New

• When setting a Project Opportunity status to 'Completed', add a new option to apply the 3rd party agreement adjustments to their correspondant agreements. Agreement amounts are not adjusted by any completed Project Opportunity.
• Add ability to save and load a presentation configuration as a template for the Web Presentation View

Fixes

• Fix HP Warranty Lookup crashes when Part Number contains invalid characters
• Reusable question count in a section is sometimes wrong, it may include the deleted questions in audit section.
• The Rich Text Editor in read mode does not show the "read more" toggle until it is saved
• When using 'en-GB' culture, avoid saving "22/02/19" as the year 0019.
• Web Presentation View: Currency sign always shown as '$'
• Reporting DB: Missing assets in the Reporting DB (only the first 20000 assets are being synced)
• Reporting DB: Add missing loading of Site for Assets

New - Web Presentation View

• Audit Page: Add ability to hide the audit risk table (in both the launcher and from the page)
• Budget Page: Add ability to modify the status of a Project from the roadmap view (Checkmark = To Quote, X = Rejected)

New

• Autotask PSA: Import data from Product entity fields into the Assets (Manufacturer and Model Number). New API Permission Required
• Autotask PSA: add an option to map the PSA Account Manager field to vCIO instead of Account Manager
• Add the ability to unlink a Project Opportunity from the PSA

Web Presentation View

• Add the Audit Score Projection mini-widget and graph to the budget page

Improvements

• Show link to the PSA Service Ticket in the "view question's history" modal
• Add a new default "All Opened" project opportunities filter (showing Future, Recommendations and any Past Project in "(none), Waiting & To Quote" statuses
• Web Presentation View: Add a Web Presentation View option to hide the rejected Project Opportunities
• Web Presentation View: Add basic keyboard navigation (left & right arrows)

Fixes

• When dragging an Audit Question to change the order, the grid is locked in "updating"
• Roadmap SVG generation crashes on very long single words + small improvements
• Web Presentation View: rejected projects are showing in the project list + can open modal for 0 projects
• Web Presentation View: Audit Page last opened modals reopening when changing the reporting job filter (on the Budget Page)
• Web Presentation View: When there is a lot of project recommendations, the whole page has a scrollbar
• Web Presentation View: Years columns are sometimes truncated on budget page

• When the warranty expiration date write back option is "on" and when the Warranty Expiration Date lookup returns "expired" (no date) and the PSA has no date, Propel writes back "Jan 1, 1975" as the warranty expiration date instead of not writing back anything at all. This can happen for Cisco, MS Surface and Apple assets.

Web Presentation View

• Releasing Alpha version of the Web Presentation View as an alternative to the MS Word IT Plan report.
  More info here

Fixes

• Push Project Opp to CW may crash when agreement adjustment is linked to an agreement name with a long name
• Sign up form did you work well with Safari browsers on Mac

Improvements

• Allow importing reusable questions into another audit questionnaire from Excel
• Improvement to SQL Reporting DB: add last_sync_date
• Improvement: Clarify back date and number of years in IT Plan modal windows
• Improve HP Warranty Lookup to requery using Asset.PartNumber if necessary (use TagNumber if PartNumber is missing)

Fixes

• GraphAPI consent expires after 90 days and the vCIO Process' meeting date cannot be refreshed from the calendar.
• Crash when exporting excel assets because part number is missing from column names
• JS Error "Cannot read properties of undefined (reading 'find')" on first opening of ticket creation modal
• The "My Assigned Companies" checkbox is sometimes checked for admin users
• Saving a new project with an agreement crashes after the save and does not update the state

Improvements

• Move the agreement's start date when moving the parent project's expected start date
• Add Word document properties for vCIO and AM to output on cover page.
• Add "Lenovo Group Limited" to Manufacturer detection
• Improve Lenovo Warranty Lookup for Indeterminate results when MachineType is required
• Add Asset.PartNumber field and import from CW PSA

Fixes

• Viewing an Audit Question's history shows the wrong questions when the question is no longer linked to a question template
• CW Import PSA Project Opportunity Types crashes if needing to both delete and unlink in one pass
• Cannot select CW Project Types to import from PSA
• When saving a new Project Opportunity with TBD Costs, they are saved as $0
• vCIO process summary does not consider completed audits for an item whose due date is still in the future.
• Project TBD cost checkbox is not disabled for synced projects
• Non-Propelled companies sometimes had their (wrong) MRR displayed

New Features

• Add Project Types to both Project Templates and Project Opportunities. This helps regrouping projects into categories to better communicate to the client.
  Project Types is an account-wide list and can be modified from the "Template/Project Templates" screen by Admins
  For CW PSA: "PSA Opportunity Types" are available as Project Types.
  The Project Template "category" was left is place for backward compatibility but it is only used as a "folder" structure for the Project Templates

Improvements

• Simplify MS Word report Project Summary columns to reduce cell wrapping
  
• Labor and Material cost columns were removed and left only in the detail section.
  
• Date and Priority were combined.
• Improve sorting of Project priority to be "Urgent, High, Medium, Low" instead of the alphabetical order
  
• HP Warranty Lookup is back up

Improvements

• Added "Push to PSA" button in Edit Project Modal

Fixes

• Trying to remove the Azure AD integration causes an error
• Label "Rest of" in budget summary is misplaced when Fiscal Year Start is not January 1st
• UI Overview / Audits search end date is not inclusive
• Project Status report option defaults to 0 months back instead of 18
• In cultures other than en-US, the dollar sign in the Word report is follow by the country's code (ex. $ 100 CA)
• Avoid possible JS error when reloading a vCIO Process item
• Improve error feedback when MS Word template is missing a required style
• Deleting an Account Asset Category does not work sometimes.

Improvements

• Push Project Opportunity to PSA activity now includes time values to avoid activity's due time to be at midnight UTC
  
• Add "Site" column in project lookup modal window
• Add text filter in project lookup modal

Improvements

• Added "Push to PSA" button in Edit Project Modal

Fixes

• Trying to remove the Azure AD integration causes an error
• Label "Rest of" in budget summary is misplaced when Fiscal Year Start is not January 1st
• UI Overview / Audits search end date is not inclusive
• Project Status report option defaults to 0 months back instead of 18
• In cultures other than en-US, the dollar sign in the Word report is follow by the country's code (ex. $ 100 CA)
• Avoid possible JS error when reloading a vCIO Process item
• Improve error feedback when MS Word template is missing a required style
• Deleting an Account Asset Category does not work sometimes.

Modification

• The system better tracks manually moved assets, especially when redoing the asset mapping. When redoing the mapping, assets that were never "manually moved" will be moved into their newly mapped asset category. Only assets that were manually moved will remain in the asset category they were moved to and ignore the remapping (before, when updating the mapping, already imported assets remained in the asset category they were first imported to)

New Features

• Apple Warranty Lookup is now out of beta
• Add a button to send a vCIO Process Item's notification "now" (instead of having to wait for the notification target date)

Previous changelog