Here, you'll find a summary of all the great new features, enhancements, improvements, and fixes that our Product Development team continuously brings to Kantata.
2022
December
Highlights
Changed
New Project Permissions Are Here!
Project Management
Released on December 13, 2022
Providing you with more granular permissions and better project access control, the new permissions are now generally available! All projects now have the new design and functionality, as does the Project Permissions Defaults page in the account settings.
For more information on these new permissions, please visit the Project Permissions article in the Knowledge Base.
Account Settings / Miscellaneous
Released on December 13, 2022
Enable the new collapsible left navigation on the Early Access page to get more space to focus on your work. Additionally, you'll see updates to the default branding using Kantata logos and colors, as well as fonts, padding, and icons.
For more information, see the Left Navigation article in the Knowledge Base.
Added
Account Settings for Project Statuses
Account Settings / Project Management
Released on December 13, 2022
To allow for more control over project statuses, Account Administrators can now remove statuses to prevent unwanted statuses from being used, as well as determine which status should be applied to projects when they are created.
For more information on the new Project Statuses settings, please visit the General Settings article in the Knowledge Base.
Added
Summary Bar in New Task Tracker
Project Management / Task Tracker
Released on December 13, 2022
To give more clarity around estimated data within a project, there's now a Summary Bar that shows totals for estimated information based on resource estimated hours. When a project is in the Estimate stage, Edit Financials users can also move it to the Project stage with the click of a button.
For more information on the Summary Bar, please visit the New Task Tracker article in the Knowledge Base.
Editable Dependencies in the New Task Tracker
Project Management / Task Tracker
Released on December 13, 2022
You can now create and edit task dependencies directly in the New Task Tracker. This feature allows you to define relationships between tasks and clearly visualize the order in which they must be completed to finish a project.
To learn more, please see the New Task Tracker article in the Knowledge Base.
Changed
API
Released on December 13, 2022
The new Kantata OX API documentation site features layout customization options, improved navigation functionality, faster load times, and more.
For more information, see the Kantata API Overview article in the Knowledge Base.
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 thesubject_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.
November
Highlights
Added
Resource Management / Resource Center
Released on November 8, 2022
Cross-Project Scheduling is now generally available! Along with the ability to easily create, manage, and reassign scheduled hours from within the Resource Center, you can also:
- See task information, including type, status, and assignees
- Quickly access Task Tracker via the linked task name
- Use new task filters to see only the tasks you want to see
To learn more about Cross-Project Scheduling, see the Managing Scheduled Hours in the Resource Center article in the Knowledge Base.
Added
Scheduled Hours Permissions in Access Groups
Account Settings / Resource Management / Resource Center
Released on November 8, 2022
To improve the Cross-Project Scheduling experience, you can now give users access to manage scheduled hours in the Resource Center—via the Resource Management access group set—regardless of their individual project permissions.
To learn more about access groups, see the Access Group Set: Resource Management article in the Knowledge Base.
Added
Project Management
Released on November 8, 2022
To make it easier to estimate work effort within a project, you can now choose to create a project in the Estimate stage or switch the stage of your project at any time.
To learn more about project stages, see the Project Stages Overview article in the Knowledge Base.
Added
New Resource Estimated Hours Column
Project Management / Task Tracker
Released on November 8, 2022
It's now faster and easier to enter resource estimated hours for your assignees with the new Resource Estimated Hours column. Available both in the Estimates stage and Project stage, you can configure your columns at any time and make it a Saved View for easy access.
To learn more about this new column, see the New Task Tracker article in the Knowledge Base.
Added
Add Unnamed Resources to a Project from New Task Tracker
Project Management / Task Tracker
Released on November 8, 2022
To save you time and help you maintain context, you can now add unnamed resources to a project without having to leave the New Task Tracker page.
To learn more about adding unnamed resources from New Task Tracker, see the Add an Unnamed Resource from the Project Workspace article in the Knowledge Base.
Added
Notifications
Released on November 8, 2022
After creating a view in the New Task Tracker, you can set it as a Shared View so it can be shared and accessed by other account members. This keeps your team members on the same track as they’re viewing and managing tasks in different projects.
For more information, see the New Task Tracker Shared Views article in the Knowledge Base.
Added
Notifications
Released on November 8, 2022
Stay up to date with the latest developments in your projects with project update notifications. You can now receive notifications when the status, start and due date, or budget changes in projects. You can receive our new project update notifications in your preferred channel—in-app, Slack, or email.
For more information, see the Notification Settings article in the Knowledge Base.
Added
Miscellaneous
Released on November 8, 2022
In-app help is now available throughout Kantata OX. You can now search for and access Knowledge Base articles, in-app announcements, and videos by accessing in-app help in the bottom-right corner of any page.
For more information, see the In-app Help article in the Knowledge Base.
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.
October
Highlights
Added
Notifications
Released on October 13, 2022
Time tracking and submission notifications are now available to help you stay on top of your time tracking! You can now get weekly reminders when you or your direct reports need to track time or submit timesheets. Time approvers can also get reminders to approve pending timesheets. You can receive our new time tracking notifications in your preferred channel—in-app, Slack, or email.
For more information, see the Notification Settings article in the Knowledge Base.
Resource Management / Resource Center
Released on October 11, 2022
Saving you time and clicks, Cross-Project Scheduling now allows you to reassign scheduled hours in a specific timeframe to another named or unnamed resource without ever having to leave the Resource Center.
For more information on Cross-Project Scheduling, see the Cross-Project Scheduling [Early Access] article in the Knowledge Base.
Changed
Improved Design of the Project Workspace Header
Project Management
Released on October 11, 2022
The first in many enhancements that will unlock the ability to estimate within a project, the project workspace header has been redesigned. The reduced height of the project workspace header provides more space for other important items on the screen. Additionally, the Status drop-down, Actions drop-down, and Project Pulse side panel icon are conveniently located to the right of the project name.
For more information on the project workspace header, see the Project Workspace Overview article in the Knowledge Base.
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
, andcost_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.
September
Highlights
Distribute Scheduled Hours in the Resource Center
Resource Management / Resource Center
Released on September 20, 2022
To simplify the process of adding scheduled hours in the Resource Center—with Cross-Project Scheduling enabled—you can now distribute scheduled hours in the task row based on the resource estimated hours on the task.
For more information on distributing scheduled hours from the Resource Center, see the Cross-Project Scheduling article in the Knowledge Base.
Added
Milestone Weighting in the New Task Tracker
Project Management / Task Tracker
Released on September 7, 2022
Milestone weighting is now available in the New Task Tracker. With this feature, you can assign weighting percentages to Milestone tasks to get better insight on your entire billing cycle completion and know what percentage of the budget it's time to invoice for.
For more information, please see the Milestone Weighting article in the Knowledge Base.
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 theworkspace_group_ids
parameter would remove the project's primary group if you did not provide a value for theprimary_workspace_group_id
parameter. - Deactivated users can no longer be assigned to line items when using the
POST api/v1/time_entries
andPOST 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 offalse
.
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.
August
Highlights
Added
Editable Task Custom Fields in the New Task Tracker
Project Management / Task Tracker
Released on August 11, 2022
Editable Custom Field columns are now available in the New Task Tracker. With this feature, you can:
- Obtain better visibility of custom fields for all your tasks.
- Quickly edit custom fields for all tasks.
- Add custom field columns to a saved view.
For more information, please see the New Task Tracker article in the Knowledge Base.
Added
Recent History and Project History
Account Settings / Project Management
Released on August 3, 2022 (Early Access) and August 10, 2022 (General Release)
To give you more visibility into your projects and account, we’ve added new features that allow administrators to review activity from the last 7 days:
- Account Administrators can now view changes made across all projects and the account in Recent History within Settings.
- Project Administrators can now view changes made in specific projects in Project History, accessible via the project Settings menu.
Recent History and Project History provide detailed information about what changed, who changed it, and when—helping you maintain data integrity and ensure team members follow your organization’s processes.
For more information, see the Recent History and Project History articles in the Knowledge Base.
Beta
New Project Permissions Update
Project Management
Released on August 2, 2022
To make it easier to expand your project's team, you can now add a project participant to the Provider-side of a project directly on the new Project Permissions page.
To learn more about the new Project Permissions, please visit the New Project Permissions article in the Knowledge Base.
Added
Resource Center Contextual Help
Resource Management / Resource Center
Released on August 1, 2022
To make it easier to find relevant help resources and other materials for the Resource Center, you can now search for and access Knowledge Base articles, in-app announcements, and videos in the bottom-right corner of the Resource Center page. Clicking Read More at the bottom of an article will open the article in the Knowledge Base.
To use the contextual help widget, visit the Resource Center page in Kantata OX.
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
orLine.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 theexchratedate
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. 22-26 Additional Enhancements
Project Management
- Fixed an issue in the New Task Tracker where currency custom field values were formatted incorrectly.
- Fixed an issue where users were unable to update project approvers without having the Group > Select Groups Access Group selected.
- Made numerous performance and stability improvements in the New Task Tracker.
- In the New Task Tracker, the Billable Hours field is now formatted in hours and minutes (e.g. 3h20m) instead of with a decimal (e.g. 3.333h).
- To better reflect which type of estimated hours are displaying in the New Task Tracker, the column Est Hours is now the Task Est. Hours column.
Reporting
- When you clone an Insights dashboard, the new dashboard name is now prefixed with "Clone:". Previously, "Clone" was added to the end of the name.
Account Settings
- Fixed an issue where the Import button in the Account Members page was unresponsive when selected.
Integrations
- The M-Bridge platform was unified under a single provider to improve stability. As a result of this change, the IP addresses used for some Kantata integrations have changed. If you've previously integrated with FTP/SFTP or Jira On-Premise servers, you may need to update your list of whitelisted IP addresses.
- Added support to the Hubspot integration for an OAuth 2.0 connection via Private App.
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 as1.5k
. - 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.
July
Highlights
Changed
Miscellaneous
Released on July 29, 2022
The Knowledge Base now aligns with our latest branding, boasting updated colors and the Kantata OX name.
For more information on our new branding, please visit the Touring Kantata’s New Website article in the Kantata Blog.
Changed
Template Creation Enhancements
Project Management / Templates
Released on July 20, 2022
To make it easier and faster to create a template from a project, the following project information now appears alongside tasks and project start and end dates:
- Resource roles on the project
- Resource role task assignments
- Resources’ estimated hours
- Skills associated to resources (editable in a new side panel)
To learn more about creating a template from a project, see Create a Template from a Project.
Added
Collaborator (External) Default Access Group and Account Permission
Account Settings / Talent Network
Released on July 20, 2022
To allow you to more easily give different access and permissions to internal and external users, we are introducing a new default access group and new account permission for the Talent Network. All new External Members that are active and can log in to your account will be automatically added to the Collaborator (External) default access group.
For more information on External Members, see the Talent Network Overview in the Knowledge Base.
Changed
Notifications
Released on July 12, 2022
In-app notifications have officially released! In-app notifications help you stay on top of projects and address issues proactively. You can view, filter, and respond to project post, task, and time and expense submission notifications all within Mavenlink.
For more information, see the Notifications article in the Knowledge Base.
Changed
Notifications
Released on July 12, 2022
Slack notifications have officially released! Slack notifications help you stay on top of projects and address issues proactively. You can receive notifications for project post, task, and time and expense submission in your Slack workspace.
For more information, see the Setting Up Slack Notifications article in the Knowledge Base.
Cross-Project Scheduling in the Resource Center
Resource Management / Resource Center
Released on July 6, 2022
To give you more visibility when creating scheduled hours for resources, Cross-Project Scheduling can now be enabled via the Early Access page. Cross-Project Scheduling allows you to:
- View team members’ scheduled hours and task assignments across different projects
- Add and edit scheduled hours in the Resource Center
For more information on the Resource Center, see Cross-Project Scheduling [Early Access] in the Knowledge Base.
Changed
Resource Management Name Changes
Resource Management / Resource Center / Project Resourcing
Released on July 6, 2022
To better reflect the range of current and upcoming functionality, we've renamed several resource management areas in the app. These changes include:
- Resourcing in the left navigation—Formerly “Planning”, this section contains resource management functionality, such as the Resource Center.
- Resource Center—Formerly “Master Planning”, this is a central location where you can manage resources’ hours and assignments across different projects.
- Resourcing in the project workspace—Formerly “Resource Planner”, this is where you manage your resourcing needs within a single project.
For more information on the Resource Center, see Resource Center Overview in the Knowledge Base.
Additional Enhancements
Resource Management
- When Cross-Project Scheduling is enabled, you can now delete a resource's scheduled hours from the Resource Center.
- Improved performance of Team Builder when running Resource Recommendations for more than 100 unnamed resources.
- Fixed a bug in the Resource Center where trying to remove a team member from a project with multiple roles would cause a server error if their first role was set to 'null'.
- Users that can schedule their own hours are now able to distribute their hours using the Resource Shaping tool in the Resourcing tab of a project.
- For a smoother user experience with Cross-Project Scheduling—available via the Early Access page—we fixed several visual issues related to scheduled hours bars in the Resource Center.
Project Management
- You can now move a user to the Provider or Client side of a project on the new Project Permissions page.
- You can now filter by project participant name on the new Project Permissions page.
- The More drop-down options on the new Project Permissions page are now aligned on the left.
- The Actual Fees and Billable Hours columns in the New Task Tracker are now wider to better accommodate large currency values.
- The text for the More drop-down options on the new Project Permissions page have been updated.
- If you convert the Cost Budget in a foreign currency that uses a comma as the decimal separator and a period for the thousands separator, the currency will now be properly formatted.
- Fixed a Chrome browser issue where the tool tip displayed when hovering over the Schedule Hours info icon in the New Task Tracker > Apply Template modal disappears after only 2 seconds.
- When creating a new project template or re-saving an existing project template, all tasks are now correctly marked as non-billable if the template is not set as Budgeted.
- Fixed an issue where the New Task Tracker wasn't displaying the correct project currency in the Invoiced column.
- Fixed an issue in the New Task Tracker where changing a subtask's title resulted in the task title below it changing as well.
- The Invoiced column in the New Task Tracker now has an increased width and a tooltip to accommodate longer values.
- When you archive a task in the New Task Tracker, a message appears informing you that all dependencies associated with that task will be deleted.
- Fixed an issue where a recently unarchived task didn't have a WBS number in the New Task Tracker.
Time and Expense
- Fixed an issue where managers who approve time can now send private message to users without needing the ability to invite members to the project.
API
- The date format of several date properties within custom field value Subscribed Events have been changed to the ISO 8601 standard. For more information, see the Recommended Actions for API Changes article.
- The
most_recent
filter for the Subscribed Events API is now generally available. You can use this filter to get the most recent event for each subject. - The
most_recent_by_event_type
filter for the Subscribed Events API is now generally available. You can use this filter to get the most recent event of each event type for each subject. - When fetching subscribed events via the API, you can now also fetch the associated objects by sending
subject
in theinclude
parameter. For example,GET /subscribed_events?include=subject
. The associated objects will be returned in an array similar in format to when you fetch the objects from their own endpoint. - Subscribed Events are no longer generated when tasks are moved in Task Tracker.
- The
GET /api/v1/event_types
API endpoint now returns the event types schema in the response, accessible using thesubscribed_event_type_schemas
key. The event types schema is metadata that shows the structure of all events and includes documentation about the events and fields.
Integrations
- Improved notification when the integration between Mavenlink and QuickBooks Online is disconnected, including instructions on how to reconnect—with links to related documentation and support.
- Improved memory usage and increased stability of the Smart Upload Manager.
- Added support in the M-Bridge Integration Platform for importing and replacing mapping sets via a CSV file.
- Improved performance of the Smart Upload Manager.
- The
Projects | NetSuite to Mavenlink | NetSuite Job to Mavenlink Project
scenario now supports scientific notation on theproject_price
field when syncing budget to Kantata OX. - The following data sets have been added to the Smart Upload Manager:
- Holidays
- Holiday Calendars
- Holiday Calendar Associations
- Holiday Calendar Memberships
- Scenarios in the M-Bridge Integration Platform with undefined default schedules now default to the 5-minute schedule.
Miscellaneous
- When a choice value is deleted from a User Set custom field on the Settings > Custom Fields page, the custom field choice still displays in the field, but users can no longer select this choice again.
June
Highlights
Changed
More Frequent Insights Refreshes
Reporting / Insights
Released on June 22, 2022
Insights dashboards now refresh every half hour instead of every hour. The more frequent refresh rate makes it easier to stay on top of activity and changes throughout the day and make data-informed decisions. You can click on the timestamp at the top of a dashboard to see when a dashboard was last updated, when it will next refresh, and a history of recent refreshes.
For more information, please visit the Insights Overview article in the Knowledge Base.
Changed
Updates to the Team tab in the Project Admin Box
Project Management / Resource Management
Released on June 17, 2022
For more flexibility with adding unnamed resources to a project, you can now view and add unnamed resources from the Team tab of the Project Admin box.
The improved Team tab has:
- A new Participants heading that contains the Project Permissions button
- Unnamed resources listed in the Providers section with access to the Resource side panel
- A Master Planning link, with the view filtered to display only your project’s team members
- An Add Unnamed Resources button, where you can add resource demand before filling the role
Previously, you could only add unnamed resources to a project from the Rates & Roles page of a project or from the Projects tab in Master Planning.
For more information on the Team tab, please visit the Project Admin Box: Team Tab article in the Knowledge Base.
Added
Adding Unnamed Resources during Project Creation
Project Management / Resource Management
Released on June 17, 2022
To simplify the process of adding unnamed resources to a project, there is a new Resource Plan section on the Create a Project page that allows you to add unnamed resources during project creation and enter the following details for them:
- Resource Label
- Start and End Dates
- Days on the project
- Allocation percentage
- Hours
For more information on the Resource Plan section, please visit the Create a New Project article in the Knowledge Base.
Early Access
Notifications
Released on June 7, 2022
Now in Early Access, in-app notifications help you stay on top of projects and address issues proactively. You can view, filter, and respond to project post, task, and time and expense submission notifications all within Mavenlink.
For more information, see the Notifications article in the Knowledge Base.
Early Access
Notifications
Released on June 7, 2022
Now in Early Access, Slack notifications help you stay on top of projects and address issues proactively. You can receive notifications for project post, task, and time and expense submission in your Slack workspace.
For more information, see the Setting Up Slack Notifications article in the Knowledge Base.
Changed
Project Management / Forms
Released on June 7, 2022
Forms are now available for all accounts! You can tailor project creation Forms to your specific teams or departments to support your organization's processes. With features such as required fields and field rules, you can ensure essential information is always submitted during project intake. You can also add forms as tabs in projects—making it easy and intuitive for users to update projects as they progress.
For more information, please visit the Forms article in the Knowledge Base.
Beta
New Project Permissions Functionality
Project Management
Released on June 2, 2022
Be one of the first to experience our new Project Permissions functionality! The new Project Permissions page provides a more intuitive interface and better project access control for account administrators, and can be activated on a project-by-project basis.
To learn how to activate the new Project Permissions, please visit the New Project Permissions article in the Knowledge Base.
Additional Enhancements
Resource Management
- When the availability percentage for Resource Recommendations and Team Builder is calculated by scheduled hours, any scheduled hours on past days for an unnamed resource are no longer included in the availability capacity.
- When aligning scheduled hours in the Resource side panel, deleted hours are no longer considered in the shifted days.
- User Set text custom fields are now included in Resource Recommendations. You can set the Criteria and Weight Matching for them under Settings > Resource Management or adjust the settings as needed within Team Builder.
Project Management
- The correct currency symbols now display on the Project Lists page.
- Revised the text in the Project Invitation email and added a Join the Project button.
- In the Configure Columns modal in the New Task Tracker, there is now a text descriptor next to the Select All checkbox.
- The Fixed Fee and Billable columns are now available to configure in the New Task Tracker.
- You can now access the User Details side panel on the new Project Permissions page when you click the team member's name and profile picture.
- In the Project List, when you use the Created Date filter and supply only a from date or only a to date, the list will now filter correctly.
- The messaging for all bulk action confirmation modals in the New Task Tracker has been updated to clarify that you cannot undo a bulk action.
- When you create a project using a Form, your time zone will no longer impact the selected start and end date.
- You can now remove a user from a project on the new Project Permissions page.
- To improve performance, the sections in the Task Details side panel are now collapsed by default and the number of assignees and resources that display in the side panel are limited to 75.
Time and Expense
- There are now hover tooltips for the timesheet status icons that show if a submitted timesheet is Pending, Approved, or Rejected.
Reporting
- Deleted tasks and their associated data are no longer visible in Insights, and you no longer need to filter deleted task data from reports. This change does not impact standard reports or custom reports that already filter out deleted task data. Existing custom reports that explicitly report on deleted task data will be affected. If you would like to keep the ability to report on deleted tasks in Insights, please reach out to your Client Success Manager.
- Added a
User: Manager ID
attribute in Insights that allows you to display a user's manager and differentiates people who may have the same name. - The
User: Manager
attribute in Insights has been renamed toUser: Manager Name
to differentiate it from the new attributeUser: Manager ID.
- The Insights refresh monitor now includes historical refresh information that helps you understand the frequency of refreshes and lets you monitor the status in the rare event of an outage.
Account Settings
- The new setting Remind Users to Submit Full Workweek found on the Time & Expense Settings page will notify users whenever they attempt to submit less time than their total workweek hours.
API
- Added a
for_rate_card
parameter for theGET /roles
endpoint that allows users to retrieve all roles for a rate card. - The
can_schedule_their_hours
andcan_schedule_team_hours
fields on participations are now generally available in the API. You can set these permissions when updating a participation using thePUT /participations/{id}
endpoint.
Integrations
- You can now delete time entries when importing a flat file by setting the specified time entry to 0 minutes.
- Added support in the Smart Upload Manager for the
vendor_name
Smart Reference Key to the Expenses data set. - Added support in the Smart Upload Manager for external references on the Project Participation object, which is now supported by the Project Participation data set.
- CSV files encoded with UTF-8 BOM can now be uploaded with the Smart Upload Manager.
- Added four new data sets to the Smart Upload Manager:
- Invoices
- Invoices Fixed Fee Items
- Invoice Additional Items
- Invoice Payments
- You can now provision additional users via the Smart Upload Manager, as well as disable and re-enable users. Previously, this could only be done through Kantata Support.
- With the M-Bridge Integration Platform, you can now clone mapping sets or export them to CSV files.
Miscellaneous
- When in-app notifications are enabled, the Notification Settings page now includes a visual to help you understand the different channels you can receive notifications through.
- Fixed intermittent connection issues with the QuickBooks integration.
- The notifications drop-down now has a link to Notification Settings.
- A user's recent projects no longer display on their User Profile page.
- The table on the Notifications page has been resized to fit the browser width for better readability.
- Improved accessibility of the Resource Planner by making Unavailable days more visible with a darker gray color.
- The following in-app notification options are now enabled for users by default: Relevant Posts, Relevant Tasks, New Issues, and Time and Expense notifications.
- Implemented additional error messaging, minor text and styling changes, bug fixes, and performance improvements in various areas of the app.
May
Highlights
Early Access
Overdue Task Highlighting in the New Task Tracker
Project Management / Task Tracker
Released on May 31, 2022
To help you quickly locate all overdue tasks in the New Task Tracker, you will see the overdue date columns highlighted in red.
For more information, please visit the New Task Tracker article in the Knowledge Base.
Early Access
Milestone Highlighting in the New Task Tracker
Project Management / Task Tracker
Released on May 26, 2022
To help you quickly locate all project milestones in the New Task Tracker, Milestone tasks now have a gray highlight.
For more information, please visit the New Task Tracker article in the Knowledge Base.
Added
New Availability Calculation Method Setting for Resource Recommendations
Resource Management / Account Settings
Released on May 18, 2022
To give you more flexibility with Resource Recommendations, an Account Administrator can choose on the Resource Management Settings page whether a resource’s Availability percentage is based on their project allocations or scheduled hours.
For more information on the Availability Calculation Method setting, please visit the Enable Resource Recommendations article in the Knowledge Base.
Early Access
WBS Column in the New Task Tracker
Project Management / Task Tracker
Released on May 10, 2022
You can now configure the New Task Tracker to view the Work Breakdown Structure (WBS) column. The WBS column shows the unique number assigned to each task and subtask in a project, breaking down the project into a more manageable structure.
For more information on the WBS column, please visit the New Task Tracker article in the Knowledge Base.
Additional Enhancements
Resource Management
- When you select the Between option in the Change Allocation Type modal in Master Planning and change the start date to a date that is after the end date, the end date field now automatically updates to the same date entered in the start date field.
- The Filters modal in Master Planning now supports multiple custom field filter selections when these custom fields have really long names. Additionally, when the amount of text for the combined filter selections exceeds the allowed character limit (7000+ characters in the API request), an error message now inform the user of the limitation.
- When you open the Filters modal in Master Planning and select Soft Allocations from the Resources filter, soft allocations on archived projects are no longer included in the filtered results.
Project Management
- An issue where the Filters Applied and Filtered Results information did not appear in the Global Tasks List has been corrected.
- On project create forms, an error modal will now appear when there is an error for hidden fields.
- Error messages now appear beside the appropriate fields when multiple custom fields are on a project create form.
- The Archived tasks column has been added to the New Task Tracker.
- Hidden custom fields are now also hidden on project create forms.
- On project create forms, error messages now appear for currency custom fields.
- When changing a role on the Rates & Roles page, you no longer need to refresh the page to reflect changes to the cost rate and bill rate.
- When a custom field column name in the Project List is cut off, you can now hover over the column header to see the full name.
- On project create forms, the Template Resource drop-down menu in the Assignment Mappings field will now be filtered based on the selection made in the Select a Project Template field.
- The Include non-billable time on invoices setting on the Project Settings page has been changed from a checkbox to a toggle.
- The read-only Successors, Predecessors, and WBS (work breakdown structure) columns have been added to the New Task Tracker.
- When you hover over the date on a post in the Activity feed, a timestamp displays with the date.
- When using a Form to create projects, users now see only the organizations they are a part of in the Organizations field.
- Improved performance when using the Search bar in the New Task Tracker.
- When a project is set to Billable or Non-Billable by default, this default applies to all new tasks being created.
- A scrollbar has been added to the Configure Columns modal in New Task Tracker, making it easier to view column names.
- Improved performance when searching for tasks in the Time and Expense tab in a project.
- When editable tabs are added to a project, the project tabs will now scroll horizontally instead of wrapping to a second line.
Talent Network
- Within the Talent Network, you can now permanently convert an Account Member in your account to an External Member.
Reporting
- Moved the "Fixed Fee Item: ID" and "Fixed Fee Item: Taxable" Insights attributes from the Tasks folder to the Invoices folder.
- Added the ability in Insights to view notes added to fixed fee items on invoices using the new attribute "Fixed Fee Item: Notes".
Account Settings
- You can now view the number of active External Members who can log into your account by going to Settings > Plan.
- Reduced the clickable area of the delete rule button in Forms to prevent accidental deletion of form rules.
- You can now upload up to 5,000 project account records via a CSV file import.
API
- The API now returns a validation error when a time entry, expense, or time adjustment is created or updated for a task with an invalid start or due date.
- Added a
for_current_user
parameter for theGET /organizations
endpoint that filters results by the organizations the current user belongs to. - Added
user_id
andtype
parameters for theGET /project_accounting_records
endpoint that filters project accounting records by user ID and type. - The
POST /workweek_memberships
API endpoint now returns a validation error when you try to create a workweek membership without providing auser_id
.
Integrations
- Added support in the Intacct integration (Invoices Mavenlink to Intacct) for
Additional Items
on theInvoice
scenario.
Miscellaneous
- Made accessibility improvements to date input fields.
- The Early Access page content has been updated for more clarity.
- The company name and logo that displays for a user in many areas of the app—such as the Account Member Details side panel—is now based on the user's primary account.
- Made some upgrades to our tech stack that resulted in performance increases in various areas of the app, including reduced load times of up to 40% in Master Planning.
- Implemented additional error messaging, minor text and styling changes, bug fixes, and performance improvements in various areas of the app.
April
Highlights
Added
Resource Management / Account Settings
Released on April 21, 2022
The new Scheduled Hours permissions allow you to grant any project member the ability to view/edit scheduled hours. You can select one or both of the following project permissions:
- Self—A user can schedule their own project hours.
- Team—A user can schedule project hours for their team members.
For more information, please visit the Project Permissions and Project Permission Defaults articles in the Knowledge Base.
Added
Project Management / Gantt Chart
Released on April 21, 2022
The new Tasks Gantt chart gives you a high-level overview of the tasks for all your projects in one place so you can see potential timeline conflicts and share cross-project timelines. The Tasks Gantt also allows you to:
- Manage a large portfolio of projects
- Visualize the timeline of all project tasks
- View which resources are assigned to tasks in all projects
Changed
Editable Custom Fields in the Project List
Project Management
Released on April 19, 2022
To allow you to quickly update custom fields, you can now edit custom fields in the Project List.
For more information on the editable custom fields in the Project List, please visit the Project List article in the Knowledge Base.
Early Access
Scheduled Hours Bulk Actions in New Task Tracker
Project Management / Task Tracker
Released on April 19, 2022
To quickly update or remove scheduled hours for multiple resources on tasks, use the two new bulk actions in the New Task Tracker:
- Distribute Scheduled Hours—Creates scheduled hours matching the resource estimated hours assigned to resources on each selected task
- Clear All Scheduled Hours—Removes all scheduled hours assigned to resources on each selected task
For more information on these new bulk actions, please visit the New Task Tracker Bulk Actions article in the Knowledge Base.
Added
Talent Network / Resource Management
Released on April 19, 2022
The Talent Network feature allows you to connect with other companies and incorporate their resources into your planning and project management processes. This functionality helps you to swiftly onboard external partners, optimize staffing decisions, and strengthen partner performance.
For more information on the Talent Network feature, please visit the Talent Network Overview article in the Knowledge Base.
Added
Change Allocation Type Bulk Action
Resource Management / Master Planning
Released on April 18, 2022
To save some time, you can now update all allocations on a project for a resource to be either soft or hard allocations. You can also choose to restrict these changes to allocations with start and end dates that occur After, Before, or Between specific dates.
Previously, you could only update the allocation type for one allocation at a time.
For more information on changing allocations to soft or hard, please visit the Change a Resource’s Allocations to Soft or Hard article in the Knowledge Base.
Added
Assign to Task Option in Resource Planner
Resource Management / Resource Planner
Released on April 8, 2022
To save you clicks and simplify scheduling and assigning processes, you can now assign a user to an existing task from within the Resource Planner tab of a project.
Previously, you had to navigate to the Task Tracker tab to assign a user to a task, then switch back to the Resource Planner.
For more information on assigning tasks from the Resource Planner, please visit the Project Resource Planner article in the Knowledge Base.
Added
Account Settings / Integrations
Released on April 6, 2022
To help you automate the import of data from CSV files into Mavenlink, the Smart Upload Manager (SUM) has been added to Account Settings. The Smart Upload Manager (SUM) is an additional feature for Mavenlink. For access, please contact your Client Success Manager.
With the Smart Upload Manager, you can:
- Update project lead functionalities.
- Add or update new custom fields across existing projects, tasks, users, and more.
- Update tasks across multiple project types.
- Expedite month-end financial metrics processes like financial period closure, task budgets, percent complete, end dates, and other data points.
For more information on the Smart Upload Manager, please visit the Smart Upload Manager: Overview article in the Knowledge Base.
Additional Enhancements
Resource Management
- Improved the design and readability of the Availability by Date quick filter in Master Planning by increasing the width.
- Improved the styling of the resource menu in Master Planning so that the Convert to Unnamed Resource option is no longer cut off.
- You can now assign unnamed resources to tasks from within the Resource Planner.
- From the Tasks tab of a template that doesn't have any resources added to it, clicking Add Resources in the Resources drop-down now directs you to the Resources tab, where you can add roles to the template.
- Deactivated users now appear in the Projects tab of Master Planning with improved styling and an "(Inactive)" label.
Project Management
- The timeline header in the New Task Tracker now remains visible when a user scrolls down the page.
- When you edit a field value in the New Task Tracker but it's identical to the original value, the update won't be logged.
- In your Project Settings, you can create and edit a tab within the workspace that includes a Form.
- When you create new subtasks in a project, the number of subtasks will now appear in the project's Activity Feed.
- The Type cell in the New Task Tracker no longer has the Expand arrow icon. To update a task Type, a user will now click on the Type icon.
- You can now Expand or Collapse all subtasks in the New Task Tracker by clicking the small arrow in the task row header.
- Users with Guest Access and Project Financials permissions can now see the Payment and Budget tabs in the Project Admin box.
- The Assignees cell in the New Task Tracker will now be blank when a task doesn't have an assigned resource. Previously, it was marked as Unassigned.
- The Priority configurable column has been added to the New Task Tracker.
- You can include hyperlinked external references within the Description field of a Form.
- You can now select the Feedback button located at the top of the Forms page to offer insight into your experience with Forms.
- Form Rules, which were previously only supported for built-in project fields, have now been enabled for Custom Fields.
- Added error messaging for project creation when the field is not on the Form page.
Time and Expense
- Increased the number of tasks that can be displayed in the Timesheets > Task drop-down menu from 100 to 500. This autocomplete drop-down appears as you add information to a Select Task field, depending on whether there are matching results.
- On the Weekly Schedule page, scheduled and actual hours in the grid have been cosmetically adjusted to make comparison easier.
Talent Network
- You can now add an External Member to a managed External Partner—meaning they didn't have an existing Mavenlink account when they were invited to join your talent network—from the Manage External Partner page.
Reporting
- Added the ability to report on draft invoice data in Insights. With this feature enabled, you can use the new attribute "Invoice: Submission Status" to include or exclude draft invoices from reports. To use the new attribute, a Client Success Manager must enable the Insights Draft Invoices feature for your account. Note that enabling this feature may impact existing standard and custom invoice reports. For more information, please contact your CSM.
- Changed the names and descriptions of currency-related Insights data items to reflect that they are not project-specific: the attribute
Project Currency
is nowCurrency
, the attributeProject Currency: Symbol
is nowCurrency: Symbol
, and the factProject Currency: Base Unit
is nowCurrency: Base Unit
. - Added a new attribute in Insights for reporting on the currency of a project:
Project: Currency
. Previously, using the genericCurrency
attribute could result in multiple currencies appearing for a project in a report. This new attribute returns only a single currency per project.
Account Settings
- Users no longer need the Edit profile for self access group permission in order to re-send an email verification.
- Available via the Early Access page, you can now more actively control which projects Account Administrators and members can interact with in your account—including both private and open projects—with the Project Access access group set.
- The link to the External Project Participants page found in Settings > Members has been updated for more clarity.
- The temporary External Project Participants page now loads faster.
- You no longer have to enable the ability to edit custom fields in the General Settings, so we have removed that checkbox.
- The Connect to QuickBooks button in Settings > Quickbooks has been redesigned.
API
- Updated the
PUT /workspaces/{id}/toggle_expense_approvals
andPUT /workspaces/{id}/toggle_time_approvals
endpoints to also accept a request body where the top-level JSON key isworkspace
. - Added the ability to sort results from the
GET /workspaces
endpoint by when the projects were created. You can now usecreated_at:asc
andcreated_at:desc
for theorder
parameter. - Added a
subject_type
parameter for theGET /subscribed_events
endpoint that filters events by subject type (e.g. user, project, etc). - Added a
subject_id
parameter for theGET /subscribed_events
endpoint that filters events by a specific subject (e.g. a user, a project, etc). - Added support for external references on roles and rate cards. The
POST /external_references/create_or_update
endpoint now acceptsRole
andRateCard
forsubject_type
. You can also add an external reference while creating or updating a role or rate card using the following endpoints:POST /roles
,PUT /roles/{id}
,POST /rate_cards
, andPUT /rate_cards/{id}
. - Added the ability to add an external reference while creating or updating an invoice using the
POST /invoices
andPUT /invoices/{id}
endpoints. - Parameters to set time tracking limits for users via the API are now generally available. You can now use the parameters
enforce_workweek_minimum_on_timesheet_submission
andenforce_workweek_maximum_on_timesheet_submission
for thePUT /account_memberships/{id}
endpoint. - Results from the
GET /subscribed_events
endpoint are now ordered by thesubject_changed_at
field, which is when an event occurred. Previously, results were sorted bycreated_at
, which is when an event record was created. - The
approved
field of time entries is now tracked bySubscribed Events
, allowing you to track when time entries were approved via the API. Only events created after this change was introduced will track this field. - The
location
field on time entries is now generally available in the API. You can set a location when creating or updating a time entry using thePOST /time_entries
andPUT /time_entries/{id}
endpoints.
Miscellaneous
- For increased accessibility, the title in the Success, Error, and Warning notification messages throughout the application are now a dark gray color.
- Removed Announcements from the Support drop-down menu. New product features and releases will now be found exclusively in our Release Notes.
- Fixed an issue where some users were receiving duplicate Week Ahead Emails.
- The issue where a 500 error appeared after creating a post or adding an attachment has been resolved.
March
Highlights
Changed
Skills Updates for Named and Unnamed Resources
Resource Management / Master Planning
Released on March 29, 2022
For simpler, faster skill selection for your named and unnamed resources, you can now take the following actions in the Resource side panel and User Details side panel:
- Multi-select skills for named and unnamed resources.
- See which skills are associated with a resource’s role.
- Associate skills to a role.
For more information on skills, please visit the Skills Overview article in the Knowledge Base.
Changed
Notifications
Released on March 25, 2022
To allow you to more easily monitor and manage your notifications, all of your notification and email settings are now accessible from the newly designed Notification Settings page. From this page, you can:
- Manage email alerts by enabling or disabling them.
- Manage the Week Ahead email within the same page as your other notification settings.
- Enable the new Daily Summary setting for notifications you’d like to receive updates for in a daily digest.
Previously, these settings were split between the Email Settings and Email Notifications pages.
For more information on the Notification Settings Update, please visit the Notification Settings article in the Knowledge Base.
Changed
Resource Management / Master Planning
Released on March 22, 2022
The simpler, more streamlined Master Planning filters have officially released! With the new filters, you can:
- Quickly display Named, Unnamed, or All resources in the Team Members tab.
- Apply all filters within a modal instead of multiple drop-downs
- Customize which filters display in the toolbar using the Pin feature.
- View and update applied filters—and pinned filters—in the toolbar.
More filters are also available, including Text Custom Fields, Skills and Custom Fields for unnamed resources, and Projects in the Team Members tab.
For more information on the new filters, please visit the Master Planning Filters article in the Knowledge Base.
Changed
Reporting / Insights
Released on March 8, 2022
To help you better monitor the freshness of Insights data, we’ve updated the timestamp that appears in Insights dashboards. You can now click on the timestamp to see detailed information about when a dashboard was last updated and when it will next be updated.
For more information, please visit the Insights Overview article in the Knowledge Base.
Additional Enhancements
Resource Management
- After adding an unnamed resource to a project in Master Planning, the Resource side panel now opens.
- You no longer need to be a Report Viewer to be a Resource Request Approver. However, you must have the Resource Management Access Group permissions to view all projects in Master Planning and edit named resources in the project.
- Resource Request approvals now have more meaningful error messages.
- When you send a private message via the Activity section of the Resource side panel, a list of the post's recipients is now visible.
- When an allocation bar in Master Planning is below a certain width limit and the hours and allocation percentage don't display, you can now hover over the allocation to see these details.
- When the allocated hours scheduled for an unnamed resource exceed the remaining available allocated hours for a recommended resource in Team Builder and the Resource side panel, the correct availability is now reflected.
- When clearing scheduled hours in the Resource Planner, you can now see the changes to scheduled hours without refreshing the page.
Project Management
- Deleted options from Choice Custom Field sets no longer appear in Project List custom field columns or Forms drop-down menus.
- You can now share a project template in either a Can Edit or View Only capacity.
- If a user tries to share a template they are not the owner of, an error message appears.
- As of March 4, 2022, the New Task Tracker is now enabled for all new accounts and the Legacy Task Tracker is hidden by default.
- A project template's Character Limit now appears on the right side of the template.
- The Task Details side panel tooltips have been updated to feature more succinct content.
- You can now edit Multi-Choice custom fields in the Project List.
- Fixed an issue where past Completed tasks wouldn't appear on the Global Tasks page when the Sort was set to Upcoming, regardless of whether Completed filter option was selected in the Status column.
Time and Expense
- Users with Guest Access can now view invoice details.
- You can now expand the Notes field when creating a timesheet.
Account Settings
- The new People you have worked with link on the Members page directs you to the External Project Participants page where you can view external users that have participated on all projects.
- You can now remove an external user's access to a project via the External Project Participants page found under Settings > Members > [select the People you have worked with link] > [select an external user].
- The Resource Request Approver field in the Account Member Details side panel is now a read-only field.
- The Email Address field on the Account Member Details side panel now has a white background for better design consistency.
- In the Notification Settings, the Relevant Posts option notifies you about posts that directly @mention you, posts that mention all associated users (@all), private messages, replies to posts that you have created, and posts that you have replied to.
- The Email Notifications page has been removed.
- The link to view the projects for a specific external project participant has been moved to the Number of Projects column.
- Email Settings under the main user Settings has been renamed to Notification Settings.
- There is a separate Direct Mentions notification that only notifies you about posts that directly @mention you.
- You can now include any associated roles when importing skills via a CSV file by adding the
associated_roles
column. - On the Skill Details side panel (accessible from Settings > Skills), up to 200 roles now show up in the Roles drop-down.
- The Time and Expense Submissions Alerts notification has been renamed to Time and Expense.
API
- Updated the
POST /participations
andPUT /participations/{id}
endpoints to allow adding an external reference while creating or updating a project participation. - Deprecated the
shared
boolean field of theproject_template
object and added asharing
string field that indicates which sharing setting a project template has. - Added
POST /workspace_resources/allocations_matching_scheduled_hours
andPOST /workspace_resources/{id}/allocations_matching_scheduled_hours
endpoints that allow you to create soft or hard allocations for resources via the API based on their scheduled hours.
Miscellaneous
- When a user updates a custom field with a value that is identical to the previous value, the timestamp does not update for the identical change.
- When you remove a value from a custom field, the timestamp now updates.
- Fixed styling of timesheet submission approvals in a project's Activity feed.
February
Highlights
Added
Availability Inspector in Team Builder
Resource Management / Master Planning
Released on February 22, 2022
To give you more information when staffing resources and evaluating their workload, the Availability percentage that appears in Team Builder is selectable and opens the Availability Inspector. The Availability Inspector shows you which projects have conflicts with the project you are trying to staff, where these allocations overlap, and the number of hours allocated to these projects on a weekly or monthly basis.
For more information on viewing availability in Team Builder, please visit the Staff Projects with Team Builder article in the Knowledge Base.
Added
Team Builder Available in Team Members Tab
Resource Management / Master Planning
Released on February 22, 2022
To allow you to quickly staff your projects based on open roles, Team Builder can now be launched from the Team Members tab in Master Planning. This allows you to narrow your focus to a specific role and view the resource recommendations for these openings across projects.
For more information on using Team Builder to fill open roles, please visit the Staff Projects with Team Builder article in the Knowledge Base.
Early Access
Resource Management / Master Planning
Released on February 22, 2022
Now available via the Early Access page, the new Master Planning filters offer you a simpler, more streamlined way to find the information you want. You can:
- Quickly display Named, Unnamed, or All resources in the Team Members tab.
- Apply all filters within a modal instead of multiple drop-downs
- Customize which filters display in the toolbar using the Pin feature.
- View and update applied filters—and pinned filters—in the toolbar.
More filters are also available, including Text Custom Fields, Skills and Custom Fields for unnamed resources, and Projects in the Team Members tab.
This feature will fully release on March 22, 2022.
For more information on the new filters, please visit the New Master Planning Filters [Early Access] article in the Knowledge Base. For information on enabling Early Access features, see Early Access Overview.
Early Access
Pin Filters in the New Task Tracker Toolbar
Project Management / Task Tracker
Released on February 16, 2022
To allow you to easily access filters that you use frequently, you can now pin filters within the Filters modal. Once pinned, these filters will always appear in the New Task Tracker toolbar for all projects.
For more information on pinning filters, please visit the New Task Tracker article in the Knowledge Base.
Added
API
Released on February 14, 2022
To help you better track changes in your Mavenlink account, we've added the Subscribed Events API. Subscribed Events record up to 7 days of create, update, and delete actions, allowing you to track who did what in your account and how data changed—all with one API endpoint.
For more information about Subscribed Events, please visit the Subscribed Events Reference article in the Knowledge Base and the Subscribed Events API documentation.
Early Access
Project Management / Forms
Released on February 3, 2022
To help you better adapt Mavenlink to your organization's processes, you can now create your own project Forms. With features such as required fields, field rules, and a drag and drop builder, you can create project Forms tailored to your specific teams or departments.
For more information about Forms, please visit the Forms article in the Knowledge Base.
Additional Enhancements
Resource Management
- If you have the Organizations feature, you can now reset Departments and Geographies for unnamed resources in the Resource side panel.
- If you have Guest Access to a project, you can now apply filters for that project's custom fields in Master Planning and in the Project List.
Project Management
- You can now export the Gantt chart as an HTML file.
- Fixed an unexpected issue where tasks in the New Task Tracker would shuffle when using the drag and drop feature.
- Improved the responsiveness of the Gantt chart.
- You can now edit Single-Choice, Number, Date, and Currency custom fields in the Project List.
- The Provider Lead name now appears in the Project Pulse side panel.
- An Account Administrator can now delete other users' posts in a project workspace.
- We fixed an issue where the New Task Tracker wouldn't open for users with the View Only project access.
- Parent task names now appear in the Schedule portion of a project's Legacy Gantt Chart.
Time and Expense
- On cross-project invoices, the tax is now included in the subtotal when paid.
- The Filters modal on the Expense Approvals page now retains checkbox selections when you close and reopen the modal.
- Improved performance when timesheets have thousands of tasks.
Account Settings
- You now receive data export emails even if Email Frequency is set to Never in the Notifications Settings.
- You can now clone an existing Access Group.
API
- Updated the
GET /time_entries
andGET /expenses
endpoints to only return data from projects on the account by default. To fetch data from external projects, you can use theon_my_account
parameter. For example,api/v1/time_entries?on_my_account=false
. - Added a
GET /custom_branding
endpoint that allows you to fetch custom branding values via the API. - The
api/v1/workspace_allocations
endpoint now takes holidays into account when they overlap with an allocation for an unnamed resource, resulting in a more accurate allocation percentage. - Added a
workspace_id
parameter for theGET /status_reports
endpoint to allow you to fetch health reports for a specific project only. - Billable Utilization API endpoints are now generally available.
Miscellaneous
- We’ve refreshed the look and feel for predictive text fields and select drop-downs.
- You can now search for projects using only keywords such as "are," "no," "the," "their". These words were previously excluded from the search in order to return more relevant results.
January
Highlights
Added
Account Settings
Released on January 26, 2022
To give you an early introduction to our new and/or updated features, we’ve added the Early Access page where account administrators can enable new features before their official release. This gives you more control over the appearance and functionality of your account.
For more information on the Early Access page, please visit the Early Access Page Overview article in the Knowledge Base.
Early Access
Editable Custom Fields in the Project List
Project Management / Account Settings
Released on January 14, 2022
We've added a new setting that lets you quickly edit custom fields directly from the Project List.
For more information on editable custom fields in the Project List, please visit the Project List article in the Knowledge Base.
Early Access
Updated Filters Modal for the New Task Tracker
Project Management / Task Tracker
Released on January 12, 2022
To allow you to quickly update the applied filters in the New Task Tracker with less clicks, we’ve added Quick Filters to the toolbar. With Quick Filters, you can do the following without opening the Filters modal:
- Change the selected values for a field
- Remove only specific filters
- Select Clear All to remove all applied filters
The Filters modal also has additional styling updates, including no longer taking up the whole screen when opened.
For more information on the Quick Filters, please visit the New Task Tracker article in the Knowledge Base.
Additional Enhancements
Resource Management
- Improved performance for resource recommendations in Team Builder.
Project Management
- When you apply filters in the New Task Tracker and then export to a CSV file, the information displays as filtered.
- When you enter a duration on a task in the Gantt chart, the Start Date and End Date automatically set.
- You can now click and drag a New Task Tracker row when entering information in a cell.
- The Assignees drop-down in the New Task Tracker now sorts all resources alphabetically—first by role and then by the resource name.
- If both the New Task Tracker and Legacy Task Tracker are enabled, the Legacy Task Tracker tab has a Legacy tag in the project workspace.
Time and Expense
- Account Administrators can now edit expenses on the Mavenlink mobile experience for all Organizations.
- Improved results when searching on the Time & Expense > Time Approvals page.
- Improved performance of the Time & Expense > Time Entries page.
Account Settings
- Added field rules in Forms to allow you to change the behavior of fields based on the values entered in other fields.
- Added an Organizations field for the Project Create Page in Forms.
- Renamed field names in Forms to match the field names on the default project create page.
API
- Improved performance of the
GET /stories
endpoint when ordering byupdated_at
orcreated_at
. - Deprecated the
member_type
field in theorganizations
parameter of thePOST /workspaces
endpoint.
Miscellaneous
- Added and revised error messages on the Login page.
- Updated the Google Workspace Activate button to match the latest Google brand standards.
- Updated the body copy for the default project invite email, which now includes links to Mavenlink's Privacy Policy and Terms of Use.
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