How To Guides
Summer 19 - Release Notes
Thursday, June 13, 2019
Inspire Planner's Summer 19 Release is out! See below for what's included!
Saving Performance Optimization
Optimized saving performance by saving only items that have been edited instead of saving the entire project.
This feature provides you with the ability to search for resources by attributes and see each resource's capacity and availability.
Resource Allocation - Ability to create Salesforce Tasks
Resource Allocation also provides you with the ability to create Salesforce Tasks for booking vacation time and reserving time for future projects.
Allows you to create attributes such as skill, certification, region or expertise and assign them to resources so you can easily identify them
Predecessor Task Component
A new component has been added to Salesforce Tasks which displays the task's predecessors and their status. In Salesforce Lightning environment, this appears as a new lightning component while in Salesforce Classic, it appears as a VisualForce component.
New Field Set Added to Project Task Object
A new field set has been added to the Project Task object which allows you to add custom Project Task fields to the Project interface.
New Field Set Added to Time Entry Object
A new field set has been added to the Time Entry object which allows you to add custom fields to the Time Entry dialogue box.
Nightly Job to Reconcile and Rollup
A nightly service job has been added which will calculate and update Days Overdue for Project Tasks. It also calculates and updates Planned Value for Projects.
Task Status Reconciliation Job
A nightly service job has been added to reconcile Salesforce Task status with Inspire Project Tasks to ensure they are synchronized.
Hourly Rate on Salesforce Task
Added a new field called "Hourly Rate" on the Contact, User and Task objects. Inspire Planner will automatically populate Task Hourly Rate field, when applicable, via an automated Trigger.
New Report Types Added
Added two (2) new report types to simplify reporting on Resource task assignment and time tracking. The new report types added are 'Resource Utilization' and 'Project Time Tracking'.
Time Tracker - Default Project Task List
Updated the default Project Task list to display only tasks that belong to Projects with Finish Dates less than 90 days from the current date. This reduces the number of historical tasks and improves performance.
Time Tracker - Align with Lightning Styles
Visual updates made to Time Tracker and Resources Page to align with Salesforce Lightning style.
Resource Allocation - Pin Resources
Updated the Resource Allocation page to allow you to pin resources. This feature make it easy for you to view resources you regularly work with.
Custom Action for Time Entry
New Log Time button and page added for Salesforce mobile experience.
Home Icon Launches New Tab
Clicking the Home icon in the left icon panel within a project will now launch the Project details in a new browser tab instead of a dialogue box. This will provide users full view of the Project record.
Resource Allocation Icon Updates
When opening Resource Allocation from a Project, it now opens the page in a new tab instead of a dialogue box. Resources are no longer automatically loaded and instead will display only when you search by resource attributes and display only pinned resources. This is to improve performance when viewing resources.
Time Tracker - French Local Issue
Fixed formatting issues. Time Tracker now works correctly for French locale.
Time Tracker - Filter Tasks by Owner Only
Updated the task filter to remove tasks that belonged to Contacts.
Corrupted User Project Settings
Resolved the issue where user project settings were being corrupted and column widths were resetting to all equal widths.
Status Not Rolling Up due to % Complete
Resolved the issue where % Complete remains at 0 when a Project Task Status is updated.
Actual Effort Rollup Failures
Resolved the issue where time entries not rolling up to Actual Effort
Time Tracker - Creating Blank Time Entry Records
Resolved the issue where blank time entries were being created when time is entered via the weekly view in Time Tracker.
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