OCT 2023 - Maintenance 1 - 1.351.9 | Inspire Planner Help Center

See below for what's included with Inspire Planner's Oct 2023 - Maintenance 1 - 1.351.9

Released To:
All Environments: November 27, 2023 at 10 PM EST

Available In:
All Environments: November 28, 2023

Please Note:

There will be a separate patch to be released on Dec 11th at 10:00 pm EST which will include the Gantt LWC-specific updates.

Item #	Resolved Issue	Description	Impact/Action Needed

IP-432	Project - Currency Inheritance from Template	When a template is applied to a project during or after project creation, the project currency will now always prevail. This means that currency fields on the template are going to be converted according to the project currency. This is true for project tasks, checklist items, Salesforce Tasks and Project Team records. Please see Project - Multi-currency Overview	No action required

IP-469	Project - Project Actual Duration and Days to Completion do not consider Weekends as Working Days setting	The following fields in the Project now calculate correctly when the "Weekends as working days" setting is TRUE or FALSE: Actual Duration Actual Completion Date Days Overdue (Project)	No action required

IP-463	Project - Task Status is blank when Status values and API Names are mismatched	Even when the project task status value and API Name are mismatched, project task status will now correctly display the value. This is true for new projects created, as well as tasks inherited from templates.	If you have custom values where the status value and API name do not match, you will need to populate custom settings with the API names instead of the status value. For more information, please see Align Salesforce Task Status with Inspire Project Task Status

IP-387	Project - Assigned To filter should be alphabetized	Assigned To column filter now displays resources sorted in alphabetical order	No action required

IP-488	Project - Error when applying templates	Templates are now correctly being applied to projects when a template is applied during or after project creation.	No action required

IP-493	Project - Portable Gantt does not display tasks	When the portable Gantt is added to a Lighting record page, it is now correctly displaying all tasks.	No action required

IP-474	Portfolio LWC - Static Portfolios - Row Colour & Row Order not being saved	The row color and row order are now being correctly saved for static portfolios.	No action required

IP-465	Portfolio LWC - Error Handling for "Home" value	The Portfolio LWC now correctly loads when Settings__c contains the value "home".	No action required

IP-424	Portfolio LWC - PDF cuts off on the left and right sides	When printing portfolios, the resulting PDF now correctly displays all the data.	No action required

IP-438	Portfolio LWC - Support for Rich Text Fields	Portfolio LWC now supports Project Rich Text fields when added to the "Portfolio - Custom Fields" field set. We do not recommend editing rich text fields via inline editing in portfolios. Instead, use the edit icon and edit these fields via the edit dialogue.	No action required

IP-489	Portfolio LWC - Dynamic Portfolios fail to load when switching List Views	Dynamic Portfolios now load and display correctly when users switch the List View being referenced by the portfolio.	No action required

IP-449	Time Tracker - Setting Work Description to Required is not being enforced	Setting "Work Description" as required in Time Tracker object is now being correctly enforced.	No action required

IP-452	Salesforce Task View Lightning Component - Sort only sorts the first page	When sorting tasks in the Salesforce Task View Lightning Component, it is now correctly sorting all records and not just the tasks displayed in the first page.	No action required

IP-470	Resource Visualforce - Upgrade Streaming API version for legacy Resource Allocation Visualforce	We've upgraded the streaming API version for the legacy Resource Allocation Visualforce page.	No action required

IP-490	Resource LWC - Error when loading Resource Management	The Resource LWC now correctly loads and displays resource utilization.	No action required

IP-464	Time Tracker - Error when using Log Time button	When custom fields are added to the "Log Time Fields" field set, users are now able to populate these fields and log time using the Log Time button.	No action required

IP-206	Beacon Job - Delete Sync Queue records if the related Task has been deleted	We've made adjustments to the Beacon so that it deletes any sync queue records related to tasks that have been deleted.	No action required

IP-454	Apex Job - Update UnLockProjects Job to be consistent with project auto save	We've updated the UnLockProjects Job to be consistent with the project auto save function to prevent projects from unlocking before the project auto save has kicked in. This prevents users from being able to edit projects that another user is editing.	No action required

IP-468	Apex Job - Restore Project Sharing failing to complete	Sync queue records of type "Restore Project Sharing" are now being properly processed and deleted when complete.	No action required

Gantt LWC (BETA)

This section contains fixes we've made specific to the Gantt LWC Beta.

Please Note:

There will be a separate patch to be released on Dec 11th at 10:00 pm EST which will include the Gantt LWC-specific updates.

Item #	Resolved Issue	Description	Impact/Action Needed

GLWC-4	Project - Export to Excel does not export values correctly	Export to Excel function now correctly exports all values.	No action required

GLWC-18	Project - Project Schedule Glitches	When creating tasks and pressing "Enter" (Return) key in quick succession or while holding down another key, the task subject no longer gets cleared and the cursor now correctly moves down the next line without issues.	No action required

GLWC-38	Project - Deleting tasks does not prompt user to save changes	When you delete tasks in the project, the project now displays "Unsaved changes detected" and prompts the user to save their changes.	No action required

GLWC-68	Project - Project Task Start Date Issue	You can now set the Task Start Date to be earlier than the Project Start Date.	No action required

GLWC-81	Project - Greek characters do not export correctly	When exporting projects that contain Greek characters, values now export correctly as they appear on-screen.	No action required

GLWC-94	Project - Support for "Year" Duration Unit	You can now set task duration to "year". For example, to set the Task Duration to 1 year, you would enter "1 Y" in the duration column.	No action required

GLWC-125	Project - Update progress indicator for Open and Save	We've updated the progress indicator when opening and saving projects to be more intuitive. A progress indicator now also displays when cloning projects.	No action required

GLWC-127	Project - Vertical scroll bar not working for adding New Column	The vertical scroll bar now correctly works when scrolling through the list of fields in the "New Column" picklist.	No action required

GLWC-173	Project - Parent Tasks collapse when you save project	When you create tasks and indent some so that parent and child tasks are created, parent tasks now remain expanded after the project is saved.	No action required

GLWC-182	Project - Assigning Tasks does not reference SF Task Recordtype custom setting	When assigning tasks in Gantt LWC, it is now correctly assigning the appropriate Salesforce recordtype defined in custom settings.	No action required

GLWC-186	Project - PDF shows "no records to display" when printing projects	When printing projects, all tasks now correctly display in the resulting PDF and the message "no records to display" no longer appears.	No action required

GLWC-187	Project - Gantt colors in PDF do not match the project	When printing projects, the Gantt chart colors in the resulting PDF now match the Gantt chart colors as displayed onscreen.	No action required

GLWC-192	Project - Baseline Duration is set to NULL when Task Duration is "0"	When setting the baseline, the milestone task baseline duration is now being correctly set to "0" days.	No action required

GLWC-193	Project - Column header should repeat on every page	When printing projects, the column headings now repeat on every page.	No action required

GLWC-194	Project - Print does not work when Gantt action icons are included	We've made updates to the Gantt action icons (Checklist items, Project Task Chatter, File Attachment Indicator, Open Project Task and Salesforce Task Icon) in order to support the print project function. When choosing to include these icons in the selected fields for printing, they now correctly display in the resulting PDF.	No action required

GLWC-195	Project - Setting print to "Visible Rows" does not print all visible tasks	When setting print option to "Visible Rows", it is now correctly including all visible tasks.	No action required

GLWC-199	Project - Project and Project task chatter feed adjustments	The following adjustments were made to the Project and Project task chatter dialogue windows: Project Chatter - now displays the project name on top Project Task Chatter - now displays the Task Subject on top Project and Project Task Chatter Feeds - now display all posts and related comments	No action required

GLWC-205	Project - View All Project Attachments Dialogues not displaying all files	When you click on "View All Project Attachments" icon in the project toolbar, the dialogue window now correctly display all files attached to project tasks.	No action required

GLWC-206	Project - Editing the task subject of a milestone changes the duration	When you edit the task subject of a milestone task, the task correctly retains the duration of "0" days.	No action required

GLWC-207	Project - Selecting the same resource when assigned tasks clears the previous row	When you select a resource in "Assigned To" column, and it is the same resource assigned in the task before, the task before now correctly retains the value in "Assigned To" column.	No action required

GLWC-208	Project - Booking Tasks not plotting correctly	When creating booking tasks in Resource LWC and linked to a project in Gantt LWC, the booking task is now retaining the start and finish dates defined in the Resource LWC.	No action required

GLWC-211	Project - Aura System Error when collapsing/expanding parent tasks	Parent tasks now correctly expand or collapse.	No action required

GLWC-213	Project - Auto adjust Gantt timeframe when you click on a project task	When you click on the task subject, the Gantt chart will automatically adjust the timeframe to display the corresponding task bar.	No action required

GLWC-215	Project - When project scheduling mode is blank, default to "Manual"	When the project scheduling mode is left blank, the Gantt LWC will treat it the same way as "Manual" scheduling mode.	No action required

GLWC-218	Project - Adding Gantt LWC to Lightning Record page produces error	Adding the Gantt LWC to the project Lightning record page no longer produces an error.	No action required

GLWC-219	Project - Optimize Save Logic	We've optimized the save logic when saving projects to improve performance.	No action required

GLWC-222	Project - Copy/paste feature has stopped working	Copying and pasting tasks within the same project or between projects is now correctly working.	No action required

GLWC-230	Project - Component not parsing apostrophe	We've made adjustments to the Gantt LWC to handle apostrophes and quotes in custom settings as well as status and role field.	No action required

Rescheduled Items

Item #	Resolved Issue	Description	Impact/Action Needed

IP-467	Beacon Job - Improved Parent Rollup Beacon logic - *re-scheduled to Feb 2024 Major Release*	Adjustments to the Parent Task rollup logic for rolling up Status and % Complete. The job now runs synchronously with the same job as the child task sync.	No action required

GLWC-214	Project - Display Resource Avatar in Assigned To column - *re-scheduled to Oct 2023 - Maintenance 2*	An avatar now displays in "Assigned To" column instead of the resource's name. The avatar will display either the resource's profile photo (if there is one) or the resource's initials (if there is no profile photo).	No action required

OCT 2023 - Maintenance 1 - 1.351.9

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Gantt LWC (BETA)

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