Altus First Release - August 16, 2024

High

Potential for system impact, test item as a matter of priority, refer to notes

Medium

Testing should be undertaken prior to General Availability

Low

Testing recommended, item unlikely to cause issues at General Availability

Ref # 

Description 

Priority 

#24609 

• Collaborative document creation and management 
   

• • Insert Altus project data into Microsoft Word and keep it updated over time. 

• • Use templates generated by other Altus users. 

• • Brand, style and format documents, including those sections with Altus data. 

• • Leverage the power of Microsoft Word and the Microsoft 365 suite to collaborate with others on documents. 

• Project lifecycle document templating made easy

• • Easily create project templates that can be connected to any Altus project you like. 

• • Share templates with colleagues, making standardised advanced document creation straightforward. 

L

# 26321

Create a resource plan from an Altus schedule in a single click.  

This new functionality helps the user to create a plan from previously planned and assigned tasks in Altus. In addition to improving efficiency for a project manager, this also reduces the chance of manual error due to double entry. 

The Resource Plan is created by aggregating the effort per resource, adding the resources to the plan, and then synthetically spreading the effort equally from the start date to the end date of each task. 

Please see here for more information about creating a Resource Plan from your schedule. 

L                                                         

#27126

Displaying an appropriate dialog message to the user if they attempt to ‘create plan from schedule’ when the project is linked to an external schedule or has committed effort. Creation of the Resource Plan from the schedule is only available for schedules using Altus Tasks and for plans that do not have committed hours yet.  Support for other project types is coming soon, and this restriction will be lifted. 

L 

#27430 

Updated dialog message when user attempts to create a Resource Plan from Schedule for an External Schedule. 

L 

#18067 and #25835 

In the Resource Plan, Project Managers can now edit Proposed values after the Resource Manager adds fulfilment rows.  

This is useful for Project Managers who wish to continue negotiation of resource requirements with the Resource Manager. This also helps Pproject Managers keep their proposed numbers up to date which can be critical when generating forecasts in Finance which will use the Proposed column from the Resource Plan.  

This behaviour can be disabled in the system settings if required. 

M 

#26244 

Resource Demand Data Granularity: When entering committed hours manually for a request at a zoom level higher than daily, the system will match the contour of proposed hours on the requested days instead of spreading evenly across the period. Please see here for more information about Resource Plan Data Granularity. 

L 

#26245 

Resource Demand Data Granularity: When fulfilling a request or entering committed hours manually for a fulfilment request it will match the contour of proposed hours on the requested days for the parent request instead of spreading evenly across the period. 
Please see here for more information about Resource Demand Data Granularity. 

L 

#26323 

Updated the Resource Plan Show/Hide menu to include section headings for easier navigation. 

L 

#26330 

Overcommitted icon will display on Resource Plan, Resource Demand and Resource Heatmaps if there is an overcommitment for that Resource, even if that overcommitment is at a granularity lower than the current view’s zoom level. 

L 

#27128: 

When creating a project and opening the Resource Plan for the first time (or before any view configuration): 

• The column headlines text is displayed in full, 

• The overall totals are hidden (until the user sets this to visible), 

• The committed column is hidden until committed values are added, or if the user sets it as visible. 

L 

#25772 and #26272 

Foundational work has been completed to allow the internal storage of MPP files to facilitate enhanced assignment by day reporting product features. This will consume file quota instead of database quota. More information will be provided as these features are released. 

L                                         

#25775 

An API is now available to generate the AssignmentByDay data for a project based on the Altus Schedule. This API will synthetically calculate the hours per day per resource/task based on the schedule tasks and their assignments. 

L 

#26642 

Changed the show/hide total icon for Resource Plan and Finance Grid to avoid confusion with other similar icons. 

L                                   

#24077 

Gantt export is disabled if there are no tasks on the grid. 

L 

#24600 

When a Project changes ownership to an individual user, any custom entity records related to the Project (as configured in the related configuration setting) will flow that ownership change to the individual (the same way it does currently for Team ownership changes). 

M 

#25467 

Added server-side check to prevent duplicate timesheet rows from being created. 

L 

#27288 

Adjusted the Schedule to use virtualisation to improve performance. 

M 

Item 

Description 

#24083 

Ensured that Resource to Finance sync will re-use a Financial Item previously created by Timesheet to Finance Sync if Timesheet to Finance Sync is run first. Resolved some edge cases which resulted in duplicate transactions in specific data scenarios. 

#24112 

Ensured that users cannot delete external tasks from the Child Tasks sub-grid. 

#24175 

Fixed a timesheet-to-finance sync issue where values with a decimal precision greater than two would falsely continue to notify that updates are available. 

#25044 

Resolved a bug impacting Financials, Resource Requests, Resource Demand, Timesheet and Tasks where numbers were unable to be entered under some circumstances due to a precision rounding. 

#25085 

Addressed issue in AttributeOwnershipAndRoles plugin server function to increase scalability capacity for child records to be reassigned during project/program/portfolio ownership change. 

#25435 

Removed Portfolio field from Lessons Learned Views (Portfolios do not have an association to Lessons Learned). 

#25802 

Resolved a bug where tasks are not initially synced upon project creation with a linked Planner plan. 

#25889 

Addressed an issue where 1% project progress could appear as 100% percent complete in custom grid visual for some circumstances. 

#25966 

Due to Microsoft acknowledged issues with the Power Apps Calendar control, we have removed that option on the calendar exceptions grids, pending Microsoft providing a resolution to the issue. 

#25986 

Improvements made to the process that shifts External Project Picker + Project Group Owner controls to the right of the tab list. They should now appear consistently in the correct order. 

#26014 

Addressed a bug in Timesheet-to-Finance sync where parent financial items of synced transactions were not preventing manual actuals from being entered. 

#26126 

Addressed an issue where the task hierarchy tree didn’t appear when the effort remaining column was removed from the schedule grid view. 

#26139 

Adjusted the status update Schedule KPI – default calculation has been aligned with the documented +/-10% formula. The “under” condition is now fixed. 

#26261 

Resolved an issue where Timesheet to Finance Sync would fail if there was a Timesheet for a Bookable Resource who had been deleted. 

#26434 

Addressed an issue where the Altus schedule will fail to load if the external project link is not intact. The schedule will now load in a read only mode until the project link is repaired. 

#26492 

Resolved an issue where in some scenarios, external summary tasks were not correctly being deleted in Altus after being deleted in the source external system. 

#26716 

External project picker control: Improved task sync stability by adding a 5-minute lock on project link/unlink actions. 

#26812 

Resolved issue with Documents folder name when projects have a name longer than 50 characters and the Open in Teams button is used. 

#26972 

General Stability update for Altus PFTW edition. 

#27516 

When attempting to unlink an external project has 300 or greater tasks, a warning message will appear informing the user that this operation may take a long time. 

#27520 

Rectified scenarios where linking unlinking dialog contained the incorrect content.