Version 8.1.0.20190328 | Hotfix Release | Mar 28, 2019.

Resource Management

  • Bug fixes related to resource forecast data entity VSTS – 35280.

Version Information

Package Name Model Name Version
LearningPlan Learning Plan 8.1.0.20181116
PMIN Projects+ integrations 8.1.0.20190318
ProjAX ProjAX 8.1.0.20190328
ProjAXBI ProjAX BI 8.1.0.20190327
ProjAXIA ProjAX IA 8.1.0.20190219
ProjAXWorkspace ProjAXWorkspace 8.1.0.20190219

++++++++++++++++++++++++ End of Release Notes ++++++++++++++++++++++++++


Version 8.1.0.20190327 | Hotfix Release | Mar 27, 2019.

Reporting Enhancements

  • Fixed issue regarding missing activities in BI reports VSTS – 43356.

Note – TaskStartDate and TaskFinishDate of activity will always show ’1900-01-01 00:00:00.000’

Version Information

Package Name Model Name Version
LearningPlan Learning Plan 8.1.0.20181116
PMIN Projects+ integrations 8.1.0.20190318
ProjAX ProjAX 8.1.0.20190327
ProjAXBI ProjAX BI 8.1.0.20190327
ProjAXIA ProjAX IA 8.1.0.20190219
ProjAXWorkspace ProjAXWorkspace 8.1.0.20190219

++++++++++++++++++++++++ End of Release Notes ++++++++++++++++++++++++++


Version 8.1.0.20190318 | Hotfix Release | Mar 18, 2019.

Invoicing Enhancements

Invoice Grouping

  • Added delegates to support additional invoice formats. VSTS – 43045.

PSA Integrations

Master data Integration.

  • Added delegates to support the extensions for master data integration. VSTS – 42150.

Version Information

Package Name Model Name Version
LearningPlan Learning Plan 8.1.0.20181116
PMIN Projects+ integrations 8.1.0.20190318
ProjAX ProjAX 8.1.0.20190318
ProjAXBI ProjAX BI 8.1.0.20190308
ProjAXIA ProjAX IA 8.1.0.20190219
ProjAXWorkspace ProjAXWorkspace 8.1.0.20190219

++++++++++++++++++++++++ End of Release Notes ++++++++++++++++++++++++++


Version 8.1.0.20190308 | Hotfix Release | Mar 08, 2019.

Transaction Enhancements

Dimension Inheritance

  • Addressed an issue where incorrect dimensions were getting inherited on Resource forecasts form.VSTS – 41181.

Reporting Enhancements

Business Intelligence Tool

  • We have changed the design to define resource utilization target, now user can define the utilization target percentage of any resource only from resource list page. User can view and update/modify the resource target utilization percentage from utilization target form. VSTS – 40198.
  • Utilization target update form is now legal entity specific, user can view only logged in entity’s resource on this form and resources with utilization target setup defined for them. VSTS – 40198.
  • Added new button on resource’s project setup form to update utilization transactions directly for selected resource. VSTS – 38105.
  • Batch dialog box now defaults with batch processing checkbox marked and task description. VSTS – 40198 and 40197.

Version Information

Package Name Model Name Version
LearningPlan Learning Plan 8.1.0.20181116
PMIN Projects+ integrations 8.1.0.20190219
ProjAX ProjAX 8.1.0.20190308
ProjAXBI ProjAX BI 8.1.0.20190308
ProjAXIA ProjAX IA 8.1.0.20190219
ProjAXWorkspace ProjAXWorkspace 8.1.0.20190219

++++++++++++++++++++++++ End of Release Notes ++++++++++++++++++++++++++


Version 8.1.0.20190227 | Hotfix Release | Feb 27, 2019.

Invoicing enhancement

Invoice Grouping

  • Address an issue where Subtotal by checkbox is not allowing to set as true and grouping the invoice transactions based on attributes by subtotal. We enabled the subtotal check box and allowing user to set as “True” when Project grouping set on Project invoice group form. VSTS – 33362

Version Information

Package Name Model Name Version
LearningPlan Learning Plan 8.1.0.20181116
PMIN Projects+ integrations 8.1.0.20190219
ProjAX ProjAX 8.1.0.20190227
ProjAXBI ProjAX BI 8.1.0.20190219
ProjAXIA ProjAX IA 8.1.0.20190219
ProjAXWorkspace ProjAXWorkspace 8.1.0.20190219

++++++++++++++++++++++++ End of Release Notes ++++++++++++++++++++++++++

Version 8.1.0.20190219 | Hotfix Release | Feb 19, 2019.

Time management

Late Timesheet

  • Addressed an issue to fix date filters on All missing timesheet list page. VSTS ID – 35826.

Personal Time Off

  • Addressed an issue where latest published information was not shown on the category field on the PTO form when Projects+ parameter says to default the category from activity. VSTS ID – 31029 .

Manage Pending Time

  • Addressed an issue where single time sheet line were getting created when the records are transferred from Manage pending time which has records with similar details, multiple lines with different locations. VSTS ID – 38395.
  • Addressed an issue where defaulting of category on Manage pending time form was not based on the priority setup. VSTS ID – 33604.

Security Configurations

Security

  • PMBI_deActivity relation updated because of duplicate data and PMBI_deVendor label change. VSTS ID – 36213.
  • Removed role extension to support creation of duplicate duties. VSTS ID – 35277

Transaction Enhancements

Dimension Inheritance

  • Addressed an issue where error was thrown while defaulting entity backed dimension value on inter-company transaction. While assigning the dimension value we now validate whether the dimension exists in current company or not. If not exits set to blank on the inter-company records. VSTS ID – 36163.
  • Provided a solution on dimension default to cater non-inter-company pending vendor invoices and free text invoices. VSTS ID – VSTS 36898.
  • Default dimension rules has been catered to all project forecasts created manually and through Transfer form WBS, Transfer from quotation. VSTS ID – 38525

Resource Management

Resourcing

  • Created new custom data entity ‘Planned resource forecast’ to import resource forecast line without any resource. This entity will not override any existing records and create new record if it finds same combination of the resource forecasts line. VSTS ID – 37254.
  • Created new custom data entity “Resource forecast” to import data into resource forecast form. User can schedule resource for projects using this data entity. Modified the Resource forecast data entity to cater the intercompany resources. Also, now the estimated effort is calculated automatically based on the FTE% mentioned in the excel file by the user. VSTS ID – 35280.

Invoicing Enhancements

Invoice Archiving

  • Addressed an issue where the attachments related to project transactions were not archiving while resubmitting the project invoice proposals. VSTS ID – 36043.

Invoice Grouping

  • Addressed an issue where the Invoice format field was getting wiped out on invoice proposals when the user enters any comment on header text field. VSTS ID – 37044.

Workspaces

Project Tasks

  • Addressed an issue where user is taken back to ‘All timesheet’ form instead of ‘My Timesheet’ form when user submits the timesheet using projects task workspace. VSTS ID – 37074.
  • Addressed an error on clicking the PowerBI tab on all the projects+ workspace. VSTS ID – 37075.
  • Address an issue where Report tile was not available for respective roles on all the projects+ workspaces. VSTS ID – 37047.

PSA integration

Project Integration

  • Addressed an issue where PSA integration code was not updating the Project if the Project is integrated after the project contract. VSTS ID – 35127
  • Improved the error handling in PSA integration. VSTS ID – 35127

Version Information

Package Name Model Name Version
LearningPlan Learning Plan 8.1.0.20181116
PMIN Projects+ integrations 8.1.0.20190219
ProjAX ProjAX 8.1.0.20190219
ProjAXBI ProjAX BI 8.1.0.20190219
ProjAXIA ProjAX IA 8.1.0.20190219
ProjAXWorkspace ProjAXWorkspace 8.1.0.20190219

++++++++++++++++++++++++ End of Release Notes ++++++++++++++++++++++++++


Version 8.1.0.20181207 | Hotfix Release | Dec 07, 2018

Invoicing Enhancements

Invoice Grouping

  • Provided a delegate that can be subscribed to update quantity and sales price for desired transaction type. VSTS ID – 34140.
  • Addressed an issue where an error used to pop-up when invoice format is: Detailed invoice, Summary invoice, or Summary invoice by category and invoice grouping is left blank. VSTS ID – 33696.
  • Invoice lines now displays the task name instead of WBS ID when activity roll up set to true in project invoice grouping. VSTS ID – 34044.

Resourcing

Resourcing

  • Estimated effort field has been made editable and user now allowed to modify this field at any point in time. VSTS ID – 33617.
  • Addressed an issue where split role functionality on the resource forecast form was not working as expected. Splitting the role would used to create two new lines with the split details and used to retain the original line extending the estimates. VSTS ID – 34061.

Time Management

Manage Pending Time

  • Default category not defaulted on manage pending time line from Project management and accounting parameters. VSTS ID – 33604.
  • Addressed an issue where due to certain validations, error message pops up suggesting that the timer is running, but there is no record with running timer in manage pending time form. VSTS ID – 33657.
  • Addressed an issue where due curtain validations, user is not allowed to save the records in pending timesheet form and it was triggering an unexpected error message. VSTS ID – 33658.

Time Export

  • Added a parameter for Payroll Id number (Identification type) on the Projects+ parameters. Based on the selection in this drop-down, the identification number (new field) for each line is filled on the lines exported. VSTS ID – 33398.

Transaction enhancement

Unit Billing

  • Addressed an issue where sales price was reverting to original value on item requirement form when user modifies the start date field on Unit forecast form. VSTS ID – 33599.
  • Updated the unit billing data entity with the new\missing fields. VSTS ID – 33791.

Workspace:

Project management

  • Addressed an issue where creating a new project from project management form do not used to open the all projects form. VSTS ID – 33520.

Version Information

Package Name Model Name Version
LearningPlan Learning Plan 8.1.0.20181116
PMIN Projects+ integrations 8.1.0.20181116
ProjAX ProjAX 8.1.0.20181207
ProjAXBI ProjAX BI 8.1.0.20181116
ProjAXIA ProjAX IA 8.1.0.20181207
ProjAXWorkspace ProjAXWorkspace 8.1.0.20181207

++++++++++++++++++++++++ End of Release Notes ++++++++++++++++++++++++++


Version 8.1.0.20181116 | Hotfix Release | Nov 11, 2018

Invoicing Enhancements

Project Invoicing

  • Default invoicing group and Non-printing fee category were enabled even if the invoicing enhancements feature is disabled.

Invoice Archive

  • Document type must be specified error while submitting the invoice proposal when the invoice enhancements feature is not activated. VSTS ID – 33138.
  • Error executing invoicing archives while archiving file in invoice proposal with images having large size. VSTS ID – 32861.

Transaction enhancement

Dimension Inheritance

  • Users are allowed to set standard project dimension value in Projects+ parameter which is not user defined. Ideally this field should allow only the custom dimension. VSTS ID – 32352.

Unit Billing

  • Method of Payment ‘Manual’ is not creating a proposal line when user run a batch to create unit proposal. VSTS ID – 33339.
  • Item description revert backs to the item name instead of user typed in value. VSTS ID – 33342.
  • Posted hour is not considered to create unit proposal line. VSTS ID – 33341.
  • Users allowed to modify field value on unit forecast line if a proposal exists against that line. The detailed list of fields can be found on the bug. VSTS ID – 333340.
  • Quantity value not updating correctly on proposal for hour transactions. VSTS ID – 33600.
  • Lines getting deleted from Item requirement form even when the proposal is posted for unit billing forecast line. VSTS ID – 33519.

WBS Modification

  • Object reference error when closed activity is selected on the timesheet form while lookup in the tree form. VSTS ID – 32352.

Time Management

Personal time off

  • Personal time off Fast tab wasn’t displayed for users with the lesser security rights. Also for some users it shows but there is no data. VSTS ID – 33184.

Time Export

  • Added Payroll date, Pay cycle and Employee type fields in the time export data entity. VSTS ID – 33233.

Manage Pending Time

  • Create different lines in timesheet for the lines having same information but with different comments. VSTS ID – 33205.
  • Addressed an issue where project management & accounting parameters validations were not honored for pending timesheet line. VSTS ID – 33660.

Workspace

Global project administration

  • Addressed an issue where Inter-company vendor invoice records shows the doc status as ‘Draft’ even if the records are posted, we have changed the logic to update the doc status, If Inter-company vendor invoice records posted shows doc status as “Posted” else display the workflow status. VSTS ID – 33140

Project Tasks

  • ‘Open in PSA’ button in wrong workspace. Removed the button from this workspace. VSTS ID – 33294.

Projects+ BI

  • Changed join type to outer join in PMBI_qLedgerDimension. VSTS ID – 33401.
  • Added activity start and end date in PMBI_deActivity. VSTS ID – 26490.

Version Information

Package Name Model Name Version
LearningPlan Learning Plan 8.1.0.20181116
PMIN Projects+ integrations 8.1.0.20181116
ProjAX ProjAX 8.1.0.20181116
ProjAXBI ProjAX BI 8.1.0.20181116
ProjAXIA ProjAX IA 8.1.0.20181116
ProjAXWorkspace ProjAXWorkspace 8.1.0.20181116

++++++++++++++++++++++++ End of Release Notes ++++++++++++++++++++++++++


Version 8.1.0.10182018 | Major Release | Oct 18, 2018


Resource Management

Resourcing

  • Failed to execute query error while adding resource from resource forecast form. VSTS ID – 31382.
  • Field mismatch error message while accessing the resource view form. VSTS ID – 31383.
  • Calendar date error message on Resource forecast and Project view form when clicking on save button. VSTS ID – 31387.
  • Resource should not be available to select on Intelligent resource fulfilment form If calendar is not associated with employee. VSTS ID – 32236.
  • Day view in the Project view shows the fields to enter time as non-editable but allowing users to still enter time. VSTS ID – 32343.
  • Estimate hours not updating based on resource calendar on the resource forecast form. VSTS ID – 32353.

Transaction Enhancements

Dimension Inheritance

  • Intercompany timesheet issues. VSTS ID – 32571.

WBS Modifications

  • Activity maintenance and WBS merge button must be disabled for closed project. VSTS ID – 32208.
  • Project ID and name not displayed above caption. VSTS ID – 32573.

Time Management

Personal Time Off

  • Automatically populate in timesheet and Display balance check box must be depended on “Activate personal time off”. VSTS ID – 31395.
  • All the workflow labels are showing incorrect text for PTO feature. VSTS ID – 31430.
  • Workflow button available on the form even if the workflow is not configured or activated. VSTS ID – 31431

Invoicing enhancements

Customer PO Matching

  • PO marked as default on PO list not automatically populating on the invoice proposal. VSTS ID – 32204.

Invoice Grouping

  • Invoice group on Invoice proposal form not defaulting the value from project contract & Projects+ parameter setup form. VSTS ID – 31200.
  • Grouping not displaying on invoice line tab when invoice group modifying to crate rounding on invoice proposal. VSTS ID – 32238.
  • Invoice interface showing prepayment for On account and milestone transaction instead of milestone for FP project. VSTS ID – 32246.

Invoice Archives

  • Create archive file button must not be enabled in invoice proposal form if Invoicing parameter not enabled. VSTS ID – 31396.
  • Header attachments of expense report not archiving in zip file when using archive button to archive the file. VSTS ID – 32237.
  • Header attachments of expense report not archiving in zip file when using archive button to archive the file – 8.0. VSTS ID – 32365.

Quotation Enhancements

Qualification View

  • Deprecating Project role functionality from Projects+. VSTS ID – 31197.
  • Service group and services have forms has a blank line in it. VSTS ID – 31197.

Learning Experience

Learning Plans

  • Learning plan setup label is showing wrong. VSTS ID – 32339.
  • Need to word the error message in a better way when system parameter is not configured. VSTS ID – 32340.

Workspaces

Project Status

  • Project view form opens empty if opened from Projects status workspace. VSTS ID – 32625.

PSA Integrations

Projects Integration

  • Projects are not imported properly from PSA environment. ‘Project contracts is not available’ error pops up even if the project contracts are available. VSTS ID – 32545.
  • Timesheets not getting integrated properly from PSA. Resource name and category ID are resolved to correct values. VSTS ID – 32589.

Other Issue Fixes

Issue Fixes coming in from Previous Release

  • Detailed list of all the other issues fixed in this fixed in the previous version and automatically included this version can be found here.

Known Standard Issues

  • Pricing enhancement – Cost price (expenses) not defaulting correctly on journals – Microsoft bug. VSTS ID – 32341
  • Object reference error while creating a new custom financial dimension on Accounting structure form – Microsoft bug. VSTS ID – 31380
  • Error while deleting IP for fixed price project. The operation cannot be completed, since the record was not selected for update error pops up – Microsoft bug. VSTS ID – 32368

Known Projects+ Issues

  • Standard WBS changes broke our WBS Merge functionality and hence we have disabled this feature until the next hotfix release. VSTS ID – 32354

Version Information

Package Name Model Name Version
LearningPlan Learning Plan 8.1.0.10182018
PMIN Projects+ integrations 8.1.0.10182018
ProjAX ProjAX 8.1.0.10182018
ProjAXBI ProjAX BI 8.1.0.10182018
ProjAXIA ProjAX IA 8.1.0.10182018
ProjAXWorkspace ProjAXWorkspace 8.1.0.10182018

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