General
•
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 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)
• 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.
• 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 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. - Project
Listing job costing reports available to print totals by project.
• Several
billing change order improvements:
-
Added an option to add a suffix to the billing change order number, e.g.,
“1-Revised” or “1a”.
- 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 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 (WH-347, CA DOT, IL DOT, IL DOL, NJ EDA, OH
PFC, OR, 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.
• 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.
• 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 the latest tax table.
• 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)
• 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 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 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 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