PSA 2021 R1.0 - Product Enhancements

1. The Payroll navigation option has been renamed to Payroll Manager.
2. Payroll Batches Not Posted has been renamed to Payroll Manager.
3. A new Filter option has been added to allow for the filtering of the Payroll Batches based on: Open, Posted, Exported and Not Exported status. As a result of which the Posted Batches button has been removed from the Payroll Manager list page.
4. Addition of the Column Selection functionality. The columns that display by default are: Batch Number, Company, Start Date, End Date, Total Time, Total and Posted. In addition, you can choose to include Created Date, Exported, Exported Date and Posted Date columns.
5. By default, the available Search criteria are: Batch Number, Company, Start Date and End Date. In addition, you can choose to include: Exported Date and Posted Date Search criteria.
6. By default, the sort order of the Payroll Manager list page is based on End Date in descending order.

For further details refer to Managing Payroll and Creating a new Payroll Batch.

In addition, these improvements have been made to the Batch Details pages:

Users

1. Addition of Column Selection with the options: User Name, Id, Primary Role, Functional Group and Active Site.
2. By default, you can search based on: User Name, Id, Primary Role, Functional Group and Active Site.
3. Addition of advanced Filter capability wherein you can filter the Users list based on Active Site, Functional Group, Primary Role and User. When a Filter is applied:
   1. It is saved and remembered upon your next visit.
   2. Clicking Regenerate will trigger a confirmation message informing you that the Payroll Batch will be regenerated with the applied Filter and will reset all manual changes.
   3. When modifying the Payroll Interval or the Payroll Options, a confirmation message is displayed informing you that the Batch will be regenerated, resetting any manual modifications. The previously applied Filter is kept and applied.

   Note:

   • Any Filter modifications require that the Batch be regenerated.
   • You must Unpost a posted Payroll Batch if you wish to modify the applied Filter setting.

Timesheets

1. Addition of Column Selection with these default options: User Name, Id, Group, Start Date, End Date and Payable Hours.
2. In addition to the ability to search by User Name, Id and Group, these Search criteria are now also available by default: Start Date and End Date.

Time

1. Addition of Column Selection with these default options: User Name, Id, Task, Project, Hours and Amount.
2. In addition to the ability to search by User Name, Id and Task the Project search criterion is now also available by default.

Charges

1. Addition of Column Selection with these default options: User Name, Id, Task, Charge and Amount.

1. The Expense Payable Batches navigation option has been renamed to Expense Payable Manager.

2. Payable Batches Not Posted has been renamed to Expense Payable Manager.

3. A new Filter option has been added to allow for the filtering of the Expense Payable Batches based on: Open and Posted status. As a result of which the Posted Batches button has been removed.

4. Addition of Column Selection functionality. These columns are displayed by default: Batch Number, Company, Start Date, End Date, Expense Total, Charge Total, Total and Posted. Furthermore, you can choose to include the Created Date and Posted Date columns.

5. By default, you can Search based on Batch Number and Company. In addition, you can choose to include the Posted Date Search criterion.

For further details refer to Expense Payable Manager.

Description: Addition of a selection box where you can choose the information to be displayed within the Financial Summary section. The available options for Display Financial Summary are:

• Margin Total: Dependent on the selection of Margin Total in the Display Margin Section within View Settings.

• Margin % by Revenue: Dependent on the selection of Margin Percentage by Revenue in the Display Margin Section within View Settings.

• Margin % by Cost: Dependent on the selection of Margin Percentage by Cost in the Display Margin Section within View Settings.
• Margin Net: Dependent on the selection of Net Margin in the Display Margin Section within View Settings.
• Margin % Net: Dependent on the selection of Net % Margin in the Display Margin Section within View Settings.
• Revenue by Charges: Dependent on the displaying of the Revenue category and Charges sub-category.
• Revenue by Expenses: Dependent on the displaying of the Revenue category and Expenses sub-category.
• Revenue by Roles: Dependent on the displaying of the Revenue category and Roles sub-category.
• Cost by Charges: Dependent on the displaying of the Cost category and Charges sub-category.
• Cost by Expenses: Dependent on the displaying of the Cost category and Expenses sub-category.
• Cost by Roles: Dependent on the displaying of the Cost category and Roles sub-category.
• Cost by Products: Dependent on the displaying of the Cost category and Products sub-category.
• Select All: Choose this option to select all above mentioned criteria.

Benefit: The Financial Summary section is now adjustable, and you can choose to hide the information even if the option is part of the Financial Planner details.

Note: The displaying of the information within the Financial Summary section is directly dependent on the chosen option(s) for the Financial Planner table. As an example, if Expense Cost is not part of the Forecasting, then the Cost by Expenses section will not show within the Financial Summary section even if selected.

For further details refer to Enabling the Financial Summary section to appear within the Financial Planner.

The option Company Settings has been added to the Calendar selection box when creating/modifying a Financial Planner Template (Setup > Financial > Financial Planner Templates). When selected, the chosen Calendar at the Company level will be used.

The precedence for the Calendar setting (highest to lowest) is as follows:

• Template level: The Calendar of the Template associated to the Project (Project List > Project > load Financial Planner > Template).
• Company level: The Calendar of the Company associated to the Project. (Project List > Project > Options tab).
• Client level: The Calendar for the Company associated to the Project’s Client (Setup > Work > Clients > Client > Invoice Options tab).
• System level: The Calendar for the System Default Company (Setup > Financial > System > Defaults).

Note: In a previous release, the ability to choose a Calendar at the Company level (Setup > Financial > System > Accounting System > Company List) was made unavailable. As of this release, this setting has been reinstated and is functioning as expected.

For further details refer to Creating a Financial Planner Template.

Description: PSA Invoices with Custom Tax rates can now be exported to QuickBooks Online for US Companies.

Mapping of Client Tax Group to QuickBooks Customer when importing to PSA:

• When a Customer in QuickBooks is associated to a Taxable Tax Code, the Sales tax Group of respective Client in PSA = Sales tax Item which is associated to Customer Tax Code.
• When a Customer in QuickBooks is NOT associated to a Tax Code (i.e, the tax code of respective customer is blank), the Sales tax Group of respective Client in PSA = Sales tax Item associated to default QuickBooks Tax Code.
• When a Customer in QuickBooks is associated to a Non_Taxable Tax Code (Exempt), the Sales tax Group of respective Client in PSA = Default Non Taxable Tax code (determined in QuickBooks).

When Exporting an Invoice from PSA to a QuickBooks US company, the tax code and Total Tax Calculation depend on:

• When the Sales Tax group of the imported Client is not overridden in PSA, the calculated Taxes in both systems are the same.
• When the Sales Tax group of the imported Client is overridden in PSA & set to a Sales tax Group which is mapped from QuickBooks, the calculated Taxes in both systems are the same.
• When the Sales Tax group of the imported Client is overridden in PSA & set to a Sales tax Group which is NOT mapped from QuickBooks, then the Total invoiced amount in QuickBooks is different from that of the Total invoiced amount in PSA.
• When the Sales Tax group of the imported Client = Exempt tax code, the tax code of Transaction item in QuickBooks Invoice = Exempt tax code and Total tax = 0

Note: If Automated Tax setting is enabled in QuickBooks Online and the Client has a Default Tax or Custom Tax, QuickBooks Online will override the Exported Tax with the Automated one (Location-Based).

For further details refer to Importing Taxes from QuickBooks Online and Exporting Taxed Invoices to QuickBooks Online | US Companies.

Description: The following two options have been added to the QuickBooks Online Integration Properties page:

1. Export PSA Invoice Number to QuickBooks “Invoice #” field located within the Invoice Export Options section. When selected, upon exporting an Invoice/Invoice Batch to QuickBooks Online, the PSA Invoice Number is exported and displayed as the QuickBooks Invoice #. If the option is not selected, the PSA Invoice Number will not be exported and the QuickBooks Invoice # will be set by QuickBooks.

2. Export PSA Expense Report Tracking Number to QuickBooks “Ref. No.” field located within the Expense Payable Export Option section. When selected, upon exporting an PSA Expense Payable Batch, the corresponding Expense Report Tracking Number(s) is exported and displayed as the QuickBooks Ref. No.

Use case: Adrian is tasked with setting up the PSA/QuickBooks Online integration so that while exporting Invoices and Expense Payable Batch, corresponding PSA PSA Invoice and Expense Report Tracking Numbers are displayed in QuickBooks as Invoice # and Ref. No. respectively. He can easily accomplish this task by selecting the Export PSA Invoice Number to QuickBooks “Invoice #” field and Export PSA Expense Report Tracking Number to QuickBooks “Ref. No.” field options.

For further details refer to Setting up the connection between PSA and QuickBooks Online.

Description: From the newly added Class Mapping page accessed through the QuickBooks Online Integration Properties (Setup > Financial > System > Accounting System > Company List > Company Edit) you can now choose to map:

• QuickBooks Online Invoice Class with PSA Time, Charge, Expense and Product.

• QuickBooks Online Expense Class with PSA Expense and Charge.

Note: The imported Classes are saved in the PSA database and are not available on the user interface.

For further details refer to Importing/Exporting Classes.

Description: The new option Jobs Map to PSA Projects has been added to the Accounting System page(Setup > Financial > System). You can import Jobs from Quickbooks Online and automatically create PSA Projects upon importing.

The Jobs Map to PSA Projects option is available upon selecting Quickbooks Online as the Accounting system and is not selected by default.

For further details refer to Importing Jobs and mapping them to PSA Projects.

Description: When the option Include Project Team data is selected for an associated Timesheet Template, Mobile Users belonging to a Project Team can easily search for un-assigned Clients/Projects/Tasks as follows:

• With the My Clients Field selected, the Timesheet owners will be able to search for Clients for which they have assignments and those Clients whose Projects they are a Team member of.
• With the My Projects Field selected, the Timesheet owners will be able to search for Projects for which they have assignments but also those Projects they are a Team member of.
  When this Field is preceded by My Client, it will be filtered to show only the Projects of that Client.
• With the My Tasks Field selected, the Timesheet owners will be able to search for Tasks for which they have assignments and those Tasks of those Projects they are a Team member of.
  When this field is preceded by My Client, My Project or My Work Type Field(s), it will be filtered based on the selected values for those Fields.

Benefit: With this addition, users belonging to a Project Team can now easily search for Clients/Projects/Tasks.

Description: User Defined Fields associated both to the Project Status Report and Project can now inherit their set values from the Project Status Report to the latter.

The Update From option located within the Field Properties dialog box when modifying a User Defined Field with prior Project association, allows you to choose if the field should be updated with the set values from a submitted Project Status Report.

For further details refer to Configuring a User Defined Field associated both to the Project and Project Status Report to update it's value from the submitted Project Status Report.

With the addition of the Currency option within the Field Properties dialog box when modifying an amount-based Project KPI Field in a Project Status Template, you can now choose to display the amounts in either Base, Project Cost, or Client Billing Currency.

Field Name	Available Currencies
	Base	Project Cost	Client Billing
Actual Billable
Actual Cost
Actual Non-Billable
Baseline Billable Budget
Baseline Cost Budget
Baseline Non-Billable Budget
Billable Charges
Billable Expenses
Billable Products
Billable Time Amount
Current Billable Budget
Current Cost Budget
Current Non-Billable Budget
Payable Charges
Payable Expenses
Payable Products
Payable Time Amount
Prepaid Amount
Recognized PO Amount
Reimbursable Expenses
Remaining PO Amount
Total Charges
Total Expenses
Total Invoiced
Total PO Amount
Total PO Consumed Amount
Δ Baseline Billable Budget
Δ Baseline Cost Budget
Δ Baseline Non-Billable Budget
Δ Current Billable Budget
Δ Current Cost Budget
Δ Current Non-Billable Budget

For further details refer to Setting the displayed Currency of the amount-based Fields within the Project Status Templates.

The following KPIs have been added to the Project KPIs tab within the Project Status Templates:

Furthermore, the following KPIs related to the Financial Planner are now also available from the Project Status Templates. The availability of these financial indicators enables you to observe your Project performance.

Based on your Financial Planner View these Fields are available:

• Margin Grand Total for Combined View
• Margin Grand Total for Actual View
• Margin Grand Total for Forecast View
• Margin Running Total for Combined View
• Margin Running Total for Actual View
• Margin Running Total for Forecast View
• Margin Total Actual for Combined View
• Margin Total Actual for Actual View
• Margin Total Actual for Forecast View
• Margin % by Revenue Grand Total for Combined View
• Margin % by Revenue Grand Total for Actual View
• Margin % by Revenue Grand Total for Forecast View
• Margin % by Revenue Running Total for Combined View
• Margin % by Revenue Running Total for Actual View
• Margin % by Revenue Running Total for Forecast View
• Margin % by Revenue Total Actual for Combined View
• Margin % by Revenue Total Actual for Actual View
• Margin % by Revenue Total Actual for Forecast View
• Margin % by Cost Grand Total for Combined View
• Margin % by Cost Grand Total for Actual View
• Margin % by Cost Grand Total for Forecast View
• Margin % by Cost Running Total for Combined View
• Margin % by Cost Running Total for Actual View
• Margin % by Cost Running Total for Forecast View
• Margin % by Cost Total Actual for Combined View
• Margin % by Cost Total Actual for Actual View
• Margin % by Cost Total Actual for Forecast View
• Net Margin Grand Total for Combined View
• Net Margin Grand Total for Actual View
• Net Margin Grand Total for Forecast View
• Net Margin Running Total for Combined View
• Net Margin Running for Actual View
• Net Margin Running Total for Forecast View
• Net Margin Total Actual for Combined View
• Net Margin Total Actual for Actual View
• Net Margin Total Actual for Forecast View
• Net Margin % Grand Total for Combined View
• Net Margin % Grand for Actual View
• Net Margin % Grand Total for Forecast View
• Net Margin % Running Total for Combined View
• Net Margin % Running Total for Actual View
• Net Margin % Running Total for Forecast View
• Net Margin % Total Actual for Combined View
• Net Margin % Total Actual for Actual View
• Net Margin % Total Actual for Forecast View

For further details refer to Available Fields from the Project KPIs tab.

The following KPIs have been added to the Project List column selection:

For further details refer to Out-Of-The-Box Column Selection options | Project List.

Addition of Work Item Workflows under Setup > Work where you can Create Work Item Workflows, manage existing ones and configure the Workflow Roles. Each Workflow created, drives, supports and represents a Work Item that will then be accessible from the left pane of the Project Edit Work Items tab.

The following out-of-the-box and configurable Work Item Workflows are available:

Action Item Workflow (TE-72868)

The standard out-of-the-box Action Item Workflow has the following States, State Attributes, and respective Assignments.

State	Attribute	Assignment
Open	Initial	Creator, Originator, Project Manager
In Progress	None	Creator, Originator, Project Manager, Project Team Members
Completed	Completed	Creator, Originator, Project Manager, Project Team Members
Closed	Read Only, Final

For further details refer to Out-of-the-box Action Item Workflow

Risk Workflow (TE-72867)

The standard out-of-the-box Risk Workflow has the following States, State Attributes, and respective Assignments.

State	Attribute	Assignment
Risk Identified	Initial	Creator, Originator, Project Manager
Risk Assessment	None	Creator, Originator, Project Manager, Project Team Members
Mitigation Strategy	None	Creator, Originator, Project Manager, Project Team Members
Risk Monitor	None	Creator, Originator, Project Manager, Project Team Members
Mitigated	Completed	Creator, Originator, Project Manager, Project Team Members
Risk Happened	Completed	Creator, Originator, Project Manager, Project Team Members
Closed	Final, Read Only

For further details refer to Out-of-the-box Risk Workflow

Issue Workflow (TE-72865)

The standard out-of-the-box Issue Workflow has the following States, State Attributes, and respective Assignments.

State	Attribute	Assignment
Open	Initial	Creator, Originator, Project Manager, Project Team Members
Triage	None	Creator, Originator, Project Manager
In Progress	None	Creator, Originator, Project Manager, Project Team Members
Resolved	None	Creator, Originator, Project Manager, Project Team Members
Verified	None	Creator, Originator, Project Manager, Project Team Members
Completed	Approved, Completed	Creator, Originator, Project Manager, Project Team Members
Closed	Final, Read Only

For further details refer to Out-of-the-box Issue Workflow

The creation and management of the Work Item Workflows is like other workflows in PSA.

From the General tab of the Workflow Edit page, you can define the general parameters. The States and Transitions can be set up from the graphical interface on the right. Once a Work Item Workflow is saved you can then access the Setup and Security pages.

From the Setup page you can define the Layout of the Workflow Item Entry page by selecting either the out-of-the-box Fields (light grey background color) or any available User Defined Fields (light blue background color) and dragging them to the desired position on the right pane.

From the Work Item Security dialog box, you can easily manage and grant the View/Modify/Create/Delete/Assign Rights to a Security Profile.

Note: The Next State Assignment Only right is not available from the Security dialog box.

For further details refer to Work Item Workflows

The Work Items can be accessed from the new Work Items tab when editing a Project. The list of available Work Items can be found on the left navigation pane. Upon selecting a Work Item, the right pane will be refreshed and lists the corresponding Work Item Entries.

From the List page you can:

1. Create a New Work Item Entry.
2. Refresh the page.
3. Delete selected Work Item Entries.
4. Export all items to Excel. If the exported columns include Calculated Fields with applied color indicators, the respective colors will be reflected in the corresponding cell background in Excel.
5. In addition to any User Defined Fields or regular Fields associated to the Work Item, by default, you can apply a Filter based on:
   1. Action Item: Assigned To, Created By, Created On, Updated On, Days Open, Deadline, Priority, State, Title and Tracking#.
   2. Issue: Assigned To, Created By, Created On, Updated On, Days Open, Deadline, Priority, Severity, State, Title and Tracking#.
   3. Risk: Assigned To, Created By, Created On, Updated On, Days Open, Deadline, Impact Score, Impacted Deliverables, Mitigation Strategy, Priority, Probability, Severity, State, Title and Tracking#.
6. Access the Column Selection. By default, these columns are displayed for each out-of-the-box Work Item:
   1. Action Item: Tracking #, Title, State, Priority, Days Open, Action, Created On, Updated On and Deadline. In addition to any User Defined Fields associated to the Action Item Workflow, you can choose to add: Assigned To, Created By, Health and Severity.
   2. Issue: Tracking #, Title, State, Priority, Severity, Days Open, Action, Assigned To, Created On and Date Modified. In addition to any User Defined Fields associated to the Issue Workflow, you can choose to add: Impact Score and Updated On.
   3. Risk: Tracking #, Title, State, Priority, Probability, Severity, Impact Score, Days Open, Action Created On and Updated On. In addition to any User Defined Fields associated to the Risk Workflow, you can choose to add: Assigned To, Created By, Deadline, Impacted Deliverables and Mitigation Strategy.
7. Search for an Item. By default, the available search criteria for all out-of-the-box Work Items are: Tracking #, Title, State, Deadline and Created By.
8. Pagination: To facilitate easy navigation across pages.
9. Sorting is available by clicking on the column header.
10. Easily Action on the Entry.
11. Clicking the Tracking Number will allow you to access the Work Item edit page where you can Modify, Action or Share the Entry with a colleague:
    1. From the General tab you can modify the General Work Item Entry options.
    2. From the Comments tab you can create or manage Comments.
    3. You can easily manage the State Assignments from the Assignments tab.
    4. From the Linked Items tab you can link existing or new Work Item Entries.
    5. From the Attachments tab, you can create or manage Notes as well as Documents and Links.
    6. From the History tab, you can access and view the detailed History.
12. Expanding an Entry line item will allow you to Modify, Action or Share the Entry directly from the list page without the need to navigate away from it.

    Note: In order for a Sharee to view a Work Item Entry, they must be granted the View permission to the Work Item.

13. Inline editing is available for:
    1. Priority, Severity and Probability - Click the required cell and select an option from the list.
    2. Title - Click the required Title cell to modify it. When finished, click close (x) to cancel or the check mark () to save your changes.

    Note: As a visual indicator, the background color of the editable items will change to white upon hovering over them.

For further details refer to the Work Item Entries section of the online help ceneter.

Description: The Work Item count Fields can be added to the:

• Column selections: in Project, Project Program Association and Project Overview Summary section

• Project KPIs: Project Status Reporting Templates

This allows you to conveniently view the number of Entries per Work Item at a glance. Clicking on the count link will take you directly to the corresponding Work Item List page where you can view and/or action on the Item(s). These new Fields are: Action Item, Issue and Risk.

Note: The ability to access and/view Work Items upon clicking the count link is managed by the Work Item Workflows permissions.

The legacy Work Process Fields have been renamed to include the WP as the prefix. The list of renamed Fields are:

For further details refer to:

• Out-Of-The-Box Column Selection options | Project List
• Out-Of-The-Box Column Selection options - Program Projects tab
• Available Fields when Creating a Summary Layout
• Available Fields from the Project KPIs tab

The security and access control permissions of the Work Items can be managed through:

Tab Security:

The Work Items tab can be Hidden or Locked based on the Tab Security setting under Setup > Organization > System > Security > Security Profile.

• When the Hidden option is turned on for a Security Profile, the Work Items tab from Project Edit will be hidden.
• When the Lock option is turned on for a Security Profile, associated Users can only view the Work Items.

For further details refer to Setting the access rights to Project tabs.

Security Profile:

Work Item Workflow Roles and Work Item Workflows security permissions with View/Modify/Create/Delete rights can be granted from the Setup > Work menu of a Security Profile edit page. These permissions allow users (typically system Administrators) to create and manage the Work Item Workflows.

For further details refer to Allowing Users to create/manage Work Item Workflows.

Can attach documents to Work Item Entries security permission with Yes/No rights can be granted from the Entry > Document menu of a Security Profile edit page. This permission allows users to create and manage attached Documents and Links.

For further details refer to:

• Allowing Users to attach Documents to Work Item Entries
• Allowing Users to create/manage Work Item Workflow Roles

Work Items Workflows security permission with View, Modify, Create, Delete, Next state assignment only and Assign rights can be granted from the Workflows menu of a Security Profile edit page (Workflows > Work Item Workflows). These permissions allow users to create and manage the Work Item Entries.

For further details refer to Allowing Users to create/manage Work Item Entries.

Note: By default, the Work Items Workflows rights are granted to the Administrator security profile only.

Can delete other Users’ comments on Work Item Entries and Can edit other Users’ comments on Work Item Entries security permissions with Yes/No rights can be granted from the Setup > Work menu of a Security Profile edit page. These permissions allow users to delete and/or modify other Users’ comments.

For further details, refer to Allowing Users to delete/edit other Users’ comments on Work Item Entries.

Upon upgrading to 2021 R1, Security Profiles with existing Work Process permissions will be granted the corresponding Work Items permissions according to the table:

Note: The legacy Issues, Risks and Action Items under Work Processes are still available. However, it is recommended that you use the new Work Items going forward.

Description: New Audit Trail options have been added under the Setup > Work menu of the Audit Trail (Setup > Organization > System > Security > Audit Setup) allowing you to track changes made to the Work Items and Work Item Workflows.

The following options are available:

• Work Item: Query, Insert, Update, Delete
• Work Item Detailed Auditing: Update
• Work Item State Change: Update
• Work Item Workflow: Query, Insert, Update, Delete, Suspend, Unsuspend
• Work Item Workflow Rename: Update
• Work Item Workflow Role: Query, Insert, Update, Delete

Furthermore, when the Work Item Detailed Auditing option, available under Setup > Work within the Audit Trail settings is turned on, changes made to the Work Items can be tracked and available on the History page to indicate what, when and by whom it was made, including the Linking/Unlinking, Creating and Copying of Linked items.

Note: The Deletion of Linked Item(s) such as an Issue associated to a Risk, is only tracked within the Audit Trail and is not displayed within the History tab.

For further details refer to

• Auditing of changes made to Work Item Entries
• Auditing of changes made to Work Item Workflows
• Auditing of changes made to Work Item Workflow Role
• Work Item Detailed Auditing

Description: You can now perform searches based on Work Items by Title and Tracking ID.

The top 5 search results are grouped by category and ordered by date descending for each line item. You can expand the search results to show up to a maximum of 25 per category.

Hovering over each search result line item triggers a tool tip detailing the Tracking #, Work Item title, and Project Name.

Benefit: The Global Search capability enables you to efficiently perform searches on Work Items based on full or partial entries.

For further details refer to Global Search Logic.

The following new System Tables have been added to accommodate the managing of the out-of-the-box Fields within the Work Items:

• Work Item Priority (Low, Medium, High, Critical, Blocking)
• Work Item Probability (Rare, Unlikely, Possible, Likely, Almost Certain)
• Work Item Severity (Insignificant, Minor, Moderate, Major, Catastrophic)

The out-of-the-box Impact Score User Defined Field is available Within the Risk Work Items and is calculated as [Probability] x [Severity]

Note: Decimal scores are rounded to the nearest integer value.

You can choose to Suspend Work Item Workflows from the Edit page (Setup > Work >

Work Item Workflows). When Suspended:

• The Work Item will not be available from the Project Edit if there are no corresponding active Work Item Entries.
• Where there are active Work Item Entries, the Work Item will remain visible and accessible. However, no new Work Item Entries can be created against it.

Note: Suspended Work Item Workflows appear in red.

For further details refer to Suspending Work Item Workflows

1. With this release, security was modified on these version 1 endpoints: ExpenseEntries, ExpenseItemDetails and Timesheet wherein the View permissions are now enforced on all GET endpoints according to the corresponding User’s Security Profile.
2. The Security for Time Entries API was modified wherein:
   1. The View permissions are now enforced.
   2. Get All: Will only return all Time Entries if the logged user has the Timesheet Administrator Role. Otherwise, only the Time Entries for the logged User will be returned.
   3. Get By Id: The Time Entry is returned if the user is either a Timesheet Administrator, has access to the related Project or the Time Entry belongs to the logged User.
3. New endpoints are now available to View all Time Entries for a specific Project or Task.
4. Scoping Rules are now enforced on the Project Team.
   1. api/v2/TimeEntries/Project/[projectId] : GET all time entries if user has the related project access.
   2. api/v2/TimeEntries/Task/[taskId] : GET all time entries if user has the related project access.

Caution: It is highly encouraged to use a Security Profile with Administrative privileges when working with the API. However, if you need to use a less privileged Security Profile, please ensure that all required View permissions are granted.

Description: A new endpoint for XML-based custom queries api/v2/query/XML?name=CUST_TEST_SP_XML_PARAM is now available.

This new endpoint receives a single query string parameter representing the customs stored procedure to be called with the request payload being an xml value containing parameters and values for the procedure.

Description: Addition of Can modify Project Financial Planner Template Security permissions to Setup > Organization > System > Security > Security Profile > Setup > Work with Yes/No access right.

Benefit: Allows controlling of the ability to select a different Financial Planner Template at the Project level.

For further details refer to Allowing Users to select a different Financial Planner Template at the Project level.

Description: The following two Security permissions have been added to Setup > Organization > System > Security > Security Profile > Setup > Financial with View, Modify, Create, Delete access right options:

• Cost Rule Rate Entry grants permissions to Cost Rule Rate Entries.
• Billing Rule Rate Entry grants permissions to Billing Rule Rate Entries.

For further details refer to Cost/Billing Rate Entry Security permissions.

Description: Edit Field User Defined Fields of Type Single Select and of Type Integer, Number, Timespan, Currency and Percentage now support calculations.

Calculated User Defined Fields can be associated to the Work Item Workflows.

Note: For the Type Selection User Defined Fields, the numeric value of the ID is used for the calculations.

For further details refer to Calculated User Defined Fields.

The newly added out-of-the-box My Projects Work Items Dashboard (Upland Analytics > Dashboard & Reports > Work Items Project Manager) allows Project Managers to have insight on their Project Work Items (Work Item Entries associated to a Project for which they are the named Project Manager) and to access them quickly.

For further details refer to Upland Analytics Out-of-the-Box My Projects Work Items Dashboard and Reports.

The newly added out-of-the-box Project Team Work Items Dashboard (Upland Analytics > Dashboard & Reports > Project Team) allows you to have insight on Project Team Work Items (Project Work Item Entries for which the Project Team members are assigned) and to access them quickly.

For further details refer to Upland Analytics Out-of-the-Box Project Team Work Items Dashboard and Reports.

Description: The KPI EAC (Estimate At Completion) Field has been added to the Project Status Report Entry Data Source and can be found within the Project Status Report Entry KPIs View.

Benefit: You can now report on the Estimate At Completion KPI.

For further details refer to Project Status Report Entry Data Source and related views.

The following Fields have been added to the Project View:

• Project Actual End
• Project Actual End Month
• Project Actual End Month Year
• Project Actual End Quarter
• Project Actual End Quarter Year
• Project Actual End Week
• Project Actual End Year
• Project Actual Start
• Project Actual Start Month
• Project Actual Start Month Year
• Project Actual Start Quarter
• Project Actual Start Quarter Year
• Project Actual Start Week
• Project Actual Start Year

The Project View is available from the following Data Sources: Assignment Budget, Client Purchase Order, Cost & Billing Rule Association, Enhanced Resource Request, Financial, Financial Planner, Financial Planner Combined, In/Out Timesheet, Invoice, Invoice Entry Details, Milestone Task Association, Money Charge, Product, Program Management, Project Budget, Project Entry Details, Project Management, Project Planning, Project Scheduling, Project Status Report Entry, Resource Bookings, Resource Request, Revenue Batch, Task Budget, Task Scheduling, Timesheet, WIP, Work, Work Item Entry and Work Process Entry. For further details refer to individual articles which are listed in this article: Upland Analytics Data Sources / views.

The User Out of the Office Field has been added to the User View within the Work and Organization Data Sources.

For further details refer to:

• Work Data Source and related views
• Organization Data Source and related views

The new Hourly Timesheet Entry View has been added to the Timesheet Data Source allowing you to report on these Fields:

• Hourly Timesheet Entry End Time
• Hourly Timesheet Entry Hours
• Hourly Timesheet Entry Note
• Hourly Timesheet Entry Start Time

For further details refer to Timesheet Data Source and related views.

Addition of a new Work Item Entry Data Source with these Views: Client, Linked Work Item, Linked Work Item Added by User, Project, Task, Work Item Attachment, Work Item Attachment Created by User, Work Item Attachment Modified by User, Work Item Entry, Work Item Notes, Work Item Notes Created by User, Work Item Notes Modified by User, Work Item Workflow History and Work Item Workflow History Modified by User.

Scoping is available for: All Projects, Available Projects, My Projects, Work Item Project Team and My Work Item Assignment.

Benefit: With the addition of the new Work Item Entry Data Source, you now have access to report on Project Work Items.

For further details refer to Work Item Entry Data Source and related views.

Addition of the following Fields to the Invoice Details view:

• Invoice Regular Svcs Amount w o Adjustment in Base Curr
• Invoice Regular Svcs Amount w o Adjustment in Client Curr
• Invoice Regular Svcs Amount w o Adjustment in Company Curr

Note: The value of these Fields is calculated based on the Regular Hours before Adjustments.

Furthermore, the Invoice Regular Svcs Amount in Client Curr calculation is now based on: The total of the Invoice Regular Svcs Amount + Invoice Overtime Amount in Base Curr + Invoice Double Overtime Amount in Base Curr.

For further details refer to Invoice Data Source and related views.

1. The Purchase Payable Batches navigation option has been renamed to Purchase Payable Manager.
2. Purchase Payable Batches Not Posted has been renamed to Purchase Payable Manager.
3. A new Filter option has been added to allow for the filtering of the Purchase Payable Batches based on: Open and Posted status. As a result of which the Posted Batches button has been removed.
4. Addition of Column Selection functionality wherein the columns displayed by default are: Batch Number, Start Date, End Date, Purchase Order Total, Tax Total, Total, Posted, Posted Date and Created Date.
5. By default, you can search for Batch Number. In addition, you can choose to include the Posted Date Search criterion.