WARNINGS
Recalculate Existing Estimates
The data structure for Estimates has changed with this update. For current Estimates, you should right-click on the Estimate in the list and ‘Recalculate this Estimate’ to force a recalculation and repopulation of all of the labor/material data on all products on the estimate.
If you would like a query to run that updates all estimates in the database, contact us at support@crowsnestsoftware.com
Estimating Reports May Need Updating
There are some changes to the data structure in this update that affect Estimating and you may need to have any customized proposal reports updated.
If you are using Estimating, it is suggested to contact us to review your estimating reports prior to updating to make sure they will work in the new update.
Following is a list of the new permissions that have been added
Can Delete Roles - Prevent users from deleting Project and Business Roles
Can Delete Drawings - Prevent users from deleting Drawing records
Can Edit Templates - Control access to form to edit Phase, MR and Manifest Templates
Can Edit Task Dates - Allow user to manually edit Task Start/Due dates
Can Edit Invoice Credits - Allow user to add/edit Credits on Project Invoices
Can Edit Invoice Custom Items - Allow user to add/edit Custom Items on Project Invoices
Can Edit Invoice Discounts - Allow user to add/edit Discounts on Project Invoices
Can Edit Invoice Payments - Allow user to add/edit Payments on Project Invoices
Can Edit Invoice Refunds - Allow user to add/edit Refunds on Project Invoices
Can Access Form: Schedule - Controls access to Schedules
Mobile: Can Access Project Contacts - Allow user to view a list of Project Contacts on the mobile app
Mobile: Can View Unassigned Projects - If disabled, the Project list on the mobile app will only list projects on which the that the employee is assigned a Role
Estimates now allow rich text in the Estimate and Group descriptions but existing reports will still show the plain text descriptions. To show the rich text the reports will need to be modified first. For help modifying reports, email us at support@crowsnestsoftware.com
The Process Estimate form has new options to create Material Requests, Pick Tickets and Manifests. If you already are creating these using the Post Process Custom Script, the script should be modified before using these new options
If you are using a report that allows you to select multiple Manifest Items and use the IDs of the selected items to filter the report, it may need to be updated to use the parameter named SelectedManifestItemIDs instead of ManifestItemID. See this page for more information.
NEW FEATURES
We’ve introduced an exciting new feature: This feature allows you to create standalone products or combine multiple sub-products into a final product or assembly. For instance, you can have separate products like a door assembly, shelf assembly, and a cabinet carcass. By combining these, you can easily create a one-door cabinet with shelves. Using sub-products streamlines the process of assembling new products in your Product library, making it quicker and more efficient. | |
Introducing the All-New Estimating Module: Faster, More Intuitive, and Packed with Enhanced Controls We are thrilled to announce the release of our completely refactored estimating software, designed to revolutionize your user experience. This major update brings significant improvements to both the backend and the front-end user interface, ensuring a seamless and efficient workflow for all users. Backend Enhancements: Powering Performance Our development team has meticulously overhauled the backend architecture, resulting in a robust and high-performing system. These enhancements translate to faster processing times, increased reliability, and the ability to handle larger datasets with ease. Whether you’re managing complex projects or handling multiple estimates simultaneously, our software is now more capable than ever. Front-End Overhaul: Intuitive and User-Friendly The front-end user interface has been completely redesigned with you in mind. Our goal was to create a more intuitive and visually appealing experience. The new interface is not only aesthetically pleasing but also highly functional, allowing users to navigate effortlessly through the software. Key features include:
Greater Control: Empowering Users One of the standout features of this update is the increased level of control it offers users. With more customizable options and advanced settings, you can fine-tune the software to match your workflow perfectly. Key improvements include:
If your estimate/proposal report was created prior to this new feature’s release, you will need to update the report, so it displays the rich text. Experience the Difference We invite you to experience the new and improved estimating software for yourself. With its faster performance, intuitive interface, and greater control, it’s designed to make your estimating tasks easier and more efficient than ever before. Upgrade today and take your project management to the next level. | |
Applying a Payment to an outstanding project invoice now includes the option to associate a Payment Method. You can add, rename, and delete payment methods. | |
Many datagrids have been replaced throughout the desktop application with more easy-to-use and highly customizable grids. The more modern datagrids offer an array of UI customization features - so you can personalize your datagrids to meet your ever-changing needs. Learn more here | |
The Detail sub-tab on the Timeclock form displays labor punches in a datagrid that can be grouped, filtered and sorted allowing you to view your labor detail records in a way that provides you valuable insights to your data. | |
Depending upon employee permissions, users now have the ability to manage Time-off requests from the Calendar form. | |
The MR Queue has been refactored to take advantage of more modern controls that give you greater control over how your data is grouped, filtered, and sorted. | |
Throughout Crows Nest, the Report Interface has been updated. RDL reports now have a parameter panel instead of a string of popups. Additionally, RDL and REPX reports cohabitate in the same panel and are identifiable by different icon colors. | |
Dashboard App | The standalone Dashboard App now supports .RDL Reports, .REPX reports and BI Dashboards. Additionally, an Expand to Full Screen mode has been added. |
Project UDC Validation | Project UDC Text fields can now be turned into drop down selections
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Calendar | Customizable DescriptionsThe text on the Project, Phase and Task appointments on the Calendar can now be customized by entering an SQL expression
Drag Unscheduled Projects/Phases onto CalendarA new Project and Phase table has been added so you can drag items from the list onto the Calendar. A dropdown selector above the table lets the user select which Date should be populated when the item is dropped onto the Calendar. Items with blank dates can be seen in this list as well so it can be used a Queue of items not yet scheduled. |
Material/Labor | Added the ability for users to copy-and-paste rows on the Labor and Material sub-tables when modifying a product built in the Products form. |
Task Overview Filter | Added the ability to filter by Project Flags when creating/editing Task Filters (‘My Filters’ & ‘Global Filters’) on the Tasks form. |
Businesses | Added a GL Account field per Businesses for use when transferring A/P Invoices to external accounting applications like QuickBooks Add a Rating field per business allowing you to set a rating between 1 and 5 starts on each business. |
Queries Form | The Query form (Settings-->Query) has been refactored using more modern controls. Users now have additional controls available to apply grouping, sorts, and additional filtering. Learn more here |
Time Off Request Notifications | You can now customize the recipients that are notified when an employee submits a time off request. In Options/Notifications, there is a checkbox to Notify Supervisor which when enabled will include the immediate supervisor of the employee submitting the time off request. In Options/Notifications/Events there is an event titled Time Off Request Submitted where you can add recipients other than the supervisor. |
Mobile Folder Access Filter | If you grant users access to Project Folders in the mobile app permissions, you can also add a filter to only allow them to see specific sub folders inside those folders. Configure these filters at the bottom of the Mobile Permissions tab per user on the Employee form. |
Manifest Reports | Folder/File Templates for Manifest Reports will now honor the Project and Phase fields from the linked Project/Phase. See this page for more info. |
FIXES FOR KNOWN ISSUES
Flag filter on Capacity Calendar | When a Flag is set on Project, enabling this filter on the capacity calendar removes these Projects from the calendar, this is now fully functional |
QuickBooks Desktop | Various issues that affected importing/exporting data to/from QuickBooks desktop have been fixed |
Issue Types | Users can now delete an issue type. Functionality existed to add and rename issue types. However, the ability to delete was missing. |
Tasks |
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Timeclock App | On the Summary tab on the Timeclock app clicking on the Task cell did not allow you to select a new task |
Version History
2.15.000 | Initial Release |
2.15.001 |
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2.15.002 |
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2.15.003 |
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2.15.004 |
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2.15.005 |
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2.15.006 |
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2.15.007 |
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2.15.008 |
This update is highly recommended if you are using Estimating and does require running a DB Update after installing |
2.15.009 |
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2.15.010 |
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