PSA 2024 R3.0 - Product Enhancements

Description: You can now GET, POST, PUT, PATCH, and DELETE Forecasted Rule associations in the Project Team through the API.

Caution: It is highly encouraged to use a Security Profile with Administrative privileges when working with the API. However, if you need to use a less privileged Security Profile, please ensure that all required permissions are granted.

Benefit: This enables technical clients to build tools for their user base to edit the Forecasted Rule associations in the Project Team and automate processes that currently require manual intervention. Moreover, the API will enable the development of seamless integrations to 3rd party systems by connecting endpoints together for data exchange.

Click here for more information on how to access the REST API documentation.

Description: You can now GET, GET ById, POST, PUT and PATCH User Defined Fields associations with Roles via the API.

Caution: It is highly encouraged to use a Security Profile with Administrative privileges when working with the API. However, if you need to use a less privileged Security Profile, please ensure that all required permissions are granted.

Benefit: This enables technical clients to build tools for their user base to create, modify and retrieve the User Defined Fields associated with Roles and automate processes that currently require manual intervention. Moreover, the API will enable the development of seamless integrations to 3rd party systems by connecting endpoints together for data exchange.

Click here for more information on how to access the REST API documentation.

Description: To enhance the transparency and accuracy of Audit Trails, for all time entry deletion events, the Task Name will now automatically be captured and displayed in the Comment field of the Event Details of Delete Time Entry log. This information will be formatted as follows: “Task Name: [NAME_OF_TASK]”

Benefit: By including the Task name in the Audit log, administrators will be able to track and understand deletions with greater clarity, ensuring that the Audit Trail contains sufficient context for effective monitoring and troubleshooting. This improvement strengthens the overall audit functionality by providing more granular details for Time Entry management.

For further details refer to Auditing Changes Made to Time Entries: Tracking Insert, Update, and Delete Actions.

Description: When reviewing all receipts via the Tools context menu in an Expense Report, you can now download all attachments as a single .zip file by clicking the newly added Download Attachments link.

When you click the link, the .zip file download begins automatically. You can find the downloaded file in your Downloads folder. To make it easy to identify, each .zip file is named after the Expense Report's Tracking number, ensuring quick access to the corresponding report.

Benefit: This improvement streamlines the process, saving you time by allowing you to quickly obtain all necessary documents in one step, rather than downloading each attachment individually.

For further details refer to Viewing and printing all receipts for an Expense Report.

Description: In previous releases, when exporting the list of Expense Reports from Assigned Reports, My Reports or All Reports tab, the base currency symbol for all amount-based columns did not consistently display. This caused confusion for users, as they could not easily distinguish between amounts in different currencies, leading to potential misinterpretations of financial data. Additionally, inconsistent column names like User’s Id and Amount due created formatting discrepancies, further complicating report readability and accuracy.

In this release we have made the following improvements:

1. In the “Assigned Reports,” “My Reports,” and “All Reports” tabs, when exporting to Excel, the base currency symbol is now appended to all amount-based columns. This update ensures consistency in how currency values are represented across the following fields:
   1. Total Amount
   2. Amount to Approve
   3. Amount Due
   4. Cash Advance
   5. Total Payable
   6. Total Billable
   7. Total R&D
   8. Total Funded
   9. Total Amount Reimbursed
   10. Total Capitalized
   11. Total Reimbursable
2. Additionally, the following column name changes have been made for improved clarity and formatting in the exported Excel file:
   1. User’s Id” has been renamed to User Id
   2. Amount due has been renamed to Amount Due

Benefit: The updated export functionality ensures that all amount-based columns now consistently display the base currency symbol, improving clarity and preventing misinterpretation of financial data. Additionally, the standardized column names enhance report readability and provide a more professional and streamlined appearance, making it easier for you to analyze and share accurate information.

For further details refer to Export to Excel.

Description: In a past release we introduced the mandatory Invoice File Name selection box which is defaulted to Organization - Invoice Number option, on the Invoices tab of Financial Settings (Financial > System) which allows you to customize the naming conventions when emailing a PDF copy of the invoice.

Improvements have now been made so that when you download an Invoice from the following areas of the application either in Excel, PDF or Word format, the downloaded file name now also follows the same Invoice File Name naming convention:

• Previewing an Invoice from Invoice Edit page (Financial> Invoice Manager> Invoices> Invoice Edit> Preview)
• Previewing an Invoice from Invoices tab of Invoice Manager (Financial> Invoice Manager> Invoices> Preview )
• Previewing when Posting/Unposting an Invoice (Financial> Invoice Manager> Invoices> Invoice Edit > Post/Unpost)
• Previewing an Invoice from the Invoices expanded row of Batches tab (Financial> Invoice Manager> Batches> Expand Drawer)
• Previewing an Invoice from the Invoices tab if an Invoice Batch (Financial> Invoice Manager> Batches> Invoice Batch Edit > Invoices tab )
• Previewing an Invoice from Client Edit Invoices tab (Setup> Work> Clients >Client Edit > Invoices tab)

Benefit: This improvement ensures a unified naming format between previewed/downloaded and emailed invoices, making it easier to track, retrieve, and categorize invoices by client or organization. By maintaining this consistency, it streamlines the process, reduces errors, and enhances overall efficiency in managing invoice records.

For further details refer to:

• Creating an Invoice
• Working with Invoice Manager
• Working with Multi Client Invoice Batches

Description: In previous releases, when attempting to post a Payroll Batch that included time entries from open periods, the system displayed the following message: "The Payroll Batch cannot be posted. Some or all of the Time Entries to be posted are part of open periods. You cannot post the Batch until all of the periods in the batch interval have been marked as closed."

This message has now been streamlined to: "The Payroll cannot be posted until all periods within the Batch interval are marked as closed."

Benefit: The updated message offers clearer, more concise guidance, reducing confusion for you by focusing on the core issue. This enhancement improves your experience by minimizing the time spent interpreting the error message, allowing you to quickly understand the issue and take corrective action. This update aligns with our commitment to improving efficiency and ease of use in payroll management.

For further details refer to Posting a Payroll Batch.

Description: You can now choose to include the newly available Total Included Hours column through:

• The Columns Selection of a Client's Invoices tab (Setup > Work > Clients > Client Edit > Invoices)

  

• Invoice drawer of Batches tab (Financial > Invoice Manager > Batches Tab)

  

• Invoice tab of Batch Edit page (Financial > Invoice Manager > Batch Edit)

  

Moreover, the Services column has been renamed to Time.

Benefit: The Total Included Hours column displayed in the Invoices table provides a quick, consistent overview of total Timesheet hours, enabling project managers to easily verify the accuracy of invoices and make informed decisions.

For further details refer to Working with Invoice Manager.

Description: In the Users tab of the Multi Client Invoice Manager, the search criteria for Last Name and First Name have been merged into a single criterion labeled User Name. Now, when you enter characters in the search box using the User Name criterion, the results will include matches from both the First and Last Name fields.

Benefit: This improvement enhances user experience, especially in environments with large user lists, and promotes consistency in data management, ultimately improving the effectiveness of the Multi Client Invoice Manager.

For further details refer to:

• Working with Invoice Manager
• Working with Multi Client Invoice Batches
• Creating a Multi Client Invoice Batch

Description: In previous releases, refreshing the Financial Planner did not automatically update the Budget and Financial Summary sections, leading to potential discrepancies in displayed data. With the latest improvements, these sections will now refresh automatically to reflect any changes. Specifically:

• Budget Summary Updates: When the Display Budget option is selected, the Budget Summary section will now refresh to display the most current budget information, ensuring that any recent updates are accurately reflected.
• Financial Summary Updates: Similarly, when the Display Financial Summary option is selected, the Financial Summary section will refresh to show the latest financial data, providing a more accurate overview of the project's financial status.

Benefit: This enhancement ensures that the Budget Summary and Financial Summary sections are always in sync with the latest data when the Financial Planner is refreshed, improving the accuracy and reliability of financial planning. You can now confidently rely on the refreshed views to reflect real-time financial information, reducing the risk of outdated data impacting budget decisions and financial assessments.

For further details refer to Accessing Financial Planner.

Description: In 2024 R2.0 release, we introduced a powerful framework designed to optimize the JSON files sent to QuickBooks Online. This enhancement consolidates transactions linked to the same account, resulting in a more manageable number of summarized records. By streamlining the data, the framework effectively prevents errors commonly encountered when sending large invoices with over 1000 transactions. However, the functionality had to be enabled by the PSA Technical Services Team, which added dependency on external support for a critical process.

In this release, a new Export Summarized Transactions to QuickBooks Online selection box is now available from the System Configuration page (Setup > Organization > System > System Setup) accessible only by the Master Administrator User Profile.

Note: By default, Export Summarized Transactions to QuickBooks Online is unchecked.

When Export Summarized Transactions to QuickBooks Online is turned on, transactions will be exported in a summarized format. This means that records will be consolidated based on unique references, and the sums of amounts will be calculated for transactions sharing the same reference.

Additionally, during the export process, actual transaction dates will be disregarded, and the Transaction Date in QuickBooks Online is set with the PSA Invoice Document Date. It is crucial to ensure that the amounts between the Invoice Total amount in QuickBooks Online and PSA (Financial > Invoice Manager > Invoice Edit > Summary tab) match.

Benefit: This enhancement improves the efficiency of Invoice data transmission to QuickBooks Online by consolidating transactions for easier management and successful processing. Furthermore, with the new ability for the Master Administrator to directly enable summarized exports, there's no longer a need to involve the PSA Technical Services Team, reducing delays and streamlining your workflow.

For further details refer to:

• PSA – QuickBooks Online Integration
• Enable Export Summarized Transactions to QuickBooks Online

Description: The new Upland PSA Import Flag with Yes/No options is now available when modifying a Project in Microsoft Dynamics 365.

By default, the Upland PSA Import Flag is set to Yes for all Projects created after upgrading, ensuring that newly created projects in Microsoft Dynamics 365 will be automatically imported into PSA either when published from Microsoft Dynamics 365 or through the CRM Data Exchange Automation Process from PSA.

For Projects created in Microsoft Dynamics 365 before the upgrade, the Upland PSA Import Flag will have no set value (will be blank), and additional steps will be required to modify it:

1. In Microsoft Dynamics 365 filter your Projects view by the new Upland PSA Import Flag having no value (blank).
2. Select the required Projects in this filtered result set.
3. Click Edit.
4. Modify the value of Upland PSA Import Flag to Yes.
5. Click Save.

Note: An error message is displayed upon attempting to publish a Project from Microsoft Dynamics CRM using the Push to Upland option where the Upland PSA Import Flag is set to No informing you that the Project could not be published to Upland PSA.

Benefit: This enhancement simplifies the integration process by ensuring that only projects with the correct settings are published. By preventing the publication of projects not intended for import, it helps maintain accuracy and reduces the risk of errors in project management.

For further details refer to PSA and Microsoft Dynamics CRM Integration.

Description: To ensure consistency and accuracy across PSA and Concur, a new Remove project from Concur when PSA Project is suspended selection box is added to the Concur Export Options (Integrations > Concur).

When selected, suspended projects in PSA are removed from Concur when Export Projects to Concur Automation Service is run.

Benefit: This improvement automatically removes suspended projects from Concur during the Export Projects to Concur Automation Service process. By doing so, it keeps Concur free from outdated or inactive projects, ensuring that project data remains accurate and consistent across both systems.

for further details refer to:

• PSA - Concur Integration
• Concur Integration Settings

Description: The API now supports searching for Expense Items using either the Concur Integration ID or Expense Item Name, streamlining the process of managing expenses. If the Concur Integration ID is not found, the API will search by Expense Item Name and associate the correct Concur ID if matched in PSA. In cases where neither is found, a new Expense Item will be automatically created.

Benefit: This improvement enhances efficiency by simplifying Expense Item searches and reducing manual data entry, ensuring that users can quickly find or create the necessary Expense Items.

For further details refer to What occurs when the connection from PSA to Concur is set up?

Description: You will now be able to view the current State of your Leave Request immediately after saving. The Workflow State of the Leave Request will automatically be displayed upon saving, similar to how Workflow States appear in Project creation. Typically, this will reflect the initial State of the Workflow.

Moreover, when a Leave Request is opened via the Share functionality, the Workflow State is also displayed, providing managers with immediate insight into the current State of the request.

Note: The Workflow State is read-only.

Benefit: You will now see the Workflow State of your Leave Request immediately after saving, providing instant clarity on its status. This update also benefits managers by displaying the Workflow State when a request is shared with them, enabling quicker assessment of its approval status and more efficient leave management.

For further details refer to Creating a Leave Request.

Description: Previously, when the Timesheet State changed (e.g., from 'Submitted' to 'Approved'), the position of action buttons would shift, potentially causing confusion and slowing down the approval process. The following modifications were made:

For the Compact Vertical Density view:

1. The State link has been repositioned to the end of the header line, following the “< >” period navigation icons, for better accessibility.
2. The font size for the word Summary and the User's name which is displayed at the beginning of the first line has been set to 15 for improved readability.
3. A static width of 120 has been added to the beginning of the first line, ensuring a consistent layout.
4. For the Compact Vertical Density view, where applicable, the following two icons will be displayed after the State link:
   1. A yellow triangle indicating warnings or issues.
   2. A Review icon (only Hourly Timesheet).

For all other densities: The State link has been repositioned to the end of the header line, following the “< >” navigation icons, for better accessibility.

Benefit: With these improvement, the position of buttons remain fixed, regardless of the State changes, allowing Timesheet approvers to navigate the interface more efficiently. This improvement simplifies the approval workflow, making it quicker and easier to approve large volumes of Timesheet without the need to reorient after each change.

For further details refer to Available options through My Timesheet.

Description: In a previous release, we introduced a History button in the header section of New Timesheet page. Hovering over this button displayed a tooltip with detailed information about the State changes made to the Timesheet, including Source State, Destination State, Action, Date Modified, and Modified By. However, this tooltip obscured most of the Timesheet, making it difficult to view other Timesheet data while reviewing the History.

With this release, we have improved the feature by making the  History clickable, allowing you to easily open the History dialog box for quicker access to detailed information. This dialog box provides the same detailed history information in a familiar interface, similar to the one accessed through the Timesheet Context menu . Additionally, the dialog box can now be re-positioned, allowing you to move it to a convenient location on the page.

Benefit: This enhancement provides a more efficient and user-friendly experience, allowing you to access the History details without losing visibility over the Timesheet. By making the History dialog movable, you can now seamlessly review past changes while simultaneously viewing Time Entries, improving workflow and decision-making.

For further details refer to Timesheet History.

Description: Enhancements have been made to the monthly view of New Timesheet to improve the user experience when entering time. In previous releases, under certain conditions outlined below, Time Entry cells were hidden and out of view. This release introduces the following improvements:

• Compact Horizontal Density View Stability: When using the Compact Horizontal Density layout, the Timesheet view now remains stable and does not shift past the selected day when opening the right panel such as the Notes panel. This keeps the day you are working on in view, making it easier to enter or edit Notes without losing track of your selected date.
• Automatic Display of Hidden Time Entry Cells: When attempting to enter Time for a day that is currently hidden from view, the timesheet will now automatically bring that cell into viewpoint. This improvement ensures that you can seamlessly enter Time for any day, even if it was initially off-screen.
• Period View Starting from the First Day: If today’s date is not part of the current Timesheet Period, the timesheet will now automatically start from the first day of the Period. This allows you to easily access and review the entire Period without needing to scroll or search for the beginning of the timeframe.
• Viewpoint Adjustment for Today’s Date: If today’s date falls within the current Timesheet Period, then today’s date is immediately visible in the viewpoint upon initial load. This makes it more convenient for you to enter Time for the current day without needing to navigate manually.

Benefit: These improvements streamline the Time Entry process by keeping the focus on the selected day, especially in the monthly view, ensuring that the entry cell remains visible.

For further details refer to My Timesheet Display Settings.

Description: Improvements have been made to New Timesheet when in read-only mode to allow you to use the tab key to navigate between entry cells. Furthermore, as you navigate between cells, the right panel is also refreshed to show the relevant data based on the currently selected cell.

Benefit: This improvement enables the right panel to automatically update as you navigate between cells in a Timesheet using the Tab key, even in read-only mode. This ensures that relevant content is consistently displayed alongside the data you're reviewing, simplifying the verification process. By aligning with standard keyboard navigation, this feature saves time, reduces the chance of overlooking important details, and enhances your overall experience when working with read-only Timesheets.

For further details refer to:

• Approving a Time Entry on a User Timesheet
• Approving a Timesheet Through the User Timesheet Page
• Rejecting a Time Entry on a User Timesheet
• Rejecting a Timesheet through the User's Timesheet Page

Description: In past releases, when a Reminder to approve completed timesheets (Escalation 1) was generated, it provided only basic details such as the originator's Username, Timesheet dates, and a link to the Timesheet. While this information was helpful, it lacked the critical level of detail needed in more complex scenarios, particularly for project managers handling Timesheets that required approval from multiple parties. One of the main business challenges occurred when Timesheets were split among different approvers, creating confusion about which approver had not yet taken action.

Furthermore, a more pressing challenge lay in notifying the approvers' managers when approvals were overdue. The existing Reminder to approve completed timesheets (Escalation 1) fell short of providing the necessary details, as it only indicated that certain Timesheets were pending approval without identifying which specific approvers were responsible for the delay. This gap significantly hampered the ability to resolve escalations quickly and ensure timely approvals.

To resolve this, the new parameter, %TIMESHEETS_BY_ASSIGNEE%, is now available for the Reminder to approve completed timesheets (Escalation 1) Notification. When used, this parameter displays timesheets grouped by the assignees who have yet to approve them. Each assignee's Username is linked to their Email address, and the listed Timesheet Periods provide Direct Links to the pending Timesheets, allowing for quicker follow-up and resolution.

Benefit: This enhancement provides a clearer view of who is holding up the approval process, significantly improving accountability and streamlining compliance management.

For further details refer to System Notification Parameters.

Description: The following two new options are now available when adding Recipients to Announcement Notifications:

• Site (User's Active Site): The system identifies users who are associated to the chosen Site on the selected Scheduled Send Date. The Announcement Notification is then sent to those users.
• Timesheet Template: The system identifies users who are assigned to the selected Timesheet Template on the selected Scheduled Send Date. The Announcement Notification is then sent to those users.

These options provide enhanced flexibility in targeting specific groups of users based on their associated Active Site or assigned Timesheet Template.

The delivery of Announcement Notifications is determined by the Scheduled Send Date. This means that when setting up notifications, the system will check the user's status and assignments as of the specific send date. Only those users who meet the criteria on that date will receive the notification.

Note: Users on the Exempt List will be excluded from receiving Announcement Notifications.

In addition, Site and Timesheet Template options are now available as on-page Filters within the Recipients tab. This allows for quicker and more precise filtering when managing your Announcement Notifications.

To streamline the user experience further, the Last Name and First Name columns as well as search criteria have been replaced with User Name field within the Sent To dialog box accessed through the History tab.

Benefit: These improvements not only enhance the precision with which you can manage and target announcement recipients but also streamline the process, saving time and reducing complexity. Furthermore, by using familiar fields and simplifying the interface, you can manage notifications more efficiently and with greater confidence.

For further details refer to Creating an Announcement Notification.

Description: In previous releases, administrators were unable to Suspend a Role associated with Decommissioned or Suspended Users. This limitation prevented them from marking roles that were no longer in use, allowing new associations to be made, which compromised data integrity and led to potential inconsistencies within the system.

In this release we have made improvements to allow the suspension of a Role assigned as a Primary Role to a Decommissioned or Suspended User. This new functionality empowers administrators to effectively mark and manage Roles that are no longer in use.

When suspending a Role, the system will verify if there are any users with Primary Role associations:

• A success message is displayed, and the Role is successfully suspended if all associated Users are either Suspended or Decommissioned.
• If at least one associated User is active, an error message is shown: "This Role cannot be suspended as it is the Primary Role of active Users," and no further action is taken.

Suspended Alternate Roles are visible within the Roles page when modifying a User (Setup > Organization > Users) as long as they are still associated with a User, allowing administrators to easily identify and manage them.

Additionally, you can unassociate these suspended Roles, enabling their removal or reassignment when necessary. However, suspended Roles that have no associations, are hidden from view, streamlining the interface by displaying only relevant Roles.

Benefit: This enhancement allows for effective management of Roles that are no longer in use, ensuring that only Roles with inactive users are suspended. By preventing new associations and maintaining accurate role assignments, this functionality helps uphold data integrity and streamlines role management within the system.

For further details refer to:

• Suspending a Role
• Associating a Role to a User

Description: In a previous release we introduced the functionality to bulk assign Users to Projects. Improvements have been made to this functionality to now hide suspended Projects by default from the Assigned Projects dialog box.

If you want to view both non-suspended and suspended Projects, select the Show all Projects option. Once selected, all ongoing Projects will appear within the list.

Note: Your selection for showing or hiding suspended Projects is remembered, ensuring your preferred view is consistently applied each time you log in.

Benefit: Hiding suspended projects when checking assigned projects by default reduces clutter, making it easier to focus on active ones. This enhancement helps streamline your workflow and ensures you can quickly identify the projects that require your attention.

For further details refer to:

• View Assigned Projects from Users list
• Using the Show All Projects Option in Work Plans

Description: Improvements have been made to the Alternate Role management, allowing you to bulk add/remove users from a specific Alternate Role in one action.

Benefit: This improvement eliminates the need to individually update the Role for each User, making it faster and more efficient to suspend or decommission a Role by removing all associated Users at once.

For further details refer to Associating Users to Alternate Role(s).

Description: In past releases, when a resource was added to the Project Team, the Onboarding Date was automatically set to the Project Start Date, and the Offboarding Date was set to the Project End Date. This logic caused issues in cases where the Hire and/or Termination dates of Resources fell outside of the Onboarding/Offboarding dates

In this release, enhancements have been made to this logic to improve the accuracy of Onboarding and Offboarding dates when adding a new Resource to the Project Team:

1. When a new User Resource Type is added to the Project Team, the system automatically sets the Onboarding and Offboarding dates based on these key criteria:
   • The Onboarding Date is automatically set to the most recent of either the Project Start date or the Resource’s Hire date. This ensures that the resource is not scheduled to start before they are officially hired or before the project begins.
   • The Offboarding Date is automatically set to the earliest of either the Project End date or the Resource’s Termination date. This prevents scheduling a resource beyond when they are available or after the project has concluded.
2. For Role based Resource Types, the Onboarding and Offboarding dates remain empty, allowing for flexibility when defining Roles without specific dates tied to individuals.

Benefit: This approach automatically aligns the Onboarding and Offboarding dates with both the project timeline and the resource’s Hite/Termination dates, reducing the risk of scheduling conflicts and ensuring accurate project planning.

Description: In 2024 R2.0 release we introduced an information icon within the Project Teams page, when a Resources' On/Offboarding Dates conflicted with their Hire/Termination Dates.

In this release improvements have been made to remove the information icon related to conflicts with On/Offboarding and Hire/Termination Dates from the Project Team page.

The existing validations will still trigger, displaying a warning message, and you will be able to save your changes.

Benefit: This update simplifies the user interface by reducing clutter on the Project Team page, making it cleaner and easier to navigate while existing validations still provide clear alerts, ensuring that Project Managers are informed of any date conflicts without hindering their ability to make necessary changes. Overall, the cleaner interface and uninterrupted workflow contribute to a better user experience.

For further details refer to the On/Offboarding section of the help center.

Description: This release introduces enhancements to validations and warnings when modifying On/Offboarding Dates that conflict with a resource's hard Booking Dates. Key scenarios include:

Using Inline Edit

1. Conflicting Dates with Hard Bookings

   If both Onboarding and Offboarding dates conflict and there are Hard Bookings outside the selected interval, the following message is displayed: "There are bookings outside of the selected On/Offboarding Dates. The earliest Onboarding Date is {date of first booking} and the latest Offboarding Date is {date of last booking}. Do you want to continue with these dates?"

   Clicking "NO" prevents saving the dates, while clicking "YES" updates them to the first and last booking dates.

2. Conflicting Dates with Entries

   If only Time/Expense/Charge/Product Entries conflict, the following message is displayed: "There are entries outside of the selected On/Offboarding Dates. The earliest Onboarding Date is {date of first entry} and the latest Offboarding Date is {date of last entry}. Do you want to continue with these dates?"

   Clicking "NO" prevents saving, while clicking "YES" updates to the earliest and latest entry dates.

3. No Conflicts

   If there are no conflicts, the new Onboarding and Offboarding dates are updated successfully, and a success message is displayed.

Using Mass Update

1. Onboarding Conflicts

   If only the Onboarding date conflicts, the following message is displayed: "The selected On/Offboarding dates cannot be set for some Resources. The earliest Onboarding Date can be set as seen below. Do you want to continue with these dates?"

   Clicking "NO" prevents saving, while clicking "YES" updates dates to the earliest available for those with entries and retains the initial choice for others.

2. Offboarding Conflicts

   If only the Offboarding date conflicts, the following message is displayed: "The selected On/Offboarding dates cannot be set for some Resources. The latest Offboarding Date can be set as seen below. Do you want to continue with these dates?"

   Clicking "NO" prevents saving, while clicking "YES" updates dates accordingly.

3. Combined Conflicts

   When both dates conflict, , the following message is displayed: "The selected On/Offboarding dates cannot be set for some Resources. The earliest Onboarding Date and the latest Offboarding Date can be set as seen below. Do you want to continue with these dates?"

   Clicking "NO" prevents saving, while clicking "YES" updates the dates based on the earliest and latest entries for resources with conflicts.

Benefit: Project Managers are immediately alerted to conflicts, allowing for quick corrections. This enhances resource management efficiency and accuracy, reduces booking conflicts, and improves overall user satisfaction with the resource allocation process.

Description: When modifying On/Offboarding dates for a Resource with Assignments, the associated Task Assignment Start and End Dates automatically adjust to reflect these changes. Key scenarios include:

When the Onboarding Date is modified

The new Task Assignment Start Date will be set to the latest date among the Task Start Date, the old Task Assignment Start Date, and the new Onboarding Date.

Any Task Assignment without Entries that ends before the new Onboarding Date will be deleted.

When the Offboarding Date is modified

The new Task Assignment End Date will be set to the earliest date among the Task End Date, the old Task Assignment End Date, and the new Offboarding Date.

Any Task Assignment without Entries that ends after the new Offboarding Date will be deleted.

Benefit: This improvement enables project managers to seamlessly adjust On/Offboarding dates, automatically updating Task Assignment dates. This automation saves time, enhances accuracy by reducing manual errors, and ensures resource schedules align with project timelines.

Description: In a previous release, we introduced a warning icon which displayed after a Resource Name, when there was a Rate Card Association or Bookings outside of the Hire or Termination Dates. This sometimes caused confusion for users, as the warning could be overlooked.

In this release we have made improvements to display this warning message before the Resource Name. This improvement ensures that you are more easily alerted to potential issues, including:

• When Bookings don't match On/Offboarding
• When Hire/Termination don't match On/Offboarding
• When the Resource doesn't have an associated Rate Card

Benefit: These enhancements help you quickly identify and address discrepancies, improving your overall experience in managing resources effectively.

Description: In a previous release, we introduced the option to automatically Assign all current and future Project Tasks to either All or Selected Resources, simplifying Task allocation.

Building on this improvement, we have now added a confirmation message that allows you to either proceed with or cancel the process.

Benefit: This added step ensures that your task assignments are accurate and aligned with your needs.

for further details refer to Assigning Tasks through the Project Team page.

Description: In this release, we are introducing error notifications to prevent Hard Bookings of resources outside their designated On/Off-boarding and Hire/Termination dates. When attempting to Shift, Split, Update Effort, or Copy Bookings, the system will trigger error messages if these actions would cause Hard Bookings to extend beyond the resource's On/Off-boarding and Hire/Termination dates.

Benefit: This improvement ensures that Project and Resource Managers are alerted immediately if they attempt to schedule a user only within their specified On/Offboarding and Hire/Termination dates, aligning with their actual availability and contractual commitments, thereby maintaining accurate and efficient resource allocation.

Description: In previous releases when selecting the following options on the Details tab of the Scheduling View edit page:

• Hide Resources/Bookings having only allocations older than x [Month(s), Week(s) or Day(s)]
• Hide Resources/Requests having only allocations older than x [Month(s), Week(s) or Day(s)]

The system would hide these outdated Resources/Bookings or Resources/Requests starting from the current date (Today).

Now, Resource Managers can choose to show or Hide Resources/Bookings and/or Resources/Requests starting from either Today’s Date or View Start Date. This enhancement allows for a more streamlined view by hiding past or unnecessary bookings, making it easier to focus on current and future resource allocations from all Work Plans:

• Group Work Plan (Setup > Organization > Groups > Group Edit)
• User Work Plan (Setup > Organization > Users > User Edit)
• Role Work Plan (Setup > Organization > Roles > Role Edit)
• Project Work Plan (Project List > Project Edit > Planners) Or (Project List > Context Menu)
• Resource Scheduling Work Plan (Entries > Resource Scheduling)
• Project Scheduling Work Plan (Entries > Project Scheduling)
• My Work Plan (Entries > My Work Plan)

Benefit: By tailoring the display of Bookings and Requests, the Work Plan becomes less cluttered and more focused, enhancing decision-making and efficiency in resource management.

Description: You now have the option to display only current Tasks (with an End date of today or in the future) when creating or modifying a Booking or Booking Request across all Work Plans.

By default, the Task selection box within the New/Modify Booking or New/Modify Booking Request and Task List dialog boxes displays only current tasks (with an End date of today or in the future). If you want to view all Tasks, excluding suspended ones, you can check the Show All Tasks option in the Task List dialog box while browsing for a Task. Once selected, all non-suspended tasks will appear in both the Task selection box and the Task List dialog box.

Note: Your selection will be remembered across all Work Plans and Views for the same browser, so you won’t need to adjust it repeatedly.

Benefit: This default setting helps you focus on relevant, current Tasks without the distraction of past ones.

Description: You now have the option to display only current Projects (with an End date of today or in the future) when creating/modifying a Booking or a Booking Request from the following Work Plans:

• Resource Scheduling Work Plan (Entries > Resource Scheduling)
• Project Scheduling Work Plan (Entries > Project Scheduling)
• My Work Plan (Entries > My Work Plan)

By default, the Show All Projects option is unchecked, meaning that only the current projects from the set of projects previously selected in the Work Plan displayed in the Project selection box within the New/Modify Booking or New/Modify Booking Request and Project List dialog boxes. If you want to view all projects, you can check this option in the Project List dialog box. Once selected, all projects will appear in the Project selection box as well as in the Project List dialog box.

Note: Your selection will be remembered across the above-mentioned Work Plans and Views for the same browser, so you won’t need to adjust it repeatedly.

Benefit: This default setting helps you focus on relevant, current Projects and Tasks without the distraction of past Projects.

Description: In previous releases, the following two Security Permissions were located under Setup > Financial within the Security Profile settings:

• Can associate Billing Rules to non-project Team members
• Can associate Cost Rules to non-project Team members

In this release, to streamline access, these Security Permissions have been relocated under Management > Financial, where other related Cost and Billing permissions are already managed.

Benefit: This improvement ensures that all permissions concerning Cost and Billing rules are now grouped together, streamlining the process of configuring security settings. Administrators can now access and manage these permissions more efficiently from a single, cohesive location within PSA.

For further details refer to Granting the right to associate Billing and/or Cost Rules to non-project Team members.

Description: The Role edit page is now structured in the same familiar format already in use in other areas of the application. Although most of the features remain the same, the appearance and usability have been significantly improved to enhance your overall experience.

Upon creating a new Role, you can now enter/select the General Settings. You can then access the Skills, Work Plan, Forecast Rate and Attachments through the tab navigation.

Upon saving the Role, the Members sub-tab is then available to you, where you can associate Primary and Alternate Roles.

Furthermore, within the Members tab, a new Show Inactive Users selection box has been introduced to enhance user management. This option is unchecked by default, ensuring that all Suspended Users are hidden from view initially, which helps maintain a streamlined interface. You can easily reveal Suspended Users by selecting Show Inactive Users option. However, even when displayed, these Suspended Users cannot be selected or associated with any Roles, preventing accidental associations.

Further improvements have been made to the Alternate Role management, allowing you to now associate or disassociate multiple Alternate Roles at once. This enhancement streamlines the process, giving you greater flexibility and efficiency when managing Role associations, especially in scenarios where multiple changes are needed. For further details refer to Improved Alternate Role Management.

Benefit: The UI/UX improvements aim to modernize the look and feel of the application, fostering uniformity and elevating user experience.

For further details refer to the Configuring Roles (OBS) section of the help center.

Description: The user interface including spacing, colors, positioning, buttons, icons and fonts of the Workforce Planning Notification Page (Setup > Notifications > Workforce Planning Notifications > Notification Edit has been improved for better user experience and consistency with the other updates that have been made thus far.

When creating a new Workforce Planning Notification, you can:

1. Enter the Name and Subject. Then choose the Language.
2. Select the Associated Projects.
3. Then enter the Message body and click Save.
4. Upon saving, the Recipients and Criteria tabs are then available to you.

Although the Criteria tab has a new look, its functionality remains unchanged from previous releases. You can continue to use this tab with the same processes and outcomes that you are familiar with, ensuring a smooth transition without any need to relearn or adjust to new features.

The functionality of adding Recipients also remains the same as in previous release, however the following improvements have also been made:

1. The New and Delete links were converted to buttons.
2. Addition of the ability to Refresh the list.
3. Addition of the ability to Export the list to Excel.
4. Addition of the ability to Search the list based on Recipient Type and Message Type.
5. Pagination is available at the top right corner to facilitate easy navigation across pages.

Benefit: The UI/UX improvements aim to modernize the look and feel of the application, fostering uniformity and elevating user experience.

For further details refer to:

• Creating a Workforce Planning Notification
• Editing a Workforce Planning Notification

Description: The user interface including spacing, colors, positioning, buttons, icons and fonts of the Budget Notification pages (Setup > Notifications > Budget Notifications > Notification Edit, Project List > Project Edit> Budget Notifications > Notification Edit and Setup > Work > Tasks > Task Edit > Budget > Budget Notifications > Budget Notification Edit) have been improved for better user experience and consistency with the other updates that have been made thus far.

When creating a new Budget Notification, you can:

1. Enter the Name and Subject. Then choose the Language.
2. Select the frequency.
3. Enter the Message body and click Save.
4. Upon saving, the Recipients and Criteria tabs are then available to you.

Although the Criteria tab has a new look, its functionality remains unchanged from previous releases. You can continue to use this tab with the same processes and outcomes that you are familiar with, ensuring a smooth transition without any need to relearn or adjust to new features.

The functionality of adding Recipients remains the same as in previous release, however the following improvements have also been made:

1. The New and Delete links were converted to buttons.
2. Addition of the ability to Refresh the list.
3. Addition of the ability to Export the list to Excel.
4. Addition of the ability to Search the list based on Recipient Type and Message Type.
5. Pagination is available at the top right corner to facilitate easy navigation across pages.

Benefit: The UI/UX improvements aim to modernize the look and feel of the application, fostering uniformity and elevating user experience.

For further details refer to:

• Creating a Budget Notification Template
• Editing a Budget Notification Template

Description: The user interface including spacing, colors, positioning, buttons, icons and fonts of the PO Notification pages (Setup > Work > Clients > Client Edit > PO List > Notifications > Notification Edit and Setup > Notifications > Client PO Notifications > Notification Edit) have been improved for better user experience and consistency with the other updates that have been made thus far.

When creating a new PO Notification, you can:

1. Enter the Name and Subject. Then choose the Language.
2. Select the frequency.
3. Enter the Message body and click Save.
4. Upon saving, the Recipients and Criteria tabs are then available to you.

Although the Criteria tab has a new look, its functionality remains unchanged from previous releases. You can continue to use this tab with the same processes and outcomes that you are familiar with, ensuring a smooth transition without any need to relearn or adjust to new features.

The functionality of adding Recipients remains the same as in previous release, however the following improvements have also been made:

1. The New and Delete links were converted to buttons.
2. Addition of the ability to Refresh the list.
3. Addition of the ability to Export the list to Excel.
4. Addition of the ability to Search the list based on Recipient Type and Message Type.
5. Pagination is available at the top right corner to facilitate easy navigation across pages.

Benefit: The UI/UX improvements aim to modernize the look and feel of the application, fostering uniformity and elevating user experience.

For further details refer to:

• Creating a Client PO Notification Template
• Modifying a Client PO Notification Template

Description: The user interface including spacing, colors, positioning, buttons, icons and fonts of the Business Unit Edit page (Setup > Organization > Business Units) has been improved for better user experience and consistency with the other updates that have been made thus far.

The Integration and Documents (former Attachments) buttons have been converted into tabs.

Moreover, in this release, User Defined Fields (UDFs) have been newly introduced for Business Units and are now presented in a familiar tab format, consistent with other objects in the application. This addition not only expands customization options for Business Units but also ensures a seamless user experience by aligning with the standard tabbed layout used throughout the platform, making it easier for you to adopt and navigate this new capability. For further details refer to Associate User Defined Fields (UDFs) with Business Units.

Benefit: The UI/UX improvements aim to modernize the look and feel of the application, fostering uniformity and elevating user experience.

For further details refer to Configuring Business Units (OBS).

Description: When removing a User Defined Field associated with a Timesheet Template in PSA, the corresponding Field will be removed from the Time Entry Basic View and from any report(s) built with this Field prior to the removal.

Benefit: This improvement ensures data integrity by automatically removing obsolete fields, preventing errors in reports and streamlining report management.

For further details refer to:

• Automatic synching of newly associated or disassociated User Defined Fields to Upland Analytics Views
• Auto removal of User Defined Fields in Upland Analytics Data Views upon disassociation in PSA

Description: In previous releases, when an error occurred during the saving process in Upland Project Planner, the system would refresh the page, causing you to lose all unsaved changes. The page refresh not only caused downtime but also increased the likelihood of errors, as you had to correct issues without the benefit of seeing your recent modifications.

In this release, improvements have been made to ensure that when an error occurs during the saving process, the system will not refresh the page. Instead, you will receive an error message while your unsaved changes are retained. This allows you to correct the issue without losing any modifications made before the error occurred.

Benefit: This enhancement ensures your recent changes are preserved, reducing frustration and safeguarding valuable updates when a save operation encounters an error. It also streamlines your workflow by allowing you to continue working with minimal disruption.

Description: In previous releases, when adding recipients to Workflow Notifications, administrators had to manually Save each Recipient while managing Notifications for either the State or Transition of a Workflow. After saving, they had to Close the dialog and click New again to add another recipient. This process involved extra steps and increased the number of clicks, making it time-consuming, especially when adding multiple Recipients in succession.

With the addition of the new Save & New button within the New Recipient dialog box, administrators can now quickly save a newly added recipient and immediately start adding another, without needing to close the dialog and click New again.

You can find this improvement when creating or managing Notifications for either the State or Transition of the following Workflows.

• Expense Workflows (Setup > Expense > Workflows)
• Invoice Workflows (Setup > Financial > Workflows)
• Leave Request Workflows (Setup > Timesheet > Leave Request Workflows)
• Project Workflows (Setup > Work > Project Workflows)
• Resource Request workflows (Setup > Workforce Planning > Resource Request Workflows)
• Timesheet Workflows (Setup > Timesheet > Timesheet Workflows)
• Work Item Workflows (Setup > Work > Work Item Workflows)

Benefit: This enhancement reduces repetitive actions, saves time, and streamlines the workflow, making it easier and more efficient to add multiple recipients when creating or managing Notifications for either the State or Transition of a Workflow.

For further details refer to Setting Up Notifications for the Workflows.