OCT 2023 - Major Release - 1.349

    Tuesday, October 3, 2023By: Karen GuanzonIn: Knowledge Base Print

    See below for what's coming with Inspire Planner's October 2023 (1.349) Major Release.

     

    Released To:

    Sandboxes: October 16, 2023 at 10 PM ET 
    Production: October 30, 2023 at 10 PM ET

     

    Available In:

    Sandboxes: October 17, 2023 
    Production: October 31, 2023

     

    Item #

    		 

    New Features

     

    Description

     

    Impact/Action Needed

           
    IP-372 Portfolio LWC - Support for Task Hierarchy
         		 Users are now able to choose between viewing Milestones only or all Parent Tasks under each Project in a Portfolio, providing additional visibility. Please see Portfolio LWC - Portfolio View (Milestones or Parent Tasks) Admin Guide - Portfolio LWC - Portfolio View (Milestones or Parent Tasks)
           
    IP-397 Portfolio Viewer Homepage Component - Support for Dynamic Portfolios The Portfolio Viewer Homepage component now supports Dynamic Portfolios.

    For more information on Dynamic Portfolios, please see Dynamic Portfolios.    		 Admin Guide - Dynamic Portfolios
           
    IP-444 Time Tracker - Exclude Task Status from Time Tracker A new custom setting is now available for Time Tracker that allows you to specify which Task statuses to exclude from displaying in Time Tracker tab. Admin Guide - Exclude Task Status from Time Tracker
           
    IP-443 BETA - Apex Job - Time Entry Email Reminder  The Time Entry Email Reminder  automatically sends an email reminder to users if they have not logged time entries within the last 7 days. Please note that this feature is still in BETA. Admin Guide - How to Set Time Entry Email Reminders
           
    IP-198 BETA - Project - Gantt Lightning Web Component (LWC) 

    This is an upgrade of our existing Project Gantt from a Visualforce component to a Lightning Web Component (LWC) aligning it with the current Salesforce platform architecture and programming language. This upgrade brings a more intuitive user interface, aligned with the Lightning aesthetic. It also enhances performance and scalability.

    Please see Gantt Lightning Web Component (LWC) - An Introduction

     

    **Please note that this feature is not automatically enabled and will require full regression testing before activation to ensure compatibility with existing org configurations and architecture. The legacy Gantt will be maintained in its current state until further notice.

    		 Admin Guide - Gantt Lightning Web Component (BETA)
           
    GLWC -110 BETA - Project - Gantt Lightning Web Component (LWC) - Collaborator Dialogue UI Adjustments We've made adjustments to the Add Collaborator Dialogue to make settings more readable and intuitive.
     


    Please see Gantt LWC - New Features & Enhancements for video.

    **Please note any BETA feature described above is not automatically enabled and will require full regression testing before activation to ensure compatibility with existing org configurations and architecture.

    		 Beta features cannot be enabled individually and require full enablement of Gantt LWC.
           
    GLWC-112 BETA - Project - Gantt Lightning Web Component (LWC) - Ability to add multiple Collaborators You can now add multiple collaborators to a project at the same time.

    Please see Gantt LWC - New Features & Enhancements for video.

    **Please note any BETA feature described above is not automatically enabled and will require full regression testing before activation to ensure compatibility with existing org configurations and architecture.    		 Beta features cannot be enabled individually and require full enablement of Gantt LWC.
           
    GLWC-144 BETA - Project - Gantt Lightning Web Component (LWC) - Upgraded Project & Project Task Chatter components to Dialogue window The Project and Project Task Chatter components have been upgraded to a dialogue window to align with the Gantt Lightning Web Component.

    Please see Gantt LWC - New Features & Enhancements for video.

    **Please note any BETA feature described above is not automatically enabled and will require full regression testing before activation to ensure compatibility with existing org configurations and architecture.    		 Beta features cannot be enabled individually and require full enablement of Gantt LWC.
           
    GLWC-52 BETA - Project - Gantt Lightning Web Component (LWC) - Predecessor Select and Filter Task Feature 

    A new method for defining task dependencies (predecessors) is available with Gantt LWC. There is also now validation in place that prevents users from creating invalid dependencies.

    Please see Gantt LWC - New Features & Enhancements for video.

    **Please note any BETA feature described above is not automatically enabled and will require full regression testing before activation to ensure compatibility with existing org configurations and architecture.

    		 Beta features cannot be enabled individually and require full enablement of Gantt LWC.
           
    IP-289 BETA - Permission Set - Inspire Planner System Jobs (Running User) A new permission set called "Inspire Planner System Jobs (Running User) has been added which contains the necessary permissions required for the user scheduling the Inspire Planner System Jobs (Beacon and Nightly Processes).

    **Please note that this feature is still in BETA and has only been validated against a user with a Salesforce License and a Standard User Profile.    		 Please see: Inspire Planner - Standard Permission Set Inclusions
           
           
      

    Enhancements

     

    Description

     

    Impact/Action Needed

           
    IP-415 Project - Parent Tasks - Enable rollup Beacon logic When Status or % Complete are updated directly from Project Task record, a synch queue record is now created and Beacon will rollup to the parent task. No action required
           
    IP-413 Reconcile Data - Add timesheet roll-up to Reconcile Data job Timesheet roll-ups have been added as part of the Reconcile Data job that is executed via the Reconcile Data button on the Inspire Planner Settings page.

    The job will now roll-up time entries for all existing timesheet records.    		 No action required
           
    IP-410 Inspire Lighting Web Components - Inspire Planner Lighting Web Components now display the Inspire Logo All Lightning Web Components part of Inspire Planner now display the Inspire Logo beside them in the Lightning App Builder to make it easier for users to identify them. No action required
           
    IP-245 Trigger - Removing Collaborators from Projects & Portfolios We've updated the delete logic to be consistent with how creating/updating collaborator records are handled. When removing collaborators, a synch queue record is now created and when Beacon runs, it deletes the related manual sharing records. No action required
           
           
           
      

    Resolved Issues

     

    Description

     

    Impact/Action Needed

           
    IP-386 Project - When using Save As feature, do not copy Actual Start & Actual Finish Dates When projects are cloned using the Save As feature, the value in Actual Start Date and Actual Finish Date are no longer being copied to the new project. No action required
           
    IP-420 Agile Projects - Contact task assignment email does not send when tasks are re-assigned  For Agile projects, when a task is reassigned to a contact, the contact now receives a task assignment email notification. No action required
           
    IP-422 Salesforce Task - Resource Name & Resource Type do not update The Resource Name and Resource Type fields in Salesforce Task are now correctly updated when the value in "Assigned To" is updated. No action required
           
    IP-329 Salesforce Task - Actual Cost logic not considering time entry When "Use Effort to Calculate Cost" custom setting is TRUE, the Salesforce Task Actual Cost now rolls-up from the related time entries. Salesforce Task Actual Cost will now be the sum (time spent x time entry hourly rate).

    This new roll-up logic has also been added to the Reconcile Data button.    		 Existing values in Salesforce Task Actual Cost will not update automatically. You will need to click on the "Reconcile Data" button on the Inspire Planner Settings page for the values to update according to the new logic.
           
    IP-393 Resource LWC - Hours are plotted with an extra day The hours allocated to resources are now correctly plotted in Resource LWC based on Planned Effort, % Allocation and Duration. No action required
           
    IP-361 Resource LWC - Resources and Resource Attributes not displaying all resources The list of users or contacts displayed in both Resources or Resource Attributes tab, now displays all users and contacts. As you scroll through the list, the list will automatically refresh to display more records. No action required
           
    IP-360 Apex Job - Changing Project owner produces error due to time entries When changing project owner, it is now correctly updating sharing settings of related time entries. No action required
           
    IP-227 Beacon Job - Error handling for deleted entity The Beacon job logic has been adjusted so that if a Project Task is deleted, the related Synch Queue records are not processed and subsequently deleted. No action required
           
    IP-385 Beacon Job - Synch Queue records are created when time is logged against other objects When time entries are logged against another object apart from Salesforce Task or Project Task object, then synch queue records are no longer being created.  No action required
           
    IP-392 Custom Settings - Custom values in "Completed Task Statuses" is not updating % Complete When the Salesforce Task Status is updated to a custom value defined in "Completed Task Statuses" , the Project Task % Complete now correctly updates to 100%. No action required
           
           
      

    Feature Retirement

     

    Description

     

    Impact/Action Needed

           
           
           
           
           

     


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