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Release Note | 11/22/24
Release Note | 11/22/24

Enhanced Project Management and New Copy Features

H
Written by Hardik Makrubiya
Updated over a month ago

New Feature:

  • Enhanced Schedule Management with Controlled Deletion Feature:

    • Introduced a "Delete Schedule" feature with access based on user permissions, including safeguards for deletion to enhance data integrity and user control.

  • Copy Project:

    • Quickly create new projects by copying existing ones, including project details, structure, and optionally products and schedule data. Access this feature via "New Project" or the project three-dot menu.

Updates:

  • Copy products custom data:

    • Copying products to another project or Firm Library now includes custom field data. This addresses instances where custom fields were not transferred with the product, ensuring data consistency across projects.

  • Introducing 'Ready to Use' Columns:

    • Specific fields are auto-populated in schedules default view in both Firm Library and Projects, enhancing user guidance and setup efficiency.

      • Firm Library :

        1. Used in Projects

        2. Comments

        3. Reps

        4. Installation Photos

      • Projects :

        1. Approval Status

        2. Masterformat Section

        3. Reps

  • Certificate Access in Schedules:

    • Users can now view certificate information directly within the Certificate Name field in Schedules. Additionally, provided links allow for downloading and previewing certificate documents.

  • Updated Views Management

    • Display the active view's name on the toolbar for clearer view identification.

    • This improves managing views with updated visuals and functionality. You can now easily delete existing views and create new ones that inherit properties from the last active view, including filters, sorting, and column sizes.

Bug Fixes:

  • Shared schedule links now accessible to non-beta users. Previously, non-beta users received a 404 error when attempting to access a shared schedule.

  • Resolved the issue where Compare page product cards were redirecting to a 404 page.

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