General
• 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 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.
• Added an option to print the
billing notes and payment app notes on the A/R Balance Detail report.
• 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)
• Certified payroll report updates (OH, MO, MA, MN, NJ DOL MW-562, NY Dormitory
Authority, 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.
• 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).
• Includes any 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)
• 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 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.
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