December 2018 Release Notes

Modified on Thu, 10 Jan 2019 at 02:30 PM

New Functionality: Tranche Funding

  • 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  

Improvements and Bug Fixes


  • 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

Custom Properties

  • 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

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article