Release notes

You can download a PDF version of the release notes here.

To access current and past release notes for all Axiom Healthcare products, click here.

Summary

Kaufman Hall is pleased to announce the 2019.3 release of Axiom Capital Planning. Each product release provides new features, enhancements, and configuration options to meet your needs. Many of these features and enhancements are a direct result of your feedback and suggestions.

Summary of the upgrade process:

Review product release notes – Review this document to familiarize yourself with the new features and functionality.
Schedule an installation date – Contact support@kaufmanhall.com or your implementation consultant, and they will confirm an installation period with you.
Complete manual updates – After installing the upgrade, if needed, review any manual setup steps needed to enable features for this version.

Support

As always, we appreciate your support of Kaufman Hall and look forward to continuing to meet your financial management needs. If you have any questions about your upgrade, contact Kaufman Hall Software Support at 1-888-543-6833 or support@kaufmanhall.com.

Training

Kaufman Hall offers multiple training options for our customers. These courses are part of your maintenance agreement and are free of charge. We strongly urge you to take advantage of all training options, including:

Self-help videos
Recorded webinars
Virtual training courses

For a complete listing of our courses, please visit www.kaufmanhall.com.

Product upgrade notes

IMPORTANT: You must apply the Axiom Software 2019.3 upgrade before applying any 2019.3 Axiom product upgrades. Axiom software upgrades are backward compatible so that you can upgrade different products at different times, but you must upgrade to Axiom Software 2019.3 before the first product upgrade. Refer to the Axiom Software 2019.3 Release Notes and Axiom Healthcare Suite 2019.3 Release Notes for considerations before upgrading. Apply this update ONLY if you have already applied the release and completed all the manual setup steps from the corresponding release notes.

When upgrading to the 2019.3 version of Axiom Capital Planning 2019.3, keep in mind the following:

This product upgrade contains updated templates, calculation methods, driver files, and remediated defects.
KHA delivered reports may be replaced. Any report that you saved under a different name or created new will remain untouched. Replaced reports are available in Document History, if needed.
Any KHA delivered report that was moved to a new location will automatically move back to its original location.
KHA product templates and calculation method libraries will be replaced.
Product task panes will be replaced.
Process definitions will not be replaced.
Security roles and sub-systems will be reset to their configured settings. All user security exceptions you may have made will remain intact.
Specific items configured as part your organization's implementation such as imports, exports, driver files, and process management files, will remain as is. Any required modifications to these areas are covered in the release notes, if required.

New features summary

See What's new.

2019.3 - Known issues resolved

The following tables list the resolutions for issues addressed in 2019.3, released on September 16th, 2019:

Excel and Web systems

Issue	Description
PFB-07656 - Formatting of the Executive Summary with Financial Statements report [TFS 36337]	Symptom: The Executive Summary with Financial Statements report displays incorrect formatting on the Fin_Stmts tab near the bottom for the following three key indicators: NPV, Payback, 1st Year of Positive Cash Flow. Resolution: Corrected by updating the formatting on a number of cells.

Issue

Description

PFB-07656 - Formatting of the Executive Summary with Financial Statements report [TFS 36337]

Symptom: The Executive Summary with Financial Statements report displays incorrect formatting on the Fin_Stmts tab near the bottom for the following three key indicators: NPV, Payback, 1st Year of Positive Cash Flow.

Resolution: Corrected by updating the formatting on a number of cells.

Web system only

Issue	Description
PFB-07323 - The Capital Committee Driver does not have the ability to delete/ remove a user [TFS 33665]	Symptom: The driver does not allow a user to delete a committee member. Resolution: Corrected by adding a check box next to the committee member name. When a user selects the check box and saves, the member is removed from the list.
Web Funding Source Description in NonThreshold Template [TFS 36842]	Symptom: The two funding source descriptions in the template do not update when changed in the code table. Resolution: Corrected by updating the formulas in cells D123 and D124.

Issue

Description

PFB-07323 - The Capital Committee Driver does not have the ability to delete/ remove a user [TFS 33665]

Symptom: The driver does not allow a user to delete a committee member.

Resolution: Corrected by adding a check box next to the committee member name. When a user selects the check box and saves, the member is removed from the list.

Web Funding Source Description in NonThreshold Template [TFS 36842]

Symptom: The two funding source descriptions in the template do not update when changed in the code table.

Resolution: Corrected by updating the formulas in cells D123 and D124.

Excel system only

No issues were addressed in this release.

2019.3.1 - Known issues resolved

The following tables list the resolutions for issues addressed in 2019.3.1, released on October 14th, 2019:

Excel and Web systems

No issues were addressed in this release.

Web system only


Contractual Allowance methodology change error [TFS 39901]	Symptom: When a value other than Per Case is selected and a value is entered, the system will save it, but when the plan file is reopened, the value disappears. The same occurs for Ancillary and Outpatient. Resolution: Corrected by updating the Contractual Allowance block to pull in the previously saved drop-down value for each drop-down section and adjusted the code logic in column D of AQ4.

Contractual Allowance methodology change error [TFS 39901]

Symptom: When a value other than Per Case is selected and a value is entered, the system will save it, but when the plan file is reopened, the value disappears. The same occurs for Ancillary and Outpatient.

Resolution: Corrected by updating the Contractual Allowance block to pull in the previously saved drop-down value for each drop-down section and adjusted the code logic in column D of AQ4.

Excel system only

No issues were addressed in this release.

Manual setup instructions

There are no manual setup or configuration instructions required for this release.

Known issues

The following table lists the known issues for this release:

Excel and Web systems

Issue	Description
PFB-07267 - CP drivers not included in the Rollover Utility [TFS 33145]	Issue: The Rollover utility needs to include the Default Driver, the Voting Committee Driver, and Balance sheet defaults. Status: This issue is under consideration for a future release.

Issue

Description

PFB-07267 - CP drivers not included in the Rollover Utility [TFS 33145]

Issue: The Rollover utility needs to include the Default Driver, the Voting Committee Driver, and Balance sheet defaults.

Status: This issue is under consideration for a future release.

Web system only

Issue	Description
CP Dashboard Refresh Variable for the two charts is off for Funding Sources [TFS 33317]	Issue: In the Capital Planning dashboard, by default, Class and Funding Pool are the two selections respectively. But, if you change and apply the Chart 2 selection to something else, the expected result from this point would be that you can now select Funding Pool for the top chart (it should be available for selection), however, its not available as an option. It becomes available only if you click Clear All. Status: This issue is under consideration for a future release.
PFB-07297 - CP Web Picklist selection forces top of page command [TFS 33413]	Issue: When more picklists display than will fit on the screen, the user must scroll down to access the last few picklists. When the user makes a selection, the system resets the page back to the top, displaying picklist 1-x, and the user is forced to scroll down again to select the next picklist. Status: This issue is under consideration for a future release.
CP Web Capital Dashboard > Category drop down spins after clicking CLEAR ALL [TFS 34231]	Issue: If you first click Clear all in the dashboard, and then try to change the Category drop-down in Refresh Variables, the system displays a spinning wheel. Status: This issue is under consideration for a future release.
PFB-07908 - CPCT Web - Hide unused tabs in the Project Template [TFS 38055]	Issue: The tabs should be hidden when none of the objects are being used. Business Plan and Decision Matrix can be hidden. The Details, Capital Questions, and Picklist tabs should be able to be hidden as well. Status: This issue is under consideration for a future release.

Excel system only

Issue	Description
PFB-06051 - Message Stream Missing when opening plan files from email link [TFS 18198]	Issue: When opening plan files from an email link, the message stream does not always display. If the Windows client is currently open and being used, when the user selects the link from the email, it opens with the Message Stream task pane. However, if Axiom is not in use and not currently open, when you click the link, the system will only open the file without the Message stream task pane. Status: This issue is under consideration for a future release.
PFB-06754 - Zero out of Entity and Department numbers [TFS 27565]	Issue: When using the "Close All" function on multiple project plan files and choosing the Save option, at least one of the plan files saves zeroes back to the data tables for the Entity and Department dimensions. Status: This issue is under consideration for a future release.
PFB-06755 - Home screen freeze pane error [TFS 27567]	Issue: When opening multiple plan files simultaneously, the Home Page will set the cursor in a random location, such as N100, then set the freeze panes there. While this causes no loss of functionality in the system, it should not happen. Status: This issue is under consideration for a future release.
PFB-07267 - CP drivers not included in the Rollover Utility [TFS 33154]	Issue: The Rollover utility needs to include the Default Driver, the Voting Committee Driver, and Balance sheet defaults. Status: This issue is under consideration for a future release.
PFB-07536 - 5th Pillar (Decision Matrix) is showing when not selected [TFS 35462]	Issue: In the Legacy client, when building a new project, the fifth "pillar" of the Decision Matrix displays in the template, even when it is not selected in the driver. Status: This issue is under consideration for a future release.
PFB-07559 - Order of columns in CP ProjectType Driver table needs to match CT Driver table [TFS 35781]	Issue: The order of columns in CP ProjectType Driver table needs to match CT Driver table. Currently, the CP table displays Code, Description, Type, and Include. It should display Code, Type, Description, and Include. Status: This issue is under consideration for a future release.
PFB-07953 - CapProjMaster[FY]_Rebuild template contains cell format error [TFS 38395]	Issue: An error displays when opening any plan files that have a numeric value stored in TextField02. Status: This issue is under consideration for a future release.
PFB-07988 - HTML tags from drivers being displayed in plan files [TFS 38631]	Issue: HTML tags in the CP BusinessPlan drivers. For example: <br> <div> <p> etc. Status: This issue is under consideration for a future release.
Legacy Excel when Vendor list exceeds 10,000 records getdataelement does not return all records [TFS 28330]	Issue: In the CapProjectMaster template, when selecting a vendor, the system returns only 10,000 results when the table contains more. The methodology needs to change to make the vendor records searchable and not load all records into the template. Status: This issue is under consideration for a future release.