| Type |
Business Area |
Description |
ID |
Impact Level |
| New feature |
xl360 spreadsheet |
Users can now specify a resourcing company or unit in the Fee Estimator, based on what is enabled in the Project Parameters form. Cost prices are calculated based on the combination of role, resource, and resourcing company or unit, and these combinations can be maintained in the cost price list. Role prices defined this way will not sync to Finance and Operations. |
83425 |
Lvl.4(Critical) |
| New feature |
Project |
Unit estimates created for projects in Project Operations now flow automatically to the unit code entries table in Finance and Operations through the dual write process. Subproject unit estimates appear as unit code entry headers, and their related activity unit estimates appear as unit code entry lines. |
95665 |
Lvl.3(High) |
| New feature |
Project |
Unit estimates have been added to Projects in Project Operations, similar to unit code entries in Finance and Operations. Users can now define unit estimates for subprojects and activities. These unit estimates are automatically synced to the unit fees field in the WBS planner, directly impacting the total fees calculation. |
97127 |
Lvl.3(High) |
| New feature |
xl360 spreadsheet |
Effort Allocation in MS Planner now supports resource assignments, time-scaled effort entry, and automatic sync with the Tasks tab—bringing it in line with WBS projects. |
97740 |
Lvl.3(High) |
| Enhancement |
Customer |
Customer sales tax groups now sync bi-directionally between Project Operations and Finance and Operations, keeping both systems up to date. |
91744 |
Lvl.1(Low) |
| Enhancement |
xl360 spreadsheet |
When assigning a new team member in the Effort Allocation spreadsheet, start and end dates are now taken from the task, and the default role is picked from the company parameters. |
91783 |
Lvl.1(Low) |
| Enhancement |
Project Management and Accounting Parameters |
Projects created in Project Operations can now be released to Finance and Operations when the ‘Resource/Project’ and ‘Project/Category’ parameters are mandatory. Only resources and categories selected in the WBS Planner will be available for hour and expense journal entries. |
94936 |
Lvl.2(Medium) |
| Fix |
xl360 spreadsheet |
Resolved an issue where updates made to the task/activity name in the Work Breakdown Structure (WBS) of Project Operations were not reflecting in the WBS of Finance and Operations. With this fix, any changes to the task/activity name in Project Operations will now correctly update in Finance and Operations. |
103213 |
Lvl.2(Medium) |
| Fix |
xl360 spreadsheet |
Resolved an issue where printing estimates for large task structures resulted in blank pages. The print estimate layout has been corrected, and all content now appears properly aligned. |
104453 |
Lvl.1(Low) |
| Fix |
Project |
Resolved an issue where linking multiple opportunity lines to the same project would create duplicate marketing projects. Now, when the linking feature is used for opportunity lines associated with the same project, no duplicate marketing projects are created. |
107138 |
Lvl.1(Low) |
| Fix |
xl360 spreadsheet |
Resolved an issue where the Exchange Rate field in the Fee Estimator now correctly truncates to four decimal places. Previously, when exchange rates were synced from Finance and Operations, the system considered up to ten decimal places, which impacted sales and cost calculations. |
107275 |
Lvl.1(Low) |
| Fix |
Resourcing |
Resolved an issue where selecting multiple team members with a duration exceeding 300 days caused an error when clicking Generate Requirement. The plugin previously timed out after 2 minutes. |
107283 |
Lvl.2(Medium) |
| Fix |
Project |
Resolved an issue where projects without a contract or customer were failing during actuals creation due to attempts to create both cost and unbilled sales. Now, for projects without a contract, only cost actuals are synced, preventing the error. |
107326 |
Lvl.2(Medium) |
