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-1201 | Enhancement |
Bring Job Address into Sales Invoice |
Sales Invoice |
| 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-1228 | Task |
Unit cost defined on Job Planning Line is not flowing to Purchase order |
Purchase Order |
| PRJ-1233 | Enhancement |
Update while we are adding Type= Blank to add a comment in the Purchase line in the Purchase order |
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 update message on Sales Invoice has now been fixed.
PRJ-1145
Enhancement- Bring "Cost and Billing Detail Report" into UPP.
After the changes, the Cost and Billing Detail Report is now is running fine and also populated with data based on filters applied.
PRJ-1155
Enhancement- Add on - Job Quote.
Following changes have been done in the above ticket:
- Total contract Price field added on Job Quote list
Now for Job Quote Card: -
- In Margin Tab, the field “Total Contract Price” is updated on the sum of the Total contract price field from the Segments Tab.
- 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 Quote card 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 issue 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
PRJ-1188
Enhancement- ProjectPro Role Center Page.
Modifications regarding the ProjectPro Role center Cues have been made.
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 Issue After testing.
In the job quote page, when selecting Planning Lines under the Process tab, an update was coming,
It was due to the “With Statement” Changes and now this has been fixed.
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.
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.
The issue is resolved now.
PRJ-1233
Task-update while we are adding Type= Blank to add a comment in the Purchase line in the Purchase order.
The Issue has been resolved now there is no update 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-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-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 Issue |
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 is the 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.
There was a calculation update in the 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-1170
Hot Fix -With Statement Change-Custom Objects-Code units.
Changes related to With Statement have been done.
PRJ-1191
Hot Fix - Dimensions not flowing from Job -> Create Change Order Quote.
Now Dimensions are flowing 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 issue in “Aged AR & AP” has been resolved.
- The invoice amounts are now totalling up correctly when running in the customer currency vs local.
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 entries are 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 there is no update while copying the “Quote”.
PRJ-1218
Hot Fix - Copy Job Issue.
There was an update message while copying the “Job” into another “Job”, update has been fixed and there is no update message while copying.
