Project Insight 18.7.0.2 Release Notes

Features

Primary Project Manager is now a group-by of the Task Resource Report

Columns for "Summary Task" and "Task Summary Path" are now available in the Task Report and Task Resource Report
- Please note Task Resource Report calls these columns "Task Summary Task" and "Task Summary Task Path"
- (Wanna know why? I'll write an article about this - it's about our Model properties and sub-properties)

Proposal report now includes filters for created, updated, estimated start and closed dates

Anyone assigned to a Proposal is automatically granted edit permissions to the proposal, regardless of the underlying permissions

Proposals now allow for negative proposal lines from a project and invoice's negative proposal lines

If a folder used for archived projects has been deleted, Project Insight no longer errors on the Project Status page

The History tab now identifies who impersonated when an impersonated user performs an action

Group-by options on reports now have an option to default the categories to expanded or collapsed - Currently, they default to collapsed without changing this option

Text Only vs HTML versions of all Comment, Description, and Resolution fields are now available on all reports. Check out these columns here:

The Administrator Group now displays the users in that group in a list

Left Navigation changes:

  • Tasks now nest underneath Projects in the Project section
  • Setting gear now displays on all pages with a mouse-over
  • Turn item displays on/off in the left nav using the Settings gear icon


Fixes

Project Insight no longer errors or delays when pasting images into Comments or Descriptions - Yay! Nailed it!

Task list now consistently displays correct tasks and work breakdown structure upon deleting a summary task

If a folder used for archived projects has been deleted, Project Insight no longer errors on the Project Status page

The Company dropdown field on the Time Entry Worksheet is now sorting alpha-numerically again

Proposal report now honors the date filters for the proposal created date

PI Integration for JIRA: Tasks no longer "automatically add from project in PI to JIRA" when you no longer enable any tasks to sync from PI to JIRA




Online 7/19/2018
Margaret Campbell
Updated on: