When Punch Items have been added in a Project or a Form, the total count of items is displayed on the Project or Form home screen on the web.
If there are any Open Punch items remaining, the count display will be highlighted in orange in order to alert the user. If there are no Open items and some Completed items which are not Closed, the highlight is blue. If there are only Closed items, the highlight is gray.
We have made it easier to handle quotes for Job Change Requests. You can now create multiples Quotes for one Job.
The workflow is as follows:
1. First create a Job from a confirmed Quote. (cf https://www.upvise.com/jobs/help.htm#8)
2. When you receive a request for a job change, open the Job and add a new Quote to the Job.
N.B.: if you have already created a second Quote, you can also link it to the existing Job by editing the Quote and setting the Job field.
There is a new Dashboard for Punch Items related to Project Assets, in the Projects web app.
To Display the dashboard, click on ‘Punch Items’ in the Activity section of the main Project screen.
- Punch Count by Asset
- Punch Count by Status
- Cumulative Punch Count
- Punch Count by Assignee, by Location
- Punch Count Caused By,
- Punch Count by Project Stage
In the Notebooks web app, you can now set a color for a Note Folder.
Goto the Edit Folder screen by opening the folder and clicking on the Edit icon in the toolbar.
The Note folder will be highlighted with this color in the list of Note folders.
In the Projects web app, Notes will be grouped and listed by Folder color.
In the Inbox folder in the Forms web app, you can now filter the list of forms by State.
N.B: the Inbox is where you receive all the forms that require an action from your part, in the scope of forms where a Workflow has been defined.
See Forms with Workflow
A new version of Upvise has been released for Windows 10, which you can download from the Microsoft Store.
The iOS version has also been updated with support of iOS 11 and iPhone X.
Yes, you can use Jobs together with the Timesheets app.
In Jobs Options, check the option: “Automatically log Labour to timesheet” (in the Job Completion tab).
Note that the “Simple Job Workflow” option must be unchecked in the General tab.