General 
• Added employee screen for all modules. Track employees, work schedule and training/certifications.
• Added company id and company name filter and sort order options to company list screen.
• Added company listing report to company list screen. Also added company role column to list screen.
• Added Warranty Document under Other Docs. Can customize document and print a log report.
• Added “Send via Email” button to all “Other Docs” document email/cc tab.
• Several changes for Windows 10 compatibility.
• Added Contractor’s Qualification Statement report to print on plain paper or send via email.
• Added expiration date field to insurance tab on companies and company insurance report criteria.
• Emailing changes to set the to, cc, and subject fields when using Outlook.
• Added new To Do list features. Added ID, status, priority, responsible party, resolution date, and notes.
• Open issues are tracked by project/company, status, priority and appear on the project summary tab.
• Increased security with option to require user id in addition to password to sign into the program.
• Updated project key parties tab to include contact title and project manager name for all modules.
• Added project/contract # and job number to the project list filter options.
• Added spec section field to project screen and project list filter options.
• Added sort order to project list to sort by project id, description, project/contract # or job number.
• Added job number column to the project listing report.

Contractor Billing    (if you don't have this module, you can add it!  Click Here for more information)
• Added a field to print a message below the amount due on the payment application (if not using sales tax).
• Added Waivers and Releases list screen, log report, and copy to new record feature.
• Added Waivers and Releases button on payment app screen to view/edit or create waivers and releases directly from the payment app screen and automatically fill in the amount and through date.
• Added option to create a template from any project schedule of values.
• Added page break and totals options to Schedule of Values templates.
• AAdded schedule of values item code if used to billing change order approval tab.
• When adding schedule of values from estimate can now add the estimate item code to the SOV item code.
• Added buttons to payment app cover letter form to open defaults settings and to reset letter to defaults.
• New Job Costing feature now included:
  - Enter estimated costs in schedule of values by line item and actual costs on payment applications.
  - Reports available for Job Profitability, Estimates vs. Actuals, and Cost to Complete.
  - Print detail reports by schedule of values line item or summary reports by job cost item.
  - Project Listing job costing reports available to print totals by project.
• Added electronic signature to notary information and billing plain paper payment applications.
• Added notes column to payment application details line items for improved tracking capabilities.
• Added an option to add a suffix to the billing change order number, e.g., “1-Revised” or “1a”.
• Added an option to print an invoice number on the payment application.
• Changed batch worksheet report to also include projects with an A/R balance due.
• Added an option to print the billing notes and payment app notes on the A/R Balance Detail report.
• Several billing change order improvements:
  - Added option to enter sales tax and other costs (new costs tab). Also new items and costs listing.
  - Added option to the print item listing (with or without costs) along with the change order.
  - Added option to send the change order via email. Can include item listing and attachments.
  - Added option to send the work order via email.
• Added a new detail view on schedule of values to show all fields on a sub-form instead of in columns.
• Added notes field to optionally print on the billing worksheets.
• Added fourth address or attention line to plain paper invoice report.
• Added percent complete column to project listing reports.
• Added Contractor’s Qualification Statement form and report. Prints on A305 or plain paper.
• Added “Print Detail Worksheet” button so you can print the worksheet in landscape or portrait.
• Added option to show both project id and description on billing project listing reports.
• Added “Next App Due” column on billing project listing report and ability to filter by that date.
• Added billing next app due date to the filter criteria on the project list screen and report.
• Changes to the bars start/end points on Gantt chart reports on Windows 10.
• Added an option to print an item code instead of the line # on the schedule of values and pay app.
• Added a ”revised” option to add a suffix to payment application number, e.g., “1-Rev” or “1a”.
• Added billing project #, project/contract #, and job number as sort order options for project listings.
• Added option to filter billing reports, billing worksheets and A/R reports by project manager.
• Added option to print project manager initials on A/R reports.
• Added project/contract #, job number and project manager to billing worksheets.
• Added options to not print billing worksheets if only balance left is retainage or unpaid A/R amount.

Certified Payroll Tracking    (if you don't have this module, you can add it! Click Here for more information)
• Changed WH-347 report expiration date per latest US DOL modification. You will get future updates (for one year).
• Added training/certifications tab to employees form to track and print training/certification reports.
• Changed reports to allow multiple time card entries with the same project/work class (manual entry only).
• Added new default time card notes field to employee screen that will fill in on time card when created.
• Utilization report usability improvements. Defaults can be set at company and project level. Added button to print utilization reports from compliance reports screen. Fills in project defaults automatically.
• CA DIR XML file improvements. Added option for fringe benefits to use hourly rates or total weekly dollar amounts. Changed other fringe benefits and other deductions to go into new fields in XML file.
• Includes any updates for the next year to remain current on the report formats and tax table updates.
• Numerous certified payroll report updates (WH-347, CA DOT, CO DOT , CT, DE, IA DOT, IL DOT, IL DOL, NJ EDA, NJ DOL MW-30, NJ DOL MW-562, NY Dormitory Authority, NM, NYC DDC, NYC SCA, NV, MO DOL, OH PFC, MA, OR, RI, NV).
• Added listing reports including summary/detail project lists with last report date and last timecard date.
• Added option to show or hide the employee SSN on timecard detail and summary reports.
• Can set defaults for exceptions/explanations, permissible deductions and other fields for new projects.
• Can set defaults for CA DIR eCPR XML file in preferences to avoid re-entry for each new project.
• Added option to print project id on compliance reports in addition to project description and address.
• More options on analysis reports to include project id, sort by id or description, and filter by status.
• Added option to analysis reports to show RT and ST hours and amounts separately (not combined).
• Added schedule tab and fields to employee screen. Also added Employee Schedule report.
• Add an option to show the fringe rate separate from and after the basic wage rate on the WH-347.
• Added fringe benefit plans and categories that can be used on work classes and time cards.
• New fringe benefit plan reports to show contributions by plan, project, and employee.
• Added date hired to employee screen.
• Improvement to process of creating the CA DIR XML file (better validation and error handling).
• Added new fields to LCP tracker export file (total hours all projects, time card notes, date hired).
• Added option to LCP tracker export file creation to just show last 4 digits of SSN (xxx-xxx-1234).
• Improvements to QuickBooks integration to reduce project list refresh time & improve error resolution.
• Added an option to close the project after printing the weekly compliance report.
• Added more options when printing reports for a date range including marking last report as final.
• Now able to print multiple copies of certified payroll compliance report to default printer.
• Added to employee detail report (date hired, new W-4 fields, work code, gender, OSHA 10 cert, plan).
• Added option to refresh QuickBooks customer:job list from the timecard import screen.
• Added status filter to QuickBooks certified payroll checklist for employees (all/active/inactive).
• Added status filter to certified payroll checklists for projects (all/open/closed/bidding phase).
• Latest tax table version.
• You get all the updates for the next year to remain current on the report formats and tax table updates.

Communications    (if you don't have this module, you can add it! Click Here for more information)
• Drawings improvement to add signature area with name, date and e-signature fields and continuous option.
• Notice improvements. Added new type “TXT”, added suffix to number, added company to “From” tab, added default company to “To” company. Fills in email address when selecting “To” company or contact.
• RFI improvements to fill in answered/requested by fields on RFI when selecting to/from company/contact.
• Added company to “From” tab on Letters, Transmittals and Submittals.
• Added item total dollar amount to Material Log list screen and status report.
• Added an option to print a signature line on the Telephone Log.
• Added new name column after company on daily report form work force tab and added it to report.
• Changed Material Log Items Detail Report to add Item Date to Use, Items Dated From, Items Dated To.
• Added item total dollar amount to Punch List log report, list screen, and status report.
• Added Warranty Log and Notices forms/reports/logs/word templates.
• Added option to print section column on submittal log report.
• Added option to view/print all open or approved proposals on list screen and log report.
• Added date column to submittal items screen and submittal sheet report.
• Added phone column to mass mailing distribution list screen and report.
• Added new type “PRO” to proposals. The report says “PROPOSAL” instead of “ESTIMATE”.
• Added Create Contract/PO button to proposal screen.
• Changes to the bars start/end points on Gantt chart reports on Windows 10.
• Added the ability to create submittals from all or selected billing schedule of values line items.
• Added new Daily Reports combined report. Puts all daily report details on one report.
• Added a Work Order tab and report to proposals.
• Made meeting minutes items notes rich text and added form for easier editing of description and notes.
• New continuous option for RFIs, Notices, Transmittals, Submittal Log, Daily Reports, Material Log and Punch Lists to print the signature at the end of the document instead of at the bottom of each page.
• Added an option to print a signature line on the Material List and Punch List reports.
• Can now edit start date, duration, and end date on schedule list form without editing details on task.
• Added an option to include a note on the RFI report that “costs cannot be determined at this time”.
• Added a checkbox option to hide the cost on the RFI and another to indicate it is an estimated cost.
• Added option to set the status when sending documents to the correspondence sent and received logs.
• Added an option to print a third signature line on Proposals.
• Changed Proposals status report to include the cost column.
• Added additional status options to Submittals (Reviewed and Reviewed with Indicated Corrections).
• Added an option on Material List to copy items from Contract/PO.
• Added end time and duration to telephone log and added a telephone log detail report.
• Added an option to copy a telephone log entry to create a new entry.

Contract Documents     (if you don't have this module, you can add it! Click Here for more information)
• Added item total dollar amount to Material Log list screen and status report.
• Added button to Contracts/POs form to copy items from any Material List.
• Added Warranty Log and Notices forms/reports/logs/word templates.
• Added option to view/print all open or approved proposals on list screen and log report.
• Added option to send the change order work order report and attachments via email.
• Added Contractor’s Qualification Statement to print on plain paper or send via email (per project).
• Added attachments tab to A305 Contractor’s Qualification Statement screen.
• Added new type “PRO” to proposals. The report says “PROPOSAL” instead of “ESTIMATE”.
• Added Create Contract/PO button to proposal screen.
• Added a Work Order tab and report to proposals.
• Added an option to add a suffix to the contract change order number, e.g., “1-Revised” or “1a”.
• Can now edit start date, duration, and end date on schedule list form without editing details on task.
• Added option to set the status when sending documents to the correspondence sent and received logs.
• Added ability to print to A401-2017 pre-printed AIA paper document.

Estimating     (if you don't have this module, you can add it! Click Here for more information)
• Added attachments tab to estimates form.
• Added Email tab to estimates forms to be able to email proposal document and attachments.

Note: The Quantum Project Manager Program prints information onto original AIA^* Contract Documents, which users must purchase from AIA^*. This program does not generate any original AIA^* Contract Documents.

^*AIA is a registered Trademark of the American Institute of Architects

Other Quantum Project Manager Modules Available
Special Discounted Prices when you order additional modules with your upgrade order!

Contractor Billing- Generate your payment application and continuation sheet. Add for $239! Now integrates with QuickBooks^TM 2010 through 2021 or higher!

Certified Payroll Tracking- Generate your federal and state prevailing wage reports.  Now integrates with QuickBooks^TM 2010 through 2021 or higher! Add for $239!

Communications- RFIs, Notices, Transmittals, Letters, Submittals, Proposals, Waivers and Releases, Schedules, Daily Reports, Punch Lists, Insurance Log and Insurance Notices, Telephone Log, Correspondence Sent and Received. Add for $239!

Estimating- Enter items, costs, markups, print reports and proposals. Add for $239!

Contract Documents- Create and track Contracts, Purchase Orders, Proposals, Change Orders, Schedules, and Waivers and Releases. Print log and status reports. Also print onto many pre-printed contract documents. Add for $239!

Equipment Tracking- Record and schedule your equipment and vehicle information, making monitoring your equipment operations snap. There are many useful reports included. Track your vehicle mileage, fuel costs and gallons used as well as other expenses. Add for $239!

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