PSA 2022 R1.0 - Resolved Issues

Below is a summary of the Resolved Issue addressed by this release.

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.