PSA 2020 R2 - Resolved Issues

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

Automation

Ticket #: 451813 | TE-62750

  • Fixed an issue with the Automation Service wherein the attachments were missing from the Report Generation email notification.

Ticket #: 490325, 501633 | TE-65260

  • Fixed an issue with the Automation Service wherein under certain conditions the automated process User Evaluation Service was generating an error message upon processing.

Dashboards

Ticket #: 465766 | TE-64112

  • Fixed an issue with the Group Leave Time calendar (Portals > Dashboards) wherein it was not possible to navigate to the previous/next months by clicking the Calendar arrow buttons or to view more Leave Requests by clicking the Show more link.

Ticket #: 465766 | TE-64895

  • Fixed an issue with the Group Leave Time calendar (Portals > Dashboards) wherein the Calendar’s vertical scroll bar disappeared upon clicking the Show more link, limiting one from viewing the complete Calendar.

Ticket #: 470273 | TE-64510

  • Fixed an issue with the Project Status Report Dashboard whereupon selecting a Project and then clicking the Project Planner link resulted in an error message.

Expense

Ticket #: 438494 | TE-61669

  • Fixed an issue with Expense wherein attempting to upload a file larger than 5MB resulted in an error message. The applied resolution required correcting the function to increase the maximum file upload size to 32MB.

Ticket #: 456495 | TE-63085

  • Fixed an issue with Expense Manager whereupon attempting to open an Expense Report containing an Entry with erroneous Total Tax value was resulting in an error message.

Ticket #: 457344 | TE-63181

  • Fixed an issue with Expense Import Transactions wherein no transactions were being imported for a specific .csv file format.

Ticket #: 450623 | TE-63373

  • Fixed an issue with Expense Import Transactions wherein the message indicating a file had already been imported was not displayed.

Financial

Ticket #: 457157 | TE-63135

  • Improved the performance of creating a new Rate Entry in Billing Rules.

Ticket #: 451634 | TE-62674

  • Fixed an issue with Invoice Manager whereupon attempting to create an Invoice Note Entry was resulting an error message.

Ticket #: 460125| TE-63429

  • Fixed an issue with Invoice Manager whereupon attempting to post an invoice was resulting in an error message due to non-normalized data.

Global Search

Ticket #: 455617 | TE-62984

  • Fixed an issue with the User Defined Fields wherein incorrect UDF values were being populated upon accessing the User edit through Global Search.

Import

Ticket#: 426043 | TE-61024

  • Fixed an issue with Import wherein changing User Title through Excel Import will set the Title History to start as of the current date.

Integration

Ticket #: 455617, 470156 | TE-63726

  • Fixed an issue with the Concur Integration when importing an Expense Report with Transaction Date(s) later than the Project/Task End date.

Note: Prior to importing Expenses, please ensure that the Transaction Date(s) fall within the Project/Task Start and End date.

Leave Request

Ticket #: 468701 | TE-64342

  • Fixed an issue with Leave Requests where Time Entries from the wrong Leave Request may have been deleted, when multiple Leave Requests had an overlapping period and when one was sent through a transition flagged to Delete Time Entries.

Ticket #: 445240 | TE-62684

  • Fixed an issue with Leave Requests wherein the last updated date/time stamp of the Leave Request was not being set upon transitioning to a Discard State.

Ticket #: 470579 | TE-61023

  • Fixed an issue with Leave Requests Calendar wherein the calendar was not refreshing upon selecting a newly created View.

Login

Ticket #: 453333 | TE-62837

  • Fixed an issue with Login whereupon attempting to change an expired password was resulting an error message.

Ticket #: 407010 | TE-63859

  • In previous releases, the Sign me in automatically feature stored a persistent cookie, retained even after the User logged off of the application using the "Log Off" functionality (User profile > Log Off). In this release we have changed how this cookie is managed and now delete it when the "Log Off" functionality is used. Note that simply closing and re-opening the browser does not clear the cookie. If you have selected Sign me in automatically and close the browser, upon your next login, you will be logged in automatically.

Mobile

Ticket #: 434068 | TE-61474

  • Fixed an issue with Timesheets wherein the Business Unit, Phase, and Site boxes were not available for entry for a period where no Entries were made through the web application. Furthermore, searching for available Business Units or Phases was not returning any results.

Notification

Ticket #: 470705, 471015 | TE-64565

  • Fixed an issue with Budgets wherein Budget Threshold notifications were not being sent and the Project/Task was not being Suspended as expected.

Organization Breakdown Structure (OBS)

Ticket #: 454392 | TE-62918

  • Fixed an issue with Groups whereupon attempting to associate Work Type(s) with a Group (Setup > Organization > Groups > Group Edit > Select Work Types) was resulting in a wrong error message.

Ticket #: 454939 | TE-62953

  • Fixed an issue with User edit whereupon attempting to create a new Billing Rule with a Task dependency resulted in an error message if the total number of characters in the names of the Client, Project, Work Type and Task exceeded 128 characters.

Ticket #: 465978 | TE-64017

  • Fixed an issue with User edit wherein a logged user without the Create right on Cost/Billing Rule was unable to save a Rate Rule association.

Ticket #: 467781 | TE-64149

  • Fixed an issue with User edit wherein a logged user with View rights on Users was able to modify User Role associations (Setup > Organization > Users > Employment tab). The resolution was to prevent users without the Modify rights on Users to be able to change a User's Role association.

Ticket #: 467781 | TE-64152

  • Fixed an issue with User edit wherein a logged user with View rights on Role was able to modify the Role Members. The resolution was to prevent users without the Modify rights on Roles to be able to remove/add User(s) on the Role Members (Setup > Organization > Roles > Role Edit).

Ticket #: 468613 | TE-64228

  • Fixed an issue with User edit wherein a logged user with View rights on Users was able to modify User Overtime Policy and Workflow Roles. The resolution was to prevent users without Modify rights on Users to be able to view/modify User Overtime Policy and Workflow Roles (Setup > Organization > Users > User Edit > Entry Options tab).

Ticket #: 456822 | TE-63178

  • Fixed an issue with User edit wherein a logged user only granted the View rights on Groups was able to modify Group Approvers (Setup > Organization > Groups > Group Edit). The resolution was to prevent users without the Modify rights on Groups to be able to change a Group’s Approvers.

Ticket #: N/A | TE-64677

The layout of the Skill association page was improved as follows:

  • Addition of resizing capability to the table columns.
  • Decreased the size of the left section.
  • Increased the size of the dialog box (where applicable).

Ticket #: 468731 | TE-64256

  • Fixed an issue with Security whereupon attempting to create a Security Profile having the same name as a User Type (Setup > Organization > System > System Tables > System Table Edit) was resulting in an error message.

Reporting

Ticket #: 431688, 437402 | TE-61141

  • Fixed an issue with Upland Analytics wherein the Invoice Entry Billable Total Time field was returning an erroneous value.

Ticket #: 434553 | TE-61348

  • Fixed an issue with Upland Analytics wherein Reports created using UDFs associated to Workflows were not showing any results.

Ticket #: 443241 | TE-62181

  • Fixed an issue with Upland Analytics wherein reports were returning incorrect Leave Request Total Hours when the Leave Request hours per day was less than the User Calendar hours per day.

Ticket #: 446347, 450524, 453816, 454020 | TE-62209

  • Fixed an issue with Upland Analytics whereupon creating multiple On-Page Filters resulted in the Apply button to be unavailable and the Edit Filter dialog box unable to be closed.

Ticket #: 457954 | TE-63213

  • Fixed an issue with Upland Analytics Milestone view wherein the Milestone Percent Complete field was incorrectly showing a Boolean Y/N value instead of a numeric value.

Ticket #: 466027 | TE-64016

  • Fixed an issue with Upland Analytics wherein the percentage value for the Milestone Amount Percentage field was being rounded to the first decimal place instead of doing so on the second decimal place.

Resource Management

Ticket #: 450797 | TE-62755

  • Fixed an issue with the Work Plan where the highlighted period was not aligning with the logged user’s current date/time and the following period (next week) was being highlighted instead.

Timesheet

Ticket #: 447380 | TE-62333

  • Fixed an issue with Leave Time setup wherein Work Type was empty within the Task Edit dialog box (Setup > Timesheet > Leave Time > Leave Time Edit > Task tab > New).

Ticket #: 438396 | TE-61809

  • Fixed an issue with Leave Time setup wherein the User's Cost/Billing Associated Rules page was being displayed upon clicking the Cost or Billing buttons, instead of the selected Leave Time’s Cost/Billing Associated Rules page.

User Defined Fields

Ticket #: 450408 | TE-62581

  • Fixed an issue with User Defined Fields of Type Edit Field with System Table Data type wherein the options were missing from the interface.

Ticket #: 444975 | TE-62073

  • Fixed an issue with User Defined Fields of Type Hierarchical drop-down with Multi-value wherein the options were missing from the interface.

Ticket #: 444975 | TE-62073

  • Fixed an issue with User Defined Fields of Type Hierarchical drop-down associated to Projects whereupon updating the project by removing all selected values from a Hierarchical drop-down UDF and returning to the Project list page, left the previously selected values remaining visible in the list.

Work Breakdown Structure (WBS)

Ticket #: 438558 | TE-61775

  • Fixed an issue with Project Edit wherein an unscoped User was unable to see Tasks belonging to a scoped Project within the Budget Planner.

Ticket#: 438885 | TE-61664

  • Fixed an issue with Tasks wherein it was possible to modify it’s corresponding Project (Setup > Work > Tasks > Task Edit) despite having existing Invoice associations.

Ticket#: 452566 | TE-62805

  • Fixed an issue with Project Milestones wherein the Billing Date was truncated when accessing the page using either the Internet Explorer or Firefox Browsers.

Ticket #: 462734, 465895 | TE-63648

  • Fixed an issue with Projects whereupon attempting to add a User to the Project Team triggered an error message. The applied resolution was to modify the function to allow Security Profiles with Project Modify rights on Projects to be able to modify the Project Team.

Ticket #: 457736 | TE-63468

  • Fixed an issue with Clients wherein Client Contact(s) created via the API were not being listed in the Contact List page when browsing for a Project Contact (Project List > Project edit > Options).

Ticket #: 466904 | TE-64092

  • Fixed an issue with Project Work Plan whereupon accessing the User Work Plan from a Project Work Plan resulted in the Project Work Plan page to be cleared when using the Chrome 83.0.4103.61 Browser.

Ticket #: 467634 | TE-64200

  • Fixed an issue with Project Planner whereupon trying to access the Project Planner, having a Default Calendar where all days were Set as Working Days (Setup > Organization > System > Project Planning), triggered an error message.

Ticket #: 467343 | TE-64148

  • Fixed an issue with Project Planner wherein an error message was displayed upon accessing the Project Planner due to multiple Tasks having the same sequence number. The applied resolution required modifying the function to load the Project Planner without error and to allow the user to reorder the Tasks accordingly.

Ticket #: 454392, 456966, 458743 | TE-63509

  • Fixed an issue with Groups whereupon attempting to add a Work Type to a Group who’s members had assignments Against Tasks which ended in the past, was triggering an error message. The applied resolution was to modify the logic to set the Assignment End Date to the Task End Date if the Task End Date is prior to the Current Date otherwise to set it to Current Date.

Workflow Notifications

Ticket #: 450403 | TE-62636

  • Fixed an issue with Invoice Workflow wherein the Workflow Notification was not being sent with a Recipient set to the Group Manager.