PSA 2025 R2.0.2 - Release Update

PSA 2025 R2.0.2 is set to be deployed to your staging sites on June 18, 2025. While production sites are set to be upgraded on June 22, 2025. The listed changes, including enhancements and bug fixes will become available to you upon upgrading to 2025 R2.0.2.

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

Description: This release adds Pre and Post Process support within Timesheet Workflows, allowing you to execute custom business logic during Workflow Transitions.

A new Processes tab has been added to the Timesheet Transition edit page. Within this tab, you can define stored procedures for:

  • Pre Process: Executed before the transition is committed to the database. Commonly used for validation logic.
  • Post Process: Executed after the transition is committed. Intended for actions that do not require validation.

Execution Sequence During a Transition:

  1. The Pre Process Stored Procedure is triggered during the transition.
  2. Once the Transition is completed, the Post Process Stored Procedure is executed.

Note: To implement Pre or Post Process procedures, contact your PSA Project Manager or Customer Success Manager to discuss your specific business requirements.

Example: Using Pre Process for Timesheet Submission Rules

You might configure the following Pre Process validations:

Part-Time Employee Exceeding 39 Hours

If a user classified as a part-time employee (identified via a UDF such as Position Type Code with values like "Perm Part Time (PP)", "Temp Part Time (TP)", or "Seasonal Part Time (SP)") submits a timesheet with more than 39 hours, the Pre Process can block the transition and display an appropriate message: "Timesheet exceeds the maximum allowed hours for part-time employees."

Excess Leave Time Logged

If a user logs more than 3 days in a week using specific Leave Time such as "Authorized Leave", "Family Medical Leave", or "Unauthorized Leave", the Pre Process validation can prevent submission with a message like: "Leave entries exceed the 3-day weekly limit."

Part-Time Employee Timesheet Warning

After a part-time employee submits a Timesheet exceeding 39 hours (identified via a UDF like Position Type Code with values such as "Perm Part Time (PP)", "Temp Part Time (TP)", or "Seasonal Part Time (SP)"), the Post Process can generate a warning notification. This allows the timesheet to be submitted but alerts the employee or manager with a message such as: "Warning: Timesheet hours exceed the recommended maximum for part-time employees."

Benefit: This functionality ensures data accuracy and enforces compliance with internal policies before and after a transition.

Resolved Issues

Charge Entries

1761534 TE-102671 Fixed an issue where taxes were not being calculated for Charge Entries added to an Invoice via the Money Charges button.

Excel Import

1752944 TE-102449 Fixed an issue where Portfolios imported via Excel appeared as active but were treated as suspended due to incorrect handling of the suspended status during import.

Expense Manager

1763574 TE-102672 Fixed an issue wherein date columns such as Start Date, End Date, and Process Date were unresizable in the Expense Manager Views.

Integration

1763689 TE-102690 Fixed an issue where the Jira integration menu item would not appear when it was the only active integration configured in the environment.

Milestone Billing

1756410 TE-102515 Fixed an issue where adding a child milestone under a parent milestone listed on the second page (or beyond) of the Billing section resulted in the page refreshing at the start of the list.

Note Attachments

1768808 TE-102775 Fixed an issue where users were unable to edit an Attachment Note without the Can attach Documents to Notes permission.

Notifications

1755427 TE-102533 Fixed an issue where a Budget Notification continued to be sent when it's Project was suspended if it wasn't flagged to suspend the Project.
1767436,
1767731		 TE-102751 Fixed an issue where adding a Budget Notification Recipient incorrectly required the Create Project security permission.

Charge & Product

1753932 TE-102452 Fixed an issue causing an error when exporting the Product Approval list with the Billable Total and Payable Total columns included.
1770512 TE-102791 Fixed an issue where Tasks marked as Used by Product did not appear in the Product Entry Task selection list unless they were also marked as Used by Money Charge.

Timesheet

1765477 TE-102713 Fixed an issue where accessing the Transition Criteria in Workflow Edit incorrectly displayed a license-related error when the Expense license was not present.