21.03.14.0000 (Mar 2021)

Release Detail For 21.03.14.0000

Everyone
Calendar
Added calendar sharing with a feed URL for use by Google and Outlook. Also added the ability to specify a Google share URL to pull in a Google calendar into Workamajig.

Conversations
Fixed an issue where some Conversation Emails didn't list the recipients when replied to.
Fixed an issue with Emails not being sent when there is a long list of Recipients.

Notifications and Approvals
Fixed an issue with the date on Messages in the Notification Bell being incorrect.
Fixed an issue with the Date format for Custom Fields in emails.
Fixed an issue where the dividing line between To Do Comments was not displayed on emails.

Reports
Changed the Chargeability Summary reports to Billable Summary.
The GL Transactions dataset now has a Vendor Company Type column.
Added the ability to print to Excel and CSV for the detail drill down of the Project Budget Analysis report.
Added options to print to Excel and CSV to Client Profit & Loss and Project Profit & Loss Drill Downs.
The Campaign Custom Fields have been added to the Project Service/Items dataset.
Changed the Actual Hours Worked field to 3 decimals on the Time Detail Datasets.
Fixed an issue with the Client Statements where zero balance statements were included when not requested.
Corrected an issue with the Project Number select on the Client Statements.
Fixed an issue with not being able to see the entire screen when editing a Report Pivot Table in Safari.
Added Project Manager field to the Project Service/Items dataset.
Added Company Type field to the Project Cost Transactions (Labor Net) dataset.

Salesperson
Opportunities
Fixed an issue with the Billing Manager from the Client not getting set when a Project was created from an Opportunity.
Fixed an issue with the Opportunity search not working.
Opportunity dashboard will now limit the items shown based on folder security.

Project Manager
Deliverables
Fixed an issue with deleting Approvers on a Deliverable and the approvers not updating on the Project Dash.
Fixed an issue with Deliverable Custom Fields used for Deliverable Types not showing when Editing Column Sets.
Added the missing Warning Message to the Deliverable Emails.
Fixed an issue with maximizing the Thumbnail image preview screen and the Done and Zoom controls getting pushed off the screen.
Fixed an issue where the Deliverable Comment Added email did not display the timestamp in the user's local time.

Estimates
Project Start Date column has been added to the Estimate Views.

Project Dashboard
Fixed an error when trying to open a Conversation on the Project Dashboard when the Conversation was linked to that Project from the Additional Links section.

Project Requests
Fixed an issue with the Project Request Approval email showing up blank.

Projects
Fixed an issue with Office not being required on a Project if a Vendor Invoice has been created and posted for that project.
Added Planning Project Number, Name, Full Name to the Projects Views and Dataset.

Schedule
Fixed Ctrl-i so that it inserts a row on the Project Schedule.

Spec Sheets
Fixed an issue with Display When field showing when printing Project Request Spec Sheets when they should not be.

To Do Board
Excluded To Dos on Templates from the To Do Board.

Transactions
When used as a filter on Projects > Transactions view, the Approval Status field is now a drop-down showing all the options.

Resource Manager
Assignment Management
The Assignment Management screen now shows Blockouts for Public Calendars that are limited to certain Offices to users only in that office(s).

Staff Schedule
Added a Transaction Preference to use employee minimum hours per day for displaying over hours on the Staff Schedule and the Assignment Management Screens.

Traffic Calendar
Fixed an issue in the Traffic Calendar month view where gaps sometimes appear between the tasks in the week display causing the calendar to stretch unnecessarily long.

Billing
Billing Worksheets
Corrected an issue with Trans Pref > Projects > Require Write Off Reason causing Billing Worksheets > Mass Change to not respond correctly.
Corrected an issue where the Transfer column did not populate on the Worksheets In Review screen.
When Transactions on a Billing Worksheet are transferred to a new Task in the same Project, the amounts will no longer be included in the Transferred Total.

Billing
Modified the Split Billing process to better handle rounding.
When entering a manual client invoice, the office on the project is now pulled onto the invoice.

Billing Today
Added Parent Company Name to the Billing Worksheet Views.

Purchasing
Credit Cards
On Purchasing Today > Pay Credit Cards the open items are now sorted with the oldest at the top of the list. When you use the Auto apply, it will start paying from the top of the list.
Corrected an issue when selecting the Purchased By employee when entering a Credit Card Charge.

Purchasing Today
The Purchasing Today > Unapproved Purchase Orders screen now has the ability for users to approve multiple orders that have been sent for Approval. You can also send email to the user listed as Ordered By.

Request for Quote
The Project Name is now printed on the Request for Quote.

Vendor Invoices
Keyboard shortcuts are now available in Vendor Invoice Entry. Use Ctrl-Shift ? for PC access and Option-Cmd-Shift ? for Mac access.
When Trans Pref > Projects > Show Project Manager is ON, a new Trans Pref > Vendor Invoices > Default Approver is offered, PM from Project on Header. When this option is selected, the Project Manager from the first project selected on the invoice is set as the approver.

Media
Orders
You can now select multiple Insertion and Broadcast Orders to print or email from the media views. Attachments are included in the email named with the Order Number - File Name.

Media Today
Corrected an issue where the Insertion Date did not show on the Print Traffic reports.

Accounting
Account Reconciliation
Corrected an issue with the Account Reconciliation > Add Payment option for payments with expenses.

Revenue Forecast
The Revenue Forecast now populates the Project Type for Opportunities.

Admin/Manager
Employees
Fixed an issue with Inactive Employees showing in the My Supervisor list.

Imports
The Task Import has been enhanced to accommodate importing large schedules.
On the API Client Invoice import when updating an invoice header field, the advanced payment information is not removed.
On the vendor invoice import, added a check to prevent applying vendor invoice to a PO Line that has already been closed.

System Setup
When copying Security Groups we will now include Report Dataset settings in the copy process.
Increased the character limit on the Project Type Description.