1. ALL REGIONS 

FEATURES

NEW FINANCE SUMMARY REPORT[#1545]

Pulse Finance Data has now been moved into SOLR which has increased the speed of the Reporting Widgets. SOLR is a scalable blazing fast alternative to traditional database storage that powers the search and navigation of many of the world’s largest most trafficked data heavy websites. 

The Finance Summary report has different summaries which can be accessed by clicking the tabs:

Estimates Summary Report

The Filters section for this tab lets users Filter by

• Job Office
• Brands
• Brand Cat
• Estimate Status
• Estimated to
• Valid to Date
• Currency

Purchase Orders Summary Report

The Filters section for this tab lets users Filter by

• Job Office
• Brands
• Brand Cat
• PO Status
• PO to
• Valid to Date
• Currency

Invoices Summary Report

The Filters section for this tab lets users Filter by

The Filters section for this tab lets users Filter by

• Job Office
• Brands
• Brand Cat
• Invoice Status
• Invoice to
• Valid to Date
• Currency

NEW FINANCE DETAIL REPORT [#1545]

The move of Finance Data into SOLR also has increase the speed and utility of the new Finance Detail Report for Estimates, POs and Invoices.

Estimates Detail Report

The Filters section for the Estimates Detail Report allows you to Filter by

• Job Office
• Brands
• Brand Cat
• Estimate Status
• Estimate to
• Valid to Date
• Currency
• Activity Type

Purchase Orders Detail Report

The Filters section for this tab lets users Filter by

• Job Office
• Brands
• Brand Cat
• Invoice Status
• Invoice to
• Valid to Date
• Currency

Invoices Detail Report

The Filters section for this tab lets users Filter by

• Job Office
• Brands
• Brand Cat
• Invoice Status
• Invoice to
• Valid to Date
• Currency

FINANCE DOCUMENTS INTO A QUEUE (PO & INVOICES) [#1678]

Finance Documents often fail to submit to Agresso because Agresso can only accept 1 submission per instance (UK, EU) at a time. We have  implemented an efficient and resilient queuing system for:

The advantage of using a queue is that Documents are added to a queue for processing instead of processing at the point of submission which often causes outage or timeout.

ENHANCEMENTS

[#55913] ADD BRAND ID AND BRAND CAT ID TO TIMESHEET/PROJECT DATA EXPORT

We have updated the Timesheet Data Export report to  export the Brand ID and the BrandCat ID (aka “Client ID”).

[#55919] ADD ALTERNATE JOB TITLE (IF AVAILABLE) TO THE CONCATENATED TEXT STRING FOR SEARCHING FOR A PROJECT (ADD RECORD TO TIMESHEET)

Some networks enforce a very specific naming convention for projects. However, this doesn’t necessarily align with what teams may refer to the projects as.

As a result, when they are adding the project to their timesheet, it is often difficult to easily see which project is which.

We now leverage the existing “Alternate Job Title” field such that, when populated, it will be visible as a tag under the official project title on the timesheet.

In addition to this:

1. When the “Alternate Job Title” field is used, add it to the text string of searching for a record to add.
2. It is now possible to search by the text of an alternate job title to locate a project and add it to the timesheet.
3. We now wrap the text so it shows on two lines if the name is too long.

[#55971] ADD TAG TO IMPORT TASKS FEATURE

We have updated the Bulk Import Task feature so that tags can be added to Tasks when bulk importing them from an Excel spreadsheet.

[#56134] COPY THE RIGHT-CLICK TARGET TASKS’ DATES & CONSTRAINT SETTINGS WHEN ADDING TASK BELOW

When “Adding a Task” “above” or “below” copy the “start “and “finish” dates and “constraint type” of the task that was right clicked.

FIXES

[#56133] REMOVE CHATBOT FROM GANTT CHART

Remove the chatbot button from the Gantt chart screen.

[#56185] BUG: CAN APPROVE OWN TIME GETS DISABLED ON “SAVE”

Fix the bug when the value in the “User Can Approve Own Time” switch gets set to “Disabled”

[#55673] BUG: PTO SPECIAL RULES PERMISSION GETS DISABLED WHEN OPS USER UPDATES THE PROFILE

Fix – bug that caused the value in the “Allow user to manage special PTO rules” dropdown to be set to “No” in cases when a non-superuser couldn’t see this field.

[#55901] PULSE PLANNER: CANNOT CREATE ‘PLANNED PROJECT’ VIA ‘DRAG TO CREATE’

Fix – bug that prevented the creation of a “Planned Project” via click-and-drag in the Pulse Planner.

[#55676] BUG: TIMESHEET – REMOVED USES CAN STILL BILL TIME TO PROJECT

Fix – bug that allowed a User who has been removed from a Project, and has submitted time for the last week, to continue to submit time on that Project, until they stop submitting time on that project for a whole week.

[#56136] FIX “ERROR UPDATING TICKET” AFTER BRYNTUM “SCHEDULING CYCLE”  WARNING POPUP

Fix – bug that caused the updating of a Task to fail if a “Scheduling cycle” was created. 

2. UK / EU

FEATURES

ENHANCEMENTS

[#56015] ENABLE AGRESSO PO AND INVOICE PDF NOTIFICATIONS AND FIX THE LINK IN V2

We have reinstated email notifications for file synchronisations from Agresso after fixing an issue that was causing the duplication of messages.

FIXES

3. NORTH AMERICA

ENHANCEMENTS

[#55914] HPS JOB BUILDER (CURRENT) UPDATES

We have updated the classification of Task Types and Services in the HPS Job Builder