2022 Release Notes

Dec. 26-30 Additional Enhancements  

Resource Management

• Improved error messaging for the Resource Shaping Tool to inform users when that workweek hours are required to use the distribute hours.

Project Management

• Fixed an issue that was preventing users from accessing the New Task Tracker.
• Updated the Set as Default option in Form Builder to make the checkbox inline with the label.
• Fixed a bug in the New Task Tracker where creating a subtask below an existing task temporarily placed the new task above the existing task instead of below it.
• Added informative text about Project Permissions and Additional Access to the Project Permissions and Project Permission Defaults pages.

Reporting

• Fixed an issue in the Insights Details side panel where tooltips did not appear when you hovered over the tooltip icon.

Account Settings

• Fixed an issue where users who had access to delete rate cards through the User access group set could not delete them unless they also had access to view groups through the Groups access group set.
• A more specific error message now appears when cloning a rate card and exceeding the 100-character limit for rate card titles.

Miscellaneous

• Updated the Submit Timesheets Reminder notification to ignore projects that don't require time approval.
• Fixed an issue with the Submit Timesheets Reminder notification where channel preferences were not being respected.

Dec. 19-23 Additional Enhancements  

Resource Management

• Fixed an issue that was preventing the Talent Network invitation email from being sent to the account owner of an existing Kantata account when a different account member's email was entered on the Invite an External Partner page.
• Fixed an intermittent issue that was causing the Resource Center page to display a blank screen.
• Improved the styling of the Day/Month/Week selector above the Resource Center timeline.
• Improved performance of Resource Center for faster load times when opening resource rows and project rows.

Project Management

• Fixed an issue where task checklist items were not clickable in certain supported browsers.
• Fixed an issue with Forms where read-only fields could be updated when a form is used as a project tab.
• Fixed some issues that were preventing users with the proper project permissions from tracking time, logging expenses, and creating project posts. If you are experiencing any issues with these permissions, please contact Support.

Time and Expense

• Fixed an issue that was causing a warning to appear when users with account permissions below Project Lead who had access to time entries were viewing submitted time entries in Timesheets.

Reporting

• The Insights Advanced Editor now opens in a new browser tab.

Account Settings

• Fixed an issue where changing the favicon in Custom Branding caused a 500 server error if the Collapsible Left Navigation was enabled in Early Access.
• The Save button in Settings > Time & Expense now uses custom branding.

Miscellaneous

• Fixed various styling issues caused by the new left navigation.
• Continued to update the default branding using Kantata logos and colors as well as fonts, padding, and icons.
• Fixed an issue where the content of an exported invoice was not centered.

Dec. 12-16 Additional Enhancements  

Resource Management

• Fixed an issue where users were unable to delete rate cards when using the Mozilla Firefox web browser.
• Fixed a styling issue in the Resource Center that was causing the Skills and Availability By Date quick filters to display incorrectly for when pinned in the toolbar.

Project Management

• Fixed an issue with the new Project Permissions page for users with Edit Financials or Edit Time and Expenses project permissions who were able to track time and expenses in a project without selecting the the Additional Access options of Track Time and Track Expenses.
• When viewing a project with guest access, you can now quickly join the project using a new banner link.
• If a parent task's name was changed while its subtasks were still loading, the task name would revert back to the original name after all subtasks finished loading in the New Task Tracker. 
• When hovering over the Expand/Collapse All button in the New Task Tracker, a pointer cursor now displays.
• Fixed a bug in the New Task Tracker where creating a task dependency with multiple predecessors changed how the Start and Due Dates were calculated.
• Fixed several bugs that were preventing users with the right permissions from seing the Start Project button in the Summary Bar.

Time and Expense

• Improved search performance on the Time Entries page to speed up search when there are a large number of time entries.
• You can now open the User Details side panel on the Timesheets page by clicking on a user's profile image.

Reporting

• Fixed an issue with Insights scheduled emails where after a user's primary email address is changed, Insights continues to use the user's previous email address for existing and new scheduled emails.
• The maximum number of Insights dashboards that can be created per account has been increased from 100 to 200.

Integrations

• Fixed an issue with the Google Drive Integration that was preventing file names from displaying in the Activity Feed.

Miscellaneous

• Fixed an issue where the date picker in the Time Off modal displayed the date as YYYY/MM/DD instead of MM/DD/YYYY when editing an existing time off entry.

Dec. 5-9 Additional Enhancements  

Resource Management

• Fixed an issue in the Resource Center that was preventing the Resource Request (“   ”) icon from displaying.
• Improved performance of loading Resource Center information.

Project Management

• Resolved an issue where the New Task Tracker was taking longer to respond when performing certain actions.
• Improved the loading time for currency fields in the New Task Tracker.
• Fixed an issue in the New Task Tracker where the date picker wouldn't close after selecting a Start or End date.
• Fixed a design issue in the New Task Tracker where the headers displayed unevenly.
• You can now delete templates that include skills.
• Project Financials users that have view-only access to a project can no longer change the project stage.

Time and Expense

• Improved user experience when entering and editing time entries via the modal within Timesheets by preventing it from closing when a user clicks outside of the modal without saving edits or additions. This will reduce frustration and ensure that no data is lost.
• Fixed an issue where users were getting a warning after viewing notes for a logged time entry in Timesheets.

Reporting

• Added a Project: Stage attribute to Insights that allows you to filter project information in reports based on the project stage.
• Added a User: Status attribute in Insights that allows you to filter out inactive users from reports.
• Added a Task: Top Level Title Aggregate attribute that allows you to group together top level tasks with the same name across projects in Insights reports.

API

• Fixed an issue with the External References API where entering WorkspaceResource for the subject_type filter parameter returned no results.
• The GET /workspace_resources endpoint can now be filtered by custom field values using the following query parameters:
  • by_custom_choice_value
  • by_custom_currency_value
  • by_custom_date_value
  • by_custom_number_value
  • by_custom_text_value

Integrations

• Fixed an issue where disabling email notifications account-wide in the Smart Upload Manager was not working.
• Fixed an issue where updating assignments for unnamed resources in the Smart Upload Manager was not working.

Miscellaneous

• Fixed an issue where, in a project with several activity feed posts, if trailing spaces were added to the end of the search term, the search results would often not be as useful as they should be.

Dec. 1-2 Additional Enhancements  

Project Management

• Fixed an issue in the new project permissions where it appeared you could downgrade an Account Administrator user below the Project Administrator permission level but the changes did not save because Account Administrators cannot be given a lower permission.
• Improved error messaging for fields in Groups when they are over the character limits.
• Fixed an issue in the New Task Tracker where custom field values couldn't be deleted.
• Fixed an issue where a deleted currency custom field value still displayed 0.00 when cleared within a Project, Task, User, or Group side panel.

Time and Expense

• Fixed an issue where time entry rates were not automatically updating when rate cards were turned off in certain situations.

• Fixed styling issues for the user profile icon in the main app bar.

Nov. 28-30 Additional Enhancements  

Project Management

• Fixed an issue where navigating to a project in the Estimate stage was defaulting to the Task Tracker tab.

Account Settings

• Fixed an issue where users couldn't download the sample CSV template for importing vendors under Settings > Time & Expense > Vendors.
• The wording for the Auto Archive Projects description and drop-down options on the General Settings page have been updated for clarity and consistency.

Integrations

• Added a Quick Access Menu in the M-Bridge platform—accessible from any page—that allows you to quickly navigate to the scenario list of any active integration on your account.
• The user scenario for the NetSuite integration no longer adds new mapping rows for users with an existing NetSuite user ID on that table. Duplicate mapping pairs that were already added are not affected by this change.

Miscellaneous

• Fixed an issue where signing in with Slack while setting up Slack notifications led to an error.

Nov. 21-25 Additional Enhancements  

Project Management

• Fixed an issue in the New Task Tracker where a dependency associated with a deleted task had an "undefined" label in the predecessor or successor column.
• Fixed an issue with the Currency field in Forms where you couldn't set Australian Dollar as the default value.
• Made various performance improvements in the New Task Tracker.

Nov. 14-18 Additional Enhancements  

Resource Management

• Added helpful text to the Other Assignees pop-up in the Resource Center that displays when no one else is assigned to a task.
• Start and due date brackets in the project row of the Resource Center no longer include dates from archived tasks.
• Fixed issues in the Resource Center and the Resourcing tab in a project that were causing incorrect numbers to appear for scheduled hours.
• Fixed an issue in the Resource Center where the resource type selection wasn't retained in Saved Views.

Project Management

• In the New Task Tracker, Euro currency values now display in the Actual Fees column in a format that is consistent with the rest of the application.
• Any dependency lag or lead created in the Gantt chart now displays in the Predecessor and Successor columns in the New Task Tracker (e.g. 1.1+3d or 1.1-3d).
• Made various performance improvements surrounding adding tasks and loading subtasks in the New Task Tracker.
• Made design improvements to the Configure Columns modal in the New Task Tracker.
• The Resource Estimated Hours column in the New Task Tracker now displays minutes and hours in the 00h00m format (e.g. 1h30m).

Reporting

• When a date is manually entered in the date range filter of the Time Tracking Analytics report and the date format is invalid, the input field will now indicate that the date is invalid and you will not be able to generate the report.

API

• Added an optional field classification to the GET /users endpoint.
• The POST /api/v1/cost_rates endpoint now supports creating multiple cost rates at once.
• When using the POST /api/v1/cost_rates endpoint, if a cost rate already exists for the specified currency and account membership provided in the request, the endpoint will now update the existing cost rate.

Integrations

• You can now search for mapping pairs on existing mapping tables in the M-Bridge platform using the search bar located to the right of the table title when editing. This allows you to quickly locate and update specific mapping pairs, which is especially useful with larger mapping tables.
• Mapping tables on the M-Bridge platform now paginate when there are more than 100 mapping pairs, which reduces load times and allows users to more efficiently navigate through the tables. These changes apply only to existing mappings; new, unsaved mapping tables will not have pagination.
• The HubSpot integration now supports accounts using an EU access token. Before updating our HubSpot service, clients with access tokens generated from EU servers were experiencing problems where the service did not function properly.

Miscellaneous

• Fixed an issue where users couldn't download the sample CSV templates in the Project Accounting and Foreign Exchange areas of the application.
• Improved the yellow status to a more accessible color (“   ”). Previously, this color looked more orange.
• The Archive and Unarchive icons throughout Kantata OX have been updated to a newer design.

Nov. 7-11 Additional Enhancements  

Resource Management

• Fixed an issue where archived projects were displaying in the Resource Center.
• The Assignees (“   ”) icon in the task row of the Resource Center allows you to view other assignees on a task.
• Updated the look of the task type icons in the Resource Center.
• You can now add tasks faster in the New Task Tracker when you have a large project.

Project Management

• Fixed an issue in the New Task Tracker where the WBS column would temporarily disappear when quickly adding multiple tasks.
• Made various design improvements in the New Task Tracker.
• Unlike in Early Access, the task rows in the Resource Center are now vertically aligned with the project rows in the Team Members tab. In the Projects tab, the resource row is now vertically aligned with the project row.
• Updated the new Project Permissions page to include View Time and Expenses and Edit Time and Expenses permissions.

Time and Expense

• Fix an issue where the Time Entry widget at the top of the screen would display the Rate as "0.00" instead of the correct rate from the applied Rate Card.

Reporting

• Added tooltips to the Project Details Analytics report to clarify how the Invoiced - Paid and Invoiced - Unpaid amounts are calculated.
• Fixed an issue in the Project Details Analytics report where the Total amount was incorrect.

Account Settings

• Updated the look of the Information icon in the Account Member Details side panel.

Integrations

• When you send a Kantata invoice to QuickBooks, the Kantata Invoice Title, Project Code, Purchase Order number, and any Notes are now included in the Message on Invoice field on the QuickBooks invoice (QuickBooks Integration required).
• When the QuickBooks Integration is enabled, the Default Expense Formatting and Default Time Formatting invoice settings (in Invoice > Settings) are respected when creating a QuickBooks invoice.
• If you select one of Grouped by formats in the Time Formatting section of a Kantata invoice, the average of the grouped item rates appears as the Rate on the QuickBooks invoice (QuickBooks Integration required).
• When the QuickBooks Integration is enabled, you are automatically taken to the QuickBooks Invoice page when you hover over Invoices and click Add New + from the left navigation or click the Create an Invoice button from the Payment tab in the Project Admin box.
• Fixed a design issue in the M-Bridge platform where text was cut off when hovering over additional fields within scenarios. You can now see the full text value when hovering, allowing you to easily distinguish field names and IDs.

Miscellaneous

• Fixed an issue where users couldn't download sample CSV templates in the Skills and Project Templates areas of the application.
• Fixed a design issue where the buttons weren't correctly aligned in modals.
• The Side Panel (“   ”) icon has a fresh new look.
• The Notification Settings page has been reorganized to make it easier to find the settings you want to update.

Nov. 1-4 Additional Enhancements  

Resource Management

• Fixed an issue where scheduled hours and estimated hours for resources were not reflecting the accurate number on the Resourcing tab when the resources and hours were added to the project via a template.
• Fixed an issue for Cross-Project Scheduling in the Resource Center where the actual hours on the task row were including all actual hours on the task instead of just the hours for that resource.

Project Management

• If a Saved View in the New Task Tracker for a specific project has columns you don't have the required project permission to view, a message appears stating that some columns will not appear.
• When creating or duplicating a task in the New Task Tracker, the WBS column now immediately updates to reflect the change.
• When trying to nest a task with a Milestone task type in the New Task Tracker, a message now appears explaining that Milestone tasks cannot be nested.

Account Settings

• Added a Return to Account Members link at the top of the External Project Participants page.

Miscellaneous

• Fixed a "Page Not Loading Correctly" issue caused by a misconfiguration in our deployment process.
• Fixed a reCAPTCHA issue where the message "Site owner error: Invalid domain for site key" appears during login.

Oct. 24-28 Additional Enhancements  

Project Management

• Fixed an issue where the Work Breakdown Structure (WBS) column would not update after deleting a task in the New Task Tracker.

Account Settings

• Fixed an issue where account members were using a Premier license seat when moved to a Collaborator (External) account permission. Like External Members, they now correctly consume a Collaborator license.

Miscellaneous

• If you enter a currency value that has excess decimal places ending in 5 in currency custom field columns and various line items in Kantata OX, the decimal now rounds away from zero (e.g. $12.345 turns into $12.35).
• Fixed an issue for Kantata OX email notifications where blank PDFs for invoices were being attached to the emails.

Oct. 17-21 Additional Enhancements  

Resource Management

• Improved the performance of the Resourcing tab in projects to decrease the page load times for projects with a large amount of resources.
• There is now a limit of 200 Saved Views allowed per account member for each tab in the Resource Center.
• Fixed an issue in the Talent Network where the Go to External Members link was not directing users to the External Members page.

Project Management

• Fixed an issue where the Status and Type column values couldn't be edited in the New Task Tracker while using the Safari web browser.
• There is now a limit of 50 Saved Views allowed per account member in the New Task Tracker.
• Reduced unnecessary white space in the project workspace's Activity tab for users who don't have permission to create posts.
• Improved the drag-and-drop functionality in the New Task Tracker.

Time and Expense

• When clicking Add an expense in the Time & Expenses tab of a project, the project name now autofills on the Expenses page.

Account Settings

• Changes made to cost rates will now appear in Recent History. You can see when cost rates are added or deleted for a member in the Account Member Details Side Panel. The changes will also appear in the Subscribed Events API as cost_rate:created, cost_rate:updated, and cost_rate:deleted events.

Miscellaneous

• Fixed an issue where clicking a link in an email notification opens app.mavenlink.com instead of your site's custom domain.

Oct. 10-14 Additional Enhancements  

Project Management

• Fixed an issue in the New Task Tracker where quickly dragging and dropping a task row would indent or outdent the task. Now a task row will only indent/outdent when dragging and dropping if you move your cursor to the left or right.
• When dragging and dropping a task row in the New Task Tracker, the row color turns gray to better indicate the new position of the task row in the Task Tracker table.
• Fixed an issue in the New Task Tracker where the WBS number was not displaying when nesting multiple subtasks.
• Updated wording of columns on the new Project Permissions page for clarity.
• Fixed an issue where you couldn't remove custom field values when updating a project via an editable project tab.
• Made minor style adjustments to the Project Admin box and Upcoming Tasks section in the project Activity Feed.
• Made minor style adjustments to the Choice Custom Field columns in the New Task Tracker.

Account Settings

• In Recent History and Project History, you can now see the associated data for events in the details side panel, such as the associated user name, task name, and project name.

API

• API rate limit information is now available in the Knowledge Base. Please see the Kantata OX API Rate Limits article.

Oct. 3-7 Additional Enhancements  

Resource Management

• In the Resource Center Filters modal, selected items in applied filters now appear at the top of the middle pane and in the Quick Filters.
• When selecting filter options in the Resource Center, you now appear at the top of the list, when applicable. For example, in the Team Members, Provider Leads, or Managers filters.

Project Management

• Fixed an issue where you couldn't set project custom fields while creating a project via a Form if you selected someone else as the provider team lead.
• When you create a project via a Form and select someone else as the provider team lead, you will now be set as a Project Administrator.
• In the New Task Tracker and Task Details side panel, the text in the deleting and archiving tasks confirmation modals has been updated for clarity.

Reporting

• Insights dashboard pages now fit to the height of your browser and scrolling occurs within the dashboard container only.

Integrations

• The Smart Upload Manager homepage has a new look and feel. This new design includes a sortable table that shows your account-wide list of blueprints and relevant data.

Sep. 26-30 Additional Enhancements  

Resource Management

• Deactivated users no longer appear in the Resourcing tab of a project when the Show All Team Members checkbox is selected.
• Made some styling updates to the Filters modal in the Resource Center.
• Removed the Resource Type options from the Resources filter in the Resource Center Filters modal.

Project Management

• Fixed an issue during project creation where dates in the Resource Plan table would sometimes revert to the wrong date for users in certain timezones.
• Project History will now show events for when a time entry is added to a timesheet and when an expense is added to an expense report.
• Fixed a display issue in the New Task Tracker caused by selecting a parent task and its subtask.
• Improved the drag-and-drop experience in the New Task Tracker.

Reporting

• Fixed an issue with the Time Approvals Analytics report where users who have logged over 168 hours in a week didn't appear in the report.

Account Settings

• Changes made to Organizations will now appear in Recent History. You can see when organizations are changed in Settings or when they are applied to, updated, or removed from users, projects, project resources, estimate scenario resources, and custom field sets. The changes will also appear in the Subscribed Events API as the following events:
  • organization:created
  • organization:updated
  • organization:deleted
  • organization_membership:created
  • organization_membership:updated
  • organization_membership:deleted

API

• Fixed an issue with the PUT /workspaces/{id} API endpoint where including a project's primary group in the workspace_group_ids parameter would remove the project's primary group if you did not provide a value for the primary_workspace_group_id parameter.
• Deactivated users can no longer be assigned to line items when using the POST api/v1/time_entries and POST api/v1/expenses endpoints in the API.
• Account Administrators can now see when a user was last active on the site via the API. You can request the optional field last_site_activity when making calls to the Users API.

Integrations

• Added the Timesheet Auto-Submitter scenario to the M-Bridge platform that takes newly created or updated time entries in Kantata OX and creates time submissions for them programatically. It can also auto-approve those time entries. If you are interested in this scenario, please contact your Customer Success Manager.
• On the M-Bridge platform, all mapping table names on the same integration mapping table set must now be unique. This is case insensitive.

Miscellaneous

• You can now filter in-app notifications by project in the Notifications page.
• When an invitee clicks on an expired Kantata OX project invitation, an error message on the Login page now appears explaining that the invitation has expired.

Sep. 19-23 Additional Enhancements  

Resource Management

• Fixed issue where the resource row in the Resourcing tab of a project would sometimes not expand when clicked.

Project Management

• Fixed some styling and sorting issues in the New Task Tracker.
• Fixed an issue on the Project List where Team Lead could be assigned to a member who was not in the same organization as the project.
• Tasks in the New Task Tracker are now sorted by Work Breakdown Structure (WBS) by default.
• Fixed refreshing issue in the New Task Tracker where the WBS sort order was incorrect.
• When you Expand All tasks and then collapse a task hierarchy in the New Task Tracker, the option to Expand All tasks becomes available again.
• The Legacy tag now displays next to the legacy Task Tracker tab in a project workspace. Previously, it was only visible when both Task Trackers were enabled.
• When you manually expand all task hierarchies in the New Task Tracker, the Collapse All arrow appears at the top of the Task Tracker table.

Reporting

• When displaying the Date (Shared Created) attribute for allocations in an Insights report, the date will now match the allocation's creation date displayed within Resource Center.
• The Account Default Workweek is now available for use in Insights. You can use the new fact Default Workday Time In Minutes to create custom metrics and calculate full-time equivalent hours.

Account Settings

• Changes made to the Account Default Workweek in Settings > Schedule and to user Custom Workweeks in the Account Member Details Side Panel > Schedule section will now appear in Recent History. The changes will also appear in the Subscribed Events API as the following events:
  • workweek:created
  • workweek:updated
  • workweek:deleted
  • workweek_membership:created
  • workweek_membership:updated
  • workweek_membership:deleted

Integrations

• Added a new Scheduled Hours to Allocations scenario to the M-Bridge platform that allows hard allocations to be created based on scheduled hours for task assignees.
• The timeout duration for the NetSuite integration now matches NetSuite's server timeout duration.

Sep. 12-16 Additional Enhancements  

Resource Management

• Deactivated users no longer appear in the Resourcing tab of a project.
• In the Resourcing tab of a project, you can now select a Show All Team Members checkbox to display all named and unnamed resources on the project. When unselected, only named and unnamed resources with task assignments or project allocations will appear.
• Fixed an issue that was preventing the Resourcing tab from loading.

Project Management

• All custom field values are now indexed for search when creating a project with custom field values via the project creation form.
• The banner on the legacy Task Tracker page now displays the new February 2023 sunsetting date.
• Improved the speed of page loads to accommodate larger projects in the New Task Tracker.
• Fixed an issue where the Configure Columns drop-down wasn't appearing in the New Task Tracker.
• When attempting to nest a weighted milestone in the New Task Tracker, the text of the resulting error message has been updated for clarity.

Reporting

• When you update your name in Kantata OX, the Insights Advanced Editor will now display the updated name as well.

Integrations

• The Jira integration now supports approved worklogs from the Tempo Time app for the Project and Issue scenarios.
• Time entries that sync from Jira will now be created with external references containing the Jira worklog ID.
• With the Jira integration, there is now a configurable setting for the Jira Project and Jira RapidBoard scenarios that allows you to determine time billability via time entry notes. If the time entry note text matches the specific string of text that you enter, then the billability of that time entry will be inverted.

Sep. 5-9 Additional Enhancements  

Project Management

• The Cascade Changes checkbox selection will now persist when you leave the New Task Tracker page.
• Report Viewers can now search for projects for which they participate in the Project List using custom field values, even projects that are Open to Admin Only.
• Improved the performance of the drag-and-drop functionality in the New Task Tracker.
• The formatting issue in the Project List for JPY and CNY currencies has been fixed.

Talent Network

• Fixed an issue with External Members in free accounts defaulting to View Only Collaborator account permissions that could not be updated, which prevented them from tracking time. When inviting an External Member to join your Talent Network, they now default to Collaborator (External) and you can adjust their account permissions.

Account Settings

• Fixed an issue in Recent History where Account Administrators received a permissions error when trying to view event details for a project that they are not participating in.

API

• The Insights Access Group Memberships API is now generally available.

Integrations

• The Scenario page within each integration on the M-Bridge platform now supports sorting based on clickable column headers and this sorting is retained when searching on the page.
• When creating a service in the M-Bridge platform, the Global for Account checkbox now defaults to true instead of false.

Miscellaneous

• Adjusted the opacity of our modal overlay to allow background information to be more visible in various areas of Kantata OX. For example, you can now see New Task Tracker in the background when you are bulk updating assignees.

Sep. 1-2 Additional Enhancements  

Resource Management

• In the Resource Center, Start and Due Date brackets now appear in the project row of the Team Members tab and the resource row of the Projects tab to indicate the earliest start date and latest due date of a resource's assigned tasks in the project.
• All project participants now appear in the Resourcing tab of a project. Previously, only named and unnamed resources with task assignments or project allocations would appear.
• With Cross-Project Scheduling enabled, you can now hover over the Start and Due Date brackets on a task row to see a task's Start Date and Due Date.

Project Management

• Fixed an issue that was preventing some users with guest access from loading the New Task Tracker.
• For project Forms, when a field has a default value and a rule based on the default value, the rule will now run when you deselect then reselect the default value while filling out the form.

Time and Expense

• Fixed an issue where exported time entries associated the wrong role (if any) with a user after entering new time entries in a project's Time & Expense tab.

Aug. 29-31 Additional Enhancements  

Resource Management

• Fixed an issue in the Resource Center where the resources under each unnamed resource role were not loading after applying filters.

Project Management

• Improved performance of the Project List when viewing many projects and custom fields at once.
• Fixed various bugs in the New Task Tracker.
• In a form that is used as a project tab, the Task Default and Task Billing Mode fields will now show the project's current values.
• When you select a currency in a project form, the Budget field will now display the correct currency symbol.
• Users with Project Lead account permission and above will now appear as options in the Approvers drop-down field in project Forms.

Time and Expense

• Fixed an issue where if you had a time entry with a value after a decimal point on the Timesheets page, everything after the decimal point would be ignored and reverted to 00.
• Fixed an issue that caused missing Line.amount or Line.HourRate client errors when syncing expenses to QuickBooks Online.

Integrations

• To prevent sync failures with the Mavenlink Invoices to Intacct Sales Documents scenario using the M-Bridge platform, the current date is now submitted by default for the exchratedate parameter when syncing a future-dated Mavenlink invoice on the Entity level to Intacct.

Miscellaneous

• Improved search functionality for auto-complete drop-down fields.

Aug. 15-19 Additional Enhancements  

Project Management

• In the Project List, currency columns are now properly formatted without cents for EUR currency.
• You can now hover over single-choice custom field options with longer text in the New Task Tracker to show the full text.
• You can now filter Project History by user and see the activities of specific users.
• The error message when creating a saved view with a duplicate name has been updated for clarity in the New Task Tracker.
• Project Administrators are no longer able to Transfer Ownership of a project to another Kantata OX account, as this functionality is no longer supported.
• Changes to the following project settings will now trigger workspace:updated events in the Subscribed Events API and will appear in Recent History and Project History as project updated events:
  • Task billing mode
  • Expenses must be approved before invoicing
  • Time entries must be approved before invoicing
  • Who can see communications
  • Task Default
  • Include archived tasks in percentage complete
• Fixed an issue in the New Task Tracker where tooltip text remained visible after moving the cursor away from the icon.
• Fixed an issue in the New Task Tracker where clearing filters in the Filters modal led to an error message.

Account Settings

• Updated the default order of columns in Recent History and Project History to make it easier to navigate through the details of different events.

Time and Expense

• When creating time entries, currencies that have decimals as the thousands separator (BRL or EUR, for example) are now properly formatted.

Miscellaneous

• You can now delete in-app notifications in the Notifications page.

Aug. 8-12 Additional Enhancements  

Resource Management

• When Cross-Project Scheduling is enabled for the Resource Center, there are now brackets on the task row of the timeline that indicate the Start Date and Due Date of a task.

Project Management

• The Configure Columns modal in the New Task Tracker now has a handlebar icon that appears when reordering columns.
• The Save button in the Configure Columns modal in the New Task Tracker now says Apply.
• The New Task Tracker error messages for deleting or changing the task type for weighted milestone tasks have been updated for clarity.
• In the New Task Tracker, the WBS column now displays in the table by default.
• The Record Type filter in Project History has been updated to display only project-related record types.
• Fixed various bugs in the New Task Tracker.

Account Settings

• You can now filter Recent History by user and see the activities of specific users.

API

• The Access Group Memberships API is now generally available.

Integrations

• Mapping table navigation behavior improvements on the M-Bridge platform. Re-emitting events now retain the filters on that page.

Miscellaneous

• The Time and Expense notification setting has been separated into 6 individual settings, providing more granular control over time and expense related notifications.
• Updated QuickBooks user interface elements in Kantata OX to align with new Intuit branding standards.

Aug. 1-5 Additional Enhancements  

Resource Management

• The Delete All Allocations bulk action in the Resource Center has been replaced with Clear Allocations, which allows you to clear all of a resource’s allocated hours from a project or clear only hours that are before, after, or between specific dates.
• The hours in the Team Member and Projects list of the Resource Center have a new look and feel. Along with the updated styling, the numbers are now rounded to the nearest hour (with minutes being excluded) and hours over 1,000 are converted to decimals. For example, 1500h now appears as 1.5k.
• When Cross-Project Scheduling is enabled for the Resource Center, a resource's estimated, scheduled, and actual hours in the task row next to each task.

Project Management

• In the New Task Tracker, the wording for the bulk deleting or archiving tasks messaging has been updated for clarity.

Talent Network

• External Members in your account via the Talent Network now appear in the External subsection of the Team tab of the Project Admin Box.

Reporting

• The Resource: Name Insights attribute has been renamed to Resource: Title to better reflect the values it displays.
• You can now create Insights reports containing both named and unnamed resources using the new Resource: Name Aggregate attribute.

Integrations

• Improved performance of the M-Bridge platform to prevent events from being stuck in a processing state.

Miscellaneous

• You will now receive in-app notifications for project posts containing attachments and no text.