| Type |
Business Area |
Description |
ID |
Impact Level |
| New feature |
xl360 spreadsheet |
With the introduction of the new ETC/EAC Management (Preview) experience, an issue where users could encounter problems saving ETC Cost Buckets when entering data in quick succession has been addressed. Previously, rapid updates could lead to synchronization challenges between PO and FO. The new process ensures that data is transferred from PO to FO only when users explicitly click the publish button, providing greater control over when updates are synchronized. This enhancement improves data reliability and ensures consistency across both applications. |
113241 |
Lvl.2(Medium) |
| Fix |
Bookable resources |
Observed an issue where assigning a Contact-type Bookable Resource as the Project Manager on an Opportunity Line resulted in the creation of a duplicate User-type Bookable Resource during project creation when a User ID existed in the system. The behavior has been corrected to prevent duplicate Bookable Resource records from being generated. |
112534 |
Lvl.0(No Impact) |
| Fix |
Price list |
Identified a validation issue where amount-based price lists prevented the use of charges percentage type prices, and vice versa, resulting in validation errors. Price lists now support both amount-based and charges percentage pricing configurations, restoring mixed pricing scenarios. |
112554 |
Lvl.2(Medium) |
| Fix |
Direct booking process |
Addressed an issue where direct resource bookings created duplicate team member records for the same Bookable Resource with blank efforts. The booking process now correctly reuses the existing team member record and applies hard bookings without creating duplicates. |
112671 |
Lvl.3(High) |
| Fix |
Project |
Detected an issue where an unexpected error message was displayed when accessing Project Contracts. Users were previously required to click OK to continue. Users can now access Project Contracts without encountering unnecessary error prompts. |
112693 |
Lvl.2(Medium) |
| Fix |
xl360 spreadsheet |
Investigated an issue in Microsoft Planner Effort Allocation where manually updated effort values were not retained but auto-assigned based on the calendar after publishing when resource assignments were changed. User-entered effort values are now preserved throughout the publishing process. |
112741 |
Lvl.2(Medium) |
| Fix |
Project |
Resolved a data update issue where modifying project groups for multiple subprojects caused subsequent updates on different subprojects to unintentionally affect previously updated records. Updates are now restricted to the selected subprojects, ensuring changes remain isolated and accurate. |
112752 |
Lvl.1(Low) |
| Fix |
Direct booking process |
Corrected an inconsistency where rerunning the Direct Booking process after updating task dates or effort values caused discrepancies between hard-booked and total efforts. Booking and effort allocation data now remain synchronized following subsequent updates. |
112810 |
Lvl.1(Low) |
| Fix |
xl360 spreadsheet |
Detected an issue during the Advanced Copy process where existing resource assignments in the Effort Allocation tab were inadvertently removed or impacted by the new Fee Estimate copy process. The copy operation now preserves all existing resource assignments while successfully incorporating new changes. |
112825 |
Lvl.1(Low) |
| Fix |
xl360 spreadsheet |
Analyzed a process execution issue where the new copy process for transferring tasks from the Fee Estimator to the WBS could become stuck in a loop due to inadequate cloud flow error handling. Enhanced exception handling now ensures reliable process completion and eliminates looping scenarios. |
112866 |
Lvl.0(No Impact) |
| Fix |
xl360 spreadsheet |
Uncovered a mapping issue where executing an Advanced Copy from a different Fee Estimate version following a Full Copy caused cost and sales amounts to be assigned to incorrect expense items. Expense values are now accurately mapped to their intended records throughout the copy process. |
112873 |
Lvl.1(Low) |
| Fix |
xl360 spreadsheet |
Identified a failure scenario in the task copy process from Fee Estimator to WBS where unit estimates without a specified quantity prevented successful execution. The logic has been enhanced to accommodate such scenarios and complete the copy operation successfully. |
112993 |
Lvl.1(Low) |
| Fix |
xl360 spreadsheet |
Observed an issue where global markup percentages assigned to new expense items in the WBS were lost after refreshing the page. Markup values are now retained correctly, ensuring consistent expense calculations across refresh operations. |
112996 |
Lvl.2(Medium) |
| Fix |
xl360 spreadsheet |
Addressed a data retention issue in the ETC/EAC spreadsheet where manually entered values were not consistently preserved during editing activities. The updated behavior safeguards user-entered values and restricts further edits until synchronization is completed. |
113103 |
Lvl.1(Low) |
| Fix |
xl360 spreadsheet |
Detected an assignment issue where copying tasks to an MS Planner project resulted in blank assignments in Effort Allocation when no effort was defined for labor items in the Fee Estimator. Assignment data is now generated correctly, preventing incomplete allocation records. |
113208 |
Lvl.1(Low) |
| Fix |
Project |
Investigated an issue where the ‘Copy Tasks from Project’ feature failed when copying tasks between Planner projects, resulting in an error and process interruption. Task transfers between Planner projects now execute successfully without errors. |
113272 |
Lvl.1(Low) |
| Fix |
xl360 spreadsheet |
Corrected a record creation issue where quickly adding multiple Labor and Expense Items led to corrupted records, resulting in inaccurate sales amount calculations. Additional controls now ensure each record is created successfully before new entries can be added, maintaining data integrity. |
113283 |
Lvl.1(Low) |
| Fix |
xl360 spreadsheet |
Identified a gap in the copy process where Position Names were not created in the WBS when Labor Items copied from the Fee Estimator had blank Position Name values. Position Names are now automatically generated during the copy operation, ensuring complete labor item records. |
113330 |
Lvl.1(Low) |
| Fix |
Direct booking process |
Resolved an issue where deleting a labor Item from the WBS could automatically hard book a resource in the team tab without running the direct booking process when multiple labor items shared the same Bookable Resource and Role. This behavior also caused hard booked efforts to exceed the total efforts defined in the WBS. With this fix, booking behavior is now handled correctly. |
113355 |
Lvl.0(No Impact) |
| Fix |
xl360 spreadsheet |
Discovered an issue where the new fee estimate copy process could get stuck when few tasks on fee estimator contains 0 effort. This caused empty resource assignment and resource assignment extension records to be created, resulting in process failure. The process now handles zero-effort scenarios appropriately, preventing invalid records and ensuring successful completion. |
113369 |
Lvl.0(No Impact) |