PSA 2020 R3.1 - Resolved Issues

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

2021.01.28.2020R3.1.V1.EB

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

Automation

451458
459026
491427
497523
497858		 TE-62658 Additional logs were added to the Timesheet initialization Automation Service.
598161 TE-72588 Improved the performance of the Regenerate Financial Planner Data service.

Expense

603700 TE-72836

Fixed an issue with Expense Manager wherein assigned Expense Reports were not listed within the Assigned Reports tab under the following conditions:

  • The logged User is the Approval Group Manager of the Originator of the Report and the Alternate Project Manager of at least one of the Projects used on an Entry in the Report.
  • Originator of the Expense Report is the Project Manager of the Project used on an Entry in the Report and is the Functional Manager of their own Group.
  • Prevent Self Approval is selected for the Complete State which is assigned to the Project Manager.

Financial

595752 TE-72304 Fixed an issue with Invoices wherein the Currency box was empty if the Project Currency override option was turned off (Setup > Work > System).
529336 TE-67486 Fixed an issue with Invoicing, wherein the logged user was able modify an Invoice after having transitioned it to a State that was no longer assigned to them.
581405 TE-71109 Fixed an issue in Invoice Setup whereupon setting up a Batch Template Filter option and choosing to search for a Project by Client Name resulted in an error message.
592877 TE-72310 Fixed an issue with Invoices wherein the Prepayment Charges included in an Invoice were not implicitly being included in the Prepayment Amount upon associating the PO when creating the Invoice.
595898 TE-72710 Fixed an issue with Invoices, wherein the Currencies tab was showing for a few seconds if any of the following options were chosen for the Invoice Exchange Rate (Financial > Invoice Manager > Invoice Edit): Rate of the day, Invoice start date, Invoice end date or Entry date rate.
603374 TE-72819 Fixed an issue with Financial Planner Templates wherein special characters contained in their Names were causing an error upon accessing them.
599054 TE-72590 Fixed an issue with Financial Planner Templates whereupon selecting a different Template at the Project level resulted in the Date Columns to display according to the previously selected Template.
The applied resolution was to include the financial Calendar selection box within the General tab of the Financial Planner Templates setting page.
Note: By default, the Financial Calendar tagged as Is Default is selected.
606737
612686		 TE-73483 Fixed an issue with posted Expense Payable Batches (Financial > Payable Batches Not Posted > History) wherein clicking on any of the tab names (Users, Expense Reports and Overview) did not successfully load the tab.

Integrations

596555
597152		 TE-72435 Fixed an issue with QuickBooks and Great Plains integration wherein Clients having Contacts without the ability to logon to PSA can now be exported successfully.
599348 TE-72609 The Import Status (Setup > Organization > System > CRM Integration > CRM Integration Options > Advanced Options > Import Status) table columns can now be sorted.
603000 TE-73143 Fixed an issue wherein the Amex import was not using the defined rate within the Amex file.
620722 TE-74031 Fixed an issue with MS Teams Integration wherein an error message was being generated upon trying to create a Team in MS Teams if a Group Name policy was in effect for the client Azure active Directory.

Note that the following permissions must be granted when setting up the integration:
  1. Directory.Read.All (Application permissions)
  2. Group.ReadWrite.All (Application permissions)
  3. User.Invite.All (Application permissions)
  4. User.Read.All (Application permissions)

    For further details refer to Setting up the integration with Microsoft Teams| Creating an App in Azure.

Mobile

59628 TE-72368 Fixed an issue with PSA Mobile wherein Users having a password containing the + sign, were unable to login.
595860 TE-72315 Fixed an issue with PSA Mobile wherein the Purpose selection list box was displaying as an edit box upon choosing the Hotel Expense Item.
596271 TE-72365 Fixed an issue with PSA Mobile whereupon entering Time against an assigned Task, resulted in the Time Entry to appear against the User’s Default Task (if defined) or the System Default Task if the Timesheet Template was set up to show My Tasks or My Work Types Field.

My Home

594739
594777		 TE-72234 Fixed an issue wherein a blank page was being displayed for a logged user having the Homepage set as their Initial Page and where the Home Page Menu item was set as not visible for their Security Profile.

Notifications

618216
621061		 TE-73819 Fixed an issue with System Notifications whereupon modifications to a Notification were not being saved and Recipient changes resulted in an error.

Organization Breakdown Structure (OBS)

595238 TE-72259 Fixed an issue with the Terminology processing in the menu to better handle disallowed characters.
611902 TE-73613 Fixed an issue with Groups, wherein the Assigned User table was misaligned when using Firefox.

Product Entries

612037
613944		 TE-73597 Fixed an issue with Product Entries wherein Tasks flagged as Used By: Products were not appearing unless Used by: Money Charges was also flagged.

Reporting

578208 TE-70838 You can now act on an Invoice upon clicking an Invoice Reference Number (invoice Link Field) from an Upland Analytics report provided that you have the proper rights to do so.
612142 TE-72101 Fixed an issue with Programs wherein users without the View right to Portfolio, were unable to associate Project(s) to a Program.
594862 TE-72363 Fixed an issue with Reports wherein Group Managers without the Can Report on Any User Scope permission (Setup > Organization > Users > User Edit) were able to view all User Leave Time Entries when running the Leave Time report (Reports > Leave Time).
594697 TE-72235 Fixed an issue with Upland Analytics whereupon choosing to sort a report by the Project Link Field resulted in incorrect sorting.
604836
608600		 TE-73229 Fixed an issue with Ad-hoc Reports whereupon modifying Report and saving it cleared out the Filter Text Field Parameters.
614892 TE-73666 Fixed an issue with Upland Analytics wherein the Project Allocation Hard Booking Hrs was showing double the amount of allocated hours.

Resource Management

595879 TE-72316 Fixed an issue with Work Plans wherein an error message was being generated upon clicking the Save & New link within the New Booking dialog box.
595310 TE-72248 Fixed an issue with Project Scheduling wherein the Task list was empty when using the Quick Add functionality.
596526 TE-72426 Fixed an issue with Project Work Plan wherein the Project Team Members View was empty upon attempting to find matches.

REST API/SDK

605513 TE-72991 When creating a User using the API, Licence count is now properly checked.
610164 TE-73365 When creating a Task using the API, the Enable ETC option of the Work Type is now inherited.

Timesheet

594693
594768		 TE-72199 Fixed an issue with the Timesheet Manager wherein some entries, under certain conditions, were missing from the list when View Assigned Timesheet As All was selected.
604024 TE-72893 Fixed an issue with Timesheet Manager wherein some Time Entries were missing upon selecting the Assigned Timesheet View As All option for an Approval Group Manager.
* TE-72518 Fixed an issue with Timesheet Manager wherein, attempting to vertically scroll down the list on the Timesheet Manager page, using the mouse scroll wheel, was only working when the cursor was over the scrollbar.

(* Zendesk ticket ids: 597961, 614933, 615553, 616211, 617112, 618091, 618259, 618333, 618511, 618877, 618899, 618917, 619257, 620288, 620992, 621767, 621868, 621928, 622974)

Work Processes

593687 TE-72182 Fixed an issue with Work Processes wherein the logged user was able to act on an Entry, after having transitioned it to a State that was no longer assigned to them, when using Microsoft Edge.
595871 TE-72366 Fixed an issue with Work Processes wherein the associated User Defined Fields could be modified while the Entry was in a read-only State.

Work Breakdown Structure (WBS)

594619
597213		 TE-72232 The browse for Tasks option now utilizes the contains-in logic search functionality.
579985 TE-70921 The Invoices Not Posted list (Setup > Work > Clients > Client Edit > Invoice) can now be sorted in ascending or descending order based on the Amount column.
579974 TE-70933 An error message is now being displayed upon trying to change the Project of a Task with Billing/Cost associations with Time Entries against the Task informing you: “You cannot modify or delete this record. Please replace or remove the Rate Rule associations before making any such modification.”
589642 TE-71848 Fixed an issue with Clients wherein an Access Denied message was being triggered upon trying to open the POs tab if the Client Name contained some special characters such as the @ sign.
596561 TE-72427 Fixed an issue with Project Planner, wherein Resource Bookings were not being saved under certain conditions.
596081 TE-72454 Fixed an issue with Projects, whereupon trying to modify a Task Name (Project List > Project Edit > Manage tab > Tasks) using inline editing, resulted in an error message if the Start Date and End Date Columns were removed from the table.
608497 TE-73232 Fixed an issue with Project Overview wherein duplicated lines and incorrect values were being displayed when scrolling a long list of Team Members.

Other

602130
602208		 TE-72743 Fixed an issue with the on-page Filters wherein the Filter settings within the Project Task (Project List > Project Edit > Tasks) inadvertently tied to that of the User List instead of the Tasks list (Setup > Work > Tasks).

Release Update 3.1.1

Reporting

578208 TE-74249 You can now access a Project, Expense, Timesheet or Invoice through their respective Link Field from an Upland Analytics report.

Release Update 3.1.2

Financial

628065 TE-74255 Fixed an issue with Financial Planner wherein an error message was being generated upon trying to access a Project's Financial Planner in Forecast View, where:
A- Fixed Fee with Milestone was selected as Revenue Forecast Method
and
B- Total completion time percentage (Actual time or Planned time ) was less than the Milestone Cumulative % (Milestone Billing Amount)

Mobile

628366 TE-74278 Fixed an issue with Mobile Expense Reporting wherein the list of Expense Items was not being filtered based on the chosen Project/Task.

Reporting

628366 TE-74262 Decommissioned User(s) can now be selected and added to the selected table when browsing for Users within RDLC reports.

Work Breakdown Structure (WBS)

628076 TE-74261 You can now successfully save Project Billing Milestones regardless of the chosen Regional Date Settings.
627922
628103
628112		 TE-74265 When searching for Tasks by Name within the Assign Tasks page, the list of Tasks is now returned as expected.