PSA 2024 R2.0 - Resolved Issues
PSA2024 R2.0 is set to be deployed to your staging sites on June 19, 2024. While production sites are set to be upgraded on July 21, 2024. The listed fixes will become available to you upon upgrading to 2024 R2.0.
Below is a summary of the main issues addressed by this release.
2024.05.28.2024R2.0.V1.EB,
Note: This page could be updated as new information becomes available.
API/SDK
| 1485206 |
TE-97229 |
Enhanced error messaging to provide more helpful information when supplying an invalid Data Type for a UDF via API. |
| 1481415 |
TE-96630 |
Rejection Notes are now created via API when transitioning Expense Reports. |
| N/A |
TE-97093 |
Fixed an issue where some Time Entry endpoint APIs were returning Time Entries that they shouldn’t have been. |
| 1472669 |
TE-96370 |
Fixed an issue wherein an error message was triggering upon attempting to add Time Entries for new Task Assignments using the API Endpoint. |
| 1481897 |
TE-96618 |
You can now successfully create Tasks (without providing start/end date) using the POST api/v2/Tasks when the Project has a defined End date. |
Audit Trail
| 1515270 |
TE-97362 |
The Changed For field in the Audit Trail Details dialog box now accurately displays the user who received the update, ensuring that the change history reflects the correct information when updating a User. |
Dashboards
| 1472672 |
TE-96289 |
Upland Analytics Dashboards associated with users and set as Initial Page now display as expected upon logging into the application. |
Financial
| #1531895 |
TE-97688 |
The Financial System Default Company is now selected by default when creating a new Invoice Batch. |
| #1524375 |
TE-97547 |
Resolved an issue wherein the Invoice number was incremented twice when it entered a State flagged as Generate Invoice Number if Allow Invoice number override was enabled. |
General
| 1498876 |
TE-97008 |
Fixed an issue with session management caused by deleting the last remaining document attachment from a PSA object. |
Impersonation
| 1465894 |
TE-96120 |
Fixed an issue wherein the Impersonate user search failed to return records for searches with more than 10 characters. |
Integration
| 1486734 |
TE-96712 |
Fixed an issue wherein error messages were displayed upon attempting to locate the associated Tax Group for non-taxable items during export to Sage within an Expense Payable Batch.
|
| 1473361 |
TE-96371 |
The connection to SAGE now functions as expected. |
| 1474685 |
TE-96403 |
Fixed an issue wherein exporting Invoices to Microsoft Dynamics GP failed if the logged-in user's Logon Name contained a backslash (\). |
1475452,
1486359 |
TE-96461 |
Fixed and issue whereupon updating an Invoice Workflow State using the API failed when the To the Attention of field was not empty. |
| 1480626,
1480749 |
TE-96541 |
Fixed the issue where invoices exported to Quickbooks were not marked as exported in PSA, causing an error. |
| 1484270 |
TE-96661 |
Fixed an issue with SAGE integration wherein Expense Payable Batches were being exported to system Default Company rather than the selected Batch Company. |
Invoicing
| 1525075 |
TE-97568 |
Imported Clients from Salesforce are now included as expected in Invoice Batches. |
| 1483247 |
TE-96667 |
The Invoice Summary tab now updates automatically upon modifying the Invoice. |
| 1473825 |
TE-96358 |
The available transition Actions for an Invoice now reflect that of the newly selected Invoice Workflow. |
| 1473825 |
TE-96356 |
You can now successfully include only some Time Entries in an Invoice. |
| 1478879,
1479130,
1479145,
1482075,
1482674,
1485402 |
TE-96513 |
Fixed an issue wherein the Invoice Credit Transactions were incorrectly populated when Work Type was used in the Segmentation Setup. |
| 1474685 |
TE-96514 |
Fixed an issue with Invoicing wherein the Invoice Transactions incorrectly did not capture the Account Name when Recognition Schedule was in place. |
| 1477389,
1479727,
1480834 |
TE-96544 |
Invoice Batch include all invoice-able actuals as expected regardless of the Project or Task Active status (Suspended or Decommissioned). |
| 1483246 |
TE-96626 |
Choosing Open Ended as the End Date option within the Date-based Search Filter located in Invoices tab is now remembered as expected for subsequent visits with the same user and browser. |
Legacy Timesheet
| 1494338 |
TE-97977 |
Fixed an issue in the legacy Timesheet, wherein the validation for unallocated IN/OUT Time occurred after Overtime Processing giving rise to the possibility of an uncompleted Timesheet having Overtime.
Note: This issue is related only to the legacy Timesheet. |
New Timesheet
| 1530161 |
TE-97646 |
You can now click on the "Notes" text in My Timesheet to open the Notes dialog box. |
| 1490015 |
TE-96806 |
The Project Work Types list now refreshes as expected when choosing a different Project during Task assignment. |
| 1494338 |
TE-96895 |
The date formats in the warning messages of the New Timesheet now adhere to those specified in the logged User's Regional Settings. |
Notifications
| 1521566 |
TE-97458 |
Fixed an issue wherein the Leave Request Workflow escalation Notifications incorrectly displayed the Parameter Name instead of its expected value for multiple Parameters. |
1472800,
1473670 |
TE-96316 |
Fixed an issue wherein the %REJECTION_NOTE% Parameter was empty within a Notification. |
1473302,
1473458,
1473478 |
TE-96319 |
Fixed an issue wherein the %INVOICE_PROJECT% Parameter was showing "0" instead of the Project name. |
Organization Breakdown Structure (OBS)
| 1473690,
1473950,
1479049 |
TE-96334 |
You can now successfully recommission a User without setting the User's Termination Date to Open ended. |
| 1477920,
1477120 |
TE-96463 |
You can now attach documents to Timesheet as expected without requiring the Can attach documents to Project permission. |
| 1492369 |
TE-96862 |
When terminating a user the Termination date is now correctly determined based on the unique ID of the user being terminated. |
Portal
| 1472478 |
TE-96326 |
Fixed an issue wherein any menu items added under Portal were no longer accessible to Security Profiles without the Can view Upland Analytics dashboards permission. |
Project Status Reporting
1483441,
1487424 |
TE-96631 |
The Work Items KPIs are now showing the correct values when included in a Project Status Report. |
Project Management
| 1477593 |
TE-96516 |
When modifying the Cost/Billing Actual Rates of a Resource from the Project Team page, the selection box now dynamically expands to the width of the column, improving readability. |
| 1484641,
1496467,
1498928,
1506823,
1514256 |
TE-96673 |
Fixed an issue where attempting to modify a Project End date resulted in an error if a Resource had Assignments against the Project but was not part of the Project Team.
|
| 1494747 |
TE-96894 |
Fixed an issue in Project Budget, wherein the Non-billable amounts for Actual, Current, or Baseline did not accurately reflect subcategory values when both Billable/Payable Time and Charge Entries for the same Task were created on the same day. |
1509202,
1535827 |
TE-97216 |
Resolved an issue where, under certain conditions, an error was generated when attempting to access the Project List. Validations have been implemented when saving a View to help prevent this error from occurring. |
| 1525645 |
TE-97569 |
Fixed an issue where, after the initial display of twenty invoices within the Invoices tab of the Project Overview page, additional records did not load as the user scrolled down the page. |
1472920,
1470900 |
TE-96223 |
As you type in the Actual Billing Rate or Actual Cost Rate selection boxes within the Project Team page, the list of available rates list is now filtered as expected to narrow down the options. |
1473837,
1473464,
1472863 |
TE-96318 |
When extending a Project End Date, all Task Assignments with End Dates matching the Project and Task End Dates are now also extended as expected to match the new Project and Task End Dates. |
| 1493129 |
TE-96863 |
Resolved an issue where users were being duplicated in the Project Team for each role they were booked on for the project, when the total booking between roles was unequal. |
Reporting
| 1535951 |
TE-97771 |
Fixed an issue in the Upland Analytics Task Scheduling Data Source where the Task Allocation Booking Hours fields incorrectly showed data for Decommissioned Users after their Termination dates, despite having no Bookings. |
| 1524906 |
TE-97567 |
Fixed an issue in Upland Analytics where canceling after associating User-Defined Fields to an object did not trigger the automatic syncing with the corresponding Upland Analytics Views.
|
| 1521887 |
TE-97489 |
Fixed an issue in Upland Analytics where the State Name could be incorrect for an object in a final State of its workflow if the workflow had multiple final states. |
| 1523309 |
TE-97653 |
In an RDLC report when selecting a user Parameter, you can now successfully select a User imported from the unsupported SOAP API. |
| 1498798 |
TE-96989 |
In an RDLC report when selecting a site Parameter, you can now successfully select a Site. |
| 1472616 |
TE-96286 |
In an RDLC report when selecting a Business Unit parameter, you can now successfully select a Business Unit(s). |
| 1409122 |
TE-96489 |
Fixed an issue with Upland Analytics wherein the Name of the State of a Project in it’s final State for Workflows having multiple Final States, may have shown incorrectly. |
| 1480523 |
TE-96539 |
The Subcontractor/Vendor selection box once again allows for the selection of items in PSA Reports. |
| |
TE-96642 |
Improved the performance of PDLC reports wherein under certain conditions an error message was displaying upon clicking Preview. |
| 1489065,
1498798,
1503456 |
TE-96775 |
The Site Parameter once again allows for the selection of items in PSA Reports. |
Resource Management
| 1508970 |
TE-97230 |
Fixed an issue in Work Plan where the wrong run-time Filters would apply when run-time Filters had been applied to a Public View. |
| 1525313 |
TE-97570 |
You can now successfully use Modify Booking for a Resource for which an Adjustment Entry exists. |
Scoping
| 1519769 |
TE-97445 |
Fixed an issue where an error message was displayed upon attempting to modify an Assignment for a Task whose Project was not within your Scope.
|
Timesheet Manager
1535278,
1445591 |
TE-97948 |
Fixed an issue when using Mass Action to Transition Timesheets, wherein Timesheets beyond the 25th selected to Transition were failing to do so. |
Timesheet Templates
| 1494235 |
TE-96885 |
Fixed an issue whereupon adding a new Leave Time to the Non-Working Time section of a Timesheet Template and clicking Save, caused the loading indicator to display and the Back button to become unresponsive. |
| 1491166 |
TE-96899 |
Fixed an issue where configuring a Timesheet Template to Show selected Days in specific colors and Display Holidays in color did not consistently reflect on New Timesheet as expected. |
Tools
| 1507895,
1509098,
1517124,
1517207 |
TE-97252 |
Fixed an issue where gaps could be created User Group History when updating User Group associations using Excel Import. |
| 1473014 |
TE-96314 |
Fixed an issue with the Excel Import, wherein the Import button was dimmed and unavailable for Users with the Import Security right. |
| 1472727 |
TE-96323 |
Fixed an issue with the Excel Import, wherein Projects imported using the Excel tool were missing User Defined Field values. |
| 1472727 |
TE-94438 |
Fixed an issue wherein Project Start and End dates were one day early when added or modified through Excel Import. |
| 1474161 |
TE-96363 |
The following columns are now available within the Excel Import Template as expected:
- Payable column in the Tasks sheet
- Payable and Capitalized columns in the Work Type sheet |
| 1475730,
1480237,
1483931 |
TE-96495 |
Fixed an issue wherein the Excel import having UK Formatted Dates (day/month/year) failed. |
User Defined Fields
| 1494350 |
TE-96900 |
Suspended User Defined Field values are no longer available for selection when creating a new Assignment through Timesheet. |
Users
| 1472808 |
TE-96292 |
Administrators can now successfully associate Cost Rates to Users. |
Work Breakdown Structure (WBS)
| 1478894 |
TE-96379 |
You can now successfully save a Client having User Defined Fields of Type Browse Control association. |
| 1466805 |
TE-96134 |
You can now successfully modify the Portfolio field of a Project which is not in an initial State. |
| 1473666,
1472920 |
TE-96296 |
You can now successfully save an updated Client Contact. |
Work Items
| 1506373 |
TE-97152 |
Fixed an issue with Work Item Workflows wherein the Escalation Notifications failed to generate if the Description field was removed from the Workflow form. |
| 1518822 |
TE-97452 |
Fixed an issue with Work Items menu within Project Edit, where text overlap could occur between menu items that spanned multiple lines. |
| 1500691 |
TE-97041 |
Users with the Can attach documents to Work Item Entries security permission can now successfully attach documents to Work Item Entries as intended. |