Hello IngeniousIO Community!

The IngeniousIO team is excited to share the progress on our dynamic and constantly improving platform! Below are the latest platform enhancements regarding new features, workflow improvements, feature developments, user-interface upgrades and bug fixes, that were added and/or addressed within the last three weeks.

Please take a moment to review the latest updates to the IngeniousIO platform (note: the following updates are applied to all workspaces unless otherwise indicated):

New Feature Release (👏 Niiiice !!!):


Project Financials:

Financial Approval Workflows - Financial Approval Workflows are here! This is the newest addition to Ingenious's Project Financials Product. Ingenious users can now establish custom workflows and approval sequences for use within their Project's Budgets. This release will be followed with the implementation of Approval Workflows across other financial modules, including Budget Changes, Contracts, Change Orders, and Invoices.

  • Creating a New Approval Workflow:

    • Lists & Templates - Establish an approval workflow for global use within the Ingenious Lists & Templates module.

Leverage Billable Roles across your organization to establish an Approval Workflow that can be applied to any of your projects and automatically reference assigned team members:

  • Project Settings - Establish project-specific Approval Workflows directly from within your Project Settings utilizing the 'Financial Approval Workflow' tab.

  • Configure a Custom Approval workflow to be applied to your Budget:

  • Submit your Budget for approval:

  • Monitor Real Time Approval status on the 'Budget Approval' tab:


Construction Administration:

RFIs V2 - We have officially rolled out the new RFIs module to the IngeniousIO platform. This is our newest addition to the Construction Administration Product and we are excited to provide this powerful tool to our users. The RFIs module will give users across all workspaces the ability to create, view, and manage RFIs through effective collaboration and transparency.

  • Creation of new RFI (Details) - While going through the RFI creation process, users will first be directed to the details screen. This will allow the initiator (creator of RFI) to create a title, set the priority, select a due date, and ultimately pose the question they need answered. Once the required information has been entered, the user can proceed to the next step.

  • Setting Default Review Time in Project Settings - The default review time set in project settings will automatically set the due date of the RFI based on the priority level that is chosen. The review duration can be customized on a per project basis.

  • Creation of New RFI (References) - The references section during the RFI creation process will allow users to reference specifications, drawings, and user uploaded files (such as pdfs and pictures). The specification reference will allow the user to select the relevant specification set and specification section within that set. The drawings reference section currently allows users the ability to enter a drawing number they would like to reference. There are plans for future releases to provide the ability to place a pin directly on a drawing. Users also have the option to upload files to the RFI.

  • Creation of New RFI (Proposed Solutions) - During the RFI creation process, users also have the ability to propose a solution to the question and call-out any estimated cost or schedule impacts.

  • Creation of New RFI (Distribution) - Users will also have the ability to customize distribution of an individual RFI, and assign visibility to either the entire project directory, or a user-specified list of contributors. Regardless of the user's distribution method, RFI notifications will be sent out to whoever is provided visibility in order to collaborate and provide an answer to the question at hand.

  • Submitting an RFI - When an RFI is submitted, all contributors will be notified of its creation. Whoever was designated Ball-in-Court, will have a different notification letting them know they have an RFI to review.

  • Providing a solution to an RFI - When the user with Ball-in-Court opens the RFI, they will be led to a screen providing them a summary of the RFI. This information includes who created the RFI, any references the initiator included, and any solutions that have been provided. The user will then be able to navigate to the solutions tab where they can propose a new solution, add a cost/schedule impact, and any additional files they may want to reference. When they have finished with their proposed solution, they may submit the solution and change the Ball-in-Court to whoever else needs to weigh-in on the solution.

  • Acknowledging and Closing an RFI - Once an acceptable solution to the question has been provided, the initiator can now acknowledge and close the RFI. This will provide all contributors within this RFI with a notification letting them know the RFI has been closed.

  • Creating a change order from a closed RFI - Once an RFI is closed, users will be able to create a change order directly from the RFI and be directed to the change order screen where the fields such as the title, description, and cost/schedule impact is automatically populated with information from the RFI.


Bug-Fixes (💥SQUASH!):

  • Several updates have been made to correct areas of bugs/issues in the platform. Some of these areas include the following: Contracts, CRM, RFP’s, Portfolio’s, Retention Invoices, Exports, Bid Packages, and Contacts.

Many of these changes were based on your direct feedback as our valued customer. So keep letting us know what you think!

IngeniousIO Customer Success Team

customersuccess@ingeniousbuild.com

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