Version 10.0.20.20211116 | Hotfix Release | Nov 16, 2021

Note – This hotfix release is compatible with Microsoft Installed product version 10.0.21 as well.


Business scenario Description VSTS ID Version
Subcontractor reconciliation Addressed issues on the Subcontractor reconciliation feature where the ‘To date’ was always taken as a current date if not specified on the form and reconciled records were still showing up in the reconciliation report in some cases. 51655 10.0.20.20211116
WIP Aging by project Addressed an issues where users were encountering multiple errors while printing the report with “Aging as of” and “Balance as of” is left blank. 52307 10.0.20.20211116
Data entities Added new data entities for ‘Adjustment request reason codes’, ‘Invoice paragraph template’, ‘Role billing description group’ and ‘Billing schedule calendar’ tables and forms. 52512 10.0.20.20211116
Activity management For one project WBS activity is closed and for another project WBS activity is open. When user copy these lines from favorites to timesheet, both the lines used to error out. This has been addressed now. 52530 10.0.20.20211116
Fee management Addressed an issue where NTE fee journal for overrunning contract value wasn’t getting created when the the invoice proposal is created from billing schedule. 52535 10.0.20.20211116
Adjustment requests Adding the right roles/duties/privileges to control the visibility of the different buttons and links on the adjustment request form. 52618 10.0.20.20211116
Subcontractor reconciliation Addressed an issue where timesheet hours were no longer to available to reconcile after the contractor is terminated. This is causing operational challenges when Accounts Payable tries to process the final vendor invoice. 52660 10.0.20.20211116
Project transaction enhancements Addressed an issue where automatic transactions will be created for the fully invoiced original transactions as well. 52665 10.0.20.20211116
Workspaces Project manager workspace now allows users to filter ‘My projects’ list page by Project ID from the search box as well as on the grid. 52666 10.0.20.20211116
Subcontractor management Addressed an issue where changing the % progress to zero used to set the Accrual amount and % Accrual also to zero. This will now calculate the values for Accrual amount and % Accrual based on % progress. 52844 10.0.20.20211116
Fee management Addressed an issue where a wrong billing rule used to get updated in the invoice proposal against an expense transaction, when there are multiple projects are selected against the same project in billing rule. 53135 10.0.20.20211116
Project transaction enhancements Earlier the ‘Automatic transactions’ feature used to always pick the line property from category. Now this is changed to work with the standard logic. 53150 10.0.20.20211116
Billing schedules Earlier ‘My billing schedule’ list page does not get refreshed to show my billing schedule after updating any of the project responsible on the project. This is now addressed. 53270 10.0.20.20211116
Fee management Addressed an issue where ‘Invoiced’ column on the fee management form used to show the wrong value when the accounting currency and project currencies are different. 53413 10.0.20.20211116
Quick project search Addressed an issue where quick project search button was not visible on the expenses section of the expense report. 53422 10.0.20.20211116
Revenue adjustments Addressed an issue where wrong project fee types were selected for ‘Percentage complete adjustment’ method while executing the ‘Percentage complete adjustment’ batch process 53595 10.0.20.20211116
Fee management Provided a batch job to correct the invoice proposal/invoices data due to above mentioned issue – 53150. This batch can be opened by appending the ‘f=PMIPUpdatePSAContractLineNumLogTmp’ to the end of the URL. 53625 10.0.20.20211116

Version Information

Package Name Model Name Version
FinancialBI FinancialBI 10.0.20.20211116
ProjectsBI ProjectsBI 10.0.20.20211116
LearningPlan Learning Plan 10.0.20.20211116
PMIN Projects360 integrations 10.0.20.20211116
ProjAX ProjAX 10.0.20.20211116
ProjAXBI ProjAX BI 10.0.20.20211116
ProjAXIA ProjAX IA 10.0.20.20211116
ProjAXWorkspace ProjAXWorkspace 10.0.20.20211116


Version 10.0.20.20210930 | Hotfix Release | Sep 30, 2021

Note – This hotfix release is compatible with Microsoft Installed product version 10.0.21 as well.


Work item type Business scenario Description VSTS ID Version
Issue Late timesheets Addressed an issue where ‘No timesheet required’ status was resetting ‘No timesheet’ when an hour journal was posted to period set as no timesheet required. 51345 10.0.20.20210930
Issue Overtime Earlier user was unable to assign same pay code if overtime rule has same combination of Category and Line property. Now with this fix, user will be able to assign same pay code for same combination of Category and Line property 51347 10.0.20.20210930
Issue Overtime Addressed an issue where Overtime line button was enabled when the timesheet header status is Returned. 51348 10.0.20.20210930
Issue AR aging Earlier, From due date and To due date filters were not working. Now with this fix, From due date and To due date will filter the records accordingly. 51478 10.0.20.20210930
Issue Power BI There was issue when project deeplink was clicked from PowerBI report. The F&O form used to open with a wrong project or no project. This has been fixed with the current release. 51493 10.0.20.20210930
Issue Power BI Few of the enums recently added to the product and required for PowerBI reports to function correctly were missing as part of auto populate function. This has beed addressed now. 51556 10.0.20.20210930
Enhancement Qualification view Provided the extensibility facility for PMIPFacilityType. This will allow clients to extend the field size as per their requirement. 51574 10.0.20.20210930
Issue Office integration Addressed issue where Chat with project manager feature was not working on intercompany timesheet line. 51587 10.0.20.20210930
Issue Learning plan Microsoft has deprecated few method we used for the learning plan feature. We have replaced the obsolete methods with the new replacement methods provided. 51645 10.0.20.20210930
Issue Simple adjustment Earlier, Customer retention field was getting updated only when company write up/write down was performed. Now with this fix, Customer retention field will not get updated on performing company write up/write down. 51647 10.0.20.20210930
Issue Adjustment request Provided appropriate message to the user when try to open the adjustment request related form and the parameter is turned off. 51648 10.0.20.20210930
Issue Work location Earlier error used to trigger when the work location is added with Custom type. Now this fix, user can add custom work location without any error. 51802 10.0.20.20210930
Issue HR automated events Addressed an issue where employees were unable to have their expense reports posted if they are not from the legal entity where they were loaded via the standard HR-FO integration. The employee expense mapping wasn’t setting correctly resulting in error durin the posting the expense report. 51878 10.0.20.20210930
Issue Contract management Contract management distribution used to consider the absolute values because of which there was a validation error when the amount is negative and smaller than agreement amount. This issue is addressed now. 51924 10.0.20.20210930
Enhancement Workspaces Couple of configurable tiles on the project manager workspace to set the CE Sales connection and navigation are renamed as ‘My accounts in CRM’ and ‘My opportunities in CRM’. The renamed part ‘is CRM’ instead of ‘CE Sales’ 51953 10.0.20.20210930
Enhancement Invoicing Enhanced invoicing rounding feature by renaming the parameter and adding few validations on the projects360 parameters form.. 51975 10.0.20.20210930
Issue Resourcing Earlier when the resource forecast data was exported, Catergory defaulted was not getting exported. Now with this fix, defaulted category will get exported. 51977 10.0.20.20210930

Version Information

Package Name Model Name Version
FinancialBI FinancialBI 10.0.20.20210930
ProjectsBI ProjectsBI 10.0.20.20210930
LearningPlan Learning Plan 10.0.20.20210930
PMIN Projects360 integrations 10.0.20.20210930
ProjAX ProjAX 10.0.20.20210930
ProjAXBI ProjAX BI 10.0.20.20210930
ProjAXIA ProjAX IA 10.0.20.20210930
ProjAXWorkspace ProjAXWorkspace 10.0.20.20210930


Version 10.0.20.20210831 | Hotfix Release | Aug 31, 2021

Work item type Business scenario Description VSTS ID Version
Enhancement Invoice document review Earlier invoice document review use to work with only one print management settings. We have now removed this restriction and it will work with all combinations of print management settings except screen. 50571 10.0.20.20210831
Enhancement Workspaces Now an embedded report is available for the project details workspace. This embedded reports can be set as default from the projects360 parameters. 50761 10.0.20.20210831
Enhancement Workspaces Now the data on the embedded reports on the project manager and project details workspace are filtered based on the logged in user. 50825 10.0.20.20210831
Enhancement Late timesheet Added new fields on the send email batch form, to provide an option to the user to send the mail to resource or approver based on the timesheet status. 51158 10.0.20.20210831
Enhancement Data entities Added security roles for all the projects360 data entities. 13467 10.0.20.20210831
Issue Financial dimension Addressed an issue where renaming a financial dimension results in an error due to some of the BI objects. This is fixed now. 19007 10.0.20.20210831
Issue Revenue recognition Earlier, Revenue recognition process was creating additional records when the negative fee journal is posted with multi currency. Now with this fix, there will not be additional records when the negative fee journal is posted with multi currency. 47959 10.0.20.20210831
Issue Microsoft teams integration Addressed an issue where ‘Chat with project manager’ was opening with Unknown user for a multi tenant scenario. In this case the resource is a part of one active directory and project manager in another active directory. 50390 10.0.20.20210831
Issue Billing schedule Earlier, Billing schedule status was not getting changed to Invoice posted when invoice is posted via periodic job. Now with this fix, Billing schedule status will get changed to Invoice posted when invoice is posted via periodic job 50760 10.0.20.20210831
Issue Workspaces Earlier, Timesheet line level approval tile was not visible with roles on Project management and approval workspace. Now with this fix, Timesheet line level approval tile was not visible with roles on Project management and approval workspace 50773 10.0.20.20210831
Issue Late timesheet Improved the performance of the late timesheets form. 50884 10.0.20.20210831
Issue Unit billing Earlier user was not able to delete the created unit proposals. Now with this fix, after deleting the sales order or sales order lines, unit billing records can be deleted. 50897 10.0.20.20210831
Issue Automatic transactions Earlier, Sales price was not getting calculated on automatic fee transaction when “multiplier from cost” is selected under the Sales price model. Now with this fix, sales price will get calculated when “multiplier from cost” is selected under the Sales price model. 50941 10.0.20.20210831
Issue Invoice grouping Addressed an issue where the user was unable to edit invoice line descriptions through extensions 51033 10.0.20.20210831
Issue Manage pending time Addressed an issue where ‘Manage Pending Time’ was not considering the project increment time logic for unassigned tasks. 51034 10.0.20.20210831
Issue Adjustment request Made changes to the adjustment request status Enum in line with Microsoft changes. 51050 10.0.20.20210831
Issue Daily timesheet Addressed an issue where user was unable select fee period during project subscription generation. 51052 10.0.20.20210831
Issue AR by project Addressed an issue where voucher imbalance error used to trigger when invoice is posted with multiple projects and sales taxes. 51061 10.0.20.20210831
Issue Workspaces Addressed some of the security and tile count issues on the project manager and projectd details workspace. 51113 10.0.20.20210831
Issue Overtime Provided the provision to set the default overtime type from overtime validation groups form. In the overtime type grid, a new button is provided to set the selected record as the default overtime type for a group. 51132 10.0.20.20210831
Issue Simple adjustments Earlier, ‘Reapply sales price’ was not considering the parameter ‘Copy effective labor rate cost’. Now with this fix, based on the parameter labor rate will be copied to the transaction when the reapply sales price is performed. 51223 10.0.20.20210831
Issue Workspaces Corrected a behaviour of ‘Open in CE sales’ button on project details workspace. This button will now be visible only if the CE sales app parameters are keyed in. 51224 10.0.20.20210831
Issue Overtime Security information was missing for the ‘New overtime line’ button on timesheet. Now we added roles objects to this button. 51233 10.0.20.20210831
Issue Activity management Earlier, user was allowed to submit the timesheets for closed project activities. Now with this fix, user will not be allowed to submit the timesheets with closed activities. 51245 10.0.20.20210831
Issue Resourcing Addressed an issue where sales price default for a timesheet transactions wer going wrong because of the standard code. We have corrected this behavior to pick the role and price correctly now for the timesheets transactions. 51258 10.0.20.20210831
Issue Overtime Earlier, mandatory message used to trigger on timesheet for work location when new overtime line is created by copying the line. Now with this fix, if the new overtime line is created by copying the line with work location, mandatory message will not trigger. 51277 10.0.20.20210831

Version Information

Package Name Model Name Version
FinancialBI FinancialBI 10.0.20.20210831
ProjectsBI ProjectsBI 10.0.20.20210831
LearningPlan Learning Plan 10.0.20.20210831
PMIN Projects360 integrations 10.0.20.20210831
ProjAX ProjAX 10.0.20.20210831
ProjAXBI ProjAX BI 10.0.20.20210831
ProjAXIA ProjAX IA 10.0.20.20210831
ProjAXWorkspace ProjAXWorkspace 10.0.20.20210831


Version 10.0.20.20210730 | Major Release | July 30, 2021

Business scenario Description VSTS ID Version
Billing schedule Earlier ‘Contract value’ was not getting displayed on ‘Billing schedule’ form for T&E and NTE projects. Now with this fix, ‘Contract value’ will get displayed on ‘Billing schedule’ form for T&E and NTE projects. 50501 10.0.20.20210730
Billing schedule Earlier transactions with action ‘On hold-billing’ on adjustment request form was not considered for the next billing schedule. Now with this fix, transactions with action ‘On hold-billing’ on adjustment request form will get considered for the next billing schedule. 49857 10.0.20.20210730
Billing schedule Addressed an issue where Project invoice fact box is not showing all the invoices for a billing schedule. 50668 10.0.20.20210730
Billing schedule Earlier invoice proposal creation process was ending with TTS begin/TTS commit issue for particular projects. Now this fix, invoice proposal creation process does not trigger any errors. 50473 10.0.20.20210730
Invoicing Earlier invoice rounding error used to trigger when invoice proposal has customer retention and ‘Activity roll up’ marked on the invoice grouping. Now this fix, invoice rounding error will not trigger. 49875 10.0.20.20210730
Invoicing Earlier invoice rounding error used to trigger when invoice proposal has customer retention and ‘Main project’ marked on the invoice grouping. Now this fix, invoice rounding error will not trigger. 49097 10.0.20.20210730
Invoicing Earlier when the invoice report was printed with different language othe than EN-US, ‘Service dates’ and ‘Invoice text’ was overlapping. Now with this fix, ‘Service dates’ and ‘Invoice text’ will not overlap on the invoice report. 50081 10.0.20.20210730
Invoice document review Earlier logic was dependent on the standard Microsoft logic to pick the document type for the invoice document review functionality. This is now provided as a parameter on the projects360 parameters form to enable user to select the desired document type. 45213 10.0.20.20210730
Simple adjustment Earlier when the write up/write up is performed by changing the net amount to zero and then again performe the simple adjustment process, allocation was incorrect. Now with this fix, amount will be equally distributed based on the resource. 49568 10.0.20.20210730
Automatic transaction Earlier automatic transactions was not getting posted correctly with ELR and negative new price. Now with this fix automatic transactions will get posted correctly with the new price. 49945 10.0.20.20210730
Resourcing Earlier error was triggering while creating resource forecast line with future projected start and end dates. Now with this fix, error will not trigger while creating resource forecast line with future projected start and end dates. 50324 10.0.20.20210730
Resourcing Earlier, 'Book hours per day' was defaulting from project calendar and when try to edit FTE% it used to pick up from the resource calendar.Now with this fix, when the end data is updated ''Book hours per day' will pick based on resource calendar when resource is assigned and project calendar if resource is not assigned. 49724 10.0.20.20210730
Resourcing Earlier error used to trigger when try to open resource look up on resource forecast when ‘Enable project resource scheduling performance enhancement feature’ feature was enabled. Now with this fix, error will not trigger when try to open resource lookup on resource forecast form. 49015 10.0.20.20210730
Resourcing Added new filter ‘Financial dimension’ button on the resource view form. 49708 10.0.20.20210730
Workspaces Addressed security roles issue for Project details workspace. 50273 10.0.20.20210730
Workspaces Project list when opened from project workspace do not had the right access for project manager and other roles, this is corrected now. 50421 10.0.20.20210730
Workspaces Earlier ‘Timesheet line level approval’ tile was not getting displayed Project management and approval workspace when “UI control” field was marked under “Projects” tab on projects360 integration parameters form. Now with this fix,  ‘Timesheet line level approval’ tile will be displayed on Project management and approval workspace. 50251 10.0.20.20210730
Vendor certifications Corrected the code function properly to update the release for payment tag for PWP records when vendor certification has been added and batch process to release documents is run. 50256 10.0.20.20210730
Vendor certifications Earlier user was unable to configure multiple certification with different date ranges. Now with this fix, user will be able to configure multiple certification with different date ranges. 50255 10.0.20.20210730
Fee management Addressed an issue where WIP amount wasn’t getting cleared when an invoice proposal is created and then immediately deleted for the progress and fixed fee projects. In this scenario, the line property used for creating the fee journal was set to accrue revenue. 50084 10.0.20.20210730
Fee management Corrected an issue where when user enters the value on % Progress field on the billing schdule details form and refreshes the form. The refresh process used to update the wrong value on the % progress field. 50468 10.0.20.20210730
Fee management Removed and alternate key index set on PMIPProjFeeManagementTmp temporary (in memory) table. 50539 10.0.20.20210730
Fee management Addressed an issue where Invoiced amount on the fee management form was showing the wrong value. 50684 10.0.20.20210730
DDR Earlier, DDR was not working when configured/logged in with different languages. Now this this fix, DDR will work with different languages. 48329 10.0.20.20210730
AR by project Updated the code to correct the Project Id’s on the customer transactions when AR by project feature is turned on. 50291 10.0.20.20210730
Overtime Earlier when the Overtime validation group created with the bigger name, error used to trigger when try to assign the Overtime type. Now with this fix, no error trigger when assigning the overtime type. 50527 10.0.20.20210730
Print management Addressed issue where Print management for project invoicing does not allow creation of children of the Original. 49055 10.0.20.20210730
Workflow Earlier duplicate ‘Type of participant’ was displayed on the expense report workflow. Now with this fix, duplicate ‘Type of participant’ is removed on the expense report workflow. 49239 10.0.20.20210730
Late time Earlier missing timesheet mail was addressed to wrong receipient when the missing timesheets were opened in multiple tabs and action on timesheets were performed. Now with this fix, when the timesheet is missing or in Draft state Mail will be sent to resource with Missing timesheet template and when the timesheet is in review state – Mail will be sent to approver with Timesheet approval template. 11384 10.0.20.20210730
Learning plan Corrected an issue where connecting to BPM library used to error out from the learning plan form. 46786 10.0.20.20210730
Quick project search Quick project search code is refactored for better performance. 49946 10.0.20.20210730
Adjustment request Earlier transactions from the ‘Adjustment request’ with Complete status was not picked for the next adjustment request process. Now with this fix, transactions from the ‘Adjustment request’ with Complete status will be picked for the next adjustment request process. 50525 10.0.20.20210730
PSA Code refactored for newer authentication methods as old methods were deprecated by Microsoft. 50550 10.0.20.20210730
Subcontractor Added Project Name (read only field) on the subcontractor line data entity. 50388 10.0.20.20210730

Version Information

Package Name Model Name Version
FinancialBI FinancialBI 10.0.20.20210730
ProjectsBI ProjectsBI 10.0.20.20210730
LearningPlan Learning Plan 10.0.20.20210730
PMIN Projects360 integrations 10.0.20.20210730
ProjAX ProjAX 10.0.20.20210730
ProjAXBI ProjAX BI 10.0.20.20210730
ProjAXIA ProjAX IA 10.0.20.20210730
ProjAXWorkspace ProjAXWorkspace 10.0.20.20210730