Updates from 2024
2024.11.21.1
- Atsumeru - 2024.11.20.1
- Kaizen - 2024.11.21.1
- ControlsV1 - 2024.11.20.3
| Environment | Release Date | Status |
|---|---|---|
| 🚂Canary | 5 - 21 Nov 2024 | ✅ |
| 🚂First Release | 3 Dec 2024 | ✅ |
| 🚂General Availability | 17 Dec 2024 | ✅ |
| Item | Description | Impact | |
|---|---|---|---|
 |
#28541 | Fixed an issue when reordering columns in the Altus schedule, the task hierarchy would change columns on refresh. Now it will always be on the name column. | 🟢Low |
|
#29488 | Fixed an issue with help article incorrectly opening in Quick Create window while creating a Microsoft Project. The Learn More help article will now open as a new browser tab. | 🟢Low |
|
#29998 | Fixed an edge case issue with failed API call when linking external project. | 🟢Low |
2024.10.22.2
- Atsumeru - 2024.10.16.2
- Kaizen - 2024.10.17.2
- ControlsV1 - 2024.10.22.2
| Environment | Release Date | Status |
|---|---|---|
| 🚂Canary | 20 Aug - 22 Oct 2024 | ✅ |
| 🚂First Release | 29 Oct 2024 | ✅ |
| 🚂General Availability | 3 Dec 2024 | ✅ |
New and Improved:
- #24954: Updated to new Planner logo:
The new logo will be applied to new installation of Altus.
For existing Altus installations, please follow this guide to update the icon.
- #26275: Altus / Altus for Project - API call added to fetch versioned project files from Altus.
- #26278: Added capability to use 'Create Plan from Schedule' for Microsoft Project aligned projects.
For more information on Creating your Resource Plan from your schedule click here.
- #26484: A new Custom API has been added as part of the Planner Premium integration feature. It allows for the retrieval and storage of Planner Premium plans within Altus.
- #27328 and #27461: Resource Demand improvement to ease click-to-copy restriction and to make it consistent with autofill action. This will now work consistently on all proposed fields regardless of the availability.
- #27345: Ensured that Timesheet to Task Sync will continue to work with large datasets.
- #27514: Opened up the "Create Plan from Schedule" resourcing functionality to external projects.
Feature will rely on the synced tasks having: resource assignments, effort, duration, start date and end date. - #27797: Added the ability to hide the Altus out of the box transaction type columns from the finance grids. Enabling customer scenarios such as providing an alternate place to show overall variance, if monthly variance is not relevant.
- #27798: Provided a way for the customer to determine how the variance will be calculated. Options are either:
- EAC: The current approach of using completed period actuals and incomplete period forecasts (default)
- Budget - Forecast: ignoring actuals for those customers who don't have up to date or always accurate actuals.
- #28213: Increased fidelity of Resource Plan data and improved aggregation accuracy.
- #28270: We have updated the naming of the previously known as 'Microsoft Project Config' to now be the 'Altus for Project Configuration' under the same Projects Category.
- #28309:
We’ve added the Power BI Report Viewer control to enable reports that are automatically scoped to specific records on forms. This includes:
- New Status Report tabs:
- Second tab on Project Tracking.
- Second tab on Program form.
- Second tab on Portfolio form.
- New 'Report Viewer Config' settings to link Paginated Power BI Reports to the new tabs.
Note: the new tabs will initially be hidden until the new paginated reports are available and configured
The new method provides better security since users can only access reports they have permissions for.
Microsoft will be phasing out iFrame embedding for security reasons, so switching to the new method is recommended for all customers.
More information on this feature can be found here - New Status Report tabs:
Note
For existing customers implementing this new embed method, users may encounter a pop-up asking for consent to Read Reports. To avoid this please repeat the Altus Application consent step in Tech Readiness.
- #28673: Added clarity where the variance is shown on the finance grids to indicate which variance calculation is being used.
Fixes:
- #22876: Visual improvements to the Portfolio Summary and Program Summary controls to improve consistency between % complete values.
- #23089: Resolved an issue preventing Task Assignments from being created for External Tasks incoming from External Systems which have no mapped task parent relationships (e.g., JIRA and DevOps).
Note
Please note that data previously imported from Dataflows and where an assignment was present but failed to create will not automatically resolve until a change occurs on the task or the assignment (due to the way the external system task Dataflows handle delta changes).
- #24659: Addressed an issue where timesheets created on behalf of a user failed when updated by that user if the timesheet contained task references to projects the user does not have access to.
- #26958: Ensured that the projectEntityRecordGroupOwner configuration setting is correctly used to identify an additional security role to apply to a Group Owner team.
- #27260: We have performed optimizations to the approach used for deleting tasks associated with external systems. In the process we give a bit more information about what is being done as its being processed.
- #27517: Updated the user experience to warn that unlinking an external project with over 300 tasks can take up to 45 minutes.
- #27547: On clicking Unlink MPP file the Project Name and External System no longer disappear after one minute.
- #27551: Unlink Dialog Update: Long project names are now trimmed with ellipses if they exceed the window length. Hover over the name to view it in full.
- #28323: Resolved an issue that caused the Task Grid hide/show functionality to fail in some situations, preventing the tasks from appearing in the schedule UI.
- #28412: Addressed an issue where Availablity was not always copied correctly using the 'click to copy' functionality in Resource Plan.
- #28588: Resolved an issue where Timesheet to Finance Sync functionality was failing in unexpected data scenarios.
- #28850: Fixed an issue related to duplicating a previous status update when default KPIs have been removed.
- #29018: Addressed an issue with Status Updates where the default calculations for overdue deliverables, risks and issues where using UTC now instead of Today now. Meaning items overdue yesterday would only be accurate after UTC midnight.
For those with custom configurations for these values, please update the tokens from {utcNow} to {todayDate}. - #29047: Resolved an issue preventing Microsoft Project assignment by day data from being read if scheduled Tasks contained Notes.
- #29181: Addressed an issue with Report Viewer where default state showing tab before configured.
- #29184: Resolved an issue that was incorrectly implementing unexpected 'short hours' calculations in 'Proposed only' and 'Committed only' modes of Resource to Finance sync.
- #29202: Fixed styling issue caused by third party CDN impacting Tasks list and Gantt chart display.
- #29324: Addressed an issue with long schedules (or target finish not in schedule view) where the dependency lines were not visible.
- #29454: Sum of total effort columns for portfolio now includes projects within programs in addition to directly associated projects in the portfolio.
- #29781: Corrected support for custom column in the finance grid.
- #29783: Removed system users (users present in the environment but does not yet have an associated bookable resource) from appearing in resource picker when Resource Plan is configured to show only generic users.
- #29804: Fixed an issue with external project unlinking.
🌞 WARMFIX: 2024.10.08.1
- ControlsV1 - 2024.10.8.1
| Environment | Release Date | Status |
|---|---|---|
| 🚂Canary | 8 Oct 2024 | ✅ |
| 🚂First Release | 8 Oct 2024 | ✅ |
| 🚂General Availability | 29 Oct 2024 | ✅ |
Fixes:
- #29324: Addressed an issue with long schedules (or target finish not in schedule view) where the dependency lines were not visible.
🌞 WARMFIX: 2024.09.04.3
- ControlsV1 - 2024.09.04.3
| Environment | Release Date | Status |
|---|---|---|
| 🚂Canary | 4 Sep 2024 | ✅ |
| 🚂First Release | 4 Sep 2024 | ✅ |
| 🚂General Availability | 29 Oct 2024 | ✅ |
Fixes:
- #28323: Resolved an issue in latest First Release that caused the hide/show functionality to fail, preventing the tasks from appearing in the schedule UI.
2024.08.14.6
- Atsumeru - 2024.08.6.2
- Kaizen - 2024.08.2.1
- ControlsV1 - 2024.08.14.6
| Environment | Release Date | Status |
|---|---|---|
| 🚂Canary | 14 May - 14 Aug 2024 | ✅ |
| 🚂First Release | 15 Aug 2024 | ✅ |
| 🚂General Availability | 29 Oct 2024 | ✅ |
New and Improved:
NEW: Altus for Word
Altus for Word is like the popular Project Online Sync for Word. It contains the following features for Altus users:- Collaborative document creation and management
- Synchronise Altus project data into Microsoft Word.
- Use templates generated by other Altus users.
- Brand and style documents.
- Work together.
- Project lifecycle document templating made easy
- Create project templates with ease.
- Share templates.
- Collaborative document creation and management
- #18067 and #25835: In the Resource Plan, Project Managers can now edit the Proposed values after the Resource Manager adds fulfilment rows. This is useful to continue negotiation of resource requirements with the Resource Manager and when the generating forecasts in Finance and the Resource->Finance sync is set to use the Proposed column from the Resource Plan.
- #24077: Gantt export is disabled if there are no tasks on the grid.
- #24600: When a Project changes ownership to an individual user, any custom entity records related to the Project (as configured in the related configuration setting) will flow that ownership change to the individual (the same way it does currently for Team ownership changes).
- #25467: Added server side check to prevent duplicate timesheet rows from being created.
- #25772 and #26272: Foundational work has been completed to allow the internal storage of MPP files to facilitate enhanced assignment by day reporting product features. This will consume file quota instead of database quota. More information will be provided as these features are released.
- #25775: An API is now available to generate the AssignmentByDay data for a project based on the Altus Schedule. This API will synthetically calculate the hours per day per resource/task based on the schedule tasks and their assignments.
- #26244: Resource Demand Data Granularity: When entering committed hours manually for a request it will match the contour of proposed hours on the requested days instead of spreading evenly across the period.
- #26245: Resource Demand Data Granularity: When fulfilling a request or entering committed hours manually for a fulfilment request it will match the contour of proposed hours on the requested days for the parent request instead of spreading evenly across the period.
Please see here for more information about Resource Demand Data Granularity (#26244 and #26245) - #26321: New functionality in the Resource Plan to allow a resource plan to be created from an Altus schedule (tasks). This new functionality will help the user to create a plan in one click if they already planned and assigned tasks in Altus. It also reduces manual error from double entry.
The Resource Plan is created by aggregating the effort per resource, adding the resources to the plan and then synthetically spreading the effort equally from the start date to the end date of each tasks.
Please see here for more information about Resource Plan Creation from Schedule.
- #26323: Updated the Resource Plan Show/Hide menu to include section headings for easier navigation.
- #26330: Overcommitted icon will display on Resource Plan, Resource Demand and Resource Heatmaps if there is an overcommitment for that Resource, even if that overcommitment is at a granularity lower than the current view's zoom level.
- #26642: Changed the show/hide total icon for Resource Plan and Finance Grid to avoid confusion with other similar icons.
- #27126: Displaying an appropriate dialog message to the user if they attempt to 'create plan from schedule' when the project is linked to an external schedule or has committed effort. Creation of the Resource Plan from the schedule is only available for schedule using Altus Tasks and for plan that do not have committed hours yet.
- #27128: When creating a project and opening the Resource Plan for the first time (or before any view configuration):
- the column headlines text are be in full,
- the overall totals are hidden (until the user set it to visible),
- the committed column is hidden until committed values go through, or if the user set it as visible.
- #27288: Made an adjustment to the Schedule to use virtualisation to improve performance.
- #27430: Updated dialog message when user attempts to create a Resource Plan from Schedule for an External Schedule.
- #27772: Added logging to Create Plan from Schedule functionality.
Fixes:
- #24083: Ensured that Resource to Finance sync will re-use a Financial Item previously created by Timesheet to Finance Sync if Timesheet to Finance Sync is run first. Resolved some edge cases which resulted in duplicate transactions in specific data scenarios.
- #24112: Ensured that users cannot delete external tasks from the Child Tasks sub-grid.
- #24175: Fixed a timesheet-to-finance sync issue where values with a decimal precision greater than two would falsely continue to notify that updates are available.
- #25044: Resolved a bug impacting Financials, Resource Requests, Resource Demand, Timesheet and Tasks where numbers were unable to be entered under some circumstances due to a precision rounding.
- #25085: Addressed issue in AttributeOwnershipAndRoles plugin server function to increase scalability capacity for child records to be reassigned during project/program/portfolio ownership change.
- #25435: Removed Portfolio field from Lessons Learned Views (Portfolios do not have an association to Lessons Learned).
- #25802: Resolved a bug where tasks are not initially synced upon project creation with a linked Planner plan.
- #25889: Addressed an issue where 1% project progress could appear as 100% percent complete in custom grid visual for some circumstances.
- #25966: Due to Microsoft acknowledged issues with the Power Apps Calendar control, we have removed that option on the calendar exceptions grids, pending Microsoft providing a resolution to the issue.
- #25986: Improvements made to the process that shifts External Project Picker + Project Group Owner controls to the right of the tab list. They should now appear consistently in the correct order.
- #26014: Addressed a bug in Timesheet-to-Finance sync where parent financial items of synced transactions were not preventing manual actuals from being entered.
- #26126: Addressed an issue where the task hierarchy tree didn't appear when the effort remaining column was removed from the schedule grid view.
- #26139: Adjusted the status update Schedule KPI - default calculation has been aligned with the documented +/-10% formula. The "under" condition is now fixed.
- #26261: Resolved an issue where Timesheet to Finance Sync would fail if there was a Timesheet for a Bookable Resource who had been deleted.
- #26306: Resolved an issue so that Resource to Finance Sync will fail silently in invalid data scenarios.
- #26434: Addressed an issue where the Altus schedule will fail to load if the external project link is not intact. The schedule will now load in a read only mode until the project link is repaired.
- #26492: Resolved an issue where in some scenarios, external summary tasks were not correctly being deleted in Altus after being deleted in the source external system.
- #26716: External project picker control: Improved task sync stability by adding a 5-minute lock on project link/unlink actions.
- #26812: Resolved issue with Documents folder name when projects have a name longer than 50 characters and the Open in Teams button is used.
- #26972: General Stability update for Altus PFTW edition.
- #27516: When attempting to unlink an external project has 300 or greater tasks, a warning message will appear informing the user that this operation may take a long time.
- #27520: Rectified scenarios where linking unlinking dialog contained the incorrect content.
🌞 WARMFIX: 2024.05.17.2
- ControlsV1 - 2024.05.17.2
| Environment | Release Date | Status |
|---|---|---|
| 🚂Canary | 21 May 2024 | ✅ |
| 🚂First Release | 21 May 2024 | ✅ |
| 🚂General Availability | 13 Aug 2024 | ✅ |
In response to user testing, we have reverted to the previous behaviour that was altered in the First Release ring, but had not yet been deployed to General Availability (GA).
Update:
- #25834: Restore previous editable functionality for proposed and committed hours/FTE when a named resource has 0 capacity in a column.
🌶️ HOTFIX: 2024.05.08.2
- Atsumeru - 2024.05.07.1
- ControlsV1 - 2024.05.08.2
| Environment | Release Date | Status |
|---|---|---|
| 🚂Canary | 8 May 2024 | ✅ |
| 🚂First Release | 8 May 2024 | ✅ |
| 🚂General Availability | 8 May 2024 | ✅ |
New and Improved:
- #25467: Added server side check to prevent duplicate timesheet rows from being created. This new change is a data integrity fail-safe related to other fixes in this hotfix.
Fixes:
- #24175: Fixed a timesheet-to-finance sync issue where values with a decimal precision greater than two would falsely continue to notify that updates are available.
- #25423: Fixed an issue where concurrent saves of timesheets were blocked the initial save, however was possible on subsequent saves.
- #25758: Addressed issue with performance of timesheet to finance API when dealing with large amounts of timesheets and processing them via the provided Dataverse APIs.
- #25959: Resolved a bug where some financial items created during timesheet to finance sync were not being recognised during subsequent sync activities because they were missing an external id value. The logic has been updated to ensure these financial items are correctly found and used.
- #25970: Addressed an issue where the timesheet approval was blocked by a regional date setting.
2024.04.17.1
- Atsumeru - 2024.04.17.1
- Kaizen - 2024.04.16.3
- ControlsV1 - 2024.04.16.5
| Environment | Release Date | Status |
|---|---|---|
| 🚂Canary | 6 Feb - 17 Apr 2024 | ✅ |
| 🚂First Release | 24 Apr 2024 | ✅ |
| 🚂General Availability | 13 Aug 2024 | ✅ |
New and Improved:
- #22085: Update to resourcing grids regarding named resources with no capacity in a given period:
Within the Resource Heatmap grid, the Committed cell will be locked and show as N/A in Capacity (%) entry mode with a tooltip note and a warning icon to inform users why it has been locked.- When a resource with no capacity is committed in the Hours or FTEs entry mode, the Committed cell in Capacity (%) mode will show as red, consistent to the other entry modes.
- When a resource with no capacity is not committed in Hours or FTEs entry mode, the Committed cell in Capacity (%) mode will show as blue, consistent to the other entry modes.
- #23265: Update to support Altus in the new Microsoft Teams
Note: due to changes implemented by Microsoft in the new Teams client, we can no longer support Altus to Teams authentication while using Altus embedded in a Channel website tab app (Teams in browser). Related features will work however if already logged into the Altus Teams App.
- #23367: Warning message is displayed when deleting a reportable baseline:
- #23391: Added server side checks to enforce Baseline creation rules.
- #23473: Added Baseline Finish and Finish Variance (Days) fields to All Active Projects View.
- #24079: Inactive Resources are now excluded from the list of assignable resources to tasks:
If inactive resources are already assigned, an inactive indicator will be displayed:
- #24089: When viewing the Reportable Baseline in the task control, the "Reportable" icon will display in the legend.
- #24671: To enable better alignment with the resource to finance sync, resourcing now allows you to manage resource hours at the Fiscal Period.
- #25257: Changed "Is Reportable" field to "Reportable Baseline" in Altus Baseline forms.
- #25401: View name is updated from "All Active Projects - Baselines" to "All Active Projects - Baselined".
- #25467: Added server side check to prevent duplicate timesheet rows from being created.
Fixes:
- #12839: Fixed an issue with Change Request visual widget, currency symbol now correctly displays either organisation or project currency symbol.
- #22611: Fixed a minor typo in Configuration Settings.
- #22808: Addressed an issue where new projects can be created and dynamics has not assigned the active process, causing a problem where the project form tabs are hidden.
- #22920: Resolved an issue in Resource Grid where values with leading zero decimal places were being prevented from being entered.
- #24084: Resolved an issue wherein the out-of-the-box finance form is hidden behind the full screen view when accessed from the period summary screen.
- #24301: Resolved an issue where saving the Altus Resource/Finance/Task/Timesheet grids could cause refresh multiple times.
- #24367: Improved the handling of keyboard shortcuts when using Tasks, particularly when the focus has moved to a dialog or modal.
- #24427: Restored the ability to edit generic resource requests in capacity % mode.
- #24428: The granularity of the resource requests have been adjusted so that the Period Status shows the correct status for this period. If the Proposed hours are updated to match the Committed hours within a period, the status of the period isn’t changed, and the Resource Manager isn’t sent a request to approve the Committed hours again.
- #24472: Addressed an issue with fulfilments showing 0 for proposed hours, while these requests don't currently have proposed hours.
- #24537: Resolved an issue resolved where certain combinations of numbers in Timesheet will hide the Submit for Approval button.
- #24571: Resolved an issue whereby the New Project button was displaying to users who do not have sufficient permissions.
- #24606: Fixed an issue where keyboard navigation may not work after navigating from Tasks tab to Finance, Timesheet, Resource Demand, Resource Plan or Availability Heatmap grids.
- #24861: Resolved an issue preventing Date fields form participating in Status Update duplication activities.
- #24885: Addressed an issue where the schedule would fail to export to pdf with special characters present in a task name.
- #24900: Default view for Lessons subgrid on the Tracking form is now set to Project Lessons Learned instead of My Lessons Learned.
- #24980: Fixed an issue where the resource grid would lose unsaved data not in view when adding another resource request.
🌶️ HOTFIX: 2024.02.27.4
- ControlsV1 - 2024.02.26.2
| Environment | Release Date | Status |
|---|---|---|
| 🚂Canary | 27 Feb 2024 | ✅ |
| 🚂First Release | 27 Feb 2024 | ✅ |
| 🚂General Availability | 27 Feb 2024 | ✅ |
Fixes:
- #24581: Resolved an issue resolved where certain combinations of numbers in Timesheet will hide the Submit for Approval button.
2024.01.25.5
- Atsumeru - 2024.01.18.3
- Kaizen - 2024.01.18.2
- ControlsV1 - 2024.01.25.5
| Environment | Release Date | Status |
|---|---|---|
| 🚂Canary | 31 Oct 2023 - 25 Jan 2024 | ✅ |
| 🚂First Release | 30 Jan 2024 | ✅ |
| 🚂General Availability | 23 Apr 2024 | ✅ |
Testing Key
We’ve ranked the updates based on their anticipated complexity/platform impact.
| High | Potential for system impact, test item as a matter of priority, refer to notes |
| Medium | Testing should be undertaken prior to General Availability |
| Low | Testing recommended, item unlikely to cause issues at General Availability |
General Updates
| Item | Description | Impact |
|---|---|---|
| #15714 | In key data grids, any custom column can be used to group line items. This works with lookup and option set custom columns on the finance, resource plan, and resource demand grids. |
M |
| #23558 | The summary and dashboard widgets have been extended to support: Basic numeric sequential calculations (plus, minus, multiply, divide); Values can be sourced by OData query (existing), form field (listens for changes) or static value; * Currency values can be set to render symbol according to current entity, with fallback to environment currency.  To edit window for Numeric Adjustment:  |
L |
| #21675 | The resource picker result list now shows the breakdown of available hours for a resource based on the current view of the resource grid. |
L |
NEW: Baseline Feature
A completely new baselining feature has been introduced to Altus in this release with the following functionality in its first instalment:
- Set and manage multiple baselines for a project.
- Choose which baseline to view when viewing a project.
- Variances from baseline available in schedule view.
- Select which baseline should be used for general reporting purposes.
- Baseline data is available in the Altus Reporting Data Model if your organisation would like to incorporate this data into your Power BI reports.
| Item | Description | Impact |
|---|---|---|
| #22883 | We have introduced a major new baseline feature which can be used to measure project schedule variance and progress through the project lifecycle. Note: Altus can still be set to use the older Status Update baseline functionality, but this will need to be toggled back on for those organisations who wish to continue using it. We strongly recommend testing the functionality of the Status Update page if it has been modified to suit your needs.  |
H |
| #22881 | Added new documentation page for the new Baseline feature. |
Timesheets and Timesheet Integrations
Various enhancements have been made to how Altus displays and processes timesheets as well as how Altus integrates timesheet information with other parts of the system.
| Item | Description | Impact |
|---|---|---|
| #22900 | The default setting for the Timesheet Actuals to Schedule import has been changed to ON when the timesheet mode is Task mode, unless explicitly set otherwise. Note: This avoids the need for PMs to request administrators to switch this feature on manually.  |
M |
| #22908 | Date column header for timesheets now displays the day of the week. Note: This reduces confusion for those entering timesheets and lowers the risk that data will be entered into the wrong day column.  |
L |
| #22626 | The Timesheet to Finance import is now an import process like the Resource to Finance import process. A banner notification in the Finance app tab alerts users that there are timesheet actuals to import. The import data preview window displays a breakdown of the overall actuals and variances, as well as a breakdown by financial category, with transaction details.  |
M |
| #23258 | Bulk timesheet approval functionality was temporarily removed to avoid some conflicting issues. These issues have now been resolved and bulk timesheet approval has been restored in this release. |
L |
| #15796 | Enhanced timesheet notes interaction for improved workflow efficiency Persistent Comment Drafts: Comments within timesheet notes are now automatically saved, ensuring no loss of data when toast notifications appear. Clicking outside the note callout will now maintain the entered text, instead of dropping the changes. Toast notifications arriving will no longer force the note callout to close, which caused changes to be lost. Intuitive Content Reversion: An ‘Undo’ feature has been introduced, allowing users to quickly revert to the last saved state of their comment. * Simplified Interface: The tick and cross icons have been removed to declutter the comment box interface. Confirmation of comment submission and the option to dismiss are now intuitively handled with a simple click away action. The functionality of the former cross icon is replaced with a more recognizable undo icon. |
L |
Additional Updates
| Item | Description | Impact |
|---|---|---|
| #22260 | The enterprise calendar field has been hidden for generic resources as it could cause confusion for users. Note: Recommend that there is some check that enterprise calendars for generic resources are not used.  |
M |
Bug Fixes
The following bug fixes have been included in this release and can be reviewed as part of your normal testing process.
| Item | Description |
|---|---|
| #22847 | Fixed an issue where opening the same timesheet in multiple browser windows/tabs and performing save would create duplicate rows. Concurrent saves on the same timesheet will now display an error to prevent duplication of timesheet rows and, in instances where duplicate rows are present, a banner is displayed to notify the user to consolidate the data.  In instances where duplicate rows are present, a banner is displayed to notify the user to consolidate the data:  |
| #23490 | Fixed an edge case issue where timesheet can be closed prior to the save being completed, added a prompt to alert user when attempting to close a browser window/tab with saving process in progress. |
| #23237 | Resolved an issue with Projects when unlinked from their external system and their tasks are deleted that the project effort and percent complete are reset to 0. |
| #8660 | Fixed an issue with calculated project effort and percent complete when project is unlinked from their external system and their tasks are deleted. |
| #14311 | Resolved an issue wherein deleting dependencies does not work in some cases. |
| #23261 | Resolved an issue where empty spaces could appear on the right side of Gantt chart when the task timeline is zoomed out in some situations. |
| #22877 | Fixed an issue with the finance export to CSV which was ignoring rows with a 0 total. |
| #21639 | Resolved an issue with show/hide functionality for the task grid columns. |
| #22298 | Resolved an issue in the Altus Schedule where summary tasks would double count effort from child tasks. Effort on Gantt (when field is displayed) for parent tasks:  Matches effort on the form:  |
| #22849 | Fixed an edge case problem where the solution could fail to deploy because of Locale issue. |
| #22687 | The status update duplication functionality now supports portfolios. |
| #21614 | Export to PDF is restored on the task grid with various choices of paper sizes, the default being A0. |
| #16194 | Resolved an issue where fulfilling re-submitted resource requests were not showing as Set by approver on the tooltip. |
| #21846 | Resolved an issue where the task type of external tasks was forced to be Fixed Duration. |
| #21847 | Resolved an issue where external task field values on the Altus Schedule do not match the values in the external system. Gantt tool now will not recalculate the schedule. |
| #22294 | Altus schedule changes when discarded will now return the project form to a saved state. |
| #22834 | Updated Project for the Web Project Dataflow to fix an issue with Percent Complete values not syncing correctly. This Dataflow fix will not automatically update any environment, it can be downloaded from this page. |
| #8977 | Resolved an issue preventing Project level fields from being updated after unlinking an external project. |
| #10978 | Resolved a bug where changing the positioning of a Bucket in Project for the Web was not reflected in Altus. |
| #11212 | Resolved an issue with text overflow on the Status Summary control. |
| #14391 | When the KPI is configured to show more than the default rows, the visual now spans 100% of the available horizontal space. |
| #15298 | Resolved an issue where tasks synchronised from Project for the web were not being correctly updated into Altus if they were outdented to become top level tasks. |
| #22587 | Resolved an issue where Unassigned Resource assignments were not being filtered out correctly in the Project Online Task Dataflow, causing Unassigned Resource to be created. |
| #22591 | The Delete button is now hidden on the task form when viewing a task published from MS Project. |
| #9904 | The percent complete on the task list now renders as a progress bar. |
| #10861 | Resolved an issue where tasks synchronised from external systems could be marked as complete from the Kanban task view. |
| #13164 | Resolved an issue whereby effort values were not being reset on a Project upon linking it to a Planner Plan. |
| #15298 | Resolved an issue where tasks synchronised from Project for the web were not being correctly updated into Altus if they were outdented to become top level tasks. |
| #18607 | Addressed minor style issue in Timesheet search box overlapping status banner. |
| #22086 | Addressed an issue where editing a newly added task to the Altus schedule would not open the correct task in the dialog after saving. |
| #22273 | Resolved an issue where the expand/collapse header button was defaulting to the wrong state in the Add Task dialog for Timesheets. |
| #22274 | Resolved an issue where long project names were breaking the formatting of the Add Task dialog in Timesheets. |
| #22276 | Configured Projects tab on the Program form to show all aligned Projects regardless of their Status value. |
| #22277 | Configured Projects tab on the Portfolio form to show all aligned Projects regardless of their Status value. |
| #22279 | Configured Programs tab on the Portfolio form to show all aligned Programs regardless of their Status value. |
| #22619 | Resolved an issue whereby Resource to Finance Sync was failing when Fiscal Periods were present in an environment but did not cover in entirety the dates of a Resource Plan. |
| #24087 | Fixed an issue where Submit for Approval button in Timesheet would sometimes flicker when typing values in Timesheet grid. |
| #24095 | Resolved an issue where assigning a resource to a task via form in some situations could cause resource assignment to get removed. |
🌶️ HOTFIX: 2024.01.12.10
- Atsumeru - 2024.01.11.7
- Kaizen - 2024.01.11.6
- Kaizen - 2024.01.12.10
| Environment | Release Date | Status |
|---|---|---|
| 🚂Canary | 16 Jan 2024 | ✅ |
| 🚂First Release | 16 Jan 2024 | ✅ |
| 🚂General Availability | 23 Jan 2024 | ✅ |
Fixes:
- #23581: **HOTFIX**: Introduced a prompt when the user is attempting to close the timesheet that is still being saved by the system, so that they are aware the operation is still ongoing. This will mitigate the scenario where the saving of timesheet is being unknowingly disrupted by the user - which previously created unintended issue in the data processing.
2023.10.24.3
- Atsumeru - 2023.10.17.3
- Kaizen - 2023.10.12.1
- ControlsV1 - 2023.10.24.3
| Environment | Release Date | Status |
|---|---|---|
| 🚂Canary | 18 Jul - 24 Oct 2023 | ✅ |
| 🚂First Release | 25 Oct 2023 | ✅ |
| 🚂General Availability | 23 Jan 2024 | ✅ |
New and Improved:
- #9989: Increased where possible the character limit for Name fields for Altus tables/entities.
- #12079: Ensured that the % Complete bar is displayed for Portfolios when the % Effort Complete field is added to a Portfolio View.
- #14656: Improvement: Business Process Error message is no longer shown when dynamic lookup config is null.
- #15701: Configuring the Security Role applied to the Team assigned to a linked Office365 Group (i.e., for Projects, Programs and or Portfolios) can now be done via the configuration setting in Config Settings instead of the form definition, however existing customisations to this form definition will be respected.
The Setting is available for Projects, Programs and Portfolios and is called "Group Owner".
The Security role highlighted will be applied to the Dynamics Team that is created/linked to be the owner of the Project/Program/Portfolio.
- #15869: Views and grids have been updated to use the new Power Apps Grid Control, which brings performance improvements, features page less infinite loading, and enables new grid customisation options via configuration.
- #17884: Documents Tab now allows for drill through within the component and also allows for SharePoint style navigation.
- #17885: Consultants can now disable the Altus Scheduler for New Projects, additionally if the inbuilt scheduler is disabled users will not be able to unlink projects either.
- #18361: Introduced the ability to configure the resource selection available on the Resource Plan to 'Generic', 'Named' or 'Generic and Named' (default). This can be configured via the Resourcing > General Settings (resourcePlan) configuration setting.
- #18853: Wave 1 implementation of Microsoft's opt-in new look and feel (public preview 2023) for model-driven Power Apps.
- #19235: Updated display name of Bookable Resource to 'Target Utilisation (%)' field to denote that it is a % value.
- #19255: Altus now out of the box will start tracking the progress of the business project flows on the Project Table, specifically the Major and Minor Enterprise Project Types.
Additionally if you require this functionality to be present for other business process flows this can be configured for those too.
Important: If you are using custom security roles and no OOTB Altus security roles, you will need to add the new audit entity to your security roles to enable proper processing.
This new entity is called Business Process Flow Log.
- #19498: Risk Matrix can now be implemented to other lists/registers. Added capability to present labelled axis and to filter based on selected grid cell.
- #19574: Business rule implemented to ensure all new resources have an associated enterprise calendar.
Existing named resources without enterprise calendar now show a warning icon and tooltip message informing that a calendar needs to be associated with the resource.
- #19897: Generate transaction dialog now allows a desired end date to be selected.
- #19942: Upgrading the Syncfusion solution from 18.4.33 to Gantt and Kanban: 22.2.9-Improved stability and performance.-Visual theme update for improved usability and cohesion with recent Dynamics updates.
- #19944: Altus's scheduling component now gives the ability to show/hide columns.
Update Nov 2023: There is a known issue regarding the visibility of this new feature, a fix is in the pipeline to restore it.
- #19948: The My Active Project Tasks and All Active Project Tasks views now show tasks from external systems which do not track effort (e.g. Planner, JIRA, DevOps) if their Percent Complete value is not yet 100.
- #20004: Resourcing grids improvements:
- Enter and shift-enter enabled for vertical navigation
- wrap-around navigation from top row to bottom and vice versa
- Full cell contents selected on first click, cursor placed on second
- All non-active cells now have formatting applied uniformly.
- #20398: The Global Quick Create button is now be hidden by default in Altus to reduce user confusion. Configuration setting added to allow it to be unhidden if required.
- #20603: Include locked periods on the calendar picker of generate transactions dialog.
- #20604: Updated error messaging on Generate Transactions activity in Finance. When generation of transactions overlaps closed fiscal periods, the names of the conflicting periods are now specified to the user.
- #20659: Added support within our new grid column renderer extension the column image provider JavaScript functions.
We do however limit our own functions now to only interact with the current column and not manipulate other columns. This unsupported approach can break our new functionality.
The new functionality makes a best effort to co-exist with the existing functions to prevent duplication.
- #21086: The period details dialog for the finance grid which had been removed as part of the inline editing feature has been moved and can be launched by clicking on the total row cells.
- #21119: Colouring on availability heatmap applied to availability row for consistency between views.
- #21517: Config settings improvements to give more meaning to lists of settings by providing a label and the display name instead of the internal name with little context.
- #21522: Incomplete tasks with no effort are now being displayed in My Active Project Tasks and All Active Project Tasks
- #21663: New feature: Timesheet Actuals to Task Sync. This feature allows actual hours from timesheet to be applied to project tasks in Altus (for projects using Altus internal scheduler). This feature can be activated from confuguration setting.
- #21674: Improved the configuration experience for parent fields in the Status Update - Information Panel Calculations.
- #21723: Previously certain fields were excluded from the custom columns shown in finance. We now honour the view for fields such as Project.
- #21874: New feature: Timesheet Actuals to Task Sync. A new preview window is added to show the impact of the incoming timesheet actuals on existing scheduled tasks.
- #22055: New feature: visual prepresentation of unsaved schedule changes. The Altus Schedule when updated will now show what the initial state of each task was using a black line below the task.
Fixes:
- #10045: Fixed an issue where Document tab is still displayed after project group has been deleted.
Documents Control will now provide a more informative message to let the user know the actions to take to remedy this issue. - #16921: Fixed issue where externally tasks and the unit on resource assignments were being recalculated by the gantt according to different rules.
- #18917: Control styles updated for modern UI compatibility.
- #19341: Fixed an issue with arrow navigation keys not automatically scrolling the grid when there are many rows.
- #19532: Non visible resourcing data is not loaded in Capacity % mode, which avoids performance impacts.
- #19588: Fixed an issue where using report with embed method navigates user to the Work area within app. Site Map now loads the Dashboard first and then redirects to the web resource if there is no environment variables set.
- #20392: Fixed an issue where new issues converted from risk do not appear in linked issues subgrid in some situations.
- #20060: Fixed an issue where empty space is shown under calendar picker in some situations.
- #20081: Fixed an issue with adding timesheet comment.
- #20281: Resolved a bug where the Resource Plan would error out in scenarios where the values entered did not result in a valid FTE or % Complete mode calculation.
- #20624: New Grid: status update options are blank in customer environment breaking KPI icon on grid.
- #20638: Fixed an issue with inconsistent results when new grid has conflict with old column icon method.
- #20639: Fixed an issue where no notifications were being received for a rejected timesheet.
- #20804: Resolved an issue where configuration settings were not loading correctly into the form control.
- #21109: Fixed edge case issue impacting currency symbols in tooltips.
- #21117: Resolved issue preventing Planner sync from occurring when Project form is first loaded.
- #21120: Resolved an issue where System Users we unable to be selected in Resource Demand from the project level Add Resource menu option.
- #21227: Resolved issue where the Availability heatmap was not showing availability for resources that don't have resource requests for any project/proposal.
- #21280: Fixed inconsistent behaviour of the Feedback button.
- #21282: Resolved an issue relating to the Priority field for Issues incorrectly displaying as blank in a subgrid.
- #21390: Timesheet to Finance sync functionality has been swapped to synchronous mode to address potential data loss scenarios.
As result of this, a small delay has been introduced when approving or recalling timesheets. Additionally, the batch operations for approving and recalling timesheets have been temporarily disabled while we are moving the Timesheet->Finance functionality elsewhere in the application. - #21421: Resolved regression issue with the custom image provider for KPI icons.
- #21438: Resolved an issue whereby securityRoleIds property was not displaying for the landingPageConfiguration setting on the Altus Config Settings form.
- #21567: Fixed a bug preventing conditional display of Configuration Settings properties from displaying in a panel.
- #21608: Resolved an issue preventing the Documentation link from displaying in Configuration Settings.
- #21651: Fixed Landing Page heading styles to allow for configuration of longer heading names.
- #21981: Resolved an issue where the Timesheet task tooltip was not rendering in a readable format.
- #21988: Fixed a bug wherein request data is not being loaded when in Capacity % mode.
- #22057: Resolved an issue where the Resource to Finance Sync options were appearing in the Finance Grid to users who had read-only access to the Project.
User with read-only access:
User with write acccess:
- #22262: Resolved an issue where the Change Request Summary Config is using a wrong schema.
- #22264: Resolved an error on the task grid when turning off the "Try the new look" toggle on the globar bar.
- #22613: Fixed an issue where changing a field on a project connected to P4TW, click Save and then go to Tasks tab resulted in an error message.