Project Insight 18.12.1 Release Notes


Our PI Integration for Salesforce app has been approved! Now available in the Salesforce marketplace

API: Expense Entries models and properties now available

API: Project Allocation filter models and properties via the Web API

API: Project model properties now allow filtering based on Inactive and Archive status

Project Methodologies add-on: Updated the Sprint add/edit form

Continued improvements to the QuickBooks integration

Users can now select different themes to change the font color and change font sizes in the User Preferences

Proposal: Now allow Related Items for attachments

PMO Manager can now add a Proposal to any project

Project & Task Comment Filtering Status on Project & Task Reports has been made into a hidden feature, left on for workspaces using the feature, for others the filters are removed from the report

Import a project schedule from Excel - now in Beta!

New spinner buttons now prevent double-click duplicates! Yay!

You may also notice new 3 Dot Animations for our buttons when clicked


Improvements to the Add Receipt feature when entering Expenses

Add Project from Proposal consistently links the Proposal to the Project

Proposal: Default expense code now transfers to the proposal expense line item consistently

Allotted hours now an available row in the Portfolio Allocation report

Charts now show a wider display of colors - not just green and orange

Issues related items now display thumbnails like all other PI item types

Online 1/4/2019
Margaret Campbell
Updated on: