PSA2022 R2.0 - Resolved Issues
Below is a summary of the Resolved Issue addressed by this release.
- Expense Manager
- Integration
- Financial
- Financial Planner
- Login
- Leave Time
- Leave Request Manager
- Mobile
- Notifications
- Organization Breakdown Structure (OBS)
- Reporting
- Upland Analytics
- REST API/SDK
- Resource Management
- Timesheet
- Timesheet Manager
- Work Breakdown Structure (WBS)
2022.01.20.2022R1.0.V2.EB
Note: This page could be updated as new information becomes available.
Expense Manager
| 1043118 | TE-84120 | Users can now create Expense reports on their Termination date. |
Integration
| 1042931 | TE-84134 | Upland Analytics logs are no longer displayed with the Salesforce Import status logs. |
| 1041613 | TE-84829 | Fixed an issue wherein publishing an opportunity to Salesforce was failing. |
Financial
| 1049012 | TE-84287 | You can now successfully post Invoices containing only Money Charges without having to close the Timesheet Period. |
Financial Planner
| 1089830 | TE-85507 | Fixed an issue with Financial Planner, whereupon creating large adjustment values on a single day may have resulted in extremely large revenue amounts displaying on the Financial Planner. FICO - Financial Planner duplicate line entries - similar to TE-78634 |
| 1106329 | TE-86052 | Fixed an issue with Financial Planner wherein a User's hours were summed under the Alternate Role when booked under multiple Roles on a Project. |
Login
| 1110813 | TE-75943 | Improved the error handling of the logon page. |
Leave Time
| 1106521 | TE-86007 | You can now delete Leave Time Task(s) that are created under an out-of-the-box Leave Time |
Leave Request Manager
| 1052857 | TE-84446 | Aging Leave Request Workflow Notifications now display in proper formatting. |
Mobile
| 1076424 | TE-85063 | The Notes counter now displays only the number of Timesheet Type Notes within the Assigned Timesheets view. |
| 1084921 | TE-83997 | Fixed an issue wherein an empty page was being displayed upon accessing Assigned Timesheets or My Timesheet list pages if the Regional Date Settings was in DD-MM-YYYY format when using iOS devices. |
Notifications
| 1048868 | TE-84259 | Fixed an issue wherein Announcement Notifications were failing when multiple recipients had the same email address. |
| 1050956 | TE-84294 | Project Workflow Notifications are now sent to specified Email Addresses as expected. |
| 1057552 | TE-84579 | Soft Booking Notifications are now sent to specified Email Addresses as expected. |
| 1058790 | TE-84619 | Fixed an issue with Invoice Notifications wherein the Notification was not being sent to Client Contacts when the email was a semi-column delimited list of Email addresses. |
| 1057564 | TE-84928 | The reminder to approve Completed Timesheet Notification is no longer creating Notifications when the recipient (Approval Group Manager) is Suspended/Decommissioned |
| 1085006 | TE-85415 | Fixed an issue with Resource Request Notifications, whereupon submitting a Resource Request duplicate notifications were being sent to the recipient. |
| 1051218 | TE-84441 | Fixed an issue with Recurring Billing Rules wherein some occurrences were missing for Yearly Recurring Rule Pattern. |
| 1087453 | TE-85437 TE-85903 |
Fixed an issue with Notifications, wherein under certain conditions some custom notifications were not being sent to recipients. |
Organization Breakdown Structure (OBS)
| 1037227 | TE-83935 | Fixed an issue with Users list, wherein disassociating a User Defined Field which was part of the Column Selection, resulted in an empty Users list page. |
| N/A | TE-84293 | You can now successfully modify the Resource Type of a Suspended/Decommissioned. |
Reporting
| 1043877 1046505 1048994 1051378 |
TE-84269 | Fixed an issue with RDLC Reports whereupon previewing a report which has no parameters resulted in the report displaying in only a small portion of the viewing area. |
| 1104219 | TE-85937 | The Subtotal and Total values now align as expected when previewing the out-of-the-box Detailed Invoice by Project/Resource Report. |
Upland Analytics
For further details on how to use New Analytics please refer to New Analytics help center: https://help.uplandsoftware.com/NewAnalytics/Home.htm
For more details on Upland Analytics 2022 R1.0 - Resolved Issues please refer to: https://help.uplandsoftware.com/uplandanalytics/en/2022R1/releasenotes/2022R1.0Resolved.htm
| 1047540 | TE-84261 | Fixed an issue with the Upland Analytics Expense Data Source, wherein under certain conditions, some reports took a long time to load. |
| 1069587 | TE-84843 | The Gender Field has been removed from all Upland Analytics Views.
If you have existing reports using this Field, the column User Gender will be displayed as Unknown. Upon editing the report, this column will be removed, and your Report can be saved. |
| 898191, 902630 | TE-82231 | Improved the performance of Upland Analytics menu when using Firefox, Chrome and Edge browsers. |
| 785035 | TE-79442 | The exported Excel versions of Upland Analytics Reports with the Time Entry Notes Field, are now formatted as expected without large gaps. |
| 669626 | TE-76471 | The Calendar Date Month Year Field used under Rows section, now displays as expected in Pivot reports. |
| 646344 | TE-76029 | Grouped Common Columns are maintained when exporting to Excel. |
| 592368 | TE-74952 | Improvements were made to the performance of Upland Analytics reports. |
| 531987 | TE-69909 | When creating a Custom Fields using Functions, you can now select Boolean Fields in New Analytics. |
| 293795 638613 638622 794479 450448 |
TE-69069 TE-69034 |
You can now add Subtotals for any selected columns in New Analytics Reports from the Totals and Subtotals section under Settings & Design tab. |
| 237738 | TE-69011 | You can now Group Columns while creating Pivot reports in New Analytics from Group Columns section under Settings & Design tab. |
| 459261 | TE-63349 | Fixed an issue with the New Analytics, wherein Custom Fields were inadvertently returning inaccurate calculations post upgrade. You can now select SUM from the Totals and Subtotals section under Settings & Design tab. |
| 454605 456270 |
TE-62917 | The Total Amount Field now returns the expected value for Custom Fields in New Analytics. You can now select SUM from the Totals and Subtotals section under Settings & Design tab. |
| 359197 363481 |
TE-57117 | The Total Amount Field now returns the expected value for Custom Fields in New Analytics. You can now select AVG from the Totals and Subtotals section under Settings & Design tab. |
| 1088495 | TE-85484 | The Total Amount Field now returns the expected value for Custom Fields in New Analytics. You can now select SUM from the Totals and Subtotals section under Settings & Design tab. |
| N/A | TE-72221 | When creating a Custom Fields using Functions, you can now select Boolean Fields in New Analytics. |
| N/A | TE-65942 | You can now create a Filter directly on the selected Field in New Analytics. |
REST API/SDK
| 1098348 | TE-85787 | Fixed an issue with REST API/SDK wherein the GET and POST Notes request on TTIMEENTRY was failing. |
Resource Management
| 1086005 | TE-85406 | Fixed an issue with the Work Plans wherein the Notes dialog box was closing without saving the entry upon moving the cursor. |
| 1085053 | TE-85436 | The available Field Names are now listed within the Resource Request Filter dialog box as expected. |
| 1100733 | TE-85838 | The Roles selection box when modifying a Role through the Work Plans or the Booking dialog, now displays all available Roles assigned to the Resource. |
| 1106125 | TE-86146 | The Skills list accessed through the User Profile menu is now in alphabetical order as expected. |
| 1115566 | TE-86305 | Fixed an issue wherein under rare conditions resizing the columns in the workplan View may have corrupted the View. |
Timesheet
| 1044199 | TE-84173 | The Reason option is now displayed as “Raison” for users having selected the French Language, when choosing the Non-working Entry Type option upon creating/modifying an Assignment. |
| 1063304 1077273 1078444 1082261 |
TE-84720 | Entering decimal values in your Timesheet without a zero prefix (0.5 vs .5) no longer produces an error. |
| 1077273 1078234 |
TE-85103 TE-85070 |
Fixed some issues related to entering negative Adjustments. |
| 1052757 | TE-84418 | Fixed an issue wherein selecting a different Phase while picking an Assignment resulted in the Phase to revert to the default option upon saving. |
| 1053899 | TE-84420 | Upon accessing new My Timesheet through Timesheet Manager, the user's display name is now formatted as Last Name, First Name. |
| 1053468 | TE-84518 | New Timesheets are now properly respecting their Closed/Open Period status.
Caution: The logic determining whether a Timesheet is in a Closed or Open Period has been modified to now only consider the Start Date of the Timesheet rather than its entire span. |
| 1057679 | TE-84536 | Improved the performance when choosing the Enforce use of new Timesheet for all Users option. |
| 1063405 | TE-84691 | “Diplay Settings” in My Timesheet now reads Display Settings. |
| N/A | TE-85380 | The ETC and % Complete are removed from the Details tab of the Assignment Details panel and are now only displayed within the KPIs tab. |
| 1092286 1095013 1096016 |
TE-85611 | Fixed caching issue wherein under certain conditions, a blank page displayed when accessing various areas of the new Timesheet. |
| 1112870 1117640 |
TE-85754 | The Total hours within the Timesheet Summary section is now updated when a Time Entry is created either by:
• Approving a Leave Time • Process Holiday Automation Service |
| 1113232 1118093 |
TE-86204 | Timesheet Manager Views will no longer create Timesheets for Decommissioned/Suspended Users who's Termination Date is in the future. |
Timesheet Manager
| 1053132 | TE-84359 | Fixed an issue with Timesheet Manager whereupon applying a Filter based on a Workflow State Attribute was returning no results. |
| 1038111 | TE-84078 | Fixed an issue with Mass Action wherein the entire Timesheet was being approved when the Project Manager Approve option is selected and the approver is assigned the Timesheet Administrator Workflow Role. |
| N/A | TE-84519 | For French Users the Create option for Timesheet Manager Views now reads “Créer”. |
| 1110433 | TE-86267 | The loading icon displayed when accessing a Timesheet Manager View is now in synch with the background process and disappears only when the process is ended. |
| 1132901 | TE-86916 | You can now sort the Timesheet Manager by the Id column in ascending or descending order. |
Work Breakdown Structure (WBS)
| 1053086 1053686 |
TE-84356 | Fixed an issue with Project Overview, wherein the PO Line items were missing from the PO Line Items tab |
| 910021 913864 999953 1042412 |
TE-82498 | Improved the performance of the Rate Engine related to updates on Hourly Rate Rules. |
| 1063849 | TE-84774 | You can now successfully delete a Milestone which was copied from a Milestone already processed for invoicing. |
| 1020547 | TE-84212 | Suspended Roles are no longer listed when Booking a Resource from the Project Work Plan. |
| 1061054 | TE-84636 | You can now successfully update a Project associated to a suspended Portfolio. |