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New Releases in this Update

Update ID Type Title Functional Area
PE-508 New Feature

New Project Summary List with All Project Levels

ProjectPro Basics

PE-511 New Feature

Project Quote - Include Project Class "Work Order" and "Change Request"

Project Quote

PE-657 Enhancement

Project Description on Project Task Summary

ProjectPro Basics

PE-662 New Feature

Export to Excel for Unit Cost Production by Task Report

Reports

PE-663 Enhancement

Source Group for Resource on New Customer Sales Price List

ProjectPro Basics

PE-664 Enhancement

ProjectPro Caption Change from Job to Project

ProjectPro Basics

PE-669 Enhancement

Posted Purchase Invoice - Validation for "Draw No." on the Update Document

Account Payables

PRJCTPR-492 Enhancement

Project Sales Price List Conflict with Skill Class Code of Crew Time Sheet

ProjectPro Basics

PRJCTPR-494 Enhancement

Progress Billing - Refresh "Quantity" Field After Invoice Creation

Progress Billing

PRJCTPR-495 Enhancement

Report Aged Account Receivable by Project (14021106) - Print to Excel and Captions

Reports

PRJCTPR-500 Enhancement

Obsolete Profile ProjectPro Purchaser Role Center (14021299)

ProjectPro Basics

PRJCTPR-504 Enhancement

Length of Project Description on Progress Payment

Subcontract



Release Note Details

PE-508

New Feature – New Project Summary List with All Project Levels

A new “Project Summary List” has been added to the project card, projects list and is available on the Global Search.

Release May  v1 image 1

This displays a summary of the project, including budgets, billables, actual costs, and invoiced prices, with rolled-up sub-level values to the highest-level project. You can expand and collapse the project levels to view further bifurcations.

Release May  v1 image 2

If opened via Global Search, then it shows all projects, and you can apply a filter accordingly.

PE-511

New Feature – Project Quote - Include Project Class "Work Order" and "Change Request"

On the Project Quote card, options "Work Order" and "Change Request" have been added to the "Project Class" dropdown.

Release May  v1 image 3

When converting a quote into a project, the system determines the Project Class in the following order of priority:

  1. Priority: The Project Class value selected on the Quote Card.
  2. Second Priority: If Project Class is blank on the Quote Card, the value is taken from the “Default Project Class” on the Projects Setup under the General fast tab.
  3. Third Priority: If the Project Class is blank on both the Quote Card and the Projects Setup, the Project Class remains blank on the project card when converted from the quote.

PE-657

Enhancement – Project Description on Project Task Summary

A “Description” has been added to the Project Task Summary page (Project card à Analytics section on ribbon), showing the project description.

Release May  v1 image 4

PE-662

New Feature – Export to Excel for Unit Cost Production by Task Report

The “Unit Cost Production by Task” Report has been added with the ability to “Print to Excel”.

Release May  v1 image 5

PE-663

Enhancement – Source Group for Resource on New Customer Sales Price List

All fields related to ProjectPro have been removed from every price list, except for the Project Sales Price List.

PE-664

Enhancement – ProjectPro Caption Change from Job to Project

The remaining captions on the following pages have been updated from “Job” to “Project”.

Release May  v1 image 6

PE-669

Enhancement – Posted Purchase Invoice - Validation for "Draw No." on the Update Document

If you have access to “Allow Draw No. Change” on the user setup, you are allowed to modify the “Draw No.” field on the “Update Document” from a Posted Purchase Invoice.

Release May  v1 image 7

Release May  v1 image 8

PRJCTPR-492

Enhancement – Project Sales Price List Conflict with “Skill Class Code” of Crew Time Sheet

If the new “Project Sales Price List” is enabled (through Feature Management), the “Skill Class Code” on the crew time sheet will flow from the “Sales Prices”.

Priority will be given to the Project Sales Price List created for a particular project, followed by the Project Sales Price List created for all projects.

PRJCTPR-494

Enhancement – Progress Billing - Refresh "Quantity" Field Invoice Creation

On an Invoice progress billing requisition, now the system will not allow you to modify the “Quantity” field.

Release May  v1 image 9

PRJCTPR-495

Enhancement – Report Aged Account Receivable by Project (14021106) - Print to Excel and Captions

“Print to Excel” function works in case of “Aged Account Receivable by Project (14021106)” report.

Release May  v1 image 10

PRJCTPR-500

Obsolete Profile ProjectPro Purchaser Role Center (14021299)

Changes related to the ProjectPro Purchase Role Center have been rolled back. The markings shown in the screenshots below have been reinstated.

Release May  v1 image 01

Release May  v1 image 02

Release May  v1 image 03

Release May  v1 image 04

PRJCTPR-504

Enhancement – Length of Project Description on Progress Payment

The length of the “Project Name” on the Progress Payment is increased to be equal to the Description field on the Project card provided by BC standard.

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