Web release notes - March 2021

Search panel

A search field has been added to each search filter in the By section.

Search field in the By section

• For equipment cards in daily reports, the Crew column now displays the complete list. (CN 02615630 / PS-21961)
• The Pending Commitment amount is now correct when an SCO and its linked PCO items are removed from the budget. (CN 02616605 / PS-21975)
• Resolved a project-specific issue where drawings were not being published. (CN 02617047 / PS-21997)

Specification Management

The Specification Management feature is now available automatically so that you no longer need to enable it in the portfolio settings.

Specification Management feature

In this feature, you can:

• Automatically break down specification documents into spec sections.
• Manually add section breaks to create spec sections.
• Annotate the spec sections for collaborative review.
• Publish all or a selection of spec sections to make them available for other users in the Specification viewer.
• Upload revisions of spec sections and either replace the previous revision or append the new revision to the previous revision.
• Link individual spec sections to records and drawings.
• Search for records and drawings that are linked to specific spec sections.

Specification sets

In specification sets, the annotation toolbar has been simplified so that all the tools are available in one place.

Annotation toolbar

Submittals

For submittals, the resolution toggle has been renamed to Mark as Approved Docs.

Submittal resolution toggle

• When a comment is promoted as the answer, the comment now retains the original resolved date. (CN 02588939 / PS-21339)
• When checklists are queried via the API, the results are now based on the last modified date of checklist items. (CN 02598958 / PS-21542)
• When a record is opened from the Reminders panel and the Add Link button is clicked, the Create option is available under Add Link > Record. (CN 02599168 / PS-21557)
• When a labor card is added in a daily report, the Add Labor popup is now displayed properly based on the display setting. (CN 02600546 / PS-21576)
• In the specification viewer, the menu that appeared when text was selected has been removed because annotations aren't supported yet in the viewer. (CN 02606272 / PS-21710)
• In the Application for Payment (Detailed with Items) report, the Keep Together setting has been removed between the record and the detailed items. (CN 02609992 / PS-21825)
• When multiple PDFs are uploaded into a specification set, files without valid spec section codes are combined with the last identified section. (CN 02610261 / PS-21844)

Specification sets

You can now select a group for each specification set so that you can upload spec sections with the same codes but different content. The group is part of the unique key that identifies spec sections and can be used for sorting, grouping, searching, and reports.

Specification set group

In the portfolio or project settings, you can add specification groups to the lookup list.

Specification group lookup list

In the record settings, you can also set a default group that's selected automatically when you create a specification set.

Specification default group

The n/a group is assigned automatically to specification sets that were created prior to this release.

Reports

TC1 version

The following reports have been added:

• Applications For Payment [Summary Page]
• Applications For Payment [Continuation Sheet]

• Specification Set [Summary Log by Group]

• Specifications [Summary Log by Group]

• Subcontract Change Orders [Detailed with Signatures]

The following reports have been updated to include the Contract Number and Sequence Number, instead of the SCO Number, in the header:

• Subcontract Change Orders [Detailed]
• Subcontract Change Orders [Detailed with Comments]
• Subcontract Change Orders [Detailed with Comments and Links]

• When a linked file is removed from the Links panel, the record can now be saved. (CN 02579652 / PS-21086)
• Labor details can now be selected and copied into a daily report. (CN 02579835 / PS-21092)
• When a budget item can't be deleted because it's linked to a record that's not listed in the transactions, the error message now suggests that users review all records that are linked to the budget item. (CN 02579884 / PS-21094)