1. Estimating - Quantity Calculation - Do you have the need to do a quantity calculation in Estimating. This has been added in this release. In the Qty column, type in the equal sign and then the calculation. For example, =8*2. When you tab out of the field the calculation will show as 16.
2. Estimating - Emailing to Suppliers - When estimating do you have a need to select lines from within the Estimate and email them to a supplier for pricing. This release has that function. Go into your estimate and tick the lines and go to Other functions dropdown and there is a new option - Create email from selected row. On selecting this your will be presented with a screen similar to the below.
If you have the suppliers/subbies names in the supplier column in the Estimate, it will also put in their email address.
Once this email is sent, there will be a record on the activity log against the estimate.
3. Timesheets - on both the web and mobile timesheets, there is a new function to copy a timesheet from the previous day.
On the Desktop - If you want to copy a timesheet, tick the box at the top of the screen before clicking to open a new timesheet. All fields will be duplicated from the previous day into the new timesheet.
On the mobile - Go to the 3 dots (...) top right and there is an option to copy at timesheet.
4. Dashboard - New Widgets - 2 new widgets have been added. They are Certificates and Incomplete Action Items. These are in the widget bar on the right and can be added to your dashboard. Note, you will only see these widgets if you have access to the function.
5. Report - Commitments by Trade and reference code - This report is an extension of the commitment report. Whereas the commitment report would show you just one line per transaction, if you had multiple lines on say a PO, then they will all be listed in this report. See the example highlighted in yellow.
