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What’s New R2 2025

R2 2025 Release

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

  • Updated the workflow for users that have Approval access only, when they login they will open to the Approvals screen.
 

API / Integrations 

  • Opened up the Customer Invoice API to enable Third Party to pull from 4castplus.
  • Updates to the PO Receipt Export API


Configuration

Manage Codes & Fields

Management of Change

  • Added Manage Change Stages in Configuration.

Procurement Fields

  • Added the Procurement Milestone Planning in Configuration > Manage Codes and fields > Procurement. This allows the user to configure the Milestones used by the Company.

Manage Codes & Fields – Custom Fields

Vendor Invoices

  • Added the ability to edit a Vendor Custom Field in Purchase Order and Vendor Invoice.
  • Added Vendor Invoice Item Custom field in Configuration to be included in Vendor Invoice Items transactions.

Procurement 

  • Added the ability to Activate / Inactivate a Custom Procurement Item field in the grid without opening the Edit window.

Manage Resources

Labor 

  • Add a workflow to re-assign the Project Manager role upon Labor Termination or Inactivation; re-assigning applies to Active, In Bidding and Waiting to Start Projects. When a user is terminated / Inactivated the company will no longer be required to re-assign on Completed and Inactive Projects.
  • Updated the Supervisor field to only be mandatory if Timesheet Approval workflow is enabled.

Vendors

  • Optimized the Configuration > Manage Resources > Vendors > Vendor Detail transaction report.
  • Added a Duplicate workflow in Vendor > Labor tab.
  • Removed Expenses and Other Charges as an option in Vendor Classes; this workflow was obsolete.

Permissions 

  • When Manage Folder Permission is disabled, removed the ability to create and edit a Program
  • Updated and added Vendor Invoice Permissions for each section and View Only.
  • Updates to Procurement Permissions to support View-only licenses.
  • Defect Fix: Timesheet Entry user with permission to upload Documents is not seeing the Document section in the User Interface.
  • Defect Fix: User with the Create and Update Purchase Order permission disabled can edit Purchase Order Line items. The update prevents editing of the entire Purchase Order.

Rates Administration

  • Usability update to the Resource Class Cost Rate Table when the table is saved.

Workflows

  • Updated formatting on Configuration> Worflows> Expand the side menu > Select the ‘Jobsite Timesheet’ Workflow > to Excel
  • Update formatting of the Configuration> Worflows> Expand the side menu > Select the ‘Vendor Invoice’ Workflow > to Excel
  • Update the formatting of the Configuration> Worflows> Expand the side menu > Select the ‘Purchase Order’ Workflow > to Excel
 
 
 


Projects

Setup

  • Added workflow to prevent Currency Change after a Project is in Progress
  • Added ‘Change Stages’ tab in the Edit / New Project Profile workflow which will enable the user to enable the Change Order Approval and Stages used in the workflow at the Project level.
  • Added a Transmittal option toggle for Customer Portal or Email when the company users Jobsite Timesheet Packages.

Program

  • Added PO Line Item # to Program Detail – All Project Detail Report. 

WBS

  • Optimized the Update WBS item workflow.
  • Optimized the WBS for load performance improvements.
  • Updated the WBS drag and drop sensitivity to reduce the risk of accidental movement.
  • Align the WBS workflow filtering behavior to the Progressing filtering behavior.
  • Added the ability for a Company to define the size of the Projects WBS grid in Company Preferences.
  • Added a new display permission for Vendor Invoices in the WBS user interface and WBS import. When the permission is enabled, the user can select the workpackage in Vendor Invoices > Third party Expenses and Direct to Invoice ‘Add Item’ workflow.
  • Added a Control in the WBS that prevents changing the Billing Type from Unit Price to Cost Plus if there exists Progress transactions.
  • Defect Fix: Updates to Baseline Start and Finish Date completed via WBS import were not being reported in the Project Audit Log.
  • Defect fix: Planned Daily Average Units is not recalculated when Dates change.

WBS Import

  • Added the following columns to the WBS user interface and WBS Import:
    • Progressing Method.
    • All user-created custom fields.
  • Added control to prevent a Workpackage Custom Field to be added to an Area or Phase through the WBS Import.

Resources 

Resource Reports

  • Equipment Resource Report – Equipment Code added in UI but not Project Resource Report.
  • Added Reports To Supervisor to the Labor Summary Report.
  • USABILITY: Corrected the % Totals in the Labor Summary Report.
  • Remove ‘Average Unit Cost’ total from BI > Resource Reports > Equipment Report > Equpment Costs by Project

 

Budget

  • Updated the Budget Cost Rate and Billing Rate rounding to have the same behavior.
  • Optimized the Undo Baseline workflow in Budgeting

Progressing

  • Update: Added SPI (Hours) to Progress Tab.
  • Update to Resource Forecast when the Forecast is a negative value. Negative Forecasts now carry forward to the next Progress Measurement.
  • Updated the Assigned Resource Estimate import; added Employee ID on the Labor tab.
  • Updated Progress import name to ‘Import Direct Entry Progress”
  • Deprecated Progress Weighting in the Progressing workflow
 

Billing

  • Enabled “Cash Inflow Report”
  • Usability update to make Payment Terms in Billing Sticky. 
  • Updated the Jobsite Package # display in Billing > Documents to reflect the correct Package #
  • Updated Billing Tax selection to only include Taxes selected in the Project Profile.
  • Update filter behavior for Entry Id field in the Billing Transaction selection grid.
  • Added alert in Billing when there are pending Customer Transmittals.
  • Added Custom Templated Billing Transaction and Fixed Price templated assigned to the Project to the Billing > Invoice > Reports drop-down to print as a PDF.
  • Added Procurement Milestone Receipts to the Billing workflow.
  • Added a Print Document Package in Billing > Invoice > Reports that will print the selected Custom Templated report and Documents to display on the Invoice.
  • Added First Name and Last Name column in the Billing Transaction selection grid and the Export transactions to Excel report.
  • Defect Fix: Customer Invoice Approval Delegation of Authority is not routing as expected.
  • Defect Fix: Display only documents attached to the selected Jobsite Package/Transaction

Change Management 

  • Optimized the Change Order Summary grid.
  • Updated Change Status column to Change Workflow column, status included; In Process, In Approval, Cancelled and Committed.
  • Updated the Change Order Details tab and Import files to include the following fields:
    • Add Change Stage,
    • Current Change Status,
    • Save Status
    • Status Date
    • Check Box to Override Stage
    • Check box for Include in FTC?
  • Updated Change Order form for Proposed Change Orders.
  • Update Change Order Import for defined Resource Budgets Labor tab Employee ID column and Equipment Tab Equipment ID column.
  • Updates to Change Order Detail report for enhancements to Change Management.
  • Updates to Change Management Summary Report with enhancements to Change Management.
  • Added a ‘Hide on Timesheets’ workflow to Change Management.
  • Added Vendor Invoice Display permission in Change Management; when enabled, a user can add a Third Party expense to a Change Order.
  • Added Change Order Audit History report in Change Management Reports.
  • Added a ‘Saving Change’ alert on a Budget Transfer to prevent the Edit window from hanging.
  • Added validation on Change Order import for mandatory Custom Fields.
  • Defect Fix: Remarks and Tag Number is being cleared when a Budget Transfer is saved.
  • Defect Fix: Updated Custom Change Order field presentation of Percentages.
  • Remove ‘Is Adjustment’ from the Change Order Import.
  • Data migration of existing Change Orders to the new Change Order Stage Status as follows:
    • OLD: Proposed Change Orders => NEW: Workflow Status = In Process
    • OLD: Submitted Change Orders => NEW: Current Stage Status = Submitted
    • OLD: Rejected Change Orders => NEW: Current Stage Status = Rejected
    • OLD: Committed Change Orders => NEW: Workflow Status = Committed
  • Rename to ‘Update Resource Qty when Task Qty Changed’ to ‘Fixed Unit Rate when Progress Qty Changed’ in the Change Order Profile Details tab.
  • Design Note: After Final Approval, Change Orders are recorded in the Project Current Budget using the Change Order Identification Date. Unsubmitting a Progress Measurement may impact the reported Current Budget and related reporting figures.
 


Budget, Budget Revisions, Forecast & Progress Measurements

Budgeting

  • Added ‘Part Number’ to Budget / Progressing > Purchasing Item selection grid.

 

Forcasting

  • Updates to Forecast to Complete when Change Order Stage has “Include in FTC?” checked


Procurement

 

  • Added alert when an edit is made to a Procurement line item on an Inactive Workpackage and when the Procurement Display permission is disabled.
  • Prevent the ability to upload a document on a Closed Purchase Order through the Vendor Portal
  • Added a configurable notification called ‘Purchase Order Bypass Approved’ to be sent to the Project Manager by default when a Purchase Order has been Bypass Approved. 

 

Requisitions 

  • Defect fix re: Column Selection in Requisition Summary grid is not sticky.
  • Update to Requisition and Purchase Order detail grid, when the Import option is import by WBS enable the user to update the WBS by selecting the WBS field.
  • Update: A Progress Bar has been added to Procurement Requisition Import Workflows.
  • Added Area and Phase columns to the Requisition Add Item workflow.
  • Added workflow to transfer Requisition header Milestones to RFQ header when using the Add to RFQ workflow.
  • Added ‘Part Number’ to Budget / Progressing > Purchasing Item selection grid.
  • Added Planned and Scheduled dates in the Requisition Header that are selected for the Requisition workflow in Configuration > Milestone Planning.
  • Updated Requisition Summary Report to reflect the changes to Milestone Planning.
  •  

Details Grid 

  • Added the following system Milestones Dates to the Requisition Details grid User Interface, Export to Exce,l and Requisition Import:
    • System Milestone (Planned) Dates if the Requisition workflow is selected in Configuration > Milestone Planning
    • System Milestone (Scheduled) Dates if the Requisition workflow is selected in Configuration > Milestone Planning
    • Custom Milestones (Planned) dates if the Requisition workflow and Line item is selected in Configuration > Milestone Planning.
    • Custom Milestones (Scheduled) date if the Requisition workflow and Line item is selected in Configuration > Milestone Planning.
    • System Milestone (Planned) date if the Requisition workflow and Line item is selected in Configuration > Milestone Planning
    • System Milestones (Scheduled) date if the Requisition workflow and Line item is selected in Configuration > Milestone Planning.

Purchase Orders and Subcontracts 

  • Vendor and PO Custom Fields are now read-only when a PO is Committed.
  • Removed control that prevented the PO Issue date from being in the future.
  • Removed table columns:
    • Incremental Tax
    • Incremental Project Cost Tax Amount
    • Previous Project Cost Tax Amount.
  • Updated Purchase Order default spend and cashflow behavior. When the Required at Site (Forecasted) values are updated in Milestone planning the default spend and cashflow are updated.
  • Update to Requisition and Purchase Order detail grid, when the Import option is import by WBS enable the user to update the WBS by selecting the WBS field.
  • Update Purchase Order Import by WBS when there is multiple Cost Codes for one workpackage to import Cost Code as blank.
  • Added the ability to Delete a Line Item on a Purchase Order Revision.
  • Added a Milestone Planning section in the Purchase Order Header user interface and PO Import Header tab, including the following:
    • System Milestone with the PO workflow selected in Configuration > Milestone Planning
    • Custom Milestons with the PO workflow selected in Configuration > Milestone Planning.
  • Added the ability to link a Procurement Milestone to a Payment event. When the Milestone is selected as a Payment Event in Procurement Milestone Planning the Milestone will also be included in Configuration > Payment Events.
  • Added workflow upon RFQ Award to PO to transfer the RFQ Header Milestone Dates to the PO Milestone Planning section.
  • Added Spend Scheduled and Forecasted dates to the Purchase Order Spend Forecast (To Excel) Details tab.
  • Added an Actuals column for each period in the Purchase Order Spend Forecast (To Excel) Details tab
  • Added Area and Phase columns to the Purchase Order Add Item workflow.
  • Added the ability to add a Milestone Payment to a Vendor Invoice without a received Quantity.
  • Added the ability to create a Header or Line item Custom Milestone; this creates a Planned, Scheduled, Forecasted, and Actual date for tracking throughout the Procurement workflow.
  • Added the ability to transfer Requisition Header Milestones to the Purchase order Milestone Planning header through the Add to Purchase Order workflow.
  • Added new system Line Item Milestone ‘Final Document Due Date.’
  • Defect Fix: When users are assigned to a Project with multiple Resource Classes, the RFQ and PO Role assignment listing shows the labor resource multiple times.
  • Defect Fix: Whoops alert when awarding an RFQ Line item to a Contract and then to a Purchase Order.
  • Defect Fix: The Apply Taxes? checkbox is not sticky on Purchase Orders and Subcontracts.

PO Item Allocation grid

  • Added the following system Milestones Dates to the PO Item Allocation User Inferface, Export to Excel and PO Import:
    • Final Document Due Date (Scheduled)
    • Custom Milestones (Scheduled) date if the Requisition workflow and Line item is selected in Configuration > Milestone Planning.
    • System Milestones (Scheduled) date if the Requisition workflow and Line item is selected in Configuration > Milestone Planning.

PO Form

  • Updated Unit Cost field in the Purchase Order Form Item section to populate as entered in the PO Item.
  • Added Vendor Custom Fields to PO Form Summary – Header section.
  • Defect Fix: Purchase Order Form Item Section Title is not being included on the PO when the Include in Form checkbox is checked.
 

Payment Schedule

  • Updated the Payment Schedule Revision workflow, the user will no longer be able to Commit a Revision without updating the Payment Schedule for the PO or PO Line item. The system will present a suggested allocation when the Payment Schedule is edit and the user can edit as required.
  • Updated date behavior in the PO > Payment Schedule, when the Scheduled date is updated the Forecasted date is updated.
  • Update the PO > Payment Schedule Holdback Payment event total Allocation calculation when Milestone Receipts selected to be generated. Holdback Milestone Receipts will not generate and will not be included in the PO Spend Forecast.
  • Updated the behabior of the Payment Schedule upon Revision.
  • Added the ability to auto generate a Milestone receipt when the Actual Date is in the future.
  • Added Spend – Actual column in the PO Payment Schedule. The Actual Date will populate in the PO Spend Forecast report as entered or auto-populated.
  • Added the ability to add a Payment Schedule at a Purchase Order level.
  • Added the Payment (Scheduled) and Payment (Forecasted) to the PO Cashflow Report Detail tab.
  • Added the ability to generate a Payment Schedule and auto-generate Milestone Receipts at the PO Line item level. The system will generate a receipt consolidating all line items with the same Actual Date on the specific Milestone.
 

RFQ

  • Update Bid Close Date (Actual) to populate when Bid Close Date is in the past; in reports and UI.
  • Added Area and Phase columns to the RFQ Add Item workflow.
  • Added workflow to transfer Requisition header Milestones to RFQ header when using the Add to RFQ workflow.
  • Added workflow upon RFQ Award to PO to transfer the RFQ Header Milestone Dates to the PO Milestone Planning section.

Expediting

  • Expediting Target sort order has been set to a default order when the Company has not overridden the order pre-release.
  • Update: A Progress Bar has been added to Procurement Expediting Import Workflows.
  • Updated Expediting Target default order if they have not already been set in the live system.
  • Updated the Expediting workflow to optimize performance. The items listing is now paged and only 5 items are displayed at a time.
  • Added new Expediting Milestone: Kick-Off Meeting Date (Forecasted) and Kick-Off Meeting Date (Scheduled).
  • Added the following system Expediting Milestones and Targets to the Expediting Milestone Planning, Detail grid, and Intelligent Import.
  • Added a Milestone Planning section in Expediting Purchase Order Header.
  • Added Expediting Milestone Planning section fields to the Update Details workflow in the Expediting Details grid.
  • Added the following fields to the Expediting Detail grid and Intelligent Import file:
    • Materials Receipt Report (MRR) Due Date (Scheduled) / (Forecasted) / (Actual)
    • Final Document Due Date (Scheduled) / (Forecasted) / (Actual)
    • Final Document Approval Date (Scheduled) / (Forecasted) / (Actual)

Recieving 

  • Added Packing Slip Number column.
  • Added Milestone Receipts for Milestone Progress Payments. A receipt is auto-generated when the Milestone Actual Dates are entered.
  • Added a system email when a Milestone Receipt fails to generate.
    When the validation fails:
    • Send the validation message to the PO buyer.
    • If the PO Buyer is not set up or does not have an email, then send the email to the Project Manager.
  • Added the ability to Progress using Milestone Receipts and Receive physical Quantities in PO Receipts and Subcontract Receipts without incuring costs. Costs are incurred through the Milestone Receipt and Quantity is incurred through PO Receipts.
  • Added a new tab in Procurement Receiving called ‘Milestone Receipts’; receipts in this workflow will auto-generate based on the Milestones set up in the Purchase Order Payment Schedule. When the Milestone is completed (Actual Dates populated) the receipt is created but then can be modified by the user as required.
  • Update the Subcontract Receiving > Time and Material Receipt > Edit workflow for Expenses so that Resource = Vendor Name and Expense Description field is added and can be edited.
  • Usuability update to Receiving workflows to display a Progress Bar while the Receipt is being saved.
  • Defect Fix: Whoops when importing multiple files on a Time and Material Subcontract. The update prevents the ability to select multiple import files.

Reports: 

  • Updated Total Adjustments (PO CCY) > Total Adjustments (Pre-Tax) ( PO CCY)
  • Updated Total Adjustments (BASE CCY) > Total Adjustments (Pre-Tax) (BASE CCY)
  • Added Payment Schedule Details to the PO Cashflow Details tab.
  • Added Vendor Custom Fields to the Purchasing Summary report Transaction Summary and Transaction Detail tabs.
  • Added Total Adjustments (PO CCY)
  • Added Total Adjustment (Base CCY)
  • Unreceived Amount (PO CCY) > Unreceived Amount (Pre-Tax) (PO CCY)
  • Unreceived Amount (BASE CCY) > Unreceived Amount (Pre-Tax) (BASE CCY)
  • Defect fix re: Summary Purchasing Report discrepancies in Transaction Summary and Transaction Detail.


Jobsite / Timesheet

Jobsite

  • Optimized the Jobsite Timesheet Save performance.
  • Added ability to approve a Transmittal via email.
  • Added a Transmittal Package Print to PDF that transfers automatically to Billing using the Jobsite timesheet Billing Mode.
  • Defect Fix: Whoops when an Administrator selects unapproved on an Approved Jobsite Timesheet; the Unapprove workflow is used to Unapprove Administrative Approvals only.
  • Defect fix: Vendor Invoice Matching Revenue Adjustments were not referencing the Jobsite Timesheet number in the Custom Templated Billing Transaction datasets.
 
 

Transmittals

  • Update to prevent Unapprove in Jobsite Timesheet All Submissions workflow on a Jobsite Timesheet Package that has been approved through a Transmittal
  • Updated Transmittal Report to include standardized Titles
  • Updated the default transmittal expiration to 30 days (previously 5 days).
  • Update to prevent Unapprove in Jobsite Timesheet All Submissions workflow on a Jobsite Timesheet Package that has been approved through a Transmittal.
  • Added the ability to Reject a Jobsite Timesheet Transmittal via email.
  • Added a warning alert when submitting transmittals, showing how many days remain before the expiration date.
  • Added alert in Billing when there are pending Customer Transmittals.
  • Disabled Billing Adjustments when the Billable Transaction is approved through an emailed Transmittal. Note this is the same behavior as Customer Portal Approved Transmittals.
    •  

Jobsite Timesheet Report Designer

  • Updated Jobsite Timesheet Report designer to support the updates to Vendor Invoices.

Daily Log

  • Added the ability to create a drop-down list in the Jobsite TImesheet Daily Log Section.
 

Timesheets

  • Defect fix re: Reduce deadlocks when saving a Jobsite Timesheet that includes surcharges or discounts alongside Timesheet Entry timings.
  • Defect fix: Updated the My Timesheet Submitted Date to be the Date the Timesheet was originally submitted, versus the last modified date.
  • Defect Fix: The hours status report was not showing Unsubmitted timesheets in the Unsubmitted column.
  • Removed Third Party Expenses from the Timesheets area and moved it to Vendor Invoices> Third Party Expenses for Accruals or Direct to Invoice for Direct Costs when Vendor Invoice Matching is enabled.

 


Approvals & Administration

 

Approvals: 

  • Added Project filter on all Approval workflow ‘Waiting for My Approval’ tab.

 

Purchase Order Approvals

  • Updated filter behavior in Purchase Order Approval workflows for numeric fields.

Jobsite Approvals

  • Update to prevent Unapprove in Jobsite Timesheet All Submissions workflow on a Jobsite Timesheet Package that has been approved through a Transmittal.

Change Order Approvals

  • Updated the Change Order Detail information to reflect the enhancements to Change Management.
  • Updated the following in Change Order Approvals All Submissions tab:
    • The filters are now using Change Stage Status filters instead of Approval Status filters.
    • Added To Excel
    • Added Update button
    • New columns added for Workflow and Stage Status
    • Column renames for consistency
    • Non-workflow change orders are now filtered out.
  • Updates to Change Order Approval My Submissions tab:
    • Optimized performance
    • Removed Cost/Revenue/Hours columns
    • Added To Excel button
    • Updated column names to align with enhancements in Change Management
    • Added workflow and stage status columns.

Close Period

  • Moved Third Party Expense Period close workflow to Vendor Invoice Matching

Administration

Adjustments

  • Updated field selection options when user is adjusting a Third Party Expense.
  • Updated Third Party Expense Adjustment workflow removing the ability to change the Vendor and Vendor Document #.
  • Update the Adjustment workflow for Third Party Expense, removed the ability to update Rate Type after the Third Party Expense has been invoiced by the Vendor.


Vendor Invoice

  • Migrated all existing Third Party Expense timesheets to Third Party Expenses. Each Vendor Document created in weekly timesheets is now it’s own separate Vendor Document and not linked to a weekly Timesheet.
  • Enable Holdback and Holdback release on Third Party Expenses in Direct to Invoices and Vendor Invoice Matching.
  • Moved Vendor Invoice Matching from Approvals to Vendor Invoices.
  • Moved Weekly Timesheet > Third Party Expenses to a new Tab in Vendor Invoices
  • Moved the Third Party Expense Transaction Import to Vendor Invoices > Third Party Expense.
    Added the ability to import Expenses on the Third Party Expense Import.
  • Updates to Support Vendor Currency for Third Party Expenses
  • Added the ability to add a Non-Procurement Cost in Direct to Invoice.
  • Added Receipt Documents to flow through to Vendor Invoice Matching to attach to a Vendor Invoice.
  • Add Entry Id field to Third Party Expenses and Invoice tracking.
  • Added the ability to support taxes on Third Party Expenses through Direct to Invoice.
  • Added new entry Type ‘Third Party Expense’
  • Add Custom Vendor Invoice Item Custom field to the following imports:
    • Direct to Invoice
    • Third Party Expense
  • Added a Remove Item workflow in Direct To Invoice to delete non-procurement Items from a Vendor Invoice.
  • Added the ability to enter a Vendor Invoice for a non-Procurement item, a three way match will no longer be required for Third Party Expenses.
  • Added the ability to edit a Vendor Custom Field in Purchase Order and Vendor Invoice.
  • Added a new section called ‘Vendor Invoices’.
  • Updated behavior for Item Description and Description on Third Party Expenses.
  • Updated the Third Party Expense import when the Company Preference ‘Enable users to select Cost Code’ is enabled. The Cost Code field is now one column instead of a column for each Cost Code component.
  • Updates to the Direct to Invoice import as follows:
    • Remove Project Code from the Header tab
    • Added the ability to import Direct to Invoice non-Procurement Costs.
    • Added the ability to import Expenses.
  • Updated behavior when Vendor Invoice Matching for Weekly Timesheets is disabled, Third Party Expense Vendor Document requires to be Submitted to be available in Billing transaction selection grid.
  • Deprecate the comments column in Direct to Invoice, PO Line item detail. All Data is migrated to Comments (Billable)

Vendor Invoice Matching 

  • Added control in Vendor Invoice matching so that Quantities entered in PO Receiving and Subcontract receipts will not show up for selection on a Vendor Invoice when Milestone Receipt is generated.
  • Added support for discounts and surcharges for Third Party Expenses.
  • Added: Update Button to Vendor Invoices.
  • Added a data check to help ensure vendor invoice currency information is consistent.
  • Added permission for Vendor Invoices > View Vendor Invoice.
  • Added a new display permission for Vendor Invoices in the WBS user interface and WBS import. When the permission is enabled, the user can select the workpackage in Vendor Invoices > Third party Expenses and Direct to Invoice ‘Add Item’ workflow.
  • Added Unsubmit 3rd Party Expenses Vendor Document Permission.
  • Added the ability to add a Billable Third Party Expense to a Fixed Price and Unit Price workpackage to align with the Procurement Markup? workflow. When the workpackage is Fixed Price or Unit Price the Markup? checkbox will be deselected by default but can be manually updated by the user. When the Markup? checkbox is checked the default Markup % will be the Workpackage Third Party Markup.
  • Added Packing Slip Number column

Third Party Expenses

  • Update behavior for Timesheet Entry and Project Manager; the user is now required to be assigned to a Project / Workpackage to enter a Third Party Expense.
  • Added a Document upload workflow in Third Party Expenses
  • Disabled Third Party Expense Pass through Costs
     


Project Reporting

  • Optimized the Time-Phased Report (Resources) report in Projects
  • Added PO Line Item # to Project Summary and Detail Reports
  • Added new Report in Project > Reports > Quick Reports called Project Summary by Resource Type (Cost)
  • Update the display of all Percentage Custom Fields; instead of .17 for 17% it will be displayed as 17%.
  • Update: Added SPI (Hours) to Project Summary Report.
  • Updated Project Report Current Budget Cost, Hours, and Revenue to reflect the enhancements to Change Management.
  • Update: Project Resources Report to separate Labor Resources into First Name and Last Name.
  • Updated the following fields in Project Reports to reflect the Change Management enhancement:
    • Planned Value
    • Planned Hours
    • Earned Value
    • Earned Revenue
    • Earned Hours
  • Removed Billable and Pending Totals on the Transmittal Status report because Transmittals with multiple Contacts were showing up multiple times, skewing the total values.
  • Defect Fix: Updated filter behavior for currency fields.
  • Defect Fix: Corrected the Project Summary Report – Resource Report (Revenue) % Complete value on Rollup Workpackages.
  • Defect fix re: When Time-Phasing is Weekly of Earned Value S-Curve Period Start Dates is different from Time-Phasing.
  • Defect fix re: When Start Date is later than End Date, there should be no Timeline Chart S-Curve/Project Spend Forecast data/graph displayed.
  • Defect Fix: Updated the AFE/PO behavior to align with the original design; In the Project Detail Report the AFE/PO should Display as per header, if overridden at Area then display Area, if overridden at the Phase display Phase, if overridden at the Workpackage display Workpackage


Custom Reports

  • Update to Custom Templated Title Names:
    • Incurred > Incurred (Pre-Tax)
    • Incurred w/Taxes > Incurred
    • Invoiced Amount w/Taxes > Total Invoiced
  • Update to the ‘Item Date’ behavior when an RFQ is issued to a Vendor/Vendor Date and not awarded to a PO.
  • Updated the following field behavior in Custom Templated report WBS (Cost) dataset to reflect the beginning of the Project to the “To Date:
    •  Actual Cost To Date.
    • Actual Revenue To Date.
    • Quantity to Date.
  • Added Employe ID to Billing Transaction Custom Templated report dataset
  • Added Project Description to Custom Templated Reports.
  • Added ‘Incurred Project Tax’ column
  • Added column ‘Invoiced Project Tax’ column
  • Added Column ‘Committed Project Tax’ column.
  • Added RFQ Custom Fields to All Procurement Item datasets

Custom Global Dashboard Reports

  • Added new Custom Global Dashboard Report called ‘Project Labor Role Assignments’ which reports the Role assignments on all Projects.


Documents

  • Add ‘Select All’ to Documents> Repository Search & Manage / Relabel to Search & Manage


Business Intelligence Reporting

  • Configure the Weekly Assignment Report to reflect the new Change Order Stages workflow. The user will not see any changes, only Committed Change Order Hours will be reported.
  • Added Project Status column to the Change Management Summary Report user interface and export to excel.
  • Updated Change Management Summary and Detail report to reflect the changes to the Change Management feature.
  • Updated the following fields in all Business Intelligence reports to reflect the enhancements to Change Management:
    • Current Budget Cost
    • Current Budget Revenue
    • Pending Budget Cost
    • Pending Budget Hours
    • Current Budget Hours
    • Pending Budget Hours
    • Planned Cost To Date]
    • Planned Hours To Date
    • Budget Available
    • ETC
    • EAC
    • FTC
    • FAC
    • Planned Cost to Date,
    • Planned Hours to Date,
    • Planned Cost To Date
    • Planned Hours To Date
    • Forecast To Complete (FTC) – Cost
    • Forecast At Complete (FAC) – Cost.
  • Added Reports To Supervisor to the Labor Summary Report.
  • USABILITY: Corrected the % Totals in the Labor Summary Report.
  • Remove ‘Average Unit Cost’ total from BI > Resource Reports > Equipment Report > Equpment Costs by Project

BI Analytics Platform and Schema updates

Schema changes to the BI Analytics Data transfer can be viewed in  DBU_DATA_[company database].  If your company has the BI Analytics Platform please review to ensure existing dashboards and reports built will run as expected after release.

The following changes are included in the Schema changes but are not limited to:

  • Merge VENDOR_ATTEST_SUBMISISON table columns to the VENDOR_INVOICE table.

    Updates to the following Data Views:
 
  • CHANGE_ORDER_APPROVAL_STATUS_VIEW
  • CHANGE_FUNDING_SOURCE_DETAIL_VIEW
  • PROJECT_STRUCTURE_BUDGET_TOTALS_VIEW
  • BUDGET_BY_PROJECT_VIEW
  • PROJECT_BUDGET_TOTALS_VIEW
  • BUDGET_BY_COST_CODE_VIEW
  • TASK_RESOURCE_ESTIMATE_VIEW
  • PROJECT_STRUCTURE_ESTIMATED_UNIT_QUANTITY_MIN_VIEW
  • PROJECT_STRUCTURE_ESTIMATED_UNIT_QUANTITY
  • PROJECT_CONTINGENCY_VIEW
  • PROJECT_ESTIMATE_VIEW
  • TASK_ESTIMATE_VIEW
  • BUDGET_FIXED_PRICE_TRANSACTION
  • PROJECT_ESTIMATE_NUMBER_VIEW
  • PROJECT_STRUCTURE_ROC_RULE_SET_RULE_UNIT_QUANTITY
  • BUDGET_BY_RESOURCE_ESTIMATE_KEY_VIEW
  • BUDGET_BY_TASK_DATED_VIEW
  • BUDGET_BY_TASK_RESOURCE_DATED_VIE

  • Added new Table to support Vendor Invoice enhancement; Table Name: VENDOR_INVOICE_TXNS

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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