R1, 2025 Upcoming Release of 4castplus!

Release Summary

Here is a summary of the upgrades, improvements and new features in R1 2025. Click View Upcoming Releases or scroll down for further details.

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Release Details


System Configuration

This release saw a great many improvements in how the system is configured. Including additional custom field for Workpackages, enhancements to allow for Labor and Project custom fields to be identified as Header or Detail fields, additional and extended options for notifications, tracking of Effective Date changes for Taxes, and more.  This release also introduces an update to the resource database design structure to remove Cost Code and Tag Number from the equipment and materials databases, introduce Equipment ID to the equipment database and introduce Part Number (internal) to the equipment and materials databases.

Manage Resources 

 

Labor

  • Updated Labor Import to allow for update of Inactive personnel.
  • Updated Import file to include Inactive Resources in Class tab.
  • Updated ‘Supervisor’ field to be required only when the Timesheet Approval approval role = Project Manager.

 

Vendors

  • Defect fix re: Import failing when Vendor Portal Users are marked as Inactive.
 


Projects

Numerous enhancements were added in this release to project management features, including performance optimizations in the Budget Revision and Progress Measurement features.  The Project Profile includes an addition of Project Addresses in the profile to allow for project personnel to identify key address and contact data for Procurement, Billing and Transmittals. On the WBS side, we’ve added in a ‘Refresh Dates’ feature into the Actions menu, enhanced the date control in the WBS to auto-update Rollup Workpackage dates from the Deliverable dates and added in Custom Fields to both the UI and the Import.  The Billing feature includes some relabelling of data in the header, new fields added into the Transactions grid, along with improved visibility into the individuals assigned into the Approval workflow.  Change Management includes an update to provide more visibility into the individuals in the Approval workflow, along with the ability to Bypass Approval. 

Profile

  • Defect fix re: Duplicate does not copy Addresses.
 

Usability 

  • Improved loading time of ‘Project Cost by Labor Resource’ dashboard report. 
  • Defect fix re: Most Recently Used project display is incorrect for users with Procurement Plus License Profile. 

 

WBS

  • Updated Mass Action label to ‘Allow Tracking of Resource Types in Timesheets.’

 

Billing 

  • Updated field ‘Billing Method’ to ‘Display Transaction by.”
  • Update Billing AR > PDF Backup > Individual Transactions to include the following fields:
    • Resource Type
    • Purchase Order #
    • Vendor
    • Vendor Invoice #
  • Defect fix re: Duplicate does not copy Discounts and Surcharges.
 

Budget

  • Relabeled ‘Estimate’ to ‘Budget.’
 


Procurement

 The 4castplus project procurement area received a significant amount of updates, new features, defect fixes, etc. in this release.  This release sees an exciting new feature – Milestone Planning, a new Requisition Summary Report, a complete redesign of the Purchase Order Revision Feature, a new Expediting Reports and an updated Timeline Report.  Performance optimizations include improved loading time in the RFQ Items, Purchase Order Items, Purchase Order Print, and Receiving > Purchase Order items grids.

RFQ

  • Updated Issue to Selected Vendors > Ratings column to provide a numeric filter. 
  • Defect fix re: RFQ Criteria that has been Saved with data in Line Item is removed when Criteria is made inactive.
  • Defect fix re: Request For Quote can be issued without selecting Items.

 

Expediting

  • Defect fix re: Expediting > Update Details is not updating Heavy Lift field.
  • Defect fix re: Import should fail when mandatory custom dropdown fields are missing.

 

Purchase Order

  • Defect fix re: column filtering does not work for dropdown fields.
  • Defect fix re: inconsistency in Unit Cost component of Cost Amount calculation.
  • Added Vendor Custom Fields.

Imports 

  • Added Purchase Order # into Import error alert.
  • Updated Revision Import to allow for update of Cost Code.

 

Receiving

  • Defect fix re: Receipt amount is displaying a $.01 difference when Receipt is Submitted.
 


Jobsite Timesheet

This release introduced an extension of our Transmittals feature to the 4castplus Customer Portal, allowing you to electronically submit your Daily LEMS/Reports to your Customer for review and approval.  With complete tracking, notifications, and monitoring of approval status and invoicing readiness.

 Timesheets

  • Defect fix re: column filtering does not work for dropdown fields.
  • Defect fix re: Unsubmit is causing Matched Vendor Invoice Transaction to be uninvoiceable.
 


Approvals and Vendor Invoice Matching & Administration

In this release, we see the introduction of the Delegate Approval workflow to the ‘Reports To Supervisor’ Labor Timesheet approval routing option.

 Customer Invoice 

  • Removed fading alert re: Unapproved Timesheets.

Purchase Order Approvals 

  • Defect fix re; Documents uploaded to Line Items are not displayed.
 
 

Adjustments

  • Updated Quantity filter to numeric.

 

Vendor Invoice Matching 

Defect fix re: Approval history clears when Vendor Invoice Unsubmitted and Approved via Bypass approval. 

Holdback Release

  • Defect re: Holdback Release can be entered prior to the holdback transactions date.
 


Project Reporting

Several new reports, many new fields, key report upgrades, and a few defect fixes were achieved in the project & program reporting area.

 EVM Reports 

Progress Measurement Report

  • Defect fix re: Values for “WBS #, Item, Cost Code, Progress Method” are blank if steps are not added in the Rules of Credit Progressing Method for the workpackage.

 

Project Details

  • Update Resource Type field value from ‘LaborExpense’ to ‘Labor Expense.’
  • Defect fix re: column filtering does not work for dropdown fields.

 

Project Managers Dashboard

  • Defect fix re: clicking on X disables the buttons in Dashboard Reports.

 

Cost Code Reports 

  • Updated the Fully Committed Budget metric to use PO Committed Date (formerly used the PO Date) and to reflect PO Line Close Adjustments using the Close Date (formerly used the Close Creation date).
 


Custom Reports

The custom reporting features received a great deal of attention in this release to provide more reports, more fields, and a few bug fixes to improve usability and performance.

 

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


Business Intelligence Reporting

Many new reporting fields and a number of new reports were added to the business intelligence area of 4castplus. Please read further by clicking the link below.

 

Resource Reports 

Labor

  • Defect fix re: column filtering does not work for dropdown fields.

Vendor

  • Defect fix re: column filtering does not work for dropdown fields.
 

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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