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Changepoint 2017 SP2 General Patches – features list

This article lists the general patches for Changepoint 2017 SP2 that included new features or enhancements.

For more detailed information, see the release notes for the general patch.

18.02.114.000

  • The following database views are provided for users to create reports that include project, task, and task assignment fiscal data:
    • vwProjectFiscalRollup
    • vwTaskFiscalRollup
    • vwAssignmentFiscalRollup.

18.02.112.000 General Patch

  • Architectural changes to improve overall system performance and scalability for tracking fiscal data for planned, actual and forecast data

18.02.109.000 General Patch

  • Option on billing offices to control whether the related time records for a fixed fee are automatically selected when the fixed fee is invoiced.
  • Ability to auto-distribute planned effort to nonworking days in project planning worksheet (PPW), resource scheduling worksheet (RSW), project teams, and task edit view, when there are no working days between the planned start and planned finish dates.

18.02.105.000 General Patch

  • Transferring time and expenses – To improve the performance for selecting target projects or tasks when transferring time and expenses, the number of records that are returned in the “Transfer to” field is limited to 500 for the total number of assignments and projects when both Time and Expense are selected. If the number of records exceeds the limit, a message appears to tell the user to enter to refine the filter criteria. The number can be adjusted by changing the default in the Enterprise\Web.Config file.

18.02.103.000 General Patch

  • Project planning worksheet (PPW) – ability to create recurring allocations

18.02.099.000 General Patch

  • Resource management worksheet (RSW) enhancement – ability to show availability
  • Transferring time and expenses enhancement – simplified selection of sources and targets of time entries and expenses

18.02.095.000 General Patch

  • Project planning worksheet (PPW) – multiple summary task managers can manage project tasks at the same time
  • Project management – Email notifications for task assignments on nonworking days

18.02.093.000 General Patch

Updated product guides and online help that include new functionality released in the general patches up to and including 18.02.093.000.

Project planning worksheet (PPW) enhancements

  • split view option to view and work with task view and task assignment view at the same time
  • resource fields – resource fields are type-ahead fields instead of lists, which means users can enter a few characters of the resource name to filter the list of resources

Resource scheduling worksheet (RSW) enhancement:

  • Reassigned demand items are clearly indicated with an icon

18.02.089.000 General Patch

Usability 

  • In both the resource scheduling worksheet (RSW) and project planning worksheet (PPW), users can now move the dialog boxes so that they can view the spreadsheet contents that previously would be blocked.

Resource scheduling worksheet (RSW)

  • data displayed the RSW view can be exported to Microsoft Excel

Revenue management – invoicing (cross charging) of fixed fees

  • When a user selects a fixed fee to be added to an invoice in the Fixed fees tab, the time records related to the fixed fee are automatically selected in the Time and Requests tabs, and the projects and requests related to the time records are automatically selected on the General tab.

  • Total net regular hours field and Total net overtime hours fields display the total net hours for the selected time records in the Time and Requests tabs.
  • Fixed fee column displays the fixed fee related to the time records

18.02.087.000 General Patch

Resource scheduling worksheet (RSW)

  • color coding for resource availability in the worksheet time periods
  • ad hoc row sorting based on the column data

Project planning worksheet (PPW)

  • show actual effort or availability next to planned effort in worksheet columns

18.02.086.000 General Patch

Resource scheduling worksheet (RSW)

  • Expanded/collapsed state of rows is maintained when RSW is relaunched or refreshed

Project planning worksheet (PPW)

  • Work breakdown structure (WBS) is maintained when filters are applied
  • Ability to filter rows based on column data

General

  • Time entries can be restricted based on planned dates and effort for projects, tasks, and task assignments

Installation and configuration

  • New “Rollup Project Planned Data” scheduled job for time entry restrictions

18.02.084.000 General Patch

Project Planning Worksheet (PPW)

  • Ability to copy PPW filters
  • Expanded/collapsed state of rows is maintained when PPW is relaunched or refreshed