You can adjust what columns display by clicking the Field Chooser button:
Prior to SP3, sorting the Project Grid only worked on a per page basis
The default is 50 projects per page but can be set to 5, 10, 50, 100, or 250.
When creating a Revision of a project, there is now a 500 character field for notes. The date and time stamp is automatic. These notes are viewable in the Revisions list on the "Selected Project Details" tab as well as in the Revision Management interface.
Previously, SI5 remembered the username and password automatically. This option was added for clients with security concerns.
The Online Data Library and Make a Data Request links open in a browser and are shortcuts to pages on our website. The SecureConnect 2.0 link will open a portal for viewing the latest updates from manufacturers.
Columns and grouping on the Reports tab will now persist vs. resetting each time you open SI5. Improvements have been made to load the grid faster on the Projects sub-tab. You can now turn off the Scope of Work from displaying in the Projects sub-tab via a Global Reports Setting.
The new methodology is as such:
Prior to this change, products marked as Owner Furnished Equipment (OFE) would show up on the Purchase Order Request reports, now they do not. If, for some odd reason, you wish to re-enable showing OFE products, you can edit the Report Definitions for both of the stock Purchase Order Request reports.
Previously, duplicating products or packages only gave you a quantity field and by default created the new products/packages in the same location and zone as the original product/package. Now you have the option of choosing different location(s)/zone(s).
Prior to this change, when replacing a product within a project, the accessories were removed from the project as well. For product replacements that used the same accessories, this caused unnecessary entries on Change Order reports. Now you have the option to keep the prior product’s accessories in the project and they will be assigned to the new product.
When you click the Show Only Discontinued Products button, the Project DataMatrix (PDM) will be filtered to only the products that have been marked as “Discontinued” in your MasterTable. This function is useful for longer projects where products that you have specified become discontinued during the life of the project.
Prior to SP3, when adding a package to a project you were not prompted for the Head End and Wire Length for Rough-In Wire and Cable products unless the wires were accessories to other products. This setting allows you to choose to be prompted for all wires in a package. This option is set from within a project via D-Tools->Options->General tab. Once set, this option will persist to all existing projects.
Unchecking this option allows for more viewing area of the PDM with in the Text Interface. By default, this option is checked.
Update to Master - Changes in Category, Manufacturer or Model in product dialog in projects update the correct master product (does not create a new product)
Prior to SP3, you would be prompted to create a new product in your MasterTable database. This would create "duplicate" products in your database, especially when assinging products a more appropriate Category or when correcting the spelling of a Model number. Now changes to these three key fields will update the "original" product in your MasterTable database versus creating a new product.
See here for a complete list of software requirements/compatibility.