API
Added ability to add/update classifications and classification rates via the API.
Added CodeLevel filter to cashflow endpoints
Added SnapshotStartDate and SnapshotEndDate filters to /api/cashflowsnapshot
Resource Plan data can now be retrieved grouped by week using the ?groupBy=week optional parameter. This can significantly reduce the size of the data being sent to and processed by PowerBI and similar tools.
When timesheets are successfully imported via /api/timesheetimport, people who were not already on the project team will be added to the team in the default role
Authentication
It is now possible to enable/disable legacy forms authentication (end user) and basic authentication (API) independently. For those who are using only a single signon method, this means the legacy forms authentication form can be hidden in the login screen under Configuration -> Authentication
Contacts
Delegations for approving Contract Variations can now be based either on the value of the Variation(s), or on the Adjusted Contract Value
Contracts
A single Progress Claim or Recommendation document may now be generated for multiple contracts with different suppliers, if the template is configured for use with Project Cost contracts only
When calculating a Program Invoice using a Contract WBS, the status of each Contract Deliverable and Variation will now determine if Timesheets booked to those tasks will be included in a Client Claim
When importing into the Invoice view from Excel in the "Assessment" view, you can now import the "Reasons" field
You can now specify a 0 Qty and Contract Rate for Deliverable and Variations assignments, supporting the ability to assign a contract specific rate to a person who works on a contract, but was not part of the original Contract build up / estimate
Costs
When creating a Budget snapshot, the phase of the project the snapshot is for is now labelled as "Budget Pertains To" instead of just "Lifecycle" to avoid confusion.
Documents
Added a "Mark as Unprocessed" button for documents which have been integrated with an external finance system
Added an option to display the filename in the photo views of the multi file upload output
Added the ability to filter by Certification Date in the Progress Claim Register template control
Improved the look and feel of the Contract EOT template control output. This change will apply to new documents created after Administrators have edited your Extension of Time template(s).
Improved the look and feel of the Contract Variations template control output. This change will apply to new documents created after Administrators have edited your Variation template(s).
It is now possible to edit the document name of a signed off document
It is now possible to have a single column photo layout with descriptions optionally underneath each photo
Scanned signature images now have a maximum width of 200px in the user profile screen, html view and pdf output of documents
Filters
Project Types can now be linked to multiple Sectors, instead of just one Sector
Gantt
When specific Lifecycle Phases are selected to be displayed, the Project bar is no longer drawn, providing better visual clarity
Gantt chart links to projects and contracts will now open in a new browser tab
Gantt chart now allows multiple specific Lifecycles to be selected when viewing the Lifecycle level.
Added an option to sort by Project Start or Project ID / Name
When sorting by Actual/Forecast and filtering for a specific lifecycle, the sort will now be by the lifecycle start date, rather than the project start date
Invoices
Invoices can now be marked as "Unpaid" in the Contracts -> Completed Claims interface
Issues
Comments generated by saving emails into UniPhi from Outlook are now presented in a more compact/neater manner
PowerBI
When exporting to PPT or PDF, you can now choose to export All Pages or just the Current Page
Projects
Added "Current Budget Margin" as a selectable column in the Portfolio Summary screen, it is calculated as 1 - (Internal Actual Cost / Revenue Budget)
Columns relating to resource Budget, Actual and Remaining resource Hours, Cost and Charge can now be added to the Portfolio Summary screen dashboards
The default page displayed when viewing a specific project is now its project details dashboard, rather than the project edit screen
Reports
Added a Contract filter to Project Hours by Resource and Resource Hours by Project.
Added a standard task filter to Project Hours by Resource and Resource Hours by Project.
Added background colours to risk rating columns in the Risk Management Plan and Risk Register reports
Admin: Expense Claim Export now includes 'Pre-Award Phases' and 'Open Post-Award Phases' lifecycle options
Programme: Contract Summary now includes 'Pre-Award Phases' and 'Open Post-Award Phases' lifecycle options
Progress Claim Register report now includes PO Number as a column.
Resource Plan Export report now has an option to export either Act/Fcst or Budget
Sales Pipeline report now allows Open phases to be selected in addition to Pre-Award phases, as well as the grouped selectors of all Pre-Award Phases or all Open Post-Award Phases
Sales Pipeline report now includes Contract Total and Contract Adjusted columns
Resources
Added the ability to Clear and Offset resource planning from a specified Start Date, instead of only the entire project timeline
When deleting a person, if they have submitted timesheets this fact is now included in the confirm delete dialog box
Summary
The "Signoff" tab will now indicate the number of items awaiting your signoff in brackets
Time
Gantt chart links to projects and contracts will now open in a new browser tab
Gantt chart now allows multiple specific Lifecycles to be selected when viewing the Lifecycle level.
Added an option to sort by Project Start or Project ID / Name
When sorting by Actual/Forecast and filtering for a specific lifecycle, the sort will now be by the lifecycle start date, rather than the project start date
Milestones: When updating the progress of a milestone to 100%, the Act/Fcst Date will no longer be updated with today's date
Timesheets
Added a Standard/Overtime subtotals if there is overtime booked during the week
Added an IsOvertime flag to penalty rates
Approval screen will now display subtotals for Normal and Overtime hours if relevant
If you specify a Start Date for a person, their timesheet will now be closed/submitted prior to that date
If you use the Day View, this choice will now be remembered next time you enter your timesheet
Improved the readability of dates
Penalty Rate codes now have an editable history, just like other rate components
The Approval screen will now display a line for "Other Projects" for each Person such that the reviewer can see the total hours the Person booked during the week
When creating standard timesheet task lists, they are now sorted by ID by default and can be sorted by all other fields, this should help in managing very long lists
Xero Integration
AP Invoices sent to Xero will now also include the Contractor's Invoice as a file attachment
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