PSA 2021 R1.0 - Resolved Issues

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

2021.05.17.2021R1.V1.EB

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

Audit Trail

#660214 TE-75968 Fixed an issue with Audit Trail wherein the Logon audit was not being recorded if the Sign me in automatically option was selected.

Integration

597152 TE-73026 Fixed an issue with Great Plains Integration whereupon attempting to export Clients under certain conditions, resulted in an error message.

Expense Manager

634831 TE-74727 Fixed an issue with the Expense Manager wherein the tooltip available for a State assigned to the Project Manager was not displayed under certain conditions.

Financial

626995 TE-74215 Fixed an issue with the Invoice Manager page, wherein visited/viewed Invoice Batches remained selected within the list page.
609841 TE-73892 A warning message now displays instead of an error one when attempting to create Charges against an Invoice with prior PO associations. Furthermore, upon clicking Back an information message is now being displayed instead of a warning one.
616256 TE-73773 Fixed an issue with Invoicing wherein Projects without a shared Scope with their Client were not being included within the Invoice Batch.

Financial Planner

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).
638949 TE-74851 Fixed an issue with Financial Planner wherein the View sometimes defaulted to Combined and the Calendar to 1901.
636449 TE-74682 Fixed an issue with Financial Planner Templates whereupon selecting a different Template at the Project level resulted in the Currency to display according to the previously selected Template.

Leave Request

639339 TE-74854 Fixed an issue with Leave Request whereupon deleting an approved Leave Request under certain conditions, resulted in the Leave Time Entry to remain within the User’s Timesheet.

Login

614862 TE-74141 Fixed an issue with SSO login, wherein under certain conditions an error message was being triggered.

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.
672982 TE-76599 The Preferred Terminology Names now display as expected when using the Mobile app.

Notifications

495449
559285
632305		 TE-74073 Fixed an issue with Notifications wherein under certain conditions, the Notification was being sent out with an erroneous User Name.

Organization Breakdown Structure (OBS)

636983 TE-74713 Fixed an issue with Security wherein users with the Assign Users to Task permissions, were unable to assign Task(s) to User(s) through the Project Team page.

Reporting

626830 TE-74281 Fixed an issue with Upland Analytics wherein the Task Allocation Actual Billable Hours Field value (Task Scheduling Data Source) was being multiplied.
628366 TE-74282 You can now access a Project, Expense, Timesheet or Invoice through their respective Link Field from an Upland Analytics report.
626586 TE-74220 Improved the performance of the VIEWTIMEENTRY view.
N/A TE-75299 Fixed an issue with Reports wherein a folder was missing from the Application tab.
628366
630058		 TE-74262 Decommissioned User(s) can now be selected and added to the selected table when browsing for Users within RDLC reports.
626045 TE-74167 Fixed an issue with PSA Reports wherein navigating between the tabs was not possible.
628150
628517		 TE-74257 Fixed an issue with PSA Reports wherein the selected Project and Client parameters were not being saved.
636677 TE-74680 Fixed an issue with the Detailed Leave Time Report wherein leaving the Users/Groups Parameter boxes empty resulted in all User’s Leave Time being displayed. Note that both Project and User Parameters must be selected for the Report to return data.
636695 TE-74681 Fixed an issue with the Project Time Details with Notes Report wherein leaving the Projects/Work Types/Users Parameter boxes empty resulted in all Projects data to display.

Resource Management

630581 TE-74445 Fixed an issue with the Workforce Planning Notifications, wherein the notification failed to trigger for the Allocated on a Project Action.
630581 TE-74545 Fixed an issue with the Workforce Planning Notifications, wherein two email notifications were being sent upon modifying a Role based Soft Booking to a User based Hard Booking.
630581 TE-74546 Fixed an issue with the Workforce Planning Notifications, wherein two email notifications for Soft Booking were being sent upon splitting a Role based Soft Booking into a User based Hard Booking and a Role based Soft Booking resulted in two Soft Booking Notifications to be sent out.
618467 TE-73871 Clarified a situation whereupon a Role showed different availability between the top and bottom panels of a Work Plan when any matching resource was overbooked in the period.
Note: The top section of a Work Plan shows Role availability as the sum total of matching Resource availability excluding overallocation, while the bottom section shows Role availability including overallocation. While some matching resources may have availability in the desired period, the overall availability within that period may not be as much as perceived.

REST API/SDK

625767
625792		 TE-74165 Fixed an issue with the Charge API wherein no record was being created for a Custom Field.
625767 TE-74166 The Charge API now passes the appropriate Entry Date.
618996 TE-73874 Fixed an issue with the Project API wherein the Count was returning an error.

Timesheet

642836 TE-75092 Fixed an issue with Timesheet Templates wherein an error message was being triggered upon attempting to add/edit Notes for a Time Entry rejected by the Project manager if the Prevent Time Entry Notes on the Read-only States was enabled in the associated Template.

Tools

619683 TE-75302 Fixed an issue with the Import Logs wherein no logs were being displayed if the Date/Time Filter was set to Today.

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.
628076 TE-74333 You can now successfully delete a Milestone Billing Entry if the Milestone Billing Date is set to the Project Start Date.
623155
623674		 TE-74085 Fixed an issue with Project Milestones wherein the Detailed Audit Trail End date event was missing when completing a Milestone with an Actual Completion Date after Project End date.
632568 TE-74524 Improved the performance of transitioning Projects to the next State.
629343 TE-74340 Fixed an issue with Project wherein under certain conditions an error message was being triggered upon transitioning the project to the next State.
640509 TE-74874 Fixed an issue with Project List wherein the Δ Current Time Budget value included Budgets from Tasks and Assignments which shared the same Unique Identifier as the Project.
639679 TE-75580 Fixed an issue with Project Milestones wherein newly created Milestone(s) were not listed within the Milestone selection box upon inline-editing a Task.
661866 TE-76003 Fixed an issue with Project Milestones wherein the previously selected Exclude From invoice selection box was reverting to unselected upon creating a Billing Milestone from the drawer.
661923 TE-76004 Fixed an issue with Project Milestones wherein modifying the Total Amount by choosing a lower value than the original amount and choosing to propagate the change to existing entries was resulting in an error message.
634672 TE-74600 Fixed an issue with Project Workflows wherein Projects in a Final State did not inherit a new Workflow instance upon modification. An error message now displays when attempting to change the Workflow of a Project which is not in Initial State informing you that the Project Workflow cannot be updated because the Project is not in the Initial state.