Updated Reference Guides

Updated Maintain Business Partners section as follows:

• Updated Market Sector - Tab section to indicate that market sector codes available on this tab are created in the Global Tables of the System Data module. Also added a subheading to separate the security privileges details.

• Updated Territory - Tab section to indicate that sales territory codes available on this tab are created in the Business Partner Territory screen. Also added a subheading to separate the security privileges details.

NOTE: The updates completed on these tabs were also carried over to the AR and PO modules, which also contain the Maintain BP screen.

Updated Payment Processing section as follows:

• Updated Adjust Voucher Status – Screen section to detail the security privilege which allows users to change the discount amount.

• Updated Prepare Checks (Automated Check Generation) > Print Check section to include details about the EFT Email Body Text Code field, used to customize the body of EFT email notifications.

Updated Setup section as follows:

• Updated AP Control File > Check - Tab > AP Check Options section to include a description for two new fields: the EFT Last Check Sequence Number field and the 'Record Renumbering Checks As Wasted' checkbox.

• Updated Vendor Pick List > [Selection Criteria] – Button section with a current screenshot to accurately reflect the field names. Also clarified description to match field names accordingly.

• Added a new subsection for Business Partner Territory.

Updated Payment Processing > Enter Receipts > [Invoice] – Button section with an updated screenshot to display the new 'Select' all checkbox which gives the user the ability to select all invoices at once.

Updated Utilities section with two new subsections:

• Change Batch Post Date

• Changed Batch Post Date Query

Updated Visualizations > Drillthrough > Context Variable Name section to correct text in the context variable code statement example.

Updated Visualizations > Tables section as follows:

• Updated Part 1: Plotting Fields section to provide details for the Sign property, which is used to change the final display of numbers without affecting calculations.

• Updated Part 2: Format section to provide details for the Negative Format property, which is used to select the format in which negative numbers are displayed. Also provided details about Crosstab View properties.

Updated CMiC Field Security as follows:

• Updated Security Roles section to clarify how the 'Admin' checkbox works.

• Updated Contacts > User Defaults – Tab section with details about the Language field.

Updated Communication Management section as follows:

• Updated Meeting Minutes > Creating A New Meeting > Agenda – Section with an updated screenshot and details about the Delete icon.

• Updated RFIs > RFI Detail – Tab > Request – Section with a note to indicate that the default for both Schedule Impact and Cost Impact is set to "No".

• Updated RFIs > RFI Detail – Tab > Main Toolbar Buttons section to include details about the 'Copy Related Objects' functionality in the field descriptions for the [Forward] button and the [Update Ref. RFI] button.

• Updated Issues section to update the Severity field to indicate that the default for that field is set in the General tab of the Project System Options screen.

• Added new section for I/O Email Format.

Updated Document Management section as follows:

• Updated Submittals > Submittal Detail – Tab section with a new subsection for the re-addition of the Response section.

• Updated Submittal Packages section to provide more details about the pop-up window launched from the [Add Submittal] button, as well as the ability to sort submittals according to partner.

• Updated Documents section with a new subsection titled Opening a Document Record to clarify how document records are opened, as well as to provide details about the locking/unlocking and checking in/out functionality available on the document record screen.

• Updated Document Options Setup > Package - Tab section under the Package ID Mask field description to include two new pre-defined codes to the list of available mask codes: l=Location and e=Sheet Number. These two codes are used to support drawing management.

• Updated Drawing Upload and Extraction Tool > Upload PDF Drawing Set section to indicate that the Drawing Upload tool only supports the upload of PDF files.

Updated Budget & Cost Management section as follows:

• Updated Subcontracts section as follows:

  • Updated Subcontracts Detail - Tab > Schedule of Values – Section to indicate that WBS codes can be linked to subcontracts using the WBS Code columns.

  • Updated Subcontracts Detail - Tab > Payments - Section to add details to the 'Compliant' checkbox to indicate that checking this box will affect the value of the Compliance, Date Compliance, and Fully Compliant columns in the Compliance Status Log.

  • Updated Other Buttons > [Compliance] - Button section to add details about the 'Compl' checkbox and the 'Date Compl' checkbox. Also clarified how the [Documents] button is used in the Compliance pop-up window. In addition, indicated that updates made using this button affects what appears in the Compliance Status Log for that subcontract.

• Updated Potential Change Items section as follows:

  • Updated PCI Detail - Tab > PCI Code – Section to add details about the 'Allow Costs' checkbox.

  • Updated RFQ - Tab section with updated screenshot to show Vendor Name column.

  • Updated PCI Markup Rules section to indicate under the description for the 'Total Markup Flag' that only one markup rule per job should have this box checked. Also updated description for Rounding Rule field to include the additional options now available.

• Renamed "Viewing Compliance Log" to "Compliance Status Log" and reviewed the existing content. Added additional details for the following columns: Compliance, Date Compliance Flag, and Fully Compliant.

Updated Site Management section as follows:

• Updated Daily Journal section with a new subsection for the Review/Approval - Tab.

• Updated Punch List Items section as follows:

  • Removed the statement "To share a punch list item, press the Share icon () at the end of its detail line." as this feature has been excluded as of Patch 14-1 onwards.

  • Added details regarding the [Print] button.

• Added new section for Checklists (Beta).

Updated Reports section as follows:

• Updated Printing a Report section to add details to the description for the Template field which indicates where templates can be created and provides a cross-reference to the Report Assignment section.

• Added new section for Emailing Reports.

• Added a new section for Punch List Report.

Updated File Maintenance section as follows:

• Reviewed and edited Local Tables > CSI Code Maintenance section to clarify how this screen is used. Also made updates to Trade Type Maintenance section to change the section heading to "Trade Maintenance" to match the new screen name, and update the new field names to "Trade Stamp" and "Trade Name".

• Updated Project System Options section as follows:

  • Updated General - Tab section with a description for the Maximum Download Link Expiration (days) field, and the Default Issue Priority field.

  • Updated Submittal - Tab section to clarify the Spec Section LOV Options field and the Spec Sub-Section LOV Options field.

• Updated Company Control > Change Management - Tab section with details about the PCI Amount to Sync with SCO SOV when Linking PCI to SCO field.

• Updated and reviewed Reports and Form Letter Assignment section to improve layout and clarify description for 'Default' checkbox.

• Updated User Defaults Maintenance section with an updated screenshot to show the new Locale field.

• Updated Contract Type Maintenance section to clarify how the [Documents] button is used.

Updated Setup > Check Release and Check Reconciliation Feature section to clarify how this feature is used.

Two new sections were added:

• Comdata Discrete Checks and Payments

• Comdata Processing Improvements

Updated Bill Codes (Detail) – Section as follows:

• Included details about the new Profit Budget Amount column.

• Added details about the Groups 1-5 columns.

Updated Auto Cold Storage (ASC) section as follows:

• Updated Overview section with additional details about using ASC. Also updated the note to indicate that ASC also works with Jasper reports now.

• Added new section for Document Types for Cold Storage. This section includes a cross-reference to the Imaging guide to provide the user with more information about setting up document types for cold storage.

Updated Personal Information section as follows:

• Updated Profile Information section with a new screenshot to reflect the latest GUI.

• Updated Annual Evaluation section with a new screenshot to reflect the latest GUI.

Updated Financial Document Formatter 2.0 section as follows:

• Updated Overview section by deleting the note and the Roadmap subsection and including a new section for Known Issues.

• Updated Copy Document section with details regarding the 'Version 2.0' checkbox.

• Updated Create New Financial Document from Scratch section as follows:

  • Added note to Range field description under Part 1: Define Document Header section to indicate that as soon as a row is committed, the Range field will be display only.

  • Added note to Part 2: Document Row Formatting section to indicate that Underline printing for Text functions currently prints only when the range rows are expanded, and will be fixed in an upcoming release.

Updated Benefit and Deduction Administration section as follows:

• Re-named "Eligibility Administration" section to "Benefit and Deduction Eligibility". Reviewed and updated existing content and added new subsection for Import Zip Codes.

• Added a new subsection for Updating Benefits and Deductions at Year End.

Updated Imaging Setup > Creating Fillable PDFs and Dynamic Flysheets section as follows:

• Updated Setting Up a Flysheet section to include details about the [Create New] button, which is used to create a new flysheet. Also updated this section to clarify how Project Documents are used in the Edit Header section. Added a cross-reference to "Using Project Document in the Flysheet Builder" for additional details on using the 'Project Documents' checkbox workflow.

• Updated Editing Inputs and Saving a Flysheet section to clarify how these features work. This includes creating a new section with detailed steps for using predefined and custom lists.

Updated Quick Guides as follows:

• Updated Importing Comdata/Concur Invoice Data into Imaging section as follows:

  • Included more detail in the Overview section.

  • Added a note to the Process section regarding uploading zipped files of images and added details to the following fields: Document Type, 'Use Transaction Amount as Credit' checkbox, 'Skip Zero Transaction Amounts' checkbox, and 'Import Header Only' checkbox.

  • Updated Field Mapping section with a note to indicate that no header is needed on the upload file. Included a sample mapped file.

• Added new quick guide for Predefined Lists and Custom Lists in the Dynamic Flysheet Builder.

• Added new quick guide for Using Project Documents in the Flysheet Builder.

Created a new section for Calculations for Dubai Region with the following subsections:

• Employee Setup for Base Wage Calculation – Dubai Region

• Employee Package for Companies in the UAE

• Pro-ration of Lump Sum Benefits

• Annual Leave Processing

• Overtime Rate Calculation on Wages, Partial Packages, and Full Packages

• Pro-rate Loans and Advances

• Employee Leaves Encashment

• Unpaid Leave Calculation

• Leave Accruals

Updated Creating a Billing Contract >Contract Entry section as follows:

• Updated Defaults - Tab section to include details about the Remittance Details field.

• Updated Billing Codes – Tab (Creating Billing Items) section with details regarding the ‘Lst Rel %’ checkbox.

Updated Creating a Bill > Preparing the Billing > G/C Prepare Billing (General Contractor Prepare Billing) - Screen section as follows:

• Clarified that a PO number must be entered in the PO/WO Number field for the PO number to print on the billing invoice. Also updated to indicate that a PO number will only print on free-form invoices.

• Updated [Mass Update] – Block Toolbar Button section to indicate that users may mass update the Ret. % and % Completed fields of the Group 1 to 5 and Bill Code Detail tabs if there is a negative amount on the budget.

Updated Setup section as follows:

• Updated JB Control File > Invoice – Tab section with details about the Remittance Details field.

• Updated Defining Invoice Formats > Invoice Options – Tab > Freeform Invoice Style Options section to include details about the 'Print Remittance Details' checkbox is used to print remittance details and the 'Show California Notary' checkbox used to print the California G702 Notary invoice format.

Updated Creating a Job section as follows:

• Updated Enter Job - Screen section with two new subsections:

  • Cost Status Query Mapping - Tab

  • WBS - Tab

• Updated Assign Cost Codes (Phases) – Screen section with a new subsection for Using a Template with Locked Cost Codes.

• Updated Enter Budget – Screen section to add a note to the Active Cost Code/Active Cat fields to indicate that if the category has been added to a locked cost code, the Active Cat checkbox will be disabled.

Updated Using WBS Capabilities section as follows:

• Moved Work Breakdown Structure (WBS) section to the Overview subsection.

• Added note to indicate that when entering transactions, it is recommended to not skip WBS codes.

• Clarified how to assign WBS default values at the job or the cost code/category levels when creating a new job.

Updated Working with Bid Jobs > Win/Lose Bid – Screen section to detail the Cost Code Template field on the Open Bids tab.

Updated Setup section as follows:

• Updated Control File – Screen > Job Setup – Tab section with descriptions for the following three new fields:

  • Job Cost Code Template

  • Lock Cost Codes and Categories in Template Assigned to Job

  • Automatically Apply Template To Job

• Updated Enter Cost Code - Screen section with a new subsection for Locked Cost Codes.

• Updated Cost Code Template – Screen section to detail the Locked checkbox column.

Updated Opportunities > Opportunity Management - Section as follows:

• Re-schuffled some of the descriptions on various tabs in this section to accurately reflect the location and flow of the fields in the software.

• Updated the General - Tab section to clarify how the Ctrl Market Sector field is used. Also added clarifications to the Market Sectors - Tab section.

• Updated Team - Tab section to include a description for the [Add Key Player] button in the Opportunity Team subsection.

• Added new subsection for Sub Opportunities - Tab.

Updated Setup section as follows:

• Updated Company Control > Configure OM Module for Company section with a cross-reference in the 'Submarket' checkbox field to Opportunities > General - Tab section to provide more information about how this option works on the Opportunity screen.

• Updated Opportunity Market Sector section to clarify how market sectors are used in the OM module.

• Reviewed and edited Setup section to ensure the sub-sections are formatted consistently.

Updated Publish Pay Request Project > Publish Project in Pay Request section as follows:

• Updated to indicate that after a project is registered to DX (Data Exchange) and mapped to Pay Request, users must click the [Sync Data] button to sync data in Pay Request.

• Updated to clarify that the 'Voucher' checkbox under the Data Exchange tab in Project Maintenance must be checked.

Updated Pay Request Setup section with the following two new subsections:

• Imaging Settings

• Account Payable Settings

Updated Procore Integration section as follows:

• Added a note to several sections to indicate that users should consult with their CMiC representative and implementation staff before proceeding with any of the steps outlined in the documentation.

• Removed Attachments and Checking Logs sections as these sections contain mainly development information.

• Updated Set Up Service Account in Procore section with new screenshots and revised steps.

• Updated Set Up Webhooks in Procore section with a new screenshot and revised steps.

Updated Setup > System Options section as follows:

• Updated General - Tab > Other > [Web Servers] - Button section to clarify the Code 1 description in the table that describes the web server tasks. This description now indicates that there are two areas that depend on this field: one being Workflow Email, and the other being the new IO email authentication that uses Microsoft Graph.

• Updated Projects - Tab section with details regarding the 'Not Allow Delete PCI' checkbox.

• Updated Human Resource - Tab section to remove the 'Login Employee Self Service VIA PIN Code' checkbox as this functionality has been replaced with the 'Require PIN Code to Login to ESS' checkbox located on the new Self Service tab.

• Added new subsection for the Self Service - Tab which is used to control various features in the ESS module.

Updated Security section as follows:

• Updated Roles > Define Roles section to document the new security privilege, APVOUDISC, which allows the user to update discount amount on the Adjust Voucher Status screen. Also updated description for the GLVINADPT system privilege to indicate "GL: Allow User to View/Update Inactive Departments" since this privilege now also allows users to update inactive departments as well.

• Updated Users > User Maintenance > General - Tab section to provide details to the [Upload Photo] button description to indicate that a photo uploaded to the User Maintenance screen will also be displayed on Employee Profile screen in the US Payroll module and on the ESS Profile Information screen in the ESS module.

Updated Global Tables section as follows:

• Updated Address Codes section to indicate that territory codes available in the Territory field are created on the Territory Maintenance screen.

• Add a new section for Territory Maintenance.

• Updated Maintain Data Process as follows:

  • Updated Market Sector section with a note to indicate that the market sector codes being defined here should not be confused with the building type market sector codes that are used in the OM module.

  • Updated Document Option > Package - Tab section under the Package ID Mask field description to include two new pre-defined codes to the list of available mask codes: l=Location and e=Sheet Number. These two codes are used to support drawing management.

Updated Company Setup section as follows:

• Updated Company Maintenance Setup > Payroll Control File Configuration section as follows:

  • Updated Payroll Control - Rules Tab section with a description for the Re-Calculate Charge Rate based on field.

  • Updated the E-Timesheet - Tab section with details for the 'Job Cost Hours for Billing Only' checkbox and the Approver Email field.

• Updated Pay Groups > Pay Group Detail – Tab section to replace the term "employees" with "users" in the description for the 'Secure' checkbox.

Updated Employees section as follows:

• Updated Employees > Employee Profile section with a new subsection for Overview, which includes a cross-reference to more details for importing employee profiles.

• Updated Employees > Employee Profile > Personal - Tab section with details regarding adding an employee profile photo. Also added details to the Work Status field to indicate that codes for this field are maintained on the Employee Work Status screen.

• Added a new subsection for Importing Employee Profiles.

• Added a new subsection for Employee Work Status.

Updated Timesheets section as follows:

• Updated Timesheet Data Corrections and Adjustments section with additional details regarding the [Adjustments] button.

Updated Processing section as follows:

• Updated Retroactive Payment Processing section with a new subsection to provide a brief overview of the steps involved in retro payment processing.

• Updated Processing, Checks, and Postings > Check Printing > Reprinting Checks section with details regarding the re-print alert functionality and the cross-reference to details on the alternate feature located on the Pay Stub Printing screen.

Added the following new quick guides:

• Uploading Employee Profile Photos

• Recalculate Salary Charge Rates

• Using Show Reprint Alert on Pay Stub Printing Screen