May 6 - Web
📣 New Features and Improvements 📣
Threshold Management Improvements for Purchase Orders
Managing threshold levels for Approval Workflows in Purchase Orders just got a whole lot easier.
We’ve added new tools and visibility controls to help you manage threshold assignments across projects and users faster — all from one place.
What’s New
Better Threshold-Level Management
For each threshold level, you can now:
View all projects using that threshold level
See which users are assigned to a threshold level for each project
Update the threshold amount anytime
Bulk assign or unassign users across selected projects
New User-Based Threshold View
You can now select a user and instantly:
See every project where they’re assigned to at least one threshold level
View all threshold levels assigned to that user per project
These updates make it easier to manage threshold permissions at scale while giving you clearer visibility into project and user assignments.
Plus! Introducing Threshold Presets!
We’ve added a new way to standardize and manage PO Threshold assignments across your projects.
What’s New
You can now create and manage PO Threshold Presets — reusable sets of user assignments tied to threshold levels.
With presets, you can:
Create and name custom presets
Save commonly used threshold assignment setups
Apply presets to projects faster and more consistently
Soft delete presets you no longer need
Default Presets
You can now mark a preset as the Default Preset.
The default preset will automatically determine the starting PO threshold settings for all newly created projects.
We’ve also added flexibility to:
Move the default status to another preset anytime
Remove the “Default Preset” flag entirely, even if it’s the only preset
Key Benefits:
Centralized control of approval thresholds and approvers
Reduced administrative overhead and setup time
Bulk editing for rapid updates across multiple projects
Custom presets for flexible, repeatable configurations
Improved consistency and compliance across all projects
Big Changes to the Look of Submittals
We’ve given Submittals a major refresh — cleaner, faster, and way easier to work with.
What’s New:
Choose your own Submittal Number
Section field removed from Submittal information
Workflows now load automatically when creating a Submittal — no more saving first just to see your workflow
Schedule details are now separated from the main Submittal info for a cleaner layout
New Settings for Change Orders/Potential Change Orders
Choose how you want your Change Orders and your Potential Change Orders to look in Company Settings.
Settings for Change Orders and Potential Change Orders are separate so that each will have their own look
Simplified item totals allows for just the basic information to show
Overhead and profit as dollar amounts (with derived % shown) shows you what your percentages will show in terms of dollars, or allows you to se dollar amounts.
Collapsible sections give you a cleaner, smoother look.
*Simplified item totals/Overhead and profit as $ checked
*Simplified item totals/Overhead and profit as $ unchecked
Delete Change Order Drafts
Now delete your CO drafts without needing to Submit them for Review!
Time Field Changes for Forms
Entering time in Forms has never been easier! No more scrolling through to find the right time.
Type in something as simple as "230p" and the system will intuitively set the correct time as 2:30 PM
Enter your time in 24h format: "1645" automatically becomes 4:45 PM
Automatically Clear Projects upon Completion
Now, when moving Projects from Active to Completed, you will be prompted to choose to execute several close out actions.
Automatically Unassign Users from Project
Automatically move Equipment and Materials out of Project
Push Notifications for RFI Drafts
Now, when creating an RFI Draft, a notification will be sent to the RFI Manager to alert them to a pending RFI submission.
🛠️ Bug Fixes 🛠️
We have corrected an issue where Documents added to Siteflows were not transferring to File Management
We have improved the email process for RFIs, so that only the relevant information appears
Time Reports can now be filtered by all Cost Codes
We corrected an issue that would cause endless loading when attempting to create a time entry without selecting a user
We've enhanced our File Management to allow for special characters when uploading
We've corrected an issue with Divisions not transferring when importing Projects via CSV file