Updated Reference Guides

January 2023

Here is the latest upload of updated and new CMiC reference guides on the CMiC Documentation Portal for January 2023.

File Name Update Details Comments

1099 Reporting - R12

 Updated 1099 Setup > Setup for 1099-NEC and Updates to 1099-MISC > Form 1099-NEC > Printing 1099-NEC (Jasper Report) section with a new subsection for Printing Calendar Year in 2022 1099-NEC Form. Updated for Patch V12-016 (22.65553).
Updated 1099 Setup > Setup for 1099-NEC and Updates to 1099-MISC > Form 1099-MISC > Printing 1099-MISC (Jasper Report) section with a new subsection for Printing Calendar Year in 2022 1099-MISC Form. Updated for Patch V12-016 (22.65553).
Updated Create 1099 > Create 1099 Media Files > Taxpayer Info - Section to clarify the description for the Path and File Name field to indicate that users only need to enter a file name and should avoid including a file path. General update.

Account Payable – R12

Updated Processing Invoices > Enter Vouchers - Screen > Voucher Detail – Tab section to update the description of the Job Code field to clarify how the Multi-Distribution option works.

General update.
Updated Payment Processing > Prepare Checks (Automated Check Generation) > Prepare Checks section to include details in the Pay Run Group field to indicate that when a pay run group code is selected, pay run group details will auto-populate in the relevant fields. Updated for Patch V12-016 (22.58880).
Updated Payment Processing > Prepare Checks (Automated Check Generation) > Print Check section to add details to the 'EFT/TPPM Distribution' regarding the email payment notification process. General update.
Updated Payment Processing > Manual Checks & Deposits > Enter Manual Checks > Check Details – Tab section to provide details about the 'Down Payment Related' checkbox and SC Contract field, which are related to the Down Payment and Amortization feature in CMiC Field. General update (20.31609).
Updated Reports section with a new subsection which details the standard available reports available in this module. General update.

Updated Setup > AP Control File > Voucher – Tab section to clarify the description for the ‘Allow Only Single Job per Voucher’ checkbox. Also created a quick guide for using this feature.

 General update.
Updated Setup > AP Control File > Check – Tab section to update the description for the EFT Last Change Sequence Number to indicate that when the field is initially displayed using Lite Editor, it will be disabled. Users will require the APUPDEFCHQ security privilege assigned for the field to be enabled. Updated for Patch V12-016 (21.47899).
Updated Setup > System Data – Module > Security > System Privileges section to include an entry for the new APUPDEFCHQ system privilege in the table of system privileges available for the AP module. Updated for Patch V12-016 (21.47899).
Updated Emailing Vendor Pay Stubs When Printing an EFT File quick guide to clarify why this process is useful and to include cross-references to related sections within the AP guide. General update.
Added new quick guide for Allow Single Job per Voucher. General update.
Added new quick guide for Handling Large Sets of EFT Email Notifications. Updated for Patch V12-015-2-HF-04.
Added new quick guide for Accounts Payable Standard ACH File Format. Updated for Patch V12-016 (22.57835).
Completed updates to formatting and layout to accurately reflect the flow of fields in the software screen. General update.

Accounts Receivable - R12

 Updated Maintain Customers - Screen > Customers - Tab section to re-organize the information in the guide so that it accurately reflects the location of fields in the software. General update.
Updated Maintain Customers - Screen > Customers - Tab section to re-name 'AR Statement Email Flag' to 'Email AR Statement'. Updated for Patch V12-016 (17.45427).
Updated Reports section with a new subsection which details the standard available reports available in this module. General update.

BI Analytics - R12

 Updated Quick Tour > Menu section to clarify the description of the Canvas Tab to indicate that the minimum security access required for a canvas to be listed in the menu is read-only, but to create a canvas, a user must have the system privilege ‘BIBOARDCRT – CMIC BI: Allows the user to create BI Canvas’ as well as security role(s) that can update and delete canvases. General update.
Updated Getting Started – Creating Canvases > Step 1: Create New Canvas to clarify the note to indicate that to create a canvas in BI Analytics, a user must have the system privilege ‘BIBOARDCRT – CMIC BI: Allows the user to create BI Canvas’ as well as security role(s) that can update and delete canvases. General update.
Updated Getting Started – Creating Canvases > Step 6: Change Canvas Background to include details about the new 'Generate color scheme from image' option which is available when applying new background themes. Updated for Patch V12-016 (21.42008).

BI Catalog Builder – R12

Updated Edit Data Source - Screen > Context Menu (Right-Click Menu) section as follows:

  • Update the subsection for Edit Business Area so that it includes business areas and folders.

  • Removed outdated note from Delete Data (Sources, Business Areas, Folders) subsection.

General update.
Updated Edit Data Source - Screen > Context Menu (Right-Click Menu) section to add a new subsection for Check Folder Usage (Folders). Updated for Patch V12-016 (22.57510).
Updated Edit Data Source - Screen > Context Menu (Right-Click Menu) > Create Calculated Field (Folders, Fields) section to indicate that when using the [Validate Calculation] button to validate the calculation syntax, a message will be issued to indicate whether the calculation is valid or invalid. Updated for Patch V12-016 (22.57511).
Updated Edit Data Source - Screen > Context Menu (Right-Click Menu) section to add a new subsection for Move (Folders), which is used to move a folder from one business area to another inside the same data source without affecting existing dashboards/queries. Updated for Patch V12-016 (22.57654).
Updated Edit Data Source - Screen > Editing Data Sources > Data Source Properties – Property Pane Section section to correct the description for the Disabled field to indicate that if set to "Yes", data source will not be available in the BI Dashboard Builder tool. General update.

BI Dashboard Builder – R12

 Updated Dashboard Runtime Controls > Edit, Show/Hide Properties, Refresh – Controls > Dashboard Settings section to provide details about the 'Always Show Visual Toolbar' checkbox. Updated for Patch V12-016 (21.42008).
Updated Visualizations section with a new subsection for Color Controls. Details were updated for visualizations that use these new color controls. Updated for Patch V12-016 (21.42008).
Updated Visualizations section to include Title Text Color and Background Color properties for each of the visualizations. Updated for Patch V12-016 (21.42008).
Updated Visualizations > Tables > Export Table to PDF section to clarify how the URL and image formats are used when defaulting a logo to appear in a PDF using the Dashboard Logo Image Path field on the Logo Path tab of the System Options screen. General update.
Updated Visualizations > Tables > Part 1: Plotting Fields section to add details to the description for the New Calculated Column field for the subtotal function. Updated for Patch V12-016 (21.42008).
Updated Visualizations > Text section to include details about the new Text Editor Mode property. Updated for Patch V12-016 (21.42008).

CMiC Field - R12

 Updated Using Logs > Notes, Attachments, and Documents > Attachments with a new section for Auto-Indexing using the [Show Mapping] button. General update.
Updated CMiC Field Security > Security By Feature > Punch Lists > Project Roles section to clarify how the View privilege works. General update.
Updated CMiC Field Security > Security By Feature > Issues > Project Roles section to clarify how the Send Partner Issue privilege works. General update.
Updated CMiC Field Security > Security Roles > Overview section to provide details about the Security Roles screen in log view. This includes details about the ALL role, Actions field, Assign field, and Internal field. General update.
Updated CMiC Field Security > Security Roles > Creating a Security Role section to provide details about the new Admin Req field and the 'Admin Req. to Assign' checkbox. Updated for Patch V12-016 (22.60650).
Updated Communication Management > RFIs section to include details about the new Change field. Updated for Patch V12-016 (22.56662).
Updated Communication Management > Issues section to include details about the new Change field. Updated for Patch V12-016 (22.56662).
Updated Document Management > Responsibility Log section to clarify why the Name (Responsibility Contact) field may appear as null in the log. General update.
Updated Document Management > Documents section to add a note to the description for the [Upload] button to indicate that users should avoid uploading documents with special characters in the file name, as this can trigger errors or unexpected results. General update.
Updated Document Management section with a new subsection for Drawings. Updated for Patch V12-016 (22.63804).
Updated Document Management > Request for Documents section to clarify that the screen is used to extract project documents as part of closeout procedures. General update.

Updated Document Management > Request for Documents section with details about Auto Cold Storage. Added descriptions for two new fields:

  • Auto Cold Store PM Objects - Checkbox

  • [Manage Cold Storage] - Button

 Updated for Patch V12-016 (20.32911).
Updated Document Management > Drawing Upload and Extraction Tool > Review Extraction Results with a note about the Discipline field's drop-down menu, with a reference to the Discipline Maintenance screen. Updated for Patch V12-016 (22.63325).
Updated Bid Management > Bid Item Entry & Import > Adding & Editing Bid Items section to clarify that if a bid item was bought through a subcontract, it is automatically flagged as 'Closed'. This does not apply to purchase orders. General update.

Updated Budget & Cost Management > Subcontracts > Subcontract Detail – Tab > Accounting – Section with descriptions for the following fields related to Down Payment and Amortization functionality:

  • Deposit Amount

  • Down Payment %

  • Deposit Amount Remaining

 General update.

Updated Budget & Cost Management > Request for Payment > RFP Detail - Tab > Schedule of Values - Section with descriptions for the following fields related to Down Payment and Amortization functionality:

  • Percent Complete

  • Amortization %

  • Amortization Amount

 General update.
Updated Budget & Cost Management section with a new subsection to provide a preview of the Contract Forecasting Kendo-based screen. General update.

Updated Site Management section to re-name "Project Checklists (Beta)" to "Project Checklists" and completed edits as the program transitions into production.

 Updated for Patch V12-015-2-HF-04 (22.60875).
Updated Site Management > Field Work Directives section to include details about the new Change field. Updated for Patch V12-016 (22.56662)
Updated Reports section with a new subsection for Submittal Reports. General update.
Updated File Maintenance > Local Tables section to rename "Checklist Maintenance (Beta)" to "Checklist Template Maintenance". Edits were completed as the program transitions into production. Updated for Patch V12-015-2-HF-04 (22.60875).
Updated File Maintenance > Local Tables > Reviewer Template Maintenance section to indicate that the Level field is now mandatory. Updated for Patch V12-016 (22.60980).
Updated File Maintenance > Local Tables section with a new subsection for Discipline Maintenance. Updated for Patch V12-016 (22.63325).
Updated File Maintenance > Local Tables > Trade Maintenance section to clarify that this screen is used for creating trade stamps at the company level. General update.
Updated File Maintenance > Local Tables section with a new subsection for Trade Maintenance (Project) to explain how trade stamps are created at the project level. General update.
Updated File Maintenance > Project System Options > General - Tab to add details about the 'Only Latest OCO can be Unposted' checkbox. Updated for Patch V12-016 (21.47722).
Updated File Maintenance > Project System Options > Contract Forecast - Tab to add more detail to the description for the 'Default Posting Date by Forecast Period' checkbox. General update (16.15822).
Updated File Maintenance > Menu Maintenance section with a note to indicate that having multiple copies of standard logs in the Treeview is not supported. General update.
Updated File Maintenance > Menu Maintenance section with a new subsection for Construct PM Menu Item URLs. Updated for Patch V12-016 (22.63804).
Updated File Maintenance > Project Maintenance > General - Tab section with an updated screenshot as it was incorrect. General update.
Added quick guide to explain How the Subcontract Validation and Settings Work in the Subcontract Management Module vs CMiC Field. General update.
Added quick guide for Down Payment and Amortization functionality. General update.
Added quick guide for Change Column in Logs. Updated for Patch V12-016 (22.56662).

Comdata Integration - R12

 Updated Prerequisites section to indicate that companies in Comdata need to be the same as CMiC and that clients should contact Comdata's onboarding team to verify their CMiC/Comdata data mapping before starting their implementation. General update.

Contract Forecast with PCI Projections - R12

 Updated Contract Forecasting with PCI Projections > Bill Codes (Detail) – Section with a new subsection titled Earned Value Forecasting Columns which includes details about the new earned value forecasting fields. Updated for Patch V12-016 (21.45921).
Updated Setup > CMiC Field > Project System Options to add more detail to the description for the 'Default Posting Date by Forecast Period' checkbox. Updated for Issue 16.15822.

Corpay Integration - R12

 Updated Setup > Set Up EFT File Format section to provide more specific details about the values that must be added in the EFT File Format screen. General update.

DocuSign Integration - R12

 Added new section for DocuSign Authentication Using OAuth2.0. General update.
Updated DocuSign Setup section to reflect the updated GUI and setup process. General update.
Updated CMiC Field Setup section with a new subsection for Setting Document Type for New Attachments. Updated for Issue 19.69999.

DBA Quick Guide -

Office365 IMAP Setup with Azure and Microsoft Graph

 Updated Procedure section to include an additional new step before Step 28. General update.

Enterprise Content Management - R12

 Updated CMiC ECM in MS Outlook > Plug-In Interface Features section with a new subsection for Show/Hide Functionality. General update.
Updated Auto Cold Storage (ACS) > Auto Cold Storage Setup > Commands to Manage Auto Cold Storage on Server section to clarify commands to control the running of auto cold storage on its server. General update.

Updated ECM Explorer > Settings - Pop-up Window > General - Tab > RTI Configuration section to remove the reference to the Specifications Extraction Quick Guide and to indicate that the Specification Extraction feature is no longer available in ECM Explorer.

 General update.
Removed Specifications Extraction – Quick Guide. General update.

Equipment Costing – R12

 Updated Enter New Equipment > Equipment - Section > Transaction Codes – Tab > Transaction Codes – Section to add a note to the 'Auto Charge Out' checkbox to indicate that the ability to select multiple transaction codes for the auto-charge process is controlled by the 'Allow Multiple Auto Charge Transaction Code' checkbox, located on the Control tab of the Equipment Costing Control File screen. Updated for Patch V12-016 (22.55140).
Updated Reports section with a new subsection which details the standard available reports available in this module. General update.
Updated Setup > Control File > Control – Tab section to detail the new 'Allow Multiple Auto Charge Transaction Codes' checkbox. Updated for Patch V12-016 (22.55140).
Updated Setup > Control File section to add a new subsection for the Automatic Auto Charge Out tab. Updated for Patch V12-016 (22.61362).
Added new section for quick guides. General update.

E-Time - R12

Re-organized the content in this guide to enhance readability and flow of information.

 General update.

Changed title of "E-Timesheet Entry" section to "E-Timesheet" and included the following subsections:

  • Personal Time

  • Crew & Mechanic Time

  • Setup

 General update.

Moved E-Time Access Codes to the E-Timesheet > Setupsection and updated as follows:

  • Updated Creating Access Codes section with a new subsection for Group and Personal Access Codes.

  • Updated Access Code Maintenance section to reflect updated fields on the screen.

 General update.

Added the following new sections to the Setup section for the checklist feature:

  • Checklist Templates

  • Crewtime Checklist Setup

 General update.

Changed title of "Expense Entry" section to "E-Expense" and added a new subsection for Expense Approval Groups.

 General update.
Created a new section for Security and added links to CMiC Field for User Maintenance, Role Maintenance, and User Access. General update.

Created a new section for the Timesheet/Crew Audit screen, which is used to see a detailed log of all changes made to submitted E-time and Crew Time timesheets. This subsection is located under the E-Timesheet > Personal Time section, and a cross-reference to this section has been added under the E-Timesheet > Crew & Mechanic Time section.

General update.

Updated E-Timesheet > Setup > Checklist Templates section to provide details about the Comments field.

 Updated for Patch V12-016 (22.63284).

Fixed Assets - R12

 Updated Monthly Processing > Edit Monthly Expenses section to include details about the import functionality. Updated for Patch V12-016 (22.64740).

GC Monitor - R12

 Updated GC Monitor - Screen > Labour - Tab section to document the 'Hired' checkbox. Updated for Patch V12-016 (22.60037).

General Ledger - R12

Updated Setup > Maintain Companies > General Information – Tab > [Company Detail] – Button to indicate that when a logo is uploaded in the Company Logo field, that the logo will be displayed at the top of the screen.

Updated for Patch V12-016 (22.58649).
Updated Financial Document Formatter 2.0 > Print Documents > Documents – Section to include a note in the [View] button to indicate that upon clicking the [View] button of any document, the data is stored in the GL_BI_DOC_PRINT_TN BI table. Updated for Patch V12-016 (21.61231).

Updated Reports section as follows:

  • Added a new subsection which details the standard available reports available in this module.

  • Added Detail Transaction With Account Summary Report

  • Removed "(F)" from WIP Report title.

 General update.
Updated Reports section with a new report for Trial Balance by Account Report in Excel (GL2000_EXCEL). Updated for Patch V12-016 (22.58649).

Getting Started - R12

 Updated ADF Screens > Toolbars & Blocks > Block Toolbar Options > Attachments and Notes section to include a note which clarifies that additional document type privileges must be assigned to a user's PM role in CMiC Field for users to add attachments. General update.
Added a new section for CMiC Glossary. General update.

Human Resources - R12

Updated Personnel section with a new subsection for Change Managers of Employees (HR).

 Updated for Issues 16.22455 and 21.38629.

Updated Utility Functions section with a new subsection for Change Managers of Employees (HR).

 Updated for Issues 16.22455 and 21.38629.
Updated Safety > Entering Incidents > Liability Info, Liability Reserves, WC Reserves – Tabs (Incident Claim Reserves) section to update the cross-reference for the setup required to track the individual cost components of an incident. The cross-reference has been updated to "Incident Claim Reserves Setup". General update.

Imaging – R12

Updated Imaging Setup > Imaging Control > Imaging Controls - Tab > Image Manager Display Options - Section to remove the reference to Internet Explorer in the field description for Maximum Images For Forms Search.

 General update.
Updated Imaging Setup > Imaging Control > Imaging Controls - Tab > Invoice Validation – Section to provide a description for the new 'Launch Old Image Manager from Workflow Notifications' checkbox. Updated for Patch V12-016 (22.62535).

Updated Imaging Setup > Imaging Control > Import Invoices - Tab with two new checkboxes related to importing Comdata Imaging invoices:

  • Populate Original Amount

  • Populate Routing Job Department

 Updated for Patch V12-015-2-HF-04 (22.58858).

Updated Importing Comdata/Concur Invoice Data into Imaging quick guide. Added more detail under the Processsection to clarify how the 'Parse' checkbox is used in conjunction with the Imaging Source field.

Also completed additional updates to replace the example text file screenshot and to update the descriptions for the following Field Mapping columns: 5, 15, and 17. 

 General update.

International Payroll - R12

 Updated Calculations for the Dubai Region > Pro-rate Loans and Advances section according to the new condition which was added to include the loan start date at the time of calculating the total number of days in loan procedure for Dubai region. Updated for Patch V12-016 (21.50025).
Updated Calculations for the Dubai Region section with a new subsection for Leave Pay Percent for the Dubai Region. Updated for Patch V12-016 (22.54722).
Updated Calculations for the Dubai Region section with a new subsection for Employee Nationality, Employee Religion, and Airport Destination. Updated for Patch V12-016 (22.57530).
Updated Calculations for the Dubai Region section with a new subsection for Pay Stub PYSTB11C for the Dubai Region. Updated for Patch V12-016 (21.48007).
Added a new section titled Process Benefits Based on Camp Information in the Employee Profile. Updated for Patch V12-016 (22.61481).
Inventory - R12

Updated Issuing Stock From Inventory section to provide details about the [Delivery Information] button in the following subsections:

  • Issuing Against a Requisition

  • Issuing Without a Requisition

 Updated for Patch V12-016 (22.54626).
Updated Setup > Inventory Locations section to provide details about the 'Expense Inventory Receipt' checkbox. Updated for Patch V12-016 (22.56405).
Updated Utilities section with a new subsection for Inventory Import. Updated for Patch V12-016 (22.56405).

I/O - R12

 Updated Sending CMiC I/O Email from within Collaboration section to provide more details about the 'Share via Download Link’ checkbox and how the file path for the download link is generated. General update.

Job Billing – R12

 Updated Creating a Billing Contract > Contract Entry > Billing Codes – Tab (Creating Billing Items) section to add a description for the 'Lst Rel %' checkbox. General update.
Updated Creating a Billing Contract > Contract Entry > Defaults – Tab section to include a cross-reference to the description for the 'Detail PCI Billing' checkbox to more information about using this functionality with and without WBS. General update.

Updated Creating a Billing Contract > Contract Entry > Defaults – Tab section to provide a description for the new ‘Allow Multiple SC RFP Creation Against Bill Code’ checkbox.

 Updated for Patch V12-016 (21.42765).
Updated Creating a Billing Contract > Contract Entry > Separate Billing Information - Tab section to clarify how the Billing Reference field is used. Also provided details on restrictions on revision draws when using billing references. General update.
Updated Setup > JB Control File > Invoice - Tab section to include details about the new Auto-Generated SC RFP Invoice Amount field. Updated for Patch V12-016 (21.42765).
Updated Setup > Defining Invoice Formats > Invoice Options - Tab section with details about the 'Print Verbiage (This is Intended as a Proper Invoice)' checkbox, used for the JBPB_C10 report. Updated for Patch V12-015-2-HF-04 (22.60211).
Created Reports section and included list of standard available reports. General update.
Updated Create Separate Invoices for Each Customer on Single JB Contract – Quick Guide to clarify how this functionality is used and created a new separate quick guide for the Allow SC Request For Payment Creation From Billing Invoice functionality. General update.
Created a separate quick guide titled Allow SC Request For Payment Creation From Billing Invoice - Quick Guide and moved relevant details from guide into this new section. Updated existing details to clearly reflect how this feature is used. General update.

Job Costing - R12

 Updated Creating a Job > Enter Job - Screen > Payroll – Tab to include a description for the Union Location field. Updated for Issues 16.22455 and 21.38629.
Updated Creating a Job > Enter Job - Screen > Payroll – Tab to include a description for the Payroll Rate Policy field. General update.
Updated Creating a Job > Enter Job - Screen > Cost Status Query Mapping – Tab > Job Detail > Categories – Section to indicate that the 'Exclude Billing Flag' checkbox has no impact to the Cost Status Query and that this checkbox is currently under development. General update.
Updated Creating a Job > Enter Job - Screen > WBS – Tab > Free Form Entry on WBS Code with JCWBSV to indicate that WBS values can be imported to jobs using the [Import] button in the WBS Values pop-up window. Updated for Patch V12-016 (22.60128).
Updated Creating a Job > Enter Budget - Screen to indicate that while the job is still pending, budgeted amounts displayed in this screen are a combination of originally entered budget amounts and any posted change order amounts (EXT/INT/TRN) written against the job/cost code/category. General update.
Updated Using WBS Capabilities > WBS Values – Screen section to indicate that users can import values using the [Import] button, eliminating the need to enter each record manually. Updated for Patch V12-016 (22.60128).
Updated Overhead > Control File Setup for Overheads section to indicate under the description for the 'Use Multiple Overhead % Disbursements' checkbox that the setting of this checkbox is defaulted into the Job Setup screen where it can be changed on a job by job basis. Updated for Issue 22.65309.
Updated Processing - Job Costs > Enter Cost Transaction > Detail – Section to add a note to indicate that Company column uses company code validation instead of LOV validation so that the Company LOV does not appear if an exact match is entered. Updated for Patch V12-016 (22.57689).
Updated Logs > Transaction Detail – Screen section with details about the additional columns added to the log for Payroll data. Updated for Patch V12-016 (22.58416).

Updated Reports section with a new subsection for Available Reports for Job Costing. Under the Cost Projection Report (JC2300), indicated that job snapshots are created in the Create Snapshot screen.

 General update.
Updated Utilities section with a new subsection for Copy Overhead Rates. General update.
Updated Utilities > Snapshot section to indicate that job snapshots can be viewed in the Cost Projection Report (JC2300). General update.

Updated Setup > Control File – Screen > Job Setup – Tab section to clarify the description for the ‘Mandatory Workers Comp For Job Cost Codes’ checkbox.

 General update.
Updated Setup > Control File – Screen > Additional Charges – Tab section to clarify the description for the 'Use Multiple Overhead % Disbursements' checkbox to indicate that the setting of this checkbox defaults into the Job Setup screen, where it can be changed on a job-by-job basis. Updated for Issue 22.65309.
Updated Setup > Cost Code Template – Screen > Cost Code Detail – Section section with details about the [Alternate Codes] button. Updated for Patch V12-016 (22.53360).
Updated Setup > Contract Forecasting > Escalators Maintenance – Screen section with a new screenshot indicate that the [Import] button is now available on the Block toolbar. Updated for Patch V12-016 (22.55638).
Updated Quick Guides section with a new quick guide for PCI Detail Billing Functionality With and Without WBS. General update.

Kofax Integration - R12

 Updated XML Interface section with an item 3 for Kofax Lookups and Functions. General update.

Material Sales - R12

 Updated Producing Tickets section with a new subsection for Ticket Entry Short, which is a short form version of the Ticket Entry screen. Updated for Patch V12-016 (22.55356).
Updated Producing Tickets > Ticket Entry Short to include details about the [Standby] button and the [Bridge Toll] button. Updated for Issue 15.04776.
Updated Material Invoice > Receipt Entry section to include details in the Price field about the new system privilege 'MSMRUPDPRC – MS: Allow override of Price on MS Material Receipt'. With this privilege enabled, a different price can be entered and negative quantities are allowed. Updated for Patch V12-016 (22.64702).
Updated Setup > Control File > Tickets – Tab section to detail the new Fuel Escalation Mask field. Updated for Patch V12-016 (22.55356).
Updated Setup > Control File > Tickets - Tab section to detail the Bridge Toll Mask field and the Standby Mask field. Updated for Issue 15.04776.
Updated Setup > AR Non-Stock Items section to detail the new 'Fuel Escalation' checkbox. Updated for Patch V12-016 (22.55356).
Updated Setup > AR Non-Stock Items section to detail the 'Bridge Toll' checkbox and the 'Standby' checkbox. Updated for Issue 15.04776).

Navisworks Integration - R12

 Replaced references of "Navisworks Manage 2019" to "Navisworks Manage" with a link to the latest download URL: http://navisworks.cmicglobal.com/. General update.
Updated Using the Navisworks Plug-In > [View] – Button section to remove the reference to Internet Explorer in the note discussing default browsers. General update.
Opportunity Management - R12

Updated My Action Items section with a new subsection for Action Item Alerts and Notifications.

 Updated for Issue 22.65166.

Updated Reports section as follows:

  • Added a new subsection for Available Reports.

  • Removed Report's Common Output Parameters section as this content is available in Getting Started.

  • Updated Quarterly WIP Projections with additional details about the requirements for a job to be displayed in the report.

General update.

Updated Setup > Company Control > [System Options] – Button section to clarify the note under the description for the 'Enable De-duplication Searching Function' checkbox to indicate that organization, opportunity, and contact records can only be updated when the screens are open in form mode. If these records are open in log mode, the [Save] button will not be displayed to prevent fields from being updated.

General update.

PlanGrid Integration - R12

 Added new section for Advanced RFIs.

General update.

PM Exchange - R12

Updated Procore Integration section to indicate that there are multiple integrations with Procore depending on your implementation needs. Divided content into two main sections:

  • CMiC Communications and Documents Sync: This section contains all of the existing content. Revisions were made throughout this content to reflect any updated procedures.

  • CMiC Financials for Procore: This section provides link to Procore App Marketplace for integration details. It also contains details for pre-requisites and first-time setup, as well as configuring a new project.

 General update.

Purchase Order - R12

 Updated PO Receipts > Enter Cost Receipt > General – Tab section to clarify how the Vendor field has been modified to enable selection of a purchase order number without a vendor being selected. Updated for Patch V12-016 (22.63678).
Updated Reports section with a new subsection which details the standard available reports available in this module. General update.

Real-Time Integration - R12

 Updated CMiC RTI & Textura > Setting Up TexturaLink Service Account > Overview section to clarify that the R12 Textura integration uses TexturaLink with CMiC web services for Subcontracts with Schedule Level Retainage Release. General update.

Requisitions - R12

 Updated Processing Requisitions > Create Purchase Order From Requisition > Requisition – Section to provide details regarding the Buyer ID field. Updated for Patch V12-016 (22.63937).

Subcontract Management - R12

 Updated Contracts > Enter Subcontract/Change Order > [Compliance] – Button section to update the screenshot to better reflect the size of the fields on the Compliance Status screen. Updated for Patch V12-016 (22.55917).
Updated Setup > Local Tables > Control (SC Control File) > Contract Defaults – Tab section to update the description for the 'Do Not Allow Posting If Contract Exceeds Budget' checkbox to clarify how this option is used with respect to posted/unposted subcontracts and subcontract change orders. General update.
Added new quick guide for How the Subcontract Validation and Settings Work in the Subcontract Management Module vs CMiC Field. General update.

Subcontractor Prequalification - R12

 Updated Self Service > Subcontractor Prequalification Questionnaire > Financial Contacts, Litigation Information and References section to provide details about the Project History section. Updated for Patch V12-016 (21.38593).
Updated Prequalification Setup > Prequalification Control > Approval Status Setup section to indicate that field security now exists on the Approval Status Description field so if set to "Unrestricted", the Description field can be edited. Updated for Patch V12-016 (22.57378).

Updated Prequalification Setup > Prequalification Control with new subsections to describe the [Checklist Maintenance] button and the [Assign Classifiers] button.

 Updated for Patch V12-016 (21.38593)

Added two new quick guides:

  • Manually Launch Workflow to Ask For Approvals

  • Automatic Workflow to Send Prequalification Notices

 General update.

System Administration Guide – R12

 Updated with new quick guide for CMiC Connect Speed Test. General update.

System Data - R12

 Updated Setup > System Options > Human Resources – Tab section to provide details about the [Synchronize All] button. Updated for Patch V12-016 (22.55233).
Updated Setup > System Options > E-Timesheet – Tab section to provide details about the new option "Regular Timesheet - Open Period" located under the drop-down menu of the "Oracle Import Timesheet Utility (Multi User) for" field. Updated for Patch V12-016 (22.59761).
Updated Setup > System Options > Logo Path – Tab section to clarify how the URL and image formats are used when defaulting a logo to appear in a PDF using the Dashboard Logo Image Path field on the Logo Path tab. General update.
Updated Security > Roles > Define Roles section to update the system privileges table with a new entry for the APUPDEFCHQ security privilege for Accounts Payable. Updated for Patch V12-015-2-HF-04 (21.47899)
Updated Security > Roles > Define Roles section to update the system privileges table with a new entry for the PYIMPTSRT security privilege for Payroll. Updated for Patch V12-016 (22.59761 and 22.60407).
Updated Global Functions > Alerts section to clarify that OM Action Items have two types of notices: one for alerts enabled in the SD module and one for notifications, which are enabled in CMiC Field. General update.
Updated Global Tables > Tax Codes > Tax Setup – Section to update the cross-reference under the checkboxes related to the VAT payment calculation to refer the reader to the Accounts Payable reference guide for more information on Calculating VAT Payments.

General update.
Updated Global Tables > Bank Accounts section to include a description of the File Sequence field. Updated for Patch V12-016 (22.58275)

Translation Manager - R12

 Updated Translation Manager - Screen section to add a new subsection for Translation of Custom and Customized Objects. Updated for Patch V12-016 (21.37298).

US Payroll - R12

 Updated Local Tables > Trade Codes section with a description for the Trade Class field. Updated for Issue 18.57489.
Updated Local Tables section with new subsection for Trade Class. Updated for Issue 18.57489.
Updated Local Tables section with new subsection for Union Locations Maintenance. Updated for Issue 18.57489.
Updated Local Tables section with a new subsection for PY Email Template. Updated for Patch V12-016 (22.54581).
Updated Company Setup > Company Maintenance Setup > Payroll Control File Configuration > Payroll Control – General Tab section to include details about the 'Posted Based on Daily Timesheet' checkbox. Updated for Patch V12-016 (21.49171).
Updated Company Setup > Company Maintenance Setup > Payroll Control File Configuration > Payroll Control – Reports Tab section to provide details about the Paystub Sender Email Template field.

Updated for Patch V12-016 (22.54581).
Updated Employees section with new subsection for Change Managers of Employees (PY). Updated for Issues 16.22455 and 21.38629.
Updated Employees > Employee Profile > Company – Tab section to clarify how the 'Include Into Certified Payroll Report' checkbox is used. Updated for Patch V12-016 (22.57983).
Updated Employees > Employee History Maintenance section to indicate that if a date entered in the Effective Date field for the change being made is more than 90 days in the future, an Alert message will be issued. Updated for Patch V12-016 (22.59661).
Updated Jobs > Job Premium Rate Setup section with details about the [Copy Rate] button. General update.
Updated Administration > Leave Administration section to provide details about the Validate Eligible Hours Taken Based On field. Updated for Patch V12-016 (21.51601).
Updated Timesheets >Timesheet Entry > Timesheet Details – Tab section to include a description for the 'Include in Certified Report' checkbox, which is a custom alternate field. Updated for Patch V12-016 (22.57983).
Updated Processing > Pay Stub Printing > Pay Stub Printing Screen section to add a new subsection for Email Templates. Updated for Patch V12-016 (22.54581).
Updated Imports > Importing Timesheets From Oracle > ASCII File Layout – Import Timesheet from Oracle section to include details about the new rate fields. Updated for Patch V12-016 (22.60407).
Updated Imports > Importing Timesheet From Oracle (Multi User) section to include details about the new system privilege PYIMPTSRT, the new "Regular Timesheet - Open Period" system option, and the new feature which shows the user ID of the individual importing the timesheet. Updated for Patch V12-016 (22.60407).
Updated Reports and Queries > Federal Certified Payroll Report section to explain how timesheet records can be flagged to be included in this report. Updated for Patch V12-016 (22.57983).
Updated Utilities section with a new subsection for Update Certified Rep Flag. Updated for Patch V12-016 (22.57983).

Added quick guide for Set Up Mapping for Union by Job Location.

 Updated for Issue 18.57489.

Workflow - R12

 Updated Setup  section with a new subsection for Purchase Order Receipt Alert Workflow. General update.

Updated Appendix B - Compliance Workflow as follows:

  • Added a note to the Setup section after listing the Workflow lookup rules to indicate that if the lookups do not yet exist in the environment, the input and output types used to create them are “None” and “User Defined Text”, respectively.

  • Also added a Step 3 to provide details about the Workflow Monitor and getting the workflow started.

General update.

View our Past Reference Guide Reports or return to Resources.