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What’s New 2024 R1

What’s New in 4castplus

Update 2024, R1 Release.

This is the R1, 2024 Release of 4castplus

This Release Outline provides an overview of all updates that are included in the R1, 2024 release.  

Release Summary

Here is a summary of the upgrades, improvements and new features in R1 2024. Scroll down for further details on this and more further below.


Release Details

1.1 Performance, Usability and User Interface

  • NEW: Nightly system email notification of data that is missing Division settings (for accounts where Division Filtering is enabled)
  • Updated user interface to display logged in username and environment, when user has access to multiple 4castplus accounts.

1.2 System Configuration

1.2.1 Organization 

Company Profile

Details

  • NEW: Added functionality for multiple Company Addresses.
  • Defect fix re: Inactive or Terminated Labor Resource is not removed as Primary Contact.
 

Preferences

  • Removed preference for ‘Allow Import of Revisions’ in Procurement re: feature update of Purchase Order.
  • Import to allow for import of all Revisions.
  • NEW: Added ‘Customer Portal’ preference in Jobsite for Transmittals feature.
  • Added control in Jobsites to require Progress entry when Labor Hours entered or Labor Hours when Progress entry entered
  • Added ‘Lead Time Calculation’ options in Procurement.
 

Notifications

  • Added confirmation Alert to ‘Revert’ button
  • NEW: Notifications added for Customer Portal
    – Transmittal Submitted for Approval
    – Transmittal Acknowledged
    – Transmittal Rejected
    – Transmittal Approved
    – Transmittal Unsubmitted
  • Added additional Destination options to Purchase Order Submitted For Vendor Review and Purchase Order Cancelled
  • Added ‘Purchase Order Title’ and ‘Revision Number’ to Purchase Order Approval > Submitted for Approval’
  • Added ‘Purchase Order Date’ for Approval Rejected notification for Purchase Orders
  • Added ‘Change Order Date’ for Approval Rejected notification for Change Orders
  • Added ‘Rejection Comments’ and ‘Approver’ and other fields into the Approval Rejected notifications for Change Orders, Customer Invoices, Purchase Orders and Vendor Invoices and updated templates
  • Added ‘Real Time’ frequency to Customer Invoice Approved
  • Added ‘Document Comments’ and ‘Submitter’ to Document Approval – Stage Ready
  • Updated ‘Project Status Change’ to include all Statuses.
 

Auto-Numbering

    • Defect fix re: Requisition numbers auto-assigned via import don’t appear in Purchase Requisition Number Log
    • Defect fix: Jobsite Timesheet numbers are duplicated in the Jobsite Timesheets Number Log when Jobsite Timesheet is imported.
 

Customers

  • NEW: Updated Customer Profile to include Customer Portal Access for Transmittals
  • Updated ordering of menu actions
  • Updated Import to allow for Customer Name > 50 characters
  • Added ‘Invoice To’ to Customer Addresses (for use in Procurement)
  • Defect fix re: Customer Import is producing error when customer Address field is blank

 

Taxes

  • Added ‘Effective Date’ change for Tax Types, with changes reflected in Procurement & Billing
  • Added Duplicate action
  • Added Import feature
  • Added Save, Save & New buttons
  • Updated to prevent ‘Include in Project Cost’ Rate from being greater than Tax Rate
  • Updated the Excel report and relabelled button from ‘Export to Excel’ to ‘Report’
  • Updated Tax Type % field to allow for 4 decimal places
  • Defect fix re: new or edited Notes not saved
 
 

1.2.2 Manage Codes & Fields

 Custom Fields
  • NEW: Added ‘Workpackage’
  • Labor Resources: Added ‘Header’ and ‘Detail’ settings
    • Header: Custom Field is available in Labor Summary Reports
    • Detail: Custom Field is available in Transaction reports and Custom Report datasets.
 

Procurement Fields

  • Updated Default Expediting Target Ordering
  • Renamed Expediting Targets > Estimated Arrival Date to Delivery Date

 

1.2.3 Resources

Usability

  • Updated Imports to prevent creation of Resources prior to all import Validations completing.
  • Defect fix re: Override Accounting Code produces error alert.
 

Labor

  • Updated Import to provide alert if Inactive Resource Class is included in file.
  • Updated Vacation Accrual Factor to allow for entering of 4 decimal places.
  • Relabeled ‘Labor Resource Type’ to ‘Labor Type’ in Labor Profile > Human Resources tab.
  • Improved alert when updating ‘Treatment Of Overtime Hours’ from Banked time to No Overtime.
  • Added ‘sticky’ to Show/Hide Inactive selection
  • Added ‘Header’ and ‘Transaction’ settings for Labor > Custom Fields
  • Defect fix re: Labor Resource can be created without a Resource Class
  • Defect fix re: Labor Resource Import is failing incorrectly re: inactive “Expense Reimbursement Vendor”
  • Defect fix re: Vacation Tracking setting for Contract Labor Resource is not clearing in the database.
 

Equipment

  • Updated ‘Tag #’ to ‘Equipment ID’
  • Added ‘Part Number’
  • Removed ‘Cost Code’
  • Updated design of database such that Resource Name, Resource Class and Equipment ID are used to identify a ‘unique’ resource
  • Updated design to prevent creation or edit if Required Custom Field is left blank
  • Defect fix re: Equipment Custom Fields values not displayed in the Import Sample
 

Materials

  • Added ‘Part Number’
  • Removed ‘Cost Code’
  • Removed ‘Tag Number’
  • Updated design of database such that Resource Name and Resource Class are used to identify a unique resource.
 

Expenses

  • Updated to make ‘Reimbursable Method’ mandatory when ‘Reimbursable?’ checkbox checked.
 

Vendors

  • Added ‘Vendor Portal Users?’ column to grid
  • Updated design of Vendor Portal User creation and management.
 

Permissions

  • Updated permission for Undo Revise to include Project Manager & Project Manager Pro profiles.

 

1.2.4 Cost Rates

  • Updated alert when Rate Table with same date is added
  • Removed Cost Code and Tag Number from Materials
  • Removed Cost Code and Tag Number from Equipment and added Equipment ID
  • Defect fix re: Import and Excel report displaying blank Employee ID data

 

1.2.5 Approval Workflows

  • Updated Change Order Approval > Excel Report formatting and content
 

1.3 Projects

1.3.1 Project Usability

  • Defect fix re: Duplicate does not assign the Primary Project Manager Role to the Project Profile > Project Manager

 

1.3.2 Profile

  • NEW: Added Project Addresses with ability to identify Default address per Address Type i.e. Billing, Procurement)
  • Updated message when selected Tax Type is no longer available
  • Updated Tax Types interface in Project Profile
  • Custom Fields: Added Header and Detail settings
    • Header: available in Summary Reports
    • Detail: available in Detail Reports
  • Defect fix re: Custom field with field type ‘Number Currency’ is missing Project Currency symbol preceding it.

 

1.3.3 WBS

  • NEW: Custom Fields for Workpackages
  • Added ‘Refresh Dates’ to Actions menu
  • Added Current and Forecast date pairs to main screen
  • Updated Roll-up Date behavior for Baseline and Current Dates to auto-update based on the Deliverable date
  • Updated Workpackage Import to include new Custom Fields
  • Defect fix re: WBS Progressing Method allowed to be ’empty’ or invalid selection entered in Import file
  • Defect fix re: WBS > Delete not proceeding due to Timesheets ‘carry-forward’ design.

 

1.3.4 Billing

  • Updated Budget metrics in upper left-hand corner:
    • Removed ‘Discount’
    • Added ‘Revenue To Date – Billed and Unbilled’
    • Updated value display to two decimal places
  • Added ‘Invoice Amount’, ‘Invoice Date’, ‘Invoice Payment’ & ‘Payment Date’ fields to Payment Schedule
  • Added visibility into individuals assigned as Approvers and the ability to select an alternate Approver
  • Updated alert received when attempting to create an Adjustment on a Timekeeper transaction that has not been Submitted
  • Updated rolling alert in Billing to include Vendor Invoice Matching Adjustments that have been Invoiced
  • Added alert if navigating away from the invoice and there are unsaved changes
  • Removed control in Customer Receipts that only Invoices with Customer Code = Profile Customer will be displayed
  • Updated to isplay ‘Transaction’ tab on Fixed Price Project when there is a Billable Transaction or Committed Change Orders that are T&M, Cost Plus or Unit Price
  • Added fields to the Billing Transactions grid:
    • Adjustment Type
    • Cost (on Cost + Tasks)
    • Markup %
    • Purchase Order
    • PO Line Number
    • Subcontract Document #
    • Subcontract Expense Description
  • Defect fix re: Billing (AR) screen does not refresh when Customer Invoice Approval has no roles assigned
  • Defect fix re: Deleting of Customer Invoice is prevented if there are Documents attached to Invoice
  • Defect fix re: Disclaimer set up as Non-editable is Editable in the invoice header
  • Defect fix re: incorrect values displayed in “Revenue Billed To Date” and “Surcharges” when there are Project Surcharges
  • Defect fix re: when Billing Method is Jobsite Timesheet some Transaction columns are not populated [Resource Class Category, Adjustment Type, Vendor Invoice, Cost, PO, Markup, PO Description]
  • Defect fix re: Vendor Invoice transactions from Procurement are not appearing in the Billing Backup Options = Group by Date and Type, Aggregate by Resource
  • Defect fix re: Fixed Price & Unit Price Transactions entered on Change Order with T&M/Cost Plus Override are not displayed in Customer Invoice Transactions grid.

 

1.3.5 Transaction Import

  • Updated Transaction Import for Labor, Equipment and Materials “Bypass All Controls” to include bypass of Billing Rates.

1.4 Change Management

  • Improved performance of Commit action, when Budget Control is enabled in Company Preferences
  • Updated import validation to include custom fields values in drop-down options
  • Added ‘Change Order Billing Type’ to Change Management Log
  • Added ‘Bypass Approval’ option to Approval workflow
  • Added visibility into individuals assigned as Approvers and the ability to select an alternate Approver
  • Defect fix re: Change Actual Cost does not include expected Project Tax Cost
  • Defect fix re: updating Project WBS filter in Change Management Estimate will result in Change Estimate appearing blank

1.5 Estimates, Budget Revisions, Forecasts & Progress Measurements

1.5.1 Estimates

  • Update import control to include custom fields values validated to drop-down options
  • Updated import control such that Billable Rates will be calculated when the Cost Rate field is left blank
  • Updated Save behavior in Resource Estimate to alert if Quantity is not entered, rather than Delete
  • Added ‘Tag Number’ to the Purchasing > Purchase Requisition Documents tab > Detail Grid
  • Disabled > Purchasing > Purchase Requisition Documents PDF format
  • Defect fix re: Contractor Estimates are going to “Employee” and should go to Contractor
  • Defect fix re: Revenue Rate with one decimal place is being rounded to two decimal places
 

1.5.2 Budget Revisions

  • Improved performance of Budget Revision ‘Calculate’ action
  • Updated control to prevent switching estimating approach from Baseline approach
 

1.5.3 Forecasts & Progress Measurements

  • Performance improvement re: Progressing: Recalculate
  • Added fields to Progressing grid:
    • Baseline Hours
    • Billed To Date
    • Earned Hours
    • Actual Profit $
    • FTC Before Adjustment – Cost
    • FTC Before Adjustment – Revenue
    • FTC Before Adjustment – Hours
    • FTC Calculation Strategy
    • Percent Revenue Earned
  • Defect fix re: Rules of Credit reflecting ‘master’ settings in Configuration and not the Project WBS settings
  • Defect fix in Time-phased Accrual Report re: FAC value is incorrect when Progress Method is Earned as Planned.

1.6 Project Procurement

1.6.1 Requisitions

  • NEW: ‘Milestone Planning’ in Requisition Header and Import
  • NEW: Requisition Summary Report
  • Updated design to include Mark-up?, Mark-up%, Unit Revenue and Revenue values Resource Estimates is transferred from Estimates to Procurement
  • Updated usability to display newly created Requisition in grid on Save, rather than requirement to Refresh grid
  • Added fields to Summary grid and Excel Report:
    • Created By
    • Created On
    • Documents Attached
  • Updated Recalculate Code to apply Accounting Code updates to Commitments, Receipts and Vendor Invoices
  • Updates to Import
    • Milestone Planning
    • Display one Cost Code field rather than a field for each element of the Cost Codes
    • All mandatory fields identified with an *asterisk
    • Updated error alert to state which part of cost code string is invalid
    • Added Delivery Date (Scheduled) to Import.
  • Updated Tag Number in the Add Item workflow to be a Data entry text field
  • Added fields to Add Item workflow:
    • Part Number
  • Added field to Items grid
    • Delivery Date
    • Part Number
  • Updated logic for how Line Item data is updated:
    • Bid Recommendation Date (Scheduled): when line item added, default to header
    • PO Transmitted to Vendor date (Scheduled): when line item is added, defaults to header.
    • Vendor Drawing Due Date: when line item added populates with header
    • Ship Date: when line item is added populate with header
    • Delivery Date (Scheduled): when line item is added populate with header
    • Required at Site (Planned) and Required at Site:, when line item added both fields are populated.
  • Relabelled ‘PO Issue Date (Scheduled)’ to ‘PO Transmitted to Vendor Date (Scheduled)’
  • Updated design to transfer Documents from Requisitions to RFQ
  • Added Unsaved Changes alert when there are unsaved changes.
  • Defect fix re: Import does not generate Accounting Code
  • Defect fix re: Import is sometimes failing for customers with Division Filtering enabled
  • Defect fix re: Auto-fill update on Cost Code field is not being Saved.
 NOTE: UPDATES TO THE REQUISITION IMPORT FEATURE WILL IMPACT ANY CURRENT TEMPLATES THAT ARE IN USE

 

1.6.2 RFQ

  • NEW: ‘Milestone Planning’ in RFQ Header
  • Performance improvement re: querying of RFQ Items
  • Updated Auto-numbering in RFQ to pull Division Code from the RFQ when RFQ is Issued By Division
  • Added ‘Cancelled’ to main grid status filters
  • Updated design re: when RFQ is Cancelled, all requisition items in that RFQ will be unallocated from the RFQ and be made available for selection in Requisitions
  • Updated RFQ ‘Portal/NonPortal’ control to move the option to use the Portal to the Vendor Selection in the RFQ, rather than applying by default to all Vendors in the RFQ
  • Add fields to Add Items workflow
    • Part Number
  • Updated Tag Number in the Add Item workflow to be a Data entry text field
  • Added fields to Items grid
    • Delivery Date
    • Part Number
    • Documents Attached
  • Updated Items to display content of Buyers Comments in the grid
  • Updated Select Vendors > Issue to Vendor User Interface to exclude Inactive Vendor Contacts
  • Updated Select Vendors > Issue to Vendor User interface to include hyperlink where there are multiple Portal users.
  • Updated RFQ Details to display Buyers Comments in the grid.
  • Added ‘Awarded Vendor Bid Documents’ to the Award to PO workflow
  • Added Unsaved Changes alert when there are unsaved changes
  • Defect fix re: Header Custom Field data for Multi-Line Text disappears after Save and Close
  • Defect fix re: ‘Update Details’ is not updating Inspection level
  • Defect fix re: Auto-fill update on Cost Code field is not being Saved
  • Defect fix re: RFQ Vendor Selection can include Contact not configured for Procurement
  • Defect fix re: Commercial Bid Analysis > Vendor CCY field does not agree with Vendor Portal.
 

1.6.3 Purchase Orders and Subcontracts

  • NEW: Milestone Planning
  • NEW: ‘PO Import Audit Log’ report
  • NEW: Revamp of Purchase Order Revision design
  • Performance improvement re: Save on Purchase Order > Vendor Detailed Item Description field
  • Performance improvements on Purchase Order Print time
  • Added ‘Do Not Exceed Commitment’ workflow for Purchase Orders
  • Removed Revision Control on fields
    • Payment Schedule > Holdback
    • Custom Fields
    • Markup?
    • Markup %
  • Updated Auto-numbering in PO to pull Division Code from the PO when PO is Issued By Division
  • Updated timing of when a Commitment is recorded on the Project from the PO Issue date to the PO Commitment Date
  • Updates to PO Header:
    • Added ‘Project Addresses’
    • Added ‘Vendor PO Acknowledged By’
    • Allow PO Header Custom Fields to be editable on a Committed Purchase Order
    • Added ‘Lead Time Calculation Preference’ options to the Shipping Section
    • Added ‘Sticky’ to Purchase Order > Invoicing section to retain settings from one PO/subcontract to the next
    • Updated PO Vendor Acknowledgement Date field logic: For Portal Purchase Orders, the date will populate when Vendor acknowledges. For Non-Portal Purchase Orders, the date is a data entry field
    • Relabeled ‘Vendor Acceptance Due Date’ field to ‘Vendor Acknowledgement Due Date’
    • Merged ‘PO Acknowledged Date” with ‘Vendor PO Acknowledgement Date’
    • Updated Purchase Order Header > Commitment Date to make Editable after the Purchase Order has been approved
    • Added alert when Mandatory Custom Field data is missing.
  • Updates to PO Summary grid
    • Added ‘Documents Attached’
    • Updated column titles for Project Cost Taxes
    • Updated to display Vendor PO Acknowledgement On and By fields using Initial Revision
  • Updates to Add Items grid
    • Added ‘Part Number
    • Updated Tag Number in the Add Item workflow to be a Data entry text field.
  • Updates to Items grid
    • Added ‘Part Number’
    • Added ‘Qty Remaining’
    • Added ‘Total Incurred Amount (Base CCY)
    • Added ‘Incremental Tax’ column for Project Tax Cost
    • Added ‘Delivery Date’
    • Relabeled ‘Date Transmitted’ to ‘PO Transmitted to Vendor Date’
    • Relabelled Cost Rate field to Cost Rate (PO CCY) and updated to display CCY symbol
    • Updated to reflect consistent columns by Purchase Order or Subcontract type
    • Updated Custom > Procurement Items Columns to display in Sort Order per Configuration.
  • Updated Items > Excel Report to include Progress Unit Rate value
  • Updated PO Form > Print to display a separate line item for each Unit Cost per line item
  • Updated usability issue where PO Package Print of large document selection is not providing time-out alert
  • Added Unsaved Changes alert when there are unsaved changes
  • Defect fix re: Issue Date should be Today’s Date when Purchase Order is duplicated
  • Defect fix re: Procurement Items with a ‘drop-down’ type are imported successfully but not displayed in the Items grid
  • Defect fix re: Import does not generate Accounting Code
  • Defect fix re: Header Drop-down Custom Field clears after Commit
  • Defect fix re: Auto-fill update on Cost Code field is not being Saved
  • Defect fix re: Auto-fill is not working for Markup % field
  • Defect fix re: Incorrect Tax Currency Symbol displayed in the Items > Base CCY field
  • Defect fix re: Purchase Order Line Item that has no mark-up is generating a Revenue Adjustment
  • Defect fix re: PO Line Item Cost Amount not calculating as expected when Exchange Rate is less than 1
  • Defect fix re: Amount Charged in Vendor Portal is presenting Amount Invoiced
  • Defect fix re: no alert message provided when required Procurement Items values are missing on Purchase Order Close.
 

1.6.4 Purchase Order Import

  • NEW: Milestone Planning
  • Updated Import:
    • Added Delivery Date (Scheduled)
    • Added ‘Division’ as an Issued By option
    • Added column for Division selection
    • Upload of multiple Revisions in single import file.
    • Upload of multiple Purchase Orders/Subcontracts (except Time & Materials) In single import file
    • New system fields from Header added
    • Added alert when Mandatory Custom Field data is missing
    • All mandatory fields identified with an *asterisk.
  • Defect fix re: “Transmitted Date” is auto-populating to the PO Date upon import when the field is blank in the Import.
  • Defect fix re: incorrect Purchase Order Import error alert when Workpackage is disabled for Procurement tracking.
NOTE: UPDATES TO THE PURCHASE ORDER IMPORT FEATURE WILL IMPACT ANY CURRENT TEMPLATES THAT ARE IN USE

 

1.6.5 Expediting

  • NEW: Added Expediting Summary Status report
  • Updates to Expediting Header
    • Added ‘Attach Documents’, ‘View Documents’ and ‘Documents’ fields
  • Updates to the Detail grid
    • Added Milestones data
    • Added ‘Lead Time (Week ARO) – Scheduled, Forecasted and Actual’ fields
    • Added ‘Attach Documents’, ‘View Documents’ and ‘Documents’ fields
    • Added Procurement Item Custom Fields selected for Expediting
    • Added ‘Lead Time w/Transportation’ fields
    • Renamed Estimated Arrival Date (Scheduled) to Delivery Date (Scheduled); value is populated by the Delivery Date entered in the PO Line Item
    • Renamed Estimate Arrival Date (Forecasted) to Delivery Date (Forecasted); value is populated by the Delivery Date entered in the PO Line Item
    • Updated the Estimated Travel time field as the # of Days between Ship Date (Scheduled) and Delivery Date (Scheduled)
    • Updated Delivery Date (Forecasted) Calculation to if Ship Date (Forecasted) = blank then Ship Date (Scheduled) + Estimated Travel time. If Ship Date (Forecasted) is populated, then Ship Date (Forecasted) + Estimated Travel Time
    • Updated Delivery Date (Actual) to be a manual entry value not a calculation.
  • Updates to Import
    • Added ‘Milestones’ data
    • Updated ‘Sample’ to an ‘intelligent’ format and removed sample data from new sample format
    • Updated the Expediting import Sample file to populate with the pre-populated value from Estimated Travel Time
  • Defect fix re: Expediting Comments are being cut off on import; character length restriction removed
  • Defect fix re: column filter for “PO Item #” and “Requisition Item #” should be ‘Number.’

NOTE: UPDATES TO THE EXPEDITING IMPORT FEATURE WILL IMPACT ANY CURRENT TEMPLATES THAT ARE IN USE

 

1.6.6 Receiving

  • Improved performance related to Save and loading of Purchase Orders into middle grid for Receipt selection
  • Updated Summary Grid> Excel report to Add Totals and Subtotals when Grouped and Filtered
  • Added Custom Fields (Header and Item) to PO Receipt imports
  • Added Subcontract Document # field to the Receiving Detail transaction grid
  • Defect fix re: not receiving overage alert when receiving against a PO and receipt amount is greater than the committed amount.
 

1.6.7 Timeline Report

  • Repositioned tab to the right of Requisitions
  • Updates to Timeline report, including:
    • Change in title to ‘Upcoming Milestones’
    • New fields from Milestone Planning in Procurement features.

 

1.6.8 Reports

Summary Purchasing Report

  • Updated report to apply ‘cut-off’ to all fields per the Committed Date of the Purchase Order
  • Added ‘Update’ button to Summary Purchasing Report
  • Added fields:
    • Purchase Order Submitted By
    • Purchase Order Submitted On
    • Committed Date

Purchase Order Register

  • Updated Commitment value to reflect only data As Of the date selection.
  • Added ‘Committed Date’

PO Item Detail Report

  • Optimized loading performance of the PO Item Details Report
  • Added fields ‘Committed Date’

Revision Tracking Report

  • Added fields ‘Committed Date’

 

Project Spend Forecast

  • Updated Scheduled and Forecast & Actuals to include Project Tax Cost
  • Updated default Payment Schedule/Time-phasing to reflect Commitment Date and not Purchase Order Issue Date
  • Updated Excel report for File Name and column headings

Cash Flow

  • Updated default Payment Schedule/Time-phasing to reflect Commitment Date and not Purchase Order Issue Date.

Vendor Portal

  • Updated the Holdback field to only populate when the holdback is placed on a Vendor Invoice
  • Updated control to not require Acceptance for Revisions
  • Updated PDF to always include public documents
  • Updated control to prevent “Controlled Documents” from being sent to the Portal

PO Form Designer

  • Added ‘Project Customer’ to Header > Summary section
  • Added Milestone Dates to Delivery Date (Scheduled)
  • Added Equipment and Materials Part Number to relevant sections
  • Added ‘Ship Via’ to the Item section
  • Defect fix re: Item Section > Custom PO Item Custom Field and Ship Date Title does not display as bold.

1.7 Jobsite Timesheet

1.7.1 Design, Controls and Usability

  • NEW: Transmittals feature
    • Upload of Daily Jobsite data (Transactions, Documents and Daily Log) electronically to the 4castplus Customer Portal, with full email notification
    • Tracking of status of Transmittals (Pending, Acknowledged, Rejected, Approved)
    • Update of billing controls to reflect only Approved Transactions in the Portal available for billing
    • Transmittal Status Reporting and tracking
  • Updated Submission control to detect and prevent Save if same data is entered on two separate tabs
  • Updated design re: re: newly Selected Resources will be added to grid in alphanumeric order rather than at bottom of grid
  • Updated alert for Inactive Resources to refer to Jobsite Date.
  • Defect fix re: inactive equipment Resource on a Submitted Non-Payroll Package is preventing Save of other Packages
  • Defect fix re: Daily Max Quantity check is not consistently applied
 

1.7.2 Import

  • Updated alert received when Import is not using correct import sample
  • Defect fix re: re-import of Import with same Jobsite Timesheet # will fail on the second import

 

1.7.3 Timesheet

  • Defect fix re: calculated Revenue value is removed for a Time and Materials Change Order where the Workpackage is not Time and Materials
  • Defect fix re: after removing Surcharge on the Project Header, Surcharges that have been created in the Jobsite Timesheet are not removed after the Jobsite is Saved, Submitted or Recalculated
  • Defect fix re: calculated Revenue value is removed for a Time and Materials Change Order where the Workpackage is not Time and Materials.
  • Defect fix re: Billable Comments available for a workpackage (Fixed Price or Unit Price) with a Time & Materials or Cost Plus Change Order but becomes non-editable on Save.
 

1.7.4 Expenses

  • Updated behavior for Time and Materials workpackages for Expenses with no Billable Rate provided in the Billing Table. User is allowed to modify the Mark-up % and Billable Value.

 

1.7.5 Receiving

  • Updated alert received on T&M Subcontract Transaction Import when Do Not Exceed is enabled, to provide more details on the overage
  • Defect fix re: incorrect Time & Materials Transactions Import date and time stamp
  • Defect fix re: Taxes are not calculating on Jobsite > Time & Materials Subcontract import

 

1.7.6 Documents

  • Defect fix re: Documents uploaded to Receiving (PO and Subcontract) are not displayed in Jobsite Package Documents.
 

1.7.7 Jobsite Report

  • Added ability to group by WBS Level (Area, Phase or Workpackage) and then sub-group of Resource Type
  • Updated ‘Adjustments On’ reporting behavior to include only Equipment Adjustments on the Packages included in the report.

1.8 Timesheets

1.8.1 Controls & Usability

  • Updated Max Daily Quantity validation to include all Adjustment entries
  • Defect fix re: Daily Max Quantity check is not consistently applied.
 

1.8.2 Import

  • Updated alert received when attempting to delete a Third Party Expense that has been included on a Direct Billing
  • Defect fix re: My Timesheet Submission Time is showing the incorrect Time
  • Defect fix re: Labor expense on T&M Workpackage is not pulling revenue from Rate Table and is editable.
  • Defect fix re: Project Surcharges and Discounts are not calculated immediately when imported and Incur Option = Timesheets

 

1.8.3 My Timesheets

  • Defect fix re: Billable Comments available for a Workpackage (Fixed Price or Unit Price) with a Time & Materials or Cost Plus Change Order but becomes non-editable on Save.

1.9 Approvals and Vendor Invoice Matching & Administration

1.9.1 Approvals

Labor Timesheets

  • NEW: ‘Delegate Approver’ for Reports To Supervisor Approval workflow
  • Added ‘sticky’ feature to All Submissions > Date filters
  • Updated design to route Approvals immediately upon Save to delegate PM when Out of Office is activated, rather than at beginning of following work day
  • Updated design for Approvals > Project Manager workflow to not require the Delegate Project Manager to be a Primary Project Manager on a different project.

 

1.9.2 Customer Invoices

  • Updated user interface to include Discounts & Surcharges and Custom Fields
  • Updated Status Report > Comments field to reflect Last Approval Comments
 

1.9.3 Purchase Orders

  • Added ‘Committed Date’ to All Submissions interface and Status Report
  • Updated Status Report > Comments field to reflect Last Approval Comments
 

1.9.4 Vendor Invoices

  • Updated Status Report delivery to provide as a Scheduled Report
  • Updated Status Report > Comments field to reflect Last Approval Comments
  • Added ‘Project’ and ‘Purchase Order #’
  • Removed irrelevant totals for ‘PO Commitment (Net)’ and ‘Committed Project Tax’ in All Submissions screen
  • Defect fix re: Purchase Order Number not displayed when Holdback Vendor Invoice
  • Defect fix re: Approval history clears when Vendor Invoice Unsubmitted and Approved via Bypass approval.
 

1.9.5 Timesheet Administration

  • Defect fix re: Recalculate Code on Labor Timesheets not recalculating Work Package Cost Code on Billing – Surcharges
  • Defect fix re: View Timesheet not displaying the selected timesheet.
 

1.9.6 Vendor Invoice Matching > Invoice Tracking:

Vendor Accruals

  • Added ‘Project Geography’ field
  • Updated design such that $.00 Cost Receipts are displayed in Vendor Accruals grid.
  • Defect fix re: when filter is updated then the grid should reload the results in Page 1
 

Vendor Invoices:

  • Added ability to see who the Approval is routing to, and when all invoices are routed to the same Approver, to be able to override and select an alternate Approver
 

Vendor Invoice Items:

  • Added fields: (ZAP)
    • Project Geography
    • Project Code
  • Defect fix re: Invoiced Amount to Date field is not populating
  • Defect fix re: Vendor Invoice Item amount not saving as zero value and Invoice Matching Adjustment is not saving
  • Defect fix re: Purchase Order Line Item that has no Cost value and no Mark-up is generating a Revenue Adjustment in Vendor Invoice Matching.
 

Accrual Report & Vendor Transactions Report

  • Added fields to Vendor Transaction report:
    • Created On
    • Created By
    • Submitted On
    • Submitted By
 

Vendor Invoice Matching > Direct To Invoice

  • Updated design to make Quantity mandatory when the Line item has a Vendor Invoice Amount
  • Updated design for Accounting Codes to apply immediately on Save
  • Improved alert re: Whoops received when $ entered in the quantity field
  • Defect fix re: Holdback becomes $0.00 when Direct Invoice is re-Saved
  • Defect fix re: Whoops when entering a $ in the qty or amount fields.
 

Vendor Invoice Matching > Holdback Release

  • Defect fix re: Whoops error received when creating a Vendor Invoice > Holdback Release for a Purchase Order that has line items with no Holdback
 

Vendor Invoice Matching > Vendor Payments

  • Updated Vendor Payment feature to include Holdbacks
 

Adjustments:

  • NEW: Added ‘Change Order’ as Adjustable Field option
  • Added ‘Loading’ spinner to ‘Add LEM transaction > Select Workpackage’ workflow
  • Defect fix re: Adjustment ‘Reversal’ transaction has a Surcharge Reversal but the original does not have a Surcharge.

1.10 Project Reporting

1.10.1 Program

  • Updated Program Summary Report for fields
    • Actual Profit $
    • Percent Revenue Earned 
  • Updated Project Cost Report to include Project Cost Tax in Actual Cost.
 

1.10.2 Project Manager’s Dashboard

  • Formatting changes to Billing Status > Excel Report
  • Defect fix re: Billing Status Details – Payment Received Date is not same as Billing Payments > Receipts Date
  • Defect re: Billing Status Report > Totals of Open Invoices, Committed Invoices & Unbilled Revenue doesn’t equal Total Revenue due to omission of Holdbacks and Surcharges

 

1.10.3 Project Dashboard:

  • Added fields:
    • Actual Profit $
    • Percent Revenue Earned
  • Defect fix re: Cancelled Requisitions are included in the Requisitioned values.
 

1.10.4 Project Details Report:

  • NEW: Project Detail Report with user-specified layouts and improved querying time, columns in chooser are presented in alphabetical order
  • Updated design of ‘Qty Billable’ value to include display of quantity from all billable models
  • Added alert when rows in the grid have exceeded display threshold of 10,000 rows and added prompt to generate Excel Report
  • Updated to append Cost Code columns with ‘Cost Code’
  • Defect fix re: Project Custom Field for Header and Details is displaying blank values in Excel reports when Field Type = Dropdown
  • Added fields:
    • Change Order Billing Type
    • Project Tax Cost
    • Cost Value (Pre-Tax)
 

1.10.5 Project Summary Report:

  • Added fields:
    • Actual Profit $
    • Added ‘Percent Revenue Earned’
    • Approved Change Order Hours
    • Approved Budget Transfer Hours
    • Baseline Hours
    • Billed To Date
    • Earned Hours
    • Pending Hours
    • Planned Hours
    • Pending Hours
    • Schedule Variance Hours
    • Schedule Variance Hours %
  • Added Subtotal and Total for ‘Approved Change Order Hours’
  • Added Refresh button
  • Improved performance loading time of Summary by Vendor report
  • Removed “Advance Payment” columns from Pivot Detail Report
  • Defect fix re: ‘% Spent’ for Roll Up Workpackages are not displayed on grid
  • Defect fix re: Purchase Order with Holdback Release not reporting Holdback Release Vendor Invoice in Confirmed Cost
  • Defect fix re: Holdback Release value incorrect when all Holdback is released
  • Defect fix re: FAC Revenue not reflecting Actuals on Fixed Price projects
  • Defect fix re: Accounting Code column is displaying “Various” when there’s no Accounting Code selected in CBS
  • Defect fix re: grand totals missing in Excel report for % Complete, Planned % Complete for Cost, Revenue and Hours.

     

1.10.6 Project Reports

 Earned Value S-Curve
  • NEW: Earned Value S-Curve (Labor Hours)
  • NEW: Earned Value S-Curve (Revenue)
  • Updated Time-phasing of Commitments to use the R0 Purchase Order Committed Date; was formerly the Purchase Order Date/Issue Date
  • Updated Actual Hours to include Manhours from Procurement and Third Party / Services
  • Defect fix re: Excel reports not displaying Totals.
 

Time-Phased Report

  • Excel report is not displaying in WBS Order.
 

Project Summary Report (Resource)

  • Renamed Project Variance Report to Project Summary Report (Resource – Cost).
  • NEW: Project Summary Report (Resource – Billable).
  • Updated Project Summary Report (Resource – Cost) to provide Progress Measurement Dates for report generation.
  • NEW: Project Detail Report with user-specified layouts and improved querying time.
 

Labor Resource Curve

  • Added ‘sticky’ to Tabular and Graph.
 

Cost Code Report

  • Improved loading speed
  • Defect fix re: PO Commitments and Invoiced do not include Project Cost Tax

1.11 Custom Reports

1.11.1 Dashboard > Project > Project Summary & Details

  • Added ‘Change Order Billing Type’
  • Added ‘Actual Profit $’ 
  • Added ‘Percent Revenue Earned’
  • Defect fix re: Project Custom Field for Header and Details is displaying blank values in Excel reports when Field Type = Dropdown
  • Defect fix re: Override AFE/PO value from WBS is not displayed; Project Header field value is displayed instead.
 

1.11.2 Dashboard > Project > All Procurement Items

Added:

  • NEW: Milestone Planning Fields
  • All Vendor Invoices
  • Bid Submitted Date
  • Contract #
  • Issued for Approval
  • Last Receipt
  • Last Receipt Date
  • Last Vendor Invoice Date
  • Last Vendor Invoice
  • Lead Time (Week ARO) – Scheduled, Forecasted and Actual
  • Lead Time w/Transportation
  • Procurement Item Custom Fields > Expediting
  • Purchase Order Submitted By
  • Purchase Order Submitted On
  • Purchase Order Commitment Date
  • Requisition Created By
  • Requisition Created On
  • Requisition Requested By
  • Requisition Status
  • Requisition Title
 

Relabelled

  • ‘PO Issue Date (Scheduled)’ to ‘PO Transmitted to Vendor Date (Scheduled)’
  • ‘Estimated Arrival Date (Scheduled)’ to ‘Delivery Date (Scheduled)’
 

Updated field behavior:

  • Estimated Arrival Date (Scheduled) to Delivery Date (Scheduled) – populated first from PO line item Delivery Date (Scheduled) but if updated in Expediting, will reflect the value from Expediting.
  • Estimated Arrival Date (Forecasted) to Delivery Date (Forecasted) – populate with Expediting detail value
  • Updated the Estimated Arrival Date (Scheduled) to Delivery Date (Scheduled) – populated first from PO line item Delivery Date (Scheduled) but if updated in Expediting, will reflect the value from Expediting.
  • Updated the Estimate Arrival Date (Forecasted) to Delivery Date (Forecasted) – populate with Expediting detail value Display Name of ‘Custom Field’ provided by user
  • Defect fix re: Required At Site (Scheduled) field not populating with the Required At Site value from the PO Line item
  • Defect fix re: Incorrect time displayed in Vendor PO Acknowledgement Date field
 

1.11.3 Dashboard > Global > Project > All Procurement Items

Added:

  • New: Milestone Planning fields
  • All Vendor Invoices
  • Bid Submitted Date
  • Contract #
  • Issued for Approval
  • Last Receipt
  • Last Receipt Date
  • Last Vendor Invoice Date
  • Last Vendor Invoice
  • Lead Time (Week ARO) – Scheduled, Forecasted and Actual
  • Lead Time w/Transportation
  • Purchase Order Submitted By
  • Purchase Order Submitted On
  • Purchase Order Commitment Date
  • Requisition Created By
  • Requisition Created On
  • Requisition Requested By
  • Requisition Status
  • Requisition Title
 
 Relabelled
  • ‘PO Issue Date (Scheduled)’ to ‘PO Transmitted to Vendor Date (Scheduled)’
  • ‘Estimated Arrival Date (Scheduled)’ to ‘Delivery Date (Scheduled)’
 

Updated field behavior

  • Estimated Arrival Date (Scheduled) to Delivery Date (Scheduled) – populated first from PO line item Delivery Date (Scheduled) but if updated in Expediting, will reflect the value from Expediting.
  • Estimated Arrival Date (Forecasted) to Delivery Date (Forecasted) – populate with Expediting detail value
  • Updated the Estimated Arrival Date (Scheduled) to Delivery Date (Scheduled) – populated first from PO line item Delivery Date (Scheduled) but if updated in Expediting, will reflect the value from Expediting.
  • Updated the Estimate Arrival Date (Forecasted) to Delivery Date (Forecasted) – populate with Expediting detail value
    Display Name of ‘Custom Field’ provided by user
  • Defect fix re: Required At Site (Scheduled) field not populating with the Required At Site value from the PO Line item.
  • Defect fix re: Incorrect time displayed in Vendor PO Acknowledgement Date field.
 

1.11.4 Dashboard > Global > Project > All Procurement Items

Added:

  • New: Milestone Planning fields
  • All Vendor Invoices
  • Bid Submitted Date
  • Contract #
  • Issued for Approval
  • Last Receipt
  • Last Receipt Date
  • Last Vendor Invoice Date
  • Last Vendor Invoice
  • Lead Time (Week ARO) – Scheduled, Forecasted and Actual
  • Lead Time w/Transportation
  • Purchase Order Submitted By
  • Purchase Order Submitted On
  • Purchase Order Commitment Date
  • Requisition Created By
  • Requisition Created On
  • Requisition Requested By
  • Requisition Status
  • Requisition Title
 

Relabelled

  • ‘PO Issue Date (Scheduled)’ to ‘PO Transmitted to Vendor Date (Scheduled)’
  • ‘Estimated Arrival Date (Scheduled)’ to ‘Delivery Date (Scheduled)’
 

Updated field behavior

  • Estimated Arrival Date (Scheduled) to Delivery Date (Scheduled) – populated first from PO line item Delivery Date (Scheduled) but if updated in Expediting, will reflect the value from Expediting.
  • Estimated Arrival Date (Forecasted) to Delivery Date (Forecasted) – populate with Expediting detail value
  • Updated the Estimated Arrival Date (Scheduled) to Delivery Date (Scheduled) – populated first from PO line item Delivery Date (Scheduled) but if updated in Expediting, will reflect the value from Expediting.
  • Updated the Estimate Arrival Date (Forecasted) to Delivery Date (Forecasted) – populate with Expediting detail value
    Display Name of ‘Custom Field’ provided by user.
  • Updated to display Name of ‘Custom Field’ provided by user.
  • Defect fix re: Incorrect time displayed in Vendor PO Acknowledgement Date field.
 

1.11.5 Templated > Global > All Procurement Items

Added:

  • NEW: Milestone Planning fields
  • All Vendor Invoices
  • Bid Submitted Date
  • Committed Date
  • Contract #
  • Issued for Approval
  • Last Receipt
  • Last Receipt Date
  • Last Vendor Invoice Date
  • Last Vendor Invoice
  • Lead Time (Week ARO) – Scheduled, Forecasted and Actual
  • Lead Time w/Transportation
  • Purchase Order Submitted By
  • Purchase Order Submitted On
  • Purchase Order Commitment Date
  • Required At Site Date
  • Requisition Created By
  • Requisition Created On
  • Requisition Requested By
  • Requisition Status
 

Relabelled

  • ‘PO Issue Date (Scheduled)’ to ‘PO Transmitted to Vendor Date (Scheduled)’
  • ‘Estimated Arrival Date (Scheduled)’ to ‘Delivery Date (Scheduled)’
 

Updated field behavior

  • Estimated Arrival Date (Scheduled) to Delivery Date (Scheduled) – populated first from PO line item Delivery Date (Scheduled) but if updated in Expediting, will reflect the value from Expediting.
  • Estimated Arrival Date (Forecasted) to Delivery Date (Forecasted) – populate with Expediting detail value
  • Updated the Estimated Arrival Date (Scheduled) to Delivery Date (Scheduled) – populated first from PO line item Delivery Date (Scheduled) but if updated in Expediting, will reflect the value from Expediting.
  • Updated the Estimate Arrival Date (Forecasted) to Delivery Date (Forecasted) – populate with Expediting detail value
  • Updated to display Name of ‘Custom Field’ provided by user
  • Defect fix re: Custom Report > Templated > Procurement > All Procurement Items: Estimate Fields are not populating for Material Items when all Items are added to Requisition from Estimate.
 

1.11.6 Templated > Project > All Procurement Items

Added:

  • NEW: Milestone Planning fields
  • All Vendor Invoices
  • Bid Submitted Date
  • Committed Date
  • Contract #
  • Custom Fields > Expediting
  • Custom Fields > Project
  • Issued for Approval
  • Last Entered Vendor Communication Log entry
  • Last Receipt
  • Last Receipt Date
  • Last Vendor Invoice Date
  • Last Vendor Invoice
  • Lead Time (Week ARO) – Scheduled, Forecasted and Actual
  • Lead Time w/Transportation
  • Primary Project Manager (Header)
  • Project Code (Header)
  • Purchase Order Buyer Comments
  • Purchase Order Approval Comments
  • Purchase Order Submitted By
  • Purchase Order Submitted On
  • Purchase Order Commitment Date
  • Required At Site Date
  • Requisition Status
  • Requisition Title
  • Requisition Requested By
  • Added ‘Contract #’
 

 Relabelled

  • ‘PO Issue Date (Scheduled)’ to ‘PO Transmitted to Vendor Date (Scheduled)’
  • ‘Estimated Arrival Date (Scheduled)’ to ‘Delivery Date (Scheduled)’
  1.  

Updated field behavior

  • Estimated Arrival Date (Scheduled) to Delivery Date (Scheduled) – populated first from PO line item Delivery Date (Scheduled) but if updated in Expediting, will reflect the value from Expediting.
  • Estimated Arrival Date (Forecasted) to Delivery Date (Forecasted) – populate with Expediting detail value
  • Updated the Estimated Arrival Date (Scheduled) to Delivery Date (Scheduled) – populated first from PO line item Delivery Date (Scheduled) but if updated in Expediting, will reflect the value from Expediting.
  • Updated the Estimate Arrival Date (Forecasted) to Delivery Date (Forecasted) – populate with Expediting detail value
  • Updated to display Name of ‘Custom Field’ provided by user
  • Defect fix re: Required At Site (Scheduled) field not populating with the Required At Site value from the PO Line item.
 

1.11.7 Templated > Project > Purchase Order Items

Added:

  • NEW: Milestone Planning fields
  • All Vendor Invoices
  • Bid Submitted Date
  • Committed Date
  • Issued for Approval
  • Last Receipt
  • Last Receipt Date
  • Last Vendor Invoice Date
  • Last Vendor Invoice
  • Lead Time (Week ARO) – Scheduled, Forecasted and Actual
  • Lead Time w/Transportation
  • PO Transmitted to Vendor Date (Scheduled)
  • Purchase Order Submitted By
  • Purchase Order Submitted On
  • Purchase Order Commitment Date
  • Purchase Order Submitted On
  • Requisition Title
  • Requisition Requested By
  • Requisition Status
 

Relabelled

  • ‘PO Issue Date (Scheduled)’ to ‘PO Transmitted to Vendor Date (Scheduled)’
  • ‘Estimated Arrival Date (Scheduled)’ to ‘Delivery Date (Scheduled)’
 

Updated field behavior

  • Estimated Arrival Date (Scheduled) to Delivery Date (Scheduled) – populated first from PO line item Delivery Date (Scheduled) but if updated in Expediting, will reflect the value from Expediting.
  • Estimated Arrival Date (Forecasted) to Delivery Date (Forecasted) – populate with Expediting detail value
  • Updated the Estimated Arrival Date (Scheduled) to Delivery Date (Scheduled) – populated first from PO line item Delivery Date (Scheduled) but if updated in Expediting, will reflect the value from Expediting.
  • Updated the Estimate Arrival Date (Forecasted) to Delivery Date (Forecasted) – populate with Expediting detail value
  • Updated to pull from the Line Item Ship Date not the PO Header Ship Date
 

1.11.8 Templated > Project > Projects > Billing Transactions

  • Added ‘Cost, Markup %, Vendor and Purchase Order’
 

1.11.9 Templated > Project > Projects > Project Summary & Detail

Added fields

  • Change Order Billing Type
  • Actual Profit $ 
  • Percent Revenue Earned
  • Defect fix re: FAC Revenue is not populating from the last submitted Progress Measurement
  • Defect fix re: Project Custom Field for Header and Details is displaying blank values in Excel reports when Field Type = Dropdown
 

1.11.10 Dashboard > Global > All Projects Summary

Added fields

  • Actual Profit $ 
  • Percent Revenue Earned
  • Defect fix re: This Period Billed Amount and Year to Date Billed columns not including Fixed Price Customer Invoices.

 

1.11.11 Dashboard > Global > All Projects Details

Added fields:

  • Change Order Billing Type
  • Project Tax Cost
  • Cost Value (Pre-Tax)
 

1.11.12 Templated > Global > All Projects Details

Added fields:

  • Change Order Billing Type
  • Project Tax Cost
  • Cost Value (Pre-Tax)

Project Margin Report

  • Defect fix re: Margin/Profit (both Amount and Percent) is calculating on Cost workpackages.
 
Check out the following video that walks through how to create custom dashboard reports in 4castplus

1.13 Business Intelligence Reporting

1.13.1 Project Reports

Cost Code Report

  • Updated report delivery to a Scheduled Report
  • Updated alert received when data requested exceeds Excel row capacity
  • Removed “Period Actual Cost”
  • Relabeled “Actual Cost To Date” to be “Actual Cost”.
  • Added report progress tracker
  • Defect fix re: Detail Report data is not loading
  • Defect fix re: Actual Cost to Date, Incurred & Invoiced do not include expected Project Tax Cost
 

All Project Billable Summary

  • Added fields
    • Actual Profit $
    • Percent Revenue Earned 

 

All Project Details

  • Added Warning when rows in the grid have exceeded display threshold of 10,000 rows and added prompt to generate Excel Report
  • Added fields
    • Change Order Billing Type
    • Cost Value (Pre-Tax)
    • Project Tax Cost
    • WBS #
    • Baseline Budget (Cost)
    • Baseline Budget (Hours)
  • Defect fix re: Project Custom Field for Header and Details is displaying blank values in Excel reports when Field Type = Dropdown
 

Change Management

  • Added ‘Change Order Billing Type’
  • Defect fix re: Change Actual Cost does not include expected Project Tax Cost
  • Defect fix re: Change Order Custom Property with Drop-down Type is displaying hexadecimal code
 

1.13.2 Procurement Reports

Summary Purchasing Report

  • Added fields:
    • Committed Date
    • Purchase Order Submitted By
    • Purchase Order Submitted On

 

Purchase Order Register

  • Added fields:
    • Committed Date
    1.  

1.13.3 Resource Reports

Labor Summary Report

  • Updated Overhead Hours to include all Overhead Hours (previously included Vacation, Banked Time Taken, Sick Time & Personal Leave)
  • Defect fix re: Code data displayed in the grouping header, when grouping by Custom Field with data type = Dropdown
 

Labor Resources Time Report

  • Updated to include only Overhead Projects with Hours for the selected Date Range
  • Added option to filter by Reports To Supervisor or all Labor Resources for the period
  • Added Labor Custom Properties
  • Updated the Excel grouping option to Supervisor > Resource
 

Equipment Report

  • Defect fix re: “Classes” in ‘Summary with Maintenance’ report is removed if the related Jobsite is Recalculated in Timesheet Administration.
 

1.13.4 Finance and HR Reports

Invoice Reports

  • Updated Invoicing Status Report for Transmittals information
  • Updated report:
    • All financial data presented with two decimal places
    • Ability to resize columns
  • Added fields
      • Total Billed
      • Remaining To Be Billed’
  • Relabelled fields
    • Total Billable to ‘Actual Revenue’
    • Billed To Date (Submitted) to ‘Revenue Billed (Submitted).
    • Billed To Date (In Progress) to ‘Revenue Billed (Open).
    • Remaining to ‘Work In Progress’.
 

“New” Work In Progress Report

 

1.13.5 Export Documents

Customer Invoices

  • Defect fix re: Preview is producing Whoops when Invoice contains Time & Materials Subcontract transactions.
  • Defect fix re: Customer “Invoice Total w/o Tax” does not agree with value in Billing AR “Invoice w/o Tax.”
 

Vendor Invoices

  • Added ‘Vendor’ Custom Fields to the Export transactions grid, with content from Vendor Invoice
 

Transactions

  • Added Jobsite Custom Fields to the Transactions grid
  • Updated > Transactions > All Transactions > Export to include ‘Expense Name.’

1.14 4castplus Connect

1.14.1 4CP Connect

  • Added Sync Status column
  • Added ‘Vendor Invoice Date’ to the error diagnostics related to Vendor Invoice
  • Updated alert when Accounting Code fails because it is not set up in 4castplus
 
 
 

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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