2023.11: Work Summary, Project Improvements

Features:  

Work Summary (BN-4465): We have prepared a new dashboard for users that provides fast access to work that requires actions. This new dashboard is the Work Summary Dashboards that can be selected in the user profile. Scroll down in the user profile to reach the Dashboard Details section to select a dashboard.

This dashboard will show information in tiles that describe the actions that need to be taken and link to the work that needs to be done. If there is no action that needs to be taken in a particular tile, it will not be clickable.

Work Summary Tiles (21 total tickets): We have added tiles for all actionable items for Work Summary Dashboards. They are separated into Vendor Dashboards and Client Dashboards to help keep the actions needed organized.

Vendor Work Summary Dashboard Tiles:

Invoice Required

Work Order: Pending Acceptance

Work Orders: Open Work Orders

Work Order: Late

Work Order: Emergency

Invoices: Submitted Client Invoices

Invoices: Rejected Client Invoices

Proposals: Proposal Required

Proposals: Submitted Client Proposals

Proposals: Rejected Client Proposals

Project: Tasks Approaching Start Date

Project: Missed Start Tasks

Project: Missed Completion Tasks

Project: Upcoming Deadlines

Client Work Summary Dashboard Tiles:

Invoices: Overdue Vendor Invoice Payments

Invoices: Vendor Invoices in Submitted

Proposals: Vendor Proposals in Submitted

Project: Tasks Approaching Start Date

Project: Missed Start Tasks

Project: Missed Completion Tasks

Project: Upcoming Deadlines

Assets: Approaching End of Life Assets

Assets: End of Life Assets

Work Order: Confirm Complete Purchase Orders

Work Orders: Open Work Orders

Work Order: Late

Work Order: Emergency

Project Updates:

Selecting Timeline Template on Creation of Project (BN-5190): Users can now select the timeline template when creating a project. It is not required to choose a template on creation, and this will give the users a blank timeline to start with.

Timeline Tasks Improvements (BN-5133, BN-5124, BN-5126): We have made a couple of improvements to the tasks on the timeline. First we have made a change to allow users to set a percent complete for a task when in the task view. We have made changes to add a "Start" and "Complete" button on the tasks to show exactly when a task has been started and completed. 

We have also made visual changes to more accurately show when a task on the timeline has been started as the sides will no longer be rounded when started, and will flatten when complete.

Project Template Page (BN-5133): There is now a page to set and create project timelines in the settings. 

On this page, we will be able to edit current timeline templates and set up/activate/deactivate timelines templates. You can set a custom title for a timeline (cannot repeat titles) and get set up for future projects.

Project Location (BN-5083): We have added an update to the Master Project List and it will now show the location for a project. You can sort by City or State and filter as you can on the work order list.

Bug Fixes:

Project Invoice and Proposals (BN-5184, BN-5135): We have fixed a bug that was causing the Client Invoice tab to not load for certain users and for permissions for Client Proposals to not properly register.

Project Status (BN-4679): We have fixed a bug that was causing projects to crash when there was no status saved for the project.

Send email from Purchase Order (BN-4858): We fixed a bug that was causing the client contact to load in place of certain vendor contacts on the send email modal for Purchase Orders. We were able to find the root cause and make changes to prevent this from happening again.