Web release notes - April 2022

Comments - Company name

When a user adds a comment, the company name is now displayed in the activity stream.

Company name in comment

• When submittals or submittal packages are sorted by number, the records are sorted by number and then by revision. (CN 02966393 / PS-30849)
• When the File Library linking option is selected for a drawing annotation, only one file can be selected in the tile view. (CN 02969452 / PS-30890)
• When a user who isn't a portfolio administrator uploads and links a file to an RFI, the user can see the linked RFI in the Links panel of the File Library. (CN 02971207 / PS-30933)
• When a record is locked, the linked files can be reordered in the Links Panel. (CN 02976260 / PS-30994)
• When a budget item has hundreds of transactions, the transactions are displayed in the popup. (CN 02987131 / PS-31245)
• When duplicate numbers are used for general invoices, the individual invoice totals are correct in the Excel export. (CN 02987177 / PS-31247)
• In the budget, the Original Commitments column displays the correct total based on the contracts and purchase orders. (CN 02987214 / PS-31248)
• When a budget cost forecast is created, the actual cost to date is correct for each row. (CN 02987365 / PS-31251)

Budget - Banner setting

In the record settings, you can select which column amounts appear in the banner at the top of the budget.

Budget banner setting

Budget - Field calculations

In the record settings, you can control how certain budget columns are calculated. These settings affect the budget grid and reports.

Budget field calculations in the record settings

Include Uncommitted Costs in Forecast Cost Calculation

• On: (Default) The Uncommitted Costs amount is included in the Forecast Cost column.
• Off: The Uncommitted Costs amount is subtracted from the Forecast Cost column.

Include Forecast Cost in Actual Cost To Complete and Actual Percent Complete

• On: The Actual Cost To Complete and Actual Percent Complete columns are based on the Forecast Cost amount.
• Off: (Default) The Actual Cost To Complete and Actual Percent Complete columns are based on the Projected Costs amount.

Over/Under Calculation

• Cost - Budget: (Default) The Current Over / Under, Projected Over / Under, and Forecast Over / Under columns are calculated using the cost minus the budget. A positive value represents a loss because the cost is greater than the budget.
• Budget - Cost: The Current Over / Under, Projected Over / Under, and Forecast Over / Under columns are calculated using the budget minus the cost. A positive value represents a savings because the budget is greater than the cost.
Tip

In the budget banner, the tooltip indicates how the over / under columns are calculated. After you change this setting, close and then reopen the budget to see the updated tooltip.



Budget tooltip for the over/under fields

History tab - Feature permission

The History tab feature permission has been added to each security role. If this permission is selected, users with this security role can see the History tab in drawing sets, project forms, and all record types that have the tab.

This permission is selected by default:

• For all security roles, except for the Standard User, in a new portfolio.
• When a new security role is added.

History tab feature permission

Contract invoices - Duplicate numbers

Duplicate numbers are allowed for contract invoices if autonumbering is off and if the number is unique for the selected contract.

Duplicate contract invoice numbers for two different contracts

Records - Expand button

The Expand button has been added to the Create panel so that you can open the full record form.

Expand button in the Create panel

Reports - New and updated reports

The following reports have been added:

• Budget - Summary Log - By Revenue Code
• Contract - Detailed Scope of Work with Signature Block
• COR - Detailed with Signature
• COR - Itemized with Signature
• Daily Report - Weather Summary Log
• RFI - Summary Log with Date Tracking and Links
• RFI - Summary Log with Date Tracking
• Safety Notice - Detailed with Accident Information

The following reports have been updated to use the Sequence field instead of the Invoice Number:

• Contract Invoice - Continuation Sheet
• Contract Invoice - Summary Page
• Contract Invoice - Detailed with Items and Comments and Links
• Contract Invoice - Detailed with Items and Comments
• Contract Invoice - Detailed with Items
• Contract Invoice - Detailed with Signature Block and Comments and Links
• Contract Invoice - Detailed with Signature Block and Comments
• Contract Invoice - Detailed with Signature Block

Online help - System-required fields and character limits

The online help includes a list of system-required fields and character limits.

Online help topic for system-required fields and character limits

• In the File Library, the files are sorted by the selected filter. (CN 02956547 / PS-30458)

• When selecting a contract's (Contact Info tab) To Company Signed By field, an error occurred and the popup was not displayed properly. This issue has been resolved. (CN 02966279 / PS-30845)