to give a role full access to the Vantagepoint PSALedger API, without requiring that the role have full access to all Vantagepoint menu items. (A role with full access to all Vantagepoint menu items automatically has full access to the PSALedger API.)

For more information about the PSA Ledger API, see PSA General Ledger API.

Automatically Populate Timesheets with Holidays and Approved Absences

To save time in entering timesheet data, you can now set up Vantagepoint to automatically populate new timesheets with holidays and approved absences. In Settings » Time » Time Categories, identify the time group to which you want to apply the following settings: 

• Select the Auto Add Holiday Hours checkbox in a time category row to automatically populate timesheets with holiday hours. To use this option, you must identify the holidays for the company and the required number of working hours for the employees. 

• If you use an approval workflow for employee absence requests, select Auto Add Approved Absence Hours in a time category row to automatically populate timesheets with approved absence request hours. When you select this checkbox, specify the absence accrual code to associate with the time category in the Absence Accrual Code Used To Update Timesheet And Plan field. 

In My Stuff » Timesheet, employees can update their timesheets to manually edit or delete the autopopulated values.

User Activity Utility Is Now Available in the Browser Application (Opt-In Available) 

In earlier Vantagepoint versions, the User Activity utility was available only in the desktop application under Utilities » Analysis.

Now, the User Activity utility is available as an opt-in feature in the browser application under Utilities » Analysis, if you enable it in Settings » General » Opt-In Features. When you enable the utility in the browser application, the User Activity utility in the desktop application is no longer available. If you do not opt in to use the User Activity utility in the browser application, the utility is still available in the desktop application and works the way that it always has.

The User Activity utility in the browser application tracks the date and time that users log in to and out of Vantagepoint and the applications that they access in the browser and desktop applications while logged in. The utility also tracks when users log in and out of the Vantagepoint Mobile applications and when integrations with other Deltek and third-party software occur; it does not track the applications accessed in Mobile applications or during integration activity.

User activity in the User Activity grid that is older than 30 days is automatically removed from the grid each day. You can delete user activity from the User Activity grid based on a date range that you specify or delete individual activity rows in the grid.

The following items in the User Activity utility in the desktop application are not available for the utility in the browser application:

• Refresh tool (Use your browser's Refresh icon to update the information in the User Activity grid instead.)

• Enable User Activity checkbox

• Process Server checkbox

• Application Server field  

• Queue Name field  

• Process ID field  

• Thread ID field 

After you opt-in to use the User Activity utility in the browser application, you can reverse the opt-in setting and use the utility in the desktop instead. 

For more information about the utility in the browser application see: User Activity Utility (Opt-In Available).

Defect 2089229: When you retrieved a record from the CFGTKEmployeeGroup table using the Vantagepoint API, it returned the code and description field without considering the Company value.

Defect 2136062: When you used Ask Dela to send a project status email message, the Subject line displayed HTML tags instead of plain text.

Defect 2103918: When you tried to preview a draft invoice as an RTF or Word file, the Batch Billing form displayed a spinning wheel and was unable to generate the file.

Defect 1972957: Unit descriptions entered in My Stuff » Timesheet displayed with HTML tags on the Billing Unit Modify dialog box in Interactive Billing.

Defect 2068947: On the Labor tab, when you used the Export option on the Labor grid toolbar to download data as an Excel file, you received a "Font size is out of range" error message if the Comment field for a labor row had data in it.

Defect 2072005: This issue occurred if you had Print Invoice Number on Draft Invoice set to No in Settings » Billing » Options. After invoice numbers were assigned to invoices in Interactive Billing, if you changed Print Invoice Number on Draft Invoice to Yes, the assigned invoice numbers did not display on draft invoices when you previewed them on the Interactive Billing form using the Print action, or on the Draft Preview tab of the Interactive Billing form.

Defect 2086754: When you tried to delete records from a hub with Audit Trail enabled, you received an error message.

Defect 2075186: When you changed the value of the Client Location field on the Firm Address dialog box, you received this message: "You have modified the Firm Address for this Contact."

Defect 1742371: When you tried to search for an employee in the Employees hub, the Employee Number field on the New Employee Search dialog box did not have comparative operators.

Defect 1934708: Previously, if you selected a state in the Banking Information field on the Vendor tab of the Firms form and that state had the same abbreviation as another state in a different country, Vantagepoint would sometimes save the wrong state. For example, the state of Washington in the United States had the same code WA as the state of Western Australia in the country of Australia.

Defect 1973877: When you tried to add a new firm to a hierarchy and save your changes, you received the following error message: "Please provide a Status for table Firm."

Defect 2099373: When concurrent users accessed Hubs» Firms » Voucher Review and they selected a voucher from the grid, performance issues occurred.

Defect 2094974: When you navigated from an application in Hubs » Projects (such as Project Review), Vantagepoint did not apply the rule for collapsing and expanding the divider line based on the project stage.

Defect 2107013: Plans were loading slowly. Performance in this application has been improved.

Defect 2115975: When your role had limited record level access for projects, a performance issue occurred when you accessed the Plan form.

Defect 2082178: On the following dialog boxes, when you accessed a saved search that was created from generic resources, you received a "Conversion from string "" to type 'Date' is not valid" error message:

• The Reassign dialog box in Plan, Project View, and Resource View

• The Assign Resources to Project dialog box in Plan and Project View

Defect 2017927: When you added a phase/task in the Projects hub using detail view, all employee associations at the parent level were cloned to the new phase/task, affecting the loading performance of projects with a large team.

Defect 2027722: When the Project Manager field in the Summary Pane of a project record did not display a value, you were able to save the record even if the field was required. This issue occurred if you cleared the Project Manager value in the Role column or reassigned the Project Manager role to another employee in the Team Members grid.

Defect 2056406: When you created a new project and updated the team member's owner role to client project manager, the firm's role was blanked out.

Defect 2063024: When working in list view, if you attempted to modify a project with an asterisk next to the selection checkbox in the left column, you could not make any changes to the project.

Defect 2079469: On the Billing Client dialog box, the billing contact fields were incorrectly labeled as Client instead of Contact.

Defect 2104894: This issue occurred when, in an info bubble in the Linked Project field, you selected Open Project and then browsed to the next project. When you clicked the value of the Linked Project field on the second project record, the info bubble that displayed was the same as that displayed for the first project.

Defect 2127904: This issue occurred if your role was granted Add/Modify access rights to a project record. On the Competition tab of the Projects form, when you attempted to delete a row in the grid, you received this error message: "You do not have rights to delete this record."

Defect 2099100: When you enabled Sync for Contract Management on a database with the Report at Billing in Billing Currency option enabled, fee-related fields on the Billing Summary and Cost Summary dialog boxes from Project Review remained active. This caused a discrepancy between the Compensation and Contract tabs, even when you selected the Include In Fees checkbox.

Defect 2079326: When you deleted a user-defined hub, the displayed warning message previously lacked detailed information about potential references to that hub in other areas of Vantagepoint. The updated warning message now indicates that references to the user-defined hub must be manually removed from other areas of Vantagepoint.

Defect 1383216: The application tabs selected in Setting » Security » Roles were not consistent with the application access rights displayed in the Roles Summary Report.

Defect 1749249: When you ran a custom report and your role had access only to the Reporting application and the custom report, you received the following error message: "You do not have access."

Defect 1953352: When you tried to sort the Resource Utilization by Organization report by Labor Category, the report did not sort correctly if the database did not have Organizations enabled.

Defect 1984684: When you planned expense and consultants at phase/project levels in a project with WBS3s, they were not accounted for in several project reports.

Defect 1823739: When you initiated multiple timesheet postings simultaneously, duplicate primary key numbers were created in the LD table.

Defect 1887333: When you submitted a draft invoice for approval in a single company database, the approver did not receive an action item in the Notification Center.

Defect 2058187: When you processed a manual payroll payment run, you encountered an error when you changed the bank code and then changed it back to the original bank code.

Defect 2098341: When you used a proposal template with multiple pages enabled, the multipage feature was not picking up the pages on the template correctly.

Defect 2074129: When you entered a dollar amount with values to the right of the decimal point (cents) in a User Defined Currency Type field, the tenths value was replaced with the value in the ones decimal place.

Defect 2116277: In the Edit All Resumes section of the Edit Resume Text dialog box, there was no unit indicated when you tried to specify a value for the Font Size option.

Defect 2071634: In the Line Items grid, when you entered a number on a purchase order in row 2 or higher with the Qty Accepted column sorted, another purchase order was selected and the quantity value was duplicated.

Defect 1897763: When you deleted a user-defined Employees hub field that was used as a Resource Management search field, the Resource View and Project View forms had issues loading and displayed a "Please Wait" message.

Defect 2079370: When you expanded a resource assignment row, the project's thumbnail image did not display. 

Defect 2069562: When you restricted a field in the Employee Screen Designer, such as the Location field, the restricted field value was still visible when you tried to search for an employee in the Search bar.

Defect 2091269: When you navigated to Settings » Accounting » Time Analysis in EN-International Language, only two default Time Analysis report column descriptions displayed instead of the expected five for newly built databases.

Defect 2105927: When you ran an analysis cubes refresh and an invalid character was found in the label of a user-defined field with the Available for Cubes option enabled in Screen Designer, Vantagepoint disabled this option to prevent failures. However, Vantagepoint did not re-enable the Available for Cubes option for the affected user-defined field after the analysis cubes refresh was completed.

Defect 2128226: In the Screen Designer for the Activities hub, the Add Workflow Button option in the Other Actions drop-down menu was displayed when it should not have been.

Defect 2035423: When you enabled the Enabled Revenue Categories setting in Settings » Accounting » Revenue, the revenue category labels for Category 4 and Category 5 were not displayed on the Labels form. 

Defect 2122004: When you opened the Estimates form, the initial values took time to load and the spinning wheel indicator was not displayed.  

Defect 2016128: On the Overview tab of the Roles form, when Selected Organization displayed in the Organization Record Access field and you clicked the down-arrow in the field, no organizations were selected on the New Search dialog box or you received an "Incorrect Syntax" error message.

Defect 2022177: This issue occurred in User Initiated Workflows and Scheduled Workflows. When you copied a workflow with multiple actions, deleted an existing action, and then viewed the conditions of the remaining actions, the Conditions dialog box did not display the conditions. However, the conditions displayed when you refreshed the form.

Defect 2060128: When you scheduled a workflow, the form automatically refreshed and no scheduled workflow was selected.

Defect 2062405: When you saved an Email Alert action in Workflows with an email subject exceeding 100 characters, a warning message displayed stating 'EmailSubject: the value is greater than 100 in length. Value Trimmed.' If part of the inserted field was truncated, the Workflow screen did not load correctly and the email message was not sent.

Defect 2008307: In the Project Information grid of the AP Invoice Approvals form, you were able to select a dormant phase or task.

Defect 2115871: When you added a row in the Project Information grid on the AP Vouchers form and saved the changes, you received this message: "Field UnrealizedGainAccount has been secured for your Role." This issue occurred when you edited the Accounting dashboard before you made changes on the AP Vouchers form.

Defect 2063972: When you clicked the +New Invoice button to add another record to an existing Invoice file, the Search Navigation control was, incorrectly, enabled.

Defect 2101705: When you tried to provision Vantagepoint Connect for Outlook and clicked the Configure Connect button, the process did not complete and you received the following error message: "The given key was not present in the dictionary."

Defect 2115852: This issue occurred when the OAuth Proof Key for Code Exchange (PKCE) setting was enabled in Salesforce. When you clicked the Connect button on the Salesforce form, Vantagepoint should have displayed an error message about a missing required code.

Defect 1721367: This issue occurred when you entered a project in the Project field, that project had a phase and task, but you left the Phase and Task fields blank. When you added another row to the Combining Records grid and entered the same project in the Project field, an error message displayed when you tried to enter a phase and task in the Phase and Task fields.

Defect 1923606: When you used the utility to change the projects' Allocation Method option to Use Revenue Forecasts for more than one record, the Revenue Forecasts application in Hubs » Projects » Revenue Forecast continuously displayed 'Please Wait' after the update.