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What’s New R1, 2025

The R1, 2025 Release is HERE!

Release Summary

This Release Outline provides an overview of all updates that are included in the upcoming release. With this Outline, a new customer preview environment has been provided to you for you to access and review the new features. This environment can be accessed at https://comingsoon.4castplus.com. 

As with all our pre-release environments, please remember to refresh your browsers each time you log into the environment. Additionally, Custom Reports in the comingsoon environment are samples only. Please upload the templates from your Live System, for any Custom Reports that you wish to review. 

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Features & Enhancements


Performance, Usability and User Interface Updates

  • Added ability to attach an Outlook.net file to all Attach Documents features 
  • Increased the maximum length of the ‘Tag Number’ field from 50 to 100 characters.  
  • Update: Reports include users who added or updated the “Email” field in the Labor Information tab. 
  • Updated the profile icon drop-down menu—’Profile’ is now labeled as ‘Accounts’ 
  • Improved loading time of ‘Project Cost by Labor Resource’ dashboard report. 
  • Improved loading time of the Project Profile detail query. 
  • Improved loading time of the Requisition Items – Allocate to Purchase Order pop-up query. 
  • Updated the Project Dashboard Revenue Metrics Panel to use minimal query. 
  • Performance: Optimized project reports.  
  • Usability: Defect fix re: When a request is submitted, the dropdown text overlaps with the screen text, reducing readability. 
 


System Configuration

Organization 

1. Company Profile 

  •  Preferences 
    • Update: Company Preference Workdays have migrated to the new Project Time Phasing Settings. 
    • Update: Project verbiage from the Workdays tab in Company Preferences has been removed. 
    • Added the Procurement import Preference Import preference; By WBS or By Cost Code. 
  • Added new tab – Workdays 
    • Added ability to set default Time phasing Perion to month or Week 
    • Added ability to see standard workdays 
    • Added ability to add exception days (like holidays) on corporate level. These exception days will be included in Time Phasing 
  • Notifications 
    • Added: Procurement fields available to populate in Procurement Notifications: Vendor, Purchase Order Total Cost (Base CCY), and Purchase Order Total Cost (Purchase Order CCY) 
    • Removed the Notification for ‘Document Approval – Bottlenecked’. 
  • Form Numbering  
    • Defect fix re: “No” button in the alert confirmation re: acceptance of change of Start Value is not responding. 
  • Taxes 
    • Defect fix re: Alert prompted when trying to Import Tax Types. 

 

2. Manage Codes & Fields 

  • Custom Fields 
    • Custom Fields 
      • Update to Custom Fields text limit to 255 characters. 
      • Defect fix re: The Custom Fields dropdown values are edited in Configuration, then the previously saved value should also be updated.  
      • Procurement 
        • Defect fix re: When Custom Fields for Procurement dropdown values are edited in Configuration, then the SAVED values in RFQ/ Purchase Order/ Receipts will disappear. 
      • Procurement Items 
        • Added ability to filter for the Multi-Line Custom Types. 
        • Defect fix re: When Procurement Item dropdown values in Configuration are edited, then the saved values in Requisitions, RFQs, POs, Receipts, Expediting, and the Vendor Portal RFQ will not appear. 
        • Updated the Procurement Import Custom Field Names to not include the “Custom Property” in the title. 
    • Procurement Fields  
      • Defect fix re: Duplicating Payment Event does not create a duplicate Payment event. 

 

3. Resources: 

  • Usability:  
    • Updated the Import for invalid Accounting Codes for Resources to display in one error message (Equipment, Materials, Services, Labor, and Expenses). 
  • Labor:  
    • Updated ‘Supervisor’ field to be required only when the Timesheet Approval Role is Project Manager. 
    • Updated Import file to include Inactive Resources in Class tab 
    • Defect fix re: column filtering for drop-down fields. 
    • Defect fix re: Editing multiple Labor Resource in Configuration > Manage Resources the User Interface will hang.  
    • Defect fix re: The Vendor Portal Login should be disabled when the Resource is set to Inactive via Import.  
  • Vendors 
    • Defect fix re: column filtering for drop-down fields. 
    • Defect fix re: Import failing when Vendor Portal Users are marked as Inactive. 
    • Defect fix re: Active vendor contacts can still access the portal even if the vendor is inactive.  
    • Updated: The “Last Modified On” and “Created On” columns to use “Date Filtering.’ 
    • Added Vendor Custom Fields to the Equipment and Material Resources Vendor Selection grids.  

 

4. Rate Administration  

  • Rate Types 
    • Added an alert to prevent the creation of a Composite Rate Type that is not hours-based.  
    • Defect fix re: When Composite Rates are set to Inactive, the rates should not be displayed. 
    • Defect fix re: A Composite Rate Types with no Cost or Billable Components should not be available in Timekeeper or My Timesheets.

 

5. Approval Workflows 

  • Defect fix re: When clicking Excel, the side menu will collapse, and the Report does not generate. 
 


Projects

 

1. Usability 

  • Improved performance of ‘Project Cost by Labor Resource’ dashboard chart. 
  • Updated the Duplicate Projects function to prevent data bust issues. 
  • Defect fix re: Most Recently Used project display is incorrect for users with Procurement Plus License Profile  
  • Defect fix re: When duplicating a project, the Crews are not copying. 
  • Update the Project Profile pop-up window to be wider. 
  • Optimize Project Dashboard > Project Hours By Resource Class chart.
 

2. Setup 

  • Enhancement: The Time-Phasing set up has been added to the Project Profile Workdays tab. 
  • Performance Update: Improved the Project Time Phasing Reporting 
  • Defect fix re: Duplicate does not copy Addresses 
  • Defect fix re: Billing Codes that are ‘multi-line’ type are not displayed 
  • Defect fix re: Duplicate does not copy Discounts and Surcharges. Defect fix re: The CBS Billing Codes – percent type should not multiply by 100 during the import.

 

3. Dashboard 

  • Defect fix re: Fully Committed Budget is not including Project Cost Tax when the option selection is “Include Overages and Adjustments from Line Items when All Receipts plus Overages and Adjustments exceed Purchase Order Commitment.”  
  • Defect fix re: When changing the Billing Type of a project is changed from Time and Material to Fixed Price, Unit Price, Cost Plus or Cost, the Billing Rate Table should be disassociated from the project. 
  • Performance updates on the Project Spend Forecast workflow. 
  • Remove ‘Null’ option in the Projects – Projects Dashboard – Filter By drop-down list 

 

4. WBS 

  • Updated label in WBS > Display permissions tab to ‘Allow Tracking of Resource Types in Timesheets’ 
  • Defect fix re: When entering markup % over 100 percent, Whoops alert. 
  • Defect fix re: Issues importing a WBS update from Excel.  
    • Billing Types are imported on Areas and Phases  
    • The Effective Date of the Billing Rate Table is a date and time.  
    • Billing Rate Table are not being updated with the Billing Rate Table name and effective date are the same. 
  • Update to the extend the WBS Is Active/Inactive setting on the Workpackage to Procurement. 
  • Updated the WBS Summary Alert Message has been renamed from “Estimate” to “Budget” 
  • Performance optimization on the WBS Add/Update workflows. 
  • Added validation controls for the Progressing Method in the WBS Import. 
  • Added Audit History (Project or Administration) record when the Baseline Start/Finish Date when updated through the WBS. 

 

5. CBS 

  • Defect fix re: Whoops Alert when there are duplicate Cost Codes in the file. 
  • Update: The alert ‘No Saved Cost Code Strings’, has been disabled. Instead, the customer will be provided with an email. 
  • Update: Renamed “Estimate” to “Budget” in the Project CBS Synchronize Message.

 

6. Billing 

  • Updated field ‘Billing Method’ to ‘Display Transaction by” 
  • Update Billing AR > PDF Backup > Individual Transactions to include additional fields:  
    • – Resource Type 
    • – Purchase Order # 
    • – Vendor 
    • – Vendor Invoice # 
  • Added fields to Payment Tab and Invoice Tab: 
    • Created By 
    • Created On 
    • Entered By 
    • Entered On 
    • Submitted By 
    • Submitted On 
  • Updated the Text Filter used in the Invoice Summary grid columns “Approval Due” and “Approved On.” 
  • Defect fix re: When applying Surcharge or Discount by Resource Type to Expenses, it is not applying to Expenses. 
  • Added Employee ID column to the Billing Transaction Details grid.  
  • Extended Billing Transactions ‘Cost’ and add ‘Third Party Markup%.  
  • Relabeled ‘Billing AR’ to ‘Billing’ in User Permissions. 
  • Performance Optimization to Billing Transactions PDF Reports. 
  • Defect fix re: Whoops Alert appears when creating an Adjustment from Billing.  
  • Defect fix re: Whoops Alert while saving a Billing Invoice with an invalid billing method; updated alert received. 

 

7. Change Management  

  • Renamed ‘Estimates’ to ‘Budget’ 
  • Defect fix re: Whoops Errors when reports are exported from Change Order Summary grid > Purchase Order Committed Total hyperlink > To Excel.  
  • Defect fix re: Change Order – Workpackage Level Estimated Revenue Value Clears on Recalculate Estimate and Save.  
  • Defect fix re: The Change Order Markup% is divided by 100 when the Billing Type is updated to Cost Plus or Fixed Price after Save and Close. 
  • Remove the “Project Status Header”  in the Change Order Summary Report export to Excel.  
  • Optimize Change Order Commit 
 

8. Reports . 

  • Quick Reports 
    • Align the Project Summary Report – Resource Level (Cost) Report to the Progress Measurement.  
    • Added the Time-Phasing Report into Quick Reports. 
    • Updated the Project Productivity Report (Billable) to use new project time phasing settings. 
    • Updated Project Summary Report > Summary > To PDF Report to use new project time phasing settings. 
    • Updated the Project Summary Report > Summary to use new project time phasing settings. 
    • The Time-phased Report (Resources) added Resources and a new tab for Hours. 
    • The Time-Phased Report to use new project time phasing settings. 
    • The Time-phased Report (Resources) to use new project time phasing settings. 
    • USABILITY:  Defect fix re:  When the Project is Cost Only, there should be no Project Summary Report (Resource – Billable). 
  • Timeline 
    • Updated the Project Spend Forecast to use new project time phasing settings. 
    • Updated the Earned Value S Curve (Project & Labor) to use new project time phasing settings. 
    • Updated the Estimated Cost and Revenue Timeline Report to use new project time phasing settings. 
    • Updated fading alert message in the Project Productivity Report (Billable).  

 

9. Change Management  

  • Renamed ‘Estimates’ to ‘Budget’ 
  • Defect fix re: Whoops Errors when reports are exported from Change Order Summary grid > Purchase Order Committed Total hyperlink > To Excel.  
  • Defect fix re: Change Order – Workpackage Level Estimated Revenue Value Clears on Recalculate Estimate and Save.  
  • Defect fix re: The Change Order Markup% is divided by 100 when the Billing Type is updated to Cost Plus or Fixed Price after Save and Close. 
  • Remove the “Project Status Header”  in the Change Order Summary Report export to Excel. 


Budget, Budget Revisions, forecast & Progress Measurements

 

1. Estimates renamed to Budgets 

  • Updated the Budget Cost Rate and Billing Rate rounding to have the same behavior.  
  • Added the Baseline Budget Curves to S-Curves (Cost, Revenue, Labor Hours). 
  • Feature enhancement Import Time-Phasing by Workpackage 
  • Feature enhancement Import Time-Phasing by Resource Class / Resource 
  • Updated the Workpackage and Resource Estimate Time-phasing User Interface 
  • Update: Renamed the “Estimate Report” to “Budget Report” in Quick Reports. 
 

2. Forecasts & Progress Measurements 

  • New Import templates for Time-Phasing by Workpackage and Time-Phasing by Workpackage/Resource. 
  • Updated the Forecast To Complete calculation when the Current Budget is Negative; Current budget – Actuals.  
  • Update in the Baseline Budget columns, “Estimate Hours” has been changed to “Current Hours.” 
  • Defect fix re: FAC value is incorrect when Progress Method is Earned as Planned.  
  • Defect fix re: Rules of Credit reflecting ‘master’ settings in Configuration and not the Project WBS settings. 
  • Defect fix re: The Change Order ‘Current Budget’ & ‘Fully Committed Budget’ alert is not reflecting the Fully Committed Budget for each cost code for the entire project.   
  • Added Workpackage Spend Forecast Report in Progressing. 
  • Feature enhancement In Progressing, create Time-phasing by Resource Import File Template. 
  • Updates to existing Time phase Reports. 
  • Added Workpackage Import File Templated by Time-phasing in Progress Measurement. 
  • Performance Optimization – Removed progress measurement recalculation Requests from some reports. 
  • Added a ‘Resource Forecast?’ column to the Progressing Tab when a Progress Measurement is submitted.  
  • Added Vendor Item Description and Vendor Invoice Number to the Progressing > Actual Cost hyperlink 
  • Added Actual Revenue hyperlink drill down report. 

 

3. Reports 

  • Defect fix re: Current Hours are not included when exporting the Progress Quick Report to Excel. 
  • Defect fix re: The Estimate To Complete (ETC) – Revenue” on a Fixed Price Project using the Earned as Planned Progress Method does not have the expected result. 
  • Update to “Estimate To Complete (ETC) – Revenue” specific to Rollups for Time and Material and Cost-Plus Project. 

  

4. Baseline 

  • Updated: When a Budget is Baseline that has no actual cost and no progress, then the Budget Assumes CPI of 1.
 

5. Timeline Curves 

  •  Progress Measurement Bar – Cut-Off Date View – The Progress Measurement Bar now functions as a Cut-Off Date View, offering a clearer snapshot of project status as of a specific date.
    • Visualize progress up to the selected cut-off date for more accurate reporting and analysis.
  • Zoom In/Out Functionality – Zoom controls have been added for improved chart navigation.
    • Hold the Shift key and scroll forward to zoom in, or scroll backward to zoom out.
    • Enables detailed analysis of specific time periods within the chart.
  • Period Chart – Change Date Intervals – You can now adjust the time interval displayed in the Period Chart.
    • View data by:
      • Daily
      • Monthly
      • Quarterly
      • Yearly
  • Export to Excel – Easily export data from reports and charts to Excel for further analysis and sharing.
  • Change Marker Symbols – Customize marker symbols in charts for better visual clarity.
    • Choose from a variety of shapes (e.g., circles, squares, triangles).
    • Apply distinct markers to differentiate data series or milestones. 


Procurement

 

1. Dashboard 

  • Defect fix re: Dropdown field column filters in multiple Procurement grids are not working as expected. 

 

2. Requisitions 

  • Defect fix re: Expedite? Selection is not importing through the Requisition Import. 
  • Defect fix re: The Requisitions (Status column) causing Whoops Alert when clicking the Complete hyperlink.  
  • Update character limit and update alert with standard max character reached alert on Procurement Item custom fields. 
  • Defect fix re: The Requisitions Details Line # is not sorting in numerical sequence. 
  • Update: User can add Budget – Purchasing Requisition items to the existing Requisition. 
  • Added the ability to import a Requisition by WBS. 
  • Defect fix re: Column Selection in Requisition Summary grid is not sticky 

 

3. RFQ 

  • Updated Issue to Selected Vendors > Ratings column to provide a numeric filter 
  • Defect fix re: Criteria that has been Saved with data in Line Item is removed when Criteria is made inactive 
  • Defect fix re: Request For Quote can be issued without selecting Items. 
  • Defect fix re: RFQ Discussion Streams Excel Report date is off by one day when differing time zones from Project Time zone. 
  • Defect fix re: The Detail Items Export To Excel Report should columns do not match the User Interface. 
  • Updated the workflow when dates are input into the RFQ Scheduled dates fields, those dates are reflected in the Forecasted fields. 
  • Added Vendor Custom Fields to the RFQ Issue to Vendor > Vendor Selection Grid.  
  • Added a filter on the RFQ Item grid Unit Cost and Total Cost column.  

 

4. Bid Analysis & Award  

  • Performance optimization in the Bid > Award workflow.  

 

5. Purchase Orders and Subcontracts 

  • Defect fix re: column filtering does not work for dropdown fields 
  • Updated consistency in Unit Cost and Cost Amount rounding between the Revision Actions. 
  • Defect Fix when the Revision Action is Incremental Quantity Unit Cost Revision and Incremental Quantity Revision; update the Cost Amount before Save. 
  • Defect fix re: When selecting the default Invoice To Address for a Project, the Invoice To is not populating with the default address when creating a new Purchase Order.  
  • Defect fix re Users cannot change the Incremental Qty and Unit Cost without a save in between.  
  • Defect fix re: The Purchase Order Item Allocation Grid Excel report fails to launch when no Purchase Order is selected. 
  • Defect fix re: The Inconsistent display of Committed Project Tax and Purchase Order Commitment Net when in Revising. 
  • Performance Optimization on the Purchase Order Summary grid. 
  • Defect fix re: The Receipt for Subcontract T&M – Qty and Total Cost fields are not populating.  
  • Update: When the Markup? or Markup% is changed, record the Before value, after value, and the User who changed the Markup? and Markup % and Date and time in the backend. 
  • Updated to allow the Vendor Item Description to be edited.  
  • Update to Purchase Order, Shipping section: add the ability to update shipping information on revision.  
  • Added Vendor Custom Fields 
  • Added a check on save when a line item is zero. 
  • Defect fix: Uncommitting a PO Revision should not zero out the committed tax data 

 

6. Purchase Order Import 

  • Added Purchase Order # into Import error alert 
  • Updated Revision Import to allow for update of Cost Code 
  • Defect fix re: Alert prompted when trying to open the Purchase Order Import Sample file.  
  • Add the ability to import Requisitions and Purchase Orders by WBS. 
  • Added the ‘Vendor Portal Purchase Order Form’ to the Purchase Order Import. 
  • Defect fix re: The Purchase Order Revision import (Subcontract T&M) fails because of Contract validation; alert update to ignore change in Contract 

 

7. Expediting: 

  • Defect fix re: Expediting > Update Details is not updating Heavy Lift field 
  • Defect fix re: The Custom Procurement field of “Checkbox” type is cleared out on import. 
  • Defect fix re: Import should fail when mandatory custom dropdown fields are missing. 
  • Defect fix re: ‘Lead Time (Days ARO) Forecasted’ field uses DAYS instead of WORKDAYS in calculation 
  • Update to the Expediting Detail Report. When “Display on Expediting report” is deselected, it will not report on the Expediting Detail report.  
  • Defect fix re: The Uploaded on Data for Documents is calculating based on UTC not the Project Time zone.  
  • Defect fix re: Expediting Detail Report Fields aligned to the values reported on the User Interface. 
  • Updated Procurement > Expediting> Items Lead Time calculations to use new project time phasing settings. 
  • Updated Procurement > Expediting > Reports > Expediting Detail Report to use new project time phasing settings. 
  • Updated Procurement > Expediting > Reports > Expediting Summary Status Report to use new project time phasing settings.  
  • Updated Procurement > Expediting > Reports > Mangan Materials / Expediting Status Report to use new project time phasing settings. 

 

8. Receiving: 

  • Defect fix re: Receipt amount rounding difference when Receipt is Submitted  
  • Updated the import error message when the Purchase Order column is empty. A Purchase Order Number is required for a Line Item Receipt.  
  • Added the ‘Purchase Order Title’ in the Receiving> Purchase Order Selection grid.  
  • Update the Receiving Holdback value rounding behavior.  
  • Performance optimizations improving load time in Receiving.  
  • In Procurement Receiving > PO Receipts, added the to import by Amount, Quantity and Amount, as well as import as Submitted. 
  • Defect fix re: Error message alert when receiving amounts on the line items for a deselected Purchase Order.  

 

9. Reports: 

  • Defect fix re: Procurement Report CCY symbols for Base CCY amounts should display the appropriate CCY symbol. 
  • Procurement Dashboard 
    • Added Vendor Custom Fields  
    • Optimized performance of the Procurement Dashboard Receiving Report.  
  • Summary Purchasing Report 
    • Added Vendor Custom Fields 
    • Added Update button to the Procurement Dashboard Summary Purchasing Report. 
    • Update Filter behavior for Revisions. 
    • Defect fix re: The Actual Manhours from the Direct Invoice are not in the Summary Purchasing Report.  
    • Updated the Purchase Order Summary Report ‘Notes’ to ‘Buyers Comments.’  
  • Purchase Order Item Detail Report 
    • Update to Purchase Order Item Detail Report to include Total Paid (Purchase Order CCY) and Total Paid (Base CCY)  
    • Update the Purchase Order Item Detail Report End Date behavior to be a cut off for Committed, Incurred, Accrued, Invoice Amount and Quantities. 
    • Defect re: Construction Workpackage and Required At Site data do not match same data in Requisitions screen. 
    • Add fields:  
      1. Resource Type 
      2. Resource Class 
      3. Resource Class Category 
      4. Vendor Invoice Number(s) 
      5. Vendor Invoice Date(s) 
      6. Last Vendor Invoice Date 
      7. Vendor Invoice Payment Number (s) 
      8. Vendor Invoice Payment Date(s) 
      9. Last Vendor Payment Date 
      10. Responsible Engineer 
      11. Purchase Order Progress/ Status 
      12. Item Date 
      13. Item Revision Date 
    • Performance Optimization on the Purchase Order Item Detail Report load time. 
    • USABILITY: Purchase Order Item Details Report: CCY symbol for Purchase Order CCY amounts should display the appropriate CCY symbol instead of the Base CCY symbol.  

 

  • Cash Flow 
    • Added fields to Purchase Order Cash Flow & Spend Forecast Reports.  
      • Purchase Order Title 
      • Status 
    • Updated the Purchase Orders > Reports > Cash Flow to use new project time phasing settings.

  

11. Vendor Portal 

  • Defect fix re: Progress Type dropdown is not filtering correctly for ‘Issued” Purchase Orders and RFQ’s. 
  • Added Vendor Portal Vendor E- Signature Acceptance workflow. 
  • Added Vendor E-signature to PO Form 

 

12. Purchase Order Form Designer 

  • Updated Purchase Order Form Designer for Item Level Tax overrides. (Keystone) 
  • Added Vendor Wet signature when PO is non-Portal to PO Form
  • Updated the Purchase Order Form Titles to be bold; Delivery Date (Scheduled) and Tag Number.   
 


Jobsite Timesheet

1. Design, Controls and Usability 

  • Defect fix re: The Jobsite Daily Log (Percent field): should not be divided after the Jobsite Timesheet is submitted. 

2. Timesheet 

  • Defect fix re: column filtering does not work for dropdown fields. 
  • Updated the ‘Work Date’ column filter in Reports > Jobsite Timesheet to use Data Filtering for improved accuracy and usability.
  • Performance Optimization Jobsite Timesheet Submit for Approval.  
  • Updated Jobsite Timesheet import into Cost Workpackage if there is a Billable Comment the user will receive a warning that the comment will be ignored. 
  • Defect fix re: The close button is not working in Change Workpackage pop-up window.  
  • Defect fix re: When the Transmittal is rejected by the customer, it is not re-opened for the Jobsite user.  
  • Updated the data storage for Timesheets and Adjustments to include Employee ID. 
  • Defect fix re: Mandatory Labor Custom Field for Jobsite values are being validated.  
  • Defect fix re: When Labor Custom Fields are enabled for Jobsite, the Values are not displayed in Jobsite.  
  • Performance Optimization to reduce deadlocks when saving a Jobsite Timesheet that includes surcharges or discounts with Timesheet Entry timings.  
  • Defect fix re: The Package # is not populating in the Jobsite Timesheet > Progress tab when the Progressing Method is Rule of Credit Weighted Type. 
  • Update Discount and Surcharge behavior to align with Weekly Timesheets when Discounts & Surcharges Incur option selection is ‘Timesheets.’

 


Timesheets

 

  • Defect fix re: The Receiving Delete action is failing when there’s a Document upload from the Library.

 

1. Equipment Timesheet  

  • Added Equipment ID added to Equipment Transactions Quick Report. 

 

2. Import 

  • Updated Third Party Expenses import to provide more details on data that fails the Max Daily Quantity validation 
  • Projects – Import Transactions – LEM: add required marker [ *] into sample-file for Equipment ID.
 


Approvals and Vendor Invoice Matching & Administration

 

1. Approvals: 

  • Updated the Approval workflow with multiple stages to remove the Approval from ‘Waiting for my Approval’ after it has been approved. 
  • Performance Optimization to the Approvals loading time. 
  • Labor Timesheets: 
    • Defect fix re: Cannot change the “From Date” filter; updated the page to load with paging.  
  • Customer Invoices 
    • Removed fading alert re: Unapproved Timesheets 
  • Purchase Orders 
    • Update the display of Committed Project Tax and Purchase Order Commitment Net in Approvals. 
    • Defect Fix in Approvals> Purchase Order> Waiting/My Submissions/All Submissions> Group Totals and Grand Totals are incorrect when there are Revisions  
    • Defect fix re: The My Approval Details Item tab is not displaying Documents uploaded to the Line Items.  
    • Defect fix re: The Purchase Order Approval Line items do not appear the first time the Purchase Order is selected. 
    • Add Procurement item Custom Fields marked as Active to the Purchase Order Approval > Waiting for my Approval > lower grid > details.  
  • Vendor Invoices 
    • Added Update Button to Vendor Invoices. 
    • Defect fix re: Breaks in Approval History tab when running Status Reports.  
    • USABILITY:  Updated the message when Rejecting Vendor Invoices that have a released Holdback in Waiting for My Approvals.  

  

 2. Administration 

  •  Timesheet Administration 
    • Add Equipment ID column to the Timesheet Administration > Equipment View. 
  • Vendor Invoice Matching 
    • Defect fix re: In the Vendor Invoice Matching Tracking> New Invoice – The Vendor Address Field is missing when PO CCY <> Base CCY.
  • Vendor Invoice Matching > Invoice Tracking: 
    • Updated the Vendor Invoice Matching Delete Vendor Invoice Alert from Retainage to Holdback. 
  • Vendor Accruals (Vendor Tracking): 
    • Add Columns to Vendor Invoice Report; Project, Vendor Code and Purchase Order. 
    • Update: Improved Alert Message when trying to delete a labor expense that was added to a vendor invoice. 
    • Add an alert when uploading Vendor Invoice documents with the same file name, on the same Vendor Invoice. 
    • Updates Vendor Invoice Matching > Vendor Invoices > Reports > Vendor Invoice Report; Vendor Filter and grouped by Vendor Invoice 
  • Vendor Invoice Matching > Direct To Invoice 
    • Update Direct to Invoice import to allow Vendor Invoice Dates prior to Transaction Dates 
    • Defect fix re: The Payment Terms Override Details no longer displayed after Save when creating a New Direct to Invoice Vendor Invoice. 
  • Vendor Invoice Matching > Holdback Release 
    • Defect re: Holdback Release can be entered prior to the holdback transactions date 
    • Defect fix re: The Payment Terms Override Details no longer displayed after Save when creating a New Holdback Release Invoice.  
    • Defect fix re: Uploading Holdback Release – Direct Invoice documents not loading. 

 

3. Adjustments: 

  • Updated Quantity filter to numeric in Transactions grid 
  • Added an Alert has been added to notify the user when the data range requested is too large. 
  • Removed Progress Billable as transaction is available in Adjustment. 
  • Removed the Tag Number field column. 
  • Updated the Add New Transaction, replace the Tag Number with Equipment ID and populate the same column with correct data.  
  • Updated the Adjustment Report for Billing, change the column name from Tag Number to Equipment ID in both UI and Excel. 
  • Updated the Adjustment Items column name from Tag Number to Equipment ID in both UI and Excel 
  • Update the Qty filter for the Adjust transaction selection grid to be numeric. 
  • Update the Qty filter for the Adjust Entries grid to be numeric.
  • Defect fix re: The Delete Adjustment Document is failing when including a ‘New’ Adjustment Document.


Project Reporting

 

1. Project Manager’s Dashboard 

  • Defect fix re: clicking on X in the date selection window disables the buttons in Dashboard Reports 

 

2. Project Dashboard: 

  • Optimized Project Hours By Resource Class chart 

 

3. Project Details Report: 

  • Updated Resource Type field value from ‘LaborExpense’ to ‘Labor Expense’ 
  • Defect fix re: column filtering does not work for dropdown fields 
  • Defect fix re: Associated Discounts/Surcharges are still showing when running Project Details Report, even when the transaction is removed from the Customer Invoice. 
  • Update: Surcharges and discounts should not be generated for procurement unless explicitly selected in the Billing workflow. 
  • Defect fix re: Discounts & Surcharge are displaying even when the Receipt Transactions are removed from the Customer Invoice. 
  • Defect fix re: Report Options are lock after closing the options window using the close button.  
  • Update to Project Dashboard Details report re: ‘Progress Billable’ rate type. 
  • Defect fix re: There are two ‘Jobsite Package Number’ columns. 

 

4. Project Summary Report: 

  • Defect fix re: Before Progress Measurement creation, Confirmed Costs are being reported without an associated Invoice. 
  • Update to Quick Reports removing Progressing Method column on Areas and Phases  

 

5. Timeline Charts 

  • Updated the Project Spend Forecast to use new project time phasing settings. 
  • Updated the Earned Value S Curve (Project & Labor) to use new project time phasing settings. 
  • Updated the Estimated Cost and Revenue Timeline Report to use new project time phasing settings. 
  • Update Actual Cost and Revenue Timeline report for Fixed Price Projects. 
  • Updated fading alert message in the Project Productivity Report (Billable).  

 

6. Quick Reports 

  • Align the Project Summary Report – Resource Level (Cost) Report to the Progress Measurement.  
  • Added the Time-Phasing Report into Quick Reports. 
  • Updated the Project Productivity Report (Billable) to use new project time phasing settings. 
  • Updated Project Summary Report > Summary > To PDF Report to use new project time phasing settings. 
  • Updated the Project Summary Report > Summary to use new project time phasing settings. 
  • The Time-phased Report (Resources) added Resources and a new tab for Hours. 
  • The Time-Phased Report to use new project time phasing settings. 
  • The Time-phased Report (Resources) to use new project time phasing settings. 
  • USABILITY:  Defect fix re:  When the Project is Cost Only, there should be no Project Summary Report (Resource – Billable). 


Custom Reports

 

1. Custom Reports  

  • Added User Interface 10,000-line Row limit disclaimer for Custom Dashboard project and Global reports. 

 

2. Dashboard > Project > All Procurement Items 

  • Added Vendor Custom Fields 
  • Defect fix re: The Receipt Resolved Date format shows as a number in Excel reports updated to date. 
  • Added Receipt OS&D, Receipt Resolved, and Condition fields to the Procurement custom reporting datasets.  

 

3. Dashboard > Global > Project > All Procurement Items 

  • Added Vendor Custom Fields 
  • Defect fix re: The Receipt Resolved Date format shows as a number in Excel reports, updated to date. 
  • Added Receipt OS&D, Receipt Resolved, and Condition fields to the Procurement custom reporting datasets.  

 

4. Templated > Global > All Procurement Items 

  • Optimization of the Custom Templated > Global > All Procurement Item dataset.
  • Improved alert received when user provides format other than .xlsx for Templated Custom Reports 
  • Added Vendor Custom Fields 
  • Added Receipt OS&D, Receipt Resolved, and Condition fields to the Procurement custom reporting datasets.  
  • Optimized the query in the Custom Templated report and WBS.  
  • Updated  Custom Dashboard Report > Global > All Procurement Items to use new project time phasing settings. 
  • Update Custom Templated Report > Global > All Procurement Items to use new project time phasing settings 

 

5. Templated > Project > All Procurement Items 

  • Improved alert received when user provides format other than .xlsx for Templated Custom Reports 
  • Added Vendor Custom Fields 
  • Added Receipt OS&D, Receipt Resolved, and Condition fields to the Procurement custom reporting datasets.  
  • Optimized the query in the Custom Templated report and WBS.  
  • Updated Custom Templated Report > Project > All Procurement Items to use new project time phasing settings. 
  • Defect fix re: The Shipping Date values are missing from the report.  
  • Defect fix re: The All Procurement Items: Delivery Date (Forecasted) value is not always shown in the report.  

 

6. Templated > Project > Purchase Order Items 

  • Improved alert received when user provides format other than .xlsx for Templated Custom Reports 
  • Defect fix re: When a Purchase Order Revision is not committed, the Item Committed Total Revenue Amount (BASE CCY) populates not as expected.  
  • Added Receipt OS&D, Receipt Resolved, and Condition fields to the Procurement custom reporting datasets.  
  • Optimized the query in the Custom Templated report and WBS.  
  • Added WBS to Custom Templated, Procurement, Purchase Order Item data set.  

7. Templated > Project > Projects > Billing Transactions 

  • Improved alert received when user provides format other than .xlsx for Templated Custom Reports 

 

8. Templated > Project > Projects > Project Summary & Detail 

  • Improved alert received when user provides format other than .xlsx for Templated Custom Reports 

 

9. Dashboard > Global > All Projects Summary 

  • Update Custom Dashboard and Templated Report > Global > All Project Summary to use new project time phasing settings. 

 

10. Templated > Global > All Projects Details 

  • Improved alert received when user provides format other than .xlsx for Templated Custom Reports.

 


Business Intelligence Reporting

 

1. Project Reports 

  • Performance optimization improving the run time to generate Business Intelligence reports.  
  • Updates to Business Intelligence > Project Reports > Project Spend Financials to use new project time phasing settings 
  • Cost Code Report 
    • Performance Optimization: Added an Update button to the Cost Code Report UI. 
    • Performance: Optimize Business Intelligence Cost Code Report. 
    • Updates to the Business Intelligence Cost Code Report. 
  •  All Project Summary Cost 
    • Performance Optimization to the Project Productivity Reports. 
    • Added Workpackage & Resource Class tab in Manpower Loading Report 
    • Updated Business Intelligence > Project Reports > All Project Summary (Cost) > Manpower Loading Report to use new project time phasing settings.  
    • Updated Business Intelligence > Project Reports > All Project Summary (Cost) > Summary by Resource Type Report to use new project time phasing settings. 
    • Updated Business Intelligence > Project Reports > All Project Summary (Cost) > Project Spend Forecast to use new project time phasing settings. 
    • Updated Business Intelligence > Project Reports > All Project Summary (Cost/Billable) > Manpower Loading Report to use new project time phasing settings. 
    • Update the All-Projects Summary (Cost) Titles in the UI and Excel report to align. 
  •  All Project Summary Billable 
    • Performance Optimization to the Project Productivity Reports  
    • Updated Business Intelligence > Project Reports > All Project Summary (Billable) > Reports > Revenue Forecast to use new project time phasing settings. 
    • Updated Business Intelligence > Project Reports > All Project Summary (Billable) to use new project time phasing settings. 
    • Updated Business Intelligence > Project Reports > All Project Summary (Cost/Billable) > Manpower Loading Report to use new project time phasing settings. 
  •  All Project Details 
    • Defect fix re: Excel Report does not reflect Resource Name when grouped by Resource Name  
    • Defect fix re: The Entry Type and Custom Project Field Filters do not display dropdown values in the UI.  
    • Added the Cost Value Pre-Tax to the Excel Report.  

 

2. Procurement Reports 

  • Summary Purchasing Report 
    • Defect fix re: Missing columns when exporting the Detail Purchasing Report to Excel. 
    • Defect fix re: In the Summary Purchase Report, the Transaction Summary grid is not showing data when R1 is in Revising.  
  • RFQ Status Report 
    • Added ‘Total Amount’ in RFQ Status Report. 

 

3. Resource Reports 

  • Labor Summary Report 
    • Updates to the Grand Total percentage values in the Labor Summary Report. 
  • Labor Time Report 
    • Updates to the Labor Time Reports for Cost and Billable view permissions  
    • Add the ability to adjust the column widths. 
 

4. Equipment Report 

  • Add the Utilization column to the Business Intelligence > Resource Reports > Equipment Report > Summary with Maintenance > Detail Excel report.  

 

5. Finance and HR Reports 

  • HR Reports 
    • Update Business Intelligence > Finance/HR Reports > HR Report to use new project time phasing settings. 
  • Payroll Management 
    • Updated the Employee Identifier field in reports to ‘Employee ID.’ 
  • Export Documents 
    • Defect fix re: In Export Document> New> All Transactions – Resource Class Category is not populating when Resource Type is not set to Labor.
 


4CP Connect

 

  • Update Public API > Create Customer Error Message for Customer Contact with the same Email Address.  

 

If you want to learn more about this software upgrade – and we hope you do – please feel free to email us at info@4castplus.com.

Or, if you’ve landed on this page and you’re not already a customer, here’s where you can sign up for a free live demo of 4castplus.

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Step into the future of project management with 4castplus. Free yourself from paper, spreadsheets, and disconnected systems. Elevate your projects with a suite of integrated cost management tools that ensure precision and efficiency from planning to execution. Maximize project profitability – contact us today to learn more.

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