PSA 2024 R2.0.2 - Release Update

Below is a summary of the enhancement and resolved issue addressed in this release.

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

Enhancement

Upland Analytics

New Fields in the Timesheet Data Source (TE-98537)

Description: In organizations where billing rate names are crucial, contracts often depend on specific billing rule names that indicate different levels of work experience, education, or tasks performed. Each client and contract may have unique billing rule names that must be used for invoicing.

To support this need, four new fields are now available in the Time Entry Basic View within the Timesheet Data Source:

  1. Billing Rule Id: This is the Id of the Billing Rule associated with Billable Time Entries.
  2. Cost Rule Name: This is the Name of the Billing Rule associated with the Billable Time Entries & used for calculation of total Billable Amount.
  3. Billing Rule Id: This is the Id of the Cost Rule associated with Payable Time Entries.
  4. Cost Rule Name: This is the Name of the Cost Rule associated with the Payable Time Entries & used for calculation of total Payable Amount.

Benefit: These Fields ensure accurate billing and cost management by clearly identifying billing and cost rules in reports. Including billing rule names and respective rates in reports allows Project Managers to verify the correct billing rule for each Time Entry, ensuring the title matches the user's responsibilities and qualifications. Additionally, grouping billable time data by billing rule rather than by user enables more effective reporting on spending by labor category. This helps Project Managers analyze costs and billing more accurately, ensuring compliance with client contracts and improving overall financial management.

For further details refer to Timesheet Data Source and related Views.

Resolved Issue

Export to Excel - General

1573871 TE-98580 You can now successfully export the Project List to Excel, when a User Defined Field of Data Type Percentage, having no defined Min. or Default value, is included in the columns.
1576114 TE-98587 Fixed an issue where exporting the Task List with a large number of tasks was failing.