Table of Contents

Updates from 2022

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2022.11.21.10

SenseiControlsV1 Solution released to 🚂Canary on 21 Nov 2022

New and Improved:

  • #15443: Added new date tokens
    We've added the following tokens which can be used in status update queries:
    • todayDate
    • startOfCurrentMonth
    • endOfCurrentMonth
    • startOfCurrentQuarter
    • endOfCurrentQuarter
    • startOfCurrentYear
    • endOfCurrentYear

2022.11.15.3

SenseiProjectIndependent Solution released to 🚂Canary on 15 Nov 2022

New and Improved:

  • #12892: In-app notifications
    We now include in-app notifications for various events which occur in IQ. Users can personalise their notification settings using standard out of the box configuration, and IQ administrators can configure notifications at the system configuration level in IQ
  • #15185: Auto recover from task sync issues
    External project tasks will auto-recover when they are out-of-sync by restoring missing tasks in IQ when the next sync runs

Fixes:

  • #13794: Resolved an issue with the configuration for Program constraints which inhibited the ability to hide the tab
  • #15361: Resolved an issue where case sensitivity caused landing page links to not display when a logical name and schema name had case differences

2022.11.15.2

SenseiProject Solution released to 🚂Canary on 15 Nov 2022

New and Improved:

  • #12892: In-app notifications
    We now include in-app notifications for various events which occur in IQ. Users can personalise their notification settings using standard out of the box configuration, and IQ administrators can configure notifications at the system configuration level in IQ
  • #15185: Auto recover from task sync issues
    External project tasks will auto-recover when they are out-of-sync by restoring missing tasks in IQ when the next sync runs

Fixes:

  • #13794: Resolved an issue with the configuration for Program constraints which inhibited the ability to hide the tab
  • #15361: Resolved an issue where case sensitivity caused landing page links to not display when a logical name and schema name had case differences

2022.11.15.8

SenseiControlsV1 Solution released to 🚂Canary on 15 Nov 2022

New and Improved:

  • #8111: Inactive resources in timesheets
    We've changed how inactive resources work so that they no longer appear in timesheets
  • #8195: Timesheets details
    We've added a button in the timesheet notification bar which provides the full details of the timesheet in a modal window

Fixes:

  • #8398: Removed a superfluous warning message which was being shown when adding a resource to a task
  • #9404: Fixed the overdue calculation in the status update KPI breakdown to correctly calculate overdue deliverables, issues and risks 
  • #13335: Resolved an issue with entering decimal values when entering new costs in IQ finances
  • #14911: Resolved an issue for some clients who have bookable resources with the same name where one is inactive and one is active

2022.11.09.4

SenseiProjectIndependent Solution released to 🚂Canary on 9 Nov 2022

New and Improved:

  • #14653: User field lookups
    Updated a number of field lookups for Portfolio, Program and Projects within Sensei IQ to filter out system resources and inactive users from user drop-downs based on configuration settings
  • #14654: More user field lookups
    Updated a number of field lookups for Proposal and Strategy within Sensei IQ to filter out system resources and inactive users from user drop-downs based on configuration settings
  • #14698: Ideas grid clean-up 
    Removed the outdated Type and Idea Score fields from the default Ideas grid view within IQ. These fields have been removed from the application

2022.11.08.1

SenseiProject Solution released to 🚂Canary on 9 Nov 2022

New and Improved:

  • #14653: User field lookups
    Updated a number of field lookups for Portfolio, Program and Projects within Sensei IQ to filter out system resources and inactive users from user drop-downs based on configuration settings
  • #14654: More user field lookups
    Updated a number of field lookups for Proposal and Strategy within Sensei IQ to filter out system resources and inactive users from user drop-downs based on configuration settings
  • #14698: Ideas grid clean-up 
    Removed the outdated Type and Idea Score fields from the default Ideas grid view within IQ. These fields have been removed from the application

Fixes:

  • #6718: Removed the Assign button from task details to ensure data consistency and remove ambiguity

2022.11.09.3

SenseiControlsV1 Solution released to 🚂Canary on 9 Nov 2022

New and Improved:

  • #7383: Resource Plan default period
    We've improved the Resource Plan for projects/proposals so it now defaults to the current period (eg today)
  • #14519: Add a resource multiple times
    You're now able to add the same resource more than once on the Resource Plan
  • #15088: Configuration improvements
    We've added more pickers to the settings configurations in IQ, including landing page links and buttons, and role security settings. We've also improved the picker search for when there are more than 100 entities

Fixes:

  • #13332: Updated the 'New' button to be more consistent in the project tasks tab
  • #14910: Resolved an issue where inactive bookable resources were still displaying in the Add Resource search box under a Project Resource Plan
  • #14952: Resolved an issue where negative committed values were able to be added to the resource demand view

2022.10.31.2

SenseiControlsV1 Solution released to 🚂Canary on 2 Nov 2022

Work Items:

  • #14437:
    Added the ability to create an issue from an existing risk. This is triggered from a button (Convert to issue) on the risk, with fields being able to be configured when converting. A sub grid has also been added to show that multiple issues can be linked to a risk. Users can navigate between the linked risk and issue.

Fixes:

  • #9450:
    Resolved an issue where KPI icons on the Portfolio Summary were displaying incorrectly

2022.11.02.2

SenseiProjectIndependent Solution released to 🚂Canary on 2 Nov 2022

Work Items:

  • #14437:
    Added the ability to create an issue from an existing risk. This is triggered from a button (Convert to issue) on the risk, with fields being able to be configured when converting. A sub grid has also been added to show that multiple issues can be linked to a risk. Users can navigate between the linked risk and issue.
  • #14974:
    Duplicate Status Report feature has been extended to now support lookup fields (also known as lookup tables).

Fixes:

  • #6718:
    Removed the Assign button from task details to ensure data consistency and remove ambiguity
  • #14529:
    Resolved an issue with Resource to Finance Sync button not displaying when Transaction Locks are configured.
  • #14700:
    New bulk edit functionality released by Microsoft caused a potential issue whereby users could circumvent Business Rules, fix applied to prevent this on the server level (synchronous workflow)
  • #15024:
    Resolved an issue where users are seeing an error message when they attempt to create a note in non-IQ entities in an environment that also contains IQ.

2022.11.02.4

SenseiProject Solution released to 🚂Canary on 2 Nov 2022

Work Items:

  • #14437:
    Added the ability to create an issue from an existing risk. This is triggered from a button (Convert to issue) on the risk, with fields being able to be configured when converting. A sub grid has also been added to show that multiple issues can be linked to a risk. Users can navigate between the linked risk and issue.
  • #14974:
    Duplicate Status Report feature has been extended to now support lookup fields (also known as lookup tables).

Fixes:

  • #14529:
    Resolved an issue with Resource to Finance Sync button not displaying when Transaction Locks are configured.
  • #14700:
    New bulk edit functionality released by Microsoft caused a potential issue whereby users could circumvent Business Rules, fix applied to prevent this on the server level (synchronous workflow)
  • #15024:
    Resolved an issue where users are seeing an error message when they attempt to create a note in non-IQ entities in an environment that also contains IQ.

2022.10.25.1

SenseiProjectIndependent Solution released to 🚂Canary on 25 Oct 2022

Work Items:

  • #14435:
    Out of the box Assigned To fields on the Risk entity will now filter with the following rules.
    • Fullname DOES NOT START with "#"
    • Azure AD Object ID CONTAINS DATA
    • Application ID DOES NOT CONTAIN DATA
    • Status EQUALS Active
    Additionally, we have incorporated and surfaced a function (sensei_SenseiProject.Generic.LookupViewSwitcher.onFormLoad) which allows users (with some configuration) the ability to setup lookup fields with dynamic filters.
  • #14440:
    Added a 'Risk Owner' field into the Risk Details page
  • #14595:
    Updated tooltips for 'Start Date' and 'Scheduled Finish' fields on the Project form.

2022.10.25.4

SenseiProject Solution released to 🚂Canary on 25 Oct 2022

Work Items:

  • #14440:
    Added a 'Risk Owner' field into the Risk Details page
  • #14595:
    Updated tooltips for 'Start Date' and 'Scheduled Finish' fields on the Project form.

2022.10.11.3

SenseiProjectIndependent Solution released to 🚂Canary on 12 Oct 2022

Work Items:

  • #14426:
    New functionality to risks allowing users to provide risk notes (commentary) as desired. See docs.altus.cloud for further information regarding notes and how change in Project Ownership affect historical notes.

Fixes:

  • #14597:
    Resolved a Resource to Finance Sync exception when an unexpected data scenario is encountered

2022.10.12.3

SenseiControlsV1 Solution released to 🚂Canary on 12 Oct 2022

Work Items:

  • #10068:
    Make the "+Add" button on the timesheet respect the filter for Active Project and Active Project Tasks

Fixes:

  • #14520:
    Resolved an issue where the resource entry box was covered by the suggested resources dropdown 
  • #14523:
    Resolved an issue where some tasks become unresponsive when dragging the end date of the task
  • #14551:
    Resolved an issue when saving tasks using custom date fields

2022.10.12.2

SenseiProject Solution released to 🚂Canary on 12 Oct 2022

Work Items:

  • #12843:
    Automatic background import of timesheet actuals into project financials upon timesheet approval
  • #14426:
    New functionality to risks allowing users to provide risk notes (commentary) as desired. See docs.altus.cloud for further information regarding notes and how change in Project Ownership affect historical notes.
  • #14435:
    Out of the box Assigned To fields on the Risk entity will now filter with the following rules.
    • Fullname DOES NOT START with "#"
    • Azure AD Object ID CONTAINS DATA
    • Application ID DOES NOT CONTAIN DATA
    • Status EQUALS Active
    Additionally, we have incorporated and surfaced a function (sensei_SenseiProject.Generic.LookupViewSwitcher.onFormLoad) which allows users (with some configuration) the ability to setup lookup fields with dynamic filters.

Fixes:

  • #14514:
    Resolved a potential concurrency issue in the resource plan even when there is only one user making an update
  • #14597:
    Resolved a Resource to Finance Sync exception when an unexpected data scenario is encountered

2022.10.07.3

SenseiControlsV1 Solution released to 🚂Canary on 7 Oct 2022

2022.10.06.2

SenseiProjectIndependent Solution released to 🚂Canary on 7 Oct 2022

Work Items:

  • #12843:
    Automatic background import of timesheet actuals into project financials upon timesheet approval

Fixes:

  • #14514:
    Resolved a potential concurrency issue in the resource plan even when there is only one user making an update

2022.10.07.2

SenseiControlsV1 Solution released to 🚂Canary on 7 Oct 2022

Work Items:

  • #12843:
    Automatic background import of timesheet actuals into project financials upon timesheet approval

Fixes:

  • #12510:
    IQ Exceptions: The Sensei IQ Auth pop up has been blocked
  • #14514:
    Resolved a potential concurrency issue in the resource plan even when there is only one user making an update

2022.10.04.5

SenseiProjectIndependent Solution released to 🚂Canary on 4 Oct 2022

Work Items:

  • #8406:
    Restricted the ability to allow special characters in project names (as per Microsoft documentation) to ensure group/channel creation processes succeed
  • #11048:
    Assignment Sync for DevOps
  • #12843:
    Automatic background import of timesheet actuals into project financials upon timesheet approval
  • #14181:
    Ability to configure the program KPIs that will be displayed on the program status widget in the program details page. To view and change these settings, go to Settings > Configuration Settings > Programs > Program Summary.

Fixes:

  • #11960:
    When creating new Portfolios (and Programs), the form does not open on the Details page by default

2022.10.04.5

SenseiProject Solution released to 🚂Canary on 4 Oct 2022

Work Items:

  • #11048:
    Assignment Sync for DevOps
  • #12843:
    Automatic background import of timesheet actuals into project financials upon timesheet approval
  • #14181:
    Ability to configure the program KPIs that will be displayed on the program status widget in the program details page. To view and change these settings, go to Settings > Configuration Settings > Programs > Program Summary.

Fixes:

  • #11960:
    When creating new Portfolios (and Programs), the form does not open on the Details page by default

2022.10.04.3

SenseiControlsV1 Solution released to 🚂Canary on 4 Oct 2022

Work Items:

  • #12843:
    Automatic background import of timesheet actuals into project financials upon timesheet approval

2022.09.26.4

SenseiControlsV1 Solution released to 🚂Canary on 27 Sep 2022

Work Items:

  • #13989:
    Improved the performance of the inbuilt IQ Scheduler by changing save operations to be on demand rather than constant. Users will need to manually save the schedule after making desired changes, and will be prompted if browsing away or opening another window.

2022.09.16.2

SenseiProjectIndependent Solution released to 🚂Canary on 21 Sep 2022

Work Items:

  • #14048:
    Introduced the ability to disable default security role assignments to entity owners on group creation within Sensei IQ. This feature is aimed at organisations with strict security policies which require need the exact control of permissions for group members. Important note: disabling the default security role assignments may require additional customisation work to be performed to ensure permission to key aspects of the IQ application are not lost.

Fixes:

  • #12753:
    Task Sync: Extended delta task sync functionality to support participation from custom sync tables 

2022.09.20.13

SenseiControlsV1 Solution released to 🚂Canary on 21 Sep 2022

Work Items:

  • #8406:
    Restricted the ability to allow special characters in project names (as per Microsoft documentation) to ensure group/channel creation processes succeed
  • #12533:
    IQ's task scheduling control now respects the default configured against the Project Task (Task Type).
  • #13660:
    Creation of Sub Tab Control to handle scenarios where you would like Sub Tabs to appear beneath a Form Tab which control visibility of Sections within that Form Tab. 
  • #14181:
    Ability to configure the program KPIs that will be displayed on the program status widget in the program details page. To view and change these settings, go to Settings > Configuration Settings > Programs > Program Summary.

2022.09.13.4

SenseiProject Solution released to 🚂Canary on 13 Sep 2022

Work Items:

  • #11494:
    Users have now the added ability to copy the latest status update when creating a status update. Additionally they can also clear out the status comments field at once (only present when creating a status update).
  • #12793:
    Ability to configure the project KPIs that will be displayed on the project status widget in the project details page. To view and change these settings, go to Settings > Configuration Settings > Projects > Project Progress.

2022.09.13.10

SenseiProjectIndependent Solution released to 🚂Canary on 13 Sep 2022

Work Items:

  • #11494:
    Users have now the added ability to copy the latest status update when creating a status update. Additionally they can also clear out the status comments field at once (only present when creating a status update).
  • #12793:
    Ability to configure the project KPIs that will be displayed on the project status widget in the project details page. To view and change these settings, go to Settings > Configuration Settings > Projects > Project Progress.

2022.09.13.5

SenseiControlsV1 Solution released to 🚂Canary on 13 Sep 2022

Work Items:

  • #12793:
    Ability to configure the project KPIs that will be displayed on the project status widget in the project details page. To view and change these settings, go to Settings > Configuration Settings > Projects > Project Progress.

Fixes:

  • #10006:
    Removed incorrect and unnecessary links in the Status Update control
  • #13116:
    Resolved an issue where some drop down selectors were hidden making it difficult to select correct values in the drop down
  • #14171:
    Fixed a bug where the number of hours used to define an FTE was hard locked to 8 hours instead of being based on the default calendar Hours per Work Day field.

2022.09.08.4

SenseiProject Solution released to 🚂Canary on 9 Sep 2022

Work Items:

  • #13003:
    Business cases now have their own details tab form layout, so it can be configured/customised separately as required

Fixes:

  • #12235:
    Fixed: Label for 'Duration Estimate' should have Days in parentheses instead of Hours, which matches up to measurement in reports

2022.09.07.3

SenseiProjectIndependent Solution released to 🚂Canary on 9 Sep 2022

Fixes:

  • #12235:
    Fixed: Label for 'Duration Estimate' should have Days in parentheses instead of Hours, which matches up to measurement in reports

2022.09.08.4

SenseiControlsV1 Solution released to 🚂Canary on 9 Sep 2022

2022.09.06.9

SenseiProjectIndependent Solution released to 🚂Canary on 6 Sep 2022

Work Items:

  • #5616:
    BPF Field Locking: Adapt/Include in IQ
  • #11230:
    Add status columns to Fiscal Periods create view, - Remove Created on
  • #11365:
    Added a setting to allow administrators to disable the ability to import resource plans as financial forecasts
  • #11635:
    Clicking on the "Big Text" links on the home page still goes to Insights instead of the main lists
  • #11847:
    Business Case - Project Type & BPF
  • #11967:
    Business Case - Navigation and View Modifications
  • #12099:
    Updated the locking period field labels to provide additional clarity

Fixes:

  • #8511:
    Updated deprecated script reference in PFTW edition that was affecting the creation of new projects. 
  • #10073:
    Different finish date in Insights vs Projects for the same project
  • #12985:
    Fixed: Intermittent error appears for Business Case despite required fields being entered during selection stage

2022.09.06.3

SenseiProject Solution released to 🚂Canary on 6 Sep 2022

Work Items:

  • #5616:
    BPF Field Locking: Adapt/Include in IQ
  • #11230:
    Add status columns to Fiscal Periods create view, - Remove Created on
  • #11365:
    Added a setting to allow administrators to disable the ability to import resource plans as financial forecasts
  • #11635:
    Clicking on the "Big Text" links on the home page still goes to Insights instead of the main lists
  • #11847:
    Business Case - Project Type & BPF
  • #11967:
    Business Case - Navigation and View Modifications
  • #12099:
    Updated the locking period field labels to provide additional clarity

Fixes:

  • #8511:
    Updated deprecated script reference in PFTW edition that was affecting the creation of new projects. 
  • #10073:
    Different finish date in Insights vs Projects for the same project
  • #12985:
    Fixed: Intermittent error appears for Business Case despite required fields being entered during selection stage

2022.09.06.6

SenseiControlsV1 Solution released to 🚂Canary on 6 Sep 2022

Work Items:

  • #8126:
    Resource requests now allow users to submit in percentage FTE allocation instead of hours
  • #11789:
    A visual indicator is shown on a 'New Status Update' where there are changes that have not been synched into the Forecasts of the Financials app. 
  • #11962:
    Updated the summed values of FTE and % FTE Total Calculations when zoomed to a smaller period
  • #13912:
    Risk matrix settings provides the ability to specify the colour of specific cells on the risk matrix by using X and Y coordinates. The solution is configurable via Sensei IQ config settings.

Fixes:

  • #13081:
    Fixed: When using the Dashboard Widget, if there is no aggregated data returned from a query an error is displayed

2022.08.31.4

SenseiProjectIndependent Solution released to 🚂Canary on 31 Aug 2022

Work Items:

  • #10073: Different finish date in Insights vs Projects for the same project
  • #11230: Add status columns to Fiscal Periods create view, - Remove Created on
  • #11365: Added a setting to allow administrators to disable the ability to import resource plans as financial forecasts
  • #11635: Clicking on the "Big Text" links on the home page still goes to Insights instead of the main lists
  • #11855: Minor user interface improvements to the Resource Import as Financial Forecasts feature, which remains in development with a planned release in September.
  • #11941: Planner task sync - tasks which only have Start date will not be synced correctly
  • #12011: Repositioning of feedback request bubble
  • #12116: Ability to open a resource request from a project's resource plan view
  • #12882: Planner integration: Tasks tab should always show even when there are no tasks

2022.08.31.3

SenseiProject Solution released to 🚂Canary on 31 Aug 2022

Work Items:

  • #10073: Different finish date in Insights vs Projects for the same project
  • #11230: Add status columns to Fiscal Periods create view, - Remove Created on
  • #11365: Added a setting to allow administrators to disable the ability to import resource plans as financial forecasts
  • #11635: Clicking on the "Big Text" links on the home page still goes to Insights instead of the main lists
  • #11855: Minor user interface improvements to the Resource Import as Financial Forecasts feature, which remains in development with a planned release in September.
  • #11941: Planner task sync - tasks which only have Start date will not be synced correctly
  • #12011: Repositioning of feedback request bubble
  • #12116: Ability to open a resource request from a project's resource plan view
  • #12882: Planner integration: Tasks tab should always show even when there are no tasks

2022.08.31.6

SenseiControlsV1 Solution released to 🚂Canary on 31 Aug 2022

Work Items:

  • #11365: Added a setting to allow administrators to disable the ability to import resource plans as financial forecasts
  • #11855: Minor user interface improvements to the Resource Import as Financial Forecasts feature, which remains in development with a planned release in September.
  • #13803: PCF pipeline build issue
  • #13813: Introduced a data concurrency safeguard mechanism to detect and protect against the creation of duplicate row entries in the Timesheet or Resource modules which could occur if more than one user simultaneously alters and saves the same entry.

2022.08.22.1

SenseiProjectIndependent Solution released to 🚂Canary on 23 Aug 2022

Work Items:

  • #8511: Fix for error on creating a new project
  • #12116: Ability to open a resource request from a project's resource plan view
  • #13296: Settings View
  • #13298: Built in settings schemas and default values
  • #13330: Configurable IQ home page

2022.08.22.1

SenseiControlsV1 Solution released to 🚂Canary on 23 Aug 2022

Work Items:

  • #12116: Ability to open a resource request from a project's resource plan view
  • #12891: Finances: Top Down Budgeting - Creating A Program Budget (1)

2022.08.16.5

SenseiProject Solution released to 🚂Canary on 16 Aug 2022

Work Items:

  • #13078: Add Cost Category Default field to Project and Bookable Resource form
  • #13296: Settings View
  • #13298: Built in settings schemas and default values
  • #13330: Configurable IQ home page

2022.08.16.5

SenseiControlsV1 Solution released to 🚂Canary on 16 Aug 2022

Work Items:

  • #13296: Settings View
  • #13297: Custom Settings Widgets - OptionSet/Record
  • #13298: Built in settings schemas and default values
  • #13330: Configurable IQ home page

2022.08.02.2

SenseiProjectIndependent Solution released to 🚂Canary on 2 Aug 2022

Work Items:

  • #10073: Different finish date in Insights vs Projects for the same project
  • #11941: Planner task sync - tasks which only have Start date will not be synced correctly
  • #12011: Repositioning of feedback request bubble
  • #12882: Planner integration: Tasks tab should always show even when there are no tasks
  • #13017: Hide Userback feedback bubble
  • #13078: Add Cost Category Default field to Project and Bookable Resource form
  • #13113: Finance Grid fails to load with default master data configuration

2022.08.02.1

SenseiControlsV1 Solution released to 🚂Canary on 2 Aug 2022

Work Items:

  • #8114: When adding a resource to a resource plan, the add resource picker should filter the default view to only show generic resources
  • #11495: Task Grid: is Summary Flag not reset when outdented

2022.08.02.5

SenseiProject Solution released to 🚂Canary on 2 Aug 2022

Work Items:

  • #10073: Different finish date in Insights vs Projects for the same project
  • #11230: Add status columns to Fiscal Periods create view, - Remove Created on
  • #11941: Planner task sync - tasks which only have Start date will not be synced correctly
  • #12011: Repositioning of feedback request bubble
  • #12882: Planner integration: Tasks tab should always show even when there are no tasks
  • #13017: Hide Userback feedback bubble
  • #13113: Finance Grid fails to load with default master data configuration

2022.07.26.4

SenseiProject Solution released to 🚂Canary on 27 Jul 2022

Work Items:

  • #5616: BPF Field Locking: Adapt/Include in IQ
  • #9636: Client Side Sync: Planner Sync Tables etc
  • #10849: Bucket Sync: Duplicates
  • #11635: Clicking on the "Big Text" links on the home page still goes to Insights instead of the main lists
  • #12310: Tasks Dashboard for Planner: Extend Planner Sync to capture Priority
  • #12330: Project Executives cannot See/Save Resource Requests
  • #12350: Resource to Finance Sync: Fiscal Period Locking and UI Changes
  • #12426: Typo in Timesheet approval Flow
  • #12853: Planner Master Data - confirm active and remove CRM123456

2022.07.27.4

SenseiControlsV1 Solution released to 🚂Canary on 27 Jul 2022

Work Items:

  • #11542: Finance: Financial Category Filter in Finance Grid
  • #11939: Resource Demand: Resource Demand is in read-only mode for Resource Managers under a different business unit
  • #12350: Resource to Finance Sync: Fiscal Period Locking and UI Changes
  • #12986: EPP Not clickable: setProjectLastSyncNow missing

2022.07.18.2

SenseiProjectIndependent Solution released to 🚂Canary on 19 Jul 2022

Work Items:

  • #9636: Client Side Sync: Planner Sync Tables etc
  • #10849: Bucket Sync: Duplicates
  • #12213: Additional Project Delete Protection
  • #12292: Tasks Dashboard for Planner: Widget: Tasks Due
  • #12308: Tasks Dashboard for Planner: Tasks Tab visibility switching
  • #12310: Tasks Dashboard for Planner: Extend Planner Sync to capture Priority

2022.07.13.1

SenseiProject Solution released to 🚂Canary on 19 Jul 2022

Work Items:

  • #12292: Tasks Dashboard for Planner: Widget: Tasks Due
  • #12308: Tasks Dashboard for Planner: Tasks Tab visibility switching

2022.07.19.8

SenseiControlsV1 Solution released to 🚂Canary on 19 Jul 2022

Work Items:

  • #10078: External project link button behaviour
  • #12273: Tasks Dashboard for Planner: Widget: All Tasks
  • #12274: Tasks Dashboard for Planner: Widget: Assigned Tasks
  • #12292: Tasks Dashboard for Planner: Widget: Tasks Due
  • #12300: Tasks Dashboard for Planner: Widget: Tasks Due Graph
  • #12303: Tasks Dashboard for Planner: Widget: Task Progress
  • #12304: Tasks Dashboard for Planner: Widget: Task Progress Graph
  • #12305: Tasks Dashboard for Planner: Widget: Task Priority
  • #12306: Tasks Dashboard for Planner: Widget: Task Priority Graph
  • #12754: Finance Grid: show currency symbol specified against the project with fallback to org instead of user format

2022.07.07.5

SenseiProjectIndependent Solution released to 🚂Canary on 12 Jul 2022

2022.07.12.1

SenseiProject Solution released to 🚂Canary on 12 Jul 2022

Work Items:

  • #12213: Additional Project Delete Protection

2022.07.12.6

SenseiControlsV1 Solution released to 🚂Canary on 12 Jul 2022

Work Items:

  • #8421: Move resource plan to new date
  • #12615: Missing Financials grid fails to load due to browser precision issue

2022.07.05.3

SenseiProject Solution released to 🚂Canary on 5 Jul 2022

Work Items:

  • #12310: Tasks Dashboard for Planner: Extend Planner Sync to capture Priority
  • #12389: Optimise Resource to Finance Sync for large datasets

2022.07.05.5

SenseiControlsV1 Solution released to 🚂Canary on 5 Jul 2022

2022.07.05.5

SenseiProjectIndependent Solution released to 🚂Canary on 5 Jul 2022

Work Items:

  • #12310: Tasks Dashboard for Planner: Extend Planner Sync to capture Priority
  • #12389: Optimise Resource to Finance Sync for large datasets

2022.07.05.4

SenseiControlsV1 Solution released to 🚂Canary on 5 Jul 2022

Work Items:

  • #11348: NNPX Planner Modifications
  • #11737: Tasks app % complete only holding whole numbers
  • #12310: Tasks Dashboard for Planner: Extend Planner Sync to capture Priority

2022.06.28.11

SenseiProjectIndependent Solution released to 🚂Canary on 28 Jun 2022

Work Items:

  • #10573: Update new Security Roles to be not customizable
  • #10837: Observation: For bulk create fiscal periods, there is a limit on max period duration for weeks and months
  • #10879: Program Status: Add Duration Complete Rollup
  • #11000: Resource to Finance Sync: Table changes
  • #11001: Resource to Finance Sync: Framework and Client Stub
  • #11002: Resource to Finance Sync: Server side implementation
  • #11143: Show the Project "Start Date" field on the Details page.
  • #11193: UserBack does not appear in PFTW edition

2022.06.28.13

SenseiProject Solution released to 🚂Canary on 28 Jun 2022

Work Items:

  • #10573: Update new Security Roles to be not customizable
  • #10837: Observation: For bulk create fiscal periods, there is a limit on max period duration for weeks and months
  • #10879: Program Status: Add Duration Complete Rollup
  • #11000: Resource to Finance Sync: Table changes
  • #11001: Resource to Finance Sync: Framework and Client Stub
  • #11002: Resource to Finance Sync: Server side implementation
  • #11143: Show the Project "Start Date" field on the Details page.
  • #11193: UserBack does not appear in PFTW edition

2022.06.28.11

SenseiControlsV1 Solution released to 🚂Canary on 28 Jun 2022

Work Items:

  • #11001: Resource to Finance Sync: Framework and Client Stub
  • #11002: Resource to Finance Sync: Server side implementation
  • #11003: Resource to Finance Sync: External item/transaction form changes
  • #11364: Finance: Implement Period Locking

2022.06.21.5

SenseiProjectIndependent Solution released to 🚂Canary on 22 Jun 2022

Work Items:

  • #9477: Remove Calendar PCF for exceptions and use list view instead
  • #11002: Resource to Finance Sync: Server side implementation
  • #11380: Financials: Financial Items Security

2022.06.21.5

SenseiControlsV1 Solution released to 🚂Canary on 22 Jun 2022

Work Items:

  • #6802: IQ Schedule: Change % Complete Rollup to be based on duration - Project Status Control
  • #10879: Program Status: Add Duration Complete Rollup
  • #10880: Portfolio Status: Add Duration Complete Rollup
  • #11380: Financials: Financial Items Security
  • #11491: Finance Grid: Variance is not calculated correctly on a past Fiscal Period which contains the current month

2022.06.21.1

SenseiProject Solution released to 🚂Canary on 22 Jun 2022

Work Items:

  • #9477: Remove Calendar PCF for exceptions and use list view instead
  • #10879: Program Status: Add Duration Complete Rollup
  • #11002: Resource to Finance Sync: Server side implementation
  • #11380: Financials: Financial Items Security
  • #11491: Finance Grid: Variance is not calculated correctly on a past Fiscal Period which contains the current month
  • #12215: Error importing solution due to Project_Duration calculated field

2022.06.14.2

SenseiProjectIndependent Solution released to 🚂Canary on 14 Jun 2022

Work Items:

  • #8112: Create approved resource requests from the “Resource Demand” page
  • #10879: Program Status: Add Duration Complete Rollup
  • #11491: Finance Grid: Variance is not calculated correctly on a past Fiscal Period which contains the current month

2022.06.14.4

SenseiControlsV1 Solution released to 🚂Canary on 14 Jun 2022

Work Items:

  • #6802: IQ Schedule: Change % Complete Rollup to be based on duration - Project Status Control
  • #10879: Program Status: Add Duration Complete Rollup
  • #10880: Portfolio Status: Add Duration Complete Rollup
  • #11234: Finance App "New" Buttons Should Respect User Record Access
  • #11491: Finance Grid: Variance is not calculated correctly on a past Fiscal Period which contains the current month

2022.06.07.2

SenseiProjectIndependent Solution released to 🚂Canary on 7 Jun 2022

Work Items:

  • #10879: Program Status: Add Duration Complete Rollup
  • #11496: Issue when applying Group Ownership to a Project when Notes/Attachments functionality is turned on

2022.06.07.2

SenseiProject Solution released to 🚂Canary on 7 Jun 2022

Work Items:

  • #8112: Create approved resource requests from the “Resource Demand” page
  • #11496: Issue when applying Group Ownership to a Project when Notes/Attachments functionality is turned on

2022.06.07.4

SenseiControlsV1 Solution released to 🚂Canary on 7 Jun 2022

Work Items:

  • #8112: Create approved resource requests from the “Resource Demand” page
  • #8113: Ability to remove a resource from a project allocation from the resource demand view
  • #9150: Resource Demand: Generic hours spread over weekdays to help with variance at different zoom levels

Move to abbreviated format

Note

From this point on we will move this page to an abbreviated Release Notes style format - this will be replaced in future with a more friendly explanation of upcoming features.

2022.05.31.3

  • Atsumeru - 2022.05.31.2
  • Kaizen - 2022.05.31.3
  • SenseiControlsV1 - 2022.05.27.3

Environment Release Date Status
🚂Canary 31 May 2022 ✅
🚂First Release 8 Jun 2022 ✅
🚂General Availability 15 Jun 2022 ✅

Work Items:

  • #9149: Product Backlog Item - Userback: Implement User Feedback Prompt
  • #10879: Product Backlog Item - Program Status: Add Duration Complete Rollup field support ahead of change to effort based % complete.

Fixes:

  • #11217: Bug - Entity Owner Group Picker fails to assign existing group first used by different business unit

2022.05.24.11

  • Atsumeru - 2022.05.24.4
  • Kaizen - 2022.05.24.11
  • SenseiControlsV1 - 2022.05.23.3

Environment Release Date Status
🚂Canary 25 May 2022 ✅
🚂First Release 1 Jun 2022 ✅
🚂General Availability 8 Jun 2022 ✅

Work Items:

  • #10837: For bulk create fiscal periods, increase limit on max period duration for weeks and months
  • #9149: Added table for recording user feedback.

Fixes:

  • #10573: Update all Security Roles to be not customizable to prevent data loss when updates are applied.

2022.05.20.3

  • Atsumeru - 2022.05.18.4
  • Kaizen - 2022.05.18.4
  • SenseiControlsV1 - 2022.05.20.3

Environment Release Date Status
🚂Canary 20 May 2022 🌶️ - Hotfix
🚂First Release 20 May 2022 🌶️ - Hotfix
🚂General Availability 25 May 2022 ✅

Work Items:

  • #11618: Bug - Finance App: Fix for integration scenario where a large number of Financial items have been imported without row ID's, will no longer present "duplicates".

2022.05.18.4

  • Atsumeru - 2022.05.18.4
  • Kaizen - 2022.05.18.4
  • SenseiControlsV1 - 2022.05.18.1

Environment Release Date Status
🚂Canary 19 May 2022 ✅
🚂First Release 25 May 2022 ✅
🚂General Availability 1 Jun 2022 ✅

Work Items:

  • #9205: Resource Request Views - Clean-up columns and small adjustments.
  • #9215, #9217, #9384: NNPX and Client Side Sync for Planner ⚡ - This functionality will be enabled at a later date.

Fixes:

  • #9338: Ensure access for Assigned To fails
  • #10105: My Active Projects list view shows non active projects
  • #10863: Background Sync: Project user is not prompted with an error when trying to link an external project which they don't have access to
  • #10955: PMO User security role doesn't have access to Risks

2022.05.10.3

  • Atsumeru - 2022.05.09.5
  • Kaizen - 2022.05.03.2
  • SenseiControlsV1 - 2022.05.10.3

Environment Release Date Status
🚂Canary 11 May 2022 ✅
🚂First Release 18 May 2022 ✅
🚂General Availability 25 May 2022 ✅

Fixes:

  • #8668: Project Name is cut off in Availability Heatmap
  • #10105: My Active Projects list view also shows non active projects
  • #10955: PMO User security role doesn't have access to Risks
  • #11296: Finance grid fails to load when high levels of precision are used

2022.05.03.8

  • Atsumeru - 2022.05.03.8
  • Kaizen - 2022.05.03.2
  • SenseiControlsV1 - 2022.04.22.1

Environment Release Date Status
🚂Canary 3 May 2022 ✅
🚂First Release 11 May 2022 ✅
🚂General Availability 18 May 2022 ✅

Fixes:

  • #9205: Resource Request Views: Removal of views utilised by the system.
  • #10856: Move UserBack feedback icon so it doesn't obscure the Project creation side panel

2022.04.26.4

  • Atsumeru - 2022.04.12.6
  • Kaizen - 2022.04.26.4
  • SenseiControlsV1 - 2022.04.22.1

Environment Release Date Status
🚂Canary 27 Apr 2022 ✅
🚂First Release 4 May 2022 ✅
🚂General Availability 11 May 2022 ✅

Work Items:

  • #9759: Change from the User Report feedback tool to the UserBack feedback tool. This enhanced feedback tool allows for more direct communication of user feedback to our product team.

Fixes:

  • #10977: In some scenarios some tasks from external systems are not identified correctly for synchronisation. To receive this update, please deploy the latest Task Sync DataFlow for your External System.
  • #10733: In some scenarios start/end dates synchronised from PFTW were not shown to be the same as the start/end dates shown in the PFTW user interface. This is caused by the incorrect storage of the dates by Microsoft into the PFTW Dataverse table. We have produced a new PFTW Task DataFlow to address this as much as possible. To receive this update, please deploy the latest Task Sync DataFlow for PFTW.
  • #11069: Totals displayed in change requests (and other) summary page had more decimal places than required.

2022.04.19.4

  • Atsumeru - 2022.04.12.6
  • Kaizen - 2022.04.08.1
  • SenseiControlsV1 - 2022.04.19.4

Environment Release Date Status
🚂Canary 19 Apr 2022 ✅
🚂First Release 27 Apr 2022 ✅
🚂General Availability 4 May 2022 ✅

Work Items:

  • #10562: Finance Grid - Less aggressive rounding of values

2022.04.13.3

  • Atsumeru - 2022.04.12.6
  • Kaizen - 2022.04.08.1
  • SenseiControlsV1 - 2022.04.13.3

Environment Release Date Status
🚂Canary 14 Apr 2022 ✅
🚂First Release 20 Apr 2022 ✅
🚂General Availability 27 Apr 2022 ✅

Work Items:

  • #9209: Preparatory module deployment: Client Side Sync: Planner Sync Engine ⚡
    • No visible functionality will be seen from this item
  • #9636: Preparatory module deployment: Client Side Sync: Planner Sync Tables
    • No visible functionality will be seen from this item

Fixes:

  • #9962: IQ Schedule: Updating a new task: Effort Hours are getting doubled when entering the same value for Effort Completed
  • #10466: Task Sync - Duplicate Tasks
  • #10690: IQ Schedule: Updating duration impacts effort completed
  • #11015: Finance - handle situation where fiscal periods are not deployed to environment

2022.04.13.2

  • Atsumeru - 2022.04.08.1
  • Kaizen - 2022.04.08.1
  • SenseiControlsV1 - 2022.04.13.2

Environment Release Date Status
🚂Canary N/A ⛔ - Skipped
🚂First Release N/A ⛔ - Skipped
🚂General Availability 14 Apr 2022 ✅

Work Items:

  • #11015: Finance - handle situation where fiscal periods are not deployed to environment

2022.04.08.7

  • Atsumeru - 2022.04.08.1
  • Kaizen - 2022.04.08.1
  • SenseiControlsV1 - 2022.04.08.7

Environment Release Date Status
🚂Canary 8 Apr 2022 ✅
🚂First Release 8 Apr 2022 ✅
🚂General Availability 13 Apr 2022 ✅

Work Items:

  • #10217: Finance: Additional Zoom Level (Fiscal)
  • #10218: Finance: Fiscal Period Entity Creation
  • #10872: Finance: Finance Grid now supports custom transaction types from the optionset (columns)

2022.04.05.4

  • Atsumeru - 2022.03.31.1
  • Kaizen - 2022.04.05.4
  • SenseiControlsV1 - 2022.04.05.3

Environment Release Date Status
🚂Canary 6 Apr 2022 ✅
🚂First Release 8 Apr 2022 ✅
🚂General Availability 13 Apr 2022 ✅

Work Items:

  • #10216: Finance: Horizontal layout
  • #10551: FInance: Change default finance totals view to "Overall Totals" instead of "Visible Period Totals"

Fixes:

  • #9287: IQ Schedule: Shows incorrect finish for some external tasks. External tasks are now manually scheduled and obey synchronised end dates.
  • #10685: IQ Schedule: Project progress does not update when changing tasks completion percent via the task edit form.
  • #10715: Proposal form with custom visible tabs is not showing details tab.
  • #10760: NNXP: Not launching from Project List view
  • #10774: A more resilient fix for spinner displays forever when loading some forms before having loaded a Project form.

2022.03.31.7

  • Atsumeru - 2022.03.30.3
  • Kaizen - 2022.03.31.7
  • SenseiControlsV1 - 2022.03.30.5

Environment Release Date Status
🚂Canary 31 Mar 2022 🌶️ - Hotfix
🚂First Release N/A ⛔ - Skipped
🚂General Availability N/A ⛔ - Skipped

Fixes:

  • #10760: NNXP: Not launching from Project List view
  • #10774: A never ending spinner is displayed while loading forms other than Project in some scenarios

2022.03.31.4

  • Atsumeru - 2022.03.8.1
  • Kaizen - 2022.03.31.4
  • SenseiControlsV1 - 2022.03.7.1

Environment Release Date Status
🚂Canary N/A ⛔ - Skipped
🚂First Release 31 Mar 2022 🌶️ - Hotfix
🚂General Availability 31 Mar 2022 🌶️ - Hotfix

Fixes:

  • #10774: A never ending spinner is displayed while loading forms other than Project in some scenarios

2022.03.30.5

  • Atsumeru - 2022.03.30.3
  • Kaizen - 2022.03.30.2
  • SenseiControlsV1 - 2022.03.30.5

Environment Release Date Status
🚂Canary 30 Mar 2022 ✅
🚂First Release 6 Apr 2022 ✅
🚂General Availability 13 Apr 2022 ✅

Work Items:

  • #9214: NNPX: First stage of the new project experience, a new dialogue to improve and streamline the creation of new projects. This puts in place the framework required for the introduction of new types of projects.

  • #9385: The New Project button on the home page now launches the NNXP to create new projects (side bar)
  • #10551: Finance Grid: Change default finance totals view to "Overall Totals" instead of "Visible Period Totals"

Fixes:

  • #9287: IQ Schedule: Incorrect finish date shown in some scenarios.
  • #10685: IQ Schedule: Project progress does not update when changing tasks completion percent via the task edit form
  • #10715: Custom tabs visible on the Proposal form causing missing details tab.

2022.03.25.3

  • Atsumeru - 2022.03.24.1
  • Kaizen - 2022.03.16.5
  • SenseiControlsV1 - 2022.03.25.3

Environment Release Date Status
🚂Canary 22 Mar 2022 ✅
🚂First Release 25 Mar 2022 ✅
🚂General Availability 13 Apr 2022 ✅
Note

This release has been stopped for general availability due to backwards compatibility concerns with the existing finance grid.
All the features in this release will be available in GA on the next release.

Work Items:

  • #5587 & #9775: IQ Schedule: Implement Task Type. This allows tasks to have different schedule behaviour:
    • Fixed Units
    • Fixed Work
    • Fixed Duration
  • #9219: External Project Picker: Sync Status Display. The external project picker on the Project form will now display additional information about the sync status.
  • #9821: Finance: Stage 1 of the Finance uplift project is the introduction of a new look & feel for the finance tab on projects. The functionality is the same but the presentation has been reworked to be consistent with the rest of the system and prepare for the addition of some exciting new features. See this the video summary below and this post for more information.

Fixes:

  • #10568: IQ Schedule: Progress % does not update

  • #10001: Task Sync Updates not coming through when only assignments changes in external system. Now when assignments change in an external system, and the task does not, the updates to the assignments will still be synchronised. New DataFlows are required for this fix to take effect - get the new DataFlows from the External System Reference Section.

  • #10449: Hotfix - Previous Hotfix for the Project Form selection drop-down missing is included in this update for now. We will remove the workaround when Microsoft releases their fix for the issue in update 9.2.22032.00110.

  • #9550: View Consistency update. Views have been updated to improve consistency, column orders and filters in the following areas:
    • Changes/Change Request
    • Decision
    • Deliverable
    • Enterprise Calendars
    • Issues
    • Lessons
    • Lessons/ Lesson Learned
    • Programs
    • Projects
    • Proposals
    • Risk
    • Timesheet Approvals/Timesheets

2022.03.16.5

  • Atsumeru (SenseiProjectIndependent) - 2022.3.8.1
  • Kaizen (SenseiProject) - 2022.3.16.5
  • SenseiControlsV1 - 2022.3.7.1

Environment Release Date Status
🚂Canary 16 Mar 2022 ✅
🚂First Release 16 Mar 2022 ✅
🚂General Availability 23 Mar 2022 ✅

Work Items:

  • #10449: Fix: Adaptation of Hotfix for Project Form selection drop-down missing and unable to change tabs

2022.03.15.4

  • Atsumeru (SenseiProjectIndependent) - 2022.3.8.1
  • Kaizen (SenseiProject) - 2022.3.15.4
  • SenseiControlsV1 - 2022.3.7.1

Environment Release Date Status
🚂Canary 15 Mar 2022 ✅
🚂First Release 15 Mar 2022 ✅
🚂General Availability 23 Mar 2022 ✅

Work Items:

  • #6076: Form load improvements with hiding visible tabs. In order to improve the load time for forms where the Tab visibility is subject to rules, all tabs will start hidden and then be progressively enabled as required. This improves load times and eliminates the "Flash" when loading forms. There is a possible edge case for customers that have custom tabs where previously hidden tabs in the designer are shown. This can be easily avoided by following the steps in the troubleshooting guide.
  • #7191: Update the "Power BI Report Missing" text to be more helpful
  • #8958: Clicking the external system icon should take the user to the External system schedule
  • #9449: Dataverse search enabled
  • #9907: Custom API - RateByDay - optionally return all override rates
  • #10101: Demo Data Loader, enable Projects loaded via the Demo Data Loader to be linked to local Teams/Groups. Remove Teams Channel Id from Demo Data "sensei_channelid"

2022.03.15.3

  • Atsumeru (SenseiProjectIndependent) - 2022.2.28.2
  • Kaizen (SenseiProject) - 2022.3.15.3
  • SenseiControlsV1 - 2022.2.15.1

Environment Release Date Status
🚂Canary N/A ⛔ - Skipped
🚂First Release N/A ⛔ - Skipped
🚂General Availability 15 Mar 2022 🌶️ - Hotfix

Work Items:

  • #10449: Hotfix: Project Form selection drop-down missing and unable to change tabs

2022.03.08.4

  • Atsumeru - 2022.03.08.1
  • Kaizen - 2022.03.08.4
  • SenseiControlsV1 - 2022.03.07.1

Environment Release Date Status
🚂Canary 8 Mar 2022 ✅
🚂First Release 16 Mar 2022 ⛔ - Superseded by Hotfix
🚂General Availability 23 Mar 2022 ⛔ - Superseded by Hotfix

Work Items:

  • #6076: Form load improvements with hiding visible tabs
  • #7191: Update the "Power BI Report Missing" text to be more helpful
  • #9907: Custom API - RateByDay - optionally return all override rates

Fixes:

  • #9823: Task Sync Updates not coming through

2022.02.28.2

  • Atsumeru - 2022.02.28.2
  • Kaizen - 2022.02.28.1
  • SenseiControlsV1 - 2022.02.15.1

Environment Release Dates Deployed
🚂Canary 3 Mar 2022 ✅
🚂First Release 3 Mar 2022 ✅
🚂General Availability 3 Mar 2022 ✅

Work Items:

  • #5402: Upgrade Teams app auth to use new Auth Code Grant Flow
  • #9221: Client Side Sync: Feature Flag
  • #9449: Search on the top of the browser has been configured to search through Sensei IQ. Any custom layers added to the base system will need to be set to also show in this search.

  • #9784: Expose Cost/Sell Custom APIs via GET

Fixes:

  • #9757: When opening a project from the teams channel in the Teams app (not browser), an authorised tab opens in the browser but the authentication does not complete
  • #9824: Token expiry - auto created bookable resource does not have line manager

2022.02.22.13

  • Atsumeru - 2022.02.22.13
  • Kaizen - 2022.02.18.1
  • SenseiControlsV1 - 2022.02.15.1

Environment Release Dates Deployed
🚂Canary 23 Feb 2022 ✅
🚂First Release 3 Mar 2022 ✅
🚂General Availability 9 Mar 2022 ✅

Work Items:

  • #4708: SSRS Landscape report for Program summary - New Report template deployed
  • #4709: SSRS Landscape report for Portfolio summary - New Report template deployed
  • #8189: Change sitemap to default to area entity list, not Insights Power Bi report

2022.02.15.9

  • Atsumeru - 2022.02.15.9
  • Kaizen - 2022.02.15.2
  • SenseiControlsV1 - 2022.02.15.1

Environment Release Dates Deployed
🚂Canary 16 Feb 2022 ✅
🚂First Release 23 Feb 2022 ✅
🚂General Availability 3 Mar 2022 ✅

Work Items:

  • #8189: Change sitemap to default to area entity list, not Insights report. So for example: when users select Projects in Sensei IQ the Projects list opens initially, not the insights report.
  • #8422: Timesheets: Rename "Generate" button to "Bulk Create" in Timesheet Period view
  • #9173: Product Backlog Item - Change New Tabs Experience behaviour to keep all 4 tabs visible (instead of hiding the active one)
  • #9692: Product Backlog Item - Automatic User Creation: Default Target Utilisation to "100"
  • #9693: Product Backlog Item - Change Tab icon from orange books to blue books

Fixes:

  • #5830: Project Status Report: Financials Category Costs section displays incorrect entries
  • #8798: Timesheets: Timesheet reminders should NOT be sent for closed periods/deactivated users
  • #8850: Timesheets: Timesheet reminder is not being sent when timesheet for the previous period is NOT created
  • #9556: Resources: Can't auto-create bookable resource when System User's name is very long

2022.02.08.2

  • Atsumeru - 2022.02.08.2
  • Kaizen - 2022.02.01.3
  • SenseiControlsV1 - 2022.02.08.2

Environment Release Dates Deployed
🚂Canary 9 Feb 2022 ✅
🚂First Release 16 Feb 2022 ✅
🚂General Availability 23 Feb 2022 ✅

Work Items:

  • #7523: Resourcing: Automatic creation of bookable resources. Users from AD are now visible in the "Select a resource to add" list and can be added to the Resource Request. These users are created as Bookable Resources with default values:

    • Primary Role: "Unclassified" if there is no match in AD to a Generic role in the system
    • Line Manager: the value from AD
    • Enterprise Calendar: "Default Calendar"

  • #9170: Demo Data Uplift: Resource & Timesheet data has been added to the demo data

Fixes:

  • #5830: Project Status Report - Financials Category Costs section displays incorrect entries

2022.01.31.3

  • Atsumeru - 2022.01.31.3
  • Kaizen - 2022.02.01.3
  • SenseiControlsV1 - 2022.01.31.1

Environment Release Dates Deployed
🚂Canary 2 Feb 2022 ✅
🚂First Release 9 Feb 2022 ✅
🚂General Availability 16 Feb 2022 ✅

Work Items:

  • #5463: When a Project is already attached to an IQ project it should be indicated
  • #8713: Support for New Delete API

Fixes:

  • #8687: Task Sync Delete Optimisations (Server Side API)
  • #9614: Status Update: Baseline status update is displayed as null in subgrid

2022.01.19.2

  • Atsumeru - 2022.01.18.6
  • Kaizen - 2022.01.18.6
  • SenseiControlsV1 - 2022.01.19.2

Environment Release Dates Deployed
🚂Canary 26 Jan 2022 ✅
🚂First Release 2 Feb 2022 ✅
🚂General Availability 9 Feb 2022 ✅

Fixes:

  • #8127: Effort completed re-sets to 0
  • #9364: Effort fields on tasks that are synced externally are reset to zero

2022.01.18.14

  • Atsumeru - 2022.1.18.14
  • Kaizen - 2022.1.18.6
  • SenseiControlsV1 - 2022.1.18.7

Environment Release Dates Deployed
🚂Canary 19 Jan 2022 ✅
🚂First Release 26 Jan 2022 ✅
🚂General Availability 2 Feb 2022 ✅

Work Items:

  • #7106: Task Sync: Increase character length for Project and Task Names
  • #5445: IQ Group Picker - Owners listed as well as Members
  • #8308: Resource Planning: Auto-add for Resource Allocation outside the Team
  • #8669: Timesheets: Created by details replaced by Submitted and Approved/Rejected details
  • #8730: Timesheets: Consolidation of views
  • #9139: Add Sensei IQ Syncfusion schedule icon to Project List view

Fixes:

  • #7777: Deliverables: Missing Due Date indicator is incorrect
  • #8862: Timesheet Period creation - prevent overlaps or gaps when creating via Form
  • #9108: Navigating away from Resource Availability Heatmap and clicking save does NOT save committed hours
  • #9109: Unsaved changes in Resource Availability Heatmap are lost when navigating to next page
  • #9135: Resource Availability Heatmap grid performance degradation
  • #9251: Rejected Date is misspelled
  • #9253: "0null" rejecter name is displayed for existing rejected timesheets
  • #9280: Submitted Date timestamp is incorrect when time zone is updated
  • #9281: Warning messages are not displayed when saving committed hours
  • #9286: Named resource which fulfills a generic resource request is not added to the owner group

2022.01.11.3

  • Atsumeru - 2021.12.21.5
  • Kaizen - 2021.12.21.6
  • SenseiControlsV1 - 2022.01.11.3

Environment Release Dates Deployed
🚂Canary 12 Jan 2022 ✅
🚂First Release 19 Jan 2022 ✅
🚂General Availability 26 Jan 2022 ✅

Fixes:

  • #9224: Upon resource demand grid refresh, fulfilled resource requests are highlighted in red even if fulfilled completely

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