PSA 2024 R3.0 - Resolved Issues
PSA2024 R3.0 is set to be deployed to your staging sites on October 23, 2024. While production sites are set to be upgraded on November 17, 2024. The listed fixes will become available to you upon upgrading to 2024 R3.0.
Below is a summary of the main issues addressed by this release.
2024.08.29.2024R3.0.V1.EB
Note: This page could be updated as new information becomes available.
Dashboards
| 1602140 |
TE-99137 |
Users with the "Can view Upland Analytics Dashboards" and "Upland Analytics Read Only" Security permissions can once again add Upland Analytics Dashboards via their User Settings. |
Excel Import
| 1582350 |
TE-98782 |
Fixed an issue wherein Work Type attributes were not taken into account to define the default Task Attributes during Task imports using the Excel Import functionality. |
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.
|
Financial Planner
| 1579964 |
TE-98753
|
Fixed an issue with Financial Planner wherein the Revenue section did not display any forecasted hours when "Use Actual Rate with Project Dependency" option was selected for the User Default Forecast Billing Rate, if the Rule was added after the creation of the Booking. |
| 1602299 |
TE-99165 |
Improved the performance of Financial Planner page. |
Integration
| 1579941 |
TE-98866
|
The File # and Code(s) fields are now correctly populated with the users' ADP integration IDs and Payroll Code IDs respectively when exporting a Payroll Batch to ADP, ensuring the data is aligned as expected. |
Invoicing
| 1573521,
1573540 |
TE-98528
|
Fixed an issue wherein an error message was displayed for some Users attempting to access the Invoice tab through Client edit and when creating an Invoice Batch. |
| 1607751 |
TE-99256 |
Resolved an issue where Split Billing amounts were not properly maintained when the Rate Engine re-rated a Time Entry. |
Leave Time
1593364,
1602410
1605380 |
TE-98969 |
Fixed an issue wherein Leave Time Reset and Accrual was not processing for non global rules (User,
Functional Group,
Resource Type and
Master Site). |
Mobile
| 1613047 |
TE-99514 |
Resolved an issue wherein under certain Template designs, adding a new Time Entry in the mobile app resulted in an error if the Entry was creating a new Task Assignment. |
| N/A |
TE-99745 |
Fixed an issue to improve screen stability, ensuring the mobile app remains in portrait mode. |
New Timesheet
| 1573361 |
TE-98524
|
Resolved an issue where users who previously had the right to assign Tasks to other Users were unable to do so from the other User's Timesheet (New Timesheet only). |
| 1586965 |
TE-98868 |
Resolved an issue where Users without the "Can create adjustments" Security permission, were able to modify Adjustments through their Timesheet. |
| 1610098 |
TE-99297 |
Fixed an issue wherein Users could assign Tasks belonging to an out-of-scope Project using the Project Work Type field if only one Project utilized that Work Type. |
| 1623622 |
TE-99576 |
Fixed an issue wherein under certain Template designs, Users without the "Create Tasks from Timesheet" permission were only able to select Work Type(s) of a Project's existing Task(s). |
Notifications
| 1625141 |
TE-99696 |
Fixed an issue with Notifications where already approved Time Entries against Projects flagged for auto-approval, were erroneously sent to the Project Manager or the Originator's Group Approval Manager for further approval. |
Organization Breakdown Structure (OBS)
| 1597354 |
TE-99085 |
Fixed an issue wherein the Remaining PO Amount field displayed incorrect values when invoicing in varied Currencies. The field now accurately reflects the Remaining amount, regardless of currency variations. |
Project Management
| 1579251 |
TE-98679
|
Fixed an issue where users without Modify rights on "Associate Actual Cost Rules from Project Team" or "Associate Actual Billing Rules from Project Team" permission could not modify Project Team Members using inline edit when the corresponding column was present in the table.
|
| 1621889 |
TE-99573 |
Fixed an issue with Project Copy wherein Soft Booking permission was required to select the Include Allocations option. |
| 1626634 |
TE-99671 |
Fixed an issue whereupon modifying a Task Start date, the validation message displayed the incorrect date when there was a Product Entry associated with the Task. |
| 1633850 |
TE-99821 |
Optimized the search performance of Rate Rules within the Actual Cost/Billing Rate selection lists when modifying a Project Team Member. |
Project Status Reporting
| 1593124 |
TE-98203 |
The Forecast Billing and Forecast Cost KPIs are now showing the correct values when included in a Project Status Report. |
Rate Cards
| 1635396 |
TE-99864 |
Resolved an issue whereupon deleting a Project-level Rate Card would incorrectly re-rate Time Entries prior to remaining Rate Card effective dates.
|
Reporting
| 1573091,
1573401,
1573555,
1573566,
1573623,
1573665 |
TE-98414
|
Fixed an issue with Timesheet Data Source, wherein the Time Entry Total Time, Time Entry Regular Time, and Time Entry Overtime fields were displaying double the actual values in reports. |
| 1584319 |
TE-98817
|
The Timesheet State field under the Timesheet Data Source now accurately returns data in reports, when users in different time zones have changed the Timesheet State. |
| 1559421 |
TE-98799
|
Fixed an issue in Project Scheduling Data Source where some Time values were incorrect when Time Entries had multiple Notes or varied Assignment details. |
Resource Management
| 1558061 |
TE-98225 |
Resolved an issue in the Find Match where pressing the Tab key would not move to the next cell after changing a value for a Resource. The Tab key now functions correctly regardless of whether the value is changed or replaced. |
| 1557521 |
TE-98262 |
Improved the performance of the Project Work Plan. |
| 1136419 |
TE-95415 |
Fixed an issue wherein a User’s availability may not have reflected properly on the Work Plan. |
| 1614890 |
TE-99410 |
Fixed an issue whereupon changing the Display Name of a Template field caused the Field name to also appear to be changed. |
| 1618845 |
TE-99488 |
Fixed an issue whereupon changing the User of a Soft booking via the Edit icon resulted in the removal of the allocations. |
| 1629725 |
TE-99724 |
Fixed an issue with Project Work Plan, where using a dash (-) or an underscore (_) in the Legend field of Conditional Formatting caused an error when viewing the Legend. |
Scoping
| 1623613 |
TE-99561 |
Resolved an issue wherein unscoped Users were unable to see Leave Time Tasks in Template Edit when the Internal Project was scoped. |
Timesheet Manager
| 1582453 |
TE-98776 |
Resolved an issue where the Timesheet Approval Status dialog would disappear unexpectedly when hovering over the Information icon, especially when the icon was positioned near the bottom of the screen. |
Project Planner
| 1140789 |
TE-93373 |
The default selection in the confirmation message when deleting an item from Upland Project Planner has been changed from YES to NO, helping prevent accidental deletion. |
Users
1605369,
1608329 |
TE-99178 |
Fixed an issue where organizations without the Workforce Planning license were unable to save User Settings. |
Workflows
| 1552176 |
TE-98357 |
Fixed an issue wherein Transitions were not implicitly ordered in the Transition combo box, ensuring that they now display in the correct alphabetical order. |
| 1621974 |
TE-99563 |
Fixed an issue wherein the Role Name failed to display when modifying the Transition Notification Recipient or Workflow Role Assignment in a Work Item Workflow if the selected Role was not in the first list of 50 Roles. |
1615438,
1615928 |
TE-99423 |
Improved the performance of Timesheet Template Assignment tab. |
Work Item Manager
| 1618173 |
TE-99470 |
Fixed an issue where exporting to Excel from the Work Item Manager would fail if a User Defined Field used in multiple Work Item Workflows was included in the exported columns. |
| 1612187 |
TE-99527 |
Fixed an issue when changing the State of a Work Item Entry opened via a Live Link. |
| 1623400 |
TE-99570 |
The Sort Order in Work Item Views now function as expected. |
| 1624166 |
TE-99577 |
Fixed a JavaScript error produced when clicking the Back button after editing a Work Item Entry opened within Workflow-specific page from Project edit. |