Release | Type | Reference | Area | Summary | Description |
---|---|---|---|---|---|
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. |