Other Enhancements

Automated Synchronization of Number Formats

For users with both the Uptempo Plan & Spend and Uptempo Work packages, the feature Enable Allocadia Number Format in Uptempo User Profile allows the separate user accounts created via Uptempo Administration and via Uptempo Spend to be set to use the same Number Format setting to ensure consistency in how numbers are displayed. Previously, using this setting required manual synchronization between the two types of user account. With this update, the synchronization now takes place automatically, eliminating the need for manual synchronization.

Context Menu in Job Overview

Previously it was only possible to make a selection in Job Overview and then click on a job action in the toolbar. You can now access job actions directly through a context menu and we have also added an option to edit jobs in new browser tabs.

Right-click any job or a selection in the job overview to access these actions:

  • Edit

  • Edit in new tab

  • Cancel

  • Delete

  • Export

You can now open and edit jobs in new browser tabs while keeping your current view intact.

  1. Go to the job overview, > Jobs > Search.

  2. Right-click any job to see the new context menu.

  3. Select Edit in new tab to open the job while keeping your current view.

This allows you to:

  • Reference multiple jobs simultaneously

  • Make changes without losing your place in the job list

  • Compare job details across tabs

Team Assignment

The dropdown list under Assign Team to a user in the Edit User Account > Membership modal will now be sorted alphabetically instead of by creation date.

  • This change improves usability, especially for customers with many teams.

  • You can now more easily find and select the desired teams when assigning them to users.

Previously, it was difficult to locate specific teams without knowing their exact names. The new alphabetical sorting provides a more intuitive and efficient way to browse and assign teams.

Estimated Costs Added to BI Exports

Data about Estimated Costs has been added to BI exports for data sets generated by the v11 template, so this data is now available for use in external BI tools like GoodData or Tableau. Within the exported activity_measure.csv file:

  • Total estimated costs will be equally distributed among the months in the specified date range

  • Quarterly estimated costs will be equally distributed among the months in each specified quarter

  • In both cases, the corresponding amounts will be assigned to the first day of each month.