December 2021
Completed Support Items:
Customs
Updates to material list
- You can now scan in the Mac Address.
Bug Fixes
Fix Parent Task
- Now hours on the subtask will show on the parent task as expected.
Update to Opportunity
- When you change the status on an Opportunity it will update the Won-Lost code and date fields.
Update to Material List
- When request day is 5 days out, it will turn yellow and when it past due it will turn red.
New or Updated Reports, Dashboards, or Workflows:
New Reports
Created Total Billable Hours report
– Shows total billable hours by department and labor type.
Created a Report for Backorder material using the PO
New Dashboards
Project Project Manager Dashboard
Project Superintendent Dashboard
Workflow Amendment
Add Critical Parts bucket to the Service Workflow
Items Currently in progress:
Sales
Opportunity with Multiple Quotes
- The value on the quote will include all quotes & order except ones marked exclude and any quotes in rejected, canceled, dataentry or confirmed status.
Site Record - Quality Index
- Add "Bed Count" field.
SUB TYPE 3 field
- Added another sub type field .
Service Call - Add Include Opportunity Document
- See documents from the opportunity on the call.
Future Build Development Items :
Spring 2022:
All Live Data Reports
- Adding a filter option for each quarter and next year.
Material List Split Line Items
- Ability to split multiple lines into single lines.
Future Unscheduled Development Items:
Opportunity Funnel Tasks in Resource Console
- Be able to move Opportunity on Resource Console like a task.
Master Number - Profile Tab - Profile Grid
- Hide expired profiles and add a "see all" check box.
Canceling HR requests
- Give the user the ability to cancel their HR time off request.
Global schedule
- Option to change the hours on the global schedule.
- Heather Hiett, Q360 Support Specialist