NEW FEATURES

• New Office style Ribbon Navigation

  • See this How to Article on how to customize the ribbon.

• Dashboards - See this page for more information.

  • Added a new form titled Dashboards where you can load and view BI Dashboards.

• Drawings

  • Drawings Form - There is a new form for Drawings that lets you manage Drawing records across all Projects.

  • Drawing Status Change Notification - An option titled ‘Drawing Status Change - Notify Assigned’ has been added to Notifications under Settings->Options->Notifications. This allows you to disable the notification sent to the Assigned employee when a Drawing Status changes. This is turned on by default to match existing behavior and only needs to be changed if you wish to disable this notification. See this page for where to find this setting.

• Estimating

  • Price Override - The Price Override field added to the Product library is now functional. It will be copied to the takeoff on the estimate and can be overridden there. If this field is populated the value will be used for the base price in lieu of the standard method of (cost add + material cost and markup + labor cost and markup). See this page to learn more about setting a Price Override.

• Reports

  • Export Folder - A folder template can be created to store the default location when exporting a report to PDF/Excel. To modify the template, go to Settings-->Custom Reports and right-click on a report and click ‘Edit Export Folder’. You can use placeholder tags in the template. To see available tags, add a Folder template for any report, then expand the report and select the folder, then see instructions to the right of report list.

  • New DevExpress Reporting - A new reporting engine has been added and will exist side-by-side with the current RDL reports. Microsoft is not continuing development of the RDL report viewer/builder and we will be phasing it out over the next year. At the top of the Reports form there is a link to the new counterpart of the Reports form for loading the new report types. Included is a built-in report designer. Contextual reports that start with “CN_” and open in a single floating report window support the new report type and the viewer will automatically select the compatible viewer based on the report type. The new report viewer will be integrated in other areas (i.e., Reports tab on the Project form) in a future update. For now, continue to use RDL reporting.
    See this page for more information on the new Report Designer.
    See this page for more information on the new Report Viewer.

• New Barcodes - New barcodes have been added. See this page for more info.

  • Timeclock - Receive PO, Clock Out

• Schedules - See this page for more info on Schedules.

  • Added additional overtime rules and settings. The overtime thresholds have been removed from the list of schedules and moved to a sub-tab on the right.

  • Added a ‘Default’ field for designating which schedule should be assigned to new employees.

• Manifests

  • Added right-click options on Manifest Items to Move Item(s) to a New or Existing Manifest. If a manifest item ships partially and you would like to split the items onto another manifest, you can use these options to move them. Since the record is moved and not copied it retains the original ID and scan history.

• Timeclock

  • Announcement Web Banner - Display announcement information on the desktop Timeclock app. See this page for more information.

  • Added a prompt to complete the task when using a scanner to clock in/out.

• Inventory Adjustment at Pick Ticket

  • Added a right-click option to Adjust Inventory at the Pick Ticket so adjustments can be made in a popup window without jumping to the Inventory page.

• Employees

  • Time Off Requests - Added electronic employee time off requests - See this page for more information.

  • New Column Aliases - Added new settings to change the on-screen title for the four tax related fields on the labor tab of the employee form: ColumnAlias_Employee.SSN, ColumnAlias_Employee.FederalTaxExemption, ColumnAlias_StateTaxExemption and ColumnAlias_LocalTaxJurisdiction.

• Default Files for Project Sub Items

  • Added support for copying files to newly created sub items of Projects (i.e., Phase, Change Order, Invoice, etc.). See the Files tab under Options for available items.

• Business Mail to All

  • On the Contacts tab under Businesses, there are new links to initiate an Email or Email Template with the recipient list set to all email addresses found for Contacts linked to the Business.

• Purchasing - POs

  • Project Roles - Added a setting to load one or more project role assignments in a column on the PO Items table. Setting name is “POItem_IncludeProjectRoles“.

  • Permission to Receive - Added a new permission to control which users can receive PO Items. The new permission is titled “Can Receive PO Items”. After installing this update, it will turn this permission on for any user that has permission to Create POs and will be off by default for all other employees.

  • Permission to Adjust Inventory - Added a new permission titled “Can Adjust Inventory” to control which users can alter inventory levels by using Allocate, Consume, Move, Adjust, and Add.

  • PO Items Menu - Modified the right-click menu options for Inventory on the PO Items list to include the following options:

    • Go to Inventory - Jumps to the Inventory form and selects the matching inventory for the selected PO Item

    • Adjust - Opens an Inventory adjustment window for the inventory item that matches the selected PO Item.

    • Create - Verifies that a matching inventory exists for each highlighted PO Item.

  • MR (Material Requisition)

    • Lookup Info from Queue - Added new right-click menu option titled “Info” on the MR Queue to view images and open Links from the Part/Color of the selected MR Item. Typical use for this would be to add Links to Parts to open informational documents (SDS, cut sheets, etc.). Users processing the MR Queue can open these links or preview an image of the Part and/or Color without leaving the queue.

    • Auto-Lock Items - Added a new behavior so that MR items are locked once they are processed out of the queue via Allocation, PO or Use Stock. You can disable this behavior if necessary, using the setting titled “MRLockedIfProcessed“.

• Phase Templates

  • Omit Task if No Budget - Added a new checkbox option to Task records on Phase Templates titled ‘Omit If No Budget’. This affects Phases that have a labor hour budget during Phase creation, either from processing an Estimate or from Budgets created by the template. If this box is checked, and the budget of hours it would inherit from the Phase or Estimate is zero, then the task is omitted.

• Issues - See this article for more information.

  • Issues are a new type of Project child object. Similar to other project child objects, you can create task definitions for this type and set a default folder location for new Issues. A new sub-tab has been added to the Project form titled Issues where you can see all of the issues for the selected Project. Issues can be created from the mobile app and the primary use of this feature is to report issues back to the Project for action to be taken. This can be used from the field for punch list items, or from the Shop for reworks, or even internally in the office for IT requests.

• QB Desktop Transfer

  • Added support for exporting multiple payroll groups simultaneously.

  • Added PTO to Timeclock transfer In this version, configuring QB Payroll Items for PTO requires SQL, contact support for assistance. In an upcoming release, this will be configurable in Options.

• QuickView
  Crows Nest QuickView runs in system tray and can be used as a quick shortcut to bring up contact information and project folders without being logged into the main client app. Open it from the Windows Start Menu then click on the icon in the system tray to configure it.

  • Added support for project folders using %USERPROFILE% root paths (i.e. OneDrive, Dropbox)

FIXES FOR KNOWN ISSUES

• There was a large lag time for some customers when task dates were recalculating introduced in the 2022-03-21 update.

• QR Codes in reports were not generating after a recent update.

• The CreatedBy field was not populating on budget records created by a Phase Template

• When exporting PO Invoice items to Quickbooks (Canadian) which didn’t have a tax amount, the Tax Code was blank instead of E (exempt).

• When merging phases, allocated inventory was not merged and became allocated to the project and available to other phases on the project.

• When merging phases, the Scope field wasn't merged previously.

• When editing a Change Order, adding a single Department without a Category was not pulling the default labor rate.

• When creating a new PO with a foreign currency, the exchange rate was not saving and had to be entered a second time.

• If a user was linked to a Lunch Period that had no start or stop time and was not linked to a schedule, an error would occur on the Timeclock app when clocking in or out.