Project Wizard VersionPackage Body Version | 9.6.21 (17-Apr-2025)1.4.0 (Minimum 1.3.10) |
9.6.21 (17-Apr-2025)
Internal bug fix.
9.6.20 (15-Apr-2025)
Default Browser Login - Fixed bug where the browser would not navigate away from the homepage. This stopped the login process from completing.
9.6.19 (07-Apr-2025)
Added column 'Enable Multi Currency Billing'.
9.6.18 (06-Mar-2025)
Added debugging.
9.6.17 (05-Mar-2025)
Fix for error when deleting Tasks.
9.6.16 (17-Feb-2025)
Enhanced to allow the code to run without a ribbon.
9.6.15 (17-Feb-2025)
Fix for 12.2 to allow clearing of 'Task Adj Incl on Std Invoice' column.
9.6.14 (19-Nov-2024)
Changed Project Start/Completion Date column names to Trans Start/Completion Date to match Oracle naming convention.
9.6.13 (08-Nov-2024)
Bug fix - Prevent 'Invalid use of Null' error in Tasks DFF form when Project not created yet.
9.6.12 (02-Nov-2024)
Added OU ID to DFF reference defaults.
9.6.11 (22-Oct-2024)
Improved debugging in Task validation.
9.6.10 (04-Oct-2024)
Added Default Browser Login option.
9.6.09 (23-Sep-2024)
Further fix for Bug 13923366 not installed.
9.6.08 (17-Sep-2024)
Needed test for Bug 13923366 in case not installed.
9.6.07 (11-Sep-2024)
Fix for missing package test in versions from 9.6.03
9.6.06 (09-Sep-2024)
Removed redundant warning message when no current draft workplan.
9.6.05 (10-Aug-2024)
Fix for PL/SQL error creating Tasks after download.
9.6.04 (06-Jun-2024)
Expand Deliverable status form/validation to cover full list. Allow all Deliverables to be downloaded.
9.6.03 (24-May-2024)
Fix for Oracle 12.2.10 bug stopping update of project level Limit to Transaction Controls Flag.
9.6.02 (19-Apr-2024)
Fixed the error of invalid format of version number.
9.6.01 (27-Mar-2024)
Fix for error loading Download form due to 9.6.00 change.
9.6.00 (16-Feb-2024)
Fix for single-row subquery when downloading.
9.5.99 (13-Dec-2023)
Fixed issue where an End to End Trace might not return the SQL statement's execution plan.
9.5.98 (02-Nov-2023)
Fix for some fields not clearing sheet values on Tasks form.
9.5.97 (02-Nov-2023)
Fix for some fields not clearing sheet values on Customers form.
9.5.96 (30-Oct-2023)
Performance improvements to Project Header download.
9.5.95 (25-Oct-2023)
Fix for subscript error when downloading certain Transaction Controls.
9.5.94 (09-Oct-2023)
Fix for Task Start & Completion Dates being wiped in 12.2.x when alphabetically resorting new Tasks when versioning is enabled.
9.5.93 (03-Oct-2023)
Added new digital signature.
9.5.92 (13-Sep-2023)
Performance improvement in Tasks download.
9.5.91 (04-Sep-2023)
Internal update.
9.5.90 (30-Aug-2023)
Fix for validating blank 'New Key Member' column.
9.5.89 (04-Aug-2023)
Added 'New Key Member' and 'New Key Member ID' columns.
9.5.88 (14-Jun-2023)
Fix for Error status but no messages when updating project.
9.5.87 (26-May-2023)
Fix for message requiring 'Task Labor Schedule Type' column when if missing, should be ignored.
9.5.86 (16-May-2023)
Fix for error when setting the Limit to Transaction Controls Flag on Project creation.
9.5.85 (28-Apr-2023)
Internal update.
9.5.84 (11-Apr-2023)
Remove check for 'Open Integration Toolkit Functions Menu'.
9.5.83 (05-Apr-2023)
Internal update.
9.5.82 (17-Mar-2023)
Internal update.
9.5.81 (10-Mar-2023)
Increased tolerance for very large record numbers in Asset Assignments module.
9.5.80 (23-Jan-2023)
Internal update.
9.5.79 (23-Jan-2023)
Added 'Invoice Currency Rate Date' and 'Invoice Currency Exchange Rate' columns to Customers section.
9.5.78 (19-Jan-2023)
Fixed issue that caused large uploads to unexpectedly fail with error "438(Object doesn't support)".
Removed unsecure document links.
Fixed issue where enabling end to end trace did not generate the trace.
9.5.77 (16-Jan-2023)
Fix for Project DFF Context error when cell is blank and Context is mandatory, and user is only trying to load the Project DFF form.
9.5.76 (13-Jan-2023)
Fix for bug using new Transaction Controls API when copying Transaction Controls from source.
9.5.75 (14-Dec-2022)
Fix for Planning Resources data not downloading. Improved layout and added new read-only columns for Burdened Cost.
9.5.74 (31-Oct-2022)
Fix for overflow message when processing Billing Overrides when number exceeds 32767 records.
9.5.73 (26-Oct-2022)
Fix for error when uploading multiple Transaction Controls from version 9.5.71
9.5.72 (18-Oct-2022)
Fix for error when uploading all Transaction Controls on sheet directly after login.
9.5.71 (17-Oct-2022)
Fix scaling issue for Transaction Controls upload with new API.
9.5.70 (05-Oct-2022)
No data found error when creating TCs.
9.5.69 (27-Sep-2022)
Fix for Project/Task level Transaction Control Flags being incorrectly updated by Transaction Controls section uploads.
9.5.68 (19-Sep-2022)
Updated licensing modules.
9.5.67 (19-Sep-2022)
Internal update.
9.5.66 (25-Aug-2022)
Bug fix - Removing a customisation caused validation of Classifications to fail.
9.5.65 (12-Aug-2022)
Further correction to 9.5.63 mod.
9.5.64 (01-Aug-2022)
Correct download error from 9.5.63 change.
9.5.63 (28-Jul-2022)
Handle scenario where no Workplan tables populated on creation of new project.
9.5.62 (28-Jun-2022)
Added column 'Retirement Cost Flag' to Tasks section.
9.5.61 (07-Jun-2022)
Internal update.
9.5.60 (02-Jun-2022)
Tasks Name on upload not changing color to green.
9.5.59 (01-Jun-2022)
Tooltips for Help and URL icons fixed.
9.5.58 (01-Jun-2022)
Fields on Download form colored red were not reset when cleared.
9.5.57 (24-May-2022)
Changed 'Receiver Project' column to 'Receiver Project Name' in order to be consistent with the Oracle form.
Project Name is now written into the sheet rather than Project Number.
9.5.56 (28-Apr-2022)
Internal update.
9.5.55 (27-Apr-2022)
Added 'Bill Another Project', 'Allow User Rate type', and 'Invoice Currency Rate Type' columns to Customer section.
Renamed 'Customer Default Flag' column to 'Default Top Task Customer'.
9.5.54 (21-Apr-2022)
Created profile option 'More4Apps: PW Remove lock from Workplan before Publishing'.
Fix for One Drive saving issue by removing code from the on-save event.
9.5.53 (22-Feb-2022)
Custom Query update with SQL Injection fixes.
9.5.52 (08-Feb-2022)
Prevent duplicate records being downloaded when employee record duplicated.
9.5.51 (31-Jan-2022)
Allow Task Burden Rate schedules to be deleted when Bill Rate schedules are used.
Allow Task Bill Rate schedule columns to be deleted when Burden schedules are used.
Fix for Task form error on load when Task Organization populated.
9.5.50 (26-Jan-2022)
Publish Workplan function enabled for Project Templates.
9.5.49 (26-Jan-2022)
Fixed issue when 'Task Name' not changing to green on Upload All - Change reversed in next version.
9.5.48 (18-Jan-2022)
Type Mismatch 'Get_Default_Depn_Account' error in Asset form.
9.5.47 (20-Dec-2021)
Asset and Assignments - Change Asset Description field message.
9.5.46 (17-Dec-2021)
Allow default value to be uploaded when dummy Special Value Set type used. Added ability to run default SQL for DFF attributes.
9.5.45 (03-Dec-2021)
Internal update.
9.5.44 (24-Nov-2021)
Fix for Tasks not downloading when Task Status in Workplan is blank.
9.5.43 (13-Nov-2021)
Added new information column 'Total Asset Cost' to Assets section.
9.5.42 (02-Nov-2021)
Fixed Override Type not downloading for Billing Overrides, causing Rate to be written into the Multiplier column incorrectly.
9.5.41 (24-Oct-2021)
Workplan and Task DFFs split into separate sets of columns.
9.5.40 (11-Oct-2021)
New profile option 'More4apps: PW Prevent DPIS in prior years on Asset creation' added to prevent Asset DPIS being in prior years on creation.
9.5.39 (10-Sep-2021)
Change Organization in forms to searchable LOV to improve load performance.
9.5.38 (07-Sep-2021)
Receiver Project and Receiver Task columns added to Customers section.
9.5.37 (03-Sep-2021)
Fix for Asset validation error when uploading Assets for multiple projects.
Fix for error downloading Assets when 'Person Assigned To' column not on the sheet.
9.5.36 (16-Aug-2021)
Internal update.
9.5.35 (14-Jul-2021)
Internal update.
9.5.34 (09-Jul-2021)
9.5.20 mod not correct as Oracle does not copy Classifications from the Project when the Class Category is listed in Quick Entry on the Template.
9.5.33 (10-Jun-2021)
DFF form shows disabled attributes although they are enabled and are on the sheet.
9.5.32 (29-May-2021)
Fix for wrong Depreciation Account segment defaulting in Assets form.
9.5.31 (28-May-2021)
Added Custom LOV option for Project Assets.
9.5.30 (10-May-2021)
Fix for Task Invoice Method not downloading correctly.
9.5.29 (03-May-2021)
Updated security.
9.5.28 (27-Apr-2021)
Fix for error occurring when any column is hidden.
9.5.27 (22-Apr-2021)
Fix for Project DFF values not being loaded when creating a new project.
9.5.26 (07-Apr-2021)
Fix for performance issue downloading Transaction Controls.
9.5.25 (01-Apr-2021)
Updated security.
9.5.24 (26-Mar-2021)
Corrected core version number.
9.5.23 (26-Mar-2021)
Updated security.
9.5.22 (22-Feb-2021)
Fix for bug in Billing Overrides download. Fix centering problem in pop-up calendar.
9.5.21 (18-Feb-2021)
Task UDA download required fix after 9.5.17 performance enhancement.
9.5.20 (15-Feb-2021)
Stopped copy of Key Members and Classifications on Create new project due to double-up of processes.
9.5.19 (05-Feb-2021)
Workaround for Oracle bug in API for Revenue Transaction Currency Type.
9.5.18 (02-Dec-2020)
Updated security.
9.5.17 (26-Nov-2020)
Project Start Date was not initialised on upload.
9.5.16 (02-Nov-2020)
Updated security.
9.5.15 (21-Oct-2020)
Task Non-Labor Bill Rate Schedule not loading.
9.5.14 (19-Oct-2020)
DFF attribute dependency was not working when parent attribute was an unvalidated text column.
9.5.13 (16-Oct-2020)
Error in downloading Project level DFF.
9.5.12 (14-Oct-2020)
Internal fix for initialisation PL/SQL not clearing after use.
9.5.11 (12-Oct-2020)
Fix for potential session initialisation problem.
9.5.10 (06-Oct-2020)
Performance enhancement for Asset Assignment downloading when using 'Show with the Asset' option.
9.5.09 (05-Oct-2020)
Asset Assignments: Fix for Wizard attempting to delete Assignments already marked Deleted.
9.5.08 (05-Oct-2020)
Updated security.
9.5.07 (01-Oct-2020)
If one assignment has no task then delete assignment rejects all assignments.
9.5.06 (01-Oct-2020)
When uploading an asset assignment and then delete, Wizard gives error 'No assignment found!'.
9.5.05 (01-Oct-2020)
Some fixes in faster download code.
9.5.04 (30-Sep-2020)
Faster downloading.
9.5.03 (30-Sep-2020)
Internal update.
9.5.02 (28-Sep-2020)
Updated security.
9.5.01 (04-Sep-2020)
Fix for cascading of children of Task level Billing Overrides if Transaction Controls also downloaded.
9.5.00 (03-Sep-2020)
Fix for Task Level Transaction Control download causing blank lines to be inserted incorrectly, pushing down other data like Classifications or Key Members. Applied the same fix to Overrides and Billing Assignments sections.
9.4.68 (28-Aug-2020)
Digital signed version of Wizard giving error on saving the excel file.
9.4.67 (14-Aug-2020)
Not able to update Task Adj Incl on Std Invoice.
9.4.66 (14-Aug-2020)
Change column comments from toolbar to ribbon.
9.4.65 (13-Aug-2020)
Internal updates.
9.4.64 (10-Aug-2020)
Not able to update Task Adj incl on Std Invoice.
9.4.63 (03-Aug-2020)
Internal updates.
9.4.62 (24-Jul-2020)
Fix for Task uploader incorrectly looking at the Workplan DFF setup when the Fin/WP structures are shared.
9.4.61 (01-Jul-2020)
Fix for SQL error downloading Workplan caused by new Task Location column.
9.4.60 (25-Jun-2020)
For Project Level TCs when copying from source Project, new API should fetch project level TCs.
9.4.59 (24-Jun-2020)
Added new TC API for copy TCs from source template option.
9.4.58 (19-Jun-2020)
Moved code for Consolidated Billing Flag.
9.4.57 (15-Jun-2020)
Fix for poor performance when caching Resource formats in Resources form.
9.4.56 (16-Jun-2020)
Task Location LOV on Task form.
9.4.55 (16-Jun-2020)
Task Location LOV on Task form.
9.4.54 (11-Jun-2020)
When uploading an asset with multiple DFF errors, Wizard gives wrong number of assets rejected.
9.4.53 (10-Jun-2020)
Error message for Assets do not get cleared.
9.4.52 (10-Jun-2020)
Assets get uploaded when incorrect location and depreciation account is entered.
9.4.51 (09-Jun-2020)
Fixed API errors when no project state date is on the sheet.
9.4.50 (08-Jun-2020)
Transaction Controls should get copied when Copy TCs from Template option is selected in Create options form.
9.4.49 (05-Jun-2020)
Internal updates.
9.4.48 (22-May-2020)
Create Project errors. The allocation date is missing.
9.4.47 (20-May-2020)
Invalid SQL statement error on Project creation.
9.4.46 (12-May-2020)
Asset ID column supported to allow change to Asset Name.
Asset Add/Update/Delete button removed from Assets form.
Performance enhancements to Asset Create/Update/Delete.
Removed EPCOR mode from download as not necessary.
Significant performance improvement to download.
9.4.45 (11-May-2020)
Customisation for customer.
9.4.44 (22-Apr-2020)
Ensure Depreciate Flag defaults to Yes for new Project Assets.
9.4.43 (20-Apr-2020)
Fix to update Asset from sheet. Amort Adjs column in the template should default to No.
9.4.42 (20-Apr-2020)
Fixes to Task download for SQL errors when non-shared workplan downloaded.
9.4.41 (17-Apr-2020)
Corrected the colors in Attachment and Planning Resources sections.
9.4.40 (16-Apr-2020)
Coloring added to new Planning Resource information-only columns.
9.4.39 (15-Apr-2020)
Project Currency downloading for each task on All Columns sheet.
9.4.38 (14-Apr-2020)
Added new Planning Resource section columns.
9.4.37 (08-Apr-2020)
Fix for SQL bug downloading Workplan Tasks when Workplan Structure not shared.
9.4.36 (21-Feb-2020)
Attachment issues on upload.
9.4.35 (21-Feb-2020)
When updating project using All Columns sheet, Wizard gives error that Assets already exist.
9.4.34 (13-Feb-2020)
Further fix for wrong Resource List retrieved for Planning Resources.
9.4.33 (12-Feb-2020)
Fix for wrong Resource List retrieved for Planning Resources.
9.4.32 (11-Feb-2020)
Rebranding - Logo and colors.
9.4.31 (10-Feb-2020)
Added Resource Format filter to Planning Resources form.
9.4.30 (05-Jan-2020)
Rebranding - Logo and colors.
9.4.29 (28-Jan-2020)
Internal updates.
9.4.28 (20-Jan-2020)
Bug fix - Test for new project row was failing when cells contained #REF errors.
9.4.27 (11-Jan-2020)
Bug fix for SQL error when downloading Cost Codes.
9.4.26 (16-Dec-2019)
Major update for Core and Custom Query. Firewall compliant encoding added.
9.4.25 (06-Dec-2019)
Internal updates.
9.4.24 (15-Nov-2019)
Fixed Distribution Rule field which is not showing correct value.
9.4.23 (08-Nov-2019)
Create only/Update only mode not working for appAssets.Valide_Asset.
9.4.22 (05-Nov-2019)
Bulk Load Task throwing SQL error.
9.4.21 (04-Nov-2019)
Ribbon error for publish workplan option.
9.4.20 (16-Oct-2019)
Error when loading Tasks.
9.4.19 (30-Sep-2019)
Enhancement - Add Task Currency details.
9.4.18 (27-Sep-2019)
Internal update.
9.4.17 (20-Aug-2019)
User Guide and Helpful Tips on Setup page are not directing to correct page.
9.4.16 (19-Aug-2019)
In the Download form the 'Include Actions' checkbox should read 'Include Deliverable Actions'.
9.4.15 (08-Aug-2019)
Added Change Log sheet.
9.4.14 (07-Aug-2019)
Internal updates.
9.4.14 (07-Aug-0019)
Internal updates.
9.4.13 (23-Jul-2019)
Fix for updating Tasks data in workplan structure.
9.2.212 (29-May-2019)
Fixed - VBA programming in Attachment code is not compatible with 64bit Excel.
9.2.211 (29-Apr-2019)
Fixed - Error in Bill Assignment Task DFF Valueset.
9.2.210 (24-Apr-2019)
Fixed - On uploading assets, asset Category segments with apostrophe gives error.
9.2.209 (15-Apr-2019)
Fix for failing to download Billing Assignments on Capital Projects.
Fix for incorrectly requiring an Amount and Percentage on update.
Fix for Billing Assignment upload continuing after DFF validation error.
9.2.208 (21-Mar-2019)
Fix for parameter error creating or updating a project on R11i.
9.2.207 (12-Mar-2019)
New Sheet and Wizard Mode LOV's are sorted alphabetically.
9.2.206 (11-Mar-2019)
Modified mode name 'Actions' to 'Deliverable Actions'. Changed template sheet name for Fin Percent Complete to Task Physical Percent Comp.
9.2.205.1 (27-Jun-2019)
Fixed - When downloading data with dates it flips around months to dates in some cases.
9.2.205 (04-Mar-2019)
Updated security.
9.2.204 (01-Mar-2019)
Fixed Deliverable Action form issues.
9.2.203 (27-Feb-2019)
Fixed issue with ability to use Projects SU Responsibility to add Deliverables.
9.2.202 (20-Feb-2019)
Fixed issue with Excel 64-bit on attachment upload.
9.2.201 (19-Feb-2019)
Fix bug in ribbon Wizard modes.
9.2.200 (14-Feb-2019)
Fixed error - Bill Group name must be declared.
9.2.199 (31-Jan-2019)
Asset loader was not stopping on detecting change in Project Number.
Performance improvement to Asset Assignments copy SQL.
9.2.198 (23-Jan-2019)
Internal fix.
9.2.197 (15-Jan-2019)
Add new available TC API.
9.2.196 (18-Dec-2018)
Performance enhancements for Project Asset Upload.
Fix for non-displayed KFF segment appearing in Assets form and download.
9.2.195 (12-Dec-2018)
Overwrite function security.
9.2.194 (05-Dec-2018)
Internal update.
9.2.193 (03-Dec-2018)
Updated security.
9.2.192 (28-Nov-2018)
Cell format to be Text for Asset Assignment section.
9.2.191 (21-Nov-2018)
Not able to create projects with different bill rate schedules than the bill rate schedule associated with the template being used.
9.2.190 (02-Nov-2018)
Mandatory fields on the Deliverable and Deliverable Action forms should be yellow.
9.2.189 (01-Nov-2018)
Updated security.
9.2.188 (23-Oct-2018)
Internal updates.
9.2.187 (10-Oct-2018)
Issue with Task Adj Incl on Std Invoice.
9.2.186 (10-Oct-2018)
Updated security.
9.2.185 (09-Oct-2018)
Wrong search button disabled on Tasks form.
9.2.184 (25-Sep-2018)
Added check to not allow download without privileges.
9.2.183 (25-Sep-2018)
Error with Clear Status Columns for each sheet.
Add same check for deliverable due date like deliverable action date.
9.2.182 (24-Sep-2018)
Convert ^ symbol to "N" under Task Adj Incl on Std Invoice column.
9.2.181 (24-Sep-2018)
'Application-defined or object-defined error' in downloading Deliverable Action Data.
9.2.180 (21-Sep-2018)
Issue with Due Date field column in Deliverable Action form.
9.2.179 (20-Sep-2018)
Convert ^ symbol to "N" under Allow Cross Charge column.
9.2.178 (20-Sep-2018)
Clear Status Column functionality added.
9.2.177 (17-Sep-2018)
Remove Deliverable Completion Date field from sheet and form. Deliverable status field on Deliverable forms should only be 'Not Started'.
9.2.176 (17-Sep-2018)
Blank lines inserting for tasks that have TC's.
9.2.175 (17-Sep-2018)
Size limit bug on DFF form.
9.2.174.1 (05-Oct-2018)
Fix for V9.2.174 - Correct default options for Create Options.
9.2.174 (12-Sep-2018)
Issue with customer enhancement. Length exceeds limit error for when uploading.
9.2.173 (11-Sep-2018)
Order of Deliverables Actions should be same as EBS. Issue when uploading tasks with alpha sort.
9.2.172 (06-Sep-2018)
Customer enhancement.
9.2.171 (06-Sep-2018)
Customer enhancement.
9.2.170 (04-Sep-2018)
Updated Security.
9.2.169 (04-Sep-2018)
Deliverable Action form for function 'Billing' the API throws error. Instead of throwing error it should give message like "This Action Function is not supported at the moment. Please contact More4Apps."
9.2.168 (31-Aug-2018)
When Deliverables are created Deliverable Type shows all types. In update mode it filtered on basis of selected type's DELIVERABLE_TYPE_CLASS_CODE.
9.2.167 (30-Aug-2018)
Deliverables Type query changed.
Fix for error 'fndGeneric.Get_Cached encountered a runtime error at line 40'.
9.2.166 (29-Aug-2018)
Fix for cursor jumping to row 10 in background in Excel 2013.
9.2.165 (27-Aug-2018)
Added forms for Deliverables and Deliverables Action sections.
9.2.164 (21-Aug-2018)
Passing Null value in Consolidated Billing Group.
9.2.163 (17-Aug-2018)
Fixed PL/SQL error in Uploaded selected task using 'Bulk Task Loader'.
9.2.162 (14-Aug-2018)
Fix for issue - On double-click before project, header form opens and error was showing up. PWColumnCompatibilty.ToggleOnSheet checks version of connected EBS. Added "If Not WebTestDB Then Exit Function" in Double_Click() to connect to EBS.
9.2.161 (14-Aug-2018)
Added Attachments to right click menu.
9.2.160 (13-Aug-2018)
Improved performance behaviour.
9.2.159 (09-Aug-2018)
'Consolidated Billing Group' field added to the Wizard for Oracle EBS 12.2.4 and beyond.
9.2.158 (08-Aug-2018)
Project Header form - Create an error in the field 'Opportunity Value' and this changes to red colour ie enter a letter instead of a number. Remove the letter and leave correct number values in the field - tab and the field stays red even though the value is correct.
9.2.157 (01-Aug-2018)
Addition of Retirement Target Asset column on sheet and Asset form.
9.2.156 (25-Jul-2018)
Fixed type mismatch error when clicking asset key search button on Asset form.
9.2.155 (13-Jul-2018)
Updated Security.
9.2.154 (13-Jul-2018)
Fixed fault in parent asset validation - non-existent parent asset values were being missed.
9.2.153 (30-Jun-2018)
Fixed problems with parent attribute dependencies in DFFs when the parent attribute has an ID based table validation set. The face value was being used instead of the ID causing invalid number errors in the SQL. It could also cause errors where no data was returned.
Standardised the method of handling parent attribute dependencies in DFFs between upload, download and the DFF form.
9.2.152 (15-Jun-2018)
Fixed Deliverable Actions double-click handler. Now displays "Sorry - no form yet." message, without going through validation preamble first. Looks like the form has been disabled some time in the past. Additionally, went through all the other double-click handler clauses in appMain.double_click to make the message consistent across other handlers that also no longer have a form to display.
9.2.151 (01-Jun-2018)
Fixed opportunity currency validation in.
9.2.150 (03-Apr-2018)
Fixed attachments not picking up project IDs on first attempt to upload from worksheet after having created attachment entries via attachments form.
9.2.149 (28-Mar-2018)
Fixed post-upload attachment not picking up attachments from projects with a status of ‘Updated’.
9.2.148 (26-Mar-2018)
Merged amends.
9.2.147 (26-Mar-2018)
Fixed incorrect version number.
9.2.146 (09-Mar-2018)
Merged 9.2.142, 143,144 back into trunk after discovering incorrect version of PW was committed to SVN. This merges all the features from 9.2.142 forward back into trunk.
9.2.145 (09-Mar-2018)
Amended Rule spreadsheet content - added missing columns from previous enhancements.
9.2.144 (05-Mar-2018)
Fixed Custom Query ribbon error.
9.2.143 (05-Mar-2018)
Added Progress Percent Complete field to Tasks form.
9.2.142 (02-Mar-2018)
Downloader upgraded.
9.2.141 (02-Mar-2018)
Updated Security.
9.2.140 (02-Mar-2018)
Added Task Fin Percent Complete and Task Fin As of Date fields to Tasks form.
9.2.139 (19-Feb-2018)
Internal fix.
9.2.138 (02-Feb-2018)
Fixed the issue where the sysadmin user is not able to access 'Maintain User'.
9.2.137 (31-Jan-2018)
Fixed Job Bill Rate Schedule LOV not populating relative to project job group.
9.2.136 (30-Jan-2018)
Fixed the issue where the sysadmin user is not able to access 'Maintain User'.
9.2.135 (26-Jan-2018)
Fixed worksheet template creation form not closing after select button has been clicked.
Added confirmation message box back in after creating a new worksheet.
9.2.134 (19-Jan-2018)
Template selection reflects sheet name.
9.2.133 (15-Jan-2018)
Updated Security.
9.2.132 (15-Jan-2018)
Fixed task-level adj std invoice error messages appearing in the project-level status column.
9.2.131 (15-Jan-2018)
Amended various warning/error messages in PW.
9.2.130 (12-Jan-2018)
Fixed Application-defined or object-defined error when delete projects from Key Members template.
9.2.129 (11-Jan-2018)
Fixed project upload failing when creating a new project under certain conditions.
9.2.128 (10-Jan-2018)
Amended UDA sample worksheet content.
9.2.127 (09-Jan-2018)
Internal enhancement.
9.2.126 (09-Jan-2018)
Fixed login error.
9.2.125 (09-Jan-2018)
Amended download limit warning message.
9.2.124 (08-Jan-2018)
Increased string size limit for download project number CSV list.
9.2.123 (03-Jan-2018)
Added UDA class category association search based on values on worksheet (when creating new projects).
9.2.122 (19-Dec-2017)
Internal enhancement.
9.2.121 (19-Dec-2017)
Fixed attachments processing going into infinite loop when range includes empty row at the top.
9.2.120 (15-Dec-2017)
Fixed minor formatting & content issues.
9.2.119 (15-Dec-2017)
Changed new sheet combobox to default to top item in list.
9.2.118 (14-Dec-2017)
Updated Security.
9.2.117 (14-Dec-2017)
Fixed Proj Attach Status column font not always being styled correctly.
9.2.116 (13-Dec-2017)
Fixed post-upload Attachment processing bug.
9.2.115 (12-Dec-2017)
Fixed attachment double-click endless-loop error.
9.2.114 (12-Dec-2017)
Amended attachment status to always return "Accepted" when a valid upload has been completed.
9.2.113 (11-Dec-2017)
Added project post-upload dialog giving the option to upload Attachments.
9.2.112 (08-Dec-2017)
Fix for Messages from 'Rules' sheet function overwriting each other.
Change 'Rules' sheet messages to display column letter rather than number.
Fix for Program requires to locate the relevant Project. Message appearing incorrectly when loading Template and Projects forms.
9.2.111 (05-Dec-2017)
Amended Setup sheet.
9.2.110 (24-Nov-2017)
Fixed the issue where the colour of status column was still in red when the validation was successful.
9.2.109 (24-Nov-2017)
Fixed the issue where only current selected line of attachment was uploaded when uploading all Attachments.
9.2.108 (23-Nov-2017)
Fixed "Key is already associated with an element of this collection" when using UDAs with the same project type and different case.
9.2.107 (23-Nov-2017)
Fixed the issue when uploading attachment with selecting discontinuous rows.
Made the Proj Attach Status column format consistent with other Status columns.
9.3.06 (12-Jul-2019)
Fixed - TC's status returns OK when TC are uploaded fine. When uploading more than one TC's with invalid dates, it only returns Error for last uploaded TC.
9.2.106 (20-Nov-2017)
Moved the Attachments form button to Forms ribbon menu.
Amended the tool tip for Upload Selected Attachments ribbon button.
Amended error message when trying to upload attachments to a non-existent project.
Amended error messages for missing required values on the Attachments form.
9.3.05 (10-Jul-2019)
Rule sheet logo changed.
9.2.105 (20-Nov-2017)
Removed redundant Expenditure ID error message.
Added validation to check if any required attachment columns are missing from the spreadsheet.
9.3.04 (01-Jul-2019)
Updated Security.
9.2.104 (09-Nov-2017)
Fix for overflow error occurring when searching for organization or populating organization combo box.
9.3.03 (27-Jun-2019)
Key Member Dates are not downloading in the same format as uploaded.
9.2.103 (08-Nov-2017)
Added Download tab.
9.3.02 (21-Jun-2019)
Attachment is using new color scheme for upload and validation.
9.2.102 (02-Nov-2017)
Security upgrade.
9.3.01 (17-Jun-2019)
Update customisation.
9.2.101 (01-Nov-2017)
Fix for occasional false-positive condition causing "You do not have permission..." error message.
9.3.00 (14-Jun-2019)
Internal Updates - Core and Menu Upgrade and License Key Checks.
Internal Enhancement - Color Scheme Rollout.
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.
9.2.100 (31-Oct-2017)
Fixed Project level UDAs not always being written back to the worksheet.
9.2.99 (24-Oct-2017)
Amended attachment upload-failed counter to count correct number of failed uploads.
9.2.98 (24-Oct-2017)
Amended attachment post upload message to include tally of any failed uploads.
9.2.97 (24-Oct-2017)
Added attachment post-upload message to display how many attachments were loaded.
9.2.96 (24-Oct-2017)
Amends to Transaction Controls rendering.
9.2.95 (18-Oct-2017)
Fixed multi-row Transaction Controls rendering incorrectly.
9.2.94 (16-Oct-2017)
Fix to allow UDA form to work with multi-row UDAs.
9.2.93 (13-Oct-2017)
Fixed issue with attachment search ignoring header rows that had missing ID values.
9.2.92 (13-Oct-2017)
Fixed Project Wizard setting a nonsense ID when values used for deriving Attachment ID value were empty. Caused a false positive in the core Attachments ID validation.
9.2.91 (11-Oct-2017)
Cleared Download form of cached Project Name and imported new AttchModel version that fixed an incorrect reference to PWAttchDefiningValues.
9.2.90 (11-Oct-2017)
Fixed Wizard add-in conflicting with other installed Excel add-ins.
9.2.89 (11-Oct-2017)
Fixed selected attachment upload functionality. Amended Proj Attach Status and Proj Attach Messages column fonts and colours.
9.2.88 (03-Oct-2017)
Added Attachments functionality at Project Header Level.
9.2.87 (28-Sep-2017)
Added Expected Approval Date column to Project Header.
9.2.86 (31-Aug-2017)
Removed Contact Names and Contact Type columns from the Wizard.
9.2.85 (24-Aug-2017)
Updated Security.
9.2.84 (11-Aug-2017)
Added Contact Name and Contact Type LOVs to Customers form.
9.2.83 (14-Jun-2017)
Fix to handle earlier versions pa_project_pub package with missing p_adj_on_std_inv parameter in add_task & load_task procedures.
9.2.82 (13-Jun-2017)
Updated Security.
9.2.81 (31-May-2017)
Repaired internal configuration sheet.
9.2.80 (09-May-2017)
Improved Task caching.
9.2.79 (04-May-2017)
Updated package information.
9.2.78 (04-May-2017)
Fix for task level IC labor/non-labor cross charge TP schedule values not uploading.
9.2.77 (01-May-2017)
Fix for Planning Quantity incorrectly being copied into Planning Raw Cost and Planning Burdened Cost columns during download.
9.2.76 (28-Apr-2017)
Fixed ribbon menu error.
9.2.75 (28-Apr-2017)
Fixed Billing Overrides status error when wizard is set in Update mode.
9.2.74 (06-Apr-2017)
Fix for Quick entry classifications validation.
9.2.73 (03-Apr-2017)
Updated Security.
9.2.72 (28-Mar-2017)
Workaround to Oracle bug added to prevent '^' value being loaded into 'Adj Incl on Std Invoice' at Task level.
9.2.71 (20-Mar-2017)
Updated setup sheet with new design.
9.2.70 (20-Mar-2017)
Improvements to error message layout and styling.
9.2.69 (17-Mar-2017)
Fixed task level billing schedule types not uploading correctly.
9.2.68 (16-Mar-2017)
Fixed tasks from crashing when billing schedule types columns are missing.
9.2.67 (16-Mar-2017)
Tasks form can be opened when double clicking on either task level labor or non labor schedule types columns.
9.2.66 (15-Mar-2017)
Improvements to task level billing schedules input form.
9.2.65 (13-Mar-2017)
Amended billing schedule validation.
9.2.64 (13-Mar-2017)
Amended handling of menu exclusion: Projects->Status->Change Project Status.
9.2.63 (13-Mar-2017)
Fixed regression in task level billing schedule validation.
9.2.62 (13-Mar-2017)
Amended tasks form schedules tab input fields to highlight which input fields are compulsory.
9.2.61 (08-Mar-2017)
Refactored task level billing/burden schedules validation.
9.2.60 (08-Mar-2017)
Fixed download SQL syntax error.
9.2.59 (07-Mar-2017)
Fixed task download regression, false errors reported when downloading projects with no billing schedules.
9.2.58 (07-Mar-2017)
Fixed task download regression.
9.2.57 (06-Mar-2017)
Fixed Download form runtime error when filtering by Key member.
9.2.56 (06-Mar-2017)
Added task level non-labor & labor billing schedule type columns. Improved billing schedule validation. Amended layout of tasks form schedules menu tab.
9.2.55 (03-Mar-2017)
Fix for error when uploading project customer detail.
9.2.54 (24-Feb-2017)
Now setting Language on Login: Language for the user is now being set from user's EBS preferences irrespective of what is chosen on the Browser Login page.
9.2.53 (23-Feb-2017)
Workaround added for serious Oracle fault in 12.2 affecting Top Task Customer billing.
Oracle has decided passing Yes to the 'Top Task Customer Flag' at project level is reason to reset all existing Top Task customers to the default customer. The workaround implemented in this version prevents this from happening.
9.2.52 (21-Feb-2017)
Fix for Customer validation incorrectly requiring Bill Split Percentage when Top Task Customer flag is set to Yes.
9.2.51 (21-Feb-2017)
Fix for temporary Task Name value loading into Task name on new projects. Bug was introduced in 9.2.31.
9.2.50 (13-Feb-2017)
Performance improvement to Task download. Removed join to Progress view if 'Task Progress Status' or 'As Of Date' columns are absent from the layout.
9.2.49 (10-Feb-2017)
Changes to Project section, Currency fields as follows:
- Remove Revenue Transaction Currency field from the form as not supported in the API.
- Disable fields when Multi Currency Billing is not enabled.
- Upload of conversion attributes was not working. Workarounds added for two Oracle bugs in the API.
9.2.48.7 (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.
9.2.48.2 (22-Feb-2017)
Fix for temporary Task Name value loading into Task Name on new Projects.
9.2.48 (26-Jan-2017)
Fixed SQL parsing error in Key Members form, when PW is set to 'Use Employee ID'.
9.2.47 (06-Jan-2017)
Updated Security.
9.2.46 (05-Jan-2017)
Fixed Customer LOV on Customer form not updating correctly.
9.2.45 (29-Dec-2016)
Fixed download error when using applying task number filter in combination with project name text box.
9.2.44 (28-Dec-2016)
Cleaned up settings 123 default values.
9.2.43 (28-Dec-2016)
Enabled updating of PA_TASKS retirement_cost_flag value when uploading a project.
9.2.42 (19-Dec-2016)
Fix for error 'Resorting Task Display Sequence - The date you entered is outside the project effective date range' message.
9.2.41 (19-Dec-2016)
Removed Submit Proj Structure Updates LOV from Tasks ribbon menu.
9.2.40 (18-Dec-2016)
Re-instate unsupported method of publishing workplan and running WBS structure updates for selected customers running into the Oracle SAVEPOINT bug.
9.2.39 (16-Dec-2016)
Commented out Submit Structure Updates as this is redundant.
Re-enabled Progress Percent Complete for upload during Task upload.
Enable Progress download if only the Percent Complete column exists.
9.2.38 (16-Dec-2016)
Fixed Resources LOV not updating sheet.
9.2.37 (15-Dec-2016)
Merged changes to fix Task delete error.
9.2.36 (15-Dec-2016)
Added calls to Publish Workplan and Submit Structure Updates after Task Progress upload.
9.2.35 (15-Dec-2016)
Merged changes to appAssignments module.
9.2.34 (13-Dec-2016)
Fixed Column '19' missing error message popping up.
9.2.33 (12-Dec-2016)
Fixed settings menu ribbon again.
9.2.32 (12-Dec-2016)
Updated Project Header and Classification column comments.
9.2.31 (09-Dec-2016)
Changes to Task downloader to increase efficiency.
Fix for Bulk Task loader API reading from the Task Name parameter not the Long Task Name parameter when versioning enabled and new Task added.
9.2.30 (12-Dec-2016)
Fixed settings ribbon menu not appearing.
9.2.29 (09-Dec-2016)
Updated Security.
9.2.28 (07-Dec-2016)
Fixed server error message appearing when downloading and have selected either 'Use Employee ID' or 'Employee Number' from setup ribbon.
9.2.27 (02-Dec-2016)
Updated Project Number column header cell comment in Customer Template sheet.
9.2.26 (02-Dec-2016)
Updated Project Number column header cell comment.
9.2.25 (01-Dec-2016)
Fixed vague warning message appearing when trying to open tasks form with no project name column present on the sheet.
9.2.24 (22-Nov-2016)
Fixed warning message incorrectly appearing when opening Project Header form ‘after’ opening first having opened the Tasks form.
9.2.23 (18-Nov-2016)
Fixed intermittent runtime error on Download form when Clear button is clicked.
9.2.22 (17-Nov-2016)
Fixed Download form runtime error when attempting to download.
9.2.21 (16-Nov-2016)
Resized Download form to better fit smaller resolution screens.
9.2.20 (15-Nov-2016)
Fix for incorrectly rejecting Billing Overrides containing a Discount Percentage. Was not enforcing implementation options setting making Rate/Discount reason mandatory.
9.2.19 (09-Nov-2016)
Fix for error in 'Intercompany Tax Receiving Task' upload.
Further performance improvements to Task downloader.
9.2.18 (02-Oct-2016)
Fix for Task Organization validation error message not being written to Task Error column.
9.2.17 (01-Oct-2016)
Performance improvement to Tasks download when Financial % Complete and Billing schedule columns not relevant.
9.2.16 (17-Oct-2016)
Added Package Information version log.
9.2.15 (14-Oct-2016)
Fixed classification message boxes incorrectly appearing when double clicking on Asset Assignments columns.
9.2.14 (06-Oct-2016)
Fixed error from appearing when no project number column is present on the worksheet and the user has double clicked on a cell.
9.2.13 (05-Oct-2016)
Updated Security.
9.2.12 (29-Sep-2016)
Fixed error where LOV was set to wrong colour when clear button was pressed on download form.
9.2.11 (29-Sep-2016)
Fixed billing overrides download menu button toggling.
Improved validation when downloading projects associated with multiple key members.
Fixed new sheet template LOV being populated with duplicate values.
9.2.10 (26-Sep-2016)
Fix for Download form error when selecting multiple key members and Include End-Dated Key Members checkbox is unchecked.
9.2.09 (21-Sep-2016)
Fix for Task form error when new Task level IC columns removed.
9.2.08 (16-Sep-2016)
Multiple key members can be selected for download.
Fix for Project form error when new IC columns removed.
Fix for 'Long Task Name' mandatory message when column removed and value is not mandatory.
9.2.07 (15-Apr-2016)
Bug fix for 12.2 'Adj Incl on Std Invoice' functionality was not enabled.
Suppress Project Structure updates running on R12 for each Task Update.
9.2.06 (02-Sep-2016)
Added option to Refresh Workplan Rates after Planning Resource upload.
Fixes for Range select on Planning Resource upload not working correctly and Upload All Planning Resources option only processing first row.
9.2.05 (29-Aug-2016)
Fix for Billing Assignment columns populated incorrectly by the API on record creation.
9.2.04 (25-Aug-2016)
Added option to prevent non-QE Classifications being added to new or existing projects.
9.2.03 (05-Jul-2016)
Added 'Prompt each time' option to Publish Workplan LOV on Tasks and Program Links toolbars.
Fix for Task Name error when loading new Tasks when workplan versioning enabled and no published version exists.
9.2.02 (12-Jul-2016)
Added Top Task Customer LOV to Tasks form.
Added Sub-menu to select billing override types for download.
Added extra IC cross charge column functionality.
Fix for Download of Billing Assignment DFFs not working.
Fix for Currency codes not being populated in new Billing Assignments created by the Wizard.
Fix for Download form.
9.2.01 (06-Jul-2016)
Fix for Long Task Name downloading into Task Name for non-published Tasks in draft Workplan version.
Changes to Task uploader to better handle missing Task Name/Long Task Name values.
9.2.00 (17-Jun-2016)
Added Billing Assignments functionality. API is not supported so it must be turned on using a profile option.
Fix for error messages relating to invalid Task level Cross Charge schedules appearing in the wrong column.
Fix for failure to load numbers containing decimal places when EBS users' NLS settings are in European format.
Reset counter before deleting Transaction Controls.
9.1.19 (31-May-2016)
Improved messages for users selecting the wrong upload option on the main toolbar.
9.1.18 (18-Apr-2016)
Added Task Physical Percent Complete mode to the Ribbon and right click menu.
Task Physical Percent Complete upload moved to its own toolbar mode.
Performance improvement in Task Progress upload.
Fix for failure to re-sort Tasks when workplan versioning enabled.
Fix for error message on download form when no Classifications are defined.
New Template sheets for Financial Percent Complete and Task Progress added.
Fix for problem loading Dates into DFF attributes when European languages used on the PC.
‘F/CAST HOURS’ column removed from Transaction Controls form.
Customer search criteria added to Download form.
Workaround added for failure of AMG to process ‘Auto Release PWP Invoices’ flag when creating new projects.
Fix for skipping row if Customer Number column is blank.
9.1.17 (13-Apr-2016)
Fix for Row 10 always being highlighted when certain forms loaded.
Fix for bug when copying Classifications from Source Project or Template.
9.1.16 (12-Apr-2016)
Added column 'Invoice Currency Code' to Customers section.
9.1.15 (05-Apr-2016)
Added field on Tasks form to show Next Available Progress Dates.
Added 'Planning Raw Cost', 'Planning Burdened Cost', 'Raw Cost Rate', and 'Burdened Cost Rate' columns to Resources section.
9.1.14 (18-Mar-2016)
New column in Project Header section - 'Capital Interest Stop Date'.
New columns in Customers section - 'Receiver Project' and 'Receiver Task'.
Added call to LOAD_STRUCTURE API in order to avoid "The structure version id is invalid" message when copying Tasks from Source.
Bug fix - prevent optional flexfield segments in form appearing yellow when they should be white.
Switch to API PA_TASK_ASSIGNMENTS_PUB for Resource Assignments Create, Update, and Delete functionality.
9.1.13 (17-Mar-2016)
Customisation for customer. Call custom procedure to copy a Project level DFF attribute to the Task Service Type Code (uses the API).
9.1.12 (16-Mar-2016)
Bug fix - Job Assignment Overrides section was not allowing a blank Job where the Title was provided.
9.1.11 (14-Mar-2016)
Added column 'Auto Release PWP Invoices' to Project section.
9.1.10 (11-Mar-2016)
Fix to prevent Application.OnTime errors when the workbook opens.
9.1.09 (27-Feb-2016)
Fix for Misc tab on Project form not displaying if only the 'Adj Incl on Std Invoice' column exists in the section.
Workaround added for Oracle bug incorrectly setting 'Adj Incl on Std Invoice' flag on the Project to 'None' when the column is not loaded.
9.1.08 (23-Feb-2016)
Fix for Copy Tasks function was not defaulting Start and End Dates from the new project into missing dates in the Tasks WBS.
9.1.07 (15-Feb-2016)
Mods to better support Partially-Shared Structures.
Functionality change - If the Class Code on a row is blank, ignore the Classification record.
9.1.06 (10-Feb-2016)
Support 'PRI' Primary Relationship Code for Project Customers.
9.1.05 (09-Feb-2016)
'Labor Multiplier' column added to Bill Rate Overrides supporting new Create, Update, Delete operations for Labor Multipliers.
9.1.04 (03-Feb-2016)
Fix for error trying to update Billing Title Override records because of a value in the Discount Percentage column.
9.1.03 (26-Jan-2016)
Fix for Delete button on the Tasks Progress mode being hidden.
9.1.02 (25-Jan-2016)
Fix for error trying to load Discount Percentage on Billing Title Overrides, which is invalid.
9.1.01 (20-Jan-2016)
Fix for validation of Customer Contact Name in R12.
9.1.00 (08-Jan-2016)
Quick Agreements functionality supported. New profile options must be set to enable this:
- More4Apps: PW Create Funding for Quick Agreements
- More4Apps: PW Baseline Funding
Copy Tasks from Template option MUST be set to Yes if Funding level on the Template is Top Task.
9.0.73 (23-Dec-2015)
9.0.73 23/12/15
Message title fix for mandatory 'Local' DFF column errors.
Fix for SQL error when using certain Task download criteria options.
9.0.72 (07-Dec-2015)
Fix for error message appearing during download when no status columns are on the layout.
Added 'Task Progress Status' column for Progress upload.
Defaulted As-Of-Date to today's date for Progress upload if user leaves blank.
Made 'Task Progress Status' mandatory for Progress uploads.
9.0.71 (06-Dec-2015)
Added Uploader for Workplan Task Progress. Columns are:
- Task Status
- As Of Date
- Task Sch Start Date
- Task Sch Finish Date
- Task Est Start Date
- Task Est Finish Date
- Task Actual Start Date
- Task Actual Finish Date
- ETC Effort
- Percent complete
- Planned Effort
9.0.70 (04-Dec-2015)
Added Tasks Progress Mode to the Ribbon and Right Click menu.
9.0.69 (03-Dec-2015)
Prevent Task download query from erroring when there are no Structure Versions in existence on the Project.
9.0.68 (16-Nov-2015)
Add 'Fin Percent Complete' and 'As Of Date' columns to Task section. Only uploaded by the Direct Task Loader mode currently.
9.0.67 (15-Nov-2015)
Fix for SQL error when using Task Status as criteria in Workplan download.
9.0.66 (06-Oct-2015)
Prevent negative rates in Billing Overrides from being uploaded.
9.0.65 (18-Sep-2015)
Changed wording on the ribbon Upload all based on the mode, and Upload all for the selected project based on the mode.
9.0.64 (02-Sep-2015)
Fix for Parent segments in KFF or DFF using optional '.ID' syntax to refer to hidden value column.
Fix for PL/SQL bug when loading Task UDAs.
Fix for Planning Resources form incorrectly writing to the row containing the Project Number instead of the selected row.
Expanded Cox Communications' customisation for DFF Context default to incorporate the Project header (was only Tasks).
9.0.63 (02-Sep-2015)
Fix for Asset Assignment errors caused by not re-initialising command block after upload.
9.0.62 (01-Sep-2015)
Fix for error message "ORA-06502: PL/SQL: numeric or value error: character string buffer too small in Package PA_PROJECT_ASSETS_PUB Procedure update_project_asset"
which is received when updating Assets that contain an Asset Reference value > 60 characters long.
9.0.61 (24-Aug-2015)
On the Project form, Status field showed red for a new Project.
On the Classifications form, the Class Category LOV was empty the first time the form was loaded.
Added rib.invalidate to Post_Login_Events to refresh the ribbon when logging in.
Added functionality so that the ribbon mode list and the right click menu changes depending on profiles when logging in.
9.0.60 (10-Aug-2015)
Set parameter in update_Project call to prevent database locks being set.
This is a temporary mod - need to test for the parameter first before adding this in case the API doesn't contain the parameter.
9.0.59 (25-Jun-2015)
Upload Selected Assignments function was only processing the first row.
9.0.58 (17-Jun-2015)
Create and Added the Ribbon.
Moved the Create Template Button into the Forms Tab on the Ribbon.
Turned off Error Handling.
Linked Debug Upload Buttons on the ribbon to the New Debug Functions in fndXMLHTTP.
Changed Calls from Debug Upload Buttons to use the Public Functions rather than the Public Subs in fndXMLHTTP.
Moved Download via Form onto its own button.
9.0.57 (29-Apr-2015)
Profile option 'More4Apps: PW Prevent Percent Complete > 100' added to prevent the Task Percent Completion percentage from exceeding 100%
Fix for Non-Labor Bill Rate Organisation not being uploaded at Project and Task levels causing mismatch between Org and Schedule
9.0.56 (28-Apr-2015)
Fix for delays in Task download due to incorrectly searching for Task related items such as Resource Assignments when none exist
Fix for toolbars re-generating after login
Added handler for possible intermittent no_data_found message when creating new projects
Disabled customisation preventing customer from modifying the project Organisation
The Code Percentage column for Classifications was not working when loading decimals in European number formats
9.0.55 (17-Apr-2015)
Fix for minor bug in Project form. Was not showing existing value of Project Status as valid
9.0.54 (15-Apr-2015)
Added new section for Cost Code assignments. This supports the Cost Breakdown Structure (CBS) released in 12.2
9.0.53 (07-Apr-2015)
Workaround added for Task Parent information disappearing when re-sorting the WBS in 12.2
9.0.52 (01-Apr-2015)
Fix for error in version 9.0.51 when creating new projects
9.0.51 (27-Mar-2015)
Added profile option 'More4Apps: PW Commit each Task loaded using Direct Loader' to allow control over commit parameter in the Add/Update Task API
Added profile option 'More4Apps: PW Allow the Project level Job Bill Rate Schedule to be blank'
Internal only - Re-write of project upload to avoid the ecup and ecup2 wrapper procedures in the Project Wizard database package
9.0.50 (12-Mar-2015)
Add check for Classifications not adding to 100% where required as AMG is not performing this validation
Added Task ETC Source to copy of Tasks from Template
9.0.49 (27-Feb-2015)
Display non-displayed DFF attributes on DFF form as information. Support non-displayed DFF attributes being parents of dependant attributes
9.0.48 (24-Feb-2015)
Added fix for KFF delimiter contained in flexfield segment value to upload and form Download was already done
9.0.47 (11-Feb-2015)
Disable Function security check for Status change when creating new projects
9.0.46 (19-Jan-2015)
Fix for old prefixs on Rowids incorrectly returning to spreadsheet after adding new Billing Override records (from 9.0.44 enhancement)
Fix for missing 'OVR Type' values in Task level Override download (from 9.0.44 enhancement)
9.0.45 (19-Jan-2015)
Fix for Delete function also requiring to validate the new OVR Type column before deleting records
9.0.44 (22-Dec-2014)
Added new mandatory column 'OVR Type' column to remove confusion over the various combinations of columns in the various Billing Override types
Job Assignment and Billing Title overrides were not included in the Delete function
9.0.43 (12-Dec-2014)
Fix for overflow error in Billing Overrides form due to number of entries in LOV exceeding integer size limit
Added form field substitution for :GLOBAL.XX_KNAW_PROJECT_ID
9.0.42 (10-Dec-2014)
End Dates in Billing Overrides were not being cleared
9.0.41 (27-Nov-2014)
Added support for Project Level Localization DFFs. Requires specific code for each localization. NL localization added
'Resource Assignments' form title changed to 'Planning Resources'
Check added to Project form to warn user if changing the Project Status and the Status change workflow is in progress
Respect all six function security exclusions for Project Statuses in upload validation and form
9.0.40 (19-Nov-2014)
Support System Status Codes in Next Allowable Project Statuses
Removed 'Purged' Status codes from form LOV and upload validation
Mod to NR customisation to pass Parent Task IDs into LOAD_TASK although they should not be required
Removing the Task Type column was incorrectly preventing the upload of Task UDAs when uploading using the Project toolbar
9.0.39 (14-Nov-2014)
Added Calendar column per the 'Additional Information' form at Project level
9.0.38 (20-Oct-2014)
Change to Project download to avoid duplicates caused by Non-Labor Bill Rate Schedules in certain circumstances
Fix for VBA syntax error in Task extension call
9.0.37 (15-Oct-2014)
Minor fix for Project validation messages appearing on the wrong row in certain circumstances
Performance improvement when downloading. This is significant for large numbers of Tasks
Enabled Task UDA upload to operate independently of Task uploads via public macros. Toolbar options to come
9.0.36 (08-Oct-2014)
UDA upload was initializing the load counter values, meaning the totals for Projects, Tasks etc uploaded were incorrectly set to zero
Fix for SQL error when loading the Projects form or uploading a new Project
Task Manager parameter was incorrect - was attempting to load the name, not the ID
Program Links create and delete operations were possibly not correctly setting the APIs' 'p_structure_type' parameters when in 'Show Parent Links' mode
9.0.35 (20-Sep-2014)
Disabled some new columns only applicable for family pack M while testing for family pack L
Fix for failure in Validate_Tasks procedure when ETC Source column exists and Service Type Code column has been deleted
9.0.34 (10-Sep-2014)
Fix for Planning Resources not being downloaded when Workplan Structure not shared
9.0.33 (05-Sep-2014)
Fix for Tasks DFF form incorrectly reverting the top row of the project over top of the current row when clicking the Cancel button
Uploading a single Project was not firing the custom macro handler for Pre Project Upload
9.0.32 (04-Sep-2014)
Change to Custom Macro Callouts to abort upload and download operations if a False is returned from the custom function
9.0.31 (20-Aug-2014)
Replaced check for Adj on Inv columns with Bug number check
Fix for Invalid Table error when validating Customer Contact in R12
9.0.30 (05-Aug-2014)
Added substitutions for forms personalizations for the Project DFF Context and Attribute4
Fix for 'Date-Effective Funds Consumption' mod in 9.0.26. API was not defaulting value so changed program to provide it
Upgraded to core code 208.14 for SSO login fixes and custom callout macros enabled in Excel Addins
Fix for Task Manager causing Task extension package error
9.0.29 (01-Aug-2014)
Switch to public API pa_project_pub.change_structure_status for publishing workplans now that the Oracle bug has been patched
Fix for not closing login page after login on some Single Signon sites (Case - Core 208.11)
9.0.28 (18-Dec-2014)
Fix for incorrect rejection of Bill Rate schedules when the associated 'Org' column is missing from the layout
Add function security check to control setting of Project Status to 'Approved'
Changed Classifications download criteria to accommodate Class Category selected with no Class Code selected
9.0.27 (15-Jul-2014)
EBS 12.2 Fix for SQL errors caused by table based validation sets
Added 'ETC Source' column to Tasks section
Fix bug in Tasks form - The row the form loaded on was always the same row as the Project
9.0.26 (14-Jul-2014)
Make Bill Split value optional for projects with 'Date-Effective Funds Consumption' enabled
9.0.25 (01-Jul-2014)
Added 'Customize your LOVs' entry for Projects
9.0.24.3 (06-Nov-2014)
Fix for handling long columns in EBS 12.1
9.0.24.1 (17-Jul-2014)
Fix for Descriptive Flexfield for 12.2
9.0.24 (03-Jun-2014)
Stop Task UDA error from appearing on upload when there are no Tasks on the layout
Default Project level DFF attributes were appearing on the Task row when loading Tasks rather than the Project row
Options added to Task search criteria in download form:
- Parent Task Number
- WBS level (equals)
- Chargeable Flag
- Service Type
- Work Type
- Task Start Date = (use YYYYMMDD format)
- Task Start Date > (use YYYYMMDD format)
- Task Start Date < (use YYYYMMDD format) – Task End Date = (use YYYYMMDD format) – Task End Date > (use YYYYMMDD format)
- Task End Date < (use YYYYMMDD format)
9.0.23 (29-May-2014)
‘Adj Incl on Std Invoice’ column made available for all Contract projects at both Project and Task level regardless of setting for Customer at Top Task level
9.0.22 (28-May-2014)
Download performance enhancement – Task downloader no longer queries the database when there are no UDA attributes attached to the Task
9.0.21 (21-May-2014)
Task UDA uploader was using the single-execute method. This caused cursor problems in very large uploads
9.0.20 (18-May-2014)
Multi-row UDA groups now supported at Project and Task level, including both Bulk and Direct modes for the Task loader
9.0.19 (12-May-2014)
Moved Accept and Cancel buttons on Tasks form so they are available from all tabs
9.0.18 (08-May-2014)
Added Project level column ‘Adj Incl on Std Invoice’
Added support for form field: TASKS.TASK.MANAGER_NAME in Descriptive Flexfield value sets
9.0.17 (05-May-2014)
Added Task level column ‘Task Adj Incl on Std Invoice’
9.0.16 (30-Apr-2014)
Project download excluding expired Key Member records was excluding Key Member records starting in the future
9.0.15 (23-Apr-2014)
Mod to 9.0.12 – Support for usage of form fields in subqueries needed to be added to DFF Form
9.0.14 (15-Apr-2014)
Added columns ‘Asset Cost Allocation Method’, ‘Event Processing Method’, and ‘Top Task Customer Flag’ to the Project section
9.0.13 (14-Apr-2014)
Upload all Tasks for Selected Project function modified to handle multiple Projects
9.0.12 (09-Apr-2014)
Fix for Non-Labor Resource failing validation when uploading Billing Overrides
Fix for error loading Resource Assignments when no published workplan version exists
Fix for Status columns not being updated when loading Actions or Deliverable Assignments
Added call to Publish Draft Workplan after Copy Tasks process completed, provided the Publish option is selected on the Tasks toolbar
Added support for usage of form fields in subqueries entered in the ‘Table Name’ in DFF Value Sets
Added Publish function to Task deleter when versioning enabled and Publish option selected on Tasks toolbar
Task deleter was not correctly deleting Tasks when structures shared and versioning enabled
Fix for only one Project being downloaded when selecting Program Links (Parent view)
9.0.11 (08-Apr-2014)
Classifications form fields substitutions caused SQL error for non-numeric attribute values
9.0.10 (24-Mar-2014)
Fixed bug in project load in R11i caused by 9.0.08 change
9.0.09 (20-Mar-2014)
Added support for Reference field: PROJECT_FOLDER.PROJECT_TYPE_MIR in DFF setup
Prevent missing mandatory Project level DFF attributes stopping Task uploads
Fixed Task re-sort problem when versioning enabled but no baselined version identified
9.0.08 (03-Mar-2014)
Enhancement to Bill Rate Schedules (at project level only) allows change from Burden Schedules to Bill Rate Schedules and vice versa for R12 only
Fix for PL/SQL error when uploading Classifications
For General Dynamics. Added support for DFF Form field ‘:PROJECT_FOLDER.CARRYING_OUT_ORGANIZATION_ID’
Re-wrote Program Links calls to use PA_PROJECT_PUB API rather than PA_PROJ_STRUCTURE_PUB
Fix for download not returning Program Links in certain circumstances
9.0.07 (26-Feb-2014)
Re-designed options for Re-sorting the WBS after new Tasks created. Options now on Tasks toolbar. No profile options involved
9.0.06 (24-Feb-2014)
Double-clicking in Task Location, Task Customer Number, and Task Customer Name columns was not raising Task data entry form
Task Location was not downloading for non-Contract projects
9.0.05 (20-Feb-2014)
Fix for problem with default start date in Transaction Controls
9.0.04 (14-Feb-2014)
Fix for Customer Bill Split percentage not accepting numbers with decimal places
9.0.03 (03-Feb-2014)
Profile option ‘More4Apps: PW Allow missing Project Level DFFs on project creation’ added to let uses create new projects with missing mandatory DFF attributes
9.0.02 (17-Jan-2014)
Updates were being allowed when Cross Project Profile options ‘View’ enabled but ‘Update’ disabled
9.0.01 (13-Dec-2013)
Tests added to prevent MS-Word 2010+ AutoCorrect characters (which are non-ASCII) from being loaded
This is controlled by new profile option ‘More4Apps: PW Allow MS-Word 2010+ autocorrect characters’
Server side tests added to prevent Project and Task Numbers, Names, and Descriptions from exceeding the maximum allowed byte length
Added test after project creation for new structure version id. Perform 5 attempts with 2 second delay between until successful, otherwise reject
Done Project, and ADD/UPDATE and Load_task. Need to do for strings in other sections, like Assets, and DFFs
9.0.00 (03-Dec-2013)
Fix for non-ascii characters causing PL/SQL commands to exceed size constraints
Classifications form now excludes Class Categories not applicable for the relevant Project Type
Fix for error in re-sort process when there are mandatory DFF segments
When downloading Tasks only populate Task Name from the Financial Structure
8.9.98 (27-Nov-2013)
Added database level validation to prevent multi-byte characters exceeding maximum column lengths
Classifications validation was not considering Class Categories that were restricted by Project Type
8.9.97 (22-Nov-2013)
Added call to delete planning options prior to deleting the project. Rolls back completely if both operations do not work
Fix for ^ character appearing in DFF columns during download when DFF not defined
8.9.96 (14-Nov-2013)
Task downloader was not downloading Tasks in the Draft workplan version not already in the Financial Structure
8.9.95 (07-Nov-2013)
Options for creating Customers from different sources were not working properly
Fix for SQL error in client’s customisation for Tasks DFFs
8.9.94 (29-Oct-2013)
Transaction Controls error messages were still popping up after option selected to suppress them
8.9.93 (24-Oct-2013)
Fix for array error checking Next Allowable Status
Fixed Rate column not updating in Non-Labor Bill Rate and Discount Overrides
8.9.92 (14-Oct-2013)
‘Status Change Comment’ column added. This value will be loaded against the Status Change record if you change the Project Status
8.9.91 (14-Sep-2013)
fnd_global.user_id used when creating Project Wizard Product Source rather than 1
8.9.90 (06-Sep-2013)
Key Member security check was not checking the Key Member record’s effective date range
Key Member security check was not preventing updates when necessary
8.9.89 (16-Aug-2013)
‘Task Location’ and ‘Task Allow Capital Interest’ columns added
New checkbox ‘Only include this Class Category/Classification’ provided on download form to limit Classifications downloaded
Customization added for client to require Task Attr9 if Attr8 provided for a certain context
8.9.88 (26-Jul-2013)
Project Statuses with flagged ‘None’ for Next Allowable Status were not appearing in the Status LOV or validation
Control preventing Status from being changed when the Status is marked as not allowing change was not working
Internal mod – merged Get_Proj_BaseInfo and Check_Project_ID
Changed Program Links API from pa_project_pub to pa_proj_structure_pub due to bug preventing links being loaded against summary Tasks
Fix for Program links not downloading when showing Parent Links
Message about locked workplans during publish attempt was not giving options to suppress further messages
Double-clicking the Project Currency column was not loading the Project form
Accommodate warning message from the API when creating Program Links
Fix for Tasks not being cached properly in certain circumstances while validating program links
Program Links operations now include both Working and Published workplan versions
To be consistent with the Oracle form, turn on the Program flag if the user attempts to link a Project to it
8.9.87 (21-Jul-2013)
Role List caching was only correct for the 1st Project Type setup used. This caused an incorrect error message in Key Member validation
Key Member Role error changed to accommodate different data formats in Template Quick Entry records
Removed constraint to only allow Program Links on bottom level Tasks
8.9.86 (25-Jun-2013)
Fixed problem with DFF form when double-clicking on UDA columns at Task level
Incorporate Job Group into validation of Job Bill Rate Schedule
Change Get_CCID, Get Delimeter, and all others calling M4APS_XML via ProcessProcedure to ProcessBlockData method
8.9.85 (17-Jun-2013)
Fixed error when uploading if ‘Deliv Assignment’ column deleted from Tasks section
Task WBS re-sort functionality changed. You used to Supress the sort with this Profile Option; More4Apps: PW Suppress Task Re-sort after new Tasks added. This is now removed due to Oracle patches that get the order right, and you can enable sort with this new profile option ‘More4Apps: PW Perform Task Re-sort after new Tasks added’
If sort is NOT enabled, you may use the Bulk Task loader to load subsets of Tasks into the WBS and the WBS will NOT be re-sorted
If sort is enabled, you may only use the Bulk Task loader to load ALL Tasks in the WBS. The WBS will be ordered according to the order on the sheet
8.9.84 (04-Jun-2013)
Workaround added for failure of Projects API to process billing schedule parameters when creating the new project (DISABLED – fix no good)
8.9.83 (23-May-2013)
Added back “p_commit” parameter in Direct Task API call to address self-locking problem
Added LOV to Tasks toolbar to control option to submit Process Structure Updates concurrent program after Task creation
Allow Financial Structure Tasks to be downloaded in Workplan display sequence when Financial and Workplan structures are shared
8.9.82 (17-May-2013)
Added profile option ‘More4Apps: PW Use Segments rather than Aliases for KFFs when downloading’
Stop Asset download from doubling up prior to Family Pack L
End-to-End database trace option added to Setup toolbar
8.9.81 (14-May-2013)
Added support for Title overrides to Billing Overrides functionality
Fix for error when logging in using Alternative Login method for R11i
8.9.80 (07-May-2013)
Redesigned Task downloader to minimise use of PM view as the data in these can be unreliable
Solution added for session expired problem in very large downloads
Removed “commit” parameter in Direct Task API call
8.9.79 (26-Apr-2013)
Added column ‘Task Invoice Method’. Warning – AMG respects the Project Type control over these. The Oracle form does not
8.9.78 (22-Apr-2013)
Fix for Customer load not working properly in certain circumstances
8.9.77 (17-Apr-2013)
Timeout solution added for downloads. Requires Servlet or Shared package version dated 17-Apr-2013 or later
Added fix for Structure Version ID error message still occurring in certain circumstances when using Direct Task Loader mode
8.9.76 (22-Mar-2013)
Profile option added to allow site to limit usage to responsibilities attached to the Projects Application
8.9.75 (25-Feb-2013)
Allow Resources form to operate prior to creation of new Project
Fix for no records appearing in Output Tax list of values
Stop completion message showing 1 Project Updated when only loading Tasks
New timeout form added to handle Apache webserver timeouts
8.9.74 (25-Feb-2013)
Allow Resources form to operate prior to creation of new Project
Fix for Error in UDA DFF form at project level introduced in 8.9.71
8.9.73 (21-Feb-2013)
Change to person search to include Employee Number as well as Full Name when search executes
8.9.72 (18-Feb-2013)
Program Links LOV for Projects was not looking across operating units
Fix to Employee Search LOV to prevent error when more than 32,767 records returned from search
8.9.71 (06-Feb-2013)
Usability improvement to Template form. Was not allowing you to select the search result when only 1 result returned
Removed Process Structure Updates options from Tasks toolbar
Fix for Assignments form icon not displaying/hiding when display option for Assets Assignments changed
The following Profile Options have been implemented to allow functionality to be controlled:
- More4Apps: PW Disable Assets functionality
- More4Apps: PW Disable Asset Assignments functionality
- More4Apps: PW Disable Actions functionality
- More4Apps: PW Disable Deliverables functionality
- More4Apps: PW Disable Deliverable Assignments functionality
- More4Apps: PW Disable Resource Assignments functionality
- More4Apps: PW Disable Program Links functionality
- More4Apps: PW Disable all Workplan functionality
Profile option ‘More4Apps:PW Asset Assignments Preference’ added to allow setting of a specific presentation option
Requirement to have at least one classification when creating a new project supported (client specific)
Requirement to remove Code Percentage field completely from Classifications form (client specific)
Requirement to default Task DFF Context to Project DFF Context (client specific)
8.9.70 (29-Jan-2013)
Fix for failure message when using the Bulk Task loader when the upload was in fact successful
Suppress tabs on Project form when no fields on the tab are enabled
Prevent Employee searches returning more than 10,000 records
8.9.69 (25-Jan-2013)
Fix for form crash when no combinations found in Key Flexfield form
Prevent Create/Update mode check from stopping Project DFF form loading
Fix for mandatory Project DFFs allowed to be blank
Performance improvement in Tasks download
8.9.68 (18-Jan-2013)
Fixed up the Tabbing order in ‘frmProject’ (client specific)
8.9.67 (14-Jan-2013)
Fix for rejection of Parent Asset on upload
Added commit to ADD and UPDATE tasks in direct loader mode
8.9.66 (11-Jan-2013)
Default Class Category in Classifications form if there is only one entry to choose from
Default Class Code in Classifications form if there is only one entry to choose from after the Category is selected
Change to Project Status update customisation (client specific)
8.9.65 (07-Jan-2013)
Added column ‘Project currency’
Altered Task download to use main Tasks table to get the Parent Task Number because pa_struct_tasks_amg_view was found to be unreliable for the Financial Structure
Pass null values to Task start and completion dates otherwise they inherit the Project or parent task values
Suppress Publish job when versioning not enabled and suppress process structure updates job when the workplan is not
8.9.64 (19-Dec-2012)
Add support for DFF context reference value PROJECT-FOLDER.CREATED-FROM-PROJECT-ID
Fix for Type Mismatch message after Task upload using direct Task loader
Allow Bulk Task Uploader mode to operate for selected rows upload option when Workplan is not enabled
Fixes to Task delete function to stop it revalidating Project for each Task and resetting message display option
Change to better display errors during Bulk Task upload
8.9.63 (13-Dec-2012)
Stop publishing workplan when maintaining Tasks on Project Templates
Fix for SQL error when validating parent asset (in Check_Parent_Failed in Assets module)
8.9.62 (11-Dec-2012)
Fix for feedback error when creating Tasks on an empty project using the Direct Task Loader
8.9.61 (27-Nov-2012)
Fix to prevent a download error when a disabled DFF segment still contains a value
This is a stop-gap. Need to stop the segment from containing a value in the first place
8.9.60 (22-Nov-2012)
Fix to avoid Structure Version error when loading Tasks
8.9.59 (22-Nov-2012)
Added in search buttons for the Organization fields on the Download, Task and Project Forms. Search button hides itself depending on how many Organizations are found in the database.
Added new module ‘app Organizations’ which contains most of the code used for this search button
8.9.58 (16-Nov-2012)
UDAs added support for dependent table based segments
8.9.57 (15-Nov-2012)
Enhanced Delete Project feature to accommodate a range or selection rather than just a single project
Fix for compile error on Excel 64 bit
8.9.56 (08-Nov-2012)
Added override for Project Types
8.9.55 (08-Nov-2012)
The following columns have been added to the Project Header section for Bill Currency setup:
- Invoice by Bill Transaction Currency
- Invoice Processing
- Project Curr Rate Type
- Project Curr Exchange Rate
- Project Curr Rate Date Type
- Project Curr Exchange Date<
8.9.54 (31-Oct-2012)
Added support to form field: CLASS-CODE
8.9.53 (12-Oct-2012)
Added Support for form field: TASKS.SERVICE-TYPE-M
8.9.52 (12-Oct-2012)
UDA changed to accommodate date time fields. Previously it would remove the time component
8.9.51 (12-Oct-2012)
UDA change. A UDA Column header format now: Group Display Name: Attribute Name
Fixed UDA download bug at task level
8.9.50 (09-Oct-2012)
Minor change to load_project re p_scheduled_finish_date, p_description, p_cc_tax_task_id parameters
Added values to the Updating parameter in calls to PUDAGs. Validate to pass the create/update mode of the Project or Task
Add Project Currency to upload when creating a new project because this is incorrectly defaulted by AMG to the Operating Unit currency
Fix to Classifications load to allow the change of Class Code on Classifications copied from the Template (All in Load_PClass)
Fix to Validate_TC in appTcontrols – was not defaulting start date properly due to isEmpty rather than isBlank returning the wrong result for
Fix to Validate_Classifications to enable the Add Class Code column when creating new projects
Mod to Get_Customer_Data to make sure any Top Task Default Customer is downloaded first
8.9.49 (27-Sep-2012)
Change to RUP4 fix to accommodate differences between R12 and R11i API versions
8.9.48 (25-Sep-2012)
Improvements to Template validation. Expired Templates are not allowed but new Projects based on a Project created from such a template are allowed
This doesn’t really make sense but it matches the Oracle form
Suppress Project Structure Updates call is only for Adding not Updating Tasks
Bug fix for scenario where a parent DFF segment is based on a table validated value set. Affects download only
8.9.47 (24-Sep-2012)
Performance fix for RUP4. Use new parameter to prevent multiple calls by Oracle API to initiate project structure updates
8.9.46 (18-Sep-2012)
Fix to RunChunks to stop type mismatch errors when task download exceeds maximum size of integer
8.9.45 (06-Sep-2012)
Set the value of p_gen_etc_source_code in the Tasks loaders to FINANCIAL-PLAN as the API defaults this incorrectly for shared financial structures
Updated Common modules to 202
8.9.44 (06-Sep-2012)
Changes to validate_flexfield. Validate_Segments_Values and ValidateAndUpdateUDAGroup for client
Further work is required but it will get client past their immediate problem
Change to DFF form to allow UDA check boxes to be displayed on form
8.9.43 (31-Aug-2012)
Added profile option ‘More4Apps:PW Suppress Task Re-sort after upload’
8.9.42 (22-Aug-2012)
Added support for Job Bill Rate Overrides
Discount reason was not being uploaded when updating existing Bill Rate Overrides
Found conditions on validation of Job were too strict
8.9.41 (08-Aug-2012)
Added Cross Charge columns at Task level
8.9.40 (06-Aug-2012)
Added Job LOV to Overrides for Job Assignment. Add Data and Group validation to Job selection
8.9.39 (02-Aug-2012)
Added validation to prevent date range overlap in Transaction Controls
Discount was not being uploaded in non-Labor Bill Rate overrides
8.9.38 (02-Jul-2012)
Added project creation copy options for Deliverables, Deliverable Assignments and Actions
Performance fix for Probability Percentage download
(01-Aug-2012) Added validation for prevent date range overlap in Billing Overrides
8.9.37 (25-Jun-2012)
Default ‘Primary’ for any Customers with this column left blank or column is missing
8.9.36 (04-Jul-2012)
Added support for Class Code and Class Category Associations
Added support for Translatable Text Attributes
8.9.35 (22-Jun-2012)
Added 4 columns to Project section, all relating to Cross Charge
Process Labor Cross Charge
Labor Cross Charge TP Schedule
Process Non Labor Cross Charge
Non Labor Cross Charge TP Schedule
These are supported in a new tab on the Project header form
Added Allow Cross Charge to the Project header form. There was already a column in the layout for this
Bugfix for no Capital Interest Schedules appearing in the Form LOV
8.9.34 (20-Jun-2012)
Added 4 columns to Customers section: Bill Customer Number, Bill Customer Name, Ship Customer Number, Ship Customer Name
8.9.33 (13-May-2012)
Transaction Controls and Bill Rate Overrides now require to be specifically enabled using new profile options. To install these please run the ‘Reinstall_ProfileOptions’ macro
Prior to this the functionality was enabled by default and could be turned off. The old ‘Disable’ profile options are still checked in case they are in use
Deliverable Action Name validation changed from 240 characters to 100
Obsolete ‘Data’ Type value sets in DFF segments supported. Was rejecting on upload if cell showed 11 characters and DFF segment length was set to 9
New columns added – Project Level: Source Product, Source Reference. Task Level: Task Source Product, Task Source Reference
8.9.32 (11-May-2012)
Changed install of Product to loop through all installed and enabled languages
An error in project creation was not being returned properly when Project level DFFs are also loaded
Don’t bother publishing – Stop loading blank values for context sensitive segments that aren’t relevant to the context being uploaded
Enabled multi-row selection when deleting Project Assets
Copy Deliverables, Deliverable Assignments and Actions functions added when creating new projects
8.9.31 (02-May-2012)
Was setting shared structure parameter to Yes when bulk-loading Tasks even when the structures are not shared
Allow upload of Customers on Capital projects to be consistent with the Oracle form
8.9.30 (04-Apr-2012)
Handle PROJECT_FOLDER in front of identified Project Context references
8.9.29 (27-Mar-2012)
Retrieve Tasks DFFs when downloading Financial Structure rather than Workplan DFFs
Downloaded Workplan DFFs were incorrectly being processed using Tasks DFF configuration
Change to test for existence of p_tasks_dff parameter in Tasks API
8.9.28 (12-Mar-2012)
Fix for incorrect LOV for Output Tax Code
Fix for an error caching Burden schedules prior to PA.M
8.9.27 (08-Mar-2012)
Fix for Classifications download being duplicated
8.9.26 (06-Mar-2012)
Updated for better multi-org handling when changing Responsibility and/or Operating Unit via the About form
8.9.25 (27-Feb-2012)
New buttons on About form, Instance shown on status bar and forms. Fix color bug in URL setup and Help forms
Fix for Transaction Control upload continuing after validation fails because of Create/Update Mode error
Fix for upload counters not resetting from prior upload when using Upload All Transaction Controls on Sheet function
8.9.24 (13-Feb-2012)
Change made to avoid an erroneous Oracle error message about the billing contribution percentage when we are not changing the contribution percentage
8.9.23 (06-Feb-2012)
Copy Contacts routine was incorrectly operating on new project creation when option set to load Customers from the sheet
Assets loader was not starting from correct row from Project Upload when no Assets exist on the Project
8.9.22 (01-Feb-2012)
Fix for Assets not being processed by main Project uploader when its a new project and create option set to copy Tasks from Template
8.9.21 (25-Jan-2012)
Fix for Discount Percentage and Discount Reason not updating in Bill Rate Overrides
8.9.20 (09-Jan-2012)
Fix when loading Tasks using Bulk Loader mode for error messages not being returned to the spreadsheet and status incorrectly being set to “Loaded” or “Updated”
Added performance improvement noticeable when loading large numbers of Tasks
Program Links form title was incorrect when showing links to Parent programs
Child Program Links were not downloading when Workplan structure was not enabled
8.9.19 (06-Jan-2012)
Fixed bug in Tasks download when Task Customer columns exist
8.9.18 (10-Dec-2011)
Fixed bug in download form when querying Key Member role without a Key Member
8.9.17 (08-Dec-2011)
Added Planned Effort and Planned Work Qty columns to Workplan section
8.9.16 (06-Dec-2011)
More work on download and upload validation for Employee/Job/Non-Labor Bill rate Schedules. Removed all six Operating Unit columns as they are not necessary
Refresh Task cache after Task upload to prevent Task validation errors during processing of subsequent sections
8.9.15 (30-Nov-2011)
New option to choose Draft or Published Workplan version when downloading
New option to publish Workplan after WBS update
Alphabetic sort enabled for downloading non-shared or unpublished Workplan versions. Requires package update
Reject upload when using Add Class Code column and the API does not contain the feature
Reject upload when trying to set Customer Default Flag to Yes when Project is not enabled for Top Task billing
Fix for ‘Program requires to locate relevant project’ message when uploading all Transaction Controls on worksheet
Fix for ‘Cannot run the macro …!Upload_Selected_Asset’ message when uploading a selected Asset
8.9.14 (11-Nov-2011)
Modifications to use of Structure Version and Type parameters when loading Tasks to avoid structure errors in certain circumstances
Task level Bill Rate Org and Operating Unit were not downloading properly for releases prior to family pack M
Task DFFs not downloading properly when workplan shared
8.9.13 (05-Nov-2011)
Fix to Classifications DFF loader required when Classification rejected by API
Fix for Type Mismatch error when updating a project and Copy Tasks from Source option turned on
Fix for ‘Invalid use of null’ message when opening DFFs form. This was caused by new Classifications DFF functionality
Fix for Tasks DFF columns not being set when loading Tasks DFF form
Fix for Tasks form and Task upload error in Family Pack L caused by a column not present in that release
Prevent Program Links, Deliverables, Actions, Resource functions from operating prior to Family Pack M
8.9.12 (29-Oct-2011)
Fix to 8.9.09 bug re Project Type
Added support for :CLASS.CLASS_CATEGORY and :CLASS.CLASS_CODE form block fields to Classifications DFF functionality
8.9.11 (27-Oct-2011)
Fix to Classifications upload for error loading DFF values
8.9.10 (26-Oct-2011)
Fix for Update/Create Rules function not operating properly for Tasks DFFs
8.9.09 (18-Oct-2011)
Fix for Network Rail customization. Was not retrieving Project Type when using Tasks toolbar and an R12 specific
Fix for failure to update existing classifications. Was adding new ones if multi-code allowed
8.9.08 (17-Oct-2011)
Support Context defaults in Classifications and added support for form field :class.project_id
8.9.07 (14-Sep-2011)
Support for Classifications DFFs added. This uses an internal procedure as the public API does not contain the functionality
8.9.06 (12-Sep-2011)
New option to Process Program Links upwards as well as downwards. Also option to publish Workplans after Upload/Delete Link operations
8.9.05 (26-Sep-2011)
Fix for message using “Upload All Assets for Selected Project” icon. Error message was “The macro Upload_All_Assets cannot be found”
Fix for “Program requires to locate the relevant Project’” message when creating/updating a project, caused by the Transaction Controls section
8.9.04 (08-Sep-2011)
Allowed Customer download to work for Indirect Customers, prevent Customer upload for Capital Projects
Fix to Reference column value for new Deliverables
Renamed Sub Projects to Program Links
Fixed a problem in the Program Links form when the Project is new
8.9.03 (07-Sep-2011)
Fix for incorrect size constraint when loading new Deliverables
8.9.02 (05-Sep-2011)
Fix for failure to validate Employee Name when it contains a trailing space
8.9.01 (31-Aug-2011)
Section added to support multiple Project Customers incl Bill-To & Ship-To addresses, Bill Split percentage, Relationship. Only from Family Pack M
8.8.84 (24-Aug-2011)
Fix for problem when closing Key Flexfield combinations form caused by new Splash form
Updated Key Flexfield form for R12 segment LOV security
8.8.83 (22-Aug-2011)
Asset upload count was not showing after upload using ‘All Assets on Sheet’ option
8.8.82 (11-Aug-2011)
Stop Resource Assignments form from loading when a valid Project or Template cannot be determined
8.8.81 (08-Aug-2011)
Message stack was not initializing for each Task in Direct update mode. This caused the message to overflow the size limit
Prevent error when validating ETC Effort and Percent Complete columns on older PA patch levels
Fix error when creating Actions with a Name longer than 25 characters
8.8.80 (01-Aug-2011)
Improvement to performance of Project Asset download
Fix for Asset and Asset Assignment upload counters resetting after each project
8.8.79 (29-Jul-2011)
Fix for program trying to load from row 9 when no data exists for Actions, Transaction Controls, Deliverables
Stop Assets and Asset Assignments loaded message appearing for each project when processing multiple projects
8.8.78 (28-Jul-2011)
Deliverable Actions were not loading when using the main upload
8.8.77 (26-Jul-2011)
Bug fix for the Tasks DFF parameter not being recognised – only affected version 8.8.76
8.8.76 (13-Jul-2011)
Added section for Deliverable Actions
Organization and Operating Unit columns added for each Bill Rate Schedule at Project and Task levels. 12 new columns in total
Fix for ^ character incorrectly writing into DFF segment columns on download after uploading
Added DFF and wbs_level columns to re-order procedure to avoid DFF processing error
8.8.75 (20-Jun-2011)
Changed view used for Customers when downloading for performance reasons
New sections added for Deliverables and Deliverable Assignments
Allow for no default currency when loading Bill Rate Overrides
Bill Rate Override currency was not being loaded in certain circumstances and was not included in the update at all
8.8.74 (10-Jun-2011)
Added support for Context Reference PROJECT_TYPE_CLASS_CODE
8.8.73 (08-Jun-2011)
Fix to SQL error when downloading Bill Rate overrides
8.8.72 (27-May-2011)
Added Team Template column (Pending testing on newer API as Update does not work)
8.8.71 (26-May-2011)
Copy Transaction Controls procedure was not operating except for Capital Projects
Fix to Copy Tasks procedure where there are multiple structure versions on the source Project
8.8.70 (19-May-2011)
Assets and Assignments were not loading from main toolbar when Project uploaded
Fix for fault in messaging for new Intercompany Tax column update
Fix inability to use copy/paste buffer on PC while Wizard is uploading
8.8.69 (18-May-2011)
Test for AMG version before passing Task attributes 11-15
Fix for incorrectly passing p_tasks_dff parameter in early R12 versions
8.8.68 (11-May-2011)
Added Transfer Pricing Schedule columns to Copy Tasks from Source feature
8.8.67 (11-May-2011)
Pass default number to Task Org ID instead of null when copying Tasks from Source Project/Template
Added Burden and Bill Rate Schedules to Copy Tasks from Source feature
8.8.66 (10-May-2011)
Correct bug when using Project toolbar to upload projects. If there are no Tasks the other sections were not loading anything
8.8.65 (06-May-2011)
Correct bug in Task validation when certain workplan columns removed
8.8.64 (18-Apr-2011)
Added column ‘Intercompany Tax Receiving Task’. Update is done after the upload is completed due to the need to get a Task value for loading into the Project header
Improved technique for copying hidden Template sheets
8.8.63 (14-Apr-2011)
Re-enabled Financial_Task_Flag column when loading from the spreadsheet or copying from Source Project or Template
Fix for Subscript out of Range error cause by DFF module update on 6-Apr
Removed separate licensing for Asset and Asset Assignments functionality
8.8.62 (11-Apr-2011)
Added fix for large Task uploads (in Bulk mode only) failing on infrastructure versions dated 15-Feb-2009 and earlier
8.8.61 (06-Apr-2011)
Changed MIN start date to MAX start date for selection of employee record for downloading
Changed DFF module to query profile options while running the SQL rather than perform a substitution with the separately queried value
8.8.60 (04-Apr-2011)
Added ‘Output Tax Code’ column
8.8.59 (04-Apr-2011)
Bill Rate Schedule LOV may have been incorrect in R12 due to multi-org changes
8.8.58 (28-Mar-2011)
Fixed problem loading Percentage based Classifications when Oracle bugfix 6780834 installed
Made better fix for contingent workers permanent
8.8.57 (21-Mar-2011)
Fixed Opportunity and Priority columns accidentally disabled in version 8.8.55
8.8.56 (18-Mar-2011)
Fixed Type Mismatch message introduced in 8.8.55
8.8.55 (15-Mar-2011)
Task Type criteria added to download form
Login performance improvements added
Disable screen refreshing during download – this is a considerable performance improvement in Excel 2007+
8.8.54 (22-Feb-2011)
Performance improvement to all section downloads where joins to HR Employees are required. Also applies to the search on the Download form
Fix for Debug/Trace option not working
8.8.53 (10-Feb-2011)
Change Copy tasks option on Project creation to avoid full-WBS error
Upgraded package to fix Trial Counter option not working in R12
8.8.52 (07-Jan-2011)
Fixed fault in Person validation affecting scenarios where multiple employees have the same name
Warning/Error message from Task validation extension was reversed
8.8.51 (04-Jan-2011)
Replaced Task level Bill Rate Schedule IDs with Names for download prior to PA.M
Mod to Task validation extension to compensate for LLNL customization
8.8.50 (22-Dec-2010)
Bug fix in Task download SQL
8.8.49 (17-Dec-2010)
Added tests for Contract and Capital projects to avoid unnecessary joins during download Bug fix. Was failing to add last section to large upload command
8.8.48 (16-Dec-2010)
Fix to initialization for Planning Resources module for Budget Version ID. Better mechanism employed for determining existence of p_tasks_dff parameter in Tasks APIs Distinguish between updating and adding planning resource assignments when reporting upload status. Added DFFs to WBS re-sort procedure to avoid API error
8.8.47 (23-Nov-2010)
Planning Resources section added. Supports – Create, Download, Delete, Update operations. Works on draft work plan version only when versioning enabled 07/12/10
Reorganized toolbars to reduce the number of them
Split Assets and assignments into separate toolbars
Removed Show/Hide options from all but Setup toolbar
8.8.46 (10-Nov-2010)
Paste button added to Download form for Project List field to workaround carriage returns not working in windows paste function
8.8.45 (09-Nov-2010)
Key Member Customization added for KPMG
8.8.44 (03-Nov-2010)
Substitution added for Bull SAS for WBS Level
8.8.43 (21-Oct-2010)
Fix for Bulk Task Loader not working for child Task
8.8.42 (18-Oct-2010)
Added call to M4APS_PW_EXTENSION validation package and profile option ‘More4Apps: PW Call Validation Extension’ to control use of the new feature 19/10/10
Burden Schedule cache was not re-initializing on change of operating unit
8.8.41 (15-Oct-2010)
Date type DFF segments were not downloading into the sheet using the PC’s local date format
Expenditure Type was not loading into Transaction Controls form
Delete Assignment button was activating Delete Asset function
Enhanced Delete Assignment function to allow multiple row selection
Corrections to Asset Assignment template sheet
Not all fields were disabling on Assets form when Asset found to be Capitalized
8.8.40 (14-Oct-2010)
Client specific customization to prevent the Wizard from preferring the Context default over the Reference field
8.8.38 (06-Oct-2010)
Fix for bug in 8.8.30. Was not loading Project level customer from spreadsheet
8.8.37 (27-Sep-2010)
Added support for TEMPLATE_FLAG project level DFF Reference
8.8.36 (23-Sep-2010)
Added Allow Cross Charge columns at Project and Task level
8.8.35 (20-Sep-2010)
Improvement to SQL for downloading Sub Project links
Set UDAs to null when updating and cell value is blank
8.8.34 (16-Sep-2010)
Debugging extended to cover session context and R12 Orgs lOVs and all SQL/PLSQL calls
8.8.33 (14-Sep-2010)
Project level UDAs were not being loaded
8.8.32 (13-Sep-2010)
Fix to Bulk Task loader mode for R12
8.8.31 (10-Sep-2010)
Fix for UDA download
8.8.30 (29-Aug-2010)
Added code to copy Customers from Source Project. Will NOT work if the customers are duplicated on the Project Template
Copy Tasks procedure was not working on some older instances due to Oracle bug affecting Parent reference in child Tasks. Workaround added
Copy Contacts procedure added. Will NOT work if the customer contacts are duplicated on the Project Template
Delete Project function was not checking for login status before commencing
8.8.29 (18-Aug-2010)
Added Invoice Method and Customer columns to Copy Tasks procedure
Project Form. Logic reports error on Name > 30 chars only once per string now
8.8.28 (15-Jul-2010)
Fix added for conditional formatting bug in Excel 2007
8.8.27 (13-Jul-2010)
Stop passing Task scheduled dates when workplan not enabled
8.8.26 (12-Jul-2010)
Add DFF Context defaulting for client
Updated handling for Worksheet Protection. Now can use any password provided it is set using the new form on the Setup toolbar
8.8.25 (07-Jul-2010)
Only turn on Workplan DFFs if the workplan is enabled, otherwise use the Financial structure DFFs
Change Responsibility button added to About form
8.8.24 (22-Jun-2010)
Fix for error messaging in UDA module
Turn off DFF control for LLNL as Rules sheet supercedes this
8.8.23 (16-Jun-2010)
Task Status download criteria was not working when filtering projects
Most of the Task filter conditions were incorrectly operating on Projects rather than Tasks
8.8.22 (10-Jun-2010)
Fix for SQL error when validating Template
8.8.21 (03-Jun-2010)
Added option to include or exclude non-active Employees in forms and upload validation
8.8.20 (25-May-2010)
Hide at startup option caused toolbar creation to be skipped
Fix to allow copy/paste between sheets to work. You still cannot do a copy/insert columns or copy/insert rows
8.8.19 (19-May-2010)
Fix for bug in Copy Classifications procedure
8.8.18 (06-May-2010)
Fix for Protection problem in Excel 2000
Improved messaging for installation problems
Fix Asset Form button on toolbar which was duplicating the Show/Hide Template sheets function
8.8.17 (06-May-2010)
Project number validation was interfering with a client specific customisation
8.8.16 (04-May-2010)
Prevent Project Status update while approval workflow is in progress
8.8.15 (18-Apr-2010)
Customisation – Disable re-sort for (customer)
8.8.14 (18-Apr-2010)
Right click menus and labeled Add-in toolbars changed to not completely refresh each time a drop down is selected
8.8.13 (09-Apr-2010)
Right click menus and labeled Add-in toolbars updated
8.8.12 (23-Mar-2010)
Trim cell values before validation to stop cells containing a single space from being validated
8.8.11 (18-Mar-2010)
Allow expired employees in Key Members LOV
8.8.10 (17-Mar-2010)
Fixed bug in Aliases SQL on Assets form
8.8.09 (08-Mar-2010)
Asset Assignments were not being downloaded if the Display option was set to “Show with the Task”
8.8.08 (07-Mar-2010)
Workplan Descriptive Flexfield set to use PA_PROJ_ELEM_VER_SCH_DESC_FLEX configuration rather than PA_TASKS_DESC_FLEX for non-shared workplan structures
8.8.07 (06-Mar-2010)
Transaction Controls toolbar Display/Hide options were mixed up with those for the Bill Rate Overrides toolbar
8.8.06 (04-Mar-2010)
Toolbars were not displaying/hiding appropriately on creation of new sheet from template
Fix Application or Object defined error when uploading Asset Assignments
Fix for error when establishing Set of Books ID in R12 for Assets module
8.8.05 (26-Feb-2010)
Remove non-active employees from form LOVs/upload validation
8.8.04 (22-Feb-2010)
Fix for scenario where there are no records in Bill Rate Schedules
8.8.03 (09-Feb-2010)
Remove dependency on Asset Category from Asset Book Type
Completed R12 Multi-Org fixes
8.8.02 (16-Jan-2010)
Allow for protection on Rules sheet. Protection must not be passworded
8.8.01 (05-Jan-2010)
Was checking the wrong KFF view to see if Asset Category defined
Mod to Reinstall_ProfileOptions macro to allow run by non-named user
8.8.00 (29-Dec-2009)
New simpler connection method
8.7.08 (17-Dec-2009)
Customer search on Project form now includes Customer Number as well as Name
8.7.07 (09-Dec-2009)
Added ‘Allow Capital Interest’ and ‘Capital Interest Schedule’ columns. Applicable from PA.L
Prevent ^ character caused by AMG bug from being downloaded from DFF segments
8.7.06 (08-Dec-2009)
Fix for Task download prior to PA.M
Fix for UDA download bug introduced in last version – 8.7.05
8.7.05 (04-Dec-2009)
Multiple Template sheets supported. Users can now define unlimited Template sheets. 5 sample Templates provided
Tool now ignores hidden columns in forms and during the upload. The download function will still populate hidden columns
PRIMAIR relationship code supported (Netherlands)
Task schedule columns required to be added to the “Rules” sheet
8.7.04 (27-Nov-2009)
Optional Key Member ID column added to uniquely identify Employee when names are duplicated
Optional Task Manager ID column added to uniquely identify Employee when names are duplicated
Optional Assigned To Person ID column added to uniquely identify Employee when names are duplicated
Stop Tasks, Key Members, Transaction Controls, and Assets from being downloaded more than once for duplicates caused by employee name changes
8.7.03 (24-Nov-2009)
7 new Site/Responsibility/user level profile options added to allow control over the various delete functions
Fixed fault in Get_Aliases procedure
8.7.02 (23-Nov-2009)
Fix for Structure version not being retrieved for Direct Task Loader after new project created
8.7.01 (19-Nov-2009)
Task Scheduled dates defaulted to Task Start and Completion dates to prevent AMG from copying these back over the Task and Project dates
8.7.00 (16-Nov-2009)
Licence model altered to prevent use of the tool for non-named users except for About form functions
8.6.14 (13-Nov-2009)
Fix for Customer download SQL not valid in FP-K
Fix for attempt to retrieve structure version ID in FP.K using FP.M procedure calls
Financial Structure download was picking up Workplan DFF values
Performance improvement in UDA downloads
8.6.13 (05-Nov-2009)
Stop SV2.GET_KEYSTRUCT message occurring. This happened once only if a single Asset was uploaded directly after the login
Support use of delimiter character in Key Flexfield segments
8.6.12 (05-Nov-2009)
Stop Key Member from being downloaded more than once for name changes
8.6.11 (03-Nov-2009)
Use Working structure version for uploading Tasks into rather than latest published version. Applies to both Workplan and Financial structures
Added message to prevent use of the selected Task upload when in the Bulk Task loader mode
Bill Rates Overrides toolbar display was not respecting Show/Hide setting
8.6.10 (30-Oct-2009)
Support :PROJECT_FOLDER.OPERATING_UNIT_MIR Context Reference
8.6.09 (29-Oct-2009)
Prevent Subprojects download prior to Family Pack M
8.6.08 (27-Oct-2009)
Fixed SITE_USE_CODE error in SQL for Project Download
8.6.07 (23-Oct-2009)
Added column Source Reference
8.6.06 (22-Oct-2009)
Fix for Task upload messaging bug introduced in 8.6.04
Fix to call to LOAD_STRUCTURE using incorrect Structure Type in certain circumstances
Disable Task level DFF upload for (customer)
8.6.05 (15-Oct-2009)
Added error handling for UDA Groups with Duplicate Attribute form prompts.
8.6.04 (08-Oct-2009)
Fix to check for ‘Open Integration Toolkit Functions Menu’ SubMenu to use logged in Application ID not 275
Mod to Task level DFF uploader to not pass values that are not changing on Task update
Customisation for (Customer) added to allow Task DFF 1,2,6 updates only if existing value is null
8.6.03 (06-Oct-2009)
Classifications were not being passed during Project update due to fault in version 8.6.00
Improvements to handle versioning in both Workplan and Financial Structure
8.6.02 (02-Oct-2009)
Simplify use of Direct and Bulk Task Loader options. For the Bulk loader, you now MUST always pass the entire WBS from Family Pack M onwards
This allows the Display order of the Tasks in the worksheet to become the new Display sequence in the HTML forms
When adding new Tasks using using the Direct Task loader, an alphabetical re-sort is done to set the Display sequence
8.6.01 (29-Sep-2009)
Fix in messaging required from 8.5.00
Performance improvement to download to avoid Workplan Structure subquery when not required
Change Workplan subquery to use functions in package PA_PROJECT_STRUCTURE_UTILS
8.6.00 (23-Sep-2009)
Design change to Classifications upload to accommodate scenarios where there are Classifications on the Template
8.5.01 (21-Sep-2009)
Stop downloading Percent Complete and Task Effort values if columns are removed. This prevents error when no such columns in the AMG view
Altered Right-Click menu to only show menus applicable to the active sheet
8.5.00 (01-Sep-2009)
Added section for Employee and Non-Labor Bill Rate Overrides
Fix for Customer download for PA.K
Hide toolbar when toolbar not applicable to worksheet. Reverse when applicable again
Fix for Date conversion error message not appearing in correct error column except in Project section
8.4.09 (10-Aug-2009)
Re-Sort Financial Structure for HTML forms after using Bulk uploader mode to create Tasks
Project Status from last download was not being cleared before upload
Better sort facility added for Task Download/Re-sort. Only available for XML package body 5.1.19 or greater
Fix for Long Task Name being downloaded instead of Task Name (bug in Oracle view pa_struct_task_wbs_v) Bug affects Project Wizard versions from 8.4.01
8.4.08 (06-Aug-2009)
Added Task level Schedule Discount and Discount Reason columns
Fix for Service Type Code download of Code not Name
8.4.07 (04-Aug-2009)
Use more efficient SQL to determine latest Structure Version ID for Workplans
8.4.06 (03-Aug-2009)
Added Task Manager criteria to download form
8.4.05 (30-Jul-2009)
Fix to DFF upload for older Date type attributes
Completed DFF upload for Classifications but no parameters in the API! So turned off again
8.4.04 (29-Jul-2009)
Added substitution for :TASKS.TASK_ID in Descriptive Flexfields
8.4.03 (21-Jul-2009)
Fix for the Key Members and Tasks forms truncating leading zeros from Employee Numbers
Stop enforcing mandatory Project Level DFF segments on project creation to be consistent with Oracle form
‘Yes’ value in new column ‘Add Class Code’ allows the Wizard to add Classifications instead of updating any existing ones, which is the default behavior when an existing record with the same Class Category is detected. This is only relevant for Class Categories that are allowed multiple times on a project
Fix to Project header form to stop Accept button being disabled
Added ‘Indented Task Number’ column. Only populates on download
8.4.02 (16-Jul-2009)
Improvements to Task downloader
8.4.01 (25-Jun-2009)
Allow Task loader block to continue if any individual Tasks fail – affects Direct Task Loader mode only
Added Percent Complete and Estimated Effort To Complete (ETC)to Workplan download
Major rebuild of Task downloader to better handle Workplan and Financial Structures
Complete implementation of Bill Rate Schedules at Project and Task level
Add controls for Next Allowable Status as AMG does not include this
Add error message to prevent upload attempt of Workplan Tasks when the Workplan structure is shared with the Financial Structure
Fix to mandatory message for Classifications
8.4.00 (18-Jun-2009)
New option to load non-shared or partially shared Workplans
New columns added to Task section, Task Status, Task Duration, Task Sch Finish Date, Task Est Start Date, Task Est Finish Date, Task Actual Start Date, Task Actual Finish Date, ETC Effort, Percent Complete
Added feature to preserve clipboard when loading data entry forms
8.3.56 (04-Jun-2009)
A blank “Project Limit to Txn Ctrls” column was setting the value to No when it should be ignored
Mod to customisation for customer
Use hr_employees to download employee names from PA.M and pa_employees for PA.L and before for performance reasons
Add fix for file size explosion problem in Excel 2007
8.3.55 (28-May-2009)
New option on download form allowing end-dated Classifications to be included or excluded
Fix for Employee ID being downloaded in Task Level Transaction Controls when Task Manager column deleted
Change view used for downloading Employees from hr_employees to pa_employees
Uploading a range of Tasks caused the cache to be refreshed between Tasks
8.3.54 (21-May-2009)
Optional Employee ID column added to Transaction controls section to uniquely identify Employee when names are duplicated
8.3.53 (29-Apr-2009)
Allow for Workplan type ordering in Financial Structure from PA.M RUP4
8.3.52 (14-Apr-2009)
Added filter for Transaction Controls. Can apply to Task downloader
Removed Mandatory Tag Name customisation for (customer)
8.3.51 (08-Apr-2009)
Changed downloaders for Transaction Control, Task Manager, Key Member, Asset assigned person to include non-active Employees
8.3.50 (02-Apr-2009)
Removed control stopping Key Member load if not listed in Template Quick Entry from PA.M
Task Level UDAs were not loading for new Tasks
New Rule validation enhancement was incorrectly erroring Project upload
8.3.49 (31-Mar-2009)
Added support for Reference Field :PROJECT_FOLDER.PROJECT_TYPE_CLASS_CODE
Added DB Trace option to Setup toolbar
Problems could arise on 2nd and subsequent use of Task loader because of upload variables not initialised
8.3.48 (23-Mar-2009)
Transaction Controls form Enhancement to allow selection of Expenditure Type from the full LOV when no Expenditure Category selected
Fix to Error handler for Task loader
8.3.47 (16-Mar-2009)
Fix for WBS structure order for Task download not working in PA.L
8.3.46 (12-Mar-2009)
Added new Rules feature allowing administrators to exclude fields from Crate/Update
8.3.45 (25-Feb-2009)
Turned off Set Global Info error message as does not seem required any more
8.3.44 (21-Feb-2009)
Check new Project Reference value to ensure uniqueness for auto-numbered projects
8.3.43 (13-Feb-2009)
Customization added – extra custom Task level DFF attributes for General Dynamics
8.3.42 (10-Feb-2009)
Added new UDAs attribute information and changed download to cater for attributes without value sets
Lack of value sets in date type UDA attributes were causing an error in downloads
Added new public macro “Show_All_Project_Wizard_Toolbars” to show hidden toolbars – necessary for Excel 2007
8.3.41 (05-Feb-2009)
Modified task level UDAs to accept project_type as a context
Fix to DFF validation to handle scenario where OR clause in table validated value set SQL returns multiple values
Change to Quick Entry error messages to avoid Prompt field which can be misleading
UDAs – made change so attributes without values sets don’t fail on upload
The UDA attributes spreadsheet column references were not being updated
Added reset of column references. Previous column references were being retained when the columns were removed from the spreadsheet
Stopped validation occurring on attributes that were not on the spreadsheet
8.3.40 (02-Feb-2009)
Customer was not being download if relationship type <> PRIMARY
Project level Bill Rate Schedule error messages were being written into the Task error column
8.3.39 (29-Jan-2009)
Change to structure version mod in last version
8.3.38 (27-Jan-2009)
Enable Range select feature to skip gaps in the selected range
Stop Tasks being duplicated in the downloaded when multiple structure versions exist
Minor fixes for form behavior when validating Employees on form load
8.3.37 (24-Jan-2009)
Turn off Template Quick Entry check for Classifications from PA.M
8.3.36 (15-Jan-2009)
Fix for download not working on PA.K or before
Fix to About and Activation key forms for v4 infrastructure
8.3.35 (13-Jan-2009)
Remove UNION statement failing in certain installations
8.3.34 (08-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
Mod to Network Rail customisation. No need to use custom DFF workaround for Top level Tasks
WIP – Fix to Network Rail customisation. Cannot use load_task for separate DFF load as not all Tasks may be passed
8.3.33 (28-Dec-2008)
Workarounds for AMG bug in PA.L added. Bug writes ^ symbol into the Task description when not passed to the API
Client specific customisation added to prevent update of Task DFF Attribute1
Added fix to prevent program stopping when manually entering a date in user forms
8.3.32 (18-Dec-2008)
Copy Key Members process was not setting Start Date to Project Start Date when available
8.3.31 (12-Dec-2008)
Remove check for existing Classifications on Template when creating a new project
8.3.30 (10-Dec-2008)
New Projects created with Tasks were not retrieving WorkPlan settings from the Template
Template validation was allowing expired Templates
8.3.29 (03-Dec-2008)
Fix for Book/Sheet identification problem when using “Lite” workbook
8.3.28 (28-Nov-2008)
Modified Banned profile option to be site and user as well as responsibility
8.3.27 (13-Nov-2008)
Exclude Expired key members option was excluding Key members starting after the current date
‘All but Closed’ criteria in download was creating an invalid SQL statement
8.3.26 (20-Nov-2008)
Reset Task error message column before upload
8.3.25 (12-Nov-2008)
Disable update of Task Attribute1 for non-cross project users for specific customer
8.3.24 (11-Nov-2008)
Modified Banned profile option to be site and user as well as responsibility
Fix for bug in feedback when creating new Tasks using Direct Loader mode
Change red error colour on forms to lighter colour as easier to read
8.3.23 (05-Nov-2008)
Fix for fault in Project Status criteria on Download form
8.3.22 (31-Oct-2008)
Added support for DFF Reference field value PROJECT_TYPE_MIR
Enabled DFF form field and DFF Context column on sheet if Reference is invalid
Stop program from erroring if required DFF segment columns missing on update
Let Classifications override limit Classifications download
8.3.21 (28-Oct-2008)
Stop upload and download for responsibilities banned using new profile option
8.3.20 (28-Oct-2008)
Remove unnecessary joins in Project download when Customer columns removed
Fix to Network Rail workaround for DFF trigger. Tasks were not being re-loaded in the correct sequence
8.3.19 (24-Oct-2008)
Upgraded connection module for R12 logging
Added further update controls for project level values for Network Rail
Completed Task trigger workaround for Network Rail
Fix for Invalid Type message on Named User form when nothing in right pane
8.3.18 (23-Oct-2008)
Fix for Ampersand character passed to logging procedure
8.3.16 (20-Oct-2008)
Added profile option control option – “More4Apps: PW Prevent Classifications Update”
Added profile option control option – “More4Apps: PW Disable Transaction Controls functionality”
8.3.15 (15-Oct-2008)
Stop Task cache job from repeating for every Task where none exist
Copy Task function uses Source Project’s existing display order when Bulk Task loader used and the Workplan Structure is Shared
When using the Bulk Task loader option the spreadsheet display can now be used to order the display sequence in both Add and Update but only when Workplan Structure is Shared
8.3.14 (13-Oct-2008)
Internal change to Template Show/Hide function
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
Minor fix to Download form where Key member cleared using backspace
Project search in Download form now includes Project Names as well as Project Numbers
8.3.13 (09-Oct-2008)
Stop caching Assets config until required
8.3.12 (09-Oct-2008)
Completed new Right-click menu
8.3.11 (09-Oct-2008)
Added Project Cost Revenue Burden Rate Schedule – direct update as there is no API parameter
Fixed Switch_Task_Loader_API_RC
8.3.10 (08-Oct-2008)
Added Project Revenue Burden Rate Schedule and Project Invoice Burden Rate Schedule columns
8.3.09 (07-Oct-2008)
Add support for Project Level Transaction Controls flag. This does NOT use an Oracle API as there is none available
8.3.08 (07-Oct-2008)
Stop missing DFF columns from being cleared when updating Project, Tasks and Assets
8.3.07 (06-Oct-2008)
Toolbar positioning was not working for all toolbars if Assets toolbar not enabled
8.3.06 (24-Sep-2008)
Fix for Custom Downloader error – GETXMLColumnnames Subscript out of range
New right-click menus added. Additional options added to suppress toolbars
Stop UDA DFF validation from resetting Task Error status
Fix to reorder Tasks function for PA.L
Workaround added for misleading AMG error message re Parent Tasks
Fixed poor performance in checking the number of Tasks to download
Exclude Expired Key Members from Copy unless there is no other unexpired Key member in the Role
Improvements to Task Copy process to better display error messages
Added Bulk Task upload technique to the Copy Tasks function
8.3.05 (22-Sep-2008)
Fix for problem creating Project Assets in R12
Fix for DFFs not being loaded in R12
8.3.04 (16-Sep-2008)
Task Common Costs grouping levels were not being copied when Source set to Template or Source Project
8.3.03 (13-Sep-2008)
Classifications search changed to automatically include wildcard to be consistent with other searches
Query module re-enabled for specific customer
8.3.02 (11-Sep-2008)
Internal improvements to DFF module and form
8.3.01 (10-Sep-2008)
Correct inefficient DFF segment validation on upload
8.3.00 (27-Aug-2008)
Upgrade to About form to accommodate new Activation Key
8.2.04 (07-Aug-2008)
Improvements to Named User maintenance form
Changed names of Login options. SSO method is now Standard
8.2.03 (24-Jul-2008)
Fix for Transaction Control download problem. Project level Controls were overwriting Task level ones
8.2.02 (21-Jul-2008)
Customer Relationship code parameter appears to be redundant for PA.M RUP4 and R12
8.2.01 (18-Jul-2008)
Allow Project and Task DFF forms to load if Project and Tasks do not exist
8.1.24 (04-Jul-2008)
Widened Download form
Restrict Key Members LOV according to Role List set on Project or Template
Add Task Organization search criteria to Download form
8.1.23 (26-Jun-2008)
Finished status reporting when using Bulk Task loader API
Added new option on Tasks toolbar to switch between Bulk and Direct API for loading Tasks
8.1.22 (10-Jun-2008)
Added bulk task loader LOAD_TASK as a user option
Remove UNION statement from Project Status caching to avoid Oracle bug<
Allow all responsibilities to log in and change message to advise if non PA application is used
Fix for login form not closing in Standard login method when Maintain Users form used
Added new parameter to SET_GLOBAL_INFO for R12
Copy ‘Allow_Cross_Charge_Flag’ column when copying Tasks from database source
8.1.21 (04-Jun-2008)
Minor improvements to the Transaction Controls form
Program was not using the “Create Only” / “Update Only” options correctly when creating a new project
Fix for project error not stopping upload. Bug was introduced when UDA support added
Fix for failing Task validation in Transaction Control load for a brand new project
8.1.20 (29-May-2008)
Fix for WorkPlan Res Flag and Scheduled Flag columns not loading defaults if the columns were removed
8.1.19 (21-May-2008)
Minor issues fixed on Download form
8.1.18 (28-Apr-2008)
Bug fix for new DFF form field substitution stopping creation of new Projects
8.1.17 (24-Apr-2008)
Set Depreciate and Amortize Adjustments Flags to load defaults if columns missing
8.1.16 (23-Apr-2008)
Stop Amortize Adjustments from defaulting to Yes from PA.M
Stop Asset Description from forcing Uppercase from PA.M
8.1.15 (14-Apr-2008)
Added Estimated Asset Units column
8.1.14 (08-Apr-2008)
Added workaround for AMG rejecting DFF segments containing form block fields
Fix for DFF segments containing comparisons to compiled_attribute_values columns which may contain carriage returns
Added two form block fields to DFF segment “substitutions”
8.1.13 (04-Apr-2008)
Allow ‘Asset Units’ value to be blank on Asset creation
8.1.12 (02-Apr-2008)
Correct another caching job causing an overflow message
8.1.11 (27-Mar-2008)
Support more than 32767 records in cached record sets
8.1.10 (11-Mar-2008)
Fixed Upload bug – multiple UDA groups at project level would error
Fixed Download bug – multiple UDA groups at project level could cause the wrong data to be downloaded
Fixed UDA date download bug. Dates would only download as 12:00am
Missing Required Key Member message was showing Role ID instead of Role Name
8.1.09 (07-Mar-2008)
Added limited support for Task level Bill Rate Schedules
8.1.08 (26-Feb-2008)
Added range delete functionality to the Task delete function
Internal change made to patch identification
8.1.07 (20-Feb-2008)
New test for installation of UDA functionality was always returning false
Stop DFF values exceeding 150 characters. This is to correct a gap in earlier Oracle versions allowing this setup in value sets
8.1.06 (18-Feb-2008)
Changed task download so it downloads in chunks of no more than 500 tasks at a time
This enables large numbers of tasks to be downloaded more efficiently. Projects with large number of tasks were previously causing the wizard to fail or hang for long periods of time
Toolbar button for the SubProjects form was calling a non-existent procedure
8.1.05 (18-Feb-2008)
Changed test for reordering Task sequence in HTML form from “Check Sharing Enabled” to “Check Workplan Enabled”
8.1.04 (13-Feb-2008)
Stop UDA functionality trying to operate where patch level insufficient
UDA functionality was causing task load failure for new Tasks
Cached Task list was not clearing when deleting Tasks from different projects
Space after the Task Number was affecting jobs requiring to validate this value
8.1.03 (11-Feb-2008)
Task Reorder job is only relevant from PA Patchset M
Minor updates to DFF functionality
8.1.02 (08-Feb-2008)
Fixed Key Members form which was not correctly validating Key member on first load
Formatting improved to prevent Excel from truncating leading zeros etc in string values
8.1.01 (07-Feb-2008)
Access Level column added
Can now ignore the ‘Project Name’ and ‘Task Name’ columns provided you provide a Long Name
8.1.00 (05-Feb-2008)
Support for Sub Projects added
8.0.11 (30-Jan-2008)
Date Type DFFs were not downloading correctly
UDA errors were not stopping upload
Task Type column should not be mandatory unless loading Task level UDAs
8.0.10 (25-Jan-2008)
Protection added to stop trying to create Classifications on Project Creation when the Classification already exists on the project. This was erroring when the Class Code is NOT listed in the Template’s Quick Entry
AMG limitation in updating existing Classifications worked around
Downside – it is no longer possible to add new Classifications to multi-row Class Categories if one exists
New About, URL, Help, and login forms with updated information for R12 and links to website
Performance improvement in download if Person column missing in Assets or Tasks and Employee option set to Number or Name
8.0.9 (11-Jan-2008)
Copy Tasks from Template procedure was crashing the error message handler
8.0.8 (04-Jan-2008)
User Definable Attributes (UDAs) supported at Project and Task level
Multi-row UDA Groups are not supported
8.0.7 (14-Dec-2007)
Fix to Classifications load for those allowing Percentages. “Missing” AMG value was being loaded and a bug in AMG causes this value to be stored instead of ignoring it
Added “Task Type” column
8.0.6 (05-Dec-2007)
“More4Apps: PW Security” profile option control was not operating for the Task loader
8.0.5 (04-Dec-2007)
Burden schedule validation was not working prior to 11.5.10 because of a change in the Oracle table
Task Display order routine now called if changing Task Numbers as well as adding new Tasks
Default Date format changed to PC’s “Short Date” from Regional Settings
8.0.4 (03-Dec-2007)
Re-enabled Asset function security
8.0.3 (26-Nov-2007)
Add fix for Task Display order problem in HTML forms
8.0.2 (17-Nov-2007)
Apply Create/Update controls to Task loader
8.0.1 (19-Oct-2007)
Removed call to Valid_Date_In_Service in Asset Validation
Asset validation parameters required reversing
Fix for R12 testing – date parameter returned for l_def_date not working
Rowidtochar() Function now used for Java to XML compatibility to support R12
8.0.0 (17-Oct-2007)
Mods for new R12 connection
7.1.10 (12-Oct-2007)
Stop DFF form from defaulting to first item in LOV if no default
Client specific customisation to default in Project Level context default
7.1.9 (03-Oct-2007)
Flexfield form was defaulting to Alias tab instead of Segments tab
Added new techniques to help prevent toolbars locking up
Stop Excel from using scientific number format on downloaded data
7.1.8 (28-Sep-2007)
Fix for Alias search not enabling Ok button after search in certain scenarios
7.1.7 (27-Sep-2007)
Added support for Project_Type reference field in DFF context
Set cursor focus to Key Member Role on opening Key Members form
Combinations search was not working from version 7.1.5
Support Project Type reference field in Project DFF Context
7.1.6 (26-Sep-2007)
Scheduled Task Start and Completion dates cannot have nulls passed to them
Task form error message for too long a Description had 20 characters as the maximum when it should have been 250
Aliases search in Flexfield form was not returning any values in version 7.1.5
7.1.5 (24-Sep-2007)
Performance improvement in Key Flexfields on Assets form
7.1.4 (21-Sep-2007)
Load messages were not being re-initialised in case of a load failure
Key Flexfield Aliases were not being checked on Asset upload
Feedback added for any failures during Copy Task process
Task cache was not being reset after adding or deleting Tasks
Flex form was sometimes not display buttons on Alias tab
Flex form now only selects Alias tab on startup if there is an Alias already in the calling form
7.1.3 (19-Sep-2007)
DFF form was loading on rows prior to row 10
7.1.2 (18-Sep-2007)
Excel was rounding scientific format numbers. Cells now switched to Text format to avoid this
7.1.1 (23-Aug-2007)
Change to upload of DFFs. Get defaults before checking if mandatory column is missing
Handle unwanted scientific formatting by Excel in large numeric Project Numbers
7.1.0 (20-Aug-2007)
Added Scheduled Start and Finish dates to Task loader – uses copies of Transaction dates
7.0.9 (13-Aug-2007)
Bug fix in Hide/Display options for Setup toolbar
New validation message ‘Role Start Date is mandatory when updating a project’
7.0.8 (31-Jul-2007)
Added options to Show / Hide Transaction Controls Toolbar
7.0.7 (30-Jul-2007)
Key Flexfield form required processing for Profile Options as for Descriptive Flexfields
7.0.6 (25-Jul-2007)
DFF fix for Profile options embedded in Value Set SQL
DFF form fix required where segment is Enabled but not Displayed
Enforce 150 character maximum on DFF segments with no value set
VBA Protection added. Can now use Excel Protection from Excel menu – Tools/Protection
Connection upgraded ready for R12
7.0.5 (27-Jun-2007)
Handle certain Project Form fields in DFF functionality
Handle substitutions for form fields whatever the Case in the value set definition
7.0.4 (19-Jun-2007)
Removed requirement for ‘Upload Status’ column when deleting Tasks
Fix for Dependent value sets in Key Flexfield form
7.0.3 (12-Jun-2007)
Combinations search on Flexfield form was not handling apostrophes and non-ascii characters
Bug fix for when Flexfield Aliases used
Removed ‘Copy from Template’ options for Key Members and Classifications as this already occurs by default
7.0.2 (01-Jun-2007)
Upgraded Key Flexfield form
7.0.1 (29-May-2007)
PA.M you cannot update the DFFs on Tasks. Patch 6041360 corrects this but requires a new parameter to be passed to the API. This version passes the new parameter
Upgraded Key Flexfield module
7.0.0 (28-May-2007)
Single Sign-On supported
6.2.07 (26-May-2007)
Default values were not writing to cells from DFF form
6.2.06 (24-May-2007)
Uppercase Only property on DFF Segment was causing Excel Object error in DFF form
Fix for Dependent Value sets not querying against correct Parent Value Set column
6.2.05 (23-May-2007)
DFF form now does immediate updates on the spreadsheet
DFF Download upgraded to correct processing order based on configuration
6.2.04 (18-May-2007)
Fix to stop numeric values being interpreted as Dates by Excel
6.2.03 (17-May-2007)
Turned off Workplan Fix in version 6.1.10 except for one customer since this is causing problems at other sites
6.2.02 (16-May-2007)
Fixes to 6.2.01 for caching ID based value set values and context in Project header
6.2.01 (14-May-2007)
Enhancements to Descriptive Flexfield module
6.2.00 (11-May-2007)
Added validation for Numeric only and Uppercase to Descriptive Flexfield form
Upload was allowing characters for certain Numeric only Descriptive Flexfield value sets
Added logged in responsibility to About form
Transaction Controls cache was not being reset when updating Project
Expenditure Categories with no Expenditure Types were not available in Transaction Controls upload or LOV
This and all future versions will NOT operate in MS-Excel 97
6.1.15 (01-May-2007)
Download was not converting Task DFF Value Set IDs to Values
Now Caching ID and Values to improve download performance for multiple hits on the same DFF Value Set
6.1.14 (30-Apr-2007)
Some Transaction Control Error messages were not appearing in the correct Error message column
Revert Asset Download to prior method as Key Flexfield views not necessarily defined
6.1.13 (29-Apr-2007)
Task Descriptive Flexfields were being loaded from the Top Line only, copied to other Tasks
6.1.12 (28-Apr-2007)
Fix to Key Member security check if Project ID on spreadsheet. SQL was failing
Enable DFF Context LOV and validation if Reference field used as otherwise this is not supported
The above excludes Profile Option based Reference values because these are already supported
6.1.11 (27-Apr-2007)
New Key Member download security was not working for downloading Project ranges
Default “Scheduled Flag” and “WorkPlan Resources Only Flag” to No in Transaction Controls
6.1.10 (26-Apr-2007)
Workaround added for Oracle’s default ONLINE process updating Task Workplan Structures
6.1.9 (24-Apr-2007)
Added Key Member Security so non-authorised users cannot download projects
Client specific customisation added
6.1.8 (23-Apr-2007)
Forms were not text formatting string values looking like percentages
Classifications form was crashing on load if existing value on sheet invalid
Task validation was indicating wrong column in error if Task Number invalid
Fix Transaction Control load bug caused by missing Scheduled Flag value
6.1.7 (18-Apr-2007)
Performance improvement in Download if Employee ID is selected on the “PW Setup” toolbar
Simplify Assets Download SQL to use Key Flexfield views
6.1.6 (18-Apr-2007)
Bug fix for Transaction Controls download
Fix for special characters requiring URLEncoding in new SQL bind parameters technique
PROJECTWIZARD Product Code was not installing due to PL/SQL syntax error
6.1.5 (02-Apr-2007)
Bug fix for Classification load problem introduced in 6.0.6
Completed performance enhancements to SQL to use bind variable technique where possible
6.1.4 (30-Mar-2007)
Discovered AMG constraint re Key Member Roles and Class Categories on Template does NOT apply when updating existing projects
6.1.3 (27-Mar-2007)
Fix for non-ASCII characters in new performance technique. Requires M4APS_XML package body 3.0.08
Added Template LOV into Download form criteria
Added Template Number and Name into additional wildcard search feature in Download form
6.1.2 (26-Mar-2007)
Task Cost Burden schedule was not resetting for each Task, causing an error in certain circumstances
6.1.1 (23-Mar-2007)
Download form was not always enabling Download button
Toolbar re-set position required change for new Tasks toolbar
Template sheets had wrong title for Cap/Bill Flag column
6.1.0 (21-Mar-2007)
Task status column was not being populated if validation error occurs
New Delete Task function was using 1st row of project only
Validation message missing if mandatory Task DFF column not present
Fix for timeout problem caused by Internet Explorer 7
New Upload All Tasks on sheet option only worked on nearest Project to cursor
6.0.6 (16-Mar-2007)
Classifications Code Search added. Caches complete list if there are less than 5000. Otherwise uses the typical search functionality
6.0.5 (15-Mar-2007)
Task loader was not loading Tasks for Upload All Tasks for Selected project option
Was reloading Task Cache too frequently
Further fix for Asset description converting to Uppercase
6.0.4 (14-Mar-2007)
Descriptive Flexfields were disabled since 5.3.15 as set to the wrong application during testing
6.0.3 (13-Mar-2007)
Fix to 6.0.2 for Asset description not refreshing from prior value
6.0.2 (12-Mar-2007)
Allow lowercase in Project Asset description now that Oracle allows this
6.0.1 (12-Mar-2007)
Added WorkPlan Resources Only Flag to Transaction Controls module
Added Costing, Revenue, and Invoice Burden Schedules at Task level
Asset Form was not updating Project Asset Name for releases PA.L and above
6.0.0 (08-Mar-2007)
Task uploader separated from Project Upload. Now three new options for loading Tasks
Stripped MS Office calendar control references out of frmQuery and changed to VBA calendar
Tolerate missing port number in login URL (for 8000 default)
Better error handling for invalid URL setup
Added Servlet test to Connection Setup form
5.3.16 (12-Feb-2007)
Added new security feature with new profile option ‘More4Apps: PW Security’
Now Administrators can restrict the Create or Update modes at Site/Responsibility/User Levels
Transaction Control load is now done after Project and Task Upload automatically
Task Name column is no longer required when Updating Tasks
Task form now allowed to close even if errors exist or incomplete
5.3.15 (02-Feb-2007)
Upgraded Descriptive Flexfield form and module
5.3.14 (28-Dec-2006)
Asset Category was mistakingly being loaded instead of DFF Category for releases prior to PA.L
5.3.13 (23-Dec-2006)
10g database was not being detected properly for non-ASCII character handling
Cosmetic improvements to About form
Completed Mods for installation on OOD instances
5.3.12 (22-Nov-2006)
Removed looping code in creation of toolbars
Cosmetic Improvements to About form
5.3.11 (17-Nov-2006)
Added Person Type column to Transaction Controls module
Fix for program allowing Transaction Controls with no Exp Cat or Employee being loaded
Fix for program allowing the creation of Transaction Control on mid level Task in certain circumstances
5.3.10 (07-Nov-2006)
Added Temporary Bill Rate schedule ID columns to download
5.3.09 (07-Nov-2006)
Handler added for errors caused by apostrophe character in filename
5.3.08 (07-Nov-2006)
Override feature was returning default table/view objects
5.3.07 (25-Oct-2006)
Check for mandatory Key Members and Classifications was not operating if s/s sections missing
5.3.06 (18-Oct-2006)
Support Contingent workers in LOV for personnel in PA.M Added Temporary Bill Rate schedule ID columns Fixed bug in opportunity columns for releases prior to family pack K
5.3.05 (29-Sep-2006)
Support for Dependant Value sets added to DFF module
5.3.04 (14-Sep-2006)
Added support for “Allow Capital Interest” flag in Copy from Template function
Disabled “Copy from Template” options for Classifications and Key Members
5.3.03 (04-Sep-2006)
Fix to Replace97 procedure
Added new special character conversions for Apache in 11.5.10CU2
5.3.02 (04-Sep-2006)
Added Asset Tag Number column
5.3.01 (01-Sep-2006)
Cope with blank Project start date by defaulting to system date for Expected approval date
5.3.00 (29-Aug-2006)
Changed to different APIs for loading Tasks. New Task Status column
5.2.29 (24-Aug-2006)
Program was loading Expected Approval Date when other Opportunity columns were blank
5.2.28 (19-Aug-2006)
Transaction Controls module was not clearing Task cache between projects
5.2.27 (11-Jul-2006)
Probability and Opportunity columns added
Calendar form changed to fix backspace bug
5.2.26 (14-Jun-2006)
Fix for problem using Excel 97
5.2.25 (08-Jun-2006)
Fix for PRIMARY Customer Relationship code
Enhancements to Login form for Host validation and LOV usage
Customer Number column added. Either can be used
5.2.24 (22-May-2006)
Fix to SQL based default Flexfield segment processing
Support Table validated value sets in Key Flexfields
Extend character conversion for 11.5.10CU2 Apache security
Retrieval of Tasks IDS for new tasks was not working for simple numeric Task Numbers
5.2.23 (19-May-2006)
Fix to bulk upload – was not efficient after first block per project
Asset validation was not writing to correct Error Message column
Fix PL/SQL problem with large Project uploads
5.2.22 (17-May-2006)
Check added to prevent duplication of Asset Numbers
Minor improvement to Named Users form
5.2.21 (26-Apr-2006)
Enhancement to login form to better show HTML error messages
Handle space characters in password
5.2.20 (10-Apr-2006)
Login enhanced to allow non alphanumeric characters in password
Default DFF values were not passing validation if column was removed
5.2.19 (05-Apr-2006)
Priority Code Added to Project section
Was not warning if mandatory columns not populated when creating new projects
Small performance improvement to download re Transaction Controls
5.2.18 (27-Mar-2006)
Changes to logic determining new Task Start / Completion dates when copying from Source Project or Template
5.2.17 (22-Mar-2006)
Check added for mandatory Classifications and Key Members during Project creation
5.2.16 (20-Mar-2006)
Support added for Shared Task Structures. Requires Project Wizard package body version 1.0.7
5.2.15 (15-Mar-2006)
Calendar positioning fix for Excel 97
5.2.14 (27-Feb-2006)
MS-Office Calendar replaced with VBA calendar
5.2.13 (09-Feb-2006)
Handle :PROJECT_FOLDER.PROJECT_STATUS_CODE and :PROJECT_FOLDER.TEMPLATE_FLAG in DFF configuration
5.2.12 (01-Feb-2006)
Major performance improvement to validation of Employee records
Handle :PROJECT_FOLDER.PROJECT_TYPE and :PROJECT_FOLDER.PROJECT_ID in DFF configuration
5.2.11 (31-Jan-2006)
DFF module was not turning default user values into IDs when user leaves value blank
5.2.10 (25-Jan-2006)
Added search criteria to Named User maintenance form
Loop added to counter intermittant failure to show toolbars on startup
5.2.09 (14-Jan-2006)
Control options added to download form to ignore unwanted sections
5.2.08 (10-Jan-2006)
Two client specific customisations added
Logout was not clearing Joint Login values
5.2.07 (17-Dec-2005)
Fix for reference duplicate issue when running uploads on multiple PCs simultaneously
5.2.06 (15-Dec-2005)
Redesign “Upload All Assignments on Sheet” procedure
5.2.05 (14-Dec-2005)
Redesign “Upload All Assets on Sheet” procedure
5.2.04 (14-Dec-2005)
Two fixes for issues with 9th Key Flexfield segment
5.2.03 (13-Dec-2005)
DFF Form was not handling Table validated value sets with WHERE clauses
Download was unneccessarily formatting cells as TEXT
Remove unneccessary step to retrieve project Number/ID values after update
5.2.02 (08-Dec-2005)
Fix to potential date formatting issue when updating Project Asset Dates prior to 11.5.9
Fix to bug in 5.2.00 in feedback for inserting / updating Project Assets and Assignments
5.2.01 (07-Dec-2005)
Upload was performing post-update events if upload rejected by Oracle
Distribution Rule was erroring in Oracle because Description was being passed, not Code value
5.2.00 (05-Dec-2005)
Functionality added to upload/update Transaction Controls from the worksheet
Prevented duplication of DFF config caching during Project upload
5.1.07 (14-Nov-2005)
Prevent duplicate database call populating LOVs in DFF form
Fix bug stopping LOV being populated when a default exists
9th Key Flexfield segment was not working
Stop login loop if M4APS_XML package not installed
Stop commas being accepted as Numeric by DFF module
5.1.06 (09-Nov-2005)
More work to support carriage returns required – String arrays do not support chr(10) characters
5.1.05 (08-Nov-2005)
Late binding implemented for Calendar Control
Allow for carriage returns in strings in DFF Value sets
5.1.04 (01-Nov-2005)
Added mechanism to share login for operating multiple Wizards
5.1.03 (17-Oct-2005)
Fix to cope with extremely large numbers of Class Categories and Class Codes
Move DFF caching to post login processes
Suppress DFF buttons on toolbar when no DFFs configured
5.1.02 (02-Sep-2005)
Fix for upload not occuring at multiples of 25kb upload size
5.1.01 (16-Sep-2005)
Added error messages if required Asset/Assign Status columns missing
5.1.00 (06-Aug-2005)
Switched XML object from Fixed Reference to Late Binding
Fix for certain DFF Value sets containing $Profiles$: and IN statements
5.0.34 (27-Jul-2005)
Stop repeated DFF configuration caching when no columns defined
5.0.33 (21-Jul-2005)
Certified for PA Family Pack M
WARNING: As at 15-August-2005 an AMG bug prevents Projects from being updated if Tasks are included in the update
Asset/Assignment loader was not detecting the project if the Project Name column is empty
Expired users removed from Named User LOV
5.0.32 (21-Jul-2005)
Named user form was not handling over 32767 users
5.0.31 (15-Jul-2005)
Create/Update only options applied to control Project Asset uploads
5.0.30 (06-Jul-2005)
Fix for MLS code change affecting procedure calls including apostrophe characters
Support new login validation method
Fix for apostrophe in Asset Name
5.0.29 (30-Jun-2005)
Fix to Copy Tasks from source for European users
5.0.28 (25-Jun-2005)
Remove Digital Certificate
5.0.27 (22-Jun-2005)
Fix DFF reference field issue
5.0.26 (18-Jun-2005)
Code protecting against chr(0) characters was slowing query performance
5.0.25 (17-Jun-2005)
MLS views used instead of base tables
Bug fix for character translation
Added Parent Asset Column
Asset upload was not stopping for DFF errors
Leave AMG to validate Asset Number to improve upload speed
5.0.24 (14-Jun-2005)
Multi-language was not enabled due to forgetting to test for non-8i database
5.0.23 (11-Jun-2005)
Fix for bug introduced for small project uploads
5.0.22 (09-Jun-2005)
Fix bug in DFF form
5.0.21 (08-Jun-2005)
Allow new Task search criteria to apply to project search
Multi-language support added
5.0.20 (31-May-2005)
Bug Fix: Invalid subscript value used in A_CacheIdData array
5.0.19 (25-May-2005)
Added additional Project and Task search criteria to download form
5.0.18 (19-May-2005)
Error message fix for Asset upload
5.0.17 (09-May-2005)
DFF module bug fix for Independant value sets
Bug fix for Task Start Date when copying Tasks from Source
5.0.16 (03-May-2005)
Fix to download form for error if Organisation selected
Bug fix for ID incorrectly loaded into DFF column for independant value set items
5.0.15 (21-Apr-2005)
Allow update without required DFF columns existing
5.0.14 (19-Apr-2005)
Support Profile Option in DFF Context Reference field
5.0.13 (14-Apr-2005)
Removed custom Asset/Assignment security. Use standard Oracle AMG function exclusions
5.0.12 (12-Apr-2005)
Several DFF module enhancements
On-line Release Notes link added to About form
5.0.11 (31-Mar-2005)
Fix for problem retaining Digital certificate
Login configuration hidden if Setup Toolbar not shown
5.0.10 (16-Mar-2005)
Defaults were not applying for DFFs in upload process
Fix for Profile option defaults in Key Flexfields
5.0.09 (10-Mar-2005)
Fix for missing optional DFF column with LOV validation
5.0.08 (08-Mar-2005)
Minor fix to Assets module for missing DFF columns
5.0.07 (05-Mar-2005)
Fix for European decimal character not being handled properly in Estimated Cost
5.0.06 (01-Mar-2005)
Remove Function to Check for non-Ascii characters
5.0.05 (22-Feb-2005)
Improve DFF module performance
5.0.04 (21-Feb-2005)
DFF Context display fix, added support for Longs in value sets for older databases
Fix to DFF module – was not re-setting values for subsequent Tasks
5.0.03 (17-Feb-2005)
Remove replace97 call for chr(0), Don’t display error when context column missing
Added support for Named User Licence model
5.0.02 (14-Feb-2005)
Skip dff column missing error if upload update mode
5.0.01 (14-Feb-2005)
Fix bug with attribute dependancy pointer in the dff array
5.0.00 (07-Feb-2005)
Add new Descriptive Flexfield functionality
4.0.10 (07-Feb-2005)
Fix to new Key Member download option
4.0.09 (04-Feb-2005)
Stopped trying to count assets copied during update
Added two Key Member download control options
4.0.08 (03-Feb-2005)
Fix for copying Tasks from Project/Template for 11.5.8 and before
Change to download. Key Members must be current to match download criteria
4.0.07 (02-Feb-2005)
Minor fix to forms searching for Employees
4.0.06 (30-Jan-2005)
Performance improvements to Project Assets module
Batched Asset Assignment upload
Added Manufacturer, Serial Number, Model Number, Estimated Cost columns
4.0.05 (20-Dec-2004)
Batched Asset upload
Added Work Type column
4.0.04 (16-Dec-2004)
Added check for required SubMenu to prevent confusing AMG security message
Bug fix to Copy Tasks / Copy Transaction controls for null Task Start dates in Source
Improvement to upload performance for smaller Projects
4.0.03 (07-Dec-2004)
Added Class Category description column to form LOVs
4.0.02 (02-Dec-2004)
Increased size limits for Asset Name and Description from PA.L
4.0.01 (23-Nov-2004)
Fix for space at end of Organization Name causing rejection during download/re-upload
Was not copying Transaction controls if Project ID column removed
Mod to allow Projects form to operate for updating when no Template column
4.0.00 (07-Nov-2004)
Migrated to XLA model. Can now be used as an XLS or XLA with “Lite” front-end>
Simplified login configuration setup
3.0.25 (06-Nov-2004)
Moved Copy Tasks from spreadsheet to database to improve performance
3.0.24 (03-Nov-2004)
Fix for error status not clearing for multiple project uploads
Prevent update of Project Templates where function not on responsibility
3.0.23 (28-Oct-2004)
Fixes for Project Asset Loader module for Project Level Assignments
3.0.22 (11-Oct-2004)
Added support for Classifications Code Percentage
3.0.21 (16-Sep-2004)
Improvement to security – removed requirement to have VB project trusted
Fix for default Key Flex segment based on SQL statement
Login form changed to show Licence Name
Added support for Aliases in Key Flex fields
3.0.20 (30-Aug-2004)
Fix for failing to set Project Start and Completion dates to null
3.0.19 (20-Aug-2004)
Copy Transaction Controls procedure was missing a column for 11.5.8 (PA.J)
3.0.18 (18-Aug-2004)
Increased number of Key Flexfield segments supported to 9
3.0.17 (12-Aug-2004)
Added Date range criteria to download form
Removed startup error for no FA module installed/configured
3.0.16 (09-Aug-2004)
Key Flexfield field values were not changing after Combinations form closed
3.0.15 (28-Jul-2004)
Add Function to Check for non-Ascii characters
Check for duplicated column headings added
Update was not fetching new Task IDs
3.0.14 (15-Jul-2004)
Fix for some error messages suppressed and stopped error message from wrapping in cell
Fixed message problem if Delete Project is rejected by AMG
Prevent chr(0) characters in database from crashing XML parser
Added support for secure socket connection
3.0.13 (09-Jul-2004)
Added facility to export/import login configurations
3.0.12 (30-Jun-2004)
Fixed message problem if Delete Project is rejected by AMG
3.0.11 (29-Jun-2004)
Workaround added for illogical AMG treatment of Project level DFFs at project creation
AMG ignores DFFs if no Context used – even if no context is desired
3.0.10 (22-Jun-2004)
Fix to Copy Project T.Controls to allow for Templates created from other templates
3.0.09 (22-Jun-2004)
Change login data fixed array to dynamic and resolve excel97 split() func issue
3.0.08 (21-Jun-2004)
Switched to different IE API to better handle UTF8 character set
3.0.07 (09-Jun-2004)
New options added to copy Project and Task level Transaction Controls
3.0.06 (03-Jun-2004)
Project Form was restricting Project Name to 25 characters. It should be 30
Login script change to allow for port numbers larger than integer size limit
3.0.05 (02-Jun-2004)
Login script change to allow for port numbers larger than integer size limit
Test added to ensure dates are converted correctly
Fix for incorrect default date being retrieved from AMG
Fix for problem with Copy from Source/Template options
3.0.04 (28-May-2004)
Upload would not work if no project ID column
Changes to handle apostrophes in descriptive columns
Upgraded Update Assignment function to new PA.L API
3.0.03 (21-May-2004)
Minor bug fix for download if Upload Status column removed
3.0.02 (20-May-2004)
Program was not stopping if trial version re-login was aborted
3.0.01 (19-May-2004)
Minor improvements to error messaging
3.0.00 (12-May-2004)
Change from ADO to XML HTTP data access method
Migrated Project Asset Loader module to new API in PA.L
2.5.32 (18-Apr-2004)
Responsibility LOV change using applications language Alternative LOV view for Organisations selected for 11.5.9
2.5.31 (15-Apr-2004)
Cached Role Types to improve performance Simplied Download Organizations LOV – was not working for 11.5.9 Change in Role Types view to PA_PROJECT_ROLE_TYPES_V
2.5.30 (14-Apr-2004)
Change to Responsibility LOV for 11.5.9
2.5.29 (06-Apr-2004)
Stopped program from getting Task Ids if upload errors
2.5.28 (03-Apr-2004)
Options form did not work when operated from outside the Wizard workbook
2.5.27 (23-Feb-2004)
Added ability to select a range of Projects to upload
2.5.26 (19-Feb-2004)
New button on Setup toolbar allows show/hide of Template sheet
Minor improvement to Login form<
Minor fixes to Download form behaviour
Added public code to enable double-click in external workbooks
2.5.25 (30-Jan-2004)
Remove all references to PA_SECURITY.ALLOW_UPDATE
This Oracle procedure is not reliable and caused both Project and Budget Wizards to incorrectly reject update attempts
2.5.24 (08-Jan-2004)
Stopped all upload loops from attempting to go past bottom of worksheet = 65536 lines
2.5.23 (05-Dec-2003)
Refinement to code requiring Search Criteria
Allowed for non-mandatory Key Flexfield segments in Assets module
Fix for misbehaving auto-complete in Key Flexfield form
2.5.22 (02-Dec-2003)
Mod to Delete Project feature to use Project ID if available
Mod to About form to show logged in user
Task description loading changed to match Oracle’s bug in this area
Oracle now stops us from being able to clear any unwanted task values
This is inconsistent with the Project API but Oracle must know better
Added Task ID column to allow Task Number update
Added Delete Task feature
Now requiring criteria in search boxes
2.5.21 (28-Nov-2003)
Allowed Project Wizard to update/delete projects created by other sources
2.5.20 (18-Nov-2003)
Enhance frmAbout form and password expiry feature
Allowed numeric characters at beginning of database password
Respect end-dates of Responsibility Assignment
Allowed direct entry into Flex fields on Assets form
Cosmetic changes to all forms
2.5.19 (07-Nov-2003)
Bug fix – Long Project and Task Name parameters were too short
2.5.18 (04-Nov-2003)
Test added for database user’s password expiry
2.5.17 (13-Oct-2003)
Cosmetic improvements to all date columns
2.5.16 (12-Oct-2003)
Better handling of compulsory/optional fields
Cosmetic improvements to forms and sheet status fields
Error handle added for blank project number if not auto-numbering
Debugging code added for load_project
2.5.15 (08-Oct-2003)
Corrected bug in default start and completion dates
2.5.14 (06-Oct-2003)
Added Initialize proc call for PA_SECURITY
2.5.13 (09-Sep-2003)
Added login parameter fix for Oracle patch 3009044
2.5.12 (12-Aug-2003)
Separated problem PA_SECURITY check for upload process
2.5.11 (06-Aug-2003)
Added third option for Employee Reference “Employee ID”. This is unique and cannot cause duplicate issues
2.5.10 (31-Jul-2003)
Added form to handle duplicate Employee Names or Numbers during upload
2.5.09 (23-Jul-2003)
Added option to use Employee Number or Employee Name
2.5.08 (15-Jul-2003)
Upgraded to cope with PA.K. Oracle added two parameters to SET_GLOBAL_INFO and long_name parameters to both LOAD_PROJECT and LOAD_TASK.
Did not add support for the new Project Structure columns.
Added better error handling than Oracle’s for new PA.K constraint on WBS order.
Minor bug in Projects form fixed.
Added Logout button to toolbar.
Added memory feature for toolbar position – when you save the workbook it remembers the location of the toolbars for next time.
Added “Upload Error” column
2.5.07 (18-Mar-2003)
Message fix – Key Member R11i bug warning was showing for R11.0.3
2.5.06 (17-Mar-2003)
New Feature added – Project Number range in Download form
2.5.05 (07-Jan-2003)
Bug Fix – Was doing an update even if mode is Create only – (Proj ID exists in sheet)
2.5.04 (23-Dec-2002)
Bug fix – Failed to handle missing Project name column for Upload All Projects option.
2.5.03 (18-Dec-2002)
Enhancement at customer request – upload functions require to be called by external macros. Made all upload (8) and delete (3) procedures public.
Can now be called by macros with the following syntax:<
Application.Run “‘Project Wizard v25.xls’!Upload_Selected_Project”
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 Project 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 on worksheet)
2.5.02 (15-Dec-2002)
Bug fix – Upload all Projects function was stopping after project containing more than 500 tasks loaded (searching from line 2 of project rather than from bottom of project)
2.5.01 (30-Jan-2002)
Point releases now added frequently to improve version control.
Two minor bugs fixed in Key Flexfields form (called only in Assets form)
New form added for DBA to select default and temporary tablespaces for users.
Project Wizard now deletes its toolbar while exiting (unless there is still another copy of the product loaded)
2.5 (31-Dec-2001)
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 the following Lists of Values:
* Organizations
* Customers
* Distribution Rules
* Project Statuses
* Class Categories and Codes
* Key Member Roles
* People
* Service Types
2.4 (20-Dec-2001)
New Project Asset and Asset Assignment loaders added.
A very large enhancement – so extensive we decided to price it separately rather than increase the price of the base product.
Several thousand lines of code have been added, plus a new template, four new forms and a separate toolbar. This is all enabled in the trial version. For a detailed description of the new functionality, please see the separate Project Asset Loader document
Commitments
AMG does not check to see if there are any uninterfaced transactions in Payables or purchasing modules before it allows the project to be deleted
Rather than wait for Oracle to process the enhancement request, we have added our own check to prevent the delete in this situation
Warning for AMG Key Member Bug
Now Project Wizard will advise if you are about to corrupt your data (please read the AMG Bugs section in this document) and allow you to abort (advisable)
Flash New Calendars !!!!
Added to all forms containing dates to make typing them a thing of the past
Late-binding technique introduced. Allows a machine running versions of MDAC_TYP other than 2.6 to operate successfully
Licence Key. Now you can download the latest version and open it with your own private licence key. Includes the End User Licence agreement
Deployment Package. No more zip files in the email. This package also contains the download licence agreement, and Microsoft’s Code Checker utility
Copy Organisation Decision for copying tasks from Source Project
or Template. Read the section on Copying existing Tasks for clarification
Support for altering Templates added in this release. Previously Project Wizard would not alter templates. Although it is still not possible to create a template, Project Wizard can now perform all modifications possible to Projects, to Templates
2.3 (15-Dec-2001)
Added Task Level DFFs
Fixed bug – Failure to reset a variable meant the software always tried to load a new project once the first new one was discovered. i.e. Subsequent updates were attempted as new, causing an error. This big only existed in 2.2
Fixed bug – was not downloading Project level DFFs
Fixed bug – 1 employee only bug in Key Member LOV
Fixed bug – Form load errors (harmless) while loading Project form where no Customer or Distribution Rule data
Fixed bug – Mysterious intermittent failure to load anything but Project Header. New colour coding to help identify loaded/ignored data. Made line searches more tolerant
2.2 (01-Dec-2001)
Added support for changing Project number with new optional Project ID column
2.1 (01-Nov-2001)
Fixed bug – Task Org not working – always used project Org
Fixed bug – Not resetting empty values for new tasks (update mode)
Fixed bug – Not resetting empty values for new Key Members
Fixed bug – protect pm_task_ref from duplicate if older task renumbered then new task added with old number
Fixed bug – AMG doesn’t like null pm_task_reference while updating tasks loaded using standard forms