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New Releases in this Update

Update ID Type Title Functional Area
PRJ-1162 Task

Revenue recognition Customizations

Revenue Recognition

PRJ-1039 Task

Correction in Job Forecast Worksheet Include Sublevels Revision-1

Job Forecast Worksheet

PRJ-1086 Task

Permission Set - Standard for ProjectPro

ProjectPro Basic

PRJ-1112 Task

Calculation of Markup Related Fields on Task Total on Job Quote

Job Quote

PRJ-1127 Sub Task

User should not be able to change Work Units of Measure for the task code in the Job Forecast Worksheet line for which any ledger entry exists

Job Forecast Worksheet.

PRJ-1141 Task

Pre-Payment application message pop-up on the sales invoice

Sales Invoice

PRJ-1145 Enhancement

Bring "Cost and Billing Detail Report" into UPP

Job Forecast Worksheet

PRJ-1155 Enhancement

Add on - Job Quote

Job Quote

PRJ-1156 Enhancement

Add On - Job Quote Rev1

Job Quote

PRJ-1159 New Feature

Correction regarding Over / Under billing Calculation on Revenue Recognition Summary Details as per Revenue Recognition Percentage of Completion Methods

Revenue Recognition

PRJ-1179 New Feature

Add Attachment to quotes

Job Quote

PRJ-1180 Enhancement

Generalize Company Logo on Report - Print By Segment with SOW

Job Quote

PRJ-1184 Enhancement

Create All-inclusive Job Task List for Jobs

ProjectPro Basic

PRJ-1188 Enhancement

ProjectPro Role Center Page

ProjectPro Basic

PRJ-1199 Task

Correction In AppSource Security solution for NA

ProjectPro Basic

PRJ-1201 Enhancement

Bring Job Address into Sales Invoice

Sales Invoice

PRJ-1223 Task

Correction Regarding with Statement Updated After testing

With Statement

PRJ-1225 Task

Correction In Crew Time Sheet for Submit Process

Crew Time Sheet

PRJ-1227 Sub-Task

Correction in Revenue Recognition Percentage Of Completion Method Process

Revenue Recognition

PRJ-1233 Task

Adding Type= Blank to add a comment in the Purchase line in the Purchase order is Resolved

Purchase Order



Release Note Details

PRJ-1162

Task - Revenue recognition Customizations.

Changes regarding calculation in Revenue Recognition have been made.

PRJ-1039

Task - Correction in Job Forecast Worksheet Include Sublevels Revision-1.

Changes regarding calculation in Job Forecast Worksheet have been made.

PRJ-1086

Task - Permission Set - Standard for ProjectPro.

ProjectPro specific Permission Sets have been created for Different ProjectPro processes, where users can only perform those tasks whose permission has been granted to their user card through the Permission set.



PRJ-1112

Task - Calculation of Markup Related Fields on Task Total on Job Quote.

  • Total contract Price field added on Job Quote list
  • Now for Job Quote Card: -
  • In Margin Tab, field Total Contract Price is updated on the sum of the Total contract price field from the Segments Tab
  • In Margin Tab, the field Selling Price field is updated on the sum of the Budget (Total price) field from the Task Totals Tab. Also Selling Price GM% fields calculation will be done based on this.
  • All this will be done after refreshing the page.

PRJ-1127

Sub Task - User should not be able to change Work Units of Measure for the task code in the Job Forecast Worksheet line for which any ledger entry exists.



After the changes, the user is not able to change the Work Units of Measure for the Task Code in the Job Forecast Worksheet line for which any Ledger entry exists.

PRJ-1141

Task - Pre-Payment application message pop-up on the sales invoice.

Pre-Payment application Popup message on Sales Invoice has now been fixed.

PRJ-1145

Enhancement - Add on - Job Quote.

Following changes have been done in the above ticket:

1. Total contract Price field added on Job Quote list

Now for Job Quote Card: -

1. In Margin Tab, the field “Total Contract Price” is updated on the sum of the Total contract price field from the Segments Tab.

2. In Margin Tab, the “Selling Price” field is updated on the sum of the Budget (Total price) field from the Task Totals Tab. Also Selling Price GM% fields calculation will be done based on this.

PRJ-1156

Enhancement - Add On - Job Quote Rev1.

Now “Date Converted to Order” field on the Job Quotecard caption changed to “Date Converted to Job”.

PRJ-1159

New Feature - Correction regarding Over / Under billing Calculation on Revenue Recognition Summary Details as per Revenue Recognition Percentage of Completion Methods.

Changes related to Calculations regarding Over/Under Billing on Revenue Recognition Summary Details as per Revenue Recognition Percentage of Completion Methods.

PRJ-1179

New Feature - Add Attachment to quotes.

  • The system was allowed to add the attachment in Quote but was not updating the same in the Fact Box now this has been fixed.
  • The attachment added to a Quote was flowing to all the quotes which have been fixed now.


PRJ-1180

Enhancement - Generalize Company Logo on Report - Print By Segment with SOW.

Changes have been done in the Print By Segment with SOW reports regarding the Generalize company logo.

PRJ-1184

Enhancement - Create All-inclusive Job Task List for Jobs.

Modification has been done for the “Job Task” list by creating a button under Process Tab named Job Task Totals, this will show the all-inclusive task list including the “Sub Levels”.



PRJ-1188

Enhancement - ProjectPro Role Center Page.

Modifications regarding the ProjectPro Role center Cues have been made.

PRJ-1199

Enhancement - Correction In AppSource Security solution for NA.

Correction regarding the AppSource Security has been done.

PRJ-1201

Enhancement - Bring Job Address into Sales Invoice.

A Boolean has been provided on the “Sales Invoice” under the “Shipping and Billing” Tab named-“JOB Address” once the user makes the Boolean true then it will pick the Job address into the Sales Invoice.



PRJ-1223

New Feature - Correction Regarding, with Statement After testing Resolved.

In the job quote page, when selecting Planning Lines under the Process tab was coming, It was due to the “With Statement” Changes and now this has been fixed.

PRJ-1227

Task - Correction in Revenue Recognition Percentage Of Completion Method Process.

Correction regarding calculation for “Percentage of Completion” method process has now been done.

PRJ-1228

Task - Unit cost defined on Job Planning Line is not flowing to Purchase order.

Earlier if the user changes the “Unit Cost” defined in the “Job Planning Lines” and created a “Purchase Order” through “Job Material Planning” the changed “Unit Cost” was not Flowing in the “Purchase Order” raised.

This is resolved now.

PRJ-1233

Task - Adding Type= Blank to add a comment in the Purchase line in the Purchase order is Resolved.

This has been resolved now while coming when we are adding “Type”=Blank to add a comment in the “Purchase Line” in the “Purchase Order”.



Update ID Type Title Functional Area
PRJ-1119 Hot Fix

Default Gross Margin % for the Quote-Margin Calculation

Job Quote

PRJ-1120 Hot Fix

Totals Calculation on the Task-Totals Tab of the Job Quote

Job Quote

PRJ-1121 Hot Fix

Add a Calculate profit button on the Job Quote Margins tab.

Job Quote

PRJ-1122 Hot Fix

Selling Price calculations on the Margin-tab

Job Quote

PRJ-1131 Hot Fix

With Statement Change-Custom Objects-Pages

With statement

PRJ-1132 Hot Fix

With Statement Change-Custom Objects-Tables

With statement

PRJ-1135 Hot Fix

With Statement Change-Standard Objects-Pages

With statement

PRJ-1136 Hot Fix

With Statement Change-Standard Objects-Tables

With statement

PRJ-1137 Hot Fix

With Statement Change-Standard Objects-Reports

With statement

PRJ-1191 Hot Fix

Dimensions not flowing from Job -> Create Change Order Quote

Change Order

PRJ-1192 Hot Fix

Job Retention not flowing from Job Quote to Job Card

Job Quote

PRJ-1193 Hot Fix

Double Conversion Problem on Aging

ProjectPro Basic

PRJ-1197 Hot Fix

Calculation Logic of Total Cost Not Working Properly

Planning Lines

PRJ-1198 Hot Fix

With Statement Changes for Warning AL0604 and AL0606

With Statement

PRJ-1203 Hot Fix

Multi-Currency when Dealing with Retention Invoice

Sales Invoice

PRJ-1206 Hot Fix

In Job Quote, Schedule Total Price is updating wrong value when changing Gross Profit % value

Job Quote

PRJ-1210 Hot Fix

Task description updating wrong in Actual Vs Budget Cost by APO report & Actual Vs Budget Cost by APO with Quantity report

ProjectPro Basic

PRJ-1215 Hot Fix

software Hot Fix copying Job quote

Job Quote

PRJ-1218 Hot Fix

Copy Job Updated

ProjectPro Basic



Release Note Details

PRJ-1119

Hot Fix - Default Gross Margin % for the Quote-Margin Calculation.

  • A new field has been added on the Job Quote Setup with the name: "Default Minimum Selling Price G.M. %".
  • The percentage defined isthe default, but the editable value which will flow to the Job quote Margins tab on the field Minimum Selling Price G.M. %. It will also lead to the auto calculation of the field "Minimum Selling Price". This value will flow to new Job Quotes created.
  • Note: If the Minimum Selling Price G.M. % is blank on the Job Quote/Job setup the field Minimum Selling Price will be blank.

PRJ-1120

Hot Fix - Totals Calculation on the Task-Totals Tab of the Job Quote.

Updated calculation of the totals on the Job Quote which has been fixed now.

PRJ-1121

Hot Fix - Add a Calculate profit button on the Job Quote Margins tab.

On the Job Quote page, the figures on the Margin were not calculated automatically,

Users have to exit the Page to refresh for the calculations, but now a “Calculate Profit” Button has been added on the “Job Quote Margin” tab for the same.

PRJ-1122

Hot Fix - Selling Price calculations on the Margin-tab

After the changes on the job Quote Margine tab:

  • The "Selling Price"is now made equal to the Total Contract Price of the Task Totals.
  • On the Margins tab the *"Selling Price G.M. %"* is now being calculated automatically.
  • The same value is now been updating in the "Total Contract Price" field.
    • "Total Contract Price G.M. %"is now being calculated automatically.

PRJ-1131

Hot Fix - With Statement Change-Custom Objects-Pages.

Changes related to With Statement have been done.

PRJ-1132

Hot Fix - With Statement Change-Custom Objects-Tables.

Changes related to With Statement have been done.

PRJ-1135

Hot Fix - With Statement Change-Standard Objects-Pages.

Changes related to With Statement have been done.

PRJ-1136

Hot Fix - With Statement Change-Custom Objects-Tables.

Changes related to With Statement have been done.

PRJ-1137

Hot Fix-With Statement Change-Standard Objects-Reports.

Changes related to With Statement have been done.

PRJ-1191

Hot Fix - Dimensions not flowing from Job -> Create Change Order Quote.

Now Dimensions areflowing from “Job card” to “Change Order Quote” perfectly.



PRJ-1192

Hot Fix - Job Retention not flowing from Job Quote to Job Card.

The Hot Fix has been fixed and now Job Retention is flowing From Job Quote to Job Card.



PRJ-1193

Hot Fix - Double Conversion Problem on Aging.

  • The Hot Fix has been fixed and the Double retention in “Aged AR & AP” has been resolved.
  • The invoice amounts are nowtotalling up correctly when running in the customer currency vs local.

PRJ-1197

Hot Fix - Calculation Logic of Total Cost Not Working Properly.

When we were calculating use tax at planning lines then in that case, the total cost was getting calculated on its own but when we were entering unit price at planning lines it was reverting the total cost to initial cost instead of total cost+ use tax amount in Total cost section.

Now the Hot Fix has been fixed and calculations are now perfectly calculated.

PRJ-1198

Hot Fix - With Statement Changes for Warning AL0604 and AL0606.

Changes regarding With Statement have been done.

PRJ-1203

Hot Fix - Multi-Currency when Dealing with Retention Invoice.

The Hot Fix has been fixed now While Posting Retention Invoice using multi-currency. customer ledger entriesare now Updated in case of retention line.

PRJ-1206

Hot Fix - In Job Quote, Schedule Total Price is updating wrong value when changing Gross Profit % value.

The Hot Fix has been fixed now In the Job Quote, Schedule Total Price is updating the correct value when changing Gross Profit % value.

PRJ-1210

Hot Fix -Task description updating wrong in Actual Vs Budget Cost by APO report & Actual Vs Budget Cost by APO with Quantity report.

The Hot Fix has been fixed now the task description is updating correctly in Actual Vs Budget Cost by APO report & Actual Vs Budget Cost by APO with Quantity report.

PRJ-1215

Hot Fix - software Hot Fix copying Job quote.

The Hot Fix has been fixed now while copying the “Quote”.

PRJ-1218

Hot Fix - software Hot Fix copying Job quote.

The Hot Fix has been fixed now while copying the “Quote”.

PRJ-1218

Hot Fix - Copy Job Resolved.

This message has been fixed while copying the “Job” into another “Job”, Hot Fix has been fixed while copying.

PRJ-1225

Hot Fix -Correction In Crew Time Sheet for Submit Process.

Correction Regarding the crew time Sheet for the Submit Process has now been done.

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