Release Notes: Appirio Professional Service Essentials – V1.2

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

—

• All current Appirio PS Essentials customers will receive an email with the upgrade package link
• For assistance during the upgrade, please consult our Upgrade Guide: Appirio PS Essentials – V1.2

Added Functionality

• Assign Resource – A new button, “Assign Resource” has been added to the Assignment layout. When clicked a list of Resources that match the “Primary Skill” on the Assignment are presented. This list will include Resource, Resource Current Assignments, and Resource Utilization. Assignment screen refresh is supported in IE and Firefox.

• Timecard Date Restriction Configuration – New configuration parameter for PSE that will allow for timecards to be entered for an assignment that are outside of assignment start and end dates. This feature can be turned on and off by setting the Timecard configuration value (assignments.load.date-restriction)

Known Issues Addressed

• Fixed Timecard UI malfunction. Previously the submission would fail if saved Timecards already existed for closed Assignments.

• Fixed Skills Entry UI. Previously the UI would not allow a skill rating change unless the start or end rating was ‘Not Rated’.