Cost Management
Settings
Compliance Enhancements - New options have been added to Cost Management's Settings (Settings > Cost > Compliance Requirements):
Payment Stage-Based Compliance: Administrators can now apply different compliance requirements based on the payment application stage: any stage, initial, progress, and final.
New Compliance Condition – A new option prevents contract sending based on the budget code segment type.
Automatic Document Capture from Email Replies – When replying to system-generated emails (e.g., RFQs, Contracts, SCOs, OCOs) with attachments, the files are automatically saved to the corresponding module's Attachments section within the flyout. The email body is stored as a comment, and relevant stakeholders are notified via integrated alerts.
Payment Application Approval Workflow by Main Contract - A new condition option, "Main Contract Name", is now available for Budget and Cost Payment Application approval workflows.
Time-Based Unit of Measure - Administrators can now rename the system time-based units.
Conditional Custom Attributes per Contract Type – Administrators can now choose which contract types attributes apply to.
Budget & Contract Allocation Setting - Enhanced the setting to clarify the incremental nature of the options.
Customizable Decimal Places - Administrators can now select up to 6 decimal places for numbers and percentages.
E-Signature Enhancement - Enhanced merging capability to better support sending document packages made up of multiple documents with e-signature requirements.
Budget Tool
Budget & Contracts Quick Search - A new quick search field is now available in the Budget and Contract Overview, making it easy to find budgets and contracts by name or code.
Filter & Group Flyout Enhancement - Search functionality is now supported within dropdown components in the filter and group fields of the flyout, making it easier to locate options quickly.
Cost Tool
Contract Enhancement - Contract SOV import now allows non-zero-unit cost with zero amount and quantity.
Separate SOV and Change Orders into Multiple Excel Worksheets - SOV and change orders are now separated into multiple Excel worksheets based on change order types.
Change Order Tool
Create Potential Change Order Without Mandatory Cost Items - A Potential Change Order (PCO) can now be initiated without linking it to budget or cost items. This enables early stakeholder review and budget impact estimation without affecting the budget. Note: Cost items are required to progress the PCO to the next stage, but the original entered amount on the first cost item added is kept for audit purposes.
Potential Change Order (PCO) Duplication - Members can now easily duplicate PCOs via the more menu.
Editable Quantity and Unit at Change Order Level - Cost Management now allows editable quantity and unit at the change order level.
Forecast Tool
Redistribution without Actuals - Previously only available when actual costs were added, members can now redistribute in the detail view at any time to adjust the forecast.
