• Team Member (vCIO and Account Manager) sorting is broken in main Company list grid
• Meetings due "today" should be shown as the "next meeting" in the vCIO Process summary
• Cannot unpropel and propel new companies in one go if propelling companies brings you over the limit, must unpropel first

• Add a 3rd party flag for Agreements. 3rd party Agreements are not counted in the MRR and MRR Forecast, but are presented in the Budget. Agreements synced from the PSA are never 3rd party.
• Add note on Agreements when it comes from a Project Opportunity

• When adding a new Agreement, the updates are (for a time) on the next row after
• In the Companies list, the "Next Meeting" and "Last Meeting" column should have two lines displayed
• TBD amounts in Project Template are not passed over to new Projects created from them

• Audit Review Notifications can now be sent to a Company's vCIO and/or the Account Manager (previously only the vCIO could receive it)
  A setting is available to set the default in "Settings / General Preferences / Audit Module"
• An Agreement amount can now be set to TBD.
  When pushing a Project Opportunity with such an agreement to the PSA, TBD will be considered as $0.
• Add a "My companies only" filter on the main Companies list. When checked, only companies where the user (mapped to a PSA User) is either vCIO or Account Manager are shown.
  (Users with the Admin role show all companies by default)
• Change the icon design for the vCIO Process Meeting and Audit Items in the Company Dashboard
• Sign in screen now automatically focuses on the Username text box upon loading.

• vCIOs and Account Managers are are mapped to PSA Users so they can be assigned even if the vCIO/AM in question does not have a Propel User Account yet.
• For ConnectWise Manage: it is possible to auto-import mapped vCIO / Account Manager from PSA Company Team Roles
  See "PSA Integrations / Team Roles" for mapping
  New security permissions required in CW Manage
• vCIO Process notifications and Audit Review notifications are only sent to Company vCIOs / AMs that have a Propel Users as well.

• In the UI's Budget Budget, an asterisk is displayed besides each Project Opportunities as soon as one has a TBD cost (instead of only beside the one with the TBD cost)

• It is now possible to output the Audit Questionnaire's description in the Audit report.

• Since the May 26th deployment, rich text cells ending a bullet list in Audit report break the design of the following cells (in Auditor Comments for example)

• Split the "Asset actions (next 12 months)" into two columns: Next 12 months and Overdue
• ConnectWise: Change the vCIO Process Notification Ticket initial description for an private internal note to avoid seeing in it in CW client portal (if you are using it)

• Asset excel export would crash when two (or more) asset categories have a long name that, when truncated to Excel's limit would cause them to be duplicates
• Red text in rich text editor (project description, audit comment, etc.) comes out as red with a yellow hightlight in Word

• Add an "Overdue" line in the Overview / Forecast screen
• Add the "total monthly recurring cost" to the Project Roadmap summary table
• Add an option to include the agreement's billing information in its name in the budget

• Refreshing the browser on the Overview / Forecast page redirects back to home page
• Visual Budget and Visual Roadmap in Word report sometimes has project names displaying has extra spaces between letters

• Cisco and Meraki assets will have their purchase and warranty expiration dates looked up from the manufacturer.
• The Purchase Date is taken from the "Ship Date" provided by Cisco
• The Warranty Expiration Date is taken from the "Coverage End Date" provided by Cisco, it is not the Hardware Warranty End Date.
• Unfortunately, for any expired coverage, the expiration date is not returned, so it will appear as "blank"

• Dell Warranty Lookup now also ignores "Parts Only" and "Lifetime Technical Support" Warranty Expiration Dates as they are in 2047 or more

• When the warranty expiration date returned the manufacturer API lookup changes ( i.e. because of a warranty renewal), it is not pushed back to the PSA (if the write-back is enabled).
• This causes the PSA date and API date to become different dates, and since the PSA date has priority over the Manufacturer's API date when they are different, the new, updated expidation date is never considered in budget calculations. It's like the renewal never happened.
• The UI would report that the PSA date is different ( i.e. display an orange badge instead of a green one)
• In order to be impacted, you must have write back to PSA enabled and have had a warranty renewed.
• Since the Purchase Date does not change over time, it should not be impacted.

• Overview Module: Available to users with the "Admin" role, this module will help vCIO Managers get a better overview of all their clients at once as well as check the revenue forecasts for the next years (by year, quarter, or month). Since it's possible to regroup by vCIO or Account Manager, it's also a good way to provide metrics into the performance of vCIO team members.
• Ability to set contact information to receive monthly receipts

• Overdue Warranty Renewals' assets are not showing up in the budget summary detail modal window.
  Modification: Overdue Warranty Renewals were set to be renewed as of "today" to budget subsequent renewals on today + 1, 2, years, etc. Now, they are set to be as of "yesterday" to make sure they appear as "Overdue" in the first year.

• For Autotask PSA, asset's field Model Number, Manufacturer and CPU are now imported by default from Datto RMM fields if they exists. This default mapping can still be overriden to use custom User Defined Fields instead.

• vCIO Process years without any items stay "loading" forever instead of display an empty list of items

• Now possible to re-open a finished Company Audit to bring back to the "Review" stage

• Grid component column filters improved

• ConnectWise: Opportunity Type is not sent to PSA when Project Opportunity is pushed
• Project Duration sum is not present in Project Roadmap Word document when Output Total Row is selected

• Manufacturer and Model Number coming from the Warranty API query are not considered when searching the assets
• MRR is sometimes not present on the Companies list when Company is after a non-propelled company

• In the Project Roadmap, rejected projects are displayed even if checkbox "Output Rejected Project" is not checked
• The select all/none buttons for the Company Audit sections selection do not work properly
• When changing a project's template, the TBD checkbox does not update it's disabled/enabled state
• Company Asset Categories screen does not reset input field state when "Use template values" is checked then another asset category is selected
• Avoid a flicker when saving a new Company Asset Category

• When setting a Company's Fiscal Year Start Date or accessing the vCIO Processes page, a JavaScript error may be thrown depending on what data is loaded at that time or not

• Projects starting today are displayed in the "Past" filter instead of "Future"
• Budget Summary and Visual Roadmap should not consider "today" as "in the past"
• Asset filter "Expired Warranty" shows all assets with a warranty expiration date
• IT Plan Title changes when selecting sections even if title comes from a saved template
• Word Visual Budget and Roadmap are ometimes pushed to a 2nd page, causing a page with only the section title
• Dragging audit questions sometimes results in a broken order

• Displays multiple years on the same page (i.e. the drop down is removed
• Once assigned, two vCIO Process years are automatically created (current year and the next)
• Once a year ends, the next vCIO Process year is automatically created (no longer need to manually copy it)
• Changes to a Company vCIO Process (template changes, new items, configuration changes) can be applied to all future processes (of that Company)
• Remove the unnecessary "Archive" functionality

• From the Settings / General Preferences, it is now possible to rename the labels "vCIO" and "Account Manager" used in the user interface
• General Beta: the Visual Budget and Project Roadmap can now be generated as new sections in the MS Word IT Plan report. Please note: they are not automatically added to the document, they must be selected.

• The UI never refreshes when importing Audit Questionnaires questions from Excel even though the import is successful.

It is now easier to see if the different vCIO processes are on track or not, directly from the Companies list view.

• The following columns are added to the Companies "QBR" quick view:
  
  • Last Meeting
  • Last Audit Score
  • Meetings (last 18 months)
  • Audits (last 18 months)
  • Next Meeting
  • Projects (next 12 months)
  • Asset actions (next 12 months)
  • Agreements (next 12 months)
  • Total (next 12 months)
• Most columns can be filtered using the "hamburger" button in the column's header
• The current Companies grid can be exported to CSV

• Using the "backdate" option in the Budget generation options, it is possible to post-date it to Q1 of next year. This is useful in the last months of a year to generate as if you were already in the new year.
• Implements stricter password requirements when Azure AD authentication is not enabled

• A deleted Agreement with a adjustment from a project is counted in the MRR calculation
• Agreement date displayed in the Project Edit Modal window may be a day off sometimes because of timezone conversion

• Displaying the agreements in the Budget Summary or Budget Roadmap may hang the browser if an agreement start date is on the 29, 30 or 31 of a month.

• Agreement's annual increase defaults to $ even though % is pre-selected. This only happens is the radio button is left untouched. Changed to no pre-selection.

• A Visual Budget representation like the one shown on the Company Dashboard can now be exported in the IT Plan report.
• Two similar sections are available: Visual Budget and Project Roadmap. The Project Roadmap only has project opportunities where as the budget also has asset actions and agreements

• Add the ability to pick a Company Audit and see the Project Opportunities' impact on its score from the Project Opportunities screen
• When generating a report containing both a Project Roadmap and a Company Audit results, a new "Audit Impact" column is outputted in the roadmap summary table
• ConnectWise: Add the ability to sync the Project Opportunity's Expected Start Date with CW's native Expected Close Date field (instead of only with a custom field)

• Project Roadmap Total row cell alignment is wrong since duration column has been added