Software Issues Resolved

This section contains descriptions of the software issues that have been fixed in this release.

CRM

Pipeline – When You Modify the Grid to Use Two or More Levels, Type Icon is no longer Visible

Deltek Tracking No. 506618
Description: When you added two or more groupings, the pipeline type icon was no longer visible.
Workaround before fix: Move the Type column to another position, rather than the first column in line.

Email

Drafts – Typo in Danish Translation

Deltek Tracking No. 508927
Description: In email drafts, a typo existed in Danish in the Compose New Email window, where Email Skebeloner was displayed, rather than Email Skabeloner, which is what should have been displayed.

Finance & Administration

Accounting Periods Created on Leap Years Had 13-Month Periods

Deltek Tracking No. 510549
Description: Accounting periods that you created on leap years had 13-month periods. WorkBook now accommodates leap years, and accounting periods always have 12-month periods.

Bank Reconciliation – Entries on Bank or Import Side are not Removed when You Approve Eliminations

Deltek Tracking No. 509478
Description: Sometimes when you approved eliminations in reconciliation, the eliminations were not removed from the grid, and you could no longer select or change them.

Chart of Accounts – Error in Data Output for Work in Progress (WIP) to Financial Reconciliation, Aged List Report (Report 303)

Deltek Tracking No. 507492
Description: Report 303 does not place WIP values into specific months; instead, it groups values into 30-day intervals. This means that data is never reflected on the report in calendar months, and yields incorrect report values. To address this, a new report, WIP Aging by Month (Report 580), is added. This new report shows amounts based on months.
Customers Impacted: All customers who use Report 303 for WIP reporting on a monthly basis.
Additional Notes: If you use WIP reporting to see the WIP values on a monthly basis, you now want to use Report 580 instead of Report 303. If you use WIP reporting to see the WIP values on a 30-day period, you want to continue using Report 303.
Report 580 is nearly identical to Report 303 in design and usage. The calculation of Report 580 splits the WIP into a monthly aging, rather than a 30-day split aging. Both reports show the same data, just divided slightly differently. Another change on Report 580 is the inclusion of fewer parameters; Show Data Only for Current Company and Show Data for Selected Company are removed.

Chart of Accounts – Grid Jumps to Line One after Editing

Deltek Tracking No. 508200
Description: When you edited the details of an account, the grid sometimes jumped to the top of the grid.

Chart of Accounts – Tabs Disappear and Reappear

Deltek Tracking No. 507690
Description: When you resized and then refreshed the browser window, tabs or drop-down list fields randomly disappeared and reappeared.

Cost Entry – Mileage Entry – Changing Company does not Display Correct Resource List

Deltek Tracking No. 508286
Description: When you changed the Company, the resource list was not updated, and it only showed the employees in the first Company.
Workaround before fix: Select the check box to show inactive resources. You can toggle it off again as needed, but it will trigger the sidebar to reload.

Cost Entry – Timesheet – No Activities Available in Timesheet when Company Variable 68 is Enabled

Deltek Tracking No. 506525
Description: When Company Variable 68 was enabled, and an Admin or Advanced User with Finance access tried to change the activity of a time entry owner who belongs to a different Company, no activities were available in the drop-down list.

Creditor Invoices - Warning Message when Associated Approver Tries to Approve the Voucher

Deltek Tracking No. 508745
Description: When an associated approver of a voucher approved it, a message was displayed that indicated that that user was not an approver for that voucher.

Creditor Invoices – Creditor Invoices are Required to Balance even when System Variable 197 is Disabled

Deltek Tracking No. 508661
Description: Creditor Invoices were still required to balance before being sent to Status-20, even when System Variable 197 (Allow Creditor Invoices to Balance before Sending Them to Status-20) was disabled.

Creditor Invoices – Creditor Number Missing from Creditor Search Field

Deltek Tracking No. 506761
Description: The creditor number was missing from the Creditor field in the filter sidebar.
Customers Impacted: Customers who use versions since at least 12.1.81 might be affected by this issue.

Creditor Invoices – Invoices Showing Incorrect Error Message

Deltek Tracking No. 508597
Description: You received a misleading error message in creditor invoices.

Creditor Invoices – Request Times Out when Creating Multiple Invoices Simultaneously

Deltek Tracking No. 508646
Description: When you used an automated process to create multiple creditor invoices, the request timed out when creating several invoices at a time.

Creditor Invoices - Resubmitting a Rejected Voucher Sets it to Status-50 instead of Status-20

Deltek Tracking No. 509555
Description: When you resubmitted a rejected voucher, it skipped the approval if approval role 1, 2, 3, 4, 5, or 6 was applied, and there were approvers who were set to skip approval if the minimum number of approvers was met.
Workaround before Fix: Creating another voucher and deleting the old voucher enables you to send the voucher for approval again.
Additional Notes: Approval roles 1, 2, 3, 4, 5, and 6 are as follows:
1. Purchase Order Responsible
2. Project Manager on Job
3. Account Manager on Job
4. Sales Responsible
5. Production Manager
6. Account Manager on Customer

The minimum number of approvers is defined in System Variable 761.

Creditor List - Check Archive - Negative Credit Note or Check Printed but Cannot be Voided

Deltek Tracking No. 510864
Description: WorkBook allowed you to create and print a negative credit note or check. You could not void it.

Debtor Invoices – Debtor Invoice View not Updated Correctly after Change to Sales Invoice

Deltek Tracking No. 507944
Description: When you changed values on a sales invoice, the debtor invoice view for draft invoices was not updated correctly.
Workaround before fix: Refresh the page.
Additional Notes: This does not always show correctly for Status-10 sales invoices because not all values on these are calculated before approval of the sales invoice.

Debtor List – Deleting a Debtor Used on a Price Quote (PQ) is Allowed

Deltek Tracking No. 508658
Description: When you tried to delete a debtor that was used on a PQ, WorkBook allowed you to. Now you are blocked from deleting the debtor, and WorkBook tells you the IDs of the PQs on which the debtor is in use.

Debtor List – Communication Log Comments Disappear

Deltek Tracking No. 507967
Description: Your communication log comments could disappear, especially if connectivity was lost.
Customers Impacted: Customers who use versions 12.0 and newer.
Workaround before fix: Refresh or reload the page, then enter the text again.
Additional Notes: This issue occurred especially when you lost connection and tried to enter text on a line that someone else had edited.

Debtor List – Remainder Handling – Error when Trying to Finalize Remainder that another User just Finalized

Deltek Tracking No. 509777
Description: When you tried to finalize a remainder handling that another user just finalized, an error occurred.

Expense Entry - Receipts - Error when Previewing / Uploading Receipts

Deltek Tracking No. 501646
Description: When you tried to preview or upload receipts or vouchers in specific file formats—such as JPG, PNG, or PDF—on Finance & Administration > Expense Entry > Receipts, and you selected a specific entry, the following system error occurred on the page: Object name: MagickImage.

General Ledger – General Reporting – Report 436 (Change Log Report) – Does not Include Name of Updated Resource

Deltek Tracking No. 508128
Description: When you generated Report 436 for the Employee Company-Specific Settings log type, the name of the resource that was updated was not shown.

General Ledger – Net Revenue Forecast (NRF) – Billing Plan Amount Shown in Wrong Month if Overdue

Deltek Tracking No. 506990
Description: The NRF showed the billing plan amount in a specified month, or the first month, if overdue.

General Ledger – Net Revenue Forecast (NRF) – Does not Save Manual Edits

Deltek Tracking No. 502787
Description: When you edited the amounts manually, the NRF did not save them, even if negative, and the setup allowed it.

HMRC VAT Returns – Missing Reason when the Synchronize Button is Disabled

Deltek Tracking No. 507674
Description: When you logged in with invalid credentials, there was no indication why the Synchronize/Download Obligations button was disabled.
Now when you hover over the button, a tooltip indicates that your credentials are invalid.

HMRC – Net Sales Value of Your Services to Others does not Appear in Box 6

Deltek Tracking No. 508625
Description: If you used the Reverse Charge Values of Services Supplied by You configuration in VAT code combinations, the value that was calculated as the net sales values of those services did not appear in Box 6 (Total value of sales and all other outputs excluding any VAT).

Journals – Null Reference Exception Error when Opening File

Deltek Tracking No. 504322
Description: When you downloaded and opened a file from the journal entry line in Finance & Administration > General Ledger > Journals > Journal Entry when System Variables 950 and 953 and journal sequence were not set up correctly, an error occurred.
Workaround before fix: Set up System Variable 950 to default to 3 and System Variable 953 to default to none. Set up journal types with the selected sequence. Do a hard refresh and download the file on the journal entry line.

Open Timesheet Entries - You Cannot Enter Characters in Search Field

Deltek Tracking No. 510010
Description: When you tried to use the Search field, it became locked and unusable.

Revenue Forecast (RF) - RF does not Match Approved Billing Plans

Deltek Tracking No. 509150
Description: When there were different Price Quotes per month, the RF did not match the approved billing plans.

Settings - Databoards - DCEGrid View - You Cannot Use the Color Functionality to Change Cell Color

Deltek Tracking No. 509169
Description: When you tried to change the color of a cell under any specific column in DCE Grid view, you could not do so because the DCE Grid view editor was not functioning correctly and had not been maintained appropriately.

Time Entry Price Update - Timeout Error Message

Deltek Tracking No. 509103
Description: When you tried to update the cost and sales price, you sometimes received a timeout error message.

Timesheet – Daily View Tab – Selected Date does not Match Header Date

Deltek Tracking No. 509461
Description: When you used WorkBook in a time zone that is different from that where the server is located, the header in the daily view did not show the date that was selected in the list.

Timesheet – Weekly View – Imported Time Entries are Displayed Incorrectly

Deltek Tracking No. 502371
Description: When you viewed imported time entries with an incomplete/broken sequence, those time entries appeared incorrectly.
Customers Impacted: Customers who import time entries with a sequence attached to them, leaving gaps in the sequence. This bug was especially visible for sequences without records for the first day of the sequence, and where a sequence overlapped with multiple weeks.
Workaround before fix: Deltek Customer Support can apply a script to the database to add the missing records to the imported sequences. You must contact Customer Support to request the creation and application of this script.

Inbox

Conversations – Mentioning a Resource does not Trigger an Email

Deltek Tracking No. 506698
Description: When you mentioned a resource, no email was triggered or received in the user’s Outlook email.

Conversations – Update Task Conversation – Background Processes Fail

Deltek Tracking No. 490779
Description: When you updated a task conversation, for example adding resources, some background processes randomly failed, and pop-up information or errors appeared.

Notifications – Canceling Absence Request does not Trigger Notification

Deltek Tracking No. 506457
Description: When you were an approver of absences, and an author of an absence request canceled that absence request, you did not receive a cancellation notification.
Customers Impacted: Approvers of absences.
Additional Notes: The initial issue was that you as an approver only received a cancellation notification if the author of the absence request cancelled the request while it was still awaiting approval. If you had already approved the request, and then the author cancelled it, you did not receive the notification.
In addition, the cancellation notification showed that “the author has already seen the latest comment,” which was incorrect because the author did not receive the cancellation notification. This has been corrected, and now shows that the author “has not seen the latest comment” when the notification is first received.

Notifications – Job Creation – Folder Creation Failure

Deltek Tracking No. 503296
Description: When you created a job on a new client, you received a message in your inbox saying that the job was created, but creation of the job folder failed.

Notifications - Task Overuse Notification Removed

Deltek Tracking No. 500165
Description: When you received the Task Overuse, More Time Entered than Planned on Task notification in your inbox, the notification was blank, with the message Please Complete this Task in V8. This agent/notification is now removed from WorkBook.

Jobs

Briefings – Hyperlinks Open a New Page with Access Error

Deltek Tracking No. 507820
Description: When you edited a briefing and created a hyperlink, clicking that hyperlink opened a new window with an error message, instead of bringing your view back to a specific section in the briefing itself.

Costs - Adjustments - Extra/Discount Adjustments do not Affect Accrued/Deferred Column

Deltek Tracking No. 508628
Description: When you adjusted extra/discounts, that was not reflected in the Accrued/Deferred column in the Details view.

Costs - Adjustments - Accrued/Deferred Column is Updated Incorrectly

Deltek Tracking No. 511319
Description: When you edited the New P/L Value or New Adjustment columns, the Accrued/Deferred column was not updated with the correct value.
Customers Impacted: Customers who have set System Variable 971 to 2 – Job Adjustment Method: P/L Method.

Costs – Change Task Dialog is Missing Description of Functionality

Deltek Tracking No. 506436
Description: When you changed the task that was assigned to a time entry, the Change Task dialog did not provide a clear description of that functionality.
Additional Notes: The Change Task dialog displayed a message saying that the selected task would be applied to all of the tasks in the seven-day sequence.

Costs – Hours – You can Make Changes in the Grid with Read-Only Access

Deltek Tracking No. 509809
Description: When as an Advanced User you navigated to a page to which you had read-only access, you could make changes to the values in the grid.

Costs – Purchases – Move Job Voucher – No Prompt for Finance Account when Expenditure Account Needed

Deltek Tracking No. 508930
Description: When you moved a voucher with no finance account to a job where the expenditure account was set to Needed, WorkBook did not block the operation.

Costs - Summary - Activity Based on Cost - Shows Purchase Sales Value instead of Purchase Cost Value

Deltek Tracking No. 509540
Description: In the Simple View - Activity Based on Cost, the Purchase Cost column displayed the Purchase Sales Value, instead of the Purchase Cost Value.

Costs – Summary Based on Phase – Extra Values from Price Quote (PQ) Included in Quoted Internal Cost

Deltek Tracking No. 509260
Description: When you looked at the Summary Based on Phase view, the Extra values from the PQ were added into the Quoted Internal Cost column.

Costs – WIP Adjustments – Approval, Rejection, or Deletion of Adjustment not Shown in User Interface (UI) until Refresh

Deltek Tracking No. 506509
Description: When you approved, rejected, or deleted an adjustment, the change was not always shown in the WorkBook UI without a soft refresh.

Duplicate Job – Error when Trying to Duplicate Job

Deltek Tracking No. 507627
Description: Moving off the page while duplicating a job might cause an error.

Invoices – Bank Details Missing on Invoices

Deltek Tracking No. 504199
Description: When an invoice was approved, the bank details were not applied correctly if the setup included an empty string.
Customers Impacted: Customers who have been using older versions of WorkBook—such as Version 8—could experience incorrectly formatted blank texts causing this bug.
Workaround before fix: Enter something in the setup, and then delete it again.

Invoices – Cannot Finalize Invoice after Job End Date

Deltek Tracking No. 497829
Description: When you tried to finalize an invoice that had an invoice date after the month of the job end date, and System Variable 1027 was set to 1, the record was not invoiced, and WorkBook displayed message 63004: The invoice date lies after the job end date on job <job number>. This option is not allowed according to the system variables.

Invoices – Changing Type does not Update the Title

Deltek Tracking No. 504567
Description: When you changed an invoice type, its title stayed the same.

Invoices – Changing Type to Partial Causes Credit Note not to be Posted

Deltek Tracking No. 496792
Description: When you changed the invoice type of a main invoice to Partial Invoice, the resulting credit note was not posted directly to P/L.

Invoices – Create Draft Email with PDF Attached – File Name is Cut Off

Deltek Tracking No. 505239
Description: When you tried to create a draft email with an invoice attached as a PDF file, the report file name was cut off if the report name contained a dot (period).

Invoices – Create New Invoice – Copy Data from Expenditures from the Current Job – You can Edit the Grid

Deltek Tracking No. 508545
Description: When you right-clicked on the Insert Costs grid, WorkBook allowed you to insert, duplicate, and delete rows.

Invoices – Footer – Total Does not Include VAT Amount and only Reflects Net Amount

Deltek Tracking No. 507309
Description: When you viewed the footer, the Company amount was displayed as Total, instead of Net, even though the VAT was not included.

Invoices - Header - Billing Address - Incorrect Billing Address is Inserted

Deltek Tracking No. 504189
Description: When you approved a sales invoice that did not have an address label, WorkBook inserted an incorrect billing address.

Invoices – Open Invoice List – Incorrect Values and Empty Values Displayed for Invoices

Deltek Tracking No. 507072
Description: When you opened the invoices list, incorrect or empty values were displayed for invoices.

Invoices – Partial Invoice – Toolbar Icon Tooltips not Displayed

Deltek Tracking No. 507285
Description: When you hovered over the icons on the Partial Invoice toolbar, the tooltips were not displayed.

Invoices – Phases – Editing Description Deletes Text

Deltek Tracking No. 507765
Description: When you edited the description for an invoice phase, the text disappeared/was deleted.

Invoices – Sales Tax Error from Empty Lines

Deltek Tracking No. 508213
Description: If you ran the tax on an invoice and tried to finalize it with a line that was empty, it failed with an unrelated message.

Jobs List - Jobs List View Becomes Unavailable to some Advanced Users with Full Access after Update to Release 12.2

Deltek Tracking No. 510304
Description: When Advanced Users whose access roles did not have any access to settings pages navigated to the job book, they could not access the Jobs List (1) view, and WorkBook displayed a pop-up message about having no access to any job views.
Customers Impacted: Customers who have Advanced User access roles that do not have access to Settings > Company Settings > Job Creation. Those Advanced Users might see an incorrect pop-up with a message about having no access to any job views at all if the last job view that they accessed was Jobs List (1).
Workaround before Fix: Click OK and select another job view to get rid of the incorrect pop-up. Grant explicit override access to the JobBookListGrid page to the access role to regain access to Jobs List (1).
Additional Notes: The workaround of granting explicit override access does not disappear by itself after the issue is fixed. If you must remove access to Jobs List (1) later, you must remove the override manually.

Jobs List - Client Contacts not Granted Access to New Jobs Created by Employees

Deltek Tracking No. 509203
Description: When Employee type users created jobs, contact users were not correctly granted access in accordance with the setup.

Jobs List - Create New Job - Cannot Create Jobs with Long Default Purchase Order (PO) Numbers

Deltek Tracking No. 505598
Description: When you created a job, if the default client PO number was longer than 50 characters, you received an unhandled exception error.

Jobs List - Job List 12 (Purchase Order Overview) - When Grouping by Supplier, It Duplicates Suppliers

Deltek Tracking No. 509536
Description: When you grouped Job List 12 by Supplier, the grid was grouped on PO address, instead of PO supplier. This sometimes resulted in the creation of multiple groups for the same supplier.

Jobs List – Report 136 (Task Overview Report) – Shows Booked Resources under Wrong Job

Deltek Tracking No. 508329
Description: When you printed Report 136 some booked resources were shown under the wrong job.

Jobs List - Used Hours Column does not Display Decimals

Deltek Tracking No. 506478
Description: When you displayed the Hours view, the Used Hours column did not display the decimal numbers of values.

Price Quote (PQ) – Copy from Schedule Populates Dimensions that Change Approval Flow

Deltek Tracking No. 507523
Description: When you copied a schedule to a PQ, the Price Quote Line dimensions were populated incorrectly.

Price Quote (PQ) – Discount – Lines – Decimals not Displayed in Grid

Deltek Tracking No. 507879
Description: When you created a discount that had a decimal percentage value, the corresponding activity line text did not display the decimals.

Price Quote (PQ) – Header – VAT Rate – Issues Calculating VAT Rate from Debtor

Deltek Tracking No. 506740
Description: When Company Variable 24 was set to pull the VAT rate from the debtor, the VAT rate was pulled from System Variable 166, instead of from the receiver debtor.
Now, with Company Variable 24 set to pull from the debtor, the value from the receiver debtor is prioritized, defaulting to the value set in System Variable 166 if no VAT rate is provided on the debtor.
Additional Notes: Changing the receiver debtor on the PQ header automatically updates the VAT rate accordingly.

Price Quote (PQ) – Header – Payment Terms not Updated when Receiver Debtor Changed

Deltek Tracking No. 506157
Description: When you changed the receiver debtor, the payment terms value was not updated based on the payment terms of the new receiver debtor.
Workaround before fix: Check the payment terms and change the value manually.

Price Quote (PQ) – Report 26 (Price Quote Draft – for Internal Use) – Missing Contingency Value if Hours Value is Null

Deltek Tracking No. 507829
Description: When a PQ had a Contingency value, but the Hours value was null, the Contingency value was not included in the amount that was shown in the Number of Hours column on Report 26.
Workaround before fix: Add a 0 so that the Hours value is not null, or just use Hours instead.

Price Quote (PQ) - Receiver's Country not Added to Address Label if It Matches Default

Deltek Tracking No. 509419
Description: When a receiver's country matched the default country, it was not added to the receiver's address label.
Additional Notes: The default country is stored in System Variable 165.

Price Quote (PQ) Approval – Administrator Only Error

Deltek Tracking No. 506747
Description: When the last pending approver on a PQ was a Basic User, and System Variable 548 was set up to automatically change the job status, approving the PQ caused an error with the message Project Administrator Access Only.
Workaround before fix: Ensure that Basic Users cannot be the last in the chain of approvers.

Purchase Orders (PO) – Approval - Pool Approver Still Needs to Approve

Deltek Tracking No.511165
Description: When a Pool Approver had an absence, and the Substitute Approver approved the PO, the approval for other pools of the same priority remained unapproved.

Purchase Orders (PO) – Error when Creating PO using Copy Purchases Data from Price Quote

Deltek Tracking No. 505676
Description: When you tried to create a PO using Copy Purchases Data from Price Quote, an error occurred.

Reports – Jobs-List-Based Reports Show no Data

Deltek Tracking No. 507316
Description: When you printed any jobs-list-based reports from the simplified jobs list view, no data was generated.
Workaround before fix: Run reports from a different jobs list view.

Reports – Report 151 (Employee Hour Distribution – Monthly View) – Missing Employees Who have not Entered Time

Deltek Tracking No. 506320
Description: When you printed Report 151 with Incl. Employees with No Hours selected, employees who had not entered time were not shown.

Reports – Report 525 (Estimated / Allocated / Used Hours Cost) – Long Job Numbers Cut Off

Deltek Tracking No. 508430
Description: When you printed Report 525, the layout cut off long job numbers.

Reports – Time Overview – Report 175 (Employee / Client / Job Report) – Cuts off Long Job Numbers

Deltek Tracking No. 507977
Description: When you printed Report 175, the layout cut off long job numbers.
Workaround before fix: Export to Excel, instead.

Tasks - Booked Resources - Even Distribution does not Work as Intended

Deltek Tracking No. 510569
Description: When you used automatic booking with group scheduling resources, booked hours were not distributed properly.

Tasks – Cannot Change Scheduling Method – Resets Rather than Saving

Deltek Tracking No. 508152
Description: Changing a task's schedule method might not have worked properly.

Tasks – Changes to Calendar not Saved

Deltek Tracking No. 506732
Description: When you made changes to the calendar, WorkBook did not save them.

Tasks – Checklist – Checklist Template – Edit Mode – Cannot Change Checklist Item Order

Deltek Tracking No. 508203
Description: When you added multiple checklist items and then dragged the last-added item upward to reorder the list, if you refreshed the page or navigated to another page and then returned to the template, the checklist items reverted to the original order.

Tasks – Gantt 2 – Basic Users Cannot Add Tasks from Gantt View

Deltek Tracking No. 494581
Description: Basic Users were unable to add tasks from the Gantt view.
Workaround before Fix: Add the task from the Add Task dialog or from a different view, instead.

Tasks – Gantt View – Error Caused when Opening Gantt View

Deltek Tracking No. 509466
Description: When you opened the Gantt view an error occurred.

Tasks – Gantt View – No Option to Add Resources Column to the Grid

Deltek Tracking No. 507103
Description: When you added columns to the Gantt view, there was no option to add the Resources column in the Modify Grid dialog.

Tasks – Grid View – Error when Changing End Date on Task

Deltek Tracking No. 507997
Description: When you set the date in the End Date field for an empty row, an error occurred.
Enter values in other columns before you enter the date in the End Date field.

Tasks – Reschedule Tasks – Connection Timeout

Deltek Tracking No. 507056
Description: When you rescheduled a large number of tasks, a connection timeout occurred.
Workaround before Fix: Instead of rescheduling all tasks, reschedule only a few tasks at a time.

Tasks – Schedule – Copying Changes some Tasks

Deltek Tracking No. 508929
Description: If you copied from a schedule that had the same task dates and resources as the schedule that you copied to, tasks that overlapped were given longer durations.

Tasks – Schedule – Update Task Data

Deltek Tracking No. 508942
Description: When you updated task data using the Update Task Data - Recalculate Resource Capacity option, other tasks' duration values were changed.

Tasks – Task Resource Booking Approval – Task Overview with Absence does not Work

Deltek Tracking No. 507468
Description: When one of the resources was absent, the task overview might not show the task at all.

Tasks – Task Tab – Monthly Calculation when Resource has an End Date

Deltek Tracking No. 487910
Description: After you entered an end of employment date, tasks that were beyond that employment date might disappear from the task list.
Additional Notes: After you removed the end of employment date, tasks reappeared.

My Settings

Language and Formatting Options – Access Override Control Panel – Element Custom Translations – Changes do not Appear in Job List Grid

Deltek Tracking No. 508270
Description: When you created a custom translation and saved the changes, they did not appear in the Job List grid.
Workaround before Fix: You can set up custom naming through System Variable 1052.
Additional Notes: If columns are not translated differently depending on language, you should accomplish renaming using System Variable 1052.

Reports

Report 173 (Holiday Yearly Overview) – Amounts not Correct

Deltek Tracking No. 508337
Description: When you ran Report 173, the number of days used was incorrect.

Resources

Add New Resource – Add New Resource Button Disappears if You do not have Access to Create Other Types of Resources

Deltek Tracking No. 506050
Description: If you did not have access to create resources of the type Other, the shortcut (context) menu did not display the Create New Resource option.

Capacity Profile – Error when Trying to Change Capacity for a Day

Deltek Tracking No. 505872
Description: When you tried to remove Ideal and Basic time using the Backspace key, the following error occurred: Ideal Hours for the Capacity Profile must be Less than or Equal to Normal Hours.
Workaround before Fix Enter 0 (zero) in the field, instead of using the Backspace key.

Duplicate Employee – Department not always Populated, Resulting in Additional Department in Grid View

Deltek Tracking No. 507490
Description: When you created or duplicated an employee, the department might not always have been populated properly.
Workaround before Fix: Modify the grid and group resources in the grid differently.

Employee Basic Settings – Move Employee – Data Inherited Incorrectly

Deltek Tracking No. 506767
Description: When you moved an employee to another company, some of the data was inherited incorrectly.
Workaround before Fix: For credit cards import, delete the old mappings. For approvals, update the approval flow.

Employee Card – Absence Overview – Holiday Period – Move Unused Vacation – Negative Holidays not Moved

Deltek Tracking No. 597343
Description: When you used the moving unused vacation functionality, negative holidays were not transferred to the next year.
Customers Impacted: Customers who allow employees to exceed the holiday limit.
Workaround before Fix: Move holidays that exceed the limit manually.

Employee Card – Employee Basic Setting – Disabling Employees with Manual Bookings and Time Entries Prevents Disabling of Employee

Deltek Tracking No. 509452
Description: When you disabled an employee who had an existing manual booking on a task and existing time entry for that task, the following message was displayed: Cannot modify manual bookings by changing hours. Please change individual bookings directly instead, or convert the entry to automatic.

Employee Card – Statistics – Login History Filter does not Show To Date Logins

Deltek Tracking No. 508171
Description: When you opened an employee resource card and went to Statistics > Login History, then you set a date range via From and To Date filters for historical logins, the resulting data set only showed logins that occurred between the From and To Dates. Logins that occurred on the exact dates set in the To Date filter were not shown.

Employee Settings Grid – Manual Refresh Required to Show Updates Made in Grid in Card

Deltek Tracking No. 508641
Description: When you updated any value in the grid, the corresponding value in the resource card was not automatically updated unless you did a manual soft or hard refresh on the page.

Settings – Settings not Carried over when Duplicating an Employee

Deltek Tracking No. 507936
Description: When you duplicated a user, some of the employee basic settings were not copied to the new employee settings.
Workaround before Fix: After you duplicate a user, turn all of the settings on/off manually.

Supplier – Supplier Settings – Supplier Creditor Mapping – Creditor Address Issue

Deltek Tracking No. 508118
Description: When you created a creditor for a supplier, that supplier's state address was not copied.

Scheduling

Calendar – Reports – Report 115 (Holiday Calendar 12 Weeks) – Splitting to Two Pages Incorrectly

Deltek Tracking No. 508363
Description: On Report 115 records with multiline names might be split to two pages.

Capacity Status Graph – Accessing the Page with no Access to Filter Causes an Error

Deltek Tracking No. 508780
Description: When you navigated to the Capacity Status Graph page when you had no access to that page's filter, an error occurred.

Timeline Calendar – Modified Booking Hours not Displayed in Timeline Calendar

Deltek Tracking No. 508093
Description: When you modified booking hours in the booked resources grid, the timeline calendar page did not display the updated bookings.

Timesheet Status – Absence is Displayed as a Normal Day

Deltek Tracking No. 507763
Description: After you changed a capacity profile, an absence was displayed as a normal day.
Additional Notes: An informational message with affected absence days appears after the capacity change is applied.

Settings

Agents - Agent Schedule Tab - Time Interval Reverts to AM

Deltek Tracking No. 506848
Description: When you tried to add or edit an agent's schedule, and you entered a time with PM under the Time column, it reverted to AM, instead.

Agents - Agent Setup - Error Running Agent Type 45

Deltek Tracking No. 508633
Description: When Agent Type 45 was running, an SQL error was displayed.

Agents - Agent Setup - Agent Type 124 (Task Predecessor Notification) - Failure to Send Inbox Notification

Deltek Tracking No. 503328
Description: When you ran Agent 124, It did not send an inbox notification when a predecessor task was complete.

Agents - Agent Type 68 (Rebuild all Database Indexes (Defragmentation)) Failed

Deltek Tracking No. 508475
Description: When you ran Agent Type 68, it failed with the following error: Rebuild all database indexes (defragmentation) has failed.

Agents - Group Scheduling Resource Recalculation - Connection Timeout

Deltek Tracking No. 510386
Description: When you ran the Group Scheduling Resource Recalculation agent, a connection timeout occurred.

Client Groups - Cannot Assign a Group to a Client after Deleting previously Assigned Group

Deltek Tracking No. 509390
Description: When you deleted a client group that was used by a client, you could no longer assign that client to a new client group.

Company Variables - Company Variable 7 does not Add a CC: Address to a Composed Email

Deltek Tracking No. 504871
Description: When you created an email draft via Jobs > Jobs List and Finance & Administration > Debtor Invoices, the CC: that was defined in Company Variable 7 was not added to the draft email.
Workaround before Fix: Add the CC: manually.

CRM Setup - Attributes - Continuous Loading Attributes

Deltek Tracking No. 495288
Description: The sidebar showed a message about loading attributes, even when loading was complete.
Customers Impacted: Customers who have not yet added any attributes on the setup page.
Workaround before Fix: Add an attribute to the grid.

Custom Translation - Currency $ is Displayed Incorrectly

Deltek Tracking No. 507703
Description: When you updated any Reference or Source with another name or with text that included a dollar currency sign ($), the string &#36 was displayed in the column name of the selected Reference or Source in the grid, instead of $.

Databoards - Databoard 57 (Invoice - Sales Invoice Lines) - Databoard View - Overview Tab - Client Data is not Populated

Deltek Tracking No. 510661
Description: When you set valid parameters via filter, all client names under the Client column were populated with N/A values, rather than the correct client names.

Databoards - Databoard 1114 (Employee Absence for the Last 365 Days) - Total Column Unavailable or not Displayed

Deltek Tracking No. 504376
Description: When you opened different views of Databoard 1114 the Total column was not available or was not displayed on the grid.

Databoards - Databoard 18 (Finance Booking Details) - Databoard Export Scheduling Grid - From Date Goes Blank, Resulting in Blank Report

Deltek Tracking No. 508046
Description: When you entered or updated the date field for Databoard 18, then you selected another databoard, and then you went back to Databoard 18, the From Date field was blank, which resulted in a blank report.

Databoards - Export Feature - Export Tab does not Close Automatically

Deltek Tracking No. 507711
Description: When you exported a databoard, and a blank tab opened, the new blank tab did not close automatically after the download started.
Workaround before Fix: Close the new tab manually when trying to export.

Databoards - Name Cannot Display Special Characters

Deltek Tracking No.: 497436
Description: When you named a databoard, and the name contained special characters, the special characters were not displayed correctly.

Document Templates - Skewed Padding of Downloaded Briefings

Deltek Tracking No. 507059
Description: When you downloaded briefings as PDF or Word files, the padding was skewed.

Employee Settings - Error when Requesting Absences

Deltek Tracking No. 505569
Description: When you had no access to the client to which the absence job was mapped, and you tried to create an absence, that absence creation was blocked with the following error message: This user does not have access to this client.
Customers Impacted: Customers who want to keep internal absence jobs hidden from employees.
Workaround before Fix: Provide temporary access to the absence job.

Finance - Holding Accounts and Settings - Company Settings - Issue with Holding Account and Payment Methods for Sales Invoices

Deltek Tracking No. 506414
Description: When you removed the Bank Branch No. and Bank Account Number in the holding account that you set up in Settings > Finance > Holding Accounts, the holding account that you updated was still available for selection in Settings > Company Settings > Payment Methods for Sales Invoices > Holding Account field.
Customers Impacted: Users who have access to settings and the Finance module.
Workaround before Fix: Remove the account and add the holding account, or add a new holding account and deactivate the old holding account.

Global System Settings - Currency Codes and Rates - Currency Symbol Assigned Incorrectly

Deltek Tracking No. 505896
Description: There is no setup for the currency symbol on the Currency Setup tab at Settings > Global System Settings > Currency Codes and Rates. As a result, when you tried to print a Purchase Order using a currency (and its symbol) that was different from the base currency, the wrong currency symbol was printed.

Global System Settings - System Variables - System Variable 773 Accepts Invalid Value

Deltek Tracking No. 505535
Description: When you set up a new WorkBook system, you could assign the value 0 to System Variable 773, but that is an invalid value.

Holiday and Absence - Add a New Holiday to the Calendar

Deltek Tracking No. 508326
Description: Adding a new holiday to the calendar caused a timeout.
Workaround before Fix: Create an entire additional holiday setup without any employees on it, then move the employees over to that holiday calendar instead. Set System Variable 71 to a much lower number while making changes, then increase its value when you are done. The absences should then be updated correctly overnight.

Report Layouts & Watermarks - Report Watermarks - Cannot Change the Priority

Deltek Tracking No. 508164
Description: When you tried to modify the priority of a watermark for a report, then you used the reference type as Company, but another watermark for the same report was already on that priority, but comes from a different Company, an error occurred.
Additional Notes: The issue occurred because it appeared that WorkBook did not consider that the reference type came from a different Company. Thus, the error occurred saying that another watermark was already on that priority, even if it was for a different Company.

Storage and Folders - Job Folder Setup - Cannot Change a Job's Project Folder to Another Value

Deltek Tracking No. 507550
Description: When you changed the project on a job where the job folder setup was set to have Use Project Folder when the job was created, but at some point had that setting turned off, an error occurred.

System Variables - System Variable 70 is Removed

Deltek Tracking No. 507023
Description: System Variable 70 was not referenced in the code base, thus it has been removed.

Teams - Missing Ticket Team Option

Deltek Tracking No. 506594
Description: The option to mark a team as a Ticket Team was missing.

Ticket Setup - Email Import Recognition Rules - All Drop-Down Lists are Blank

Deltek Tracking No. 507297
Description: You could not find and select any values in the form because the drop-down fields' lists were blank or had null values.

User Access Rights - Tabs Disappear Randomly even if You Refresh

Deltek Tracking No. 510590
Description: When you performed a hard refresh several times, tabs under User Access Rights randomly disappeared.

Tasks

Time Entry and Task Status - Cannot Save Time Entries

Deltek Tracking No. 508690
Description: When System Variables 728 and 750 were set to Off, and task Time Entry Description was set to True, you could not save time entries.

To-Do - Unapproved Tasks are Displayed under Planned in Employees' Lists

Deltek Tracking No. 508800
Description: When System Variable 987 was enabled, tasks that were in the status Under Preparation were displayed in the grid.

Task Card - Checklist - Opens Resourcing Pop-Up when Making Changes

Deltek Tracking No. 508199
Description: : When you had the Gantt view open, and you dragged and dropped Checklist components, the Add Resource to Task dialog was displayed. This happened because the Gantt view's drag-and-drop functionality is triggered when you drag and drop Checklist items.

Time & Expense

Absence - Messages are Displayed Incorrectly when the Holiday Period is Missing

Deltek Tracking No. 509088
Description: When a holiday period was missing, messages were displayed incorrectly.
Customers Impacted: Employees who try to add holiday time in a period that has no vacation plan.

Absence Entry - Active Bookings Message Refers to Task Numbers when Mentioning Job Numbers

Deltek Tracking No. 507050
Description: When you created an absence in a period where you also approved a task booking, a message was displayed to notify you about the job number where the resource was booked. However, the job number that was mentioned in the message was actually a task number, not a job number.

Absence Entry - Absence Entries Second Period Missing

Deltek Tracking No. 505598
Description: When you set the absence end date to the first of the month in the spanning period, the second period was missing.
Workaround before Fix: Add two separate absence entries.

Absence Entry - Half-Day Absences for Multiple Resources Appear as Whole-Day Absences

Deltek Tracking No. 508518
Description: When you added multiple resource half-day absence entries, they were incorrectly displayed as whole-day absences.
Workaround before Fix: Use the single resource selection.

Absence Overview - Absence Entries - Half Day Appears as Full Day

Deltek Tracking No. 499271
Description: When you submitted a half-day absence, it appeared as a full-day absence because of asynchronization.
Workaround before Fix: Wait until the correct number of hours is displayed before you click OK.

Absence Overview - Holiday Period - Empty Sidebar

Deltek Tracking No. 504953
Description: When you opened the sidebar, it displayed an empty grid.

Expense - Details - Layout Options are Slow to Refresh

Deltek Tracking No. 503460
Description: When you changed a creditor, the location options sometimes took a long time to refresh. The page now shows a loading indicator to avoid mistakes in data.
Workaround before Fix: Do a manual soft refresh on the page.

Incomplete Time Entry Pop-Up - Crash when Logging in as User who should See Timesheet Entry Window on Login

Deltek Tracking No. 505866
Description: When you logged in to WorkBook, and your user was configured to display the Timesheet Entry Window on login, an error occurred.
Customers Impacted: Basic and Advanced Users who are configured to see the Timesheet Entry Window on login.
Additional Notes: This error occurred when users had the Timesheet Entry Window set to appear on login (configured on the resource card), but they did not have page access to that window configured via user access rights in Settings.

Material - Posted Entries not Loaded into the View

Deltek Tracking No. 508091
Description: When you used the Material page through the Time & Expense module, material entries that were in Status-60 were not loaded, even when you applied a filter.
Workaround before Fix: Use the Job > Costs > Materials module, instead.

Reports - Report 263 (Employee Holiday and Flex View Report) Shows Wrong Earned Holiday Balance on New Danish Holiday Law

Deltek Tracking No. 508449
Description: Report 263 showed the wrong earned holiday balance on the new Danish holiday law.
Workaround before Fix: Use other absence reports or the holiday status/period views to see the correct earned holiday balance.

Timesheet - Agency Users Cannot do Time Adjustments on fully Journalized Week

Deltek Tracking No. 503345
Description: When you tried to revoke and adjust time on a fully journalized week, WorkBook rejected the changes if System Variable 179 was enabled.

Timesheet - Pinning and Unpinning does not always Work

Deltek Tracking No. 507601
Description: When you tried to pin or unpin time entries, it sometimes took several attempts before the action was applied.

WorkBook Releases