Cost Management

Document Generation

• Document Generation Variable Finder – A new document variable finder is now available to help members easily find and understand what variables to use and preview formatting.

  1. Access the finder in the Settings tool in Cost (account/project administrator access required).
  2. Navigate to a document template section and click to edit it.
  3. Click Look up document variables in the upper right.
  4. A new window will open with the document variables related to that template.
  5. Expand sections, preview, and copy the necessary variables into your template.

  Learn more about Variable Finder.

  

  

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• Document Bookmarks – If using the browser viewer for PDFs, bookmarks are now automatically created and can be used to navigate generated documents.

  

Budget Tool

• Budget Snapshot Report Enhancement – The Budget Snapshot report now includes a new status column showing whether an item has been Added, Changed, or Removed. Also, when exporting the report, a new option allows members to include a variance column showing the delta between snapshot versions.

  Learn more about Budget Snapshots.

  

• Budget Snapshots Integration State – Within the Budget Snapshots flyout, members can now see if a Snapshot has been integrated with their ERP by clicking the three-dot More menu, then selecting Integration.

  

• Enter Custom Attributes Directly in Budget/Contract Overview Columns – To help increase efficiency, members can now directly enter custom attribute information (except for text-type attributes) within the columns of the budget/contract overview table. This can be done without needing to switch to edit mode.

  Note: Full control or above permission level is required.

  

• Multiple RFQ Recipients – In the Contract Flyout, the additional contract field for RFQ Recipient now allows multiple contacts. Also, in the RFQ flyout, the Contact field now also allows multiple contacts.

  Note: Only the first member listed will be used in document generation.

  

Change Order Tool

• RFQ and SCO Group/hierarchy by PCO – Added the ability for members to group by PCO option (1) or show PCO in hierarchy option (2), or both.

  

• Duplicate Cost Items – A new option to duplicate cost items to save time when needing to add similar items in a PCO.

  

• Customize Accept & Accepted terms in RFQ workflow – Within the General tab in the Settings tool of Cost Management, project administrator can now modify the two status and action terms used in RFQ workflows.

  

  

• Carry Description from PCO – The system now carries descriptions from the PCO when creating upstream and downstream change orders.

• ERP/Integration Retention Enhancements – New columns are available to track released and retained amounts per period.

  Note: The new columns are not turned on by default. Enable them using the column selector gear and add them to a saved view if necessary.

  

• Budget Lock Enhancement – Budget lock can now be turned off by an Account Admin. A new option to prevent budget code creation in the user interface for companies that want the ERP to fully control budget item creation has also been added.