2024.18: Global Filter and Agents

Features:  

Global filters picker (US-7149): The 'Select User(s)' filter has been renamed to 'Global Filter'. The filter will now affect the Proposals and Invoices lists. The proposals and invoices shown will be for any work order/project that is assigned to the user selected in the filter.

Location Filters (US-4859): Clients now have the ability to filter their work by location using the 'Global Filter'. This will make all lists only show the Work Orders/Projects/Invoices/Proposals for locations that are selected in the filters.

This filter also will change the information displayed in the Work Summary dashboards.

'My Work' Filter (US-7148): Selecting the 'My Work' button on the Global Filter picker will change the filters to only show yourself or Locations you are assigned to (Only if you are the client).

Require Vendor field during WO PO Creation (US-6972): Creating a Purchase Order now requires the Vendor field to be filled in. This means that a vendor must be assigned to the Purchase Order upon creation. This change only affects Work Orders.

FM Agents (US-6843): *This change only affects a few selected users* Certain users will have the ability to work on behalf of their client within Umbrava. This will allow the user to manage the clients work for them. These users will be indicated with a new icon on the User List.

Clear PO NTE when Declined/Revoked for Work Order (US-7143): The NTE on purchase orders will now be set to $0 when a purchase order is Declined or Revoked.

Bug Fixes: 

Work Summary:  Selecting Missed/Approaching Start Task Tiles display empty list (US-6709): Fixed a bug that was causing the Work Summary dashboards to misrepresent unscheduled Project Tasks.

Confirm Reopen Phase NOT skipped when Vendor is Dependent (US-7176): We have fixed a bug that was causing dependent vendors Purchase Orders to go to the Confirm Reopen phase instead of reopening. Now reopening a canceled Purchase Order for a dependent vendor is possible again.