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-Sep-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-Sep-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-May-2004)
Fixed SQL XML formatting errors in Actuals Downloads
Version 6.0.17 (03-May-2004)
Handling for no PA resonsibilities added
Version 6.0.16 (29-April-2004)
Data caching changes to improve performance
New form added to allow errors to be fixed while uploading
Version 6.0.15 (28-April-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-April-2004)
Add Debug code and status messages
Added custom wrappers for Create_Draft_Budget and Baseline_Budget
Version 6.0.10 (02-April-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-March-2004)
"Rejected Budgets" counter added
Version 6.0.07 (27-March-2004)
Error message handler added to calculate amounts
Error message handler added to create draft budget
Version 6.0.06 (26-March-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-March-2004)
Update Help form. Remove redundant login procedure
Present expiry date in DD-MMM-YYYY format
Version 6.0.04 (17-March-2004)
Display Package information in About form
Version 6.0.03 (17-March-2004)
Use alternate HTTP request method for logging in
Version 6.0.02 (17-March-2004)
Changed profile set call to use generic procedure handler
Version 6.0.01 (15-March-2004)
Change from ADO to XML HTTP data access method
Version 5.7.16 (25-February-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-February-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-February-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-January-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-December-2003)
Ignored AMG bug in Calculate_Amounts
Streamlined Execute_Calculate_Amounts call to reduce unnecessary work
Version 5.7.11 (19-November-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-November-2003)
Test added for database user's password expiry.
Version 5.7.09 (22-October-2003)
Cosmetic enhancements to forms and date formatting. Mandatory fields now colour coded.
Version 5.7.08 (07-October-2003)
Added call to Budget Calculation Extension after Create Draft Budget.
Version 5.7.07 (06-October-2003)
Added Initialize proc call for PA_SECURITY.
Version 5.7.06 (02-October-2003)
Removed "vbmodal" bug affecting Excel 97.
Version 5.7.05 (19-September-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-September-2003)
Added login parameter fix for Oracle patch 3009044.
Version 5.7.03 (31-July-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-July-2003)
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-July-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-July-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-June-2003)
Specific handler changed to generic handler as now more than one site has encountered the problem.
Version 5.6.15 (18-June-2003)
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-2003)
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-2003)
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-2003)
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.
Version 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.
Version 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)
ENHANCED 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
Version 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.
Group A
Admin
Jones, Mr
Group B
Admin
Jones, Mr
Any amount budgeted on Admin will be loaded into the budget for Group A/Admin. This was corrected in V4.6