Web release notes - September 2021
September 28, 2021
BCM - Expanded field for purchase orders and general invoices
For purchase order and general invoice items, you can now expand the Description field.
Button to expand Description field
Meeting minutes - Updated reports
The following reports replace the old reports that included assignments:
- Meeting [Detailed with Action Items, Comments and Links]
- Meeting [Detailed with Action Items and Comments]
- Meeting [Detailed with Action Items]
- When a specification document is processed in a specification set, a section is now created for the alphanumeric text that immediately follows the word SECTION. (CN 02757821 / PS-26020)
- In meeting minutes, attachments can now be deleted from meeting topics. (CN 02781145 / PS-26489)
- In applications for payment (AFPs), the first entry in the contract list is no longer " ". (CN 02784342 / PS-26543)
- For AFPs, the field permission for Previous Work Material Install has been removed so that the Work This Invoice value isn't carried over from the previous AFP to the next one. (CN 02784649 / PS-26557)
- Drawing callouts are now created when a drawing is published. (CN 02786261 / PS-26600)
September 20, 2021
- Resolved an issue where the budget Original Commitment is doubled when linking to a Purchase Order and General Invoice. (CN 02787653 / PS-26647)
September 11, 2021
Reports - Restrict format to PDFs
System and custom reports can now be restricted to PDFs only.
Report format restricted to PDFs
Custom views - Expand groups by default
Custom views have a new setting to expand groups by default.
Custom view setting to expand groups by default
BCM forms - Increased character limits
For BCM records such as contracts, the character limit for various fields has been increased to 500 characters.
BCM forms - Column adjustments
For contract invoices, general invoices, and purchase orders, the size and order of some columns have been adjusted. In contract invoices, for example, the Budget Code column has been moved, and the first two columns are now frozen.
Adjusted columns in a contract invoice
BCM - Budget forecast columns
The following forecast columns have been added to the budget:
- Forecast To Complete: Remaining cost of the forecast.
- Forecast Over / Under: Amount of the cost forecast overrun or savings. This column is calculated by subtracting the Projected Budget column from the Forecast Cost column.
In addition, the Forecast Cost column is now calculated automatically by adding the Projected Costs and Forecast To Complete columns.
Budget forecast columns
BCM - Cost forecasts
When the allocation type is set to Plug or Plug to Period in a cost forecast, negative values are allowed in the Plug Value Remaining column.
Negative value in the Plug Value Remaining column
BCM - Duplicate invoice numbers for general invoices
Duplicate general invoice numbers are now allowed as long as the From Company is different.
General invoices with duplicate numbers
When you create a general invoice, you can now select a purchase order for it. The description of the selected purchase order is added automatically to the Description field, but you can also edit it.
Purchase order field for general invoice
The Purchase Order list only includes POs with a To Company that matches the From Company of the general invoice and with a balance to invoice or that allow overbilling.
BCM - Unit prices for PCO items
You can now add unit prices to PCO items.
- In the Unit Price, Quantity, and Amount fields, you can enter positive or negative numbers.
- If you change the Unit Price field, the Amount field is updated by multiplying the quantity by the new unit price.
- If you change the Quantity field, the Amount field is updated by multiplying the unit price by the quantity.
- If you change the Amount, the Unit Price field is updated by dividing the amount by the quantity.
Adding unit prices to a PCO item
BCM - Copied amounts for PCO items
You can quickly copy all the budget or cost amounts from the Estimate column to the Proposed column or from the Proposed column to the Approved column. In the column heading, click the arrow then click Push to Proposed or Push to Approved. The amounts, quantities, and unit prices are copied to the appropriate column for each unlocked PCO item.
Copying amounts from the Estimate column to the Proposed column
Portfolio settings - Company and contact selection
For company and contact fields, including those in the Excel import sheet, you can filter the list to the current project or show all the companies and contacts in the portfolio.
- When this checkbox is selected, company and contact lists only show the companies and contacts from the current project.
- When this checkbox is cleared, all the companies and contacts in the portfolio are shown.
Company and contact lists are filtered to show the companies and contacts from the current project
- Companies are linked indirectly to a project through their contacts.
- If the lists are filtered to the current project, you can still access all the companies and contacts in the portfolio.
Project Companies toggle is turned off so that all companies are available in the Company Search dialog
Project Contacts toggle is turned off so that all contacts are available in the Contact Search dialog
- Uploaded PDFs with unknown object types can now be opened without an error. (CN 02737758 / PS-25473)
- The default assignees setting has been removed from drawing sets so that drawings can be uploaded without an error. (CN 02765971 / PS-26244)
- A second Completed Action Item notification is no longer sent when a previously closed topic is carried over to the next meeting. (CN 02766160 / PS-26252)
- In meeting minutes, the Courtesy Copies list is now displayed correctly when there are more than 20 contacts. (CN 02769093 / PS-26314)
September 7, 2021
Data view position
When you open a drawing, record, or specification, you can see its data view position. The total is based on the view when the current item was opened.
Data view position for a spec section
The data view position isn't available when the item is opened in a new tab.
Data view position not shown for a spec section opened in a new tab.
- When a PDF with password protection is opened in the File Library, the file is displayed after the password is entered. (CN 02732912 / PS-25287)
- When an image is added as a stamp to a PDF in the PDF viewer, the image is now displayed on the PDF. (CN 02754319 / PS-25904)
- Custom fields are now copied over from the current version to the new revision. (CN 02754439 / PS-25909)
- Uploaded PDFs no longer display duplicate annotations. (CN 02759088 / PS-26064)
- When a drawing is uploaded as a revision, and the drawing with the next revision number already exists as Obsolete, the new revision is correctly set to New Current Version. (CN 02761382 / PS-26136)
- When an uploaded specification document contains the spec section code in the heading, the spec section is now identified correctly. (CN 02765958 / PS-26243)