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Monday, April 24th, 2023 Admin
  • Import: If you accidentally clicked outside of the import mapping modal, it would disappear. Now, you can only get rid of the modal by clicking the Cancel button or the X in the upper right hand corner of the modal.
  • Admin → Projects → Edit Project → Reports: If you selected custom colors for some of the Cost Estimating Reports (Ex: WBS Summary Report), sometimes the system would not save those colors correctly. That has since been fixed.
  • Admin → Projects → Edit Project → Thresholds: Added a Not Between operator to the thresholds area.
  • Admin → Codes → Edit Code File: When assigning code files to other code files (aka Code File Links), the system would correctly work the first time. However, if you came back and edited that same code file and resaved it, the system would lose the Code File Links relationship if there were more than 2 linked code files. This has been corrected.
  • Calculate Earned Value: If you had an Earned as Spent work package and there is a CTD Cost Variance but no record in the current period, then the system would throw an error. This has been corrected so that the system skips this record.
Estimating
  • Estimating → Cost Estimating Reports → CAM Summary Report: If you selected a Work Package or some other filters, the system would throw an error. This has been corrected.
  • Estimating → Cost Estimate Form → Details: The CAM label in the Details section was pulling from the Default registry instead of the project registry. This has been corrected.
  • Estimating → Staffing Plan Report: Added the CAM field to the report.
Schedule
  • Schedule → Schedule Builder / View & Status: Added the ability to rearrange column order by clicking and dragging on a column’s header label.
  • Schedule → Add / Edit Task: In the Resource Assignment section, we added labels and placeholders for the Cost Class filter and Resource Assignment field to make it clear what each dropdown list does in the form.
  • Schedule → Quick Status: The CAM label now uses the Project’s Registry setting. Also, if the Finish Date link is clicked on a task but that Finish Date is past the current Reporting Period, then the Reporting Period date is placed in the Revised Finish Date column instead of the Task Finish Date. Also added all Schedule Custom Fields and Work Package Notebooks as columns to this grid.
Risks
  • Risks → Risk Register: When editing a risk, the system would sometimes throw an error if you did not have your Risk Thresholds setup. Now, the system throws a meaningful error message to alert the user that these need to be setup by the admin before users begin entering risks.