Updated Reference Guides

May 2024

Here is the latest upload of updated and new CMiC reference guides on the CMiC Documentation Portal for May 2024.

File Name	Update Details	Comments
1099 - R12	Updated 1099 Setup > Payer Info section to indicate that information used to generate the 1099 can be found on a W-9 form.	General update (00497744).
Account Payable – R12	Updated Maintain Business Partners > Classification – Tab section to update the new fields available on this tab (e.g., Code, Certifying Agency, Certificate Numbers, Start Date, Expiration Date).	Updated for Patch V12-019 (CAM-1801).
	Updated Processing Invoices > Enter Vouchers - Screen to include a note about the Retainage % field, which can be used in the import file.	Updated for Patch V12-019 (22.65906).
	Updated Processing Invoices > Enter Vouchers - Screen > Selection Criteria – Section to provide details about the Posting Date field.	Updated for Patch V12-019 (22.57471).
	Updated Processing Invoices > Enter Vouchers - Screen > Voucher Detail – Tab to provide details about the following fields which are related to Advance Payment against POs: Advance Payment - Checkbox Advance Amount Paid Advance Amount Being Recovered Advance Amount Outstanding	Updated for Patch V12-019 (FIN-10821).
	Updated Processing Invoices > Enter Vouchers - Screen > Defaults – Tab (Override Vendor’s Defaults) section to add a note to the Tax 1, Tax 2, Tax 3, Tax 4, Tax5 (Tax Code) field description to indicate that when using a tax code with a payment percent (withholding tax) that is not equal to zero, no other regular tax code can be added as this is a special tax that is calculated at the time of payment.	General update (00495984).
	Updated Processing Invoices > Enter Vouchers - Screen > [Releasing Retainage] - Button section to add a note to indicate that the distribution type of the retainage release invoice should match the original invoice.	General update.
	Updated Using Invoice Registration > Register Invoices – Screen > Details - Tab section to provide details about the Advance Payment fields.	Updated for Patch V12-019 (FIN-10821).
	Updated Using Invoice Registration > Approve Registered Invoices – Screen section to provide details about how the filtering on this screen works with the 'Include Voided After Statement Date' checkbox, located on the AP Control File - Voucher tab.	Updated for Patch V12-019 (22.60198).
	Updated Working with Recurring Payables > Activate Recurring Invoices – Screen > Selection Criteria – Section to provide details about the Posting Date field.	Updated for Patch V12-019 (22.57471).
	Updated Payment Processing > Select Payments - Screen > Payment – Section section to clarify how the following radio buttons are used: EFT Payments - Radio Button Non EFT Payments - Radio Button EFT and Non EFT Payments - Radio Button	General update (00489578).
	Updated Payment Processing > Prepare Checks (Automated Check Generation) > Prepare Checks section to provide details about the Posting Date field.	Updated for Patch V12-019 (22.57471).
	Updated Payment Processing > Prepare Checks (Automated Check Generation) > Prepare Checks section to add a note to the 'Use Voucher Bank Acc' checkbox to indicate that this field is only enabled if the pay run group selected is of the type "Non EFT Payments" or "EFT and Non EFT Payments".	Updated for Patch V12-019 (23.74525 / FIN-11829).
	Updated Payment Processing > Manual Checks & Deposits > Enter Manual Checks > Selection Criteria - Section to provide details about the Posting Date field.	Updated for Patch V12-019 (22.57471).
	Updated Payment Processing > Manual Checks & Deposits > Post Manual Checks to add a new subsection for Post Zero-Dollar Checks.	General update (00515218).
	Updated Payment Processing > Other Check Payment Features > Reconcile Checks section with details about the 'Include Voided After Statement Date' checkbox.	General update (00487597).
	Updated Positive Pay Register > Create Bank Group > Bank Accounts section with additional details on the fields in this section.	General update.
	Updated Query section as follows: Updated AP Invoices subsection to indicate that the query screen is updated as soon as an invoice is entered and saved, and posting is not required for the invoice to appear in the query. Updated AP Checks subsection to indicate that the query screen is updated as soon as a check is entered and saved, and posting is not required for the check to appear in the query.	General update.
	Updated Reports > Aged Report section to add a note to clarify how the Show Deposits parameter is used in conjunction with the Include Deposit parameter.	General update (00519149).
	Updated Reports > Cash Requirements By Cash Amount Report section to indicate that users must enter/select a code in either the Pay Run Group Code field or the Selection Code field, otherwise, the system will generate a blank report.	General update.
	Updated Utilities > Prenote File > Create Prenote File section to add a note to the Prenote Format field to clarify that the prenote file will be generated using the original file line from the EFT File Format Screen.	General update (00518645).
	Updated Setup section with new subsections for Local Tables and Global Tables to improve how the content under these areas is organized.	General update.
	Updated Setup > Local Tables > AP Control File > Voucher - Tab section with a description for the 'Restrict Valid Records on Invoice Approval Screen' checkbox.	Updated for Patch V12-019 (22.60198).
	Updated Setup > Local Tables > AP Control File > Check - Tab >AP Check Options section to update the description for the 'Print Zero Checks' with a note to clarity how this option is used.	General update (00515218).
	Updated Setup > Local Tables > AP Control File > Accounting - Tab section to include a description for the PO Currency Fluctuation Gain/Loss field.	Updated for Patch V12-019 (23.68741).
	Updated Setup > Local Tables > Tax Codes section to update the screenshot to show 'Tax Reverse Charges' checkbox.	Updated for Patch V12-019 (23.73151).
	Updated Setup > Vendor Compliance Setup > Vendor by Company Compliance – Company Level section to update the screenshot to display the Import and Attachments functionality on the Block Toolbar.	Updated for Patch V12-019 (23.71039 / FIN-11049 and 23.77993 / FIN-12754).
	Updated Setup > Global Tables > Business Partner Setup Requirements > Entering Business Partner Classifications section to update the screenshot to show the new 'Active Flag' field.	Updated for Patch V12-019 (CAM-1801).
	Updated Setup > Global Tables section with a new subsection for Business Partner Classification.	Updated for Patch V12-019 (CAM-1801).
	Updated Setup > Global Tables section with a new subsection for Certifying Agencies.	Updated for Patch V12-019 (CAM-1801).
	Updated Quick Guides > Accounts Payable Standard ACH File Format > Example section to indicate that the EFT Format field's drop-down list on the EFT File Format screen shows the bank formats currently supported.	General update (00474794).
	Added a quick guide for Change Paths For Check Formats.	General update (00459083).
	Added a quick guide for Calculate and Post PO Currency Fluctuation Gain/Loss.	Updated for Patch V12-019 (23.68741).
Accounts Receivable - R12	Updated Maintain Business Partners > Classification – Tab section to update the new fields available on this tab (e.g., Code, Certifying Agency, Certificate Numbers, Start Date, Expiration Date).	Updated for Patch V12-019 (CAM-1801).
	Updated Creating an Invoice > Entering Invoices section to add details about the Posting Date field.	Updated for Patch V12-019 (22.57471).
	Updated Creating an Invoice > Entering Invoices > Invoice Details – Tab section to add details to the Description field to indicate that this field has a limit of 60 characters but that the [Details] button can be used to enter individual descriptions for each line item up to 4000 characters.	General update (00486393).
	Updated Creating an Invoice > Entering Invoices > [Retainage Release] - Button section to add a note to indicate that the distribution type of the retainage release invoice should match the original invoice.	General update.
	Updated Creating an Invoice > Entering Invoices section to provide a details about the [Bank Details] button, which is used for custom reporting purposes.	General update.
	Updated Creating an Invoice > Voiding Invoices section to include a note to indicate that memos cannot be voided in Accounts Receivable.	General update (00496871).
	Updated Creating an Invoice > Entering a Memo section to include a note to indicate that memos cannot be voided in Accounts Receivable.	General update (00496871).
	Updated Payment Processing > Enter Receipts section to provide details about the Posting Date field.	Updated for Patch V12-019 (22.57471).
	Updated Payment Processing > Enter Receipts > Detail – Section to re-name the 'Not an Accounts Receivable Check' checkbox to 'Invoice Related' checkbox. Also clarified how this checkbox is used.	General update.
	Updated Customer Statements > Statement Printing section to provide details about the Last Financial Charges Date field.	General update (00522740).
	Updated Utilities > Change Batch Post Date section to add a note to the [Update Post Date] button to clarify that updating the batch post date also updates the post date of the records within the batch. This update was also applied to wherever this screen is used (e.g., AP, JC, SC, PY, CI, CM, and PRM).	General update.
	Updated Setup > Business Partner Setup Requirements > Entering Business Partner Classifications section to update the screenshot to show the new 'Active Flag' field.	Updated for Patch V12-019 (CAM-1801).
	Updated Setup section with new subsections for Local Tables and Global Tables to improve how the content under these areas is organized.	General update.
	Updated Setup > Local Tables > AR Control File > Statement (and Aging Rules) – Tab section to update the description for the Age Reports field to include the "Post Date" option.	General update (00469398). Released in Patch 19.
	Updated Setup > Invoice Series section to document the Next Invoice Number field.	General update (00452508).
	Updated Setup > Local Tables > Tax Codes section with an updated screenshot to show the 'Tax Reverse Charges' checkbox.	Updated for Patch V12-019 (23.73151).
	Updated Setup > Global Tables section with a new subsection for Business Partner Classification.	Updated for Patch V12-019 (CAM-1801).
	Updated Setup > Global Tables section with a new subsection for Certifying Agencies.	Updated for Patch V12-019 (CAM-1801).
	Updated Query section as follows: Updated AR Invoices subsection to indicate that the query screen is updated as soon as an invoice is entered and saved, and posting is not required for the invoice to appear in the query. Updated AR Cash Receipts subsection to indicate that the query screen is updated as soon as a receipt is entered and saved, and posting is not required for the check to appear in the query.	General update.
	Updated Reports > Available Reports for Accounts Receivable section with details for the Front Office Cashier Edit List (AR260).	Updated for Patch V12-019 (23.69852).
	Updated Reports > Aged Report section to add a note to clarify how the Show Deposits parameter is used in conjunction with the Include Deposit parameter.	General update (00519149).
	Replaced Appendix section with a Quick Guides section and added more content.	General update.
BI Catalog Builder – R12	Updated Edit Data Source - Screen > Context Menu (Right-Click Menu) > Create Calculated Field (Folders, Fields) to add a note regarding using Oracle analytic functions.	General update.
	Updated Edit Data Source - Screen > Editing Folders > Folder Properties – Property Pane Section to add details to the Description field to indicate that the Edit Text icon can be used to add a multi-line description.	Updated for Patch V12-019 (BI-342/ 23.75735).
	Updated Edit Data Source - Screen > Editing Fields > Field Properties – Property Pane Section to add details to the Description field to indicate that the Edit Text icon can be used to add a multi-line description.	Updated for Patch V12-019 (BI-342/ 23.75735).
	Updated Compare Data Sources - Screen section with a new subsection for Comparing Context Variables.	Updated for Patch V12-019 (23.67589).
	Updated Setup > Adding Custom Tables/Views to Data Sources section to reflect the latest software functionality.	General update.
BI Dashboard Builder – R12	Updated Data Sources section to include a new subsection for Read-Only WebLogic Data Source.	Updated for Patch V12-019 (CAM-3158).
	Updated Dashboard Runtime Controls > Edit, Show/Hide Properties, Refresh – Controls section to update title to "Runtime Toolbar - Controls" to accurately reflect the information in this section.	General update.
	Updated Dashboard Runtime Controls > Edit, Show/Hide Properties, Refresh – Controls section to add a new subsection for Get Link.	Updated for Patch V12-019 (21.42008-275).
	Updated BI Dashboard Builder – Screen > File – Menu > Import section to indicate that BI Dashboard Builder only supports three patch versions at a time, so it is limited to two previous patches when importing .bi files.	Updated for Patch V12-019 (21.42008-268).
	Updated BI Dashboard Builder – Screen > File – Menu > Open section to indicate that if a default dashboard/query/card is opened, the Save option will be disabled. These standard elements are not intended for modification, due to subsequent patch installations and hotfixes that update the default data source, which could overwrite any alterations and render any dependent dashboards inoperable. Also added this detail to the Save section.	General update (00502764, 00500785).
	Updated BI Dashboard Builder – Screen >Dashboard – Menu > Performance Analysis section to add details about the window function usage.	Updated for Patch V12-019 (21.42008-290).
	Updated BI Dashboard Builder – Screen > Fields – Pane > Visualization Calculated Fields > Functions section to add details about the new Search function.	Updated for Patch V12-019 (21.42008-282,283).
	Updated BI Dashboard Builder – Screen > Fields – Pane > Visualization Calculated Fields > Functions section to update details for the switch, date, date.addDays functions which support parameters that are expressions, and to add a new description for the data.dayDifference function.	Updated for Patch V12-019 (21.42008 -279).
	Updated Visualizations > Gauges > Gauge (Number) section to indicate that the Callout Value for the Format property type supports up to three decimal places for percent value.	General update (23.71208).
	Updated Visualizations > Tables > Part 1: Plotting Fields > Drillthrough section to add a note to the Target Dashboard property to indicate that if a visualization does not have a drillthrough target defined, the current dashboard is the default target.	General update (00487712).
	Updated Visualizations > Tables > Part 3: Format > Export to PDF section to provide details about the Title and Subtitles (1, 2, and 3) fields.	Updated for Patch V12-019 (21.42008-263,267).
	Updated Visualizations > Tables > Part 3: Format section to add details about the 'Show Layer Headers' checkbox.	Updated for Patch V12-019 (21.42008-291).
	Updated Visualizations > Tables > Crosstab > Part 3: Format section to update the screenshot to show the 'Show Layer Headers' checkbox.	Updated for Patch V12-019 (21.42008-291).
	Updated Visualizations > Tables section to add a new subsection for Shift Column Controls, which are icons used as an alternative to a horizontal scrollbar.	Updated for Patch V12-019 (21.42008-275).
	Updated Visualizations > Bubble Map section to provide details about the latest option to add multiple data points in the same location.	Updated for Patch V12-019 (21.42008-281).
	Updated Setup section with a new subsection for Standby Databases.	Updated for Patch V12-019 (21.42008-285, 286, 287, 289).
Change Management - R12	Updated Change Orders > Enter PCI > PCI Information - Section to add a new description for the [Attachment] button, which is used to access the Esign Documents feature.	Updated for Patch V12-019 (23.66524).
	Updated Change Orders > Enter PCI section as follows: Added a note to the Detail - Tab subsection under the [Line Note] button's field to clarify that notes created using the [Line Notes] button or the [Notes] button on the tab's Block Toolbar can only be viewed on ADF screens and are not available on JSP screens. Added a note to Note - Tab subsection to indicate that notes entered on this tab are available in both ADF and JSP modules.	General update (00504551).
	Updated Reports section to add any missing reports and details.	General update.
	Added a new section for Frequently Asked Questions.	General update.
CMiC Field - R12	Updated CMiC Field Manager section to include an updated screenshot to revise existing details.	General update.
	Updated CMiC Field Manager > Selecting a Project section to include a subsection for Access Project Using Associated Bid Job Code.	General update.
	Updated Using Logs section as follows: Added note to indicate that UDFs cannot be added to a JSP log. Must use Classifiers instead. Added details about the [Reset] button. Updated details for the [Export] button. Added details for the [Set as Default] button.	General update.
	Updated Using Logs > Notes, Attachments, and Documents > Notes > Reviewer Notes section to update screenshots and details to reflect latest functionality in software.	General update.
	Updated Using Logs > Notes, Attachments, and Documents > Notes section to update screenshots and details to reflect latest functionality in software.	General update.
	Updated Using Logs > Common Buttons to clarify the description for the [Check Spelling] button.	General update.
	Updated Using Logs > Common Buttons to document the [Copy From Object] button.	Updated for Patch V12-019 (23.73275).
	Updated Using Logs > Reviewer Section to clarify the rules when using the [New Cycle] button.	General update.
	Updated Using Logs > Masks and Auto-Numbering Objects section to clarify how masks are used at the company level and project level.	General update.
	Updated Using Logs > Privilege to See Pending (Unsubmitted) PM Objects section to clarify that when the user saves a pending record, the pending status will only be maintained if the record belongs to a contact from the same partner/company, otherwise the record will be automatically submitted when saved.	General update (00508834/CF-16018).
	Updated CMiC Field Security with a new subsection for C-Type and P-Type Contacts.	General update.
	Updated CMiC Field Security > Security by Feature > Contacts > Project Roles to clarify that the 'Disallow User From Creating Contacts For a Company' checkbox denies the user the ability to create new company contact in the Project Contacts screen.	General update (00511270).
	Updated CMiC Field Security > Security by Feature > Drawing Management > Project Roles to indicate that privileges for both Drawings document type and Drawing Management document type, need to be completed.	General update.
	Updated CMiC Field Security > Security by Feature > Drawing Management > Project Roles to update the privilege title from “View All Annotations (Public and Private)” to “View Draft Annotations.”	Updated for Patch V12-019 (CF-12395/23.75802).
	Updated CMiC Field Security > Security by Feature > PCIs > Project Roles to add details about the 'Allow Batch Edit on PCI' privilege.	Updated for Patch V12-019 (22.63665).
	Updated CMiC Field Security > Security by Feature > Punch Lists > Security Roles to add the Punch List Item Status menu item.	General update.
	Updated CMiC Field Security > Security by Feature > RFIs > Project Roles to clarify that the Receive Partner RFI privilege allows the user to receive RFIs from P-Type users.	General update.
	Updated CMiC Field Security > Security by Feature > RFIs > Security Roles to include details about the RFI – Make Record Public security setting.	Updated for Patch V12-019 (CF-512/22.64230).
	Updated CMiC Field Security > Security by Feature > Submittals > Security Roles to include details about the Submittal – Make Record Public security setting.	Updated for Patch V12-019 (CF-4823/22.64519).
	Updated CMiC Field Security > Security Roles > Creating a Security Role section to add details to the description for the 'Admin' checkbox to indicate that users with this box checked on their security role can view records that are in unsubmitted/pending status created by users from a different company.	General update (00487851, 00415062).
	Updated CMiC Field Security > Security Roles > Role Privileges – Section to add more detail to the field description for the 'View All Records Associated with Business Partner' checkbox description.	Updated for Patch V12-019 (CF-8766/23.75343).
	Updated CMiC Field Security > Project Roles > Creating a Project Role to change the "E-Time Approver" and "E-Time Approver Priority" fields to "Crewtime Approver" and "Crewtime Approver Priority".	General update.
	Updated CMiC Field Security > Contacts > System Contact Info – Tab to add details to the 'Collab User' checkbox.	General update.
	Updated CMiC Field Security > Contacts > E-mail Notifications – Tab to add details under the Actions (Submittals) field to indicate that notifications are still generated when the 'Submittal Status Update by Last Submittal Review Cycle' checkbox is unchecked on the Submittal tab of the Project System Options screen.	Updated for Patch V12-019 (CF-9966/23.71436).
	Updated Communication Management > Project Calendar section to update the screenshots to reflect the latest version of the software and remove details about the [Outlook Import/Export] button.	General update.
	Updated Communication Management > Project Contact Directory > PM Role Privilege to Disallow Users From Creating Company Contacts section to add a note to clarify that the 'Disallow Users From Creating Company Contacts' privilege only applies to the Project Contact Directory screen.	General update (00511270).
	Updated Communication Management > Meeting Minutes > Saving and Publishing Meetings section to clarify the settings that must be defined for an attendee to receive an email notification.	General update (00513622).
	Updated Communication Management > Meeting Minutes > Entering Meeting Minutes section to provide details about the new action item title which has been formatted to help distinguish between multiple action items under an agenda item. Also, the first "For" contact on the action item will be displayed, followed by a "+" to indicate any additional contacts.	Updated for Patch V12-019 (CF-8306/23.75167) and (CF-6491/23.75686).
	Updated Communication Management > Project Contact Directory > Project Contact Detail – Tab section to update the Company field's description to include the AKA field in the pop-up window.	Updated for Patch V12-019 (22.65310).
	Updated Communication Management > Project Contact Directory > Project Contact Detail – Tab section as follows: Added more detail to the Company field to indicate that address and contact details for the selected company may default into the Address and Contact Information sections of the screen, which are coming from the Company record in the General Ledger module. Added more security details to the Contact Code field. Updated the description for the 'Project Only Contact' checkbox. Also added a new description for 'Collab User' checkbox. Added a new description for the 'User ID' checkbox.	General update.
	Updated Communication Management > Project Contact Directory > Project Contact Detail – Tab section to update the description for the 'Bid Contact' checkbox.	General update (00492605).
	Updated Communication Management > Transmittals section to include a subsection for the History tab.	General update (00495498).
	Updated Communication Management > Transmittals > Printing a Transmittal Record section to clarify that attachments can not be embedded in transmittal reports.	General update.
	Updated Communication Management > Transmittals section to apply standard formatting and improve how content is displayed.	General update.
	Updated Communication Management > RFIs > RFI Detail - Tab section to provide details about the Closed Date field.	Updated for Patch V12-019 (21.50071).
	Updated Communication Management > RFIs > RFI Detail - Tab section to clarify how RFI statuses are managed in the Status field.	General update (CF-13679).
	Updated Communication Management > RFIs > RFI Detail - Tab section to provide details about the 'Public Record' checkbox.	Updated for Patch V12-019 (CF-512/22.64230).
	Updated Communication Management > RFIs > RFI Detail - Tab section to clarify the Cost Impact and Cost Amount fields to indicate that the default is not set to "No".	Updated for Patch V12-019 (23.71332).
	Updated Communication Management > Issues > Issue Detail – Tab section to clarify how the 'Internal Issue' checkbox is used.	General update (00493106).
	Updated Communication Management > Issues > Issue Detail – Tab section to provide more detail to the Status field to indicate where these codes are maintained.	General update (00519160).
	Updated Document Management > Submittals > Submittal Detail - Tab section to provide details about the 'Public Record' checkbox.	Updated for Patch V12-019 (CF-4823/22.64519).
	Updated Document Management > Submittals > Submittal Detail - Tab section to provide details about the Submitted field and the Closed Date field.	Updated for Patch V12-019 (21.50071).
	Updated Document Management > Submittals > Submittal Batch Edits section to add a note to clarify that the batch edit feature does not replace existing values in instances where the field contains more than one entry, it appends it to the end of the list.	General update (00488727).
	Updated Document Management > Document Packages to re-name the section with "Classic" and to update the screenshot.	General update.
	Updated Document Management > Document Packages to document the new Document Packages screen.	General update.
	Updated Document Management > Document Options Setup > Document - Tab section to add a note to the Document ID Mask field to indicate that this field can accommodate up to 100 characters.	Updated for Patch V12-019 (23.67372).
	Updated Document Management > Drawings section to update the screenshots and details to reflect the latest annotation toolbar.	General update (7783).
	Updated Document Management > Drawings > Drawing Viewer > Header Icons section to indicate that the Download option downloads draft and published annotations.	General update (00516186).
	Updated Document Management > Drawings section with a new subsection for Share Drawing Sheets.	General update (00503791).
	Updated Document Management > Drawing and Specs Upload and Extraction Tool section with a new section for File Naming Convention.	General update.
	Updated Document Management > Drawing and Specs Upload and Extraction Tool > Drawing and Specifications Extraction Job Log > Notify section to indicate that recipients will receive an email notification containing a 'View Drawings' link that directs them to the corresponding Drawing record in Construct PM.	Updated for Patch V12-019 (CF-9219/23.73104).
	Updated Document Management > Drawing and Specs Upload and Extraction Tool > Review Extraction Results > Specification Extraction section to add a note to indicate that the Division field can be edited using a drop-down menu.	Updated for Patch V12-019 (23.69362).
	Updated Bid Management > Bid Item Entry & Import > Configuring the Bid Items View section to add a note to the description for the [Configure View] button to indicate how widths are adjusted when configuring the view.	General update (00487477).
	Updated Budget & Cost Management > Subcontracts > Subcontract Detail – Tab > Contract Type to add more detail to the Contract Type field description.	General update (16.20746).
	Updated Budget & Cost Management > Subcontracts > Accounting - Section to add details about the Bank Account Detail Fields.	Updated for Patch V12-019 (21.47970).
	Updated Budget & Cost Management > Subcontracts > Accounting - Section to add details to the 'Default Taxes' checkbox and the Tax1, Tax2, Tax3 fields to clarify how they are used.	General update (PC-7050).
	Updated Budget & Cost Management > Subcontracts > Participation – Tab to add more detail about how this tab is used.	General update.
	Updated Budget & Cost Management > Subcontracts > Schedule of Values – Section to add details about the JB Bill Code field.	Updated for Patch V12-019 (22.63665).
	Updated Budget & Cost Management > Subcontracts > Subcontract Change Orders to document that users can print selected SCCOs in English or French by pressing the [Print] button.	Updated for Patch V12-019.
	Updated Budget & Cost Management > Potential Change Items section to include details about the [Batch Edit] button and the related project role privilege.	Updated for Patch V12-019 (22.63665).
	Updated Budget & Cost Management > Potential Change Items section to add a new subsection for PCI Projection (Split Commitments).	Updated for Patch V12-019 (PC-7553/23.77082).
	Updated Budget & Cost Management > Potential Change Items > PCI Detail – Tab > PCI Code – Section section to clarify how the Reason Code field is used.	General update (00515125).
	Updated Budget & Cost Management > Potential Change Items > PCI Detail – Tab > PCI Details – Section section to provide details about the 'Default Bill Code' checkbox.	Updated for Patch V12-019 (23.66516). NOTE: This was released in a Patch 17 hotfix.
	Updated Budget & Cost Management > Potential Change Items > PCI Detail – Tab > PCI Details – Section to update screenshot for [Select Budget Lines] button to display columns available in pop-up window.	Updated for Patch V12-019 (PC-7314/22.64387).
Updated Budget & Cost Management > Potential Change Items > PCI Detail – Tab > PCI Details – Section to add details about how this section can be converted to a standard system log by assigning the security role privilege 'Endless Scroll for PCI Details'.	Updated for Patch V12-019 (PC-2816/20.35286).
Updated Budget & Cost Management > Potential Change Items > RFQ – Tab to clarify how this tab is used. Added information about the Status field and included some additional details to the [Broadcast RFQs] button.	General update (17.40032- Patch V12-003-1).
Updated Budget & Cost Management > Potential Change Items > Importing PCI Details > PCI Import File Details section to update the import file to include details about the Default Bill Code field.	Updated for Patch V12-019 (23.66516). NOTE: This was released in a Patch 17 hotfix.
Updated Budget & Cost Management > Potential Change Items > PCI Detail – Tab > Main Toolbar Buttons section to add details to the [Print PCI] button about selecting reports for printing (e.g., PCI Approval Sheet).	General update (00429976).
Updated Budget & Cost Management > Potential Change Items > PCI Markup Rules section to provide details in the Job field description for the "Inherited" option.	General update.
Updated Budget & Cost Management > Potential Change Items > PCI Markup Rules section to provide details about the Level field.	General update (00492880).
Updated Budget & Cost Management > Potential Change Items section to add a new subsection for PCI Projection.	General update.
Updated Budget & Cost Management > Owner Change Orders to improve the flow of the fields and to clarify how this screen is used.	General update.
Updated Budget & Cost Management > Owner Change Orders > Change Numbers - Tab to add more detail to the JB Contract field description. Included details about the the 'Allow Only PCIs Associated with JB Contract in OCO' checkbox, located on the Change Management tab of the Company Control screen.	General update (16.15287).
Updated Budget & Cost Management > Owner Change Orders > Summary section to detail how the "Date of Substantial Completion as of This Change Order Therefore is" field is used.	General update.
Updated Budget & Cost Management section with a new subsection for Contract Forecast (Split Commitments).	Updated for Patch V12-019 (PC-7553/23.77082).
Updated Budget & Cost Management > Request for Payment > RFP Detail - Tab > RFP Detail - Section to provide details about the following two new fields: Advance Payment Remaining Previous Amortization Amount	Updated for Patch V12-019 (PC-5605/23.73955).
Updated Site Management > Punch List Items > Punch List Item – Tab section to indicate under the Status field that these codes are maintained in the Punch List Item Status Maintenance screen.	General update.
Updated Site Management > Punch List Items > Punch List Item – Tab section to add details about the Change Item field and the [Create Change] button.	General update.
Updated Site Management > Project Checklists section to include a subsection for Reporting.	General update.
Updated File Maintenance > Local Tables > Checklist Template Maintenance > Checklist Templates – Tab > Edit Question > Question Type to add details about the "Question Type" option.	Updated for Patch V12-019 (CF-8572/23.69935).
Updated File Maintenance > Local Tables > Checklist Template Maintenance > Checklist Templates – Tab > Documents Ribbon - Section to indicate that the default document type for instructional documents being added to the Documents ribbon is read from the document type set under the "Media" PM object type in the Document Types tab on the Project System Options screen.	General update (00513530/00513659).
Updated File Maintenance > Local Tables > Checklist Template Maintenance > Template Specific Buttons section to re-name it as "Template Specific Icons" and added a new subsection for Security Icon.	General update.
Updated File Maintenance > Local Tables > Checklist Template Maintenance > Security Settings > General - Tab section with a new subsection titled Default which includes details about the 'Set as default Project Checklist' checkbox.	Updated for Patch V12-019 (23.70785).
Updated File Maintenance > Local Tables section with a subsection for Forecast Status.	General update 00489383.
Updated File Maintenance > Local Tables section with a subsection for Column Configuration.	Updated for Patch V12-019 (PC-2816/20.35286).
Updated File Maintenance > Local Tables > Location Code Maintenance section to update the description for the [Generate QR] button to include details about the new Duplicates/Unique toggle, Description/Location toggle, and the option to print up to 20 QR codes per sheet.	Updated for Patch V12-019 (CF-10509/23.73068).
Updated File Maintenance > Local Tables section with a new subsection for the Punch List Item Status Maintenance screen.	General update (19.71005).
Updated File Maintenance > Project System Options > General - Tab section to provide additional details to the 'Default SC Settings From Contract Type' checkbox.	General update (16.20746).
Updated File Maintenance > Project System Options > General - Tab section to clarify how the 'Bid Contacts By Company' checkbox is used.	General update.
Updated File Maintenance > Project System Options > General - Tab section to add descriptions for the following checkboxes: PCI Reason Note Required - Checkbox Show Deductive PCI Markup Setup flag in PCI Markup Rule - Checkbox Populate Bill Code for "Unit Price Contract" Job on PCI Detail records - Checkbox NOTE: Removed the 'Collaborate - Gateway SSO passthrough' checkbox.	General update.
Updated File Maintenance > Document Types - Tab section to clarify how the 'User Must Select Document Type' radio button is used. Also updated the note to reflect the name of the Construct PM app and related link to the Drawings article.	General update.
Updated File Maintenance > Menu Maintenance section with details about how the Standard/Custom link is used to toggle between the Default Menu and the Standard Menu.	General update.
Updated File Maintenance > Menu Maintenance > Construct PM Menu Item URLs section to add a new subsection for Construct Feature to explain how this new radio button is used.	Updated for Patch V12-019 (CF-10830/23.72584).
Updated File Maintenance > Company Control > Code Masks - Tab section to clarify how the [Copy Masks to Project] button is used.	General update.
Updated File Maintenance > Company Control > Defaults - Tab section to clarify how the 'Project Only Contact' checkbox and the 'Project Only Contact (On The Fly)' checkbox work.	General update.
Updated File Maintenance > Project Maintenance > Contract Types to clarify how the [Contract Types] button is used for creating contract types at the project level.	General update.
Updated File Maintenance > Project Maintenance > General - Tab > Collaboration - Section to clarify that maximum length of the URL for the Project Photo URL field and the Start Page URL field is 2000 characters.	General update.
Updated File Maintenance > Project Maintenance > Default - Tab section to clarify how the 'Include Partner Abbreviation in External RFI' checkbox is used in the [Mask] button's pop-up window.	General update.
Updated File Maintenance > Project Maintenance > Key Players (Assignment) - Tab section to include details in the Company, Contact field description about the AKA field.	Updated for Patch V12-019 (22.65310).
Updated File Maintenance > Project Maintenance > Key Players (Assignment) - Tab section to include details in the 'CC' checkbox field to indicate which PM objects are impacted.	General update (00496974).
Updated File Maintenance > Project Maintenance > Defaults - Tab section to include details in the RFI Contact field description about the AKA field.	Updated for Patch V12-019 (22.65310).
Updated File Maintenance > Contract Type Maintenance section to clarify how this screen is used to create contract types at the company level.	General update.
Updated File Maintenance > User-Defined Log Types section to add more details about how this screen is used.	General update.
Updated File Maintenance section to include a subsection for User-Defined Logs.	General update.
Updated Customizing Your Workspace > Customizing the Logs section to clarify what features are available for customizing logs.	General update.
Added quick guide for Creating BI Reports from Project Checklists.	General update.
Added quick guide for Locate the Version of a JSP Screen.	General update.
CMiC I/O - R12	Reviewed and updated Required Setup to improve flow and formatting of the content in this section. Added more detail where required.	General update.
CMiC I/O - R12	Updated Using CMiC I/O with a new subsection for I/O Email Subject Line.	General update.
Contract Forecast with PCI Projections - R12	Updated Contract Forecasting with PCI Projections > Main Toolbar Buttons section to add a cross-reference to the [Assign Status] button to indicate that forecast status codes are created in the Forecast Status Maintenance screen.	General update (00489383).
	Updated Contract Forecasting with PCI Projections > Main Toolbar Buttons section to add a note to the description for the [Configure View] button to indicate how widths are adjusted when configuring the view.	General update (00487477).
	Updated Contract Forecasting with PCI Projections > Bill Codes (Detail) - Section to include a note in the Billed To Date description to indicate this column excludes B type transactions entered outside of the Job Billing module.	General update (00488967).
	Updated Contract Forecasting with PCI Projections > Revenue Forecast Amount Calculation for Various Billing Types section to clarify how the Revenue Forecast is calculated for UPHS.	General update (00485012).
	Updated Contract Forecasting with PCI Projections > Revenue Forecast Amount Calculation for Various Billing Types section to correct the duplicate entry for "PC" billing type and modify the second instance to "PCV". Also included a note at the end of the table to provide further clarification.	General update.
	Updated Contract Forecasting with PCI Projections > Table of Column Definition section to update table row for Ref #6 - % Complete row to clarify that the existing calculation is for the Amount Method. Added more detail for the calculation to be used for the Productivity Method.	General update.
	Updated Contract Forecasting with PCI Projections > Table of Column Definition section to update table row for Ref #13 - Cost To Complete row to provide updates formulas. Cost to Complete now excludes Pending Internal Cost To Complete amount.	Updated for Patch V12-019 (23.78416).
	Updated Contract Forecasting with PCI Projections > Table of Column Definition section to update table row for Ref #23 - Billed To Date with a note to indicate this column excludes B type transactions entered outside of the Job Billing module.	General update (00488967).
	Updated Contract Forecasting with PCI Projections > Table of Column Definition section to include a new table row for Ref #28, which includes a description for the new Pending Spent/Committed column.	General update (00488631).
	Updated Contract Forecasting with PCI Projections > Table of Column Definition section to include a note with a cross-reference to the Bill Codes - Section for details on columns not covered in the current column.	General update (00486242).
	Updated Contract Forecasting with PCI Projections > Color Highlights and Hover Text for Cost to Complete and Cost Forecast Columns section to update the hover text on the orange contract forecasting highlights to “Spent/Committed exceeds the override from the previous forecast”.	General update (00488797).
	Updated Contract Forecasting with PCI Projections > Color Highlights and Hover Text for Cost to Complete and Cost Forecast Columns section to update the color of the Projected Cost Forecast (Incl. CO) from orange to light green.	General update (00488797).
	Added a new section for PCI Projection (Split Commitments).	Updated for V12-019 (PC-7553/23.77082).
	Added a new section for Contract Forecast (Split Commitments).	Updated for V12-019 (PC-7553/23.77082).
CMiC I/O - R12	Reviewed and updated Required Setup to improve flow and formatting of the content in this section. Added more detail where required.	General update.
CMiC I/O - R12	Updated Using CMiC I/O with a new subsection for I/O Email Subject Line.	General update.
Corpay Integration - R12	Added a new section for Handling Credit Invoices.	General update.
DocuSign Integration - R12	Updated DocuSign Authentication Using OAuth2.0 section with a note to indicate that the setup described is for Enterprise clients and Cloud clients follow a separate, shorter setup process.	General update.
	Updated DocuSign Authentication Using OAuth2.0 > DocuSign OAuth2.0 Setup Guide for DEMO > Setting Up Your Integration Key with DocuSign > Create a Secret Key section to update the screenshot and details in Step 1.	General update.
	Updated DocuSign Authentication Using OAuth2.0 > DocuSign OAuth2.0 Setup Guide for DEMO > Adding Your Integration Key and Secret Key to CMiC in Project System Options section to update Step 4 to indicate that this is for all JSP servers (including Collab) and for all environments (PROD/TRAIN/TEST/etc).	General update.
	Added a new section titled "DocuSign Authentication Using OAuth2.0 - Cloud" to explain the setup required for Cloud clients.	General update.
Enterprise Content Management - R12	Updated CMiC ECM in MS Outlook section with "Classic" label to distinguish between this version and the new CMiC for Outlook version.	Updated for V12-019.
	Added new section for CMiC for Outlook.	Updated for V12-019.
	Updated Search & Indexer section with a disclaimer to indicate that CMiC Search is an administrative-level search tool that has unrestricted access to the entire software database. Access to this tool should be limited to administrators as the search does not adhere to security standards and will return results across all companies, jobs, etc.	General update.
	Added a new quick guide for Upload ECM Documents to 2nd Party Check.	Updated for V12-019 (ECMDEV-2289/23.72400).
	Added a new quick guide for Upload ECM Documents to AP Manual Check.	Updated for V12-019 (ECMDEV-2289/23.72400).
Equipment Costing – R12	Updated Enter New Equipment > Equipment – Section > Transaction Codes – Tab > Transaction Codes – Section to include details in the Code field about deleting (i.e., removing) a transaction code from a piece of equipment.	General update (00514747).
	Updated Transactions (Processing) > Time Entry section to indicate under the Crew Code field description that these codes are maintained in the Real Crews screen.	General update (00521533).
	Updated Transactions (Processing) > Location Transfers > Equipment Selection – Section to replace references to the [Select All] and [Unselect All] buttons with the new 'Select All' checkbox.	Updated for Patch V12-019 (23.72309).
	Updated Setup > Working Days > Working Days - Section to document that all days are now set as working days (i.e., Yes) in the Work field by default when new records are populated for a month and year.	Updated for Patch V12-019 (23.74449).
ESS Administrators - R12	Updated Manager Self Service > Open Enrollment Status section to include details about the Updated By column and to update the name to "Benefit Enrollment Approval".	Updated for Patch V12-019 (23.68689).
	Updated Manager Self Service > Open Enrollment Approval section to include details about the Updated By column.	Updated for Patch V12-019 (23.68689).
	Updated Manager Self Service > Qualifying Event Status section to include details about the Event Updated By and OE Updated By columns.	Updated for Patch V12-019 (23.68689).
	Updated Manager Self Service > Qualifying Event Approval section to include details about the Updated By column.	Updated for Patch V12-019 (23.68689).
	Updated Manager Self Service with a new subsection for Status Log Of Dependents.	General update.
	Updated Manager Self Service with a new subsection for Timesheet Approval.	General update.
	Updated Manager Self Service with a new subsection for Employee W-4 List.	General update.
ESS Employees and Applicants - R12	Updated ESS Employee Setup > Step 1: Grant Access to ESS section to provide an updated screenshot of the Employee Self-Service Maintenance screen.	General update.
E-Time - R12	Updated E-Timesheet > Personal Time > E-Timesheet Entry > Period - Section > Job - Section to revise the field description name from "Cost Type" to "Category" and to add more detail to the description to explain how the cost code/category code fields work.	General update (00496563).
	Updated E-Timesheet > Crew & Mechanic Time > Crew Time & Mechanic Time section with additional details to clarify how this screen is used. Included subsections for Employee Time Category Defaults and Equipment Time Defaults. Moved details about buttons to Crew Timesheet Entry section.	General update.
	Updated E-Timesheet > Crew & Mechanic Time > Reports > Crew Timesheet Edit List section to document the Timesheet Type field.	General update (00449928).
	Updated Setup > Access Codes > Access Codes Maintenance section to add a note to indicate that the 'Change Password' checkbox is only available for group access codes.	General update.
	Updated Setup > Access Codes > Access Codes Maintenance > Use Direct Access Code Emails section to update the name of the fields as follows: Timesheet Approval Email E-mail for Unapproval Timesheets or Expenses Expense Approval Email	General update (00494129 and 00478192).
	Updated Setup > Access Codes > Access Codes Maintenance > Use Employee Profile Emails (Based on Access Code Approver) section to update the name of the fields as follows: Timesheet/Expense Approval Email Timesheet/Expense Unapproval Email Also clarified under the Timesheet/Expense Approval Email field that this email is based on the approver assigned to the access code with the highest priority level.	General update (00494129 and 00478192).
	Updated Setup > Access Codes Administration > Employees – Tab to update the screenshot to accurately display the Owner's column with checkboxes.	General update.
	Updated Setup > Access Codes Administration > Employees – Tab to add a note to the 'Filter For Approver' checkbox to indicate that if this option is enabled, all access codes must only have one employee under the Employee tab checked for 'Filter for Approver'.	General update.
	Updated Setup > Access Codes Administration > Approver – Tab to indicate under the Priority Level field description that for E-Timesheet approval emails, the system first looks at the approver with the highest priority level, then proceeds to that approver's access code setup and sends a notification to the timesheet approval email tied to the access code.	General update (00494129 and 00478192).
	Updated Setup > E-Time Role Maintenance > E-Time Role Setup > Crewtime section to provide details about the following checkboxes: Allow to Pull Hours from Check-In App - Checkbox Allow to Edit Posted Units - Checkbox	General update.
	Updated Setup > E-Time Role Maintenance > E-Time Role Setup > Administration section to provide details about the 'Default ETime Role' checkbox.	Updated for Patch V12-019 (22.61153).
	Updated Setup section with a new subsection for Crew Timesheet Configuration.	General update.
	Added new quick guide for Defining Default E-Time Roles.	Updated for Patch V12-019 (22.61153).
Fixed Assets - R12	Updated Managing Assets > Asset Maintenance > General - Tab section to update the Type field's description some additional details.	General update.
	Updated Managing Assets > Asset Maintenance > Depreciation - Tab section to update the flow of the fields to match the latest version of the screen. Also added more detail to the initial overview to highlight where details for the default straight line depreciation calculation method is located.	General update (00495194).
	Updated Managing Assets > Asset Maintenance > Depreciation - Tab section as follows: Updated the description for Depreciation Method, Default Method fields to indicate that when the field is set to "Declining Balance/Yearly", the Initial Depreciation, Initial Months, and Charge Depreciation In fields will be disabled. Updated Depreciation Calculation Methods section with two new subsections for Declining Balance (Monthly or Yearly) Depreciation and Half-Year Rule.	Updated for Patch V12-019 (22.61813 / FIN-10220).
	Updated Managing Assets > Asset Maintenance > Equipment Detail – Tab to add a note to indicate that the Actual Location field in the Fixed Assets module always displays the original actual location and not the current actual location.	General update (00515856).
	Updated Managing Assets > Entering Additions and Betterments section to update the description for the [Reset Expected Life] button to indicate that after this button is clicked, an alert pop-up window will be displayed.	Updated for Patch V12-019 (23.68214).
	Updated System Configuration > Asset Categories section to include details about the new option for "Declining Balance/Yearly" and the re-naming of "Declining Balance" to "Declining Balance/Yearly" in the Depreciation Method field.	Updated for Patch V12-019 (22.61813 / FIN-10220).
	Updated System Configuration > CCA Classes section to include details about the Half-Year Rule checkbox.	Updated for Patch V12-019 (22.61813 / FIN-10220).
GC Monitor - R12	Updated GC Monitor – Screen > Selection Criteria – Section to clarify how the Cost Cutoff Date field works.	General update (00492471).
General Ledger - R12	Updated Setup > Maintain Companies > General Information – Tab > [Company Detail] – Button section to provide details about the 'Allow to Recognize Unrealized FX Gain/Loss' checkbox.	General update (00491499).
	Updated Transactions > Enter Transactions > Transaction – Section to add a note to the Post Date field regarding validation messages that will be issued based on the 'Validate Transaction Date Against Department Current Period' checkbox in the GL Control File is checked.	Updated for Patch V12-019 (24.80402 / FIN-13296).
	Updated Transactions > Enter Transactions > Entering Dispositions – Detail Section to add a note to indicate that the [Insert] and [Insert Multiple] buttons used for inserting dispositions are available after information is entered and saved in the Transaction section.	Updated for Patch V12-019 (23.67667 / FIN-10664).
	Updated Period End > Perform Preliminary Close (Optional) section to add a note to the Run the Preliminary Close field to clarify what alert message is displayed when the 'Validate Transaction Date Against Department Current Period' checkbox in the GL Control File is unchecked.	Updated for Patch V12-019 (24.80402 / FIN-13296).
	Updated Reports > Financial Document Formatter 2.0 section with the following new subsections: Maintain Consolidations Maintain Budgets View Documents	Patch 19 updates (23.70726).
	Updated Reports > Financial Document Formatter 2.0 > Print Documents > Printing Options – Section section as follows: Added details about the [Create Consolidation Group] button. Re-named the 'Print' checkbox to 'Process'.	Updated for Patch V12-019 (23.71551 / FIN-10521).
	Updated Reports > Financial Document Formatter 2.0 > Print Documents > Documents – Section section as follows: Re-named to "Process Documents". Added [Process] button. Re-named original [Process] button to [Process & Print].	Updated for Patch V12-019 (23.71998 / FIN-10521).
	Updated Reports > Financial Document Formatter 2.0 > Create New Financial Document from Scratch > Part 1: Define Document Header section to update the description for Title to clarify how dates are entered.	General update (00442729, 00485061).
	Updated Reports > Financial Document Formatter 2.0 > Create New Financial Document from Scratch > Part 1: Define Document Header section to add details to the Title field regarding the Information icon which explains how to use the tags to create dynamic titles.	Updated for Patch V12-019 (23.73389 / FIN-10521).
	Updated Reports > Financial Document Formatter 2.0 > Create New Financial Document from Scratch > Part 1: Define Document Header section to add details to the Default Consolidation Code field about the "Entered at Runtime" option.	Updated for Patch V12-019 (23.71551 / FIN-10521).
	Updated Reports > Financial Document Formatter 2.0 > Create New Financial Document from Scratch section to add a new subsection for Part 5: Preview and Analytics.	Updated for Patch V12-019 (FIN-10707).
	Updated Reports > Financial Document Formatter 2.0 > Create New Financial Document from Scratch > Part 3: Document Column Formatting > Yearly Financial Data Column – Creation section to update the Prior yr period balance column to "Previous year period YTD balance".	General update (00490903).
	Updated Reports > Financial Document Formatter 2.0 > Create New Financial Document from Scratch > Part 1: Define Document Header section to add a note to the Chart Code field to clarify that the Chart Code field is locked as soon as a row/column is created and saved.	General update (00493388).
	Updated Reports > Financial Document Formatter 2.0 > Copy Document section to add a note to clarify that the Chart Code field is locked as soon as a row/column is created and saved.	General update (00493388).
	Updated Reports > Financial Document Formatter 1.0 > Create New Financial Document from Scratch > Part 2: Define Document Header section to update the description for Title to clarify how dates are entered.	General update (00442729, 00485061).
	Updated Reports > Journal Report section to clarify how the what the difference is between the From/To Account Sequence field and the From/To Account Code field.	General update.
	Updated Utilities > Bank Reconciliation > Reports – Bank Reconciliation section to update the screenshot to accurately reflect the location of the Check Reconciliation Reports in the AR and AP modules.	General update.
	Updated Utilities > Reverse/Recreate Posted Transactions section to clarify how this screen is used. Also added more detail to the radio buttons (e.g., Reverse, Recreate, and Both).	General update.
	Updated Utilities > Process Unrealized FX Gain/Loss section to indicate that to use this utility, the 'Allow to Recognize Unrealized FX Gain/Loss' checkbox must be checked in the [Company Detail> button's pop-up window, located on the Maintain Companies screen.	General update (00491499).
	Added a new quick guide for Recreating and Reversing Posted Transactions.	General update.
Getting Started - R12	Updated Customizing Enterprise Console > BI Catalog Builder section to update the screenshot to reflect the latest version of the software.	General update.
	Updated ADF Screens > Searches, Table Filters & Sorts > Search section to indicate that if data filter parameters have been defined and executed, then the [Search] button's color will change to the default screen color to indicate that a filter has been applied to the data.	Updated for Patch V12-019 (TOOL-1141).
	Updated ADF Screens > Searches, Table Filters & Sorts section with a new Site/User-Level Filters subsection to provide details about this feature is used.	General update.
	Updated ADF Screens > Help section to provide updated information for how this feature is used.	General update.
Greenshades - R12	Updated Integrating CMiC with Greenshades > Step 3: CMiC Setup for Integration with Greenshades > W-2 Reporting Setup > Create W-2 Export File for Greenshades section to provide details about the 'Include All Other Hours' checkbox and the [Other Hours Selection] button.	General update.
	Updated Integrating CMiC with Greenshades > Step 3: CMiC Setup for Integration with Greenshades as follows: Updated the 940 Reporting section with details about the [Prepare Data] button. Updated the 941 Reporting Setup > Create 941 Export File section with details about the [Prepare Data] button.	General update.
	Updated Reporting via Greenshades > 941 Reporting section to provide details about creating a 941 XML data file.	General update.
Human Capital Management - R12	Updated Applicant Self-Service & Applicant Management > Applicant Self-Service > Format for CMiC Cloud Clients section to update the link to Applicant Self-Service.	General update (00494582).
	Updated Compensation Management > Salary Planning section to provide details about the Compensation Change Status field.	General update.
	Updated File Maintenance > Employee Maintenance section as follows: Updated title to "Employee Self-Service Maintenance". Added details about the Warning icon. Added details about the purple and green highlights.	General update.
Human Resources - R12	Updated HR Setup > Local Tables > Control > General – Tab section with a description for the Reason Code To be Used From Compensation Management field.	General update.
	Updated Personnel > Employee Profile - Personal - Tab section to update the screenshot to reflect the latest version of the software.	Updated for Patch V12-019 (22.61178).
	Updated Personnel > Employee Dashboard section as follows: Provided details about the 'Disable IN/OUT Time checkbox on the Employee Access tab. Provided details about the [SSO User Access] button on the User Access tab. Updated [SSO Roles Preference] button to [SSO Roles HCM Defaults], as well as the screenshot for the pop-up window.	General update.
	Updated Personnel > Documents section to add details about the fields in the Selection Criteria subsection and to include the Effective Date field in the Documents subsection.	General update.
	Updated Personnel > Employee Relatives section to add more detail to explain how this screen is used. Re-named section to "Relatives" to be consistent with the name of the screen. Added descriptions for the Status field and the Status Effective Date field in the Relative Details tab. Reviewed the flow of the content to match the software.	General update.
	Updated Personnel > Employee Relatives section to remove note about the benefit and deduction enrollment programs being used to enter information about relatives as this is no longer the case.	Updated for Patch V12-019 (23.69178).
	Updated Personnel > Asset Tracking > Items By Employee/Applicant > Items Issued to Employee section to remove the Comp Code (Company Code) field and place it in the Items by Employee > Items Issued to Employee section.	General update.
	Updated Benefit and Deduction Administration > Benefits > Dependent Benefits to re-name the section to "Dependent Enrollment" and to indicate that the screen allows users to review dependents' enrollment at the plan option level. Added details about the Related Plan Option field.	Updated for Patch V12-019 (23.69178).
	Updated Benefit and Deduction Administration > Deductions > Master Deductions section with details about the following fields which are used to capture information for Vertex pre-tax calculations: Is this Deduction Deduction ID and Name Supplemental Deduction ID and Name	Updated for Patch V12-019 (23.71907).
	Updated Benefit and Deduction Administration > Deductions > Dependent Deductions to re-name the section to "Dependent Enrollment" and to indicate that the screen allows users to review dependents' enrollment at the plan option level.	Updated for Patch V12-019 (23.69178).
	Updated Benefit and Deduction Administration > Benefit and Deduction Plans to remove the descriptions for Dependent Coverage, Max Age in School, and Max Age Not in School, as these fields were moved to the Benefit/Deduction Plan Options screen.	General update (18.60548).
	Updated Benefit and Deduction Administration > Benefit and Deduction Plan Options to add the descriptions for Dependent Coverage, Max Age in School, and Max Age Not in School, as these fields were moved from the Benefit and Deduction Plans screen.	General update (18.60548).
	Updated Benefit and Deduction Administration > Benefit and Deduction Eligibility > Benefit and Deduction Setup section to document the 'Auto End' checkbox and the [End Disqualified Plan] button.	Updated for Patch V12-019 (23.69523).
	Updated Benefit and Deduction Administration > Benefit and Deduction Eligibility > Benefit and Deduction Setup section to re-format and improve the flow of information. Added updated screenshots, as well as details about the Health Care tab.	General update.
	Updated Benefit and Deduction Administration > Benefit and Deduction Table Bases section to provide details about the Annual Accrual Leave Cap field.	General update.
	Updated Benefit and Deduction Administration section with two subsections: Cobra Processing (Mail-Merge) Employee Receivables Invoices (Mail-Merge)	General update.
	Updated Applicants section as follows: Updated screenshot in Applicant Documents subsection to reflect the latest version of the screen which includes the Effective Date field. Added a subsection for Applicant Information, which indicates that this screen is hidden by default and that users should use a similar version of this screen in the HCM module.	General update.
	Updated Training and Certifications section with a new subsection for Required Course by Position.	General update.
	Updated Medical section with a new subsection for Print Work Modification Agreement.	General update.
	Updated Reports > EEO Reports > VETS-4212 section to describe how the total employees and protected veterans are calculated.	General update (00448560/22.62709).
Imaging – R12	Updated Imaging Setup section with a new subsection for System Options.	General update.
	Updated Imaging Setup > Imaging Control > Invoice Validation - Section to add a note to the 'RAD Invoice Amount Validation' checkbox to indicate that if you are a Cloud user and using the standard Cloud workflow to validate registered invoices, this box should not be checked. A custom workflow is required for its use.	General update.
	Updated Imaging Setup > Imaging Control > Image Manager Display Options – Section to document the 'Enable Table Search' checkbox.	General update.
	Updated Imaging Setup > Imaging Control > Workflow Notifications & Display Options – Section to document the Maximum Mass Approvals field.	General update.
	Updated Imaging Setup > Imaging Control > Image Manager – Section to document the following two fields: Packing Slip to Invoice Document Type Packing Slip to Invoice Source	General update.
	Updated Imaging Security > Step 3: Applying Object Type Security section with additional details and screenshots to help users understand how this step is completed.	General update.
International Payroll - R12	Added a Setup section to improve how setup information is organized.	General update.
	Updated Government Forms section to include a new subsection for T4 Summary Report.	General update for Patch 19.
	Updated Government Forms section to include a new subsection for UK RTI Feeds.	General update.
	Updated Government Forms section to include a new subsection for Employee Dental Care Maintenance.	Updated for Patch V12-019 (23.79098-HCM-9287).
	Updated Government Forms > ROE Form section to include details about the Employee Pick List field.	General update.
	Updated Government Forms > ROE Form section to add details about the [Box 17A] button.	Updated for Patch V12-019 (22.63203).
	Updated Government Forms > T4 Forms section to provide more details about the [Magnetic Media] button and the pop-up window that is launched when the button is pressed.	General update (00469704).
	Updated Government Forms > T4 Forms section to provide details about the [Email T4] button.	General update.
	Updated Calculations for Dubai Region > Pro-ration of Lump Sum Benefits section to create a new subsection for Non-Cash Benefits Pro-ration.	Updated for Patch V12-019 (23.79290-HCM 9286).
	Updated Calculations for Dubai Region > Employee Nationality, Employee Religion, and Airport Destination section reviewed and updated with some additional details.	Updated for Patch V12-019 (22.61083).
	Updated Calculations for Dubai Region > Employee Leaves Encashment section to provide details about the Sub Period field.	Updated for Patch V12-019 (23.69536).
	Updated Calculations for Dubai Region > Pay Stub PYSTB11C for the Dubai Region section to add details to indicate that this stub can also be printed with sub-periods by using the Sub Period field in the Pay Stub Printing screen.	Updated for Patch V12-019 (23.69536).
	Updated Calculations for Dubai Region section with a new subsection for Overriding the Cash Account for Dubai.	Updated for Patch V12-019 (22.61180).
	Updated Calculations for Dubai Region section with a new subsection for Advance Basic Wage and Advance Leave Payments.	Updated for Patch V12-019 (23.71195).
	Added a new section for Flight Benefits.	Updated for Patch V12-019 (23.69410).
	Added a new section for Include Benefit and Deduction in Package.	Updated for Patch V12-019 (23.77908-HCM-8692).
	Updated Frequently Asked Questions > Taxes section with a question regarding Canadian tax changes regarding the Canadian Dental Care Plan (CDCP) in 2024.	General update.
	Updated Frequently Asked Questions > Taxes section with a question regarding Canadian tax changes to the Canada Pension Plan (CPP) and the Quebec Pension Plan (QPP) in 2024. Includes an answer and a cross-reference to learn more about the changes being made.	General update.
	Added a Quick Guides section.	General update.
Inventory - R12	Updated Issuing Stock From Inventory > Issuing Allocated Items section to add details about the [Delivery Information] button.	Updated for Patch V12-019 (CAM-2476).
	Updated Transferring Stock > Transferring Against Requisitions section to add details about the [Delivery Information] button.	Updated for Patch V12-019 (CAM-2476).
	Updated Transferring Stock > Inventory Transfers without Requisitions section to add details about the [Delivery Information] button.	Updated for Patch V12-019 (CAM-2476).
	Updated Inventory Counts > Entering the Count > Items – Section to include details about the Type Name field.	Updated for Patch V12-019 (CAM-2303).
	Updated Queries > Item Query section to provide details about the [Cost Batch] button.	General update.
	Updated Queries > Item Query section to provide details about the [Query Data] button.	Updated for Patch V12-019 (CAM-1624).
	Updated Queries > Receipt Query section to include details about the Item Code, Item Name, Item Type, Item Type Name, Currency Code, and Receive Date fields.	Updated for Patch V12-019 (CAM-2366).
	Updated Setup > Warehouse Access section to update the description for the [Select WH] button to indicate that warehouses can now be imported using the standard import functionality.	Updated for Patch V12-019 (CAM-2845).
	Updated Reports > Inventory Status Report section to provide some details about the As of Date field.	General update (00464082).
Job Billing – R12	Updated Creating a Billing Contract > Contract Entry > Entering Contract Information section to clarify the description for the ‘Show Non-Recoverable Bill Codes’ checkbox.	General update (00490006)
	Updated Creating a Billing Contract > Contract Entry > Defaults – Tab section to update the description for the 'Use Release Retainage % From Last SC RFP' checkbox by deleting "The schedule lines must have their JB Bill code field populated."	General update.
	Updated Creating a Bill > Preparing the Billing section to document the following fields which are related to the Advance Payment functionality: Total Other Amount Previous Other Amount Current Other Amount Certified Amount	Updated for Patch V12-019 (21.49743).
	Updated Creating a Bill > Preparing the Billing > G/C Prepare Billing (General Contractor Prepare Billing) – Screen section with a new subsection for Advance Payment in GC Prepare Billing.	Updated for Patch V12-019 (23.73110).
	Updated Creating a Bill > Preparing the Billing > G/C Prepare Billing (General Contractor Prepare Billing) – Screen section to create a new subsection for the Retainage Columns in the Group Summary and Bill Code Detail Tabs.	Updated for Patch V12-019 (21.37940).
	Updated Queries > Transaction Detail Query section to add more detail about the Type column and Data Filters section.	General update.
	Updated Utilities > Void Posted Draw/Revision section with an updated screenshot to reflect the latest GUI updates made to this screen.	General update (00486456).
	Updated Queries > Job Billing Query section to add details about the filtering fields and checkboxes at the top of the query.	General update.
	Updated Queries > Job Billing Query section to document the MS Ovr, Ovr, and Ret Ovr columns in the [Details] pop-up window.	Updated for Patch V12-019 (23.66648).
	Updated Setup > Defining Invoice Formats > Overview section to include the JBPB_U151 invoice format.	Updated for Patch V12-019 (23.67431).
	Updated Setup > Defining Invoice Formats > Overview section to clarify the note. The link is now a more direct link to the Invoice Report Layouts. A similar note was also added to the description for the Invoice Report field, to help guide the user to the report layouts.	General update.
	Updated Setup > Defining Invoice Formats > Invoice Options – Tab section to provide details about the 'Print Engineer's Certificate of Payment' checkbox which is used to determine when standard AIA invoices will display the word "Engineer" instead of "Architect". Also applied some formatting updates.	Updated for Patch V12-019 (PC-5391/23.73883).
	Updated Setup > Defining Invoice Formats > Invoice Options – Tab section to provide details about the 'Print Verbiage (This Is Intended As a Proper Invoice)' checkbox.	Updated for Patch V12-019 (22.60211).
	Added a Reports section with details about each of the available standard reports.	General update.
	Updated Frequently Asked Questions section with details regarding JBBILL vs JBBILL2.	General update (00486456).
	Updated FAQ > Invoice Report Layouts section to include a note in the description for the Progress Billing type C_10 field, to provide details about the JBPB_C13 invoice format.	Updated for Patch V12-019 (23.66747).
	Added new quick guide for JBBILL vs JBBILL2.	General update (00486456).
Job Costing - R12	Updated Creating a Project > Enter Project section to clarify that only basic functionality for the Project Maintenance screen is covered here, as more detailed information exists in the CMiC Field guide.	General update.
	Updated Creating a Project > Enter Project section to provide details about the Expected Project Margin % field.	Updated for Patch V12-019 (23.71794).
	Updated Creating a Job > Enter Job - Screen > Job Billing – Tab section to re-word the 'Use Calculated Bill Rate From Payroll Function For GC Monitor’ checkbox (i.e., JOB_PYRL_BILL_RATE_FLG) to: 'Use Bill Rate From Payroll Function For GC Monitor.	General update (00490307).
	Updated Creating a Job > Enter Budget – Screen section to provide details regarding the [Create Contract] button and the [Assign Overhead Cost Rates] button.	General update
	Updated Creating a Job > Enter Budget – Screen > Budget Detail - Section to add a note under the 'Time Phased' checkbox description to indicate that since detailed time phased budgeting has been deprecated, the Synchronize, Synchronize All, Generate Time Phased Budget, and View/Edit Time Phased Budget buttons that are dependent on this checkbox are disabled. Also included details under the Spread Rule and Time Phased Variance fields, which are applicable if using Time Phased Budgeting, to indicate that the detailed time phased budgeting feature has been deprecated.	General update.
	Updated Working with Bid Jobs > Win/Lose Bid – Screen section to clarify how the Date, Post Date fields are used.	General update.
	Updated Processing Job Costs > Enter Cost Transaction > Transaction – Section to update the [Adjustment] button to include details about the Enter Job field and the [Query] button in the Enter Cost or Billing Transaction pop-up window.	Updated for Patch V12-019 (22.64193).
	Updated Processing Job Costs > Phase Quantity Completion (Job Unit Completion) section to provide details about the Projected Quantity field.	General upate (00461478).
	Updated Processing Job Costs > Phase Quantity Completion (Job Unit Completion) > Transaction Detail – Section to indicate that fields on this screen can either be manually entered or bulk imported.	Updated for Patch V12-019 (23.72408).
	Updated Forecasting > Enter Cost Forecast (Enter Manual Forecast) – Screen > Selection Criteria – Section to add a note for creating a target to the Enter Manual Forecast screen.	Updated for Patch V12-019 (23.67360).
	Updated Forecasting > GC Monitor section to clarify the where to find more details about using GC Monitor for forecasting.	General update.
	Updated Forecasting > Contract Forecast section to clarify the where to find more details about using forecasting in CMiC Field.	General update.
	Updated WIP Processing > Enter and Post WIP Adjustments – Screen > WIP Adjustment – Tab section to add a note to the 'Stored' checkbox to indicate that if there is a stored forecast from CMiC Field's Contract Forecasting screen, the Projected Cost field's amount will pull from the stored forecast.	General update (00490667).
	Updated WIP Processing > Enter and Post WIP Adjustments – Screen > WIP Adjustment – Tab section to provide details about the Source field.	Updated for Patch V12-019 (23.71794).
	Updated WIP Processing > Print WIP Report – Screen section with an example of the WIP Report.	General update.
	Updated Logs > Transaction Detail – Screen > Customizing Display section to add details about the Type column.	General update.
	Updated Reports > Available Reports for Job Costing section to add the Monthly Detailed Job Cost Report.	Updated for Patch V12-019 (PC-5320/23.73709).
	Updated Utilities > Recalculations > Correct JC Structure – Screen section to add a note to indicate that updating any controlling cost codes or categories will update the cost code structure for jobs, especially when jobs are still in "Pending" status.	General update (00495967).
	Updated Utilities > Import > Foreign Batch Import > ASCII File Layouts – Import for Single & Multi Companies section with additional details on the pop-up window launched from the [Single Company Import] or [Multi Company Import] buttons.	General update.
	Updated Utilities > Import section with a new subsection for Foreign Job Import.	General update.
	Updated Utilities section with a new subsection for Revise Budget.	General update (00497369).
	Updated Utilitiessection with a new subsection for Multiple Batch Posting Utility.	Updated for Patch V12-019 (23.73958).
	Updated Setup > Set User Defaults – Screen section to clarify the description for the [PM User Default] - Button to indicate that the ‘Propagate Default Company to Relevant Systems’ checkbox is used for setting or updating the defaults of PM-related modules like Job Costing, Job Billing, Subcontract Management, Change Management, and Work Order Billing.	General update.
	Updated Setup > Control File – Screen > Job Setup – Tab section to provide details about the 'Unique Cost Code Across Templates' checkbox.	Updated for Patch V12-019 (22.60044).
	Updated Setup > Control File – Screen > Accounting – Tab section to clarify that the Revenue WIP Adjustment field and the 'Always Use' checkbox are distinctive fields that are used together.	General update.
	Updated Setup > Control File – Screen > Budget – Tab section to provide details about the 'Validate Cost Code Master' checkbox. (This checkbox was moved from System Data > Setup > System Options > Projects - Tab.)	Updated for Patch V12-019 (22.60044).
	Updated Setup > Control File – Screen > Forecasting – Tab section to provide details about the 'GC Monitor Considers PY Holiday Setup’ checkbox.	Updated for Patch V12-019 (22.61584).
	Updated Setup > Control File – Screen > Forecasting – Tab section to provide details about the 'Notes To Be Carried Forward Through Periods' checkbox.	Updated for Patch V12-019 (23.73244).
	Updated Setup > Control File – Screen > WIP – Tab > WIP Source Field Definitions section to update Case 2 with a note to indicate that if there is a stored forecast from CMiC Field's Contract Forecasting screen, the Projected Cost field's amount will pull from the stored forecast.	General update (00490667).
	Updated Quick Guides section with a new quick guide for Using the User Extensions on the Foreign Job Budget Import.	General update.
Kofax Integration - R12	Updated CMiC Validation > URLs for Kofax Validation section with updated URLs.	General update.
Lite Editor - R12	Updated Diagnostic Tool section as follows: Moved this section to the System Data guide. Updated Selection Criteria – Section to include details about the "ALL" option available in the Program field and to remove the [Run Diagnostics] button. Updated Customizations – Tab to update details for the Level Type field and add the Standard Value field. Updated Diagnostic - Tab to clarify how this tab is used.	Updated for Patch V12-019 (21.42634).
Lite Editor - R12	Updated Quick Guide > Add BI Visualization to UIRuntime Program in Lite Editor using BiFrame > Copy the Visualization ID and Parameter List Name in BI Dashboard Builder > Parameter List section to clarify how the parameter list visualization ID is linked to the program filter.	General update.
Material Sales - R12	Updated Producing Tickets > Ticket Entry section to include details about the following fields which are hidden by default in the Ticket Entry screen and can be added using the Lite Editor: Foreman, PO Line, Sold As Item, Sold As Item Class, Sold As Item Location, and Sold as Item Type. They are used to support third-party software and are not mandatory to create a ticket.	Updated for Patch V12-019 (CAM-1146).
	Updated Utilities section with a new subsection for Mass Update Tickets.	Updated for Patch V12-019 (CAM-1146).
	Updated Setup > Control File > Trucker’s Payroll – Tab section to add details about the following new fields: Hold All New Trucker Payroll Invoices - Checkbox External TP Invoice Series Code	Updated for Patch V12-019 (CAM-2165).
Microsoft Integration Package - R12	Updated Document Merge with Microsoft Word > Create MIP Word® Document using Microsoft Word® Based Template > Step 1: Register Data Source to use in MIP Word® Document section to add details about the Table/View Owner Name column.	General update.
	Updated Create MIP Word® Document using Microsoft Word® Based Template > Step 3: Create MIP Word® Document Definition section to update the screenshot to reflect the latest version of the screen. Also included details about the Data Source Owner field and the Alias field.	General update.
	Updated Frequently Asked Questions section with a new question regarding Macros being blocked by default in Microsoft 365.	General update.
	Added a new quick guide for Embedding Fonts in a MIP Template.	General update.
Opportunity Management - R12	Updated Organizations > Classification – Tab section to add the new fields available on this tab (e.g., Code, Certifying Agency, Certificate Numbers, Start Date, Expiration Date).	Updated for Patch V12-019 (CAM-1801).
	Updated Opportunities > Team - Tab > Opportunity Team (Key Players) – Section section to update the Resource Planning screenshot to reflect the latest version of the software.	General update.
	Updated Opportunities section to add a new subsection for the Temporary Demobilization Tracking tab.	Updated for Patch V12-019 (CAM-1841).
	Updated My Action Items > Item - Tab section to clarify that for action item alerts to work properly, the date and time provided in the Alert Date and Alert Time fields must be in the future.	General update (00487335).
	Added new section for Store Opportunity Forecast.	General update (00515542).
	Updated Reports > Surety Job Summary Report section to clarify how this report is generated.	General update (00459889).
PM Exchange - R12	Updated Procore Integrations > CMiC Communications and Documents Sync to update and re-organize the details for this section.	General update.
PM Exchange - R12	Updated Procore Integrations > CMiC Financials for Procore > Pre-requisites and First-Time Setup section to update the First-Time Setup form, and to indicate that in addition to attaching the completed form to a Support case, it should also be submitted to the Implementation team for next steps.	General update.
Pay Request - R12	Updated Publish Pay Request Project > Register Project in Data Exchange section to update the required objects and documents that must be selected for Pay Request.	General update.
	Updated Sign Pay Request Documents section to add a new subsection for Mandatory User-Defined Documents.	General update.
	Updated Pay Request Setup > Requirements section to update the requirements. Added more details and steps to clarify the expected setup.	General update.
	Updated Pay Request Control section to add details about the Active toggle and how it is used on this screen.	General update (GCS1-777).
	Updated CMiC Collaborate > User Access Administration > Pay Request Administration section with updated screenshots and details about the Pay Request Control screen.	General update.
Process Builder - R12	Updated screenshots throughout guide to reflect latest GUI in software.	General update.
Process Builder - R12	Updated Process Builder – Screen > Process Flow Parameters – Section to add a detail to the To Step Parameter Name field in the last paragraph that to define a custom target, users should refer to Create New Target in Treeview Builder.	General update (00500268, 00492358).
Project Gateway - R12	Created a new section for Deregistering Duplicate Contacts in Gateway.	General update (00491514).
Purchase Order - R12	Updated Enter Purchase Order > Purchase Order – Section to add details to the PO Number field about where to learn more about using unused reserved PO numbers.	General update.
	Updated Enter Purchase Order > Purchase Order – Section > General - Tab > Header Detail section to add a note to the Normal Receiving field to indicate if a PO is set for manual receiving, its corresponding change orders should also be set for manual receiving. However, if the PO is set for automatic receiving, its corresponding change orders can be set for either manual or automatic receiving.	General update.
	Updated Enter Purchase Order > Purchase Order – Section > Defaults (PO Terms) – Tab section to add a new subsection for Advance Payment.	Updated for Patch V12-019 (FIN-10821).
	Updated Enter Purchase Order > Purchase Order Detail – Section > Line Item Details section to add a note to the description for the Tax 1, 2 and 3 and Taxable checkboxes to clarify that in order for the taxes to automatically populate, an item code must be entered first in the Item field.	General update (00518554).
	Updated Enter Purchase Order > Purchase Order Detail – Section > Line Item Details section to add details about the Comments field.	General update (23.75117).
	Updated Change Orders > Overview of PO Change Orders section to indicate that a change order can be entered against a posted purchase order with a status of "Processed" or "Received". If a purchase order is in "Closed" status, it can be opened using the Close/Re-open Purchase Order screen so a change order can be added.	General update (00518229).
	Updated Queries > PO Query By Vendor > Outstanding Items - Section to indicate that the columns Item Name, Item Type Name, and Ordered Amount are hidden by default but can be added using Lite Editor.	Updated for Patch V12-019 (CAM-2329).
	Updated Queries > PO Query By Job section to indicate that the columns Currency Code, Tax Code 1, Tax Code 2, and Tax Code 3 in the Detail section are hidden by default but can be added using Lite Editor. Also re-formatted this section to include subsections for Selection Criteria and Details.	Updated for Patch V12-019 (CAM-2495).
	Updated Queries > PO Query By Job section to indicate that this query screen is updated as soon as a PO is entered and saved, and posting is not required for the PO to appear in the query.	General update.
	Updated Setup > Control - Screen > Purchase Order Defaults – Tab > Masks section to clarify how masks are used. Also added a note to provide more information about using the PO Res. Group Mask field and the 'Update Unused Reserved PO Number' checkbox.	General update.
	Updated Setup > Control - Screen > Purchase Order Defaults – Tab > Other section with updated details for the 'Populate Item Description To Line Comment' checkbox.	General update (23.75117).
	Updated Setup > Control - Screen > Posting – Tab > Security Flags section to clarify how the 'Increase Commitments To Match Higher Cost' checkbox is used.	General update (00487665).
	Updated Setup > User ID Cross-Reference section to add a note to the Signature Patch field to indicate that this is a custom report option and not used in standard reports.	General update (00499428).
	Update Maintain Business Partners – Screen > Classification – Tab section to add the new fields available on this tab (e.g., Code, Certifying Agency, Certificate Numbers, Start Date, Expiration Date).	Updated for Patch V12-019 (CAM-1801).
	Added a quick guide for Using Unused Reserved PO Numbers.	General update.
	Added a quick guide for Increasing Commitments To Match Higher Cost.	General update (00487665).
Requisitions - R12	Updated Processing Requisitions > Requisition Entry > Requisition Details – Section with a description for the Comments field.	General update (23.75117).
	Updated Processing Requisitions > Requisition Entry > Requisition Details – Section with a description for the Extended Amount field.	Updated for Patch V12-019 (23.68252).
	Updated Processing Requisitions > Requisition Entry > Requisition Details – Section with a description for the Line field.	Updated for Patch V12-019 (CAM-2388).
	Updated Processing Requisitions > Create Purchase Order from Requisition > Requisition - Section with a description for the Expected Date field.	Updated for Patch V12-019 (23.67398).
	Updated Queries > Overview – Queries > Requisition Query to indicate that the columns Receive Inventory and Location in the Details section are hidden by default but can be added using Lite Editor.	Updated for Patch V12-019 (CAM-2495).
Resource Planning - R12	The Resource Planning Detail and Summary screens have been given a fresh, modern look, with the same underlying functionality. The screenshots have been updated throughout the guide to reflect the latest version of the software.	Updated for Patch V12-019 (TOOL-1133/23.73849).
Subcontract Management – R12	Updated Contracts > Enter Subcontract/Change Order section to add a new subsection for the [Attachment] button, which is used to access the Esign Documents feature.	Updated for Patch V12-019 (23.66524).
	Updated Contracts > Enter Subcontract/Change Order > General - Tab section to add details about the Bank Account Detail fields.	Updated for Patch V12-019 (21.47970).
	Updated Contracts > Enter Subcontract/Change Order > Schedule of Values – Tab section to add details to the JB Bill Code field.	General update (00484859).
	Updated Payments > Entering Request for Payment > Details - Tab section to clarify how the 'Final' checkbox is used.	General update (00502890).
	Updated Payments > Entering Request for Payment > Default - Tab section to clarify how the tax fields are used.	General update (PC-9108).
	Updated Setup > Local Tables > Control (SC Control File) > Contract Defaults – Tab section to provide details about the 'Assign Vendor/Contract on JB Contract using SC Bill Code' checkbox.	Updated for Patch V12-019 (22.63775).
	Updated Setup > Local Tables > Control (SC Control File) > RFP Defaults – Tab section to clarify the description for the 'Request For Payment Approval Required' checkbox.	General update.
	Updated Reports to include the Change Order Document – French report.	Updated for Patch V12-019.
	Updated Quick Guides section with a new quick guide for Reverse Tax Charges for RFPs.	Updated for Patch V12-019 (23.73151).
Subcontractor Prequalification - R12	Updated Subcontractor Prequalification Applicants section to indicate that field security can applied to the fields and tabs in the Subcontractor Prequalification Applicant screen.	Updated for Patch V12-019 (CF-10339/23.76103).
	Updated Subcontractor Prequalification – Screen section to indicate that field security can applied to the fields and tabs in the Subcontractor Prequalification screen.	Updated for Patch V12-019 (CF-10339/23.76103).
	Updated Subcontractor Prequalification – Screen section to clarify that to enroll a subcontractor in the prequalification process, the "Prequal Required" or "Prequal Required on Post" option from the Prequal Required field's drop-down menu must be selected.	General update (00521069).
	Updated Self Service > Subcontractor Prequalification Questionnaire section to indicate that field security can be applied to the fields in the Self Service screen.	Updated for Patch V12-019 (CF-10339/23.76103).
	Updated Prequalification Setup > Prequalification Required Indicator section to review and reformat this section.	General update.
System Administration Guide – R12	Updated Miscellaneous DBA/System Configuration Information > CMiC I/O, SMTP/IMAP Settings as follows: Updated Requirements for CMIC I/O subsection with additional details in item 3. Revised title of Description of the Email Folders subsection to Description of the Email Folders in the IMAP Email Account and moved server information into a new subsection. Added new subsection titled System Options Web Server Entries and included details about IMAP and SMTP servers under this heading. Added more information regarding the SMTP server.	General update (00500349).
	Updated Miscellaneous DBA/System Configuration Information with the following two new subsections: Configuring SMTP Mail Settings in CMiC SMTP Wallet Setup	General update.
	Updated Quartz Utility – System Guide with new subsection for Installation and Initialization of cmicquartz-pushnotifications and cmicquartz-ai Microsoft Services.	Updated for Patch 19.
	Added CMiC Enterprise Licensing Matrix section to provide details about the high-level features/modules that each license grants users access to.	Updated for Patch 19.
	Updated CMiC Cloud Licensing Matrix > Important Notes > Mobile Licenses section to clarify that users require a Mobile license to run Construct PM web deployment.	General update.
	Added a new section for OAuth2 – CMiC Configuration.	General update.
	Added a Frequently Asked Questions section.	General update.
	Updated Quick Guide section with a new subsection for Implementing the Application Logout URL on the OAM side.	General update for Patch 19.
System Data - R12	Updated Setup > System Options > General - Tab > Other section to add details about the [External Webservices] button.	Updated for Patch V12-019 (CAM-2926).
	Updated Setup > System Options > Reports – Tab section as follows: Updated title to "Reporting". Reformatted the layout to reflect the flow of fields in the screen. Added the Read-Only WebLogic Data Source Name for BI field.	Updated for Patch V12-019 (CAM-3158).
	Updated Setup > System Options > Global - Tab section to provide details about the 'Retrieve the Currency Exchange Rate as per the Transaction Posting Date' checkbox.	Updated for Patch V12-019 (22.57471).
	Updated Setup > System Options > Global - Tab section to move details about the Default Theme field to the General - Tab > Other section.	General update.
	Updated Setup > System Options > Financials - Tab section to provide details about the 'Allow Cross Currency Transactions' checkbox.	Updated for Patch V12-019 (22.59918).
	Updated Setup > System Options > Financials - Tab section to create a new subsection for BI Query for Financial Document Formatter.	Updated for Updated for Patch V12-019 (23.70258 / FIN-10521).
	Updated Setup > System Options> Projects – Tab section to remove details about the 'Validate Cost Code Master' checkbox. (This checkbox was moved to Job Costing > Setup > Control File - Screen > Budget - Tab.)	Updated for Patch V12-019 (22.60044).
	Updated Setup > System Options > Forecast - Tab section to provide details about the 'Snapshot Change Order Details' checkbox.	Updated for Patch V12-019 (22.64466).
	Updated Setup > System Options > Payroll - Tab section with details about the 'Generate Payroll Processing Performance Statistics' checkbox.	Updated for Patch V12-019 (D-03031/HCM-9423).
	Updated Setup > System Options > Payroll - Tab > Other section to remove the description for the Email to Use for ESS Notification, as it has been moved to the Self Service tab.	General update.
	Updated Setup > System Options > Payroll - Tab > Other section to document the Auto Upload Import Timesheet Patch field and to indicate that this field is currently not being used.	General update.
	Updated Setup > System Options > Self Service - Tab > Other section to add more detail to the Email to Use for ESS Notification field.	General update.
	Updated Setup > System Options section with a new section for AI - Tab.	Updated for Patch V12-019 (CAM-2926).
	Updated Setup > Help URL section with additional details about using this screen.	General update (00496704, 00496705).
	Updated Setup > CMiC I/O Options section with a description for the 'Unique ID After Subject' checkbox.	General update.
	Updated Setup section with a new subsection for Runtime Features.	Updated for Patch V12-018.
	Updated Setup section with a new subsection for UI Properties Defaults.	Updated for Patch V12-019 (23.68225).
	Updated Forms > Register Data Sources section to add details about the Table/View Owner Name column.	General update.
	Updated Forms > Form Letter Definitions section to update the screenshot to reflect the latest version of the screen.	General update.
	Updated Security > Roles > Define Roles section to include a description for the system privilege UIRPROPOVR: UI Runtime: Allows the user to Override Property Default value - Impacts All Programs.	Updated for Patch V12-019 (23.68225).
	Updated Security > Roles > Define Roles section to include a description for the system privilege SSERESETEN: SSE: Allow user to reset enrollment in the Benefit Enrollment screen.	Updated for Patch V12-019 (23.68690).
	Updated Security > Roles > Define Roles section to include a description for the following system privileges: PYSUBPER - PY: Allows user to use sub period field in payroll processing screen PYSUBPPRVW - PY: Allows User to access Sub Period created by other Users	Updated for Patch V12-019 (23.69536).
	Updated Security > Roles > Define Roles section to include a description for the system privilege UIRFTOVER: UI Runtime: Allows the user to Override Runtime Features - Impacts All Programs.	Updated for Patch V12-019.
	Updated Security > Defining User Preferences section to clarify how this screen is used. Added a note to clarify that the "DA" user is only available for Enterprise, not for Cloud customers.	General update (00509718).
	Updated Security > Compliance Security > Assign Users to Compliance Security Groups section to indicate that multiple users can be imported from a CSV file to be assigned to a security group.	Updated for Patch V12-019 (CAM-3242).
	Updated Security section with a new subsection for API Security.	Updated for Patch V12-019.
	Updated Security > Maintain License Pools section with additional details about using this screen.	General update.
	Updated Security section with a new subsection for Cleanup Contacts Assigned to License Pools to provide details about how this screen is used.	Updated for Patch V12-017.
	Updated User Extensions > UE Maintenance Overview > UE Field Maintenance > Enter the Field Details section to clarify in the Length field that the length must not exceed 16 characters.	General update.
	Updated User Extensions > UE Maintenance Overview > UE Field Maintenance > Specify the Field Options section to add "Location Code by Project" option to the Lookup Table (Option) field description.	Updated for Patch V12-019 (CAM-2218).
	Updated User Extensions > UE Maintenance Overview > UE Field Maintenance > [Valid Data] – Button (Create the Valid Data for the Field) section to indicate that multiple values can be added using the import feature.	Updated for Patch V12-019 (CAM-1673).
	Updated User Extensions > UE Maintenance Overview > UE Table Maintenance > Create the UE Table Definition section to clarify the description for the Attached Table field to indicate that the list of tables displayed in the Attached Table LOV cannot be customized by the user. Any request to enable a screen for User Extension compatibility would be considered a billable work order.	General update (00436460 / 00497064).
	Updated User Extensions > Customizing CMiC > Custom Reports section under the 'Substitute Flag' description to clarify that if there is more than one custom report with the 'Substitute Flag' box checked, the user will receive an option to select from those custom records.	General update.
	Updated User Extensions > Customizing CMiC section with a new subsection for Custom Program Maintenance.	General update (00504257).
	Updated User Extensions > Data Sheets > Discover Field’s Name section to update the screenshot to reflect the latest version of the OM screen.	General update.
	Updated Global Functions > Alerts > Assigning Users to Alert Groups section to clarify that this screen is also used to create alert groups.	General update.
	Updated Global Tables > Tax Codes to update the screenshots to show the Import functionality on the Block Toolbar.	Updated for Patch V12-019 (23.70580).
	Updated Global Tables > Tax Codes to update the screenshots to show the 'Tax Reverse Charges' checkbox.	Updated for Patch V12-019 (23.73151).
	Updated Global Tables > Weight Measure section to clarify how this screen is used and to explain the inverse conversion factor.	General update (00497648).
	Updated Global Tables > Maintain Data Process > RFI Status section to add a new section for RFI Status Class.	General update.
	Updated Global Tables > Maintain Data Process > Document Option > Document - Tab section to add a note to the Document ID Mask field to indicate that this field can accommodate up to 100 characters.	Updated for Patch V12-019 (23.67372).
	Updated Global Tables > Bank Accounts section to add a screenshot to the description for the File Sequence field to clarify how this field is used.	General update (22.58275).
	Updated Utilities > Report Action Status section to document the following new tabs: Cold Storage All Schedule	Updated for Patch 19 (00496704, 00496705).
	Added Diagnostic Tool section. This information was previously located in Lite Editor.	General update.
	Updated Quick Guide section with a new subsection for Setting Up API Security.	Updated for Patch V12-019.
	Updated Quick Guide section with a new subsection for Locking Down a UIRuntime Screen in Workflow.	Updated for Patch V12-019.
	Updated Quick Guide section with a new subsection for Adding a Project Location Code to a Screen.	Updated for Patch V12-019 (CAM-2218).
	Added a new quick guide for Limiting Role Access to Screens with Cross Module Functionality.	General update (00265909).
Translation Manager - R12	Updated Translation Manager - Screen > Edit Menu section to provide details about viewing translations that exceed that maximum length allowed. Included a new subsection for View Translations Exceeding Max Length.	Updated for Patch V12-019 (23.67960).
Translation Manager - R12	Updated Publishing and Unpublishing Translations > Publishing Translations section to indicate that when publishing, the Publish Translation pop-up window will show a warning in the translation evaluation if translations exceeding the maximum length exist.	Updated for Patch V12-019 (23.67960).
Treeview Builder - R12	Reviewed and updated screenshots throughout guide to reflect latest version of software.	General update.
	Updated Add New Treeview to Enterprise Console section to update screenshots and field descriptions to reflect the latest version of the screen.	General update.
	Updated Quick Guides > Adding a New Menu Item to the Treeview section to provide additional initial steps to clarify how to determine which Treeview the user is currently using before adding a new menu item.	General update (00513519).
UI Console - R12	Updated Setup for UI Console > Setting a Default Console > User Settings section to update the screenshot to reflect the latest version of the software.	General update.
US Payroll - R12	Added a Setup section to improve how setup information is organized.	General update.
	Updated Local Tables > Trades section to detail the 'Available in RP' checkbox and the SOC Code field.	General update.
	Updated Local Tables > Trades section to provide details about the SOC Code field.	General update (00490287).
	Updated Local Tables > Unions section to re-name the title to "Payroll Unions".	General update.
	Updated Local Tables > Maintain ACH Codes section as follows: Re-named the title of the section to "Transaction Code" to reflect the current name in the software. Updated details to reflect how the fields are used and to clarify that only the Prenotification Payroll Runs field is editable.	General update (19.71850).
	Updated Local Tables > Generic Crew Maintenance section to re-name the section Generic Crews to reflect current name in software.	General update.
	Updated Local Tables section with a new subsection for Standard Occupational Classification.	General update.
	Updated Company Setup > Company Maintenance Setup > Payroll Control File Configuration > Direct Deposit Tabsection to document the 'Add 9 blocks at the bottom of ACH' checkbox.	General update (00285452)
	Updated Company Setup >Company Maintenance Setup > Payroll Control File Configuration > Payroll Control – Rules Tab to add details about the fourth option in the Payroll Overtime Rule Method field.	Updated for Patch V12-019 (23.73566).
	Updated Company Setup > Company Maintenance Setup > Payroll Control File Configuration > E-Timesheet Tab section to clarify how the Default Category field and the 'Filter Phases for Default Category' work.	General update (00496563).
	Updated Company Setup > Pay Periods section to add details about the [Sub Period] button.	Updated for Patch V12-019 (23.69536).
	Updated Company Setup > Hour Types section to add details about the 'Include in Equipment Hours' checkbox.	General update (22.65082/HCM-2807/00455740 /00517870).
	Updated Company Setup > Hour Types section to add details about the 'Exempt Rule' checkbox.	General update (00519097).
	Updated Employees > Employee Profile > Personal - Tab section to add details about the Length of Service field.	Updated for Patch V12-019 (22.61178).
	Updated Employees > Employee Profile > Personal - Tab section to add details to the Service/Years field to explain how it can be manually set or automatically updated.	General update.
	Updated Employees > Employee Profile > Personal - Tab section to add details to the Position Description field to clarify where these position codes are maintained.	General update.
	Updated Employees > Employee Profile > Tax - Tab section to revise the names of the buttons to "Exemptions" and "Overrides" and to clarify the screenshot captions.	General update.
	Updated Employees > Employee Profile > Tax - Tab section to add details about the Jurint Type field in the pop-up launched from the [Overrides] button.	Updated for Patch V12-019 (23.75028).
	Updated Employees > Importing Employee Profiles section to update the Data Import pop-up window to reflect the latest version of the software.	General update (00474598).
	Updated Employees > Employee History Maintenance > Personal – Tab section to point out in the Reason Code field that reason codes can be set up in the Text Code screen in the System Data module.	General update (00448340).
	Updated Employees > Direct Deposit and Check Accounts screen to complete some formatting updates and accurately reflect current name of screens.	General update.
	Updated Employees > Loans and Advances screen to provide details for the Status, Pause Date, Resume Date, Pause Reason, and [Show Details] button.	General update.
	Updated Jobs > Job Work Locations section to provide more detail to the 'Rate by Job' checkbox.	General update (00502103).
	Updated Jobs > Job Burden Allocation section with details about the Pay Run field and the 'Active' checkbox.	General update.
	Updated Pay Rates > Job Pay Rates section with more detail about the fields and tabs available on this screen.	General update.
	Updated Pay Rates > Union Pay Rates section with an updated screenshot to show the [Import] button on the Block Toolbar. Also provided more detail about the fields and tabs available on this screen.	General update.
	Updated Administration > Deduction Administration section to improve the navigation by adding cross-references to related sections to make it easier for users to find information.	General update.
	Updated Administration > Deduction Administration > Master Deductions section with details about the following fields which are used to capture information for Vertex pre-tax calculations: Is this Deduction Deduction ID and Name Supplemental Deduction ID and Name	Updated for Patch V12-019 (23.71907).
	Updated Administration > Benefit Administration > Job section to provide details about the 'Applicable On Sub Job' checkbox.	Updated for Patch V12-019 (22.64386).
	Updated Administration > Benefit/Deduction Shared Screens sections to update the screenshot and details for Plans, including removing descriptions for Dependent Coverage, Max Age In School, and Max Age Not In School, as these fields were moved to the Plan Options section.	General update (18.60548).
	Updated Administration > Payroll Taxes > Accounting section to include details about the Jurint Type field.	Updated for Patch V12-019 (23.75028).
	Updated Administration > Payroll Taxes > Payroll Tax Reports section to include the following two missing tax reports: State Unemployment Special Assessment Paid Family and Medical Leave Report	General update.
	Reviewed Administration > Payroll Taxes section to update any outdated screenshots to ensure content reflects the latest version of the software.	General update.
	Reviewed Administration > Workers' Compensation section to update any outdated screenshots to ensure content reflects the latest version of the software.	General update.
	Updated Timesheets section to distinguish between the Timesheet Edit List which is launched in Timesheet Reports as the Timesheet Edit Listing Report, and launched in Timesheet Adjustments as the Timesheet Adjustment Edit List. Clarifications were made to the following two subsections: Timesheet Data Corrections and Adjustments > Timesheet Adjustment Edit List Timesheet Reports > Timesheet Edit Listing Report	General update.
	Updated Timesheets > Timesheet Entry > Selection Criteria – Section to include details about the Sub Period field.	Updated for Patch V12-019 (23.69536).
	Updated Timesheets > Timesheet Posting section to update the screenshot to show the Sub Period field.	Updated for Patch V12-019 (23.69536).
	Updated Timesheets > Timesheet Reports > Timesheet Edit List (Listing Report) section to include details about the Sub Period field.	Updated for Patch V12-019 (23.69536).
	Updated Processing > Adjustments > Salary Adjustment Edit Listing section to include details about the Sub Period field.	Updated for Patch V12-019 (23.69536).
	Updated Processing > Processing, Checks and Postings > Processing section to reflect the enhanced Payroll Processing screen. Added details about the 'Log Processing Steps' checkbox.	Updated for Patch V12-019 (22.64126).
	Updated Processing > Processing, Checks and Postings > Processing section to include details about the Sub Period field.	Updated for Patch V12-019 (23.69536).
	Updated Processing > Processing, Checks and Postings > Check Processing section to include details about the Sub Period field.	Updated for Patch V12-019 (23.69536).
	Updated Processing > Processing, Checks and Postings > Check Printing section to include details about the Sub Period field.	Updated for Patch V12-019 (23.69536).
	Updated Processing > Processing, Checks and Postings > Void Checks section to include details about the Sub Period field.	Updated for Patch V12-019 (23.69536).
	Updated Processing > Processing, Checks and Postings > Void Checks section to include details about the 'Retain Input Transactions' checkbox and to clarify how the [Void Check] button works now.	General update.
	Updated Processing > Processing, Checks and Postings > Posting section to include details about the Sub Period field.	Updated for Patch V12-019 (23.69536).
	Updated Processing > Expenses > Claims Entry section to add details about the Sub Period field.	Updated for Patch V12-019 (23.69536).
	Updated Processing > Expenses > Edit List section to add details about the Sub Period field.	Updated for Patch V12-019 (23.69536).
	Updated Processing > Transfer Labor Cost Between Jobs section to clarify how this screen is used.	General update (00497772).
	Updated Processing > Pay Stub Printing > Pay Stub Printing Screen section to add a note to indicate that a hidden Sub Period field is available for users of the International Payroll module who want to print PYSTB11C check stubs for sub-payroll processing.	Updated for Patch V12-019 (23.69536).
	Updated Processing section with two new subsections: Standard PY Check Formats Standard PY Stub Formats	General update.
	Updated Reports and Queries section as follows: Created a separate section for Queries. Created a separate section for Government Forms. Added cross-references to relevant content in the Greenshades reference guide. Documented all of the standard reports in the Reports section.	General update.
	Updated Imports > Importing Timesheets From Oracle > ASCII File Layout – Import Timesheet from Oracle section to include the following three fields: IMP_TSH_PAYMENT_MONTH IMP_TSH_LEAVE_ADV_FLAG IMP_TSH_PPR_SUB_PERIOD	Updated for Patch V12-019 (23.71195).
	Updated Imports > Importing Timesheet From Oracle (Multi User) > Delete Imported Data section to add details about the ability to delete timesheets with status of "Build" if timesheets are unposted in Timesheet Entry.	Updated for Patch V12-019 (23.78792, HCM-9036).
	Updated Imports section with a new subsection for Import Employee Payroll Adjustments.	General update (21.49213).
	Updated Imports section with a new subsection for Import Employees From Oracle (Multi User).	Updated for Patch V12-019 (22.57549).
	Updated Imports section with a new subsection for Employee Benefit Import.	Updated for Patch V12-019 (22.57549).
	Updated Imports section with a new subsection for Import Union Payroll Rate.	General update.
	Updated Utilities > Mid-Year Pay History Setup section to include details about the Sub Period field.	Updated for Patch V12-019 (23.69536).
	Updated Utilities > Group Pay Increase section as follows: Updated title to "Group Pay Increase/Decrease Processing". Added two new subsections to clearly distinguish how records are entered manually and imported. Added details about the 'Refresh After Import' checkbox.	General update (22.52443 and 23.66981).
	Updated Utilities > Re-Instate Posting Reports section with details about the fields on this screen.	General update.
	Updated Frequently Asked Questions section with information about Payroll APIs.	General update.
	Added a quick guide for Using the Payroll Processing Screen.	Updated for Patch V12-019 (22.64126).
	Added a quick guide for Understanding How Salaries are Calculated.	General update.
Workflow - R12	Updated Workflow Management > Workflow Notification Rules section to clarify how the [Create Rule] button is used and to provide details about the [Replace User] button.	Updated for Patch V12-019 (22.62423).
	Updated Setup > Lookup Rule Maintenance > Lookups By Type section to add a pop-up window to the Input Type field's description to show the input types available.	Updated for Patch V12-019 (ECMDEV-2661/ 23.68028).
	Updated Setup > Setup of Purchase Order Workflows to add details regarding PO approval setup for Cloud to the following subsections: Purchase Order Workflow Purchase Order Change Order Workflow Purchase Order Receipt Alert Workflow Workflow Lookups Used for Approvals Approval Process	General update (00512933).
	Updated Setup > Purchase Order Receipt Alert Workflow as follows: Added more detailed screenshots to Workflow Setup subsection. Added new subsection titled Setup for Cloud which contains additional setup details for Cloud.	General update.
	Updated Appendix B - Compliance Workflow with additional details for Cloud.	General update.
	Added an Appendix C - CMiC Generic Workflow section.	General update.
Work Order Billing - R12	Updated Reports section with details for each of the reports.	General update.

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