News

• Increased maximum character limit for the Project Number field from 10 to 19 characters.

• Previously, favorite views for column selectors were personal. Now, users with the appropriate permissions can make views visible to others within the company. Only the creator of a column filter can edit it. However, any user can apply a shared view and then create their own personal favorite view based on it.
  This functionality is available in all modules except the lower part of Forecast.

  This makes it possible to define column selections that users can easily apply.

  The permission can be added to a selected group under:
  Administration → Users/Permissions → Groups → Permissions,
  then check Favorite Views under Administrative Permissions in the lower-right box.

• It is now possible to add links to checklist items. The desired link is added in the Link Name column under Checklists → Items.
• In the previous release, we introduced the ability to import invoice rows in customer invoices. A new permission has now been added to control who can import invoice rows.
  The permission is found under:
  Administration → Users/Permissions → Groups → Permissions → Module Permissions → "Import invoice rows".
  At the time of release, all users with Full permission in Invoice will automatically receive the Import invoice rows permission.
• A Staffing column has been added to Work Orders and Variation Orders (VO). This allows assigning a WO and/or VO to multiple users, who will then see their assignments in the new mobile solution under "Assigned to me".
  Previously, assignments were only managed via Supervisor, Service Technician, and Pool (based on user groups), and through Planning.
  The Staffing dialog in the client shows all users who have been scheduled (via Planning – Resource Planning and Planning – Work Orders) on the work order, as well as those added in the Staffing column.
• In the new mobile solution, Service Technician and Supervisor are still shown in the details view for WOs and VOs. Additionally, staffing information has been added, showing all assigned users in a clickable row where you can view detailed planned times for each user.
• It is now possible to add end date and end time in the Create Work Order dialog.

New Mobile Solution

• Work order information is now shown in edit mode in the Journal.

Fixes

• The button to download supplier invoice images as a PDF is now also available for users with read-only access to Accounting Cost/Internal.
  In the release two weeks ago, it only worked for users with Full access, but this has now been fixed.
• Autofill now handles the Counterpart field in customer and supplier documents.
• Booked Hours – Person: Clicking in a cell has been improved to fetch data correctly.
• When a project is changed on a time post, the WO/VO column is now cleared immediately. Previously, there could be a short delay before it was removed, which could cause follow-up issues.
• Fixed an issue where exporting Forecast Costs and Revenues to .xlsx would fail when the forecast contained a large number of rows.
  The fix introduces some differences in the .xls export due to dynamic fields. We recommend using .xlsx when exporting these views.