| Release | Type | Reference | Area | Summary | Description |
|---|---|---|---|---|---|
| 962.15 | Issue | E#1060 | Project Details | Fixed issue that was preventing an assigned role from being removed even though it had no timesheets booked. | |
| 958.0 | Issue | E#334 | Project Details | When an item is added to the timesheet the parent is calculated instead of using stored parent. This resolves the issue where parent shown in the timesheet is blank or wrong because the stored parent had not been refreshed. | |
| 952.2 | New Feature | E#1343 | Project Details | When creating a project, there is now the option to prompt for a filepath to the Project folder. | This allows projects to exist on different servers such as in different offices or in arbitary locations. To use please add DLUUseProjectDocPath=1 to Setup/eTrack Settings on its own row under [Options |
| 947.1 | New Feature | E#1126 | Project Details | Project Unique Numbering | There is a new numbering option that is the format |
| 944.2 | New Feature | E#824 | Project Details | Mandatory fields are available on the project screen. Please contact eTrack if required. | |
| 930.11 | Issue | EC#5455 | Project Details | The correct relationship is created when an individual contact is selected as the Client on a project | |
| 927.07 | Issue | EC#5919 | Project Details | Issue some clients were encountering with fields being deleted from the Time + Expense Custom tab upon opening it has been resolved. | |
| 921.20 | Issue | EC#5792 | Project Details | Issue with a new Project being related twice to the Project Group has been resolved. | |
| 921.04 | Change | EC#5739 | Project Details | Changes to Stage Summary table on a project | Text in To Bill changed to \'Click to Load\'. Unbilled Charge hint corrected to \'Actual Charge-Invoiced\'. To Bill hint removed for clarity |
| 921.03 | Issue | EC#5462 | Project Details | Changes have been made to the \'Contacts and Contractors\' table on a project | The \"New Contact\" option in the right-click menu has been hidden. ‘Users’ security permission is now allowed to Add and Remove project contacts, and to edit the contact Type. Can now navigate to a contacts details via double-click or right-click > Display from a contact in the table. |
| 921.02 | Issue | EC#5467 | Project Details | Security Group permission #64 now allows editing of the assignee table on stages regardless of other read only settings | |
| 919.04 | Issue | EC#5291 | Project Details | Project site address now saves correctly | |
| 918.08 | Issue | EC#5304 | Project Details | Accounts report tab on a Project/Job correctly shows Unbilled Charge rather than WIP | The Unbilled Charge column in Accounts tab report on a project group is now correctly showing the Unbilled Charge as in the Accounts screen (not the WIP). |
| 918.08 | Issue | EC#5353 | Project Details | In the Project Budget tab summary, the Variation total now excludes the price of Sub-Consultants. | |
| 918.08 | Issue | EC#5444 | Project Details | A new Prospect under CRM can now have values. | |
| 918.08 | New Feature | EC#5354 | Project Details | Project Budget tab has new fields to separately show sub-consultant and expense totals for the project. | |
| 916.03 | Issue | EC#5363 | Project Details | Access when creating new Projects granted | When creating new items or using Find, the message \'You do not have access\' no longer appears. The name and address of a company or individual is now persistent in all cases. Issue where items in tree can’t be found has been resolved. Individuals names are now displayed in the tree. When creating a new client or company from a template the issue with copying addresses is resolved. |
| 914.08 | Issue | EC#5465 | Project Details | Issue with writing over of an empty project address resolved | |
| 912.06 | New Feature | Scenario61 | Project Details | Mandatory fields. | Added ability to make certain lookup fields on the Project Details tab mandatory, meaning the user cannot leave the screen until a value is selected in those fields. If you would like to set mandatory fields please send a request to eTrack Support.Also enabled the mandatory property on Information Items. Any info item that is mandatory must have a value or the user will not be able to leave the screen. Note that currency type fields that are mandatory cannot be $0.Mandatory fields are indicated by an asterisk. |
| 912.05 | Issue | 2912kw1 | Project Details | Fixed issue where new projects were not related to groups according to default selections in the project template. | |
| 912.03 | Issue | 812kw4 | Project Details | Fixed various issues with multi currency function. | 1. Fixed crash when changing currency. 2. Show currency icon when create new project if currency is set in the template. 3. Display correct symbols in currency templates. 4. Reworded permission #132 Access to Change Currency Utility 5. Show currency symbol above Budget and Price Structure table. |
| 911.5 | Issue | 312kw2 | Project Details | Users can now edit the Type dropdown in the multi contact table of the Project tab, even if the rest of the tab is read only. | |
| 860.4 | Issue | SVT#622 / SVT#1119 | Project Details | Corrected the calculation for WIP shown on the Opportunity Details tab that was incorrectly being restricted to only approved WIP. Also fixed so the value refreshes when changes are made. | |
| 847.0 | Issue | GB#78 | Project Details | Fixed issue where changing project status caused the project to appear in both the new and existing project group. | |
| 847.0 | Issue | none | Project Details | Made multi contact list editable by all users even if their security group allows read only access to this screen. | |
| 846.25 | New Feature | EC#4869 | Project Details | Added feature to allow Status Prefix to be included in the Project Number, Job Number, Opportunity Number etc | To use this feature: 1. Expand Setup/eTrack Settings/has Lookups/Category/has Lookup Values/Project/has Lookup Values 2. For each Status (every status must have a prefix) add a Prefix followed by a colon to the start of the Name eg Q:Quote, HOLD:Pending 3. Go to Tools>Type Settings, select Project from the list of Types then set the Number Prefix field to be the same as the Prefix (no colon) of the default status when a new project is created ie the Status associated with the Project Group in Place New Item Under field. How it works: When project status is changed to 'Quote', the project number will be Q1234 Note: the colon does not appear, if you want the format to be Q:1234 then add two colons eg: Q::Quote. |
| 838.12 | Issue | EC#4714 | Project Details | Fixed issue where Client field on a project was being cleared after visiting the Budget tab. | |
| 817.01 | Issue | EC#3813 | Project Details | In the Contacts list on Project Details, Individual and Company contacts now display without the parent. An Individual under a company shows parent company in brackets. | |
| 817.01 | Issue | EC#3930 | Project Details | On the Contacts list on Projects Details, can now add all contact types ie: Individual, Company and Individual under Company via both Find and drag and drop. | |
| 812.15 | Issue | EC#3663 | Project Details | Correct expenses displayed in Budget | On the Project Budget tab, the Price Structure table has been corrected to display Planned Project Expenses. It was incorrectly displaying Actual Project Expenses, however the Totals were correct. |