The Future of Project Execution
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There is feature of resource transfer through transfer record module in changepoint. when we select any entity to transfer the record, there are predefined/preconfigured entity columns come to filter the records to transfer between source/target resources.ย But some time, we need more details/column in preconfigured column to filter out data precisely for transfer the resources, so need some way to add more column there in transfer record module.ย Community, please help if you know the solutions for the same.ย
How can admin user know, who is current project time approver, standard task time approver, request time approver as per project or standard task allocation to user to submit their time sheet.There are multiple setting including delegation in changepoint throgh, time sheet aprpover can be defined. But my question is that, if any user ask where is my time sheet is pending with, then admin user must have some DB table/view, so that query can be answered immediately rather than checking which seeting has been applied for that user.Also, My request to product team, take it as an enhancement, time sheet approval pending with โcolumnโ must be included in all core tables: Time, StandardTaskTime, RequestTime.Meanwhile, if there are any wayaround please let me know.
while transfer the records/entity from one resource to another resource, we found some records are in grayed out and unable to transfer that records. but there is no โnotificationโ or โhelpโ is avaialbe to know the reason behind this, why these records are not able to transfer.ย For example: transfer all those opportuntiy where user โAโ is salesrep to user โBโ. but while searching that records from resource โAโ to To Resource โBโ, multiple records comes with gray out and unable to transfer.ย As a product enhancement, all relevant features/right must be auto grant/revoke while using transfer module or there must be clear message for not able to transfer records. so that admin/user can work out on that part and transfer the records.ย Also we found that, while using transfer module, there is no history is being maintained on UI level, while history is enabled for โsales representativeโ UDF field.
We're thrilled to announce the successful release of Changepoint version 24 (22.01.003.000) on February 11, 2025! This release includes some important fixes and improvements. Check out what's new:Release Notes are available:ย HereEnhanced Customer List Views: Administrators can now add configurable fields as columns to the Customers list views. (Navigate to User Interface -> Entity List Views to explore this new feature!)We've also addressed the following issues:API Fix: Resolved the "No xml tag found" error for parameters CostDrGLId and CostCrGLId when adding an engagement product using the Engagement Productโs XML Insert and Update API. Intelligent Forms Fix: Fixed the "Maximum message size quota for incoming messages" error that occurred when using the "Create Contract" Intelligent Forms form. Navigation Fix: Clicking the ChangePoint logo now correctly redirects to the home page. Reporting Fix: Resolved the search issue in the Batch Time and Expenses Approval report. Resources are
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