v8.5.1|November 4, 2019
- We have updated our green "waiting wheel" to now be 3 loading dots. You will now also see this new loading screen in your Bid Packages, Uploading Documents, and Sending Invitation’s to Bid in addition to the other places you already see a load screen.
- Standardized the "View all Projects" site permission - when providing a User with the permission to “View all Projects” the User will have the permission to Read all project data within all projects of their owning organization.
- The site permission of “Org Admin” has complete access to all of the organization projects. Having this permission allow the user full access to read and manage all within the organization.
- The all new StratusDrive has been implemented into the site. If you are interested in learning more about this exciting new add-on, please contact Your Support Team to request a Demo.
- When creating a New Folder in the Project Management Module, the Folder Access to the New Folder will only automatically include the Creator of that folder to the Access List. That User will have full rights to the folder created. Additional Project Members will need to be granted Folder Access into the newly created folder by the Creator or Project Admin by utilizing the Folder Access button in the top of the folder or via the Project Members’ Project Permissions.
- Submittal Status Alias’ have been updated so that they are also available within the Submittal Quick Reply drop-down menu
- The Open Issues Grid has been updated to allow for direct closure of Open Issue Items – single or multiple Open Issues.
- The Punch List Section of the Project Management Module now allows for your to Print Item with Attachments. If you have customized Punch List print, you will need to contact Your Support Team to get your Print updated by the Report Writing Team for this new feature.
- Within the Daily Logs Section of the Project Management Module, the Print with Attachments function will allow for both JPEG and PDF files to compile when printing with attachments.
- Multiple Cost Event Line Item Entries within both Contract Change Events and Commitment Change Events. When clicking the “Add Multiple Items” button, you will be presented with a spreadsheet like entry sheet that allows for more than one Cost Event Item to be created at one time.
- Multiple Contract Items per Contract Cost Event – the ability to assign multiple cost header items (Schedule of Values) within one Contract Change
- Contract Cost Event Cumulative Markup Calculations - Allows for one level of cumulative markup within your contract change events.
- The Forecast and Variance Section within the Cost Management Module has been updated to account for approved contract change amounts for both Synchronized and Stand-Alone Projects.
- Within our Mobile Application, the functionality for Items (punch lists, RFI’s, Open Issues, Daily Logs) created in the Section (not in a subfolder) to be viewed is now here. Our next release will include the ability to Create Items without the need to have a subfolder. Currently, viewing is now available.
v8.5.0|September 30, 2019
- The grid within submittal package items is based on your profile default setting showing the users preference.
- Activity log information has been expanded to include bid package document actions and the action of copying bid packages.
- Allow the user to create items within the Project Management Module Sections without requiring a folder.
- Read Permission: will allow the User to view and collaborate only those items they have been sent.
- Read All Permission: will allow the User to view and collaborate on all items within that section.
- Simplify the User Permissions tabs by combining two tabs into one tab with four optional checkboxes.
- Allow the option to create duplicate project names as long as the project number with an organization is unique.
- When creating a project the user selected in "Create on Behalf Of" or Author of the Project are now added as Project Members automatically.
- Updated the transmittal grid column title from "Package" to "Orig. Item" allowing the referenced link to take you to more than one originating item type.
- Within the commitment transmittal the commitment header and subject are noted within the email notification.
- When forwarding an existing submittal package into a new one, the new submittal package will remove the submit and due dates so they record based on when it's actually submitted versus when created.
- Punchlist items are now populating on the My Task list when that User is a responsible party on new items. Previous items will need to be reopened to have them show on the My Task List.
- When entering the change management cost event Items the page will not refresh after selecting a cost type.
- Cumulative (Circular) Mark-up as an option within contract change management, defined by the project defaults structure has been added. The functionality (calculations) will be included in the next release.
- The option to assign a cost code to the mark-up lines for contract change orders structure has been added. The functionality (calculations) will be included in the next release.
- Pencil Draw will display multiple contracts for one project.
- Organization Administrators can advance the cost management workflow for absent users.
- Once a Commitment change order is processed, it is locked down from being processed into another commitment change order.
- If the User should click the back button within the browser before saving the system will return to the previous screen.
- Within the Organization Integrations Setup a company can define their contract items with more than a dash to separate digits (xx-xx.xxx).
- To maximize space within change management the architect and owner status approval has been moved to one line and the workflow tracking has been moved to the bottom.
- You can now filter Daily Logs by Subcontractor and produce the Daily Log Report of the days they were present.
- The Infrastructure for the introduction StratusDrive has been incorporated.
- Document Grid Updated to be a consistent Telerik Grid.
v8.4.0.7|July 22, 2019
- An additional API was added to read the subcontractor list
- Submittal status alias for the “Closed” stage has been updated to reflect the next action as Complete
- The RFI Grid has been updated to include the number of items
- Updating the daily log is tracked within the project activity log
- During Project create and Edit the User has the Ability to move copy and paste template from one location to another
- The calculations are automatic in the forecast input, allowing the option to toggle through the items with the tab or enter key
- The Balance of Units Remaining has been added to the Forecast
- Within the Pencil Draw, the percentage decimal place precision has been reduced to two for accurate recording of costs
- The Daily Log Reports has been updated to filter by subcontractor
- The Document's Activity Log updated to record when sketches and copy's of documents are added
v8.4.0.6|June 17, 2019
- Insert Breadcrumbs in Integration Setup
- Insert Breadcrumbs at Project Setup
- Insert Breadcrumbs at the Forecasting-Variance Screen
- Insert Breadcrumbs at Submittal Report Screens
- During Project create and Edit the User has the Ability to Move/Copy and Paste Template From One Location To Another
- In Project Edit, the Quick Add defaults to checked
- Users with Create Projects permissions may now add members to multiple projects at once
- Deprecated Documents -- Private Folders
- Deprecated Reports-- Fax Report
- Deprecated Reports-- Print Order Report
- Expediting Log Items can be pushed into Existing Submittal packages
- Transmittal To and From are required fields
- Activity Log - Project Management : Daily Logs Recorded
- User can have multiple Forecasts in one day
- Added three percentage gauges to the Summary Info Page
- Added New Module, the Project Members Listing so the Field can call/email the project members
- TWhen Offline Punchlist Item post has been updated to stop duplication
v8.4.0.5|May 13, 2019
- Project Setup - Opening the Info tab more efficient
- IThe From: dropdown populates with Organization members only, Unless User has Project Admin Role
- List management for Meeting Minutes Category "Old Business" locked since required by system
- Read and Read All Permissions Allow User To View Minutes Within Meeting Only
- Activity Log - Project Management : Meeting Minutes Recorded
- Activity Log - Project Management : Open Issues Recorded
- Activity Log - Project Management : Submittals Recorded
- Activity Log - Project Management : Punch Lists Recorded
- RFI Transmittal Date populates when Transmitted
- Activity Log - Project Management : RFI's
- Activity Log - Project Management : Expediting Logs Recorded
- Users can now Import Over an Existing Import Converted will not be altered
- Hyperlink back to the Cost Item from the Transmittal Added
- Logo on Daily Report - Mobile Application Recorded
- Folder Access Carries over to the Mobile
v8.4.0.4|April 15, 2019
- Quick-Reply setting now copy's to New Projects
- Activity Log Tracks Project Deletion
- Activity Log Captures Project Member Permissions Change When Using Copy Permissions
- Activity Log Tracks Project Creation
- Create a New Site Role - Estimator
- Allows User to see all Projects within their own organization
- Allows User to see all Bid Packages in their project
- Allows User to view the Summary page
- Submittal Quick Reply Transmit Defaults to include All Attachments, Can Include specific Attachements only selected
- Removed duplciate New Folder and Delete Icons from Upper Ribbon
- Removed from the expediting Notification email: "If Applicable, reply to this email with the items attached."
- Documents - Plans - Add View All in dropdown so All Plans Can Be Selected and Transmitted
- Document Grid Filtering Included
- Org Admin and or Project Admin to have the option to delete change management
- User can choose to have a Rollup or Detail Forecast by Cost Code in Project Setup
- Forecasting - Upon Clicking "Enter" key while entering the forecast will bring you to the next cell
- You can now delete multiple cost event items
- Activity Log - Cost Management : Contract Info
- Activity Log - Cost Management : Pencil Draw
- Activity Log - Cost Management : Commitment Info
- Activity Log - Cost Management : Commitment Events - Delete Change Event not captured
- Activity Log - Cost Management : Forecasting
- Activity Log - Cost Management : Contract Events
v8.4.0.3|March 18, 2019
- Organization User Groups now reflect the Org list under Organization List Management instead of the System CSI list
- Top Ribbon of the site has been locked so Users on smaller screens and resolutions have maximum view
- Sign-in Page, Forgot Username link, uses passphrase or Full Name to match against email for Password Reset
- Upper Ribbon "Participants" Button has been removed from Meetings and Agendas; add Attendees at the Grid
- Upper Ribbon Add User Button Removed from Agenda Items and Meeting Minutes; add responsible at the Grid
- Responsible Parties within the Meeting Minutes will now copy from the Meeting to the Agenda when utilizing the Blue Plus
- The Submittal Detail Report can be filtered by Due Date, defaults to All
- Submittal Quick Reply will update all users that were part of the transmittal (CC users as well as the To and From)
- Responsible Parties within the Meeting Minutes will now copy from the Meeting to the Agenda when utilizing the Blue Plus
- Upper Ribbon Add CC Users button has been removed from the RFI module; add CC at the Grid
- Adjusting ROJ date from Ribbon button or within the specific line item is now allowed
- Expanded ways to import into Expediting Log; accepts any excel or CSV spreadsheet and can have multiple tabs, unique division and division descriptions; unique CSI code and descriptions now control grid creation
- Restricted Folder Permission carries over to the Mobile App Document section
- Schedule Adjustments within Contract Change Events can include for up to 999 days
- Commitment Cost Event Line Additions warn the User of over committed Costcodes when compared to the Estimate amounts for that Costcode
- Contract Info Supports Multiple Contracts under one Project Number
- User Can Choose which Contract to assign a New Contract Item to from the Contract Change Event
- The Cost Line Item Costcode dropdown is searchable by text input
- Summary Info Forecast Total Cost are real time based on the actual JTD Costs in Summary Info, the Forecast Total Cost is static against the JTD costs from the time the Forecast was created
- Forecasting by Costcode versus Costcode/Category is now available by project; set within project setup under Defaults; set when the Project is setup and before forecast is created
- Bid Package grid accessibility is now based on Project Permission for Print, Edit and Delete
v8.4.0.2|Febuary 25, 2019
- All browser presentations of the left tree Icons have been updated
- Users with multiple CSI codes are shown only once in the project member report
- The Project Member report is now presenting the Tenant specific data
- A Request Sync button has been added wiithin the Project Syncronization Integrations link
- Hyperlinks within transmittals can be included without special insertion
- Meeting minutes marked as hidden will only appear in the grid when Show Minutes in the upper ribbon is clicked
- The character limit for the inclusions and exclusions, within a Commitment, increased to 600,000 words
- If your company's accounting is synchronized, you can run standalone projects as well as synchronized
- You can change the Project Setup Change Event Mark-up Defaults at anytime within the project and they will only apply to the Change events moving forward
- Edited Mark-ups will carry through processing from one phase to the next, if you want to reset any edited markups you click the Restore Default Markups Button
- Within Bid Management delete permissions for Bid Packages is down to the user permissions versus based off just role
v8.4.0.1|Febuary 4, 2019
- Minor Phrasing changes in the New User Create Welcome Email Updated
- Folder access list for Newly Created Folder updates as new project members are added
- When Closing or Answering an RFI the Associated Attachments go back to the Originating RFI
- Within the Project Setup Defaults RFIs A Project Admin can hide the RFI
- Close/Answer/Delete buttons in a RFI based on Project Permission. Defaults so being visible
- When Utilizing the RFI Tranmittal option within Project Setup à Defaults à RFIs , The User receiving party will receive only one email upon transmitting the transmittal
- The Architect Return Notes from the Quick Reply Email are visible when hovering over the Submittal Package and associated Submittal Item
- Agenda Response: Accept or Decline Does not Require a Log in if the Project is Marked Quick Reply and the User has Quick Reply Turned on
- Multiple Void and Revise Change Orders can be Sync’d back to the accounting system
- The User receiving a commitment workflow email can view the respective attachments within the commitment from the provide link
- The User can push the Added User/Contact to all Open Bid Packages for this Location
- Management Progress Wheel for Invitation to Bid
v8.4.0.0|January 21, 2019
- Breadcrumbs added to the List Management Lists for easier navigation
- RFI Subfolder Advanced Forwarding Information carries forward with the Project Creation from a template
- Mass Messaging is available within the Project Members. Call Support to setup
- The User can Print Preview the Schedule Reports
- After a User Profile is edited there is a confirmation Pop-up Notification to alert the User
- Project Admins can now Delete Users
- The New User Automatic Email Script has been updated
- An option to Transmit the RFI with a Transmittal can now be found in the Project Defaults
- The Balance to Complete Units has been added to the Forecast module
- Commitment Numbers are trimmed for space automatically
- The Project Directory Report uses the Tenant specific User information versus the System
- User can utilize the Advanced Search to Add Bidders to the Bid Package
v8.3.0.10|December 17, 2018
- Project Search Now Indicates the Company in the Search Results
- Workflows are copied for both New Project Creation and Copy Project Creation
- ITB Emails will be sent with a Noreply Email to Stop Potential Spoofing
- Download Links will not Require a Login by Default, Login Requirement can Still be set at the Project
- User can Preview the Scheduled Reports in Print
- Executive D-ashboards Can Now be Deleted
- The New User Welcome Email Has Been Updated to Provide New User Instructions and Information
- The User Can Send the RFI with a Transmittal to Copy 1 to Many Users on the Answer
- Activity log Now Tracks the Deleting of RFI's
- Submittal Status For Approval Critical Can Be used To Distinguish Submittal Importance
- Submittal Grid Shows if Package includes an Attachment
- Submittal Item Text consistent with Printouts for Date Returned to Subcontractor
- You can Delete Multiple Submittal Folders and Submittal Packages
- Submittal Items from within the Item or the Grid can be Linked back to the Expediting Log
- Adjust Button within the Expediting Log adjusts all Expediting Item Dates
- Added Folder Permission Acces to Expediting Folder Creation for Less Clicks
- If Site Member or a Company is Inactivated, Expediting Log Emails Stop
- Room Text Field added to the Punch Lists for added Filtering in Reports
- Punch List Field Matching on Import Download
- Punch List CC's Get Notification on Status Change
- Document Notifications can Add Contacts and Users. Only Users receive Email Until Contact made a User
- Adjust Font Sizes and Colors Now Available in All Browsers
- Mass Message Creation added to Project Members, Message Added to Outgoing (Call Support if Wanted)
- User can Add Multiple attachments to Commitments at Once
- The Cost Code, Category and Extra are Shown for Commitment Change Events
- Download Link Embedded into the Commitment Transmit Added
- Commitment Cost Types Configured to be Similar to the Contract Cost Types
- Commitment Change Orders Workflows Added to the Parent Folder so It's Only Created in One Place
v8.3.0.9|November 19, 2018
- Project Home Page - Loading Image
- Sage 100 Project Integration Setup is available for organizations IT has setup manually. Those organizations can setup Sage 100 project mappings and request project sync's
- Workflow Email Link Takes you to the Commitment but the attachments are not displayed
- Copy and Paste A Project -- Org vs. Project Admin Project Setup
v8.3.0.8|November 12, 2018
- Return to Home Page Not Functioning
- New Submittal Status Alias Erases Old Ones
- Templates don't Copy Change Management Project Defaults
- Mass Message
- Hyperlink within Notification logs you into the primary listed on the notification
- Ascending / Descending within Meeting Minutes Report creates oops error
- Agenda Response: Accept or Decline - Now Requires Users to Log In
- Workflow Email Link Takes you to the Commitment but the attachments are not displayed
- Subcontract and GC Contact has no space in name
- Hide Workflow in Daily Logs
- Pepper Construction - RFI - Do Not Send Notifications No Longer Exists in New UI
- RFI Notifications - Author Not Receiving Reply Notification Emails
- Meeting Minute Sorting Carat Error
- Missing Project or Location logo causing report to crash
- UI Design: Pencil Draw Button Verbiage 19 June 2018 Pencil Draws
- Expediting Log - Reporting Option Titles
- Spelling Error - Meeting Minutes Attachment Options Top Ribbon Bar
- Capitalization Error, Meeting Notes header
- Capitalization Error, Attendees header in Meeting Minutes
- UI Design/ Feature Request: Change Text on Button
- UI Design/ Feature Request: "Upload File" Button Text
- UI Design/ Feature Request: Change Text on Add Item Pop-up
- UI Design/ Feature Request: Change Section Heading
- UI/UX Length of Text Entry Fields on Edit User Page
v8.3.0.7|October 28, 2018
- Add Verbiage next to the Upload Files Button for Attached documents "Only PDFs combine in Print and downloads"
- User Profile - Make the Role Field a Required Field
- Change User Selection Tool to default to project members for Project Module
- Expediting Log Import should include Item Type so when Converted to Submittal each item does not need to be clicked since it's a required field
- Show System Activity - Please add progress wheel
v8.3.0.6|October 01, 2018, 2018
- RFI - Referenced Documents do not present in RFI quick reply
- Request to remove the Help button from top black bar since the information is out dated for all 4 sites
- Report Module adding reports to the end of all the reports listed
v8.3.0.5|September 24, 2018
- External Users can See "Executive Dashboards"
- A new Template System Role has been added with no predetermined permissions for complete customization
- Items are now calculated in Business days whether manually changed or automatically input into Submittal Items
- A new transmittal button was added to the Transmittal Module so no folders are required Expediting Log
- You can now remove the link to the submittal
v8.3.0.4|August 27, 2018
v8.2.0.6|July 18, 2018
- Simply Press Enter on any grid and it will default to Contains for the search, if you don't want to select something else specifically
- Daily Log now includes the Workflow Feature if you want certain people within your team to look at Daily Logs
- Daily Log Copy and Move to New Folder
- You can now change a responsible contractor within Existing Submittal Package
- Mass Notifications Updated
- The first phase of being able to include the current RFI and/or Submittal report into the meeting report is completed within the dataset. Phase 2 will include the checkbox on the meeting minute report for inclusion
v8.2.0.3|May 14, 2018
- Org Setup: Tenant Specific Data Changes
- Daily Log now includes the Workflow Feature if you want certain people within your team to look at Daily Logs
- Daily Log Copy and Move to New Folder
- You can now change a responsible contractor within Existing Submittal Package
- Mass Notifications Updated
- Org Setup: Tenant Specific Data Changes
v8.2.0.2|May 14, 2018
- Simply Press Enter on any grid and it will default to Contains for the search, if you don't want to select something else specifically
- Daily Log now includes the Workflow Feature if you want certain people within your team to look at Daily Logs
- Daily Log Copy and Move to New Folder
- You can now change a responsible contractor within Existing Submittal Package
- Mass Notifications Updated
- The first phase of being able to include the current RFI and/or Submittal report into the meeting report is completed within the dataset. Phase 2 will include the checkbox on the meeting minute report for inclusion
v8.2.0.0|April 25, 2018
- Quick Reply to Submittal Packages from the Email
- Punch List Print Report - Filter Report by Responsible Party
- Edit/add Responsible Contractor Responsible Contractor within Existing Submittal Package list
- Mass Notifications Updated
- Transmittal Update and Copy Optionlist
v8.1.0.12|February 11, 2018
- Descriptions can now be added to attached documents in Commitments and Commitment Cost Events
- The Select All feature is now available on the Submittal Items list
8.1.0.11|February 2, 2018
- Users are now enabled to copy agendas directly from the Agendas List
- Users are now enabled to delete transmittals directly from the Transmittals List
- In Bid Lists, the Select All feature now selects both the section headers and bidders located within each section
- Invitations to Bid now include only the CSI codes that the sender selects for inclusion
- Bidders are now enabled to attach documents directly to their bid response
- Permissions for Bid Packages now default to Read Only by default for all bidders
- Print orders with mixed protections will now execute the print all non-protected files
- The Print with Attachments feature in Daily Logs has been updated
v8.1.0.10|January 21, 2018
- Users are now enabled to delete submittal items
- Users are now enabled to delete submittal folders
8.1.0.9|January 14, 2018
- Users are now enabled to copy and paste Bid Packages
- Submittals now have additional options in the Sent By drop-down list
- Is Active now defaults to Active when creating users
- Export to Excel, Print Detail, and Print Summary options are now available under all tabs on the Contract Summary page
- In Bid Addendums, the To All Who Have Been Sent option now sends the Bid Addendum to all parties who received the initial bid package
- Users are now enabled to utilize Advanced Search when adding bidders to bid packages