4.7.9 - 03 Mar 2025
Workbench Release Notes
Upcoming Functionality & News
Introducing % Complete in Contract Forecasting
We will soon be introducing a % Complete measure and the ability to review and update project progress directly from the main forecast screen which greatly reduces the clicks required to review progress, and simplifies the adjustment calculation.
Seeing where you are at (% of how much you have completed) on each area of the job at a glance makes the exercise of Forecasting much easier.
The method we have chosen to measure the % completed is based on Actual Cost vs Budget, as we consider this applies across the majority of use cases.
Stay tuned.
Exclude Contract Schedule from Retentions
We previously noted that the Exclude From Retention flag on Contract Schedules was not functioning properly. After further investigation, we have confirmed that this feature is actually working as intended. No changes are needed, and you can continue using this feature with confidence.
Due Date on Contract Claims
Currently, the calculation of the Contract Claims Due Date is based on the client’s Payment Terms. We will be enhancing the logic to support using contract-specific parameters like in Subcontracts to indicate the basis of the calculation for the Due Date.
Upvise Integration- DLL upgrade to v3.3
The new version adds major performance and security enhancements to the integration.
On-premise sites are required to upgrade to v3.3 by 1st April 2025. Read more
New Features
Jobs
Job Contract file attachment
The Job Contract screen now supports file attachments. The visibility of the File Attachment tab can be set in the Settings via the Contract Tabs controller.
Custom Views
New Users Custom Views:
We are releasing new system Custom Views on the Users list.A user stores many different attributes that a user or employee can have, and different team members will have different needs to consume this data. With this in mind, we created two new custom views:
HR & Payroll: a list more appropriate for the Payroll or HR department, wanting to see EBA configuration, employee class, Payroll name, etc. Employee-related details.
IT System Admin: Another use case is for System Admins who are only interested in the user configuration and access to the system-related data, like Site map profile, email address, login codes, Muti-factor authentication, etc.
There is always the option to create your own Custom View with all combined data and see it all at a glance without having to drill into each record. Or use Data Dump, which includes all available fields.
For details on how to use Custom Views see the user documentation here
And stay tuned for our next webinar with Workbench Tips & Tricks, where we will demonstrate how easy is to create your own Custom Views if our Standard views don’t cover your needs.
Feature Revisions
Jobs
GL Account length validation:
On Job Management, the valid GL Account (DR & CR) length is now 30 characters maximum (instead of 20).Budget - attachments on emails:
Budget emails now support selecting and adding attachments. Note that files must first be uploaded in the Job Budget screen before they can be attached.
Daysheets
Daysheets Outputs import
You can now import Outputs directly on a Daysheet with the new Daysheet Ouputs import .
Expense Claims
Enhanced functionality to allow users to delete an empty line directly, without needing to enter dummy data and save it first.
Subcontracts
Subcontracts:
Payment Due date:
The Payment Due date will remain unchanged once the Claim has been approved, batched , or exported. The Reset button is now disabled when the claim is in any of the status previously mentioned.New Payment Basis option:
A new option to use as a basis of calculation the Payment Due date on the subcontract claim has been added, called Claim Payment Calendar Days. This option helps clients who set their subcontract terms based on calendar days, not omitting weekends and public holidays.
Timesheets
EBA profile on Timesheets & Daysheets:
The selection of an EBA Profile on the Timesheet Administration and on Daysheets Timesheets, has been enhanced to allow the selection of EBA Profiles associated with both the employee (from their User Profile) or the EBA profile associated with the Job’s line (from the job's EBA Scheme).
Reset grid to select the EBA profile on Timesheets:
The selection of an EBA profile is now a lookup instead of a dropdown. If users experience an error when selecting the EBA profile, resetting the Grid in Grid Management will fix it.
Service and Plant Log
Manual Lines added when invoicing:
The Completion Tab in both the Service Log and Plant Maintenance Log now includes any manual lines added when invoicing, under a line called Manual Billed
Month End
Inter Company GL coding:
A new Utility wbUtilityChangeGLCodeInterCoARInvoiceByBatchNo has been created to enable any incorrect data (GL coding) to be fixed. This should not happen often but it is there as a back up plan.Export Control - new Revenue Journal batch export:
Revenue Journals can now be exported from Batch Control.
GL Code used come from the GL on the Sales Code on the Revenue Journal lines. Inter-company is not supported for Revenue Journals.
Administration
Inactive Employee Class when searching:
When using Employee Classes as a filtering option, it was hard to identify which ones were inactive and which ones were active from the suggested list, which made the search too hard when multiple inactive Employee Classes exist.
We have improved the Employee Class picker, so the inactive ones display an (Inactive) prefix.Custom Views - enhancements
The functionality to create Custom Views was only enabled by a Beta control Parameter: BETA FEATURE - Grid Views
We have removed this control parameter, and this functionality is now always available for those users with the permission Edit Custom ListThe creation of tiles as a direct link to a Custom View now works as expected.
The following grids have been removed from Grid Management, as they now have the Custom Views functionality, and the grid can be customised using Custom Views:
Work Order List
Plant Maintenance Logs
Added new filter condition: Invoice Type = Claim for Claims Custom View
Fixes & Technical changes
Upvise
NEW Upvise app for Android and iOs version 8.7.
I✅ Higher Photo Resolution – Photos taken from the mobile app will now have an increased resolution of 1280 pixels (up from 800 pixels), ensuring sharper images and better scan quality.
✅ Simplified Camera Options – Merging of the "Take Picture" and "Scan Document" options into a single "Take Picture" option, streamlining the user experience.
This update not only enhances photo quality but also keeps it consistent with the resolution used when uploading from the web interface (1280 pixels).
Purchase Orders
“Subcontract” activity types are now available in Upvise Purchase Order forms, aligning purchasing rules with Workbench for improved consistency and streamlined procurement processes.
Training Matrix - Employee Timesheet Group
A new column displaying the employee’s Timesheet Group has been added to the Training Matrix . This update includes an additional filter option, making it easier to sort and view employees by their timesheet group.
Plant Extension Fields- Upvise View
We've introduced a new "Upvise" plant extension column view that allows users to add common extension fields to a unified view syncing across all equipment.
This enhancement simplifies the process for syncing frequently used fields relevant to all equipment.
The existing group-specific setup remains available if you need to configure extension fields for specific plant groups.
Things we are busy working on...
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)