Release Notes: August 28, 2022

Improve capacity planning precision with the ‘Skill Levels’ feature

Finding the right person for a job is crucial for resource planning. Its not just a matter of skills, but also level of expertise within that skills.

Now you can use resource planning with easy by adding not just skill but also level to you resources, obtaining a centralized overview of your teams capabilities.

Bugs

Hubspot

• Fixed: New Forecast Projects had no baseline when automatically created from HubSpot Deal
• Fixed: New Forecast Projects not having a baseline when automatically created from HubSpot Deal

Github 

• Fixed: Tasks in Phases moved to Tasks with No Phase overnight

Old Project Portfolio report

• Fixed: Showing cost/profit columns to users without necessary permissions

QuickBooks

• Fixed: Line item Discounts in invoicing not pulled into QuickBooks

Salesforce integration

• Fixed: Forecast Projects were not showing linked Salesforce opportunities in Project Settings > Integrations

Schedule project

• Fixed: Issue when sharing pages and it appears blank when filters are applied

Time registered report

• Fixed: Filter by project did not work
• Fixed: 'Oops!' error when applying 1+ filters
• Fixed: 'Oops!' error when using billable and client filter together
• Fixed: Label on projects and tasks did not work for filtering
• Fixed: Saved report returned 0 data when applying Filter = Billable
• Fixed: Oops! Error when opening report

Utilization report

• Fixed: Resolved the issue of incorrect hours in the Utilization Report
• Fixed: Showing overutilization & discrepancies when compared to individual resources and schedule people
• Fixed: Filtering on Project threw oops error when expanding a resource