Workbench Release Notes
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Scheduled Release - 12 February 2024 |
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Upvise Server Infrastructure Update
From 5th February
From 19th February
From 1st May:
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New Features
Contracts - Project Trust Accounts
Adding to the functionality released in January 2024 we added a report that can be used to assist Accounts Payable teams in identifying which costs can be paid from a PTA.
Report Name: Project Trust Account Eligible Costs.
It can be found under Management Reports/Contract Reports.
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The list of eligible activity codes can be set by opening the PTA Eligible Cost Activities link on the Trust Accounts screen. This will open an Activity group created by the system and used for the sole purpose of identifying activities that are valid for PTA Costs. This Activity Group PTACOSTS is not used for any other purpose:
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Subcontracts
Deleting an-used Subcontract:
We have added the option to delete a subcontract if it has not been used. There is a new red Delete button that only appears when the Subcontract has none of the following linked to it:Works Orders,
Claims, Insurance,
Payments,
Datasheets,
Attachments,
Bonds
Feature Revisions
Jobs
Contract - Potential Gains and Losses:
The Copy Previous Period function was not copying multiple lines properly and this has been fixed.
Purchasing
Purchase Orders:
Stock
Subcontracts
Subcontract Retention Management - Retention Reportingtab:
Total on Retention Reporting tab:
The Total now includes all filtered records, instead of being a total for the records on the page only (same as the Retention Releases tab)
Retention Balance:
On the same Retention Reporting tab, the Retention Balance which is the same as the Retention Balance on the Retention Releases tab, was displaying an incorrect value on those records that had the statement reviewed and sent more than once. This has been rectified. Please note that it was only a display issue and that the retention balance statements are correct.
Retention Trust Accounts Balance Statement report:
The Subcontract Retention Trust Accounts balance report (wbSubcontractTransactions004) used for sending statements to subcontractors periodically, has been modified only to include Approved/Certified claims.
The reason why we made this change is because the report stated that the Retention amounts for approved and unapproved claims were being held in Trust, and that is not true. Retentions are only moved into a Trust Account once the claim is certified and paid.
A note clarifying this is now displayed in the report:
”This report only includes Subcontracts with a Retention balance and only certified Claims.”
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Retention Balance column may differ from the total Retentions held in Trust in the Retention Balance Statement report: |
Plant
Last Meter Reading from Upvise:
On completion of a Plant Service log in Upvise (‘Scheduled Service’ or 'Unplanned Service'), when the log syncs to Workbench, the system will find the most recent reading in Workbench and mark it as a Service. The criteria for the reading is:the plant log is a “service” type i.e. ‘Scheduled Service’ or 'Unplanned Service'
the reading was imported from Upvise
most recent reading before the completion date of the log
Timesheets
Billing
Quotes
Sell rate on Quotes:
When there is a line with Activity + Employee Class + Time Code, the Sell rate used will be derived from the Price Code on the CostSheet, rather than from the Employee Class.
Month End
Subcontract Claim Accruals process:
A small change has been made to the new Subcontract Claim Accrual process to only include unapproved claims.
System Setup
Administration
What is included in each Licence?
For Licence Administrators who want to understand what is included in each licence, we have improved the report that displays all the sitemap items included in a licence by adding the Site licence and/or Permission required for specific screens. Below is an example of the Job Costing licence report that can be printed from Purchased Licences inthe Licence Matrix:
Another way to see what specific Licence, Site Licence, or Permission is required for a screen, is by using the Page Parameters icon,
which opens the screen below, where you can check Permissions, Control Parameters, Settings, and Licences controlling the specific screen:
Integration
Workbench API
Upvise
Upvise Server Infrastructure Update
Upvise are releasing updates to their servers to enhance performance and security.
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All users should have upgraded to the latest version of Upvise on mobile and UpviseClient DLL.
Public Form URL and PowerBI Link should already be migrated to the new URL.
New Equipment Option: Pre-Start (Daily Checklist)
A new setting has been introduced “Always show Prestart button on mobile”. When enabled, the Daily Checklist option will always show.
Admin users can apply the new setting in the Equipment Web app > Options > General
Update Naming convention to Category in Job Options
“Equipment Group” changed to “Category” in line with the standard naming convention within Job Options.
Jobs > Options > Vehicle
Tasks Linked to Equipment
When a form is created from a task: if the task is linked to both equipment and a project, then newly created forms are linked to the equipment, instead of the project.
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Columns Display options for Jobs: Equipment Project
There is a new Option available in all columns to display controls for Jobs where you can select to display the Project the equipment is allocated to in your Job Grid/list view.
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Equipment > options > display
Jobs > options > display
See example:
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Job PO Lines
The “Subproject” field can now be hidden in the Job Po lines form Template (subform of Job Purchase order).
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