Project Insight 18.6.0.2 Release Notes

Features

Import Time Codes from Excel (like the User Import) using the icon in the top right corner 

Import Expense Codes from Excel (like the User Import) using the icon in the top right corner 

Import Resource Types from Excel (like the User Import) using the icon in the top right corner 

PI Search still does not separate based on underscore symbol, but please see our Common Search Techniques article for alternate methods

Outlook Connector now features a "Save to a Proposal Item" option when the Proposal App is installed from "Get Apps and Add Ons" admin

Resource ID now available in To-Do API

Baseline fields now available in Project API and Task API

Continued to improve VirtualPMā„¢ For Slack onboarding, SSO and error handling

Made improvements to the QuickBooks integration:

  • Send an Invoice Records by customer without a specific job number
  • Map Project Insight fields to QuickBooks custom fields
  • Invoice Records now lock upon Download to QuickBooks


Fixes

European culture settings (i.e. decimal vs comma values) now display correct duration and work

Removed "Include My Created Issues?" option from the issues panel on dashboard because Issue Reports are a better alternative

Expand All Summary Tasks and Expand Top Level now functions as designed in PI#Team

Changing Email Address on Auto-Alert Setting no longer causes error

Full-Text Search now finds new items even if the new item was a result of copy/paste

Entering Issue Types in PI Administration no longer errors

Project Percent Complete column in the new Project Resource Report now displays % symbol

Inactive users will not receive the "forgot password" reminder email. These users could not and still cannot login because they are marked "inactive"

Files with a file preview no longer error when editing name, comments or description

The Project Resource Report's Task Count column now displays accurate Task Count

Portfolio Allocation Report data columns can now be saved with non-default widths

When using the Outlook Connector, projects now display the folders and tasks consistently

On the Task List, the Related Items column no longer displays deleted items

On the Task List, the Related Items column now displays the attached email when added from the Outlook Connector

On Task Full Edit, clicking Save & Add Task Successor now saves the predecessor consistently

Timer Tool no longer appears on Work Status Layer when "No Time Entry" set for user or task

Servers are now using the same timer server as a reference. No longer will Timer Tool appear to display the wrong time



Online 6/21/2018
Margaret Campbell
Updated on: