Version 12.1.19 (26-Oct-2011)
Fix for some Plan values not downloading when VALUE column = 0 and TXN_VALUE column <> 0
Fix for incorrect last actuals period start date retrieved when editing Financial Plan Forecasts
Fix for missing some Planning Date Range edits due to sorting problem
When updating existing Plan lines – pass nulls rather than skip parameters for blank columns. Skip only when column missing |
 |
Version 12.1.18 (20-Oct-2011)
Order of Resources in Details and Resource search form changed from standard display sequence to alphabetical to assist form users
Version 12.1.17 (14-Oct-2011)
New option to complete Periods in download range to prevent gaps in the range
Version 12.1.16 (13-Oct-2011)
Prevent Edit mode from altering Date ranges for lines not included in upload
Fix for & character not properly encoded causing incorrect error handling
Version 12.1.15 (11-Oct-2011)
Fix for Task DFF update function not handling duplicated Task details
Version 12.1.14 (07-Oct-2011)
Download was not using Tasks LOV override when no task criteria used
Edit Period function changed to use Period Start Date rather than the Budget Line start date which can be incorrect
Version 12.1.13 (21-Sep-2011)
Prevent Planning Date range change of End Date to prior to end of Last Actuals Period when editing Forecasts
Fix for failure to use Date Range code when editing non-Task phased plans
Repeat Date Range updates after calling Update Budget API when editing Financial Plans because the API corrupts the existing date ranges
Version 12.1.12 (16-Sep-2011)
Prevent Planning Date range change of Start Date when editing Forecasts
Version 12.1.11 (14-Sep-2011)
Change to check for Planning Date range to accommodate use of Delete Line API
Version 12.1.10 (12-Sep-2011)
Change back to using Delete_Budget_Line API when deleting lines in Edit mode as you cannot load zero lines under any circumstances
Fix for trailing space left in definition of 'More4Apps: BW Prevent Baseline listed Plan Types' profile option
Version 12.1.09 (02-Sep-2011)
Fixed bug left in Edit mode for Budget Types from recent changes to Editing Plans.
Version 12.1.08 (30-Aug-2011)
Fix to allowable date check not correct when loading Date range phased Budgets
Minor cosmetic fix to Details form
Version 12.1.07 (23-Aug-2011)
For Forecasts, Actuals and Last Actuals Period labels are retrieved from the Plan version
Fixed Yes/No LOV not working in profile option 'More4Apps: BW Prevent Draft Only
Version 12.1.06 (21-Aug-2011)
Fix for non-Task data in Forecasts being downloaded after Task data in certain scenarios
Version 12.1.05 (19-Aug-2011)
Fix for parameter error in loading Plan Lines when replacing, not editing a Financial Plan
Version 12.1.04 (17-Aug-2011)
Fix for bind variable error just introduced in 12.1.01 when using Budget Types
Version 12.1.03 (05-Aug-2011)
Added new profile option to preventing baseline of listed Plan Types, 'More4Apps: BW Prevent Baseline listed Plan Types.
Version 12.1.02 (05-Aug-2011)
Incorporate Date Range extend routine into Edit process for Financial Plans
Version 12.1.01 (21-Jun-2011)
Handle zero Task ID returned for Project level Event Revenue in Task level forecasts when in Edit mode
Fix bug in Edit Mode SQL affecting older PA patch levels in R12
Added new Version ID column - Currently only populates on download
Fix double line spacing in download when "Include All Budgetable Tasks" option selected
For Financial Plans, you can budget at Top Task level even when Lowest Tasks is the financial planning option
Currency was not being passed to the APIs for Financial Plans in Edit mode
Added Plan Name parameter to Add / Delete API calls to workaround Oracle bug in 12.0 for financial plans
Added Date parameters to the Add / Delete API calls for financial plans
Add new API call to handle problem adding new Periods before the minimum date on the existing Plan line
Added workaround to Oracle bug in EXECUTE_UPDATE_BUDGET for Financial Plans
Version 12.1.00 (15-Jun-2011)
Use newer APIs for Financial Plans providing package body 5.0.0 is installed
Version 12.0.10 (03-Jun-2011)
Added profile option for Santos to control enabling their customizations
Version 12.0.09 (25-May-2011)
Enabled Task DFF uploader for ABT Associates
Version 12.0.08 (20-May-2011)
Fix for minor error when uploading non-resource list Financial Plans or Budgets
Version 12.0.07 (06-May-2011)
Update for non-ascii character problem
Version 12.0.06 (02-May-2011)
Budget downloads were doubling values when GL Periods are copied from GL Periods
Version 12.0.05 (18-Apr-2011)
Improved technique for copying hidden Template sheets
Version 12.0.04 (14-Apr-2011)
Removed TintAndShade property when setting Status as it is not available on older Excel versions
Fixed Subscript out of Range message in recent DFF module changes
Version 12.0.03 (13-Apr-2011)
Fix for inability to download where Periods already exist on sheet and GL Periods are used for PA Periods. Bug was introduced in 11.9.07
Version 12.0.02 (11-Apr-2011)
Fix for fault in large budget loader affecting old versions of the Infrastructure package dated 15th-Dec-2009 or before
Version 12.0.01 (05-Apr-2011)
Fix for type mismatch on Download form caused by no records found in Classifications cache
Version 12.0.00 (25-Mar-2011)
Can now download and upload Start and End dates on Financial Plan lines that are not Period phased. Requires Budget Wizard database package body version 4.1.2
Version 11.9.07 (23-Mar-2011)
Accommodate new options for deriving PA and GL Current Reporting Periods in Project Performance setup
Version 11.9.06 (20-Mar-2011)
Fixed two failures in download caused by invalid SQL, when a Task is selected in the LOV, and when downloading Budgets with the 'Period' summarization chekbox selected
Single Upload button picture changed for Excel 2010 due to unacceptable appearance in this version
Version 11.9.05 (10-Mar-2011)
Updated to improve login performance and address R12 database caching problems with profile options
New 'Data Source' field on download form should not have been enabled for Budget only downloads
Performance improvement writing downloaded data in Excel 2007+
Fix for bug in download due to changes for Planning Resource handling
Downloaded DFFs where not correctly recognising date types and the colour coding was incorrect
Version 11.9.04 (15-Feb-2011)
Bug fix for Version DFFs being validated when loading DFF form
Version 11.9.03 (03-Feb-2011)
New option when downloading generated Actuals to select Plan Settings only rather than having to select a particular Plan Version
Version 11.9.02 (03-Dec-2010)
Fix for Lines for non time-phased lines being overwritten when 'Show all Budgetable Tasks' option selected
New 'Create sheet from Template' functionality added allowing the user to create any number of named template sheets.
Version 11.9.01(01-Dec-2010)
Fix for Invalid use of null message when Editing Financial Plans
Fix for Lines appearing ahead of Header when 'Show all Budgetable Tasks' option selected
Version 11.9.00 (30-Nov-2010)
New download option to map Actuals to Resource List via forecast generation as PJI summary tables only map to the RBS
Version 11.8.04 (12-Nov-2010)
Fix for 'Cost and Revenue Separately' type Financial Plan uploads receiving 'PA_FIN_PLAN_UTILS' error message
Version 11.8.03 (10-Nov-2010)
Paste button added to Download form for Project List field to workaround carriage returns not working in windows paste function
Version 11.8.02 (12-Oct-2010)
Fix for Actuals download broken in 11.8.00 for Budget Types
Version 11.8.01 (12-Oct-2010)
Added client specific workaround for AMG bug. This AMG release is not correctly determining Period Start and End dates for Period phased Plans
Mod to Solid Energy customization to prompt for confirmation of Task DFF update
Updated DFF module to PW level. Changes to DFF download to better handle Date type segments
Version 11.8.00 (07-Oct 2010)
Reorganise Download form
New option to download Cost or Revenue or make decision based on type of Budget/Plan Version. This enables both Cost AND Revenue if Plan is setup this way
Financial Elements and some other high level Resources were not appearing in the LOVs
Version 11.7.05 (06-Oct-2010)
Fix bug in Actuals Revenue download
Cosmetic fix - prevent Revenue Resource List Name from being downloaded for 'Cost and Revenue Together' Plan Type setup
Fix in download for Header being pushed downwards when there are DFF values
Version 11.7.04 (01-Oct-2010)
Fix for no quantity being downloaded from PJI summary tables
Version 11.7.03 (15-Sep-2010)
For non-centrally controlled Resource Lists, only validate the Resources attached to the Project
Extended server side debugging calls
Version 11.7.02 (14-Sep-2010)
Fix for PJI Actuals not downloading
Version 11.7.01 (13-Sep-2010)
Fix for large budget uploads affecting R12
Version 11.7.00 (10-Sep-2010)
Support added for non-centrally controlled planning resource lists
Remove Resource Group field/column usage for Planning Resource Lists as the Resource must be unique
Version 11.6.16 (7-Sep-2010)
Stop clearing external references as it stops some functions working when in XLA mode
Prevent attempt to load large Budgets/Plans in older R12 servlet versions
Version 11.6.16 (2-Sep-2010)
Fix for LOV problem in R12 Organizations form
Version 11.6.15 (20-Aug-2010)
Simplified post login query determining PA/GL period use
Version 11.6.14 (14-Jul-2010)
Workaround added for conditional formatting bug in Excel 2007
Protection feature added. You can choose any password you like. Password must be stored using the Password form on the 'BW Setup' toolbar
Version 11.6.13 (9-Jul-2010)
Values in Edit mode were not being compared correctly if PC language was not using English decimal format
Version 11.6.12 (29-Jun-2010)
Downloaded Period phased budget values were not being formatted and colour coded correctly except for the first one on each new line
Version 11.6.11 (25-Jun-2010)
Download was not working when 'Include Budgetable Tasks' option selected due to new optional Task columns
Version 11.6.10 (24-Jun-2010)
Mod to download to accommodate Task level Plan versions that have been budgeted only at Project level. Unfortunately they cannot be re-uploaded.
Version 11.6.09 (21-Jun-2010)
New columns written by the Task download button on the Projects form, and bug fix for Task date columns when multiple Resources downloaded
Customisation added for (customer) to upload Task level DFFs
Version 11.6.08 (15-Jun-2010)
Added 13 optional Task columns, being the DFF Context and Attributes, and Start and Completion Dates
Change to naming convention for all DFF columns
Version 11.6.07 (01-May-2010)
New search condition added to filter download Budget and Actuals by Resource. Only enabled currently for Budget Types
Resolve 'Invalid use of Null' message when using Edit options with Budget Types
Version 11.6.06 (25-May-2010)
Fix for bind parameter error
Version 11.6.05 (20-May-2010)
Fix to Check_AMG_Security which was not allowing for custom Applications
Version 11.6.04 (12-May-2010)
Worksheet protection now allows use of a specific password (apply to us)
Better messaging added for database package and servlet installation issues
Details form was writing over formulas in the Resource column
Version 11.6.03 (8-May-2010)
Fix for minor bug in Budget Header form when Entry Method not selected
Version 11.6.02 (6-May-2010)
Minor fix for VBA error when downloading Resources using Project form if 'Resource' column is missing
Fix for Protection problem in Excel 2000
Set_Global_Info rejection was not being ignored - is now ignored for all releases from PA.K as it doesn't seem to matter
Version 11.6.01 (26-Apr-2010)
Ignore duplicates in Project Number and Budget Header section
Version 11.5.10 (17-Apr-2010)
Fix for non-ascii characters not uploading correctly in R12
Custom constraint for Network Rail was not correct for Lowest Level WBS planning
Rightclick menus now use common module
Rightclick menu and Toolbar improvements
Version 11.5.09 (1-Apr-2010)
Workaround introduced for Oracle bug in non time-phased budgets was causing failure in upload
Version 11.5.08 (9-Mar-2010)
Fix for bug in SQL when downloading Revenue
Version 11.5.07 (11-Mar-2010)
Resource List Member validation was not using bind parameters - performance improvement
Fixes for use by external macros calling public function Upload_Selected_Budget
Fix for Last Actuals Period label appearing over wrong column in certain scenarios
Line Level Descriptive Flexfields 2-9 were not being loaded
Version 11.5.06 (26-Feb-2010)
Fix to Download form since Classifications search change to enable Download button (frmDownload)
Fix to AMG bug workaround added in 11.4.02 causing 'Type Mismatch' message (appFromClsWizard.Get_Budget_Line)
Version 11.5.05 (9-Feb-2010)
Search function added for Classifications on Download screen
Repeated Project number warning form was not respecting 'Ignore' checkbox settings
Cached single level Resource Lists were not sorted properly causing the database to be accessed inefficiently
Version 11.5.04 (26-Feb-2010)
Completed R12 Org changes
Version 11.5.03 (4-Feb-2010)
Return string from function Download_Budget_NoForm
Change in Get_One_Column to use aws. rather than ActiveSheet.
Completed AG's half done right-click menu mods
Version 11.5.02 (26-Jan-2010)
ORG ID fix for R12 for MOAC Org
Version 11.5.01 (7-Jan-2010)
Fixed right-click submenus which were not working in Excel 2007
Mod to Reinstall_ProfileOptions macro to allow run by non-named user
Version 11.5.00 (29-Dec-2009)
New simpler connection method
Fix for duplicate Budget Types appearing in LOVs in 12.1.1
Version 11.4.02 (24-Dec-2009)
Workaround added for AMG bug affecting non time-phased budgets
Version 11.4.01 (11-Dec-2009)
Change to Project Performance download for RBS version
Version 11.4.00 (18-Nov-2009)
Non-Named users are no longer allowed to operate any functions in the tool except the About form
Add new option to suppress new Budget/Plan warning message for the login session
Updated DFF modules to current standard
Version 11.3.26 (10-Nov-2009)
Line Sort Order feature was not working
Version 11.3.25 (19-Oct-2009)
Resources query button on Project form was returning non-budgetable resources in Planning Resource Lists
New Period columns were not being inserted at the correct location after the 1st download per session
Version 11.3.24 (15-Oct-2009)
Some Actuals values from Project Performance download were being duplicated because of accidental inclusion of WBS and RBS Rollups
Version 11.3.23 (13-Oct-2009)
Budget Type Code Context default was not working
Version 11.3.22 (6-Aug-2009)
Fix for minor VBA bug in Budget header form when closing form with no Budget Type or Entry Method values select
Version 11.3.21 (3-Aug-2009)
Fix for minor VBA bug in Details form
Version 11.3.20 (28-Jul-2009)
Enhancements for Planning Resource Lists
Version 11.3.19 (17-Jul-2009)
Added profile options 'More4Apps: BW No Baseline' and 'More4Apps: BW Prevent Draft Only' to control upload options at Site, Responsibility, and User level
Version 11.3.18 (19-Jun-2009)
Slight performance improvement for large budgets
Remove p_sequence parameter for staged load as never used
Version 11.3.17 (29-May-2009)
Change to view used for Resource Lists for consistency across multiple Oracle releases
Version 11.3.16 (28-May-2009)
Fix in Edit Mode for incorrect rejection of Plan edit for Bottom level WBS plans
Minor fix for form bug in Project form
Version 11.3.15 (15-May-2009)
Quantity was not being downloaded in Revenue Budgets/Plan
s
Version 11.3.14 (6-May-2009)
Revenue WBS Level LOV was not populating in Plan Header form
Version 11.3.13 (23-Apr-2009)
Minor mod to Calendars on Detail and Download forms
Version 11.3.12 (22-Apr-2009)
Added support for DFF Context reference variable :BUDGET_HEADER.BUDGET_TYPE
Version 11.3.11 (17-Mar-2009)
Change LOV and validation for "Lowest Task" WBS Level for Financial Plans. This means the same as "Top & Lowest Task" in Budget Types
Top & Lowest Task is not available in Financial Plans
Version 11.3.10 (20-Feb-2009)
Load zero values when zero supplied rather than null
Version 11.3.09 (17-Feb-2009)
Restored Baseline/Validation option to main toolbar due to customer requests
Moved call to execute calculate budget extension
Version 11.3.08 (10-Feb-2009)
Fix for Periods form not allowing GL Period selection
Version 11.3.07 (5-Feb-2009)
Clear package level variable between budgets due to session caching problem
Version 11.3.06 (22-Jan-2009)
Added debug calls for Set Current version and Delete old Draft Budget calls
DFF cache was not initialized causing Type Mismatch error when validating DFFs
Mod to (Customer )customisation
Version 11.3.05 (21-Jan-2009)
Fix for problem validating new trial keys
Prevent delete of old Draft version when there is none
Fix for Subscript out of Range error in Budget Details form when 5000 Projects queried
Version 11.3.04( 19-Jan-2009)
Added new option to let the Financial Plan upload create a new current version and delete the old one
Version 11.3.03 (16-Jan-2009)
Fix to custom Auto funding message for (customer)
Fix to About and Activation key forms for v4 infrastructure
Version 11.3.02 (14-Jan-2009)
Fix for Last Actuals Period LOV not containing values in certain scenarios
Fix for external sheet references not setting properly before upload
Version 11.3.01 (6-Jan-2009)
Internal changes to support new licence key model
Change to allow XLA to work properly after Lite front-end saved as new filename
Re-enable GL/PA Period selection on download form when periods are the same so Actuals can be downloaded using either Period Type
Version 11.3.00 (23-Dec-2008 )
Fix for serious bug in download where column headers may be overwritten instead of new columns inserted
Options added to allow the user to control behavior when currency amount being loaded exceeds precision
Option added to round downloaded Budget / Actual amounts to the correct precision
Fix for Actuals / Budget label not working properly when last Actuals Period not included in downloaded data
Option added to download form to suppress Actuals / Budget labels
Version 11.2.27 (21-Dec-2008 )
Fix for downloaded period phased Budget lines being overwritten by dummy lines if All Budgetable Tasks selected
New option on download form to turn on/off the Actuals/Budget column labels
Version 11.2.26 (18-Dec-2008 )
Actuals download can retrieve values outside correct precision for upload. Program now rounds to 2 decimal places
Customisation for (customer) required fix for test for last column to upload
Version 11.2.25 (16-Dec-2008 )
Fix for SQL bug in Actuals download where Resource Grp column is removed
Version 11.2.24 (12-Dec-2008)
Added parameters to Download API
Version 11.2.23 (3-Dec-2008)
Change to customisations for (customer)
Version 11.2.22 (3-Dec-2008)
Fix for Sheet/Book identification code used by "Lite" workbook
Change to names in Project level DFF download parameters for specific customer
Version 11.2.21 (1-Dec-2008)
Loading Details form will populate additional Project header columns
Customisation for (customer) Key Member column was not populating on download
Version 11.2.20 (25-Nov-2008)
Fix for Edit mode for Financial Plans not determining the correct Draft Plan version number
Version 11.2.19 (13-Nov-2008 )
Fix for periods form not writing values if starting period was blank
Error messages are accumulated in the cell rather than written over by subsequent messages
All Raw Cost, Burdened Cost and Revenue amounts checked against currency precision
Fix for bug introduced in 11.2.17 ignoring Period values after first gap in values on row
Version 11.2.18 (12-Nov-2008 )
New option on the Project form to retrieve existing Plan Settings
Mod to Plan form to allow clearing of the Change reason LOV
Version 11.2.17 (11-Nov-2008 )
Minor form mods to prevent Excel automatic wrapping cell contents
Modified Banned profile option to be site and user as well as responsibility
Change red error colour on forms to lighter colour as easier to read
Mod for (customer) to stop processing Period columns after the Last Actuals Period + 1
Version 11.2.16 (8-Nov-2008)
New Project Status download criteria "All But Closed in Prior Years"
Fix for bug introduced in 11.2.04 stopping Budget Types from being uploaded
Added Specific Key Member download for (customer)
Version 11.2.15 (7-Nov-2008 )
Download was writing Task Number on subsequent row when All Budgetable Tasks option selected
Customization added for (customer) to prevent original Forcast Budget from being loaded
Customization added for (customer) to switch PA Period to GL Period on upload
Version 11.2.14 (4-Nov-2008 )
Add multi-select to Organizations in Download form
Add multi-select to Key Members in Download form
Add multi-select to Class Codes in Download form
Re-enabled override for Resource List Members
Fix required for Period Name column position for Excel 2007
Removed Period Type selection from Download and Periods forms when GL Periods used as PA Periods
Bug fix for Invalid Type message when no existing users in named User form
Minor DFF form fix where Context column missing in certain circumstances
Version 11.2.13 (3-Nov-2008)
Support BUDGET_TYPE_CODE DFF Context Reference
Version 11.2.12 (31-Oct-2008)
Further fix for message problem introduced in 11.2.05
Version 11.2.11 (30-Oct-2008)
Fix for message problem introduced in 11.2.05
Fix for empty Periods LOVs on Download form bug introduced in 11.2.07
Version 11.2.10 (27-Oct-2008)
Fix for bug in not detecting Period Name heading on row 8 due to changes for Excel 2007
Change to custom code for (customer) to determine next period
Set download starting row for (customer) to row 10
Paste buffer was clearing when loading Download form. This stopped the new Project List feature from working with Excel based lists
Custom right-click menu added for (customer)
New profile option added to allow the blocking of responsibilities from using the tool
Version 11.2.09 (24-Oct-2008 )
Upgraded connection module for R12 logging
Version 11.2.08 (23-Oct-2008 )
Bug fix to new extended range code for Excel 2007
Fix Invalid use of Null error in (customer) customisation
Stop Periods form overwriting existing 1st period with current period
(customer) customisation was allowing current period to be uploaded for the Forecast Plan
V ersion 11.2.06 (20-Oct-20 08)
Increase support from 256 to 2000 columns for Excel 2007
Increase support from 65536 to 1 million rows for Excel 2007
Moved (customer) profile option installation to external setup script
Added control for (customer) preventing upload into Current or Prior periods for "Forecast" Plan Type
Version 11.2.05 (16-Oct-2008)
DFF module upgraded to current standard
Fixed bug in Edit mode for Financial Plans stopping the upload
Minor bug fix for fault in Edit options causing some rows to be replaced unnecessarily with the same data
Edit options turned off for Financial Plans prior to PA.M RUP4
Stopped large downloaded text values from causing cells to wrap
Task download function on Project form was not retrieving some of the optional Task columns
Customisation added for customer to control upload of the 'Project Budget' Plan Type by Profile Option
Customisation added for customer to stop upload of the 'AFC' Plan Type
Customisation added for customer to stop change of the existing Plan Type Settings
Turn off unlock when not Baselining Plan
Version 11.2.04 (10-Oct-2008)
Added Right-click menu functionality and option to Hide the Main toolbar
Apply licence key control to Download function
New Upload Options form replaces Baseline and Replace/Edit toolbar options
New option added to create non-current draft financial plan
Fix to stop Actuals Download using PJI tables prior to Family Pack M
Added feature to download form. User can paste in a list of project numbers. The list can be delimited by carriage returns or commas or both
Version 11.2.03 (6-Oct-2008)
Add workaround for Network Rail for Process Structure updates problem
Version 11.2.02 (9-Sep-2008)
Enable the "Edit" upload options for Financial Plans
Version 11.2.02 (9-Sep-2008)
Enable the "Edit" upload options for Financial Plans
Version 11.2.01 (3-Sep-2008)
Allow download to include end-dated Budget Types
Version 11.2.00 (27-Aug-2008)
Support added for Activation Key installation
Client specific customizations completed for (Australian customer)
Version 11.1.13 (7-Aug-2008 )
Improvements to Named User maintenance form
Changed names of Login options. SSO method is now Standard
Version 11.1.12 (4-Aug-2008 )
Bug fix for new column positioning error introduced in 11.1.6
Allow upgraded Budget Types to appear in Download LOV
Version 11.1.11 (31-Jul-2008 )
Server Debug option added for uploads. Requires XML package body version 3.2.15
Database trace option added for uploads. Requires XML package body version 3.2.16
Version 11.1.10 (22-Jul-2008 )
Fix for customisation for loading Raw Cost. Plan Setup flag was not set to Yes
Remove Raw Cost option for users
Version 11.1.9 (22-Jul-2008)
Add another parameter to Adjust Agreement function for and fix bug in Funding Check
Version 11.1.8 (17-Jul-2008)
Client specific customizations added for automatic Agreement creation
Version 11.1.7 (9-Jul-2008)
Tracing options added to download form
Paste buffer cleared on download to prevent Excel from copying it into inserted rows
Version 11.1.6 (30-Jun-2008)
Allow Mid Task budgeting for Financial Plans
Performance improvement for Actuals download using Mixed level Budget Entry Method
Tracing options added to download form
Version 11.1.5 (25-Jun-2008)
Fix to Load Line process. Where total of Raw Cost, Quantity etc was zero line was not being loaded
Version 11.1.4 (21-Jun-2008)
Design change to Plans form
Stop 'Date Range' from appearing in Plan Settings LOV
Version 11.1.3 (20-Jun-2008)
Change to SET_GLOBAL_INFO procedure call for R12
Enable full list of responsibilities on login
Change to view used for Key Members
Version 11.1.2 (19-Jun-2008)
Key Member search criteria now only includes active Key Members at current date
Changes to improve Download performance
Version 11.1.1 (18-Jun-2008)
Fix for Project validation bug introduced in last version
Complete Project Name search feature
Version 11.1.0 (12-Jun-2008)
Change to Create Agreement customisation for R12
Allow Project and Task searches to include Project and Task Name as well as Number
Version 11.0.9 (8-Jun-2008)
Added joins to Actuals download to help optimiser for performance reasons
Added client specific enhancement to create an agreement if none exists
Added client specific customisation to remove Replace/Edit mode LOV
Version 11.0.8 (29-May-2008)
Removed use of temporary table for query optimisation
Version 11.0.7 (28-May-2008)
Added override for Project Statuses. This also affects all Project searches and validation
Version 11.0.6 (19-May-2008)
Tuning required for new download because of statistics problem on temporary tables
Version 11.0.5 (15-May-2008)
Added Trace option for main download routine. Requires M4APS_XML package body 3.2.04 or greater
Turn off Post_Login_Events for Maintain Users login
Version 11.0.4 (13-May-2008)
Removed property from sort function stopping upload working in Excel 2000
Version 11.0.3 (7-May-2008)
Minor changes in case where PA Periods are not defined
Version 11.0.2 (7-May-2008)
Minor changes in case where PA Periods are not defined
Initialization added for R12 to correct session caching problem
Version 11.0.1 (4-May-2008)
Customization for two customers to automatically adjust the Agreement amount
Version 11.0.0 (4-Apr-2008)
Actuals Download supports new Project Performance (PJI) and PSI models
Fix for failure in "Edit" load options if no Resources used - applicable to PA.M
Client specific customisation - they want Quantity to be the Absolute value of the Burdened Amount
Version 10.1.1 (29-Feb-2008)
New Project and Task filters added to Download form
Version 10.0.10 (21-Feb-2008)
Rebuilt Download for performance purposes and to make ready for Project Performance Actuals
Changed Period LOVs to sort by Date rather than alphabetically
Two client specific customisations added
Version 10.0.9 (15-Feb-2008)
Efficiency added to download where Period Range parameters used
Stop Line Comment value being retrieved if the spreadsheet column is removed. This prevents the 'staircase' effect in the Period data unnecessarily
Version 10.0.8 (12-Feb-2008)
Plan lines were not being loaded in Patchset L
Version 10.0.7 (9-Feb-2008)
Form fixes to ensure Excel does not truncate strings with leading numbers etc
Version 10.0.6 (5-Feb-2008)
Message added if no agreement exists to fund project from
Version 10.0.5 (2-Feb-2008)
Forms upgraded for R12 and new links for on-line documentation and Release notes
Version 10.0.5 (2-Feb-2008)
Forms upgraded for R12 and new links for on-line documentation and Release notes
Version 10.0.4 (13-Dec-2007)
Download was not using Overrides for Budget and Plan Types. Only affects "All" options in download LOV
Version 10.0.3 (10-Dec-2007)
Download split into one run for each Budget in order to stop large downloads timing out
If using "Show all Budgetable Tasks" some Task Numbers were being overwritten
Version 10.0.2 (28-Nov-2007)
Funding Adjustment was not working for Plans unless the Plan preferences were set to Revenue Only
Version 10.0.1 (21-Nov-2007)
Fix for stopping upload if Plan Type not already assigned to Project (10.0.0 bug)
Version 10.0.0 (24-Oct-2007)
Support added for new R12 connection
Version 9.2.13 (15-Oct-2007)
Mod to Key Member security to ensure Key Member is current
Version 9.2.12 (19-Sep-2007)
DFF form was loading if user selects row number < 10
Added new techniques to help prevent toolbars locking up
Version 9.2.11 (27-Aug-2007)
Fix for ORA-01403: no data found in Package PA_BUDGET_PUB Procedure create_draft_budget
LOV in Periods setup form now defaults to current Period
Handle unwanted scientific formatting by Excel in large numeric Project and Task Numbers
Version 9.2.10 (8-Aug-2007)
Enhancements for Planning Resource Lists
Version 9.2.9 (6-Aug-2007)
Bug fix for zero budget not being recognised if prior budget loaded was non-zero
Version 9.2.8 (19-Jul-2007)
Stopped Quantities being downloaded in Financial Plans where Quantity not displayed in Web Form
Version 9.2.7 (17-Jul-2007)
Added support for Planning Resource Lists
Version 9.2.6 (9-Jul-2007)
VBA Protection entirely automated. Use Excel Protection from Excel menu - Tools / Protection
Upload was not working in Excel 2000 due to Sort arguments not valid in this version
Version 9. 2.5 (8-Jul-2007 )
Protection requires to be reset by program because it does not survive closing and re-opening
Version 9.2.4 (6-Jul-2007 )
Added Protection form to BW Setup Toolbar
Version 9.2.3 (5-Jul-2007 )
Download Period totals were not working if Amount column removed
Download Totals were not working except for last Project where multiple Budget Types chosen
Version 9 .2.2 (3-Jul-2007 )
Fix for Cross Project Security access turned off in 9.1.1
Version 9.2.1 (29 -Jun-2007)
Fix for Task validation failing if new Task Description or Cap/Bill Flag columns used
Version 9.2.0 (26-Jun-2007)
Fix for problem loading Financial Plans. Requires Budget Wizard package body 3.0.8
Financial Plan loader converted to composite type AMG procedures
Version 9.1.1 (15-Jun-2007)
Added date criteria to download so end-dated Key Members can't download data
Fix for Actuals / Budget label not working properly in download
Version 9.1 .0 (8-Jun-2007 )
Added Custom Query ModuleVersion 9.0.4 (5-Jun-2007)
Added .5 second delay in Workbook Open to avoid crash in Excel version 11.8134.8132 SP2
Version 9.0.3 (31-M ay-2007 )
Changed order of running for execute_calculate_amounts to before final budget creation
Version 9.0.2 (30-May-2007 )
Fix to potential sort problem excluding the header record prior to duplicate checking during upload
Version 9.0.1 (25-May-2007)
Fix to client specific customisation
Version 9.0.0 (19-May-2007)
Single Sign-on supported
Version 8.2.06 (14-May-2007)
Fixed minor bug in hide/display columns function
Fixed Task download function for Projects with Financial Plans - was showing all Tasks
Version 8.2.05 (9-May-2007)
Fixed minor bug in Plan Header form
Version 8.2.04 (9-May-2007)
Fixed minor bug in Plan Header form
Added cell formatting for Download Tasks and Resources from Project form
Client specific customisation added
Change to complete loading Budget Lines before commencing Resource Lines load for Financial Plans
Currency LOV fixed to prevent base currency failing validation on upload
Version 8.2.03 (8-May-2007)
Introduced PL/SQL bug in version 8.2.01 when loading Budgets
Version 8.2.02 (31-Apr-2007)
Minor SQL performance enhancements added
Formatting fixes for Details form to stop Excel truncating Task Number and Resource values
Version 8.2.01 (17-Apr-2007)
Fix for occasional subscript out of range error on upload
Added Change Reason to download criteria - Also allow to select Baselined version
URLEncoding required on parameters for new SQL performance enhancement technique
Change to new API in PA.M for Financial Plans. Requires Budget Wizard Package Body version 3.0.7
Remove duplicated calls checking period type prior to each budget/plan download
Added Project Type, Project Organization, Project Status to optional columns list
Redesigned Download to make more efficient on network traffic
Performance improvement in checking GL/PA period usage on login
Removed constraint stopping program from uploading budgets/plans for closed projects
Added Period column totals if totals requested on download form
Use blank column rather than insert new one to stop inserting too many columns
Added new optional "Task Description" and "Cap/Bill Flag" columns
Version 8.2.00 (19-Mar-2007)
Fix for timeout problem caused by Internet Explorer 7
Version 8.1.34 (22-Feb-2007)
Client specific customization added
Version 8.1.33 (7-Feb-2007)
Further Fix setting workbooks and sheet names
Version 8.2.31 (5-Feb-2007)
Fix for 'Lite' Workbook setting External workbooks and sheet names
Fix for problem using 'Both' Radio button on download form
Version 8.1.31 (31-Jan-2007)
New multi-Budget/Plan Type selection option on download form
Handle missing port number in connection URL for default port 8000
Version 8.1.30 (28-Dec-2006)
New download feature to create Totals for the Budget/Actuals, and Row totals for Period phased amounts
Completed Mods for installation on OOD instances
Stop spreadsheet from recalculating during download
10g database was not being detected properly for non-ASCII character handling
Version 8.1.29 (22- Nov-2006 )
Remove loop in toolbar creation procedure
Cosmetic improvements to About form
Fix for not determining Resource List Grouping before Details form load for Plan Types
Remove Resource ID -99 from Resource List Member LOV
Budget & Plan Header, Project, and Details forms enhanced to suppress unwanted field display
Version 8.1.28 (16- Nov-2006)
Patch tests changed to recognise Family Pack M rollup patches 2 and 3
Version 8.1.27 (15-N ov-2006 )
Download of Draft Plan Types was not limiting the selection to the Current version
Fix for Budget Types all Budgetable Tasks download
Cosmetic improvement to login form
Version 8.1.26 (14-Nov-2006)
Option added to Download to retrieve all Budgetable Tasks even if no Budget/Actual Lines exist
Version 8.1.25 (9-Nov-2006)
Handler added for errors caused by apostrophe character in filename
Override feature was not working
Re-enable URL Setup button if login fails
Version 8.1.24 (6-Nov-2006 )
Call to private package added to unlock Draft Plan Versions after upload as AMG leaves them locked for some strange reason
Version 8.1.23 (31-Oct-2006)
New Project and Line sort options in download form
Version 8.1.22 (25-Oct-2006 )
Sorting of download data was not correct when Line level DFFs used
Version 8.1.21 (24-Oct-2006 )
Task Criteria was not working for Budget downloads
Version 8.1.20 (4-Oct-2006 )
Support Contingent workers in LOV for personnnel in PA.M
Unlocks Current Working Draft Plan Version after Baseline (AMG leaves it locked)
Version 8.1.19 (26-Sep-2006)
If revenue Budget Type was selected, some of the Actuals options were being disabled. This is no longer relevant as from 8.1.00 you may download Cost or Revenue Actuals regardless of the Budget Type Class
Version 8.1.18 (19-Sep-2006)
Minor tidyups to download SQL. Stop sorting by columns not included in download
Fix for Budget doubling up issue when PA and GL Periods are the same
Version 8.1.17 (15-Sep-2006)
Performance improvement to Download where specific Task Selected. User can now select only Top or Lowest Tasks
Version 8.1.16 (13-Sep-2006)
Fix for sorting problem introduced in 8.1.11 affecting Actuals+Budgets Types downloads only
Version 8.1.15 (12-Sep-2006)
Was not downloading Resources properly for Revenue Plan Versions
Version 8.1.14 (08-Sep-2006)
Buttons switching from GL to PA periods and back were not working properly
Download was appending 0 zero to some Resource List members in Budget section
Version 8.1.13 (07-Sep-2006)
Fix for Revenue currency code overriding Cost currency code in download
Version 8.1.12 (04-Sep-2006)
Fix for incorrect mandatory join to Budget Lines in 8.1.11
Version 8.1.11 (01-Sep-2006)
Fine tuning to Download form for new currency options
Actuals linked to Budgets so that downloaded amounts are summarised at the same level in associated Mixed Tasks Budgets
Version 8.1.10 (30-Aug-2006)
Added Hours Actuals download
Version 8.1.09 (22-Aug-2006)
Added Event Revenue to Actuals download
Version 8.1.08 (21-Aug-2006)
Significant Performance improvement when downloading both Actuals and Budget
Version 8.1.00 enhancements for multi-currency download reinstated in this version
Currency Code validation was limiting currencies to those already used instead of all currencies available on the project
Version 8.0.42 (11-Aug-2006)
Fix to Project form affecting program only if Budget Header not on the same row
Fix for Details form required for when Task Number on previous line
Version 8.0.41 (26-Jul-2006)
Added Budget Version level DFFs
Increased efficiency of processing of non ID based DFF segments in Download
Fix for Resource List Member validation failing on first upload attempt
Version 8.0.40 (12-Jul-2006)
This version reverts to the 8.0 series due to continuing performance problems with the new Actuals download functionality in 8.1
We will reinstate this when the SQL can be tuned to provide acceptable performance
All other recent enhancements have been migrated to 8.0.40
Version 8.1.02 (5-Jul-2006)
Performance improvement to Actuals Download
Version 8.1.01 (30 -Jun-2006 )
Performance enhancement in Key Member search in Download form
Version 8.1.00 (26 -Jun-2006 )
Significant changes to Actuals Download to allow choice of currency type and allow choice of Actuals or Revenue rather than depending on Budget Type
Bug fix for download failing if user removes Resource Grp column
Fix for problem using Excel 97 (Replace97 proc)
Version 8.0.39 (8-Jun-20 06 )
Removed check on Baseline permission - allow Oracle security to validate this
Add warning for Actuals download broken in family pack M. Fixed in rollup patch
Version 8.0.38 (11-M ay-2006 )
Project form was not loading after a failed upload attempt
Security enhancement - only Super Users and Project Key Members allowed to download Project Budgets
Version 8.0.37 (26- Apr-200)
Login enhanced to allow non alphanumeric and space characters in password
Enhancement to login form to better show HTML error messages
Version 8.0.36 (4-Ap r-2006 )
Allow selection of non-upgraded Budget Types with same name as Plan Type
Allow Forcasting Budget Types
Version 8.0.35 (24-Feb-2006)
MS-Office Calendar replaced with VBA calendar
Calendar positioned for Excel 97
Version 8.0.34 (2-Feb-2006)
Loop added to counter intermittant failure to show toolbars on startup
Version 8.0.33 (12-Jan-2006)
Logout was not clearing Joint Login values
Version 8.0.32 (16-Nov-2005)
Stop login loop if M4APS_XML package not installed
Late binding implemented for Calendar Control
Change to Joint Login feature to share user id
Version 8.0.31 (1-Nov-2005)
Added mechanism to share login for operating multiple Wizards
Version 8.0.30 (9-Oct-2005)
Further fix for problem updating budgets in Edit mode
Edit mode options were not correctly handling Date Range phased budgets
Change to stop Budget Header form showing Budget Types upgraded to Plan Types
Version 8.0.29 (7-Oct-2005)
Stop Plan Types form from loading for Oracle releases prior to 11.5.9
Version 8.0.28 (5-O ct-2005 )
Fix for problem updating budgets in Edit mode
Version 8.0.27 (5-Sep-2005)
Fix for incorrect Project Type parameter stopping Actuals download
Version 8.0.26 (3-Aug-2005)
Fix for certain DFF Value sets containing $Profiles$: and IN statements
Version 8.0.25 (26-Jul- 2005 )
Stop repeated DFF configuration caching when no columns defined
Version 8.0.24 (21-Jul -2005 )
Certified for PA Family Pack M
Named user form was not handling over 32767 users
Expired users removed from Named User form
Version 8.0.23 (13-Jul-2005 )
New option to allow download of zero budgets
Version 8.0.22 (6-Jul-2005)
Fix for MLS code change affecting procedure calls including apostrophe characters
Support new login validation method
Version 8.0.21 (25-Jun-2005)
Remove Digital Certificate
Version 8.0.20 (24-Jun-2005)
Was not providing full Responsibility LOV for Named User maintenance
Version 8.0.19 (22-Jun-2005) )
Fix DFF reference field issues
Version 8.0.18 (15-Jun-2005)
Duplicate check was not picking up subsequent duplicates if immediately after on sheet
Changes for MLS tables
Fix bug in DFF module
Version 8.0.17 (14-Jun-2005)
Fix to Actuals download SQL for Task level override
Version 8.0.16 (06-Ju n-2005 )
Fix MLS issue in DFF module
Changes to download to only match Revenue budgets with Actual Revenue and Cost Budgets with Actual Costs
Performance improvement for Actuals download
Bug Fix: Invalid subscript value used in A_CacheIdData array
Support for languages using non-ascii character sets added
Version 8.0.15 (24- May-2005 )
Apply Date Range criteria to Actuals and non-Period phased Budgets
Version 8.0.14 (23-May- 2005 )
Fix for fault in Resource validation only affecting very large Resource Lists
Fix for error in Replace options for non Mixed Tasks budgets
Apply Period criteria to Actuals even if selected budget is non-Period phased
Version 8.0.13 (18-May-2005)
Performance improvement for downloads involving multiple projects
Version 8.0.12 (12-May-2005)
Download form was not working if Key Member selected and no Role selected
Version 8.0.11 (9-May-2005)
Bug Fix in DFF module for non-validated value sets
Version 8.0.10 (4-May-2005)
New option to suppress Budget Quantity from download
Support apostrophe character in DFF values, bug fix to DFF array function
DFF download function converts any ID to Value
Message added to avoid misleading Oracle message if AMG:Baseline function excluded
Version 8.0.09 (21-Apr-2005)
Support Profile Option in DFF Context Reference field
New download options for all budget/plan types
Fix for array problem checking Parent/Task integrity
Version 8.0.08 (14-Apr-2005)
DFF module Performance improvements. Add support for ID columns
Version 8.0.07 (31-Mar-2005)
Fix for problem retaining Digital certificate
Login configuration hidden if Setup Toolbar not shown
Version 8.0.06 (16-Mar-2005)
Fixes to SQL column aliases for downloading Actuals
Defaults were not applying for DFFs in upload process
Version 8.0.05 (11-Mar-2005)
Certified for 11.5.10
Recalc switched to Manual temporarily to improve upload and download performance
Download was producing extra lines for Plan Types
Version 8.0.04 (02-Mar-2005)
Fix for European decimal character not being handled properly
Bug fix for Edit mode options wrongly swapping to Replace mode where no Resource List
Version 8.0.03 (24-Feb-2005)
Removed constraint on non-ascii characters
Minor fix to DFF form
Version 8.0.02 (22-Feb-2005)
Performance mod to DFF module
Version 8.0.01 (17-Feb-2005)
Bug Fix - was not allowing for missing DFF Context column
Moved check for chr(0) characters in XML to package
Version 8.0.00 (14-Feb-2005)
Added Descriptive Flexfield functionality
Added support for Named User licence model
Version 7.0.18 (21-Jan-2005)
Fix to cope with numeric values in array search
Version 7.0.17 (19-Jan-2005)
Prevented "Replace" mode from uploading zero lines
Removed AMG security message for Cross Project Update users
Fixed bug in upload if "Upload Error" column removed
Version 7.0.16 (18-Jan-2005)
Task Parent/Child integrity check extended for "Edit" upload options
Version 7.0.15 (14-Jan-2005)
Upload performance improvement for very large budgets
Added control over Raw Cost / Burdened Cost to Download form
Speed increase for downloads by increasing packet size to 1024 from 200
Fix for Download not working properly for Budgets at Resource Parent level
Version 7.0.14 (22-Dec-2004)
Minor performance improvement in XML processing
Version 7.0.13 (15-Dec-2004)
Bug fix for Plan Types. Was re-using 1st project for multiple budget upload
Added check for required SubMenu to prevent confusing AMG security message
Version 7.0.12 (14-Dec-2004)
Pre-caching up to 10,000 Resources to improve performance
Pre-cached Periods to improve performance
Binary searches employed for validating Tasks, Resources, and Periods
Version 7.0.11 (10-Dec-2004)
Upload efficiency improvement for Budgets
Version 7.0.10 (07-Dec-2004)
Fix to re-enable toolbar when file saved under a different name
Added 'Original Flag' column to allow setting of new baselined version to be original
Added 'Download Resources' button to Project Form
Version 7.0.09 (18-Nov-2004)
Enhancement to prevent zero lines from being loaded
Change to login configuration
Version 7.0.08 (08-Nov-2004)
Added parameter for Settings sheet for external calls
Version 7.0.07 (03-Nov-2004)
Add Suppress Warning option for "Same Project" message
Modified to operate on any WorkBook and WorkSheet passed as input parameters
Added Get_Oracle_Data function. Returns a recordset based on a user defined SQL statement
Added Download_Budget_NoForm procedure to perform budget download with hidden form
Fix for get_task_id. Moved Get Session ID to after header validated
Version 7.0.06 (18-Sep-2004)
Fixed bug affecting download where Quantity and Amount values included
Version 7.0.05 (10 -Sep-2004 )
Removed VBProject code to avoid Trusted VB Project issues
Version 7.0.04 (08-S ep-2004 )
Added Public Function call Get_Oracle_Data
Version 7.0.03 (02- Sep-2004 )
Stop Plan Type code operating for Apps versions prior to PA.K
Version 7.0.02 (01-Se p-2004 )
Fix for Auto Funding and Resource Parent Profile option values not cached correctly
Version 7.0.01 (11 -Aug-2004 )
Multi-Currency Plan Types supported
Fix for same task number in next project not being downloaded
Added facility to export/import login configurations
Added support for secure socket connection
Fix for chr(0) characters crashing XML parser
Removed duplicate call to upload sequence
Add Function to Check for non-Ascii characters
Check for duplicated column headings added
Version 6.0.26 (27-Jun-2004 )
Change to download SQL to avoid Oracle bug 3110923 in database version 9.2.0.4
Version 6.0.25 (22-Jun-2004)
Change Responsibilities fixed size array to dynamic
Version 6.0.24 (21-Jun-2004)
Switched to different IE API to better handle UTF8 character set
Version 6.0.23 (02-Jun-2004)
Fixed problem with multiple Budget uploads
Test added to ensure dates correctly converted
Login script change to allow for port numbers larger than integer size limit
Version 6.0.22 (28-May-2004)
Add Budget Line procedure was not completed
Changes required to handle single quotes in strings
Changes to BW package to handle error messages > 2000 characters
Version 6.0.21 (24-May-2004)
Added exception handler for Oracle bug in execute_calculate_amounts
Version 6.0.20 (17-May-2004)
Diagnostic buttons added to login configuration form
Version 6.0.19 (05-May-2004)
Enhancements to Server Error handling
Version 6.0.18 (04-M ay-2004 )
Fixed SQL XML formatting errors in Actuals Downloads
Version 6.0.17 (03-M ay-2004 )
Handling for no PA resonsibilities added
Version 6.0.16 (29-Apr -2004)
Data caching changes to improve performance
New form added to allow errors to be fixed while uploading
Version 6.0.15 (28-Apr-2004)
Fix to login form for identical URL settings
Change to Organisations and Project Roles LOVs
Fix for US date format being returned by XML for non-US customers
Version 6.0.14 (27-April-2004)
Improved message handling for XML errors
Version 6.0.13 (14-April-2004)
White space error fix for Resource search
Improved Parent/Task integrity check reporting
Version 6.0.12 (07-April-2004)
New validation for Budget date range outside Task date range
Very large performance improvement in Task validation process due to cache
Require criteria for Resource Search
Version 6.0.11 (03-Apr-2004)
Add Debug code and status messages
Added custom wrappers for Create_Draft_Budget and Baseline_Budget
Version 6.0.10 (02-Apr-2004)
Method change to handle budgets > 32 KB to workaround PL/SQL limitation
Version 6.0.09 (01-April-2004)
Search option added to Tasks on Download form to improve performance
Version 6.0.08 (30-Mar-2004)
"Rejected Budgets" counter added
Version 6.0.07 (27-Mar-2004)
Error message handler added to calculate amounts
Error message handler added to create draft budget
Version 6.0.06 (26-Mar-2004)
Resource Parent Profile option was not being checked
Minor fix in Download form to re-enable Download button after Clear
Added 'Upload Error' optional column to retain error messages
Version 6.0.05 (18-Mar-2004)
Update Help form. Remove redundant login procedure
Present expiry date in DD-MMM-YYYY format
Version 6.0.04 (17-Mar-2004)
Display Package information in About form
Version 6.0.03 (17-Mar-2004)
Use alternate HTTP request method for logging in
Version 6.0.02 (17-Mar-2004)
Changed profile set call to use generic procedure handler
Version 6.0.01 (15-Mar-2004)
Change from ADO to XML HTTP data access method
Version 5.7.16 (25-Feb-2004)
Change to method of determining bottom of a Budget. Now, new values in either the Project Number OR Budget Type columns will indicate the start of a new budget
Version 5.7.15 (23-Feb-2004)
Draft definition changed to include 'Submitted' draft budgets for download purposes
Added ability to select a range of Budgets to upload
Version 5.7.14 (20-Feb-2004)
New button on Setup toolbar allows show/hide of Template sheet
Added public code to enable double-click in external workbooks
Version 5.7.13 (30-Jan -2004 )
Removed problem call to pa_security. Oracle's procedure is simply not reliable and returns "N" when user has Key Member access to project but is not super user
Version 5.7.12 (10-Dec-2003)
Ignored AMG bug in Calculate_Amounts
Streamlined Execute_Calculate_Amounts call to reduce unnecessary work
Version 5.7.11 (19-Nov-2003)
Enhance About form and password expiry feature.
Allowed numeric characters at beginning of database password
Stopped use of expired Responsibility assignments
Get Tasks feature was copying Task Number rather than Name into Name column
Mod to About form to show logged in user
Now requiring criteria in search boxes
Version 5.7.10 (5-Nov-2003)
Test added for database user's password expiry.
Version 5.7.09 (22-Oct-2003)
Cosmetic enhancements to forms and date formatting. Mandatory fields now colour coded.
Version 5.7.08 (07-Oct-2003)
Added call to Budget Calculation Extension after Create Draft Budget.
Version 5.7.07 (06-Oct-2003)
Added Initialize proc call for PA_SECURITY.
Version 5.7.06 (02-Oct-2003)
Removed "vbmodal" bug affecting Excel 97.
Version 5.7.05 (19-Sep-2003)
Added "Get Tasks" button to Project form. Now you can pre-populate the spreadsheet with the numbers of Budgetable tasks once the Project is selected.
Version 5.7.04 (09-Sep-2003)
Added login parameter fix for Oracle patch 3009044.
Version 5.7.03 (31-Jul- 2003 )
Bug fix. Only affected implementations where PA Periods = GL Periods. Download feature was unable to create columns for Period Names. Workaround was to have them in the sheet already.
Removed feature greying out PA / GL Period selection where they are the same, as client wanted to distinguish Actuals download.
Version 5.7.02 (28-Jul-2 003 )
Removed DLLs due to continuing problems with Excel 97, which seems incapable of considering a public library executable without expressly resetting the security permissions.
To avoid other problems with component-challenged machines, have removed all More4Apps logos from user forms, and converted the Flexgrid form for Overrides to a simple form.
Fixed bug in Download module only affecting installations with PA Periods = GL Periods
Version 5.7.01 (16-Jul-2003)
Upgraded to comply with PA patchset K.
Noted Oracle have still not fixed the INVOKER rights bug in PA_AGREEMENT_PUB.
Error message handler enhanced to cope with PA.K's response to the bug.
Version 5.6.17 (10-Jul-2003)
Added Workbook version to About form.
PA_Security package still causing a problem. Modified to include package call in SQL then repeat SQL operation without package call if error arises. Mod is only in DLL, not Workbook.
Version 5.6.16 (21-Jun-2003 )
Specific handler changed to generic handler as now more than one site has encountered the problem.
Version 5.6.15 (18-Jun-20 03 )
Specific handler added to cope with uncommon problem calling the standard PA_Security package.
Version 5.6.14 (24-May- 2003 )
Mostly cosmetic enhancements to date handling in Details form and Upload process. Now cells stay in date format rather than text.
Version 5.6.13 (20-Apr-2 003)
Bug existed where Parent and Child Resource list members have the same name. Form assumed Parent or Child depending on which it had cached first.
Also program was unable to upload as it could not decide which was which.
Enhanced added to allow "|" notation in Parent Resource.
Form also requires specific selection from LOV before allowing ambiguous value.
All the above only applies to Grouped Resource Lists where "Resource Grp" column NOT used.
Version 5.6.12 (20-Apr-2003)
Added new override for PA_RESOURCE_LIST_MEMBERS.
Added new configuration option to allow prevention of budgeting at the Resource Group level in grouped Resource Lists. Default is to allow budgeting at both levels.
Version 5.6.11 (15-Apr-2003)
Added "Validate Only" option. This option performs everything but the actual uploads to AMG. It bypasses the Trial Version restraint as no data update is performed.
Version 5.6.10 (10-Apr-2003)
Added Logout button to toolbar
Version 5.6.09 (8-Apr-2003)
Discovered AMG does not prevent budgets from being uploaded where both Top and Bottom tasks have budget values. This is prevented in the standard form.
Added validation to prevent this from happening.
Version 5.6.08 (31-Mar-2 003)
Enhancement to Download feature at customer request. Can now include new optional parameter Budget Entry Method in the criteria. Default is none. Selection can be cleared using the Clear button.
SYSTEM password owner may now alter the template sheet by logging in as system in the DBA Setup form.
Toolbars may now be positioned by the user. When the workbook is saved, so is the toolbar location.
Version 5.6.07 (19-Mar-2 003 )
Enhancement to Actuals Download feature at customer request. Can now breakdown Actuals by the following columns if the column headings exist:
* Expenditure Category
* Expenditure Type
* Non Labor Resource
* Revenue Category
Version 5.6.06 (3-Mar-2003)
Fixed Bug causing closure of link to DLL if worksheet closed then close aborted.
Version 5.6.05 (18-Feb-2003)
Fixed bug in Downloading Budgets by Project Type. Was retrieving no data.
Version 5.6.04 (30-Jan-2003)
Minor improvement to error handling for date validation for date range phased budgets.
Moved Licence and other procedures to DLL.
Version 5.6.03 (18-Dec-2002)
Enhancement at customer request - upload functions require to be called by external macros. Made both upload procedures public
Can now be called by macros with the following syntax:* Application.Run "'Budget Wizard v56.xls'!Upload_Selected_Budget"
Alternatively we have built a macro you can use in your custom application. It is better than the above in that it is tolerant of any filename you use for Budget Wizard. The full text of this is in the section titled "Write your own Macros"
Requirement - the procedures must be called with the Wizard workbook loaded and cursor in an appropriate location on the datasheet (N/A for Upload all Budgets)
Version 5.6.02
17-Dec-2002. Bug fix. Task selection in Budget Details form for Top and Bottom level budgets was returning all tasks, not just tasks for the selected project.
Point release numbering system changed.
Version 5.6.01
New functionality added to allow the overriding of the main LOVs by creating custom views.
The installer may create different versions of the spreadsheet showing different sets of data for Projects, Tasks, Budget Types, Budget Entry Methods, and Resource Lists.
Version 5.5
Adjustment to AMG login procedure to cope with different number of parameters in PA.J patch set.
Clearer error messages added if no Current PA Reporting Period encountered.
Password change command changed to more flexible syntax.
Major change - In order to enable Budget Wizard to be used in conjunction with Project Wizard, i.e. to share the same worksheet which includes Project and Budget data, the convention for determining the end of a budget has changed.
Previously Budget Wizard required the Project Number to be repeated on every line. The end of a particular budget was identified by a change in Project Number. Therefore it was not possible to have blank lines within a budget.
Also the Task Number was required for every line (for task level budgets)
New convention as follows:
The Project Number must be recorded ONLY ONCE. The end of a particular budget is now identified by a non-blank line. If the same project number is repeated, a warning message advises that the repeated Project Number indicates the start of a new budget, giving the user an option to terminate the upload at this point.
The Task Number now is only required for the first row, and will apply for any subsequent rows, presumably containing different Amount Types or Line Comments.
It is perfectly acceptable to repeat the Task Number, although the download function will not bother displaying it except for the first row of any task.
Flash New Calendars !!!! Added to the forms to make typing dates a thing of the past.
Version 5.4
Included in Deployment Wizard.
Licence Key procedure added to unlock Trial Version.
Late-Binding technique added to allow any working MDAC_TYP version from 2.1
MDAC_TYP 2.6 install no longer required for Win2k or XP PCs.
Version 5.3
Automatic Funding Adjustment feature enhanced. A form is provided to allow multiple agreements to be selected.
Bug fix - First Baselined version was not being marked as Original
Bug fix - Upload failed for budgets where Resource Parent was budgeted against.
Versio n 5.2
Major new feature added. Automatic adjustment to Funding for Revenue Budgets.
Now you do not have to alter the funding manually, Budget Wizard can do this if you wish, provided all the normal rules are met. Uses an AMG package released in 11.5.4, or PA patchset D. You will be required to repair a bug in this package first.
New Classifications criteria added to Download form
Bug fix - fix a bug in the ability to load and baseline a zero budget using the Replace mode.
Bug fix - "Edit" options could not have worked properly for budgets time phased by date range. Now all "Edit" options referring to "Period" now work equally well for Date Range phased budgets.
Version 5.1
Support for line level Descriptive Flexfields added.
4.9 and 5.0 were not able to be run on NT4 and Windows 95. Fixed in this release.
Version 5.0
Major new feature added, the facility to download Actuals into the spreadsheet.
Uses the accumulation tables so depends on Update Summary Amounts process.
Versi on 4.9
A maintenance release. Colour scheme changed slightly (irritating shade of purple changed to blue)
Performance tuned using the fastest ADO tools and array processing.
Removed a minor bug in the download form.
Version 4.8
The "Edit Budget" functionality has been extended
The options on the toolbar in 4.7 were:
Replace Budget
Edit Budget
The scope of the range edited (deletes all existing lines and adds new lines from the sheet) could be identified only by the period in version 4.7
New list for version 4.8 is as follows:
Replace Budget
Edit Period (In v4.7 this functionality was labelled Edit Budget)
Edit Task
Edit Top Task
Edit Resource
Edit Resource Parent
Edit Period & Task
Edit Period & Top Task
Edit Period & Resource
Edit Period & Resource Parent
Edit Task & Resource
Edit Task & Resource Parent
Edit Top Task & Resource
Edit Top Task & Resource Parent
Edit Period & Task & Resource
Edit Period & Task & Resource Parent
Edit Period & Top Task & Resource
Edit Period & Top Task & Resource Parent
The above covers all possible variations. Program is smart enough to apply the scope options sensibly, i.e. Edit Resource is ignored for non-Resource level budgets. If the Edit Task & Resource option is chosen and a budget is at task level only, the Edit Task scope is applied.
Edit Resource and Edit Resource Parent means the same thing for single level resource lists.
There are some minor improvements in the Details form, in the area of Resource Lists.
Version 4.7
The following enhancements have been made in this release:
Resources
This area has been enhanced specifically to address the issue discussed above in 4.6:
* Concatenation of Resource Group/Resource is now only compulsory where duplicates actually exist.
Otherwise only the Resource need appear in the cell.
* Users granted new option (via toolbar button) to always perform concatenation if desired.
* Budget Details Form changed to conform to the above.
* Download function changed to conform to the above.
* Upload function. Upload cancelled if program cannot uniquely identify each resource.
* Budget Details Form - Allow users to include query criteria for the Resource group.
New optional column
As an alternative to concatenating the items together, there is a new column labelled "Resource Grp" to contain this data. If the user keeps this column on the sheet, then it is always used to contain the Resource Group. Like all other columns on the sheet, this column may be moved or hidden. Because it is optional, it may be deleted. In this case the program reverts to concatenating the Resource Group and the Resource together, or just showing the Resource (depending on the user option selected)
Handling of Duplicate lines
Users may have repeated budget lines on the worksheet either accidentally or deliberately. The Upload program now presents any such findings to the user and provides the following options:
* Accumulate and Continue (The user intended to do this)
* Continue but Error this Budget (Mistake but identify all such errors)
* Cancel (Stop the upload immediately)
If the user cancels or errors the budget, duplicates are identified on the line status and the offending amount columns are changed to a yellow colour.
Forms and Upload Performance
The number of calls to the database has been reduced to the absolute minimum by caching results of prior calls in memory arrays. Once a Period or Task or Resource is validated, the results are kept for the remainder of the session. As a result the upload program performance starts with up to 3 validation database calls per budget line and can reduce to none. Subsequent uploads benefit immediately from the cached validated data.
As a consequence of the above enhancements there now appears to be two passes through the data, an initial validation run, and then the actual upload. Counters have been placed on the status bar to show users the progress.
Similar techniques have been applied to the Budget Details and Download forms.
Version 4.6
This is the first release containing the Download functionality and fixes the duplicated resource issue in 4.5 by storing resources on the sheet as follows:
Group A|Admin
Group B|Admin
This has resulted in the following feedback:
"The data on the sheet now contains resources that do not match to a list distributed to budget users. These people do not know or need to know about Resource Groups. It makes it difficult to paste budget data into the model from other sources.""
Fair enough, see v4.7
Versio n 4.5
This is the first commercial release. A potential problem existed for users who use a grouped resource list AND who have duplicated resources, i.e.
