Release Notes: Appirio Professional Service Essentials - V 1.1

Appirio PS Essentials leverages Salesforce.com's On-Demand Platform to offer core PSA functionality at a fraction of the cost of traditional solutions.

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Appirio Professional Service Essentials - Version 1.1

Added Functionality:

Project Planner Created!

• Now available - Project-Centric Planner for Assignments, showing Projects on the left-side pane that can be drilled into (this is the inverse of the Resource Planner, which is Resource-Centric)
• Resources can now be assigned to a Project in the drill-down
  
• The Resource layout now contains an embedded "Assignments Control"
• The Project layout now contains an embedded "Assignments Control"
• Added global PS Config wrapper Apex methods
• Added more configuration functionality to Assignments for Timecards via PSE Config values
• Added a configurable trigger to prevent duplicate Resources being created for the same Salesforce user (currently Timecard and Expense UIs rely on there being no more than one Resource per User)
  
• Added a "Allow Timecards without Assignments" checkbox to the Project object (checking the checkbox enables Timecards to be entered for these Projects as "Global Projects")

Known Issues Addressed:

• Addressed a Resource Planner Flex issue that was causing left (Resource) panel to come up blank on certain actions
  

Release Notes: Appirio Professional Service Essentials - V 0.9.2

Appirio PS Essentials leverages Salesforce.com's On-Demand Platform to offer core PSA functionality at a fraction of the cost of traditional solutions.

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Appirio Professional Service Essentials - Version 0.9.2

Added Functionality:

• Resource Planner Additions:
• The "Drag-and-drop" assignment of Open Assignments to Resources on the Resource drill-down screen
  
• Open Assignment sorting on the main Resource Planner page
  
• A Refresh Button
• Configurable Tooltips
• Configurable Resource sorting via new sort field on Resource (to keep open assignments on the top of the page)

Known Issues Addressed:

• Fixed Apex Test "Governor issues" related to the installation by streamlining Apex triggers
• These issues arose after v0.8.6 when we introduced apex config lookups in each trigger
  
• 'CloseAssignmentsWhenProjectCompletes' (after Project update): list of assignments is only updated via DML if list size is greater than zero
• 'UpdateHoursOnAssignment' (after Timecard insert/update): assignments whose hours change are added to the update list and DML update only executes if list size is greater than zero

Release Notes: Appirio Professional Service Essentials - V 0.9.1

Appirio PS Essentials leverages Salesforce.com's On-Demand Platform to offer core PSA functionality at a fraction of the cost of traditional solutions.

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Appirio Professional Service Essentials - Version 0.9.1

Added Functionality:

• Added the 'Project Manager' lookup field to the Assignment object on the Resource record and Resource page layout
  
• Removed the existing 'Project Manager' lookup to the Contact object from the Resource page layout
• Added an Apex wrapper class with internal utility methods
• Added an Apex test method for PSe Config utility methods
• Added PSe Config values to control 6 of 7 PS Essentials Apex triggers, and updated those triggers to check config values to determine whether to run
  

Known Issues Addressed:

• Removed 'Request Deletion' button from other page layouts (Assignment, Project)