20.5.0 Release Notes – Project Insight Help Center

Fixes

Project Gantt Chart now properly displays the Right Click menu on the Task Table

Project Request form adjusted to properly display its field classes

Issues and Project Requests now will not display the Custom Fields tab when there are no custom fields present

Add Resource Types as Placeholder Resources works correctly again

Expense Report now has the "Date Created" field as the Expense Entry Report does

Add Tasks from Template on a Project no longer imports the task list with missing Predecessors

Right clicking on a new Task to save function now works properly

A JavaScript error in the Task List has been resolved

Continued fixes to the Azure DevOps to PI integration

Continued fixes to the Jira to PI integration

Copy/Pasting Summary Task work packages into another Summary Task now works properly

PDF view display no longer contains an error

PI#Team Welcome Email now displays the correct content

Unsubmitted Time Entry Report no longer takes time entries from the Sunday of the next week of the time range

Choosing the right click edit on a task > edit Resources, no longer throws error

Proposal Deliverable Report can now be saved and the report has the "Proposal Project Affiliation" column

When a Project Request form has an Approval - the "State" (Open/Closed) of the Project Request is controlled on the Approval item page

Fixes to the 2-Tier-Approval Process

New top Navigation layout and button, see brief video that walks through these changes:

https://www.youtube.com/watch?v=Nn1gSUeDsc0&feature=youtu.be
See Figure (1) for My Insight dropdown and navigation back button
See Figure (2) for new left Administration section layout - each Add-On is grouped together on the left Admin
- Ex. a: Companies Add-On appearing both in the Installed Add-On page and in the left Admin

Administration Section with Add-On Categories

Users - add and manage users
Companies - add and manage companies
Groups - add and manage groups
System Configuration - system settings
Project Management - all Projects default and Task default options, templates and statuses
Project Portfolio Reporting - advanced project and resource options
Work Management Tools - additional work items like issues
Budgets - any time or expense related settings
Mobile & Messaging Apps - stay current on your work with Slack and Notifications
Project Initiation - first things first, Project Request and Proposal forms
Workspace Options - advanced options like Comments and Security
Customization - Custom Fields, Custom Items, Themes and site formatting
Integrations - third party connections that are "out-of-the-box" to Project Insight
Developer Tools - API, JS and CSS, and Notification Templates
Single Sign On - PI's plug and play SSO options

Project Default and Task Default Options Now All Live in One Place.

See video https://video.drift.com/v/abHeyRAGGQ7/ for more info.
"Project and Tasks" Add-On now has taken place of the following Add-Ons; Project Methodologies, Default Project Options, and Default Task Options

Option in User Preference to remove legacy hover menu

By unchecking "Use Hover for Menus (instead of onclick)" - menus will only appear when clicking rather than when hovering

Project Edit icon now holds more options when hovering.

New optional layout for Project Add/Edit form

Enable the new layout on the Projects and Tasks Add-On configuration page under "Miscellaneous Options"
Check the box "Enable Legacy Project Add/Edit Form" to keep with the old way, uncheck the box to enable the new layout

Project Views can be set Globally or on each Project (on Projects and Tasks Add-On)

The Add-On gives option, "Enables Configurable Project Views (views can be turned on/off by project)"

Improvements to the Project Gantt Chart - hover highlight for row and cleaner interface

The following features have been moved to Add-Ons and can be found in the Left Nav or in the Add-Ons Home:

Proposals can now be accessed on it's own Home in the My Insight dropdown