Version 10.0.30.20230216 | Hotfix Release | February 16, 2023
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Note – This hotfix release is compatible with Microsoft Installed product version 10.0.31 as well.
Work item type Business scenario Description VSTS ID Version New Feature Invoicing This new feature enhances the standard “Credit note” functionality creating a new invoice proposal containing all the credit note transactions selected by the user. The invoice proposal will be automatically created when “Auto-create invoice proposal” settings will be set as “Yes”. 53668 10.0.30.20230216 New Feature Invoicing This new report provides insight of all the transactions included in the invoice proposal. This report will be automatically generated as part of the “Invoice Archive” when activated at “Invoicing group” level. 67694 10.0.30.20230216 New Feature Billing instructions This new feature allows users to maintain a list of instructions necessary during invoicing lifecycle. ‘’Billing instructions” notes can be now maintained from “Contract billing frequency” form. These instructions are visible through button ‘’View instructions’’ from “Billing schedule” and “Invoice proposal” forms. 67695 10.0.30.20230216 New Feature Invoicing This new feature provides an enhanced invoice Header/Footer text maintenance experience. Allowing users to create and maintain invoice Header and Footer content in a consolidated more operational view from the “Billing schedule” and the “Invoice proposal” forms. Also, a new “Invoice formatted footer text” is now available as part of the invoice document. 67710 10.0.30.20230216 New Feature Security roles We have introduced a new security role called ‘’Restrict access to cost prices’’ to restrict access and visualization of “Cost prices”. Assigning this new security role to any user, all “Cost prices” will be hidden for that user. 68373 10.0.30.20230216 New Feature Simple adjustments This new feature enhances the Billing schedule capabilities allowing users to perform simple adjustments directly from the Billing schedule form. Users can perform simple adjustments such as “modify time”, “write off time – transactions”, “write off time – percent”, “modify work location”, “reapply sales price” and “put on hold” for hour transactions. 69395 10.0.30.20230216 Enhancement Cash basis accounting projects360 Cash Basis Accounting (CBA) earlier wasn’t contemplating the intercompany postings. Now with this enhancement, cash layer entries will be posted for intercompany payables and receivables. 59537 10.0.30.20230216 Enhancement Resourcing In this enhancement, new parameter “Intercompany transactions” is introduced. If this new functionality is activated, then “Sales price” will be calculated according to the role configured in “Resource forecast” in the borrowing legal entity for intercompany timesheets. 62353 10.0.30.20230216 Enhancement Adjustment requests In this enhancement, “Write off time – percent” simple adjustment is added to “Hour transactions” and “Adjustments request” forms allowing users to perform write off time based on percentage for the selected transactions. 62981 10.0.30.20230216 Enhancement Invoice emailing In this enhancement users will be able to send the Invoice document as email using Electronic Reporting format. Now the ER invoice document can be sent as PDF attachment through an email while posting the invoice. Existing “Invoice email” feature is enhanced to automatically recognize when a report format is set as Electronic Reporting within “Print management”, 63487 10.0.30.20230216 Enhancement Pre-billing summary In this enhancement, new parameter “Auto-create ‘Pre-billing summary” will allow users to generate ‘pre-billing summary review’ at the time of billing schedule creation. 65972 10.0.30.20230216 Enhancement PTO requests In this enhancement, requested PTO will get automatically populated in timesheets only once for the specific timesheet period. This enhancement will avoid generating duplicated PTO entries when users are creating multiple Timesheet for the same period. 66752 10.0.30.20230216 Enhancement Automatic transactions In this enhancement, when Fee automatic transactions are posted, quantity from original transactions will be copied into the Fee automatic transaction. 68393 10.0.30.20230216 Enhancement Expense line approval Now, we can define the expense approver on ‘’expense line level approval workflow’’, where the approver can be either “Expense approver” or “Project manager” based on configuration. 68430 10.0.30.20230216 Enhancement Unit code entry This new functionality enhances the creation of “Unit code entry” transactions for intercompany timesheets. In intercompany timesheet scenarios, all the unit code entries will be posted as journals belonging to the legal entity selected at the timesheet line level. 68482 10.0.30.20230216 Enhancement HR automated events In this enhancement, vendor creation will be processed with new option “Employment active or past”, when selected “active”, it will allow users to create vendor only for active employment. If selected “both”, it will create vendor for active/inactive employment. 69493 10.0.30.20230216 Enhancement Billing schedules In this enhancement, we are providing the ability to create a new billing schedule duplicating/overlapping an existing billing period. 69809 10.0.30.20230216 Enhancement Invoicing We have introduced a new batch job called ‘’Proforma invoices clean up’’ under projects360 periodic. This process was provided as a workaround to fix a known Microsoft standard bug where “Proforma invoices” get created but not removed afterwards from “Project Invoice” table causing the effect of phantom invoices. This process will remove any stuck proforma invoice record ‘’Project Invoices’’ table. 69838 10.0.30.20230216 Enhancement Automatic transactions In this enhancement, when the automatic transactions are posted in closed period then the voucher will get posted on the next open period. This feature is controlled through a parameter. 69857 10.0.30.20230216 Issue Invoice emailing Addressed an issue where invoice emailing feature wasn’t opening the ‘Send email’ form while clicking on resend button and not allowing users to send emails from the F&O. 66976 10.0.30.20230216 Issue Invoice grouping Fixed an issue on the ‘Invoice lines’ tab on the invoice proposal form showing the labor sales price even when the sum of hour journal lines quantity is ‘zero’. 67680 10.0.30.20230216 Issue Fee management Addressed an issue where '% Progress' field wasn't getting updated when a beginning balance fee journal with fully invoiced status was posted in the project. 69770 10.0.30.20230216 Issue Unit Billing Addresssed few isuue during the forecast creation, unit billing forecast allocation and sales quantity field on unit forecast while creating unit billing foreact. 69828 10.0.30.20230216 Issue Billing Schedule Corrected an UI issue where the ‘Billing schedule status’ was sometime disabled or enabled randomly after selecting multiple billing schedules in the folowing grid. 70436 10.0.30.20230216 Issue Timesheet line approval Addressed few UI issues where the Intercompany records are not displayed or displayed multiple times on the Timesheet line level approval. 70506 10.0.30.20230216 Issue Invoice grouping Incorrect '% Porgress' and 'Previous billing' values were showing up on the aec360 project pro-forma report. With this release issue has been corrected. 70579 10.0.30.20230216 Issue PTO requests Earlier, PTO data balance entity was accessible by only system admin role. Now, with this fix users having Data management administrator, Data management operations user, Data management migration user, Service industry super user roles will be able to access PTO data balance entity to import/export the records. 70609 10.0.30.20230216 Issue Unit Billing Addresssed few isuue during the forecast creation, unit billing forecast allocation and sales quantity field on unit forecast while creating unit billing foreact. 70748 10.0.30.20230216 Issue Billing Schedule Added the few of the newly introduced fields on contract billing frequency data entity. 70790 10.0.30.20230216 Issue Timesheets Added the missing security duties and privilege to view internal and external comments on transactions. 70794 10.0.30.20230216 Issue Fee management Customer advance field on the fee management will now onwards include the deductions as well. Earlier prepayment journal voucher were only considered for this field. 71057 10.0.30.20230216 Issue Adjustment requests Earlier, adjustment request button was enabled even when under p360 parameters feature is not active. Now with this fix, button will not be showing if feature is not active unde p360 parameters. 71062 10.0.30.20230216 Issue Fee management Addressed an issue where the system was considering the wrong amounts on the invoice proposals after % progress or contract value updates 71064 10.0.30.20230216
Version Information
Package Name Model Name Version projects360 ProjAX 10.0.30.20230216 projects360 BI ProjAX BI 10.0.30.20230216 projects360 IA ProjAX IA 10.0.30.20230216 projects360 Mobile Projects360Mobile 10.0.30.20230216 projects360 projects BI ProjectsBI 10.0.30.20230216 projects360 Workspace ProjAXWorkspace 10.0.30.20230216 projects360 Integrations Projects360 integrations 10.0.30.20230216 projects360 Financials BI FinancialBI 10.0.30.20230216 projects360 Learning Plan Learning Plan 10.0.30.20230216 projects360 for Project Operations ProjOperations 10.0.30.20230216 projects360 Cash Basis Accounting CBA 10.0.30.20230216
Version 10.0.30.20230113 | Hotfix Release | January 13, 2023
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Note – This hotfix release is compatible with Microsoft Installed product version 10.0.31 as well.
Work item type Business scenario Description VSTS ID Version Enhancement Fee management With this enhancenment we have introduced a new prarameter to consider the beginning balance journal in the invoiced amount and percentage complete on the manage contract status and fee management forms. 70246 10.0.30.20230113 Enhancement Invoicing This enhancement brings in a lot of performance updates to invoice proposal creation and posting from fee management, billing schedules and standard invoice proposal creation functions. 70061 10.0.30.20230113 Enhancement Fee management With this change we have re-aligned the projects360 parameters. Now all the groups won’t break off and show in the next columns. 69332 10.0.30.20230113 Issue Invoicing Earlier, voucher imbalance error was triggering while posting project invoice which had negative on account transaction along with other transactions. Now with this fix, user will not get the voucher any imbalance error. 65178 10.0.30.20230113 Issue Data entity Earlier project ID was truncated on the sub sub-project level when user tries to export fee management rows to excel. Now with this fix, sub/sub-project level project ID details are visible correctly while exporting the fee management rows to excel. 69588 10.0.30.20230113 Issue Workspaces Earlier, while opening project with created status from project accounting workspace parent/sub-project screen and field values were showing blank/grey out. Now in this hotfix, user will be able to see the field values and it will not get grey/blank out. 69640 10.0.30.20230113 Issue Billing schedule Addressed resizing issue on General fast tab in Billing schedule form. 69660 10.0.30.20230113 Issue Daily timesheet Earlier with the role “AEC employee” user were not able to create “Daily time sheet”. Now with this fix, the role with AEC employee can create daily timesheet. 69730 10.0.30.20230113 Issue Resourcing Earlier users were not allowed to book the resource after the ‘End date’ defined on the resource forecast form. Now with this fix, user will be able to book the resource after the ‘End date’ defined on the resource forecast form. 69731 10.0.30.20230113 Issue Billing schedule Earlier, warning message used to trigger while update/save of old/new billing schedule during billing schedule creation with billing schedule group or break down by main projects parameter is enabled and later disabled. Now with this fix, no warning message will be triggered during billing schedule update and save. 69767 10.0.30.20230113 Issue Adjustment request Earlier adjustment request process was not honouring the parameter ‘Require reason code’. Now with this fix, validation is added when the adjustment request is created without reason code with the parameters turned on. 69781 10.0.30.20230113 Issue Invoicing Earlier, an error was triggering while splitting customer advance amount through invoice proposal from. Now with this fix, there will be no error while splitting customer advance amount. 69782 10.0.30.20230113 Issue Adjustment request Earlier when the transaction on adjustment request was put on hold, transactions were not getting released for next billing cycle. Now with this fix, if the transaction is put on hold on the adjustment request same will be released in next billing cycle. 69860 10.0.30.20230113 Issue Manage pending time Earlier, user was able to search project that doesn’t have resource assigned even if entity field was empty on Manage pending time form. Now with this fix, entity selection is made mandatory on Manage pending time form. 69863 10.0.30.20230113 Issue Fee management With this issue fix, now the ‘PMIPProjReference’ will be updated during the creation of admin fee billing rule. This field is also added to the data entity. 70010 10.0.30.20230113 Issue Timesheets Earlier, error used to trigger when user clicks on My delegates under timesheet form. Now with this fix, no error will be triggered when user click on My delegates. 70039 10.0.30.20230113 Issue Invoicing Earlier invoice rounding error used to trigger when retention was updated on multiple projects and invoice grouping setup was set to group only by transactions. Now with this fix, no invoice rounding error will be triggered when there is retention on multiple projects and to group the invoice lines based on only transactions. 70074 10.0.30.20230113 Issue Adjustment request Earlier project accountant was not able to create new adjustment request through “Adjustment request” form . Now with this fix, Project accountant can create a new transaction in the “Adjustment request” form. 70096 10.0.30.20230113 Issue Adjustment request Earlier when the adjustment request was created for a project, transactions already added on Invoice proposal was pulled onto the new Adjustment request. Now with this fix, transactions will be displayed only which are not added onto the invoice proposal. 70157 10.0.30.20230113 Issue Activity maintenance Earlier, Activity ID field under activity maintenance form was not getting update when work breakdown structure was modified to draft stage. Now with this fix, Activity ID will get updated even when work breakdown structure is in draft stage as well as in publish stage. 70189 10.0.30.20230113 Issue Fee management Addressed an issue where wrong amounts being considered on the invoice proposals after % progress or contract value updates. 70481 10.0.30.20230113
Version Information
Package Name Model Name Version projects360 ProjAX 10.0.30.20230113 projects360 BI ProjAX BI 10.0.30.20230113 projects360 IA ProjAX IA 10.0.30.20230113 projects360 Mobile Projects360Mobile 10.0.30.20230113 projects360 projects BI ProjectsBI 10.0.30.20230113 projects360 Workspace ProjAXWorkspace 10.0.30.20230113 projects360 Integrations Projects360 integrations 10.0.30.20230113 projects360 Financials BI FinancialBI 10.0.30.20230113 projects360 Learning Plan Learning Plan 10.0.30.20230113 projects360 for Project Operations ProjOperations 10.0.30.20230113 projects360 Cash Basis Accounting CBA 10.0.30.20230113
Version 10.0.30.20221130 | Hotfix Release | November 30, 2022
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Work item type Business scenario Description VSTS ID Version Enhancement Cash basis accounting Enhanced Cash basis accounting to work with intercompany transactions. With this enhancement, the cash layer will also be updated for intercompany payments made or received in one company on behalf of another company. 59537 10.0.30.20221130 Enhancement Personal time-off In this enhancement, when the PTO is auto populated on the timesheet once, again we are not going to populate the same PTO line on the multiple timesheets for same timesheet period. 66752 10.0.30.20221130 Enhancement Fee management Added a data entity to import the milestones information for fixed fee projects. This data entity facilitates the bulk import of milestone information for fixed fee projects. This works only for the fixed fees projects created using the fee management and not with standard milestone projects. 69336 10.0.30.20221130 Enhancement Personal time-off In this enhancement, we have provided an option to the users to delete the unwanted PTO balances of the workers/resources through a new batch job named “Purge PTO Balances” which is placed under projects360 periodic. 69381 10.0.30.20221130 Enhancement Billing schedule Addressed the performance issues on the billing schedule form. This delay in opening the form was casued by fee management section on the billing schedule form, we have made some techincal corrections to code faster loading of the form. 69528 10.0.30.20221130 Enhancement Fee management Addressed performance issues on fee management form by changing the logic of calculating the total values on fields like WIP, Invoiced etc on the form.. 69593 10.0.30.20221130 Enhancement Fee management In this enhancement, we are including the fee transaction with transaction status “Invoiced” posted through beginning balance to consider and update ‘Invoiced’ and ‘Percentage complete’ fields on Manage contract status form. This information also reflects accordingly on the fee management form as well. 69634 10.0.30.20221130 Enhancement Misc Our projects360 modules/packages are now linked to Microsoft Power Platform ISV Studio. This linking enables us to monitor the success and usage of our applications/features/functionalities in finance and operations apps 69642 10.0.30.20221130 Issue Personal time-off Earlier when the PTO was approved same was not getting considered on Reservation details form. Now with this fix, approved PTO will get considered and displayed on the Reservation details form. 65937 10.0.30.20221130 Issue HR automated events Earlier, when the worker was terminated/edited/updated on the employee form users were getting created. Now with this fix, User info will get updated only worker is terminated. 68364 10.0.30.20221130 Issue Resourcing Earlier copied forecasts were not getting deleted because of the resource forecast validation. Now with this fix, Copied forecast from the resource forecast will be allowed to delete. 68468 10.0.30.20221130 Issue Invoicing Earlier while generating invoice archive for the expense report, report was capturing the data based on the number sequence due to which other legal entities expense data was also getting displayed on the report. Now with this fix, while generating invoice archive for the expense report, report will display the transaction based on legal entity. 68586 10.0.30.20221130 Issue Personal time-off Earlier while refreshing the personal time off form incorrect resource name was getting displayed. Now with this fix, while refreshing the personal time off form logged in resource name will get displayed. 68641 10.0.30.20221130 Issue Resourcing Addressed an issue when ‘Move resourcing dates’ function ignores the week/days with zero hours. For example If the user has a task scheduled for 1-5 weeks and the second week is with zero hours. When user tries to move the dates to month later, the moved dates function used to skip the week with zero hours and even second week would have hours against it. This is now addressed. 68943 10.0.30.20221130 Issue Fee management Earlier “Invoice” field was editable on “Vendor invoice with pay when paid” form due to which all the unrelated invoices were showing the filter was cleared. Now with this fix, “Invoice” field filter is locked on “Vendor invoice with pay when paid” form. 69082 10.0.30.20221130 Issue Invoicing Earlier when the hour transaction was posted with zero sales price and re-apply sales price adjustment was performed on the invoice proposal form, sales price field was not getting updated. Now with this fix, “Sales price” will get updated when re-apply sales price adjustment is performed and if there is any change in the sales price for the posted transaction. 69103 10.0.30.20221130 Issue Fee management Addressed an issue where few tables were not getting populated for the transactions posted through beginning balance. New column “Billing rule” is added to the Posted transaction table for those transaction which falls under chargeable category. 69104 10.0.30.20221130 Issue Billing schedule Addressed invoice proposal performance issue on billing schedule form. 69106 10.0.30.20221130 Issue Invoicing Addressed an voucher imbalance error that used to trigger when there are multiple projects with Customer advance. 69178 10.0.30.20221130 Issue Resourcing Earlier user were not able to change booked hours with decimals. Now with this fix, users will be able to change the booked hours with decimals. 69180 10.0.30.20221130 Issue Subcontractor reconciliation Earlier users were unable to select the hour/expense posted through beginning balance on subcontractor reconciliation. Now with this fix, users will be able to select the hour/expense posted through beginning balance on subcontractor reconciliation. 69181 10.0.30.20221130 Issue Fee management Earlier when deleting an un-invoiced but completed Milestone allocation line was not getting adjusted/reversed. Now with this fix when the completed milestone is deleted, automatically posted transaction will get adjusted. 69185 10.0.30.20221130 Issue Invoicing Earlier “Split advance amount” button was editable even after posting of invoice proposal. Now with this fix, this “Split advance amount” button will be disabled once the invoice is posted. 69292 10.0.30.20221130 Issue Resourcing Earlier whenever there was some updates on “My booking” form, employment records was getting created in the employment history form. Now with this fix, employment records will not get created if any changes are made in ‘My booking’ form. 69295 10.0.30.20221130 Issue Invoicing Earlier, invoice rounding error was triggering when the “Parent project” or “Sub-project” grouping was marked on invoice grouping setup and/or if the maximum penny difference sets to zero under GL parameters. Now with this fix, invoice rounding error will not trigger when the “Parent project” or “Sub-project” grouping was marked on invoice grouping setup and/or if the maximum penny difference sets to zero under GL parameters. 69422 10.0.30.20221130 Issue Timesheet Earlier, “Rejection instruction” field was not getting displayed on timesheet line details when timesheet has multiple timesheet lines and second timesheet line is rejected. Now with the new fix, “Rejection instruction” field will display for all the rejected timesheet line. 69440 10.0.30.20221130 Issue Contract management Earlier Contract management Fee forecast amount was not showing in the Project ‘actual vs budge’ profit and loss report. Now with this fix contract management Fee forecast amount will get displayed on the Project ‘actual vs budge’ profit and loss report. 69476 10.0.30.20221130 Issue Workspaces Earlier projects with unmarked project stages were displayed on “Manage project” workspace. Now with his fix, only projects with marked project stages will be displayed on the workspace. 69525 10.0.30.20221130 Issue Misc Addressed an error triggering while releasing the project due to start date of the project not being updated correctly. 69589 10.0.30.20221130
Version Information
Package Name Model Name Version projects360 ProjAX 10.0.30.20221130 projects360 BI ProjAX BI 10.0.30.20221130 projects360 IA ProjAX IA 10.0.30.20221130 projects360 Mobile Projects360Mobile 10.0.30.20221130 projects360 projects BI ProjectsBI 10.0.30.20221130 projects360 Workspace ProjAXWorkspace 10.0.30.20221130 projects360 Integrations Projects360 integrations 10.0.30.20221130 projects360 Financials BI FinancialBI 10.0.30.20221130 projects360 Learning Plan Learning Plan 10.0.30.20221130 projects360 for Project Operations ProjOperations 10.0.30.20221130 projects360 Cash Basis Accounting CBA 10.0.30.20221130
Version 10.0.30.20221104 | Major Release | November 04, 2022
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Work item type Business scenario Description VSTS ID Version Enhancement Workspace Few more code enhancements were made to improve the performance on the Project manager workspace. 67678 10.0.30.20221104 Issue Fee management Earlier Fee type under project group was editable even if there were posted transactions. Now with this fix, Fee type field on the project group will be made non editable as soon as the transaction is posted. 68341 10.0.30.20221104 Issue Automatic transactions Added Index to the table “PMIPPOSTEDAUTOMATICTRANSACTIONS” 68343 10.0.30.20221104 Issue General ledger Addressed an issue where pay when paid code was locking the cash receipt and general ledger posting 68353 10.0.30.20221104 Issue Adjustment process Added index to the “PMIPProjAdjustmentPostProces” class to improve performance during the adjustment posting. 68408 10.0.30.20221104 Issue Resourcing Earlier error used to trigger when user entered some hours and changed the cursor to another resource on the resource view form. Now with this fix, no error will be triggered when user enters some hours and changes the cursor to another resource on the resource view form. 68433 10.0.30.20221104 Issue Fee management Earlier, Ledger posting sort priority was not getting populated as per project group. Now with this fix, the ledger posting sort priority will get populated based on the attached project group. 68456 10.0.30.20221104 Issue Time export Added index to the table PMIPTimeExportLine 68457 10.0.30.20221104 Issue Invoicing Earlier voucher imbalance error used to trigger while posting the invoice proposal which had multiple invoices lines of same projects with “Account receivable by project” parameter marked. Now with this fix, invoice will get posted successfully. 68464 10.0.30.20221104 Issue Resourcing Earlier when the resource is selected of different role other than selected on the resource forecast creation dialog, resource forecast record was not getting created. Now with this fix, when resource with different role is selected, resource forecast record will get created. 68465 10.0.30.20221104 Issue Resourcing Earlier, Role field on the hour journal was not getting updated from the Resource forecast when Category was edited and it matched the resource forecast criteria. Now with this fix, whenever there is a change in the category on the hour journal Role field will get update accordingly. 68469 10.0.30.20221104 Issue Personal time-off Earlier, In PTO balance report data was coming on the basis of Resource ID. Now with this fix, system will fetch the data on the basis of RecID to create record for each resource separately. 68486 10.0.30.20221104 Issue Fee management Earlier when the contract value was increased or decreased, '% Progress' field had no impact on Fee management form. Now with this fix, when the contract value is increased or decreased, '% Progress' field will get updated accordingly on Fee management form. 68532 10.0.30.20221104 Issue Resourcing Earlier, user was able to book the resources even before the start date mentioned on the resource forecast form. Now with this fix, user will be able to book only from the start date mentioned on the resource forecast form. 68538 10.0.30.20221104 Issue Unit billing Addressed the error that was triggering while publishing unit code entry lines from excel add ins. 68642 10.0.30.20221104 Issue HR automated events Earlier when employment was updated with user info, user were getting enabled automatically even when HR automated parameters were disabled. Now with this fix, when employment is updated with user info, user will not get enabled automatically when HR automated parameters are disabled. 69150 10.0.30.20221104 Issue Resourcing Addressed the issue where resource view form was not getting refreshed after booking. 68642 10.0.30.20221104
Version Information
Package Name Model Name Version projects360 ProjAX 10.0.30.20221104 projects360 BI ProjAX BI 10.0.30.20221104 projects360 IA ProjAX IA 10.0.30.20221104 projects360 Mobile Projects360Mobile 10.0.30.20221104 projects360 projects BI ProjectsBI 10.0.30.20221104 projects360 Workspace ProjAXWorkspace 10.0.30.20221104 projects360 Integrations Projects360 integrations 10.0.30.20221104 projects360 Financials BI FinancialBI 10.0.30.20221104 projects360 Learning Plan Learning Plan 10.0.30.20221104 projects360 for Project Operations ProjOperations 10.0.30.20221104 projects360 Cash Basis Accounting CBA 10.0.30.20221104