PlanningSpace 16.5 Update 14 Release NotesInstallers (16.5). Note for IPS administrators: In a...

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PlanningSpace 16.5

Update 14

Release Notes

PlanningSpace 16.5 Update 14 Release Notes

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PlanningSpace™ 16.5 Update 14

Note: Mandatory database upgrades for all databases (IPS Common database and tenant databases) are required for this update. Note: the database changes arising from defect fix 99624 (Result Set runs limit removed) will cause long upgrade times for tenant databases that contain large numbers of stored Result Sets; also database storage could be impacted temporarily while Result Set data are being re-written.

Updates are based on full installations of PlanningSpace. All changes in previous Updates are included in the latest Update. Update programs can be downloaded from the Aucerna Client Portal. Go to ‘https://clients.aucerna.com/products/downloads?product=planningspace’ (for PlanningSpace only) or ‘https://clients.aucerna.com/products/downloads?product=cxsuite’ (for PlanningSpace and/or CX Suite applications) and download the installer and database upgrade programs using the links in the section ‘Installers (16.5)’. Note: The latest versions (March 2021 onwards) of the Chrome and Edge browser software require cross-site cookies to be secure (there is no option to modify it); this means that IPS must be run in the ‘Use https’ or ‘SSL offloading’ mode. IPS ‘http’ mode is not compatible with client users running the Chromium-based (Chrome, Edge) browsers. (See https://www.chromium.org/updates/same-site for information about Chromium SameSite developments.) Reminder for users of the Aucerna LP Solver service: The Aucerna LP Solver service at address ‘https://solver.palantirsolutions.com’ was removed on 30 June 2021. The active service address is ‘https://solver.aucerna.app’.

PlanningSpace™

New Features

Introduced infrastructure to support API-level licensing of ‘Economics Calculation’ API requests;

these changes add logging of API-initiated sessions but do not alter existing API functionality.

This is the first stage in the introduction of licensing for PlanningSpace when it is used via API

interactions.

Fixed Defects

Description Support Ticket

PlanningSpace Anonymizer add-on tool: Fixed a bug that was causing string expressions to be incorrectly anonymized when the ‘Anonymize Document String Values’ option was set to ‘No’.

102604

https://clients.aucerna.com/products/downloads?product=planningspace

https://clients.aucerna.com/products/downloads?product=cxsuite


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Fixed a bug where security settings were not correctly updated after renaming a workgroup. —

PowerShell automation cmdlets: Fixed bugs that were affecting the cmdlets 'Add-TenantAuthenticationMethod' and 'Remove-TenantAuthenticationMethod' (introduced in Update 13).

—

PlanningSpace™ Dataflow

New Features

Load from Database tool: New batch option to allow the creation and application of scenario

tags from named scenarios. The automatic creation and application of scenario tags streamlines

the number of manual steps that are required to set up data for linking to Economics.

Fixed Defects


Version hierarchy: Fixed a bug that prevented the loading of a Version hierarchy due to the data size of the associated Price Deck.

95776

Load from Economics tool: Fixed a bug that incorrectly calculated the sum of a time series variable from Economics when mapped to a scalar variable in Dataflow using a summary type. The sum incorrectly included the period before the start date.

101985

PlanningSpace Data Connector: Fixed an issue where update operations that modified multiple worksheets were failing if one or more of the worksheets did not have the metadata fields pertaining to the update. The PDC tool will now ignore any worksheets that have missing metadata fields, and put a warning message in the log.

—

Load from Economics tool: Fixed a bug that was causing incorrect summation of EMV data in project aggregations, when the projects contained multiple scenarios.

—

PlanningSpace™ Economics and Financials New Features and Fixed Defects apply to both applications, unless otherwise noted.

New Features

Dataflow integration: new UI controls to add or remove multiple scenarios in the Scenario

Mapping.

Result Set temporary calculation spreadsheets, derived from regime Excel spreadsheets, can

optionally be exported for reporting purposes.


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New ‘Refresh’ button for the Result Set treeview; also the ‘Refresh’ action for the Hierarchy

treeview has been extended so that the entire content is refreshed. These are required for the

PlanningSpace application to update for data changes that have been made via the Economics

Calculation API.

OData APIs: ‘ProjectScenarioName’ and ‘PriceScenario’ (only for Economics) are included in the

response data from the ‘/data/v1/ResultSets’ endpoints; Price Deck scenario data is now

included in the responses for the ‘Tall’ and ‘Wide’ API requests, and the OData selector is

included in the queries generated by the QueryBuilder tool.

Economics Calculation API: new endpoint for result sets (‘/api/v1/resultsets’); new endpoint for

result set hierarchies (‘/api/v1/resultsetnodes’); new endpoint for incremental settings

(‘/api/v1/hierarchies/{id}/incrementalsettings’); ‘/api/v1/hierarchies’ API responses include a list

of the project scenarios and price scenarios used in the specified hierarchy.

Fixed Defects


Result Set calculations: the limit on number of runs allowed per Result Set (256) has been removed; the UI tab management control has been improved to handle large numbers of runs.

99624

Dataflow integration: Fixed a permissions bug where linked folders in the Economics hierarchy were being copied and did not preserve the permissions set by the linked Dataflow data.

102263

Fixed a bug that was causing incorrect NPV calculations when the ‘Fiscal Year-End’ setting was applied.

102602

Fixed an issue that was causing a fatal “Operation Failed” error when a hierarchy was cloned. 104824

Improved the application performance during opening of project documents (removed the repeated loading of hierarchy currency and price decks).

—

Manage Hierarchies: Fixed a bug that was causing an exception error when trying to clone a hierarchy that had been modified by a currency deck ‘Bulk Push to Hierarchies’ operation.

—


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Note: Mandatory database upgrades for all databases (IPS Common database and tenant databases) are required for this update.

Updates are based on full installations of PlanningSpace. All changes in previous Updates are included in the latest Update. Update programs can be downloaded from the Aucerna Client Portal. Go to ‘https://clients.aucerna.com/products/downloads?product=planningspace’ (for PlanningSpace only) or ‘https://clients.aucerna.com/products/downloads?product=cxsuite’ (for PlanningSpace and/or CX Suite applications) and download the installer and database upgrade programs using the links in the section ‘Installers (16.5)’. Note for IPS administrators: In a future update there will be changes to some default settings in IPS Manager. Service setting ‘Capture Api Traffic’ will be changed to default ‘True’. The application client setting ‘License.SelectionMode’ (which is independently set for Dataflow, Economics, Financials, Portfolio, and the CX Suite applications) will be changed to default ‘AutomaticWithOverride’.

PlanningSpace™

New Features

Authentication methods (Local, SAML2, Windows AD) can be individually enabled/disabled for

each tenant in IPS Manager (note: if SAML2 is the only allowed authentication then login at the

PlanningSpace screen will be bypassed).

Security workgroups can be renamed.

New ‘/checkversion’ command-line option for the DBUpgrade and IPS_DBUpgrade programs:

this checks for the need to perform an upgrade without initiating the upgrade.

IPS Manager: New Service setting 'Enable Server Monitor' (enabled by default) can be used to

disable the server monitor processes. This means that all back-end data collection and API

endpoints will be stopped; and the Server Monitor user interfaces (in IPS Manager, and in the

PlanningSpace client) will be removed. This setting will be useful when PlanningSpace is

deployed in an IT environment (such as a cloud platform) where comprehensive server

monitoring systems are already available.

IPS Manager: New IPS Server setting ‘Check-in Interval’ to set the frequency at which each

server machine in a cluster performs a check-in with other machines in the cluster.

Added a hard refresh function for browser windows and web-based workspaces that are

embedded in the PlanningSpace application.

OData metadata (service description) requests now require API authentication (which was not

required in previous versions).




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OData settings in IPS Manager: the setting ‘IntegrationServicesMaxProjectPageSize’ (for

Economics and Financials) has been removed. Improved the description texts and validation for

the ‘IntegrationServices’ settings.

Fixed Defects


Fixed an issue that was causing unexpected IPS server shutdowns and failure to auto-restart. 90048

IPS Authentication: Fixed an issue where only an empty login screen was displayed and there was no error message after a SSL certificate error had occurred.

96270

Users Administration: Fixed a bug which was allowing SAML2 and Windows AD user accounts to incorrectly have the flag ‘User must change password at next login’ set (via bulk scripting).

99027

Fixed an issue that was affecting authentication token refresh for PlanningSpace clients connected to the Aucerna-hosted PlanningSpace service.

101927

Users Administration: Fixed a bug in the CSV export for ‘Users & Workgroups’ where the handling of quote characters was not correct.

—

Tenant SAML configuration: Fixed a bug where the ‘Export Metadata’ button was not working when a HTTPS certificate was not configured.

—

Audit Log records for API logins: Fixed missing information for the application name. —

IPS PowerShell module: Fixed a bug in the ‘Get-TenantSAML2IdentityProvider’ cmdlet where an exception error was occurring if the specified tenant did not have a SAML2 configuration.

—

IPS/PlanningSpace installer: Fixed a bug that was causing intermittent failure (error 1603) for service registration during installation.

—

There are changes to the built-in HTML help files due to identification of a Javascript code vulnerability. PlanningSpace Help and the Web API Documentation both have a new HTML ‘skin’ which affects the appearance (colors, fonts, etc.) but the interface functionality is the same.

—


New Features

Load from Database tool: Added security permissions for batch import settings and mapping

templates.


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Load from Database tool: Added the ability to load source data into multiple documents. The

option ‘Update document using identifier’ will now load data into all documents that match with

the specified identifier.

Load from Economics tool: Batch import settings can now be copied from one batch to another.

Load from Economics tool: when choosing the import end date option, ‘Economics Project

Economic Limit’, the last value date is now used as the end date (instead of the economic limit

date). This ensures any variable information that is not truncated at the economic limit, such as

abandonment costs, will be loaded from Economics. This change makes the behavior consistent

with reporting in the Economics application when the 'project economic limit' option is chosen.

Data Utility: Added security permissions for presets.

Data Batching hierarchy tool: Added security permissions for batch presets.

Lists management: Added security permissions that are specific to each list.

Expression Editor: An optional default parameter has been added to the

GETSCENARIODATABYTAG and GETSCENARIODATA expression functions. If a tag or scenario

referenced by the expression doesn't exist in a document, then the default value will be

returned.

Change Record dialog: Added a removable reminder alert (and link to Help documentation)

about using revision tags to mark documents for inclusion in Dataflow-Economics linking in the

case that no revision tags are added.

PlanningSpace Anonymizer add-on tool: Added functionality to run the tool via the command

line.

Fixed Defects


PlanningSpace Data Connector: Fixed a bug where data was being incorrectly retrieved for child documents when a revision tag was selected.

47993

Load from Database tool: Fixed an issue where the document template default value was not populated when the document start date was changed, and it was only populated in the default scenario.

64624, 93672

Workflow Utility: Fixed an issue with the ‘last updated’ filter that was failing to show documents updated within the last 30 days.

80816

Restore Revision: Improvements have been made to the restoration function to deal with performance issues and intermittent failures.

86696

Fixed an intermittent bug for document creation (manual or via Loader) where the history was missing and an exception error was logged; this was associated with heavy loading of the SQL Server.

87294, 97180


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Load from Database tool: Fixed a UI bug for the display of text elements in the ‘RU’ display mode.

87898

Data Utility: Fixed a bug that was causing an error status with the message “Document not updated because the operation was canceled”, when submitting a variable containing a list value that no longer exists.

88482

Document scenario cases: Fixed a bug that was causing document scenarios with the same variable category case to incorrectly show different values.

90912

Load from Database tool: Fixed a bug that was causing unusual behaviour when loading from a data source that had non-annual periodicity.

94692

Fixed an issue that was causing an exception error when opening a version that referenced a large price deck.

95776

Document Template editor: Fixed an issue that was causing incomplete copy-and-paste of some template control elements (access control permissions; ‘Is Expanded’ checkbox).

95903

Fixed an issue that was causing periodic variable data to be hidden when switching between revisions and documents.

100603

Load from Database tool: Fixed an issue that was causing intermittent database deadlock problems when connecting to an Excel source.

—

OData request ‘AllPeriodicVariablesWide’: Fixed a timeout issue that was causing a 500 error response when the API request did not include query filters.

—

Variable to Range Mappings tool: Fixed a bug where a template could not be loaded because it had no variables attached.

—


New Features

Pivot and Aggregate Dataflow link: Performance improvements for data transformations with

large numbers of source documents.

Result Set calculations: Added the ability to run sensitivities on contract term variables.

Sensitivity Result Sets: Added functionality for the export and import of the Sensitivities settings.

Currency and Discounting presets: Added Read permission control (previously it was locked to

‘Allow’).

Report Options presets: Added Read permission control (previously it was locked to ‘Allow’).


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Excel VBA macros in report templates: VBA macros can be added (or modified) in the Live Edit

mode and they will be saved inside the report template.

Regime/Report templates variable mapping: added ‘Variable Prompt’ to the list of variable

information displayed to help users during the mapping process.

‘Economics Calculation’ API: new endpoint to get or modify the regime terms applied in a

specific hierarchy (‘/api/v1/hierarchies/{id}/regimeterms’); updated endpoint

‘/api/v1/hierarchies/{hierarchyId}/projects’ with added batch operations on multiple projects in

a hierarchy.

Fixed Defects


Dataflow linking: Fixed an issue that was causing documents that were deleted from Dataflow, and manually re-synced to Economics, to require a double refresh in order to be seen in Economics.

81047

Fixed an issue for the TotalBack() and TotalForward() functions which were returning wrong results when the module periodicity was not monthly.

96223

Result Set calculation: Fixed an issue where incorrect aggregation logic was being applied to data with monthly periodicity.

100079

Permissions editor dialog: Fixed an issue which was causing a workgroup or user to be displayed in the list although it had no permissions assigned to it.

100384

Result Set calculation: Fixed an issue that was causing the error “Unexpected Error when storing temporary incremental projects…” when the option ‘Store all variables for auditing purposes’ was enabled.

101396

Price Management: Fixed a UI bug where the Delete key action inside a price deck cell was triggering deletion of the price deck.

—

Currency Management: Changed the Paste action in the currency deck editor so that a single cell value in the clipboard will be pasted into every cell when a range of cells has been selected.

—

Sensitivity Result Set: Fixed an issue where validation checking always required a project variable or category to be configured.

—


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PlanningSpace™ Reserves (Reconciliation and Decline)

Fixed Defects


Reconciliation – Approval Configuration: Fixed a bug that was preventing the deletion of approval states.

98182


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Updates are based on full installations of PlanningSpace. All changes in previous Updates are included in the latest Update. Update programs can be downloaded from the Aucerna Client Portal. Go to ‘https://clients.aucerna.com/products/downloads?product=planningspace’ (for PlanningSpace only) or ‘https://clients.aucerna.com/products/downloads?product=cxsuite’ (for PlanningSpace and/or CX Suite applications) and download the installer and database upgrade programs using the links in the section ‘Installers (16.5)’.

PlanningSpace™

New Features

Automatic provisioning of tenant user accounts based on the external Identity Provider.

Security – Workgroups: New ‘Copy Workgroup’ function.

Security – Workgroups: New ‘invert selections’ button in the user membership editor for a

workgroup (this is useful, for example, in the case of switching Dataflow document permissions

between a specified list of allowed users and a list of denied users).

Security – Workgroups: New ‘Copy from workgroup’ button so that users can be assigned

membership of a workgroup by copying the user membership from another workgroup.

Improvement to the IPS authentication service: removed unnecessary DNS host lookup for the

redirect URI.

Licensing web API: Cross-origin license API calls from an application will only be allowed if the

application's URL is included in the ‘AllowedURLsForCrossOriginRequests’ service setting.

Configurable controls on allowed assemblies and namespaces for report script execution in

Dataflow; this raises the level of control against possible malicious use of scripts.

The embedded web browser in the PlanningSpace client application has been upgraded to use

CefSharp version 86.

Fixed Defects


Fixed an issue where temporary files created by the IPS Server were being given randomly-generated name extensions that could accidentally trigger malware alerts by antivirus software. Temporary files now always have random names with logical name extensions (‘.tmp’, ‘.log’, etc).

79791




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Fixed a bug in CX CASH/FINANCIALS authentication that was incorrectly requesting tenant selection when launching the app from command line with a specified tenant.

98185

Fixed a bug that was causing incorrect currency conversions in OData tall and wide API requests and the Dataflow ‘Load from Economics’ loader, when retrieving annual data from a monthly-calculated result set.

—

IPS Product Licensing configuration: Fixed a bug that was preventing use of the Proxy/Forward Server option.

—


Fixed Defects


Workflow Utility: Fixed an issue that could cause ‘timed out’ errors when thousands of documents were included in an update.

97233

Fixed an issue with the expression editor IF statement: an earlier syntax change which fixed an issue in PlanningSpace Portfolio (see ticket 68210 in Update 11) was causing problems in some Dataflow documents; the syntax change has now been restricted to the Portfolio module.

97864

PlanningSpace Data Connector (PDC): Fixed an issue for Extract operations in predefined mode where expression-based variables that were aggregated from child-level data were not being extracted correctly.

97963

Loader logging: Improved the error messages in logs for the case of a locked destination document; the message now includes the datetime of the locking and the user account responsible.

—


Fixed Defects


Pivot and Aggregate Dataflow link: Fixed a bug that was preventing the retrieval of Working Interest data via a link.

—


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PlanningSpace™ Portfolio

Fixed Defects


Fixed an issue that was causing performance delays for pivot grids when switching between Visualization pages.

98894


New Features

Reconciliation: New email function for the approvals workflow.

Reconciliation: Added an ‘Include balances’ option for ‘Email task details’ to control whether the

balances information is included in the email.

Fixed Defects

Reconciliation: Fixed a bug in node balancing for reconciliations which was affecting multi-generational ‘ghost’ nodes (i.e., nodes where the well document has been deleted in Dataflow).

96143

Reconciliation: Fixed an issue that could cause a file access error (“cannot access the file … because it is being used by another process”) when trying to access the log file for a reconciliation load job.

97232

Reconciliation: Fixed an issue that was causing a “file not found” error when retrieving the job log for a cancelled reconciliation creation job.

—


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PlanningSpace™

New Features

Audit Log: logins via the API and selected API interactions are now recorded in the application

audit log.

New security role ‘Reports - Print’ controls user access to print functions in the PlanningSpace

application (the default setting includes 'Everyone' so that all users are granted the role).

IPS Manager – Product licensing UI: the ‘User sessions’ table now includes the tenant name;

improved the list view of allocated Users for Named User licenses (scroll bar and alphabetical

sorting).

Fixed Defects


IPS Manager: Fixed a UI bug in the ‘Product licensing’ screen where the ‘Licensing mode’ selection buttons did not show the current selection.

—

Fixed a bug that was causing an exception error (“NetMQ.AddressAlreadyInUseException”) when the IPS Server attempted re-connection to the database server during a self-restart sequence.

—


New Features

Load from Economics/Load from Financials: Improved the ‘Project Grouping’ function (which

was added in Update 7) so that the Project Grouping setting and the hierarchy project selections

are retained in the UI if the Result Set Run selection is changed to a Run in the same Result Set;




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also a warning alert is triggered if the new Run selection does not have all of the variables that

are used in the Project Grouping.

PlanningSpace Data Connector (PDC): Improved the logging mechanism so that logs are

automatically written to a worksheet rather than being held in memory; this fixes Excel memory

issues that were affecting large PDC operations. The new mechanism requires at least the Office

2016 version of Excel with latest updates installed, or Office 365. In case of incompatible Excel

versions this will be automatically-detected by the PDC code and the tool will not be usable.

PlanningSpace Anonymizer add-on tool: Added the options to exclude document names or user

names from being anonymized.

Fixed Defects


PlanningSpace Data Connector: Improvements made for handling workbook period/periodicity and more informative error response for the Workbook Periodicity setting.

95573

Load from Economics tool: Fixed an issue that was causing the loader to fail when a destination Dataflow document did not have any revisions (there was a confusing error message: “Error submitting documents. - The UTC time represented when the offset is applied must be between year 0 and 10,000”).

95780

Reporting: Fixed a bug in ‘Retrieve Reports’ which was causing a failure to retrieve reports. 96210


New Features

Result Set editor: modified the UI so that ticking (or unticking) the check box for a project/folder

in the hierarchy also selects it as the active node and hence displays its Sensitivities and

Economic Limit settings.

Fixed Defects


Result Set reporting: Fixed a bug that was causing failure to generate a folder-level report, when the report start date was set earlier than a project start date.

89099, 97410

Custom Unit labels: Fixed an issue where changes to label strings were not retained if the change only involved upper/lower case differences.

92559


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Regime module editor: Fixed an issue where using the ‘Add Missing Variables’ function was causing Terms preset overrides to be removed.

96140

OData ‘AllPeriodicVariablesWide’ and ‘AllScalarVariablesWide’: Fixed a bug in filtering which was causing null returned values for ‘ResultSetPath’.

96358

Result Set calculation with incremental group back allocation: Fixed a bug in the variable aggregation logic which was causing the back-allocation to fail with the error “There are variables with inconsistent aggregation methods across different regimes”.

96796

Fixed a bug in the ‘Copy From’ function that was causing incremental settings to be lost when a folder was copied.

97175

Dataflow integration: Fixed an inconsistency in the behavior of the Pivot and Aggregate link compared with the default link; if the hierarchy in Economics has a regime that has not been explicitly added to the Economics configuration in the Dataflow document templates, then instead of transferring the data for the variables defined in the generic mapping (as for the default link) there were no data being transferred.

—

Regime Library: Fixed issues in some functions in the Function Library that were producing incorrect output when the Fiscal Year-End setting was being used.

—

Query Builder: Modified the query output so that all of the default metadata columns are included for ‘$select=…’.

—

Economics OData API: Fixed an issue for the Tall/Wide requests (‘AllPeriodicVariablesWide’, ‘AllScalarVariablesWide’, ‘AllVariablesTall’) which were incorrectly returning the result set run currency deck in ‘CurrencyDeckName’.

—

Applied a missing database permission to the ‘pes_datawriter’ SQL Server role. This missing permission could impact use of the Pivot & Aggregate feature in Dataflow Integration.

—


New Features

The application setting ‘LpServer’ for Portfolio has been changed to the new default value

‘https://solver.aucerna.app’. (Note: the address ‘solver.palantirsolutions.com’ for the Aucerna

LP Solver service will be retired on 2021-06-30.)

Fixed Defects

Calculated Variable editor: Fixed a bug in the expression editor where inserting an ‘IF’ condition could cause the Portfolio application to crash (the editor now has a validation check that the IF function’s return values have the same data type).

68210


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Updates are based on full installations of PlanningSpace. All changes in previous Updates are included in the latest Update. Update programs can be downloaded from the Aucerna Client Portal. Go to ‘https://clients.aucerna.com/products/downloads?product=planningspace’ (for PlanningSpace only) or ‘https://clients.aucerna.com/products/downloads?product=cxsuite’ (for PlanningSpace and/or CX Suite applications) and download the installer and database upgrade programs using the links in the section ‘Installers (16.5)’. Note on code certification change for the PlanningSpace bootstrap executables: A new code signing certificate was introduced in Update 7. Some customers then experienced issues with PlanningSpace code being blocked by Windows security services. This update includes a new Extended Validation (EV) certificate that has been applied only to the bootstrap executables (a program is located in each of the Module subfolders: “…\Modules\*\bin\PalantirBootstrapInstaller.exe”) with the intention of resolving the code blocking issues. The certificate is issued by Sertigo and the signer name is “3ES Innovation Inc.”, which is Aucerna’s parent company; due to the EV signing process, the file version number on “PalantirBootstrapInstaller.exe” will differ from the other files within the same installation folder. Note that recently-created certificates may be blocked, or flagged as low reputation, by antivirus/malware security products due to their reputation score filtering logic. This problem may be soluble by whitelisting or similar in the product configuration(s). In any case Aucerna expects the issue will resolve itself over time as the reputation filters become adapted to the new certificate. Note for users of the LP Solver service ‘solver.palantirsolutions.com’: The Aucerna LP Solver service address is changing from ‘https://solver.palantirsolutions.com’ to ‘https://solver.aucerna.app’. To prepare for this change, IPS Administrators should modify the Portfolio application setting ‘LpServer’ to ‘https://solver.aucerna.app’. The old address will be removed on 30 June 2021. In the interim, either address can be used. In a forthcoming PlanningSpace release, the default value of the ‘LpServer’ setting will be updated to the new address.

PlanningSpace™

New Features

New ‘Economics Calculation’ API.

Query Builder utility for easier construction of OData API request strings.




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Fixed Defects


Identity Provider setup: Fixed a bug that was causing the port number to be included in the IPS SAML metadata, when IPS Server is configured for SLL offloading.

95213


New Features

Scenario Designer hierarchy tool: modified the behavior so that scenario tags can be bulk-edited

in documents without affecting the scenario cases (previously, non-selected cases would be

reset to Default).

Fixed Defects

Fixed a bug in the Dataflow Web API for the resource ‘PlanningSpaceDataflow/api/v1/documents/MultipleData’ that was causing an incorrect scale conversion for variables with a Tonnes unit definition.

91783

Fixed a bug in the Dataflow OData API which was causing failures for requests containing ‘$expand’ operations on Revisions and Tags.

94570

Load from Database tool: Fixed a bug that was causing a fatal aggregation exception in the case where the batch import settings specified “Load all items”.

95354


New Features

Result Sets: Added new Economic Limit settings in the result set configuration which can be

used to override project-level economic limit settings.

Sensitivity Result Sets: Added Currency sensitivities and Price sensitivities.

New ‘Economics Calculation’ API: this expands on the ‘Economics’ Web API to support

hierarchy-wide calculations.

Dataflow integration: Inline help text and documentation links have been added to the UI to

assist users in understanding the steps for setting up a link to Dataflow.

Query Builder utility for easier construction of OData API request strings: the initial release

implements for OData requests for Economics ‘Wide’ tables of result set data.


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Fixed Defects


Result Set calculation: Fixed a bug that was causing failure in incremental calculations (this occurred in cases where projects within the same incremental group referenced different regimes).

93434

Regime Library: Fixed a bug that was causing module terms overridden settings to be lost when copying a module from one regime to another regime.

95537

Fixed an issue that was causing long delays in the generation of scratchpad reports. 95740


Fixed Defects

Dataflow Data Source: Fixed a bug that was causing failure of the mapping for the Dataflow variable ‘System.Document.Currency Deck’.

93682

Fixed a bug in the pivot grid visualization where data was not being displayed initially (it required an additional reset operation).

94152

Fixed an issue in visualizations where active Project Name filters did not update correctly after project inclusions had been modified.

94152


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PlanningSpace™

Fixed Defects


Fixed a bug in User Management that prevented saving changes made to a user account if the account had an API Key without an expiration date.

93932


New Feature

Export and import Project Sensitivity settings in Standard Result Sets.

o This feature provides the ability to export and import the Sensitivity Settings from the

currently-selected Run in a Standard Result Set (not a Sensitivity Result Set), to and from

an Excel file.

o The Export file is created with two worksheets: "Nodes" and "Variables". The "Variables"

worksheet contains a "Row Id" column, the value of which corresponds to the "Id"

column value in the "Nodes" sheet.

o For the Import to work successfully, the data must be in the expected format. If there is

any invalid or unexpected data found during import, it will be displayed in the Log

Viewer.




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Note: A mandatory database upgrade for tenant databases is required for this update.


PlanningSpace™

Fixed Defects


Fixed a bug in Identity Provider (SAML) authentication that occurred when the IPS Server was running on a non-default port.

92453

Fixed a bug in Windows authentication for OData API, where sub-domains were not correctly handled.

93305


Fixed Defects

Reconciliation: Fixed a bug where the opening balance for auto-classification calculations was being taken from the wrong category.

92300

Reconciliation: Fixed a bug where the first change reason was being ignored when loading multiple change reasons into a new category for an existing document.

—


Fixed Defects

Export to Economics: Fixed a bug that was causing the export process to fail (in version 16.5 Update 6).

92716




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Updates are based on full installations of PlanningSpace. All changes in previous Updates are included in the latest Update. Update programs can be downloaded from the Aucerna Client Portal. Go to ‘https://clients.aucerna.com/products/downloads?product=planningspace’ (for PlanningSpace only) or ‘https://clients.aucerna.com/products/downloads?product=cxsuite’ (for PlanningSpace and/or CX Suite applications) and download the installer and database upgrade programs using the links in the section ‘Installers (16.5)’. Note: Tenant database upgrades are expected run very slowly in the case of large numbers of Dataflow documents being stored in the database; this is due to implementation of the ‘Unique ID’ feature for documents. (The particular DBUpgrade step is: “Attempting to run upgrade function Upgrade in class DocumentUniqueIdGenerator”.) The code signing certificate that is used to sign PlanningSpace application DLL files, as well as installer executable EXE files, has been changed in this Update to address consistency with other Aucerna products. The signer name has changed from “Palantir UK Limited” (certificate used in Update 6) to “Aucerna” (current certificate). The certificate information can be viewed in the Digital Signatures tab of the file properties. Only Palantir DLL files with names ‘Palantir.XXX.dll’ are signed with this certificate, not third party component DLLs, such as provided by Microsoft. The certificate change can impact PlanningSpace users when they use the updated PlanningSpace client deployment, because the Microsoft Defender SmartScreen service will detect a new certificate and block the download/execution of the PlanningSpace ‘bootstrap’ updater. To prevent this happening, system admins can configure a group policy for SmartScreen by adding the PlanningSpace server address as a trusted URL.

PlanningSpace™

New Features

OData API: Added a Windows authentication mode for OData API requests, which enables

better integration of PlanningSpace with OData-based client tools (e.g., Excel, Power BI).

Added an option to set an expiration lifetime for API keys using the new IPS service setting ‘API

Key Lifetime’.

The ‘Provider URL’ setting in SAML2 Configuration has been changed to optional.

New application client-side license setting ‘License.SelectionMode’.

Added client-side log files that are stored in the user’s local machine.

Added logging of Identity Provider Server interactions in the ‘TenantAuthentication’ log file.

Added new switch ‘/bypasssqlprereq’ to the DBUpgrade command line program.




Aucerna | 23

Upgrades to the included versions of AngularJS (version 1.7.9) and jQuery (version 3.4.1).

Fixed Defects


If a client user does not connect and login to PlanningSpace using the configured Service Address (which will be the load balancer’s address for a clustered deployment) then the automated process for token refresh will fail and the user’s session will silently finish after the initial token expires; this will result in ‘unexplained’ errors if the user tries to continue the session. This fix implements a warning message to the user when the token refresh process has failed; however the user must still re-start the PlanningSpace session and re-authenticate.

51948

Fixed bug in the License Manager of Aucerna Client Portal where de-selecting users in Named User licenses using CSV export-edit-import was not working.

80098

Improved the Swagger live API documentation for the ‘PlanningSpace/api/v1/users’ and ‘PlanningSpace/api/v1/workgroups’ resources to explain correct use of the ‘include’ parameter.

86360

DB Upgrade: Fixed an issue that could cause resident antivirus software to impede the performance of the DBUpgrade programs.

—

Fixed a bug where the IPS service would not start on a server machine if the number of machine CPUs had been reduced and the processor affinity setting was trying to reference non-existent CPUs.

—

IPS Server Monitor: Fixed an issue that was causing incorrect memory usage data to be calculated (compared with the Windows Performance Monitor).

—

Fixed a bug in SAML authentication that was causing incorrect case-sensitive validation. —


New Features

Implemented a system-wide Unique ID for each document (the same ID applies across all

versions).

Load from Economics and Load from Financials tools: Added functions to aggregate and

transform source data based on scalar variables.

Currency Management and Price Management: Added folders to organize global currency decks

and price decks.


Aucerna | 24

Update Currency Settings hierarchy tool: New option for selection of individual variables to be

updated.

Hierarchy Permissions editor: the default selection for ‘Apply changes to’ has been changed to

‘This node only’.

Fixed Defects


Copy to Version: Fixed a bug where blank values in documents were not copied correctly. 45755

Load from Excel tool: Fixed a bug that failed to import a zero if it was formatted as a dash symbol (‘-‘) in the source file. Note: other symbolic references for zero are not supported.

68851

Fixed a bug that was causing duplicated node names to be created when a tenant was created from a blank database.

68933

Configuration – Reports: Fixed an issue that could cause a report template to open very slowly and then crash the application. Opening of template files has been improved to handle implementations with large numbers of variables.

71851, 79097

Update Currency Settings hierarchy tool: Fixed a permissions bug where a user with only Read permission for currency variables according to the document template was able to modify currency settings by using the tool. The tool now requires the user to have ‘Full’ permission (in the template) to modify a document variable, otherwise an insufficient permission warning will be logged.

77090

Update Currency Settings and Bulk Calculate hierarchy tools: Fixed a bug where currency variables were not being re-calculated following a currency deck update made by the tool.

77941

Fixed a bug that was causing exception errors (“Unable to cast object of type 'MS.Internal.NamedObject'”) when a user was trying to modify the workgroup access permissions for a Version or a Template.

79330, 87301

Fixed a bug in the OData API endpoint ‘/data/v1/Documents’ which was not returning the correct document data (this could affect documents in Dataflow which were copied between versions and the source version was deleted).

79680

‘Load from’ tools: Fixed a UI bug where an exception error occurred if the hierarchy tree view in the Batch Import screen was expanded or collapsed with no node selected.

80342

Load from Economics tool: Fixed an issue which was causing variable mapping settings to be lost when an exported mapping template was imported to a different PlanningSpace tenant. Important: after the update is applied, mapping templates must be re-exported from the original tenant to fix the problem.

81727


Aucerna | 25

Data Aggregator tool: Fixed an issue that was affecting saved documents after an expression was removed; the Aggregator tool was mistakenly looking for the removed expression to be present in variables. Important: After the software update is applied, any affected documents will require the Calculation tool to be re-run on them for the error to be resolved.

87299

Data Utility: Fixed a bug that was causing the ‘Apply Revision Tag’ function not to work correctly.

88483

Load from Database tool: Fixed an issue which could cause the start of the log file to be incomplete (for large data loads).

88971

Compare revisions (Document Comparison tool): Fixed a bug that was causing incorrect numerical difference calculations in the case of operating system regional settings that use comma as decimal separator.

90536

Load from Database tool: Fixed a bug that caused an OLE DB Connection using Server Side Load to revert to client side loading (the main cause was that the OLE DB Connection was not releasing its connection to the source file).

91462

Fixed a bug where a user without permissions for a revisions tag was allowed to view the tag in the revision history dropdown.

—

Added local caching of price deck data to improve application performance during document loading.

—


New Features

Dataflow integration: Added new Dataflow link type ‘Pivot and Aggregate’ which provides

functions for the transformation of linked Dataflow data.

Dataflow integration: Added a ‘Point Forward Date’ setting for Dataflow links.

Result Set calculations: Added an option for back-allocation of results from incremental result

sets to all projects within groups.

‘Fiscal Year’ settings have been added so that annual calculations can be performed based on

specifiable start months and year-end months for projects and regimes.

Hierarchy import: Import can now be performed for XEFH files exported from earlier versions

(16.3 SP2, 16.4) of PlanningSpace Economics (an automatic upgrade process is applied to the

XEFH data).

Report templates are now included in hierarchy export files and users may choose whether to

load or ignore the templates during hierarchy import (cf. the existing functionality for regime

import).


Aucerna | 26

Dataflow integration: Added a warning message when a user-entered variable that is not linked

to Dataflow has been removed from the project template since the last time the project was

saved.

Currency Deck and Price Deck can be added to a hierarchy, or replaced, using a specified

revision of the global deck.

Hierarchy Explorer UI now displays extra information about Price Decks and Currency Decks (the

revision number of the global deck that was originally inserted, and local modification

information).

Hierarchy Permissions editor: the default selection for ‘Apply changes to’ has been changed to

‘This node only’ (instead of ‘This node and all child and parent nodes’).

Currency Management and Price Management: Added folders to organize global currency decks

and price decks.

Result Set – Project Filter Manager: Added permissions-based security for project filters.

Added permissions-based security for Report Options Presets, and Currency and Discounting

Presets.

Added the ability to add new placeholder runs to Variance Multi-run reports.

Incremental calculations: Modified the algorithm so that the incremental subtraction step is

only applied to Output variables with the Sum aggregation method.

Fixed Defects


Report Template editor: Fixed a bug which was causing an exception error during copy-paste of a variable link.

67625

Manage Hierarchies UI: Fixed a bug which was causing copy-and-paste to an external application to miss the contents of the ‘Comments’ column.

82076

Aucerna Portfolio integration for Economics data: Fixed an API issue that was causing errors in extracting Indicator data from Economics Result Sets.

91422

Manage Hierarchies UI: Fixed a bug that was causing failure of the hierarchies list to refresh while a search filter was activated.

—

Result Set calculation: Fixed a bug that was causing subtraction errors for incremental result set calculations.

—


Aucerna | 27


Fixed Defects

Dataflow source mapping: Changed the ordering of Dataflow node types in ‘Entity Type Selection’ to alphabetical order, which is consistent with other PlanningSpace applications.

88365


Aucerna | 28



Updates are based on full installations of PlanningSpace. All changes in previous Updates are included in the latest Update. Update programs can be downloaded from the Aucerna Client Portal. Go to ‘https://clients.aucerna.com/products/downloads?product=planningspace’ (for PlanningSpace only) or ‘https://clients.aucerna.com/products/downloads?product=cxsuite’ (for PlanningSpace and/or CX Suite applications) and download the installer and database upgrade programs using the links in the section ‘Installers (16.5)’. Note: The code signing certificate that is used to sign PlanningSpace application DLL files, as well as installer executable EXE files, has been changed in this Update. The signer name has changed from “Palantir Solutions, Inc” (expired certificate) to “Palantir UK Limited” (current certificate). The certificate information can be viewed in the Digital Signatures tab of the file properties. Only Palantir DLL files with names ‘Palantir.XXX.dll’ are signed with this certificate, not third party component DLLs (such as provided by Microsoft). A further change of code signing certificate is planned for the next Update in order to bring the PlanningSpace code into line with other Aucerna product code.

PlanningSpace™

New Features

New commands in the IPS PowerShell module: ‘Enter-MaintenanceMode’ and ‘Set-

PrimaryServer’ (and a new API call ‘SetPrimaryServer’ has been added to the IPS Admin

Manager API).

Fixed Defects


Fixed an issue in ‘ru’ display language mode where some server calculation jobs (e.g., result set calculations) would not start.

87419

Fixed a bug in the IPS Manager web interface ‘Product licensing’ screen where the ‘Users’ listing for a named user license was not alphabetically sorted.

—




Aucerna | 29


New Features

Load from Database tool: Added “Load All Items” option in the loader batch settings (this is

intended for use with API-based data load automations).

Fixed Defects


Mapping templates: Fixed a bug which was causing the connection details to be lost when a template previously exported in ‘en’ display language mode was imported to Dataflow in ‘ru’ mode.

87120

Workflow Utility: Fixed a bug that was causing the Dataflow application to crash when loading documents that did not contain at least one revision.

87579

PlanningSpace™ Economics

Fixed Defects


Fixed a bug where ringfence settings were not correctly displayed when a Dataflow-linked hierarchy was cloned.

79320

Price Deck management: There is a limitation of 256 columns for paste operations in a prices spreadsheet when the clipboard contents are copied from an external source (e.g., Microsoft Excel). A new “Paste As Text” function has been added for paste operations from external sources with more than 256 columns.

79824

Result Sets explorer: Fixed a bug which was causing the displayed calculation hierarchy not to be updated based on the current user permissions in the source hierarchy.

86396

Dataflow integration: Fixed a bug which was causing errors in the synchronization of entity permissions for Auto links.

86414

Fixed an issue that was causing calculation log data timestamps to change their timezone setting when the data were copy-and-pasted via the clipboard.

87187

Price Deck management: Fixed a bug in ‘ru’ display mode where renaming of a price stream in the ‘Settings’ tab was not copied into the prices spreadsheet (also the name text was not being validated).

88157


Aucerna | 30

Dataflow integration: Fixed a bug which was causing synchronization failures for Dataflow documents that did not contain a revision.

88336

Clone Hierarchy: Fixed a bug which was causing a hierarchy clone not to have the correct permissions if the source hierarchy contained a Dataflow link.

88362

Clone Hierarchy: Fixed a bug which was causing a hierarchy clone not to refresh correctly when the hierarchy contained a Dataflow link and the link’s selected Version was changed.

88363

Hierarchy Permission editor: Fixed a bug that was causing incorrect information about workgroup permissions to appear in the editor.

88376

Regime Editor: Fixed an issue that was causing errors of the form ‘Violation of primary key constraint…’ when a regime was saved after module edits.

88388

Result Set calculation: Fixed a bug which could cause calculations to fail in cases where the selected price scenario did not exist in the hierarchy price deck.

88603, 89255

Dataflow integration: Fixed an issue which was causing failure to update project-dependent increment order in a hierarchy when the user changed the selected Version in the Dataflow link.

—

Regime Editor: Fixed several UI bugs in the ‘Add Variable’ function. —


Fixed Defects


Reconciliation: Fixed an issue where the reconciliation load failed to assign a change reason in the case when a value was missing in Dataflow because of a calculation error.

85917

Reconciliation: Fixed a confusing warning message that occurred when aggregating a variable in the case where none of the child documents had values.

87299


Fixed Defects

Improved the calculation performance of Portfolio to deal with observed issues where the application was ‘freezing’.

81513, 85200, 86440


Aucerna | 31



PlanningSpace™

New Features

API and OData requests to the IPS Server are logged in the server logs.

License file validation: files are no longer tested for the protocol (HTTP/HTTPS) or port number,

hence the license file will not become invalid after an HTTP/HTTPS switch, or other port change.

Fixed Defects


Fixed an issue with the IPS service not completing a self-restart when one of the service processes was not cleanly terminated.

60332, 80283

IPS License Proxy: Fixed an issue with the ‘Test Connection’ function which was broken if the actual license server was not running in Centralized Pool mode.

—


Fixed Defects

Compare revisions (Document Comparison tool): Fixed a bug that was causing incorrect numerical difference calculations in the case of operating system regional settings that use comma as decimal separator.

79319

Fixed an issue that was causing intermittent problems in dynamic data linking with PetroVR (missing data, incorrect data locking/unlocking).

84959, 86712

PlanningSpace Data Connector: Fixed an issue where the application could not make external references to a Microsoft Office library file (this is now included with the PDC files).

85947




Aucerna | 32

Load Dataflow data to Aucerna Portfolio: Fixed a bug that was causing load failure in the case of operating system regional settings that use comma as decimal separator.

—


Fixed Defects


Fixed an issue that was causing very slow performance when adding new variables in bulk (hundreds of variables) after loading a spreadsheet into a regime.

73959

Fixed a file handle issue related to the API endpoint ‘PlanningSpaceEconomics/data/v1/Calculate’ that was causing performance degradation on the IPS Server.

77382

Fixed a bug that was causing an application crash when a user tried to open a project, or to add Terms to a project, which contained a large Price Deck.

79852

Fixed a bug in the Clone Hierarchy operation that only occurred when the DisplayLanguage setting was ‘ru’ (an error message occurred if a user attempted to clone the same hierarchy more than once).

80587

Fixed a bug which was allowing variables to be created with names that contained illegal characters (including hyphens) for PlanningSpace’s implementation of Excel-compatible spreadsheets. Variable name validation has been modified to fully align with the allowed characters in Excel.

80954, 83378

Result Set reporting: Fixed a bug which was causing the ‘Incremental Order’ information to be missing.

80955

Result Set reporting: Fixed a bug where the UI was not correctly updated when the report type was switched from Variance to Standard.

82074

Variable Editor: Fixed a bug which was causing duplicated OData alias values in cases where the data type, unit type or custom unit settings of a variable were changed.

—

Result Set reporting: Fixed a UI bug in spreadsheet displays where the English term ‘Gross’ incorrectly appeared in the ‘ru’ display language mode.

—


Aucerna | 33


Fixed Defects


Fixed a bug that was allowing a document to be updated while it was going through an approval process.

78540

Fixed a bug in user permissions for workflows where workgroup permission changes did not take effect until a restart of the IPS Service.

79399


New Features

New shifting option for project dependencies ‘Disallow Child Project Shift Range Change’: if

enabled the child project shift min/max values will not be changed when the parent project is

shifted, and the parent project shift will be constrained by both the parent and child projects’

shift min/max values.

Fixed Defects

Fixed a UI issue where the Project Dependencies table did not display correctly. 78262

Fixed an issue that was causing the Portfolio application to crash when loading a PPLAN file that contained a result set calculated with a Regime that no longer existed in PlanningSpace Economics.

79784

Load Data from Dataflow source: The data loader has been modified to be case-insensitive with regard to project names in Dataflow; this fixes an issue where projects were loaded and not recognized as being the same.

80396

Load Data from Economics source: Fixed a bug in the Economics loader which was causing an exception error/application crash when a folder was expanded in the ‘Select Result Set Run’ file explorer.

81814


Aucerna | 34


Updates are based on full installations of PlanningSpace. All changes in previous Updates are included in the latest Update. Update programs can be downloaded from the Aucerna Client Portal. Go to ‘https://clients.aucerna.com/products/downloads?product=planningspace’ (for PlanningSpace only) or ‘https://clients.aucerna.com/products/downloads?product=cxsuite’ (for PlanningSpace and/or CX Suite applications) and download the installer and database upgrade programs using the links in the section ‘Installers (16.5)’. KNOWN ISSUE NOTE FOR UPDATE 4: There is a bug in the Portfolio ‘Load Data from Economics source’ function which is fixed in Update 5 (see Support Ticket 81814). The bug is caused by a missing DLL file and it can be fixed manually as follows; in the case of a cluster of server machines the change must be made on every machine. Step 1: Copy the file Palantir.Fusion.Framework.ResultSets.Entities.dll from the folder ‘C:\Program Files\Palantir\PalantirIPS 16.5\Modules\PlanningSpaceEconomics\bin’ to the folder ‘…\Modules\PlanningSpacePortfolio\Deployment\PlanningSpacePortfolio\Plugins’. Step 2: In the folder ‘…\Modules\PlanningSpacePortfolio\Deployment’ edit the file PlanningSpacePortfolio Manifest.xml and add as one line: <file source="Plugins\Palantir.Fusion.Framework.ResultSets.Entities.dll"

transient="No" volatile="No" />

PlanningSpace™

Fixed Defects


Fixed a bug that was causing PlanningSpace to fail to acquire licenses in situations where the user's computer had a broken connection to the Windows Domain Controller.

80583


Fixed Defects

Improved the performance of the setup phase of Economics-Dataflow synchronization to fix timeout errors that were observed in some large synchronization jobs.

81280




Aucerna | 35




PlanningSpace™

Fixed Defects


Fixed an issue that could cause incorrect localized (Russian) text to appear in the title display of the tenant web home page, after a software upgrade.

78343


Fixed Defects

Load from Database tool: Fixed a bug that could cause the tool to crash in situations where multiple users are simultaneously accessing data in the same Access database file and they are editing the same batch import settings.

52697, 66712

Change Dates hierarchy tool: Fixed an issue that could cause the tool to fail (with exception error) when the tool was run in a Windows environment where custom regional settings were being used.

78551

Data Batching hierarchy tool: Fixed an issue that prevented a newly-created preset from being saved.

—

Fixed an issue that could cause save failure for large Dataflow documents with associated Economics regimes: if the time needed for the Economics calculation exceeded 30 seconds then a ‘timeout’ error occurred. The timeout limit has been increased to two minutes.

—




Aucerna | 36


Fixed Defects


Fixed a bug in the link filter configuration dialog in Dataflow Integration: the dropdown selector was not working for the selection of variable values.

78927

Fixed an issue that was causing result set calculations with standard ringfencing to fail with the error “[IsPartnerCalculated] in module <Economic Limit>. Partner name cannot be empty”.

78940

Fixed a bug in the ‘Manage Report Groups’ dialog which was causing an error when text was entered in the ‘Search’ field and the dialog was closed and then re-opened.

79051


Fixed Defects

The database table format for reconciliations has been modified for expanded storage capacity. This fixes problems that have been occurring with the storage of very large data sets.

—


Aucerna | 37




PlanningSpace™

New Features

IPS can now be used as an authentication service for Aucerna Portfolio and Aucerna Reserves

(the authentication access token has been modified for compatibility with OIDC protocol).

Fixed Defects


Fixed an issue with the IPS service not completing a self-restart when the common database connection was interrupted.

64602, 66273

Fixed an exception error that was occurring when the ‘Export to CSV’ button was pressed in the Security management screens (Users, Workgroups, Roles).

75575, 75591, 75767

Fixed an issue with the web API call ‘/api/home/gettenants’ which was incorrectly returning tenant information when the ‘Show tenants’ IPS option was disabled.

—

Fixed a bug which was preventing Concurrent-type and Named User-type licenses from being used in the same session for PlanningSpace (or CX Suite) applications. This was blocking use of the LP Solver (Concurrent-type license) when the application license was Named User type.

—

Fixed a bug that was causing missing API resource items in the PlanningSpace Web API Swagger outputs.

—

Fixed an issue that was causing failure of embedded browser components in PlanningSpace to obey the ‘Display Language’ localization setting.

—




Aucerna | 38

Fixed a bug for SAML2 authentication which was allowing different user names to be entered in the PlanningSpace login dialog and the external Identity Provider login dialog. The authentication code now checks that the user names are identical and gives an error response if they are not.

—


Fixed Defects


Update currency settings: Fixed a bug that was causing failure to recalculate a document when the regime term preset was changed.

68550

Fixed a bug where the ‘Copy to Version’ function was not obeying document creation permissions correctly.

73092

Fixed a bug where it was possible to modify Revision tags in a hierarchy branch when there was no access permission for that branch.

73811

Data Propagator hierarchy tool: Fixed a bug that was causing incorrect handling of array double values which contain expressions.

74774

Fixed an issue which was causing incorrect behavior of the Revision tag filter in the document History window (tags were missing from the filter list).

—

Load from Excel tool: Fixed an exception error that was occurring when ‘Sheet Range’ was selected in the ‘Select Mapping’ dialog.

—

Load from Database tool: Fixed a bug that was causing numerical data to load incorrectly if the decimal separator was a comma (based on the Windows regional settings).

—

Improvements made at the database interface to improve the performance of document filtering queries. This fixes timeout failures that have occurred for large data sets being processed by the Load from Database and Data Aggregator/Propagator tools.

—

Fixed an exception error that could occur when changing the Unit setting for a periodic variable in a document.

—

Load from Economics/Financials tool: Fixed a bug that was incorrectly allowing Sensitivity Result Sets to be included in data loads.

—

Load from Economics/Financials tool: Fixed a bug that was causing failure to load for documents whose names contained the ampersand (‘&’) symbol.

—


Aucerna | 39

Fixed an issue for propagation batch jobs where a warning in the log about no matching documents being found was incorrectly setting an ‘Error’ flag for the job.

—

Fixed a bug in the job processing system which was causing incorrect status information being displayed in the Job Monitor (this affected jobs for data loader tools and hierarchy tools).

—

PlanningSpace Data Connector: Fixed an issue that was preventing ScalarDateTime variables being modified by an Update operation.

—

Dataflow Configuration – Lists: Fixed a bug that was allowing invalid symbols to be included in list names.

—

Fixed a bug in the PlanningSpaceDataflow API (‘POST /api/v1/documents/data/…’) which was causing incorrect inflation changes to periodic variable values when a POST request had changed the Real/Nominal setting.

—


New Features

Added a new security role ‘Hierarchy Prices - View’ so that users can be blocked from viewing

the price values inside the Price Decks that they are using. The existing role ‘Hierarchy - Prices’

has been renamed to ‘Hierarchy Prices - Configure’.

Added a new security role ‘Hierarchy Currencies- View’ so that users can be blocked from

viewing the values inside the Currency Decks that they are using. The existing role ‘Hierarchy -

Currencies’ has been renamed to ‘Hierarchy Currencies - Configure’.

Changed hierarchy permissions behavior so that the logic is consistent: Delete actions on

folders/projects require ‘Delete’ permission on the object (and all child objects) plus ‘Update’

permission for the hierarchy. (Previously, Delete action on an object required ‘Delete’

permission for the hierarchy.)

Added a new application tenant setting ‘Enforce Current Hierarchy Permissions In Calculated

Result Sets’ with default True (to maintain compatibility with earlier versions). When this setting

is False, any user with read access to the result set will be able to generate reports from all

documents included in the result set; when set to True, the user's access to each document will

be determined by the user's current document-level permissions in the calculation hierarchy.

Manage Hierarchies: when a new hierarchy is created (or cloned) it will be automatically-

selected in the list of hierarchies.

Improved Regime import function now supports importing XML files from versions 16.4 and 16.3

SP2.

Improved report import function now supports importing XML files from versions 16.4 and 16.3

SP2.


Aucerna | 40

Added a Search function for the list of currencies in the Currency Deck Settings dialog.

Regime module logic editor: Added functions so that calculation results within ringfence

modules can be assigned directly to individual projects instead of having to go through a

weighting process.

Regime module logic editor: Added function ‘GetPriceDeckName’.

Added a search function for variable names while configuring link filters in Dataflow Integration.

Sensitivity Result Sets: Added Partner information to the chart and table outputs.

Fixed Defects


The length restriction for text in the Comments fields of regimes has been removed. 50600

Fixed a bug where Text and Date variables were not being assigned an Alias value automatically when their ‘Visible in OData’ flag was set.

70105

Report templates: Fixed an issue where templates were not marked as ‘dirty’ (i.e., requiring saving) in the case that only the chart formatting had been changed.

75129, 75414

Fixed a bug in report generation which was causing incorrect output when there were dependent formula ranges in the report template.

75712, 75624, 75695

Dataflow linking: Fixed an issue where null-valued variables in Dataflow did not synchronize to the default values of linked variables in Economics.

76163

Fixed an issue in Standard Result Set reporting where sensitivities with Start Date earlier than the Project Start Date did not correctly run to the End of Project.

76552

Dataflow linking: Fixed a bug that was causing failed synchronization of data when Unicode characters were being used in regime names or variables.

76578, 76806

Fixed a bug in Result Set reporting which caused an error when saving reports ‘As Flat List’ if any project name contained an ampersand (‘&’) character.

77310

Fixed a permissions issue which was allowing currency or price settings to be edited in the Edit Hierarchy window in cases where the security role (‘Hierarchy - Currencies’ or ‘Hierarchy - Prices’) was not granted.

—

Fixed an issue of inconsistent behavior for the aggregation of scalar string values during incremental result set calculations. (The design behavior is that the aggregate value is taken from the final project, and this is now always performed.)

—


Aucerna | 41

Regime module logic editor: Fixed the incorrect syntax that was shown in the Function Guide for OFFSETVALUE, PARTNERVALUE and PERIODVALUE.

—


Fixed Defects


Load Data from Economics: Fixed an issue that could cause incorrect loading of documents when there are grouped projects in incremental calculations (if some documents have no data and the number of mapped variables is large).

68911

Fixed an issue that could cause slow performance of horizontal scrolling in the Visualizations tab.

76064


Aucerna | 42


Note: Mandatory database upgrades for the IPS and tenant databases are required for this update.

Update programs can be downloaded from the Aucerna Client Portal. Go to ‘https://clients.aucerna.com/products/downloads?product=planningspace’ (for PlanningSpace only) or ‘https://clients.aucerna.com/products/downloads?product=cxsuite’ (for PlanningSpace and/or CX Suite applications) and download the installer and database upgrade programs using the links in the section ‘Installers (16.5)’. (Note that the version 16.5 Update programs have changed from 16.4; the programs are now full installers rather than ‘patch’ files.)

PlanningSpace™

New Features

Internationalization of the PlanningSpace client applications, and Russian language display mode

for Dataflow and Economics. The mode is selectable (‘en’ or ‘ru’) by the new ‘DisplayLanguage’

IPS service setting (note: this is a global IPS setting which applies to all tenants, and it will

override any user locale/language preferences on client computers).

Improvements to the login process for SAML-authenticated user accounts: automatic login

without validation will happen when a valid login token can be retrieved from the identity

provider server; there is a checkbox to disable/enable the automatic login; authentication also

now supports ‘login_hint’ for compatibility with Azure AD.

The IPS license server endpoint requires authentication by token in the client’s request; the new

IPS service setting ‘Enable Anonymous License Access’ can be set to allow requests without

authentication (this is required for legacy CX applications, or earlier versions of PlanningSpace).

PlanningSpace authentication now supports SameSite cookies for Chrome browsers.

Fixed Defects


Fixed a bug where old user sessions were not being removed when a named user license was removed/replaced.

67703

Fixed a bug in the tenant web interface where the ‘Generate new API key’ menu action was wrongly displayed as available to users who did not have permission to access the action.

69543, 69639

Fixed a bug that was causing failure of the automatic authentication refresh for client sessions due to mishandling of ‘Set-Cookie’ headers (this occurred when HAProxy was used as a load balancer).

70052




Aucerna | 43

Fixed a bug in the authentication of SAML2 user accounts that occurred when running the client application in a Citrix server.

—


New Features

Document templates: Added the ability to set Unit System and Unit Scale defaults for each

variable separately.

Fixed Defects


Fixed a UI bug where the ‘Map Tools’ buttons stayed in the ribbon after all map items had been closed.

67911

Reserves reporting: Fixed a bug that was causing the failure of reports which contain ‘Change Details’.

69004

Data Aggregator hierarchy tool: Fixed a bug that occurred when all child documents had no data (null values); then the parent data were not overridden although the user had specified ‘Override Existing Values’.

69216

PlanningSpace Data Connector: Fixed an issue where Excel workbook cells within a range were not being cleared of existing data when the corresponding Dataflow values were Null.

70353

Reporting: Fixed an issue which was causing excessive loading of SQL Server during report generation.

70960

Fixed a bug that was preventing certain file types from being uploaded as attachments. 71376

Fixed a bug which could cause an exception error when using the Version Manager. 71398

PlanningSpace Data Connector: Fixed a bug that was causing incorrect behaviour of the Update process for currency rate variables.

72092

Fixed a UI bug that was causing an exception error when a document was opened in read-only mode and a data grid was viewed.

—

Data Batching hierarchy tool: Fixed an issue that was causing the tool to fail intermittently due to exception errors. The tool now has better handling of source data problems and the log information is more comprehensive. Similar improvements have been made for other hierarchy tools.

—


Aucerna | 44

Data Batching hierarchy tool: Fixed a bug that was causing the tool to fail when a batch step specified a revision tag that the user did not have permission to access. Now the problem step will be passed over and an error message will be written to the log.

—


New Features

Sensitivity Result Set functions for sensitivity calculations with outputs in the form of tornado

and spider diagrams.

Added a filtering function in spreadsheet reports

Report Group preset function which allows for different pivoting of the reporting hierarchy.

Fixed Defects


OData API: Fixed an issue that was causing excessive memory consumption in the IPS Server when processing ‘Wide’ and ‘Tall’ data requests.

57806


Fixed Defects


Reconciliation: The log information for data loading has been improved to include key settings and lists of documents selected.

—


Aucerna | 45

PlanningSpace™ 16.5

Note: Database Upgrades for the IPS and tenant databases are required if you are upgrading from PlanningSpace version 16.4. The DB Upgrade programs are included in the ‘PlanningSpace’ and ’PlanningSpace cx SUITE’ installation files.

Version 16.5 includes all of the new features and defect fixes contained in Version 16.4 up to Update 5. Please check the PlanningSpace 16.4 Update 5 Release Notes document for further information.

PlanningSpace™

New Features

SSL offloading option for the IPS server cluster configuration.

Servers configuration: new workers setting 'Worker allocation strategy' (currently it is only

applied to Result Set calculation jobs).

The PlanningSpace Data Connector add-in is automatically-deployed during the installation of

IPS Server.

Bootstrap downloads from the IPS server are more efficient so that start-up of the client

application is faster.

SSO is now implemented for login to the tenant webserver followed by launching of the

PlanningSpace client application. Therefore users do not need to re-enter their credentials. The

IPS service setting 'Launch Code Validity Period' determines the validity period for SSO (default

is 15 seconds).

Improvements have been made to the OData API endpoints for better resilience and

performance.

Fixed Defects

In addition to the list below, see the ‘PlanningSpace 16.4 Update 5 Release Notes’ document for a comprehensive list of Fixed Defects for version 16.4.


Fixed a bug that caused incorrect formatting in CSV files exported from the Users and Workgroups management interfaces, in cases where a newline character was present in the Description or Comments fields.

50099

Fixed an issue that could cause errors when importing user accounts from a CSV file. 50310

Improvements have been made in the IPS Performance Monitoring logging process to prevent disruptions in the database server.

—


Aucerna | 46

Fixed an inter-server communication issue for clusters which could cause job processing to be interrupted or terminated.

—

Fixed a bug in IPS Manager: the SMTP setting ‘Send from email’ would not accept capital letters.

—


New Features

Data loader for Aucerna Enersight: New data loader which uses live connections to Enersight

servers.

PlanningSpace Data Connector (PDC): There are various improvements to the user interface,

particularly: (1) improvements in the workflows for Extract and Update operations; and (2) the

behavior of the interface in a browser (i.e., when using Excel for Office 365 web) where the PDC

interface has a fixed width.

The Variables manager (in the Configuration workspace) now includes each variable’s Alias

value, which is used to reference the variable in OData API requests (Tall and Wide data tables).

The Alias value can be edited; this is useful for meaningful naming, or for shortening API request

strings.

Document attachments: Uploading of attachments is now controlled by a configurable whitelist

for allowed file types, and file contents are scanned for malicious/invalid content during

uploading.

Units and Scale settings are stored in documents and will persist when a document is closed and

reopened.

Dataflow-Economics integration: Variables with Custom units can be mapped between Dataflow

and Economics in the template ‘Economics Configuration’ editor; the Custom unit definitions

must have identical attributes.

The performance of the Reporting workspace has been improved so that opening the workspace

with multiple reports is faster.

Update Currency Settings hierarchy tool now runs as a background server job.

Data Aggregator and Data Propagator hierarchy tools: Preset configuration is improved so that

variables which have been deleted from the template are highlighted in the Variable Selector

and can be removed from the preset.

Dashboard Map: the maximum number of displayed objects can be configured as an application

tenant setting ‘Maximum Dashboard MapItems To Display’ with an upper limit of 10000 objects.

Also the loading time for map objects has been significantly improved.

Load from Database tool: Periodic data containing a single period can now be loaded.


Aucerna | 47

Fixed Defects



Reserves Reporting: Improvements have been made to deal with server RAM memory consumption problems during Reserves Report runs for large data sets. Nevertheless, large data sets as inputs can lead to memory overload; it is suggested to try using the PDF output format as this will consume less memory than using the PRNX format.

41976, 41983

Load from Database tool: Fixed an issue which was causing Warnings about missing documents not to be included in the logfile.

42313

Load from PalantirCASH tool: Improved the behavior of the progress bar during large data uploads.

42376

Reporting: Fixed an issue that was causing failure of the ‘Retrieve Reports’ function when the report output format was chosen differently from ‘PRNX’.

43265

Design Reporting editor: Fixed an issue which caused an incorrect warning message (reference to the wrong report) during Save operations if more than one report template is open for editing.

43383

Document ‘Visualization’ element: The Pie Chart visualization now works correctly for Scalar numeric data. (Note for TimeSeries data there is still work-in-progress.)

45038

Fixed a bug where modifying a list property did not trigger an update for opened documents that were using that list.

45534

Fixed an issue that was causing intermittent exception errors when using horizontal scroll bars inside documents.

45570

PlanningSpace Data Connector: Fixed an issue that was causing intermittent failure of the UPDATE tab to be enabled.

45573

Load from PalantirCASH tool: Fixed a bug that was causing incorrect data import (values were doubled) when a CASH variable was mapped to two or more different Dataflow variables.

46587

Bulk Calculate hierarchy tool: Fixed an issue with incorrect document updating when a linked Economics regime is adjusted.

46890

Load from Database tool: Fixed an issue where a modification to a date field was failing to trigger a recalculation.

46891


Aucerna | 48

The GETSCENARIODATA and GETSCENARIODATABYTAG functions in the Expression Editor have been modified to accept variables as inputs (as well as string-valued inputs).

47940

Template Editor – ‘Information Text’ panel: Fixed an issue which prevented spaces in the panel content generating a blank line in the Document viewer (restores behavior from earlier PlanningSpace versions).

47945

PlanningSpace Data Connector: Fixed a bug where data was being incorrectly retrieved for child documents when a revision tag was selected.

47993

PlanningSpace Data Connector: Fixed an issue that caused login failures when using Azure AD SSO.

48828

Update Currency Settings hierarchy tool: Fixed an issue that could cause the tool to miss document updates in large hierarchies when Economics regime mappings are modified.

49047

Task notification tool: Fixed a bug where the progress bar did not turn red after a failed report generation task; and added a new error message to appear in the log.

49529

Data Batching hierarchy tool: Fixed a UI bug where the preset setting was lost when the UI focus was moved away from the tool tab.

49858

Load from Economics tool: Fixed a bug which caused an error when a new variable is added to a mapping template.

50256

Document permissions: Fixed an issue where administrator changes to workgroup-based permissions were not being correctly applied to user accounts (the old permissions were cached).

50313

Configuration – Reports: Fixed an issue where importing a REPX report file could cause Dataflow to crash if the file was already opened in another application.

51492

Load from Database tool: Fixed an issue with the application-to-database interface that was causing some loader processes to crash.

51737

Load from Economics tool: Fixed an issue where the currency deck was not loaded in the case that “<Calculated Currency Deck>” was selected.

57736

Load from Database tool: Fixed an issue where not all periods were being loaded for the case of mixed periodicity and the start date is different to document start date.

60976

Fixed an issue which could cause slow UI performance when scrolling horizontally in a document tab where tabulated data is organised inside Expander fields and most of the fields are collapsed. (Note it is still possible to get slow performance when Expander fields are open, due to the need for the UI to synchronize the displayed data with the database source.)

61265


Aucerna | 49

Data Aggregator hierarchy tool: Fixed an issue that could cause the tool to crash when documents have Mixed periodicity.

61366

Template Editor – Expression Editor: Fixed a bug where ‘[Node Type]’ references were not being correctly evaluated in documents.

61442

Fixed an issue which was causing slow opening of documents that contained many (six or above) scenarios.

—

Template Editor: Fixed a bug that was causing failure to save edits that were made following a discard operation.

—

Template Editor: Fixed an issue that could cause the wrong template body to be displayed when the active template is changed.

—

Load from Database tool: Improvements to the template editor to test for missing settings which caused exception errors (including for Working Interest DB queries if a Document Name mapping is not specified).

—

Load from Database tool: Added automatic refresh of the ‘Destination Dataflow Hierarchy’ view when the hierarchy is changed.

—

Load from Database tool: Added the ‘Destination Hierarchy Node’ to the Pre-Import Log. —

Load from Database tool: Improved the ‘Select/Deselect All’ actions in the database file viewer (use keyboard CTRL+A to Select All, SHIFT+CTRL+A to Deselect All; or use the clickable actions in the context menu).

—

Load from Database tool: Fixed a bug that caused duplicated log messages when a hierarchy is linked to Economics.

—

Load from Database tool: Fixed a bug where locked documents in use were being moved by the loader.

—

Load from Excel tool: Fixed a bug which was causing incorrect data to appear in the ‘File root folder’ field.

—

Load from … tools: Fixed an issue where a document’s individual variable currency settings were not preserved during loading.

—

Dashboard Map: Fixed an issue which caused intermittent failure of a linked document to open when a map icon was clicked.

—

PlanningSpace Data Connector: Fixed several bugs in the ‘Manage Presets’ UI. —


Aucerna | 50


New Features

Excel Economics spreadsheets: Excel spreadsheet files can be used to define some or all of a

regime’s module logic.

New ‘Multi-run’ result set report types.

Result Set calculation jobs can now be parallelized on IPS server machines by using the new

server setting 'Worker allocation strategy'.

New ‘Clone Hierarchy’ function to make a clone of an existing hierarchy.

Hierarchy ‘Copy’ and ‘Paste’ now includes Dataflow links in the copy.

Hierarchy ‘Copy From’ function: Added the option to copy Dataflow links (note the option is

enabled by default).

The Edit Variables manager now includes each variable’s Alias value, which is used to reference

the variable in OData API requests (Tall and Wide data tables). The Alias value can be edited; this

is useful for meaningful naming, or for shortening API request strings.

New security roles ‘Hierarchy - Currencies’ and ‘Hierarchy - Prices’ (with default ‘Allowed’ access

granted to all users) have been added to improve security at the instance level.

Improved the handling of locked documents: A user can directly unlock and edit documents that

have been locked by the same user account (hence bypassing the need to use the Lock

Management function). This change does not apply to global currency and price decks because

these are shared with Dataflow and a different locking mechanism applies.

The Project Data ‘Change Real/Nominal’ function has new bulk change options (all variables in

current tab; all variables in document).

Dataflow integration: During manual refresh only changed documents in Dataflow are updated

in Economics. Sync operations should be significantly quicker for large hierarchies.

Dataflow integration: The Version for an existing Dataflow link can now be changed.

Result Sets explorer: Filters can be applied to the Calculation Hierarchy to perform project

selection for Result Set calculations.

Price Deck is now a selectable option in Result Set calculations (therefore Multi-run reports can

include multiple price decks).

The Result Set calculation logs now contain added information about the application version

that performed the calculation (see the details for ‘Calculation Information’ in the log viewer).

New functions 'Generate & Open', 'Generate & Download', and ‘Save As’ for Result Set reports.

The ‘Export’ function for result set reports now offers the options ‘As Flat List’ (all the reports

are contained in one folder with an HTML index file) or ‘Keep Folder Structure’.

Reports can be generated for result sets with mixed periodicity. This is also available for

scratchpad reports.

Report Designer: The sets of pseudo-variables have been expanded and their folders

rearranged; new pseudo-variables for ‘Price Deck’, ‘Reporting Currency Deck’ and ‘Comparison

…’ variables.


Aucerna | 51

Report Designer: Added a search box for templates.

Report template editor: the ‘Copy Worksheet’ action now copies all of the variable links that are

embedded in the worksheet.

Fixed Defects



Fixed a bug where a commented-out terms variable in regime module code was being included in a hierarchy terms document.

46460

Fixed a bug which caused errors when a price deck contained more than six price scenarios. 51518

Regime Designer: Fixed an issue where a module disappears from the editor when it is moved from one phase to another and then deleting the original phase and saving.

56719

Fixed an issue which was causing very slow opening of Result Set runs in the UI. 57340

Scratchpad calculations: Fixed an issue that was causing ‘System.OverflowException’ when array data were being truncated (project start date earlier than the regime start date).

66838

Terms push downs are now applied to regimes as well as terms documents. This means that if a project is inheriting its terms from a regime then it will be affected by push downs that are applied above the regime.

—

Dataflow Integration: The software performance has been improved to handle situations of creating a new link when the Dataflow hierarchy is very large.

—

Fixed an issue which could cause an application crash when a terms document is opened. —

Result Sets explorer: The expansion state of the hierarchy which has been set by the user is now preserved when switching between different report types.

—

Improved the readability of the contents of the Project Data tab for an opened project (previously the font setting was poor).

—

Result Sets explorer: Fixed a problem with UI flickering when the number of result sets is very large.

—

Fixed an issue that was causing incorrect output values when formula ranges in report templates were linked.

—


Aucerna | 52

Fixed an issue that was causing redundant zero values to be inserted into output OLS reports in the case of periodic numeric variables with a Formula Range link.

—

Result Set and scratchpad calculations: Fixed an issue where ringfence functions were incorrectly handled if applied to non-ringfence modules. This is now detected correctly and warning messages are logged.

—

Economics Configuration: Fixed a bug in ‘Currency Management’ where the ‘Add’ button was not correctly enabled (it was needing an existing deck to be selected). Also fixed for ‘Price Management’.

—


New Features

None for this release.

Fixed Defects

In addition to the list below, see the ‘PlanningSpace 16.4 Update 5 Release Notes’ document for a list of Fixed Defects for version 16.4.


Fixed a UI issue in the Financials loader where the mapping template headings for source variables were not correct.

58422

Fixed an issue which caused incorrect totals during recalculation of a pivot grid, when projects are included or excluded.

60665

Economics and Financials loaders: Fixed an issue which caused loading to fail when the mapping template contains a mapped variable that does not exist in the regime of the selected destination result set.

66504


New Features

None for this release.

Fixed Defects

In addition to the list below, see the ‘PlanningSpace 16.4 Update 5 Release Notes’ document for a list of Fixed Defects for version 16.4.


Aucerna | 53

Improvements have been made to deal with server RAM memory consumption problems during Reserves Report runs for large data sets. Nevertheless, large data sets as inputs can lead to memory overload; it is suggested to try using the PDF output format as this will consume less memory than using the PRNX format.

41976, 41983

Decline: Fixed a file loading error that occurred when the same name is used for multiple columns in the source data. Now restored to the correct behavior (only the first column found is loaded, and a warning about other columns is put into the log file).

—

Reconciliation: Fixed a UI bug where the Save option was not enabled following creation of a reconciliation reason.

—

Reconciliation: Fixed a bug (in version 16.4) where decimal values copied to the clipboard were being truncated at two decimal places.

—

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