1 New Features
1.1 New Letter Template Field: Organization Name
The Organization Name contact field can now be added to letter templates.
1.2 Roll Forward Fiscal Year Plan Risk Assessment Elements
When creating a new Fiscal Year Plan, you will now be notified if a FYP was created for your institution for the previous year. If a FYP exists for the previous year, you will then be able to view and import its Risk Assessment details into the new FYP. You can customize which details roll over and edit them as needed.
1.3 Import Limit Removals
We’ve lifted import limits for Procedures and Closing Case Checklist questions.
1.4 Updated Risk Button Terminology
The label for the “Insert” button on the Risk Factor Template, Fiscal Year Risk Template, and Project Risk Template has been updated. The new label is based on the Risk Factor field Terminology Configuration setting:
For example, if the Display Name is set to “Risk Factor,” the button will now read “Add Risk Factor.”
2 Bug Fixes
ID | Description |
|---|---|
97074 | On the Action Log and Attachments tab, the sequence number now corresponds with the file name (display index). |
97332 | Resolved a bug where Project Audit Template field entries were not populating into letter templates as expected. |
98788 | Addressed an issue where TimeXpress data was not populating into the Project Cost tab as expected. |