Updated Reference Guides

July 2023

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

File Name Update Details Comments
Accounts Payable - R12 Updated Maintain Vendors – Screen > Accounting – Tab section with a description for the EFT Payment Type field. Updated for Patch V12-017 (21.42008).
Updated Processing Invoices > Enter Vouchers – Screen > Voucher Detail – Tab section with a description for the EFT Payment Type field. Updated for Patch V12-017 (21.42008).
Updated Using Invoice Registration > Register Invoices – Screen > Details – Tab section with a description for the EFT Payment Type field. Updated for Patch V12-017 (21.42008).
Updated Payment Processing > Adjust Voucher Status – Screen > Normal Vouchers – Tab > Table’s Fields section with a description for the EFT Payment Type field. Updated for Patch V12-017 (21.42008).
Updated Payment Processing > Select Payments – Screen > Payment - Section with a description for the EFT Payment Type field. Updated for Patch V12-017 (21.42008).
Updated Setup > AP Control File > Voucher – Tab section to provide details for the 'Restrict Valid Records on Invoice Approval Screen' checkbox. General update (22.60198).
Updated Setup > AP Control File > Check – Tab section to clarify the description for "Default ACH Email, Send a Copy of EFT to E-Mail Address Below – CheckboxDefault ACH Email, Send a Copy of EFT to E-Mail Address Below – Checkbox" to indicate that this process is for Enterprise clients only. General update.
Updated Setup > AP Control File > Accounting – Tab section with a description for the Advance Payment field. Updated for Patch V12-017 (20.34826).
Updated Setup section with a new subsection for AP Payment Types. Updated for Patch V12-017 (21.42008).
Updated Setup > System Data - Module section to reflect the latest screenshots and location of fields in the software. General update.

Accounts Receivable - R12

 Updated Setup > AR Control File section with a new subsection for the E-Invoice - Tab. Updated for Patch V12-017 (22.63452).

BI Analytics - R12

 Added a new section for CMiC Analytics - Default BI Reports. General update.

BI Catalog Builder – R12

 Updated Overview section with additional details about other BI tools. General update.
Updated CMiC Default Data Source – Predefined Data Source section with more details about the CMiC Default Data Source. Also added a new subsection titled "Business Areas and Folders" which contains additional details about default data sources for business areas and their folders. General update.
Updated Edit Data Source – Screen > Context Menu (Right-Click Menu) > Copy > Data Source Copying section to update the options available in the Copy Data Source pop-up window. Updated for Patch V12-017 (21.42008).
Updated Edit Data Source – Screen > Editing Folders section to add a new subsection for User-Defined Folders. Updated for Patch V12-017 (22.59247, 22.63581).
Updated Edit Data Source – Screen > Navigation Panel (Edit Data Sources) with updated screenshots to reflect the new functionality in the software. Updated for Patch V12-017 (23.66907, 22.66056).

Updated Edit Data Source – Screen > Search, Sort and Filter Tree Nodes section provide details about the latest search enhancements.

Updated for Patch V12-017 (23.66907).
Updated Edit Data Source – Screen > Search, Sort and Filter Tree Nodes > Filter section to add details about the [Disable Role Security] button. Updated for Patch V12-017 (22.66056).
Updated Setup > System Privileges section to add the following system privilege: BIUDFOLDER - CMIC BI: Allows the user to create User-Defined Folders. Updated for Patch V12-017 (22.59247).
Created a quick guide for Creating BI-Friendly User-Defined Views From User Extension Tables. Updated for Patch V12-017 (22.59247, 22.63581).

BI Dashboard Builder – R12

 Updated Getting Started - Creating Dashboards > Step 2: Create New Dashboard section to indicate that duplicate query/dashboard names are permitted if they are in different data sources. Updated for Patch V12-017 (21.42008).
Updated Getting Started - Creating Dashboards > Step 3: Add a Visualization section to indicate that the max number of visualizations that can be added in BI Dashboard has been increased from 20 to 30. General update.
Updated Dashboard Runtime Controls > Edit, Show/Hide Properties, Refresh – Controls section to re-organize the content to match the order of the toolbar options. Also added Autoload Data control option. Updated for Patch V12-017 (21.42008).
Updated Dashboard Runtime Controls > Edit, Show/Hide Properties, Refresh – Controls > Dashboard Settings section to document the Visualization Alignment field. Updated for Patch V12-017 (21.42008).
Updated Dashboard Runtime Controls > Edit, Show/Hide Properties, Refresh – Controls > Dashboard Settings section to document the 'Mobile Friendly' checkbox. Updated for Patch V12-017 (21.42008).
Updated Dashboard Runtime Controls > Edit, Show/Hide Properties, Refresh – Controls > Dashboard Settings section to document the 'Searcheable in Builders Only' option. Updated for Patch V12-017 (21.42008).
Updated Dashboard Builder - Screen > File - Menu > Import section with details about the new options available when importing a file which allow users to import dashboards to difference data sources and to replace an existing dashboard. Updated for Patch V12-017 (21.42008).
Updated Dashboard Builder - Screen > File - Menu > About section to provide details about the updated About pop-up window, which now contains dashboard metadata (e.g,. last modified by, last modified date, etc.) Updated for Patch V12-017 (21.42008).
Updated Dashboard Builder - Screen > File - Menu > Delete section to provide details about the updated pop-up message that appears when the dashboard being deleted is referenced by another dashboard via drillthrough(s). Updated for Patch V12-017 (21.42008).
Updated Dashboard Builder - Screen > Dashboard - Menu > Insert Substitution Variable section to update $ to # for all substitution variables. Also updated Visualizations section, including subsections for Drillthrough and Tables to reflect this change. General update.
Updated Dashboard Builder - Screen > Dashboard - Menu section with a new subsection for the Performance Analysis menu option. Updated for Patch V12-017 (21.42008).
Updated Dashboard Builder - Screen > Dashboard - Menu > Get Link section to provide details about the 'Include Filters' checkbox. Updated for Patch V12-017 (21.42008).
Updated Dashboard Builder - Screen > Dashboard - Menu > Delete section to provide details about the updated pop-up message that appears when the dashboard being deleted is referenced by another dashboard via drillthrough(s). Updated for Patch V12-017 (21.42008).
Updated Visualizations > Interact with Visualizations > Mouseovers section to replace the screenshot to reflect how chart tooltips now display plotting field names, rather than group, series, and value. Updated for Patch V12-017 (21.42008).
Updated Visualizations > Visualization Menu section to include a subsection for Create User-Defined Folder. Updated for Patch V12-017 (22.59247).
Updated Visualizations > Tables section to include a subsection for Create User-Defined Folder Based on Table. Updated for Patch V12-017 (22.59247).
Updated Visualizations > Tables section to include a subsection for Applying Date Functions. Updated for Patch V12-017 (21.42008).
Updated Visualizations > Tables > Part 1: Plotting Fields > Column Label, Group Sort, Column Aggregation section to include details about the 'Copy to All Columns' checkbox located under Conditional Formatting. Updated for Patch V12-017 (21.42008).
Added a new quick guide for Designing Fast BI Reports. General update.

Change Management - R12

 Updated Change Orders > Enter PCI section to include a note to indicate that when a job does not allow transactions, PCIs can still be entered to adjust budgets, when the ‘Allow PCI Entry’ checkbox is checked at the job level in Job Costing. Updated for Patch V12-017 (21.51716).
Updated Change Orders > Enter PCI > General - Tab section to provide details for the Scope of Work Detail field. Updated for Patch V12-017 (21.51716).

CMiC Field - R12

Updated Using Logs > Reviewer Section to add a note to indicate that the 'Required' checkbox is only available in RFIs.

 General update.
Updated CMiC Field Security > Security By Feature section to update and clarify the individual subsections. General update.
Updated CMiC Field Security > Security Roles > Creating a Security Role section to update the description for the 'Internal' checkbox to indicate that when this box is checked, the role can only be assigned to internal users (i.e., C-type) in the Security Role field of the Gateway tab on the Project Maintenance screen. General update.
Updated CMiC Field Security > Project Roles > Creating a Project Role > Role Privileges – Section section to provide details about the 'View All Records Associated with Business Partner' checkbox. Updated for Patch V12-017 (22.52799).
Updated CMiC Field Security > Project Roles section to provide a description for the 'Internal Only' checkbox and to indicate that if a project role has this box checked, the role can only be assigned to internal users (i.e., C-type). General update.
Updated CMiC Field Security > Contacts > System Contact Info – Tab section to include a description for the 'Primary Contact' checkbox. General update.
Updated Communication Management > Project Contact Directory > Project Contact Detail – Tab section to include a description for the 'Primary Contact' checkbox. General update.
Updated Communication Management > Issues > Related Objects – Tab section to indicate that if the issue is linked to a drawing set’s annotation(s), the Store Drawing Sheet link will be displayed. General update.
Updated Communication Management > RFIs > Related Objects – Tab section to indicate that if the RFI is linked to a drawing set’s annotation(s), the Store Drawing Sheet link will be displayed. General update.
Updated Document Management > Submittals section to include description of the Days Out field, which is available in log view. General update.
Updated Document Management > Submittals > Schedule - Section section to document the Variance field. Also updated Timelines and Schedules subsection to provide details about the Actual & Projected Schedule row. Updated for Patch V12-017 (22.65530).
Updated Document Management > Procurement Log section to remove the description for the Days Out field. This description is being moved to Submittals. Added some screenshots and indicated that the [Add Submittal] button is available on this screen to create a new submittal with the 'Procurement Item' box checked. General update.
Updated Document Management > Documents section to add a note to indicate that when a document is initially uploaded (e.g. attachment, photo, drawing, etc.), a “New” label is placed on the record’s thumbnail to indicate that the item was recently added. This label is removed after 24 hours, or 1 day (based on date). General update.
Updated Document Management > Drawings section with a new subsection titled Batch Edit Drawings. General update.
Updated Document Management > Drawings > Drawing Viewer > Annotation Icons section to provide details about the Drawing Measurements tool. General update.
Updated Document Management > Drawing and Specs Upload and Extraction Tool > Security Setup section to clarify that specifications will only be available if all of the flags for the "Specification Management" document type are checked under the user's project role. General update.
Updated Document Management > Drawing and Specs Upload and Extraction Tool > Upload PDF Drawing or Specification Set section to clarify that the upload size limit for the server is 500 MB. General update.
Updated Document Management > Drawing and Specs Upload and Extraction Tool > Review Extraction Results section to indicate that the PDF Type column will be displayed for drawings to indicate if the PDF sheet is "Vector" (i.e., PDF sheet is a Vector file) or "Image" (i.e., PDF sheet is a rasterized image). Updated for Patch V12-017 (23.69000).
Updated Document Management > Drawing and Specs Upload and Extraction Tool > Review Extraction Results > Specification Extraction section to update the screenshot to reflect the prompt changes in the Verify Your Extracted Data screen. Updated for Patch V12-017 (22.63986).
Updated Document Management > Drawing and Specs Upload and Extraction Tool > Recommended Setup For Drawing Logs section to update description for new Document ID Mask details. Also completed other general edits, which included providing updated screenshots to accurately reflect the software. General update.
Updated Document Management > Request for Documents > Creating a New RFD section to clarify that users must click the [Create New Request] button, as opposed to [Save]. General update.

Updated Document Management > Request for Documents > Scheduling a Pending RFD > RFD with ACS Pending Status section with details about the Scheduler icon. Also provided details about the Job Details icon.

 Updated for Patch V12-016 (20.32911).
Updated Budget & Cost Management > Subcontracts > Subcontract Detail – Tab > Subcontract ID – Section to document the 'SDI' checkbox. Updated for Patch V12-017 (20.18275).
Updated Budget & Cost Management > Subcontracts > Subcontract Detail – Tab > Accounting – Section to document the Days of Month, Days Length, and 'Pay Request' checkbox fields and to indicate that they are related to the CMiC Collaborate Pay Request program. General update.

Updated Budget & Cost Management > Subcontracts > Other Buttons > [Compliance] - Button section to detail how the 'Update Voucher' checkbox works.

 General update.
Updated Budget & Cost Management > Subcontracts > Other Buttons > [Compliance] - Button section to document the Certificate Number field. Updated for Patch V12-017 (22.62022).
Updated Budget & Cost Management > Subcontract Schedule of Values > Entering a New SOV for Subcontracts section to indicate that the Expense Code field is hidden by default and field security can be used to make the field visible and editable. Updated for Patch V12-017 (22.52799).
Updated Budget & Cost Management > Potential Change Items > PCI Detail – Tab > PCI Code – Section to indicate that the 'Proceed' and 'Forecast' boxes are in read-only mode by default. Updated for Patch V12-017 (22.64451).
Updated Budget & Cost Management > Potential Change Items > PCI Detail – Tab > PCI Details – Section to include details about the [Select Budget Lines] button. Updated for Patch V12-017 (22.64387).
Updated Budget & Cost Management > Potential Change Items > PCI Detail - Tab to create a new subsection for Create Cost Codes/Categories On-the-Fly. Updated for Patch V12-017 (22.61012).
Updated Budget & Cost Management > Request for Payment > RFP Detail - Tab > RFP Detail - Section to provide details regarding the 'Advance Payment' checkbox. Updated for Patch V12-017 (20.34826).
Updated Budget & Cost Management > Request for Payment section with a new subsection for Viewing an RFP Originally Entered in Imaging. General update.
Updated Site Management > Daily Journal section with a new subsection for Printing a Daily Journal. General update.
Updated Reports > Emailing Reports > Spam Filter Settings section to update the IP address to 103.47.205.238 and to add a cross-reference to the Improving Email Success Rate section in the System Administration guide. General update.

Updated File Maintenance > Local Tables section to add a new subsection for Reviewer Status Maintenance.

General update.
Updated File Maintenance > Local Tables > Checklist Template Maintenance > Setup section to include a note under "Assign the Checklist Admin and Project Checklist Admin Privileges" that Field level security also exists on the Role Maintenance screen, if required. Updated for Patch V12-017 (23.66938).
Updated File Maintenance > Local Tables > Checklist Template Maintenance > Security Settings section to add a new subsection for Template Locking. Included details in Setup section to indicate the Checklist Admin privilege controls the template locking at the system level and project level. Updated for Patch V12-017 (22.64346).
Updated File Maintenance > Local Tables > Checklist Template Maintenance section to add a new subsection for Linking to Parent Template. Included details in Setup section to indicate the Checklist Admin privilege controls the 'Link to Parent Template' checkbox at the project level. Updated for Patch V12-017 (22.65039).
Updated File Maintenance > Local Tables > Location Code Maintenance section to provide details regarding the [Generate QR] button. General update.
Reviewed File Maintenance > Project System Options> General - Tab section to ensure options available on the tabs are all up to date. General update.
Updated File Maintenance > Project System Options> General - Tab section to provide details about the 'Show Company Code in Front of the Project Code' checkbox. Updated for Patch V12-017 (22.63802).
Updated File Maintenance > Project System Options > General - Tab section with a description for the 'Auto Check Pay Request Checkbox on New Subcontract Screen - Checkbox. Updated for Patch V12-017 (22.64967).
In the File Maintenance > Project System Options > General - Tab section, deleted the ‘Use Dates Required by Schedule and Current Progress for Submittals’ checkbox as it has no current function in R12. In addition, the Submittals section was also revised to delete the Alternate Options for Submittal Schedule subsection, which no longer serves a purpose. As Submittal functionality has evolved, this information is no longer relevant. General update.

Updated File Maintenance > Project Maintenance > General - Tab > Collaboration section with details for the following fields:

  • Start Page URL

  • Project Photo URL

  • Lien Waiver Text

 General update.
Updated File Maintenance > Contract Type Maintenance section to document the SDI column. Updated for Patch V12-017 (20.18275).
Removed Mobile Drawing Management - Setup section as it is no longer relevant. General update.
Added a new quick guide for Using Drawing Measurements. General update.
Added a new quick guide for Storing a Drawing Sheet. General update.

Comdata Integration - R12

Updated Comdata Scheduler Log section to reorganize data to reflect updates on screen, as well as to re-organize information so that system administration information is included in a section titled "Comdata Scheduler Maintenance".

Clarified CMiC Comdata Scheduler Frequency Settings and added a new subsection for Setup and Troubleshooting.

General update.
Updated Comdata Scheduler Log section to document updates to the screen, including the new Job Detail tab.

General update (22.63915).

Construct PM - App

 Updated Construct PM - Security > Drawings > Project Roles to detail the 'Administrate Detail/Elevation Hyperlinks' privilege. General Update (Build 1.0.30)
Updated Construct PM - Drawings with new feature for creating hyperlinks on drawing sheets. General Update (Build 1.0.30)
Updated Construct PM - Punch Lists with new feature for using QR codes linked to location codes. General Update (Build 1.0.30)

Contract Forecast with PCI Projections - R12

 Updated Contract Forecasting with PCI Projections > Bill Codes (Detail) – Section to clarify the description for the Projected Cost Forecast field. General update.
Updated Contract Forecasting with PCI Projections > Revenue Forecast Amount Calculation for Various Billing Types section to update the table to add a new row for PC type which indicates that Projected Bill Budget Amount will be the Revenue Forecast Amount. General update.
Updated Contract Forecasting with PCI Projections > Color Highlights section clarify the hover text "The override from the previous stored forecast has been cleared" with a note to indicate that after changes have been made to the spent/committed amounts, the system will clear the overrides if the forecast is refreshed within the same period. General update.
Updated Billing Rate Table & Forecasting section to include details about defining exceptions. General update.

Corpay Integration - R12

 Updated the Setup > Set Up EFT File Format > File Definitionsection to provide the correct URLs for the following fields: Connection URL, Service URL1, and Service URL2. Also updated Client ID field to "Enter the Client ID provided by Corpay." General update.

DocuSign Integration - R12

 Re-named "DocuSign OAuth2.0 Setup Guide" to "DocuSign OAuth2.0 Setup Guide for DEMO". Under Adding Your Integration Key and Secret Key to CMiC in Project System Options section, added more details and clarified the steps to be completed. Additional step for DBAs was added. General update.

Re-named "DocuSign OAuth2.0 Authentication" to "Sending Documents Using DocuSign OAuth2.0".

Removed "Integration Key Setup with DocuSign and Adding Keys on JSP" section, since this is already covered in a separate section.

Renamed "DocuSign Authentication Steps for OAuth 2.0" to "Setting Up DocuSign Authentication to Send Documents for ESigning with OAuth2.0". Added more details and clarified the steps to be completed. Included details about choosing a verification method.

 General update.
Updated DocuSign Authentication Using OAuth2.0 section with a new subsection for Go-Live Process for Promoting the Integration Key to PROD. General update.
Updated DocuSign Authentication Using OAuth2.0 section with a new subsection for Troubleshooting Common Errors. General update.

Enterprise Content Management - R12

 Updated ECM Documents section to clarify the note by removing the following sentence: "The AP Voucher screen will include the “Show ECM Documents” and “Upload ECM Documents” in a future release.” General update.

Equipment Costing – R12

 Updated Transaction (Processing) > Location Transfers > Group Location Transfer Entry > Equipment Selection – Section to explain how the From/To Transaction Code columns are used. Updated for Patch V12-017 (22.63435).
Updated Transaction (Processing) > Location Transfers > Group Location Transfer Entry > Equipment Selection – Section to update screenshot to display the new Class column and field in the Equipment Selection section. Updated for Patch V12-017 (23.66506).

ESS Administrators - R12

Updated Manager Self Service section with three new subsections:

  • Leave Management

  • Delegation Management

  • Leave Dashboard

General update.

ESS Employees and Applicants - R12

 Updated Payment Administration section with a new subsection for Request and Review Vacation Balances.

General update.

E-Time - R12

 Updated E-Timesheet > Security section with a note to clarify that the security screens launched from E-Time contain security options and settings that are not widely available in the security screens launched from other various modules (e.g. CMiC Field, ESS, etc.). General update.
Updated E-Timesheet > Personal Time > E-Timesheet Entry > Job - Section to indicate that any comments entered can be included when printing the Timesheet Reports. Updated for Patch V12-017 (22.63172).
Updated E-Timesheet > Crew & Mechanic Time > Crew Timesheet Entry > Columns section to indicate that any comments entered can be included when printing the Timesheet Reports. Updated for Patch V12-017 (22.63172).

GC Monitor - R12

 Updated Overview – GC Monitor section with a note to indicate that notes can be added to the tabs in the GC Monitor screen as required. Updated for Patch V12-017 (22.64229).

General Ledger - R12

 Updated Financial Document Formatter 2.0 > Print Documents section to provide details regarding the [Preview] button. Updated for Patch V12-017 (22.63488).
Updated Financial Document Formatter 1.0 > Print Documents section to provide details regarding the [Preview] button. Updated for Patch V12-017 (22.63488).
Updated Reports with a new subsection for Financial Document Formatter 3.0. Updated for Patch V12-017 (23.70726).
Updated Reports section to re-organize FDF content. All three versions of FDF are now located together under this section now. General update.

Getting Started - R12

 Updated ADF Screens > Searches, Table Filters & Sorts > Search > Data Filters section to mention what the 'Auto-Hide' checkbox is used for when filtering data. General update.

Imaging – R12

 Updated Working with Images > Exception Manager section to update screenshot and details to reflect current functionality. This included providing a description for the [Clear Fixed] button. General update.
Updated Imaging Setup > Creating Imaging Sources to add a new subsection for Post-Cloning in Imaging. General update.
Updated Imaging Setup > Imaging Control > Imaging Control - Tab > Move Function - Section to document the 'Hide Select/Deselect All' checkbox. Updated for Patch V12-017 (22.61244).
Updated title of quick guide to "Importing Comdata/Corpay/Concur Invoice Data into Imaging" to include "Corpay" as Comdata and Corpay share the same columns for import. General update.
Added new quick guide for Ad-Hoc Approvals – Cloud. General update.

Added new quick guide for Running the Classic Version of Imaging Manager. Placed cross-references to this section in the guide in Image Manager and Imaging Control sections. Also included subsection for Launching the Classic Version from the [ECM Documents] Button.

 General update.

International Payroll - R12

Updated Company Setup section with a new subsection for Overriding the Account on Pay Groups which includes a description for the 'Override Account' checkbox.

 Updated for Patch V12-017 (22.61180).
Updated Calculations for Dubai Region > Pro-rate Loans and Advances section with a new subsection for Pause Loan Installment. Updated for Patch V12-017-2HF-02H(21.51716).

Updated Calculations for Dubai Region > Employee Nationality, Employee Religion, and Airport Destination section as follows:

  • Updated overview with a note to indicate that if multiple countries need to be added to the Countries screen, the standard CMiC Import feature on the Toolbar can be used.

  • Updated Employee Nationality > HR Benefit Eligibility Rules subsection with a note to indicate that the list of countries for EMP_PRIMARY_NATIONALITY and EMP_SECOND_NATIONALITY fields is limited based on the Employee Nationality screen.

 Updated for Patch V12-017 (22.57530).

Inventory - R12

 Updated Queries > Executive Query section to document the 'Low' checkbox. General update.
Updated Queries > Item Query section to document the 'Low' checkbox in the [Location] button's pop-up window. General update.
Added new Reports section which provides details for the standard available reports in the Inventory module. General update.

Jasper Report Parameters Customization - Quick Guide - R12

 Updated Overview section to indicate that clicking on the [Edit Defaults] button in a report can open either the Report Definition screen or the Search Reports pop-up window, depending on if an individual report or multiple reports exist. General update.

Job Billing – R12

Updated Setup > JB Control File > Invoice - Tab section to include details about the 'AIA G742 and G743 Forms Licensed by Company'

checkbox licensing option.

 Updated for Patch V12-017 (22.60355).
Updated Setup > Defining Retainage Rules > Details – Section to clarify that it is not possible to enter a percentage higher than 100% (e.g. 999%). General update.
Updated Setup > Defining Invoice Formats > Invoice Options - Tab > Progress Bill Style Invoices Options section to provide details about the option to print G742 and G743 titles (JBPB_G742) on the invoices. Updated for Patch V12-017 (22.60355).

Job Costing - R12

 Updated Creating a Job > Enter Job - Screen > Job Detail – Tab section to document the [Workflow Lookup] button. Updated for Patch V12-017 (21.48122).
Updated Creating a Job > Enter Job - Screen > Job Billing – Tab section to clarify how exceptions are defined under the description for the [Exceptions] button. General update.
Updated Processing - Job Costs > Enter Cost Transaction > Transaction - Section to update the description for the [Adjustment] button to clarify that for details about adjustments, users should refer to the Entering Adjustments and Bulk Transfer sub-section. Updated for Patch V12-017 (22.64193).
Updated Processing - Job Costs > Enter Cost Transaction > Entering Adjustments and Bulk Transfer section to document how the logic of the [Adjustment] button's pop-up window has been adjusted to consider the addition of the new Enter Job field and the new [Query] button. Updated for Patch V12-017 (22.64193).
Updated Forecasting > Enter Cost Forecast (Enter Manual Forecast) – Screen > [Current Cost] – Button to indicate that the pop-up window also includes the total for the Commitment column. Updated for Patch V12-017 (22.61134).
Updated WIP Processing > Enter and Post WIP Adjustments – Screen > WIP Adjustment – Tab > Buttons section to clarify the description for the [Finalize Projections] button to explain how the [Unfinalize Projection] button is used. General update (23.69391).
Updated WIP Processing section with a new subsection for Combined WIP Functionality. General update (18.63374).
Updated Utilities section with a new subsection for JC Project WIP Export. General update (18.54054).
Updated Utilities > Transfer Jobsection to add more detail about the fields on this screen and to clarify how this utility is used. General update.
Updated Setup > Control File – Screen > Forecasting – Tab section to add a note to the description for the 'Use Billing Rate Table For Revenue Forecast' checkbox about using this option with the system alternate feature 'PCI Spent Amt Increase Adj Revenue'. General update.
Updated Setup > Cost Code Template – Screen > Selection Criteria – Section to provides details about the 'Active' checkbox. Updated for Patch V12-017 (22.60044).
Updated Frequently Asked Questions section with a new subsection regarding capturing additional details in the Enter Transaction screen. Included a cross-reference to a new quick guide for Using Source Code, Source Description, Reference Code, Reference Description in Job Costing Transactions. General update.
Added new quick guide for Using Source Code, Source Description, Reference Code, Reference Description in Job Costing Transactions. General update.

Lite Editor - R12

 Updated Lite Editor – Screen > Fields – Tab section to clarify how the 'Single Row' checkbox is used. General update.
Updated Lite Editor – Screen > Fields – Tab > [Add Field] – Button section to add details to the Action Type field about the "Add BI visualization" option. General update (18.58168).
Updated Lite Editor – Screen > Table Mode – Tab section to document the 'Start this screen in Table Mode' checkbox and the 'Show Quick Filter' checkbox. General update.
Added a new quick guide for Adding a BI Visualization to UIRuntime Program in Lite Editor using BiFrame. General update (18.58168).

Material Sales - R12

 Updated Material Invoice > External Invoice Entry > Invoice Detail – Section to include details about the Bank Dept field and the Bank Account field. Updated for Patch V12-017 (23.71754).
Updated Reports > Available Reports for Material Sales section with details for each of the standard available reports in the Material Sales module. General update.

Opportunity Management - R12

 Updated Common Functionality > Search for Record section to add a new subsection titled "Query by Example" for the existing content and also added a new section titled "Search" Updated for Patch V12-017 (22.53208).
Updated Opportunities > Revenue - Tab section with cross-reference to provide more details regarding how the Budget Spread Rule is calculated. General update.

Added a new quick guide for Adding a Sub Opportunity Filter to Opportunity Management Data Filters.

 Updated for Patch V12-017 (22.53208).
Added a new quick guide for Budget Spread Rule Calculation. General update.

PM Exchange - R12

 Updated Procore Integration > CMiC Financials for Procore > Pre-requisites and First-Time Setup section to update the First-Time Setup form. General update.
Updated Procore Integration > CMiC Financials for Procore > Configuring a New Project section to address a correction in Step 12. General update.

Preventive Maintenance - R12

 Updated Setup > Local Tables > System Control File section with details about the 'Validate Inter-Company setup between Work Order and Equipment Company' checkbox. Updated for Patch V12-017 (23.69378).
Updated Reports section to reformat the information so that it follows our standard reporting layout. General update.

Process Builder - R12

 Updated Overview section to indicate that as of patch 16-2, we require tenants to have the BLD application code assigned if they need to use Process Builder to maintain their custom trains. General update.

Purchase Order - R12

Updated Enter Purchase Order > Purchase Order - Section > General – Tab > Distribution Detail to include descriptions for the following fields:

  • Discount %

  • [Recalculate Discount %] button

 Updated for Patch V12-017 (22.62745).

Updated Enter Purchase Order > Purchase Order Detail - Section > Line Item Details to include descriptions for the following fields:

  • Suggested Price

  • Discount %

 Updated for Patch V12-017 (22.62745).

Updated Change Orders > Change Order – Section to include descriptions for the following fields:

  • Discount %

  • [Recalculate Discount %] button

Also updated Change Order Detail - Section to indicate that the Suggested Price and Discount % columns can be edited and function the same as in the Purchase Order detail line.

 Updated for Patch V12-017 (22.62745).
Updated Enter Purchase Order > Purchase Order - Section to add a note under the Currency field to indicate that Users should only update the currency code to be different from the vendor currency if required. The Accounts Payable invoice currency will be required to match with the Purchase Order currency for invoicing. Updated for Patch V12-017 (22.62745).

Requisitions - R12

 Updated Processing Requisitions > Create Purchase Order From Requisition > Details – Section to provide details regarding the Buyer ID field. Updated for Patch V12-017 (22.63937).
Updated Queries > Requisition Query section with an updated screenshot to reflect the addition of the On Order Qty field. Updated for Patch V12-017 (22.62745).

Scheduling 2.0 - R12

 Updated Menu Options section to remove subsection for [Show Float] - Button. General update.
Added a new section for Earned Value Management (Cost Planning). General update (19.78641).

Subcontract Management – R12

 Updated Contracts > Enter Subcontract/Change Order > Summary – Tab section to include details regarding the Scope of Work Detail field. Updated for Patch V12-017 (21.51716).
Updated Payments > Entering Request for Payment > Details – Tab section with a description for the 'Advance Payment' checkbox. Updated for Patch V12-017 (20.34826).
Updated Setup > Local Tables > Control (SC Control File) > Contract Defaults – Tab section to provide details regarding the 'Do Not Validate Total Contract Amount Against Control Contract Amount When Modifying The Subcontract' checkbox. Updated for Patch V12-017 (22.63192).

Updated Setup > Local Tables > Control (SC Control File) > RFP Defaults – Tab section with a description for the following fields:

  • Use RFP Screen for Advance Payment Creation - Checkbox

  • Advance Payment Compliance

 Updated for Patch V12-017 (20.34826).

Subcontractor Prequalification - R12

Updated Prequalification Setupsection with a new subsection for User Defined Fields Tab Setup. Added cross-references to this new subsection to the following sections:

  • Subcontractor Prequalification Applicants

  • Subcontractor Prequalification – Screen

  • Subcontractor Prequalification Questionnaire

 General update (12.71462).
Updated Automatic Workflow to Send Prequalification Notices quick guide with new subsection for Set Up CMiC Send Prequalification Notices Workflow for Cloud. General update.

System Administration Guide – R12

 Updated Cloning Procedures for CMiC > Post-Cloning Procedure section with a new subsection for Post-Cloning in Imaging. General update.
Added a new section for CMiC Cloud Licensing Matrix. General update.
Add new section for CMiC Cloud Application Selector. General update.
Updated Emailing a Report quick guide to update the Spam Filter Settings section with an ip address and added a cross-reference to the new quick guide for Improving Email Success Rate. General update.
Added new quick guide for Improving Email Success Rate. General update.
Added new quick guide for How to Enable Options on API/Mobile Server. General update.
Added new quick guide for Securing the HTTP Server. General update.
Added new quick guide for Setting Up X-Frame Options for CMiC. General update.

System Data - R12

Updated Setup > System Options > General – Tab section to document the [External Web Servers] button.

 General update (19.84365)
Updated Setup > System Options > General – Tab section to add a note to the description for the [Web Servers] button to indicate that the button is for Enterprise clients only and must not be accessed by Cloud clients. General update.

Updated Setup > System Options > General – Tab section to document the Initial Number of Rows in Log field.

Updated for 21.38541.

 

Updated Setup > System Options > General – Tab section to document Doc upload chunk size (in bytes) field.

 Updated for 21.43141.

Updated Setup > System Options > General – Tab section to document 'Use Translation Manager for Prompts of User Defined Fields and Tables'.

 Updated for Patch V12-017 (22.61749).

Updated Setup > System Options > E-Timesheet – Tab section to provide details about the following fields:

  • Enable Consent Form when Submitting E-Timesheet

  • Show Work Category E-Timesheet - Checkbox

  • Labor Clock-In/Out Pin Validation field.

 General update.
Updated Setup > System Options > Self Service – Tab section to document the Department/Company to use for Vacation Dashboard field. General update.

Updated Forms section with two new subsections:

  • Form Letters Block Mapping

  • Form Letters Print Report Selection

 General update.
Updated Security > Roles > Define Roles section to add details about the new system privilege: HCMCIOACS: HCM: Allows user to access Clock In Out Application. General update.
Updated Security > Roles > Define Roles section to add details about the new system privilege: BIUDFOLDER: CMIC BI: Allows the user to create User-Defined Folders. Updated for Patch V12-017 (22.59247).
Updated Security > Job/Project Security > Assign Users to Job/Project Security Groups section to add a note to indicate that only individuals with a user ID can be added to a job/project security group. General update (00486947).
Updated User Extensions > UE Maintenance Overview > UE Table Maintenance section to update the [Create FAT View] button to [Create Views] and to indicate that it is also used to generate user-defined views for pre-existing UE tables. Updated for Patch V12-017 (22.64317).
Updated User Extensions > UE Maintenance Overview section with a new subsection for User-Defined Views Maintenance. Updated for Patch V12-017 (22.64317).
Updated Utilities > Scheduler Log section to document the updates made on this screen, including the [Refresh] button and the Job Detail tab.

General update (22.63915).
Added new quick guide for Mapping Form Letter Definitions to UIRuntime Programs. General update.

Translation Manager - R12

 Updated Overview section to indicate that the two base languages (French and Spanish), which have been released to Enterprise customers is not available to Cloud customers. General update (00485761).
Updated Translation Manager - Screen section with a new subsection for Translation of Prompts for User Extension Fields and Tables. Updated for Patch V12-017 (22.61749).

UI Console - R12

 Updated Setup for UI Console > Setting a Default Console section to re-organize the existing content in this section into two subsections: User Maintenance and User Settings. Also added a new subsection titled No Named Consoles Available for Selection. General update (00483514 and 00459447).
Updated Customizing & Editing Consoles > Console Regions > Edit Region Content > Embedded HTML – Content Type section to add a note to indicate that there is a limit of 4000 characters for embedded HTML content. General update (00462645).

US Payroll - R12

 Updated Company Setup > Pay Groups > Pay Group Detail – Tab section to add details regarding the 'Override Account' checkbox. Updated for Patch V12-017 (22.61180).
Updated Company Setup > Hour Types section to provide a description for the Non-Paid Hours For field. Updated for Patch V12-017 (23.68359).
Updated Administration > Benefit Administration section to re-name the "Job Benefits" sub-section to "Job" sub-section. This screen allows for both benefits and deductions to be added to jobs, therefore the screen has been renamed to "Job". Updated for Patch V12-017 (22.64386).
Updated Timesheets > Timesheet Reports > Timesheet Edit Listing Report section to indicate that the report can be printed showing comments that were added to timesheets entered in E-Time and Crew Time. Updated for Patch V12-017 (22.63172).
Added quick guide to Calculate Benefits and Deductions for Sub-Jobs on a Controlling Job. Updated for Patch V12-017 (22.64386).

 

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