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New Releases in this Update

Update ID Type Title Functional Area
PRJ-570 Enhancement

Job Forecast Worksheet: "View Open Tasks Only" Option to Include Estimated Cost to Complete.

Job Forecasting

PRJ-578 Enhancement

"Complete" Option's Impact on Forecast Posting

Job Forecasting

PRJ-579 Enhancement

Forecasted Completed Cost and Hours to Finish Value Update Conditions.

Job Forecasting

PRJ-582 Enhancement

Mandatory "As of Date Filter" on Forecast Worksheet.

Job Forecasting

PRJ-584 Enhancement

Percent of Completion and Profit Analysis Report Resolved

Job Forecasting

PRJ-586 Enhancement

"Budgeted Costs" to be Filtered Line Type = Budget | Both Budget and Billable.

Job Forecasting

PRJ-596 Enhancement

"Estimated Cost to Complete" on JFW Statistics.

Job Forecasting

PRJ-626 Enhancement

Job Forecast Worksheet Enhancement.

Job Forecasting

PRJ-648 Enhancement

Job Forecast Worksheet - PM Statistics.

Job Forecasting

PRJ-658 Enhancement

Revenue Recognition Process

Job Forecasting

PRJ-663 Enhancement

Job Forecast Worksheet - PM Comments.

Job Forecasting

PRJ-693 Enhancement

Revenue Recognition Process/ JFW duplications.

Job Forecasting

PRJ-722 Enhancement

New Report - OPS Manager Report

Job Forecasting

PRJ-746 Enhancement

Adding APOS Codes to APOS related Reports

ProjectPro Basic

PRJ-810 Enhancement

Actual Vs Budget Cost by APO - Report ID - 14021152

ProjectPro Basic

PRJ-811 Enhancement

Actual Vs Budget Price by RAPO - Report ID - 14021155

ProjectPro Basic

PRJ-812 Enhancement

Actual Vs Budget C/WU by APO - Report ID - 14021157

ProjectPro Basic

PRJ-813 Enhancement

Actual Vs Budget Material by APO - Report ID - 14021158

ProjectPro Basic

PRJ-814 Enhancement

Actual Vs Budget Jobs Hour - Report ID - 14021182

ProjectPro Basic

PRJ-885 Enhancement

Report 14021154: Job Gross Profit by APO

ProjectPro Basic

PRJ-840 Enhancement

Addons - Time Sheet Crew

Time Sheet

PRJ-841 Enhancement

Adding of Skill Class code To Resource Card

Time Sheet

PRJ-842 Enhancement

Job Segment Code to be added to Crew Time Sheet

Time Sheet

PRJ-874 Enhancement

Combined G702 and G703 Progress Billings Report

ProjectPro Basic

PRJ-875 Enhancement

Correction On Job Setup Card on Quote Tab Regarding Drill Down

Job Quoting

PRJ-895 Enhancement

Use Tax Related fields to be added on Job Material Planning

ProjectPro Basic



Release Note Details

PRJ-570

Enhancement

PRJ-626

"View Open Tasks Only" Option to Include Estimated Cost to Complete

Addition of a new column “Estimated Cost to Complete” in the option “View Open Tasks Only” Boolean on Job Forecast Worksheet.


Release september image 1

PRJ-578

Enhancement - “Complete" Option's Impact on Forecast Posting

Complete [Boolean] – Purpose is to indicate that this Job Task is complete.

When placed a check mark on Complete it should auto update below, in same order:

“Estimated Cost to Complete” = $0.00.

“New Total Percent Complete” = 100%.

“Hours to Finish” = 0.00.

User cannot change the values unless “Complete” option is unchecked.

If a user unchecks the option, then values will remain same as 1st point, and user will be able to modify the values as required.

Release september image 3

PRJ-579

Enhancement - Forecasted Completed Cost and Hours to Finish Value Update Conditions

Upon change of “As of Date Filter” on forecast worksheet, for non-completed tasks:

If previous forecasted completed cost exists then, validated the previous posted Forecasted Completed Cost value to update the related field values accordingly, in which New Status Date should be skipped to change the date in that field. - to check the effect and calculations, change the value manually in forecasted completed cost field.

If previous hours to finish value exists then, update/validate the hours to finish value with new formula suggested by Ed, i.e., Hours to Finish = Remaining Hours + Previous Hours to Finish – Actual Hours.

If the above value comes out to be negative then, update the value as 0 and validate the related field calculations accordingly.

An additional change needs to be done is that, if Remaining Hours comes out to be negative value, then update that value as 0 and not the negative value.

PRJ-582

Enhancement - JFW: Mandatory "As of Date Filter" on Forecast Worksheet.

On open of job forecast worksheet printed a pop-up message as "Please enter “As of Date Filter”".

Also, if there’s no as of date filter entered, then user not allowed to change values on forecast worksheet and updated message will same as above. This is updated in each field which are editable, i.e.,

  1. Complete
  2. New Total Percent Complete
  3. Estimated Cost to Complete
  4. Hours to Finish

On opening the Job Forecasting Worksheet, this message pops up.

Release september image 4

Release september image 5

PRJ-584

Enhancement - Percent of Completion and Profit Analysis Report Resolved

For this added a new field on Job Setup --> Job Forecast Worksheet Fast Tab naming "Forecast Amount Rounding" here you just need to put the 0.1.

Release september image 6

PRJ-586

Enhancement - "Budgeted Costs" to be Filtered Line Type = Budget | Both Budget and Billable

On job forecast worksheet, applied filter on "Budgeted Costs" with “Line Type = Budget | Both Budget and Billable”.

Release september image 7

PRJ-596

Enhancement - "Estimated Cost to Complete" on Job Forecast Worksheet Statistics

After the changes, "Estimated Cost to Complete" value on job forecast worksheet statistics matches with the totals of estimated cost to complete in Statistics.

Release september image 8

PRJ-626

Enhancement - Job Forecast Worksheet Enhancement

Other tickets linked to this parent ticket.

PRJ-648

Enhancement - Job Forecast Worksheet - PM Statistics

Addition of PM Statistics page in Job Forecasting Worksheet page

Release september image 9

Release september image 10

PRJ-658

Enhancement - Revenue Recognition Process

New process of revenue recognition created.

Release september image 11

Release september image 13

Release september image 14

PRJ-663

Enhancement - Job Forecast Worksheet - PM Comments

Addition of “PM Comments” page in Job Forecast Worksheet. It is included to add job comments.

Release september image 15

Release september image 16

PRJ-693

Enhancement - Revenue Recognition Process/ Job Forecast Worksheet duplications

Job Forecast Worksheet was duplicating multiple entry lines on both Project Summary Details and Revenue Recognition Summary Details.

It was corrected.

PRJ-722

Enhancement - New Report - OPS Manager Report

Addition of a new report named OPS Manager Report

Release september image 17

Release september image 18

PRJ-746,PRJ-810,PRJ-811, PRJ-812, PRJ-813, PRJ-814, PRJ-885

Enhancement - Adding APOS Codes to APOS related Reports

Actual Vs Budget Price by RAPO - Report ID - 14021155

Actual Vs Budget C/WU by APO - Report ID - 14021157

Actual Vs Budget Material by APO - Report ID - 14021158

Actual Vs Budget Jobs Hour - Report ID - 14021182

Report 14021154: Job Gross Profit by APO

Addition of Section (Fourth Level) to Reports

  • Gross Profit by APO
  • Actual Vs Budget Cost by APO
  • Actual vs Budget Qty by APO
  • Actual vs Budget C/WU by APO
  • Actual Vs Budget Price by RAPO

Release september image

PRJ-840, PRJ-841, PRJ-842

Enhancement - Addons - Time Sheet Crew

Adding of Skill Class code To Resource Card

Job Segment Code to be added to Crew Time Sheet

Following changes done related to Time Sheet Crew

  • Adding of Skill Class code To Resource Card and then it will flow to the Time Sheet
  • Addition of Job Segment code to be picked from Job Card and it will get filter from Job itself on Crew Time Sheet
  • 2 Decimal Places added on Crew Time Sheet calculation
  • Caption Changed for On Human Resource Setup

    From Custom Time Sheet No. to Crew Time Sheet No. Series

    From Time Sheet Line No. to Crew Time Sheet Line No. Series

  • Release september image 19

    Release september image 20

    Release september image 21

    PRJ-874

    Enhancement - Combined G702 and G703 Progress Billings Report

    Combined both the reports G702 and G703.

    Release september image 22

    PRJ-875

    Enhancement - Correction on Job Setup Card on Quote Tab Regarding Drill Down

    Now, on drilling down further on the Total Task No. field and Billing Task No. field, it correctly opens to the Activities list page for the selection of code.

    Release september image 23

    PRJ-895

    Enhancement - Use Tax Related fields to be added on Job Material Planning

    Use Tax related fields added to the Job Planning Lines Page and to be flowed to Job Material Planning.

    Release september image 24
    Update ID Type Title Functional Area
    PRJ-827 Hot Fix

    Error while opening the Customer Card.

    ProjectPro Basic

    PRJ-834 Hot Fix

    Service Order/ Credit Memo Updated on Table 5902 Subscriber of PP extension

    ProjectPro Basic

    PRJ-844 Hot Fix

    Reopening of the Sales document Resolved

    ProjectPro Basic

    PRJ-856 Hot Fix

    While subcontracting when we use a Type of G/L on PO lines is updated

    ProjectPro Basic

    PRJ-849 Hot Fix
    • Resolved where incorrect values were updating into job ledger with sales line discounts for Unit Price, Unit Price ($). Total Price, Total Price ($)
    • Updated where the discount amount was getting added to the Unit Price and Total Price Fields.
    • Updated where G/L entries were not showing the Discount value separately

    ProjectPro Basic

    PRJ-870 Hot Fix

    Updated Date on Valid on UAT Database using ProjectPro while using VJS Remove the term “issue” from the description

    ProjectPro Basic

    PRJ-878 Hot Fix

    Small Correction in Progress Billing by Task Process

    1. Correction Regarding Report Caption Change “As on Date”.

    2. When Click on “Suggest Billing by Task” Correction Regarding Calculate Billing %age on the basis of APO link Source Category.

    Progress Billing

    PRJ-881 Hot Fix

    Job Setup - Drill down to detailed tables

    ProjectPro Basic

    PRJ-882 Hot Fix

    Double Retention in Total Sales on Customer Card and Fact Box

    ProjectPro Basic

    PRJ-884 Hot Fix

    Client (GLEI) + ISV- PP Retention on Purchase Invoices for Jobs/Subcontracts and Sales Invoices Resolved

    ProjectPro Basic

    PRJ-907 Hot Fix

    System is not allowing to Voiding Cheque

    ProjectPro Basic



    Release Note Details

    PRJ-827

    Hot Fix Client - Updated Opening of Customer Card

    Correct and updated the opening of customer cards

    PRJ-834

    Hot Fix - Resolved Service Order/Credit Memo

    Service Order/ Credit Memo Updated on Table 5902 Subscriber of PP extension

    PRJ-844

    Hot Fix - Reopening of the Sales document Resolved

    Correct and updated re-opening the sales document

    PRJ-849

    Hot Fix - Incorrect values updating into job ledger with sales line discounts for Unit Price, Unit Price ($), Total Price, Total Price ($)

    • Fixed the issue where incorrect values were updating into job ledger with sales line discounts for Unit Price, Unit Price ($), Total Price, Total Price ($).
    • Fixed the issue where the Discount amount was getting added to the Unit Price and Total Price fields.
    • Fixed the issue where G/L entries were not showing the Discount values separately.
    • Following reports were also corrected to accommodate the changes: -
      • Job Gross Profit
      • Gross Profit by APO
      • Actual vs Budget Price by APO

    PRJ-856

    Hot Fix - While subcontracting when we use a Type of G/L on PO lines is updated

    While subcontracting when we use a Type of G/L on PO lines is now updated.

    PRJ-870

    Hot Fix - Error with Date not Valid on UAT Database using ProjectPro while using Visual Job Scheduler

    If anyone used VJS before Version 11, then system gave error while Date is missing on Job Planning Lines but on latest version 11 this issue is resolved.

    PRJ-878

    Hot Fix - Small Correction in Progress Billing by Task Process

    1. Correction Regarding Report Caption Change “As on Date”.

    2. When Click on “Suggest Billing by Task” Correction Regarding Calculate Billing %age on the basis of APO link Source Category.

    1. While using the function “Suggest Billing by Task”, date filter changed from Posting Date to As on Date.

    Release september image 255

    Release september image 26

    2. Now, additional filter added for the calculation of Billing Percentage on the basis of APO Link Source category.

    Release september image 27

    PRJ-881

    Hot Fix Job Setup - Drill down to detailed tables

    Now able to drill into the Master Tables of Task Code for "Billing Job Task No." and "Total Task No."

    Release september image 28

    PRJ-882

    Hot Fix - Double Retention in Total Sales on Customer Card and Fact Box

    After the correction, now Sales Total in Customer Card and fact box showing total sales amount minus the retention amount as required.

    Release september image 29

    PRJ-884

    Hot Fix – ProjectPro Retention Issues on Purchase Invoices for Jobs/Subcontracts and Sales Invoices

    PP Retention Resolved on Purchase Invoices for Jobs/Subcontracts and Sales Invoices

    There was a refresh update on normal PO, PI, SI.

    PRJ-907

    Hot Fix - System is not allowing to Voiding Cheque

    Correction Done. Now, system allowing to void cheques.

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