GrandView 5.3 Release Notes

Release Date: 3/29/2006

Resolved the following issues:

• Actions
• Resolved Issue With Incompatibility in Versions
• Added Mouse Over Description For Checkboxes
• Resolved Issue With Config Filter icon Not Appearing in Alarms if No Approvals
• Added Sorting Timesheet Approvals by Submitted Date, Then Employees 
• Resolved Issue With Approval Alarms Error for Sales Management/non Timesheet Roles 
• Resolved Issue With Clicking on a Status Log Causes Error
• Resolved Issue With Job Number, Date, and Description Too Close on Project Alarms
• Resolved Issue With Security Warning for Alarm Configuration Page
• Modified Proposal Revision Data View To Handle New Proposal Approvals  
• Resolved Proposal Actions Script Errors
• Placed Sales Actions "working" Message in Correct Module
• Added Proposal Descriptions Back to Sales Actions Module
• Admin
  • Resolved Issue With Business Unit and Title Not Saved for New Employee
  • Resolved Issue With Duplicate Descriptors
  • Resolved Issue With Admin Wizard Missing OK Cancel Buttons
  • Added User Preference for Admin Employee Filters
  • Added Search Filter to Admin Employees
  • Resolved Issue With Employees: Retry sending information prompt
  • Resolved Issue With Approval View Incorrect When Employee Filter Is Set to All or No Employees
  • Resolved Issue With Reopen TimeSheet Approval View Filters After User Date Range Warning
  • Resolved Issue With Batch Approval Comment Dialog Cancel Button
  • Resolved Issue With All employees Listed Twice Under Admin/Employees Tab 
  • Resolved Issue With Entering Split Time on Timesheets While Impersonating
  • Resolved Issue With Editing an Employee Username 
• Approvals
• Modified Default TimeSheet Approval Preferences
• Resolved Issue With Time Sheet Approval Comment Truncation
• Added Individual Approval Alarms
• Added Time Sheet Approval Auto-Expand
• Added Approvals Actions Filter Configuration Page
• Resolved Issue With Approval Comment Dialog Is Too Small
• Resolved Issue With Admin TimeSheet Approvals Employee Filter Unsorted
• Added Approval Area-Specific Icons
• Resolved Issue With Undo Approve Label Appears as Thumbs Up
• TimeSheet: Made "Comments" labels consistent
• TimeSheet: Split Out Approval into a Seperate Dataview
• Resolved Issue With Approval History: Widen approval comments column
• Submit Timesheet for Approval Dialog: Expand "Comments" Textbox 
• Added Not Approved By Me in Approval Actions
• Added a Push Pull for Employee Selection in Approval Alarm Filter
• Modified Comment Dialog Title for Rejection
• Removed Inactive Employees From Timesheet Filter Config
• Added Timesheet Approval for Last Month
• Resolved Issue With All Employees Shown If Employee No Longer On List
• Show More Employees in Push Pull on TimeSheet Approvals Filters
• Added Mouse Over Title for Email Address in TimeSheet Approvals
• Resolved Issue With Canceling a TimeSheet Approval or Rejection Hides Approval History
• Resolved Issue With Approvals Need a Start Date Filter
• Added Proposal Approval Actions
• Added Proposal Approval Dialog
• Added General Approvals Configuration Page
• Removed Unnecessary Scrollbars From Shortcut and Approval Comment Dialogs
• Resolved Issue With Comments Disappear When Calendar Control is Clicked
• Resolved Issue With Closing an Approval Dialog via the X Button Does Not Cancel Current Action 
• Added Global Approval Filter Settings Page
• Resolved Issue With Proposal Revision Approval History Appears to be Lost When Closing Proposal Edit Dialog
• Added Ability to Click on Probability to Update
• Resolved Issue With Error Selecting a Business Unit With No Employees  
• Added Ability to Select Multiple Business Units in Proposal Approval Filters
• Resolved Issue With the Selected Names List in Timesheet Filters Not Being Sorted
• Added Proposal Totals to Approval Views
• Added Ability to Add a Comment to a Proposal Revision Submittal
• Resolved Issue With Proposal Status Filter Returning Incorrect Proposal Revisions
• Added Ability to Reject Items After Approving Them 
• Resolved Issue With a Blue Screen When Timesheet Approval Date Flters are Cleared
• Resolved Issue With Rejected Timesheets Not Being Displayed on Approval View Page
• Resolved Issue With Requiring Comments for Timesheet Approvals
• Resolved Issue With Sorting Employee List on Timesheet Approval View Page
• Resolved Issue With Batch Updating Proposal Order Probability
• Contacts
• Resolved Issue With Site Contact Address Required Fields Validation
• Resolved Issue With Contact List Export Incorrect
• Remove mailto: From Exported Contact e-mails
• Resolved Issue With Contacts Appearing on Wrong Lists
• Disallow Adding Inactive Contacts to Proposals
• Resolved Issue With Error When Filtering by Phone
• Removed Inactive Contacts From Sidebar Search 
• Expenses
• Added a Much More Intuitive Expense Module
• Files
  • Resolved Issue With Client Continually Prompts to Install the .NET Framework 
  • Added File Upload and Move "with overwrite" Functionality
  • Added Better Folder and File-Specific Prompts in Error Messages
  • Added Immediate Download Links
  • Added Zip Download for Bulk File Downloads
  • Added Ability to Upload/Attach Files While Writing Status Logs or Schedule Items
  • Improved File Attachment Interface to Make Attaching Multiple Files More Efficient
• Help
  • Added Useful Documentation Available via the Help Link Next to the Company Logo
• Invoicing
  • Resolved Issue With Refresh Button Opens Filters in Financial/Invoices
  • Resolved Issue With No Refresh After Deleting Invoice Line Item
  • Resolved Issue With Not Adding the Freight to the Total Shown
  • Resolved Issue With Copy From Previous Should Ignore Cancelled Invoices 
• Miscellaneous
• Resolved Issue With First Page Not Printing on Some Data Views
• Resolved Issue With New Calendar Control - Quarter Issues
• Resolved Issue With Customer Multiple Profile Cannot Move Files or Edit File Comments  
• Resolved Issue With New Calendar Control - Needs Start/End Date Validation
• Resolved Issue With New Calendar Control - Setting Date Range Picker to "This Quarter" Displays NaN for To Date
• Resolved Issue With GrandView Is Squashed After Minimizing, Resizing, and then Maximizing the Window 
• Added Profile to GrandView Notification Emails
• Project Configuration
  • Resolved Issue With Project Description Length Limit Blue Screen
  • Resolved Issue With Blue Screen Error Removing Employee With Expenses From Project
  • Resolved Issue With Project Config Edit Remote User Duplicate Username
  • Resolved Issue With Cannot Remove a Used Status Log Category
  • Resolved Issue With Duplicate JTC Error  
  • Allow Modification of S ub Jobs
  • Resolved Issue With Blue Screen Creating Duplicate Master Task Code
  • Added Order info as part of Project Setup Wizard
  • Allow attaching the project setup wizard to an existing project
  • Resolved Issue With New Project Cannot Be Configured By Creator 
  • Added validation to prevent illegal characters when creating or editing subjobs
  • Resolved Issue With  master task codes not being automatically selected when editing project tasks 
• Project Financial
  • Disabled New PO button in Purchases When Project is Closed
  • Added Project Financial Filters Enhancements
  • Resolved Issue With  Invoices Date Filter Not Set on Page Refresh
  • Moved Invoiced checkbox to left side on Purchases
  • Resolved Issue With Purchases Copy PO
  • Resolved Issue With Purchases Preferences not saved
  • Resolved Issue With Preferences Not Saved
  • Moved invoiced checkbox in hours and expenses 
  • Changed default tab navigation to Status/Config
  • Resolved Issue With  Actual Date Range Invalid in Summary
  • Increase Ordered DataView Column Spacing 
  • Resolved Issue With incorrect invoice totals on Financial > Invoices and the Aging Report
  • Resolved Issue With incorrect invoice total caused by tax and freight modifications 
• Project Schedule
  • Resolved Issue With No Project Actions for Deleted Schedule Items
  • Resolved Issue With Task Assignment Problems
  • Allow editing of parent item's description
  • Enhanced Date Range Selector 
  • Resolved Issue With My Tasks Delete Item Script Error
  • Resolved Issue With Projects List Tab: Hide Project Schedule Items When Contact Cannot See Schedule Tab 
  • Added ability to import a schedule in CSV format
  • Added help documentation for schedule import 
• Project Status Logs
  • Resolved Issue With Project Actions Alarms Show Duplicated Status Logs With File
  • Added ability to remove multiple attachments at once from status logs
  • Added Download All files button when downloading status log files
  • Resolved Issue With paging control reverting to first page after updating status logs
• Purchasing
• Resolved Issue With Edit PO Line Item
• Resolved Issue With PO Line Item Quantity Not Editable
• Resolved Issue With PO Date Filter Expand Prompt
• Resolved Issue With PO header defaults
• Resolved Issue With Blue Screen Error when changing supplier to a customer
• Resolved Issue With Script Errors when clicking Purchasing tab
• Resolved Issue With PO Line Item Qty/Amount Validation and -1
• Resolved Issue With Manual PO Line Item Entry
• Added More Info for New Line Item w/ No Part No. Entered
• Resolved Issue With PO Part Number Search Should Return Ordered
• Added New PO Auto Edit First Line Item
• Added Purchasing Purchases Find PO
• Resolved Issue With New Part Type Edits Existing Part Type
• Added ability to enter new PO & invoice descriptors
• Resolved Issue With PO line item returns
• Resolved Issue With New Part Entry validation
• Resolved Issue With Part Types dialog produces javascript errors
• Resolved Issue With Cancelled POs Not Displayed in Data Views
• Resolved Issue With PO Ship to Attention To and Phone missing
• Added PO Requisitioner contact info in PO
• Added Edit Part in Purchasing Line Items
• Added Purchasing Parts Description field
• Add All Purchases Tab to Purchasing Menu
• Resolved Issue With Purchasing Purchases Delete PO Refresh
• Resolved Issue With My Purchases Shows Duplicate POs
• Resolved Issue With New PO should handle automatic project selection
• Resolved Issue With Purchases Amount/Total Calculated Incorrectly
• Added "Only Open" Filter to MyPurchases Tab
• Added Ordering PO Authorization by Last Name
• Updated Purchasing Edit Line Item Part
• Added PO Part Search ddl
• Resolved Issue With PO Edit Line Item is slow
• Added Allowing blanks in new part dialog
• Added Allowing Non-Integer PO Line Item Quantities
• Updated Part List price/discount
• Added part number quick-add to purchase order
• Added Tooltips on MyPurchases Action Items 
• Resolved Issue With Cancelled Purchase Orders Should Not Be Included In Purchases Total
• Resolved Issue With Cannot Receive PO With Non-Integer Line Item Quantities  
• Receiving
  • Moved PO Search box on Receiving tab
  • Resolved Issue With Edit Receiving Received Date
• Reports
• Added PO# to Each Page On Multipage PO's
• Resolved Issue With Adobe Reports Opening additional window
• Resolved Issue With Sales Order Report Prints on 2 Pages
• Sales Orders
  • Added Date Validation When Editing Sales Order
• Sales Proposals
  • Added Show Proposals That Are Tied to Orders in Approvals View
  • Resolved Issue With Rejected proposals cannot be unsubmitted
  • Resolved Issue With Deleting last proposal revision leaves New Revision button disabled
  • Added validation to proposal data entry screen
  • Resolved Issue With fields defaulting to incorrect values when editing proposal revisions
  • Added validation to prevent the creation of proposal names with trailing spaces  
  • Resolved formatting issues
  • Resolved Issue With not being able to create a proposal with name similar to another proposal
  • Resolved Issue With requiring proposal update before contact selection
  • Improved proposal data entry interface
  • Resolved various issues with proposal files
• SideBar
• Added SideBar
• Added GrandView Projects/Contacts Search
• Added GrandView Shortcuts
• Add Ability to Close and Re-enable the SideBar
• Resolved Issue With Projects Search Result Dialog Title is Incorrect
• Disallow Illegal Characters in GrandView Search
• Disallow sidebar to search all projects
• Resolved Issue With Pressing enter disables search button
• Resolved Issue With Side Bar Search Returns Multiple Instances of Same Project
• Add Email Link for SideBar Contact Search Results
• Add Company and Project Manager Links to SideBar Search Results
• Added Project Status Logs Search 
• Added files search
• Added all contact phone numbers/extensions and emails to contact search results
• Resolved an issue with calendar control not being displayed correctly
• Added preferences to remember search options
• Resolved Issue With  pinning when hovering mouse over other menu items
• Added help documentation
• TimeSheet
• Resolved Issue With Timesheet Task Hours can't be deleted
• Added view of timesheet on submit form
• Added filters and ordering to timesheet submittal
• Added Timesheet report date validation
• Resolved Issue With Some TimeSheet Reports Close Parent Dialog
• Added Daily Employee Project Hours Report Enhancements
• Moved Timesheet submit button
• Added New job selection Updates entry
• Resolved Issue With Timesheet: Header colors should be changed so that buttons stand out
• Resolved Issue With Timesheet Approval section of Timesheet: Make consistent  
• Resolved Issue With TimeSheet Submittal May Cause Data Entry to be Lost
• Resolved Issue With Editing TimeSheet Submittal Causes Blue Screen
• Resolved Issue With E-Signature Show Last X Days Behavior is Unclear
• Resolved timesheet loading issues causing slow response
• Resolved Issue With  allowing split time to be edited after a timesheet is submitted  
• Training
  • Resolved Issue With New Coordinator Cannot Change Teacher
  • Resolved Issue With Cannot Edit or Create a Curriculum  
  • Resolved Issue With Editing a Curriculum Causes a Blue Screen Error
  • Resolved Issue With New Curriculum dialog not refreshing dataview