WorkBook Releases

13.4 Software Issues

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

Agents

Agent Type 164 (Add Employees with Client Access to Job Teams) has Thread Deadlock
  • Deltek Tracking Number: 1998304
  • Description: Agent Type 164 deadlocked when it reached the maximum run time for agents when processing a large number of records.
  • Additional Notes: Agent Type 164 has been changed to single-threaded to avoid thread deadlocks.

Finance & Administration

Creditors – Bank Reconciliation Page – Wrong Cashed Date
  • Deltek Tracking Number: 1876822
  • Description: When you reconciled a check on the Bank Reconciliation page, the Cashed Date field on the Finance & Administration > Creditors > Creditor List > Cheque Archive tab was populated with the payment posting date, rather than the cashed date.
Creditors – Creditor Invoices – Adding an Already Used PO Number to the Creditor Invoices Sub-Grid PO No. Field Results in System Error
  • Deltek Tracking Number: 1988907
  • Description: When you entered a Purchase Order number with detail line amounts that was already used in another Creditor Invoice, in the PO No. field on the Finance & Administration > Creditors > Creditor List > Creditor Invoices sub-grid toolbar, a System Error was encountered instead of a message saying that the number has already been used.
Creditors – Creditor Invoices – PDF File Preview Out of Memory
  • Deltek Tracking Number: 1851980
  • Description: Very occasionally, you could not view PDF files that are attached to creditor invoices.
Creditors – Creditor Invoices – Search Field does not Work after You Switch Company
  • Deltek Tracking Number: 1573098
  • Description: When you tried to search for an invoice number in the top right-hand corner and then switched Companies, the search field no longer launched a search.
  • Workaround before Fix: Ensure that you clear the search field before you switch Companies. If the issue has already occurred, reloading WorkBook clears it so that you can use the workaround if it occurs again.
Creditors – Creditor Invoices – Voucher Logs are not Displayed after You Switch Companies
  • Deltek Tracking Number: 1571994
  • Description: When you switched between Companies, the voucher log grid in Creditor Invoices still displayed logs from the previously selected Company because of a refresh issue.
Creditors – Payment Proposals – Cannot Set Payment Date to Today’s Date if Current Payment Date is a Future Date in Payment Proposals
  • Deltek Tracking Number: 1740237
  • Description: When you changed the Payment Date to today’s date or a date that is between today’s date and the original payment date, a message was displayed that the payment date cannot be updated because the specified date is in the past.
  • Additional Notes: A new notification message now tells you that the new payment date is earlier than the invoice’s due date.
Debtors – Debtor List – Aged Debtor List Navigation Issue
  • Deltek Tracking Number: 1986251
  • Description: In the Aged Debtor List on the Finance & Administration > Debtors > Debtor List > List tab, when you tried to go to the previous or next Debtor using the Go to Previous and Go to Next buttons, a System Error occurred.
Debtors – Debtor List – Creditors – Creditor List – Changelog Tab – Change Request Log Displays All Changelog Items
  • Deltek Tracking Number: 1991487
  • Description: When you accessed the Changelog tab in Finance & Administration > Debtors > Debtor List and in Finance & Administration > Creditors > Creditor List, the Change Request Log did not display changes that required approval or were already approved. Instead, the log showed the same changes as the Table Changelog.
Debtors – Debtor Invoice Management – Debtor Invoice Management Loads from Notifications even if not Displayed
  • Deltek Tracking Number: 1946942
  • Description: Debtor Invoice Management loaded data even when the page was not active, which caused an unnecessary performance decrease.
Existing Value of System Variable 971 did not Migrate to Company Variable 75 upon System Upgrade
  • Deltek Tracking Number: 1852996
  • Description:

    System Variable 971 (Job Adjustment Method) has been converted to Company Variable 75, which has the same name. This enables you to manage this setting at a Company level, rather than at the system level. However, previously the conversion sometimes failed if it was executed too early.

    Now the migration script is updated to ensure that System Variable 971 is properly converted to Company Variable 75 (it is properly inserted or updated to the database).

Export, Import, & Maintenance – Databoard Export – Error when Exporting Databoard Using Time Entries – Summarized by Employee and Job
  • Deltek Tracking Number: 2005945
  • Description: When you exported databoards using Time Entries – Summarized by Employee and Job, a System Error occurred.
General Ledger – Chart of Accounts – Change Log is not Updated on Change of Account Sub-Type
  • Deltek Tracking Number: 1834556
  • Description: When an account sub-type was changed in the Chart of Accounts, the change log was not updated.
General Ledger – Journals – Changing Companies from the Elimination Tab Results in Error Message
  • Deltek Tracking Number: 1986240
  • Description: When you attempted to change the Company while on the Finance & Administration > General Ledger > Journals > Elimination tab, or when you tried to access the Elimination tab with an empty list of Journals, a System Error occurred.
General Ledger – Journals – Journal Entry Cannot be Approved and Displays Error Message
  • Deltek Tracking Number: 1929111
  • Description: When you attempted to approve a Journal Entry that had the same number as another Company’s Journal Entry that contained lines with inactive Departments, WorkBook stopped the approval and displayed an error message that says that there are inactive Departments in the Journal Entry.
General Ledger – Revenue Forecast – Manual Edits in Remaining Following Years are Erratic
  • Deltek Tracking Number: 1737628
  • Description: When you edited a Revenue Forecast that had some limitations, editing a forecast month and remaining following years only tried to save the forecast month, while the remaining following years edit disappeared. Depending on the restriction level, the forecast month edit might have been saved, or it might have been discarded because it exceeded what is allowed.
General Ledger – Revenue Forecast – Revenue Forecast Manual Edit Limitation Error
  • Deltek Tracking Number: 1835409
  • Description:

    When you tried to make manual edits to a forecast that had the limitation Flexible, but do not Allow to Exceed Total PQ Amount, an issue occurred in checking the correct balance.

    If the manual edit’s first digit was larger than the remaining amount’s first digit, an information box incorrectly popped up stating that the amount did not adhere to the Price Quote limitation. In addition, a warning box stated that the forecast exceeded the limits set on the job.

Price Quote (PQ) – Moving PQ to Any Status Causes System Variable 1058 Message to Appear
  • Deltek Tracking Number: 1874352
  • Description: When System Variable 1058 was set to 1-4, the error message no longer appeared after the PQ status was changed to Status-20.
Price Quote (PQ) – PQ Moved to Status-40 Instead of For Approval
  • Deltek Tracking Number: 1894421
  • Description: When Company Variable 76 is set to 50 – Externally Approved, and you have Extended Access (full access to pricequote.approvalstatus.approvedexternally), and there is no approval flow set, when you tried to move the PQ to For Approval by using the status selector, it went to Status-40 (Internally Approved), instead.
Price Quote (PQ) – Report 348 (Price Quote) does not Display VAT Values for PQs that Use VAT on Line Level
  • Deltek Tracking Number: 1602942
  • Description: When you printed Report 348 from a PQ where Enable VAT on Line Level was selected, the report did not show any VAT values.
Timesheet – Add Absence Entry (Set Today’s Date Button) is not Accurate
  • Deltek Tracking Number: 1569344
  • Description: When you added an absence entry and selected the options For a Day and Set Today's Date in Finance & Administration > Timesheet > Add Absence Entry – Weekly or Daily view, the date that was displayed was not accurate.

General

Login – Error when Trying to Create Draft Emails with Remember Me Selected
  • Deltek Tracking Number: 1874887
  • Description: If you have Remember Me enabled at login, you might have encountered an error when you tried to create a draft email.
  • Workaround before Fix: Log out by clicking your avatar (in the upper-right end of the toolbar) > Log Off, and then log back in.
Purchases – Moving Costs between Two Jobs Results in Missing Required Dimensions
  • Deltek Tracking Number: 1621192
  • Description: When you moved a voucher between jobs, dimensions were not transferred to the new job.

Inbox

Conversations – Error when Downloading Attachment with Apostrophe in File Name
  • Deltek Tracking Number: 1955181
  • Description: When you downloaded a file that was attached to a conversation, and the file’s name contained an apostrophe, the following error message was displayed: File not found.
URL Link in Conversations under Document Approvals List Tab is not Clickable
  • Deltek Tracking Number: 1756124
  • Description: When you added a URL link in the Document Approval comment, the link was not clickable.

Jobs

Cost – Adjustments Tab – Create Adjustment – Phase Selection Drop-Down List is not Displayed even if Company Variable 75 is Set to Option 3
  • Deltek Tracking Number: 1925900
  • Description: When Company Variable 75 was set to 3 – P/L Method including PQ Line Level, the Create WIP Adjustment dialog box on the Adjustments tab in Jobs > Cost did not display the Price Quote Phase Selection drop-down list.
Job Invoice – Invoice Page – Resizing Browser Window Makes Tabs Disappear
  • Deltek Tracking Number: 1572091
  • Description: When you were on the Job Invoice page, and you made the browser window smaller, the invoice page tabs disappeared.
Jobs List – Create New Job – Jobs Created by a Contact User do not Follow the Client’s Job Number
  • Deltek Tracking Number: 1922646
  • Description: When a Contact User created a Job for a Client that has a set Job number range, the created Job number was not within the Client Job number range.
Jobs List – Create New Job – Project Manager Field is Locked to Own User
  • Deltek Tracking Number: 1570079
  • Description: In the Create Job dialog box, when you updated the Company field to a different value, WorkBook locked or set the Project Manager field to read-only.
Job Number not within Range
  • Deltek Tracking Number: 1922646
  • Description: When a Contact User created a Job for a Client that has a set Job number range, the created Job number was not within the Client Job number range.
Price – Changing Price Quote Status from Status-10 to Status-20 Displays Error Message
  • Deltek Tracking Number: 1874352
  • Description: When System Variable 1058 was set to 1-4, the error message no longer appeared after the Price Quote status was changed to Status-20.
Price – Creating a PQ with Multi-Resource Allocation Disabled from a Template with Multi-Resource Allocation Enabled Results in Error Message
  • Deltek Tracking Number: 1998929
  • Description: When the client of the Price Quote that you wanted to create has the multi-resource allocation disabled and you copied from a Price Quote template that had this option enabled, the following error message was displayed: An item with the same key has already been added.
Price – Header Tab – Editing Price Quote Headline Field Reverts Price Quote Title to its Previous Value
  • Deltek Tracking Number: 1699314
  • Description: When you updated the Headline field and edited the Price Quote title, the Price Quote title reverted to its original or previous value.
Tasks – Booked Resources Sub-Grid – Booked Hours Missing after Changing the Start Date
  • Deltek Tracking Number: 1815007
  • Description: When you changed the Start Date of a task, some booked resource hours went missing.
Tasks – Booked Resources Sub-Grid – Error when Searching in Booked Resources List View
  • Deltek Tracking Number: 1997020
  • Description: When you tried to perform a search in Jobs » Tasks » Booked Resources list view, an error occurred.
Tasks – Creating Checklists Causes Error
  • Deltek Tracking Number: 1909890
  • Description: When you created a checklist on a task, and then you switched to another task, a System Error (red error) was displayed.
Tasks – Selection and Approval of Multiple Bookings only Approves First Booking
  • Deltek Tracking Number: 1758386
  • Description: In Jobs > Tasks, when you selected multiple bookings for approval, only the first booking was approved.
Tasks – Side Task Card – Error when Removing Tags in the Task Card
  • Deltek Tracking Number: 1999172
  • Description: When you removed the tags in the task card under Jobs » Tasks, an error occurred.
Tasks – Tasks Tab – Error when Removing Task Note
  • Deltek Tracking Number: 1989285
  • Description: When you cleared the task note on tasks, an error occurred.
Tasks – Tasks Tab – Error when Setting an End Date from Previous Month
  • Deltek Tracking Number: 1993370
  • Description: When you tried to set a date from the previous month for a task in grid view, an error occurred.
  • Additional Notes: A warning message is displayed now, instead.
Tasks – Tasks Tab – Error when Setting Start Date Value
  • Deltek Tracking Number: 1990520
  • Description: When you tried to set a date from the previous month for a task (Invoiced/ Canceled job) in grid view, an error occurred.
  • Additional Notes: A warning message is displayed now, instead.
Tasks – Tasks Tab – Error when Setting Task Period
  • Deltek Tracking Number: 1991980
  • Description: When you tried to set an excessively long period for a task in grid view, an error occurred.
  • Additional Notes: A warning message is displayed now, instead.
Tasks – Timeline View Incorrect Task Colors
  • Deltek Tracking Number: 1967798
  • Description: Job > Tasks > Timeline View did not correctly reflect the colors set for the tasks.
Tasks – Wrong Page Title for Move Task to Another Phase
  • Deltek Tracking Number: 1830392
  • Description: When you selected Move Tasks to Another Phase on the context menu, the next dialog box had an incorrect title.

My Settings

Email Import Settings – Failed Login Counter is not Reset when Signing In to Microsoft
  • Deltek Tracking Number: 1864014
  • Description: When you signed in to Microsoft in My Settings > Email Import Settings, the failed login attempt counter was not reset correctly.

Resources

Client – Public Registration Number not Copied Over
  • Deltek Tracking Number: 1569602
  • Description: When a client record had a Public Registration Number, and you created a debtor record via Create a New Debtor Based on Client Data, the client's Public Registration Number was not copied over to the created debtor's Public Number field.
Company Card – Invoice Settings – Error when Entering a Large Number for Max Invoice Days
  • Deltek Tracking Number: 1993371
  • Description: When you entered a large number in the Max Invoice Date for Invoicing from Today’s Date field in Company Card » Invoice Settings, an error occurred.
Context Menu – Add Prospect Option Missing
  • Deltek Tracking Number: 1683861
  • Description: The option to create a prospect record was not available to Advanced Users.
Incorrect Company Access on Created Employee
  • Deltek Tracking Number: 1651344
  • Description: When you created an employee and used the Copy Company Access From option, the new employee gained access to all Companies, instead of just one.
Login History Timestamps in Resource History
  • Deltek Tracking Number: 1817311
  • Description: Login / logout time was not displayed in local system time when viewed in resource login history.
Resource not Displayed in Company Access
  • Deltek Tracking Number: 1569557
  • Description:

    When a Company record was created before employee reactivation, the reactivated employee could not see that record in Company Access.

    In addition, the reactivated employee was not visible in the newly created Company » Cross Company Access page.

Settings – Access Rights – Advanced Users Cannot Access Resource Prospect Cards in Some Paths because of Missing Checkboxes
  • Deltek Tracking Number: 1614453
  • Description: Advanced Users were unable to access Resource Prospect cards because access right settings had disappeared for Resource Prospect cards on certain paths.
  • Additional Notes: The access rights for Advanced Users are now in the WorkBook back end. Users can now change an Advanced User’s access in the access rights settings.
Unable to Create Resources (Client) when System Variable 1108 (Google Plug-Ins) is Disabled
  • Deltek Tracking Number: 1939586
  • Description: You could not create clients when System Variable 1108 (Google Plug-Ins: If Not Enabled Do a Lookup to google.com and See If There Is a Response within 5 Seconds. If Not, Disable Google Plug-Ins) was disabled.

Reports

Reports – Error when You Generate Report 549 (Employee List: Licenses and HTML Access Roles)
  • Deltek Tracking Number:
  • Description: 1570218
  • Additional Notes: When you generated Report 549, an error occurred when the Basic User license and Advanced User license were null.
Report 136 Cuts Off Long Numbers
  • Deltek Tracking Number: 1865925
  • Description: When a manually entered job number was longer than eight digits, the job number was cut off on Report 136.
Reports – Incorrect Values on Report 188 (Holiday Specification – Year) when Absence Entry had the Same Date as Company Vacation
  • Deltek Tracking Number: 1864941
  • Description: When you created an absence entry that had the same date as the Company vacation start or end date, these fields within Report 188 had incorrect values: Used Days, Earned Used, and Remaining.

Scheduling

Booking Hours Reduced in Scheduling Caused Task to Extend
  • Deltek Tracking Number: 1708284
  • Description: When you were booking hours while viewing the week or month view, the task duration could extend to the following period.
Calendar – Error when Booking Details is Closed Abruptly
  • Deltek Tracking Number: 1962475
  • Description: When you abruptly closed the booking details in Scheduling » Calendar, an error occurred.
Error when Converting Task into Ticket
  • Deltek Tracking Number: 1989683
  • Description: When no value was set on System Variable 817, and you tried to convert a task into a ticket, an error occurred.
Exception Recalculation Triggers Recalculation of Holiday Calendars including All Holiday Calendars in All Employees’ Capacity Overview
  • Deltek Tracking Number: 1944514
  • Description: Exception capacity profile recalculation caused overlapping capacity calendars for employees who had different calendar setups.
Scrum Board – Displayed Duplicates when Filtering Resources
  • Deltek Tracking Number: 1871506
  • Description: When you used the Resource filter in Scheduling » Scrum Board » Scrum Sprint Overview, items were duplicated.
Scrum Board – Icons Disappeared from the Toolbar
  • Deltek Tracking Number: 1871962
  • Description:

    In Scheduling > Scrum Board > Scrum Sprint Overview, the Scrum Sprint Setup icon was not visible for Admin Users.

    In addition, when numerous status icons had to be displayed on the Scrum Board toolbar (Scheduling > Scrum Board > Scrum Board ), the Change Progress Status Visibility icon sometimes disappeared.

Task Matrix – Reducing Booking Hours, Task Extends its Duration
  • Deltek Tracking Number: 1708284
  • Description: When you were booking hours while viewing the week or month view, the task duration could extend to the following period.
Task Matrix – Error when Clicking the Context Menu
  • Deltek Tracking Number: 1863954
  • Description: When you clicked the shortcut menu button on the Task Matrix page, and no item was selected in the grid, an error occurred.
Task Matrix and Weekly Schedule – Faded Colors
  • Deltek Tracking Number: 1724804
  • Description: The color that represents overbooking in the task matrix and the weekly schedule appeared faded, and as a result it blended with other colors.
  • Additional Notes: The color that represents overbooking has been changed to be more visible, thus emphasizing overbooking.
Tasks – Gantt View – Bindings Move Randomly when Adjusting Task Length
  • Deltek Tracking Number: 1959094
  • Description: When you tried to make changes to tasks in Gantt view, linked tasks would occasionally shift positions until you refreshed the page.
Unwanted Header in Task
  • Deltek Tracking Number: 1939751
  • Description: When you navigated to Tasks > Tasks > Week View tab (page grid) and opened the task card details, the header was duplicated (another similar header appeared) when you dragged the slider to the left.

Settings

Ad Hoc Import Failed
  • Deltek Tracking Number: 1713426
  • Description: When an ad hoc import file exceeded the system-restricted maximum of 1023 columns, an information dialog box was displayed before the import was initiated.
Dimensions – Dimension Setup – Soft Refresh Required to Reflect Deselection of Checkboxes
  • Deltek Tracking Number: 1569045
  • Description: In Settings > Dimension Setup, in the grid, when you deselected checkboxes, you had to perform a manual soft refresh before they appeared as deselected.
Dimensions – Dimension Setup – Unable to Identify Checkboxes that Can be Selected
  • Deltek Tracking Number: 1625408
  • Description: In Dimension Setup, all checkboxes looked like they could be enabled, even if some of them could not be selected.
Global System Settings – System Variables – Description of Option 3 of System Variable 97 is Unclear
  • Deltek Tracking Number: 1648653
  • Description: The description of Option 3 – End Date of System Variable 97 was very vague and needed to be changed to 3 – Job End Date.
System Issue Error on Tasks and Costing Codes Imports when You Change Sheets from Drop-Down List
  • Deltek Tracking Number: 1994861
  • Description: In Settings > Ad-Hoc Import, when you selected the Costing Code importer and uploaded its corresponding (valid) file, an error occurred when you switched between available and selected sheets, using the drop-down list.
Vue Pages Fail When Message Exception Is Returned
  • Deltek Tracking Number: 1999105
  • Description: When you performed an action that WorkBook does not allow on certain pages, such as removing a Costing Code currently in use on a job or task, a System Error (red error) was displayed. Only the normal warning message should be displayed, not the red error.

Storage

Browsing SharePoint Storage Provider with WorkBook Account with No Access to Document Library Displays Error Message
  • Deltek Tracking Number: 1940440
  • Description:

    When you tried to browse a SharePoint storage provider using a WorkBook account that did not have access to the Document Library, the following error message was displayed: 

    Invalid hostname for this tenancy

    and you were unable to view the contents of the Document browser.

Cannot Import Journal Entry with I/O Storage Provider after Migrating from Cloud to On-Premises
  • Deltek Tracking Number: 1857171
  • Description: When you tried to import a journal entry, and the file name contained spaces, the upload failed, and a file-handling error was displayed.
Custom Databoard Export and Corresponding Agent Fail after System Variable 1192 is Implemented
  • Deltek Tracking Number: 1923103
  • Description: When you ran a custom Databoard export, the Agent failed, and the following message was displayed: Attachment file blocked by System Variable 1192.
New Jobs with Sub-Folder Structure of Folders with Invalid Characters Results in Files not Auto-Generated and Displays System Error
  • Deltek Tracking Number: 1972925
  • Description: When you created a job, and the Job folder setup had a sub-folder structure with folders that contained documents with invalid characters, the files were not auto-generated, and a System Error (red error) was displayed.
You Cannot Use the Clients Folder Path in the Job Folder when already Used in the Resource Folder under Clients
  • Deltek Tracking Number: 1884368
  • Description: When the folder path named Clients was already set in the Resource folder setup, you could not use that same folder path in the Job folder setup, even when the Use Clients Folder checkbox was selected.

Tasks

Follow-Up – Active Jobs with Overdue End Date – Job Card Sidebar Displays System Error when Grid is Empty
  • Deltek Tracking Number: 1989179
  • Description: When the grid was empty, and you opened the Job Card sidebar and clicked on any of the sub-tabs, a System Error (red error) was displayed.

Time & Expense

Absence Overview – Holiday Status – Today’s Capacity Added in Total Flex Account Hours
  • Deltek Tracking Number: 1722747
  • Description: At Time & Expense > Absence Overview > Holiday Status, the Flex Account Hours, Today field amount was not equal to the Resource Card > Settings > Capacity Profile > Flextime > Total Flex field amount.
Expense – Uploading Receipts to Archive Results in System Error
  • Deltek Tracking Number: 1902124
  • Description: When you uploaded a file to the receipt archive of an Expense Entry, a System Error (red error) occurred.
Material – Error when Removing Material Entries
  • Deltek Tracking Number: 2005943
  • Description: When you removed a newly created material entry, the wrong entry was removed from the list. In certain circumstances, this resulted in a System Error (red error) being displayed.
Material – When a Material Entry without a Job or Date is Submitted the Displayed Message is not Accurate
  • Deltek Tracking Number: 1989267
  • Description: When a Material Entry had an empty Job or Date field, and you tried to approve or send it for approval, the following message was displayed: Accounting period could not be found for the entry date.
Time Entry – Problem Changing Text
  • Deltek Tracking Number: 1869191
  • Description: When you changed the text of a time entry, you needed to click out of the text box to see the text bubble.
Timesheet – Value of Timesheet Description is Deleted on Refresh
  • Deltek Tracking Number: 1684921
  • Description: When you entered descriptions on timesheets, the value was sometimes cleared upon refresh.

User Interface

Resources UI – Resource Default Grid View – Resource Information – Button Overlapped the Company Name
  • Deltek Tracking Number: 1850506
  • Description: In Resources > Resource Default Grid View > Horizontal/Vertical Resource Information, the Move Employee to Another Company button overlapped with the Company name.
Task Card Settings – Some Task Card Labels do not Handle Long Text Correctly
  • Deltek Tracking Number: 1861563
  • Description: When the translation of task progress caused the text to be longer than normal, sometimes there was not enough room for the label text to fit.