Hercules (v1.29) | Release Notes | February 2022

Our release notes offer brief, high-level descriptions of new features, enhancements, and resolved issues. Detailed information on Set-up, Configuration and Feature Information is available in the Installation Guide and User Guide for each release.

Contact support@verasolutions.org to share feedback.

New Feature

Resource Management

This release introduces the architecture for Resource Management in Amp Impact, providing a foundational solution for organizations to plan out the roles, positions, and assignments in their workforce, as well as the goods and services needed to operate their programs and projects.

Note: Resource Management in Amp Impact is considered a foundational feature, which provides the data model and architecture that can be extended with custom development to meet an organization’s use case.

As part of workforce planning, users will be able to:

Define roles within the organization,
Fill positions for certain roles within projects or programs, and
Assign positions to specific project/program activities, while defining the level of effort required.

As part of procurement planning, users will be able to:

Manage a catalog of goods and services for the organization,
Request goods or services as part of activity implementation, and
Track the fulfillment of good/service requests.

Note: For further details on how to manage resources in Amp Impact, please see the Resource Management User Guide.

Feature Enhancement

Risk Planning

In this release, the Risk Management module has been enhanced, allowing for more sophisticated risk tracking and mitigation.

These enhancements enable the user to:

Create linkages between risks that may be related,
Identify potential and actual causes of risks, and
Plan and track actions surrounding risk mitigation as well as actions in response to risk incidents.

Risk Record related list.

Sample Risk Action Record:

Packaging Changes

New object ampi__xx_Good_Service__c

New fields:

Field Label	Field API Name	Data Type
Good/Service Name	Name	Text(80)
Description	ampi__xx_Description__c	Text(255)
Category	ampi__xx_Category__c	Picklist
Expected Cost	ampi__xx_Expected_Cost__c	Currency
Procurement Method	ampi__xx_Procurement_Method__c	Picklist

2. New page layout: Good/Service Layout

New object ampi__xx_Procurement_Requirement__c

New fields:

Field Label	Field API Name	Data Type
Procurement Requirement ID	Name	Auto Number
Good/Service	ampi__xx_Good_Service__c	Lookup(Good/Service)
Activity	ampi__xx_Activity__c	Lookup(Activity)
Number of Units Needed	ampi__xx_Number_Of_Units_Needed__c	Number
Unit	ampi__xx__Unit__c	Text(255)
Due Date	ampi__xx_Due_Date__c	Date
Planned Unit Cost	ampi__xx__Planned_Unit_Cost__c	Currency
Actual Unit Cost	ampi__xx__Actual_Unit_Cost__c	Currency
Planned Cost	ampi__xx__Planned_Cost__c	Formula(Currency)
Actual Cost	ampi__xx__Actual_Cost__c	Formula(Currency)
Procurement Status	ampi__xx_Procurement_Status__c	Picklist
Fulfillment Status	ampi__xx_Fulfillment_Status__c	Picklist

2. New page layout: Procurement Requirement Layout

New object ampi__xx_Position__c

New fields:

Field Label	Field API Name	Data Type
Position Name	Name	Text(80)
Contact	ampi__xx_Contact__c	Lookup(Contact)
Business Unit	ampi__xx_Business_Unit__c	Lookup(Account)
Vacancy Status	ampi__xx_Vacancy_Status__c	Picklist
Start Date	ampi__xx_Start_Date__c	Date
End Date	ampi__xx_End_Date__c	Date
Location	ampi__xx_Location__c	Text(255)
Time Unit for Costing	ampi__xx_Time_Unit_For_Costing__c	Picklist
Unit Cost	ampi__xx_Unit_Cost__c	Currency
Role	ampi__xx_Role__c	Lookup(Role)
Total Capacity (LOE)	ampi__xx_Total_Capacity__c	Percent
Required Qualifications	ampi__xx_Required_Qualifications__c	Text(255)

2. New page layout: Position Layout

3. New validation rules:

Rule Name	Error Location (Field API Name)	Purpose
Business_Unit_Validation	ampi__xx_Business_Unit__c	Ensures only Accounts with type Business Unit can be parent to Positions.
Total_Capacity_Limit	ampi__xx_Total_Capacity__c	Ensures Total Capacity does not exceed 100%

New object ampi__xx_Assignment__c

New fields:

Field Label	Field API Name	Data Type
Assignment ID	Name	Auto Number
Activity	ampi__xx_Activity__c	Lookup(Activity)
Role	ampi__xx_Role__c	Lookup(Role)
Position	ampi__xx_Position__c	Lookup(Position)
Status	ampi__xx_Status__c	Picklist
Estimated Effort	ampi__xx_Estimated_Effort__c	Percent
Actual Effort	ampi__xx_Actual_Effort__c	Percent
Start Date	ampi__xx_Start_Date__c	Date
End Date	ampi__xx_End_Date__c	Date
Estimated Cost	ampi__xx_Estimated_Cost__c	Formula(Currency)
Actual Cost	ampi__xx_Actual_Cost__c	Formula(Currency)

2. New page layout: Assignment Layout

3. New validation rules:

Rule Name	Error Location (Field API Name)	Purpose
Actual_Effort_Limit	ampi__xx_Actual_Effort__c	Ensures Actual Effort does not exceed 100%
Estimated_Effort_Limit	ampi__xx_Estimated_Effort__c	Ensures Estimated Effort does not exceed 100%

New object ampi__xx_Role__c

New fields:

Field Label	Field API Name	Data Type
Role Name	Name	Text(80)
Default Unit Cost	ampi__xx_Default_Unit_Cost__c	Currency
Default Time Unit for Costing	ampi__xx_Default_Time_Unit_For_Costing__c	Picklist
Type	ampi__xx_Type__c	Picklist

2. New page layout: Role Layout

New object ampi__xx_Risk_Relationship__c

New fields:

Field Label	Field API Name	Data Type
Risk Relationship ID	Name	Auto Number
Contributing Risk	ampi__xx_Contributing_Risk__c	Lookup(Risk)
Risk Contributed To	ampi__xx_Risk_Contributed_To__c	Lookup(Risk)
Activity	ampi__xx_Activity__c	Lookup(Activity)
Framework Objective	ampi__xx_Framework_Objective__c	Lookup(Framework Objective)

2. New page layout: Risk Relationship Layout

New object ampi__xx_Risk_Cause__c

New fields:

Field Label	Field API Name	Data Type
Risk Cause	Name	Text(80)
Risk	ampi__xx_Risk__c	Lookup(Risk)
Risk Cause Description	ampi__xx_Risk_Cause_Description__c	Long Text Area(5000)
Risk Cause Category	ampi__xx_Risk_Cause_Category__c	Picklist
Risk Cause Subcategory	ampi__xx_Risk_Cause_Subcategory__c	Picklist

2. New page layout: Risk Cause Layout

New object ampi__xx_Risk_Action__c

New fields:

Field Label	Field API Name	Data Type
Risk Action	Name	Text(80)
Risk	ampi__xx_Risk__c	Lookup(Risk)
Responsible Person	ampi__xx_Responsible_Person__c	Lookup(Contact)
Risk Action Description	ampi__xx_Risk_Action_Description__c	Long Text Area(5000)
Risk Action Category	ampi__xx_Risk_Action_Category	Picklist
Risk Action Start Date	ampi__xx_Risk_Action_Start_Date__c	Date
Risk Action End Date	ampi__xx_Risk_Action_End_Date__c	Date
Status	ampi__xx_Status__c	Picklist

2. New page layout: Risk Action Layout

Updates to ampi__Risk_Register__c

New field

Field Label	Field API Name	Data Type
Risk Register Type	ampi__xx_Risk_Register_Type__c	Picklist

Updates to ampiRiskc

New fields:

Field Label	Field API Name	Data Type
Acceptable Risk Level	ampi__xx_Acceptable_Risk_Level__c	Picklist
Is Risk Level Acceptable?	ampi__xx_Is_Risk_Level_Acceptable__c	Formula(Text)

2. Updated Page Layout: Risk Layout

a. New fields:, related lists added

3. Updated Lightning Record Page: Risk_Record_Page

a. New related lists added

Declarative Automation

Flow

Flow API Name	Description
ampi__Activity_After_Update	This flow assesses if fields ampi__Actual_End_Date__c or ampi__Actual_Start_Date__c were updated on an ampi__Activity__c record and populates the ampi__xx_Start_Date__c and ampi__xx_End_Date__c fields on the related ampi__Assignment__c record.
ampi__Populate_Assignment_Date_Fields	This flow determines if values for ampi__xx_Start_Date__c and ampi__xx_End_Date__c are populated upon ampi__Assignment__c record creation. If not, they are populated via the flow and values from the related ampi__Activity__c record's field values for ampi__Actual_Start_Date__c and ampi__Actual_End_Date__c are copied onto the ampi__Assignment__c fields.
ampi__Update_Date_Fields	This subflow is used in both the ampi__Populate_Assignment_Date_Fields and ampi__Activity_After_Update Flows to commit new ampi__xx_Start_Date__c and ampi__xx_End_Date__c date field values to the database.
ampi__Update_Position_Cost_Fields	This subflow is used in both the ampi__Position_Trigger and Role_Trigger_Cost_Fields_Update Flows to commit new ampi__xx_Time_Unit_For_Costing__c and ampi__xx_Unit_Cost__c cost field values to the database.
ampi__Populate_Position_Cost_Fields	The Flow triggers after record creation on ampi__Position__c and determines if ampi__xx_Time_Unit_For_Costing__c or ampi__xx_Unit_Cost__c are null and copies the values from the related ampi__Role__c record.
ampi__Role_Trigger_Cost_Fields_Update	This flow determines if the ampi__xx_Default_Unit_Cost__c or ampi__xx_Default_Time_Unit_For_Costing__c fields were updated on an ampi__Role__c record and launches the ampi__Update_Position_Cost_Fields subflow.
ampi__Good_Service_Trigger_Cost_Field_Update	This flow is triggered on update of an ampi__Good_Service__c record and determines if the ampi__xx_Expected_Cost__c field value was changed. If this field is updated, if a related ampi__Procurement_Requirement__c record exists with the ampi__xx__Planned_Unit_Cost__c field null, this flow copies the value into the ampi__xx_Expected_Cost__c field.
ampi__Populate_Procurement_Requirement_Cost_Field_Trigger	This Flow updates the ampi__xx__Planned_Unit_Cost__c field on a new ampi__Procurement_Requirement__c record if the field is null and the ampi__Good_Service__c lookup field has been populated.
ampi__Update_Procurement_Requirement_Field	This flow updates the ampi__xx__Planned_Unit_Cost__c field on ampi__Procurement_Requirement__c.

Permission Sets

Amp Impact Admin

Object Permissions

Object API Name	Permissions
ampi__xx_Assignment__c	Read, Create, Edit, Delete, View All, Modify
ampi__xx_Good_Service__c	Read, Create, Edit, Delete, View All, Modify
ampi__xx_Position__c	Read, Create, Edit, Delete, View All, Modify
ampi__xx_Procurement_Requirement__c	Read, Create, Edit, Delete, View All, Modify
ampi__xx_Risk_Action__c	Read, Create, Edit, Delete, View All, Modify
ampi__xx_Risk_Cause__c	Read, Create, Edit, Delete, View All, Modify
ampi__xx_Risk_Relationship__c	Read, Create, Edit, Delete, View All, Modify
ampi__xx_Role__c	Read, Create, Edit, Delete, View All, Modify

Field Permissions

Object API Name	Field API Name	Permissions
ampi__xx_Assignment__c	Name	Read, Edit
	ampi__xx_Activity__c	Read, Edit
	ampi__xx_Role__c	Read, Edit
	ampi__xx_Position__c	Read, Edit
	ampi__xx_Status__c	Read, Edit
	ampi__xx_Estimated_Effort__c	Read, Edit
	ampi__xx_Actual_Effort__c	Read, Edit
	ampi__xx_Start_Date__c	Read, Edit
	ampi__xx_End_Date__c	Read, Edit
	ampi__xx_Estimated_Cost__c	Read
	ampi__xx_Actual_Cost__c	Read
ampi__xx_Good_Service__c	Name	Read, Edit
	ampi__xx_Description__c	Read, Edit
	ampi__xx_Category__c	Read, Edit
	ampi__xx_Expected_Cost__c	Read, Edit
	ampi__xx_Procurement_Method__c	Read, Edit
ampi__xx_Position__c	Name	Read, Edit
	ampi__xx_Contact__c	Read, Edit
	ampi__xx_Business_Unit__c	Read, Edit
	ampi__xx_Vacancy_Status__c	Read, Edit
	ampi__xx_Start_Date__c	Read, Edit
	ampi__xx_End_Date__c	Read, Edit
	ampi__xx_Location__c	Read, Edit
	ampi__xx_Time_Unit_For_Costing__c	Read, Edit
	ampi__xx_Unit_Cost__c	Read, Edit
	ampi__xx_Role__c	Read, Edit
	ampi__xx_Total_Capacity__c	Read, Edit
	ampi__xx_Required_Qualifications__c	Read, Edit
ampi__xx_Procurement_Requirement__c	Name	Read, Edit
	ampi__xx_Good_Service__c	Read, Edit
	ampi__xx_Activity__c	Read, Edit
	ampi__xx_Number_Of_Units_Needed__c	Read, Edit
	ampi__xx__Unit__c	Read, Edit
	ampi__xx_Due_Date__c	Read, Edit
	ampi__xx__Planned_Unit_Cost__c	Read, Edit
	ampi__xx__Actual_Unit_Cost__c	Read, Edit
	ampi__xx__Planned_Cost__c	Read
	ampi__xx__Actual_Cost__c	Read
	ampi__xx_Procurement_Status__c	Read, Edit
	ampi__xx_Fulfillment_Status__c	Read, Edit
ampi__Risk__c	ampi__xx_Acceptable_Risk_Level__c	Read, Edit
ampi__Risk__c	ampi__xx_Is_Risk_Level_Acceptable__c	Read
ampi__xx_Risk_Action__c	Name	Read, Edit
	ampi__xx_Risk__c	Read, Edit
	ampi__xx_Responsible_Person__c	Read, Edit
	ampi__xx_Risk_Action_Description__c	Read, Edit
	ampi__xx_Risk_Action_Category	Read, Edit
	ampi__xx_Risk_Action_Start_Date__c	Read, Edit
	ampi__xx_Risk_Action_End_Date__c	Read, Edit
	ampi__xx_Status__c	Read, Edit
ampi__xx_Risk_Cause__c	Name	Read, Edit
	ampi__xx_Risk__c	Read, Edit
	ampi__xx_Risk_Cause_Description__c	Read, Edit
	ampi__xx_Risk_Cause_Category__c	Read, Edit
	ampi__xx_Risk_Cause_Subcategory__c	Read, Edit
ampi__Risk_Register__c	ampi__xx_Risk_Register_Type__c	Read, Edit
ampi__xx_Risk_Relationship__c	Name	Read, Edit
	ampi__xx_Contributing_Risk__c	Read, Edit
	ampi__xx_Risk_Contributed_To__c	Read, Edit
	ampi__xx_Activity__c	Read, Edit
	ampi__xx_Framework_Objective__c	Read, Edit
ampi__xx_Role__c	Name	Read, Edit
	ampi__xx_Default_Unit_Cost__c	Read, Edit
	ampi__xx_Default_Time_Unit_For_Costing__c	Read, Edit
	ampi__xx_Type__c	Read, Edit