Web release notes - March 2023

Contract invoices - Updating values

When you add a record, such as a change order, that affects the value of a superseded contract invoice, the SOV remains locked in the superseded contract invoice, but you can still edit other information, such as the Paid Date, without an error.

In the latest contract invoice, an error is displayed if the record causes the sum of the SOV to exceed the contract value for this period.

• When a report is generated and saved to the File Library, an error is no longer displayed when the report is opened. (CN 03315154 / CN 03315372 / PS-39079)

Photos module

In the Photos module, you use photos to:

• Describe construction activities and confirm events.
• Provide a visual job history through before and after shots.
• Identify site conditions or potential hazards.

Photos module

To start using the Photos module

1. Turn on the feature in the portfolio settings.


Feature activation for the Photos module in the portfolio settings

The Photos feature permission is granted automatically to each security role.



Photos feature permission in a security role

2. In the project, open the Photos module.


Opening the Photos module from the dashboard

3. Create an album.


Creating an album

4. Upload photos to the new album.


Uploading photos to an album

Checklists - Nomenclature

In the portfolio and project settings, you can change the labels for the optional results selector.

Nomenclature for optional results selector

Change order requests - Report .xsd files

In PotentialCOItems_ForCOR_WithBudgetCodeDetails.xsd, the Budget Code Description field has been added.

• When a drawing from the File Library is uploaded into a drawing set, the drawing is no longer temporarily duplicated. (CN 03226880 / PS-37203)
• When the type of contract is a subcontract, the button label has been corrected to "Create SCO" on the Change Orders tab. (CN 03270190 / PS-38510)
• A security role that is not assigned to any users can now be deleted. (CN 03288865 / PS-38517)
• When a scheduled report is generated from a filtered record view, the report only contains the records from the filtered view. (CN 03302694 / PS-38841)
• When Trimble Connect is the file management system, and a linked file is downloaded from a checklist, an error is no longer displayed. (CN 03308417 / CN 03308595 / PS-38921)
• When Trimble Connect is the file management system (FMS), and a file is linked from the FMS, or the FMS is opened, the root of the Trimble Connect folder structure is displayed. In addition, the "Root Folder" list has been renamed to "Parent Folder for Quick Uploads" in the project settings. (CN 03278498 / PS-38321)

• A PDF that was uploaded and linked to a submittal prior to the PDF viewer upgrade can be opened successfully in the upgraded viewer. (CN 03292469 / PS-38633)

Trimble Connect - Default viewer for PDFs

If Trimble Connect is the file management system, you can set the default PDF viewer for files that are opened from reports, notifications, and linked records and drawings.

Project setting for default PDF viewer

If you select ProjectSight, you can view and add annotations to PDFs in the ProjectSight PDF viewer.

Annotation tools in the ProjectSight PDF viewer

When you save the PDF in the ProjectSight PDF viewer, a new version of the file is created in Trimble Connect.

Version history in Trimble Connect

Trimble Connect - Default viewer for Microsoft Office files

If Trimble Connect is the file management system, you can set the default viewer for Microsoft Office files that are opened from reports, notifications, and linked records and drawings,

Project setting for default Microsoft Office viewer

If you select Microsoft Office as the default viewer:

• .doc and .docx files are opened in Microsoft Word.
• .xls and .xlsx files are opened in Microsoft Excel.
• .ppt and .pptx files are opened in Microsoft PowerPoint.
• .vsdx files are opened in Microsoft Visio.

• When a specification document has the % symbol in the file name and is uploaded to a specification set, the spec set is created successfully. (CN03295994 / PS-38700)