Web release notes - May 2025

Drawing annotations - Fractional measurements

When you calibrate a drawing and select feet (ft) or inches (in) as the unit of measurement, you can set the measurements to show as fractions. Then you can add measurement annotations that use fractions rather than decimals.

Fractional measurement toggle for calibration

• In uploaded PDFs, all the text in editable fields is visible. (PS-58472)
• In a specific project, the Budget module is available without a transaction deadlock error. (CN 000001939 / PS-58740)
• In a specific project, the Pending Revisions column correctly displays 0 as the value. (CN 000001952 / PS-58863)
• When notices to comply use autonumbering, the Number field is locked in the full form. (CN 000001967 / PS-59080)

Submittals - Automatic generation

Enterprise version

You can use the new Auto Submittals BETA feature to automatically generate submittals from your published specifications.

Auto Submittals BETA option from the Create button

A submittal is created for each part in the selected specification that contains the word SUBMITTAL or SUBMITTALS (not case-sensitive) in the subsection name.

To automatically generate submittals

1. In the Specification sets module, publish your specifications.
2. In the Submittals module, select (Create) > Auto Submittals BETA.
3. Read the information in each step of the Auto Submittals BETA dialog, and then select Let's Go.
4. In the Select Specifications grid, select the checkbox for each specification that you want to create a submittal for.

The Select Specifications dialog displays published specifications that have the Current status.

5. Select Generate.

When the new submittals are ready, they are displayed in the record view.

6. Review and edit the new submittals.
Tip

You can select multiple submittals and then edit them in the Batch edit panel.



Batch edit panel for submittals

Charlie assistant chatbot - Deactivation / activation settings

Enterprise version

Free version

You can deactivate the chatbot from the window.

Deactivation option in the chatbot window

You can reactivate the chatbot in your settings.

Activation setting

API - ERP project and company links

Enterprise version

You can update ERP project and company links via the ProjectSight API. The new endpoint is:

{portfolioId}
/Companies/{companyId}/linkToERP/{erpCustomerOrVendorId}

• In a project with a large number of RFIs, the records are loaded within a reasonable amount of time. (CN 000000570 / PS-55950)
• In the European site for ProjectSight, the drawing revision date remains correct after the drawing is saved. (CN 000001848 / PS-56817)
• A new portfolio is created successfully with settings and security roles from a portfolio template. (CN 000001888 / PS-57739 /CN 000001948 / PS-58833 )
• The online help explains what the main portfolio and project contacts are in the team member settings. (CN 000001891 / PS-57771)
• Meeting minutes are opened with any errors. (CN 000001893 / PS-57787)
• The online help clarifies which security role permission is required to create companies in the team member invitation dialog. (CN 000001897 / PS-57923)
• In the Prime Contract Change Order [Detailed with Signatures] report, the Revenue amount field shows the correct label. (CN 000001899 / PS-57926)
• When new topics are imported via Excel, they are added successfully to meeting minutes. (CN 000001904 / PS-58017)
• When lookup list items are reordered in the settings, the items retain their position as new items are added. (CN 000001907 / PS-58115)
• In submittal packages, the responsible company is added and saved successfully. (CN 000001929 / PS-58605)
• Only users with permission to invite portfolio administrators can invite a team member and assign that security role. (CN 000001942 / PS-58748)