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titleResource reports (Finance) page - Display name column added to the excel export (5102)

Excel sheets exported from the Resource reports (Finance) page will now display the resources' display name in the “ResourceBillingStatementsItems” tab.

image-20241204-125827.png

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titleCustom fields - system configuration added to decide which custom fields to show (5021)

In Administrator>Configurations>Settings you can now decide which custom fields to show.
Simply pick and choose the fields you want to use.
The setting was added to both order custom fields and project custom fields.

image-20241224-080047.pngImage 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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  • If the Script is not specified in the CreateOrder request, the system will default to “Without script” in the created order (5156)

  • Orders of inactive customers are now visible in the api but cannot be edited (4598)

  • API filelistFetch now gives not only the S3 filename but also the visible filename in UI (4736)

  • Support added in TM API Configuration->Defaults for fields added after "Other," which can now also be renamed. (4856)

  • Synopsis API settings - Hierarchy added (4793)

    Hierarchy was added to the synopsis API setting so some synopsis API will always apply.

    The hierarchy works as follows:

    1. Customer

    2. Consolidated

    3. System

  • The following have been added:

  • Task Supply date - TaskSupplyDate (DateTime)

    • Task Internal date - TaskInternalDate (DateTime)

    • LeadDays - LeadHours (int)

    • LeadHours - LeadHours (int)

    • Linked date - LinkedDate (int)

    • Resource Code - assignment - Resource (int)

    • Rounding Manner - RoundingManner (bool)

    • PreviousTasks - PreviousTasks (array: [int])

    • Toolkit Tool - Toolkit Tool (int)

    • CriticalTask - CriticalTask (bool)

    • DefaultFileTypeCode - DefaultFileTypeCode (int)

    • DefaultFileTypeDescriptionCode - DefaultFileTypeDescriptionCode (int)

    • DefaultFileAvailability - DefaultFileAvailability (int)

    • PoolTask - PoolTask (bool)

    • BillingBySuppliersDuration - BillingBySuppliersDuration (bool)

    • InformNextTask - InformNextTask (bool)

    • Delete product

    • Delete language

    • Delete file

    • Add task

      • File types

      • File descriptions

      • Previous tasks

    • Delete task

    • Added Office to support API - Office (bool)

    • Added Project to support API - ProjectID - (bool)

    • Added customField1,customField2,customField3 to the following endpoints:

      OrderStatus

      CreateOrder

      UpdateOrders

    • Added CustomFields endpoint.

    • Added update pages for the 2 new custom fields

    • Added update fields in the Order and Orders page