Web release notes - May 2022

Ad hoc reports - Customized headers and footers

If you customize the header and footer at the data view level, the changes are available automatically in all the projects that you have access to in the portfolio.

Field attributes - Null values for date fields

If you select the No Date option for a date field, the field is empty by default, and users must select a date for required fields.

Null value for date field

Specification sets - Upload files

When you create a specification set, you can add files from the File Library.

Separate copies of the file are maintained in the File Library and in the specification set. New annotations that are added to the file in one place aren't added to the copy in the other place.

File Library option for specification sets

• When the browser language is set to Dutch, drawings can be uploaded without an error. (CN 02922470 / PS-29453)
• Changes to the nomenclature settings are now saved when you navigate away from the page. (CN 02985894 / PS-31223)
• Daily reports are now synced to other devices. (CN 02999128 / PS-31483)
• Specific drawings from a client's drawing set can now be published. (CN 03010401 / PS-31665)
• Files with special characters in the file name are now uploaded without an error. (CN 03013326/ PS-31721)

Daily reports - Photos for labor cards

You can attach photos to labor cards to show the work progress for the crew or line item. You can upload the files or select them from the File Library.

Budgets - Feature permission for budget transfers

Users with the Can Transfer Budget feature permission plus the Modify permission for budgets can transfer budget amounts.

By default, this permission is selected for each security role.

Budget transfer feature permission

Budget - Deselected rows

When a budget row is deselected by pressing Ctrl or Shift and clicking the row, the background color of the deselected row changes from light blue to the original color.

Records - Company name

The company name of each user has been added to the activity stream and History tab of the records.

Company name in the activity stream

Reports - Data fields for custom reports

The following formula fields are now available:

• sys.PortfolioName: The name of the portfolio.
• sys.UserName: The contact name of the user that executed the report.
• sys.UserLogin: The email address of the user that executed the report.
• sys.UserCompanyName: The company name of the user that executed the report.

• When a file is attached to a record and then opened in the PDF viewer, annotations that are added in the viewer are saved. (CN 02955448 / PS-30429)
• When an API QueryRequest object is posted with an empty array of ProjectIDs, a list of results is generated. (CN 02985722 / PS-31218)
• In detailed submittal package reports, grouping and sorting by SubmittalID has been removed so that the submittal packages are displayed in a consistent order. (CN 02993984 /PS-31399)