December 2018 Release Notes

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.

Projects

• 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

General

• 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'.

Actions

• 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

Meetings

• 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 

Projects

• 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

Notifications

• 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

Mobile

• Timesheet approval request is immediately removed from the view once the user has approved the timesheet or returned it for amendment