2023.41: Email Contacts, Sales field, Constraints and Permissions

Created by Kenneth Abad, Modified on Thu, 12 Oct, 2023 at 2:57 PM by Kenneth Abad

Features:

General Changes:

Email Modal Contact Update (US-5649,5615,6041): We have implemented a smarter mechanism for sending emails, given what is being emailed, by auto-populating the To and CC dropdowns in a targeted way. The email modal will no longer populate ALL contacts for the vendor/client, and will only populate the relevant emails.

For a more detailed breakdown, click here.

Sales field on Client Details (US-5983): We have added a 'Sales' field to the Client profile. The field has a dropdown menu to assign any user in your company. A sales person can be assigned upon client creation or after creation. It is not a required field, but can be reported on.

Projects Changes:

Timeline Improvement - Constraints (US-5398): We have added some additional function to the Auto-Schedule feature on the Project Timeline. We have given projects, tasks, and milestones constraints that will tie them to the other projects/tasks/milestones that are linked.

In order to use this new feature, go to your project timeline and turn Auto Schedule on. New columns will appear for "Constraint Type" and "Constraint Date". The tasks will default to the "As Soon As Possible" rule, and can be changed in either the sidebar, or by clicking the task/milestone/project and opening the modal.

Constraint Type	Outcome
As Soon As Possible	If this constraint is set to an independent task, the task starts on the specified date. If this constraint is set to a dependent task, the task starts as soon as its predecessor tasks end.
As Late As Possible	If this constraint is set to an independent task, the task ends at the same time that the project does. If this constraint is set to a dependent task, the end of the task coincides with the start of its immediate successor task.
Start No Earlier Than	the task can start on the specified date or after it.
Start No Later Than	the task can start on the specified date or before it.
Finish No Earlier Than	the task can end on the specified date or after it.
Finish No Later Than	the task can end on the specified date or before it.
Must Start On	the task can start exactly on the specified date.
Must Finish On	the task can end exactly on the specified date.

The constraints can be applied to a Timeline Template and will persist once added to an active project.

Projects Permissions Update (US-5907): We have consolidated the permissions that affect the Projects portion of Umbrava.

The 'Manage Project' permission encompasses the below permissions:

Edit 'Assigned To'
Edit 'Billing Date'
Edit 'Deadline'
Edit 'Location'
Edit 'Name'
Edit 'Scope'
Edit 'Source Job #'
Edit 'Source Purchase Order #'
Edit 'Status'
Edit 'Type'
Link Work Order
Unlink Work Order
Flag
Export
View Audit

We have adjusted the following permission:

Add Project → Create Project

We have changed the Project Notes permissions to cover the Scratchpad which is now in the Project Notes permission section.

Bug Fixes:

Edit interrupted on Master Tasks List when page updates (US-5620): We have fixed a bug that was preventing an edit on the Master Tasks list due to the page updating.

Umbrava Timeline issue for Milestones (US-6031): We have fixed a bug that was displaying the end date on the timeline as the day prior to the day set.

Milestones Counted In Missed Start/End Work Summary Tile (US-6124): We have removed Milestones from being counted in the Missed Start and Missed End Work Summary tiles.

Project Timeline randomly becomes non editable (US-6141): We have fixed a bug that was causing the Timeline to no longer be editable.

Auto-Schedule setting does not persist on Timeline (US-6142): We have fixed a bug that was causing the Auto-Schedule function to not persist on a Project Timeline through reloads and leaving the timeline and returning.