v3.69
v3.69 Release Notes
Wednesday, December 18th, 2024
New Features & Small Enhancements
DASH-1403: Budget > Budget Reports > RAM: Rebuild Report to work with Budget Data and Support OBS Files
We have rebuilt the RAM report so that instead of using the cached CPR data, it now uses the timephase data for your project. We also rebuilt this report so that it works with OBS files (if you have that setup in the Control Account Notebook Fields admin area). If not, the system does a pivot based on CAM assignment (default for most customers).
DASH-1608: Add / Edit Resource Assignment > Add Searchable Select Boxes to Form
In this form, we have added searchable select boxes that make it easier to find what you are looking for.
DASH-1609: Budget > Budget Form: Add / Edit Activity: Added Searchable Dropdowns to Form
Everywhere we have dropdown boxes on this form, we have changed them to be searchable. This allows you to more easily find what you are looking for by simply typing to filter the dropdown list.
DASH-1888: Reporting > Form 1030 Report: Add Notebooks and Resource Code Codes to Various Versions of this Report
We added Work Package Notebook fields to the Timephase Grouped by WBS / Work Package and Resource Assignment versions of this report. We added Resource Code Codes to the Resource Assignment and Resource ID versions of this report.
DASH-1762: Reporting > Form 1030: Added BOE Field to Resource Assignment Version
On the Resource Assignment version of this report, we added the BOE field as an additional column that you can show.
DASH-1882: Budget > Budget Form: Read-Only Users Should Not Have Access to Certain Options
Before this release, read-only users had access to the Process options Import Timephase Data, Respread Resources Linearly by Activity Dates and Assign All Activities Subtotals as Weights. Now, only CAM and Admin users have access to these options. Second, we did find that Resource Assignments with no edit capability could still have their Start and Finish Dates changed if the user clicked on the calendar icon and then navigated through the calendar popup and chose different dates. We have hidden this feature when a Resource Assignment is in read-only / locked mode.
DASH-1896: Admin > Import > Import Resource Assignments: Improve Error Message When Importing Multiple Projects in One File
The Resource Assignment import only supports you uploading data for one project at a time. We have improved the error messaging so if you accidentally upload Resource Assignments for multiple projects at one time, the error message is more understandable.
DASH-1905: Add Notebook Category Option Description Field
In ticket DASH-1885, we removed the ability for you to add commas in the Notebook Category Option Name field. In this ticket, we updated the Notebook Category Option modal so you now have a Name and a Description field. The Name field will be the value that is stored in the database when a user clicks on an option (Checkbox, Radio Button, Dropdown option). The Description field allows you to enter more data that will appear directly next to your Name value on screens like the Budget Form, Work Package Report, Cost Estimate Details Report, etc. The Description field does allow commas. The Name field does not.
Bug Fixes
DASH-1635: Budget > Budget Reports > RAM: Saved User Views Not Working Correctly
Before this release, if you created a new user view in the RAM report, it would save in the database. However, when you refreshed the page, that view would get overridden with the Default System View and your user view would be wiped out. This has been corrected in this release.
DASH-1787: Admin > Users: Help Button Not Working
The Help button in the Users area was not working. It has been updated in this release so it now works correctly.
DASH-1881: Form 1030 Report Throwing Error When Adding Additional Columns
There was a bug in the Form 1030 Report that sometimes prevented you from adding new columns. This has been corrected with this release.
DASH-1885: Budget > Budget Form > Details: Checkbox Notebook Fields Not Properly Saving Multiple Values Checked
When selecting multiple checkboxes for a notebook field, the system would sometimes not remember the values checked. This happened only when your Notebook Category Option > Name field had commas in it. We have removed the ability for you to have commas in the Name field and that will fix the issue going forward.
DASH-1890: Admin > Users > Assign CAM Resource Codes: Projects in drop down are not based on user security
The projects listed in the Projects drop down inside this modal should be based on the projects the CAM has access to via the User Permissions page and not based on the assigned Cost Estimates for a project. This has been corrected in this release.
DASH-1892: Admin > Import > Import Actual Resource Assignment: Poor Error Messaging Returned When Importing Actuals
If your project has the Security by Resource Code feature turned on and you try to import Actual Resource Assignments into the system, you would sometimes get an “Object Reference” error. This has been corrected in this release.
DASH-1899: Earned Value > CPR / Variance Narrative Report: Issue with Loading Previous Month’s Variance Narrative Entries
When clicking on the Load link in the Previous Period Variance Narrative Entries modal, the system would always load the first entry in the list instead of the one you clicked Load on. This has been corrected in this release.
DASH-1904: Admin > Import > Import Resource Assignment Allow Me to Delete a Budget Record with a Corresponding Earned Record
One of our customers found a loophole where they could delete a Budget Resource Assignment from a project even if it had a corresponding Earned Resource Assignment (something that is not supposed to be allowed). This occurred by simply exporting out the Resource Assignments for a Project, setting the Delete column to “Yes”, changing the Project Name field in the export file to a different, legitimate project name in the system and then reimporting the file. In this case, the system would delete the Budget Resource Assignments. We have added an error check that now will throw an error if this occurs.
DASH-1936: Improved Error Messaging
We have made general improvements to some of the error messaging shown to users in Dash360. You will continue to see more enhancements in upcoming releases in 2025 and beyond.