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January 25, 2024 - Fund Manager and Effort Release Notes

Emily Yeomans
  • Updated

These release notes were last updated January 25, 2024. Information on this page is subject to change.

Please note: In order to enable the following release changes to your environment, we recommend clearing your cache.

Release Summary

Here's a quick overview of the updates in this release:

  • Role-specific security updates in Fund Manager
  • Dashboard enhancements
  • Effort bug fix

Release Dates and Downtime

Release dates are subject to change. Release date changes will be noted in the Change Log column below.

Downtime required: 5 minutes per environment

Environment

Release Date

Deployment Time (PST)

*Convert to your timezone

Change Log
UAT-SG Jan 25 12:00pm  
UAT-CA Jan 25 2:00pm  
UAT-US Jan 25 2:00pm  
Prod-SG Jan 25 12:00pm  
Prod-CA Jan 25 2:00pm  
Prod-US Jan 25 2:00pm  

 

Detailed Release Notes

Enhanced: Fund Manager

  • Fund Dashboard date calculation and Quick Look general UI updates were made to the dashboard to ensure consistency across the application.
  • The following security updates have been applied to the Transaction Report:
    • Transactions with Object Type ‘S’ and ‘F’ can only be viewed by users with Salary role access (excluding Salary and Fringe).
    • Users without Salary access will see the following in Restrictions: “You do not have access to view Salary and Fringe Transactions due to your security restrictions.”
  • The following security updates have been applied to the Personnel Report for Salary Access Role Users:
    • The Report will limit the salary information a user is able to see based on the Personnel Limit-by Restrictions. These restrictions can be sent through an import template via SFTP or entered manually in the User Management Security Feature.
    • The following new template for importing this security data can be found in the Cayuse Community>Fund Manager and Project Effort Dictionaries and Templates: 

Security_ Personnel_Limit_By_YYYYMMDD.csv Template and Dictionary and can be found in the Cayuse Community.

Enhanced: Dashboard

  • Date calculation and Quick Look general UI updates were made to the dashboard to ensure consistency across the application.

Fixed: Effort

  • When transactions for a single fund totalling zero were imported into Effort, results did not display properly and caused a Critical Exception error. We have resolved this issue and all transactions will show in the detail area with the Fund showing on the Summary with a zero dollar amount and percentage.





(Ref ID: 23.01.04)

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