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Release Notes v10.0.40
Version History » Release Notes v10.0.40
Version 10.0.40.20240802 | Hotfix Release | August 2, 2024 Work item type Title VSTS ID Version Enhancement New xl360 view to display actuals by Task and Bookable resources 87865 10.0.40.20240802 Enhancement Ability…
Release process
Project management » Release process
This section dives into the “Release status” and release process for projects in Project Operations. A new “Release” button has been added to the Projects form, but it is only visible when the project’s “Release status” is…
Projects
Project management » Projects
This section details out the various new fields and buttons added at Project level to enhance the functionalities. Users can create projects in Project Operations either manually or through opportunity management process. The new project will use a ‘Project…
Company parameters
Initial configurations » Project Operations » Company parameters
There is a new parameter form “Company parameters” introduced to configure default parameters for P-Project, WBS, Opportunity, Customer, Role prices and Default roles for specific legal entity. Go to Settings > General > Company parameters The…
Project tasks
Project management » Project tasks
This section details out the new fields and additional functionalities added towards the Project Tasks of the Projects form in Project Operations. Enhancements to Project tasks form This section details out list of new fields and functionalities added as part of…
Project management
Project management
This section details out the enchantments provided at the Projects level in Project Operations. The enhancements that are grouped together in this section are related to: Projects Project tasks Subprojects Release process Actuals integration Select a section to…
P-project (Proposal project)
Opportunity management » Opportunity sales process » P-project (Proposal project)
The ‘P-project’ or Proposal project is an internal project generated from the opportunity record in Project Operations. This internal project facilitates the tracking of effort and expenses incurred during the opportunity management process. The…
Copy Estimated to Original contract
Project management » Subprojects » Copy Estimated to Original contract
A new “Copy Estimated to Original Contract” button on the Subprojects tab automates the allocation of the “Estimated Total Sales” value to the “Original Contract” field for each subproject. This action triggers the creation of…
Copy Tasks from Project
Project management » Project tasks » Copy Tasks from Project
A new functionality added in Project Operations to copy tasks from the existing projects. This functionality will allow users to copy existing projects as templates. As part of this enhancement a new button ‘Copy Tasks from Project’ will be available when…
Single User Mode for Projects
Initial configurations » Project Operations » Single User Mode for Projects
Single User Mode will help ensuring that users working on the same project at the same time are not overlapping each other and users will be required to Start and Stop editing the record. When View Only Mode is activated, then users will be able to see all…
What’s new in version 10.0.40
What’s new in version 10.0.40
projects360 10.0.40 for Project Operations introduces a set of new features such as Single User Mode for projects, Microsoft “Cost Plus Pricing” logic for xl360 templates, Multi-language capabilities. This release also includes enhancements to existing…
Close as Won/Lost and Reopen line
Opportunity management » Opportunity lines » Close as Won/Lost and Reopen line
Standard out of box Project Operations allows to perform actions ‘Close as Won’ or ‘Close or Lost’ or ‘Reopen Opportunity’ only at the opportunity header level not at the individual opportunity line levels. This functionality is…
Shared customers across companies
Initial configurations » Project Operations » Shared customers across companies
The synchronization of accounts and customers between Project Operations and F&O has been enhanced allowing to use shared customers across all legal entities. Overview of the “Shared customers/accounts” dual-write structure The graph below outlines the…
Subprojects
Project management » Subprojects
This section elaborates on the Subprojects feature, empowering users to clearly define which tasks qualify as Subprojects.. When a new project task is created in Project Operations, a corresponding subproject or WBS task will be automatically created or updated in…