Features
Big changes are coming to the Project Status vs Project State for those clients who predate March of 2017. Take a look at the Project Active column in the Project Status Admin
Added the following properties and calculations to the REST APIs: Group to the User model object; Projects or Tasks behind schedule; DateTime value for "Forward Progress" details.
When creating a project from a Project Request, Project Insight now populates the fields for Default Company and Default Company Contract
You can now delete the final Project Manager from a Project Template - this allows anyone who builds the project from the template to be the only Project Manager
Expense Reports and Time Sheets now sort on the Dashboard and Home Screen by 1) Start Date 2) End Date 3) Person 4) Sheet/Report Name
Click on "Last Comment (HTML)" and "Last Comment (Text Only)" field in Project and Task reports to see all comments and add a new one - Wow!
Added a Planning board to the Project Views
Simplified the Administration > Project > Settings page
Under Administration > Project > Settings > Project Close Options, you can now select the option to "Enable changes to the project and tasks after closing/archiving a project"
Made improvements to the Invoice Record features:
- Add the created by/date and updated by/date fields to the invoice record
- Added the created by/date and updated by/date fields to the invoice records report
- Added the option to the "Invoice Record Settings" to allow users to unlock invoice records once locked
- Added Proposal column to the header of invoice record display when there is a corresponding Proposal
- Added a Done button to the invoice record display
- Changed the "Ready to Download?" checkbox on invoice record display to a button
- Added the created by/date and updated by/date fields to the invoice records report
- Added the created by/date and updated by/date fields to the invoice records report
- Added a hyperlink on invoice record display to allow for reversing the "Ready to Download" flag
Made improvements to the QuickBooks integration:
- Negative invoice records now export to QuickBooks as credit memos
- QuickBooks integration settings now allow you to specify a custom replacement for the colon (:) character, which is not allowed in QB values
Reports that could be inline edited are now always enabled for inline editing by default
Fixes
Reports no longer lag regardless of adding the "Text Only" columns (e.g. Comment, Description, and Resolution fields) - See 18.7.0.3 Release Notes addendum
Adding images to Project, Task, ToDo descriptions no longer causes time out or slowness
You can now delete Task Types - oops!
Invoice Records no longer error when a line item populates without a description
Project will now set to Archive state correctly without requiring a default archive folder in the Administration settings
Inline Task Edit clipboard icon now sets the Capture Time preferences per the field name - it now does what it says it does
Deleting a Summary Task now shows the name of the Summary Task instead of the placeholder "$RowName" - woops!
Removed erroneous "Burn Down" checkbox options from Budget reports
When adding a user, PI now ignores passwords generated by any browser's auto-fill function if the "Manually set password?" checkbox is unchecked
Fixed how the "cells merge" when exporting to Excel and improved Excel export formatting
Editing the Expense Report on the Approval page loads the expense codes according to default values consistently