15.0.18 (16-Oct-2025)

Internal update.

15.0.17 (30-Jun-2025)

Added column 'Version Status'.

15.0.16 (03-Mar-2025)

Enhanced the Wizard - It will now function using the right-click-menu, without the More4apps ribbon tabs.

15.0.15 (19-Feb-2025)

Fix for invalid type message when downloading.

15.0.14 (29-Jan-2025)

Changed terminology from 'Draft' to 'Working'.
Fix to DFF form where default context is not in LOV.
Added LOV Override for Download form for closed project statuses.
Added improved error handling to download process.

15.0.13 (16-Oct-2024)

Added Default Browser Login option.

15.0.12 (04-Mar-2024)

Fix for downloading blank lines when Show all Budgetable tasks option selected.

15.0.11 (04-Mar-2024)

Fix for downloading blank lines when Show all Budgetable tasks option selected.

15.0.10 (26-Feb-2024)

Fix for Budget Actuals not downloading in Project Functional currency.

15.0.09 (12-Feb-2024)

Fixed error message column not clearing prior to upload/validation.

15.0.08 (13-Feb-2024)

Reordered Template sheets to accommodate new Award Budgets Template.

15.0.07 (12-Feb-2024)

Fix for incorrect message when loading Award Project form.

15.0.06 (12-Feb-2024)

Fix for incorrect message when loading Award Project form.

15.0.05 (09-Feb-2024)

Fix for error showing when loading Projects form and no Project Number already exists on the row.

15.0.04 (04-Dec-2023)

Fixed an issue where an End to End Trace might not return the SQL statement's execution plan.

15.0.03 (08-Nov-2023)

Reinstated public macros to start upload processes.

15.0.02 (03-Oct-2023)

Added new digital signature.

15.0.01 (06-Dec-2022)

Fix for Edit Budget mode not working properly for Date Range phased Budgets.

15.0.00 (10-Nov-2022)

Added support for Award Budgets.

14.1.93 (20-Jun-2023)

Fix for Forecast not downloading when Task level setup but values are at Project level.

14.1.92 (18-May-2023)

Internal update.

14.1.91 (04-Apr-2023)

Internal update.

14.1.90 (20-Mar-2023)

Fixed an issue that caused large uploads to unexpectedly fail with error "438(Object doesn't support)".
Removed unsecure document links.
Fixed the issue where enabling end to end trace did not generate the trace.

14.1.89 (17-Feb-2023)

Fix for session not set when there is no default operating unit.

14.1.88 (07-Feb-2023)

Handle login error caused by current PA Reporting Period not setup.

14.1.87 (03-Feb-2023)

Internal bug fix.

14.1.86 (27-Jan-2023)

Fix for column type error in certain download options.
Actuals data source options were incorrectly disabled.

14.1.85 (06-Dec-2022)

Fix for Edit Budget mode not working properly for Date Range phased Budgets.

14.1.84 (01-Nov-2022)

Internal updates.

14.1.83 (26-Nov-2022)

Removed 'Raw Cost or Burdened Cost' option from Budget Cost Value options LOV on Download form.
Fix for Burdened Cost values being incorrect when downloading both Raw Cost and Burdened Cost values.

14.1.82 (25-Oct-2022)

Fix for too many zeros downloading after 14.1.79
Fix for SQL error when summarising download after 14.1.79

14.1.81 (19-Sep-2022)

Internal update.

14.1.80 (19-Sep-2022)

Internal update.

14.1.79 (29-Aug-2022)

Allow upload of Zero values as API now accepts them.

14.1.78 (03-Jun-2022)

Internal update.

14.1.77 (03-Jun-2022)

Tooltips and spelling error fixed.

14.1.76 (17-Mar-2022)

Fixed the 'Get Plan Settings' button on Project form which was not working property.

14.1.75 (28-Apr-2022)

Internal update.

14.1.74 (20-Apr-2022)

Internal update.

14.1.73 (17-Mar-2022)

Remove AMG function security menu check.

14.1.72 (22-Feb-2022)

Custom Query update with SQL Injection fixes.

14.1.71 (03-Dec-2021)

Internal update.

14.1.70 (12-Oct-2021)

Warning for missing AMG functions menu was not operating correctly.

14.1.69 (06-Oct-2021)

Fix for wrong security override profile option checked when uploading Budgets.

14.1.68 (24-Sep-2021)

Added support DFF module for two additional form fields.

14.1.67 (23-Sep-2021)

Fix for Revenue Budget incorrectly returning 'There are no Budget Lines to upload' message.

14.1.66 (14-Jul-2021)

Internal update.

14.1.65 (14-Jun-2021)

Internal update.

14.1.64 (03-May-2021)

Updated security.

14.1.63 (28-Apr-2021)

Internal update.

14.1.62 (20-Apr-2021)

Fix for values in Project level Financial Plans not downloading.

14.1.61 (15-Mar-2021)

Fix for custom LOV for Tasks returning incorrected summarised Project level download.

14.1.60 (15-Mar-2021)

Updated security.

14.1.59 (03-Feb-2021)

Prevent Zero lines from being uploaded since Oracle ignores them anyway. Fix for potentional performance issue because of use of Application.ScreenUpdating.

14.1.58 (25-Jan-2021)

Changes made to the Setup page.

14.1.57 (02-Dec-2020)

Updated security.

14.1.56 (02-Nov-2020)

Updated security.

14.1.55 (05-Oct-2020)

Updated security.

14.1.54 (03-Aug-2020)

Updated security.

14.1.53 (14-Jul-2020)

Added new feature to Download form - Include Projects/Tasks where no Budget/Plan exists.

14.1.52 (18-Jun-2020)

Further fix to 'Edit Upload Options' form.

14.1.51 (10-Jun-2020)

Updated security.

14.1.50 (08-Jun-2020)

Split 'Edit Upload Options' form into separate pages for Budgets and Plans.

14.1.49 (12-May-2020)

Updated security.

14.1.48 (30-Mar-2020)

Bug fix for PL/SQL error when using 'Create New Current Version and Delete old one' option.

14.1.47 (09-Mar-2020)

Updated security.

14.1.46 (09-Mar-2020)

Fixed - Get Default Plan Settings button not working if Download is not triggered.

14.1.45 (02-Feb-2020)

Rebranding of Logo and Colours.

14.1.44 (28-Jan-2020)

Internal updates.

14.1.43 (21-Jan-2020)

Fix for various bugs introduced while removing Workplan mode. Fix for missing text delimiter in Unlock_Draft_Version causing invalid PL/SQL.

14.1.42 (07-Jan-2020)

Added Cap/Bill Flag criteria for Task selection on the Download form. Enable Task criteria and Custom LOV filter to operate when downloading summary Budget/Actuals.

14.1.41 (16-Dec-2019)

Major update for Core and Custom Query. Firewall compliant encoding added.

14.1.40 (06-Dec-2019)

Internal updates.

14.1.39 (18-Nov-2019)

Message for first three upload options that says Create New should be'xx Lines uploaded using Create option'.

14.1.38 (30-Oct-2019)

Added Change Log sheet.

14.1.37 (16-Oct-2019)

Customer update.

14.1.36 (10-Oct-2019)

Download form 'Clear' button not clearing in Project filter search fields.

14.1.35 (04-Oct-2019)

Period header font colour should be white.

14.1.34 (03-Oct-2019)

Fix for downloader adding blank lines when selecting Incl Zero Lines on download form.
Fix for zero values not appearing in Period columns when selecting Incl Zero Lines on download form.

14.1.33 (27-Sep-2019)

Forecast issue where on update, the Wizard updates not just the version selected but all versions.

14.1.32 (04-Sep-2019)

Updated security.

14.1.31 (01-Jul-2019)

Budget Lines dates added in download.

14.1.30 (01-Jul-2019)

Updated security.

14.1.29 (01-Jul-2019)

Internal Updates.

14.1.28 (12-Jun-2019)

Because there is no "Validate Only" mode in this Wizard, columns will be coloured the "Uploaded" colour during upload, even if the upload does not occur due to an error.

14.1.27 (10-Jun-2019)

Remove default row from Wizard.

14.1.26 (04-Jun-2019)

Fixes for new colour scheme.

14.1.25 (28-May-2019)

Added new sheet colour scheme to the Wizard.

14.1.24 (20-May-2019)

Fix for downloader not completing Period sequence when multiple versions are downloaded in certain scenarios.
Fix for not deleting temporary plan version (generated for Actuals) when multiple plan versions are downloaded.

14.1.23 (06-May-2019)

Added identifier to job extending planning date ranges so we can see if a call fails during the 1st or 2nd pass.
Fix for message - You cannot change the start date to a date that succeeds the existing date or falls in the range of periods for which actual amounts exist.

14.1.22 (19-Apr-2019)

Added Task and Resource details to error message for Planning Date Range extension to better indicate the row being rejected.

14.1.21 (16-Apr-2019)

Task DFF's are getting wiped out on upload.

14.1.20 (05-Mar-2019)

Fixed Setup page giving error message on double clicking a cell.

14.1.19 (04-Mar-2019)

Updated security.

14.1.18 (28-Feb-2019)

Updated security.

14.1.17 (25-Feb-2019)

Fixed Setup page link colours and added Sheet1.

14.1.16 (01-Feb-2019)

Integrity check for consistency of Quantity across periods removed for the Replace modes on Financial Plans.
Increase size of internal Resource List cache from 10,000 to 30,000 records.
Fix for incorrect 'Resource is Disabled' message - only affected resource lists greater than 10,000 records in size.

14.1.15 (01-Feb-2019)

Fix for unexpected results using "Both" Actuals and ETC/Budget option on download form.
Fix for 'Ignore Actuals Periods' checkbox not enabled for Budget Types and not enabled for 'All Plan Types' and 'Selected Plan Types' options.
When disabling "Budget/Plan Version" LOV (via 'Ignore Baseline Status' checkbox), change field colour to grey.
Plan header form - change "Cost" to "Cost and Revenue" when 'Cost and Revenue Together" plan setup option selected.
Sort downloads of multiple draft/baselined versions by version number.

14.1.14 (31-Jan-2019)

Removed "Wizard Mode" option.

14.1.13 (17-Jan-2019)

Fix for error when unlocking draft plan version when using Replace Current Version option.

14.1.12 (17-Jan-2019)

Fix for Refresh function after using Concurrent mode starting from row 11, not row 10.

14.1.11 (17-Jan-2019)

Fix for unexpected results when downloading Forecasts when Download form first used.

14.1.10 (20-Dec-2018)

Moved 'Debug Upload' option from 'Budget Wizard' tab to 'Budget Wizard - Setup' tab on the ribbon toolbar.

14.1.09 (01-Dec-2018)

Fix for out of process memory error when loading larger budgets.
Fix for error when attempting to open DFF forms via the ribbon toolbar menu.
Message added to clarify toolbar setting requirement when downloading Workplans.

14.1.08 (19-Nov-2018)

Removed issue with Edit mode where Oracle generated Forecast contains Project level values and the Planning options are set at Task level.
Added better error message when mode switched to Replace during upload and there is no ‘Version Name' value for the new Plan version.
Fix for 'Type Mismatch' error when editing 'Cost and Revenue Together' plan versions.
Fix for error occurring when clicking Resources button on form when there is no Resource List in use.
Fix for field position problem on Line Details form when using new Column layout option.
Fix for error when editing Budgets/Plans with no Resource List.
Fix for unexpected behaviour when Resource List is no longer active when in Edit mode.

14.1.07 (15-Oct-2018)

Fix for non-resource workplans. Prevent validation and upload of non-existent Resource List Member ID.
Message added to indicate Budget Wizard can only load Workplan information if a Resource List is assigned in the Planning Options.

14.1.06 (15-Oct-2018)

Added 'All Draft Versions' and 'All Baselined Versions' options to Download form.
Fix for not downloading both PA and GL phased budgets/plans when summarising Periods.
Fix for sometimes cascading Lines when summarising, and Line Description, Line Change Reason, or DFFs are used.
- Solution is to NOT download any of these values when the user has elected to summarise any of the dimensions of the Budget or Plan

14.1.05 (08-Oct-2018)

Added functional security controls over uploading and downloading Budgets as this appears to be missing from the API.
Added profile options to disable the new functional security controls as follows:
- More4Apps: BW Disable functional security preventing uploads
- More4Apps: BW Disable functional security preventing downloads

14.1.04 (01-Oct-2018)

Bug fix for uploading Lines with DFF values.

14.1.03 (25-Sep-2018)

Bug fixes to download and resource list validation for Workplans where Workplan versioning enabled.

14.1.02 (20-Sep-2018)

Bug fix for new column layout. Correction to requiring 'Amount' column for GL/PA time phased budgets.

14.1.01 (01-Aug-2018)

Added a new dropdown of Layout Options on the menu ribbon.
Added new Logging button and Help buttons.

14.1.00 (20-Jul-2018)

New columns: Raw Cost, Burdened Cost, Revenue, Quantity.

14.0.02 (04-May-2018)

Set of books for Operating Unit now supports massive number.

14.0.01 (03-May-2018)

Internal update.

14.0.00 (05-Mar-2018)

New Workplan mode released. Tool can now load Quantity, Raw Cost, and Burdened Cost values into the Draft Workplan by Task, Resource, and Period.
'Version Name' column was required when editing a Financial Plan. This is incorrect. The column should be optional.
Prevent Project form erroring if loaded when there is no Project number on the sheet.
The tool was not extending the planning date range where the existing end date preceded the 1st ETC period.

13.1.19 (19-Feb-2018)

Change cell colour to Green to match new standard for Validated status.

13.1.18 (14-Feb-2018)

Updated Downloader Modules.

13.1.17 (01-Feb-2018)

Added support for Line level Change Reason in Financial Plans.
Fix for error when loading Project or Details form.

13.1.16 (17-Jan-2018)

Update to Custom Functions functionality to incorporate True/False returns from custom functions.

13.1.15 (17-Jan-2018)

Bug fix. Tool was not detecting changes to Budget Lines when only quantity value was changed.

13.1.14 (12-Jan-2018)

Added two profile options to allow control of the new 'Wizard mode' toolbar option. Names are;
'More4Apps: BW Disable Workplan editing functionality'
'More4Apps: BW Disable Budgets & Financial Plans upload functionality'

13.1.13 (06-Jan-2018)

Fix for errors when editing forecasts. Error message is 'You cannot change the start date to a date that succeeds the existing start date or falls in the range of periods for which actual amounts exist'.

13.1.12 (21-Dec-2017)

Fix for tool not unlocking plan draft version prior to extending planning range dates.

13.1.11 (14-Dec-2017)

Fixed the issue where getting cannot find add-on file error message when opening the workbook with add-on enabled to excel.

13.1.10 (05-Dec-2017)

Updated Downloader Modules.

13.1.09 (05-Dec-2017)

Fix for tool ignoring user option to call or not call the Oracle Budget Calculation Extension.

13.1.08 (16-Nov-2017)

Modified core to allow it to accept the fndEncodeSQL module firewall solution when necessary.

13.1.07 (20-Oct-2017)

Fix for Deleted Lines counter incorrectly resetting to zero between budgets in a multi-budget upload.

13.1.06 (28-Sep-2017)

Changed ribbon description on the Upload All button. Now reads 'Upload all Budgets in the current worksheet'.

13.1.05 (28-Sep-2017)

Changed ribbon description on the Upload Selected button. Now reads 'Upload selected budget(s)'.

13.1.04 (21-Sep-2017)

Fix for Periods form not showing all available periods when setup option is to use GL Periods as PA Periods.

13.1.03 (12-Sep-2017)

Changed name of field on Download form from "Use to limit Version Status" to "Ignore Baseline Status".
Fix for bug when selecting the 'Ignore Baseline Status' checkbox on the Download form. Prior value was not remembered when loading form.

13.1.02 (27-Jun-2017)

Updated Downloader Modules.

13.1.01 (24-Apr-2017)

Added in the Wizard Mode dropdown on the ribbon and right click menu.
Fixed error where the Setup Visibility in the Setup Ribbon tab was not functioning as expected.
Added new Workplan mode. Budget Wizard can now load Quantity, Raw Cost, and Burdened Cost values into the Draft Workplan by Task, Resource, and Period.
Fix for Refresh function not working as expected for upload jobs run on the concurrent manager.

13.1.00 (29-Mar-2017)

Login security update.

13.0.16 (03-Mar-2017)

Fixed bug where the End to End trace functionality was not generating a trace file.

13.0.15 (27-Feb-2017)

Fix for API rejection when updating Planning Period Range when existing start date is prior to 1st ETC period.

13.0.14 (20-Feb-2017)

Bug fix for error when adding a new Period value within an existing planning date range when editing a Plan version.

13.0.13 (07-Feb-2017)

Updated Downloader Modules.

13.0.12 (02-Feb-2017)

New constraint added. By default, 'Replace' mode is not allowed to operate on Forecast Plan Types.
Added profile option "More4Apps: BW Allow Replace mode on Forecast Plan Types" to override new constraint.
Added new Debug sheets when using Edit mode for planning date range data provided 'Debug' sheet exists.

13.0.11.7 (07-Mar-2017)

Fixed issue where users are being logged in with the wrong language.
Further Information: In EBS 12.2 a framework patch has stopped us from being able to select a language in the browser login page.
To work around this problem the language for the user is now being set from user's EBS preferences irrespective of what is chosen on the Browser Login page.

13.0.11 (13-Jan-2017)

Fix for Download form bug when using non-English languages.

13.0.10 (30-Nov-2016)

Made the login/logout button change depending on if the user is logged in or not.
Moved the Debug Upload option to the main ribbon tab.

13.0.09 (10-Nov-2016)

'More4Apps: BW Use Display Sequence for Tasks' Profile option added to allow sorting by HTML form display sequence. Also affects Get Tasks button on Project form.

13.0.08 (07-Nov-2016)

Fix for invalid Plan Type showing up in Plan Types LOV in 11.5.10

13.0.07 (21-Oct-2016)

Fix for new bug when Editing Budgets due to changes in 13.0.01

13.0.06 (18-Oct-2016)

Fixed unique index violation message when using Generation option for downloading Actuals and generation fails.

13.0.05 (29-Aug-2016)

Updated Downloader Modules to fix Type Mismatch Error.

13.0.04 (26-Aug-2016)

Updated Downloader Modules.

13.0.03 (11-Aug-2016)

New defaulting rules for Amount Type on Line Details form if default profile options NOT set:
- Tool will NOT offer any default value the first time the form is loaded.
- Tool will remember the last used setting (in the login session) and default to that value.

13.0.02 (04-Aug-2016)

Change to forms to set the ‘Ok’ button as the default.
Fix for ORA-06512: PA_FIN_PLAN_UTILS error message seen when user incorrectly tries to change the Plan Setup when existing Plan setup is 'Cost and Revenue Separately'.

13.0.01 (02-Aug-2016)

Added profile option 'More4Apps: BW Regenerate Actuals when downloading Forecasts'. This allows users to treat Forecasts as Budgets during download, and therefore allow the tool to re-generate Actuals to the selected Period.
Two new Edit options added:
- Edit Indicated Version (using Version Number)
- Edit Indicated Version and make Current
If these options are used, new column 'Version Number' is mandatory.
Column 'Version Number' and optional column 'Version ID' are populated while downloading.

13.0.00 (26-Jul-2016)

Change profile option 'More4Apps: BW Unlock Draft Plan Version' to 'More4Apps: BW Unlock Draft Plan Version after upload'.
Added profile option 'More4Apps: BW Unlock Draft Plan Version before upload' which must be set before version is unlocked before replacing/editing.
Now only add/delete line wrapper procedures are in use, plus get_messages and memory table.
Improvements made to Upload Options form to make settings for Creating and Editing Budgets/Plans clearer.

12.3.73 (05-Jul-2016)

Prevent use_for_workplan_flag enabled Plan Types from appearing in the Plan Types LOV.
When downloading Forecasts, set ETC/Budget Options frame and currency labels to 'Forecast' to show the options are applicable across both Actuals and ETC values.
Fix for incorrect rejection when using 'Cost and Revenue Separately' Plan Settings.
Cosmetic improvement to 'Upload Options' form.

12.3.72 (13-Jun-2016)

Removed all calls to set_global_info as this reset the NLS settings, overriding session settings done by the infrastructure.

12.3.71 (26-May-2016)

Fix for error when uploading Line level DFF attributes.

12.3.70 (17-May-2016)

Currency LOV added for ETC values. User can select from Transaction, Project, and Project Functional currencies.

12.3.69 (05-May-2016)

Fix for download error when GL Periods used as PA Periods.

12.3.68 (11-Apr-2016)

Fix for parameter missing in call to Add Funding API.
Fix for Download form heading not changing after LOV selection change from Budget Types to Plan Types.

12.3.67 (04-Apr-2016)

Wizard was not checking the existence of an existing 'Approved' Plan Type on the project before adding a new one.

12.3.66 (24-Feb-2016)

Prevent upload of non-time-phased budgets where the completion date on the project is blank.

12.3.65 (27-Jan-2016)

Re-order section moving current flag from old to new draft plan version.

12.3.64 (10-Nov-2015)

Change to Actuals generation to use public.

12.3.63 (23-Oct-2015)

Change to Actuals generation to use alternative parameters to avoid generation errors.

12.3.62 (23-Sep-2015)

Added profile option 'More4Apps: BW Unlock Draft Plan Version' to unlock the draft version after upload
Fix for Application error in certain circumstances when Resource List Member column deleted

12.3.61 (18-Aug-2015)

Fix problem selecting Task in Download form criteria when only 1 task queried

12.3.60 (12-Jun-2015)

Fix to 12.3.59 Upload was reporting an error with no message and stopping

12.3.59 (23-Jun-2015)

Add call to unlock draft plan version prior to updating it

12.3.58 (03-Jun-2015)

Fix for failure to update Plan Header when there are no ETC values at all to process

12.3.57 (08-May-2015)

Prevent migrated Budget Types appearing in Budget Header form as they will be rejected by the API
Prevent "Nothing in Array" message appearing when Editing Forecasts and there are no ETC period values to process

12.3.55 (26-Mar-2015)

Allow disabled Resources to pass validation if they are on rows that contain no values for upload

12.3.54 (23-Mar-2015)

Change to API parameters for procedure Download_Budget_NoForm when calling Budget Wizard's download from an external program
Fix for Tasks appearing twice in download when Top Task level used in Budget and all Budgetable Tasks checkbox checked
Added profile option 'More4Apps: BW Enforce Ignore Actuals Periods to Yes' to allow Actuals periods in forecasts to be excluded from downloads
Fix for enhancement in 12.3.51 for using new 'Service Type' download criteria

12.3.53 (11-Mar-2015)

Suppress error for customer
Allow much larger upload block size for R12 but only if not using the Concurrent Request option

12.3.52 (11-Mar-2015)

White screen fix for Excel 2013 added

12.3.51 (07-Mar-2015)

Widened Line Details and Resources forms to accommodate long Resource Names
Added 'Enabled Flag' to search criteria for Resource List Members
Added 'Service Type' criteria to filter Tasks during download

12.3.50 (19-Feb-2015)

Added option to allow the draft version header to be updated even when there are no changes to Lines

12.3.49 (25-Nov-2014)

Added Profile Option 'More4Apps: BW Disable Task Date validation for Budgets'

12.3.48 (17-Nov-2014)

Prevent use of the 'None' Resource List for Budget Types
Resource Grp column was being incorrectly disabled for Budget Types using Grouped Resource Lists

12.3.47 (14-Nov-2014)

Enable users to switch focus to another workbook or worksheet without interrupting the Wizard's upload or download functions

12.3.46 (14-Oct-2014)

When an Amount Type is missing from the upload, i.e Burdened Cost, do not compare with existing values for editing purposes
Load zero values, but not nulls to the API parameters when in Edit modes

12.3.45 (07-Oct-2014)

Fix for Last Actuals label appearing in the wrong column when 'Ensure no gaps' option for Periods selected
Fix for rejection due to the tool's attempt to reset the Planning Date Range to AFTER Periods containing Actuals in Forecasts
New option in download form relevant for Forecasts only, to exclude Actuals periods from the download

12.3.44 (01-Oct-2014)

Failure to Initialisation error status was preventing DFF Version Header form from loading

12.3.43 (16-Sep-2014)

Added override facility for table/view used for Key Member search

12.3.42 (05-Sep-2014)

Fix for Sort order being reversed when starting download at row 10

12.3.41 (04-Sep-2014)

Fix for 'Quantity' Amount Type being rejected on upload ('QUANTITY' <> 'Quantity' problem)

12.3.40 (13-Aug-2014)

Moved Ribbon/Menu controls for case
Created 'Concurrent' Group for case

12.3.39 (18-Jul-2014)

Replaced radio buttons for Version on download form with LOV to accommodate new option "Latest Draft"

12.3.38 (18-Jul-2014)

Added 3 new Profile Options to default the Amount Type field on the Details form:
- More4Apps: BW Default Amount Type - Cost Budgets
- More4Apps: BW Default Amount Type - Revenue Budgets
- More4Apps: BW Default Amount Type - Combined Budgets
Leaving these blank will cause the default to be Raw Cost for Cost and Combined Budgets and Revenue for Revenue Budgets
Made the Amount Type column and LOV language sensitive

12.3.37 (30-Jun-2014)

Added validation for Plans to ensure Quantity is populated consistently across periods. Oracle API rejection message does not adequately identify rejected lines

12.3.36 (27-Jun-2014)

Fix for intermittent rejections when uploading multiple budgets/plans caused by an initialization problem

12.3.35 (26-Jun-2014)

End-to-End trace option was not working from Ribbon menu
Fix for Concurrent Manager option not working on 10g database

12.3.34 (23-Jun-2014)

Added Resource Alias, Class, Context, and 30 Attributes to Alternative download criteria for Budget/Plan Lines

12.3.33 (20-Jun-2014)

Fixed problem on Plan Heading form preventing Change Reason LOV from displaying

12.3.32 (19-Jun-2014)

Enabled Resource criteria on download form to work for Financial Plans

12.3.31 (17-Jun-2014)

Fix for significant performance problem when downloading data

12.3.30 (30-May-2014)

In Edit mode, disabled Amount Types were still available and they should be excluded
When editing Forecasts, excluded Actuals periods from the upload. Disabled earlier mod affecting values for periods containing 'init' values

12.3.29 (29-May-2014)

Fix for Edit modes not working properly for Plan Preference = 'Cost and Revenue Separately'

12.3.28 (28-May-2014)

Fix for SQL error validating Resource List Member
Added profile option 'More4Apps: BW Duplicate Lines Preference'. This allows the administrator to set the preference for action when Duplicate Lines occur

12.3.27 (21-May-2014)

Fix for "No defaults" message appearing when using "Edit" upload options

12.3.26 (12-Mar-2014)

Quantity Amount Type was not appearing on Line Details form for 'Cost and Revenue Together' Planning options

12.3.25 (18-Feb-2014)

Stop 'Raw Cost' appearing in downloaded Task or Resource Assignment lines with no values
Zero Line Enhancement in 12.3.24 reversed as odd Resource Assignment Lines are appearing in the download that do not appear in the Oracle form

12.3.24 (11-Feb-2014)

Suppress Totals row after each Budget or Plan when there is more than 1 Amount Type downloaded
Bug fix for incorrect error message about missing Task or Resource columns in certain circumstances
Allow Resource Assignments to be downloaded when there are no Plan Lines

12.3.23 (30-Jan-2014)

Exclude End-dated Project Statuses from appearing in the LOV on the download form

12.3.22 (29-Jan-2014)

Resources belonging to Disabled Resource classes were still appearing in the LOV

12.3.21 (24-Jan-2014)

Widened Plan value description column in Versions LOV. Use Version Name to indicate version selected once LOV closed
When there is only one Template sheet available, select this automatically and skip loading the Template selection form

12.3.20 (22-Jan-2014)

Binary search is not reliable when data includes non-ASCII characters. Added Top-to-Bottom search as backup in case binary search fails
Workaround put in for failure of large budget loads on R12

12.3.19 (21-Jan-2014)

Removed 'Hide Header & Status Columns' from ribbon

12.3.18 (21-Jan-2014)

Fix for Last Actuals Period label only reflecting last Actuals period containing data, not the selected period name on the Download form
Use full Periods LOVs for Last Actuals periods as Reporting Period setup is not relevant for Financial Plans

12.3.17 (18-Jan-2014)

Fix for error downloading Actuals for Budget Types

12.3.16 (09-Jan-2014)

Budgets or Plans loaded via the concurrent manager option were not successful
Fix for error when closing Details form and no Resource selected
Correct incorrect counter values for Employees and Budget/Plan versions in download form
Stop Currency value being written into Quantity rows
Exclude Disabled Resource Classes from Resources LOV

12.3.15 (17-Dec-2013)

Disable selection of Actuals /ETC when downloading Oracle generated Forecasts, as the selection is not relevant
Added Version Type to LOV for available versions to download

12.3.14 (26-Nov-2013)

Allow upload of Top Task level Plan versions with Project level lines

12.3.13 (21-Nov-2013)

Fix to prevent Plan in Multiple Currencies option being turned on when only one currency is being loaded
Prevent Planning in Multiple Currencies when Plan Settings value is No and Profile Option 'More4Apps: BW Enforce existing Plan Settings' is Yes
Drop use of spl (Plan Lines) wrapper to help debugging (Yet to do for Budgets)

12.3.12 (18-Nov-2013)

Add call to clear Raw Cost Rate, Burden Cost Rate, and Revenue Rate flags from Plan Settings as API incorrectly turns these on
This is only done when the Planning Options are restricted by Profile Option 'More4Apps: BW Enforce existing Plan Settings'
Fix for failure to validate resource list member bug introduced in 12.3.10

12.3.11 (14-Nov-2013)

Fix for bug in 'Original' column introduced in 12.3.03

12.3.10 (22-Oct-2013)

Changes to Resource List/Resource List Member validation and LOVs
Added Profile Option 'More4Apps: BW Enforce existing Plan Settings' to allow the site to enforce consistency with existing settings
Fixed Duplicate message indicating incorrect row in certain circumstances
New option for downloading Budget/Plan amounts. You can now exclude Cost and Revenue values, allowing you to just retrieve the Quantity
New option to select a particular Budget or Plan version when downloading

12.3.09.3 (17-Nov-2014)

Fix for handling long columns in EBS 12.1

12.3.09 (14-Oct-2013)

Made the Trace Options button on the Download form invisible

12.3.08 (01-Oct-2013)

In Details form, allow Task Number to be blank when using Plan Types and WBS level is Bottom Task
Fix for SQL error when downloading Budgets
Backspacing over Task Number was not clearing the field

12.3.07 (18-Sep-2013)

Fix for Menu/Toolbar visibility issue

12.3.06 (18-Sep-2013)

Use User Id rather than 1 for created_by and last_updated_by columns when creating BUDGETWIZARD Product Source

12.3.05 (05-Sep-2013)

Fix for 11.5.9, columns’actual_amts_thru_period’ and ‘etc_start_date’ not available

12.3.04 (15-Aug-2013)

Fix for error when downloading Actuals and ‘All Plan Types’ option selected on download form

12.3.03 (21-May-2013)

Changed Yes/No LOV for Original Flag.   It is now language sensitive
Moved ‘Version Type’ column to Budget Header section, added to Plan heading form, and made the value language sensitive

12.3.02 (16-May-2013)

Fix for part of Edit functionality still running after mode switched automatically to Replace from Edit modes

12.3.01 (09-May-2013)

Changed ‘Continue’ labels on form buttons to ‘Ok’ for consistency reasons
Updated common modules to version 204

12.3.00 (15-Apr-2013)

Major new feature – you can now submit your Budget/Plan uploads onto the Concurrent manager
New profile option ‘More4Apps: BW Upload Mode Allowed’ added to provide control over the use of the Concurrent and Direct upload options
Time-out solution added to handle web server timeouts for uploads taking longer than 5 minutes. May require infrastructure upgrade

12.2.06 (05-Apr-2013)

Minor change – noticed some custom profile options were not cached in login multicall

12.2.05 (28-Mar-2013)

Profile option added to allow site to limit usage to responsibilities attached to the Projects Application

12.2.04 (15-Mar-2013)

Added feature to handle timeouts resulting from large budget uploads

12.2.03 (26-Feb-2013)

Fixed up toolbar error in Excel 2003. Function ‘SetBaselineOption’ was referencing the incorrect toolbar name, was looking at the setup toolbar instead of the PN toolbar

12.2.02 (20-Feb-2013)

Allow loading of Project level Plan lines when Lowest Task is selected in the Plan settings

12.2.01 (12-Jan-2013)

Fix for incorrect display of Parent Resource Budgeting option on Control Settings form
Changed the download option on the toolbar – no point in having an extra click for only one option

12.2.00 (14-Nov-2012)

Ribbons implemented

12.1.36 (05-Nov-2012)

Fix for non-ascii character problem

12.1.35 (30-Oct-2012)

Fix for the message counter in validate mode only showing the number of lines validated on the last budget
In Financial Plans Oracle allows you to plan at all levels in the WBS when plan setting is Lowest Task. Removed validation constraints to allow this

12.1.34 (07-Sep-2012)

Fix for “No gaps in Periods” checkbox on download form duplicating columns already there prior to the download but not in the downloaded data
Stopped upload from ignoring zero lines. This was preventing the clearing of lines using Edit modes

12.1.33 (05-Sep-2012)

Fix for SQL bug in download affecting some Actuals

12.1.32 (31-Jul-2012)

Fix for error when caching Resource Lists

12.1.31 (30-Jul-2012)

Version Type column added to accommodate loading Plans with the ‘Cost and Revenue Separately’ Plan Setup

12.1.30 (20-Jul-2012)

Moved call to execute_calculate_amounts to after execute_create_draft_budget call
Hard set calc burdened cost flag to Yes in call to Budget Calculation extension

12.1.29 (03-Jul-2012)

Fix Resource search on Details form not including the Resource Class criteria
Added back Date Range check for Project Billing

12.1.28 (05-Apr-2012)

Fix AMG Product Source installation to accommodate all installed languages

12.1.27 (20-Mar-2012)

Check Display_Quantity then Quantity for value when downloading in case new column available but not populated

12.1.26 (03-Feb-2012)

Mod to Edit Forecast functionality to prevent it unnecessarily updating existing ETC lines

12.1.25 (15-Dec-2011)

Fix for Planning Start date change error if attempt to set it before ETC start date

12.1.24 (02-Dec-2011)

Fix for appearance problem when downloading a Plan and All Budgetable Tasks option used

12.1.23 (21-Nov-2011)

Fixed a bug in the downloader form which was preventing the Classification LOVs from working correctly

12.1.22 (09-Nov-2011)

Prevent upload in Edit mode from calling the API when there are no changes to be made to the Budget or Financial Plan

12.1.21 (03-Nov-2011)

Prevent Download form displaying when running ‘Download_Budgets’ API from external program

12.1.20 (02-Nov-2011)

Fix for error in form when searching for Resources on Non-Grouped Resource list for Budget Types

12.1.19 (26-Oct-2011)

Fix for some Plan values not downloading when VALUE column = 0 and TXN_VALUE column <> 0
Fix for incorrect last actuals period start date retrieved when editing Financial Plan Forecasts
Fix for missing some Planning Date Range edits due to sorting problem
When updating existing Plan lines – pass nulls rather than skip parameters for blank columns.  Skip only when column missing

12.1.18 (20-Oct-2011)

Order of Resources in Details and Resource search form changed from standard display sequence to alphabetical to assist form users

12.1.17 (14-Oct-2011)

New option to complete Periods in download range to prevent gaps in the range

12.1.16 (13-Oct-2011)

Prevent Edit mode from altering Date ranges for lines not included in upload
Fix for & character not properly encoded causing incorrect error handling

12.1.15 (11-Oct-2011)

Fix for Task DFF update function not handling duplicated Task details

12.1.14 (07-Oct-2011)

Download was not using Tasks LOV override when no task criteria used
Edit Period function changed to use Period Start Date rather than the Budget Line start date which can be incorrect

12.1.13 (21-Sep-2011)

Prevent Planning Date range change of End Date to prior to end of Last Actuals Period when editing Forecasts
Fix for failure to use Date Range code when editing non-Task phased plans
Repeat Date Range updates after calling Update Budget API when editing Financial Plans because the API corrupts the existing date ranges

12.1.12 (16-Sep-2011)

Prevent Planning Date range change of Start Date when editing Forecasts

12.1.11 (14-Sep-2011)

Change to check for Planning Date range to accommodate use of Delete Line API

12.1.10 (12-Sep-2011)

Change back to using Delete_Budget_Line API when deleting lines in Edit mode as you cannot load zero lines under any circumstances
Fix for trailing space left in definition of ‘More4Apps: BW Prevent Baseline listed Plan Types’ profile option

12.1.09 (02-Sep-2011)

Fixed bug left in Edit mode for Budget Types from recent changes to Editing Plans

12.1.08 (30-Aug-2011)

Fix to allowable date check not correct when loading Date range phased Budgets
Minor cosmetic fix to Details form

12.1.07 (23-Aug-2011)

For Forecasts, Actuals and Last Actuals Period labels are retrieved from the Plan version
Fixed Yes/No LOV not working in profile option ‘More4Apps: BW Prevent Draft Only

12.1.06 (21-Aug-2011)

Fix for non-Task data in Forecasts being downloaded after Task data in certain scenarios

12.1.05 (19-Aug-2011)

Fix for parameter error in loading Plan Lines when replacing, not editing a Financial Plan

12.1.04 (17-Aug-2011)

Fix for bind variable error just introduced in 12.1.01 when using Budget Types

12.1.03 (05-Aug-2011)

Added new profile option to preventing baseline of listed Plan Types, ‘More4Apps: BW Prevent Baseline listed Plan Types

12.1.02 (05-Aug-2011)

Incorporate Date Range extend routine into Edit process for Financial Plans

12.1.01 (21-Jun-2011)

Handle zero Task ID returned for Project level Event Revenue in Task level forecasts when in Edit mode
Fix bug in Edit Mode SQL affecting older PA patch levels in R12
Added new Version ID column – Currently only populates on download
Fix double line spacing in download when “Include All Budgetable Tasks” option selected
For Financial Plans, you can budget at Top Task level even when Lowest Tasks is the financial planning option
Currency was not being passed to the APIs for Financial Plans in Edit mode
Added Plan Name parameter to Add/Delete API calls to workaround Oracle bug in 12.0 for financial plans
Added Date parameters to the Add/Delete API calls for financial plans
Add new API call to handle problem adding new Periods before the minimum date on the existing Plan line
Added workaround to Oracle bug in EXECUTE_UPDATE_BUDGET for Financial Plans

12.1.00 (15-Jun-2011)

Use newer APIs for Financial Plans providing package body 5.0.0 is installed

12.0.10 (03-Jun-2011)

Added profile option for Santos to control enabling their customizations

12.0.09 (25-May-2011)

Enabled Task DFF uploader for ABT Associates

12.0.08 (20-May-2011)

Fix for minor error when uploading non-resource list Financial Plans or Budgets

12.0.07 (06-May-2011)

Update for non-ascii character problem

12.0.06 (02-May-2011)

Budget downloads were doubling values when GL Periods are copied from GL Periods

12.0.05 (18-Apr-2011)

Improved technique for copying hidden Template sheets

12.0.04 (14-Apr-2011)

Removed TintAndShade property when setting Status as it is not available on older Excel versions
Fixed Subscript out of Range message in recent DFF module changes

12.0.03 (13-Apr-2011)

Fix for inability to download where Periods already exist on sheet and GL Periods are used for PA Periods. Bug was introduced in 11.9.07

12.0.02 (11-Apr-2011)

Fix for fault in large budget loader affecting old versions of the Infrastructure package dated 15th-Dec-2009 or before

12.0.01 (05-Apr-2011)

Fix for type mismatch on Download form caused by no records found in Classifications cache

12.0.00 (25-Mar-2011)

Can now download and upload Start and End dates on Financial Plan lines that are not Period phased. Requires Budget Wizard database package body version 4.1.2

11.9.07 (23-Mar-2011)

Accommodate new options for deriving PA and GL Current Reporting Periods in Project Performance setup

11.9.06 (20-Mar-2011)

Fixed two failures in download caused by invalid SQL, when a Task is selected in the LOV, and when downloading Budgets with the ‘Period’ summarization checkbox selected
Single Upload button picture changed for Excel 2010 due to unacceptable appearance in this version

11.9.05 (10-Mar-2011)

Updated to improve login performance and address R12 database caching problems with profile options
New ‘Data Source’ field on download form should not have been enabled for Budget only downloads
Performance improvement writing downloaded data in Excel 2007+
Fix for bug in download due to changes for Planning Resource handling
Downloaded DFFs where not correctly recognising date types and the colour coding was incorrect

11.9.04 (15-Feb-2011)

Bug fix for Version DFFs being validated when loading DFF form

11.9.03 (03-Feb-2011)

New option when downloading generated Actuals to select Plan Settings only rather than having to select a particular Plan Version

11.9.02 (03-Dec-2010)

Fix for Lines for non time-phased lines being overwritten when ‘Show all Budgetable Tasks’ option selected
New ‘Create sheet from Template’ functionality added allowing the user to create any number of named template sheets

11.9.01 (01-Dec-2010)

Fix for Invalid use of null message when Editing Financial Plans
Fix for Lines appearing ahead of Header when ‘Show all Budgetable Tasks’ option selected

11.9.00 (30-Nov-2010)

New download option to map Actuals to Resource List via forecast generation as PJI summary tables only map to the RBS

11.8.04 (12-Nov-2010)

Fix for ‘Cost and Revenue Separately’ type Financial Plan uploads receiving ‘PA_FIN_PLAN_UTILS’ error message

11.8.03 (10-Nov-2010)

Paste button added to Download form for Project List field to workaround carriage returns not working in windows paste function

11.8.02 (12-Oct-2010)

Fix for Actuals download broken in 11.8.00 for Budget Types

11.8.01 (12-Oct-2010)

Added client specific workaround for AMG bug. This AMG release is not correctly determining Period Start and End dates for Period phased Plans
Mod to Solid Energy customization to prompt for confirmation of Task DFF update
Updated DFF module to PW level. Changes to DFF download to better handle Date type segments

11.8.00 (07-Oct-2010)

Reorganise Download form
New option to download Cost or Revenue or make decision based on type of Budget/Plan Version.  This enables both Cost AND Revenue if Plan is setup this way
Financial Elements and some other high level Resources were not appearing in the LOVs

11.7.05 (06-Oct-2010)

Fix bug in Actuals Revenue download
Cosmetic fix – prevent Revenue Resource List Name from being downloaded for ‘Cost and Revenue Together’ Plan Type setup
Fix in download for Header being pushed downwards when there are DFF values

11.7.04 (01-Oct-2010)

Fix for no quantity being downloaded from PJI summary tables

11.7.03 (15-Sep-2010)

For non-centrally controlled Resource Lists, only validate the Resources attached to the Project
Extended server side debugging calls

11.7.02 (14-Sep-2010)

Fix for PJI Actuals not downloading

11.7.01 (13-Sep-2010)

Fix for large budget uploads affecting R12

11.7.00 (10-Sep-2010)

Support added for non-centrally controlled planning resource lists
Remove Resource Group field/column usage for Planning Resource Lists as the Resource must be unique

11.6.16 (07-Sep-2010)

Stop clearing external references as it stops some functions working when in XLA mode
Prevent attempt to load large Budgets/Plans in older R12 servlet versions
Fix for LOV problem in R12 Organizations form

11.6.15 (20-Aug-2010)

Simplified post login query determining PA/GL period use

11.6.14 (14-Jul-2010)

Workaround added for conditional formatting bug in Excel 2007
Protection feature added. You can choose any password you like. Password must be stored using the Password form on the ‘BW Setup’ toolbar

11.6.13 (09-Jul-2010)

Values in Edit mode were not being compared correctly if PC language was not using English decimal format

11.6.12 (29-Jun-2010)

Downloaded Period phased budget values were not being formatted and colour coded correctly except for the first one on each new line

11.6.11 (25-Jun-2010)

Download was not working when ‘Include Budgetable Tasks’ option selected due to new optional Task columns

11.6.10 (24-Jun-2010)

Mod to download to accommodate Task level Plan versions that have been budgeted only at Project level. Unfortunately they cannot be re-uploaded

11.6.09 (21-Jun-2010)

New columns written by the Task download button on the Projects form, and bug fix for Task date columns when multiple Resources downloaded
Customisation added for (customer) to upload Task level DFFs

11.6.08 (15-Jun-2010)

Added 13 optional Task columns, being the DFF Context and Attributes, and Start and Completion Dates
Change to naming convention for all DFF columns

11.6.07 (31-May-2010)

New search condition added to filter download Budget and Actuals by Resource. Only enabled currently for Budget Types
Resolve ‘Invalid use of Null’ message when using Edit options with Budget Types

11.6.06 (25-May-2010)

Fix for bind parameter error

11.6.05 (20-May-2010)

Fix to Check_AMG_Security which was not allowing for custom Applications

11.6.04 (12-May-2010)

Worksheet protection now allows use of a specific password (apply to us)
Better messaging added for database package and servlet installation issues
Details form was writing over formulas in the Resource column

11.6.03 (08-May-2010)

Fix for minor bug in Budget Header form when Entry Method not selected

11.6.02 (06-May-2010)

Minor fix for VBA error when downloading Resources using Project form if ‘Resource’ column is missing
Fix for Protection problem in Excel 2000
Set_Global_Info rejection was not being ignored – is now ignored for all releases from PA.K as it doesn’t seem to matter

11.6.01 (26-Apr-2010)

Ignore duplicates in Project Number and Budget Header section

11.5.10 (17-Apr-2010)

Fix for non-ascii characters not uploading correctly in R12
Custom constraint for Network Rail was not correct for Lowest Level WBS planning
Rightclick menus now use common module
Rightclick menu and Toolbar improvements

11.5.09 (01-Apr-2010)

Workaround introduced for Oracle bug in non time-phased budgets was causing failure in upload

11.5.08 (09-Mar-2010)

Fix for bug in SQL when downloading Revenue

11.5.07 (11-Mar-2010)

Resource List Member validation was not using bind parameters – performance improvement
Fixes for use by external macros calling public function Upload_Selected_Budget
Fix for Last Actuals Period label appearing over wrong column in certain scenarios
Line Level Descriptive Flexfields 2-9 were not being loaded

11.5.06 (26-Feb-2010)

Fix to Download form since Classifications search change to enable Download button (frmDownload)
Fix to AMG bug workaround added in 11.4.02 causing ‘Type Mismatch’ message (appFromClsWizard.Get_Budget_Line)

11.5.05 (09-Feb-2010)

Search function added for Classifications on Download screen
Repeated Project number warning form was not respecting ‘Ignore’ checkbox settings
Cached single level Resource Lists were not sorted properly causing the database to be accessed inefficiently

11.5.04 (06-Feb-2010)

Completed R12 Org changes

11.5.03 (04-Feb-2010)

Return string from function Download_Budget_NoForm
Change in Get_One_Column to use aws. rather than ActiveSheet
Completed AG’s half done right-click menu mods

11.5.02 (26-Jan-2010)

ORG ID fix for R12 for MOAC Org

11.5.01 (07-Jan-2010)

Fixed right-click submenus which were not working in Excel 2007
Mod to Reinstall_ProfileOptions macro to allow run by non-named user

11.5.00 (29-Dec-2009)

New simpler connection method
Fix for duplicate Budget Types appearing in LOVs in 12.1.1

11.4.02 (24-Dec-2009)

Workaround added for AMG bug affecting non time-phased budgets

11.4.01 (11-Dec-2009)

Change to Project Performance download for RBS version

11.4.00 (18-Nov-2009)

Non-Named users are no longer allowed to operate any functions in the tool except the About form
Add new option to suppress new Budget/Plan warning message for the login session
Updated DFF modules to current standard

11.3.26 (10-Nov-2009)

Line Sort Order feature was not working

11.3.25 (19-Oct-2009)

Resources query button on Project form was returning non-budgetable resources in Planning Resource Lists
New Period columns were not being inserted at the correct location after the 1st download per session

11.3.24 (15-Oct-2009)

Some Actuals values from Project Performance download were being duplicated because of accidental inclusion of WBS and RBS Rollups

11.3.23 (13-Oct-2009)

Budget Type Code Context default was not working

11.3.22 (06-Aug-2009)

Fix for minor VBA bug in Budget header form when closing form with no Budget Type or Entry Method values select

11.3.21 (03-Aug-2009)

Fix for minor VBA bug in Details form

11.3.20 (28-Jul-2009)

Enhancements for Planning Resource Lists

11.3.19 (17-Jul-2009)

Added profile options ‘More4Apps: BW No Baseline’ and ‘More4Apps: BW Prevent Draft Only’ to control upload options at Site, Responsibility, and User level

11.3.18 (19-Jun-2009)

Slight performance improvement for large budgets
Remove p_sequence parameter for staged load as never used

11.3.17 (29-May-2009)

Change to view used for Resource Lists for consistency across multiple Oracle releases

11.3.16 (28-May-2009)

Fix in Edit Mode for incorrect rejection of Plan edit for Bottom level WBS plans
Minor fix for form bug in Project form

11.3.15 (15-May-2009)

Quantity was not being downloaded in Revenue Budgets/Plans

11.3.14 (06-May-2009)

Revenue WBS Level LOV was not populating in Plan Header form

11.3.13 (23-Apr-2009)

Minor mod to Calendars on Detail and Download forms

11.3.12 (22-Apr-2009)

Added support for DFF Context reference variable :BUDGET_HEADER.BUDGET_TYPE

11.3.11 (17-Mar-2009)

Change LOV and validation for “Lowest Task” WBS Level for Financial Plans. This means the same as “Top & Lowest Task” in Budget Types
Top & Lowest Task is not available in Financial Plans

11.3.10 (20-Feb-2009)

Load zero values when zero supplied rather than null

11.3.09 (17-Feb-2009)

Restored Baseline/Validation option to main toolbar due to customer requests
Moved call to execute calculate budget extension

11.3.08 (10-Feb-2009)

Fix for Periods form not allowing GL Period selection

11.3.07 (05-Feb-2009)

Clear package level variable between budgets due to session caching problem

11.3.06 (22-Jan-2009)

Added debug calls for Set Current version and Delete old Draft Budget calls
DFF cache was not initialized causing Type Mismatch error when validating DFFs
Mod to (Customer) customisation

11.3.05 (21-Jan-2009)

Fix for problem validating new trial keys
Prevent delete of old Draft version when there is none
Fix for Subscript out of Range error in Budget Details form when 5000 Projects queried

11.3.04 (19-Jan-2009)

Added new option to let the Financial Plan upload create a new current version and delete the old one

11.3.03 (16-Jan-2009)

Fix to custom Auto funding message for (customer)
Fix to About and Activation key forms for v4 infrastructure

11.3.02 (14-Jan-2009)

Fix for Last Actuals Period LOV not containing values in certain scenarios
Fix for external sheet references not setting properly before upload

11.3.01 (06-Jan-2009)

Internal changes to support new licence key model
Change to allow XLA to work properly after Lite front-end saved as new filename
Re-enable GL/PA Period selection on download form when periods are the same so Actuals can be downloaded using either Period Type

11.3.00 (23-Dec-2008)

Fix for serious bug in download where column headers may be overwritten instead of new columns inserted
Options added to allow the user to control behavior when currency amount being loaded exceeds precision
Option added to round downloaded Budget / Actual amounts to the correct precision
Fix for Actuals / Budget label not working properly when last Actuals Period not included in downloaded data
Option added to download form to suppress Actuals / Budget labels

11.2.27 (21-Dec-2008)

Fix for downloaded period phased Budget lines being overwritten by dummy lines if All Budgetable Tasks selected
New option on download form to turn on/off the Actuals/Budget column labels

11.2.26 (18-Dec-2008)

Actuals download can retrieve values outside correct precision for upload. Program now rounds to 2 decimal places
Customisation for (customer) required fix for test for last column to upload

11.2.25 (16-Dec-2008)

Fix for SQL bug in Actuals download where Resource Grp column is removed

11.2.24 (12-Dec-2008)

Added parameters to Download API

11.2.23 (03-Dec-2008)

Change to customisations for (customer)

11.2.22 (03-Dec-2008)

Fix for Sheet/Book identification code used by “Lite” workbook
Change to names in Project level DFF download parameters for specific customer

11.2.21 (01-Dec-2008)

Loading Details form will populate additional Project header columns
Customisation for (customer) Key Member column was not populating on download

11.2.20 (25-Nov-2008)

Fix for Edit mode for Financial Plans not determining the correct Draft Plan version number

11.2.19 (13-Nov-2008)

Fix for periods form not writing values if starting period was blank
Error messages are accumulated in the cell rather than written over by subsequent messages
All Raw Cost, Burdened Cost and Revenue amounts checked against currency precision
Fix for bug introduced in 11.2.17 ignoring Period values after first gap in values on row

11.2.18 (12-Nov-2008)

New option on the Project form to retrieve existing Plan Settings
Mod to Plan form to allow clearing of the Change reason LOV

11.2.17 (11-Nov-2008)

Minor form mods to prevent Excel automatic wrapping cell contents
Modified Banned profile option to be site and user as well as responsibility
Change red error colour on forms to lighter colour as easier to read
Mod for (customer) to stop processing Period columns after the Last Actuals Period + 1

11.2.16 (08-Nov-2008)

New Project Status download criteria “All But Closed in Prior Years”
Fix for bug introduced in 11.2.04 stopping Budget Types from being uploaded
Added Specific Key Member download for (customer)

11.2.15 (07-Nov-2008)

Download was writing Task Number on subsequent row when All Budgetable Tasks option selected
Customization added for (customer) to prevent original Forecast Budget from being loaded
Customization added for (customer) to switch PA Period to GL Period on upload

11.2.14 (04-Nov-2008)

Add multi-select to Organizations in Download form
Add multi-select to Key Members in Download form
Add multi-select to Class Codes in Download form
Re-enabled override for Resource List Members
Fix required for Period Name column position for Excel 2007
Removed Period Type selection from Download and Periods forms when GL Periods used as PA Periods
Bug fix for Invalid Type message when no existing users in named User form
Minor DFF form fix where Context column missing in certain circumstances

11.2.13 (03-Nov-2008)

Support BUDGET_TYPE_CODE DFF Context Reference

11.2.12 (31-Oct-2008)

Further fix for message problem introduced in 11.2.05

11.2.11 (30-Oct-2008)

Fix for message problem introduced in 11.2.05
Fix for empty Periods LOVs on Download form bug introduced in 11.2.07

11.2.10 (27-Oct-2008)

Fix for bug in not detecting Period Name heading on row 8 due to changes for Excel 2007
Change to custom code for (customer) to determine next period
Set download starting row for (customer) to row 10
Paste buffer was clearing when loading Download form. This stopped the new Project List feature from working with Excel based lists
Custom right-click menu added for (customer)
New profile option added to allow the blocking of responsibilities from using the tool

11.2.09 (24-Oct-2008)

Upgraded connection module for R12 logging

11.2.08 (23-Oct-2008)

Bug fix to new extended range code for Excel 2007
Fix Invalid use of Null error in (customer) customisation
Stop Periods form overwriting existing 1st period with current period
(customer) customisation was allowing current period to be uploaded for the Forecast Plan

11.2.06 (20-Oct-2008)

Increase support from 256 to 2000 columns for Excel 2007
Increase support from 65536 to 1 million rows for Excel 2007
Moved (customer) profile option installation to external setup script
Added control for (customer) preventing upload into Current or Prior periods for “Forecast” Plan Type

11.2.05 (16-Oct-2008)

DFF module upgraded to current standard
Fixed bug in Edit mode for Financial Plans stopping the upload
Minor bug fix for fault in Edit options causing some rows to be replaced unnecessarily with the same data
Edit options turned off for Financial Plans prior to PA.M RUP4
Stopped large downloaded text values from causing cells to wrap
Task download function on Project form was not retrieving some of the optional Task columns
Customisation added for customer to control upload of the ‘Project Budget’ Plan Type by Profile Option
Customisation added for customer to stop upload of the ‘AFC’ Plan Type
Customisation added for customer to stop change of the existing Plan Type Settings
Turn off unlock when not Baselining Plan

11.2.04 (10-Oct-2008)

Added Right-click menu functionality and option to Hide the Main toolbar
Apply licence key control to Download function
New Upload Options form replaces Baseline and Replace/Edit toolbar options
New option added to create non-current draft financial plan
Fix to stop Actuals Download using PJI tables prior to Family Pack M
Added feature to download form. User can paste in a list of project numbers. The list can be delimited by carriage returns or commas or both

11.2.03 (06-Oct-2008)

Add workaround for customer for Process Structure updates problem

11.2.02 (09-Sep-2008)

Enable the “Edit” upload options for Financial Plans

11.2.02 (09-Sep-2008)

Enable the “Edit” upload options for Financial Plans

11.2.01 (03-Sep-2008)

Allow download to include end-dated Budget Types

11.2.00 (27-Aug-2008)

Support added for Activation Key installation
Client specific customizations completed for (Australian customer)

11.1.13 (07-Aug-2008)

Improvements to Named User maintenance form
Changed names of Login options. SSO method is now Standard

11.1.12 (04-Aug-2008)

Bug fix for new column positioning error introduced in 11.1.6
Allow upgraded Budget Types to appear in Download LOV

11.1.11 (31-Jul-2008)

Server Debug option added for uploads. Requires XML package body version 3.2.15
Database trace option added for uploads. Requires XML package body version 3.2.16

11.1.10 (22-Jul-2008)

Fix for customisation for loading Raw Cost. Plan Setup flag was not set to Yes
Remove Raw Cost option for users

11.1.9 (22-Jul-2008)

Add another parameter to Adjust Agreement function for and fix bug in Funding Check

11.1.8 (17-Jul-2008)

Client specific customizations added for automatic Agreement creation

11.1.7 (09-Jul-2008)

Tracing options added to download form
Paste buffer cleared on download to prevent Excel from copying it into inserted rows

11.1.6 (30-Jun-2008)

Allow Mid Task budgeting for Financial Plans
Performance improvement for Actuals download using Mixed level Budget Entry Method
Tracing options added to download form

11.1.5 (25-Jun-2008)

Fix to Load Line process. Where total of Raw Cost, Quantity etc was zero line was not being loaded

11.1.4 (21-Jun-2008)

Design change to Plans form
Stop ‘Date Range’ from appearing in Plan Settings LOV

11.1.3 (20-Jun-2008)

Change to SET_GLOBAL_INFO procedure call for R12
Enable full list of responsibilities on login
Change to view used for Key Members

11.1.2 (19-Jun-2008)

Key Member search criteria now only includes active Key Members at current date
Changes to improve Download performance

11.1.1 (18-Jun-2008)

Fix for Project validation bug introduced in last version
Complete Project Name search feature

11.1.0 (12-Jun-2008)

Change to Create Agreement customisation for R12
Allow Project and Task searches to include Project and Task Name as well as Number

11.0.9 (08-Jun-2008)

Added joins to Actuals download to help optimiser for performance reasons
Added client specific enhancement to create an agreement if none exists
Added client specific customisation to remove Replace/Edit mode LOV

11.0.8 (29-May-2008)

Removed use of temporary table for query optimisation

11.0.7 (28-May-2008)

Added override for Project Statuses. This also affects all Project searches and validation

11.0.6 (19-May-2008)

Tuning required for new download because of statistics problem on temporary tables

11.0.5 (15-May-2008)

Added Trace option for main download routine. Requires M4APS_XML package body 3.2.04 or greater
Turn off Post_Login_Events for Maintain Users login

11.0.4 (13-May-2008)

Removed property from sort function stopping upload working in Excel 2000

11.0.3 (07-May-2008)

Minor changes in case where PA Periods are not defined

11.0.2 (07-May-2008)

Minor changes in case where PA Periods are not defined
Initialization added for R12 to correct session caching problem

11.0.1 (04-May-2008)

Customization for two customers to automatically adjust the Agreement amount

11.0.0 (04-Apr-2008)

Actuals Download supports new Project Performance (PJI) and PSI models
Fix for failure in “Edit” load options if no Resources used – applicable to PA.M
Client specific customisation – they want Quantity to be the Absolute value of the Burdened Amount

10.1.1 (29-Feb-2008)

New Project and Task filters added to Download form

10.0.10 (21-Feb-2008)

Rebuilt Download for performance purposes and to make ready for Project Performance Actuals
Changed Period LOVs to sort by Date rather than alphabetically
Two client specific customisations added

10.0.9 (15-Feb-2008)

Efficiency added to download where Period Range parameters used
Stop Line Comment value being retrieved if the spreadsheet column is removed. This prevents the ‘staircase’ effect in the Period data unnecessarily

10.0.8 (12-Feb-2008)

Plan lines were not being loaded in Patchset L

10.0.7 (09-Feb-2008)

Form fixes to ensure Excel does not truncate strings with leading numbers etc

10.0.6 (05-Feb-2008)

Message added if no agreement exists to fund project from

10.0.5 (02-Feb-2008)

Forms upgraded for R12 and new links for on-line documentation and Release notes

10.0.5 (02-Feb-2008)

Forms upgraded for R12 and new links for on-line documentation and Release notes

10.0.4 (13-Dec-2007)

Download was not using Overrides for Budget and Plan Types. Only affects “All” options in download LOV

10.0.3 (10-Dec-2007)

Download split into one run for each Budget in order to stop large downloads timing out
If using “Show all Budgetable Tasks” some Task Numbers were being overwritten

10.0.2 (28-Nov-2007)

Funding Adjustment was not working for Plans unless the Plan preferences were set to Revenue Only

10.0.1 (21-Nov-2007)

Fix for stopping upload if Plan Type not already assigned to Project (10.0.0 bug)

10.0.0 (24-Oct-2007)

Support added for new R12 connection

9.2.13 (15-Oct-2007)

Mod to Key Member security to ensure Key Member is current

9.2.12 (19-Sep-2007)

DFF form was loading if user selects row number < 10
Added new techniques to help prevent toolbars locking up

9.2.11 (27-Aug-2007)

Fix for ORA-01403: no data found in Package PA_BUDGET_PUB Procedure create_draft_budget
LOV in Periods setup form now defaults to current Period
Handle unwanted scientific formatting by Excel in large numeric Project and Task Numbers

9.2.10 (08-Aug-2007)

Enhancements for Planning Resource Lists

9.2.9 (06-Aug-2007)

Bug fix for zero budget not being recognised if prior budget loaded was non-zero

9.2.8 (19-Jul-2007)

Stopped Quantities being downloaded in Financial Plans where Quantity not displayed in Web Form

9.2.7 (17-Jul-2007)

Added support for Planning Resource Lists

9.2.6 (09-Jul-2007)

VBA Protection entirely automated. Use Excel Protection from Excel menu – Tools / Protection
Upload was not working in Excel 2000 due to Sort arguments not valid in this version

9.2.5 (08-Jul-2007)

Protection requires to be reset by program because it does not survive closing and re-opening

9.2.4 (06-Jul-2007)

Added Protection form to BW Setup Toolbar

9.2.3 (05-Jul-2007)

Download Period totals were not working if Amount column removed
Download Totals were not working except for last Project where multiple Budget Types chosen

9.2.2 (03-Jul-2007)

Fix for Cross Project Security access turned off in 9.1.1

9.2.1 (29-Jun-2007)

Fix for Task validation failing if new Task Description or Cap/Bill Flag columns used

9.2.0 (26-Jun-2007)

Fix for problem loading Financial Plans. Requires Budget Wizard package body 3.0.8
Financial Plan loader converted to composite type AMG procedures

9.1.1 (15-Jun-2007)

Added date criteria to download so end-dated Key Members can’t download data
Fix for Actuals/Budget label not working properly in download

9.1.0 (08-Jun-2007)

Added Custom Query Module

9.0.4 (05-Jun-2007)

Added .5 second delay in Workbook Open to avoid crash in Excel version 11.8134.8132 SP2

9.0.3 (31-May-2007)

Changed order of running for execute_calculate_amounts to before final budget creation

9.0.2 (30-May-2007)

Fix to potential sort problem excluding the header record prior to duplicate checking during upload

9.0.1 (25-May-2007)

Fix to client specific customisation

9.0.0 (19-May-2007)

Single Sign-on supported

8.2.31 (05-Feb-2007)

Fix for ‘Lite’ Workbook setting External workbooks and sheet names
Fix for problem using ‘Both’ Radio button on download form

8.2.06 (14-May-2007)

Fixed minor bug in hide/display columns function
Fixed Task download function for Projects with Financial Plans – was showing all Tasks

8.2.05 (09-May-2007)

Fixed minor bug in Plan Header form

8.2.04 (09-May-2007)

Fixed minor bug in Plan Header form
Added cell formatting for Download Tasks and Resources from Project form
Client specific customisation added
Change to complete loading Budget Lines before commencing Resource Lines load for Financial Plans
Currency LOV fixed to prevent base currency failing validation on upload

8.2.03 (08-May-2007)

Introduced PL/SQL bug in version 8.2.01 when loading Budgets

8.2.02 (30-Apr-2007)

Minor SQL performance enhancements added
Formatting fixes for Details form to stop Excel truncating Task Number and Resource values

8.2.01 (17-Apr-2007)

k8Fix for occasional subscript out of range error on upload>
Added Change Reason to download criteria – Also allow to select Baselined version
URLEncoding required on parameters for new SQL performance enhancement technique
Change to new API in PA.M for Financial Plans. Requires Budget Wizard Package Body version 3.0.7
Remove duplicated calls checking period type prior to each budget/plan download
Added Project Type, Project Organization, Project Status to optional columns list
Redesigned Download to make more efficient on network traffic
Performance improvement in checking GL/PA period usage on login
Removed constraint stopping program from uploading budgets/plans for closed projects
Added Period column totals if totals requested on download form
Use blank column rather than insert new one to stop inserting too many columns
Added new optional “Task Description” and “Cap/Bill Flag” columns

8.2.00 (19-Mar-2007)

Fix for timeout problem caused by Internet Explorer 7

8.1.34 (22-Feb-2007)

Client specific customization added

8.1.33 (07-Feb-2007)

Further Fix setting workbooks and sheet names

8.1.31 (31-Jan-2007)

New multi-Budget/Plan Type selection option on download form
Handle missing port number in connection URL for default port 8000

8.1.30 (28-Dec-2006)

New download feature to create Totals for the Budget/Actuals, and Row totals for Period phased amounts
Completed Mods for installation on OOD instances
Stop spreadsheet from recalculating during download
10g database was not being detected properly for non-ASCII character handling

8.1.29 (22-Nov-2006)

Remove loop in toolbar creation procedure
Cosmetic improvements to About form
Fix for not determining Resource List Grouping before Details form load for Plan Types
Remove Resource ID -99 from Resource List Member LOV
Budget & Plan Header, Project, and Details forms enhanced to suppress unwanted field display

8.1.28 (16-Nov-2006)

Patch tests changed to recognise Family Pack M rollup patches 2 and 3

8.1.27 (15-Nov-2006)

Download of Draft Plan Types was not limiting the selection to the Current version
Fix for Budget Types all Budgetable Tasks download
Cosmetic improvement to login form

8.1.26 (14-Nov-2006)

Option added to Download to retrieve all Budgetable Tasks even if no Budget/Actual Lines exist

8.1.25 (09-Nov-2006)

Handler added for errors caused by apostrophe character in filename
Override feature was not working
Re-enable URL Setup button if login fails

8.1.24 (06-Nov-2006)

Call to private package added to unlock Draft Plan Versions after upload as AMG leaves them locked for some strange reason

8.1.23 (31-Oct-2006)

New Project and Line sort options in download form

8.1.22 (25-Oct-2006)

Sorting of download data was not correct when Line level DFFs used

8.1.21 (24-Oct-2006)

Task Criteria was not working for Budget downloads

8.1.20 (04-Oct-2006)

Support Contingent workers in LOV for personnel in PA.M>
Unlocks Current Working Draft Plan Version after Baseline (AMG leaves it locked)

8.1.19 (26-Sep-2006)

If revenue Budget Type was selected, some of the Actuals options were being disabled. This is no longer relevant as from 8.1.00 you may download Cost or Revenue Actuals regardless of the Budget Type Class

8.1.18 (19-Sep-2006)

Minor tidyups to download SQL. Stop sorting by columns not included in download
Fix for Budget doubling up issue when PA and GL Periods are the same

8.1.17 (15-Sep-2006)

Performance improvement to Download where specific Task Selected. User can now select only Top or Lowest Tasks

8.1.16 (13-Sep-2006)

Fix for sorting problem introduced in 8.1.11 affecting Actuals+Budgets Types downloads only

8.1.15 (12-Sep-2006)

Was not downloading Resources properly for Revenue Plan Versions

8.1.14 (08-Sep-2006)

Buttons switching from GL to PA periods and back were not working properly
Download was appending 0 zero to some Resource List members in Budget section

8.1.13 (07-Sep-2006)

Fix for Revenue currency code overriding Cost currency code in download

8.1.12 (04-Sep-2006)

Fix for incorrect mandatory join to Budget Lines in 8.1.11

8.1.11 (01-Sep-2006)

Fine tuning to Download form for new currency options
Actuals linked to Budgets so that downloaded amounts are summarised at the same level in associated Mixed Tasks Budgets

8.1.10 (30-Aug-2006)

Added Hours Actuals download

8.1.09 (22-Aug-2006)

Added Event Revenue to Actuals download

8.1.08 (21-Aug-2006)

Significant Performance improvement when downloading both Actuals and Budget
8.1.00 enhancements for multi-currency download reinstated in this version
Currency Code validation was limiting currencies to those already used instead of all currencies available on the project

8.1.02 (05-Jul-2006)

Performance improvement to Actuals Download

8.1.01 (30-Jun-2006)

Performance enhancement in Key Member search in Download form

8.1.00 (26-Jun-2006)

Significant changes to Actuals Download to allow choice of currency type and allow choice of Actuals or Revenue rather than depending on Budget Type
Bug fix for download failing if user removes Resource Grp column
Fix for problem using Excel 97 (Replace97 proc)

8.0.42 (11-Aug-2006)

Fix to Project form affecting program only if Budget Header not on the same row
Fix for Details form required for when Task Number on previous line

8.0.41 (26-Jul-2006)

Added Budget Version level DFFs
Increased efficiency of processing of non ID based DFF segments in Download
Fix for Resource List Member validation failing on first upload attempt

8.0.40 (12-Jul-2006)

This version reverts to the 8.0 series due to continuing performance problems with the new Actuals download functionality in 8.1
We will reinstate this when the SQL can be tuned to provide acceptable performance
All other recent enhancements have been migrated to 8.0.40

8.0.39 (08-Jun-2006)

Removed check on Baseline permission – allow Oracle security to validate this
Add warning for Actuals download broken in family pack M. Fixed in rollup patch

8.0.38 (11-May-2006)

Project form was not loading after a failed upload attempt
Security enhancement – only Super Users and Project Key Members allowed to download Project Budgets

8.0.37 (26-Apr-2006)

Login enhanced to allow non alphanumeric and space characters in password
Enhancement to login form to better show HTML error messages

8.0.36 (04-Apr-2006)

Allow selection of non-upgraded Budget Types with same name as Plan Type
Allow Forecasting Budget Types

8.0.35 (24-Feb-2006)

MS-Office Calendar replaced with VBA calendar
Calendar positioned for Excel 97

8.0.34 (02-Feb-2006)

Loop added to counter intermittant failure to show toolbars on startup

8.0.33 (12-Jan-2006)

Logout was not clearing Joint Login values

8.0.32 (16-Nov-2005)

Stop login loop if M4APS_XML package not installed
Late binding implemented for Calendar Control
Change to Joint Login feature to share user id

8.0.31 (01-Nov-2005)

Added mechanism to share login for operating multiple Wizards

8.0.30 (09-Oct-2005)

Further fix for problem updating budgets in Edit mode
Edit mode options were not correctly handling Date Range phased budgets
Change to stop Budget Header form showing Budget Types upgraded to Plan Types

8.0.29 (07-Oct-2005)

Stop Plan Types form from loading for Oracle releases prior to 11.5.9

8.0.28 (05-Oct-2005)

Fix for problem updating budgets in Edit mode

8.0.27 (05-Sep-2005)

Fix for incorrect Project Type parameter stopping Actuals download

8.0.26 (03-Aug-2005)

Fix for certain DFF Value sets containing $Profiles$: and IN statements

8.0.25 (26-Jul-2005)

Stop repeated DFF configuration caching when no columns defined

8.0.24 (21-Jul-2005)

Certified for PA Family Pack M
Named user form was not handling over 32767 users
Expired users removed from Named User form

8.0.23 (13-Jul-2005)

New option to allow download of zero budgets

8.0.22 (06-Jul-2005)

Fix for MLS code change affecting procedure calls including apostrophe characters
Support new login validation method

8.0.21 (25-Jun-2005)

Remove Digital Certificate

8.0.20 (24-Jun-2005)

Was not providing full Responsibility LOV for Named User maintenance

8.0.19 (22-Jun-2005)

Fix DFF reference field issues

8.0.18 (15-Jun-2005)

Duplicate check was not picking up subsequent duplicates if immediately after on sheet
Changes for MLS tables
Fix bug in DFF module

8.0.17 (14-Jun-2005)

Fix to Actuals download SQL for Task level override

8.0.16 (06-Jun-2005)

Fix MLS issue in DFF module
Changes to download to only match Revenue budgets with Actual Revenue and Cost Budgets with Actual Costs
Performance improvement for Actuals download
Bug Fix: Invalid subscript value used in A_CacheIdData array
Support for languages using non-ascii character sets added

8.0.15 (24-May-2005)

Apply Date Range criteria to Actuals and non-Period phased Budgets

8.0.14 (23-May-2005)

Fix for fault in Resource validation only affecting very large Resource Lists
Fix for error in Replace options for non Mixed Tasks budgets
Apply Period criteria to Actuals even if selected budget is non-Period phased

8.0.13 (18-May-2005)

Performance improvement for downloads involving multiple projects

8.0.12 (12-May-2005)

Download form was not working if Key Member selected and no Role selected

8.0.11 (09-May-2005)

Bug Fix in DFF module for non-validated value sets

8.0.10 (04-May-2005)

New option to suppress Budget Quantity from download
Support apostrophe character in DFF values, bug fix to DFF array function
DFF download function converts any ID to Value
Message added to avoid misleading Oracle message if AMG:Baseline function excluded

8.0.09 (21-Apr-2005)

Support Profile Option in DFF Context Reference field
New download options for all budget/plan types
Fix for array problem checking Parent/Task integrity

8.0.08 (14-Apr-2005)

DFF module Performance improvements. Add support for ID columns

8.0.07 (31-Mar-2005)

Fix for problem retaining Digital certificate
Login configuration hidden if Setup Toolbar not shown

8.0.06 (16-Mar-2005)

Fixes to SQL column aliases for downloading Actuals
Defaults were not applying for DFFs in upload process

8.0.05 (11-Mar-2005)

Certified for 11.5.10
Recalc switched to Manual temporarily to improve upload and download performance
Download was producing extra lines for Plan Types

8.0.04 (02-Mar-2005)

Fix for European decimal character not being handled properly
Bug fix for Edit mode options wrongly swapping to Replace mode where no Resource List

8.0.03 (24-Feb-2005)

Removed constraint on non-ascii characters
Minor fix to DFF form>

8.0.02 (22-Feb-2005)

Performance mod to DFF module

8.0.01 (17-Feb-2005)

Bug Fix – was not allowing for missing DFF Context column
Moved check for chr(0) characters in XML to package

8.0.00 (14-Feb-2005)

Added Descriptive Flexfield functionality
Added support for Named User licence model

7.0.18 (21-Jan-2005)

Fix to cope with numeric values in array search

7.0.17 (19-Jan-2005)

Prevented “Replace” mode from uploading zero lines
Removed AMG security message for Cross Project Update users
Fixed bug in upload if “Upload Error” column removed

7.0.16 (18-Jan-2005)

Task Parent/Child integrity check extended for “Edit” upload options

7.0.15 (14-Jan-2005)

Upload performance improvement for very large budgets
Added control over Raw Cost/Burdened Cost to Download form
Speed increase for downloads by increasing packet size to 1024 from 200
Fix for Download not working properly for Budgets at Resource Parent level

7.0.14 (22-Dec-2004)

Minor performance improvement in XML processing

7.0.13 (15-Dec-2004)

Bug fix for Plan Types. Was re-using 1st project for multiple budget upload
Added check for required SubMenu to prevent confusing AMG security message

7.0.12 (14-Dec-2004)

Pre-caching up to 10,000 Resources to improve performance
Pre-cached Periods to improve performance
Binary searches employed for validating Tasks, Resources, and Periods

7.0.11 (10-Dec-2004)

Upload efficiency improvement for Budgets

7.0.10 (07-Dec-2004)

Fix to re-enable toolbar when file saved under a different name
Added ‘Original Flag’ column to allow setting of new baselined version to be original
Added ‘Download Resources’ button to Project Form

7.0.09 (18-Nov-2004)

Enhancement to prevent zero lines from being loaded
Change to login configuration

7.0.08 (08-Nov-2004)

Added parameter for Settings sheet for external calls

7.0.07 (03-Nov-2004)

Add Suppress Warning option for “Same Project” message
Modified to operate on any WorkBook and WorkSheet passed as input parameters
Added Get_Oracle_Data function. Returns a recordset based on a user defined SQL statement
Added Download_Budget_NoForm procedure to perform budget download with hidden form
Fix for get_task_id. Moved Get Session ID to after header validated

7.0.06 (18-Sep-2004)

Fixed bug affecting download where Quantity and Amount values included

7.0.05 (10-Sep-2004)

Removed VBProject code to avoid Trusted VB Project issues

7.0.04 (08-Sep-2004)

Added Public Function call Get_Oracle_Data

7.0.02 (01-Sep-2004)

Fix for Auto Funding and Resource Parent Profile option values not cached correctly

7.0.01 (11-Aug-2004)

Multi-Currency Plan Types supported
Fix for same task number in next project not being downloaded
Added facility to export/import login configurations
Added support for secure socket connection
Fix for chr(0) characters crashing XML parser
Removed duplicate call to upload sequence
Add Function to Check for non-Ascii characters
Check for duplicated column headings added

6.0.26 (27-Jun-2004)

Change to download SQL to avoid Oracle bug 3110923 in database version 9.2.0.4

6.0.25 (22-Jun-2004)

Change Responsibilities fixed size array to dynamic

6.0.24 (21-Jun-2004)

Switched to different IE API to better handle UTF8 character set

6.0.23 (02-Jun-2004)

Fixed problem with multiple Budget uploads
Test added to ensure dates correctly converted
Login script change to allow for port numbers larger than integer size limit

6.0.22 (28-May-2004)

Add Budget Line procedure was not completed
Changes required to handle single quotes in strings
Changes to BW package to handle error messages > 2000 characters

6.0.21 (24-May-2004)

Added exception handler for Oracle bug in execute_calculate_amounts

6.0.20 (17-May-2004)

Diagnostic buttons added to login configuration form

6.0.19 (05-May-2004)

Enhancements to Server Error handling

6.0.18 (04-May-2004)

Fixed SQL XML formatting errors in Actuals Downloads

6.0.17 (03-May-2004)

Handling for no PA responsibilities added

6.0.16 (29-Apr-2004)

Data caching changes to improve performance
New form added to allow errors to be fixed while uploading

6.0.15 (28-Apr-2004)

Fix to login form for identical URL settings
Change to Organisations and Project Roles LOVs
Fix for US date format being returned by XML for non-US customers

6.0.14 (27-Apr-2004)

Improved message handling for XML errors

6.0.13 (14-Apr-2004)

White space error fix for Resource search
Improved Parent/Task integrity check reporting

6.0.12 (07-Apr-2004)

New validation for Budget date range outside Task date range
Very large performance improvement in Task validation process due to cache
Require criteria for Resource Search

6.0.11 (03-Apr-2004)

Add Debug code and status messages
Added custom wrappers for Create_Draft_Budget and Baseline_Budget

6.0.10 (02-Apr-2004)

Method change to handle budgets > 32 KB to workaround PL/SQL limitation

6.0.09 (01-Apr-2004)

Search option added to Tasks on Download form to improve performance

6.0.08 (30-Mar-2004)

“Rejected Budgets” counter added

6.0.07 (27-Mar-2004)

Error message handler added to calculate amounts
Error message handler added to create draft budget

6.0.06 (26-Mar-2004)

Resource Parent Profile option was not being checked
Minor fix in Download form to re-enable Download button after Clear
Added ‘Upload Error’ optional column to retain error messages

6.0.05 (18-Mar-2004)

Update Help form. Remove redundant login procedure
Present expiry date in DD-MMM-YYYY format

6.0.04 (17-Mar-2004)

Display Package information in About form

6.0.03 (17-Mar-2004)

Use alternate HTTP request method for logging in

6.0.02 (17-Mar-2004)

Changed profile set call to use generic procedure handler

6.0.01 (15-Mar-2004)

Change from ADO to XML HTTP data access method

5.7.16 (25-Feb-2004)

Change to method of determining bottom of a Budget. Now, new values in either the Project Number OR Budget Type columns will indicate the start of a new budget

5.7.15 (23-Feb-2004)

Draft definition changed to include ‘Submitted’ draft budgets for download purposes
Added ability to select a range of Budgets to upload

5.7.14 (20-Feb-2004)

New button on Setup toolbar allows show/hide of Template sheet
Added public code to enable double-click in external workbooks

5.7.13 (30-Jan-2004)

Removed problem call to pa_security. Oracle’s procedure is simply not reliable and returns “N” when user has Key Member access to project but is not super user

5.7.12 (10-Dec-2003)

Ignored AMG bug in Calculate_Amounts
Streamlined Execute_Calculate_Amounts call to reduce unnecessary work

5.7.11 (19-Nov-2003)

Enhance About form and password expiry feature
Allowed numeric characters at beginning of database password
Stopped use of expired Responsibility assignments
Get Tasks feature was copying Task Number rather than Name into Name column
Mod to About form to show logged in user
Now requiring criteria in search boxes

5.7.10 (05-Nov-2003)

Test added for database user’s password expiry

5.7.09 (22-Oct-2003)

Cosmetic enhancements to forms and date formatting. Mandatory fields now colour coded

5.7.08 (07-Oct-2003)

Added call to Budget Calculation Extension after Create Draft Budget

5.7.07 (06-Oct-2003)

Added Initialize proc call for PA_SECURITY

5.7.06 (02-Oct-2003)

Removed “vbmodal” bug affecting Excel 97

5.7.05 (19-Sep-2003)

Added “Get Tasks” button to Project form. Now you can pre-populate the spreadsheet with the numbers of Budgetable tasks once the Project is selected

5.7.04 (09-Sep-2003)

Added login parameter fix for Oracle patch 3009044

5.7.03 (31-Jul-2003)

Bug fix. Only affected implementations where PA Periods = GL Periods. Download feature was unable to create columns for Period Names. Workaround was to have them in the sheet already.
Removed feature greying out PA / GL Period selection where they are the same, as client wanted to distinguish Actuals download.

5.7.02 (28-Jul-2003)

Removed DLLs due to continuing problems with Excel 97, which seems incapable of considering a public library executable without expressly resetting the security permissions
To avoid other problems with component-challenged machines, have removed all More4Apps logos from user forms, and converted the Flexgrid form for Overrides to a simple form
Fixed bug in Download module only affecting installations with PA Periods = GL Periods

5.7.01 (16-Jul-2003)

Upgraded to comply with PA patchset K
Noted Oracle have still not fixed the INVOKER rights bug in PA_AGREEMENT_PUB
Error message handler enhanced to cope with PA.K’s response to the bug.

5.6.17 (10-Jul-2003)

Added Workbook version to About form
PA_Security package still causing a problem. Modified to include package call in SQL then repeat SQL operation without package call if error arises. Mod is only in DLL, not Workbook

5.6.16 (21-Jun-2003)

Specific handler changed to generic handler as now more than one site has encountered the problem.

5.6.15 (18-Jun-2003)

Specific handler added to cope with uncommon problem calling the standard PA_Security package

5.6.14 (24-May-2003)

Mostly cosmetic enhancements to date handling in Details form and Upload process. Now cells stay in date format rather than text

5.6.13 (20-Apr-2003)

Bug existed where Parent and Child Resource list members have the same name. Form assumed Parent or Child depending on which it had cached first.
Also program was unable to upload as it could not decide which was which.
Enhanced added to allow “|” notation in Parent Resource.
Form also requires specific selection from LOV before allowing ambiguous value.
All the above only applies to Grouped Resource Lists where “Resource Grp” column NOT used.

5.6.12 (20-Apr-2003)

Added new override for PA_RESOURCE_LIST_MEMBERS
Added new configuration option to allow prevention of budgeting at the Resource Group level in grouped Resource Lists. Default is to allow budgeting at both levels

5.6.11 (15-Apr-2003)

Added “Validate Only” option. This option performs everything but the actual uploads to AMG. It bypasses the Trial Version restraint as no data update is performed

5.6.10 (10-Apr-2003)

Added Logout button to toolbar

5.6.09 (08-Apr-2003)

Discovered AMG does not prevent budgets from being uploaded where both Top and Bottom tasks have budget values. This is prevented in the standard form
Added validation to prevent this from happening

5.6.08 (31-Mar-2003)

Enhancement to Download feature at customer request. Can now include new optional parameter Budget Entry Method in the criteria. Default is none. Selection can be cleared using the Clear button
SYSTEM password owner may now alter the template sheet by logging in as system in the DBA Setup form
Toolbars may now be positioned by the user. When the workbook is saved, so is the toolbar location

5.6.07 (19-Mar-2003)

Enhancement to Actuals Download feature at customer request. Can now breakdown Actuals by the following columns if the column headings exist:
* Expenditure Category
* Expenditure Type
* Non Labor Resource
* Revenue Category

5.6.06 (03-Mar-2003)

Fixed Bug causing closure of link to DLL if worksheet closed then close aborted

5.6.05 (18-Feb-2003)

Fixed bug in Downloading Budgets by Project Type. Was retrieving no data

5.6.04 (30-Jan-2003)

Minor improvement to error handling for date validation for date range phased budgets
Moved Licence and other procedures to DLL

5.6.03 (18-Dec-2002)

Enhancement at customer request – upload functions require to be called by external macros. Made both upload procedures public
Can now be called by macros with the following syntax:* Application.Run “‘Budget Wizard v56.xls’!Upload_Selected_Budget”
Alternatively we have built a macro you can use in your custom application. It is better than the above in that it is tolerant of any filename you use for Budget Wizard. The full text of this is in the section titled “Write your own Macros”
Requirement – the procedures must be called with the Wizard workbook loaded and cursor in an appropriate location on the datasheet (N/A for Upload all Budgets)

5.6.02 (17-Dec-2002)

Bug fix. Task selection in Budget Details form for Top and Bottom level budgets was returning all tasks, not just tasks for the selected project
Point release numbering system changed.

5.6.01 (01-Dec-2002)

New functionality added to allow the overriding of the main LOVs by creating custom views
The installer may create different versions of the spreadsheet showing different sets of data for Projects, Tasks, Budget Types, Budget Entry Methods, and Resource Lists.

5.5 (01-Nov-2002)

Adjustment to AMG login procedure to cope with different number of parameters in PA.J patch set.
Clearer error messages added if no Current PA Reporting Period encountered.
Password change command changed to more flexible syntax.
Major change – In order to enable Budget Wizard to be used in conjunction with Project Wizard, i.e. to share the same worksheet which includes Project and Budget data, the convention for determining the end of a budget has changed.
Previously Budget Wizard required the Project Number to be repeated on every line. The end of a particular budget was identified by a change in Project Number. Therefore it was not possible to have blank lines within a budget.
Also the Task Number was required for every line (for task level budgets)
New convention as follows:
The Project Number must be recorded ONLY ONCE. The end of a particular budget is now identified by a non-blank line. If the same project number is repeated, a warning message advises that the repeated Project Number indicates the start of a new budget, giving the user an option to terminate the upload at this point.
The Task Number now is only required for the first row, and will apply for any subsequent rows, presumably containing different Amount Types or Line Comments.
It is perfectly acceptable to repeat the Task Number, although the download function will not bother displaying it except for the first row of any task.
Flash New Calendars !!!! Added to the forms to make typing dates a t hing of the past.

5.4 (20-Oct-2002)

Included in Deployment Wizard
Licence Key procedure added to unlock Trial Version
Late-Binding technique added to allow any working MDAC_TYP version from 2.1
MDAC_TYP 2.6 install no longer required for Win2k or XP PCs.

5.3 (01-Oct-2002)

Automatic Funding Adjustment feature enhanced. A form is provided to allow multiple agreements to be selected
Bug fix – First Baselined version was not being marked as Original
Bug fix – Upload failed for budgets where Resource Parent was budgeted against

5.2 (20-Sep-2002)

Major new feature added. Automatic adjustment to Funding for Revenue Budgets.
Now you do not have to alter the funding manually, Budget Wizard can do this if you wish, provided all the normal rules are met. Uses an AMG package released in 11.5.4, or PA patchset D. You will be required to repair a bug in this package first.
New Classifications criteria added to Download form
Bug fix – fix a bug in the ability to load and baseline a zero budget using the Replace mode
Bug fix – “Edit” options could not have worked properly for budgets time phased by date range. Now all “Edit” options referring to “Period” now work equally well for Date Range phased budgets.

5.1 (10-Sep-2002)

Support for line level Descriptive Flexfields added.
4.9 and 5.0 were not able to be run on NT4 and Windows 95. Fixed in this release.

5 (01-Sep-2002)

Major new feature added, the facility to download Actuals into the spreadsheet.
Uses the accumulation tables so depends on Update Summary Amounts process.

4.9 (30-Aug-2002)

A maintenance release. Colour scheme changed slightly (irritating shade of purple changed to blue)
Performance tuned using the fastest ADO tools and array processing
Removed a minor bug in the download form

4.8 (20-Aug-2002)

The “Edit Budget” functionality has been extended
The options on the toolbar in 4.7 were:
Replace Budget
Edit Budget
The scope of the range edited (deletes all existing lines and adds new lines from the sheet) could be identified only by the period in version 4.7
New list for version 4.8 is as follows:
Replace Budget
Edit Period (In v4.7 this functionality was labelled Edit Budget)
Edit Task
Edit Top Task
Edit Resource
Edit Resource Parent
Edit Period & Task
Edit Period & Top Task
Edit Period & Resource
Edit Period & Resource Parent
Edit Task & Resource
Edit Task & Resource Parent
Edit Top Task & Resource
Edit Top Task & Resource Parent
Edit Period & Task & Resource
Edit Period & Task & Resource Parent
Edit Period & Top Task & Resource
Edit Period & Top Task & Resource Parent
The above covers all possible variations. Program is smart enough to apply the scope options sensibly, i.e. Edit Resource is ignored for non-Resource level budgets. If the Edit Task & Resource option is chosen and a budget is at task level only, the Edit Task scope is applied.
Edit Resource and Edit Resource Parent means the same thing for single level resource lists.
There are some minor improvements in the Details form, in the area of Resource Lists.

4.7 (10-Aug-2002)

Resources
Enhanced to address the issue discussed in 4.6:
* Concatenation of Resource Group/Resource is now only compulsory where duplicates actually exist.
Otherwise only the Resource need appear in the cell
* Users granted new option (via toolbar button) to always perform concatenation if desired
* Budget Details Form changed to conform to the above
* Download function changed to conform to the above
* Upload function. Upload cancelled if program cannot uniquely identify each resource
* Budget Details Form: Allow users to include query criteria for the Resource group.
New optional column
Instead of concatenating the items together, a new column labelled “Resource Grp” contains this data. If this column is on the sheet, then it will contain the Resource Group, otherwise it reverts to concatenating the Resource Group and the Resource together, or just showing the Resource (depending on the user option selected)
Duplicates
If budget lines are accidentally or deliberately repeated then the user has these options:
* Accumulate and Continue (The user intended to do this)
* Continue but Error this Budget (Mistake but identify all such errors)
* Cancel If the user cancels or errors the budget, duplicates are identified on the line status and the offending amount columns become yellow.
Performance
Calls to DB reduced to the minimum by caching results of prior calls. Period, Task and Resource validations, the results are kept for the remainder of the session. As a re sult the upload program performance starts with up to 3 validation database calls per budget line and can reduce to none. Subsequent uploads benefit immediately from the cached validated data.
As a consequence of the above enhancements there are now two passes through the data, an initial validation run, and then the actual upload. Counters have been placed on the status bar to show users the progress.
Similar techniques have been applied to the Budget Details and Download forms.

4.6 (01-Aug-2002)

This is the first release containing the Download functionality and fixes the duplicated resource issue in 4.5 by storing resources on the sheet as follows:
Group A|Admin
Group B|Admin
This has resulted in the following feedback:
“The data on the sheet now contains resources that do not match to a list distributed to budget users. These people do not know or need to know about Resource Groups. It makes it difficult to paste budget data into the model from other sources.””
Fair enough, see v4.7

4.5 (20-Jul-2002)

This is the first commercial release. A potential problem existed for users who use a grouped resource list AND who have duplicated resources