Version 33.0 - Release Notes

Version 33.1.67764 released January 31st, 2024 EDT.

• Workspaces: Multiple column views are now available in Tasks and Project Power Grids, allowing you to customize, save, and quickly view specific columns, ordering, and sorting. Workspaces can be found in the Tasks and Project Power Grids via the main menu. Learn more here.
  
  
  • A default set of workspaces has been created to serve as a starting point.
  • Users will have the ability to create and save their own workspaces, and those with permissions to do so will be able to publish those workspaces for use by others in the organization.
  • Users with permissions to publish their workspaces will be able to select from which locations their workspaces may be accessed: from all locations, Tasks, Projects, or Project Templates.
    
    

• Duplicate FROM Project Option: An additional option will be available within the More menu of projects to allow the ability to duplicate and move tasks or phases FROM projects and/or templates. ​Learn more here.

  
  

  • This will allow users to stay within a singular project and pull in phases from outside templates/projects, reducing the administrative burden for those users who create “shell” projects then need to pull certain phases in from multiple templates.

  • Phases and/or root projects may be multi-selected. Please note, if individual phases are selected within a project, those phases will be copied on an individual basis and will not contain dependencies connected to other phases. In order to keep the full dependency structure between phases, the parent phase must be selected.
    
    
• Scheduled Events Filter for My Tasks area: Within My Tasks, an additional filter option has been added, allowing users to limit the tasks displayed to those for which they are the owner OR on which they are assigned a scheduled event.
  
  
• ConnectWise Integration - Note Mapping + Configuration Improvements:
  
  
  • In the ConnectWise configuration dialogue users will have the ability to make specific mappings between note types in Moovila and ConnectWise. 
    • Existing clients will not be required to go back through this configuration, but they may if they wish to make explicit mappings vs. the mappings that were made using naming conventions.
    • Automapping will also be made available with this release, allowing users to:
      • Create note categories in Moovila when new note categories are detected in ConnectWise.
      • Pre-fill mapping recommendations based on exact name matches between the systems, reducing the configuration time.
    • A new concept has been implemented which allows users to choose an overall default value when mapping within the ConnectWise integration configuration. The default will be what is implied for each line item. Clients may choose to ONLY map the items they want to have an explicit mapping association.
      • This new default setting has been moved to the top of the mapping dialogue for an easier workflow. 
    • Within the ConnectWise Integration dialogue, Moovila will now present a warning indicator if an enterprise is below the minimum ConnectWise version requirement. This will ensure that all enterprises are operating with a version containing the most recent PSA API fixes in place.​

Other Updates + Enhancements:

• RPAX scores for projects with a "Complete" status are no longer updated with timeline-based evaluations.
• Users with Cost Visibility rights are now able to view Cost Rate and Total Cost values in the Time Log.
• Budget and Finance module column headers have been re-named to increase clarity.
• Bill rate logic has been optimized for consistency regardless of where time entries are created.
• Tasks may now have a team assigned, even if they do not have a task owner. From the Project Power Grid, team is now a dropdown selection option which may be added via the Column Selector.
• Time Clock functionality is now working as intended.
• Project Name and Sub-Title length have been expanded to 255 characters.
• Inactive users are no longer displayed in the Project Owner dropdown unless they are the current owner of the project.

Hotfixes:

• Version Number 33.1.67906 (Feb 16, 2024):
  • Halo team configuration updates to both front and back ends, allowing the ability to filter team leaders and select a default team.
  • Approved time entries for ConnectWise integration users maintain the approved resource type, even when a user's resource type changes.
  • Backend architecture enhancements were made to user license types and soft delete task functionality was removed.
• February 20, 2024:
  • Project percent completes are no longer pushed to 1% when updated from Moovila (ConnectWise integration).
• Version Number 33.2.68040 (Feb 27, 2024):
  • Project Category Auto-Map (ConnectWise Integration):
    • Once Auto-map is selected, if Project Types (Project Categories in Moovila) are found in ConnectWise that have not been created in Moovila, users will have the ability to create them.
    • If Auto-map is selected and no Project Types are found in ConnectWise that are not in Moovila, the selection screen will be skipped.
    •  Pre-fill mapping recommendations will be made based on exact name matches between the systems, reducing configuration time.
  • Resource Type Auto-Map (ConnectWise Integration):
    • Once Auto-map is selected, if Work Types (Resource Types in Moovila) are found in ConnectWise that have not been created in Moovila, users will have the ability to create them.
    • If Auto-map is selected and no Work Types are found in ConnectWise that are not in Moovila, the selection screen will be skipped.
    • Pre-fill mapping recommendations will be made based on exact name matches between the systems, reducing configuration time.
  • Configuration Wizard (ConnectWise Integration): Within the CW Configuration Wizard, an upfront permission check up front is now performed to insure that the appropriate permissions are applied so that the integration can proceed successfully. If all permissions are configured, the API member will pass through to the next step, if not, a list of missing permissions will display, allowing the user to correct the issue.
  • Configuration Change Notification (ConnectWise Integration): When mapping items are changed in the ConnectWise configuration, additional warning modals will appear to provide further clarity on what the impact will be to past/future records.
• Version Number 33.2.68060 (Feb 28, 2024):
  • This version features improved performance for loading times in the Capacity Analysis area.
• Version Number 33.2.68154 (March 6, 2024):
  • Resolved .jpeg image issue with Chrome found on x86 Mac machines. 
• March 12, 2024: Budget error resolved with ConnectWise (CW) integration.
• March 15, 2024: Time entry bug resolved.
• March 19, 2024: Optimization applied to CW rate limit to enhance performance.
• March 22, 2024: Infrastructure update to bolster failover and resiliency in Moovila's backend architecture.
• March 26, 2024: Paused Project Note and Project Ticket Note Synchronization for CW integration.
• March 27, 2024: Reinstated specific Project Note and Project Ticket Notes for accurate visibility in CW integration.
• March 28, 2024: Improved logic for phase deletion and phase movement. Made enhancements to prevent Project Ticket Notes from erroneously upgrading to Project Notes when tasks and initial descriptions are created simultaneously.
• April 3, 2024: The Phase Status field no longer syncs with ConnectWise. Users may manage phase status updates directly within ConnectWise to avoid any sync issues related to invoicing and milestone reporting. 
• April 5, 2024: Task Step indicators are now displaying the correct task counts in the Tasks dialogue.