General
• Added Warranty Document under Other Docs. Can customize document and print a
log report.
• Added “Send via Email” button to all “Other Docs” document email/cc tab.
• Several changes for Windows 10 compatibility.
• Added Contractor’s
Qualification Statement report to print on plain paper or send via email.
• Added expiration date field to insurance tab on companies and company
insurance report criteria.
• New version 5.5.1.7 of PDF Converter which has improvements and fixes.
• Added “Engineer” company and contact to key parties on project screen and
reports.
• Added custom fields to preferences to show on project screen and Project
Information Sheet report.
• Added Project Listing report button to project list screen to view/print the
list of projects shown.
• Added a company field to the To Do List forms and reports to filter by company
and project.
• Added a To Do List button to the companies form to edit and print the To Do
List by company.
• Changed To Do List notes to be rich text to allow formatting (bold, underline,
font, size, etc.).
• Added new To Do list features. Added ID, status, priority, responsible party,
resolution date, and notes.
• Open issues are tracked by project/company, status, priority and appear on
the project summary tab.
• Increased security with option to require user id
in addition to password to sign into the program.
• Updated project key
parties tab to include contact title and project manager name for all modules.
• Added project/contract # and job number to the project list filter options.
• Added spec section field to project screen and project list filter options.
• Added sort order to project list to sort by project id, description,
project/contract # or job number.
• Added job number column to the project
listing report.
Contractor Billing
(if you don't have this module, you can add it! Click
Here for more information)
• New Job Costing feature now included:
- Enter estimated costs in
schedule of values by line item and actual costs on payment applications.
- Reports available for Job Profitability, Estimates vs. Actuals, and Cost to
Complete.
- Print detail reports by schedule of values line item or
summary reports by job cost item.
- Project Listing job costing
reports available to print totals by project.
• Several billing change order improvements:
- Added option to enter
sales tax and other costs (new costs tab). Also new items and costs listing.
- Added option to the print item listing (with or without costs) along with the
change order.
- Added option to send the change order via email. Can
include item listing and attachments.
- Added option to send the work
order via email.
• Added a new detail view on schedule of values to show all fields on a sub-form
instead of in columns.
• Added notes field to optionally print on the billing worksheets.
• Added fourth address or attention line to plain paper invoice report.
• Added percent complete column to project listing reports.
• Added
Contractor’s Qualification Statement form and report. Prints on A305 or plain
paper.
• Added option to show both project id and description on billing project
listing reports.
• Added “Next App Due” column on billing project listing report and ability to
filter by that date.
• Added billing next app due date to the filter criteria on the project list
screen and report.
• Changes to the bars start/end points on Gantt chart reports on Windows 10.
• Added an option to set retainage by entering a dollar amount (or %) by line
item on the payment app.
• Added billing detail worksheet to add columns for retainage amounts or
percents for variable retainage.
• Added an option to add all the items from a change order to the schedule of
values when approved.
• Sales Tax percent and message will carry over from one payment application to
the next.
• Changed Accounts Receivable reports to add a report filter of all/open/closed
projects.
• Changed A/R Project Balances Summary report to use the “As Of Date” field
instead of current date.
• Added an option to print the notes from the summary page on the payment
application listing report.
• Added on option to print the notes on the billing change order log report.
• Added an option to print the QuickBooks item code on the Schedule of Values
Item Listing report.
• Added electronic signature to notary information and billing plain paper
payment applications.
• Added notes column to payment application details line items for improved
tracking capabilities.
• Added an option to add a suffix to the billing
change order number, e.g., “1-Revised” or “1a”.
• Added an option to print an
invoice number on the payment application.
• Changed batch worksheet report
to also include projects with an A/R balance due.
• Added an option to print
the billing notes and payment app notes on the A/R Balance Detail report.
•
Added an option to print an item code instead of the line # on the schedule of
values and pay app.
• Added a ”revised” option to add a suffix to payment
application number, e.g., “1-Rev” or “1a”.
• Added billing project #,
project/contract #, and job number as sort order options for project listings.
• Added option to filter billing reports, billing worksheets and A/R reports by
project manager.
• Added option to print project manager initials on A/R
reports.
• Added project/contract #, job number and project manager to
billing worksheets.
• Added options to not print billing worksheets if only
balance left is retainage or unpaid A/R amount.
Certified Payroll Tracking
(if you don't have this module, you can add it!
Click
Here
for more information)
• Can set defaults for exceptions/explanations, permissible deductions and other
fields for new projects.
• Can set defaults for CA DIR eCPR XML file in
preferences to avoid re-entry for each new project.
• Added option to print project id on compliance reports in addition to project
description and address.
• More options on analysis reports to include project id, sort by id or
description, and filter by status.
• Added option to analysis reports to show RT and ST hours and amounts
separately (not combined).
• Added schedule tab and fields to employee screen. Also added Employee Schedule
report.
• Add an option to show the fringe rate separate from and
after the basic wage rate on the WH-347.
• Added fringe benefit plans and categories that can be used on work classes and
time cards.
• New fringe benefit plan reports to show contributions by plan, project, and
employee.
• Added date hired to employee screen.
• Numerous certified payroll report updates (WH-347,
CA DOT, CO DOT , CT, DE, IA DOT ,
IL DOT, IL DOL,
NJ EDA, NJ DOL MW-30 and MW-562, NM, NYC DDC, NYC SCA, NV, MO DOL,
OH PFC, MA,
OR,
NY Dormitory Authority), RI.
• Improvement to process of creating the CA DIR XML file (better validation and
error handling).
• Added new fields to LCP tracker export file (payment date, total hours all
projects, time card notes, date hired).
• Added option to LCP tracker export file creation to just show last 4 digits of
SSN (xxx-xxx-1234).
• Much improved CA DIR eCPR XML file creation process. Better error handling and
data validation.
• Added option to include owner/operators in addition to employees in the CA DIR
eCPR XML file.
• Added a notes field to the time card screen which now prints on the time card
details report.
• Added option to print the time card notes on some of the payroll reports.
• Added option to include time card notes with the CA DIR eCPR XML file creation
and upload.
• Added an option to select the number of copies when printing the certified
payroll report.
• Added listing reports including summary/detail project lists with last report
date and last timecard date.
• Added option to show or hide the employee SSN
on timecard detail and summary reports.
• Improvements to QuickBooks
integration to reduce project list refresh time & improve error resolution.
• Added an option to close the project after printing the weekly compliance
report.
• Added more options when printing reports for a date range including
marking last report as final.
• Now able to print multiple copies of
certified payroll compliance report to default printer.
• Added to employee
detail report (date hired, new W-4 fields, work code, gender, OSHA 10 cert,
plan).
• Added option to refresh QuickBooks customer:job list from the
timecard import screen.
• Added status filter to QuickBooks certified payroll
checklist for employees (all/active/inactive).
• Added status filter to
certified payroll checklists for projects (all/open/closed/bidding phase).
• Latest tax table version.
• You get all the updates for the next year to remain current on the report
formats and tax table updates.
Communications
(if you don't have this module, you can add it!
Click Here for more information)
• Added Warranty Log and Notices forms/reports/logs/word templates.
• Added option to print section column on submittal log report.
• Added option to view/print all open or approved proposals on list screen and
log report.
• Added date column to submittal items screen and submittal sheet
report.
• Added phone column to mass mailing distribution list screen and
report.
• Changed Mass Mailing to provide better management and
reporting for distribution list and responses.
• Added “Awarded To” and “Amount” fields to Mass Mailing screen and log report.
• Added Mass Mailing tab to Proposals screen to better manage and link to
mailings (invitations to bid).
• Added a “Response” tab and field to Proposals, Drawings, Notices,
Transmittals, Submittals and Insurance Notices forms and an option to print the
response on the reports.
• Added new type “PRO” to proposals. The report says “PROPOSAL” instead of
“ESTIMATE”.
• Added Create Contract/PO button to proposal screen.
• Changes to the bars start/end points on Gantt chart reports on Windows 10.
• Added the ability to create submittals from all or selected billing schedule
of values line items.
• Added new Daily Reports combined report. Puts all
daily report details on one report.
• Added a Work Order tab and report to
proposals.
• Made meeting minutes items notes rich text and added form for
easier editing of description and notes.
• New continuous option for RFIs,
Notices, Transmittals, Submittal Log, Daily Reports, Material Log and Punch
Lists to print the signature at the end of the document instead of at the bottom
of each page.
• Added an option to print a signature line on the Material
List and Punch List reports.
• Can now edit start date, duration, and end
date on schedule list form without editing details on task.
• Added an option
to include a note on the RFI report that “costs cannot be determined at this
time”.
• Added a checkbox option to hide the cost on the RFI and another to
indicate it is an estimated cost.
• Added option to set the status when
sending documents to the correspondence sent and received logs.
• Added an
option to print a third signature line on Proposals.
• Changed Proposals
status report to include the cost column.
• Added additional status options to Submittals (Reviewed and Reviewed with
Indicated Corrections).
• Added an option on Material List to copy items from
Contract/PO.
• Added end time and duration to telephone log and added a
telephone log detail report.
• Added an option to copy a telephone log entry
to create a new entry.
Contract Documents
(if you don't have this module, you can add it!
Click
Here for more information)
• Added Warranty Log and Notices forms/reports/logs/word templates.
• Added option to view/print all open or approved proposals on list screen and
log report.
• Added option to send the change order work order report and attachments via
email.
• Added a “Response” tab and field to Proposals form and an
option to print the response on the report.
• Added Contractor’s Qualification Statement to print on plain paper or send via
email (per project).
• Added attachments tab to A305 Contractor’s Qualification Statement screen.
• Added new type “PRO” to proposals. The report says “PROPOSAL” instead of
“ESTIMATE”.
• Added “Copy from Proposal” to the contract/po list screen to create a new
contract/po from a proposal.
• Added Create Contract/PO button to proposal screen.
• Added a Work Order tab and report to proposals.
• Added an option to add a suffix to the contract change order number, e.g.,
“1-Revised” or “1a”.
• Can now edit start date, duration, and end date on
schedule list form without editing details on task.
• Added option to set the
status when sending documents to the correspondence sent and received logs.
•
Added ability to print to A401-2017 pre-printed AIA paper document.
Estimating
(if you don't have this module, you can add it!
Click
Here for more information)
• Added attachments tab to estimates form.
• Added Email tab to estimates forms to be able to email proposal document and
attachments.
Note: The Quantum Project Manager Program prints information onto
original AIA* Contract Documents, which users must purchase from
AIA*. This program does not generate any original AIA*
Contract Documents.
*AIA is a registered Trademark of the American
Institute of Architects