IN PROGRESS
Workbench Release Notes
Upcoming Functionality & News
Closed Jobs in Workbench to Auto-archive in Upvise
We are implementing an integration update where Workbench jobs with a status of CLOSED will be archived in Upvise. Currently, the integration automatically archives jobs only when they are finalised in Workbench. This change aims to address issues where closed jobs in Workbench prevent further job transactions, making them unavailable in Upvise.
Feature Revisions
Jobs
Purchasing
Check Over budget validation:
When using the validation of existing Budget before proceeding with a Purchase Order, either byJob --> Check Against Budget = Enforce Budget or
Control Parameter --> Control Over Budget PO = Yes
the validation now ignores if the Budget has been approved or not. It used to only include Approved budgets.
Plant
Resource Scheduling
Month End
System Setup
Administration
Fixes & Technical changes
Upvise
Things we are busy working on...
🗓️ Contract Claims: record claimed and certified values on each Claim (like in Subcontract Claims). New approval process on Contract Claims to resemble the certification process.
🔎 Custom Views on List screens, and exploring the ability to add extension columns to these views. This will expand your reporting ability on the List screens.
Audit for configuration changes.
⌛ Month End Process: controlled and easy to follow.
📈 Analysis graphs on Sales Invoices.
🔨 Interval- Based Equipment Maintenance in Upvise (e.g. 250-hour increments- 250, 500, 750, 1000 repeat)