Update 2022, R1 Release | Q2, 2022

This page provides a sneak peek into what’s currently being worked on by the 4castplus team which will be delivered in the coming upgrade scheduled for Q2 this year.  We’re constantly updating the information on this page as we make progress, so be sure to check back regularly.

Following is the summary of new features and enhancements we’re working on, along with the defects we’re fixing for you.

New Look and Feel to the Interface

  1. Downloads, Log Off, Notifications moved to Profile drop-down
  2. My Reports added to navigation bar, with Business Intelligence and My Reports located as sub-menu

Configuration

  1. Organization
    1. Company Profile > Notifications:
      • Added “Real Time” frequency to Vendor Invoices Approved
      • Added “Real Time” frequency to My Timesheet
      • Added “Daily” frequency to Purchase Order > Submitted for Approval
      • Updated Misaligned Accounting Code Notification to ignore Original and Reversal transactions that have been added to an Adjustment entry
    2. Form Numbering
      • Update Project Autonumbering to ensure that if a Project is not created the sequence should not be used
    3. Resource Classes:
      1. Added Accounting Code “Name” in the dropdown list
  2.  Resources:
      • Provide Labor “Type” dropdown of Salary, Hourly and Contractor
      • Add Labor “Type” field to Labor Resource UI, Report and Import
    • Equipment
      • Updated Import sample to ‘intelligent’ format
      • Added Division to import sample
    • Materials
      • Updated Import sample to ‘intelligent’ format
      • Added Division to import sample
    • Permissions:
      • Updated Project Manager Pro permission to include VIM
    • Cost Rates
      • Updated user interface issue with Cost Rate table rows misaligning when moving through pages or when Effective Date updated
  1. Billing Rate Tables
    • Updated alert re: Effective Date to exclude Completed, Cancelled and On Hold projects

Projects

  1. Usability and Interface
    • Updated ‘Retainage’ to ‘Holdback’
  2. Project Manager’s Dashboard:
    • Add ‘Entered By’ field Approvals Bottleneck Report
  3. Project Profile:
    • Update Taxes Calculated on Estimate area to include Services and Expenses and exclude any non-third party Estimates in Tax calculation
  4. WBS:
    • Added ‘Display on Jobsite’ to grid
    • Updated Import to include ‘Billing Table Effective Date’
    • Updated Import for Resource Type assignment, Display in Jobsite, Progressing Method
    • Updated Workpackage Forecast Dates to not update based on Current Dates, Change Orders, or the Progress Measurement Forecast time-phasing
    • Provided ability to restore Forecast To Complete time-phasing back to Workpackage Forecast Dates
    • Bug fix re: “Display On Timesheet ” grid display not matching the imported data
    • Bug fix re: Import not failing when “Display on Timesheets” is “Yes” for Deliverables
    • Bug fix re: Import not failing when Folder is Inactive and Workpackage within Folder is Active
  5. CBS:
    • Update the Cost Code Name field to be an editable field
    • Added Accounting Code “Name” in the dropdown list
  6. Resources
    • Updated Labor Resources Report to make responsive to UI grid selections and updated format of report.
    • Provided responsive Excel report in Equipment Resources
  7. Billing:
    • Transactions:
      • Bug re: Whoops error generated when adding Subcontract = Time & Materials > Expenses and other Charges transactions that have a Vendor Invoice Matching > Revenue Adjustment, to a Customer Invoice
      • Bug fix re: Invoicing ‘Yes’ setting on Vendor Invoice Transactions is being set to ‘No’ for invoicing, when Unsubmitted in Timesheet Administration; when Submitted, the setting not updated to ‘Yes’
    • Documents
      1. Improve alert received when Document selected to open has been removed in Repository

Change Order Management

  1. Added “sticky” feature to Affected Workpackage column chooser and ordering
  2. Bug fix re: Manhours entered on Receipts and Direct to Invoice not included in Actual Hours

Estimates, Budget Revisions, Forecasts & Progress Measurements

Project Procurement

  1. Usability and User Interface
    • Optimize Purchase Order feature in performing actions (New, Commit, Undo Commit, etc) and loading of data
    • Updated ‘Retainage’ to ‘Holdback’
  2. Requisitions
    • Updated calculation behavior of Unit Revenue for Line Items on Fixed Price and Unit Price workpackages to not calculate Revenue by default
    • Added WBS # to the Cost Code selector in Requisition > Add Items workflow and Requisition Line Item
    • Added Accounting Code to Requisition > Select Items screen
  3. Purchase Orders and Subcontracts
    • NEW: Provide “Package Print” option to allow user to select PO plus Documents and create merged document PDF package
    • NEW: E-signature feature added to Approvals
    • NEW: Purchase Order Portal (not confirmed for release)
    • Deprecation of Advance Payment
    • Updated PO Commitment (Net) to include non-reimbursable Taxes when Tax Type setting is ‘Include in Project Cost”
    • Updated of PO Good Through date field to “Purchase Order End Date”
    • Updated of Payment Schedule to use “Purchase Order End Date”, when provided
    • Updated Print to make the default PO format the default for new projects
    • Updated Requisition # in the ‘Add Items’ listing to include Requisition Description
    • Added WBS # to the Purchase Order Line item
  4. Receiving:
    • NEW: Updated Incurred Cost to include non-reimbursable tax calculation when Tax Type setting is “Include In Cost”
  5. Reports:
    • Added ‘Holdback’ to PO Item Details report

Purchase Order Designer

Jobsite Timesheet

Jobsite Report Designer

Timesheets

  1. Usability:
    • Update to Save action to address occurrence of ‘deadlocks’ where users are attempting to save data in the same feature at the same time
  2. Timekeeper:
    • Bug fix re: unable to add hours when existing Contractor hours on the Timesheet have been added to a Vendor Invoice
  3. Expenses
    • User interface update re: data entered to 2 decimal places is displayed rounded to whole number
  4. Third Party Expenses:
    • Update alert on import when Header tab has no data
  5. Unit Progress
    • Provide Import

Approvals, Vendor Invoice Matching & Administration

Approvals:

  1. All Approvals:
    • User Interface: Reposition tabs to Waiting for My Approval, My Approvals and All Approvals
    • Removed Date Range from Waiting for My Approval
    • Update DOA Approval workflow to interpret a threshold of 0 to be 0 and not unlimited
    • Added Submission event to Approval History
    • Bug fix re: Approver seeing Approvals pending with other users
  2. Purchase Order Approvals:
    • NEW: E-signature added to Approvals
    • Update to interface to display Purchase Order item Details, Summary and Documents in sub-grid
    • Bug fix re: PO Amount (Base CCY) in Purchase Order Approvals > Waiting For Approval is not populating until after the Project Dashboard is Recalculated
  3. Change Order Approvals:
    • Update to interface to display Change Order Item Details, Summary and Documents in sub-grid
  4. Vendor Invoices Approvals
    • Bug fix re: Approval Notifications selected in Notifications are being sent even when the Approval workflow not enabled
  5. Jobsite Timesheet Approvals
    • Add ‘sticky’ to All Submissions re: Payroll and Non Payroll filter selection
    • Bug fix re: My Approvals (Non-Payroll) Receiving is not open for editing
  6. Labor Timesheets Approvals

Vendor Invoice Matching > Invoice Tracking:

  1. Accrual Transactions:
    • NEW: Added ‘PO CCY’ values
  2. Vendor Invoice Header:
    • NEW: Tax fields added to interface, with calculated taxes applied from the Purchase Order Receipt
    • NEW: Currency fields added with ability to match Vendor Invoices in their non-project Currency
    • Updated Submit for Approval workflow with Bypass Approval options
  3. Vendor Invoice Items:
    • NEW: Tax fields added to interface, with calculated taxes applied from the Purchase Order Receipt, and ability to Overwrite tax calculations.
    • NEW: Currency Adjustment fields
  4. Accrual Report:
    • Added Holdback and Accounting Code to Report
  5. Vendor Invoice Matching > Direct Invoices:
    • User Interface:
      • Added ‘Holdback’ Summary and Purchase Order selection grids
    • Vendor Invoice Header:
      • NEW: Tax fields added to interface, with calculated taxes applied from the Purchase Order Receipt
      • Updated Submit for Approval workflow with Bypass Approval options
    • Vendor Invoice Items:
      • NEW: Tax fields added to interface.
  6. Adjustments:
    • Updated Submit behavior to auto-save unsaved Adjustment Entries
    • Added Accounting Code “Name” in the dropdown list in Adjustable Fields
    • Bug fix re: Vendor Invoice # not displayed in Adjustments Report
    • Bug fix re: can add Labor, Equipment and Materials entries to Deliverables

Administration

Project Reporting

  1. NEW: Scheduled Reports
    • Addition of My Reports area
    • Ability to schedule Custom Reports to be run at user-defined timing
  2. Project Dashboard:
    • Bug fix re: Manhours entered on Subcontracts through Direct to Invoice not included in Actual Hours
  3. Project Details Report:
    1. Update to Labor ‘Base Rate’ to store value and Total Base Cost with Timesheet entry
    2. Bug fix re: Project Detail report producing error when user opens separate project and then reloads the first project Report
  4. Project Summary Report:
    1. Added ‘Deliverables’
    2. Added ‘Holdback’ to Project Summary Report > Details Tab
    3. Added ‘Holdback’ to Summary By Vendor report
  5. Project Reports
    1. Timeline Charts > Project Spend
      • Updated Earned Value on the Project Spend Report to be based on Work Days and not Calendar Dates
    2. Timeline Charts > Earned Value S Curve
      • Provided drop-down for selection of Open and Submitted Progress Measurements
      • Aligned data in report (financials and time-phasing) to data in selected Progress Measurement
      • Updated Earned Value on the Earned Value S-Curve Report to be based on Work Days and not Calendar Dates
    3. Project Productivity
      • Bug fix re: Forecast At Complete (FAC) Hours column not populating
    4. Project Resources
      • Improved look of Labor Summary Excel Report
    5. Cost Code Report
      • User Interface: Replace the red highlight for ‘negative variance’ and replace with red font
    6. 4castplus Support Scheduled Reports
      • Updated nightly email re: Workpackage Billing Tables with Effective Date later than Start Date of WP to consolidate all Projects and Workpackages into one email

Custom Templated Reports

Templated > Project > WBS (Cost) dataset, and

Templated > Project > All Procurement Items

Added Fields:

Templated > Global > All Procurement Items

Added Fields:

Templated > Global > All Project Summary (Billable) dataset

Added Cost fields from ‘Cost’ dataset

Dashboard > Project > All Procurement Items

Added fields:

Dashboard > Global > All Procurement Items

Added fields:

Business Intelligence Reporting

Project Reports:

    1. All Project Summary
      • Added ‘Holdback’ to All Project Summary – Cost report
    2. Procurement Reports
      • Added ‘Customer’ and ‘Program’ to reports
    3. Change Management Report
      • Updated Change Management grid to align all metrics with the Project > Change Management Report
      • Updated Excel Report format

Export Documents:

Transactions

Vendor Invoices

4castplus Integration API and 4castplus-Connect


If you want to learn more about this software upgrade – and we hope you do – please feel free to email us at support@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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