4.5.0 - 15 Mar 2021

Owned by Nelson Leong
Last updated: Mar 22, 2021
5 min read

Hotfix Release 4.5.0.7

Scheduled Release - 23 Mar 2021

  • Leave Scheduler - Rectified an error being displayed on display of the scheduler.

Hotfix Release 4.5.0.4

Scheduled Release - 22 Mar 2021

  • Upvise - Amend the Workbench Datasheet Template Code from GUID to user readable version to support Sharperlight reporting.

Beta Release 4.5.0.1

Scheduled Release - 15 Mar 2021

Important Notes

Important Notes

  • Δ Reminder SendGrid Authentication Upgrade - If using our default MailSettings, note that Twilio SendGrid has updated their authentication method, and this must be upgraded by December 9th, 2020 January 20th, 2021 March 24th, 2021 in order to ensure uninterrupted service.
    All AWS Workbench installations will be upgraded as part of our hosting service, However, dealer and on-premise based installations will be the responsibility of the respective party.
    Refer detail in Release Note 4.4.36.

2021 Q1 Release

The 2021 Q1 Release (i.e. version 4.5.0.x) is now released! This incorporates:

  • Contract Communications

  • New Award Interpretation (EBA) module

  • Dockets with Commitments (POs)

  • Procurement Schedules

  • Stock Management

Visit our blog to get the details and watch presentations. Thank you for all the feedback received from our early adopters.

New Features

Daily Diary Daysheet - Copy

A copy feature is introduced that is anticipated to support the crew scenario with a more flexible approach.

A. The copy picker displays Daysheets that may be copied.
B. The copy-able list of daysheet are based on their ‘Can Copy’ flag. This flag is system-wide for the Daysheet so once ticked it is listed for all users.
C. The Copy button will copy the selected daysheet into the current daysheet, and it:

copies entries from Dockets, Timesheets, Plant, and Stock
copies Output only if this daysheet header job is associated to the output schedule
does not copy File Attachments, Extension Columns, and Datasheets
replaces all source tab dates with this daysheet date
replaces all source tab jobs with this daysheet header job if specified
if source activity is valid in this daysheet header job then leave as is else clear
if source work centre is valid in this daysheet header job then leave as is else clear

D. Clears the ‘Can Copy’ flag of the selected daysheet so that it no longer lists as a copy-able daysheet.

Upvise - Safe Work Method Statements (SWMS)

Typically part of the mandatory site requirements for all construction projects is to identify what Activities you will be performing, what risks are involved in carrying out those Activities and how you will mitigate those risks.

Our SWMS module helps you manage this, watch the following clip for more details.

 

Feature Revisions

Lists

  • Companies List - Filters have been added for Alpha Code and ABN/GST Number.

Timesheets

Purchasing

  • Purchase Order List - Filters have been added for Line Code, Line Description, and Line Reference. This lists any POs with PO Lines matching these criteria.

Job Costing

  • Budget Entry - The default Grid Sort order has been amended to ‘Entered Order’ rather than ‘Job, Activity, Work Centre’ order, and ‘Entered Order’ is now available as a Grid Sort option.

Billing

  • Get Sales Subjobs - An issue regarding the ‘Invoiced’ and ‘To Invoice’ values on the Subjob Billing screen when POs are involved is rectified.

  • Bulk Send Final Invoices - The email mechanism for bulk send is reverted to the configured SMTP process even when Office365 is enabled as it is does not work well for bulk sending. If enabled, Office365 will be the authentication mechanism and used for single email sending. The default SMTP is Twilio SendGrid.

Subcontracts

  • Work Order - The WO import function (wbImportWorksOrderLines) has been amended to preserve line order after importing to facilitate manual processes.

  • Subcontract Claim - The tick all header icon () For Certified To Date on Subcontract Claim - Work Orders tab has been optimised after performance issues were reported for WOs involving more than 100 lines.

Dockets

  • Docket - The description for Line now supports 100 character as supported on the Docket Schedule. This was causing an error. Note the related Job Transaction LineDescription will be truncated to 50 characters.

Daily Diary

  • Daysheet -

    • Dockets - The description for Line now supports 100 character as supported on the Docket Schedule. This was causing an error. Note the related Job Transaction LineDescription will be truncated to 50 characters.

    • Timesheet - A display issue defaulting the Activity and Work Centre on the Timesheet tab is rectified.

Plant

  • Plant - Workbench now caters for the scenario where the plant recovery GL Code is specified on the CR GL Account on the Plant Details tab, rather than the Plant Rates, which is the typical configuration.

Subcontractor Portal

  • Daysheet Entry - Import support is available for the subcontractor user on Daysheet Entry following the standard pattern.

A. The Import button on the Daysheet Entry of the Subcontractor Portal opens the Import popup for the designated company of the logged in user.
B. Clicking the Template button provides an Excel format template for the file import. The format supports a Date column to allow import of daysheets over multiple days.
C. Once the data file is ready it may be selected through the Import File control or by dragging the file onto the Choose button.
D. Once the file is specified click Upload and the file will be verified. When uploaded the data will display on the respectively dated daysheet.

Integration

MYOB Advanced

  • Job Receipts - Rectified an issue regarding MYOB Advanced Warehouse Issues API returning Transaction Details that actually belong to the Receipt that has the same Reference Number after the recent version upgrade.

  • AR Branch By Job - Provide this option on the integration screen. If enabled then when posting AR Invoices or Credits, set the Branch on the AR Invoice header to be the ExportCode on the Profit Centre of the invoice Job, if it is populated. Otherwise populate it as before. This will enable debtors reporting out of MYOB Advanced to be by Branch.

  • Integration - The message in the status dialog of Export Control screen is more explicit in the event of an export timeout.

Upvise

  • Timesheets - Added fields for Breaks, Ref 1 (Timesheet Reference 1), and Ref 2 (Timesheet Reference 2).

  • Time & Attendance - Added fields for Breaks, Ref 1 (Timesheet Reference 1), and Ref 2 (Timesheet Reference 2).

  • Plant Issues - Added fields for Ref 1, and Ref 2.

 

 

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