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Tool tips have returned to the job list views XXXXXXXXXXX

NEW FEATURE /FIX

AREA OF WORKBOOK

DETAILS

Fix

Jobs Module

New

Price Quotes

Ability to restrict access to view cost and related calculations

Via access rights you can now control which access types can see the following items on the Price Quote:

  • Profit Margin

  • Gross Margin

  • Gross Profit

  • Net Margin

  • Net Profit

New

Collaboration

Auto Complete Handle
When using the @ symbol to add someone to a conversation it will now suggest the recipient instead of having to type out their handle in full

New

WorkBook App

iOS Push notifications now available for mobile devices

  • Fix - substitute employee gets error message and cannot approve creditor invoice

  • Fix - COA Changing Date produces incorrect balance

  • Fix - Jobs show wrong task

  • Fix webhooks - updating from WB 12.2 to 13.1 causes webhooks to stop working.

WATCH OUTS WHEN YOU UPGRADE

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AREA OF WORKBOOK

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DETAILS

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Job Cost Reportino

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When in Jobs > Costs > Summary > Summary with EAC by Month or Summary Incl. EAC - the sales values in the billed columns are inclusive of GST/VAT.

This means any comparisons to quoted or actual spend will not be accurate.

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Scheduling

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When you assign a Group Scheduling Resource that has no employee linked to it XXXXX

Area of WorkBook: Job Cost Reporting

Details: When in Jobs > Costs > Summary with EAC by Month or Summary Incl. EAC, the sales values in the billed columns are inclusive of GST/VAT.

This means by comparison to quoted or actual spend will not be accurate.

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The main WorkBook application can now send push notifications to iOS mobile devices such as iPhones and iPads.

Fix

Jobs Module

Tool Tips Missing

Tool tips were missing in job list views for columns like Price TO progress, Schedule Progress, Cost to Progress etc.

Fix

Scheduling

Job Shows Wrong Task

When changing your job selection in the Jobs List, and opening Tasks, WorkBook displayed tasks from the previously selected job, rather than tasks from the job selected.

Fix

Chart of Accounts

Changing Date Produces Incorrect Balances

When changing the date on the Chart of Accounts List tab while the Account Statement sub-grid was displayed, the values in the Balance Debit and Balance Credit columns either disappeared or displayed incorrect values.

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WATCH OUTS WHEN YOU UPGRADE

Area of WorkBook:

Job List Task Progress View (5)

Details:

Task Progress View is not displaying used hours

When in the Task Progress View and you select a column with a value, the sub-grid is not displaying the used hours when timesheets are registered to the task.

Impact:

At glance it looks like no time has been logged to the tasks

Image Added

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KNOWN ISSUES

AREA OF WORKBOOK

DETAILS

Finance & Administration

Creditor Invoices > Voucher search fields do not synchronizenot synchronise

When you search for a voucher (creditor invoice) using the voucher number field in the filter side bar, the voucher search above the tool bar is not updated to display the same search.

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COMPLETE RELEASE NOTES

You can access the complete R13.2 release notes from Deltek here.

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