Fixes
Custom Fields (specifically date fields) now display correctly no matter the User's Date and Workspace configurations
Proposal Total and Proposal Hours now correctly appear on the Project Overview page (when using Proposals Add-On)
Save button removed on My Allocation page - not intended to Save this view
Button "Exclude from Sprint" now correctly filtering tasks from Backlog (when using Sprint Add-On)
Approval Home tile now displays red indicator for the number of Approvals pending your action
"SKU" filer on Proposal Delivery Report now saves on Reports
"Planned Hours (PH)" column no longer duplicated on Task List
Project Kanban Board now showing Actual Hours correctly
Features
Proposal native fields (like Proposal Total) tracked in History/Activity tab
Time Entries now have the configuration option to clear the Time Code and Custom Field value after each Time Entry on the Time Grid
Improvements to the QuickBooks Integration for Project Insight
- Attachments on the Invoice now flow from Proposal to Invoice Record to QBO
- Now both "Sent?" and "Paid?" update back to PI from QBO
Improvements to the Proposal Add-On
- % Invoice feature now available on Proposals to set what portion should be invoiced per Deliverable, available in the Proposal Add-On
- Invoice Description field now optional to carry over to the Invoice form
- Both Invoice Description and Order # are now visible on the Proposal Display page
- Attachments on the Proposal can now be designated to carry over to the Invoice
- Proposal Deliverables columns can now be customized like other column pages in PI
Release Date: 10/27/2023
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