These release notes were last updated November 30, 2022. Information on this page is subject to change.
Release Summary
Here's a quick overview of the updates in this release:
- We moved the cog wheel to under the main header
- The data migration process has been improved
- Balances To Date section has now been added
Release Dates by Environment:
- Train - CA: 10/26/22
- UAT - US: Begins 10/26/22 and completes 11/2/22
- Train - SG: 11/8/22
- Prod - CA: Begins 11/29/22 and completes 12/1/22
- Prod - US: Begins 11/29/22 and completes 12/8/22
- Prod - SG: 12/6/22
Detailed Release Notes
New and Enhanced
- We made some changes to the look of Fund Manager. The changes will not impact functionality. The most notable change is the location of the cog wheel, which can now be found underneath the header.
- The Accounts Receivable (AR) object code group type has now been added, allowing users to configure table data.
- The Balances To Date section has now been added with Accounts Receivable, Revenue, Total Awarded and Total Budgeted balances for a quick view of these balances.
- The Total Awarded balance is only populated for customers that have the Grants Product and comes directly from the Proposal Award Figures.
- The Accounts Receivable Balance is automatically calculated with the cumulative balance of all object group type code = AR.
- Total Budgeted Balance is automatically calculated from all budget transactions and should equal the total budget column in the detail.
- Revenue Balance is automatically calculated with the cumulative balance of all object group type code = R.
- When a user's first and/or last name is edited in Admin, the updates now sync to Fund Manager’s User Management settings.
- The ability to limit user with no Salary Access to specific Filter and Reports.
- The Projections feature is now called Forecast.