Deltek Budgeting & Planning Version 6.1. Cumulative Update Release Notes

Transcription

1 Deltek Budgeting & Planning Version 6.1 Cumulative Update Release Notes September 7, 2016

2 Overview While Deltek has attempted to verify that the information in this document is accurate and complete, some typographical or technical errors may exist. The recipient of this document is solely responsible for all decisions relating to or use of the information provided herein. The information contained in this publication is effective as of the publication date below and is subject to change without notice. This publication contains proprietary information that is protected by copyright. All rights are reserved. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, or translated into another language, without the prior written consent of Deltek, Inc. This edition published September Deltek, Inc. Deltek s software is also protected by copyright law and constitutes valuable confidential and proprietary information of Deltek, Inc. and its licensors. The Deltek software, and all related documentation, is provided for use only in accordance with the terms of the license agreement. Unauthorized reproduction or distribution of the program or any portion thereof could result in severe civil or criminal penalties. All trademarks are the property of their respective owners. 1

3 Overview Contents Overview... 5 Descriptions of Software Issues... 5 Continuous Delivery Model... 5 Regarding Defect Workarounds... 5 Known Issues... 6 For Additional Information... 8 Customer Care Connect Site... 8 Software Issues Resolved Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved Cumulative Update New Features and Enhancements: Cumulative Update Added Export to Excel Option Software Issues Resolved Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update New System Generated Messages Options Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update New Maintain Account Mapping Options Software Issues Resolved: Cumulative Update

4 Overview New Features and Enhancements: Cumulative Update Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update New Edit Pool Specification Button Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update New Tree List Export Layout Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update New Report Options Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update New Software Supported Versions

5 Overview Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update Import Budget From Spreadsheet App Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update Software Issues Resolved: Cumulative Update New Features and Enhancements: Cumulative Update Cumulative Update Installation Instructions

6 Overview Overview Welcome to Deltek Budgeting & Planning Version 6.1 Cumulative Update Release Notes. These release notes contain a summary of new features and software issues resolved. Descriptions of Software Issues You will notice that the descriptions of some software defects contain extra information, including ways to work around the defects. For the most part, these issues were addressed before this release through hot fixes, and the additional information was developed to help you decide whether or not you needed to install the hot fixes. When you install this release, you must install all fixes in the release; you cannot choose to install some and not others. Nevertheless, this additional information has been included in case you instituted some of the workarounds and can now stop using them, or you simply want more background information about the defect repairs. Required Procedure If you are installing the 6.1 Cumulative Update as part of a general upgrade to Budgeting & Planning version 6.1, you must complete the Post Installation Setup steps prior to installing the Cumulative Update. For more information, see Post Installation Setup in the Deltek Budgeting and Planning 6.1 Installation Guide. Continuous Delivery Model With this release, Budgeting & Planning has moved to a "Continuous Delivery Model" where we will release new features and enhancements incrementally on top of Budgeting & Planning 7.0 without requiring customers to upgrade to a major, minor or maintenance release as often. New enhancements will be made available through DSM after development and testing are complete. These software changes can be applied in the same way that hot fixes, cumulative updates, and regulatory updates are currently applied, through a combination of system jar and application level changes. Some features may require a new license, some may be enabled through a control/configuration setting, and others, such as an increase to a field size in the database, will be available once the changes are applied. For more information on the Costpoint Continuous Delivery model you may refer to KB article # 81289, or also see DeltekCostpoint711ContinuousDeliveryModelWhitePaper.pdf, available from DSM. Regarding Defect Workarounds The software correction descriptions in this document include workaround information. This information was included to help customers installing the correction as a hot fix determine whether to deploy the correction or use the workaround instead. Since you are receiving the correction as part of a cumulative release, all fixes are automatically installed and therefore workarounds are not an option. However, this information is included for customers who previously deployed the workarounds, both to notify them that these workarounds are no longer necessary, and to provide background information about the defect repairs. 5

7 Overview Known Issues The following issues exists in this version and will be resolved in the next release. Please contact Deltek Customer Care if this known issue presents a significant impact on your business. Compatibility for IE11 Users Some graphics, dialog boxes and drop-down menus do not display properly in IE11. This issue can be resolved by adding the website to the compatibility mode list before you login to avoid performance issues. To add a site to the Compatibility View list, complete the following steps: 1. In Internet Explorer, go to the B&P 6.1 website. 2. Select Tools» Compatibility View settings. You can display the toolbar by pressing the ALT key. 3. On the Compatibility View settings dialog box, in the Add this website field, enter the website URL of the site. 4. Click Add and then Close. 6

8 Overview Important: By default, IE11 is set to clear your browser history when you quit, which also clears the list of websites added to Compatibility View. To disable this setting: 1. Open the Tools menu as described in step 1 above, then select Internet Options. 2. On the General tab, uncheck the Delete browser history on exit, then click Apply. If you do not disable this setting, you will need to recreate this list every time you launch IE. Help Display Issue If you use Internet Explorer and the help does not display correctly, you need to turn off Compatibility View for the browser. Click Tools» Compatibility View settings, and clear the Display intranet sites in Compatibility View check box. Then refresh the browser. You could also elect to use hosted help or the FQDN of your server in the URL (for example, server.domain) to bypass this issue. Make sure you remove deltek.com (if listed) from the Websites you have added to Compatibility View list. Compatibility with Microsft Edge Deltek Budgeting and Planning 6.1 does not support Microsoft Edge due to lack of compatibility with 3rd party components. For best results, Budgeting and Planning 6.1 users on Windows 10 should use IE11. 7

9 For Additional Information For Additional Information Customer Care Connect Site The Deltek Customer Care Connect site is a support Web site for Deltek customers who purchase an Ongoing Support Plan (OSP). The following are some of the many options that the Customer Care Connect site provides: Download the latest versions of your Deltek products Search Deltek s knowledge base Display or download product information, such as release notes, user guides, technical information, and white papers Submit a support case and check on its progress Transfer requested files to a Customer Care analyst Use Quick Chat to submit a question to a Customer Care analyst online Ask questions, exchange ideas, and share knowledge with other Deltek customers through the Deltek Connect Customer Forums Subscribe to Deltek communications about your products and services Receive alerts of new Deltek releases and hot fixes For more information regarding Deltek Customer Care Connect, refer to the online help available from the Web site. Access Customer Care Connect To access the Customer Care Connect site, complete the following steps: 1. Go to 2. Enter your Customer Care Connect Username and Password. 3. Click Login. If you forget your username or password, you can click the Account Assistance button on the login screen for help. 8

10 Software Issues Resolved Cumulative Update 43 Software Issues Resolved Cumulative Update 43 Released: September 7, 2016 Software Issues Resolved Budgeting & Planning Description: You encountered the system error "Arithmetic overflow error converting numeric to data type numeric" when you tried to Refresh during revenue setup. Customers Impacted: This defect affects Costpoint Budgeting and Planning customers only Description: In SPA5, the Direct Labor link displayed non-labor details. Customers Impacted: This defect affects Costpoint Budgeting and Planning customers only Description: In SPA5, the Non-Labor link displayed Direct labor details. Customers Impacted: This defect affects Costpoint Budgeting and Planning customers only Description: CP_RESET config value did not change during refresh MERGE NEW ROWS procedure. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. 9

11 Software Issues Resolved Cumulative Update Description: In SPA1, the Job Summary Report toggles were not working as expected. Customers Impacted: This defect affects all GCS Budgeting and Planning customers only Description: In SPA5, the Profit Value Decimals in the Project Status Report was not displayed correctly. Customers Impacted: This defect affects Costpoint Budgeting and Planning customers only Description: In PPA1, when you tried to run the Hours Breakdown Report, the Source Identification Actual and Budget was not displayed. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers Description: In PPA2 and PPA3, when you tried to run Raw and Burdened Cost Breakdown Reports, the Source Identification Actual and Budget was not displayed. Also, duplicate names were displayed and the totals at the bottom of the report were not aligned. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers Description: In PPT5 and PPT6, when you tried to run Labor Hours and Cost Reports, the Source Identification Actual and Budget was not displayed and the color coding was missing. 10

12 Software Issues Resolved Cumulative Update 43 Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers Description: You encountered the system error "Arithmetic overflow error converting numeric to data type numeric" when you tried to Refresh during revenue setup. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers Description: You encountered the system error "Arithmetic overflow error converting numeric to data type numeric" when you tried to Refresh during revenue setup. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Administration Description: Alternate Burdening Process configuration item was not available to Costpoint Setup. Customers Impacted: This defect affects all Costpoint customers only. Data Import and Integration Costpoint Description: Costpoint composite burd rate routine was including pools when it should not. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. 11

13 Software Issues Resolved Cumulative Update 43 Project Budget Development Description: In BPA1, report information was displayed in the wrong column when you tried to export ALL Periods. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers Description: In BPA17, when you tried to run Revenue Analysis, the displayed Bill Rate was rounding off to the nearest dollar when it should not. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Cost Analysis Description: In CPA4, All Periods report was not available. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers Description: In CPA4, when you tried to view All Cost Breakdowns, no commitments were displayed. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. 12

14 New Features and Enhancements: Cumulative Update 43 New Features and Enhancements: Cumulative Update 43 There are no new features and enhancements for this release. 13

15 Software Issues Resolved Cumulative Update 42 Software Issues Resolved Cumulative Update 42 Released: August 17, 2016 Software Issues Resolved Budgeting & Planning Description: When you tried to refresh, you received the error, "Arithmetic overflow error converting numeric to data type numeric." Customers Impacted: This defect affects all Costpoint customers only. Administration Description: After you changed the user name, you cannot login via Active Directory because the password contained the "<" sign. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Data Import and Integration GCS Description: Service Center Cost Pool routine created multiple entry of same account. Customers Impacted: This defect affects GCS Budgeting and Planning customers only. 14

16 Software Issues Resolved Cumulative Update Description: When you tried to update compute forward rates, the system did not include calculated fringe in the Total Cost when based per UNIT. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Project Cost Analysis Description: When you tried to run CPA4 report, prior year incurred costs were doubled. Customers Impacted: This defect affects GCS Budgeting and Planning customers only. New Business and Proposals Description: In NPT3, Revenue was not included as a report option. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. 15

17 Software Issues Resolved Cumulative Update 42 Supplemental Reports Description: When you tried to generate an SPA1 report, the Description information was not grouped correctly. Customers Impacted: This defect affects all GCS customers only Description: When you tried to generate an SPA1 report, zero values were not displayed in the cells. Customers Impacted: This defect affects all GCS customers only Description: In SPA3, the project/contract ID was not included in the detail report when you tried to export to Excel. Customers Impacted: This defect affects all GCS customers only. 16

18 New Features and Enhancements: Cumulative Update 42 New Features and Enhancements: Cumulative Update 42 There are no new features and enhancements for this release. 17

19 Software Issues Resolved Cumulative Update 41 Software Issues Resolved Cumulative Update 41 Released: July 15, 2016 Software Issues Resolved Data Import and Integration Description: Cloud Ops users could not create tables using stored procedures. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Project Budget Development Description: GCS Pool Cost Accounts was incorrect for OH and GA when the Bid & Proposal was posted in two different pools. Customers Impacted: This defect affects GCS Premiere Budgeting and Planning customers only Description: Revenue line item was displayed in Budget Cost report. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. 18

20 New Features and Enhancements: Cumulative Update 41 New Features and Enhancements: Cumulative Update 41 There are no new features and enhancements for this release. 19

21 Software Issues Resolved Cumulative Update 40 Software Issues Resolved Cumulative Update 40 Released: June 15, 2016 Software Issues Resolved Organization Description: Export to Excel feature was not available for AOS2, AOR4, AOR5, SOA1,SOA2,SOA3, EPC11 reports. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Project Supplemental Reports Description: Export to Excel feature was not available for SPA1, SPA2, SPA3, SPA4, SPA5, SPA6, SPA7, SPA8, SPA11 and SPA12 reports. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. 20

22 New Features and Enhancements: Cumulative Update 40 New Features and Enhancements: Cumulative Update 40 Added Export to Excel Option You now have the option to Export to Excel the Report Summary and Report Details of the following reports: SPA1 SPA2 SPA3 SPA4 SPA5 SPA6 SPA7 SPA8 SPA11 SPA12 AOS2 AOR4 AOR5 SOA1 SOA2 SOA3 EPC11 Click the Export.xls icon on the toolbar and select whether you want to export Report Summary or Report Details. 21

23 Software Issues Resolved Cumulative Update 39 Software Issues Resolved Cumulative Update 39 Released: May 18, 2016 Software Issues Resolved Budgeting & Planning Description: The system does not respond or hangs after selecting certain vendors. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Administration Description: In MAM2, the system was not able to convert and display decimal value in the Job Code field. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Data Import and Integration Costpoint Description: Scheduled refresh was not completing due to a system error. Customers Impacted: This defect affects Costpoint Budgeting and Planning customers only. 22

24 Software Issues Resolved Cumulative Update 39 GCS Description: The POOL BASIS name was not updated when BASE changes in GCS. Customers Impacted: This defect affects GCS Premiere Budgeting and Planning customers only Description: GCS Pool routine did not include indirect labor in base for pools with F, H, I or K as its Base Code. Customers Impacted: This defect affects GCS Premiere Budgeting and Planning customers only Description: GCS Compute Forward Rates routine was incorrect for BPIRD pool cost. Customers Impacted: This defect affects GCS Premiere Budgeting and Planning customers only. 23

25 Software Issues Resolved Cumulative Update 39 Organization AOP - Outlook Analysis Description: In AOR1, when you tried to use the Excel Export option, the YTD and Percent column were not displayed. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Project Budget Development Description: Other accrual methods in the accrual rate was not included. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers Description: When you clicked the Excel button, a popup message that would ask if the user wanted to export current report view or details with combined view was missing. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Workaround Before Fix: You can copy and paste the screen report. 24

26 Software Issues Resolved Cumulative Update 39 Supplemental Reports Description: In SPA5, Profit percents did not include Award Fee in calculation. Customers Impacted: This defect affects Costpoint Budgeting and Planning customers only. 25

27 New Features and Enhancements: Cumulative Update 39 New Features and Enhancements: Cumulative Update 39 There are no new features and enhancements for this release. 26

28 Software Issues Resolved Cumulative Update 38 Software Issues Resolved Cumulative Update 38 Released: April 20, 2016 Software Issues Resolved Budgeting & Planning Description: Credit allocation was going to all divisions, not just division 1. Administration Description: M.A.M.13 was missing HOUR in the base type option menu. Customers Impacted: This defect affects GCS Premier Budgeting & Planning customers. Data Import and Integration GCS Description: A new setting (SRC02_PROCESS_UPDATE_GCS_ POOL_ DEFAULTS) was added that copies pool data from the previous year to the new year. Customers Impacted: This changes affects GCS Budgeting & Planning customers only. 27

29 Software Issues Resolved Cumulative Update Description: SRC02_PROCESS_GCS_ALLOCATIONS was using the current year SRC03_CT03CPF for prior year UA pool account definitions. Customers Impacted: This defect affects GCS Premier Budgeting & Planning customers. Organization Description: Repairs were made to the Excel Export for the following reports: C.O.T.1, C.O.T.2, C.O.T.13, and B.O.P.6 Customers Impacted: These corrections affect all Budgeting & Planning customers. Budget Development Description: In B.O.N.2 Indirect Non-Labor Analysis report, the Excel export was an unusable format. 28

30 Software Issues Resolved Cumulative Update 38 Project Cost Analysis Description: C.P.A.3 and C.P.A.4 were calling the stored procedure for C.P.A.2. 29

31 New Features and Enhancements: Cumulative Update 38 New Features and Enhancements: Cumulative Update 38 There are no new features and enhancements for this release. 30

32 Software Issues Resolved Cumulative Update 37 Software Issues Resolved Cumulative Update 37 Released: March 16, 2016 Software Issues Resolved Budgeting & Planning Description: Org Outlooks were automatically populating orgs with Splits and Prior closed periods were not greying out in Org Outlooks. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Organization Cost Analysis Description: COR1 Rate Analysis report with zero base was duplicating allocations. Customers Impacted: This defect affects all GCS Budgeting and Planning customers. 31

33 New Features and Enhancements: Cumulative Update 37 New Features and Enhancements: Cumulative Update 37 There are no new features and enhancements for this release. 32

34 Software Issues Resolved: Cumulative Update 36 Software Issues Resolved: Cumulative Update 36 Released: February 16, 2016 Software Issues Resolved Project Budget Development Description: Export to Excel feature was not working as expected for BPL1, BPL2, BPA2, BPA3, BPA4, BPA13, PPL1, PPL2 reports. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Cost Analysis Description: Export to Excel feature was not working as expected for CPL1, CPL2, CPA2, CPA3, CPA4, CPA5, CPA6, CPA11, CPA12 reports. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. 33

35 New Features and Enhancements: Cumulative Update 36 New Features and Enhancements: Cumulative Update 36 There are no new features and enhancements for this release. 34

36 Software Issues Resolved: Cumulative Update 35 Software Issues Resolved: Cumulative Update 35 Released: January 18, 2016 Software Issues Resolved Data Import and Integration GCS Description: The Org Budget cost/base pool accounts that were removed from live tables displayed a negative value when it should be zero. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Organization Budget Development Description: When you tried to run BOP3 report, the system displayed the following error: "String or binary data would be truncated. The statement has been terminated." Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Cost Analysis Project Description: COR1 Fringe allocation is not the same compared to GCS SIE. Customers Impacted: This defect affects GCS Budgeting and Planning customers only. 35

37 Software Issues Resolved: Cumulative Update Description: When you tried to use Compute Forward Rates, the system did not remove previously posted service center allocations. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Budget Development Description: You could not edit accrual rate for Generic Staff if in use. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Earned Value Management Description: GCS EAC did not reflect the Direct hours entered into Contract Labor History that did not exist in GL. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. 36

38 New Features and Enhancements: Cumulative Update 35 New Features and Enhancements: Cumulative Update 35 New System Generated Messages Options You can now set who can view the Message of the Day using Configuration Settings. To use this new feature, do the following steps: 1. Go to MAM10- Configuration Settings form. 2. In General Settings, select from the System Generated Messages drop-down list. The following options are available: o o o Show All Users Show Administrator Users Show SuperAdmin Only 37

39 Software Issues Resolved: Cumulative Update 34 Software Issues Resolved: Cumulative Update 34 Released: December 18, 2015 Software Issues Resolved Organization Data Import and Integration GCS Description: The application error "No Summary Accounts Found" was encountered during GCS Post installation. Customers Impacted: This defect affects all GCS Budgeting and Planning customers who did not execute the Post Installation setup after installing Deltek Budgeting and Planning 6.1. Additional Notes: Prerequisite to Post Install Setup If a client/user has a large GCS data, the following procedure is required before running the post installation setup: 1. Modify the web.config file and look for keyword: httpruntime executiontimeout then modify the value from 600 to 3600 to avoid the timed out issue. The web.config can be located at C:\Program Files (x86)\deltek\budgeting and Planning\Web. 2. Modify the SQL TIMEOUT in the econfig table to Restart IIS. 4. Execute the Post Installation Setup. Project AOP - Outlook Analysis Description: Actuals utilization percents did not exist in Outlook Closed Periods. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. 38

40 Software Issues Resolved: Cumulative Update 34 Budget Development Description: No data was displayed when you tried to run a BPL3 Report. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Supplemental Reports Description: In GCS JSR, the SPA1 report displayed current actual rate for Budgeted burden instead of showing Target Rates for the budget numbers. Customers Impacted: This defect affects all GCS Budgeting and Planning customers only. 39

41 New Features and Enhancements: Cumulative Update 34 New Features and Enhancements: Cumulative Update 34 There are no new features and enhancements for this release. 40

42 Software Issues Resolved: Cumulative Update 33 Software Issues Resolved: Cumulative Update 33 Released: November 11, 2015 Software Issues Resolved Budgeting & Planning Description: In the Project Status Report (SPA5), the hyperlinks for the SPA6 Labor Analysis, SPA7 Non-Labor Analysis and SPA8 Commitment reports were disabled. Customers Impacted: This defect affects Costpoint Budgeting and Planning customers only. Administration Description: In MAM8 Maintain Calendar End Dates, the system applied wrong column headers in esub_pd table after updating the period. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Data Import and Integration GCS Description: GCS Period override was not working as expected for future periods. Customers Impacted: This defect affects GCS Premiere Budgeting and Planning customers only. 41

43 Software Issues Resolved: Cumulative Update 33 Organization AOP - Outlook Analysis Description: You received an error message when you tried to update the Holiday Schedule in A.O.M.3. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Project Description: Three-way Purchase Orders with S status and no invoice, were not displayed as Commitments in SPA 5- Project Status. Customers Impacted: This defect affects Costpoint Budgeting and Planning customers only. Earned Value Management Description: EAC values did not include Actuals for specific accounts. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. 42

44 Software Issues Resolved: Cumulative Update 33 Performance and Variance Description: The G&A allocation accounts were not netting to zero in P&L reports. Customers Impacted: This defect affects Costpoint Budgeting and Planning customers only. 43

45 New Features and Enhancements: Cumulative Update 33 New Features and Enhancements: Cumulative Update 33 There are no new features and enhancements for this release. 44

46 Software Issues Resolved: Cumulative Update 32 Software Issues Resolved: Cumulative Update 32 Released: October 14, 2015 Software Issues Resolved Data Import and Integration Costpoint Description: All cost breakdown report had incorrect information for prior periods. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. GCS Description: When you tried to create pool allocations, the refresh process failed. Customers Impacted: This defect affects GCS Premiere Budgeting and Planning customers only Description: New GCS Accounts were not mapped correctly. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Project 45

47 Software Issues Resolved: Cumulative Update 32 Budget Development Description: You were only allowed to enter a Fee Rate between 0 and 100 on the Revenue screen. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Performance and Variance Description: When you tried to view variances by drilling-down from top level project down to next, the correct variances were not displayed at the second level or below it. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. 46

48 New Features and Enhancements: Cumulative Update 32 New Features and Enhancements: Cumulative Update 32 New Maintain Account Mapping Options The workflow to identify new accounts has been improved and a mass Reviewed routine has been added. When new accounts are added, the application identifies the new accounts and automatically maps the new accounts upon import into Budgeting and Planning. You will be prompted by a system message that there are New account(s) ready for review. The user now has the option to review these mappings, modify them if necessary, and set them to Reviewed status so they will no longer be considered new. Additionally, once the accounts are set to Reviewed the application will update the Org Budget pools for current and future years with these new accounts. This functionality applies to both Costpoint and GCS users. New Accounts Check Box We have added a New Accounts check box that filters the grid to display only the new accounts that need to be reviewed. Users can now easily identify the new accounts, configure them appropriately on import and review the new accounts for accuracy. Set to Reviewed Button Users can now select the Set to Reviewed button to update the status of all new accounts to Reviewed so they would no longer be considered New. The Set to Reviewed button is enabled only when new accounts are displayed. To use this new feature, do the following steps: 1. On the MAM1- Maintain Account Mapping form, select the New Accounts check box. 47

49 New Features and Enhancements: Cumulative Update Review the accounts displayed. 3. Click Set To Reviewed button. Accounts are now successfully updated as Reviewed. 48

50 Software Issues Resolved: Cumulative Update 31 Software Issues Resolved: Cumulative Update 31 Released: September 9, 2015 Software Issues Resolved Budgeting & Planning Description: In Budget Errors (AOR6), you could not sort the Report Issues column unlike the other columns in the screen. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Administration Description: The Maintain Direct/Indirect Tabs Account ID's (MAP4/MAP5) application did not have a drop down list with account descriptions. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers Description: In eproject Manager table (MAP7), blank project manager name was displayed when translated. Customers Impacted: This defect affects GCS Premiere Budgeting and Planning customers only. 49

51 Software Issues Resolved: Cumulative Update Description: In Organization Budget Cycle Initialization (AOM3), the Edit Pool Specs screen did not display a Records Per Page option. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Data Import and Integration Costpoint Description: When you tried to refresh Composite Burd Rate, it took longer than expected. Customers Impacted: This defect affects Costpoint Budgeting and Planning customers only Description: When you tried to run Build Project Manager Security, it took longer than expected. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Organization Description: When you tried to export Profit and Loss Reports (COP1, COP2, & COP3), the values were exported as text and not as numbers. 50

52 Software Issues Resolved: Cumulative Update 31 Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Budget Development Description: Performance issues were encountered in Budget Direct/Indirect Non-Labor Analysis (BON1/BON2). When you tried to export 2015 Budget to Excel, the FY_CD was displayed as 2011 instead of Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Cost Analysis Description: When you tried to run Hours Breakdown/ Raw Cost Breakdown (BPA1/BPA2) report, the values were exported as text and not as numbers. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers Description: When you tried to run Rate Analysis (COR1), the updated GL Account ORG changes were not reflected in prior year cost pool tables. Customers Impacted: This defect affects GCS Budgeting and Planning customers only. 51

53 Software Issues Resolved: Cumulative Update 31 Project Budget Development Description: When you tried to run EAC Revenue Adjustments in Create/Modify Budget for Direct Project (BPI1), the system calculated a YTD difference between the actual revenue and calculated (EAC) revenue. The value was displayed in the last closed period of the fiscal year of the EAC. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Cost Analysis Description: When you tried to run TM Billable Revenue Breakdown (CPA9) on a rollup level, duplicate parent records were displayed. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Supplemental Reports Description: When you tried to view Job Status Report (SPA1), the Consultants were displayed under Employees and Vendors in Labor Hours section. Customers Impacted: This defect affects GCS Premiere Budgeting and Planning customers only. 52

54 New Features and Enhancements: Cumulative Update 31 New Features and Enhancements: Cumulative Update 31 There are no new features and enhancements for this release. 53

55 Software Issues Resolved: Cumulative Update 30 Software Issues Resolved: Cumulative Update 30 Released: August 4, 2015 Software Issues Resolved Data Import and Integration Costpoint Description: Refresh process did not populate prior year information when Costpoint current year periods were missing. Customers Impacted: This defect affects Costpoint Budgeting and Planning customers only Description: Expense Database did not include "U" Under Review expense items. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Organization AOP - Outlook Analysis Description: When you tried to use Compute Forward Rates, the system did not post YTD allocations for Costpoint. Customers Impacted: This defect affects Costpoint Budgeting and Planning customers only. Performance and Variance 54

56 Software Issues Resolved: Cumulative Update Description: Performance issues were encountered when running POP1, POP2, POP3 reports. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Project Description: Intermittent errors were encountered when exporting reports to Excel. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Budget Development Description: The system displayed the Project ID and populated the tables in lower case. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Supplemental Reports Description: In S.P.A.5-Project Status, the Profit% on Cost and Profit% on Revenue information were not aligned properly. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. 55

57 Software Issues Resolved: Cumulative Update Description: Current Period End Date was not displayed in Supplemental Reports. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Workaround Before Fix: Select the date using the drop-down menu Description: When you drill down Project Status Report data, the prior year amounts was displayed in lump sum without detailed vendor information for the prior year. Customers Impacted: This defect affects Costpoint Budgeting and Planning customers only. 56

58 New Features and Enhancements: Cumulative Update 30 New Features and Enhancements: Cumulative Update 30 There are no new features and enhancements for this release. 57

59 Software Issues Resolved: Cumulative Update 29 Software Issues Resolved: Cumulative Update 29 Released: July 15, 2015 Software Issues Resolved Budgeting & Planning Description: You could not create Org Budget based on account and edit Org changes to the pool structure for future year. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Administration Description: Users were not aware that there were new accounts in the B&P system that need to be mapped. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers Description: In Security Group, disabled reports were still displayed when hyperlinked from another report. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Data Import and Integration 58

60 Software Issues Resolved: Cumulative Update 29 Costpoint Description: Employee Default Account ID were not populating in the EEMPL_RATES for Costpoint. Customers Impacted: This defect affects Costpoint Budgeting and Planning customers only. GCS Description: Refresh process failed due to GCS Service Centers without Account setup. Customers Impacted: This defect affects GCS Premiere Budgeting and Planning customers only Description: You encountered duplicate error messages in Data Import and Integration. Customers Impacted: This defect affects GCS Premiere Budgeting and Planning customers only Description: The PY amount in current period SPA1 did not match with the incurred amount in SPA1. Customers Impacted: This defect affects GCS Premiere Budgeting and Planning customers only. Organization 59

61 Software Issues Resolved: Cumulative Update Description: When you tried to run POP, BOP, & AOC reports, the Year To Date (YTD) columns displayed incorrect amounts. Customers Impacted: This defect affects all Costpoint and GCS Premiere Budgeting and Planning customers. Budget Development Description: Org budget Labor did not calculate as expected when holidays were not entered. Customers Impacted: This defect affects all Costpoint and GCS Premiere Budgeting and Planning customers. Cost Analysis Description: You encountered system errors when you tried to export to excel CON1/CON2 reports. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Workaround Before Fix: Instead of selecting OPEN, select Save File and open the file or you can copy and paste the file into excel Description: When you tried to export COL1 report - Utilization Dir/Ind Lab Analysis, an Application Error occurred. Customers Impacted: This defect affects all Costpoint and GCS Premiere Budgeting and Planning customers. 60

62 Software Issues Resolved: Cumulative Update 29 Project Budget Development Description: When you tried to run BPA9 T&M Billable Revenue report, the system did not include ceiling adjustments and totals. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Supplemental Reports Description: The Revenue Analysis Hours Costs displayed were incorrect due to GCS limitations. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. 61

63 New Features and Enhancements: Cumulative Update 29 New Features and Enhancements: Cumulative Update 29 New Edit Pool Specification Button The new EDIT button allows users to modify their pool specifications. All the information in the Pool Cost and Pool Base accounts for the given fiscal year are now editable. How it works? For instance, if you clone the pool specs for the next year 2016, you know that you are going to change the pool structure in 2016, but this is not yet set up in Costpoint, with this new EDIT button, you can now modify it in B&P to have an accurate forecast calculation for the pools. 62

64 Software Issues Resolved: Cumulative Update 28 Software Issues Resolved: Cumulative Update 28 Released: June 17, 2015 Software Issues Resolved Budgeting & Planning Administration Description: Create Project Security was not being executed after Security Group Change in MAU1 (User Setup). Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Workaround Before Fix: Change the security org in the user screen and update. Go to the M.A.O. 7 screen, delete the users then go to the user screen and change the security org back and update. Data Import and Integration Costpoint Description: The Proj_rev_setup was incorrect for EAC revenue type coming over from Costpoint. Customers Impacted: This defect affects Costpoint Budgeting and Planning customers only. Workaround Before Fix: Update the Revenue Setup screen Description: Expense tables refresh failed when null values were entered in the UDT09ID field. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. 63

65 Software Issues Resolved: Cumulative Update 28 Organization Budget Development Description: In BOP1, when you tried to change from Performing and Owning Org, only the revenue details were changed. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers Description: You could not create Org budget based on account and org changes to the pool structure for future year. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers Description: Org Budget Credit Account amount was doubled for unit based service centers. Customers Impacted: This defect affects GCS Premiere Budgeting and Planning customers only. 64

66 Software Issues Resolved: Cumulative Update 28 Project Budget Development Description: In BPA4 AP - All Cost breakdown All Period, the pools for future years did not have category column names. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers Description: BPA16 displayed incorrect data when you changed options or projects. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Earned Value Management Description: Revenue was not calculating for EAC Burden Adjustments. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. 65

67 Software Issues Resolved: Cumulative Update 28 New Business and Proposals Description: The PLC's and the Billing Rates were not available on the Revenue Breakdown of the Proposal. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Supplemental Reports Description: In SPA5, the current period profit percent was not calculating correctly. Customers Impacted: This defect affects Costpoint Budgeting and Planning customers only. 66

68 New Features and Enhancements: Cumulative Update 28 New Features and Enhancements: Cumulative Update 28 There are no new features and enhancements for this release. 67

69 Software Issues Resolved: Cumulative Update 27 Software Issues Resolved: Cumulative Update 27 Released: May 20, 2015 Software Issues Resolved Budgeting & Planning Data Import and Integration Description: When you ran SRC02_Process_Build_eCOMPOSITE_BURD_RATE, it took more than ten hour to complete. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Organization Budget Development Description: In the Profit & Loss by Org (BOP1) report, the summed period values were not an accurate YTD representation for burden. Customers Impacted: This defect affects GCS Premier Budgeting and Planning customers Description: When grid columns contained lowercase characters, the export to Excel failed for the following reports: Resource Schedule Hours (BOL6) Resource Schedule Date Range (BOL7) Resource Schedule Cost (BOL8) Excel Export 68

70 Software Issues Resolved: Cumulative Update 27 Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Earned Value Management Description: The EAC Adjustment to Actual Revenue was incorrect in the EAC. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Supplemental Reports Description: The Prior Year information in the SPA1 Job Summary report was incorrect, when GCS ALT BURD was set to Yes and rates were verified. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. 69

71 New Features and Enhancements: Cumulative Update 27 New Features and Enhancements: Cumulative Update 27 New Tree List Export Layout The Tree List export layout was modified from tree view to a regular grid view. You can now filter related records easily using excel. This update affects the following reports: COL1 COT13 CPA10 CPT5 CPT6 BOAView BOL1 BOL2Audit BPA10 BPA16 BPA17 BPAView BPI6 BON1 BON2 70

72 Software Issues Resolved: Cumulative Update 26 Software Issues Resolved: Cumulative Update 26 Released: April 15, 2015 Software Issues Resolved Budgeting & Planning Description: The GCS Create Allocation Transactions routine was running slow. Customers Impacted: This defect affects GCS Budgeting and Planning customers only Description: The Budget Rate Analysis reports did not include budgeted costs. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers Description: The PLC rates were not populating the B&P tables correctly. Customers Impacted: This defect affects Costpoint Budgeting and Planning customers only. 71

73 Software Issues Resolved: Cumulative Update Description: You encountered performance issues when running B&P reports. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Additional Notes: This defect affects the following reports: POP2 POP1 CPT6 PON1 COL1 BOL6 BOL8 MAP7 Organization Description: POL2, POL3, BOL2, BOL3 reports reflected Actuals for employee Home Org, but did not reflect Outlook Actual values performed in other Org. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. AOP - Outlook Analysis Description: You received an error message when you tried to export AOR1 to excel. Customers Impacted: This defect affects GCS Premiere Budgeting and Planning customers only. 72

74 Software Issues Resolved: Cumulative Update 26 Budget Development Description: Invalid account numbers were being assigned in the Org Budget default Direct and Indirect Labor Accounts. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Cost Analysis Description: You received an error when you tried to export data to excel using COP1, COP2, COP3, POP1, POP2 and POP3 modules. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers Description: Allocation Org ID was not generated for OBS Orgs in the Cost Pool Table. Customers Impacted: This defect affects all GCS Premiere Budgeting and Planning customers only. 73

75 Software Issues Resolved: Cumulative Update 26 Project Budget Development Description: BPA9 revenue displayed zero dollar amount when Bill Rate was zero. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. 74

76 New Features and Enhancements: Cumulative Update 26 New Features and Enhancements: Cumulative Update 26 There are no new features and enhancements for this release. 75

77 Software Issues Resolved: Cumulative Update 25 Software Issues Resolved: Cumulative Update 25 Released: March 26, 2015 Software Issues Resolved Budgeting & Planning Description: Performance issues were encountered with B&P Reports. This fix removed the report caching implemented in CU23 for defect Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. 76

78 New Features and Enhancements: Cumulative Update 25 New Features and Enhancements: Cumulative Update 25 There are no new features and enhancements for this release. 77

79 Software Issues Resolved: Cumulative Update 24 Software Issues Resolved: Cumulative Update 24 Released: March 18, 2015 Software Issues Resolved (6) Budgeting & Planning Description: The Revenue actuals were not being imported for Project Budget Revenue Line items, which caused EAC Adjustments. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Organization AOP - Outlook Analysis Description: Nothing was displayed when you view a new Org Outlook. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers Description: Org Outlook s Revenue with no closed periods was not consistent with the Org Budget s Revenue. Outlook assumed that closed periods existed and looked at live burden tables. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Additional Notes: None 78

80 Software Issues Resolved: Cumulative Update 24 Budget Development Description: When you tried to clone Pool tables for Org Budgets, the Service Center cloning templates failed. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Project Performance and Variance Description: The GCS B&P Allocations displayed duplicate values in P&L report. Customers Impacted: This defect affects GCS Premiere Budgeting and Planning customers only. Supplemental Reports Description: When executing SPA5, you encountered link builder failure and were not allowed to access SPA6 & SPA7 sub-reports from the Org Security Group. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. 79

81 New Features and Enhancements: Cumulative Update 24 New Features and Enhancements: Cumulative Update 24 There are no new features and enhancements for this release. 80

82 Software Issues Resolved: Cumulative Update 23 Software Issues Resolved: Cumulative Update 23 Released: February 18, 2015 Software Issues Resolved Budgeting & Planning Description: You could not modify End dates. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Workaround Before Fix: Modify End dates directly from the table Description: You encountered performance issues when running B&P reports. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers Description: GCS Service Center was not calculating UNIT allocations correctly. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. 81

83 Software Issues Resolved: Cumulative Update Description: You received a system error when you selected the Burden Cost tab in project budget. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Administration Description: The AOM3 security groups (ADMIN, ORG) did not allow access to subitems in AOM3. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Workaround Before Fix: Set the Security Group to None. Project Budget Development Description: When you tried to run Current Forecast and Revenue Breakdown for EAC in BPA15, the system converted decimal amounts to Integer format. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Performance and Variance Description: The PPA1AP report did not display the combined actual hours as expected. 82

84 Software Issues Resolved: Cumulative Update 23 Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers Description: When you tried to run PPT6, the system would not export. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Workaround Before Fix: Do not export to excel Description: You encountered a system error when you tried to execute PPT5 due to null value in DESC. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Supplemental Reports Description: The SPA11 and SPA12 line totals were not being updated when you selected a different period. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. 83

85 New Features and Enhancements: Cumulative Update 23 New Features and Enhancements: Cumulative Update 23 There are no new features and enhancements for this release. 84

86 Software Issues Resolved: Cumulative Update 22 Software Issues Resolved: Cumulative Update 22 Released: January 22, 2015 Software Issues Resolved Budgeting & Planning Description: MAP5 Maintain Project Indirect Tab ACCT_IDs (Optional) menu item has been reinstated and modified to enable the users to override the default Indirect Account ID s for any given sheet (tab) in the Project Budgeting Module. In conjunction with this, Indirect PAG (Project Account Groups), if used, should merge with the overrides, giving the user a defined list of Account ID s per sheet (tab). Customers Impacted: This defect and enhancement affects all Budgeting & Planning customers Description: The system allocated service center cost to overhead pools. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers Description: An Authorized project list on the navigation screen was not displayed in alpha-numeric order as expected. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. 85

87 Software Issues Resolved: Cumulative Update Description: Executing CreateProjectSecurity took longer to build than as expected. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers Description: SPA1_ Report displayed a huge negative amount in Current and YTD Incurred under line item 'History, Summarized'. Customers Impacted: This defect affects GCS Premiere Budgeting and Planning customers that do a calendar year end. Data Import and Integration GCS Description: Performance issues were encountered when you tried to use composite burden factors. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Organization Description: The COR/BOR reports lacked a switch feature and a disclaimer regarding service centers. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. 86

88 Software Issues Resolved: Cumulative Update 22 Project Budget Development Description: The PROJ_TYPE_CD Multiple did not exist in the ereport_cd_dir_ind table. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. 87

89 New Features and Enhancements: Cumulative Update 22 New Features and Enhancements: Cumulative Update 22 There are no new features and enhancements for this release. 88

90 Software Issues Resolved: Cumulative Update 21 Software Issues Resolved: Cumulative Update 21 Released: December 17, 2014 Software Issues Resolved Budgeting & Planning Description: The EFY table was being populated with NULL values in the FY_CD column. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers Description: Additional flag to enable charging to multiple org ids in the Org Budget Split Window was missing from the system. Customers Impacted: This defect and enhancement affects all Costpoint and GCS Budgeting and Planning customers. Administration Description: When you tried to install Costpoint, MAM10 failed to open. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. 89

91 Software Issues Resolved: Cumulative Update Description: You could not add vacation types in Configuration Settings. Customers Impacted: This defect affects all Costpoint Budgeting and Planning customers only. Workaround Before Fix: You need to stop the web server and update from the back end then restart the webserver Description: You could not deactivate Generic Staff and received the following error message, "Generic Staff is currently in use and cannot be updated." Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Workaround Before Fix: Update egeneric_staff SET ACTIVE_FL = N where JOB_CODE = enter generic staff code here. Data Import and Integration GCS Description: GCS Pool defaults routine failed if NULL FY records existed in the EPOOL_INFO table. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. 90

92 Software Issues Resolved: Cumulative Update 21 Organization Budget Development Description: When you updated a GL account in GCS, the GL account did not post correctly in any of the Org Budget Development Module P&L Outlook reports (BOP1, BOP2 or BOP3). Customers Impacted: This defect affects GCS Budgeting and Planning customers only. Cost Analysis Description: When you tried to print a report, the system automatically printed to PDF. The Print dialog box was not displayed after you clicked the Print button. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. Project Description: You experienced slow performance when you changed projects in the navigation screen. Customers Impacted: This defect affects all Costpoint and GCS Budgeting and Planning customers. 91

93 Software Issues Resolved: Cumulative Update 21 Cost Analysis Description: Costpoint users received unusual EAC burden adjustments in the last period of the current fiscal year. Customers Impacted: This defect affects Costpoint Budgeting and Planning customers only. 92

94 New Features and Enhancements: Cumulative Update 21 New Features and Enhancements: Cumulative Update 21 There are no new features and enhancements for this release. 93

95 Software Issues Resolved: Cumulative Update 20 Software Issues Resolved: Cumulative Update 20 Released: November 20, 2014 Software Issues Resolved Budgeting & Planning Description: Blank or null values were displayed in the ECONFIG table for the LAST_FY_PRE_DETAILS_TRANS config item. Customers Impacted: This defect affects all Budgeting and Planning customers. Data Import and Integration Description: The MS Project budget import was not breaking out single resources that were used multiple times in a single task. Organization Budget Development Description: You could not create an Org Budget and you were not allowed to view and delete rates posting budgets in the audit/modify screen for Org Budgets. Customers Impacted: This defect affects all Budgeting and Planning customers. Additional Notes: None

96 Software Issues Resolved: Cumulative Update 20 Description: Credit Accounts zeroed out allocation accounts in future periods. Customers Impacted: This defect affects all Budgeting and Planning customers Description: No information was displayed in the BOL2 Audit report. Customers Impacted: This defect affects all Budgeting and Planning customers Description: You received a system error when you tried to generate a build hyperlink to BOL2Audit and Security Group is ORG or ADMIN. Customers Impacted: Set the User Security Group to None and User License Type to Administrator in order to build hyperlink to BOL2Audit. Cost Analysis Description: GCS allocations on actuals were not being created for prior years. Customers Impacted: This defect affects all GCS Premier Budgeting and Planning customers Description: When you tried to export to Excel, you received the error message, "A field or property with name AcctName was not found in the selected data source." 95

97 Software Issues Resolved: Cumulative Update 20 Customers Impacted: This defect affects all Budgeting and Planning customers. Performance and Variance Description: You could not generate a POP2 report due to time-out error. Customers Impacted: This defect affects all Budgeting and Planning customers. Project Budget Development Description: When you tried to import a spreadsheet, the subcontractor hours could not be imported and the formatting for the start date and the org/pool field was not properly formatted Description: You received an exporting error when you tried to run BGT/EAC-Hours Breakdown. Customers Impacted: This defect affects all Budgeting and Planning customers. 96

98 Software Issues Resolved: Cumulative Update Description: The system used the funded amount from the project table when it should have pulled the amount from the budget control table. Customers Impacted: This defect affects all Budgeting and Planning customers Description: You received a system error when you tried to export to excel the latest EAC Other Direct Costs details. Customers Impacted: This defect affects all Budgeting and Planning customers. Additional Notes: This issue occurs in BPA3 and PPT Description: When you tried to generate Hours Breakdown report, the Sub and Consultant Hours were not included. Customers Impacted: This defect affects all Budgeting and Planning customers. Cost Analysis Description: When you tried to generate a TM Billable Revenue Breakdown at a 2nd level of project level, the entries were not displayed as a single line per employee. Customers Impacted: This defect affects all Budgeting and Planning customers. 97

99 Software Issues Resolved: Cumulative Update Description: When you tried to generate a CPA3AP report, the system used Period Rate instead of YTD Rate for CP customers. Customers Impacted: This defect affects all GCS Premiere Budgeting and Planning customers Description: When you were given additional rights to a project, the view report options were not updating. Customers Impacted: This defect affects all Budgeting and Planning customers Description: When you tried to view and add project rights in Add Project Managers screen, Reporting rights were not included as an option. Customers Impacted: This defect affects all Budgeting and Planning customers. 98

100 New Features and Enhancements: Cumulative Update 20 New Features and Enhancements: Cumulative Update 20 There are no new features and enhancements for this release. 99

101 Software Issues Resolved: Cumulative Update 19 Software Issues Resolved: Cumulative Update 19 Released: October 15, 2014 Software Issues Resolved Budgeting & Planning Description: The Org Budget NL% tab was not calculating correctly. For companywide NL% Pool, the routine used the same outlook version number for all orgs instead of using the latest outlook version number Description: The backlog hours in SPA1 were incorrect. The total hours did not include prior year hours, which understates backlog. Customers Impacted: This defect affects all GCS Premier customers Description: The Refresh process failed due to changes in the GCS allocation process regarding Service Center Fringe calculations. Customers Impacted: This defect affects all GCS Premier Budgeting and Planning customers. 100

102 Software Issues Resolved: Cumulative Update 19 Administration Description: When you tried to change the password for ADMIN user in MAU1, the system saved the word All in SecurityOrganizationId field instead of a blank or empty value when UPDATE was clicked Description: You could still access and use the screens even if Proj user security group was limited and some screens were unchecked. Data Import and Integration Costpoint Description: The P (Period) employees were overwritten with H (Hourly) default accrual rate. Customers Impacted: This defect affects all Costpoint Budgeting and Planning customers

103 Software Issues Resolved: Cumulative Update 19 Description: The Update Computed Forward Rates allocations were incorrect for Costpoint Service Centers. Customers Impacted: This defect affects all Costpoint Budgeting and Planning customers. GCS Description: The new GCS Composite Burd Rate by Period routine was running slow. Customers Impacted: This defect affects all GCS Premier Budgeting and Planning customers. Organization AOP - Outlook Analysis Description: Forward Rates were not posting GCS Allocations to closed Outlook periods. Customers Impacted: This defect affects all GCS Premier customers. Project Budget Development

104 Software Issues Resolved: Cumulative Update 19 Description: The BPA16 profit line did not display as positive when Revenue => Cost, and negative when Revenue < Cost. Cost Analysis Description: The details from the CPA3AP report did not match the CPA3 report. Customers Impacted: This defect affects all Costpoint Budgeting and Planning customers. 103

105 New Features and Enhancements: Cumulative Update 19 New Features and Enhancements: Cumulative Update 19 There are no new features and enhancements for this release. 104

106 Software Issues Resolved: Cumulative Update 18 Software Issues Resolved: Cumulative Update 18 Released: September 18, 2014 Software Issues Resolved Budgeting & Planning Description: For employees who had not been assigned hire dates, the Home Org ID did not populate in User Setup Description: The copy_proposal_to_budget stored procedure did not remove MODIFIED_BY and TIMESTAMP from the ebudget_raw_temp insert statement(s). This has been corrected Description: EAC duplicated cost numbers on certain line items. Customers Impacted: This correction affects all Budgeting & Planning customers Description: Service Center UNIT accounts had incorrect base/cost pool accounts. Customers Impacted: This defect affects GCS Premier Budgeting & Planning customers, who use Service Center UNIT based accounts. 105

107 Software Issues Resolved: Cumulative Update 18 Data Import and Integration Description: When CT20PYD did not match GL31PGL, inconsistencies occurred in Prior Year. Customers Impacted: This defect affects GCS Premier Budgeting & Planning customers only. Installation Description: When you tried to install the hot fixes, the installation process took longer than expected. Organization Description: The EALC job status codes from GL were incorrectly included in the following reports: COP1 - Profit and Loss By Organization COP2 - Profit and Loss By G L Account COP3 - Profit and Loss By Project POP1 - Profit and Loss By Organization POP2 - Profit and Loss By G L Account POP3 - Profit and Loss By Project CON2 - Indirect Non-Labor Analysis 106

108 Software Issues Resolved: Cumulative Update 18 Budget Development Description: B.O.L.1 - Utilization Dir./Ind. Lab. Analysis did not include an option to select Home Based or P&L Based. This has been corrected with the addition of two new report options: Home and Pool. Customers Impacted: This correction affects all Budgeting & Planning customers Description: Employees records were duplicated multiple times in the Org Budget Employee Rates table. Performance and Variance Description: P.O.L.1 - Utilization Dir./Ind. Lab. Analysis did not include an option to select Home Based or P&L Based. This has been corrected with the addition of two new report options: Home and Pool. Customers Impacted: This correction affects all Budgeting & Planning customers. Project AOP - Outlook Analysis

109 Software Issues Resolved: Cumulative Update 18 Description: Consultant employees did not display on Outlooks. Budget Development Description: The Project Budget PLC ddl was missing PLC Description: When you clicked Include Expired Projects, it caused an error Description: When the using B.P.I.6 - Costpoint Revenue Integration screen, you received a Timeout error. 108

110 New Features and Enhancements: Cumulative Update 18 New Features and Enhancements: Cumulative Update 18 New Report Options In the Utilization Dir./Ind. Lab. Analysis, both B.O.L1 and P.O.L.1, we added the following report options: Home Pool These options enable you to track an employee s actual hours against budgeted hours. 109

111 Software Issues Resolved: Cumulative Update 17 Software Issues Resolved: Cumulative Update 17 Released: August 28, 2014 Software Issues Resolved Budgeting & Planning Description: When using the Custom Report module, you received a Timeout error, because the module did not utilize the econfig timeout settings. Installation Description: When eacct.detl_fl was NULL, the installation of Cumulative Update 16 failed. Organization Cost Analysis Description: After you applied Cumulative Update 16 and tried to access the Indirect Non-Labor Analysis (C.O.N.2) screen, you received the following error message: "Property cannot be added. Property 'Description' already exists for 'dbo.reportcon2'." 110

112 New Features and Enhancements: Cumulative Update 17 New Features and Enhancements: Cumulative Update 17 There are no new features and enhancements for this release. 111

113 Software Issues Resolved: Cumulative Update 16 Software Issues Resolved: Cumulative Update 16 Released: August 13, 2014 Software Issues Resolved Budgeting & Planning Description: When creating projects, SRC02_Process_005_Build_ePROJ did not refer to WBS_REC_TYPE. Customers Impacted: This defect affects GCS Premier Budgeting & Planning customers only. Data Import and Integration GCS Description: The initialization process did not create base pool information for the fiscal years entered into CT20PYD. Customers Impacted: This defect affects GCS Premier Budgeting & Planning customers only. Organization Budget Development Description: When calculating revenue for line items, the B.O.P.6 Revenue Analysis report did not refer to Program Groups. 112

114 Software Issues Resolved: Cumulative Update Description: The Org Budget Account drop-down list displayed inactive accounts. Cost Analysis Description: In the Direct/Indirect Non-Labor Analysis reports (C.O.N.1 and C.O.N.2), you could only view information for the current fiscal year Description: In B.O.R.1 - Rate Analysis (Org), Fringe Labor did not display in the fringe cost budget. Customers Impacted: This defect affects GCS Premier Budgeting & Planning customers. 113

115 Project Budget Development Description: In in B.P.I.4 - Create/Modify EAC for Direct Project, the ID displayed as "9999" and "Not Available" displayed under Name Description: The option to use timesheet periods for budgets caused duplicate periods for past and future years. 114

116 New Features and Enhancements: Cumulative Update 16 New Features and Enhancements: Cumulative Update 16 There are no new features and enhancements for this release. 115

117 Software Issues Resolved: Cumulative Update 15 Software Issues Resolved: Cumulative Update 15 Released: July 9, 2014 Software Issues Resolved Administration Description: M.A.M.13 - Service Center Setup did not display the given B&P pool number. Customers Impacted: This defect affects Budgeting & Planning administrators Description: After you changed the allocation type in M.A.M.13 - Service Center Setup, the epool_info was not updated. Customers Impacted: This defect affects Budgeting & Planning administrators. Data Import and Integration Description: The refresh process took an exceptionally long time after you applied Cumulative Update

118 Software Issues Resolved: Cumulative Update 15 Description: The Base K pool was not recognized in the Pool Defaults Setup Script, and Pool Type 9 did not exist in the epool_type table. Customers Impacted: This defect affects GCS Premier Budgeting & Planning customers only Description: SRC01_Process_Build_eGL_DETAIL would not run if indexes were already disabled. Customers Impacted: This defect affects Costpoint Budgeting & Planning customers only. Installation Description: Cumulative Updates failed on certain scripts due to SRC02_PROCESS_DELTEK_GCS_IMPORT already existing after GA install. Additional Notes: None Organization AOP - Outlook Analysis

119 Software Issues Resolved: Cumulative Update 15 Description: When you ran A.O.M.5 Create Top Level Outlook, you received the following error message: "Outlook not created - No Outlook data exists." Customers Impacted: This defect affects Budgeting & Planning administrators. Budget Development Description: B.O.P.1 - Profit and Loss By Organization contained both budget and outlook values for closed periods. Project Budget Development Description: In the EAC, the Adj to Actual Revenue was incorrect. Customers Impacted: This defect affects GCS Premier Budgeting & Planning customers. Workaround Before Fix: None Earned Value Management Description: The YTD Composite burd rate did not apply G&A to Hours Based Burden. 118

120 Software Issues Resolved: Cumulative Update

121 New Features and Enhancements: Cumulative Update 15 New Features and Enhancements: Cumulative Update 15 New Software Supported Versions Budgeting & Planning 6.1 CU15 now supports the new versions of the following programs: Windows 8.1 Windows Server 2012 (R2) Internet Explorer 11 New Installs of BP 6.1 will need to do the following before running setup. To install on Windows Server 2012/2012R2 or Windows 8/8.1, do the following steps: 1. Go to Properties of the Deltek Budgeting and Planning EXE 2. On the Compatibility tab, set it to launch in Windows 7 Compatibility Mode 120

122 Software Issues Resolved: Cumulative Update 14 Software Issues Resolved: Cumulative Update 14 Released: June 10, 2014 Software Issues Resolved Budgeting & Planning Description: For a new EAC, the SEL_EAC_TEMP_NEW Hrly_Rate displayed as zero after the last update. Administration Description: The security for parent projects was inconsistent between users. Data Import and Integration Description: The SRC02_Process_Build_PSR_PY_Tables created entries for the current year. Customers Impacted: This defects all Budgeting & Planning customers. 121

123 Software Issues Resolved: Cumulative Update 14 GCS Description: The GCS Tier 1 Pool 2 (Fringe) was not designated as a fringe pool in Pool Routine. Customers Impacted: This defect affects GCS Premier Budgeting & Planning customers only. Organization Description: The Rate Analysis reports included divisions that were not part of the divisional pools at rollup (01) level. The following reports were affected: COR1 COR2 COR3 BOR1 BOR2 BOR3 POR1 POR2 POR3 Customers Impacted: This defect affected all Budgeting & Planning customers. Project Budget Development Description: In the B.P.A.10 report, the ORG_ID link between BUDGET_PROJ_DETL and BUDGET_PROJ_REVENUE was inconsistent for T&M projects. 122

124 Software Issues Resolved: Cumulative Update 14 Earned Value Management Description: EAC populated actuals using the vendor name, when it should have used the employee name. Supplemental Reports Description: The EAC Revenue Adjustment rows displayed in the Non-Labor section of B&P PSR. Customers Impacted: This defect affects Costpoint Budgeting & Planning customers only. 123

125 New Features and Enhancements: Cumulative Update 14 New Features and Enhancements: Cumulative Update 14 There are no new features and enhancements for this release. 124

126 Software Issues Resolved: Cumulative Update 13 Software Issues Resolved: Cumulative Update 13 Released: May 14, 2014 Software Issues Resolved Administration Description: In A.O.M.3 - Maintain Org Holiday Schedule, adding a holiday schedule should be optional, not required. Customers Impacted: This defect affects Budgeting & Planning administrators. Data Import and Integration Costpoint Description: Costpoint merge process did not delete all rows when CP Days was set to Customers Impacted: This defect affects Costpoint Budgeting & Planning customers. GCS Premier Description: The ECOST_SUMMARY Pool burden did not refer to SRC00_PROJ_BURD_SUM_ALT for the period burden. Customers Impacted: This defect affects GCS Premier Budgeting & Planning customers. 125

127 Software Issues Resolved: Cumulative Update 13 Organization Description: The G&A Pool Base was missing indirect labor allocations. Customers Impacted: This defect affects GCS Premier Budgeting & Planning customers. Organization AOP Outlook Analysis Description: The compute forward rates routine was missing credit accounts for allocations that did not include a base. Customers Impacted: This defect affects GCS Premier Budgeting & Planning customers Description: The A.O.C.1 and A.O.C.2 reports included allocations from the Org Budget, when there is no base for the allocation. Customers Impacted: This defect affects GCS Premier Budgeting & Planning customers. Organization Budget Development

128 Software Issues Resolved: Cumulative Update 13 Description: In the Org Labor Split screen, you could not split direct labor into different Org IDs Project Description: When ORG_NON_LABOR_LEVEL included more than one value, you received an error message upon creating an Org Budget Project Description: You could not enter an effective rate for salaried employees. To correct this, we added a new Use Effective Rates configuration setting. When you select this setting, the hourly rates of salaried personnel are recalculated based on the number of standard estimated hours entered into either GCS Premier or Costpoint. If standard hours are not entered, Budgeting & Planning uses the hours entered into MAM16 Fiscal Year Setup. Customers Impacted: This defect and enhancement affects all Budgeting & Planning customers. Cost Analysis Description: Instead of referring to the EFY table, C.P.A.3 (All Periods) used hardcoded target rates. 127

129 Software Issues Resolved: Cumulative Update 13 Project Earned Value Management Description: The EAC adjustment posted to period 12 for the current fiscal year, when the last close period was period 9. Project Supplemental Reports Description: S.P.A.5 (PSR) rounded to the nearest dollar and did not display cents, even though the stored procedure returned cents. 128

130 New Features and Enhancements: Cumulative Update 13 New Features and Enhancements: Cumulative Update 13 There are no new features and enhancements for this release. 129

131 Software Issues Resolved: Cumulative Update 12 Software Issues Resolved: Cumulative Update 12 Released: April 9, 2014 Software Issues Resolved Administration Description: When a user was assigned to the ADMIN security group, the AOM3 - Modify PTO Pattern, Edit Pool Rates, Edit Employee Specs, Edit NLAB% Base Setup, and Edit NLAB% Specs failed. Customers Impacted: This defect affects Budgeting & Planning administrators Description: Changing the Data Reset Flag to Yes also changed USE_ALT_ORG to Y for Costpoint clients. Customers Impacted: This defect affects Budgeting & Planning administrators. Installation Description: During a new installation, the installer failed to create a database. Organization Cost Analysis

132 Software Issues Resolved: Cumulative Update 12 Description: There was a disconnect between percent calculated by cost and hours shown in C.O.L.1 - Utilization Dir./Ind. Lab. Analysis. Project Budget Development Description: Project Budget Revenue Analysis did not display Ceiling Columns. Earned Value Management Description: There was an EAC Adjust to Actual entry in the project budget Description: EAC calculated cost adjustment for sheets 2 and 7, but it should only have been calculated for sheet

133 Software Issues Resolved: Cumulative Update Description: The Burden Cost Tab Budget Cost did not include EAC Adjustments. Supplemental Reports Description: The S.P.A.7 - Non-Labor Detail Header and Footer totals were incorrect. 132

134 New Features and Enhancements: Cumulative Update 12 New Features and Enhancements: Cumulative Update 12 There are no new features and enhancements for this release. 133

135 Software Issues Resolved: Cumulative Update 11 Software Issues Resolved: Cumulative Update 11 Released: March 12, 2014 Software Issues Resolved Administration Description: Future year periods displayed in the wrong order. Customers Impacted: This defect affects Budgeting & Planning administrators Description: The End Date drop-down list in the Custom Report screen displayed incorrect dates, because the FY (fiscal year) field retained the value from a previous year. Data Import and Integration Costpoint Description: SRC01_Process_0000a_Reorg_Map_Merge_Tables fails on obsolete table SRC01_EMPL_LAB_INFO_new. Customers Impacted: This defect affects Costpoint Budgeting & Planning customers only. 134

136 Software Issues Resolved: Cumulative Update Description: When a stored procedure included nested stored procedures that contained errors, SRC00_PROCESS_ALL did not record the error code. Customers Impacted: This defect affects Costpoint Budgeting & Planning customers. GCS Description: SRC02_Process_Build_ePROJ_BURD_SUM performed slowly. Customers Impacted: This defect affects GCS Premier Budgeting & Planning customers Description: The recalculation process in Pool Rates Setup recalculated the current fiscal year when no modifications had been made. Customers Impacted: This defect affects GCS Premier Budgeting & Planning customers only Description: The SRC02_Process_Build_eGL_DETAIL did not run if indexes were already disabled. Customers Impacted: This defect affects GCS Premier Budgeting & Planning customers only. 135

137 Software Issues Resolved: Cumulative Update Description: The SRC02_Process_Update_GCS_Pool_Defaults table did not capture new pools unassociated with division 1. Customers Impacted: This defect affects GCS Premier Budgeting & Planning customers only Description: The Cost summary reports did not match supplemental reports when divisional pools were used. Customers Impacted: This defect affects GCS Premier Budgeting & Planning customers only. Organization Budget Development Description: The Project Budget Org drop-down List only displayed the Orgs available under the user's Security Org ID setting; it did not display the additional Orgs to which the user had rights. 136

138 Software Issues Resolved: Cumulative Update 11 Cost Analysis Description: Service centers did not display in the drop-down list of the C.O.R.1 and C.O.R.2 reports Description: The C.O.R.1 report in Budgeting & Planning and the SIE from GCS Premiere displayed different G&A rates. Customers Impacted: This defect affects GCS Premier Budgeting & Planning customers. Project Budget Development Description: The Funding (Funded_cost) column did not display in the B.P.T.3 - Direct Projects Future Cost report. 137

139 Software Issues Resolved: Cumulative Update 11 Cost Analysis Description: The C.P.T reports failed when hyperlinked reports had been removed from the security group. Workaround Before Fix: You had to enable the related Level Down and Active Level reports in the PROJ security role Description: When there was a commitment, the Employee information printed twice in the C.P.A.2 - Raw Cost Breakdown report. 138

140 New Features and Enhancements: Cumulative Update 11 New Features and Enhancements: Cumulative Update 11 There are no new features and enhancements for this release. 139

141 Software Issues Resolved: Cumulative Update 10 Software Issues Resolved: Cumulative Update 10 Released: February 12, 2014 Software Issues Resolved Budgeting & Planning Description: GCS Labor Fringe was included in the G&A Pool, when it was already included in the Overhead Pool. Customers Impacted: This defect affects GCS Premier Budgeting & Planning customers only. Administration Description: You could not grant Project Level Reporting access if the project existed outside of the employee's Security Org ID. Customers Impacted: This defect affects Budget & Planning administrators. Data Import and Integration Costpoint

142 Software Issues Resolved: Cumulative Update 10 Description: The ecomposite_burd_rate refresh process created missing records for fiscal years without pool rates and base accounts set up. Customers Impacted: This defect affects Costpoint Budgeting & Planning customers only. GCS Description: The labor history was missing for years that preceded those in the General Ledger, Prior Year GL history, or Timesheet History tables. Customers Impacted: This defect affects GCS Premier Budgeting & Planning customers only Description: The CPT1/CPL1_ Commit column did not display hours after being processed in Time & Expense. Customers Impacted: This defect affects GCS Premier Budgeting & Planning customers. Other Applications Affected Organization Description: The following reports calculated the Utilization % incorrectly by including Fringe Labor (PTO): 141

143 Software Issues Resolved: Cumulative Update 10 C.O.L.1 - Utilization Dir./Ind. Lab. Analysis B.O.L.1 - Utilization Dir./Ind. Lab. Analysis P.O.L.1 - Utilization Dir./Ind. Lab. Analysis Budget Development Description: The default Indirect Acct in the Org Budget Employee was inconsistent Description: The B.O.P.2 - Profit and Loss By G/L Account report was missing lines where accounts were duplicated. Customers Impacted: This defect affects Costpoint Budgeting & Planning customers only. Performance and Variance Description: The Profit and Loss reports did not display revenue by Owning Org. To correct this, the Owning Org option was added to the following reports. C.O.P.1 -Profit and Loss By Organization 142

144 Software Issues Resolved: Cumulative Update 10 C.O.P.2 -Profit and Loss By G/L Account CC.O.P.3 -Profit and Loss By Project Customers Impacted: This correction affects all Budgeting & Planning customers. Additional Notes: This option was also added to the same reports under Performance & Variance (P.O.P.1, P.O.P.2, and P.O.P.3). Project Cost Analysis Description: The C.P.A.3 - Burdened Cost Breakdown and C.P.A.4 - All Cost Breakdown reports used different rates to calculate burden for relative periods. Customers Impacted: This defect affects GCS Premier customers only Description: The Composite Burd Rates were duplicated when Clone New Pool rates was executed twice in quick succession. Supplemental Reports Description: The Job Summary report displayed the Employee Name, when it should have displayed the Vendor Name. 143

145 Software Issues Resolved: Cumulative Update Description: When compared to the Costpoint Project Status report, the S.P.A.5 - Project Status Report displayed a reverse sign for revenue. Customers Impacted: This defect affects Costpoint Budgeting & Planning customers. Workaround Before Fix: None 144

146 New Features and Enhancements: Cumulative Update 10 New Features and Enhancements: Cumulative Update 10 There are no new features and enhancements for this release. 145

147 Software Issues Resolved: Cumulative Update 09 Software Issues Resolved: Cumulative Update 09 Released: January 29, 2014 Software Issues Resolved Project Budget Development Description: An error occurred on the B.P.L.1 - Projects Cost Cats. report, when negative numbers were displayed or converted. Supplemental Reports Description: The following reports failed on any project: S.P.A.5 - Project Status S.P.A.6 - Labor Analysis S.P.A.7 - Non-Labor Detail 146

148 New Features and Enhancements: Cumulative Update 09 New Features and Enhancements: Cumulative Update 09 There are no new features and enhancements for this release. 147

149 Software Issues Resolved: Cumulative Update 08 Software Issues Resolved: Cumulative Update 08 Released: January 8, 2014 Software Issues Resolved Administration Description: GCS_USE_ALT_BURD was not included in the M.A.M.10 Configuration Settings screen. Customers Impacted: This defect affects GCS Premier Budgeting & Planning administrators. Additional Notes: A Use Alternate Burdening Method field was added to the Project area of the Configuration Settings screen. Options include Y or N. Data Import and Integration Description: The Holiday Count and esub_pd_headers stored procedures created a circular nested loop that caused the application to fail. Customers Impacted: This defect affects GCS Premier Budgeting & Planning customers Description: When a project was changed to a different division, the Org IDs for the current fiscal year were not updated in the history tables. Customers Impacted: This defect affects GCS Premier Budgeting & Planning customers. 148

150 Software Issues Resolved: Cumulative Update 08 Organization Budget Development Description: When you committed an Org budget, you received an error in upd_eorg_budget_sfw_lab. Project Budget Development Description: The B.P.L.1 (Projects Cost Cats.) and B.P.L.2 (Projects Future Cost) reports displayed < selected level, but B.P.L.3 (Projects Future Revenue) displayed <= selected level. The reports should have displayed the same way. Cost Analysis New Business and Proposals Description: After you created a proposal from scratch in the N.P.I.4 - Audit/Modify Proposal screen, you could not edit it after you closed and reopened it. 149

151 New Features and Enhancements: Cumulative Update 08 New Features and Enhancements: Cumulative Update 08 Import Budget From Spreadsheet App We added an Import Budget From Spreadsheet App (B.P.U.5) utility that enables you to import project budget information from an Excel spreadsheet template, which you can download from within Budgeting & Planning. Using the spreadsheet (Deltek_BP_Project_Budget_Template.xls), you will enter project budget information in Excel. Afterward, you will save the template as an.xml file and upload it to the Import Budget From Spreadsheet App utility, where you will map the project IDs and resources to corresponding projects and resources in Budgeting & Planning. To download and use the Excel template, complete the following steps: 1. Open Project area of Budgeting & Planning and select the Budget Development module. 2. Under Reports & Actions, click Actions» Import Budget from Spreadsheet App. 3. In the B.P.U.5 - Import Budget From Spreadsheet App screen, select Microsoft Excel. 4. After the screen refreshes, click Overview. 5. In the Excel Spreadsheet Help dialog box, click Download. 6. Click Save to save the Excel template to your local computer. 7. Open the spreadsheet in Excel and enter the project data that you will later import into Budgeting & Planning. When you are finished, proceed to Step 1 of the 5-step procedure below. STEP 1: Save the Excel Template as an.xml File Before you can upload the spreadsheet to the Import Budget From Spreadsheet App utility, you must first save your spreadsheet in Excel as an.xml file type. To accomplish this task, complete the following steps from within the Excel application: 1. With the spreadsheet open in Excel, click File» Save As. 2. In the Save As dialog box, select XML Data from the Save as type drop-down list and click Save. STEP 2: Upload the. XML File To upload the.xml file, complete the following steps: 1. In Budgeting & Planning, open the Project area and select the Budget Development module. 2. Select the project to which you are importing. 3. Under Reports & Actions, click Actions» Import Budget from Spreadsheet App. 4. In the B.P.U.5 - Import Budget From Spreadsheet App screen, select Microsoft Excel. 5. Click Browse to select the Excel spreadsheet (the version saved as.xml). 6. After the file path displays in the Browse field, click Upload. This part of the process uploads the.xml file into the database in its raw format. 150

152 New Features and Enhancements: Cumulative Update 08 STEP 3: Map Project IDs In this step, you will match the project IDs uploaded from the Excel spreadsheet to those used in Budgeting & Planning. To accomplish this task, complete the following steps. 1. Under Project ID (left-hand column), select the Project ID. 2. Under ERP Project ID (right-hand column), select the project level that corresponds to the ID you selected in the left-hand column. If you make a mistake, click Reset to start over. 3. Click Map to establish a one-to-one connection between the Excel project ID and the Budgeting & Planning project ID. 4. After the screen refreshes, repeat steps 1-3 for each remaining project ID in the left-hand column. If the ERP Project ID column is empty, any remaining lines in the Project ID column will not be imported. STEP 4: Map Resources After you finish matching the project IDs in Step 3, click Map Resources. When the process finishes, the Project Budget Import Resource Mapping screen displays. Proceed to Step 5 of the procedure. STEP 5: Finish Resource Mapping In this step, using the Project Budget Import Resource Mapping screen, you will map the names/resources imported from the Excel spreadsheet to the corresponding ERP IDs/Names in Budgeting & Planning. The names of the sheets (StfHrs or ConstlHrs, for example) that contain resources display in red text. To accomplish this task, complete the following steps. 1. Select the sheet you want to map (for example, StfHrs). 2. Select the row you want to map. The Name field displays the name of the resource as imported from Excel. 3. Select a name from either the Match Employee, Generic Staff, or Match Vendor drop down lists. The name of the drop-down list varies by sheet. 4. When you finish mapping all the sheets, click Map Complete. During the import process, the data in the.xml file is parsed into the corresponding Project Budget database tables based on the selections you made in Steps 3 and 5. After the import is finished, you should verify the results using the project budgeting tools. You can rerun the import process any number of times without losing your previous mappings. The names of previously mapped sheets now display in green text. 151

153 Software Issues Resolved: Cumulative Update 07 Software Issues Resolved: Cumulative Update 07 Released: December 5, 2013 Software Issues Resolved Budgeting & Planning Description: When you selected the Employee Org ID option, you could not export generic staff for the following BGT/OLK reports, because generic staff did not have a HOME ORG ID: B.O.L.6 - Resource Schedule Hours B.O.L.7 - Resource Schedule Hours (Rolling Year) B.O.L.8 - Resource Schedule Cost (Rolling Year) Additional Notes: We added optional field for HOME ORG ID in the generic staff table Description: Obsolete GCS Revenue entries were not purged from the Revenue Summary table Description: For newly added employees, the GCS Org ID and Accrual Rates were incorrect in the Org Budget Empl Rates table. Customers Impacted: This defect affects GCS Premier customers. 152

154 Software Issues Resolved: Cumulative Update Description: When you created a new Org Outlook, the performance time was very slow Description: When you loaded source year actuals into the NLAB$ tab, the performance time was very slow. Data Import and Integration GCS Description: When vendor history for a prior year contained multiple records per voucher number, Budgeting & Planning created duplicate general ledger entries. Customers Impacted: This defect affects GCS Premier customers only Description: Sub periods for the prior year were estimated incorrectly. Customers Impacted: This defect affects GCS Premier customers only. 153

155 Software Issues Resolved: Cumulative Update Description: The ecost_summary line item burden did not properly account for COM or HOUR based pools. Customers Impacted: This defect affects GCS Premier customers only. Project Budget Development Description: The Project Future Level Report (B.P.L.3) did not include the Material and Handling, Subcontractor, or Consultant hours, when you selected Materials, Subcontractor, or Consultant from the drop down list. New Business and Proposals Description: After you created a proposal from scratch in the N.P.I.4 - Audit/Modify Proposal screen, you could not edit it after you closed and reopened it. 154

156 New Features and Enhancements: Cumulative Update 07 New Features and Enhancements: Cumulative Update 07 There are no new features and enhancements for this release. 155

157 Software Issues Resolved: Cumulative Update 06 Software Issues Resolved: Cumulative Update 06 Released: November 13, 2013 Software Issues Resolved Budgeting & Planning Description: When you committed an EAC and the calculated line item burden did not match the Prior Year burden, an EAC adjustment line was automatically added to the ebudget_proj_detl table for past periods Description: GCS Base J (Hours) Tier 2 Pool did not apply allocated cost to the Tier 3 G&A Pool. Customers Impacted: This defect affect GCS Premier Budgeting & Planning customers only Description: The NLAB% tab on an ORG budget rounded to two decimal places upon committing. 156

158 Software Issues Resolved: Cumulative Update Description: The Excel export function did not work within the Budget screen, but it did work from within the view screen. Customers Impacted: This defect affects Budgeting & Planning customers Description: The C, W, R, and P accounts were not set up during the first step of the GCS Premier Budgeting & Planning post-installation process. Customers Impacted: This defect affects GCS Premier Budgeting & Planning customers Description: The user assigned to both the role of administrator and to the ADMIN security group could not open the N.P.T.1 - Proposal Summary screen. Administration Description: Pool 0 was identified for prior year burden calculation in the project budget. Customers Impacted: This defect affects Budgeting & Planning administrators. 157

159 Software Issues Resolved: Cumulative Update Description: The Allocation Base Type was missing from MAM12 (Indirect Pool Setup). Customers Impacted: This defect affects Budgeting & Planning administrations users Description: The configuration settings for Accounts displayed the AR Account type code and the Vac type code for GCS Premier customers. Customers Impacted: This defect affects GCS Premier Budgeting & Planning customers Description: When you clicked Submit on the M.A.M.4 -Manually Start Data Refresh screen, the status indicator did not display. Organization AOP - Outlook Analysis

160 Software Issues Resolved: Cumulative Update 06 Description: Instead of passing ACCT_ID to sproc sel_account_exists, Budgeting & Planning passed AccountID. Project Budget Development Description: The Costpoint Revenue Integration menu option displayed in the GCS Premier version of Budgeting & Planning. Customers Impacted: This defect affects GCS Premier Budgeting & Planning customers. Performance and Variance Description: Actuals did not display for indirect projects in the following reports: P.P.A.1 - Hours Breakdown P.P.A.2 - Raw Cost Breakdown P.P.A.3 - Burdened Cost Breakdown 159

161 Software Issues Resolved: Cumulative Update 06 Supplemental Reports Description: The hours-based pool rates displayed as dollars on the Job Summary report. Customers Impacted: This defect affects Budgeting & Planning administrations users. 160

162 New Features and Enhancements: Cumulative Update 06 New Features and Enhancements: Cumulative Update 06 There are no new features and enhancements for this release. 161

163 Software Issues Resolved: Cumulative Update 05 Software Issues Resolved: Cumulative Update 05 Released: October 9, 2013 Software Issues Resolved Administration Description: The M.A.U.8 - User Activity Log screen could not be updated after the Application Log Entry was updated from the M.A.M.10 - Configuration Settings screen. Customers Impacted: This defect affects Budgeting & Planning administrators Description: When you used the currently available Connection Provider (SQLNCLI or SQLNCLI10) to establish a connection to Time & Expense or Costpoint during the postinstallation setup, a connection failure occurred. Customers Impacted: This defect affects Budgeting & Planning administrators Description: You received an error message when you accessed the M.A.O.3 - Maintain Organization Budget Approvers screen if you were assigned to both the role of Administrator and a Security Group. Customers Impacted: This defect affects Budgeting & Planning administrators. Workaround Before Fix: The Administrator role was removed from the Security Group. 162

164 Software Issues Resolved: Cumulative Update Description: You could not view multiple top-level orgs. Customers Impacted: This defect affects Budgeting & Planning administrators Description: When you were assigned to both the role of Administrator and the "Admin" Security Group, you could not access C.P.A.6 - Billing Profile. Customers Impacted: This defect affects Budgeting & Planning administrators. Workaround Before Fix: The Administrator was removed from the Security Group Description: When you tried to update rates in the M.A.M.14 - Pool Rates Setup screen, you received an error message indicating that the rate must be a decimal value with up to four precisions (for example, 99,9999). Customers Impacted: This defect affects Budgeting & Planning administrators. Data Import and Integration Description: When distributed revenue was calculated in B.P.I.2 - Audit/Modify All Direct Project Budgets, the value was different than the Contract Revenue amount on the Job Summary Report. 163

165 Software Issues Resolved: Cumulative Update 05 GCS Description: GCS Premier did not maintain a rate history for employees. To correct this issue, we added a new M.A.P.14 - Maintain Employee Rates screen to the Project Settings menu. Use this screen to add, edit, or delete employee rate information and to create a starting point for employee rates in Budgeting & Planning. Customers Impacted: This defect affects GCS Premier customers. Additional Notes: This screen is available to Super Admin users only. Below is an image of the new screen: Project Budget Development Description: When you added more than 20 CnsltHrs (consultant hours) entries, the amount lines became misaligned. 164