| Type |
Business Area |
Description |
ID |
Impact Level |
| New feature |
xl360 spreadsheet |
The Filter Labor Items feature enables users to filter items by discipline, role, resource, and resourcing company/unit in the Fee Estimator, and by discipline, role, and resource in WBS spreadsheets. |
109386 |
Lvl.3(High) |
| New feature |
Project |
With the New Fee Estimate copy process, users can now copy the fee estimators to WBS projects with much lesser time. Also, we now have options to chose copy the labo items or expense items or both along with task structure. |
110149 |
Lvl.4(Critical) |
| New feature |
xl360 spreadsheet |
Users can now move all assignments of a bookable resource to a new or existing team member in Effort Allocation in MS Planner and WBS Planner projects. |
110481 |
Lvl.3(High) |
| Enhancement |
Opportunity |
This enhancement on Opportunity hides the Create P-Project button in the Opportunity header once a P-Project has been created for the Opportunity. |
107209 |
Lvl.2(Medium) |
| Enhancement |
Opportunity line |
The ‘Copy Task Dates’ option is now automatically unchecked when copying fee estimate versions on Opportunity lines, reducing the need for manual updates each time with this enhancement. |
107978 |
Lvl.2(Medium) |
| Fix |
xl360 spreadsheet |
Observed an issue where changes made when swapping a bookable resource in Effort Allocation were not discarded when the ‘Discard’ option was clicked. Users can now undo changes made to efforts and resources in the ‘Assigned to’ column before publishing Effort Allocation. |
110567 |
Lvl.2(Medium) |
| Fix |
Quote |
An issue was reported where the project sales price list was not created on project draft quotes. This fix ensures that the project sales price list is now available on project draft quotes based on the parameter setup. |
111173 |
Lvl.2(Medium) |
| Fix |
Project |
The reported issue, where copying a duplicated fee estimate version containing additional tasks marked as subprojects to WBS did not reflect on the Subprojects tab, has been resolved. These tasks are now correctly displayed on the Subprojects tab of the project and are also synced with Finance and Operations. |
111315 |
Lvl.2(Medium) |
| Fix |
xl360 spreadsheet |
We identified an issue where the effort fields were in a non‑editable mode when the time scale was set to week and new resources were added to tasks in Effort Allocation. This issue has now been resolved, so the effort columns are editable when new resources are assigned to tasks in Effort Allocation. |
111413 |
Lvl.2(Medium) |
| Fix |
Project |
Resolved an issue where turning off the Enable Reconcile Bookings parameter still displayed related buttons on projects. With this fix, these buttons are now hidden across all projects and project forms. |
111428 |
Lvl.1(Low) |
| Fix |
xl360 spreadsheet |
Addressed an issue where labor cost and labor fee amounts were not retained according to the defined effort when using the Move Task Dates option in Project WBS. |
111468 |
Lvl.3(High) |
| Fix |
xl360 spreadsheet |
Previously, efforts were not retained when the Move Task Dates option was used in Effort Allocation, and the dates in the period columns were displayed according to the weekly time scale even when the time scale was set to Day. With this fix, efforts are no longer altered, and dates are displayed according to the selected time scale in Effort Allocation. |
111636 |
Lvl.1(Low) |
