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Release Notes

Below are the notable changes to the project's Reports tool. 

Recent Changes

Additional Fields Available for Custom Reports on the Meetings, Daily Log, and Photos Tools (9/18/2020) 

When creating a custom report in the Project level Reports tool, you can now select additional fields for the Meetings, Daily Log, and Photos tools. See Create a Custom Project Report. The following fields are now available as options:

  • MeetingsAttachmentsMeeting TemplateNumber InvitedNumber AttendedAbsent AttendeesInvitedMeeting IDAssignment, and Meeting #.
  • Daily Log: Created By in the Weather Log, and Attachments and Attachments Count for the Notes, Delivery, Inspections, Quantity, Equipment, Safety Violations, Weather, and Daily Construction Report logs. In addition, you can now filter by the Company field for the Daily Construction Report log.
  • PhotosStarred and Origin fields.
'Time & Materials' Group Now 'T&M Tickets' in Select Tool Menu (9/1/2020)

Changed the name of the 'Time & Materials' group in the Select Tool menu. The group is now named 'T&M Tickets' and contains the same options: Materials, Tickets, Timecards, and Equipment. See Create a Custom Project Report.

New Column Available in the Change Events Line Item Detail Report (8/7/2020)

A new 'PCO Line Item Base Amount' column is available in the Change Events Line Item Detail report. This column displays the total amount of Potential Change Order (PCO) line items without financial markup applied. If you want to include a total with financial markup, the 'PCO Line Item Amount' column continues to be available. 

New Time & Materials Grouping in Select Tool Menu (7/16/2020)

Updated the Company and Project level Reports tools to add a new Time & Materials grouping in the Select Tool menu which now includes: Materials, Tickets, Timecards, and Equipment. See Create a Custom Project Report.

New Reporting Options on Requested Changes in Schedule Tool (4/17/2020)

'Requested Changes' has been added as an option when creating a custom report on Schedule Tasks in the Project level Reports tool. This allows users with the appropriate permissions to create custom reports on requested schedule changes in the project's Schedule tool. See Create a Custom Project Report. A new customizable report with data on pending schedule change requests called 'Change Requests' has also been added to the available Schedule Reports in the Project level Reports tool.

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