1. ALL REGIONS
FEATURES
[#1893] Resource Scheduler – Utilization Report
A new ‘Utilization report’ has been introduced in Pulse > Reports section. This report summarizes bookings by user for a selected reporting period and is a vital part of Resource Management toolset in Pulse. It also shows overall working capacity and each user’s utilization – meaning the ratio of project booked time against working capacity.
This report offers summarized data by department and whole office, trend charts showing individual days, weeks, or months depending on the length of the selected reporting period. Lastly, it compares real reported time in the Timesheets module.
All the data can be exported in an Excel spreadsheet with summary and detailed sheets.
This report should help with balancing the resource planning over time, finding free capacity in specific departments and evaluating real timesheet data against this.
[#68260] FEATURE: New Custom Retainer Report
A new report in the Reports section called ‘Retainer Report’ shows timesheets per project where every month is represented by the sum of all timesheet hours and timesheet rate value. Every project can be expanded to display individual user’s timesheets per month.
All the data can be also exported to an Excel sheet in the Summary view by project and Detailed view by project and user.
At the bottom of the report are summary rows in the following structure.
Summary rows
- Timesheets total – total sum of timesheet hours and value per each month.
- Estimates - is a total sum of Estimates. This row is an equal split of approved estimates value across each project duration This value is summarized for each month across all projects in the selection. The related filter offers Estimates Total, Estimated Time and Fee, or just Estimated Time.
- Variance - a difference between ‘Estimates’ and ‘Timesheets Total’ summary rows
[#68266] FEATURE: New Project Finance Report
A new Excel report providing detailed financial information for one project has been introduced in the Project > Finances tab > More actions. This option is called “Project Finance Report” and exports data in several sheets in Excel. The available sheets are:
- Project Info – basic project information
- Finance Summary – all the financial summaries used in the Project List and Finance Snapshot
- Estimates – list of all estimates on the project with information about the linked POs and Invoices to this estimate
- POs – list of all purchase orders with information about the linked Estimate and Agresso statuses – ordered, received and paid, if available
- Invoices – list of all invoices with information about the linked Estimate
- Agresso Actuals – detailed information about Agresso transactions on the project. This is used for calculating Actual Costs and Invoices in the Finance Snapshot.
- Billing report – detailed list of all estimate lines on the project with information if these were used in a PO, or Invoiced. The detail also compares the estimated amount with the actually purchased, resp. invoiced amount.
[#69196] Feature: Add ‘loading graphic’ for Scheduler Infinite Scroll
A new graphical indication that Resource scheduler data is still rendering on the screen has been added. This can be found in the right bottom corner of the Scheduler.
[#69307] Feature: Direct link to queue a single project recalculation
Pulse Superusers can recalculate the Finance Snapshot metrics per one selected project on demand.
[1917] Project Amendments to V2
We’re excited to announce improvements to Project Amendments functionality in Pulse! These updates ensure smoother workflows and better alignment with your needs:
- Improved Line of Business Updates: Line of Business data now syncs correctly with the Master File, enhancing data accuracy and reliability.
- Main Job Amendments Fix: You can now update the Invoice (Inv) flag directly in Pulse when amending Main Jobs—no more manual adjustments.
- Work Category Amendments Resolved: Amending work categories is now fully functional and can be done seamlessly in Pulse.
Activity Update Enhancements:
Date and work category adjustments for projects now leverage REST APIs, eliminating the “processing” step when changing project dates. This is available for the US with their upgrade to Unit4 version 7.13.
Note for UK/EU Users:
The UK/EU timeline for upgrading to version 7.13 is still in progress. Until then, project date amendments will continue to use SOAP to maintain functionality.
[66833] Feature 1: Alien User as a Project Owner / Account Manager
We’ve improved who can be Project Owners and Account Managers in Pulse by allowing any user with a Global Worker Resource ID (renamed from Alien User) in an alternative ledger to be a PO/AM!
A new filter has been added to improve the accuracy of valid Project Owners and Account Managers. This filter ensures users meet the following criteria:
- Active and valid in both Pulse and Agresso.
- Hold roles as Account Manager, Project Manager, or Operations.
- Belong to the same ledger as the office/project
- Or has a valid resource ID in an alternative ledger
These updates are applied across Project Defaults, Project Wizard, Finance Profile and Project Amendments to ensure consistent functionality everywhere.
Enhancements
[#68263] Project List Improvements
We have added Master Project and Sub Project information in the Project List. All the financial figures are included in the new Finance Snapshot. These are for instance: Estimated Time, Estimated Fee, Estimated Costs, and their equivalents on the Actual Costs side. Resource Booking metrics have been also added as new columns in the Project List.
[#68264] Finance Documents Improvements
A new option to allow the display of finance documents and related PDF documents without decimal numbers has been implemented. This is a standard in some Asian countries.
We have also updated finance documents PDF printout and removed the gray backgrounds to save ink when the document is printed.
[#69195] Enhancement (FE): Restrict the Scheduler data “Pre-load” period to only visible area
Resource Scheduler data load optimization has been introduced. Scheduler now loads less data and is based on the selected zoom level (Daily, Weekly, Monthly). This improves Scheduler performance.
[#70839] BE: Finance Detail Report > new Deliverable Tracking Code
A new Deliverable Tracking Code related to the Product Deliverable items in Finance Documents has been added in the Finance Detail Report V2. This code is required to global Sanofi reporting.
[#63619][#67212] Export Agreements
We have introduced an Export Agreements feature in Pulse! This enhancement makes it easy to download and review agreement data directly from the system.
Export Agreement Details:
- Handshake Agreement Name
- Type
- Source Office
- Borrowing Office
- Agresso Contract Client (displayed as [Agresso ID] Agresso Name)
- Master Client (displayed as [Unique Code] Master Client Name)
- Brand (displayed as [Unique Code] Brand Name)
- Product (displayed as [Unique Code] Product Name)
- Project Finance Type
- Is Financial
- Status
- Created At and Updated At dates
Permission-Based Exports:
Users can only export agreements they have permission to view, ensuring data security and compliance.
Custom Export File Name:
Export files are named in the format YYYYMMDD – Agreements Export, making it easy to track when they were generated.
User-Friendly Access:
The export functionality is accessible from the Agreements tab in the Address Book.
This new feature streamlines agreement management and enables teams to easily analyze agreement details offline.
FIXES
[#71320] Bug: DIH Customer Invoice Sync Erroring
Issue: When processing customer invoices for the DABIRD office, an error occurred during the sync process, preventing invoices from being downloaded from Agresso and attached to jobs. This issue did not affect other German offices.
Root Cause: The problem occurred when the sync tried to process a large number of invoices (over 500). The system hit a limit, causing the error and preventing updates to records. Each time the sync ran, it tried to process 580 records, but none were successfully updated.
Solution: We’ve addressed the issue by improving how the system handles large invoice batches, ensuring that it can process the data without hitting resource limits. This fix ensures that invoices can now be downloaded and attached to jobs as expected.
Impact: This fix ensures that invoices for DABIRD will now be correctly processed and attached to jobs, preventing the sync from failing.
[#67292] Fix: Reset Filters button not working in the Task List & Task Explorer
Fix for a bug in which clicking the ‘Reset’ button was not clearing the fields in the Task List or Task Explorer.
This has now been fixed and is working as intended.
[#69808] Enhancement: Widget State – No Data
Finance Snapshot enhancement showing better message in case swhen there are no projects matching the applied filters combination.
[#69416] Fix: Update US formula for Actual Timesheet Hours
Change in the Finance Snapshot calculation for US market. This change affects Actual Timesheet Hours value.
[#71107] Bug: Report Widget (Bar and Pie) – ‘Intervals’ not working
The Report widget used in our Portals Pages was not displaying data in the graphs associated with this Widget. This has been fixed so the intervals for the relevant data are now displaying as intended.
[#62129] Bug: Booking FORM > Add Dates Validation
A new validation on the Booking dates has been added in the Booking form in the Resource Scheduler.
[#70110] Enhancement: BE: Remove users who are not bookable
Utilization report optimization which only shows bookable users in the report.
[#70455] Bug: Split booking lose the assigned color once the page is refreshed
Fix to maintain custom booking colour when split function is used in the Resource Scheduler.
[#70608] Failed Financial Transaction notification takes user to V1
Issue: The “Failed Financial Transaction” notification email was linking to a V1 page, which caused confusion for users. The link needed to be updated to point to the newer V2 version of the page.
Root Cause: The notification was using the old V1 link format, which was incorrect and did not align with the updated system.
Solution: The link in the “Failed Financial Transaction” notification has been updated to use the new V2 link format. This change ensures that users are now directed to the correct page in the system, improving the user experience.
Impact: Users will now receive emails with a V2 link, making it easier for them to access the relevant financial transaction page without encountering outdated links.
[#70452] Bug: Project titles extending outside the bar on the Schedule view
In the SOW Planner there was a CSS bug causing the title of the project to extend beyond the confines of the bar displaying the project in the schedule view. This has now been fixed so that title will truncate to remain contained inside the bar.
3. TECH DEBT
[#66417] Move JCR Sync to V2
The recent update involves a refactor of the existing sync process for Agresso UK to improve the integration of JCR (Job Costing Reports) with Pulse. This includes transitioning the sync from the older v1 structure to the new v2 system.
Key changes include:
- A migration of the sync modules and templates to ensure proper connections between Pulse and Agresso for JCR reports.
- Updates to the UK-ledger sync setup, where the appropriate ledgers are now enabled for syncing, and those not in use are disabled.
- The creation of a new CLI command to allow users to sync JCR reports by ledger, ensuring smooth operations with the new system.
- A new Ajax route has been implemented to allow syncing via a standard permissions route for JCR reports.
In addition, a fix for timezone differences on the sync page ensures that the “Last Run” and “Last Update” times are displayed correctly, considering both the database timezone and UTC conversion.
[#70986] Bug: Supplier Sync country code check
This update addresses an issue with the Supplier Sync, where errors were reported by New Relic indicating that the ‘country_code’ was missing or not recognized as a valid array element. The goal was to ensure that the sync process continues smoothly, even if the ‘country_code’ or other fields are missing.
The fix ensures that the sync no longer fails when the ‘country_code’ or similar fields are absent, preventing interruptions in the process and improving the stability of the Supplier Sync.
The system has been tested to confirm that the sync runs without errors, even in the absence of specific data fields. This change helps ensure more reliable syncing without failures due to missing information.