OCT 2024 - Major Release - 1.366

    Tuesday, October 8, 2024By: Karen GuanzonIn: Knowledge Base Print

    See below for what's coming with Inspire Planner's October 2024 (1.366) Major Release.

     

    Released To:

    Sandboxes: October 21, 2024 at 10 PM ET
    Production: November 4, 2024 at 10 PM ET

     

    Available In:

    Sandboxes: October 22, 2024
    Production: November 5, 2024

     

    Premium + Production Upgrade Deadline: December 2, 2024

     

    Lightning Web Components (Project Gantt, Portfolio, Resources)

    This section contains new features, enhancements and fixes specific to the Lightning Web Components - Gantt LWC, Portfolio LWC, and Resource LWC. 

     

    Item #

    		 

    New Features

     

    Description

     

    Impact/Action Needed

           
    GLWC-290 Project - Option to display Name vs Avatar in Assigned To column 

    A new project setting called "Assigned To Display" has been added which allows users to specify what to display in Assigned To column - either the resource's name or avatar.
     

    For more information, please see Gantt LWC - Display Resource Name vs Resource Avatar

    		 

    If you have custom permission sets, you will need to edit them and grant read and edit access to the following field in Project object:

    • Assigned To Display
           
    GLWC-361 Project - Default External Project Layout 

    A new setting called "Default External Project Settings" has been added to the Inspire Planner Settings page. This allows you to define the default columns displayed in the Project Gantt for Experience Cloud users.

    		 Admin Guide - External Default Project Setting 
           
    GLWC-366 GA BETA - Project - Insert multi-templates 

    This new feature allows users to select and apply multiple templates to an existing project.

     

    This feature is only available in the Gantt LWC and is not available in Gantt VisualForce.
     

    For more information, please see Gantt LWC - Insert Multiple Templates

    		 Admin Guide to follow
           
    GLWC-372 Project - New Component Setting to Hide Project Start/End Date 

    We've added a new setting in the Gantt LWC that allows you to hide the Project Start/End Date Setting. 

     

    This setting reduces the risk of unintended changes to project timelines, ensuring better project control.

    		 Admin Guide - Hide Project Start or Project End Date Setting
           
    GLWC-389 Project - Add WBS and Level to Project Task 

    WBS and Task Level fields are have been added to the Project Task object, which then stores the WBS and Task Level values. This makes it possible for users to then report on these values.

    These fields have also been added to the list of available columns to display in the project Gantt.
     

     

    		 If you have custom permission sets, you will need to edit them and grant read and edit access to the following fields in the Project Task object:
    • WBS
    • Task Level

     

    These fields will be blank for existing projects and will populate when a user opens and saves the project.

           
    IP-563 GA BETA - Resource LWC - Ability to create Attribute Groups 

    You can now create Attribute groups in Resource Attributes and define the operator between attributes in the group.

     

    In the Resource Utilization tab, you are then able to search for resources by individual attributes and/or attribute groups.

    Preview this feature
     

    For more information, please see Managing Resources with Resource Attributes

    		 

    If you have custom permission sets, you will need to edit them as follows:

     

    Attribute Relationship Object:

    • Grant read, create, edit, and delete object permissions
    • Grant read and edit access to all fields in this object.

     

    Resource Attribute Object:

    • Grant read and edit access to the following fields:
      • Group
      • Group Operator
      • Number of Related Attributes
           
    IP-315 GA BETA - Resource LWC - Project and Resource Hierarchy 

    This new feature allows you to see tasks grouped by project and by resource in Resource LWC. You can now see total effort per project per resource.

     

    For more information, please see Resource LWC - BETA - Project and Resource Hierarchy

    		 No action required
           
    IP-337 GA BETA - Resource LWC - Additional Filter Options 

    New filter options have been added to Resource LWC to allow you to search for resources by attributes, resource name or project.

     

    For more information, please see Resource LWC - BETA - Additional Filters

    		 No action required
           
    GLWC-316 GA BETA - Resource LWC - Re-assignment of Tasks via drag and drop 

    This new feature allows you to view utilization of project team members in the project Gantt. It also allows you to re-assign tasks from one resource to another via drag and drop and see utilization updates in real-time.

    Preview this feature
     

    For more information, please see Resource LWC - BETA - Resource Scheduler

     

    		 No action required
           
    IP-616 GA BETA - Resource LWC - Add Resource to Project Team  

    This feature allows you to add resources as project team members to projects, directly from the Resource Utilization component.

    Preview this feature
     

    For more information, please see Resource LWC - BETA - Add Resource to Project Team

    		 No action required
           
    IP-617 GA BETA - Resource LWC - Project-Based Allocation Model 

    This introduces a new project-based allocation/assignment model. Instead of viewing resource utilization by task, you can now assign resources at the project level, defining their assignment timeframe and % allocation (or hours) in the project. This provides you with the ability to see resource utilization by project.

    Preview this feature
     

    For more information, please see Resource LWC - BETA - Project-Based Allocation

    		 

    If you have custom permission sets, you will need to grant read and edit access to the following fields on the Project Teams object:

    • % Allocation
    • Allocation Model
    • Assignment Finish
    • Assignment Hours
    • Assignment Model
    • Assignment Start

     

    And grant read permission to the following fields:

    • sysAssignmentFinish
    • sysAssigmentStart

     

     

           
    IP-631 GA BETA - Resource LWC - Portable Utilization Component in Project Team 

    The Resource Utilization component is now portable, which means that it can be added to the Project Team tab in the Project. 
    Preview this feature

    		 Admin Guide to follow
           
           
           
      

    Enhancements

     

    Description

     

    Impact/Action Needed

           
    GLWC-343 Project - Enable Multi-select Filter for Assigned To and Picklists 

    You can now select multiple values in the Assigned To and picklist columns in the Column Quick Filter Bar. An "OR" operator is applied between values. For example, if you select both "John Smith" and "Luis Figo" in the Assigned To column filter, it will return project tasks assigned to either resource.

     

    This enhancement improves data filtering, making it easier to manage and view multiple resources or picklist options simultaneously.

    		 No action required
           
    GLWC-368 Project - Make Salesforce Task Subject Linkable The Salesforce Task Subject in the Task Assignment dialogue is now an active link. When users click on the link, it opens the Salesforce Task in a new browser tab. This makes it easier for users to navigate to the related Salesforce Task record. No action required
           
    GLWC-387 Project - Add Validation to prevent task deletion for users without delete permissions 

    When a user who does not have delete permissions to project tries to delete a task, a warning dialogue now displays and prevents the user from being able to delete the task.

     

    Additionally, the delete option in the right-click context menu is disabled for users who do not have delete permissions for the project.

    		 No action required
           
    GLWC-403 Project - Add text hover to Item Name and Description When you hover over the Item Name or Description fields in the Checklist Item component, it now displays the entire text in a tooltip. No action required
           
    IP-680 Gantt LWC Component - Default Subject Width and BETA Label We've removed "Beta" in the Gantt Lightning Web Component (Gantt LWC) name. We also increased the default Task Subject column width. No action required
           
    IP-571 Resource LWC - Ability to link directly to the Project Task, not just the Project In the Utilization Tab in Resource Management, the Task Subject is now an active link that allows you to go to the Project Task directly. No action required
           
      

    Resolved Issues

     

    Description

     

    Impact/Action Needed

           
    GLWC-217 Project - Custom look-up field in Checklist Items produces error Custom look-up fields are now supported when added to the Checklist Item field set. No action required
           
    GLWC-348 Project - Deleting nonworking days deletes the last row When deleting nonworking days, it now deletes the correct nonworking day instead of deleting the last row (last nonworking day in the list). No action required
           
    GLWC-362 Project - Salesforce Task Subject not populated when record type exists The Salesforce Task subject now correctly populates for assigned tasks, when the Salesforce Task Recordtype custom setting is populated.  No action required
           
    GLWC-398 Project - Deleting tasks with Filter applied results in blank rows When a filter(s) is applied to a column in the project to narrow down project tasks, deleting project tasks now correctly recalculates and adjusts the row numbers of remaining tasks. No action required
           
    IP-664 Resource LWC - Error handling for Resource Already Exists We've added error handling in the Resource Scheduler component so that when you attempt to assign a task already assigned to the resource, a notification message displays, and prevents you from proceeding. No action required
           
    IP-596 Gantt LWC - Conversion Toolkit - "Violation Detected" not being set back to FALSE 

    The "Predecessor Violation Script" flags "Violation Detected" as TRUE for tasks rescheduled to start before their predecessors, helping users identify tasks needing adjustments before converting projects from Gantt Visualforce to Gantt LWC.

     

    After applying a "must start on" constraint or negative lag, users can now re-run the script, which will correctly set "Violation Detected" back to FALSE for corrected tasks.

     

    To leverage this fix, customers need to download the latest version of the Conversion Toolkit.

    		 

    Salesforce Production Environment:

    If you have already installed the Gantt LWC Conversion Toolkit in your Salesforce Production environment, you will need to update it using this link

     

    Salesforce Sandbox Environment:

    If you have already installed the Gantt LWC Conversion Toolkit in sandbox environment, you will need to update it using

    this link

     

    Legacy Components and Other Items

    This section provides updates on our legacy components, including Gantt Visualforce, Portfolio Visualforce, and Resource Allocation, in addition to detailing enhancements and fixes across various aspects of Inspire Planner like Inspire Planner System Jobs and the External Project Portal. While we continue to support these legacy components, we want to highlight our strategic shift towards prioritizing development on Lightning Web Components (LWC). This move is in line with our goal to harness the latest Salesforce technologies for delivering solutions that are not only more efficient and scalable but also rich in features. We encourage our users to start considering the transition to LWC-based components, to fully benefit from the continuous innovations within Inspire Planner.

     

     

     

    New Features

    		 

    Description

    		 

    Impact/Action Needed

           
    IP-577 Time Tracker - Filter by My Time Only 

    A new field called "My Time Only" has been added to the Resource Profile object that will allow you to define whether the user only sees time entries they own in Time Tracking components.

     

    For more information, please see Time Tracker - User Settings    		 Admin Guide - Grant Access to Resource Profile

    You only need to complete the Admin Guide if you are using custom permission sets.
           
    IP-580 Time Tracker - Localization - Work Week 

    A new field called "Work Week Start" has been added to the Resource Profile object that allows users to define the work week start day. When the user opens Time Tracker, it references the Work Week Start to determine how to display the week.

     

    This localization feature makes the tool more adaptable to individual work schedules, improving user experience.
     

    For more information, please see Time Tracker - User Settings

    		 Admin Guide - Grant Access to Resource Profile

    You only need to complete the Admin Guide if you are using custom permission sets.
           
    IP-578 Time Tracker - Logged By Column This new feature provides you with an easier way of logging time on behalf of other users. When viewing time entries, a new "Logged By" column now displays so you can see who owns the time entry.

    This increases transparency and accountability for time tracking, and a simplified approach to logging time on behalf of other users.

    For more information, please see Log Time for Other Users    		 No action required
           
    IP-579 Time Tracker - Edit Only User Time Entries 

    A new custom setting called "User Can Only Edit Own Time Entries" has been added to Inspire Planner Config. When this is set to TRUE, users can only edit time entries they own.
     

    This prevents accidental changes to time entries by unauthorized users, protecting data accuracy.

    		 Admin Guide - User Can Only Edit Own Time Entries
           
    IP-678 Inspire Planner Settings - Job to auto-create Attributes for Roles 

    A new setting called "Synchronize resource Attributes with Roles" has been added to the Inspire Planner Settings page. This will run a job that will automatically create Attributes for all values in the Role picklist.

    		 Admin Guide to follow
           
     

     

    Enhancements

    		 

    Description

    		 

    Impact/Action Needed

           
    IP-640 Project - Update % Complete calculation to consider Agile and Task List Projects 

    The Project % Complete calculation has been updated to consider Agile and Task List projects.

     

    For more information, please see Project - How % Complete is Calculated

    		 

    If you have custom permission sets, you will need to edit them and grant read access to the following fields in the Project object:

     

    • Total Story Points
    • Completed Story Points
           
    IP-671 Beacon - Update Project Team Auto Create Logic Due to customer feedback, we have revised the logic used by the Beacon to create project team members.

    For more information on the revised logic, please see Project Team - Total Allocated Effort and Total Actual Effort    		 No action required
           
    IP-646 Salesforce Task View Lightning Component - Custom Labels You can now change the tab labels for the Salesforce Task View Lightning Component. 

    Admin Guide to follow

           
           
     

     

    Resolved Issues

    		 

    Description

    		 

    Impact/Action Needed

           
    IP-645 Project - Email Notifications still sent when Send Task Notification is FALSE Email notifications are no longer sent to users/contacts when a task is assigned to them in a Project where the "Send Task Notification" setting is FALSE. No action required
           
    IP-648 Project - Updates to Predecessors with Lag do not update related Sync Queue record impacting Ready-to-Start Updates made to tasks with predecessors and lag time are now correctly updating the existing Sync Queue record so that Ready-to-Start is set to TRUE on the correct date. If you have custom permission sets, you will need to adjust them to grant "Modify All" access to the Sync Queue object.
           
    IP-669 Project - Slippage/Duration calculation is inaccurate when WAWD is TRUE Calculation of slippage/duration for projects now considers whether "weekends as working days" is TRUE or FALSE in project settings. No action required
           
    IP-565 Project Team - Actual Effort doesn't update when Time Entry owner is changed When the time entry owner is changed, a "Team Rollup" sync queue record is now created and when the Beacon runs, it updates the Total Actual Effort in the resource's project team record. No action required
           
           
      

    Deprecated Items

     

    Description

     

    Impact/Action Needed

           
    IP-667 Project - Deprecate "Tasks Deferred" and "Tasks Without Status" We've deprecated the following fields in the Project object:
    • Tasks Deferred (inspire1_Tasks_Deferred_Rollup_c)
    • Tasks Without Status (inspire1_Tasks_Without_Status_Rollup_c)

     

    This means that you can choose to delete these fields in the project object which will provide you with the ability to create additional custom rollup fields, without hitting the limit of 20.

    		 No action required
           
    IP-522 Project Task - Deprecate Role Field 

    The Role field in Project Task object is scheduled to be deprecated as part of Feb 2025 - Major Release.

     

    To prepare your org, you should do the following:

    1. Migrate values from Role to Multi-Role (please see Admin Guide - Migrating from Role to Multi-Role
    2. If the Role field is included in a report or dashboard, remove it and replace with Multi-Role field.
    3. Remove Role in Project Task field sets and replace it with Multi-Role field.

     

    		 Please see description for instructions on how to prepare your org
           
    IP-685 Resources - Deprecate Resources Tab 

    The Resources tab is scheduled to be deprecated as part of Feb 2025 - Major Release.

     

    To prepare your org, you should do the following:

    1. Remove the Resources Tab from any apps where this tab has been added. 
    2. If you are still using the legacy Resource Allocation component, we recommend migrating to the Resource Lightning Web Component (LWC) and training your users to use this component instead. 
    		 If you are using custom permission sets, you will need to remove access to this tab.

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