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title Automatic status change on pre-production completion implemented (3520)
From: Administrator > Web administrator > Configuration > Defaults tab A new option was added to the system: Change orders to 'In progress' once all pre-production tasks are completed If enabled (1), the status of orders will automatically change to “In progress”, making it visible to basic resources. Additional settings were also added to notify the resource in charge of the orders that the status was automatically changed (2). The standard task assignment notification can also be sent out for resources assigned to tasks within these orders (3). Info These notifications are not sent out immediately. The system will send them out every 15 minutes. If multiple orders changed status using this functionality within that time frame, a single email with all affected orders/tasks will be sent out. Image Removed added to the system: Change orders to 'In progress' once all pre-production tasks are completed If enabled (1), the status of orders will automatically change to “In progress”, making it visible to basic resources. Additional settings were also added to notify the resource in charge of the orders that the status was automatically changed (2). The standard task assignment notification can also be sent out for resources assigned to tasks within these orders (3). Info These notifications are not sent out immediately. The system will send them out every 15 minutes. If multiple orders changed status using this functionality within that time frame, a single email with all affected orders/tasks will be sent out. Image Added

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Projects improvements

The “Projects” functionality has undergone multiple changes to improve usability:

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title Projects can now be assigned to a sales person (4226)
From Sales > Project dashboard > Edit OR Project dashboard A new field has been added: Sales person. This field behaves the same way it does at the order level. For more details, please check the Sales person manual. Image Added

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Other improvements and changes

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title Added counters to Task types columns (4141)
“Connected resources”, “Connected teams” and “Used in templates” columns now indicate how many items are included in the list. Image Removed columns now indicate how many items are included in the list. Image Added

It is now possible to copy a resource’s properties to multiple resources at once.

This can only be done from Administrator > Web administrator > Logins.

1. Click on copy of the resource you want to copy from

2. In “Action”, select “Duplicate user’s properly”

3. Selected the properties to copy to the other resources

4. To copy to multiple resources, click on the magnifying glass next to “To:”

Image Removed

A new page will open to select the resources to copy to

5. Select the resources the changes should be applied to

6. Click on “Save & Close” to save your selection and return to the previous page

Image Removed

7. Click on “Duplicate” to finish the process

Image Removed

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title Added "None" as a previous task option (4129)
It is now possible to select “None” as an option in the “Previous task” column. Tasks with “None” as previous task will not have any requirements to get started. When choosing “None” as previous task, a blue alert will be shown stating that no Toolkit project will be inherited. Image Removed This option was also added to Bulk actions > Tasks > Previous task update Image Removed

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title Correction orders with multiple languages (3617)
Fixed an issue that would only import the project of the first selected language in correction orders with multiple languages. Note Action required: The first task of the correction product needs to have “None” as a previous task. Image Removed

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title Unit reporting - color change (4169)
In orders with unit reporting, the icon will now turn green when all units have been reported. Image Removed

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title New loading indicator selector (4142)
Added a new loading indicator selector and five colors to choose from under Administrator > Web administrator > Configuration > Appearance tab: Image Removed

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title Resource report generator - added columns (4133 + 4134)
Under Finance > Billing > Resource report generator, there is now the “Supplier duration for billing” and the “Supplier duration in minutes for billing”, which will display the duration being used for the billing of tasks. Image Removed Info When “Use supplier duration for billing” is not marked, the “Supplier duration for billing” and “Supplier duration in minutes for billing” under Resource report generator (Finance) will show the order’s duration. Also under Resource report generator (Finance), the “Duration” and “Duration in minutes” columns are now showing the order’s duration and not supplier duration. Under My menu > Resource report generator and Finance > Billing > Resource report generator, the “Units reported for billing”, “Duration” and “Duration in minutes” columns now shows the value being used to calculate the task.

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title Roles and Role groups - added log (3090)
Added a changes log to Roles and Role groups pages. In Roles: Image Removed In Role groups: Image Removed

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title Task types - added "Used in templates" column (600)
Added a column called “Used in templates” in Administrator > Tables > Task types to show in which templates a task is used. Image Removed

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title Assignment dropdow menus height and orientation (4221)
Under Sales dashboard > Tasks tab, the size of the assignment dropdown menus has been increased. Image Removed

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title Automated file distribution - failed delivery notification added (4140)
A new section has been added to the Automated file distribution (both Email or FTP/S3). If populated, the specified resources (either the resource in charge or the selected resources in “Recipients to notify”) will receive an e-mail notification if the automated file distribution fails. Image Removed Info The “Recipients to notify” field includes all resources with the Administrator, Department Supervisor or Manager roles.

Added "None" as a previous task option (4129)

It is now possible to select “None” as an option in the “Previous task” column. Tasks with “None” as previous task will not have any requirements to get started. When choosing “None” as previous task, a blue alert will be shown stating that no Toolkit project will be inherited. Image Added This option was also added to Bulk actions > Tasks > Previous task update Image Added

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title Correction orders with multiple languages (3617)
Fixed an issue that would only import the project of the first selected language in correction orders with multiple languages. Note Action required: The first task of the correction product needs to have “None” as a previous task. Image Added

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title Unit reporting - color change (4169)
In orders with unit reporting, the icon will now turn green when all units have been reported. Image Added

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title New loading indicator selector (4142)
Added a new loading indicator selector and five colors to choose from under Administrator > Web administrator > Configuration > Appearance tab: Image Added

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title Resource report generator - added columns (4133 + 4134)
Under Finance > Billing > Resource report generator, there is now the “Supplier duration for billing” and the “Supplier duration in minutes for billing”, which will display the duration being used for the billing of tasks. Image Added Info When “Use supplier duration for billing” is not marked, the “Supplier duration for billing” and “Supplier duration in minutes for billing” under Resource report generator (Finance) will show the order’s duration. Also under Resource report generator (Finance), the “Duration” and “Duration in minutes” columns are now showing the order’s duration and not supplier duration. Under My menu > Resource report generator and Finance > Billing > Resource report generator, the “Units reported for billing”, “Duration” and “Duration in minutes” columns now shows the value being used to calculate the task.

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title Roles and Role groups - added log (3090)
Added a changes log to Roles and Role groups pages. In Roles: Image Added In Role groups: Image Added

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title Task types - added "Used in templates" column (600)
Added a column called “Used in templates” in Administrator > Tables > Task types to show in which templates a task is used. Image Added

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title Assignment dropdow menus height and orientation (4221)
Under Sales dashboard > Tasks tab, the size of the assignment dropdown menus has been increased. Image Added

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title Automated file distribution - failed delivery notification added (4140)
A new section has been added to the Automated file distribution (both Email or FTP/S3). If populated, the specified resources (either the resource in charge or the selected resources in “Recipients to notify”) will receive an e-mail notification if the automated file distribution fails. Image Added Info The “Recipients to notify” field includes all resources with the Administrator, Department Supervisor or Manager roles.

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title Added functionality to copy a resource's properties in bulk (4127)
It is now possible to copy a resource’s properties to multiple resources at once. This can only be done from Administrator > Web administrator > Logins. Click on copy of the resource you want to copy from In “Action”, select “Duplicate user’s properly” Selected the properties to copy to the other resources To copy to multiple resources, click on the magnifying glass next to “To:” Image Added A new page will open to select the resources to copy to Select the resources the changes should be applied to Click on “Save & Close” to save your selection and return to the previous page Image Added Click on “Duplicate” to finish the process Image Added

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title "Job title" field of customer contacts is now a free text field (4222)
The “Job title” field within the customer contacts has been converted into a text field that can be populated freely, instead a dropdown menu, like in resource profiles. Image Added

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title "Purchase order" and "Internal purchase order" added to Name conventions (4220)
From Administrator > Web administrator > Name conventions The “Purchase order” and “Internal purchase order” fields, available in the order info and billing related pages, have been added to the Name conventions: Image Added

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title New field added: Production type (4209)
A new field has been added to orders: Production type This is a preset list that can be edited from Administrator > Tables > Production type. A column for this new new field is also available in the Sales dashboard > Orders tab. Image Added

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title New field added: Genre (4208)
A new field has been added to orders: Genre This is a multiselect field selectable from a preset list that can be edited from Administrator > Tables > Genres. A column for this new new field is also available in the Sales dashboard > Orders tab. Image Added

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Rewording

• “Billing messages” in the resource reports reworded to: Resource report messages (3923)

• The Display the “Mail file” column in Order files and Centralized file downloads role was reworded to: Can send files and file download links (3728)

• File lifecycle policy - multiple fields reworded to improve usability (3801)

• The Can put resource report on hold role was reworded to: Can change the “Billing hold” status in the Resource report page (3927)

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• The search field from the top ribbon will now display correctly aligned (3039)

• Fixed an issue that prevent the watch folder page to be accessed correctly from the Sales menu (3882)

• The Outgoing Orders & Steps and Outgoing Tasks tabs in the Supervisor dashboard will now save grids correctly (3867)

• When a step is deleted after deleting all its tasks/products, the target language column will now update correctly (3877)

• The “For billing” tab within a resource report will now show the correct value in the “Revenue per product”, “Cost per product” and “%Profit/Loss per product” columns (3581)

• Fixed an issue that caused the file description to not be retrieved when using the email upload link (3825)

• The “Submitted On” field in the Resource reports no longer checks for the resource report reference number (3568)

• Sales dashboard - the grid will now update correctly when closing the order info page (3807)

• Adding a link to a task will now correctly prompt the “Do you want to complete the task?” popup (3524)

• Notes - fixed issue that caused the relevant roles to not work correctly (3447)

• Bulk actions - fixed an issue that prevented multiple steps to be selected on surcharge removal (3924)

• When using “Null/Not null” filters, other filters are now correctly applied (3611)

• Fixed an issue that prevented specific subcontractor notifications from being sent out (3951)

• Series status report page - “Show inactive” button is now working correctly (3941)

• Improved the loading of the Profit and loss reports page (3995)

• “Production team” field no longer populated automatically when using certain bulk actions (4016)

• Fixed an issue that caused the watch folder to not attach folders correctly (4101)

• Fixed issue with “price per unit” column in resource report (4109)

• Fixed issue with order messages when sending “Available task” email (4024)

• Fixed an issue that caused page to move back to the start when editing specific columns in a workflow template(4046)

• Resource report generator - grid only showing resources with "resource report" approval manner (3957)

• Bulk actions - step insertion no longer filtering for "not completed" tasks (4125)

• Fixed an issue that would hide the icon in “Order excel” in the Tasks page (3676)

• Automated file distribution to an S3 bucket has been fixed (4143)

• Fixed an issued that would export the “Custom field” items as a code instead of the description (4104)

• Fixed an issue that wouldn’t show unit reporting data in the Unit reporting report (4173)

• Fixed an issue that caused products changed to “Not for billing” to not update correctly in the Billing statement generator (4060)

• Fixed an issue that caused languages to not be listed correctly on distribution emails (4145)

• Fixed an issue that caused “Recalculate all tasks” button in Task info to not update “Rate names” and “Rate list names” in Order > Tasks (4138)

• Fixed an issue with Improved the performance of “Scheduler view” and “Grid view” in the Workload control page (4257)Fixed an issue that prevented the Team task manipulation scheduler page from loading correctly (4225)

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API related development and bug fixes

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