Workbench Release Notes

Stock

• Items from a Bill Of Materials (BOM) are not available anymore to be selected from the Job Procurement list as a Stock Item.

Licences

• A user with a Contract Management licence can now access Job Budgets through the ellipsis menu in Jobs.
  
  

New Features

Contracts - Project Trust Accounts

Here is a useful and quick reference of what is required from the Queensland Building and Construction Commission (QBCC) that is great to have handy.

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.

Open

new report

The new report displays a list of Subcontract Claims and AP Invoices that are eligible to be paid with Project Trust Account funds. Includes:

• Unpaid subcontract Claims (all subcontract claims are eligible costs)

• Any AP Invoices that have at least one cost line with an eligible cost activity.

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:

Open

PTACOSTS Activity Group

Subcontracts

• Deleting un-used Subcontract:
  
  

  
  We have added the option to delete a subcontract if it has not been used. There is a new [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.

Subcontracts

• Removed beta control parameter BETA FEATURE - Subcontract RTA:
  This means that the Retention Trust Account field will be displayed on all Subcontracts. It is not mandatory.
  Subcontract Claim payment certificate reports Subcontractor Payment Certificate (wbSubcontractClaim003 ) & Subcontractor All in One Report (wbSubcontractClaim005) use the RTA.
  
  

• Subcontract Retention Management - Retention Reporting tab:

  • 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.”
  
  

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.

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 in the 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

Upvise

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.

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.

Apply the new column via:

• Equipment > options > display

• Jobs > options > display

See example:

Job PO Lines

The “Subproject” field can now be hidden in the Job Po lines form Template (subform of Job Purchase order).

Previously this was enforced to always SHOW. Clients wanting to receive the enhancement on Job POs in Upvise should raise a support ticket.

Equipment Service Jobs - Workbench Plant Logs- meter reading imports

On completion of an Equipment Job in Upvise that syncs to Workbench, the system now automatically identifies and marks the most recent reading in Workbench as a service-related reading. This feature is aimed at simplifying the process of tracking and managing plant servicing and ensuring the data is accurately synced to Workbench and visible on the plant maintenance log.

Key Criteria for Automatic Service Marking:

• Log Type: The Equipment Job in Upvise must be categorised with the group as either 'Scheduled Service' or 'Unplanned Service.'

• Reading Import: Timing: The system considers the most recent reading in Workbench that occurred before the completion date of the corresponding Equipment Job in Upvise.

Equipment QR codes

Upvise has introduced a new unique QR Code format.
Clients using the old QR code structure that stores the [plant code] as the identifier will still be supported using the mobile application.
The NEW format is defined via a new URL, using the below format:

• https://s3.upvise.com?db=[databaseid]&ta=[table]&id=[recordid]

  • [databaseid] is a numeric value identifying the databaseid

  • [table] identifies the record table, “tools”

  • [id] is the Upvise record id

• QR codes can be extracted directly in Upvise via individual equipment or in bulk via the equipment list. See below:

Upvise Mobile Application v7.0

A new mobile application version has been released for iPhone & Android users: v7.0.

This can be installed via:

• Android: Google Play

• iPhone: app store

Deprecated Functions Removal in Upvise

In line with Upvise’s standard feature releases, legacy custom functions have been removed from client databases. The customisations were originally implemented by Workbench however upvise has since released these as standard features so our custom overwrites are no longer required. These include:

• Punch Display Options:

  • 4.6.20 - 13 Nov 2023

  • Punch Columns Control: (Punch.displayOptions, Punch.getDisplayColumns, Punch.writeList)

  • Custom PUNCH item Columns Display Control - Global Punch list

  • Custom PUNCH item Columns Display Control - Individual Equipment Punch list

• Custom OPEN job list Columns Display Control (writeJobList) 4.6.23 - 21 Jan 2024

• Custom COMPLETE job list Columns Display Control (writeCompletedJobList) 4.6.23 - 21 Jan 2024

• Rename Subform names (FormsPdf.addSubFormsTable, Forms.viewForm)

• Account Switching Custom logic Account Switching

• Custom Notifications Notifications in Upvise

• Custom PDF Exports

The form web app overwrite function is scheduled to be deprecated by the end of February by Upvise. Clients using non-workbench developers should consult workbench support for a list of unsupported functions.