March 30, 2024 - Fund Manager Release Notes

These release notes were last updated April 8, 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:

• Enhancements: Fund Quick Look, Transaction Detail summary, Transaction Report
• Date range added to Non-Sponsored Funds filter
• Warning headers updated and removed
• General bug fixes

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

Detailed Release Notes

New and Enhanced

• Additional Enhancements have been added to the Fund Quick Look on the Fund Dashboard, featuring the ability to:
  • View Funds in the dropdown that can be selected when associated with a specific Cost Center (if Chartstring permissions given and the Cost Center is loaded on the Fund Code Table)
  • View Personnel paid on the project selected - displayed showing any current and future Salary Distributions along with the amount they have been Paid to Date. Available balances are displayed with the breakout between Direct and Indirect.

• The following updates have been made in the Transaction Detail summary and the Transaction Report:
  • Account 2 column has been renamed to Line Item Description
  • Character count has increased from 40 - 500 in the Line Item Description column (Transaction import template to be updated to reflect change)

• Date Range has been added to the filters area in Non-Sponsored Funds to provide users with a beginning balance as of a certain start date and provide totals of transactions incurred within that period in the applicable columns of Revenue, Expenses and Encumbrances, providing an accurate ending balance as of the end date selected

• We have removed the Warning header that was previously displayed on the Fund Detail by Object page.

Fixed: Effort

• A fix has been applied to the Effort Importer, preventing timeout errors during bulk imports.
• We fixed an issue that was causing the inability to allow all certifiers to see the people they need to certify for a specific effort period. We fixed an issue that was causing the inability to import more than one Certification period for an employee.
• The following Datatable issues have been resolved:
  • Datatable Error: Displayed when drilling down to Fund Balance by Object Code from Fund dashboard for the first time. 
  • Warning Message: Displayed when navigating to Fund detail for the first time.

(Ref ID: 23.02.15)