PSA 2022 R1.0 - Resolved Issues
Below is a summary of the Resolved Issue addressed by this release.
- Automation
- Integration
- Expense Manager
- Financial
- Financial Planner
- General
- Global Search
- Notifications
- Organization Breakdown Structure (OBS)
- Reporting
- Resource Management
- Timesheet
- Work Breakdown Structure (WBS)
- Work Processes
- Workflows
2022.01.20.2022R1.0.V2.EB
Note: This page could be updated as new information becomes available.
Automation
794104 798083 |
TE-79691 | Fixed an issue with the Automation Service, wherein under certain conditions the Import Expenses from Concur Service was failing. |
Integration
806253 | TE-80156 | AMEX Transactions are now correctly mapping to their respective users upon Importing. |
Expense Manager
684308 688034 |
TE-77071 | Fixed an issue with Expense Manager, wherein under certain conditions some Expense Reports were not being transitioned to the next State. |
Financial
797172 | TE-79838 | Fixed an issue with Invoices, wherein some Invoice numbers were not being generated upon moving the Invoice to a State flagged as Generate Invoice number, when Allow Invoice number override was enabled. |
870258 | TE-81394 | Fixed an issue with Invoices, wherein the Invoice Number was being truncated to ten digits upon saving a newly created Invoice. |
Financial Planner
800071 | TE-79864 | Fixed an issue with the Financial Planner wherein there were discrepancies between the format of the Totals and the Time (hrs) columns. |
871568 | TE-81321 | Fixed an issue with Financial Planner, wherein the scroll-bar was unavailable when the tab was locked. |
762623 | TE-79690 | Addressed an issue with Financial Planner wherein under certain conditions, a saved a Baseline could be missing some data.
Upon saving a Baseline, the system will now verify if the Work Plan has changed and display a message to inform the user to refresh. |
General
848827 | TE-80495 | Fixed an issue wherein some users might find that they did not have sufficient permissions for certain Security Components. |
Global Search
785663 | TE-79429 | Fixed an issue with the upgrade scripts wherein the Global Search bar was turned back on upon the upgrade for environments where it had been turned off. |
Notifications
798211 | TE-79837 | Fixed a display issue with the Mark as Read/Unread indicator within the Notifications panel. |
805012 844540 846984 |
TE-80096 | The Timesheet and Project Workflow Email Notifications are now formatted as expected. |
845783 | TE-80318 | You can now transition assigned Work Process Entries when accessing them through the Live Links within the Notifications panel. |
Organization Breakdown Structure (OBS)
691225 | TE-80060 | Improved the performance of Out Of Office status of a User having a large number of assigned Timesheets. |
804419 804745 805407 805935 |
TE-80062 | Fixed an issue wherein Users were unable to search for a Client that they shared Scope with. |
804745 | TE-80069 | Improved the performance of the of the Clients list page. |
852626 858011 |
TE-80564 | Fixed an issue with Client Edit, wherein under certain conditions an overflow error message was being generated. |
Reporting
804340 | TE-80190 | The correct Process Date of Expense Reports imported from Concur is now displayed in Upland Analytics. |
Resource Management
791878 | TE-80834 | Fixed an issue with the Resource Scheduling Work Plan wherein under some conditions a User’s Allocated and Available hours did not sum to their Total Available Hours |
Timesheet
789777 | TE-79564 | Fixed an issue with the Assign Tasks list page wherein under some conditions all available Tasks were not listed. |
804893 845794 848594 |
TE-80075 | Improved the performance of Timesheet Manager by optimizing the way Note counts were being calculated. |
858501 | TE-80825 | Timesheets faulted on an older version of the Workflow can now successfully be restored. |
Work Breakdown Structure (WBS)
804182 | TE-80035 | Fixed an issue with Group and Work Type list pages wherein, under certain conditions all available items were not listed, and placeholder items were not displayed in bold. |
816548 847747 855130 |
TE-80185 | Fixed an issue with Project Edit, wherein under certain conditions an error message was being triggered upon trying to modify a Task Name. |
857135 | TE-80792 | Fixed an issue with Project edit, wherein the Forecasted Billing/Cost Rule Name was incorrect. |
855709 | TE-80707 | Budget Notifications set at the Task level are now sent when their Threshold is reached, and the Task is now being suspended as expected. |
798138 | TE-79842 | Fixed an issue with Projects wherein the State transition options remained unavailable following a custom Transition Rule failure. |
881468 | TE-81669 | Fixed an issue with Project List, whereupon making an inline update to the Health of a Project when required User Defined Fields exist on the Project resulted in an error message. |
798138 | TE-79842 | Fixed an issue with Projects wherein the State transition options remained unavailable when the transition was prevented by a custom transition Rule. |
Work Processes
880123 | TE-81635 | Upon changing the Workflow when creating a new Work Process Entry, the form is now correctly updated to match the selected Workflow. |
887082 | TE-81811 | When creating or modifying a Work Process Entry, associated User Defined Fields are now displayed as expected. |
Workflows
867135 | TE-81195 | Fixed an issue with the %WORKFLOW_STATE% Email Notification Parameter wherein the previous State Name was being returned instead of the next one if the Client field was not on the form. |