Version 39.0 - Release Notes

Moovila Version 39.0 was released on April 11, 2025, EST. The following updates are available in this release: 

Resource Capacity Analysis Enhancements

• User and Team Selection: A new option is available for "user selection" so that the users displayed in panels can be curated. When creating or editing an existing panel, within the top level filter the new option, Users to Include is now available and offers the following options:
  
  
  
  • All Project Contributors: Provides a list of all users that are contributing to projects (Assigned Tasks or Assigned Appointments). Work estimates are needed on tasks and/or schedule items of greater than 0 hours to be considered a project contributor.
  • Named Teams and Users: 
    • • Teams dropdown: Allows multi-select of teams, which will display all users associated with those teams.
      • Additional Users dropdown: Allows for the individual addition of users. These two dropdowns may be used simultaneously. When users are selected they will be displayed regardless of whether or not they have any work assigned.
• Appointment Data - Linked Calendar Data: Appointment data may now be displayed in Resource Capacity Analysis, giving users a comprehensive view of capacity. Within the top-level filter when adding a new panel or editing an existing one, there is now a "Linked Calendars" option, which users existing calendar syncs with Outlook and Gmail to bring in calendar appointments. By default the "Linked Calendars" option will be unselected.
  
  
  
  • • Once the Linked Calendar Data option is selected, the following info will be brought into Resource Capacity panels:
      
      
      • • • Source fields, indicating if the appointment came from Outlook or Gmail.
          • Start and End Times will appear in the drilldown view, showing exact times.
          • Overlapping appointments are flagged and also accounted for in Resource Capacity Analysis logic, adjusting the value accordingly.
          • Multi-Day Appointments will be flagged and "capped" so that the number of hours associated with that appointment cannot exceed the number of hours in that user's work day. (e.g. Sara is taking PTO Monday-Friday and puts this onto her personal calendar. Instead of being counted for 120 hours, it would be counted for 40).
    • ConnectWise users will have an additional option under Appointment data for "ConnectWise PSA." Selecting this option brings in ConnectWise top-level appointments (Holidays, PTO, etc.), project ticket appointments (those not already coming through via a synced Moovila project), and service ticket appointments. This will provide a full view of capacity similar to that of Smart Schedule.
      
      A few things to note:
      • • • ConnectWise appointment logic operates the same as Linked Calendars, where any overlap is considered in capacity numbers. 
          • This data will display Appointment - CW in the Source column.

Phase Header Summarization:

Summary values are now available in Project Power Grid and Gantt chart views for each phase within the project. These values roll up based on the phase structure in the project itself and appear in-line with the columns at the phase level. 

Summaries may be turned off in the More Options menu. The fields to which summary values may be displayed include:

• • All Finance Fields
  • Work Estimate, Work Estimate Balance, and Work Remaining
  • Total Hours and Total Billable Hours

Time Tracking-Related Updates:

• To ensure a smooth sync of data between systems and align similar functionality, clients with PSA system integrations (ConnectWise, Halo, AutoTask) will no longer be able to enter time on closed tasks.
  
• The following Total Time and Total Billable Time columns have been added:
  • • At the Project Level:
      • Billable Hours: Summarizes the total billable time per task.
    • At the Portfolio Level:
      • Total Hours: Displays the total time logged per project.
      • Total Billable Hours: Displays the total billable time logged per project.

• The “Billable Hours” column and input is no longer restricted by the “Cost Visibility” filter, allowing users that can enter time to mark time entries as billable and input billable hours values​.

• Within Timecard dashboard panels there is now an additional filter option entitled Billable Time. Users can filter down to:​ Billable Only​, Non-Billable Only​, or All Time.

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Notes Visibility and Editing Updates: 

• Updates to Note Visibility for PSA integration Clients: Clients with PSA system integrations no longer have Note visibility options for "Project Owner and Team Leaders" or "Executive Visibility." This update was made to ensure that permissions are synced appropriately between Moovila and the PSA systems.
  

Autotask Integration-Specific Updates:

• Autotask Note Edit and Delete Capability Update:  Once synced with Autotask, notes cannot be edited or deleted in Moovila due to limitations in the AT API. Any changes or deletions to notes will now occur only in Autotask.
  
  
  
• Non-Billable Status + Invoice Options: In Autotask, users can configure per work type if a non-billable time entry should show on an invoice as “no charge”, or to not show on the invoice at all. As Moovila does not have that detail on the individual work type, there is a configuration option in the Time entry section in the Autotask integration configuration for the default setting for Non-Billable time entries. Options will include the following, but the second will be used as the default setting:​
  • • “Show on Invoice as No Charge”​
    • “Do not show on Invoice" 
• For Autotask integration users, the following changes have been made to the Integration Configuration dialogue:
  
  
  1. Moovila Customer Name has been added to the project sync listing​
  2. External ID has been replaced with Project Number 

General Fixes / Enhancements:

• Quick Filter has been updated to ensure that searching by Customer Name is possible in both Portfolio and Project Power Grids.
• In the Time Log, billable hours are now propagated appropriately when the "Billable" checkbox is copy/pasted.

Minor Releases + Hotfixes:

• 4/22/25 (Hotfix): This hotfix resolves an issue that was causing the ConnectWise version number to get cleared out when the configuration was saved, resulting in syncs being stuck in the queue.
• 4/24/25 (Version 39.1): This release contains the following integration-specific features:

  • • ConnectWise Integration:

      • Additional User Facing Logs have been added for futher clarity on business logic rules.

      • Resolved an issue wherein the Customer Name was not pre-populated in the ConnectWise Sync and Information dialogue when pushing a Moovila project with an already-assigned customer in Moovila​.

      • Resolved an issue where sort was not performing correctly on Project External IDs in the Overview Configuration tab​.

      • Resolved an issue when showing required fields in the Authentication step in configuration​.

      • Resolved an issue wherein the confirmation modal for saved changes was not displaying when Project boards were added or deleted.

    • Autotask Integration:

      • An additional configuration option is now available in the Autotask “Time” section for “Requires start and stop time on project task time entries”. ​This is to support the associated configuration in Autotask where a start and stop time are required on time entries. When enabled in Moovila, a start/stop times on each entry will be sent to Autotask.​
        
        
        

      • The Autotask Sync and Info modal has been slightly modified for the process of searching for customers to assign to the project. There is now one consolidated dropdown value. Users can search for a company and select within the same dialogue. Once selected, users can remove the company if the incorrect one was selected, and re-search for the correct account​.
        

      • Resolved an issue where the configuration was not able to be edited when the integration was disabled​.

    • Hubspot Integration:

      • The products search in this integration has been turned into a "live call" as a workaround to a Hubspot limit on the number of products that can be returned per call. 

      • To select products to map from Hubspot, users will now search for the Product Name and choose the appropriate item to select. ​
        
        
        

  • 4/24/25 (Hotfix): This hotfix adds a filter when the ConnectWise integration is querying for webhooks. 
  • 4/29/25: This release contains minor updates to infrastructure that do not impact the front end.
  • 5/6/25: This release contains the precursor toHalo appointment syncing functionality, as well as internal syncing to the data warehouse. 
  • 5/9/25: This release contains the following updates:
    • • For ConnectWise Integration Users:
        • Phase and Task Order Synchronization: Updates were deployed to address inaccuracies in phase and task ordering when syncing between Moovila and ConnectWise. This improvement ensures a more accurate and consistent representation of project structures between the two platforms. This functionality will be rolled out in waves over the next two weeks.
          • • Projects initially imported from ConnectWise will maintain their existing phase/task order in Moovila.
            • During ongoing syncs, the order of tasks and phases will sync from Moovila to ConnectWise only. Any structural updates made in Moovila will be pushed to ConnectWise to ensure consistent ordering.

            • Always make project structural and order changes in Moovila to ensure an accurate reflection of the project hierarchy and sequencing in ConnectWise.

            • Learn more about key behaviors and best practices regarding project phase and task order synchronization in this support article.

        • Reduced Minimum Sync Interval: The minimum time between project syncs was lowered from 10 minutes to 7 minutes, allowing updates to trigger more frequently when changes occur. This enhancement increases responsiveness while maintaining system efficiency. You still have the ability to trigger an immediate sync from the project's "ConnectWise Sync and Info" dialogue panel, if needed.

      • For both ConnectWise and Halo Integration Users:

        • Scheduled API Logging Maintenance: Maintenance was performed on our API logging infrastructure.

  • 5/11/25 (Hotfix): This hotfix resolves issues with "issue tasks" from ConnectWise causing the sync to fail.
  • 5/13/25 (Hotfix): This hotfix resolves the Autotask task owner sync issue.  
  • 5/15/25 (Hotfix): This hotfix is an update to the ConnectWise log archive process. It will result in ConnectWise API logs that are older than four weeks prior to the past Sunday UTC being archived. This means that logs will no longer be accessible via the ConnectWise integration's logs area.
  • 5/16/25 (Hotfix): This hotfix contains internal metrics collection improvements. 
  • 5/19/25 (Hotfix): In this hotfix release, resolved issue with task duplication during sync for the ConnectWise integration.
  • 5/21/25 (Hotfix): This hotfix release resolves infrastructure issues that resulted in the restarting of the ConnectWise container, allowing for syncs between the two platforms to flow without issue.
  • 5/22/25: This build contains back-end fixes to further optimize sync logic associated with phase reordering.
  • 5/28/25 (Hotfix): This deployment addresses deleted charge rates in Halo (which are now deactivated in Moovila), additional logs, and customer portal 'User Update' actions not syncing. A second hotfix was deployed to address a rounding issue for task work estimates when the time unit was set to seconds or minutes.
  • 5/29/25 (Hotfix):  This hotfix addresses the AutoTask integration so that Moovila's task reference number is now set to AutoTask's task number, which is searchable in AutoTask. There was a backfill with this release, which will update all synced tasks' reference numbers.
  • 5/30/25 (Hotfix): This hotfix resolves issues related to the ConnectWise integration that resulted in the sync getting stuck in the "synching" status.
  • 6/2/25: Changes in this version of Moovila include internal infrastructure enhancements that will not be visible to end users.
  • 6/3/25: The following updates were made to Moovila's Autotask Integration:
    • Changed to the way time is sent via the API for projects that have the contract types of Recurring or Fixed Fee to resolve past issues regarding time not sending on projects with these contract types. This means that:
      • When a time entry is about to be created and sent to Autotask, Moovila will not send the "billable" or "show on invoice" fields as Autotask will determine those based on the associated work type on the time entry.
      • When a time entry is being updated and sent to Autotask, Moovila will check to see if there is a contract type associated on the project. If there is (and it's recurring or fixed fee), Moovila will determine what to send on the time to ensure it is accepted by the Autotask API.
    • Other changes:
      
    • Added an enterprise configuration deletion call for support purposes
    • Race condition enhancements to ensure duplicate user records are not created
    • Reconcile the Task Creator and Updated By fields for tasks synced with AT
    • Infrastructure improvements
    • Fixed an issue for user role's being changed in certain scenarios when first synced to AT
  • 6/10/25: This release resolves a few production-reported issues, including 'allow missing milestones property on project during milestone reconciliation,' sending the moovilaGUID (visions and task) as a "third_party_id_string" attribute (along with a backfill endpoint) and a backend change to filter Halo agents from syncing into Moovila if they are marked with a team membership of "can be assigned to = false."
  • 6/12/25 (Hotfix): This hotfix reduces unnecessary sync traffic associated with the ConnectWise integration by addressing an issue where team information was repeatedly syncing without need.