Gantt View for projects to create planning tasks which can be converted to installation tasks
Create custom checklists and associate to Tasks, Service Orders and Projects. Checklists can be published to Mobile Install.
Business Analytics (Chart and List) on Projects, Project Items, Change Orders, Service Orders, Tasks, Service Plans and Purchase Orders
Display customized and user configurable Business Analytics on Home Page
Improved user interface, ribbons and icons
Support System DPI Awareness (4K Monitor Support)
Setting to share QuickBooks and Report Settings with all users
Option to share custom layouts with all users
QuickBooks Settings to use project number as estimate number and PO number as purchase order number
Added four List (dropdown) and four Boolean custom fields to Products/Labor Items (catalog and projects)
Can now view up to 10,000 products per page
Add rounding options to calculated items
Add case button in manage IOs dialog
Add option to update Part Number field in SI from Portal.io
Added Client Type of Lead, Prospect and Client for Clients
Added a Lead Source field for Clients
Added Comments field to Clients, Contacts and Vendors
Project Item Summary view improvements - Location and System grouping options and option to display packages
Added Estimated Close Date and Closed Date fields to Projects
Added Sales Rep, Project Manager and Designer fields to Projects
Quick Compare of Unit Cost of project items with catalog and quick update of cost from catalog
New taxes and new phases can be used on multiple pending Change Orders
Mark an approved or rejected change order as pending
Change Order history view
Projects Component Id to have option to prefix parent item Component ID
Placeholders can split out Cost and Price options
Display the “Phase labor cost” and “Phase labor price” in “Labor Unit cost” and “Labor Unit price” columns in Project Editor
Project Import to have option to select project status
Allow for more editable fields in Project Editor grid control
Add "Order Numbers" column in Project Explorer
Add Project Setting to Maintain Shapes/Blocks and Connections
Add a count field for selected items from project dialogs
Add option for fixed additional taxes to account for discretionary surtax in Florida
Option to Bcc current user when publish to Vendor Portal
Bulk Purchase Order creation for projects and catalog items
Allow users to select which project items to remove from a purchase order line item when quantity reduced
Mass Update task and service order prompts to publish to mobile install
Add System Defined schedule statuses
Make Client and Project clickable links in Mobile Install
Add Search to Report Import/Export
Add option to “Delete from server” while deleting report groups
Enable "Summarize in Client Reports" functionality for Allowances
Add more options for billing frequency and allowable hours
Reminder notification for projects not checked in for xx days
Add Project name in Purchase order workflow notifications
Points implementation with schematic shapes to represent points in Visio with reporting
Visio Smart Callout shape works with wires and 1D shapes
Improve Visio Off Page Reference shape speed
New API to export Service Plans, Service Orders, Purchase Orders and Tasks
API Automation - export (to the API) of updated catalog products every 24 hours
API Automation - automate project creation, change order creation, product creation and client creation
API to support deleted of items with specific quantity in existing projects
Line Item Detail Reports not respecting OFE Report Setting
Labels must be same quantity for finish wire in Item Receipt label report
When adding new items to a fully received purchase order change the status to “Partially Received”
User without view all client permission can see other clients in the select project dialog for new task according to project status applied
Off page reference paste and paste special bugs fixed
Cloning an archived service order should not create the cloned service order as archived
Crash error when creating projects with large text in all custom fields and project notes