December 2018 Release Notes

New Tranche Funding component on project workspace

• User must have financial access to see it

• Data is first displayed in a concise view with the ability to display all columns by selecting Expended View

Tranche Funding download / upload functionality added to Financial Administration and Data Administration page 

• Data Administrators must also have Financial Access role to see the functionality on Data Administration page

Tranche Funding download functionality added to project workspace and watchlist pages

• Tranche funding data for the project and its sub projects are included in the download file.

Can now export project financials to Word or PPT

Financial Full Year report amended to include two new columns: 

1. Remaining Forecast = forecast entered past the current Fiscal Year 

2. Total Project EAC = Prior Year Actual + YTD Cash Actual + ROY Cash Forecast + Remaining Forecast  

Pencil icon is now used consistently across the application to represent Edit functionality

New user is automatically logged in after completing completing the registration form

Changed the title of template section on the General Settings page from 'Project Dashboard Templates' to 'Export Templates'.

When creating a follow-on action, the 'Send and Close' button  only closes the follow-on action dialog

Non admin users can now view the Action Dashboard of a group channel

Fixed 'Copy from Previous' and 'Add Open Actions' behaviour

• Rules for copy from previous:

  • All items from the previous session only should be listed:

    • all agendas

    • all notes

    • all actions and decisions regardless of their status

  • Actions/Decisions sent to the meeting should NOT be listed (they can be added from Add Open Items)

• Rules for Add Open Actions:

  • All open actions /decisions should be listed. This includes:

    • all open actions/decisions that were created in meeting sessions

    • all open actions/decisions that were sent TO the meting

    • all open actions/decisions that were sent BY the meeting using the Create Action dialog or bulk edit 

Changed 'Add Actuals' button to 'Edit Actuals' on project workspace financial component

Removed None filter option for YesNo custom property type on project watchlists    

Fixed Close button on Project Network page

When a new action/decision is created using /command, the action notification is only sent to the assignee

Ability to set custom properties to Admin Locked

Timesheet approval request is immediately removed from the view once the user has approved the timesheet or returned it for amendment