Public API improvements
We improved tracking of the Thirds Party Costs:
- We created a new field in the ‘/scope-resource endpoint TotalThirdPartyCosts’ to show the sum of all TPCs from the underlying deliverables on the scope level
- Additionally, we created another new field in the ’/scope-resource endpoint thirdPartyCostBudgetBalance’ that calculates the difference between already existing ‘thirdPartyCostBudget’ and ‘TotalThirdPartyCosts’
- We refined the calculations of the ‘TotalSellingPrice’ and ‘TotalRatecardSellingPrice’ in the ‘/scope-resource endpoint‘
- ‘TotalSellingPrice’ field calculations is not changing and is showing the total scope selling price after all Third Party Costs, Discounts and Fees have been applied
- ‘TotalRatecardSellingPrice’ field was previously equal to the ‘TotalSellingPrice’. We refined it to show the scope’s total price of rates*hours and fixed-fee items only, before any Third Party Costs, Discounts or Fees are applied.
We have improved access to the Child accounts for Parent API users, so they have full access to the information like Job Number (used for mapping to ERP or other external system’s entities). We also included the Job Number field in a more accessible format.
Integration service
Users that have out-of-the-box integrations like monday.com and NetSuite configured on their accounts, can now have a better visibility of a scope traffic’s progress.
We have added more granular detail into the error report.
The system has been enhanced with a more robust re-trying mechanism for the patchy upstream APIs availability to make it more resilient.
Approval workflow
The users of the new integration service automations will now be able to add and remove “traffickers” to the approval workflow team from the UI. It only affects the users that have integrations to the downstream systems (to where scopes can be “trafficked”) and not the upstream integrations (e.g. Hubspot where the scopes are incoming from).
General Fixes and Improvements
We redesigned the Library Deliverable and Component overview pages to be consistent with the new design styles.
We have increased the maximum digits in the quantity of hours to accommodate for use case with large number of scoped hours
We refactored the code in the Approval Workflow to optimize the retrieval of deliverable data and decreased the page loading time for the scopes with multiple (>10) deliverables.
Hidden disciplines are now no longer showing in Library filters
When a parent user switches from parent to child accounts, they no longer see scopes created by parent account users.
Delete buttons on the new “content widgets” are no longer adding extra white space to the documents on the Output Editor.
We have fixed the issue when the users added as Traffickers to scope were not visible for monday.com integration.
We improved the logic for ScopeMark role mapping which eliminates an issue with the ‘revert’ button.
