Constants as operands in custom calculations
Use constant custom detail fields as operands in custom calculations for transactions.

Subtotal by phase in summary reports
Subtotal project metrics by project phase in summary reports.

Date range fields
Use flexible date ranges in custom detail fields within summary and detail reports.

Custom period start or end dates on summary reports
Establish a relative start or end date for custom time ranges on summary reports.

Invoice approval status filter in reports
Use invoice approval status as a filter on summary and detail reports. In addition, sub-total by approval status in summary reports.

Additional subtotals in summary reports
View project billing transactions and revenue recognition transactions subtotals in summary reports.

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Add hierarchies to filter sets
Use a project hierarchy to provide access to a specific group of projects.

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Line item rejection in timesheets
Reject individual time entries within a timesheet.

Send notes from timer to timesheet
Enter notes in the timer pop-up window and send them to the timesheet.

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Adjust the order of fields on expense grid
Use the customize link in the expense grid to adjust the order of fields.

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Set form permissions on Invoice options
Set form permissions on the Invoice options form to modify access to specific fields.

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Associate a user with a manually created revenue recognition transaction
Select a specific user on a recognition transaction form.

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Constants as operands in custom calculations
Another key function has been added to the custom calculation feature to help manage business operations and build meaningful reports. Now, create constant custom detail fields and use them in summary reports. In addition, use them as operands in custom calculations. Enter a value and select a resulting field type such as hours, days, quantity, or ratio. In this release, this functionality applies to transactions but not entities. For example, transactions include charges, project billing transactions, and time entries. Entities include projects, customers, and tasks. This feature also includes an additional selection to apply the constant to each transaction when calculating selected values in summary reports.

How to set up a constant and use it as an operand in a custom calculation:

1. Navigate to Global Settings > Custom calculations > Custom detail fields and create a custom detail field. For example, select New > Project billing transaction custom detail field. Note: It must be a transaction custom detail field.
2. Select "Constant" from the Function drop-down list and type a title for the custom detail field.
3. Type the "Constant" and select the "Resulting field type." For example, type a number that will be used to perform an operation in a custom calculation.
4. If desired, select the check box to "Apply constant to each [transaction] transaction when calculating selected values in summary reports." Click Save.
5. To use in a custom calculation, click "Custom Calculations" and create a custom calculation. For example, select New > Projects Project custom calculation.
6. Select the "Left operand," the "Right operand," and Operation. Either or both operands may be a constant custom detail field.
7. Type the "Title" and a "Description," select the check box to indicate it is an "Active custom calculation," and click Save.
8. Navigate to Reports > Summary and select a report. For example, select a Projects > Project report. The constant custom detail fields and the custom calculation that uses them as operands are "Available values" listed under Options.

1. Navigate to Reports > Summary and select a summary report. For example, select Projects.
2. Select desired "Options." Select "Phase" as one of the subtotal options.
3. Select any necessary fields in the "Filters and detail fields" section.
4. Click Run the report.

1. To use the new date option in a custom detail field, navigate to Administration > Global Settings > Custom calculations > Custom detail fields and create a custom detail field. For example, select New > Project custom detail field. New custom detail field form displays.
2. Select "Date_Diff" from the Function drop-down list and type a title for the custom detail field.
3. Select a value for "Date 1" and "Date 2" and click Save. The selections in the drop-down list for "Date" include the new date range fields (i.e., Today).
4. To use date ranges in summary reports, navigate to Reports > Summary and select a report. The selections in the drop-down list for "Date" include the new date range fields.

1. Users with required role privileges navigate to Administration > Global Settings> Custom time ranges. Select New > Custom time range.
2. Enter name for "Custom time range name" and enter the appropriate time ranges. Click Save.

1. Users with required role privileges navigate to Reports > Summary > and select a report.
2. Under "Period", select your custom time range and enter the number of periods under "# of periods".
3. Under Date, select either "This [custom time range]", "Next [custom time range], or "Last [custom time range]".
4. Select the option that applies: "This is the Start date" or "This is the End date."
5. Enter the other information and click Run the report.

1. In Summary reports, users with required role privileges navigate to Reports > Summary and select a report.
2. Scroll down to "Filters and detail fields."
3. Locate "Invoice approval status" under "Filters" and click "Create." An Approval status pop-up window displays Available Items.
4. Select the appropriate approval status, click "Add selected items" and click OK.
5. To create subtotals in summary reports, navigate to Reports > Summary and select one of the available reports.
6. Select a "Sub-total" for "Invoice approval status".
7. Click Run the report.

1. Navigate to Reports > Projects and select one of the reports available under projects.
2. Select a "Sub-total" for "Project billing transaction" and/or "Recognition transaction."
3. Scroll down to "Filters and detail fields" click and create detail fields for "Project billing transaction" and/or "Recognition transaction."
4. Click Run the report.

• Project access area: [Access to Projects in my hierarchy project node]
• User access area: [Access to project owners in my hierarchy node], [Access to Users assigned to my hierarchy node], [Access to Users booked to my hierarchy node]

1. To select which project hierarchy to use, users with required role privileges navigate to Administration > Global Settings and select "Hierarchies." Select New > Hierarchy. Or, edit an existing project hierarchy.
2. Select the check box ""Use to determine filter set access for projects." Click Save.
3. To select which node or level a user has access to in the specified project hierarchy, navigate to Administration > Global Settings > Users > [select a user]. In the user demographic form, under the "Project level access", select the appropriate node or level the user should have access to. Click Save.
4. To configure a specific filter set, navigate to Administration > Global Settings > Filter sets > [select a filter set].
5. Click the Access Control link. Select "Project access" and select "Access to Projects in my hierarchy project node". Click Save.
6. Under the Access Control link, select "User access." Select the desired options that now include: "Access to project owners in my hierarchy node," "Access to users assigned to my hierarchy node", and "Access to users booked to my hierarchy node." Click Save.

1. Navigate to Timesheets > Timesheets > Submitted and select a timesheet. Timesheet report displays and a "reject" link displays next to the date on each line item.
2. Click the "reject" link. The "Reject time entry" pop-up window displays. Type notes about the reason the line item is rejected. The rejection notice and reason is sent to the user in an email message.
3. Click Save. A message displays that time entry was rejected and moved to a new "Rejected" timesheet. The submitted timesheet minus the rejected line item can be approved by the approver.
4. To view and correct the rejected time entries, click the "Rejected" link and select the rejected timesheet.
5. Click the "Enter time" link. The user can make changes and submit the corrected timesheet for approval.

1. To enable the timer feature for a user, users with required role privileges navigate to Administration > Global Settings > Users and select a User. On the "Edit user demographic information" form, select the "Enable timer feature" option.
2. Users navigate to Timesheets > Timesheets and create or open a timesheet for today.
3. To start a timer, click the clock that displays next to today's date. A "Start a timer" pop-up window displays with timesheet information. Click "Start" to begin accumulating time.
4. To start a timer, click the clock that displays next to today's date. A "Start a timer" pop-up window displays with timesheet information. Click "Start" to begin accumulating time.
5. To add notes, click "Edit." An "Edit Timer" form displays with an area for Notes. Enter note information and click Save.
6. To transfer notes to the timesheet, click the clock on the timesheet. A pop-up window displays a list view of timers. Click the link to "Send all to timesheet..." The timesheet refreshes and displays transferred information including an indication notes are present.
7. Click Save to save the transferred timer information and notes.

1. Navigate to Expenses > Envelopes and select an envelope.
2. Click on the "Expense Grid" link. The Grid displays
3. Click the "customize" link on the bottom of the form. A "Grid layout" pop-up window displays.
4. Click on an item under "Selected Items" and use the up and down arrows to move it.
5. Click OK. The order of the Expense grid fields displays the changes made.

1. Users with required role privileges navigate to Administration > Application Settings > Invoices Settings and select Invoice options.
2. Scroll down to Hints and click "Modify the form permissions."
3. Make selections by role for the fields on the form: REQ = required, RO = Read-only, R-HIDE = required but hidden field, R-RO = Required but read only field, and HIDE = hidden field.