WorkBook Releases

Known Issues

This section contains information that you should know about issues that are not yet resolved.

Finance & Administration

Copy/Reverse Function does not Validate Costing Codes

  • Deltek Tracking No. 513036
  • Description: When you copy/reverse a voucher with a job that has a job or task selected, the Costing Codes on the job or task are not validated. This happens regardless of the value of Company Variable 73.

Creditor Invoices - Costing Codes do not Validate Creditor Invoices

  • Deltek Tracking No. 513035
  • Description: When you create a voucher with a purchase order, change the job in the voucher lines, or change the task in the voucher lines, the Costing Codes on the job are not validated. This happens when Company Variable 73 is set to 1 or 2.

Jobs

Jobs - Reviews - ConceptShare - Integration not Working Correctly

  • Deltek Tracking No. 513001
  • Description: When you edit a review and then try to add a reviewer who is not a resource added to the Project, the reviewer is not added. An error might also occur when you do a soft refresh after adding the reviewer to the review. In addition, the Auto Approve rule does not work.
  • Customers Impacted: Customers who use the WorkBook / ConceptShare integration.
  • Workaround before Fix: Add the user to the project via the ConceptShare web site instead of via WorkBook.
  • Additional Notes: If you edit a review and then add a user who is already part of the Project, the user is added to the review.

Settings

Company Variables - Company Variable 73 not Working Correctly

  • Deltek Tracking No. 513006
  • Description: When Company Variable 73 is set to 1 or 2, the expense type setting for the Costing Code is not validated on both jobs and tasks. This means that jobs and tasks that contain Costing Codes that do not allow the expense type entry are not filtered out of drop-down lists.

Time & Expense

Additional Issues for Costing Codes Time Entry Validation

  • Deltek Tracking No. 513026
  • Description: The following additional issues exist for Costing Codes time entry validation:
    • Timesheet - When you use the Change Task option for an existing time entry, you can change the task to one where the Costing Code does not allow time entries because the Change Task dialog does not filter out those tasks.
    • Task Card - Conversation - When you make a comment on a task conversation and include a time registration with the comment, you can do that on a task where the Costing Code does not allow time entries.
    • Jobs - Job Chat - When you make a comment in a job conversation and include a time registration with the comment, you can do that on a job where the Costing Code does not allow time entries.
    • Time & Expense - Timesheet - Shortcut (Context) Menu - When you use the Copy Time Sheet from a Previous Week to Current Time Sheet option from the shortcut menu, there is no validation on the lines that are added, which can result in jobs or tasks with Costing Codes that do not allow time entries appearing on the timesheet.
    • Time & Expense - Timesheet - Shortcut (Context) Menu - When you use any of the Add Task options from the shortcut menu, there is no validation on the lines that are added, which can result in jobs or tasks with Costing Codes that do not allow time entries appearing on the timesheet.
    • Time & Expense - Timesheet - Suggestions - When you use the Suggestion tab, jobs with Costing Codes that do not allow time entries are shown.
    • Tasks - To-Do - Tasks - Grid View - When you right-click in the grid and choose the Create Time Entry option, the dialog does not filter jobs or tasks correctly where the Costing Code does not allow time entries.
    • Add Entry - Time Entry - The Create Time Entry dialog does not filter jobs or tasks correctly where the Costing Code does not allow for time entries.