Web release notes - March 2020

Revenue codes

You can now edit revenue codes when you export budget items and contracts to Excel.

• When a contract is selected for a PCO item, the Company field of the PCO item is set to the contract company and is now locked. (CN 02310789 / PS-13551)

Drawings - Superseded stamp

Published drawings with the Old Revision or Not Current status can now be overlaid with the superseded stamp. The superseded stamp is included when you download the old revisions or include them in a report.

Superseded stamp on an old revision

The superseded stamp is off by default, but you can turn it on in the settings.

Superseded stamp setting in the portfolio settings

Dashboard - New widgets

Dashboard widgets are now available for all record types in the Document Control, Field Management, and Drawings modules.

Reports - Updated and new reports

The detailed system reports for the Document Control and Field Management records have been updated to include the new activity stream subreport. This subreport combines the comments and links in a single activity stream.

Activity stream subreport in the RFI (Detailed with Comments and Links) report

The following reports have also been added:

• Daily Report Daily Construction Report with Labor Detail
• Meeting Detailed by Topic with Comments and Links
• Meeting Detailed by Topic with Comments
• Meeting Detailed by Topic
• Meeting Detailed with Assignments and Comments
• Transmittal Detailed with Signature and Links
• Transmittal Detailed with Signature

• For quick print reports, linked files that were uploaded prior to the last release are now included in the file list. (CN 02300549 / PS-13192)
• RFIs can now be edited without an error. (CN 02300697 / PS-13194)

Company fields

Company fields throughout ProjectSight have been improved, so you can now select a company from the list.

Company field example

You can also search for a company or create one from the company field.

Company Search dialog

Company contacts

If a user updates the First Name, Last Name, Work Telephone Number, or Mobile Phone Number in the user profile, the corresponding fields are updated on the Contacts tab in the company record.

Contacts tab before the name is changed in the user profile

Contacts tab after the name is changed in the user profile

Budget and Cost Management dashboard widgets

For BCM widgets with more than one summary value available, you can now change the summary value.

Available summary values for the Committing Contracts widget

Drawing workflow statuses

The following workflow statuses have been renamed:

• Current Version is now called Current.
• Old Revision is now called Not Current.

Portfolios created prior to this release will retain the old names of Current Revision and Old Revision.

Old names for drawing statuses

New names for drawing statuses

• When a record is unlocked, the first unlocked, non-draft status is now applied to the record. (CN 02280477 / PS-12634)
• For checklist template revisions, the title can now be edited prior to publishing. (CN 02286291 / PS-12819)
• When a comment is promoted to the answer or resolution, the Date Resolved is updated to the date that the comment was promoted. (CN 02286344 / PS-12824)

• Drawings can now be published from a specific company's portfolios. (CN 02289523 / PS-12902)