KUMAVISION project
See also the following ChangeLogs
28.3.5937.0 - 2026-08-06
Hotfix
- Error message when selecting a work package in the purchase line (#18341, PSA-4311)
In the very first purchase line the automatic type / No. validation after selecting a wbs-line is failing with an error message about a missing purchase header
28.3.5933.0 - 2026-08-05
Change
- Add several publishers and external procedures for HR Cockpit (#8140, PSA-1531)
Technical Improvement
28.3.5928.0 - 2026-08-05
Change
- Add several publishers and external procedures for HR Cockpit (#8140, PSA-1531)
Technical Improvement
28.3.5907.0 - 2026-07-31
Change
- Rolling planning - more performance in upgrade 28.3 (#18414, PSA-4339)
28.3.5881.0 - 2026-07-23
Hotfix
- Transfer a budget line into a WBS-Line with different work type (by function) (#17594, PSA-4129)
Some improvements by changing a project budget line and its ledger entries into an other wbs-line with a different work type which causes changing of units and prices. - Filter Error in resource capacity plan by drilldown into budget line planning (#17665, PSA-4177)
In resource capacity plan it is now possible to drillDown into the budget qty fields. - Unit cost and direct unit cost of item budget lines (#17793, PSA-4205)
The unit cost and direct cost for new item budget lines has been changed to the same cost as in project journal line. - resource project365 base calender is ignored in the surcharge function (#17868, PSA-4223)
In surcharge function on the bc-standard calender was used, now (if the setting is using the project365 calender) the project365 calender is used too. - Transfer contact from sales header into new project (#17901, PSA-4076)
The contact was missing in the new project created by the sales-function "create new project". - mark all invoice suggestion lines failes if there are too many lines (#17939, PSA-4241)
Due to technical limitations, a user confirmation is now required when applying one of the invoicing functions to all selected invoice suggestion lines. Without this confirmation, only a subset of the selected lines may be updated. This enhancement resolves issues that could occur with invoice suggestions containing a large number of selectable lines (typically 200 or more), ensuring that all selected lines are processed correctly. - Recreate purchase lines - save description (#17944, PSA-4078)
Manual line description have been replaced by standard description after a recreation of a purchase document (caused by changing of important fields in purchase header). - Creating a sales Quote with structure (#17965, PSA-4252)
Creating a sales document by the wbs-function is starting automatically the positioning function to ensure the correct wbs-structure. - New flag to transfer only payment plan lines into invoice suggestion (#18102, PSA-4233)
A new flag has been added to the "Create Invoice Suggestion" function that allows only payment plan lines to be transferred to the invoice suggestion. This enables users to focus specifically on payment plan invoicing and avoid mixing it with standard WBS line invoicing. - creating a new wbs-version the IC - fields must be copied too (#18117, PSA-4278)
Intercompany fields on wbs-line and budget line must not be cleared if a new wbs-version is created by wbs-copy function. - Rolling planning: Use "actual cost" for new distribution entries for budget line (#18129, PSA-4261)
- Posting a sales invoice - the project usage ledger entry comments are transfered into the project sales entries (#18141, PSA-4285)
It is not necessary to transfer the project ledger entry descriptions into the sales project descriptions. This was a mistake and caused error by posting sales invoices. This has been fixed. - lowerscase letters are truncated in adress field (#18210, PSA-4287)
- Transfer to new break time table with - KUMAVISION feature management (#18246, PSA-4117)
- IC-sales document transfer - don't call IC-PurchInvoiceLedgerTransfer if there is no project no. (#18265, PSA-4309)
- Rolling Planning - Invoicing Qty % wrong calculated (#18269, PSA-4255)
- Automated Tests in W1 Version crash (#18335, PSA-4333)
- Rolling Planning - Distribute Invoicing with no Period left (PSA-4271)
- Rolling Planning - Missing filter on "ModifyDistributionEntry" (PSA-4270)
- Rolling Planning - Rounding Problem in Invoicing (PSA-4254)
- Rolling Planning: Wrong Invoicing Quantity in Distribution Entry after changing Quantity (PSA-4246)
- Rolling planning - field active in distribution entries is not set (PSA-4213)
- Rolling Planning - Invoicing in Past (PSA-4186)
- Rolling Planning - Difference in Totalcost (PSA-4183)
- Rolling Planning - "only invoicing" doesn't update the wbs-line (PSA-4150)
- Rolling Planning - too much periods outside of the planning range (PSA-4148)
- French text in German translation file (PSA-4154) There was a French error message in the German translation file.
Change
- Add several publishers and external procedures for HR Cockpit (#8140, PSA-1531)
Technical Improvement - Redesign of the function "create sales document" (#16365, PSA-3810)
We have redesigned the wbs-fuction "create sales document". It is working like the "old" one, but we have worked on more stability. For activate please go to KUMAVISION feature management. It will automatically activated with BC29.0 - Delete project journal line connected to a time ledger if the time ledger is cancelled (#17585, PSA-4145)
If a time ledger entry is canceled (by CTC-Card), the canceling function is searching if this time ledger entry has been transfered into a project journal, the corresponding journal line is automatically deleted now. - Use individual budget line sales price in project ledger by changing the budget line (#17664, PSA-4157)
If a project is marked to use individual resource sales prices of budget lines, the function to move project ledger entry to another budget line is now respecting the individual sales price of the target budget line. The moved project ledger entry has the individual sales price of the new budget line. - Same resource filter in absence registration as in time-controlling report (#17842, PSA-4216)
In the report KVSPSAJob-Time Controll (5025870), there is a restriction applied to the filtering of resources. This restriction has been adapted and implemented on the Absence Registration page (Absence Registration (5212, List)). - Create absence registration by ctc-card - absence must not be greater then the capacity of the day (#17855, PSA-4217)
- Integrate new videolinks into Business Central Produktvideos (#17857, PSA-4080)
New KUMAVISION project videos have been implemented into the video menu. - Information in CTC-line about budget qty situation (#17858, PSA-4221)
More information on CTC-Card about the budget situation like budget QTY, posted QTY, and so on. - Lookup on page KVSPSAResource Planning Setup (5026301) in field "Resource Absence Job Name" (#17884, PSA-4220)
It is now possible to select an existing project into the field "Resource Absence Job Name" on the page "Resource planning setup" - Change project no. in order quote header has to update the order quote lines (#17885, PSA-4226)
- Rolling planning - change a description on project setup page (#17894, PSA-4214)
- Transfer automatically absence registration which has been created by the function into the resource planning (#17904, PSA-4231)
Absence registrations which are created by the function on the absence registration card, are now automatically transfered into the resource planning. The function to get the absence registration on the resource planning page is only necessary for starting this process (initial). - change the function "resource planner" on wbs-page into "function"-menu (#17916, PSA-4222)
for more usability. - Transfer absence registartion created by ctc automatically into resource planning (#17922, PSA-4238)
Absence registrations which are created by the function the ctc-card, are now automatically transfered into the resource planning. The function to get the absence registration on the resource planning page is only necessary for starting this process (initial). - Rolling planning - visibility of distribution fields on project wizard (#17943, PSA-4236)
To improve usability, the rolling planning fields in the Project Wizard are displayed only when the Rolling Planning Distribution option has been enabled in Project Setup. - No change of wbs-line connection on sales and purchase line in status released (#17959, PSA-4244)
- no test on budget qty if budget line has no budget qty. (#17988, PSA-4257)
If "strict time budget" is set on a project, there is no more test on remeining budget line qty if the budget qty is 0. - Change German Label on project journal page (#17991, PSA-4250)
- Phase/Task/Step Code in project journal line to editable FALSE (#17992, PSA-4251)
For improved data integrity, the Phase, Task, and Step Code fields on Project Journal Lines are now filled automatically based on the selected WBS line or budget line and can no longer be edited manually. This behavior is consistent with Sales Lines and Purchase Lines. - Conversion of qty into billing qty in purchase line even if the invoicing unit is not defined to the resource (#18016, PSA-4263)
For more flexibility. It is not necessary any more to define every unit to the resource units. If a resource is used in purchase lines the conversion from base unit into a differen invoicing unit can be done by default unit setting. - Rolling planning - set field "Missing Distr. Reason Type" to obsolete (#18048, PSA-4215)
The field field "Missing Distr. Reason Type" on wbs-line is not used anymore. - assigned budget lines in time recording role center (#18055, PSA-4091)
The assigned project budget lines of the current user are now available in the time recording role center too. - Set field "AddCurrencyHGBTotalCost" in project ledger entry to obsolate (#18101, PSA-4275)
Field AddCurrencyHGBTotalCost is not used and can be set to obsolate and removed in future versions. - create wbs from sales document - show progress bar (#18140, PSA-4282)
For more user information there is a progress bar in the function "create wbs" from sales document. - enable the "select all" function in invoice suggestion for "Direct Invoice Multiple" (#18187, PSA-4291)
- Add "Use Purch. Inv. Ledger" in HR Cockpit (#18231, PSA-4301)
- Missing permission Permissions for changing project ledger entry in the function posting purchase invoices are missing.
- Rolling planning - Setup for decimal places in distribution matrix (PSA-4142)
28.2.5820.0 - 2026-07-08
Hotfix
- No invoice suggestion for wbs-line with complete invoiced payment plan (#17309, PSA-4082)
If a payment plan for a WBS line has been fully invoiced, the WBS line must no longer be considered in invoice suggestions. - Intercompany review - transfer invoicing type from wbs-line into new budget line (#17496, PSA-4118)
- Additional intercompany transfer causes dimension message about existing auto project dimension (#17662, PSA-4175)
Transfer some new wbs-lines or budget lines into an intercompany partner with existing project: This project is revalidated with dimensions of the project setup and project template. The dimension in the existing target project must not be changed. - Missing customer comments in sales credit memo including invoice ledger entries (#17794, PSA-4209)
Canceling a sales invoice by sales credit memo moves the project ledger entry comments into the posted credit memo to print them out for the customer. - Missing customer comments in posted sales invoice after credit memo (#18082, PSA-4274)
After canceling a sales invoice by posting a credit memo, the ledger entries of the project ledger entries has been lost. - Posting a sales invoice - the project usage ledger entry comments are transfered into the project sales entries (#18141, PSA-4285)
It is not necessary to transfer the project ledger entry descriptions into the sales project descriptions. This was a mistake and caused error by posting sales invoices. This has been fixed.
Change
- Add several publishers and external procedures for HR Cockpit (#8140, PSA-1531)
Technical Improvement - Reactivate Feature: Enable multiple users to post job ledger entries at the same time (#14250, PSA-3123)
Now it is possible to activate the Microsoft feature "multiple users to post job ledger entries at the same time" - Purchase credit memo should close G/L project entry in the same way as for resources (#17268, PSA-4067)
When a credit memo is created using the function based on a posted purchase invoice, posting the credit memo now closes project ledger entries of the Resource and G/L Account types. As a result, the project ledger entries from the original purchase invoice are no longer available for sales invoicing. - Surcharge user request on every single CTC-line (#17331, PSA-4094)
When a CTC card is entered for a weekend day or public holiday, the system must request surcharge confirmation from the user for each CTC line. - Update project Item Cost - even if wbs-line work status is closed (#17332, PSA-4095)
Updating the item cost into the project ledger entry by the function "Update Job Item Cost" - there is no more check on the wbs-status - Tool tips for project budget line (#18032, PSA-4267)
Tool Tips on project budget line for more usability.
28.2.5803.0 - 2026-07-01
Change
- General performance and stability improvements.
28.2.5779.0 - 2026-06-23
Hotfix
- Distribution Entries with negative Total Cost creates Budget Entries with Total Cost 0 (#18029, PSA-4266)
Change
- Add several publishers and external procedures for HR Cockpit (#8140, PSA-1531)
Technical Improvement
28.2.5756.0 - 2026-06-16
28.2.5742.0 - 2026-06-11
Hotfix
- Transfer a budget line into a WBS-Line with different work type (by function) (#17594, PSA-4129)
Some improvements by changing a project budget line and its ledger entries into an other wbs-line with a different work type which causes changing of units and prices. - wrong item cost in project shipment line (#17645, PSA-4158)
Item unit cost on project shipment line transfered from item card unit cost. - Auto filter for report project time controll (5025870) (#17647, PSA-4126)
Some improvements in the automatic user-filter for report project time controll (5025870) - Creating a work package BOM is causing an error about missing invoicing currency (#17714, PSA-4188)
- Transfer Posting from one project into an other project including deferral posting and foreign currency (#17727, PSA-4115)
More stability in the process of project transfer posting (transfer a project usage posting from one project into another project). - Too many confirms by changing the project dimension in case of existing documents or ledger entries (#17734, PSA-4196)
The user confirmation is only necessary if the project dimension is changed manually but not by indirect changing (for example by changing the sales person or the person responsible). - Budget lines: reset of the priority field when the type changes (#17764, PSA-4198)
Changing the type of a budget line by function must not change the priority field of the budget line. - copy sales document - delete project Bank Account Text + PurposeOfUseText (#17777, PSA-4202)
- Break time setting - maximum day time registration (#17788, PSA-4106)
The specified break table defines not only the minimum break time but also the maximum daily working hours. https://docs.kumavision.de/psa/ProjectEffort/#specify-breaks https://docs.kumavision.de/en/psa/ProjectEffort/#specify-breaks - Missing customer comments in sales credit memo including invoice ledger entries (#17794, PSA-4209)
Change
- Add several publishers and external procedures for HR Cockpit (#8140, PSA-1531)
Technical Improvement - Batch job to update the unit cost on project budget lines for rolling wave planning (#16048, PSA-3609)
With this function, it is possible to assign the distribution entries of budget lines of long-running projects the applicable unit cost valid for the respective planning period. At the same time, the associated budget entries are updated, and an average unit cost is recorded on the budget line. Onlinehelp: https://docs.kumavision.de/psa/RollingWaveBudgetDistribution/#unit-cost-update-in-rolling-wave-planning https://docs.kumavision.de/en/psa/RollingWaveBudgetDistribution/#unit-cost-update-in-rolling-wave-planning - change wbs-line in ctc-line - indirect permission "DELETE TableData 352 Default Dimension" (#17319, PSA-4085)
Indirect permissions (DELETE TableData 352 Default Dimension) are necessary for selecting a wbs-line if the wbs-line-dimensions are set as default dimensions in the project setup. - Integrate Subscription Billing in PSA-Base - Purchase subscription (#17320, PSA-3936)
Integration of project wbs-line structure into BC-Standard recurrency billing function. - Integrate Subscription Billing in PSA-Base - Sales subscription (#17325, PSA-3379)
Integration of project wbs-line structure into BC-Standard recurrency billing function. - Surcharge user request on every single CTC-line (#17331, PSA-4094)
When a CTC card is entered for a weekend day or public holiday, the system must request surcharge confirmation from the user for each CTC line. - Enlarge the sales header field "efficency period" from 30 to 100 (#17339, PSA-4098)
More space in the field "efficency periode" on the sales header to have more flexibility in the invoicing process. - Tool-tip to wbs-header and wbs-lines (#17344, PSA-4101)
Tool-tips for more useabiltiy - Some changings on page PSP Lines with Budget (#17567, PSA-4089)
For more usability - change the test of existing not invoiced project ledger by closing a project (#17587, PSA-4153)
Improve technical performance by closing the project (updating its status to "Closed"). - call absence registrations in unposted ctc-card too (#17601, PSA-4155)
The absence registration is now also accessible in unposted CTC cards (not only in posted CTC cards). - Tool-Tips for work packages (#17652, PSA-4181)
More user information on the work package pages (card + list). - Add "External" in HR Cockpit (#17724, PSA-4189)
It is now possible to define a new resource as external in the HR-cockpit. - create new absence registration - set menu item prominent on the page Absence Registration (5212, List) (#17766, PSA-4200)
For better usability, ‘Create Absence Registration’ is now directly accessible in the absence registration. - Project card + list - some usability improvements (#17768, PSA-4087)
For more usability in project card and list - Mouse over in CTC-calendar should show absence in correct way (#17771, PSA-4103)
In time tracking calender (on ctc-card) a day with absende (complete day is absence) the mouse-over-information is not "missing" anymore but "absence" - Rounding precision in fields "Budget Usage percentage" + Act. Profit percentage (#17778, PSA-4201)
For a better readable we have changed the rounding precision in the 2 controlling fields "current profit %" + "budget usage (incl. commitmen) %" on project list in "analysis mode". - close project price lists by closing the project (#17801, PSA-4063)
Changing a project's status to "Closed" automatically sets the status of its sales and purchase price lists to inactive. - Add missing upgrade function for "Name 2" in Guarantees (#17832, PSA-4212)
- Set some fields on project card in "show more"-status (#17834, PSA-4088)
For more usability. - Update project accountent RC by some functions and information like in main role center (#17838, PSA-4055)
On the project accountant role center 2 new information are placed: my projects and project controlling gants - Integrate KVSPSAMy Planning (5026309, ListPart) in time role center (#17839, PSA-4097)
On time recording role center a new information is placed: where am I needed (planning of my resource in the resource planning) - Fix failing tests (#17845, PSA-4219)
28.1.5671.0 - 2026-05-28
Change
- General performance and stability improvements.
28.1.5622.0 - 2026-05-19
Hotfix
- No invoice suggestion for wbs-line with complete invoiced payment plan (#17309, PSA-4082)
If a payment plan for a WBS line has been fully invoiced, the WBS line must no longer be considered in invoice suggestions. - Delete lines in evaluation template (#17321, PSA-4083)
- Intercompany review - transfer invoicing type from wbs-line into new budget line (#17496, PSA-4118)
- Non-deductible VAT - purchase payment including discount (#17558, PSA-4116)
- Some automated tests failer after new PR (#17615, PSA-4174)
Change
- Add several publishers and external procedures for HR Cockpit (#8140, PSA-1531)
Technical Improvement - Purchase credit memo should close G/L project entry in the same way as for resources (#17268, PSA-4067)
When a credit memo is created using the function based on a posted purchase invoice, posting the credit memo now closes project ledger entries of the Resource and G/L Account types. As a result, the project ledger entries from the original purchase invoice are no longer available for sales invoicing. - Some changings on page PSP Lines with Budget (#17567, PSA-4089)
- Some changings on page JobBudgetForPSPView (#17569, PSA-4090)
Implemented UI improvements on the WBS page to enhance the user experience.
28.0.5541.0 - 2026-04-28
Hotfix
- Invoicing Quantity will be set to 1 by updating budget values from distribution entries (#17352, PSA-4092)
- "Project Time Journal" has wrong Usage Category (#17376, PSA-4112)
- Total Cost increases if negative postings exists (#17460, PSA-4114)
- Incorrect adoption of the invoice unit from the budget line into the Invoice Suggestion and sales in (#17485, PSA-4130)
- Quantity and Invoicing Quantity are not updated if assigned quantity = 0 (#17489, PSA-4107)
- Projektpostenbemerkungen fehlen in Anlage der geb. Gutschrift (#17495, PSA-4127)
Change
- Add several publishers and external procedures for HR Cockpit (#8140, PSA-1531)
Technical Improvement - Remove Obsolete Code for BC28 (#17096, PSA-4030)
- Create project sales price list line line from sales line because of scaled price - no resource no in price list (#17351, PSA-4102)
- Add "Name 2" in Guranteelist and Card (#17368, PSA-4109)
- Field "invoice qty" in fast distribution page (#17440, PSA-4019)
- Request for a new event within the CalendarControlDateClicked() function (#17498, PSA-4135)
- Add Event in "CheckJobJournalForTimeInspectorSubstituteTimeinspector" (#17503, PSA-4136)
- Add "KVSPSA Finish Pl. in Job Queue" in Job Template Card (#17505, PSA-4121)
- Add Job Queue Category in Jobs Setup for KVSPSAJobPlanWizardSyncJob (#17515, PSA-4137)
28.0.5398.0 - 2026-04-02
Hotfix
- Rolling Planning - function new version - manual selection of the source version - some improvements (#17232, PSA-4057)
Rolling Planning – New Version Function: Manual selection of the source version is not supported. Normally, the fields for selecting a WBS version are hidden in this function. However, even if these fields become visible by mistake, selecting a WBS version is not supported. In all cases, the active version is the one that must be used as the source for creating the new version. - Recreate purchase lines including project split table (#17238, PSA-4061)
- Resource capacity plan - change date filter some issues (#17241, PSA-4059)
In the resource capacity plan, the date filter could only be changed once using the 'Next Period' and 'Previous Period' buttons. - create sales document from project with contact (not with customer) - contact is not transfered (#17254, PSA-4066)
Create a sales quote for a project in quote status without a customer but with a contact: The contact information was not transferred correctly and the project number was missing in the sales document. - Adjust item costs - dimension on project ledger entry can be wrong (#17311, PSA-4073)
- Rolling planning: "Unit Price" = 0 in distribution entries by "update distribution" (#17312, PSA-4072)
Change
- Responsibility Center Filter in time tracking with project team filter (#17253, PSA-4064)
In time tracking, there is no filter based on the project's responsible center. Every resource, regardless of their responsible center, must be able to post time entries on any project from any responsible center. This behavior now works correctly both with and without the project team filter. - Report KVSPSAJob-Time Controll (5025870) - some improvements Part 2 (#17267, PSA-4065)
Additional enhancements in report KVSPSA Job Time Control (5025870): -Filter values are now saved (currently supported only in Print mode, not in Preview). -New Global Dimension 1 filter added. -Print “Sum Only” option – hide day-level lines. -Print “Unposted CTC-Card Only” – the total line includes only unposted CTC cards. - Purchase line description into new purchse project split line (#17285, PSA-4074)