Updated Reference Guides

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

File Name	Update Details	Comments
1099 - R12	Updated Create 1099 > Print 1099s section with a new subsection for Preview 1099 Form.	General update.
Account Payable – R12	Updated Maintain Vendors - Screen to add a screenshot of the screen in log view and include details about the Vendor Code and Vendor Name fields in table mode.	General update (FIN-15255).
	Updated Maintain Vendors - Screen > Vendors - Tab section to add a description for the Vendor Notes field.	General update (00530020, 20.29784).
	Updated Processing Invoices > Enter Vouchers – Screen > [Distribution] – Button section to update the description for the TAC button to clarify that TAC codes can be updated but not deleted from this screen.	General update (00524157).
	Updated Processing Invoices > Void Posted Vouchers section to make the following updates: Changed title to "Void Invoices". Removed 'Preview Posting' checkbox as this was removed from the software. Added note closer to the beginning of the section to clarify that an invoice with an attached memo will not be available for voiding. Added note to indicate that if AP batch is posted using the Post Invoices (no GL/JC) utility, the batches or invoices cannot be voided.	General update.
	Updated Adjusting Posted Vouchers > Voucher Adjustment Entry – Screen section to emphasize "Additional distribution lines will be appended to the original distribution lines rather than replace them" by applying a note style to it and revising to "appended/added".	General update (00526764).
	Updated Adjust Held Voucher Status – Screen section to review and update content. Added more detail to describe the fields available on this screen.	General update.
	Updated Payment Processing > Select Payments – Screen > Overview section to add a note to highlight that we recommend selecting either the 'EFT Payments' or the 'Non EFT Payments' radio button under one selection code.	General update.
	Updated Payment Processing > Select Payments – Screen > Payment section to add a note to indicate that when a selection code is created and workflow approval is started for this code by clicking on the Workflow button on the Block Toolbar of the Payment section, the Select Payments screen will disable all fields and buttons to stop any changes being made.	Updated for Patch V12-020 (24.82921 / TOOL-2272).
	Updated Payment Processing > Select Payments – Screen > Selected Invoices – Section to add a note after the table to indicate that the Chq Payee Name field is disabled by default and can be enabled using Lite Editor but this not recommended. To enter a custom check payee, create a joint payee or a one-time vendor invoice in the Enter Vouchers screen.	General update (00528975).
	Updated Payment Processing > Prepare Checks (Automated Check Generation) > Print Check section to add a note to indicate that printing the checks does not decrease the outstanding amount in the system until the Post Check Run screen is used to post the payments.	General update (00526396).
	Updated Payment Processing > Prepare Checks (Automated Check Generation) > Post Check Run section to add a subsection for Posting Reports.	General update (00523417).
	Updated Payment Processing > Manual Checks & Deposits section as follows: Re-formated the Overview section. Updated Invoice Details section to indicate under the Distribution button that information must be entered and saved in the Check Details tab before pressing this button, otherwise an error may be issued.	General update.
	Updated Payment Processing > Manual Checks & Deposits > Post Manual Checks section to add a subsection for Posting Reports.	General update (00523417).
	Updated Utilities > Post Invoices – No GL/JC section to add a note to indicate that if AP batch is posted using the Post Invoices (no GL/JC) utility, the batches or invoices cannot be voided.	General update.
	Updated Utilities > Prenote File > Create Prenote File section to indicate in the note under the Prenote Format field that a standard prenote file format is provided called "STD_EFT".	Updated for Patch V12-020 (24.81191 / FIN-13616).
	Updated Setup > Local Tables > AP Control File > Voucher – Tab section to provide a description for the 'Allow Zero Amount Invoices' checkbox.	Updated for Patch V12-020 (23.71455, FIN-11115).
	Updated Setup > Local Tables > AP Control File > Accounting – Tab section to clarify how the Advance Payment fields are used.	General update (00529631).
	Updated Setup > Global Tables > EFT Formats (File Layouts) section to include details about the new standard prenote file format. Also reviewed and edited the existing content to improve clarify and flow.	Updated for Patch V12-020 (24.81191 / FIN-13616).
	Updated Frequently Asked Questions section with a question regarding how merge or combine two duplicate vendors/business partners.	General update (00526418).
	Updated Frequently Asked Questions section with a question regarding locating batch numbers.	General update (00525336).
	Updated Frequently Asked Questions section with a question about voiding posted vouchers.	General update.
	Updated Quick Guides section with the following quick guides: Printing Checks Verifying a Check's Print Settings Payment Process	General update (00521417).
	Updated Quick Guides > Calculating VAT Payments section to indicate that this functionality is used for VAT payment calculations for clients in the UK, Ireland, Germany, and the Netherlands. Also added that users should ensure an account is selected in the Tax Credit Account field. When a reverse tax charge is applied, the tax amount will be debited and credited to the same Tax Credit Account.	Updated for Patch V12-020 (23.79818).
	Updated Quick Guides section with a new quick guide for Locating Batch Numbers.	General update (00525336).
Accounts Receivable - R12	Updated Payment Processing > Voiding a Posted Cash Receipt section to provide details about the 'Include Reconciled Checks' checkbox.	Updated for Patch V12-020 (23.76175 / FIN-12733).
	Updated Reports > Aged Report section to clarify what the T (Type) column is used for in the report. Also added more detail to describe the fields available in the report and updated screenshots.	General update (00545863).
	Updated Utilities > Pay When Paid Invoice Matching section to review and add more detail to this section to reflect the latest version of this screen. Also added a note to clarify that an Alert message is issued when a user attempts to match a SC invoice with an AR/JB invoice and the SC amount is higher than the AR invoice amount.	General update
	Updated Setup > Local Tables > AR Control File > System Defaults – Tab > Control Flags section to add a cross-reference to the Default Post Date into Invoice Posting and Receipt Programs checkbox to indicate that users should refer to Posting the Invoices section of the Job Billing reference guide for further details on the Posting Date field in the Invoice Posting screen of Job Billing.	Updated for Patch V12-020 (PC-2399/22.61408).
	Updated Setup > Local Tables > AR Control File > Statement (and Aging Rules) – Tab section to provide details about the following new fields: Sender's Email Address Email Body Text Code Email Subject Text Code	Updated for Patch V12-020 (23.75919 / FIN-12221).
	Updated Frequently Asked Questions section with a question regarding clearing small amounts from the AR and/or AP aging reports.	General update (00525472).
	Updated Frequently Asked Questions section with a question regarding locating batch numbers.	General update (00525336).
	Updated Frequently Asked Questions section with a question regarding how to handle an overpayment.	General update (00510590).
	Updated Quick Guides section with a guide for Clearing Amounts from AP and AR Aging Reports.	General update (00525472).
	Updated Quick Guides > Applying Overpayments to Invoices to add a new subsection for Removing Overstated Revenue.	General update (00510590).
BI Analytics - R12	Updated Standard Canvases and Objects > Security Bucket in Standard Canvas section to include details about the AI Usage Portal.	Updated for Patch V12-020 (BI-699).
BI Analytics - R12	Updated Standard Canvases and Objects section with a new subsection for Standard Datasets for Analytics + AI.	Updated for Patch V12-020 (BI-506, BI-699).
BI Catalog Builder – R12	Updated Edit Data Sources > Context Menu (Right-Click Menu) > Create Calculated Field (Folders, Fields) section with a note about converting a field from CHAR to NUMERIC in SQL and from NUMERIC back to a CHAR (or string) to create a calculated field.	General update.
	Updated Edit Data Sources > Editing Fields > Field Properties – Property Pane Section section to provide details about the Primary property.	Updated for Patch V12-020 (BI-541).
	Updated Edit Data Sources > Editing Fields > Field Properties – Property Pane Section section to rename the "Visible" property to "Active".	Updated for Patch V12-020 (BI-557).
	Updated Edit Data Sources > Editing Fields > Field Properties – Property Pane Section section with descriptions for the following fields: Ask Analytics Classifier Type	General update.
	Updated Edit Data Sources > Search, Sort and Filter Tree Nodes to reflect the latest UI in BI Catalog Builder. Also updated the Filter options: Re-named 'Show Hidden Fields' checkbox to 'Show Inactive Fields' checkbox. Added 'Show Primary Fields Only' checkbox.	Updated for Patch V12-020 (BI-541, BI-557).
	Updated the following sections to reflect latest UI in BI Catalog Builder: Edit Data Source Context Menu (Right-Click Menu) Editing Data Sources Editing Business Areas Editing Folders Editing Fields Navigation Panel (Edit Data Sources) Search, Sort and Filter Tree Nodes	Updated for Patch V12-020 (BI-505).
	Updated Folder Joins > Overview - Folder Joins section to indicate that joins are used to combine data from two or more tables based on a related column between them.	General update.
BI Dashboard Builder – R12	Updated Dashboard Runtime Controls > Runtime Toolbar – Controls section to add a new subsection for the Discard Changes icon.	Updated for Patch V12-020 (BI-577, BI-638).
	Updated Dashboard Runtime Controls > Runtime Toolbar – Controls section to add a new subsection for the Export to PDF icon.	Updated for Patch V12-020 (BI-65).
	Updated BI Dashboard Builder – Screen > Fields – Pane > Overview section and Join Tree section to provided updated screenshots to reflect the latest changes to the CMiC Default Data Source pop-up window and to document the Primary Fields Only checkbox.	Updated for Patch V12-020 (BI-723).
	Updated BI Dashboard Builder – Screen > Join Tree section to indicate that joins are used to combine data from two or more tables based on a related column between them.	General update.
	Updated Visualizations > Drillthrough section to add a note to indicate that cross-data source drilling is not supported.	General update (00517446).
	Updated Visualizations > Tables > Part 1: Plotting Fields > Column Label, Group Sort, Column Aggregation section to provide details about the Width property.	Updated for Patch V12-020 (BI-683).
	Updated Visualizations > Tables > Crosstab section with a note to indicate that users can export Crosstabs to Excel.	Updated for Patch V12-020 (BI-261).
	Updated Visualizations > Tables > Export Table to Excel section to indicate that, similar to when exporting to PDF, a logo can be displayed in the upper left corner of the exported Excel file.	Updated for Patch V12-020 (BI-83).
	Updated Visualizations > Tables > Export Table to Excel section to indicate that when exporting a dashboard or query to Excel, the 'Autoload Data' option must be enabled before proceeding with the export, otherwise data may not be exported properly.	General update (00508289).
	Updated Visualizations section with a new subsection for Pulse Map.	Updated for Patch V12-020 (BI-651).
	Updated Dashboard Runtime Controls > Runtime Toolbar – Controls > Autoload Data section to add a note to indicate that this option must be enabled before exporting a dashboard or query to Excel, otherwise data may not be exported properly.	General update (00508289).
	Updated Quick Guides section with a new quick guide for Creating a Relative BI URL for JSP Menus.	General update (00538783).
Change Management - R12	Updated Local Tables > PCI Status Codes section under the description for the 'Forecast' checkbox to indicate that if checked, the PCI will be displayed in the Contract Forecasting screen.	General update.
	Updated Local Tables > PCI Markup Rules section to update the description for the Cost Code field with details about the ability to select multiple cost codes using the ... button. This includes a note to indicate that the this feature is still under development and to include details about two issues which will be fixed in future hotfixes.	Updated for Patch V12-020 (PC-4621/23.72479).
	Updated Utilities > Import PCI section with a new subsection for ASCII File Layout – Change Order Import.	General update (00533029).
CMiC Field - R12	Updated CMiC Field Manager > Console Icons section to add more detail to the Screen Editor Icon subsection and to add a new subsection for the Sign Out Icon.	General update.
	Updated CMiC Field Security > Security By Feature > Punch Lists section as follows: Under Security Roles subsection, added Privilege for Punch List – Create. Included details about how the 'Punch List – Create' privilege is tied to the 'Create' project role privilege located in the Punch List section of the pop-up window launched from the 'View/Create/Update/Delete All Objects' link on the Project Roles screen. Under Project Roles subsection, created a new table for punch list item privileges and moved any relevant details from the punch list table to this new table. Also updated privileges in the punch list table.	General update (00538383).
	Updated CMiC Field Security > User Maintenance section to improve the layout of the existing content and add any missing details. Removed the 'Database Login Required' checkbox.	General update.
	Updated CMiC Field Security > User Maintenance section to include details about the 'Site Maintenance' checkbox.	Updated for Patch V12-020 (CF-18752, D-03219).
	Updated CMiC Field Security > Project Roles section to update screenshots to reflect latest version of screen. Updated versions no longer contain information related to the Mobile Springboard options. Also added a field description for Respond on behalf of Business Partner.	General update.
	Updated CMiC Field Security > Contacts > System Contact Info – Tab section to add subsections for Address, Contact Information, and User Information.	General update (00534456).
	Updated CMiC Field Security > Contacts > Email Notifications – Tab section to add details under the description for the Actions (Submittals) field to adjust the behavior of the 'Submittal Status Update by Last Submittal Review Cycle' checkbox.	Updated for Patch V12-020 (CF-17948, 23.71436).
	Updated CMiC Field Security > C-Type and P-Type Contacts > Create Contacts section to provide more details about adding C-type and P-type contacts.	General update.
	Updated Using Logs section to include a subsection for Activity Banners. These banners appear in the RFI and Submittal logs.	General update.
	Updated Using Logs > Reviewer Section section to indicate under the description for the Add Reviewer button that RFI and Punch List Item status codes are maintained in the Reviewer Status Maintenance screen and Submittal status codes are maintained in the Submittal Status screen. Also indicated that the Required checkbox applies to PCIs as well.	General update (00546562).
	Updated Communication Management > RFIs section to indicate where users can find more information on activity banners.	General update.
	Updated Communication Management > Issues > Issue Detail – Tab to reflect the modified behavior of the 'Internal Issue' checkbox.	Updated for Patch V12-020 (CF-14463, CF-17574).
	Updated Document Management > Submittals section to indicate where users can find more information on activity banners.	General update.
	Updated Document Management > Submittals > Submittal Detail – Tab> Schedule section to add details about the following fields: Fabricated Delivered Arrived Onsite	General update (00535982).
	Updated Document Management > Document Packages section to update screenshots to reflect latest version of software. Also updated to remove reference to Mobile Springboard options.	General update.
	Updated Document Management > Document Packages > Security > Drawing Packages section to revise how security is assigned to use this feature. The 'Create' and 'Edit' security privileges are used on the project role and the 'Admin' privilege is no longer used on the security role.	General update (CF-15098).
	Updated Document Management > Document Packages > Drawing Package Options > Toolbar Options section to add a description for the Search option.	General update.
	Updated Drawings > Overview section with a note to clarify Basic vs Enhanced PSPDF Licenses.	General update (00544749/00513197).
	Updated Drawings > Using Drawing Measurements section to update screenshots to reflect latest version of software.	General update.
	Updated Drawings > Using Drawing Multiselect section to update screenshots to reflect latest version of software.	General update.
	Updated Document Management > Drawing and Specs Upload and Extraction Tool > Upload PDF Drawing or Specification Set section with a note to clarify that for drawings with existing annotations, the annotations will not be read/extracted during the upload process. Once the set is uploaded, those annotations will not appear in the drawings and will need to be recreated using the Drawing tool.	General update (00522808).
	Updated Document Management > Drawing and Specs Upload and Extraction Tool > Upload PDF Drawing or Specification Set section to indicate that the system will accurately extract all digits during the upload process when uploading specifications.	Updated for Patch V12-020 (CF-16355, 24.81377).
	Updated Document Management > Drawing and Specs Upload and Extraction Tool > Review Extraction Results section to replace screenshots to reflect that the Revision column is now hidden.	General update (00537517/00524837).
	Updated Document Management > Drawing and Specs Upload and Extraction Tool > Recommended Setup For Drawing Logs section to indicate that the standard document types provided by CMiC include: Attachment (ATTACHMENT), Drawing Management, (DRAWMGMT), and Specifications Management (SPECMGMT). Also revised any outdated information in the field descriptions.	General update.
	Updated Bid Management > Bid Package Entry section to improve the flow of information by adding clearer headings for tabs and subsections. Reviewed content and added more details to descriptions where required.	General update.
	Updated Bid Management > Addendum Entry section to improve the flow of information by adding clearer headings for tabs and subsections. Reviewed content and added more details to descriptions where required.	General update.
	Updated Budget & Cost Management > Subcontracts > Subcontract Detail – Tab > Subcontract ID to update the fields names for "Contract No." (formerly Subcontract ID) and "Date" (formerly Created).	General update.
	Updated Budget & Cost Management > Subcontracts > Subcontract Detail – Tab > Accounting to update the description for the SOV Level Retainage Release checkbox to add a note to specify that once the subcontract record is posted, this checkbox cannot be updated.	General update (00536399).
	Updated Budget & Cost Management > Subcontracts > Subcontract Detail – Tab > Summary to add details about the 'Tax Credit Flag' checkbox setting in the Tax Maintenance screen in AP, AR, and SD.	General update (00535034, 00383668).
	Updated Budget & Cost Management > Subcontracts > Subcontract Detail – Tab > Key Dates to indicate that this section is used to manually enter or edit the key dates pertaining to the subcontract, if desired.	General update.
	Updated Budget & Cost Management > Subcontract Change Orders > Key Dates to clarify that this section is used to manually enter or edit the key dates the SCCO was issued, received, and executed.	General update.
	Updated Budget & Cost Management > Subcontracts > Subcontract Detail – Tab > Payments to update the description for the 'Compliant' checkbox to indicate that it is read-only and to clarify how it is used.	General update.
	Updated Budget & Cost Management > Subcontracts > Subcontract Detail – Tab >Prequalification to clarify how the fields are used in this section.	General update.
	Updated Budget & Cost Management > Subcontracts > Other Buttons > [Compliance] - Button as follows: Added cross-reference to Subcontract Management module for more information on default setup for compliance codes. Updated description for 'Compl' checkbox. Updated description for 'Date Compl' checkbox.	General update (00490936, 00500118).
	Updated Budget & Cost Management > Subcontracts > Other Buttons > [Compliance] - Button to revise the description under the Update Vouchers checkbox to clarify that users should check this box apply to apply updates made to a compliance code to all vouchers associated with this subcontract and to leave this box unchecked if the updates only apply to future invoices.	General update (00545421).
	Updated Budget & Cost Management > Potential Change Items > PCI Detail – Tab > Key Dates - Section to indicate that this section is used to manually enter or edit the key dates pertaining to the PCI, if desired.	General update.
	Updated Budget & Cost Management > Potential Change Items > PCI Detail – Tab > PCI Details section to update the description for the Select Budget Lines button to show the WM code.	Updated for Patch V12-020 (PC-9457, 22.64387).
	Updated Budget & Cost Management > Potential Change Items > PCI Detail – Tab > PCI Details section to indicate that in the Endless Scroll PCI Details log, a search bar is available to filter the PCI detail lines. As well, grand total fields are available at the bottom of the log for the following fields: Estimated Amount, Quoted Amount, Final Amount, and Billing Amount.	Updated for Patch V12-020 (PC-5129, 20.35286).
	Updated Budget & Cost Management > Potential Change Items >PCI Markup Rules section to add information under the Details section about the Calculate on Phase and Category fields.	Updated for Patch V12-020 (PC-4621, 23.72479).
	Updated Budget & Cost Management > Potential Change Items >Modifying Posted PCIs section to add a new subsection for the Unlink PCI Detail Line button.	General update (00532484).
	Updated Budget & Cost Management > Cost Status Query section to add a note to indicate that users require access to the program 'Job Status Queries' to drill down into items on the Cost Status Query and Cost Status Query (Category) screens.	General update (00541643).
	Updated Budget & Cost Management > Budget Status Query (Revenue) section to add a note to indicate that users require access to the program 'Job Status Queries' to drill down into items on the Budget Status Query and Budget Status Query (Category) screens.	General update (00541643).
	Updated Budget & Cost Management > Request For Payment > RFP Detail – Tab section to document the following fields related to Advance Payment: Owner Payment Required - Checkbox Advance Payment Amount and Advance Payment % fields Defer Deposit Payment Recovery, Amortization %, Amortization Amount fields	General update (20.34826)
	Updated Budget & Cost Management > Request For Payment > RFP Detail – Tab > Schedule of Values section to revise the description for the Retainage Amount field and to add a description for the Total Retainage Amount field.	General update.
	Updated Budget & Cost Management > Request For Payment > Printing a Certificate of Payment section to include details about printing the SC320_MAT - Certificate of Payment (Material Stored) report.	Updated for Patch V12-020 (PC-8411/23.79669).
	Updated Budget & Cost Management > Owner Change Orders with a new subsection for Editing User-Defined Fields on Posted OCOs.	Updated for Patch V12-020 (PC-9372, 24.81194).
	Updated Budget & Cost Management > Cost Status Query section to add a note to indicate that "Jctrnqry-Tq_B3: CMiC JC Query" object on the Searches on Groups screen in the Imaging module needs to be active in order to perform an image search from the Cost Status Query screen.	General update.
	Updated Budget & Cost Management > Voiding Subcontracts & Subcontract Change Orders section to update screenshot and clarify details. Moved Privileges to Disable Printing for Subcontract/Subcontract Change Order subsection to a new section.	General update.
	Updated Budget & Cost Management section with a new section titled Disable Printing for Subcontract & Subcontract Change Orders and included Privileges to Disable Printing for Subcontract/Subcontract Change Order subsection.	General update.
	Updated Budget & Cost Management > Subcontract Log section to add a screenshot.	General update.
	Updated Budget & Cost Management > Request For Payment section as follows: Updated screenshots to include Payment Certificate tab. Reviewed existing details to reflect latest version of software. Added Printing a Certificate of Payment section.	General update.
	Updated Budget & Cost Management > Request For Payment section to add details about using the Print button to print certificates of payments, including the Subcontractor Certificate of Payment (SC320_MAT).	Updated for Patch V12-020 (PC-8411/23.79669).
	Updated Budget & Cost Management > Request For Payment > RFP Detail – Tab > RFP Details section to provide details about the Certified Amount field.	Updated for Patch V12-020 (PC-9538, 24.81700).
	Updated Budget & Cost Management > Request For Payment > RFP Detail – Tab > Schedule of Values section to add a description for the To Date Amortization field.	General update (22.61094, PC-4070).
	Updated Budget & Cost Management > Expenditure Authorization section to change the title to "Expense Authorization" and to review and edit content to improve overall clarity and flow.	General update.
	Updated Budget & Cost Management > Subcontractor LEMS Tracking Log section to review and edit content.	General update.
	Updated Site Management > Daily Journal section to review and edit content.	General update.
	Updated Site Management > Field Work Directives section to review and edit content.	General update.
	Updated Site Management > Notices section to review and edit content.	General update.
	Updated Site Management > Units Complete section to review and edit content.	General update.
	Updated Site Management > Project Checklists section to reflect latest version of software.	General update.
	Updated Site Management > Punch List Items section to reflect latest version of software.	General update.
	Updated Site Management > Punch List Items > Punch List Item – Tab section to add a note under the description for the Status field to indicate that this field will default to a status of the class "Review" if all required reviewers have completed their review of the punch list item. Also updated link in Reviewer subsection.	General update (00546562).
	Reviewed Site Management > Checklists (Classic) section to improve layout and add any missing details.	General update.
Updated Reports > Printing a Report section to add details about the "E-Sign – Hide signature tags" option in the Destination field of the Report Config pop-up window.	General update.
Updated Reports > Ball in Court Report section to provide field descriptions for Company, Contact Code, and Due Within (Days).	General update.
Updated Reports > Ball in Court Report section to add a new subsection for Running Report via Ball in Court Report Scheduler.	Updated for Patch V12-020 (CF-14027, 23.71324).
Updated Reports > Ball in Court Report > Selection Criteria for each object section to add details about Punch List Items and Communications.	Updated for Patch V12-020 (CF-10880, 23.75340).
Updated Reports > Ball in Court Report > Selection Criteria for each object section to add details about the Type column which has been added to the report. Details have been included to specify how the Type column is specified for each PM object.	Updated for Patch V12-020 (CF-15057, 23.75340).
Updated Reports > Submittal Reports section to delete reference to the Print Statistics checkbox, which was removed from the screen. Updated screenshots to reflect the latest version of the software and edited content for clarity.	General update (CF-11880).
Updated File Maintenance > Local Tables section to review the following subsections to improve content and apply consistent formatting for layout: Meeting Topics Global Meeting Tracks Meeting Minutes Agenda Item Status Submittal Status Submittal Package Status Submittal Type Punch List Status Punch List Description (by Project) - Created new section. FWD Status Notice Status Funding Source Maintenance Contract Alternate Type Maintenance	General update.
Updated File Maintenance > Local Tables > Broadcast Message Templates section to improve the content and layout. Updated the Placeholders for ITB Templates section as follows: Under Bid Package Specific, added $$SCOPE_OF_WORK$$. Under Invitation To Bid Specific, added $$SCOPE_OF_WORK$$. Under RFQ Template Placeholders, added $$RFQ_PCI_SCOPE_DESC$$.	General update (00353633).
Updated File Maintenance > Local Tables > Checklist Template Maintenance > Security > General - Tab > Default section to add a note under the Set as default Project Checklist checkbox to indicate that when checked, the checklist template will automatically default to any new projects that are created under any company.	General update (00541468).
Updated File Maintenance > Local Tables > Checklist Template Maintenance > Checklist Templates Toolbar section to include details about the Tag Maintenance button.	Updated for Patch V12-020 (CF-908, 23.69899).
Updated Local Tables > Punch List Item Status Maintenance section to add a note under the Class field for "Review" to indicate that if all required reviewers have completed their review of the punch list item, the Status field in the header section of the Punch List Items screen will default to a status of the Review class.	General update (00546562).
Updated File Maintenance > Project System Options > Contract Forecast - Tab section to provide details about the 'Include Pending PCI to P/U Lines' checkbox.	Updated for Patch V12-020 (PC-11153, 23.71433).
Updated File Maintenance > Project System Options > Submittals - Tab section add details to the 'Submittal Status Update by Last Submittal Review Cycle' checkbox to indicate that if this box is unchecked and a subset of the submittal action types is selected (i.e., not all action types are selected) on the Email Notifications tab of the Contacts screen, notifications will only be triggered by changes to the BIC contact and not by changes in the submittal header status.	Updated for Patch V12-020 (CF-17948, 23.71436).
Updated Project Maintenance > Defaults – Tab section to add descriptions for the following fields: Submittal Contact Submittal Approver	General update.
Updated Project Maintenance > Defaults – Tab section to add descriptions for the following two checkboxes: Ball in Court Report - Checkbox Access to BIC Object From Report - Checkbox	General update.
Updated Project Maintenance > Defaults – Tab section to add a description for the BIC Scheduler field.	Updated for Patch V12-020 (CF-14027, 23.71324).
Updated Quick Guides > RFQ Response Notification Setup > Step 2 section to update the screenshot for Lookups By Type to update the fields for RFQ Response Recipient Role 1 to "None" and "User Defined Text". Also removed information about the Values button.	General update.
Updated Quick Guides section to include a new guide for Using Checklist Maintenance Tags.	Updated for Patch V12-020 (CF-908, 23.69899).
Contract Forecast with PCI Projections - R12	Updated PCI Projection > Main Toolbar Buttons section to clarify the description for the Edit Risk button to indicate that only one value can be entered and saved at a time in the Edit Risk pop-up window.	General update (00546021).
	Updated PCI Projection > Potential Change Item (Details) – Section to clarify how the Cost Budget % at Risk and the Revenue Budget % at Risk columns are used.	General update.
	Updated Contract Forecast (Split Commitments) - Classic > Additional Columns to add some additional minor details to the Uncommitted Cost column.	Updated for Patch V12-020 (PC-6960, 23.77082).
	Updated Contract Forecast (Split Commitments) - Classic to add some additional minor details to the Pending EXT & INT PCIs column.	Updated for Patch V12-020 (PC-8226, 23.77082).
	Updated Contract Forecast (Split Commitments) - Classic > Additional Columns to indicate that the Uncommitted Cost column will display 0.00 if the amount is calculated as a negative amount. Also added a note to specify that the column will support a negative amount only if manually entered by the user.	Updated for Patch V12-020 (PC-8225, 23.77082).
	Updated Setup > CMiC Field > Company Control > Defaults – Tab to clarify the description for the Cost Budget % At Risk and the Revenue Budget % At Risk fields. Also updated any outdated screenshots.	General update.
Construct CT App	Reviewed entire set of Construct CT articles to ensure that they reflect the latest version of the software.	General update.
	Updated Settings > Manage by Crew section to include details about the the E-Time role privilege 'Allow Manage by Crew' required to view this setting.	General update (00549093).
	Added a new section for Timesheet Approval.	General update.
	Added a new section for Expense and Approval.	General update.
	Updated Equipment Time Entry > Batch Entry with a note to clarify that Equipment time can only be posted and cannot be submitted/approved/rejected. Equipment hours that are already posted cannot be deleted.	General update (00546075).
	Updated Dashboards > Project section with a new subsection for Productivity Dashboard.	General update.
Construct ESS App	Added a new section for Settings. Moved related content from Main Screen to this section and included additional details about the options available.	General update.
	Updated Instabug > Use Feedback & Bug Reports section to update screenshot and Setting details.	General update.
	Added a new section for FAQs.	General update.
Construct PM App	Updated Hardware and Operating System Requirements.	General update.
	Updated Getting Started section to reflect latest version of software. Added details about the Update Status icon.	General update.
	Updated Security > Punch Lists section as follows: Added the Create privilege to the Security Roles subsection and clarified that this privilege is tied to the 'Create' project role privilege located in the Punch List section of the pop-up window launched from the 'View/Create/Update/Delete All Objects' link on the Project Roles screen. In the Project Roles section, clarified how the privileges are used in the Punch List section and the Punch List Item section of the pop-up window launched from the 'View/Create/Update/Delete All Objects' link on the Project Roles screen.	General update (00538383).
	Updated Punch Lists section to reflect latest version of software.	General update.
	Updated Punch Lists > Using QR Codes to Filter Punch List by Location section to reflect latest version of software.	General update.
	Updated Punch Lists with a new subsection for Batch Editing Punch List Records for web and added a note to indicate that the Date Required field corresponds to the Due Date field in the punch list item.	Updated for Patch 19 and 00516354.
	Updated Settings section to reflect latest version of software.	General update.
	Updated Issues section to reflect latest version of software.	General update.
	Updated Issues section with details about the 'Internal Issue' checkbox.	General update (CF-14463, CF-17574).
	Updated Issues with a new subsection for Batch Editing Issue Records for web.	Updated for Patch 19.
	Updated Journals section to reflect latest version of software.	General update.
	Updated Drawings section to reflect latest version of software. This includes the following: Creating Hyperlinks on Drawing Sheets Using Drawing Measurements	General update.
	Updated Drawings > Overview section with a note to clarify Basic vs Enhanced PSPDF Licenses.	General update (00544749/00513197).
	Updated RFIs section to reflect latest version of software.	General update.
	Updated RFIs with a new subsection for Printing an RFI Report.	General update.
	Updated RFIs with a new subsection for Batch Editing RFI Records for web.	Updated for Patch 19.
	Updated Documents > Document Packages > Security > Drawing Packages section to revise how security is assigned to use this feature. The 'Create' and 'Edit' security privileges are used on the project role and the 'Admin' privilege is no longer used on the security role.	General update (CF-15098).
	Updated Documents section to reflect latest version of software.	General update.
	Updated Documents > Document Packages section to reflect latest version of software.	General update.
	Updated Documents > Sharing Documents section to reflect latest version of software.	General update.
	Updated Submittals section to reflect latest version of software.	General update.
	Updated Project Checklists > Accessing Classic Checklists to reflect latest version of software.	General update.
	Updated Web Deployment > Using Deep Links (Web) section to remove the hashtag (i.e., “#/”) from all the example URLs and add a patch note to indicate that the link format changed as of Patch 19-2.	General update.
	Updated Web Deployment > Sharing Documents (Web) section to reflect latest version of software.	General update.
DocuSign Integration - R12	Updated Overview section with a note to indicate that CMiC’s DocuSign integration supports Single Account authentication and provides a cross-reference to new Multiple DocuSign Accounts section for more information. Also added this note to DocuSign Authentication Using OAuth2.0 section.	General update (NTGRTN-2533).
	Updated Overview section with a note to indicate if your Cloud Nova URL needs to be updated, refer to the new subsection for DocuSign Integration URL Update for Cloud.	General update.
	Updated Overview section with links to get started using the tool: Prerequisites and Setup.	General update (NTGRTN-2710).
	Updated Prerequisites section with a link to the Setup section to help guide the user to the setup processes.	General update (NTGRTN-2710).
	Moved DocuSign Authentication Using OAuth2.0 section under the Setup section.	General update (NTGRTN-2710).
	Updated DocuSign Authentication Using OAuth2.0 section to remove the note which indicates that the steps above do not apply to Cloud customers.	General update (NTGRTN-2533).
	Updated DocuSign Authentication Using OAuth2.0 > DocuSign Authentication Using OAuth2.0 - Cloud section to add a note to indicate that Cloud clients are not required to create their own integration/secret keys.	General update (NTGRTN-2533).
	Updated DocuSign Setup section with a new subsection for Multiple DocuSign Accounts.	General update (NTGRTN-2533).
	Created a new How-To section and added DocuSign Integration URL Update for Cloud.	General update.
Enterprise Content Management - R12	Updated ECM Explorer section with a note to indicate that this tool is deprecated and no longer being supported by CMiC.	General update.
Enterprise Content Management - R12	Updated Quick Guides section with Retrieving Documents Related to Records in CMiC from Image Manager.	General update.
Equipment Costing – R12	Updated Enter New Equipment > Equipment – Section > General – Tab section to add a note to indicate that the following charge cap fields are displayed if the 'Use Billing Revenue Cap' box is unchecked on the Assets tab of the System Options screen: Maximum charge out will be (Percentage) of Equipment Value	General update (00526604).
	Updated Enter New Equipment > Equipment – Section > General – Tab section to add a note to indicate that when an equipment code is created and workflow approval is started by clicking on the Workflow button on the Block Toolbar of the Equipment section, the Equipment Maintenance screen will disable all fields and buttons to prevent any changes from being made.	Updated for Patch V12-020 (24.82921/TOOL-2272).
	Updated Enter New Equipment > Equipment – Section > Transaction Codes – Tab > Transaction Codes – Section to update the screenshot under the Enter Job Rates button to reflect the latest version of the software UI.	Updated for Patch V12-020 (24.81665 / FIN-13736).
	Updated Setting Equipment Rates > Rates (Standard) > Rates by Job section to revise field name from "Job" to "Co/Job" and add description for the Query Data button.	Updated for Patch V12-020 (24.81665 / FIN-13736).
	Updated Transactions (Processing) > Time Entry section to indicate that users can upload attachments using the [Attachments] button on the toolbar.	Updated for Patch V12-020 (24.74829, FIN-11915).
	Updated Transactions (Processing) > Location Transfers > Actual Location Transfer section to indicate that users can upload attachments using the [Attachments] button on the toolbar.	Updated for Patch V12-020 (24.74829, FIN-11915).
	Updated Transactions (Processing) > Automatic Charge-Out > Review Transactions for Automatic Charge Out section to indicate that users can upload attachments using the [Attachments] button on the toolbar.	Updated for Patch V12-020 (24.74829, FIN-11915).
	Updated Queries > Executive Query section to add details to the Revenue Trans button regarding the [Attachments] button, used to view available attachments uploaded from the Time Entry, Actual Location Transfer Entry, or Charge Out Review screens.	Updated for Patch V12-020 (24.74829, FIN-11915).
	Updated Setup > System Data Module > System Options – Assets Tab > Fields Relevant to the Equipment Module section to add a note under the 'Use Billing Revenue Cap' checkbox to indicate that this option must be unchecked to display the charge cap fields in the General tab of the Equipment Maintenance screen ("Maximum charge out will be (Percentage)" and "of Equipment Value") .	General update (00526604).
	Updated Setup > Maximum Charge Cap % > Equipment / Job Level Maximum Amount section to update the screenshot to reflect the latest version of the software UI and to revise the figure caption.	Updated for Patch V12-020 (24.81665 / FIN-13736).
	Updated Quick Guides with a new quick guide to Reduce Quantity in Bulk Equipment.	General update.
ESS Administrators - R12	Updated Manager Self Service section with a new subsection for My Team (Web).	Updated for Construct ESS release v1.2.6.
ESS Employees and Applicants - R12	Updated Payment Administration > Personal Enrollment section to update the screenshots in this section to reflect the latest version of the software. Also moved description of Reset Enrollment button from the Confirmation section to the Personal section.	General update.
	Updated Payment Administration section with a new subsection for Payslips (Web).	Updated for Construct ESS release v1.2.6.
	Added new section for Personal Timesheet (Web).	General update.
	Added a new section for Quick Guides and included: Adding JSP Version of View Vacation Balance Azure Authentication for ESS	General update (00542995).
E-Time - R12	Updated E-Timesheet > Crew & Mechanic Time > Crew/Mechanic Time Configuration section to reflect the latest version of the software.	General update.
	Updated E-Timesheet > Crew & Mechanic Time > Mechanic Timesheet Entry section to provide details about the 'Exclude Time from OT Processing' checkbox.	General update.
	Updated E-Timesheet > Setup > Access Codes Administration section as follows: Updated Employees - Tab section to remove the Default checkbox and provide details about the Default field and the Set As Default Employee button. Updated Payruns - Tab section to remove the Default checkbox and to add the Filter For Approver checkbox. Updated Jobs - Tab section to provide details about the Job Name field, Default field, and the Set As Default Job button. Removed details about the Default checkbox. Updated the Accounts - Tab section to provide details about the Description field, Default field, and the Set As Default Account button. Removed details about the Default checkbox.	General update (00549531).
	Updated E-Timesheet > Setup > E-Time Role Maintenance > E-Time Role Setup > Timesheet section to add a description for the following permissions: Allow E-Timesheet For Equipment - Checkbox Allow E-Timesheet For Work Order- Checkbox Allow Expense - Checkbox	General update.
	Updated E-Timesheet > Setup > E-Time Role Maintenance > E-Time Role Setup > Crewtime section to add a description for the Allow Manage by Crew checkbox.	General update (00549093).
	Updated E-Timesheet > Setup > Crew Timesheet Configuration section to update the screenshot to reflect the latest version of the software.	General update.
	Updated E-Expense > Expense Approval Levels section to re-name "Assigning Approvers to Levels" subsection to "E-Time Expense Approvers" and moved it up one heading level.	General update.
	Updated Quick Guides section with Transitioning from Current JSP E-Time to New Construct ESS (E-Time).	General update.
GC Monitor - R12	Updated GC Monitor > Labor – Tab to include details about the Sequence Number field.	Updated for Patch V12-020 (PC-6266/23.76519).
	Updated Setup > Pay Rates Setup > PY Control – Pay Rate for Charging Job Timesheets section to update the screenshot for the Rules tab of the Payroll Control screen.	General update.
	Updated Setup > Forecasting Equipment > Process > Complete Needs in Resource Planning section to update the screenshot for the Resource Planning Detail screen to reflect the latest version of Resource Planning.	General update.
General Ledger - R12	Updated Setup > Maintain Companies > General Information – Tab > [Company Detail] – Button > Accounting Details section to include details about the 'Maintain Currency Balances' checkbox.	General update (00527210).
	Updated Setup > Maintain Companies > General Information – Tab > [Company Detail] – Button > Accounting Details section to include details about the Remeasurement Adjustment Account field.	General update (00527211).
	Updated Setup > Maintain Companies > Maintain Accounts (Chart of Accounts) section to add details about the following checkboxes: Monetary Account - Checkbox Remeasure Foreign Currency Balances - Checkbox	General update (00527211).
	Updated Setup > Maintain Budgets section to update the details to reflect the latest version of this screen. Added a description for the Query Data button.	General update.
	Updated Setup > Local Tables > Account by Department section to add some additional details about using this screen.	General update.
	Updated Setup > Local Tables > Cost Pool Allocations section to update the screenshot to reflect the addition of the import functionality.	Updated for Patch V12-020 (24.84695, FIN-14521).
	Updated Transactions > Enter Transactions to remove the note under Transaction and Detail sections regarding the Insert and Insert Multiple buttons in the Block Toolbar. These buttons will become available upon loading the screen now.	Updated for Patch V12-020 (24.84641, FIN-14506).
	Updated Transactions > Enter Transactions > Transaction – Section to add a note to indicate that users must first enter and save information in the Transaction section for the Insert and Insert Multiple buttons to appear on the Block toolbar in the Detail section.	General update (00526761).
	Updated Transactions > Enter Transactions > Detail – Section to add a note under the Weight/Measure Code field to indicate that when using the Import button to import data for General Ledger transactions, the WM column is required.	General update (00526062).
	Updated Logs > Transaction Detail section to update the screenshot to reflect the latest version of the software.	Updated for Patch V12-020 (24.84647, FIN-14516).
	Updated Reports > Financial Document Formatter 2.0 > Overview section with a note to clarify that it is not possible to restrict users in the Financial Document Formatter 2.0 screen to see only specific company documents. There is no company security for documents.	General update (00523483).
	Updated Reports > Financial Document Formatter 2.0 > Maintain Budgets section to update the figure caption to accurately reflect the treeview path.	General update.
	Updated Reports > Financial Document Formatter 2.0 > Format Financial Documents section to update Add New button to Create Document button and to include a screenshot.	General update.
	Updated Reports > Financial Document Formatter 2.0 > Create New Financial Document from Scratch > Part 1: Define Document Header section under the Title field description to add a note to clarify that even if the Information icon is not displayed in your environment, dynamic titles with supported tags can still be used.	General update (00527907).
	Updated Reports > Financial Document Formatter 2.0 > Create New Financial Document from Scratch > Part 1: Define Document Header section to update Add New button to Create Document button.	General update.
	Updated Reports > Financial Document Formatter 2.0 >Create New Financial Document from Scratch > Part 4: Hide Specific Columns/Rows or Reverse Sign (Optional) section to clarify that you can only reverse sign in rows/columns, not specific cells.	General update (00524320).
	Updated Utilities section with a new subsection for Remeasure Foreign Currency Balances.	General update (20.28454, FIN-10697, 00527211).
	Added new quick guide for Prevent Posting to an Account.	General update.
Getting Started - R12	Updated Customizing Enterprise Console > Lite Editor > Launching Lite Editor for Customizations > Step 1 to Cloud customers are allowed to perform Lite Editor customizations at the Configuration level for the TENANT group only. Therefore, the drop-down menu is not available for Cloud environment users.	General update.
	Updated ADF Screens > Reports > Report Specific Parameters section with some details about the Relative Date field and a link to more information in the Using the Relative Date Field for Recurring Reports quick guide.	General update (00535887, 00522781).
	Updated ADF Screens > Reports > Output Parameters > Destination section as follows: Updated available options to include Preview with Cold Storage and Cold Storage. Updated Email option to reflect latest functionality in software.	General update.
	Added a new section for Frequently Asked Questions and added a general question about filtering records on screens with a table view.	General update (00521992).
	Updated Quick Guides section with a new quick guide for Master List of Status Codes.	General update.
	Updated Quick Guides section with a new quick guide for Using the Relative Date Field for Recurring Reports.	General update (00535887, 00522781).
Greenshades - R12	Updated Reporting via Greenshades > 941 Reporting section to clarify that the W2/T4 Parameters screen is available in the US Payroll module and in the International Payroll module.	General update.
Human Capital Management - R12	Updated Hiring Requisitions > Requisition Activity > Requisitions – Section to re-name the "Description" field to "Job Classification". Also updated the screenshot to reflect this change.	General update.
	Updated Applicant Self-Service & Applicant Management > Applicant Self-Service > Format Link to Applicant Self-Service section to add a note to indicate that Applicant Self-Service is not available for CMiC Cloud. Removed Format for CMiC Cloud Clients subsection.	General update (00538312/ 00463582).
	Updated Performance Management > Overview section with details about the screens available under this menu item.	General update.
Human Resources - R12	Updated HR Setup > Local Tables > Classifiers section to add a note to indicate that when defining classifiers in the Field Maintenance screen (standard Treeview path: System > User Extensions> Field Maintenance), the length must not exceed 16 characters, otherwise the field name may not be displayed properly.	General update (00540061).
	Updated Personnel section with the following three subsections: Employee Query Work History Performance Review	General update.
	Updated Personnel > Employee Profile > HR - Tab section with the following field descriptions: Contract Type Post Grad Loan Indicator - Checkbox Post Grad Loan Type Employee Hire Term - Button	General update.
	Updated Personnel > Employee Dashboard section to add more detail and update the existing content to reflect the latest version of the software. For example, re-named Go to Employee Profile button to Employee Profile and removed the description for the Go to Employee History button since it's now obsolete. Added description for the Create Contact button.	General update.
	Updated Personnel > Relatives > Relative Details – Tab section to update the description for the Status Effective Date to indicate that this field should be left blank if the company has non-standard benefits with effective values defined in a table base (e.g., a benefit calculated based on the relative's age).	General update (00434486, 00534081).
	Updated Benefit and Deduction Administration > Benefits > Master Benefits section to add a description for the 'Daily One Max Value' checkbox.	Updated for Patch V12-020 ( 23.70229/JIRA HCM-6250).
	Updated Benefit and Deduction Administration > Benefit and Deduction Table Bases section with a description for the Term field.	General update.
	Updated Benefit and Deduction Administration >Updating Benefits and Deductions at Year End section to revise Step 1 to clarify that plans are not deleted, they are ended by entering an end date in the Advanced tab of the Detail section of the screen. Once a plan is ended, it can be duplicated for the new year with the new rate.	General update (00546524).
	Updated Benefit and Deduction Administration >Updating Benefits and Deductions at Year End section as follows: Updated Step 1 with a cross-reference to the Benefit and Deduction Setup section. Updated Step 2 with a cross-reference to the Rules section. Updated Setup 3 to replace the screenshot to reflect latest version of software and to provide a cross-reference to the Election by Employee section.	General update.
	Updated Safety section to provide more detail about the screens located under this menu item.	General update.
	Updated Safety > Safety Codes > Accident types section to re-name the section to "Incident Severities".	General update (HCM-1373, Issue 21.45736).
	Updated Reports > Affordable Care Act Reports section to add more detail to the following subsections: ACA Data Query (Monthly) ACA Data Query (Yearly)	General update.
	Added a new Quick Guides section and moved Incident Claim Reserves Setup subsection under here.	General update.
	Added a new quick guide for Creating an ACA File.	General update.
Imaging – R12	Updated Working with Images section to include a new subsection for Reactivate Deleted Images.	General update.
	Updated Imaging Setup > Imaging Control > Imaging Controls – Tab > Invoice Validation – Section to provide details about the 'Automatically Update Final RFP Flag' checkbox.	General update.
	Updated Imaging Setup > Imaging Control > Imaging Controls – Tab > Flysheet Security – Section to clarify how the 'Return Notification to Reassigned User' checkbox is used.	General update.
	Updated Imaging Setup > Imaging Control > Imaging Controls – Tab > Image Manager – Section to update the names of the following fields: SC RFP Document Type Copy RFP Image to Imaging SC RFP Source	General update.
	Updated Imaging Setup > Imaging Control > Imaging Controls – Tab > Miscellaneous Options – Section to provide details about the Hire Term Workflow field.	General update.
	Updated Imaging Setup section with a new subsection for Standard Workflow for Fillable PDFs.	Updated for Patch V12-020 (23.75313).
	Updated Imaging Setup > Viewer By Type section to provide more details about the options available in the Viewer Name field.	General update (00525199).
	Updated Imaging Security > Step 3: Applying Object Type Security section with details about the Flysheets, Sources, Searches, Buttons, Viewers, and Album Types buttons.	General update.
	Updated Imaging Security section with a new subsection for Security Role Maintenance for Imaging.	General update.
	Updated Quick Guides > Generating Fillable PDFs quick guide with a new subsection for Step 5: Submit a PDF.	General update.
	Updated Quick Guides section with Ad-Hoc Approvals – Cloud.	General update
	Updated Quick Guides section with Automating Storage of AP Checks to Imaging.	Updated for Patch V12-020 (ECMDEV-3817, 24.80831).
	Updated Quick Guides section with Retrieving Documents Related to Records in CMiC from Image Manager.	General update.
	Updated Quick Guides with Understanding the 3-Way Match Process in Image Manager.	General update (21.46924).
International Payroll - R12	Updated Setup > Company section with a new subsection for Rules - Tab and included a description for the TD4 Exemption on Timesheet field.	General update.
	Updated Setup with a new subsection for Utilities. Added a new subsection for Employee Nationality Details.	Updated for Patch V12-020 (24.83957/HCM-11852).
	Updated Government Forms > T4 Forms section to provide details about the 'Merge multiple Work Locations in one T4' checkbox.	General update (00470753).
	Updated Reports section with an entry for the Tax Remittance Report (PY1090_DEPT).	Updated for Patch V12-020 (24.85009/HCM-11411).
	Updated Reports > Tax Remittance Report section with details about the 'Group by Department' checkbox, which is used to generate the enhanced Tax Remittance Report (PY1090_DEPT).	Updated for Patch V12-020 (24.85009/HCM-11411).
	Updated Calculations for Dubai Region > Leave Accruals section to include a caption under the screenshot.	General update.
	Added two new subsections to show examples of standard CA check and stub formats: Standard CA Check Formats Standard CA Stub Formats	General update.
Inventory - R12	Updated Setup > Inventory Locations section to indicate that An inventory location cannot be disabled but can be deleted if there are no items at that location and it is not linked to any item/equipment as a home location. Unchecking the ‘Active’ box for a particular item in the Item Detail screen will not disable the item’s location, and the location will remain available for selection.	General update (00541445).
Job Billing – R12	Updated Creating a Billing Contract > Contract Entry > Risk Management – Tab section to provide details about the Amount fields.	Updated for Patch V12-020 (PC-544/20.18275).
	Updated Creating a Billing Contract section with a new section for SDI Transactions.	Updated for Patch V12-020 (PC-544/20.18275).
	Updated Creating a Bill > Approving Invoices > Unapproved Invoices section to include details about the Unapproved RFP Exists checkbox.	Updated for Patch V12-020 (PC-2766/21.47949).
	Updated Creating a Bill > Posting the Invoices section to add a note to explain how the Posting Date field is affected by two checkboxes in the Job Billing and Accounts Receivable Control Files.	Updated for Patch V12-020 (PC-2399/22.61408).
	Updated Creating a Bill > Posting the Invoices section to add a fourth item to the note to indicate that zero dollar invoices will be highlighted in purple and there will be no posting reports for these invoices.	General update.
	Updated Setup > JB Control File > General - Tab section to add a cross-reference to the Post Date Defaults to System Date checkbox to indicate that users see Posting the Invoices section for further details on the Posting Date field in the Invoice Posting screen.	Updated for Patch V12-020 (PC-2399/22.61408).
	Updated Setup > Billing Rate Maintenance > Rate Detail section to clarify details in the note about the Post Burdens By field.	This field is now a drop-down menu.
	Updated Setup > Risk Management Rules section with descriptions for the following risk/SDI fields: Company Department Account Insurance Carrier Charge Rate Rate by Date Range for Charge Rate - Button Pre Con - Checkbox Non-Wrap - Checkbox Wrap - Checkbox	Updated for Patch V12-020 (PC-544/20.18275).
	Updated Defining Invoice Formats > Invoice – Tab section to clarify the note under the Group Summary field description, to indicate that an AIA Job Billing draw can only handle up to three group codes (it doesn’t matter which is used, e.g. Group Codes 1, 3, and 5 can be used for an AIA), and a Free Form invoice can have up to five group codes.	General update.
	Updated Defining Invoice Formats > Invoice Options – Tab >Progress Bill Style Invoices Options section to include JBPB_G742B with separate SOV columns.	Updated for Patch V12-020 ((PC-8218/23.79308).
	Updated Reports > Billing Backup With Image Links section to add details to the description for the Define Image Search button to clarify what the deliverables are after the report is run and how to view the contents.	General update (00519088).
	Updated Quick Guides > Setting Up JBBACKUP with Image Links section in Step 1 to clarify the note and update links and names targeted to Cloud customers.	General update.
	Updated Quick Guides > Allow SC Request For Payment Creation From Billing Invoice section to update two references to the 'Auto-Gen SC RFP' checkbox with the correct label.	General update.
	Updated Quick Guides section with a new subsection for Creating SDI Transactions.	Updated for Patch V12-020 (PC-544/20.18275).
	Updated Quick Guides section with a new section for Printing Tax 2 Registration Number on Canadian Invoices.	Updated for Patch V12-020 (PC-12218/24.85937).
	Updated Quick Guides section with a new section for Approving Invoices Based on the Unapproved RFP Exists Checkbox.	Updated for Patch V12-020 (PC-2766/21.47949).
	Updated Quick Guides section with a new section for Overtime Rules Processing.	Updated for Patch V12-020 (PC-11943/24.80594).
Job Costing - R12	Updated Creating a Job > Enter Job section to indicate that when creating a new job, the Enter Job screen prevents users from creating jobs with inconsistent Job Billing map codes under the same Job Billing contract. A soft warning message will appear but does not prevent users from saving the job entry.	Updated for Patch V12-020 (PC-8787/24.80272).
	Updated Creating a Job > Assign Cost Codes (Phases) section to specify that controlling and subcategories cannot be assigned to the same cost code. This applies to both the Add/Remove Categories button and the Category Detail button. This was updated under the Selection Criteria and Cost Code Detail sections.	General update (00519068, 00542647).
	Updated Creating a Job > Enter Job > Cost Status Query Mapping – Tab section to correct the file path under the screenshot.	General update.
	Updated Using WBS Capabilities section to add a note to warn users about deleting WBS codes.	Geneal update (00535911).
	Updated Working with Bid Jobs > Win/Lose Bid section to add details to the Date, Post Date fields to clarify how dates are being used for jobs, projects, and win/lose bids.	General update.
	Updated WIP Processing > Enter and Post WIP Adjustments > WIP Adjustment – Tab section to clarify the calculations for the GAAP Earned Revenue field.	General update (00536752).
	Updated Logs > Transaction Detail section to clarify details about the Post Burdens By field. This field is now a drop-down menu.	General update (00530421).
	Updated Reports section to build out each of the reports to show the parameter screens and examples of the reports. Also reviewed and updated the User-Defined Reports section.	General update.
	Updated Utilities > Recalculate Balances section to add a note under the field description for Company, From Job, To Job to clarify that when the From Job and To Job fields are set as controlling jobs, any subjobs within those controlling jobs are not recalculated.	General update (00534306).
	Updated Utilities > Snapshot section to document the ‘Re-create existing Snapshot Details Record for Job’ checkbox.	General update (00519640).
	Updated Setup > Control File > WIP – Tab section to provide details about the Apply Margin % checkbox.	Updated for Patch V12-020 (23.71794).
	Updated Setup > Enter Category section to update the description for the Available On SC/AP field to indicate that the system privilege JCAECCAT can override this setting.	General update (00544124).
	Updated Quick Guides > Using Cost Code Structure by Dept/Job > Create and Assign Cost Codes on the Fly section to add details about the security permissions required when using this feature.	General update.
Lite Editor - R12	Updated Lite Editor – Screen > Fields – Tab > [Add Field] – Button > Add Custom Field – Action Type section to add a note to indicate that there is no field security available for User Extension (UE) custom fields.	General update.
	Updated Launching Lite Editor for Customizations > Step 1 section with a note to indicate that Cloud customers are allowed to perform Lite Editor customizations at the Configuration level for the TENANT group only. Therefore, the drop-down menu shown in the above screenshot is not available for Cloud environment users.	General update.
	Updated Quick Guides > Add BI Visualization to UIRuntime Program in Lite Editor using BiFrame > Process > Add a Visualization to indicate that if the list of dashboards available in the Dashboard Id field is limited to the CMiC default data source or BI reports from a custom data source, then verify the security roles assigned to dashboards in the Assign Roles screen. For a dashboard to be available in the Dashboard Id field, users must hold the same security role that has been assigned to the dashboard.	General update.
Material Sales - R12	Updated Producing Tickets > Ticket Entry > Ticket - Section to add more detail to the Trucker Pay field regarding calculations.	General update.
	Updated Processing Truckers Payroll > Trucker Pay Preparation section to include details about the Process $0 tickets checkbox.	Updated for Patch V12-020 (CAM-4745/24.80622).
	Updated Processing Truckers Payroll > Trucker Pay Review and Post > Invoices section with a note to indicate that this section will only display invoices with zero-dollar trucker amounts if the ‘Process $0 tickets’ box is checked on the Trucker Pay Preparation screen. In addition, formatted and revised existing content to clarify how the fields on this screen are used and to reflect latest version of software UI.	Updated for Patch V12-020 (CAM-4745/24.80622).
	Updated Setup > Control File section to update the tabs to reflect the latest version of the software. Improved the flow of content and clarified which fields are mandatory.	General update (00527209).
	Updated Setup > Price Lists > Entering the Price List > Date Range – Section to add a note to indicate that the MSLOCKPDTL system privilege is required for a user to save a date range.	General update (00527208).
	Updated Setup > Classifiers section to add a note to indicate that when defining classifiers in the Field Maintenance screen (standard Treeview path: System > User Extensions> Field Maintenance), the length must not exceed 16 characters, otherwise the field name may not be displayed properly.	General update (00540061).
Microsoft Integration Package - R12	Updated GCS Templates for Collaborate Pay Request section with two additional templates: GCS Conditional Final Lien Waiver Template GCS Unconditional Final Lien Waiver Template	General update.
Microsoft Integration Package - R12	Updated Frequently Asked Questions section to add information about using UDFs in Form Letters/MIP.	General update (00539856).
Opportunity Management - R12	Updated Opportunities > Allocation - Tab section to update the BDM field to indicate that this field’s LOV shows the system contacts (who are also Enterprise users) for the corresponding company selected. These system contacts are users who are created through User Maintenance either through Enterprise or Field (with the Enterprise information).	General update (00547551).
	Updated Reports > Sales Forecast Report section to add a note to indicate for the report to run with values, the Market Sector and Year fields for an opportunity need to be populated in the OM Sales Plan screen.	General update (00528232).
	Updated Reports > Sales Forecast Report Grouped section to add a note to indicate for the report to run with values, the Market Sector and Year fields for an opportunity need to be populated in the OM Sales Plan screen.	General update (00528232).
	Updated Reports > Surety Job Summary Report section to clarify that for the report to generate, WIP needs to be posted. Also provided more detail to the description for the Contract Type field to indicate that "all types" refers to opportunities/jobs with or without a type code and does not refer to jobs without opportunities.	General update (00459889).
	Updated Setup > Sales Stage Tasks section with more detail and to point out that once tasks are created , they can be viewed and/or inserted into the Tasks section of the Life Cycle tab of an opportunity.	General update (00537304).
	Updated Setup > Sales Plan section to add a note to indicate for the Sales Forecast Report and Sales Forecast Report Grouped Report to run with values, the Market Sector and Year fields for an opportunity need to be populated in the Sales Plan screen. Also provided details for the fields in this screen.	General update (00528232).
	Updated Quick Guides > Budget Spread Rule Calculation section to add a note to indicate that currently only the GLPERIOD (G/L period) interval option can be used for opportunities, as the other options are related to the deprecated detailed time phased budgeting functionality.	General update (00538051).
Pay Request - R12	Updated Create Subcontract Tied to Pay Request section to update the screenshots to reflect the latest version of the software and to add details about the ability to assign MIP templates to multiple subcontracts.	Updated for Patch V12-020 (PC-5011, 23.69307).
Pay Request - R12	Updated Create Subcontract Tied to Pay Request section to add the following standard templates: GCS Conditional Final Lien Waiver.docx GCS Unconditional Final Lien Waiver.docx	General update.
Power BI Connector	Added a new section under Integrations for CMiC API Power BI Connector.	New!
Preventive Maintenance - R12	Updated Tasks > Define Tasks > Tasks section to add a description and cross-references to more information about the Budget, Schedule Rules, and Duplicate buttons.	General update (00527801).
	Updated Close Outsection as follows: Reviewed and updated Close Work Items subsection to remove outdated content and add any missing details. Reviewed and updated Physically Close Work Items subsection to remove outdated content and add any missing details. Added information on the ‘Pending for Physical Completion of Work Items Only’ checkbox. Reviewed and updated Post Work Items subsection to reformat to improve layout and readability.	General update.
	Updated Setup > Local Tables > Company Control File section to provide more details about the options available in the Default WO Costing Type field.	General update (00524554).
	Updated Setup > Expense Allocation > Allocation section to change the name of the "Equipment Code" and "Equipment Name" fields to "Transaction Code" and "Transaction Name". Also reviewed the existing content in this section to improve clarity of field descriptions and general layout.	Updated for Patch V12-020 (24.80877, FIN-13522).
Project Gateway - R12	Updated Gateway Setup > Registering with Global Collaboration Services section with a note to indicate that we will be updating CMiC Collaborate to use a more modern authentication protocol powered by Microsoft/Azure. A link is provided to Collaborate Gateway Login with Azure, which provides details about the new Azure process.	General update.
Purchase Order - R12	Updated Enter Purchase Order > Purchase Order – Section > General – Tab > [Change Vendor] – Button section to add a note to indicate that the button is also enabled for automatically approved POs.	General update.
	Updated Enter Purchase Order > Purchase Order – Section > General – Tab > [Populate Summary] – Button section to add a note to indicate that the button is disabled for POs with a"Not Approved" status in the Status field.	General update (00529076)
	Updated Enter Purchase Order > Purchase Order – Section > General – Tab > [Populate Summary] – Button section to add a note to indicate that the button is only enabled for POs with an "Approved" or "Not Approved" status in the Status field.	Updated for Patch V12-020 ( 24.85862, CAM-4878).
	Updated PO Receipts > Enter Warehouse Receipt (Warehouse Receiving) > Optional Fields (Order Quantity, Order WM, Received To-Date Quantity) section to include additional details about these optional fields.	General update (00501809).
	Updated PO Receipts > Enter Warehouse Receipt (Warehouse Receiving) > Optional Fields (Order Quantity, Order WM, Received To-Date Quantity) section to include details about the new Comments field.	Updated for Patch V12-020 (CAM-4300/24.81543).
	Updated PO Receipts > Enter Cost Receipt > General – Tab section under the description for the Purchase Order and Release Number field to indicate that the system will issue a warning if the 'Warning (for manually entered receipts) – if unposted receipt for PO already exists' box is checked on the Receipts tab of the Purchase Order Control Screen.	Updated for Patch V12-020 (CAM-3930).
	Updated Queries > Vendor by Inventory Item Query section as follows: Revised heading to match name on screen "PO Inventory Item Query". Added description for Query Data button. Added description for Ordered Amount. Added any missing field descriptions and updated the description for Outstanding Amount.	Updated for Patch V12-020 (CAM-3787/ 23.75246).
	Updated Utilities > Close/Re-open POs section with a note to indicate that once the outstanding commitment has been reversed, it will not be reinstated to the job if the purchase order is re-opened.	General update.
	Updated Utilities section with a new subsection for Re-Open PO Detail Line.	Updated for Patch V12-020 (CAM-3686/24.80736).
	Updated Setup > Purchase Order Control > Purchase Order Defaults – Tab > Other section to remove a duplicate paragraph under the description for the 'Populate Item Description To Line Comment' checkbox.	Updated for Patch V12-020 (CAM-4300/24.81543).
	Updated Setup > Purchase Order Control > Purchase Order Defaults – Tab > Other section to provide a description for the 'Allow Zero Unit Price on PO lines' checkbox.	Updated for Patch V12-020 (CAM-4300/24.81543).
	Updated Setup > Purchase Order Control > Receipts – Tab section to revise the title of the 'Warning (for manually entered receipts) - if unposted receipt for PO already exists' checkbox.	Updated for Patch V12-020 (CAM-3930).
	Updated Setup > User ID Cross-Reference section to add a note to indicate that before deleting a user ID in this screen, first delete it from the related module(s). The system will alert users if they have not deleted the user ID from any related screens (e.g., from the Purchase Order Roles screen).	Updated for Patch V12-020 (CAM-5156).
	Updated Setup > User ID Cross-Reference section to indicate that records can be created manually or imported.	Updated for Patch V12-020 (CAM-4415/24.83752).
	Updated Setup > Purchase Order Roles section to indicate that records can be created manually or imported.	Updated for Patch V12-020 (CAM-4804/24.85648).
	Updated Quick Guides section with new guide for Adding Hyperlinks to PO Using Text Code Details.	General update (00510294).
Requisitions - R12	Updated Processing Requisitions > Create Purchase Order From Requisition > Details section to document any missing fields. For example, Vendor Code, PO Number, Line, Class, Item Code, Item Name, Type, and Location fields.	General update (00475800).
	Updated Queries > Requisition Query section to provide details about the following three fields: PO Vendor Code PO Currency Code PO Order Quantity	Updated for Patch V12-020 (CAM-2352).
	Updated Local Tables > User ID Cross-Reference section to add a note to indicate that before deleting a user ID in this screen, first delete it from the related module(s). The system will alert users if they have not deleted the user ID from any related screens (e.g., from the Purchase Order Roles screen).	Updated for Patch V12-020 (CAM-5156).
Scheduling 2.0 - R12	Updated Earned Value Management section with a note to indicate that this program is no longer being supported.	General update (00460152, 19.78641, PC-141)
Subcontract Management – R12	Updated Contracts > Enter Subcontract/Change Order > Subcontract Information section to specify that once a subcontract is saved with vendor and contract codes, the Vendor and Contract fields can no longer be edited.	General update (00540572).
	Updated Payments > Entering Request for Payment > Details – Tab section to document the Vendor address field.	Updated for Patch V12-020 (ECMDEV-5397, 23.76460).
	Updated Payments > Entering Request for Payment > Details – Tab section to add a cross-reference to the description for the Advance Payment checkbox which references the Advance Payment quick guide.
	Updated Payments > Print Certificate of Payment > Selection Criteria section to provide details about the options available in the Invoice Format field, including the new "Subcontract Invoice (Stored Material)" format. Also added a new subsection for Sample Reports.	Updated for Patch V12-020 (PC-8411/23.79669).
	Updated Status > Over-Ride Voucher Status section as follows: Updated screenshot and file path of figure caption. Under Invoices section changed field label "VouCPayCode" to "Status Code". Also added field descriptions for Closed Status and Pay Notes. Updated screenshot for Compliance button. Under Actions section, added a note under the Documents button to clarify that it is not used to attach documents.
	Updated Status > Change Compliance Status – Pop-up as follows: Added more detail regarding field descriptions under Selection Criteria. Updated screenshots under the Company, Contract, and Voucher tab. Under Voucher tab, added details about the Status field.	General update.
	Updated Utilities > Modify Original Contract section to add a note to indicate that if posted RFPs exist on a subcontract with a tax code, updating the tax code will not retroactively alter the RFP amount and will not generate an adjustment posting report for any previous RFPs posted with the original tax code.	General update (00537178).
	Updated Setup > Local Tables > Control (SC Control File) > Contract Defaults – Tab section to update the description for the 'Do Not Allow Posting If Contract Exceeds Budget' checkbox to clarify that the system only validates against the subcontract commitments and the budget, not all commitments.	General update (00534502).
	Updated Frequently Asked Questions section with a question about compliance codes message.	General update (00525913).
	Updated Frequently Asked Questions section to re-phrase the question related to using the ‘Allow Only Single Job per Voucher’ checkbox located in the AP Control File settings.	General update.
	Updated Quick Guides > Reverse Tax Charges for RFPs to indicate that this functionality is available for clients in the UK, Ireland, Germany, and the Netherlands. Updated screenshots and pointed out that when an RFP is posted, the system will automatically debit and credit the same Tax Credit Account.	Updated for Patch V12-020 (23.79818).
	Updated Quick Guides section with a new section for Advance Payment.	General update (20.34826).
Subcontractor Prequalification - R12	Updated Subcontractor Prequalification Applicants section provide information about the CAP Required and CAP Approved fields.	General update (00531809).
Subcontractor Prequalification - R12	Updated Prequalification Setup > Prequalification Control section to add a new subsection for Enable Financials Required Prompt to include details about the ‘Enable Financials Required Prompt’ checkbox.	General update (00541026).
System Administration Guide – R12	Updated DBDEFINE.SQL Encryption for CMiC Environment > Implementation > Updating Jasperserver-tools Utilities section to remove the note for patch V12-015-2 or later.	General update.
	Updated CMiC Enterprise Licensing Matrix > Important Notes > Concurrent Enterprise Licensing section to indicate that if closing the browser from the Close icon (X), the release will not happen immediately and may take up to 15 minutes. Also updated screenshot for the UI Runtime Error message when the maximum number of concurrent spots taken.	Updated for Patch V12-020 (TOOL-2521).
	Updated CMiC Enterprise Licensing Matrix > Important Notes > General section to indicate that as of Patch 20, to use BI/Analytics you must have a valid license assigned (e.g., Enterprise/Field, Field, Enterprise, CRM, or Site Management) from the Maintain License Pools screen in the System Data module. Removed BI from the table of modules unrelated to license pools but proper menu and security assignment will provide access to them.	Updated for Patch 20.
	Updated CMiC Cloud SSO Authentication to remove the note which indicates that CMiC SSO is currently being released as a soft launch for Cloud UPG customers only.	General update.
	Updated CMiC Cloud SSO Authentication > Getting Started > User Audit Program section to add a subsection for Launching Treeview Builder for CMiC SSO ATLAS and NOVA.	General update (00522581).
	Updated CMiC Cloud SSO Authentication > Getting Started > Switching Between Tenants section to add an alternative method of switching between tenants using the Switch Tenant button.	General update.
	Updated CMiC Cloud Application Selector > Troubleshooting section to update the URLs to reflect the current Cloud naming convention for ATLAS and NOVA.	General update.
	Updated How To > SMTP Wallet Setup section to add a note to indicate that this setup does not apply to Cloud customers.	General update (00544286).
	Updated How To > Configuring SMTP Mail Settings in CMiC section to add a note to indicate that this section does not apply to Cloud customers.	General update (00544286).
	Updated How To > Using CMiC SSO on Mobile Devices > Cloud Customers section to update the current Cloud naming convention for ATLAS and NOVA.	General update.
System Data - R12	Updated Setup > System Options > General - Tab > Other section to remove the External Web Services button.	Updated for Patch V12-020 (CAM-4788).
	Updated Setup > System Options > General - Tab > Other section to update the description for the LDAP Servers button to include details about the Federated SSO checkbox.	Updated for Patch V12-020 (CAM-4233).
	Updated Setup > System Options > General - Tab > Other section to update the description for the Web Servers button to include details about the Federated Collab Server checkbox.	Updated for Patch V12-020 (CAM-4233).
	Updated Setup > System Options > General - Tab > Other section to update the description for the Web Servers button to include a note in the Create ACH Email Address to indicate that Cloud clients may have to contact CMiC Support for setting up the ACH email address..	General update.
	Updated Setup > System Options > Global - Tab section to add a note to the 'Back fill Business Partners from Vendors or Customers' checkbox to indicate that if checked, the Vendor Code and Vendor Name fields will be hidden in Table mode on the Maintain Vendors screen in the Accounts Payable module.	General update (FIN-15255).
	Updated Setup > System Options > Global - Tab section to add the Default Locale and Default Timezone fields.	Updated for Patch V12-020 (CAM-3702/ 23.78944).
	Updated Setup > System Options > Financials - Tab section to document the 'Store Image Of AP Checks And Stubs At Posting Time' checkbox.	Updated for Patch V12-020 (ECMDEV-3817, 24.80831).
	Updated Setup > System Options > Assets - Tab section to add a note under the 'Use Billing Revenue Cap' checkbox to indicate that this option must be unchecked to display the charge cap fields in the General tab of the Equipment Maintenance screen ("Maximum charge out will be (Percentage)" and "of Equipment Value") .	General update (00526604).
	Updated Setup > System Options > E-Timesheet - Tab section to revise the label for the Activate "Filter for Approver" in Access Code Administration Screen checkbox and to replace the screenshot to reflect the latest version of the software.	General update.
	Updated Setup > System Options > AI - Tab section to remove the Opt-in to Project Pulse checkbox and Choose AI Provider field. Added descriptions for the following new fields: AI Feature Name Enabled - Checkbox Monthly Spend Limit Amt Current Usage Amt	Updated for Patch V12-020 (CAM-4788).
	Updated Security section to move API Security into the new API Management section.	Updated for Patch V12-020.
	Updated Security > Roles > Define Roles section with a description for the AIASKANLTC system privilege.	Updated for Patch V12-020 (BI-466, BI-630).
	Updated Security > Roles > Define Roles section with a description for the ARVOIDRECN system privilege.	Updated for Patch V12-020 (23.76175 / FIN-12733).
	Updated Security > Roles > Define Roles section to revise the description for the PYHISTADJC system privilege from "Restrict" to "Allow".	General update.
	Updated Security > Roles > Define Roles section to remove the duplicate entry in the privileges table for JCAECCAT. Also added a note to clarify how the privilege is used.	General update (00544124).
	Updated Security > Users > User Maintenance > User section to clarify that the ‘Database User’ checkbox only applies to Enterprise clients and is not displayed for Cloud clients. This is also the case for the ‘Change Database Password’ checkbox located in the pop-up window launched from the Change Password button.	General update.
	Updated Security > Users > User Maintenance > General - Tab to specify that to add a new User record, press the Create New User button on the Block Toolbar.	Updated for Patch V12-020 (CAM-4777).
	Updated Security > Users > User Maintenance > General - Tab section under the Upload Photo button to indicate that when a photo is uploaded here, it cannot be removed and can only be replaced. Photos can only be removed on the Employee Profile screen in the US Payroll module using the Remove Photo button.	General update (00545421).
	Updated Security > Users > User Maintenance > General - Tab to provide details about the Default PM Console field, which is only available for Cloud users.	General update.
	Updated Security > Users >Defining User Preferences section to update the description for the Default Locale field and Default Timezone field to indicate that the default value for these fields is coming from the Global tab of the System Options screen. In addition, deleted the duplicate field descriptions for these two items.	Updated for Patch V12-020 (CAM-3702/ 23.78944).
	Updated User Extensions > UE Maintenance Overview > UE Field Maintenance section with a note to indicate that field security is not available for User Extension (UE) custom fields.	General update.
	Updated User Extensions > UE Maintenance Overview > Classifiers section with a note to indicate that when defining classifiers in the Field Maintenance screen, the length must not exceed 16 characters, otherwise the field name may not be displayed properly.	General update (00540061).
	Updated Global Tables > Electronic Reconciliation > Bank Check Reconciliation section to provide a reference to the List of Bank Reconciliation Formats in the General Ledger guide for more information on file formats supported by CMiC.	General update.
	Updated Reports section with information on the following two screens: Registered Data Sources Register Program Alternate Data Sources	Updated for Patch V12-020 (CAM-4865/22.63637).
	Added a new section for API Management with the following subsections: Webhooks API Security (moved from Security section) Subscription URL Definitions (Webhook Definitions) Subscriptions Mapping Webhook Status Log API License Log Webhooks Setup and Configuration	Updated for Patch V12-020 (CAM-4395).
	Updated API Management > Setup > API Security section with new screenshots to reflect the latest modifications and completed the following changes: Define API Roles: Provided a description for the 'System Defined' checkbox. Assign API to Role: Re-named node title and removed Roles section. App Registration: Added note to indicate that users will not be able to insert, update, or delete a system defined app (the System Defined box is checked) from the UI.	Updated for Patch V12-020 (CAM-3644).
	Updated API Management > Setup > API Security section to add a new subsection for API Security Layers Explained.	General update.
	Added new section for Frequently Asked Questions.	General update.
	Updated Quick Guides > Setting Up API Security section to reflect the latest modifications to the API Security screens.	Updated for Patch V12-020 (CAM-3644).
	Updated Quick Guides with a new section for Using Freight Charges.	General update (00543495).
UI Console - R12	Updated Setup for UI Console > Setting a Default Console > User Maintenance section with a note to indicate that the Default PM Console field is only available for Cloud users and can be used to set a user's default PM console.	General update.
UI Console - R12	Updated Customizing & Editing Consoles > Console Regions > Edit Region Content > Menu – Content Type section to add details about the 'Autocollapse' checkbox.	General update (00293421).
US Payroll - R12	Updated Setup > Company > Payroll Control > General – Tab section to provide more detail about the options available under the Post Burdens By field and to clarify how it is used.	General update (00530421).
	Updated Setup > Company > Pay Periods > Pay Period section to add a note to the Closed E-Timesheet Period field to clarify that this field does not affect the Crew Timesheet Entry screen.	General update (00346926/ 00441716/ 00271154).
	Updated Setup > Company > Overtime Rules section to indicate that to apply the overtime rules, the Overtime Rules Processing screen must be used.	General update.
	Updated Setup > Employees > Employee Profile > Personal - Tab section to provide details about the Service/Days field.	Updated for Patch V12-019 ( 22.61178, HCM-2157).
	Updated Setup > Employees > Employee Profile > Company - Tab section to add a description for the Default Security Group field.	General update (00530421).
	Updated Setup Employees > Employee Profile > Address - Tab section to include a note under the description for the Create BP/Vendor button to indicate that after the maximum BP code is reached (ZEMP9998), the following BP code will be EMP09999.	General update (00535513).
	Updated Setup Employees > Employee Profile > Address - Tab section to revise note under the description for the Create BP/Vendor button to specify that after the maximum BP code is reached (ZEMP9998), the next BP code will be EMP09999. After that, the format will change to the ZENxxxxx format, and the next record will be ZEN10000.	General update (00535996).
	Updated Setup > Employees > Employee Profile > Tax - Tab > [Exemptions] – Button section to provide details about the following fields: Residence Location Primary Work Location Multi-Jobs - Checkbox Dependants Tax Credit Other Income Other Deductions	General update.
	Updated Setup > Employees > Employee Profile > HR Info - Tab section with the following field descriptions: Contract Type Post Grad Loan Indicator - Checkbox Post Grad Loan Type	General update.
	Updated Setup > Employees > Employee History section to add a new subsection for Company - Tab, which provides a description for transferring employees using the Payroll Company field.	Updated for Patch V12-020 (23.72570/JIRA HCM-5714).
	Updated Setup > Employees > Employee Work Status section to provide a complete list of system-defined work status codes.	General update.
	Updated Setup > Local Tables > Real Crews > Crews - Section to indicate in the Type field that the Crew Type LOV only lists crew types with the 'Active' box checked in the Generic Crews screen.	General update.
	Updated Setup > Local Tables > Real Crews > Crews - Section to indicate in the Foreman field that the LOV only lists employees who have the 'Available for Dispatch' box checked on the Company tab of the Employee Profile screen.	General update.
	Updated Administration > Leave Administration > Master section to provide more details about the calculation methods available in the Leave Calculation Method field.	General update.
	Updated Administration > Leave Administration > Employee Leave Maintenance section to update the screenshot to reflect the latest version of the software and to provide a cross-reference to the Company Leave Maintenance section.	General update.
	Updated Administration >Benefit Administration > Master Benefits section to add a description for the 'Daily One Max Value' checkbox.	Updated for Patch V12-020 (23.70229/JIRA HCM-6250).
	Updated Administration > Payroll Taxes > Tax Calculation Method section to replace references to the Taxes by Location screen with Payroll Tax Accounting screen.	General update.
	Updated Administration > Payroll Taxes > Payroll Tax Accounting > Selection Criteria section to indicate if the local tax applies to all localities, enter "ALL" in the Location field.	General update.
	Updated Administration > Payroll Taxes > Payroll Tax Accounting > Tax Details section to provide details for the following fields: Alt Code Vendor Effective Date End Date Tax Type Calc Meth Comment	General update.
	Updated Administration > Payroll Taxes > Tax Rates section to include details about the 'User Tier 2' checkbox.	General update (00523545).
	Updated Administration > Workers’ Compensation > Workers' Compensation Benefits section to include details about deductions.	General update.
	Updated Timesheets > Timesheet Entry > Timesheet Details – Tab section to update the description for the Distribution Type (DT) field to indicate that "E" is used in E-Time and Crew Time, and "I" is not a valid distribution type in timesheet entry.	General update (15.03725).
	Updated Processing > Adjustments > Adjustment Entry > Adjustment Details section to add a description for the Date and Data Type fields.	Updated for Patch V12-020 ( 24.81652/HCM-10614).
	Updated Processing > Processing, Checks and Postings > Processing section to clarify that the Log Processing Steps checkbox is used by programmers for technical analysis at the database level.	General update.
	Updated Processing > Processing, Checks and Postings > Void Checks section to document the Check Number field. Also re-named "Payroll Journal" field to "Journal".	General update.
	Updated Reports > Deductions > Unions and Pay Rates to update the screenshots and description to accurately reflect the PY1033PR report.	General update.
	Updated Reports > Tax Reports > State Unemployment Insurance Report section to include some details about the Wages, Taxable Wages, Wages in Excess, and Tax Employer columns.	General update (00523545).
	Updated Utilities > Mid-Year Leave Setup section to include details about the fields on this screen.	General update.
	Updated Utilities > Employment History Adjustment section to indicate that it is recommended to change the hire date when only one record exists. Otherwise, the hire date will be changed on all future records as well. Also clarified that the following system privilege is required: PYHISTADJC – PY.	General update.
	Updated Utilities > Vertex Employee Tax Reports section to include a note to indicate that for employees who reside or work in Alabama, wages earned above 40 hours per week or 80 hours biweekly will be exempt from state tax.	Updated for Patch V12-020 (HCM-11081).
	Updated Utilities > Vertex Employee Tax Reports > Adding This Report To The Treeview section to clarify the steps for adding this screen to the Treeview.	General update.
	Updated Utilities with a new subsection for Re-Number Employee Number.	General update.
	Updated Utilities with a new subsection for Create FMLA File.	Updated for Patch V12-020 (23.73230/JIRA HCM-6193).
	Updated Imports > Importing Timesheets From Oracle > ASCII File Layout – Import Timesheet from Oracle section to add the following fields: 26. IMP_TSH_SECTOR_CODE 27. IMP_TSH_SCHEDULE_CODE 41. IMP_TSH_ACS_CODE 42. IMP_TSH_COMMENTS	Under development.
	Updated Import section with a new subsection for Employee Direct Deposit and Check Accounts Import.	Updated for Patch V12-020 (22.65987).
	Updated Logs section with the following logs: Vertex Geocode Location Log Timesheet In/Out Log	General update.
	Added a new section for Payroll APIs.	General update.
	Updated Quick Guides section to update the screenshot of the Rules tab in the Payroll Control screen of the following guides: Recalculate Salary Charge Rates Pay Rates Setup	General update.
Workflow - R12	Updated Workflow Management > Notification List section to provide details about the Show Filter button.	General update.
	Updated Workflow Management > Workflow Monitor section to provide additional details about the fields available on this screen and how they are used.	General update.
	Updated Workflow Management > Workflow Notification Rules section to add a new subsection for Automatic Reassignment.	Updated for Patch V12-020 (ECMDEV-4706, 23.79282).
	Updated Setup > Lookup Rule Maintenance section with a new subsection for Setting Compliance Email Notifications for Closed Projects/Jobs/Subcontracts.	Updated for Patch V12-020 ( 23.76560 / FIN-12400).
	Updated Setup > Launch Maintenance > Screen Based Launch Maintenance (User Initiated Workflow Setup) > Selection Criteria section to clarify the note under the Program, Block field description to indicate that a CMiC programmer must make that change.	General update.
	Updated Setup > Workflow Security > System Data Privileges section to add a note to indicate that if the user has the WKF_LAUNCH privilege, they may not be able to launch Workflow from specific screens if screen-based access has been specified on the Screen Based Launch Maintenance screen using the Workflow Privileges button.	General update.
	Updated Setup > Setup of Purchase Order Workflows > Purchase Order Receipt Alert Workflow section to clarify that the workflow will only run when the record is entered from the Construct PM Receiving screen in the Construct PM mobile app.	General update.
	Updated Setup > Workflow Security section with a new subsection for Security Role Maintenance for Workflow.	General update.
	Updated Setup section with a new subsection for Standard Workflow for Requisition Approval.	Updated for Patch V12-020 ( 24.84179).
	Updated Appendix C - CMiC Generic Workflow > Process > Step 4 section to update the screenshot and to provide a table of values under the screenshot for PROGRAM_NAME and OBJECT_TYPE.	General update.
Work Order Billing - R12	Updated Setup > Expense Allocation > Allocation section to change the name of the "Equipment Code" and "Equipment Name" fields to "Transaction Code" and "Transaction Name". Also reviewed the existing content in this section to improve clarity of field descriptions and general layout.	Updated for Patch V12-020 (24.80877, FIN-13522).

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