Release Notes

Release Date: October 3, 2024

New Feature: HTML Column Type

You can now configure fields using HTML, allowing for enhanced customization and visual display. This feature gives you the flexibility to create tailored field views with HTML markup.

Enhancement: Prevent Deletion of Project Tasks with Linked Time Entries

A new setting in Company Settings metadata is now available to prevent the deletion of project tasks that have associated time entries. Once enabled, this safeguard ensures that project tasks with linked time entries cannot be deleted, maintaining data integrity.

Bug Fixes

• Resolved an issue where columns configured to be editable on the Parent Task summary level were not functioning as expected.
• Fixed a bug in the Timesheet’s Project lookup component where apostrophes in project names were not properly escaped, causing lookup errors.

Release Date: June 14, 2024

Generate Invoices from Flow

We added an apex action to flows that allows the automation of everything the Manual Invoicing button could do from the Project.

Release Date: January 23, 2024

Bug Fix

• Fixed the recalculation of the frozen column positions when columns are shown/hidden.

Release Date: January 19, 2024

Bug Fix

• Fixed an issue with hidden columns interfering with the frozen columns.

Release Date: January 19. 2024

Layout Refresh

Get ready for a sleeker and more efficient experience! We’ve revamped our Page Layouts and Lightning Record Pages. They now feature Salesforce’s latest Dynamic Forms for a more intuitive interface. Plus, we’ve streamlined the design to enhance your overall experience. Enjoy the fresh look and feel!

Task Field Rollup Recalculation

Good news for Project Managers! We’ve expanded our asynchronous rollup recalculation capabilities for Project Task Fields. Now, you can seamlessly manage Number, Date, Datetime, and Picklist columns. The summary types are conveniently derived from your column configurations, making your project tracking more precise and effortless.

Freeze Columns

No more losing track of important columns! We’ve introduced a nifty feature that lets you “freeze” columns on the planner. This means your key columns will stay in view as you scroll through your data. Stay focused on what matters without missing a beat!

Release Date: November 14, 2023

Activity Events

We have added a new platform event that can be used to track certain usage of Arrow PSA features. As of right now, the only event is when a checklist template gets applied.

Bug Fix

• Fixed an issue where the retainers get calculated incorrectly and result in negative retained hours from the batch job.

Release Date: October 30, 2023

Bug Fix

• Fixed an issue in the Batch Retainer Update job where previously retained hours were being ignored after the time entries were marked as approved on Retainers which ended up reapplying the allowed retainer hours for the next set of unapproved time entries.

Release Date: October 20, 2023

Arrow Kanban

We made this component available in Communities.

Timesheet

We made the Project and Task Name columns resizable to make it easier to view longer tasks/project names.

Bug Fixes

• Fixed a miscalculation when evaluating rate cards when taking into account retained hours.
• Fixed a bug that occurred when trying to assign an invoice template approver when the Project Owner was a queue.

Release Date: September 26, 2023

Bug Fixes

• We fixed a bug with the Current Timesheet component when you clicked on a different tab and then clicked the back button to the page with the component on it.
• We fixed an issue in the Planner that prevented a user from creating new tasks outside of business hours. Now, it will default start dates to the next available date/time that falls within the set business hours.
• We fixed an issue where the picklist value cache is not refreshed by the planner through the button on the UI when a change to that field is made outside of the planner.

Release Date: September 21, 2023

My Current Timesheet

• We understand the importance of tracking time. That’s why we’ve introduced a new feature that allows you to view your current timesheet on any app page.
• If you haven’t set up a timesheet yet, no worries. Our system will automatically create one for you, ensuring you always stay on top of your hours.

Release Date: July 17, 2023

Bug Fixes

• Fixed an issue that caused the page to freeze when removing the last resource assigned to a project task.
• Fixed the alignment on time entries for the timesheet viewer.

Release Date: June 12, 2023

Project Filtering (Beta Feature)

Added an option to hide the filtering toggle button from the planner if you do not want your users using it yet.

Bug Fixes

• Fixed a bug where the status column did not rollup correctly in the planner.
• Fixed a bug where a component error was caused upon destroying the instance of the planner.

Release Date: May 26, 2023

Bug Fixes

• Fixed issue with component error when clicking on certain buttons while filtering was enabled.
• Fixed SOQL query exception upon triggering schedule recalculation from a task mode switch.

Release Date: May 25, 2023

Bug Fixes

• Fixed a bug where task schedules were not recalculated when switching task modes from manual to auto.
• Fixed a bug where picklist options were incorrectly parsed if they contained commas.
• Fixed cases where the filter options dropdown appeared off screen.
• Fixed the labels in Column Visibility modal when filtering is enabled.

Release Date: April 28, 2023

Enhanced Task Schedules with Rollup Service

We have introduced a new feature: Rollup recalculations for parent tasks. This function is executed at the conclusion of a task dependencies recalculation whenever a task’s schedule is updated. This enhancement provides a more comprehensive and accurate picture of overall task progress and timelines.

Incorporated Support for Leads and Task Modes in Task Schedule Recalculation

Our latest release extends the scope of recalculation to include different dependency types and specified leads. In addition, tasks that are manually scheduled will now be exempt from recalculation events. This feature allows for greater flexibility and precision in managing your task schedules.

Extended Support for Calendar Days

We have incorporated support for Calendar days into our task schedule recalculation system. This enhancement complements the existing Business days calculation, offering a more holistic view of task scheduling. Now, users can more effectively plan and manage tasks according to both business and calendar days.

Release Date: April 20, 2023

Task Relationships

Added a new feature to maintain relationships between tasks when copying and pasting from the planner in Manual Save mode. This improves control over project planning.

Overdue Task Highlighting

Introduced a toggle feature in the action bar on individual projects to highlight overdue tasks, making it easier to prioritize workloads.

Task Schedule Recalculation

Implemented a feature to update all schedules of dependent tasks in relation to the original modified task when the Calculate Schedule field is checked, ensuring projects stay on track.

List View Filtering

Added List Views as an option for filtering projects displayed in the Multi Project Planner, offering greater flexibility and customization.

Bug Fixes

• Task Duration and Dates: Fixed an issue with incorrect task duration and dates when pasting from the clipboard, ensuring consistent task information.
• Task Selection: Resolved a problem preventing users from selecting tasks after pasting from the clipboard, streamlining the workflow.
• Multi Project Planner Copy-Paste: Fixed the copying and pasting functionality in the Multi Project Planner, allowing seamless task management across multiple projects.
• Resource Manager Errors: Addressed frequent unhelpful errors displayed upon loading the Resource Manager, providing a smoother experience.

Release Date: March 14, 2023

Invoicing Service

Added a new feature to summarize hours logged on summary tasks along with child tasks that have logged hours. This will make it easier for users to track the total hours spent on a project, even if some tasks are broken down into sub-tasks.

Bug Fixes

• Fixed an issue where an error would occur when attempting to hide the Gantt chart while editing a task. This will improve the user experience and prevent frustration.
• Fixed an issue where updating the duration of a manually scheduled task caused the dates to be recalculated as if it were an auto-scheduled task. This bug has been resolved and users can now accurately schedule tasks.

Release Date: March 6, 2023

Timesheet

• Projects can now be sorted alphabetically in the timesheet viewer, making it easier to find specific projects. This can be configured through design attributes.
• The time entry notes box now has a configurable size that can be modified, allowing users to view and edit longer notes more easily.
• The fields that get searched when trying to find a project can be configured to use other fields such as the related Account’s Name, giving users more control over their search results.
• The subtitle field in the Project search can be configured to another field, providing more flexibility in how project information is displayed.

Default Values on Planner

A new field has been added to the Column Config metadata records, allowing users to specify a default value for a column in the planner. This makes it easier to set up new projects and ensure consistency across projects.

Manual Scheduling

Project Tasks now have a new field called Task Mode that indicates if the task is auto-scheduled or manually scheduled. This gives users more control over how their projects are scheduled.

Bug Fixes

• Improved the performance of the initial load of the filtering UI on the planner, making it faster and more responsive.
• Fixed an issue with the confirmation dialog when deleting project tasks that would go off screen, ensuring that users can always see and confirm their actions.

Release Date: January 31, 2023

Manual Save

Make bulk changes to the planner without worrying about performance issues from autosaving. This improves performance for larger projects while making changes.

Keyboard Shortcut

Move tasks up and down the planner with these keyboard shortcuts: Alt+Shift+Up Arrow Key and Alt+Shift+Down Arrow Key.

Indent and outdent tasks with these keyboard shortcuts: Alt+Shift+Left Arrow Key and Alt+Shift+Right Arrow Key.

Planner Action Bar Pinning

The Action Bar will now scroll along with the window, so that it is visible at all times while on the planner. The offset from the top can be adjusted through a design attribute if needed.

Task Tooltip

When hovering over Projects and Project Tasks on the Timesheet Viewer, a tooltip will appear with the full name.

Gantt Quarterly View Update

The Year has been added next to the month for the quarterly view of the Gantt.

Custom Metadata Changes

Removed the relationship criteria for the lookup rollup summary called 3 Project_Task_BaselineWork. It was incorrectly rolling up values from child tasks that were considered summary tasks.

Bug Fixes

• Fixed the status defaulting on tasks that were created from the + icon on the left of existing tasks.
• Fixed the inconsistent ordering of predecessors when a task had more than 1. Now they are sorted by the WBS Number.
• Fixed the summarization of parent tasks for columns with rollups.
• Fixed the Work % Complete column, so that the value shows to be out of 100%.
• Fixed the date range disappearing from the Gantt view in the Planner after resizing it.

Release Date: October 12, 2021

Timesheet Approval

• Component:
  • ‘Reject All’ button added
  • Loading spinner on load added
  • Custom column support added
  • Custom Default Config support added
  • Performance Upgrade
• Bug Fixes:
  • Reject Timesheet when Time Entry rejected
  • Single line ‘Approve All’ bug fixed
  • Consistent column width across tables

Resource Manager

• Component:
  • Multi-tab support added
  • Project Name dynamic visibility
  • Currency field support in Advanced Filters
  • Project field support in Advanced Filters
• Bug Fixes:
  • Zoom Level resetting after tab navigate
  • Expand table button spans fixed
  • Dynamic picklist not working when using Advanced Filters

Project Planner

• Component:
  • Click and drag selection added
  • Copy/Paste for Resource column
  • UI updates
• Bug Fixes:
  • Task Assignment cleanup on Task deletion

Release Date: March 31, 2021

Features

Project Planner

Collapse/Expand Tasks Default View

• Planner loads with the Task tree expanded or collapsed based on new design attribute

Column Visibility by User

• Column visibility can now be set on a per user basis and persist throughout sessions

Timesheet

• Parent/Child Structure in Task picker
• Customizable Tasks fields in Task picker
• Invalid Tasks greyed out in Task picker
• Sort by WBS Number added to Task picker

Bug Fixes

• Manual Invoicing validation rule bug fixed
• Copy/Paste text area column type in Project Planner
• Timesheet Approval missing fields bug fixed

Release Date: October 1, 2020

Live mode for the planner is a features in this release and requires updates in “Set up.” Please follow instructions below after upgrading your org or sandbox.

• All Lightning Pages with Planners must be edited/saved to capture the new “Live” setting preference
• To Use “Live” Mode you must update Change Data Capture

You must update the assignment Fields array of the resource manager config to use Planned Mode on the resource manager with “apollo__Project_Task__r.apollo__WorkBaselineInHours__c”,

Features 

• Added Live Mode option to Planner – You can now view live changes being made to projects!
• Moved Time Entry Calculations and Task Rollups to Async processes
• Added Planned/Actual toggle to Resource Manager – Planned will show hours planned on tasks, Actual is the default mode

• Added Default Filters on Resource Manager
• Improved Timesheet component performance
• Collapsible Timesheet sidebar

Bug Fixes

• Fixed Time Entry Sort/Filter Refreshes After Save
• Fixed Checklist Templates Duplicate on Save Template