Additional Enhancements
Release 24.6 - Automatic
Lessons Learned: Added "Lessons Learned Category" to cross-project "UE Lessons Learned Summary" UDRs in the Oracle shell and report templates.
Implementation Note: Automatically included in the Configuration Package; no additional changes required.
Release 24.6 - Manual
Project/Shell Properties & Audit Logs: Projects/Shells Properties in the Oracle Project Shell Template are updated to hide the audit log for the following groups: Architect, Engineer, Other External Team Members, and Vendors.
Implementation Note: The Oracle Project Shell Template is updated by the Configuration Package; you must update the Project template Access Control to enable this enhancement.
Lessons Learned Business Process: The Lessons Learned Log views are updated.
Implementation Note: The business process log configuration is updated by the Configuration Package; resave the Lessons Learned business process log configuration.
Lessons Learned Business Process: Added Lessons Learned Category to "UE Lessons Learned Detail - Project Level" and "UE Lessons Learned Summary - Project Level" in report templates and the Oracle Project Shell Template.
Implementation Note: The Oracle Project Shell Template is updated by the Configuration Package; you must update your Project template to include the new reports and update existing Project shells.
Release 24.4 - Automatic
Vendor Business Process: Added a validation message for special characters in the Vendor Name field.
Vendor Business Process: Two new User Defined Fields are added here. Added a Dynamic Data Set to control line item User Defined Field behavior and added Detailed Description and User Defined Fields to the Line Item log (and picker when selecting a Spec Section line item).
Initial Budget: Removed auto-population for the short description field in the Initial Budget business process line item form.
Implementation Note: Automatically included in the Configuration Package; no additional changes required.
Release 24.4 - Manual
Project Template Funding Sheet: Updated properties for new Generic Cost business processes; set assignment rules to "Project Level - Manual (Assign by BP Record Total) for all.
Implementation Note: Oracle Project shell template is updated by the Configuration Package. Update the customer Project template funding sheet properties if using the recently added Generic Cost business processes.
Field Management Dashboard: The Submittals by Status block on the project shell Field Management dashboard is updated to show the record number in the drilldown list view.
Implementation Note: the Oracle Project shell template is updated by the Configuration Package Update the dashboard in your Project template.
Release 24.2
Integration Fields
The newly added integration fields are set to reset on the Create step form for all BPs to ensure they are not populated from a source BP on auto-creation. In some cases, the Create step form was used for additional steps later in the workflow. For those BPs a new action form was added to avoid resetting the integration fields later in the workflow.
Impacted BPs are: Architect's Supplemental Instructions, Budget Change, Budget Transfer, Change Directive, Change Order, Change Request, Contract, Daily Report, Document Approval, Field Observation, Fund Appropriation, Incident Management, Initial Budget, Invoice, Issue, Journal Entry, Meeting Minutes, Notice to Proceed, Owner Walkthrough, PO Amendment, Payment Application, Permit, Potential Change Order, Project Request, Project Status, Project Timesheet, Purchase Order, Timesheet, Work Release
Where Create step form was renamed, the data model for the "BP Documentation" custom report is updated.
This enhancement is included in the Configuration Package. No additional changes are required by the customer.
Update Cash Flow and Cash Flow Rollup Reports
The Update Cash Flow and Cash Flow Rollup reports now show unassigned amounts in red, like the quarterly report.
This enhancement is included in the Configuration Package. No additional changes are required by the customer.
Permissions for Company Administrators
Company Administrators now have permission to access all System Information features in the Company Workspace admin mode navigator.
This enhancement is not included in the Configuration Package. Customers may update the Access Control for Company Level functionality as desired.
Project Status BP
In the Project Status business process, linked elements Schedule Start Date (ue_prj_ProjStartDateDP) and Schedule Finish Date (ue_prj_ProjFinishDateDP) to the BP forms, log, find, integration, external data model and custom print.
This enhancement is not included in the Configuration Package. Customers may update the Access Control for Company Level functionality as desired.
Release 24.1
Updated Data View and Data Model
The ue_proj_detail data view and uuu_3 data model are updated with additional project attributes and a risk table.
Implementation Note: This change is included in the Configuration Package; no additional changes are required by the customer.
Last Published Monday, December 23, 2024