Reference Guide Report

January 2022

Here is the latest upload of updated and new CMiC reference guides on the CMiC Documentation Portal for January 2022.

File Name Update Details
Account Payable – R12 Updated Processing Invoices > Enter Vouchers - Screen > One-Time Vendor Invoices section to indicate that one-time vendors can't be used in the Imaging module for entering one-time vendor invoices.
Updated Working with Recurring Payables > Activate Recurring Invoices - Screen > Selection - Section to provide details about the 'Select' box located in the column header which is used to select all vouchers at once.

Updated Payment Processing > Prepare Checks (Automated Check Generation) section as follows:

  • Updated Prepare Check section with details about the 'By Approver' checkbox.

  • Updated Print Checks section with details about the 'Print SC Waiver Report' checkbox and the Select SC Waiver Report field. In addition, added details about the [Generate EFT] button. Also re-formatted details in this section to be consistent with formatting throughout guide.
Updated Utilities > Print T5018 Forms section to detail the fields on this screen, including the two newest ones: 'Print Company Legal Name' checkbox and Print Type field.

Updated Setup > AP Control File section as follows:

  • Updated Voucher - Tab section with details about the 'Reverse Tax Charge Flag' checkbox.

  • Updated Check - Tab section to provide details about the 'Group Checks By Approver' checkbox. Also clarified the description for 'Allow Duplicate Check Numbers' checkbox.
Added new quick guide: Calculating VAT Payments.
Accounts Receivable - R12

Updated Setup > AR Control File - System Defaults - Tab section as follows:

  • Replaced outdated screenshots and re-ordered the fields so they reflect the current layout of the screen.

  • In General Settings subsection, updated the Freeform Invoice Name field to indicate that "AR Invoice for Laser Printer (UK)" is also available as an invoice format option.

  • In Control Flags subsection, added details for the 'Restrict Jobs by Customer on Invoices' checkbox.

Updated Setup > AR Control File > Receipt - Tab section with details regarding the 'Update Job Code on Receipt Header for Deposits' checkbox.
BI Analytics - R12 Updated Standard Canvases and Objects section with new subsection for Security Bucket in Standard Canvas
BI Dashboard Builder – R12 Updated Dashboard Runtime Controls > Dashboard Settings section to clarify the description of the 'Current Project Only' checkbox to indicate that folders of the advanced analytics type are identified in BI Catalog Builder by the “PMBI” suffix in a folder’s name.

Updated BI Dashboard Builder - Screen > Fields - Pane section as follows:

  • Included details about the new filter box which has been added to the Default Data Source pop-up window which is used to search for fields by keyword.

  • Added details about the Show Description option available which allows users to view the folder description specified in BI Catalog Builder.

Updated Visualizations section as follows:

  • Added a new section for the Gantt Chart visualization.

  • Updated Tables section as follows:

    • Updated Part 1: Plotting Fields section with details about Conditional Formatting property.

    • Added a new section for Conditional Formatting.

Change Management - R12 Updated Local Tables > PCI Markup Rules > Rules - Section to include details about the rounding rule options available in the Rounding Rule field.

Updated Change Orders > Enter PCI section as follows:

  • Updated General - Tab section with details regarding the 'Allow Cost' checkbox.

  • Updated Detail - Tab section with details regarding the 'Markup' checkbox.
Added new Quick Guides section and included quick guide for Using Selective Markups for PCIs.
CMiC Field - R12

Updated Using Logs section as follows:

  • Updated Project Management > Notifications section with a note to indicate that PM email notifications for RFIs, Issues, and Communications are based on templates that are maintained by CMiC and these templates are not available for user customization.

  • Added Reviewer Section to provide general details about the Reviewers Table, currently available on the RFI, Submittal, and Punch List Item screens. Also included details about updates made to email notification for reviewers that apply to Submittals and RFIs.

Updated CMiC Field Security section as follows:

  • Updated Project Roles > Role Privileges – Section to clarify how the 'Default Email Notification Settings' checkbox is used.

  • Updated Contacts section to clarify that the Contacts screen shows those contacts that share the same Company or Partner code as the logged-in user. To show contacts associated with other partners, user the Partners screen.

Updated Communication Management section as follows:

  • Updated Project Calendar > [Add Action Item] – Button section under the 'Recurring Item' checkbox to indicate that users will only receive an email notification for the earliest instance of a recurring item to avoid large numbers of redundant emails.

  • Updated RFIs > RFI Detail - Tab section as follows:

    • Added details about the Change field and Current Responsibility field.

    • Updated Receiver - Section with a note to clarify how responding to an RFI functions with regard to security roles. Also provided details about the I/O email which contacts will receive once the RFI is submitted.

    • Updated Reviewer - Section with details about the [New Cycle] button.

  • Updated Transmittals > Entering a Transmittal section with a note to clarify how responding to a transmittal functions with regard to security roles. Also completed some formatting updates to improve the flow of information in this section.

  • Updated Issues > Issue Detail – Tab > Receiver - Section with a note to clarify how responding to an issue functions with regard to security roles.

  • Updated Meeting Minutes > Creating a New Meeting > Create New Meeting - Section to indicate that location, date, and time information can all be edited while a meeting is active.

  • Updated Meeting Minutes > Entering Meeting Minutes section to indicate that users can enter meeting minutes and star items of particular note at any time and do not have to wait for the meeting to start.

  • Updated Meeting Minutes > Starting a Meeting section to indicate that attendees can be removed while the meeting is taking place by pressing the "x" that appears next to their name.

Updated Document Management as follows:

  • Updated Documents > Document Folders > Managing Document Folders with details regarding how users can download multiple documents at the same time.

  • Updated Documents section with a new subsection titled Linking Drawing Annotations to Related Objects on Web.

  • Updated Drawing Upload and Extraction Tool section with details about the drawing extraction Job log.

  • Updated Document Options Setup > Document - Tab section with an updated screenshot to reflect the addition of the following new fields: Sheet Name, Location, and Discipline.

  • Created a new section titled Request for Documents which is used to submit requests for documents.

Updated Budget & Cost Management section as follows:

  • Reviewed and edited Subcontracts section and added clarifications where necessary. File paths have been replaced by cross-reference links. Additional details added to Change Orders - Tab subsection.

  • Reviewed Subcontract Change Orders section and updated it with new screenshots and details to accurately reflect the software.

  • Reviewed and edited Subcontract Schedule of Values section.

  • Updated Potential Change Items > PCI Detail - Tab > PCI Details - Section to include details about how the Task ID field is used when the 'Modify Item Code on Unposted SCO Linked to Posted PCI' privilege is assigned to the user's role.

  • Updated Request For Payment section with a note to indicate that RFPs can be entered in CMiC Field, Collaborate, and Enterprise (Subcontract Management and Imaging modules). This section has also been edited and re-formatted to improve the content and screenshots have been updated to reflect the latest functionality.

Updated Site Management section as follows:

  • Updated Daily Journal > Labor - Tab section to include a link to the Timesheet Entry section of the US Payroll guide for more information about the fields on this tab.

  • Updated Punch List Items section to address modifications to the Punch List Items log. Specifically to address the removal of the following items: Welcome Message, Default Grouped by Punch List, Color Coding for Punch List Item Status, Drawing Location Icon, and Share Feature. Also added details about the new Date Created field.

  • Updated Notices section to clarify the fields on the Notice Detail tab.

  • Added new sections for QC Inspection and Testing Plan and System QC Classifiers.

Updated Reports > Ball in Court Report section to indicate that when running the report via the nightly process, only Enterprise clients can change the time when the report is scheduled to be printed.

Updated File Maintenance section as follows:

  • Updated Local Tables section as follows:

    • Updated Checklist Maintenance section with details regarding the addition of actions items.

    • Updated Trade Type Maintenance section with details about the new Description column.

  • Added new subsection for Job Scheduler. These details were originally provided in the Document Management > Drawing Upload section but have been moved to this section.

  • Updated Project System Options - General Tab section with details regarding the 'Apply Job Template to Cost Code in Bid Items' checkbox. Also updated 'Default SC Settings From Contract Type' checkbox to indicate that checking this box allows users to assign the Disable Printing On Posted Subcontracts and Disable Printing on Posted Subcontract Change Order privileges to their project role.

  • Added new section for Definable Feature of Work Values.

Updated Customizing Your Workspace > Defining Default Query Filters section to clarify how this functionality is used.
Completed minor formatting and editing throughout the guide.
Comdata Integration - R12 Added new section for Comdata Scheduler Log.
Equipment Costing – R12

Updated Transactions (Processing) > Location Transfers section as follows:

  • Updated Group Location Transfer Entry section with details regarding the new Transfer Time field.

  • Updated Actual Location Transfer section with a note to indicate that a bulk data import can be performed by using the [Import] button on the Block toolbar.

Updated Setup > Control File section with a new subsection for the Charge/Reconciliation tab. This new tab includes the 'Use Equipment Revenue Rate Type' checkbox and the 'Use Auto Charge Cycle' checkbox for setting equipment revenue rate types and using the auto charge cycle at the company level. Updates have been made throughout guide to indicate that these options are set by default in the Assets tab of the System Options screen in the System Data module by default; however, users can now override these settings at the company level from the Charge/Reconciliation tab.

This tab also includes settings for the new 'Suppress Non-Chargeable Records in Review Auto-Charge Out Program' checkbox and Cut-off Date field.
All instances of Master/Slave have been changed to Primary/Secondary throughout the software and documentation.
ESS Administrators - R12 Updated Manager Self-Service > Qualifying Event Status section to indicate that the screen is display-only and any notes associated with the event records can be opened by pressing the blue link in the Notes column.
ESS Employees and Applicants - R12 Updated Payment Administration section with a new subsection for Qualifying Event.
E-Time - R12

Updated E-Timesheet Entry section as follows:

  • Updated Crew & Mechanic Time Overview > Crew/Mechanic Timesheet Approval section with details about the Responsibility field.

  • Updated Creating Access Codes section with a new subsection titled Group and Personal Access Codes. Updated fields in Access Code Maintenance section to reflect latest functionality on screen.
Greenshades - R12 Created a new Quick Guides section and included details about Reporting on the Oregon Statewide Transit Tax.
Imaging – R12 Updated Imaging Setup > Defining the Document Types section to provide details regarding the [Source Assignment] button and how once the flysheet is added and finalized, the source is created for the document type.

Updated Imaging Setup > Imaging Control > Imaging Controls - Tab section as follows:

  • Updated Invoice Validation - Section to add details to the 'Default Tax Calculation' checkbox to indicate that the tax, itself, will not be calculated because a separate use tax invoice is intended to be created for it. Also clarified description for 'Don’t Use Header Tax for Registered RFPs' checkbox.

  • Updated Image Manager Display Options - Section to clarify that when the 'Update Button Only For Approver' box is checked, only users currently assigned to the invoice can update it, unless 'Non Approver Update' checkboxes in the Flysheet Security pop-up are checked.

  • Updated Flysheet Security - Section to clarify how the 'Non Approver Update' checkboxes in the Flysheet Security pop-up window are used to override the 'Update Button Only For Approver' checkbox setting for specific fields.

Updated Imaging Setup > Imaging Control > Import Invoices - Tab section as follows:

  • Updated to include details about the 'Import Header Only' checkbox.

  • Updated to rename 'Do Not Auto Submit' checkbox to 'Skip Workflow/Auto Submit Invoice'.
Updated Imaging Setup > Creating Fillable PDFs and Dynamic Flysheets section to add a note to indicate that Fields cannot be added directly to the Inactive Inputs section from the Edit Header section. They can only be dragged from the available inputs in the first Flysheet section. Also added details about the Project Document field.
Added a new appendix for Appendix G - How to Connect to the CMiC Imaging FTP Site.

Updated Quick Guides > Importing Comdata/Concur Invoice Data into Imaging as follows:

  • Added a new subsection for the Comdata Import File Format.

  • Updated to include details about the 'Import Header Only' checkbox and to rename 'Do Not Auto Submit' checkbox to 'Skip Workflow/Auto Submit Invoice'.

  • Updated Field Mapping subsection by re-ordering Comdata and Concur's column to field mapping and re-named some of the columns and included notes to clarify how the columns are interpreted by the system.

International Payroll - R12 Added new section for Setting Up Users for International Payroll.
Job Billing – R12 Updated Creating a Billing Contract > Contract Entry > Defaults - Tab section with details regarding the Remittance Details field.

Updated Setup > JB Control File section as follows:

  • Updated General - Tab section with a note to indicate that both the 'Automatically Approve Contract' and 'Automatically Approve Bill' checkboxes need to be checked for contracts to be automatically approved.

  • Updated Invoice - Tab section with an updated screenshot to reflect the current layout of the fields on this tab. Added a description for the Remittance Details field. In the new AIA subsection, re-named checkbox to 'AIA G701, G702 and G703 Forms Licensed by Company' and added a new field for Year.

Updated Setup > Defining Invoice Formats section as follows:

  • Added a new subsection header for the overview details. In Overview section, updated the Format Code field description to clarify how to execute a query in table mode.

  • Updated Invoice Options - Tab > Freeform Invoice Style Options section with a description for the 'Print Remittance Details' checkbox and the 'Show California Notary' checkbox.
Job Costing - R12

Updated Creating a Jobsection as follows:

  • Updated Enter Job - Screen section as follows:

    • Updated Job Detail - Tab section with details about the Cost Code Template field and the 'Automatically Apply Template to Job' checkbox.

    • Updated Settings - Tab section with details about the 'Show Spent as Actual Cost in WIP' checkbox.

  • Updated Enter Job - Screen section with a new subsection for the Cost Status Query Mapping - Tab.

  • Updated Assign Cost Codes (Phases) section to indicate that a template in the Use Cost Code Template field may have defaulted from the Job Setup screen. Also added details to the [Add Cost Codes] button to explain how this button is used in conjunction with the Use Cost Code Template field.
Updated Forecasting > Enter Cost Forecast (Enter Manual Forecast) - Screen section with an updated screenshot to reflect the fact that the [Notes] button was re-located to the Block toolbar. Details related to the [Notes] button were also adjusted accordingly.
Updated Creating a Project > Enter Project section to indicate that when creating key players on the Key Players tab, if a company is entered in the Company field then a contact must also be entered in the Contact field to be in sync with CMiC Field.

Updated Setup > Cost Code Template - Screen section with a new subsection titled Adding New Cost Codes to a Template.

Updated Processing - Job Costs as follows:

  • Updated Enter Cost Transaction > Detail - Section with an updated screenshot for [Create CostCode/Cat] button's pop-up window and provided a cross-reference to additional information on using cost code templates.

  • Updated Enter Committed Cost Transaction > Detail - Section with an updated screenshot for [Create CostCode/Cat] button's pop-up window and provided a cross-reference to additional information on using cost code templates.

Updated Quick Guides section with a new quick guide for Using Cost Code Structure by Dept/Job.
Lite Editor - R12 Updated with a new section for Diagnostic Tool.

Material Sales - R12

 Updated Working with Batches > Posting a Batch section to include a screenshot of the program and include details about the 'Preview Posting' checkbox.
Microsoft Integration Package – R12 Updated Document Merge with Microsoft Word > Create MIP Word Document Using Microsoft Word Based Template > Step 7: Print MIP Word Document (JSP) section with a note to indicate in Step 4 that in the Report Configuration pop-up window, the 'Print Blank Letter' checkbox only applies to Jasper reports.
PM Exchange - R12 Updated Procore Integration section with a new subsection for Onboarding and Pre-requisites for CMiC-Procore Integration.
Resource Planning - R12 Reviewed and updated for R12.
Subcontract Management – R12

Updated Utilities section as follows:

  • Updated Modify Original Contract > Subcontract Information - Section with a note which includes details about using the Control Contract Amount field in conjunction with CMiC Field.

  • Updated Modify Original Contract > Schedule of Values - Section with details to indicate how the [Delete] button in the Block Toolbar is used in this section of the screen when editing the SOVs.

  • Updated Reverse/Calculate CDI Charges section to remove the note regarding selection buttons along the bottom of the screen as these buttons have been removed. Also added a note to the 'Reverse' checkbox field to indicate that when data is filtered, the charges are reversed only for the filtered jobs and not for all jobs. Similarly, a note was added to the 'Calculate' checkbox to indicate that when data is filtered, the charges are calculated only for the filtered jobs and not for all jobs.
Subcontractor Prequalification - R12

Updated Prequalification Setup > Prequalification Control as follows:

  • Added new subsection titled "Self Service Attachments" to explain how to set up defaults for financial and other attachments that are added in the form.

  • Added new subsection titled "Display Financial Calculations in Self Service" to explain how the 'Display Financial Calculations in Self Service' checkbox works.

  • Added new subsection to provide details about the new [Assign Classifiers] button.
System Administration Guide – R12

Updated Quartz Utility - System Guide section as follows:

  • Added new section for Requirements.

  • Added more details to Troubleshooting > File Permissions (Access Denied) section.

  • Added new subsection under Troubleshooting section for java.lang.UnsatisfiedLinkError: The specified module could not be found.

Updated Cloning Procedures for CMiC > Cloning Procedure section to update how this procedure should be performed.
System Data - R12

Updated Setup section as follows:

  • Updated System Options > General - Tab > JSP section with details regarding the new Download Link Expiration (days) field.

  • Updated System Options > Financials - Tab > Checks section with details regarding the 'Group AP Checks by Selection' checkbox.

  • Updated System Options - Projects - Tab > General section with details about the 'Validate Cost Code Master' checkbox.

  • Updated Assets - Tab section for the 'Use Auto Charge Cycle' checkbox and the 'Use Equipment Revenue Types' checkbox to clarify that settings defined for these two checkboxes in System Options will be defaulted when creating a new company but users can override them at the company level in the Charge/Reconciliation tab of the Equipment Costing Control File.

Updated Security > Users > Defining User Preferences section to update the description of the Default Locale field to indicate that French and Spanish are now available as base languages along with their associated country-specific variants. These new locale codes can be used to switch the display language to French and Spanish.

Removed Global Functions > Miscellaneous System Data section as the following subsections were re-located within the guide:

  • Import History section was moved to Reports section.

  • Report Action Status Query section was moved to Utilities section.

  • Session Information session was moved to Utilities section.

Updated Global Tables section as follows:

  • Updated Tax Codes section with updated screenshot and re-ordered fields according to layout on screen. Added details about the new fields for VAT payment calculation for international clients: Tax Description, Tax Authorities, Tax English Translation, Tax Registration, and 'Tax Reverse Charges' checkbox.

  • Updated Payment Terms section with a new subsection titled Valuation Payment Setup, which indicates that the details contained within this section that are used to support Self Billing Payment Request functionality for UK clients.

  • Updated Text Codes section to clarify how text code tags are used.

  • Updated Maintain Data Process section to clarify how the screen is used. Also updated screenshot to reflect the addition of the following new fields on the Document tab: Sheet Name, Location, and Discipline.

  • Updated Currencies section with a new screenshot which includes four new currencies: Swiss Franc, Danish Krona, Swedish Krona, and Norwegian Krona.

Added new section for Utilities with the following subsections:

  • Report Action Status

  • Session Information

  • Scheduler Log
Added new section for Reports which includes a subsection for Import History.
Removed Attachments and Notes section as this content already covered in the Getting Started R12 guide.
US Payroll - R12

Updated Company Setup > Company Maintenance Setup > Payroll Control - Rules Tab with details regarding the following new checkboxes:

  • 'Calculate Work and Bill Amount in Work Company Currency' checkbox.

  • 'Calculate Salary Leave Accrual Like Hourly Employees' checkbox.

  • 'Post Timesheet/Final Posting as Details in General Ledger' checkbox.
Updated Employees > Employee Profile > HCM - Tab section to update descriptions for fields and buttons along the bottom of this tab.

Updated Administration > Leave Administration as follows:

  • Updated several screenshots in this section.

  • Updated Company Leave Maintenance section with details about the Annual Accrual Leave Cap field.
Updated Reports and Queries section with a new subsection for the Federal Certified Payroll Report, which also includes details about the New York Federal Report.

 

View our Past Reference Guide Reports or return to Resources.