Reference Guide Report

File Name	Update Details
1099 Reporting - R12	Updated Setup > Business Partner SSN Identifier section to replace the name of the section to 1099 Name Printing Order and to update the section to describe 1099 name printing order in Jasper Report and XML output.
Updated 1099 Setup > Setup for 1099-NEC and Updates to 1099-MISC section to accommodate one additional field as per IRS.
Account Payable – R12	Updated Payment Processing > Select Payments - Screen section to include details about the 'Select All' option on the Select Payments screen, which is launched from the [Add Invoices] button.
BI Analytics - R12	Updated Setup section with a new subsection for Security Roles which details how users can customize privileges for security roles in BI Analytics.
BI Catalog Builder – R12	Updated Edit Data Source - Screen section to provide details about the Navigation, Sort, and Filter panels. Changed "Searching Tree Nodes" section to "Search, Sort and Filter Tree Nodes" and included details about the Search and Filter panels. Added new separate subsection for Navigation Panel.
Updated Edit Data Source - Screen > Editing Folders section to provide details about the [Context Variables] button which is used to list available context variables for folders.
Updated Folder Joins - Screen section to provide details about the Navigation and Sort panels.
BI Dashboard Builder – R12	Updated BI Dashboard Builder - Screen > Dashboard - Menu > section as follows: Removed Layout and Reset Position of Visuals subsections as they no longer apply. Added new Insert Panel section. Updated Insert Filter (Page Filter) section to provide details about the 'Single-valued' checkbox property in the Format tab for a dashboard/page filter. Also added details about the Description property in the Plotting Field tab. Finally, added a new subsection titled Using Context Variables in a Page Filter.
Updated BI Dashboard Builder - Screen > Fields - Pane section to indicate that data refresh is asynchronous and when a data source is queued for refresh, the "(Refresh Pending)" suffix is added to the data source name in the Default Data Source pop-up. Also added a new subsection to describe the "New Calculated Field" and "Supported Context Variables" options available on a folder in the Fields pane.
Updated Visualizations section as follows: Updated Add, Edit, Delete, Reposition section to indicate that dashboards use a flow layout and visualization panels use fixed positioning. Added note to Drill in Place > Advanced Drill-Down Features for BI Dashboard Developers and Designers to provide a reference to the "Supported Context Variables" option available on a folder in the Fields pane. Updated Tables section to add a new subsection for the Crosstab visualization. Also updated Tables section with updated screenshot to reflect the New Calculated Column pop-up window which now has an Insert icon added to each drop-down list to explicitly insert the selected value. Added new section for Value Required Conditions.
Added new section titled Adding BI Tools to Treeview or Console to describe how to add Business Intelligence (BI) tools to your treeview using the Treeview Builder tool or to your console using the UI Console tool.
Updated BI Query Builder - Quick Guide section with details about the Crosstab view for queries. Updated Query - Menu subsection with details about the "Insert Substitution" menu option. Also updated Query Builder Toolbar section to clarify the conditions for dragging and dropping a card.
Updated screenshots througout guide to reflect new BI Dashboard/BI Query banner.
CMiC Field - R12	Updated Using Logs section with a new subsection titled Masks and Auto-Numbering Objects.
Updated CMiC Field Security section with a new subsection titled Security by Feature which outlines what security roles and project roles users should have assigned to their profile for each of the PM objects in CMiC Field.
Updated Communication Management section as follows: Updated Project Contact Directory section to rename the PM Role privilege from "Add Contacts To Company" to "Disallow User From Creating Contacts For a Company". Updated Meeting Minutes section with all updates from the 12-2 and 13-1 patches.
Updated Document Management > Document Options Setup section to provide additional details on creating document group types for packages and documents. Additional information was provided to clarify how mask formats are defined for Package ID and Document ID autonumbering.
Updated Document Management section with a new subsection for the Document Upload screen which contains procedures for using the Drawing Upload and Extraction tool.
Updated Document Management > Submittals section with additional details regarding best practices when using submittals.
Updated File Maintenance section as follows: Added new subsection for Activity Code Maintenance. Updated Location Code Maintenance subsection. Added new subsections in Local Tables for Trade Code Maintenance and RFI Types. Reviewed and updated Project Maintenance section to improve readability and reflect latest functionality. Updated Company Control section to improve readability and reflect latest functionality.
Added Prompt Maintenance Quick Guide.
Comdata Integration – Quick Guide – R12	Updated Setup section to provide details about the Comdata Allow Post Checks column in the EFT File Format screen. Also added new section for the Check Release and Check Reconciliation feature.
Added new section titled Comdata Allow Posting of Checks After Card Number Token is Generated.
Added new section titled Comdata Automation for Upload and Import of Files.
Added new section titled Setting up a BI Report.
DocuSign Integration – R12	Added new section titled Using System Contacts for Contact Selection to Setup > CMiC Field Setup.
Embedding a Logo Inside an Email Body - Quick Guide	New!
ESS Employee and Applicant - R12	Reviewed and updated for R12.
ESS Administrators - R12	Reviewed and updated to focus on administrative processes. Employee and applicant specific processes have been moved to the Employee and Applicant R12 guide.
Enterprise Content Management – R12	Updated Installation Plug-In section with details regarding a silent switch in the silent/parameterized installation which controls whether the 'CMiC Server Type' radio button in the login pop-up window defaults to "Enterprise" or "Cloud".
Updated CMiC Search & Indexer > CMiC Indexer section to reflect the current functionality in R12.
Equipment Costing – R12	Updated Enter New Equipment > Equipment - Section to provide additional details under Bulk Equipment - Checkbox.
Added screenshot to Utilities > Bulk Equipment Quantities > Writing Off Bulk Equipment Quantities to clarify where the 'Retire' option is on the Actual Locations screen.
Added note to Setup > Local Tables > Actual Locations section to provide a cross-reference under the 'Retired' checkbox to Writing Off Bulk Equipment Quantities section.
E-Time – R12	Added new section titled E-Time Pay Period Setup.
Updated E-Timesheet Entry > Crew & Mechanic Time Overview > Crew/Mechanic Timesheet Approval section with details about additional filters added to the Crew/Mechanics Time Approval screen to allow users to search for posted and unposted timesheets.
Updated E-Timesheet Entry > Crew & Mechanic Time Overview > Crew Time & Mechanic Time > Crew/Mechanic Time section with details about trade code claiming in Mobile Crew Time.
General Conditions Monitor - R12	Added new section titled Using Forecasting Rate which allows a forecasting rate to be added in the Employee Profile that is applied when using GC Monitor for labor forecast.
General Ledger – R12	Updated Utilities > Bank Reconciliation > Importing Bank Reconciliation Files section with updated list of bank reconciliation file formats supported by CMiC in the standard R12 product.
Global Tables - R12	Updated Global Tables > Maintain Data Process > Document Option Setup section to provide additional details on creating document group types for packages and documents, including describing how mask formats are defined for Package ID and Document ID autonumbering.
Greenshades - R12	Updated Reporting via Greenshades > 1095 Reporting section to include details about the 1095 forms and processes.
Human Resources - R12	Updated Safety section with additional details regarding claims and liability reserves.
Imaging – R12	Updated Working with Images section as follows: Updated Image Manager screenshot. Updated Entering/Updating Flysheet Data section with information on the following buttons: [Upload], [Upload Multiple Documents], [New Phs/Cat], [Update Invoice], [Update], [Approve], and [Reject]. Also added a note regarding document types and the user comments flysheet. Updated Exception Manager section to add information on the following buttons: [Show Images], [Query], and [Clear Invalid].
Updated Imaging Setup as follows: Updated Imaging Control > Imaging Controls - Tab section with additional details about the Use Pretax Amount for Register Pay Requests field. Also added information on several missing fields. Updated Import Invoices - Tab section with general information on the screen's fields and provided a cross-reference to Importing Comdata/Concur Invoice Data - Quick Guide. Updated Defining the Document Types section to remove the Master Flysheet For CMiC Object field as it’s no longer available on the Setup > Document Types screen.
Updated Importing Comdata/Concur Invoice Data into Imaging - Quick Guide with additional Comdata Column to Field mapping.
Job Billing – R12	Updated Preparing the Billing > G/C Prepare Billing (General Contractor Prepare Billing) - Screen section to include details regarding creation of stored materials.
Added new section titled Creation of Stored Materials in RFP.
Updated Setup > JB Control File section to document the 'Do not revert unbilled revenue amount to orig unbilled revenue' checkbox on the Billing tab.
Kofax Integration - R12	Updated CMiC Validation section with a new subsection which includes Kofax Validation URLs for Production and Test environments.
Material Sales - R12	Added a new quick guide titled How are Delivery Charges Calculated in the Ticket Entry Screen?
Microsoft Integration Package – R12	Added a new subsection titled Document Merge with Logos For Word to the Document Merge with Microsoft Word section.
Added new section to Appendix titled "Removing Content from a MIP Template Using Conditions".
Mobile Workspace v10x	Updated eXpense App section with setup details.
New Functionality - R12	Updated up to patch V12-013-2 level.
Opportunity Management - R12	Updated Setup > Company Control section to include additional details under the Automatic Opportunity Numbering field to clarify process for defining masks.
Added new Company Types section to Setup section. This screen is used to maintain the company types available from the Company Types field for an opportunity.
Pay Request - R12	New!
PM Exchange - R12	Updated Data Exchange (DX) Applications > DX User Access section to reflect current functionality.
Updated Procore Integration section as follows: Created new subsection for Project Selection. Updated Configure RFI Maintenance for Procore section to replace standard Treeview path where steps are carried out with a URL for the Collaborate launch page. Updated Set Up Webhooks in Procore section with an updated Collaborate server URL for Test and updated screenshots that indicate what actions should be selected for RFIs and Submittals. Updated Configure RTI Maintenance for PM Exchange section to replace standard Treeview path where steps are carried out with a URL for the Collaborate launch page. Created Project Contacts and Partners section to combine Existing and New Project Contacts and Partners subsections.
Preventive Maintenance - R12	Updated Close Out > Overview - Closing Work Items section to clarify the details about the [Add Work Item] button.
Process Builder - R12	Updated screenshots to reflect R12 launch page.
Registering an Application in Azure Portal - Quick Guide	New!
Subcontract Management – R12	Updated Payments > Entering Request for Payment > Amount Summary - Tab section with details regarding creation of stored materials.
System Administration Guide – R12	Added new section for Quartz Utility.
System Data – R12	Updated Global Tables > Maintain Data Process > Document Option Setup section to provide additional details on creating document group types for packages and documents, including describing how mask formats are defined for Package ID and Document ID autonumbering.
Treeview Builder - R12	Updated screenshots to reflect R12 launch page and added new quick guide for Adding a New Menu Item to the Treeview.
US Payroll – R12	Updated Local Tables > Trades section to indicate that up to 30 characters can now be entered in the Trade Code field.
Made the following updates to Employees > Employee Profile section: Added details about modifications made to direct deposit email which allows for a more personalized email subject line and body. Updated Rates/Salary - Tab subsection with details about GC Charge Rate field and GC Billing Rate field, which relate to forecasting rates in GC Monitor. Updated Tax - Tab subsection with a reference in the SUI/SDI Location field to the Unemployment Tax Calculation in CMiC Payroll Quick Guide.
Updated Processing > Pay Stub Printing section with details about new fields on Pay Stub Printing screen that allow users to enter a range of periods to print several pay stubs at once for an employee.
Updated Processing section with a new subsection titled Employee Exempt Rules Processing.
Updated Utilities > W2/T4 Mapping Parameters section to document the new T4 box codes and reporting requirements.
Updated Utilities section with the following subsections: Import Employee History Vertex Employee Tax Reports
Added Prevailing Wage Setup - Quick Guide.
Added Multi-State SUI Tax Calculation - Quick Guide.

1099 Reporting - R12

Updated Setup > Business Partner SSN Identifier section to replace the name of the section to 1099 Name Printing Order and to update the section to describe 1099 name printing order in Jasper Report and XML output.

Updated 1099 Setup > Setup for 1099-NEC and Updates to 1099-MISC section to accommodate one additional field as per IRS.

Account Payable – R12

Updated Payment Processing > Select Payments - Screen section to include details about the 'Select All' option on the Select Payments screen, which is launched from the [Add Invoices] button.

BI Analytics - R12

Updated Setup section with a new subsection for Security Roles which details how users can customize privileges for security roles in BI Analytics.

BI Catalog Builder – R12

Updated Edit Data Source - Screen section to provide details about the Navigation, Sort, and Filter panels. Changed "Searching Tree Nodes" section to "Search, Sort and Filter Tree Nodes" and included details about the Search and Filter panels. Added new separate subsection for Navigation Panel.

Updated Edit Data Source - Screen > Editing Folders section to provide details about the [Context Variables] button which is used to list available context variables for folders.

Updated Folder Joins - Screen section to provide details about the Navigation and Sort panels.

BI Dashboard Builder – R12

Updated BI Dashboard Builder - Screen > Dashboard - Menu > section as follows:

Removed Layout and Reset Position of Visuals subsections as they no longer apply. Added new Insert Panel section.
Updated Insert Filter (Page Filter) section to provide details about the 'Single-valued' checkbox property in the Format tab for a dashboard/page filter. Also added details about the Description property in the Plotting Field tab. Finally, added a new subsection titled Using Context Variables in a Page Filter.

Updated BI Dashboard Builder - Screen > Fields - Pane section to indicate that data refresh is asynchronous and when a data source is queued for refresh, the "(Refresh Pending)" suffix is added to the data source name in the Default Data Source pop-up. Also added a new subsection to describe the "New Calculated Field" and "Supported Context Variables" options available on a folder in the Fields pane.

Updated Visualizations section as follows:

Updated Add, Edit, Delete, Reposition section to indicate that dashboards use a flow layout and visualization panels use fixed positioning.
Added note to Drill in Place > Advanced Drill-Down Features for BI Dashboard Developers and Designers to provide a reference to the "Supported Context Variables" option available on a folder in the Fields pane.
Updated Tables section to add a new subsection for the Crosstab visualization. Also updated Tables section with updated screenshot to reflect the New Calculated Column pop-up window which now has an Insert icon added to each drop-down list to explicitly insert the selected value.
Added new section for Value Required Conditions.

Added new section titled Adding BI Tools to Treeview or Console to describe how to add Business Intelligence (BI) tools to your treeview using the Treeview Builder tool or to your console using the UI Console tool.

Updated BI Query Builder - Quick Guide section with details about the Crosstab view for queries. Updated Query - Menu subsection with details about the "Insert Substitution" menu option. Also updated Query Builder Toolbar section to clarify the conditions for dragging and dropping a card.

Updated screenshots througout guide to reflect new BI Dashboard/BI Query banner.

CMiC Field - R12

Updated Using Logs section with a new subsection titled Masks and Auto-Numbering Objects.

Updated CMiC Field Security section with a new subsection titled Security by Feature which outlines what security roles and project roles users should have assigned to their profile for each of the PM objects in CMiC Field.

Updated Communication Management section as follows:

Updated Project Contact Directory section to rename the PM Role privilege from "Add Contacts To Company" to "Disallow User From Creating Contacts For a Company".
Updated Meeting Minutes section with all updates from the 12-2 and 13-1 patches.

Updated Document Management > Document Options Setup section to provide additional details on creating document group types for packages and documents. Additional information was provided to clarify how mask formats are defined for Package ID and Document ID autonumbering.

Updated Document Management section with a new subsection for the Document Upload screen which contains procedures for using the Drawing Upload and Extraction tool.

Updated Document Management > Submittals section with additional details regarding best practices when using submittals.

Updated File Maintenance section as follows:

Added new subsection for Activity Code Maintenance.
Updated Location Code Maintenance subsection.
Added new subsections in Local Tables for Trade Code Maintenance and RFI Types.
Reviewed and updated Project Maintenance section to improve readability and reflect latest functionality.
Updated Company Control section to improve readability and reflect latest functionality.

Added Prompt Maintenance Quick Guide.

Comdata Integration – Quick Guide – R12

Updated Setup section to provide details about the Comdata Allow Post Checks column in the EFT File Format screen. Also added new section for the Check Release and Check Reconciliation feature.

Added new section titled Comdata Allow Posting of Checks After Card Number Token is Generated.

Added new section titled Comdata Automation for Upload and Import of Files.

Added new section titled Setting up a BI Report.

DocuSign Integration – R12

Added new section titled Using System Contacts for Contact Selection to Setup > CMiC Field Setup.

Embedding a Logo Inside an Email Body - Quick Guide

New!

ESS Employee and Applicant - R12

Reviewed and updated for R12.

ESS Administrators - R12

Reviewed and updated to focus on administrative processes. Employee and applicant specific processes have been moved to the Employee and Applicant R12 guide.

Enterprise Content Management – R12

Updated Installation Plug-In section with details regarding a silent switch in the silent/parameterized installation which controls whether the 'CMiC Server Type' radio button in the login pop-up window defaults to "Enterprise" or "Cloud".

Updated CMiC Search & Indexer > CMiC Indexer section to reflect the current functionality in R12.

Equipment Costing – R12

Updated Enter New Equipment > Equipment - Section to provide additional details under Bulk Equipment - Checkbox.

Added screenshot to Utilities > Bulk Equipment Quantities > Writing Off Bulk Equipment Quantities to clarify where the 'Retire' option is on the Actual Locations screen.

Added note to Setup > Local Tables > Actual Locations section to provide a cross-reference under the 'Retired' checkbox to Writing Off Bulk Equipment Quantities section.

E-Time – R12

Added new section titled E-Time Pay Period Setup.

Updated E-Timesheet Entry > Crew & Mechanic Time Overview > Crew/Mechanic Timesheet Approval section with details about additional filters added to the Crew/Mechanics Time Approval screen to allow users to search for posted and unposted timesheets.

Updated E-Timesheet Entry > Crew & Mechanic Time Overview > Crew Time & Mechanic Time > Crew/Mechanic Time section with details about trade code claiming in Mobile Crew Time.

General Conditions Monitor - R12

Added new section titled Using Forecasting Rate which allows a forecasting rate to be added in the Employee Profile that is applied when using GC Monitor for labor forecast.

General Ledger – R12

Updated Utilities > Bank Reconciliation > Importing Bank Reconciliation Files section with updated list of bank reconciliation file formats supported by CMiC in the standard R12 product.

Global Tables - R12

Updated Global Tables > Maintain Data Process > Document Option Setup section to provide additional details on creating document group types for packages and documents, including describing how mask formats are defined for Package ID and Document ID autonumbering.

Greenshades - R12

Updated Reporting via Greenshades > 1095 Reporting section to include details about the 1095 forms and processes.

Human Resources - R12

Updated Safety section with additional details regarding claims and liability reserves.

Imaging – R12

Updated Working with Images section as follows:

Updated Image Manager screenshot.
Updated Entering/Updating Flysheet Data section with information on the following buttons: [Upload], [Upload Multiple Documents], [New Phs/Cat], [Update Invoice], [Update], [Approve], and [Reject]. Also added a note regarding document types and the user comments flysheet.
Updated Exception Manager section to add information on the following buttons: [Show Images], [Query], and [Clear Invalid].

Updated Imaging Setup as follows:

Updated Imaging Control > Imaging Controls - Tab section with additional details about the Use Pretax Amount for Register Pay Requests field. Also added information on several missing fields.
Updated Import Invoices - Tab section with general information on the screen's fields and provided a cross-reference to Importing Comdata/Concur Invoice Data - Quick Guide.
Updated Defining the Document Types section to remove the Master Flysheet For CMiC Object field as it’s no longer available on the Setup > Document Types screen.

Updated Importing Comdata/Concur Invoice Data into Imaging - Quick Guide with additional Comdata Column to Field mapping.

Job Billing – R12

Updated Preparing the Billing > G/C Prepare Billing (General Contractor Prepare Billing) - Screen section to include details regarding creation of stored materials.

Added new section titled Creation of Stored Materials in RFP.

Updated Setup > JB Control File section to document the 'Do not revert unbilled revenue amount to orig unbilled revenue' checkbox on the Billing tab.

Kofax Integration - R12

Updated CMiC Validation section with a new subsection which includes Kofax Validation URLs for Production and Test environments.

Material Sales - R12

Added a new quick guide titled How are Delivery Charges Calculated in the Ticket Entry Screen?

Microsoft Integration Package – R12

Added a new subsection titled Document Merge with Logos For Word to the Document Merge with Microsoft Word section.

Added new section to Appendix titled "Removing Content from a MIP Template Using Conditions".

Mobile Workspace v10x

Updated eXpense App section with setup details.

New Functionality - R12

Updated up to patch V12-013-2 level.

Opportunity Management - R12

Updated Setup > Company Control section to include additional details under the Automatic Opportunity Numbering field to clarify process for defining masks.

Added new Company Types section to Setup section. This screen is used to maintain the company types available from the Company Types field for an opportunity.

Pay Request - R12

New!

PM Exchange - R12

Updated Data Exchange (DX) Applications > DX User Access section to reflect current functionality.

Updated Procore Integration section as follows:

Created new subsection for Project Selection.
Updated Configure RFI Maintenance for Procore section to replace standard Treeview path where steps are carried out with a URL for the Collaborate launch page.
Updated Set Up Webhooks in Procore section with an updated Collaborate server URL for Test and updated screenshots that indicate what actions should be selected for RFIs and Submittals.
Updated Configure RTI Maintenance for PM Exchange section to replace standard Treeview path where steps are carried out with a URL for the Collaborate launch page.
Created Project Contacts and Partners section to combine Existing and New Project Contacts and Partners subsections.

Preventive Maintenance - R12

Updated Close Out > Overview - Closing Work Items section to clarify the details about the [Add Work Item] button.

Process Builder - R12

Updated screenshots to reflect R12 launch page.

Registering an Application in Azure Portal - Quick Guide

New!

Subcontract Management – R12

Updated Payments > Entering Request for Payment > Amount Summary - Tab section with details regarding creation of stored materials.

System Administration Guide – R12

Added new section for Quartz Utility.

System Data – R12

Updated Global Tables > Maintain Data Process > Document Option Setup section to provide additional details on creating document group types for packages and documents, including describing how mask formats are defined for Package ID and Document ID autonumbering.

Treeview Builder - R12

Updated screenshots to reflect R12 launch page and added new quick guide for Adding a New Menu Item to the Treeview.

US Payroll – R12

Updated Local Tables > Trades section to indicate that up to 30 characters can now be entered in the Trade Code field.

Made the following updates to Employees > Employee Profile section:

Added details about modifications made to direct deposit email which allows for a more personalized email subject line and body.
Updated Rates/Salary - Tab subsection with details about GC Charge Rate field and GC Billing Rate field, which relate to forecasting rates in GC Monitor.
Updated Tax - Tab subsection with a reference in the SUI/SDI Location field to the Unemployment Tax Calculation in CMiC Payroll Quick Guide.

Updated Processing > Pay Stub Printing section with details about new fields on Pay Stub Printing screen that allow users to enter a range of periods to print several pay stubs at once for an employee.

Updated Processing section with a new subsection titled Employee Exempt Rules Processing.

Updated Utilities > W2/T4 Mapping Parameters section to document the new T4 box codes and reporting requirements.

Updated Utilities section with the following subsections:

Import Employee History
Vertex Employee Tax Reports

Added Prevailing Wage Setup - Quick Guide.

Added Multi-State SUI Tax Calculation - Quick Guide.

Reference Guide Report

April 2021