WorkBook Releases

Features and Enhancements

This topic includes details about the new features and enhancements in WorkBook Release 13.1.

CRM

Set Gross Revenue as a Required Field on Pipeline

If a net revenue amount is added to the pipeline, a gross revenue amount is now also added, to equal the amount of the net revenue, unless the gross revenue amount is already set.

Finance & Administration

Creditor Invoices - Voucher Approval Log Columns Added to Creditor Invoice Subgrid

The following voucher approval log columns are added to the Approval tab of the Creditor Invoice subgrid:
  • Added by - Resource, date and time of addition
  • Removed by - Resource, date and time of removal

General

About WorkBook Page Redesign

The About WorkBook page is redesigned, with its layout and content revised to reflect Deltek's acquisition of WorkBook. The Deltek WorkBook banner with the correct WorkBook version number is added.The list of third-party acknowledgments is updated.

In addition, links have been added to the WorkBook Information Center, the product portal, online help, release notes, and for contacting support.

Online Release Notes
You can now access an online version of the Release Notes, presented in the same online help format that you are already familiar with. (This version is in addition to the PDF version.) You can access this online version from the following places:
  • The About WorkBook page
  • The WorkBook Information Center

Note that there is a brief lag between the time that the software is released and the PDF version of the Release Notes is published and the time that the online version of the Release Notes is made available. This is necessary because the online version is created and published separately, in a different tool.

Obsolete Data Import Functionality is Removed
Some obsolete objects related to the data import functionality are removed: an unreleased page from the front end, some obsolete tables from the database, and some obsolete endpoints from the API. The detailed lists follow.
  • Unreleased Page Removed:
    • Settings > Import > Data Import Setup
  • Obsolete Tables Removed:
    • DataImportHistory
    • DataImportColumnTransform
    • DataImportColumn
    • DataImport
    • DataImportTarget
  • Obsolete Requests/Routes/Verbs Removed:
    • DataImportTargetsRequest
    • Route: /api/DataImport/Targets
    • Verb: GET
    • –
    • DataImportTargetRequest
    • Route: /api/DataImport/Target/{Id}
    • Verb: GET
    • –
    • DataImportTargetColumnsRequest
    • Route: /api/DataImport/Target/{Id}/Columns
    • Verb: GET
    • –
    • DataImportsRequest
    • Route: /api/DataImport
    • Verb: GET
    • –
    • DataImportPatchRequest
    • Route: /api/DataImport
    • Verb: PATCH
    • –
    • DataImport
    • Route: /api/DataImport
    • Verb: POST
    • –
    • DataImport
    • Route: /api/DataImport
    • Verb: PUT
    • –
    • DataImportRequest
    • Route: /api/DataImport/{Id}
    • Verb: GET
    • –
    • DataImportRequest
    • Route: /api/DataImport/{Id}
    • Verb: DELETE
    • –
    • DataImportColumnsRequest
    • Route: /api/DataImport/{Id}/Columns
    • Verb: GET
    • –
    • DataImportColumnRequest
    • Route: /api//DataImport/Column/{Id}
    • Verb: GET
    • –
    • DataImportColumnRequest
    • Route: /api//DataImport/Column/{Id}
    • Verb: DELETE
    • –
    • DataImportColumn
    • Route: /api/DataImport/Column
    • Verb: POST
    • –
    • DataImportColumn
    • Route: /api/DataImport/Column
    • Verb: PUT
    • –
    • DataImportColumnTransformsRequest
    • Route: /api/DataImport/Column/{Id}/Transform
    • Verb: GET
    • –
    • DataImportTransformsRequest
    • Route: /api/DataImport/{Id}/Columns/Transform
    • Verb: GET
    • –
    • DataImportTransformRequest
    • Route: /api/DataImport/Column/Transform/{Id}
    • Verb: GET
    • –
    • DataImportTransformRequest
    • Route: /api/DataImport/Column/Transform/{Id}
    • Verb: DELETE
    • –
    • DataImportColumnTransform
    • Route: /api/DataImport/Column/Transform
    • Verb: POST
    • –
    • DataImportColumnTransform
    • Route: /api/DataImport/Column/Transform
    • Verb: PUT
    • –
    • DataImportHistorysRequest
    • Route: /api/DataImport/{Id}/History
    • Verb: GET
    • –
    • DataImportHistoryRequest
    • Route: /api/DataImport/History/{Id}
    • Verb: GET
    • –
    • DataImportUpload
    • Route: /api/DataImport/{Id}/Upload
    • Verb: POST
    • –
    • DataImportUploadStorage
    • Route: /api/DataImport/{Id}/UploadStorage
    • Verb: POST
    • –
    • DataImportDataHistoryRequest
    • Route: /api/DataImport/Data
    • Verb: GET
    • –
    • DataImportTestRequest
    • Route: /api/DataImport/Test
    • Verb: POST
    • –
    • DataImportDoRequest
    • Route: /api/DataImport/Do
    • Verb: POST

Session Notifications Reliability Improvements

The way that WorkBook handles large volumes of notifications has been improved-for example, when users are notified simultaneously about data changes made by other users.

Wijmo Framework Updated

The Wijmo framework is updated from version 5.20183.598-rc to version 20212.812.

Jobs

Costing Code Column Added
A Costing Codes column has been added to the following Job List views to show the costing code assigned on jobs:
  • Simplified Job List
  • Job List (1)
  • Status Report (2)

This column has also been added to the tasks grid.

Improved Performance of Job Key Figures Recalculations

Recalculation of Job Key Figures-time entries, material entries, and creditor entries-has been improved. These recalculations are now up to 15% faster.

Reports

Report 263 (Employee Holiday and Flex) - General Improvements on Report Generation

When you generate Report 263 it displays only resource information that is based on your cross-company access setting Access to Employee.

Resources

Employee Card - Prevent Disabling of Employees who have not Entered Time or who have their Time Entries Approved

Because open time entries made by disabled employees can cause issues, an additional barrier for disabling employees is added. To deactivate employees, they must now complete their timesheets for all past dates in open accounting periods, and all time entries must be approved, which is similar to other cost entry types such as expense and mileage.

Tip: While this is only performed for employees who must enter timesheets, it can also potentially affect employees who cannot log in to WorkBook, as well as Group Scheduling Resources, if they are set to enter timesheets. To avoid this, disable the User Must Enter Timesheet option to skip the check on time entries if, in fact, these employees are not required to enter time entries.

Days that have incomplete time entries are for all open accounting periods for the Company, even if they do not appear on the missing time entries page for the user.

Scheduling

Task Matrix - Allow Adding Employees to Tasks that They are already On

WorkBook provides multiple ways to add employees to tasks. One limitation was the inability to add an employee who was already on a task, which was not necessarily obvious from the dialog. When there is no particular reason to prevent an employee from being added to the task, increasing the number of hours that the employee is already booked on that task is often appropriate. When you increase the hours, a message is shown that specifies how many hours that employee was already booked on for that task, in case that is not what you wanted.

There is a limitation to this feature regarding employees who are marked as done. If the hours that are added are provided through automatic booking (just increasing the number of hours for which the employee is booked), you can add the hours, and the employee is marked as active on the task. However, if manual booking exists on that employee, or you want to add manual bookings, it is not clear how the original hours must be handled. As a result of this situation, dialogs might not allow adding hours to an employee who is marked as done. Addressing this issue is under discussion.

Attention: This functionality is also added to the Calendar and Timeline Calendar views.

Tasks - Improved Performance of Task Deletion

Performance of task deletion has been improved. Deleting a task is now up to 25% faster.

Settings

System Variables - System Variable 302 has been Removed

System Variable 302 (WorkBookAutoUpdate) has been removed because automatic update of WorkBook systems is not currently supported. Applying updates requires manual actions. You should plan updates with Deltek staff (for hosted systems) or internally (for on-premises systems).

System Variables - System Variable 883 has been Removed

System Variable 883 (PaymentScheduleInvoiceNotificationOnJob) has been removed because it was not functional. The existing Agent Type 103 provides the same functionality. Agent Type 103 is documented in Knowledge Base Article (KBA) 105024, Agent Type 103 – Notification: Price Quote Payment Scheme Send Simple Reminder, in the Deltek Support Center.

Tasks

Task Card - Task Resources - Search Field Added

A search field is added to the task resources page for task resource list and matrix views. This search field works similarly to search fields on other grids elsewhere in WorkBook.

Time & Expense

Time Entry - Red Background for Invalid Costing Codes

When a costing code setup is invalid for a time entry, the costing code is shown with a red background. The costing code column can also be shown with a red background if a Company's setup requires that a costing code must exist on tasks and/or jobs, but there is no costing code for the time entry.

Only customers who use costing codes are affected by this enhancement.

Company Variable 73 determines the marking of time entries that do not have associated costing codes.

Timesheet upon Login Popup Window - Maximize / Restore Option

You can now use the maximize / restore window size option on the Timesheet upon Login pop-up window.

User Interface

Inbox Contents - Inbox Redesign

The inbox contents padding/spacing has been increased between header titles, drop-downs, and icons. The Classic Style and Modern Style conversation options have been merged into a cleaner, fresher style known only as the Modern Style. Within the card left navigation toolbar, the available options/icons now appear in a darker color when selected. This color is consistent with the default or the selected color recipe. This provides better visibility.