Release Notes
Below are the notable changes to the company's Reports tool.
Recent Changes
Updated the Custom Bidding Report (4/10/2018)
Updated the Company and Project level Reports tool to add the 'Bid Package Status' column to the custom Bidding report. Also updated the values for the 'Submission Status' column to read 'Submitted' and 'Not Submitted.'
Added 'Requisitions' as a Type on Financial Line Item Detail Report (4/4/2018)
Updated the Company and Project level Reports tool to add 'Requisitions' and a Type on the Financial Line Item Detail Report.
Added 'Bid Due Date' Column to Custom Bidding Reports (3/26/2018)
Updated the Company and Project level Reports tool to add a 'Bid Due Date' column to custom Bidding reports.
New Columns Available in Custom Change Events Reports for Beta Customers Only (3/13/2018)
Updated the Company and Project level Reports tools so that the Non-Commitment And Latest Cost columns are now available on custom reports for the Change Events tool. The new columns are available in the Company level tool if (1) All project in the company account are using the Next Gen Change Events tool and (2) the CE Revenue and Non-committed Cost Beta is enabled on the company account.
Added 'Timesheet Status' Column To Custom Reports (2/21/2018)
Updated the Company and Project level Reports tools to add the 'Timesheets Status' column for the Timesheets tool to custom reports. When a report includes this column, users can filter and sort data by Pending, Approved, or Blank. As illustrated below, authors can drag-and-drop the new column to include it in the report. Then, when the report is published, end users can apply their desired filter/sort options to organize items by status. See Reports: Added 'Timesheet Status' Column to Custom Reports.
Dashboards Chart Now Show Loading State In Sidebar (2/14/2018)
Updated the Company and Project level Reports tools to add a loading state indicator in the sidebar. This allows users to view Dashboards before all charts are loaded.
Added 'Sub Job Code' Column to Custom Timesheet Reports (2/14/2018)
Updated the Company and Project level Reports tool to add 'Sub Job Code' to the 'Timesheets - Available Columns' list in custom Timesheet reports. Note: In a timesheet, both the 'Sub Job Name' and 'Sub Job Code' are associated with a timesheet when the person creating or editing the timesheet specifies a 'Sub Job'. See Create a Timesheet.
New 'Substantial Completion Dates' for Custom Prime Contract Report (2/13/2018)
Updated the Company and Project level Reports tools to add the 'Original Substantial Completion Date' and 'Revised Substantial Completion Date' to the 'Prime Contract - Available Columns' list when creating a custom report for the Prime Contract tool. This adds the columns to your report and also as a selection in the published report's Add Filter drop-down list. Columns are only available when (1) The field is enabled under 'Contract Dates' area on the Project Level Prime Contract tool's Configure Settings page AND (2) the dates are accurate.
Added 'Contract Dates' to Custom Commitment Reports (2/12/2018)
Updated the Company and Project level Reports tools to add the following items to the 'Commitments-Available Columns' list when creating a custom report for the Commitments tool: Approval Letter Date, Contract Date, Issued On Date, Execution Date, Letter of Intent Date, and Returned Date. This adds each field to the list of filters in the published report's Add Filter drop-down list. Columns are only available when (1) The field is enabled under 'Contract Dates' area on the Project Level Commitment tool's Configure Settings page AND (2) the dates are accurate. See Reports: Added 'Contract Dates' to 'Commimtments: Available Columns' for Custom Reports.
Expanded Direct Cost 'Type' Filtering In 'Financial Line Item Details' Custom Report (2/5/2018)
Updated the Company and Project level Reports tools to expand the filtering capability of the 'Type' column in the 'Financial Line Item Details' custom report. After the report is built, users can now select 'Type' from the Add Filter drop-down list and then mark the desired checkboxes (i.e., Direct Cost Expense, Direct Cost Invoice, Direct Cost Payroll, or Direct Cost Subcontract Invoice) to narrow data in the report to the selected filters.
Changed Column Name from 'Recipient' to 'Invited Recipient' for Bidding Custom Reports (2/2/2018)
Updated the custom reports feature in the Company and Project level Reports tool to rename a column associated with report data from the Project level Bidding tool. The 'Recipient' column is now named 'Invited Recipient' for more clarity.
Prime Total in Summary Tab Now Includes Financial Markup (1/17/2018)
Updated the Change Events (Next Gen) tool so that financial markup (Vertical and Horizontal) is now included in the 'Prime Total' column of the Change Events tool's Summary tab. This change also affects the Potential Change Orders and Change Event custom reports feature in the Reports tools.