Progress Claim
General Contractors can now view and PDF Progress Claims in the status of Submitted.
Fixes
Change
Identified Issue: If the search page was refined by a discipline, Changes with multiple disciplines selected were not displayed in the refined search results.
Progress Claim
Identified Issue: The Owner role was restricted from view access to Progress Claims in any status.
]]>CRX
The descriptive text on the “CRX Due On” field has been updated to “Required By” for clarity. Furthermore, it now displays on the CRX for the Sub-Contractor’s review when providing pricing.
Submittal
The Transmittal list, as displayed when editing a Submittal, is now sortable by Number, From, To, Action Taken or Date.
Documentation
The “Limit Access to Selected User/Groups” selection in a Documentation is now included in the Excel/CSV report information.
Fixes
Meeting
Issue Identified: When the search results, on the Meeting search page, are refined by Meeting Type, the total records found is incorrect and Onware does not provide the ability to select a different page to view additional search results.
Consultant Recommendation
Issue Identified: The “Issued By” column on the Consultant Recommendation search page did not display any information.
Consultant Recommendation Standard Report
Issue Identified: The “Issued On” and “Issued By” columns in the Consultant Recommendation standard report did not display any information.
Recommendation
Identified Issue: When a project participant’s Role access was defined within the project, they were unable to access the Recommendation search page.
Submittal Stamping
Identified Issue: The Stamp “Successfully Added” banner displaying and automatically removing after a designated amount of time could impact cursor placement on the thumbnail image.
CRX
Identified Issue: The CRX’s “Total Labour + Materials/Equipment/Transport + Sub-contractor” dollar value calculation did not update when the Profit or Overhead percentage field values were adjusted.
Change
Identified Issue: The Change CSV report did not generate based on the selected search criteria.
]]>Request for Information
Identified Issue: When an RFI is returned to the initiator, clearing of the “Waiting For” column on the RFI search page generating errors for the user that returned the RFI, causing them to close their Browser and re-login to Onware.
]]>Change Order
The Previous Changes calculation within a Change Order will now include Change Orders in the Submitted Status.
This Calculation is the sum of all Change Orders of the same Contract in the statuses: Submitted, Issued, Acknowledged and Signed. Change Orders in the status Initiated, Rejected or Cancelled are not included in this calculation.
Request for Information
1. Send RFI’s, via Cover Letter, to anyone, directly from the RFI Search page!
In an effort to streamline and improve efficiency of sending documents using the Cover Letter feature, the “Select an Action” drop down menu on the RFI Search page now includes an additional option for “Send via Cover Letter”.
To send an RFI via Cover Letter, follow the steps below:
- From the RFI Search page, select the RFI(s) to be sent using the checkboxes.
- From the “Select an Action” drop down menu, select ‘Send via Cover Letter’.
- Select the Go button, to the right of the action drop down.
- A new Cover Letter will display, with the RFI’s, and their corresponding attachments, selected in step 1 attached.
- Complete the remainder of the Cover Letter, as required.
- Select Issue & Send E-mail
2. Did you select “New Question” by mistake on a returned RFI? You can now correct it!
A General Contractor can now delete an initiated question on a returned RFI, allowing the General Contractor to subsequently Close the RFI or ask a new question.
3. Forwarding Closed RFI’s to Sub-Contractors
To improve the RFI forward functionality, we have added the ability to Forward Closed Requests for Information. Selecting the Edit link, from the RFI Search page, will allow the General Contractor to identify the recipients and complete the RFI Forward.
4. RFI Search page
When an RFI is Returned to the Initiator, the ‘Waiting For’ column on the RFI Search Page will no longer display which Discipline responses are outstanding.
Documentation
In an effort to streamline and improve efficiency of sending documents using the Cover Letter feature, the “Select an Action” drop down menu on the Documentation Search page now includes an additional option for “Send via Cover Letter”.
To send Documentation via Cover Letter, follow the steps below:
- From the Documentation Search page, select the documents to be sent using the checkboxes.
- From the “Select an Action” drop down menu, select ‘Send via Cover Letter’.
- Select the Go button, to the right of the action drop down.
- A new Cover Letter will display, with the Documentation documents, and their corresponding attachments, selected in step 1 attached.
- Complete the remainder of the Cover Letter, as required.
- Select Issue & Send E-mail
File List
The File List will now default to List View rather than Thumbnail view.
Fixes
Time Sheets
Identified Issue: The Total Hours row did not calculate the daily columns total on the printed version of a Time Sheet.
Change Directive
Identified Issue: Error generated when attempting to Re-open the last Quotation on a Change Directive.
Change Order
Identified Issue: When Change Orders are Issued out of chronological order, the
Previous Changes ‘Update to Current Value’ button may not have calculated all issued Change Orders accurately.
Quotation
Identified Issue: Error generated when Prime Consultants attempted to create a New Recommendation from within a Quotation.
Subcontractor Change Order
Identified Issue: When the [All] checkbox is selected from the Search results column head, the Subcontractor Change Orders were not automatically selected.
CRX
Identified Issue: The Edit link was displayed on Subcontractor Quotations that were not editable.
Supplemental Instruction
Identified Issue: When search criteria is isolated to a specific discipline, the Standard and General contractor SI reports excluded SI’s with multiple disciplines selected, which included the search criteria discipline selected.
]]>In Version 8.25.0 we are introducing a new General Contractor Report for Supplemental Instructions, while enhancing the RFI and Submittal General Contractor Reports. Click here for more details.
Enhancements
Person Directory
The Person Directory has been updated to include new search criteria and improved flexibility when searching by Discipline(s) or Trade(s).
- Refine search results by Group(s), Feature(s) and/or Role(s).
- Primary Discipline(s) and Trade(s) selector updated to allow for multiple selections.
E-mail Maximum Attachment Setting
E-mails sent by Onware have a maximum size limit that is determined by the setting: E-mail Maximum Attachment Size. This setting, which is typically set to 5 MB, must be configured by the Onware Helpdesk. With Onware version 8.25.0, we have updated this setting to now be available on a per-project basis.
Altering this setting on a per project basis allows the flexibility to decide, on a per project basis, if attachments will be included in e-mail subscriptions generated by Onware. By default, attachments will still be included in e-mail subscription emails.
However, when the setting is configured to not include email attachments, no attachments will be included in the e-mail. Users will still have access to download all attachments as a ZIP file directly from the e-mail and reference the attachment table. The attachment table will still specify if attachments were included in the e-mail.
Should you need to adjust this setting for your project please contact the Help Desk for further Assistance.
Budget Adjustment
When a Budget Adjustment is created from a CRX, the line item(s) on the Budget Adjustment will now reference which CRX the information was populated from.
If adding a new item directly to a Budget Adjustment, you can now select a CRX using the CRX # field which displays all CRX’s on the project available for selection.
Documentation
Added ability to view comments, entered in the comment tab, when viewing a Documentation.
File List
A keyword search field has been added to the File List. This field will search the titles of the uploaded document(s) in the selected folder.
Program Clarification Request – Submit Workflow
The Role identified in the “Submit & Issue Workflow” setting now has the ability to return the PCR to the initiator, should any information be missing or incorrect. A comment must be entered in the comment tab prior to selecting Return to Initiator.
Subcontractor Change Order
A column added to identify the Company associated with the Sub-Contractor has been included.
Original Contract Amount and Previous C.O. Amount to Date fields now have an “Update to Current Value” button(s) available. Selecting the button(s) will overwrite the amounts entered or displaying with the current values calculated automatically by Onware.
Fixes
Change Directive
Identified Issue: Close action button displayed when Change Directive in Acknowledged status.
Change Directive Standard Form
Identified Issue: Acknowledged signature line not displayed on Change Directive standard form.
Company
Identified Issue: When checkbox selected in Contacts section header, corresponding contacts were not automatically selected.
Quotation Search page
Identified Issue: Status Column did not display the status of the Quotation.
]]>Progress Claim – Standard Form
Error generated when attempting to View or PDF a Progress Claim with an ‘Amount of this Certificate’ value ending in zero.
If the ‘Amount of this Certificate’ value contained a comma, the text conversion of that value was incorrect.
Meetings
Inability to create new global meeting types (“Add” button was not available).
]]>Company – Printed Forms Logo
The Remove button has been removed from the program as an existing logo can be amended by re-uploading.
Cover Letter
Unable to attach a CRX.
Password
When attempting to reset a password with invalid criteria, both an error and confirmation message were displayed.
Progress Claim
When a General Contractor submits a Progress Claim, the tax was not being calculated automatically.
]]>
Enhancements
Construction Diary
The section previously titled Tasks has been renamed to Trades.
Standard Form – Program Clarification Request
Removed wording “Description” from the Question and Response sections due to redundancy.
Fixes
Construction Diary
When copying a Construction Diary, the Task section did not copy into the new Construction Dairy.
Link to Download All Attachments as a ZIP file generates error.
Meeting
CSV Report on the Meeting Search page generates an error.
When creating a new user from within a Meeting, the associated company field did not generate any results.
Creating or editing a Global Task Type generates an error.
When a subsequent meeting is created with identical meeting item types, the meeting item numbering of identical types to the previous meetings did not restart at 000001. The item type numbering is dependent on the number of items in that meeting rather than the number of items across all meetings of the same type.
Program Clarification Request
When the Program Clarification Request numbering is manually entered, Onware did not validate if the existing Program Clarification Request number was already in use.
Deleting a Program Clarification Request generates an error.
Progress Claim
With the new functionality introduced in Onware version 8.21.0 to manually adjust the tax amounts in a Progress Claim, previously issued Progress Claim tax was not displaying.
Quotation
When entering a quotation on behalf of the Contractor, the Issued by field did not generate any results.
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Want to learn about all the exciting changes in version 8.21.0 of Onware? Click here!
Cover Letter
Question mark displays in text of Cover Letter email, if a paragraph return is used in the message field.
Program Clarification Request
Response received alerts did not bold with an asterisk to signify a new alert.
Progress Claim
A recommendation can be requested on a Progress claim without a discipline selected.
Project Edit
Error generated when removing a project participant from a project.
Recommendation
Error generated when attempting to delete an initiated Recommendation.
Saved search criteria generated an error when loading the browse/search page.
Request for Clarification
Response required alert is not removed from the Main Menu/Alert List when a response is issued.
Request for Information
Saved search criteria generated an error when loading the browse/search page.
Subcontractor Request for Information
Saved search criteria does not save the trade selection.
Submittal
An error is generated when a Sub-Contractor creates a Submittal Revision.
A General Contractor received an access denied error when deleting an initiated Submittal.
Tasks
No tasks are displayed when using the Meeting Type search filter.
Edit task button available to users that may not have edit access.
Transmittal
An error is generated when attempting to delete an initiated transmittal with attachments.
Unsolicited Change Request
A re-quote can be requested on an Unsolicited Change request without a comment entered.
Cloud Specific Clients
Uploading documents becoming corrupt during upload process.
Preferences
Project Participants were able to amend Login ID without being an Administrator.
]]>Onware is excited to announce our largest Version 8 functionality and enhancement release!
It’s so big we broke it up into manageable and read-able chunks so not to overload you! Select one of the links below to learn all that is new and different in version 8.21.0.
- Program Clarification Request
- File List Improvements – Including new functionality and enhancements
- E-mail Enhancements – Introducing the ability to download all attachments at once!
- Entering a Sub-Contractor Quotation on behalf of the Sub-Contractor (Trade)
- Search Screen Refinements
- New Functionality
- Enhancements
- Fixes