October 17, 2024 - Fund Manager Release Notes v1

Information on this page is subject to change. This page was last updated October 17, 2024.

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:

• Project Effort refresh in look and messaging
• General bug fixes

Release Dates and Downtime

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

Downtime required: 5 minutes

Detailed Release Notes

New and Enhanced 

• Project Effort Improvements
  • The Financial Importer was updated to log data details when an import is reversed.
  • The user interface has been updated to include the ability to view rule validation checks directly from the Initialize Certification grid. Hovering over any rule violation will display a pop-up tooltip with details.
    
    
    
    
  • The button messaging used to navigate to the period details has been updated for improved clarity.
    
    
    
    

• We have also enhanced the certification notification messaging to ensure more effective communication.
  
  

Resolved

Issue: An Indirect Cost Transaction row was not being created from a Forecast Load to be available to view in the Reference Summary section.

Resolution: Now, the Indirect Cost Transaction row will be created in the Reference Summary section of Fund Details allowing customers to manage prior projections accordingly.

Issue: On the Non-Sponsored Funds Details tab, Codes and Names were being used inconsistently.

Resolution: All areas have been updated to use the correct format of code - name.

Issue: On the Non-Sponsored Funds Detail tab in the Search and Filter section, hover text was inconsistently used and caused confusion.

Resolution: All areas have been updated to remove the hover text from the user interface in that section.

Issue: The Quick Look Dashboard did not include all people with a salary paid on the selected fund unless they had a current or future distribution listed.

Resolution: Personnel will display on the dashboard now when they have actual salary paid-to-date or when they have distributions to other funds.

Issue: When the Indirect toggle is selected (turns red), it is supposed to apply only to encumbrance columns. However, the toggle was mistakenly affecting forecast or projection amounts, leading to duplication.

Resolution: This issue has been resolved, ensuring that when the Indirect toggle is applied, it affects only the encumbrance columns and not the forecast or projection amounts. Once the toggle is on (turns red), the incorrect duplicate projection amount is removed automatically, and the correct amounts are displayed.

(Ref ID: 25.01.42)