24.03.17.0000 (Mar 2024

Release Detail For 24.03.17.0000

Admin/Manager
Employees
Added Meeting Approver to the Employee Dash and Employee Views.

General API
Added gLGompanyName to the project get when getting back projectKey, like for project web hook.
Updated the logic to determine when to send a webhook when a project's custom fields have been updated.

Import Data
The Credit Card Charges import now supports GL Tracking > Require Items. Item ID now shows in the Required field list on the Import Screen. In addition, Net Cost always shows in the required list.
Added the ability to import specific week bucket hour allocations on a task assignment.
Added Calendar Approver to the Employee Import.

System Setup
Designer Estimate Layouts now allow for the display of negative Labor amounts.
Added a new security right called View Project Setup Billing Options in the PM section of security rights. This will control the Billing Options tab under project setup.
Fixed the Transaction Preference for Campaign Budget and Expense Setting.

Billing
Mass Billing - Fixed Fee Campaigns
Mass Billing > Fixed Fee Campaigns now displays campaigns set up to 'Bill by Project' or 'Bill by Campaign and not using the Campaign Budget, that have a billing schedule to create Advance Billings.

Today - Billing
Today > Billing has been modified to more quickly update the counts due to status changes.

Creatives
Today - Creatives
Added a tooltip to the Date Range for Today - Creative System Setting and Display Options.

Everyone
Notifications and Approvals
Fixed an issue where the selection checkbox wasn't displayed in the Meeting Invites to Approve list.

Reports
Changed the GL Account field to Any Of on the General Ledger Report.
Added % Total Column to the Corporate P&L 1 Year Monthly View.
Added Set to Must Finish On when Predecessor is Complete field to the Project Task dataset.
Made the Project Name a clickable link on the WIP Analysis on screen report.
Corrected an issue when using the Send to Client option for Client Statements in an alternate currency.
Fixed an issue when selecting "Is Blank" as the GL Company when running the "Project Profit and Loss (Multi View)" report.
Added Paid (Yes/No) to the Expense Envelope Detail Data report.
Added Campaign ID, Campaign Name and Invoice Comment to the Advance Billing Dataset.
Fixed the Realized Cost column on the Project Hourly Realization report when exporting to Excel.

Project Manager
Billing
The Project > Billing screen has been modified to show Credit Card charges in their own section separate from vouchers.

Deliverables
Allow Summary Tasks or tasks that don't Track Budget to be selected as a task when using Fix This on a Deliverable.

Planning Projects
Created a drilldown on the Planning Project "Other Projects" field to show what project/task the hours are coming from for that week.
Added Billing Method as an available column to the Planning Projects screen.

Project Requests
Added the ability to create a Planning Project or a Campaign from a Project Request.

Schedule
Added a new Transaction Preference for scheduling called "Use weekend work dates for weekly bucket calculations". When this option is selected, the schedule weekly buckets will use weekend days to calculate the number of working days in the week when determining the assignment hours for the week. You can override this setting in the Project settings if you just want it to be that way for only certain projects.

Fixed an issue where the "Must Finish On When Pred Complete" was not copying over from a template/project when selecting that template or project to copy from directly on the Add New Project page.

Spec Sheets
Added the ability to print the Spec Sheet Definitions.

Purchasing
Credit Card Connector
Modified the Credit Card Connector process for generating the FITID reference.
The Credit Card Connector screen now updates the markup field when the item is changed.