PSA 2020 R3 - Resolved Issues
Below is a summary of the main issues addressed by this release.
- Audit Trail
- Automation
- Entries
- Expense
- Financial
- Integrations
- Login
- Mobile
- Notifications
- Organization Breakdown Structure (OBS)
- Project Planner
- Reporting
- Resource Management
- Timesheet
- Work Breakdown Structure (WBS)
- Workflows
2020.11.26.2020R3.V2.EB
Note: This page could be updated as new information becomes available.
Audit Trail
| 509778 | TE-66563 | Improved the performance of queries within the Audit Trail. |
Automation
| 536536 573863 |
TE-70073 | Fixed an issue with the Automation Service wherein under some conditions the Project Initialization Service was failing. |
| 521627 | TE-66537 | Fixed an issue with Automation Service wherein the Process PO Notification failed upon processing. |
| 536536 | TE-67683 | Fixed an issue with the Automation Service wherein under some conditions the Project Initialization Service was failing. |
Entries
| 113273 | TE-68370 | The Creator box now defaults to the logged User name, when copying Charge/Product Entries. |
Expense
| 530130 | TE-67317 | Fixed an issue with Expense Reports, wherein User Defined Fields associated to an Expense Item were misaligned within the Details tab. |
| 526313 | TE-66875 | Fixed an issue with Expense Reports, wherein the project could be modified while the Expense Report was in a read-only State. |
| 524513 | TE-66752 | Fixed an issue with Expense Reports, wherein User Defined Fields associated to an Expense Workflow were missing from the Details tab. |
Financial
| 570197 | TE-70147 | Fixed an issue wherein Invoices were created for Projects which had no selected Tasks upon generating Invoices from an Invoice Batch. |
| 522378 | TE-66579 | Fixed an issue with Multi Client Invoice Manager wherein the selected Use Opportunity Contact option was not being retained upon generating an Invoice. |
| 499544 518641 |
TE-65991 | Fixed an issue with Multi Client Invoice Manager wherein the Clients list took a long time to load. |
| 522228 | TE-66552 | Fixed an issue with Multi Client Invoice Manager wherein the Invoice Batch was regenerated after changing its status. |
| 522228 | TE-66592 | The Mass Update of Invoices capability, previously located in the General tab of the Invoice Batch is now renamed to Update All Invoices and located on the Invoices tab. Note: All Invoices included in the Invoice Batch must be in the same State when using Update All invoices |
| 517642 | TE-66382 | Fixed an issue with invoicing wherein the chosen Default Invoice Workflow (Setup > Financial > System > Invoice) was not being reflected, upon creating a new Invoice Batch. |
| 522143 | TE-66595 | Fixed an issue with Multi Client Invoice Manager wherein attempting to generate Invoices could result in a timeout warning message. |
| 529321 529336 |
TE-67154 | Fixed an issue with Invoicing, wherein the logged user was able to post/unpost or export an invoice after having transitioned it to a State that was no longer assigned to them. |
| 522526 | TE-66583 | Fixed an issue with Invoicing, wherein the Delete button was still available upon transitioning an Invoice Batch to a Closed State, due to the page not refreshing. |
| 533278 | TE-67552 | Fixed an issue with Multi Client Invoice Manager, whereupon choosing to Use Client Settings as Payment Term and updating the Batch resulted in a different Payment Term to be set for the generated Invoices. |
| 361134 413193 |
TE-56610 | Improved the performance of Client PO page. |
| 522143 | TE-67651 | Improved the performance of Multi Client Invoice Manager when attempting to post a Batch containing a large volume of Invoice transactions. |
| 536303 | TE-67670 | Most Financial Planner columns can now be resized. Note: The Grand Total column, cannot be resized. |
| 549684 | TE-68660 | Fixed an issue in Financial Planner wherein under certain User Forecast Cost/Billing Rate choices, forecasting data was not being automatically regenerated to reflect a change in the rate. |
Integrations
| 567446 | TE-69819 | Fixed an issue with Salesforce integration wherein the corresponding Project Manager Field of Picklist Data Type in Salesforce was not being synchronized. |
| 500264 525052 |
TE-66397 | Fixed an issue with Integration wherein the Integration Menu Icon was missing when only the MS Teams Integration license was granted. |
Login
| 545820 | TE-68371 | The maximum length for the Password fields within the Edit and Preferences pages is now 16 characters. Caution: Note that any User passwords exceeding this limitation will have to be modified manually by the Administrator. |
| 493396 501782 |
TE-65933 | Fixed an issue with Login wherein the Sign me in automatically was not working as expected when trying to access the application using a URL that contained any session information where no active session existed. |
Mobile
| 569864 | TE-70207 | Fixed an issue with Mobile Time Entry wherein Users without Scope on their own Approval Group were unable to open their Timesheet. |
| 537147 | TE-67837 | Fixed an issue with Mobile Expense Entry whereupon modifying an existing Expense Entry, any Expense Items in the system could be chosen. |
Notifications
| 532266 | TE-68895 | Fixed an issue that caused the recipient’s email address who was the Originator and Creator of an Expense Report to appear twice in the Expense Report PM rejection System Notification email if the current State was assigned to Originator and Creator. |
| 497045 | TE-65786 | Fixed an issue with User Security wherein Users with View, Modify, Edit, and Delete access rights to Resource Type and Leave Time, were unable to access Overtime Policy and Leave Time from the Resource Type Edit page (Setup > Organization > Resource Types). |
| 496406 52184 |
TE-65865 | Fixed an issue whereupon attempting to upload a Company Logo (Setup > Organization > System) was unsuccessful. |
| 495216 | TE-65915 | Fixed an issue with Audit Trail, wherein the Project Name was missing from the Event Detail when creating a new Project. |
| 522863 | TE-66698 | Fixed the following two issues: 1. Users with the Modify rights on Invoices were unable to modify Invoices from the Project List. 2. Users without the Modify right on Invoices were able to access and modify Invoices through the Project Overview page. |
| 539498 | TE-67868 | Fixed an issue with User Security wherein a User without the admin right on Invoice was able to modify an Invoice State by accessing it through the Project List. |
| 524191 | TE-66701 | Fixed an issue with User Defined Fields associated to Client Contacts wherein the UDFs were missing post upgrade to 2020 R2.0. |
Organization Breakdown Structure (OBS)
| 561563 | TE-69314 | Fixed an issue with the Entries main page wherein clicking the Resource Scheduling Work Plan tile, would open My Work Plan page instead. |
Project Planner
| 572638 | TE-70270 | Project Plans containing a Task with Budget associations can now be saved regardless of the chosen Regional Date Settings. |
| 494827 | TE-65577 | A warning message is now being displayed upon attempting to modify the duration or the Start/End dates of a Task which has a Budget that will be affected by the change. |
Reporting
| 492502 497322 523930 |
TE-65653 | Fixed an issue with Upland Analytics wherein Reports with Formulas or If Functions listed in the Used but not reported on section were failing to execute. |
| 518289 520691 521773 |
TE-66515 | Fixed an issue wherein Upland Analytics was not loading for some users. |
| 278545 399667 |
TE-46820 | Fixed an issue with Upland Analytics wherein the Date fields were being exported as Text format to Excel. |
| 262897 | TE-43938 | Fixed an issue with Upland Analytics whereupon running a Pivot report, Field(s) used both as a Column and Measure were missing. |
| 392471 | TE-58183 | Fixed an issue with Upland Analytics whereupon attempting to run a Report that included a Custom Field which was similarly named as an out-of-the-box field was resulting in an error message. |
| 421497 | TE-60175 | Fixed an issue with Upland Analytics wherein a Custom Field, created with either a Count or Count Distinct function and used as a Pivot, was returning values in decimal format instead of integer. |
| 452674 | TE-62816 | Fixed an issue with Upland Analytics wherein the placement order of Custom Fields within the Columns section was being reordered upon saving the report. |
| 455204 | TE-63006 | Fixed an issue with Upland Analytics wherein the incorrect Total percentages were being displayed when running a Stacked Bar Report with the Horizontal Bar display option (Report Settings > Stack tab) selected. |
| 451702 459351 462975 |
TE-63488 TE-63725 |
Fixed an issue with Upland Analytics wherein Measure fields with decimal points were being rounded incorrectly in Pivot reports. |
| 465620 | TE-63954 | Fixed an issue with Upland Analytics wherein filtered Custom Fields were returning erroneous values. |
| 467266 525899 |
TE-64120 | Fixed an issue with Upland Analytics wherein users with Upland Analytics Read Only rights were able to modify a report previously created by them. |
| 389225 | TE-57532 | Fixed an issue with Upland Analytics wherein the same Field used as a Column and as a Grouped by option when pivoting, were missing upon running the report. |
| 561660 | TE-69539 | Fixed an issue with Upland Analytics whereupon impersonating a user and viewing a report where a Filter was applied based on Current logged in user, the shown data was based on the impersonating user instead of the impersonated one. |
| 573393 577085 580450 |
TE-70326 TE-70762 |
Users with the Upland Analytics Read Write access right are now able to successfully copy a report created by another user. |
| 574491 | TE-70442 | Fixed an issue with Upland Analytics whereupon running a report containing some Custom Fields resulted in an error. |
| 576881 | TE-70617 | Fixed an issue with Upland Analytics whereupon trying to save a Custom Field after turning the Enable threshold settings option off, resulted in an error. |
| 576468 577710 578535 |
TE-70625 | You are now able to successfully run Upland Analytics reports using Custom Fields with If condition(s). |
| 454020 533102 |
TE-65565 TE-67817 |
Fixed an issue with Upland Analytics wherein the On-Page Filter(s) were being ignored upon exporting the report as CSV/XLS files and downloading them from the File Manager. |
| 571785 | TE-70227 | Custom Fields contained within Pivot Reports now display the accurate number of decimal points. |
Resource Management
| 225316 | TE-68094 | Fixed an issue with the Work Plans wherein copying the values from one cell into another was not working as expected. |
| 572741 | TE-70293 | Fixed an issue with Resource Scheduling wherein an error was being generated upon accessing the Resource Scheduling Work Plan with a very large number of selected Groups. |
| 524094 524197 |
TE-66554 | Fixed an issue with the Work Plans, wherein over-allocated hours were not displayed in red until the page was refreshed. |
| 520024 | TE-66756 | Fixed an issue with the Work Plans, whereupon modifying multiple User bookings at the same time could result in the creation of new bookings against the shared Role. |
| 529236 | TE-67280 | Fixed an issue with Resource Management, wherein Users with Modify Rights to Hard Book were not able to alter a user's Hard Booking. |
| 522784 | TE-66645 | Fixed an issue with Project Work Plan, wherein the default From and To dates were set to current date upon creating a New Booking. |
| 531508 | TE-67348 | Fixed an issue with Resource Management, wherein no Allocations were being copied upon copying a Booking. |
| 533834 | TE-67611 | Fixed an issue with Resource Management, whereupon modifying a Booking resulted in the removal of all allocations when the allocation unit was set to FTE. |
| 536304 | TE-67671 | Fixed an issue with the Work Plans whereupon turning the Heat Map off then modifying the Heat Map Tolerance color values and turning the Heat Map back on resulted in the old colors to be shown. |
| 563178 | TE-69484 | The available options within the Booking Attributes list boxes are now sorted in alphabetical order. |
Timesheet
| 576356 | TE-70739 | Fixed an issue with Timesheet Template Setup wherein an error may have been generated upon accessing the User List to exclude Users from receiving email reminders. |
| 518272 518295 |
TE-66386 | Fixed an issue with Timesheet workflows whereupon transitioning the Timesheet through a workflow having at least two States assigned to Project Manager resulted in a Faulted Timesheet. |
| 524094 524197 |
TE-66702 | Fixed an issue with Timesheet wherein the Out of office functionality was not reassigning Timesheets accordingly. |
| 352470 | TE-55834 | Improved the performance of Timesheet Manager, when viewing the list of All Assigned Timesheets. |
| 541204 | TE-68048 | Fixed an issue with Timesheet Manager wherein a Project Manager who was also a Users' Approval Manager was unable to see the User's Time Entries within the Assigned Timesheets View if the Partial Rejection option was turned on for the Workflow Assignment Rule. |
| 564849 | TE-69563 | Fixed an issue with Timesheet Manager wherein a Group Manager was unable to see the User's Timesheet when Prevent Self Approval was turned on for Project Managers. |
| N/A | TE-68500 | To comply with General Data Protection Regulation (GDPR) the Timesheet Manager Tooltip now shows the sum of all contained Leave Time as a summary row titled Leave Time. |
| 560136 | TE-69315 | Improved the performance of transitioning Timesheets. |
| * | TE-69336 | Fixed an issue with Timesheet whereupon accessing a Timesheet configured to Show Timesheet History resulted in an error message. (* Zendesk ticket ids: 562016, 562022, 562028, 562029, 562035, 562036, 562040, 562048, 562050, 562062, 562063, 562064, 562065, 562066, 562071, 562072, 562073, 562078, 562082, 562087, 562096, 562097, 562098, 562106, 562120, 562125, 562133, 562137, 562139, 562140, 562144, 562149, 562150, 562153, 562155, 562169, 562173, 562187, 562192, 562197, 562198, 562208, 562216, 562228, 562236, 562237, 562241) |
| 570509 570513 570651 |
TE-70039 | Fixed an issue wherein Assignments past their End Date were being listed within a User's Timesheet. |
Work Breakdown Structure (WBS)
| 415731 | TE-66886 | Fixed a performance issue with Client list page for scoped Users. |
| 579935 | TE-70926 | You can now access the Associated Tasks list page when modifying a Project Milestone. |
| 499543 520695 522882 |
TE-65985 | Fixed an issue with Project Edit wherein the PO Line Items widget was missing for users who had chosen a specific Project Overview prior to 2020 R2.0 upgrade. |
| 505236 | TE-66204 | Fixed an issue with Task Entry Mass Update, wherein an un-scoped User could not see tasks belonging to a scoped project. |
| 498972 | TE-65925 | Fixed an issue with Milestone Billing wherein a User without the edit right on Billing Rule was unable to use the Billing Date Picker and modify the Charge and Work Type options. |
| 501181 | TE-66026 | Fixed an issue with Project Edit wherein opening a Project from the Hierarchy View, failed to display the information in the Milestones, Team Members, Invoices & PO Line Items lists. |
| 535886 | TE-67663 | Fixed an issue in the Project Milestones list wherein if the Billing Milestone column was not present in the table, changes made to the Billing attribute in the drawer were not saved. |
| 537531 | TE-67754 | Fixed an issue with Project Edit, whereupon saving a Project with xml incompatible characters in the Description resulted in an error message. |
Workflows
| 533002 | TE-67412 | The Sender for Expense Rejection Notification email will now show the Sender Name as it already did in Timesheet Notifications. |