CMap Weekly Updates

This article consolidates the CMap Updates (announced in-app to admin users) released during 2022. 

Every update has a unique 5 digit identifier. If you want to speak to us about a particular update, this number will enable us to track down the full details of that update for you.

Week 30, Jul 25-29:

27413 — Stage dates to spread across project start & end date

This change is being driven to enable more customer's to make use of the fantastic "Staffing Prediction Report".

The Staffing Prediction Report took the budget from the Fee Estimator and predicted when that demand would need to be fulfilled using the stage dates.

The project start date was used as the default date for all stage start & end dates. This means that unless you took the time to update them, the Staffing Prediction Report wouldn't predict the demand as accurately as hoped.

Moving forward, stages dates will be set to match the project start & end date, greatly improve the accuracy of the Staffing Prediction Report.

What happens to your existing projects? They continue as they are. But (a little tip), if you update the project start date field, the new logic will kick in and the stage start & end dates will update to match the project start and end date.

Editions: PSA & Accounting
Plans: All

Week 28, Jul 11-15:

24846 — Architects & Engineers: Update Future Schedule Externals calc in Story So Far

There were issues around how we used dates to drive the calculation and the fact that we broke the forecasting down into daily amounts, which meant the further into a month you went the less accurate the calculation for the current month would become (eventually arriving at zero ... unless you incurred a purchase invoice). A little confusing and inefficient. We've made an update to make this calculation more elegant.

Editions: Architects & Engineers
Plans: All

28372 Architects & Engineers: Future Scheduled Externals Cost update

This update related to 24846 (above), ensuring the update also applies when you run an Amalgamated Budget vs Actual.

Editions: Architects & Engineers
Plans: All

25400 Custom role & rate fix for project extentions

Assuming you have the feature enabled, you could create custom roles on a project. Assuming you have the feature enabled, you could then create an extension for that project. So far, so good. The problem was that although that roles on the extension appeared in the Fee Estimator, they didn't appear in the Customise Rates tool, so a support request was the only way to update them. That's no longer the case, and custom roles now appear there on extensions.

Editions: All
Plans: All

25979 Report Builder subtotals upgrade

Subtotal rows were calculated after the data has been merged into rows, which meant that the individual values that made up (for example) a percentage, couldn't be used to work out an accurate subtotal. To solve this, we've introduced a new "Show as" dropdown to the Custom Calculation Builder, which can be set to "CALCULATED".

Editions: All
Plans: Pro & Enterprise

Week 26, Jun 27-30:

28006 — Architects & Engineers: Fee Inclusive externals no longer showing in Auto Populate Invoice Schedule

Fee Inclusive externals appeared in the "Auto Populate Invoice Schedule" dialog, enabling you to add the value to the Invoice Schedule when they're supposed to be included in the fee. We've fixed this so they no longer appear.

Editions: Architects & Engineers
Plans: All

27031 — Update to dialogs when archiving custom fields

When you archived (or attempted to archive) a custom field, a helpful dialog would appear telling you if the field was being used in a report, grid, etc. We felt the dialog could be even more helpful, including things like who created the report, who owns the report, etc., to help speed things up.

Editions: All
Plans: Pro & Enterprise

Week 25, Jun 20-24:

20613 — MS Teams Add-on: limiting Teams views to users

When using the "Link to an existing Teams Channel" function, users were presented with the full list of Teams & Channels in the dropdowns. This was actually due to a shortcoming on the API. The good news is, Microsoft have released an update that's made it possible for us to limit the dropdown options based on which Team(s) the user has access to. A big step forward!

Editions: All
Plans: Add-On

21916 — Architects & Engineers: Time Charge Fee & Resourcing link fix

There were certain scenarios where the link between the Resource Schedule (and, by extension, the "Fee Plan Budget" section of) Time Charge fee stages in the A&E Fee Estimator weren't syncing correctly. This issue has been fixed, so any changes you make in the Resource Schedule update the corresponding areas in the Fee Estimator.

Editions: Architects & Engineers
Plans: Pro & Enterprise

27467 — Architects & Engineers: Time Charge refactoring

The brief (and hopefully easy to understand) version of this complicated update is... there are multiple calculations being used for Time Charge stages in A&E. The reason for that is there are actually 3 versions of Time Charge stages behind-the-scenes (1 being standard, and 2 controlled as features). Because the calculations are (or rather: were) implemented differently, we ended up with some fragmentation and duplication in the codebase. We've completed some important backstage refactoring work, which means it will be much easier to maintain (and build upon) the functionality.

Editions: Architects & Engineers
Plans: Growth, Pro & Enterprise

Week 24, Jun 13-17:

20611 — MS Teams Add-on: linking to folders

We've made an important tweak to the "Connect to an Existing Teams channel for this project" function of the Microsoft Teams Integration. After you've selected the Channel, the options contained in the Folder dropdown are now limited to only the folders contained within that channel (rather than for the full Team). 

Editions: All 
Plans: Add-On

Week 23, Jun 06-10:

24403 — T&M invoicing: restore written off time

We've created a new tool that enables you to restore written off time. To access it, you'll need to update your Security Group(s). Enter the Security Group, and expand "Admin" under "Access Levels". You'll find a new option called "Restore Written Off Time Tool". If you enable that and click "Save", the members of the group will be able to access the new tool and restore written off time.

Editions: PSA
Plans: Growth, Pro, Enterprise

25595 — Filter on T&M billing page

We've re-introduced the filter than enables you to refine the timesheet entries that appear in the "Choose The Time You Want To Carry Forward, Bill or Write Off" page when billing T&M projects. Simply click "Set Filters", select the start & end date, click "Run", and you're good to go.

Editions: PSA
Plans: Growth, Pro, Enterprise

25596 — T&M invoicing: new backing sheet option

We regularly analyze the feedback we receive in Feedback Portal to see if we can identify common areas of feedback that we can "fix" for people. One such area of highly consistent feedback is on the data provided for T&M invoice backing sheets. You're welcome to continue using the existing version. But we've now introduced an alternative backing sheet containing the following:

  • Person
  • Date
  • Hours
  • Charge Rate
  • Value
  • Notes
  • Hours Total (sum of all hours for the user)
  • Value Total (sum of all values for the user)
  • Total Fees (sum of all user value totals)

If you'd like to flip this backing sheet, or take a closer look, please contact Support.

Editions: PSA
Plans: Growth, Pro, Enterprise

Week 20, May 16-20:

22605 — Invoicing accuracy updates

We've made a number of improvements that will help to improve your control of invoicing accuracy. These include:

1. The ability to set a "Currency" for the invoice template (in the "Invoice, Credit & PO Templates" admin tool), which will help users to select the correct template

2. A "Currency Discrepancy" soft warning dialog when the user attempts to create an invoice using a template that uses a different currency

3. A "Tax Rate Discrepancy" soft warning dialog when the user attempts to create an invoice where the selected tax rate differs to the rate managed using "Set Default Tax Rates" on the company record

Editions: All
Plans: Growth, Pro, Enterprise

20565 — Architects & Engineers invoice schedule indicate invoice status

This is set to be a popular one! We've introduced color-coding to the Invoicing Schedule in A&E. This means you can now determine if the invoice value is scheduled, approved, invoiced, paid or part paid. The color-coding follows the same format as the Invoicing Calendar report

Editions: Architects & Engineers
Plans: Growth, Pro, Enterprise

26352 — Time off approval email fix

We fixed an issue for clients that a use a time off feature which prompts Project Managers to approve holiday requests if the user is booking time off during a period when they're resourced to one of their projects. The issue was that if the user booking time off was the Project Manager on a project, they'd receive the email to approve their own holiday, not their approver. This has now been rectified.

Editions: All
Plans: All

Week 16, Apr 18-22:

15857 — Report Builder Time off Data Fixes

There were 2 issues we solved as part of this fix: (1) Time off data has been tricky to use in Report Builder. In essence, some of the values are split when they should be added together, which impacts the calculations you're trying to build, and (2) Report Builder wouldn't show users in a Time Off report unless they had booked time off (as it looked for data, rather than an absence of it). These issues have now been resolved.

Editions: All
Plans: Pro, Enterprise

20520 — Architects & Engineers Story So Far Future Externals Calculation update

The A&E Story So Far includes the fees for won workstages. However, the future costs were included from all stages. We've updated the calculation to bring everything in line, meaning future costs are now only included for won stages.

Editions: Architects & Engineers 
Plans: Pro & Enterprise

22594 — Consolidated Invoicing - Crediting & Resetting using the Detailed approach on T&M projects

N.B. This update only applies to PSA clients using the "Consolidated Invoicing" feature.
When a consolidated invoice was created containing Time & Materials projects using the "Detailed" approach, and then credited, the parent invoice was credited but the associated invoices on the consolidated invoice were not credited back. This has now been resolved.

Editions: PSA
Plans:Growth, Pro, Enterprise

23416 — Consolidated Invoicing - T&M + FF projects - Detailed approach - Crediting

Time & Materials and Fixed Fee projects can be combined onto a consolidated invoice. However, they have different methods for being credited. To get this working in a slicker manner, we now credit Fixed Fee elements in the same way as T&M (but without the detailed information).

Editions: PSA
Plans: Growth, Pro, Enterprise

22993 — T&M - Disable delete icon on the timesheet row for locked timesheet entries

If a timesheet entry has been billed or written off it was locked in the timesheet so the user couldn't update the timesheet entry. However, the user could still delete the timesheet row and, therefore, delete the locked timesheet entry. To remedy this, we've disabled the delete icon on the timesheet rows containing locked timesheet entries.

Editions: PSA
Plans: Growth, Pro, Enterprise

23250 — Detailed T&M - Not allowing time to be moved once invoiced and credited

Timesheet entries which had been written off and then the timesheet had been deleted still showed the write off value in 2 places (1) the "Fees Written Off" field in the Invoicing Summary and WIP Panel, and (2) in Report Builder. Also, you could move timesheet entries to other projects and break the link between the timesheet record and the invoice + credit note. This has no been fixed.

Editions: PSA
Plans: Growth, Pro, Enterprise

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