PSA 2020 R1 - Resolved Issues

Below is a summary of the main issues addressed by this release.

2020.03.02.2020R1.V1.EB

Note: This page could be updated as new information becomes available.

Audit Trail

Ticket #: 392096 | TE-57708

  • Fixed an issue with Audit Trail wherein decommissioned or suspended User(s) could not be selected from the User List (Tools > Audit Trail > User List) page. The applied resolution required modifying the function to allow the selection of decommissioned or suspended User(s) from the User List page.

Ticket #: 410884 | TE-59325

  • Fixed an issue with Auditing whereupon updating a Project Team Member’s Actual Cost or Billing Rate with UPDATE audit enabled and without enabling the INSERT audit resulted in an error message. The applied solution required modifying the function.

Ticket #: 410884 | TE-59889

  • Fixed an issue with Auditing whereupon creating Cost or Billing Rule with UPDATE audit enabled and without enabling the INSERT audit resulted in an error message. The applied solution required modifying the function.

Ticket #: 425477 | TE-60427

  • Fixed an issue with Audit Trail, whereupon transitioning to a Final State resulted in two entries being recorded within the Audit Trail for Workflow(s) with more than one Final State. The applied solution required modifying the function.

Automation

Ticket #: 401202 | TE-58601

  • Fixed an issue with the Automation Service, wherein the automated Import Expenses from Concur Service was generating an error message upon processing. The applied resolution was to modify the function.

Expense

Ticket #: 392465, 395603 | TE-57789

  • Fixed an issue with Expense wherein the Client list box took a long time to load upon searching for a Client. The applied resolution required modifying the function to improve the performance.

Ticket #: 384128 | TE-56970

  • Fixed an issue with Currency Setup whereupon using a Currency without an associated Rate in an Expense Entry was resulting in an error message. The applied resolution required modifying the procedure to add a default rate of 1.

Financial Planner

Ticket #: 396218 | TE-58253

  • Fixed an issue with Financial Planner wherein there were rounding discrepancies with overage calculations for Milestones. The applied resolution required modifying the function to use a minimum of four decimals for these calculations.

Ticket #: 330485 | TE-57645

  • Fixed an issue in Financial Planner, wherein Projects with a Financial Planner associated at the Accounting level were inadvertently not being returned in the Upland Analytics reports. The applied resolution required modifying the logic to return all projects in Upland Analytics.

Financials

Ticket #: 390620, 403506 | TE-58305

  • Fixed an issue with Invoice Manager, whereupon selecting Export negative Invoice as Credit Notes and attempting to export a negative invoice from the Invoice Manager page to QuickBooks was inadvertently triggering an error message. The applied resolution was to modify the function.

Ticket #: 403906|R&D #: TE-58799

  • Fixed an issue with Project Team, wherein the Project Team member’s Forecast Cost Rate Associations were inadvertently being displayed twice.

Ticket #: 398207, 399781 | TE-58347

  • Fixed an issue with Payroll whereupon attempting to post a Payroll Batch with a Semi-Monthly Payroll Period was triggering an error message. The applied resolution required modifying the logic to post a Payroll Batch with a Semi-Monthly Payroll Period successfully.

Ticket #: 331024 | TE-57899

  • Fixed an issue in Payrolls, wherein an error message was triggering upon trying to create a Payroll batch containing large amount of entries. The applied resolution required modifying the function.

Ticket #: 390140 | TE-57578

  • Fixed an issue with Financials wherein an error message was being generated upon attempting to post a Payroll Batch. The applied resolution required modifying the function to post the Payroll Batch successfully.

Ticket #: 354713 | TE-55246

  • Fixed an issue with Invoices whereupon deleting the invoices associated to a Batch and then regenerating them was resulting in an error message. The applied resolution required modifying the function to add logic to the invoice creation process for the handling of duplicate Invoice numbers.

Ticket #: 361211 | TE-56703

  • Fixed an issue with Invoices wherein Time entries made against a Task associated to a Project with Split Billing were not being reflected in the Invoice accordingly. The applied resolution was to modify the function to include them in the Invoice.

Ticket #: 408459 | TE-59099

  • Fixed an issue with Payroll wherein there were discrepancies between the Hours displayed within the Time tab of a Payroll Batch and the Hours displayed within the Pay Codes when the Hours contained decimals. The applied resolution required modifying the function to return the correct number of hours.

Ticket #: 419588 | TE-60362

  • Fixed an issue with Invoices, wherein there were discrepancies between the billing information Contact name and the To the attention of contact name within the Format tab. The applied resolution was to modify the function.

Ticket #: 428916 | TE-60979

  • Fixed an issue with an inaccurate message being triggered upon trying to update a User Cost Association. The applied resolution was to modify the function.

Integrations

Ticket #: 402310 | TE-58836

  • Fixed an issue with Great Plains Integration wherein an error message was being generated upon trying to save the connection. The applied resolution was to modify the function to save the connection successfully.

Ticket #: 399692 | TE-58453

  • Fixed an issue with QuickBooks integration, wherein an established connection using the new OAuth2.0 API, inadvertently disconnected within 24 hours. The applied resolution required modifying the function.

Ticket #: 398011, 398085, 398258, 398561, 398660 | TE-58332

  • Fixed an issue with Great Plains integration, whereupon attempting to import or export to Great Plains was resulting in an error message. The applied resolution required modifying the function.

Ticket #: 390719 | TE-57603

  • Fixed an issue with QuickBooks Online integration, whereupon attempting to connect to QuickBooks Online via the OAuth 2.0 Api Version was unsuccessful. The applied resolution required modifying the function.

Ticket #: 421020 | TE-60133

  • Fixed an issue with Concur integration, wherein the Expense Reports imported from Concur were missing the document attachments. The applied resolution required modifying the function to save the imported documents within the provisioned website folder structure.

Leave Request Manager

Ticket #: 389851 | TE-57542

  • Fixed an issue with Leave Requests wherein a run time error was being triggered upon attempting to transition a Leave Request having set Notifications parameters at the State and Transition level. The applied resolution required modifying the function to correct the process.

Login

Ticket #: 304722 | TE-51674

  • Fixed an issue with Login whereupon staying idle on the Logon page resulted inadvertently in an erroneous message being displayed. The applied resolution was to improve the message and inform the users to reload the PSA Logon page.

Mobile

Ticket #: 351520 | TE-57744

  • Fixed an issue with PSA Mobile wherein the Reimbursable Amount was not being calculated accordingly upon creating an Expense Entry.

Organization Breakdown Structure (OBS)

Ticket #: 392294 | TE-57751

  • Fixed an issue with the Audit Trail wherein the Reports executed from the object pages were inadvertently not being tracked. The applied resolution required modifying the function to track the report execution from the object pages.

Ticket #: 405985 | TE-58926

  • Fixed an issue with Sites wherein a Site could be created via the API without a Holiday Set. The applied resolution required modifying the function to prevent the creation of a Site via the API without a Holiday Set.

Ticket #: 416648, 417650, 418292, 419189, 419827 | TE-59922

  • Fixed an issue with the User List, whereupon attempting to access the page while using older versions of the Microsoft Edge Browser was inadvertently generating an error message.

Ticket #: 428420 | TE-60837

  • Fixed an issue with the user Forecast Rate Association (Setup > Organization > Users > User Edit ), wherein the Calendar button was missing when using Chrome and zooming in or out of the screen by using the browser zoom button.

Ticket #: 415736 | TE-59756

  • Fixed an issue with Country System Tables (Setup > Organization > System > System Tables > System Table Edit: Country) wherein the Sort Order of newly created countries defaulted to a positive value and attempting to change this positive Sort Order to a negative one was not possible. The applied resolution required modifying the behavior for the Sort Order to accept a negative value.

Project Planner

Ticket #: 398886 | TE-58410, TE-58555

  • Fixed an error with Project Planner whereupon editing the Task dependency in Project Planner without saving it then deleting the same Task through PSA and returning to the Project Planner browser tab then saving the Plan resulted in an error. The applied resolution was to refresh the Task list prior to saving the Project Plan in Project Planner.

Reporting

Ticket #: 279947 | TE-46943

  • Fixed an issue with Upland Analytics wherein the Reports folder structure reverted to the System default Reports structure upon the upgrade to 2019R1. The applied resolution required modifying the function to keep the customized folder structure.

Ticket #: 389588 | TE-57770

  • Fixed an issue with Upland Analytics wherein Reports created with the Audit Trail Data Source were missing the Leave Request Tracking number located under the Event Field. The applied resolution required modifying the function.

Ticket #: 388556, 412120 | TE-58366

  • Fixed an issue with Upland Analytics whereupon accessing Upland Analytics through the navigation menu, took a long time to execute. The applied resolution required modifying the function to improve performance.

Ticket #: 418424 | TE-60125

  • Fixed an issue with Upland Analytics wherein a newly created Leave Time Work Type was not showing in the Reports. The applied resolution required modifying the function.

Ticket #: 398862 | TE-58416

  • Fixed an issue with Upland Analytics wherein Users assigned to a newly created Role were not showing in the Reports. The applied resolution required modifying the function.

REST API/SDK

Ticket #: 413848 | TE-53474

  • Fixed an issue with REST API whereupon creating a new Client without specifying a Country and State was inadvertently resulting in the Country and State options to default to US and AL instead of the actual default Country/State.

Ticket #: 409909 | TE-59611

  • Fixed an issue with REST API wherein the GET functions in Booking controller were missing the Booking Details. The applied resolution required modifying the GET Booking List and Booking By ID functions to include the Booking Details.

Ticket #: 431090 | TE-61081

  • Fixed an issue with REST API whereupon updating an existing User Defined Field of Type Date associated to Projects via the API, resulted in the Previous Value to be set to 0 within the History tab. The applied resolution required modifying the function to display the Previous Value accordingly.

Resource Management

Ticket #: 355258 | TE-56813

  • Fixed an issue with Project Scheduling wherein the booking bar was missing when in Group by Project View. The applied resolution required modifying the function to display the booking bar accordingly.

Security

Ticket #: 365184 | TE-57042

  • Fixed an issue with User Security wherein Users with View Only access to the Roles were able to Modify and Create Cost/Billing Forecast Rate Associations (Setup > Organization > Roles > Role Edit) for Roles. The applied resolution required modifying the function to bar User(s) View Only access to the Roles from modifying the Forecast Rate Associations.

Timesheet

Ticket #: 338456 | TE-57182

  • Fixed an issue with Timesheet, wherein the Time Entry Notes were being displayed in a single line in Timesheet Notes section despite having multiple lines in the Note itself. The applied resolution required modifying the function to display multiple lines within the Notes section.

Ticket #: 387712 | TE-57388

  • Fixed an issue with Timesheet Manager, wherein no results were being returned upon searching for a Name containing some special characters. The applied resolution required modifying the function to correct the handling of these special characters.

Ticket #: 362144 | TE-56702

  • Fixed an issue with Timesheet, whereupon entering time in decimals with more than two digits resulted in the subsequent digits to be treated as hours. The applied resolution required modifying the function to correctly convert the decimal inputs into hours and minutes.

Ticket #: 391920 | TE-58085

  • Fixed an issue with Timesheets wherein the Timesheet Assignments for Users having the Timesheet Administrator Role could not be deleted or modified. The applied resolution required modifying the function.

Ticket #: 275135 | TE-46000

  • Fixed an issue with the processing of Holiday Sets where holiday time entries were not being created in the next calendar year. The applied resolution required modifying the process to allow for the creation of holiday time entries up to the end of the month of January in the next calendar year.

Ticket #: 361814 | TE-56719

  • Fixed an issue with Timesheets wherein User Timesheets were not moved to the new Workflow upon updating the Timesheet Template Workflow. The applied resolution required modifying the function to move the User Timesheets to the updated Timesheet Template Workflow.

Ticket #: 406921, 414733, 421266 | TE-59060

  • Fixed an issue with Timesheets wherein the existing empty timesheets falling within the exempt period, for Users who were added to the Exempt Timesheets list, were not deleted until accessed. The applied resolution required modifying the function to delete those empty timesheets that fall in the same period as the exempt list.

Work Breakdown Structure (WBS)

Ticket #: 394875, 403500 | TE-57988

  • Fixed an issue with the Date picker, wherein a picked date inadvertently shifted by a day when using the Safari browser.

Ticket #: 390184, 403897 | TE-57633

  • Fixed an issue with the Client list, whereupon clicking the Client browse button while editing a Project took a long time to load. The applied resolution required modifying the function to improve the performance.

Ticket #: 403073 | TE-59288

  • Fixed an issue with Projects, whereupon copying a Project with associated multi-select User Defined Field with a default value and having the Copy User Defined Field values option selected, resulted in an error message. The applied resolution required modifying the function to allow the copying.

Ticket #: 386232, 388599 | TE-57315

  • Fixed an issue with Project List wherein an error message was being generated upon saving the Imported Proposal Projects View with the Hidden option selected. The applied resolution required modifying the function to allow for successful saving of the Imported Proposal Projects View.

Ticket #: 392229 | TE-57813

  • Fixed an issue with Project Edit wherein an error message was being generated upon attempting to access the Project History tab. The applied resolution required modifying the function.

Ticket #: 399891 | TE-58511

  • Fixed an issue with Scoping, wherein an unscoped User was unable to see scoped Groups within the Add/Edit Template Assignment dialog box (Setup > Timesheet > Timesheet Templates > Timesheet Template Edit). The applied resolution required modifying the function to allow unscoped Users to view the list of scoped Groups.

Ticket #: 403534 | TE-58792

  • Fixed an issue with Projects wherein users with a hidden Options tab in their Tab Security were unable to see the User Defined Fields tabs when creating a new Project. The applied resolution required modifying the function to display the User Defined Fields tab accordingly.

Ticket #: 403534 | TE-59689

  • Fixed an issue with Project edit wherein Tasks with unapproved Time Entries could inadvertently be deleted from the Tasks page while editing a Project. The applied resolution required modifying the function to display a warning message, informing users that the they are about to delete Task(s) containing related entries and that deleting the Task(s) will permanently delete those entries, with an option to delete or to cancel their action.

Workflow Notifications

Ticket #: 361334 | TE-56873

  • Fixed an issue with Timesheet Workflow notifications whereupon transitioning the workflow to a State with two Notifications resulted in the second notification being sent out without a rejection note. The applied resolution required modifying the function to include the subsequent rejection note within the notification email.