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NEW FEATURES
Main UI
Task Panel - The ‘My Tasks’ panel has been added back to the bottom of the main window. To open it, click on the ‘Tasks’ button on the bottom right corner of the main application window. It can be pinned to always stay open or unpinned to auto-hide. On the top right of the task panel is a toggle button to configure the panel to open automatically when logging in.
Docking Panels - All forms that open inside the main application window will now show up as docking panels. Right-click on the docking panel tabs for options to organize the panels or simply drag the tab to reorganize vis drag-n-drop. Drag panels outside of the main window to make them floating. These new features eliminate the need for the Popout button and the Open Items list so they have been removed from the ribbon.
Project Boards - The Project Boards boards have been revamped and now include more information per card and updated controls and filters.
Project Spec Import/Merge - Users now have the ability to create detailed specifications on an estimate or a project that can be imported/merged from one-to-another seamlessly. This feature allows you to pick-and-choose what specifications you wish to merge, or gives you the option to clear the destination, merging only items from the source, to the destination.
Dashboards
Chart Items - Chart items now have added functionality for Trend/Regression lines, Constant lines and Strips.
Canned Dashboards - Two new canned dashboards are included in the install folder and can be imported.
Bottleneck - Shows Remaining Hours or Values for Phases grouped by Status
Planned Hours by Department - Shows a summary of planned capacity hours for task by week with drill down
Project Links - There is a new checkbox on the Links tab of the Project form titled 'Include Links from Children'. When this is checked links from all child objects (i.e. Phase, RFI, Invoice, etc.) of the current project will also be loaded.
Project Issues - A new ‘Horizontal Split’ toggle switch has been added to the right-click menu in Issues to toggle between a vertical split and a horizontal split. The preference is sticky and will persist until such time that the user makes a change.
Accounting
SOV % Done - A new right-click option has been added to the SOV so you can highlight multiple rows and change the % Done value for multiple rows at once.
Export Vendor Invoices - The Export Invoice form has a new tab for exporting PO Invoices from vendor. A new type has been added for this when configuring custom exports.
Project Invoice Payment Auditing - Auditing has been added to the Project_Invoice_Payment table to track all changes to invoice payment records.
Quickbooks QuickBooks GL Account for Vendor Bills - Added a setting to to select the default GL Account to use when transferring vendor invoices to Quickbooks QuickBooks desktop. Without this setting, Quickbooks QuickBooks determines which account is selected and is not consistent.
Estimating
Scope Item Drag-n-drop - Added the option to hold the shift-key while dragging with the left mouse button to move scope items for users who don’t have a middle mouse button.
Reporting
The DevExpress report designer can now save reports directly to the database and can be used for single floating reports like manifest labels.
Single floating report windows will retain their previous window state (i.e. size, location, maximized) per report
Pick Tickets
You can consume pick ticket items from the picket ticket editor on the Project.
Consumed progress bar columns have been added to both the pick ticket are on the Project form and the pick ticket tab on the Inventory form to easily see items still need to be consumed.
Timeclock
Hours Calculation - A new setting named 'LaborHours_Precision' has been added to control how many decimal places are used when calculating and storing hours on labor records. The new default value is 4. This can be reduced for systems that need to sync labor hours for an external payroll system that only allows 2 decimal places. The decimal hours are now used when determining when overtime thresholds are crossed instead of whole minutes. The minutes fields are now derived from the decimal hours fields and are calculated to 4 decimal places. Existing labor reports that use either hours or minutes should add up consistently with the added precision.
Editing Labor - The Edit Labor window has been redone with additional fields.
Time Off Request Email Notification - When employees request time off via the mobile application, an automated email goes out to the employee’s supervisor to notify them that the employee has requested time off. This mitigates the chance the request sits idle awaiting to be processed for approval.
Timeclock App
On the Clock Into Task area, new links have been added to Check and Uncheck All Departments, and the checked value for each department will be remembered per user.
A Custom Filters tab was added in Settings to write custom filters for determining which Projects and Phases are included The existing filters for Project/Phase Status and employee department/operation still apply in addition to these custom filters.
Server
API Configurator - A new server app has been added for installing new instances and updating existing instances of the REST API used by mobile devices. Prior to this, updating the API was a manual process. Future updates will include a new version of the API which should be updated when the database is updated.
License Check During DB Update - A new ‘License Key’ field has been added to the DB Utility. Before running an update a license check will be performed to ensure the license will be usable on the database after the update. If the license cannot be validated then it will warn the user but not prevent the update, for cases where no internet connection is available.
⚠️ If you update the warning database without validating, then it’s possible users with the same license will not be able to connect after the update.
Diagrams - A diagram designer tool has been added for creating/editing a variety of diagrams, including flowcharts, org charts, data flow diagrams, process flow diagrams, etc. Access this via the Resources page in the ribbon.
FIXES FOR KNOWN ISSUES
Some users were experiencing flickering of controls when switching between different forms.
Some users were seeing a popup error when a text entry window opened when the spellchecker loaded.
In some scenarios, exporting Project Invoices with Taxes to Quickbooks Desktop threw an error preventing the export.
Users whose passwords contained a semicolon were experiencing an error at login. This bug has been fixed and semicolons are considered an acceptable character to use in a password.
When exporting invoices, in some scenarios a truncating error was thrown when the saved file path was too long.