Updated Reference Guides

Here is the latest upload of updated and new CMiC reference guides on the CMiC Documentation Portal for May 2025.

File Name Update Details Comments
1099 - R12 Assigned standard naming convention to section headings. General update.

Updated 1099 Setup section to add more detailed information about the requirements for setting up 1099 forms.

Also made updates to the following subsections:

  • Updated Form Codes section with a new subsection for Available 1099 Forms.

  • Updated screenshots in Accumulator Codes, Box Codes and Minimums, Box/Accumulator Relations, and Payer Info.

 General update.
Updated Process > Adjust 1099 Vendor Balance section to clarify how the Adjustment Amount column works. General update.
Updated Create 1099 > Create 1099 Media Files section to add more information about the fields on this screen and to clarify how the how the ‘Create XML File’ checkbox is used. General update (00559278).

Updated Create 1099 > Print 1099s section to update screenshots to reflect latest version of the software and to provide details about the Create File checkbox and the File Name field. Also provided more details about the other fields available on this screen.

 Updated for Patch V12-021 (FIN-13588).
Updated Create 1099 > Print 1099s section to add a screenshot of Maintain BP screen after the error report with fields numbered corresponding to legend in error report example. General update.
Updated 1099 Setup > Payer Info section with a new field description for Zip Code, which includes details about zip codes with extension values. Updated for Patch V12-021 (FIN-16912).
Updated 1099 Setup > Setup for 1099-NEC and Updates to 1099-MISC > Form 1099-NEC > Printing 1099-NEC (Jasper Report) section to update screenshots to reflect latest version of the software. Updated for Patch V12-021 (FIN-13588).
Updated Reporting via Greenshades > Documentation section to indicate that there are two ways to upload 1099 files to Greenshades for processing and filing. Both methods are briefly described and links are provided to the Greenshades guide for more information. General update.
Account Payable – R12 Assigned standard naming convention to section headings. General update.
Updated Maintain Business Partners > Business Partner - Tab section to update the Street, Suite, City, State/Province, Country, Zip/Postal Code fields description with details about zip codes with extension values. Updated for Patch V12-021 (FIN-16912).
Updated Maintain Vendors > Vendors - Tab section to update the Payment Address 1-3, State/Province, Country, Zip/Postal Code fields description with details about zip codes with extension values. Updated for Patch V12-021 (FIN-16912).
Updated Maintain Vendors > Vendors - Tab section to update the One-Time Vendor checkbox with a link to Creating and Using a One-Time Vendor. General update (00564525).
Updated Maintain Vendors > Accounting - Tab > Voucher Payment Fields section to provide a description for the Branch Code field. Updated for Patch V12-021 (FIN-16158).
Updated Contacts section with a cross-reference to the Contacts section in the Opportunity Management guide. General update.
Updated Processing Invoices > Enter Vouchers section to re-organize content to improve layout. General update.
Updated Processing Invoices > Enter Vouchers section to add a new subsection for the Payment button. General update.
Updated Processing Invoices > Enter Vouchers > Joint Payee - Tab to add a note to indicate that the joint payee will be validated against the Business Partner LOV if the 'Enable Joint Payee Validation' box is checked on the Financials tab of the System Options screen. Updated for Patch V12-021 (FIN-16677).
Updated Processing Invoices > Enter Vouchers > Enter Vouchers - [Distribution] - Button > Change Voucher’s Defaulted Distribution to re-organize and clarify the details under the Type (Distribution Type Code) field description to reflect updates made to the names in the Type field's LOV. Updated for Patch V12-021 (CAM-5700).

Updated Using Invoice Registration > Register Invoices section as follows:

  • Updated Details - Tab section with a description for From Location and To Location fields.

  • Updated Distribution – Tab section with a description for the Rate field.

 Updated for Patch V12-021 (FIN-16253).
Updated Using Invoice Registration > Register Invoices > Details - Tab section to add a note under the Joint Payee button to indicate that the joint payee will be validated against the Business Partner LOV if the 'Enable Joint Payee Validation' box is checked on the Financials tab of the System Options screen. Updated for Patch V12-021 (FIN-16677).
Updated Using Invoice Registration > Register Invoices > Details - Tab section to include details about the new Quantity field under the description for the Details button. Updated for Patch V12-021 (FIN-15550).
Updated Enter Debit/Credit Memos > Memo Details – Tab section to add more detail to the Amount (Memo) field description. Examples were added to demonstrate entering positive and negative memo amounts. General update.
Updated Payment Processing > Prepare Checks (Automated Check Generation) > Print Check section to add details to the EFT/TPPM Distribution checkbox to indicate that user can verify that EFT emails were sent by using the Email tab in the Report Action Status screen in the System Data module. General update.
Updated Payment Processing > Prepare Checks (Automated Check Generation) > Assign 2nd Parties to Checks > Check Details section to add a note to indicate that the joint payee will be validated against the Business Partner LOV if the 'Enable Joint Payee Validation' box is checked on the Financials tab of the System Options screen. Updated for Patch V12-021 (FIN-16677).
Updated Payment Processing > Manual Checks & Deposits > Enter Manual Checks > Invoice Details section to add a note under the Joint Payee button description to indicate that the joint payee will be validated against the Business Partner LOV if the 'Enable Joint Payee Validation' box is checked on the Financials tab of the System Options screen. Updated for Patch V12-021 (FIN-16677).
Updated Payment Processing > Other Check/Payment Features > Void Posted Checks section to provide a description for the Check # field. Updated for Patch V12-021 (FIN-16290).

Updated Queries section as follows:

  • Moved existing BI Queries section to a new section called "Analytics".

  • Re-introduced queries which were previously removed.

 Updated for Patch V12-021 (CAM-5540).
Added new section for Analytics, and moved BI query information that was previously under Queries section to here. Updated for Patch V12-021 (CAM-5540).

Updated Reports > Aged Report section to clarity which parameters users should verify to ensure the amounts on the Aged Report match those on the Aged Summary Report.

 General update.
Updated Setup > Local Tables > AP Control File > System Defaults – Tab > Tax Options section to add a description for the Do Not Allow Different Tax Percentages checkbox. Updated for Patch V12-021 (PC-8626).
Updated Setup > Local Tables > AP Control File > Voucher – Tab section to provide a description for the Mileage Rate field. Updated for Patch V12-021 (FIN-16378).
Updated Setup > Local Tables > AP Control File > Voucher – Tab section to provide a description for the ‘Do Not Allow Post Date To Be Before Invoice Date/Discount Date’ checkbox. Updated for Patch V12-021 (FIN-15413).
Updated Setup > Local Tables > AP Control File > Voucher – Tab section to provide a description for the Do Not Allow Invoice Date To Be Before PO Shipment Receive Date checkbox. Updated for Patch V12-021 (FIN-15570).
Updated Quick Guides section with a new guide for Using Buttons in Compliance Screens. General update.
Updated Quick Guides section with a new guide for Creating and Using a One-Time Vendor. General update (00564525).
Accounts Receivable - R12 Assigned standard naming convention to section headings. General update.
Updated Contacts section with a cross-reference to the Contacts section in the Opportunity Management guide. General update.

Updated Queries section as follows:

  • Moved existing BI Queries section to a new section called "Analytics".

  • Re-introduced queries which were previously removed.

 Updated for Patch V12-021 (CAM-5540).
Updated Payment Processing > Enter Receipts section to add a note to indicate that to enter a new receipt for an invoice that is already linked to another receipt (e.g., to pay an invoice with multiple receipts), the user must first create a new, separate batch. General update (00553781).
Added new section for Analytics, and moved BI query information that was previously under Queries section to here. Updated for Patch V12-021 (CAM-5540).
BI Analytics - R12 Assigned standard naming convention to section headings. General update.
Updated Standard Canvases and Objects > AI Usage Portal section to clarify that the new AI Usage dashboard allows users to monitor their current monthly AI usage in ACUs, view their usage limits, and analyze a detailed breakdown of usage by user and feature. Also added additional details about viewing a detailed breakdown of usage by user and feature for that specific month. Updated for Patch V12-021 (BI-929).
BI Catalog Builder – R12 Assigned standard naming convention to section headings. General update.
Updated Edit Data Sources > Context Menu (Right-Click Menu) > Create Calculated Field (Folders, Fields) section with a new subsection for Create Calculated Field Using AI-Enabled Expression Assistant. Updated for Patch V12-021 (BI-856).
Updated Setup > CMiC BI Security > System Privileges section to update privileges to ensure they reflect the latest version of the software. General update.
Updated Setup > CMiC BI Security > System Privileges section to add the new privilege for 'CMIC AI: Allows the user to use "Ask Al" feature'. Updated for Patch V12-021 (BI-1037).
Added a Frequently Asked Questions section. General update.
Updated Quick Guides section with a new guide for Using Oracle Functions. General update.
BI Dashboard Builder – R12 Assigned standard naming convention to section headings. General update.
Updated Dashboard Runtime Controls > Runtime Toolbar – Controls section with a description for the Clear Filters icon. Updated for Patch V12-021 (BI-893).
Updated BI Dashboard Builder – Screen > Dashboard – Menu > Insert Filter (Page Filter) section to update details for clearing a page filter’s selected item. The Clear Filter icon is now available to be used for resetting a populated filter. Also added a note under the Insert Substitution Variable about the same clearing functionality. Updated for Patch V12-021 (BI-930).
Updated Visualizations > Gauges > Part 3: Format section to detail the Display Unit and the Format properties under the Callout Value for gauges. Updated for Patch V12-021 (BI-804).

Updated Visualizations > Tables > Export Table to Excel section to update screenshots and to indicate that page filters, substitution variables, and pivot items can be exported in queries and crosstabs to an Excel file.

 Updated for Patch V12-021 (BI-892).
Updated Making Dashboards Accessible via Console > Add Dashboard Link to Treeview section to update the screenshots to reflect the latest version of Treeview Builder. General update.
Added a Frequently Asked Questions section. General update.
Bluebeam Integration - R12 Assigned standard naming convention to section headings. General update.
Change Management - R12 Assigned standard naming convention to section headings. General update.
Updated Local Tables > Control (CM Control File) section to provide details for the Days Impact on Owner Change Order is Required checkbox. Updated for Patch V12-021 (PC-13082).
Updated Local Tables > PCI Types section to provide details for the Exclude from LOV checkbox. Updated for Patch V12-021 (PC-13075).
Updated Local Tables > PCI Types section to provide details for the Use PCI Detail Status checkbox. Updated for Patch V12-021 (PC-14769 ).
Updated Local Tables > PCI Status Codes section to provide details for the Exclude from LOV checkbox. Updated for Patch V12-021 (PC-13075).

Reviewed the following sections under Change Orders, PCI Basics, and Local Tables to update screenshots in the following subsections to reflect the latest version of the software following the enhancements made for creating PCI revisions:

  • Change Orders > Enter PCI

  • Change Orders > PCI -Table Mode & Form Mode

  • Change Orders > PCI - History - Tab

  • PCI Basics > PCI Type - Internal (In Scope)

  • PCI Basics > PCI Type - External (Owner/Out of Scope)

  • PCI Basics > PCI Type - Transfer

  • PCI Basics > PCI Type - Original Budget

  • Local Tables > Control (CM Control File)

 Updated for Patch V12-021 (PC-12520).
Updated Change Orders > Enter PCI section to add a note to indicate that when the Allow PCI Posting to a Closed Period checkbox is checked on the Project System Options screen of CMiC Field, users can post PCIs to a closed period. Updated for Patch V12-021 (PC-11227).

Updated Change Orders > Enter PCI > PCI - Information section as follows:

  • Added descriptions for Create Revision button, Revision field, PCI No. Revision field, PCI Indicator (Current/Not Current) field, and the Current field.

  • Added new section for Creating PCI Revisions.

  • Updated various screenshots in this section to reflect the latest version of the software.

 Updated for Patch V12-021 (PC-12520).
Updated Change Orders > Enter Subcontract/Change Order section to add a note to indicate that when the Allow PCI Posting to a Closed Period checkbox is checked on the Project System Options screen of CMiC Field, users can post PCIs to a closed period. Updated for Patch V12-021 (PC-11227).

CMiC API and OAuth 2.0 Integration

New!  
CMiC Field - R12 Updated Using Logs > Project Management Notifications > Notification Email to provide details about modifications made to sender line and subject line of email notifications. New subsections were added for Subject Line and Sender. Also updated screenshot under Notification Template. Updated for Patch V12-021 (CF-22603, CF-22404, CF-21316).

Updated Using Logs > Project Management Notifications > Setup with the following additions:

  • Added a note under Contact Level section to clarify that email notifications set up at the project level take precedence over those set up at the system level when a contact is assigned to a project. As well, any changes made at the system level will not trickle down to the project level. Changes made at the system level after a contact is assigned to the project must also be adjusted at the project level.

  • Added a note under Project Role Level section to clarify that email settings at the project role level are only applied when a contact is first assigned to the project. Any changes made to the project role level settings are not applied to contacts already assigned to the project. Changes must be adjusted for the contact at the project level.

 General update (00566187).
Updated Using Logs > Reviewer Section to add a note under the Add Reviewer button to indicate that for information about email notifications sent to Punch List Item reviewers, please refer to Reviewer Email Notification section. Updated for Patch V12-021 (CF-22603, CF-22404, CF-21316).
Updated CMiC Field Security > Security By Feature section to add a new security subsection for Submittals v2. Updated for Patch V12-021.
Updated CMiC Field Security > Security By Feature > Drawing Management > Project Roles section to document the 'View All Packages' privilege. Updated for Patch V12-021 (CF-20468).
Updated CMiC Field Security > Contacts section to add a note to indicate that when a system contact is assigned to a project via the [Assign To Project] button, the 'Collab User' box is automatically enabled on the Project Contact Detail tab of the Project Contact Directory screen. General update (CF-10565, 00561178).
Updated Project Roles > Creating a Project Role > Project Roles section to include a description for the Dashboard field. General update (00543823, 00514061).
Updated CMiC Field Security > Project Roles > Creating a Project Role > Role Privileges section to add a note to the description for the View All Records Associated with Business Partner checkbox to indicate that this checkbox only applies to the following PM objects: RFIs, Submittals, Issues, Daily Journals, Punch List Items, and Project Checklist records. General update (00556677, CF-8766).
Updated CMiC Field Security > Project Roles > Creating a Project Role > Role Privileges section to indicate under the description for the Respond on behalf of Business Partner checkbox that this privilege applies to RFIs, SubmittalsV2, and Punch List Items. General update (CF-8760, 559568).
Updated CMiC Field Security > Project Roles > Creating a Project Role > Role Privileges section to indicate under the description for the Respond on behalf of Business Partner checkbox that this checkbox applies to RFIs, SubmittalsV2 and Punch List items. Updated for Patch V12-021 (CF-22952, CF-22950).
Updated Communication Management > Project Calendar > [Add Action Item] – Button section to change the label for the field description from "Start Date" to "Action Date". Updated for Patch V12-021 (CF-21877).
Updated Communication Management > Project Calendar > My Actions section with a new subsection for Project Checklist Action Items. Updated for Patch V12-021 (CF-21704).

Updated Communication Management > Outlook Import/Export section to re-name to "System Calendar". Also added a note to indicate that this screen has been deprecated and is no longer being supported.

 General update (PM-974).
Updated Communication Management > Project Contact Directory > Project Contact Detail – Tab section to add a note under the description for the 'Collab User' checkbox to indicate that when a system contact is assigned to a project via a Key Player role on the Project Maintenance screen or via the [Assign To Project] button on the Contacts screen, the 'Collab User' box will be automatically enabled. General update (CF-10565, 00561178).
Updated Communication Management > Meeting Minutes section to add a new subsection for Searching Meeting Minute Notes. General update.
Updated Communication Management > Communications > Communication Detail – Tab > Main Toolbar Buttons section to provide details about the Delete button. General update (00562661).

Updated Communication Management > RFIs > RFI Detail – Tab > Main Toolbar Buttons section to document the following two buttons:

  • Answer - Button

  • Reject Answer - Button

 General update (00561102).
Updated Document Management > Document Packages > Security > Drawing Packages > Project Role section to provide details about the View All Packages privilege. Also added section label for "Create and Manage Access" to the content related to the 'Create' and 'Edit' privilege in Drawing Management. Updated for Patch V12-021 (CF-20468).

Updated Document Management Drawings section as follows:

  • Updated Drawings Log section to document the Search field, Sort field, and Group By button. Also revised List/Grid field description to clarify that List view is only available for web and no longer available for tablet/mobile.

  • Updated Drawing Viewer > Header Icons section to provide information about the Details feature.

  • Updated Drawing Viewer > Annotation Icons section to provide details about the Text Callout icon in the Annotation toolbar.

  • Updated Drawing Viewer > Linking Annotations section to provide details about the Move option.

 General update (CF-24261, CF-23522, CF-18435).
Updated Document Management > Drawings > Drawings Log section to include a subsection for Export Log. General update.
Updated Budget & Cost Management > Subcontracts > Subcontract Detail – Tab > Subcontract ID section to document the Control Contract Amount field and the Buyout PCI field. Updated for Patch V021 (PC-12188).
Updated Budget & Cost Management > Subcontracts > Subcontract Detail – Tab > Prequalification section to clarify that the data in the EMR field defaults from the EMR value for the latest year on the Safety tab of the Subcontractor Prequalification screen. General update (269875, 152378).
Updated Budget & Cost Management > Subcontract Change Orders section to document the Add PCIs button used to create an SC Change Order. General update.
Updated Budget & Cost Management > Subcontract Schedule of Values section to document the Buyout Allocation button. Updated for Patch V021 (PC-12188).

Updated Budget & Cost Management > Subcontract Schedule of Values section with two new subsections:

  • Link PCI

  • Link Bid Item

 Updated for Patch V021 (PC-13040; PC-14242).

Updated Budget & Cost Management > Potential Change Items section to make the following changes:

  • Updated screenshot of log to show more columns which are now available.

  • Updated PCI Detail – Tab section with updated screenshot and added field descriptions for Revision Number and Current fields.

  • Main Toolbar Buttons section to provide an updated screenshot and details about the Create Revision button.

  • Added new section for Creating PCI Revisions.

 Updated for Patch V021 (PC-12520).
Updated Budget & Cost Management > Potential Change Items > PCI Detail – Tab > PCI Code section to add details under the Reason field to indicate that this field is mandatory if the 'PCI Reason Required' box is checked on the Change Management tab of the Company Control screen. Updated for Patch V021 (PC-7766).

Updated Budget & Cost Management > Potential Change Items > PCI Detail – Tab > PCI Details section as follows:

  • Added details about the Copy icon.

  • Added notes to Status field and OCO No. field to indicate that these fields are enabled if the 'Use PCI Detail Status' box is checked on the Change Management tab of the Company Control screen.

  • Added new Linking PCI Details to OCO section.

 Updated for Patch V021 (PC-14769 ).
Updated Budget & Cost Management > Potential Change Items > PCI Detail – Tab > Main Toolbar Buttons section to add details under the [Post] button to explain how this button is enabled/disabled. Updated for Patch V021 (ECMDEV-5937, PC-17863).
Updated Budget & Cost Management > Potential Change Items section to add a new subsection for Buyout PCIs. Updated for Patch V021 (PC-12188).
Updated Budget & Cost Management > Potential Change Items > Importing PCI Details section to add details about the CMDI_DFLT_BILL_CODE_FLAG column. General update.
Updated Budget & Cost Management > Potential Change Items > Importing PCI Details section to clarify that when importing records, the ‘Delete existing imported records’ box does not overwrite or delete existing records; it only removes temporary data previously uploaded to the import tool. General update (551407).
Updated Budget & Cost Management > Owner Change Orders > Change Numbers – Tab section to add a note to the Days Impact field to indicate that if the 'Days Impact on Owner Change Order is Required' box is checked on the Change Management Control File screen (standard Treeview path: Change Management > Local Tables > Control), the OCO record cannot be saved until a value is entered in the Days Impact field. Updated for Patch V021 (PC-13082,PC-13041).

Updated Budget & Cost Management > Owner Change Orders > Change Numbers – Tab > Summary section to document the following fields:

  • The Original Contract Sum was

  • The Original Completion Date was

 General update (00559264).
Updated Budget & Cost Management > Cost Status Query section with a new subsection for Cost Status Query (Category). General update.
Updated Budget & Cost Management > Budget Status Query (Revenue) section with a new subsection for Budget Status Query (Category). General update.
Updated Budget & Cost Management > Request for Payment section with an updated screenshot to show the two new columns in the log: Current Material Stored and Previous Material Stored. Updated for Patch V12-021 (PC-13581).
Updated Budget & Cost Management > Request for Payment section with a note to indicate that read-only fields in the Header section of the Request for Payment screen may be hidden using field security. Updated for Patch V12-021 (PC-8764).
Updated Budget & Cost Management with a new section for RFQ Log. General update (00558029).
Updated Site Management > Daily Journal > Daily Journal Buttons section to remove the following statement from the [Delete] button: “This button is only available if the Daily Journal record has not been submitted.” General update.
Updated Site Management > Punch List Items > Punch List Item – Tab with a new subsection for Reviewer Email Notifications. Updated for Patch V12-021 (CF-22603, CF-22404, CF-21316).
Updated Site Management > Project Checklists > Creating a New Checklist > General - Tab to include details about the Attachments button. Updated for Patch V12-020 (CF-15885).
Updated Site Management > Project Checklists > Creating a New Checklist > General - Tab to include details about the Location Code field. General update (CF-17725).
Updated Site Management > Project Checklists section with a new subsection for Creating Checklist Reports. Updated for Patch V12-020 (CF-3863).

Updated File Maintenance > Local Tables section to review the following sections for clarify and consistency:

  • Checklist Maintenance (Classic)

  • Reviewer Template Maintenance

  • Reviewer Status Maintenance

  • RFI Types

  • Location Code Maintenance

  • RFQ Status

  • Trade Maintenance (Company)

 General updates.
Updated File Maintenance > Local Tables > Submittal Status > Creating a New Submittal Status section to clarify that the Resubmit class (with an action date) will automatically create a new cycle for review steps 2 or 3. General update (00550394).
Updated File Maintenance > Local Tables > Bid Package Type Maintenance section to provide more description and improve the layout of the field descriptions. General update.
Updated File Maintenance > Local Tables > Checklist Template Maintenance > Project Checklists – Tab > Assigning Checklists for Completion section to provide details about how action actions are closed when a user submits a checklist record of the corresponding type. Updated for Patch V12-021 (CF-21505).
Updated File Maintenance > Local Tables > Punch List Item Status Maintenance section with details about the Class and Default Status fields. Also General update (CF-24830).
Updated File Maintenance > Local Tables > Inspection Locations Maintenance section to re-name to "Locations Maintenance" and to clarify that when importing records, the ‘Delete existing imported records’ box does not overwrite or delete existing records; it only removes temporary data previously uploaded to the import tool. General update (551407).
Updated File Maintenance > Project System Options > General - Tab section to provide a description for the Ignore Prequalification Status Once Subcontract is Created checkbox. General update.
Updated File Maintenance > Project System Options > General - Tab section to provide a description for the Latest for the JB Contract checkbox. Updated for Patch V12-021 (PC-11105,24.84310).
Updated File Maintenance > Project System Options > General - Tab section to add a note to the Allow Canceling PCIs with Posted SCOs checkbox to indicate that by default, field security on the this checkbox is set to “Hidden” for the “ALL” role. General update.

Updated File Maintenance > Project System Options > General - Tab section to revise the description for the Show Project Short Name in I/O Email Subject Line checkbox to update the location where the system automatically adds the text entered in the Project Short Name field to the email’s subject.

 General update.

Updated File Maintenance > Project System Options > General - Tab section to document the following two checkboxes:

  • Allow PCI Posting to a Closed Period - Checkbox

  • Allow SCO Posting to a Closed Period - Checkbox

 Updated for Patch V021 (PC-11227).
Updated File Maintenance > Company Control > Change Management – Tab section to provide details about the PCI Reason Required checkbox. Updated for Patch V021 (PC-7766).
Updated File Maintenance > Company Control > Change Management – Tab section to provide details about the Enable Trade Buyout Allocation checkbox. Also added new subsection for the Buyout Allocations – Tab. Updated for Patch V021 (PC-12188).
Updated File Maintenance > Company Control > Change Management – Tab section to provide details about the Use PCI Type checkbox. Updated for Patch V021 (PC-14769 ).

Updated File Maintenance > Company Control section as follows:

  • Created a new Overview section and added related information there.

  • Updated Code Masks - Tab section with a description for Project Code field.

  • Updated Defaults - Tab section with field descriptions for Cost Budget % At Risk, and Revenue Budget % At Risk.

  • Updated Project Calendar - Tab section with field descriptions for ACT and CC checkboxes.

  • Added Notification Defaults - Tab section.

General updates.
Updated File Maintenance > Project Maintenance > Overview and General - Tab sections to update the screenshots to include a section for Drawing Annotation Format. General update (CF-28624).
Updated File Maintenance > Project Maintenance > Key Players (Assignment) – Tab section to add a note to indicate that when a system contact is assigned to a project via a Key Player role, the 'Collab User' box is automatically enabled on the Project Contact Detail tab of the Project Contact Directory screen. General update (CF-10565, 00561178).

Updated File Maintenance > Project Maintenance section as follows:

  • Updated Defaults – Tab > Other section to add a description for the OM Contract Type field.

  • Added Buyout Allocations – Tab section.

 Updated for Patch V021 (PC-12188).
Updated File Maintenance > Project Maintenance > Defaults – Tab > Other section to provide a description for the OCO Completion Date by JB Contract checkbox. General update (00559264).

Updated File Maintenance section to enhance clarity and improve readability in the following sections:

  • Reports & Form Letter Assignment

  • Job Scheduler

  • User-Defined Fields

  • User Defined Logs

 General update.
Updated Quick Guides > Down Payment and Amortization to indicate that the Use RFP Screen For Advance Payment Creation box must be unchecked on the Subcontract Control screen in the Subcontract Management module to use this functionality. General update.
Updated Quick Guides with a new guide for Calculating Original Contract Amounts in Owner Change Orders (OCOs). General update (00559264).
CMiC I/O - R12 Assigned standard naming convention to section headings. General update.
Updated Required Setup - CMiC I/O > Contact Maintenance section to add a new User ID subsection to clarify that project contacts who receive I/O emails must have a user ID set up. General update (00563641, 00446766).
Construct BIM (Web) Added new section under Collaborate for Construct BIM. New!
Contract Forecast with PCI Projections - R12 Assigned standard naming convention to section headings. General update.
Updated Contract Forecasting with PCI Projections (Classic) > Contract Forecasting - Main Toolbar Buttons section to add a note to the Percent Complete button description to clarify that it is a custom alternate feature which is disabled by default and needs to be enabled in the da.SYS_ALTERNATE_FEATURE table. General update (00560706).
Updated Contract Forecasting with PCI Projections (Classic) > Contract Forecasting - Main Toolbar Buttons section to revise the description for the Retrieve Overrides button to clarify that this button is used to retrieve overrides from the last period, not the last stored forecast. General update (00552117).
Updated Contract Forecasting with PCI Projections (Classic) > Contract Forecasting - Contract (Header) section to revise the description for the Go button to indicate that the forecast details are "populated" automatically in the table, rather than "stored" to avoid confusion with the store function. General update.
Updated Contract Forecasting with PCI Projections (Classic) > Contract Forecasting - Revenue Forecast Amount Calculation for Various Billing Types section to add details to the COST type row when bill Rates are used and the 'Advanced Revenue Calculation' box is checked on the System Options – Forecast tab. General update (20.32997).

Updated Contract Forecasting with PCI Projections (Classic) > Contract Forecasting - Table of Column Definition section to update calculation details under the following forecasting columns:

  • 14. Projected Cost Forecast

  • 17. Projected Cost Forecast (Inc. Pending CO)

 General update.
Updated PCI Projection - Contract Forecasting > Main Toolbar Buttons section to update the screenshot under the Edit Risk to reflect the latest version of the software where a note has been added to the pop-up window to indicate that only one value can be updated and saved at a time. General update (PC-15037).

Updated Contract Forecast (Split Commitments) - Classic - Contract Forecasting section as follows:

  • Under Additional Columns section, added more detail to the Uncommitted Cost column to indicate that deductive change orders cannot increase the Uncommitted Cost column above 0. Also that the calculation does not apply if the Budget/Current Budget is negative and Original Contracts/POs is negative.

  • Under Additional Columns section, added more detail to the Spent Outside of Commitment column to indicate that a drill-down is available.

  • Under Additional Columns section, added descriptions for Controlling Cost Code and Cost to Date (Actual Cost) columns.

  • Under New Calculations for Existing Columns section, added more detail to the description for the Projected Cost at Completion column for non-GC lines.

 Updated for Patch V021 (PC-13296, PC-13268,24.87496).
Updated Job Costing WIP Integration > Selecting Type of PCIs to be Included when Calculating WIP > Job Costing Control Setup section to revise to "After these selections are made, if the system alternate feature ‘WIP PROJECTED WITH RISK’ is set to ‘Yes’, the system will read projected cost forecast including pending CO with risk , if not, the system will read projected cost forecast." General update.
Updated Frequently Asked Questions section to revise one of the questions from "Can we assign pending internal PCI to a subcontract PCI?" to "Can we assign a pending internal PCI to a subcontract change order?". General update.

Added Quick Guide section and included two new guides:

  • Resolving Contract Forecasting One-To-One Mapping Error

  • Internal Pending PCI Behavior for Contract Forecasting

 General update.
Construct CT App Updated Phase Quantity Units Complete > Security > E-Time Crew Timesheet Configuration section to add a note to the Auto Post JC Phase Units checkbox description to indicate that the ability to post units alongside timesheets is exclusively available through the Construct CT app and is not available in Enterprise. This feature was developed for on-site management and is not intended for payroll purposes. Also add the note to the FAQs section. General update (00517822).
Added new section for Assigning Default Categories in Construct CT. General update (HCM-7422).
Construct ESS App   Updated Timesheet Approval > Security > Approvers section to add details about the Filter For Approval features.   Updated for Patch V020-2 (HCM-2259).
Updated Timesheet Approval > Employee Timesheets section and Approving/Rejecting Timesheets section to update screenshots and details to reflect the change to the "Other" tab to "Non-Self Hours". General update.
Updated Timesheet Approval > Approving/Rejecting Timesheets section to replace the screenshot with the Timesheet Approval log screen from the app (as opposed to the web version). General update.
Added new section for Payslips. General update.
Added new section for ESS Authorized Users. Updated for Patch V021 (HCM-14530).
Updated Personal Timesheet > Entering Time section with a note about security permissions required for Shift field, Equipment Location field, and 'Exclude from OT Processing' checkbox. General update.
Updated Personal Timesheet section with a new subsection for Autocreate Timesheets for Future Approved Leave Requests. General update (00564186, HCM-7174).
Construct OM App Added new section for Voice-to-Text Search feature. General update (555670).
Construct PM App

Updated main landing page section with a new section called "Why Use Construct PM?".

 General update.

Updated Getting Started section as follows:

  • Updated information under the Details field description to include the Upload and Download Failure tabs.

  • Updated Set Your Location button to clarify that users can select a location code from a List of Values (LOV) or by scanning a QR code.

 General update.

Updated Getting Started section as follows:

  • Added Recent Records section.

  • Updated Update Status with new Unstable Connection icon.

  • Updated Details field with new Pending Records tab.

 Updated for version 1.0.81 (CF-19311, CF-27267, CF-24268).
Updated Getting Started section with details about OAuth Settings screen launched from link on Enterprise login screen. Updated for version 1.0.85.
Updated Security > RFIs > Security Roles section to add a description for the 'RFI Make Record Public' privilege. General update
Updated Security > Punch Lists > Project Roles section to add a description for the View All Records Associated with Business Partner privilege, which will allow users to view a punch list stamp and its details on a drawing sheet and in the Punch List log. Updated for version 1.0.81 (CF-26899).
Updated Security > Drawings > Project Roles section to add a description for the 'View All Packages' privilege. Updated for Patch V12-021 (CF-20468).
Updated Security section with a new subsection for Submittals v2. Updated for Patch V12-021.
Updated Settings section to change “Need Help?” to “Find Support”. Updated for version 1.0.81 (CF-27689).
Updated Settings section with description for the Receive Submittals Ball-in-Court Notifications toggle. Updated for Patch V12-021.
Updated Contacts section to include details about the Photo Upload icon. General update.
Updated Contacts section to include updated screenshots to reflect new M3 design. Updated for version 1.0.81.
Updated RFIs > RFI Log section to update screenshot to show colored Status chips and to revise the description for the Group By icon to a Group By button. General update (CF-24261).
Updated Issues > Issues Log section to update screenshot to show colored Status chips and to revise the description for the Group By icon to a Group By button. Also updated Batch Editing Issue section to update screenshot to show colored Status icons. General update (CF-24261).
Updated Drawings section to add a new subsection for Export Logs. General update.

Updated Drawings section as follows:

  • Updated Drawings > Drawings Log to document the Search field, Sort field, and Group By button. Also revised List/Grid field description to clarify that List view is only available for web and no longer available for tablet/mobile.

  • Updated Drawing Viewer > Header Icons section to provide information about the Details feature.

  • Updated Drawing Viewer > Annotation Icons section to provide details about the Text Callout icon in the Annotation toolbar.

  • Updated Drawing Viewer > Linking Annotations section to provide details about the Move option.

 General update (CF-24261, CF-23522, CF-18435).
Updated Drawings > Creating Hyperlinks on Drawing Sheets > Editing Hyperlinks section to document the Move button. General update (CF-18435).
Updated Drawings > Drawing Viewer > Header Icons section to update the screenshot under Annotation Filters icon to reflect the latest version of the software. Updated for version 1.0.81.
Added new subsection for Submittals v2 and Submittals v2 Maintenance. Updated for Patch V12-021.
Updated Documents > Documents Log section to document the Search field, Sort By field, Group By button, and Download for Offline field. Also revised the description for the List/Grid field to clarify that List view is only available on web and no longer available on tablet/mobile. General update (CF-20838, CF-23054).
Updated Documents > Document Packages > Security > Drawing Packages > Project Role section to provide details about the View All Packages privilege. Also added section label for "Create and Manage Access" to the content related to the 'Create' and 'Edit' privilege in Drawing Management. Updated for Patch V12-021 (CF-20468).
Updated Documents > Document Packages > Create a New Drawing Package section to add a note to indicate that at least one asterisk (*) must be used as a placeholder for the package auto-numbering. General update (00564522).
Updated Documents > Document Packages > Drawing Package Options section to update the description for the Search option. General update.
Updated Documents > Sharing Documents section to update the screenshots to reflect the latest version of the software. General update.
Updated Documents section with a new subsection for Document Details. Updated for Patch V12-020 and version 1.0.81 (CF-25290).
Updated Documents section with a new subsection for Export Logs. Updated for version 1.0.85.
Updated Journals > Journal Log section to update screenshot to show colored Status chips and to revise the description for the Group By icon to a Group By button. Under Creating a New Journal > General – Tab section, clarified under the Weather field description that the weather can be defaulted based on the project address and the date of the journal entry. Also added a new section for Copying a Journal Entry. General update (CF-24261).
Updated Journals > Creating a New Journal > General – Tab section to revise the note under the Weather field to clarify if the Country field is empty, the system will default to "North America" and differentiate between the US and Canada using zip codes and postal codes. Updated for version 1.0.83 (CF-30072).
Updated Journals > Copying a Journal Entry section to add a note to indicate that this feature is only available for copying journal entries to/from the same project. General update (00529710, 00452459).
Updated Punch Lists > Punch List Log section to update screenshot to show colored Status chips and to revise the description for the Group By icon to a Group By button. Also, under description for List/Grid, updated screenshot to show colored Status chips. Finally, under Batch Editing Punch List Records section, updated screenshot to show colored Status icons. General update (CF-24261).
Updated Punch Lists > Punch List Log section to document the Dwg (Drawing) Ref column. Updated for Patch V12-021 for version 1.0.82 (CF-29716).
Updated Punch Lists > Creating a Punch List Item section to include details about the Created By field. Updated for version 1.0.82 (CF-29706).
Updated Punch Lists > Creating a Punch List Item section to add details to note in Related Objects field about read-only status of Drawing option. Updated for version 1.0.85.
Updated Punch Lists > Using QR Codes to Filter Punch List by Location section to update screenshots to reflect the latest version of the software. Also to revise name of the Set Default Location Code button to Set Your Location. General update.
Updated Punch Lists section with a new subsection for History - Tab. Updated for Patch V12-021 for version 1.0.82 (CF-29712).
Updated Punch Lists section to remove the Creating Punch List Reports section as this option has been removed. Updated for version 1.0.81 (CF-28894).
Updated Punch Lists section with a new subsection for Exporting the Punch List Log. Updated for version 1.0.85.
Updated Project Checklists > General - Tab section to provide details about the Location Code field. General update (CF-17725).
Updated Receiving section with a new subsection for Viewing Posted Shipments. Updated for Patch V12-021 (CAM-5901).
Updated Receiving section to indicate that shipments and received items entered in Construct PM are available in the Enter Warehouse Receipt screen in the Purchase Order module. General update.

Added Construct Reports section and provided details about creating reports to the following sections:

  • Construct PM- RFIs

  • Construct PM- Issues

  • Construct PM - Journals

  • Construct PM - Punch Lists

  • Construct PM- Project Checklists

 Updated for Patch V12-020 (CF-3863).

Provided details about adding a document or drawing as an attachment:

  • Construct PM- RFIs

  • Construct PM- Issues

  • Construct PM - Journals

  • Construct PM - Punch Lists

  • Construct PM- Project Checklists

  • Construct PM- Requisition

 Updated for Patch V12-020 (CF-15885).

Updated Web Deployment > Accessing the Web Deployment of CMiC Field section to update the two URLs to reflect the new domains and Cloud environment nomenclature.

General update.
Updated Web Deployment > Running Hybrid with Classic Field / JSP section to add details about the Construct Feature for adding screens to the Treeview menu. General update.
Updated Construct Printing > Process > Step 4: Create Report section to include details about the Download option. General update.
Added new section for Status Color Chip Mapping. General update (CF-22891, CF-22885, CF-22766, CF-22767, CF-22892, CF-25495, CF-25723).
 DocuSign Integration - R12 Assigned standard naming convention to section headings. General update.
Updated Quick Guides > DocuSign Integration URL Update for Cloud to clarify that when updating the URL in the URL to Publish field, that only the root part of the URL changes, not the entire URL. General update.
Added an FAQ section with one new entry for "Error 400 – Envelope ID does not exist". General update.
Updated Quick Guides section with a new guide for Enabling ESign for Purchase Orders. General update.

Employee Console - R12

Assigned standard naming convention to section headings. General update.
Updated Tax Exempt section to add details to the Residence Location field and the Primary Work Location field to clarify that these fields are used for local county tax calculations in the state of Indiana. For more information, users should refer to the Indiana Special County Tax Rules and Setup in CMiC quick guide in the US Payroll guide. General update.
Enterprise Content Management - R12 Assigned standard naming convention to section headings. General update.
Updated ECM Documents section to clarify which screens have the "Show ECM Documents" and "Upload ECM Documents" menu options available. Updated bulleted list with specific screens including program name. General update (00552769).
Updated ECM Documents > Upload ECM Document section to add details about the Upload Validation pop-up window. General update (00535476).
Updated each individual subsection in CMiC ECM in MS Outlook (Classic) section and ECM Explorer - Home section with a note to clarify that CMiC ECM in Outlook (Classic) has been deprecated and is no longer supported as of February 28, 2024. CMiC encourages users to use CMiC for Outlook Add-In going forward. General update.
Updated CMiC for Outlook Add-In section to update the screenshots to reflect the latest version of the software. General update.
Updated CMiC for Outlook Add-In > Construct PM section to include details about the new option for PCI. General update (00569617).
Equipment Costing – R12 Assigned standard naming convention to section headings. General update.
Updated Setting Equipment Rates > Equipment Costing - Rates (Standard) section to clarify the difference between billing and charge rate types for the Rate Type field under each of the six levels of standard rates. General update.
Updated Transactions (Processing) > Journal Entry section to include a subsection for Post Journal Entry. General update.
Updated Transactions (Processing) > Automatic Charge-Out > Charge-Out Rules section to add an additional bullet to clarify multiple automatic charge out for unposted batches created for bulk equipment and non-bulk equipment. General update (00541245).
Updated Setup > Equipment Classes section to provide more detail under the Available in RP checkbox to clarify the requirements that need to be met in Resource Planning to use this column in the screen. General update (00549782).
Updated Quick Guides with a new section for Entering Actual Location Adjustments. General update.
ESS Administrators - R12 Updated Timesheet Approval (Web) section to include details about the Access Code field. Updated for Patch V021(HCM-14530).
Updated Timesheet Approval (Web) section to include new sections for Security and Approvers. Updated for Patch V020-2 (HCM-2259).
Updated Timesheet Approval (Web) > Employee Timesheets section with an updated screenshot and screen caption that indicates "Company pay run and employee selected in Timesheet Approval screen". General update.
Updated Timesheet Approval (Web) > Approving/Rejecting Timesheets section to update screenshot to show the Submit button and to clarify that employee hours can be submitted here, so this screen shows both submitted and pending timesheets. General update.
ESS Employees and Applicants - R12 Updated Personal Timesheet (Web) > Timesheet Entry Screen section to include details about the Access Code field. Updated for Patch V021(HCM-14530).
E-Time - R12 Assigned standard naming convention to section headings. General update.
Updated E-Timesheet > Crew & Mechanic Time > Crew Timesheet Entry > Buttons section to add a description for the [Post Units] button. General update.
Updated E-Timesheet > Crew & Mechanic Time > Crew/Mechanic Time Configuration > Timesheet Configuration section to add a note to the Auto Post JC Phase Units checkbox to indicate that the ability to post units alongside timesheets is exclusively available through the Construct CT app and is not available in Enterprise. This feature was developed for on-site management and is not intended for payroll purposes. General update (00517822).
Updated E-Timesheet > Setup > Access Codes > Creating Access Codes to reflect changes made to screen for new Group Access Codes. Updated for Patch V021 (HCM-14530).

Updated E-Timesheet > Setup > Access Codes Administration as follows:

  • Employee - Tab: Revised the description for the 'Filter By Approver' checkbox.

  • Payruns - tab: Revised the description for the 'Filter By Approver' checkbox.

 Updated for Patch V020-2 (HCM-2259).
Updated E-Timesheet > Setup > E-Time Role Maintenance > E-Time Role Setup > Timesheet section to provide details about the Show Work Location checkbox General update.
Updated E-Timesheet > Setup > E-Time Role Maintenance > Administration section to add details to the Can Add/Delete Assigned checkboxes for Employee, Jobs, Approver, Accounts, and Payruns to specify that these boxes control the visibility of the Employee, Jobs, Approver, Accounts, and Payruns tab in the Access Codes Administration screen. General update.
Updated Quick Guides section with a new quick guide for Automatically Insert Holiday Hours. Updated for Patch V021(HCM-15643).
Updated Quick Guides section with a new quick guide for Using Filter for Approval. Updated for Patch V020-2 (HCM-2259).
Fixed Assets - R12 Assigned standard naming convention to section headings. General update.
Updated Managing Assets > Asset Maintenance section to include details about the new Make, Year, Model, and Serial # fields which have been added to the FA Asset Maintenance import CSV template. Updated for Patch V021 (FIN-16637).
Updated Monthly Processing > Calculate Monthly Expenses > Selection Criteria (Company & Batch) section to provide a description for the Catchup Missed Asset Depreciation in Current Fiscal Year checkbox. Updated for Patch V021 (FIN-16176).
Updated Reports & Utilities > Available Reports section with a new report for the Additions/Betterments Details Report (FA6000D). Updated for Patch V021 (FIN-4524).
Updated Quick Guides section with a section for Catchup Missed Asset Depreciation in Current Fiscal Year. Updated for Patch V021 (FIN-16176).
GC Monitor - R12 Assigned standard naming convention to section headings. General update.
General Ledger - R12 Assigned standard naming convention to section headings. General update.
Updated Setup - General Ledger > Maintain Companies > Company Detail section to add a note to the Company Code field to indicate that company codes must be unique across all clients in the Cloud environment. General update (00556854, 00564854)
Updated Setup - General Ledger > Maintain Companies > General Information - Tab section to clarify the Chart of Accounts field to indicate that as users can create multiple chart codes with different period dates, they should verify that the chart code selected in this field corresponds to the correct period dates for the company. General update

Updated Setup > Maintain Accounts (Chart of Accounts) section as follows:

  • Added a screenshot and more detail to the Ctrl Acct field.

  • Added description for Level field.

  • Added description for Low field.

 General update.

Updated Setup > Local Tables > Maintain Departments > Department Details – Tab section to revise details under the Active Flag checkbox following modifications to the GLVINADPT system privilege and the addition of the system privilege GLVINADPT.

 Updated for Patch V021(FIN-16105).

Updated Setup > Global Tables > Chart Codes section to add descriptions for the TAC and Update TAC buttons.

 Updated for Patch V021(FIN-14017).

Updated Queries section as follows:

  • Moved existing BI Queries section to a new section called "Analytics".

  • Re-introduced queries which were previously removed.

 Updated for Patch V021(CAM-5540).
Added new section for Analytics, and moved BI query information that was previously under Queries section to here. Updated for Patch V021(CAM-5540).
Updated Reports > Financial Document Formatter 2.0 > Overview > Known Issues section to remove item 6: “The ability to call the Drill-Down BI Query on the Balance column is currently not available, and will be included in the next release." This feature is now available. General update (00491390).
Updated Reports > Financial Document Formatter 2.0 > Process Documents > Processing Options section to add a description for the Consolidation Name field. Updated for Patch V021(FIN-15229).
Updated Reports > Financial Document Formatter 2.0 > Process Documents > Documents section to update the description for the [Data Table] button to indicate that users can check the data table of a document to ensure that data is in the tables before printing the documents.  General update.
Updated Reports > Financial Document Formatter 2.0 > View Documents section to provide details about drill-down capabilities in this screen. Updated for Patch V021(FIN-12902).
Updated Reports > Financial Document Formatter 2.0 > Create New Financial Document from Scratch > Part 1: Define Document Header section to provide details in the description for the Code field to clarify how code should be created to avoid triggering issues. Updated for Patch V021(FIN-13173).
Updated Reports > Financial Document Formatter 2.0 > Create New Financial Document from Scratch > Part 5: Preview and Analytics section to add a cross-reference to Accessing the [Update Analytics] Button in Financial Document Formatter 2.0 quick guide. General update.
Updated Utilities > Bank Reconciliation section to provide a general overview of the Bank Reconciliation screen with descriptions for the fields and buttons. Moved all of the processing steps to a new quick guide titled Performing Bank Reconciliation. General update (00533399).
Added a new section for Frequently Asked Questions and entered a question to explain the purpose of period 13. General update (00565330).
Updated Quick Guides with a new guide for Accessing the [Update Analytics] Button in Financial Document Formatter 2.0. General update.

Updated Quick Guides with a new guide for Performing Bank Reconciliation.

Under GL Import - Method 3 section, added a note to indicate that the import functionality will automatically mark checks as reconciled (those included in the file). The [Details] button in the Bank Reconciliation screen can be used to manually adjust any checks that should or should not be reconciled.

 General update (00533399, 00569365).
Getting Started - R12 Assigned standard naming convention to section headings. General update.

Updated Quick Guides with the following new guides:

  • Tips for Improving Search Results on CMiC Assist

  • Using the Simple Menu Tool

 General update.
Greenshades - R12 Assigned standard naming convention to section headings. General update.
Reviewed and updated screenshots and details throughout the guide to reflect the latest version of the software. General update.
Updated Integrating CMiC with Greenshades > Step 3: CMiC Setup for Integration with Greenshades > W-2 Reporting Setup > Greenshades Locality Options > Work Location/Locality Mapping section to update the details for the Work Location to Greenshades Locality Mapping screen. General update (00560047).
Human Capital Management - R12 Assigned standard naming convention to section headings. General update.
Human Resources - R12 Assigned standard naming convention to section headings. General update.

Updated HR Setup > Local Tables > Human Resources Control File > General - Tab section to add more detail to the Update Method For Years Of Service field options.

 General update (00543376).
Updated HR Setup > Local Tables > EEO Positions > Position Types section to document the Active checkbox. Updated for Patch V021(HCM-14089).
Updated Personnel > Employee Dashboard section to reflect changes to the Create Personal Access Code button (was previously labeled "Create Access Code") and the new Link Contact button. Updated for Patch V021 (HCM-14530).

Updated Benefit and Deduction Administration > Benefit and Deduction Table Bases section as follows:

Added "Leave Pay Percent" option to the Table Type field.

Added "Original Hire Date", "Spouse Age", and "Leave Taken YTD" options to the Based On field.

In the Term field, clarified that the Based On field is only available when "Age", "Original Hire Date", "Years of Service", or "Leave Take YTD" is selected in the Based On field.

 General update.
Updated Benefit and Deduction Administration > Benefit and Deduction Eligibility > Election By Employee section to add more detail about the fields used on this screen. General update.

Updated Safety > Entering Incidents section as follows:

  • Updated Entering Incidents screen to add a screenshot and to document the Type field.

  • Updated Report of Incident - Incident - Tab to add any missing details about the fields available on this tab and to add a note to indicate that the fields on this tab vary according to the selection made in the Type field.

  • Updated Report of Incident - Classify - Tab to document any missing details about the fields available on this tab and to add a note to indicate that the fields on this tab vary according to the selection made in the Type field.

  • Updated Report of Incident - Description - Tab with a screenshot.

  • Added a new Report of Incident - Classifiers - Tab section.

  • Updated Report of Incident - Liability Info, Liability Reserves, WC Reserves – Tabs (Incident Claim Reserves) section to add a note to indicate that the remaining tabs will be enabled/disabled depending on the incident’s claim type.

 General update.
Updated Safety > Safety Codes > Incident Severities section to add a note to clarify that codes defined in the Incident Severities screen do not appear in any other screen and are not related to the Severity field on the Medical Attention tab of the Report of Incident screen. General update.
Imaging – R12 Assigned standard naming convention to section headings. General update.
Updated Imaging > Imaging Control > Image Controls - Tab > Image Manager – Section to clarify under the SC RFP Document Type field and the ‘Copy RFP Image to Imaging’ checkbox descriptions that the ‘Unsubmit’ box must be checked for the SC RFP Document Type for the Copy RFP Image to Imaging functionality to work. General update (00552817).
Updated Imaging > Imaging Control > Image Controls - Tab > Image Manager – Section to add a note to the Program Type field to indicate that users must select an option from the drop-down menu for all associated fields (including Document Type and Source) and click [Save] to ensure that the values are registered in the database. General update (00555644).
Updated Imaging Setup > Viewer By Type section to add a note under the Viewer Name field to indicate that the “CMiC Viewer” option has been deprecated. General update.
Updated Cold Storage > Defining Cold Storage for Documents > Step 3: Activate Document Type section toadd details about the ‘Active’ checkbox and the ‘Show in Tree View’ checkbox. General update.
Updated Cold Storage > Defining Cold Storage for Non-PM Documents section to update screenshot to show the correct view: RAD_SYS_COLD_STORAGE_V. Also need to mention that the correct view is required. General update.
Updated Quick Guides > Using Project Documents in the Flysheet Builder section to insert an additional step after step 7. After finalizing, which creates the associated flysheet and document type, an additional manual step needs to be performed to add extra information for PM documents. General update.
Updated Quick Guides > Ad-Hoc Approvals – Cloud section to add a note to item 2 to clarify that in the case where the ad-hoc approvers are updated after the workflow is sent to an approver, then the subsequent approvers are updated during an overnight refresh instead of immediately. General update (00554456).
Updated Quick Guides > Generating Fillable PDFs > Step 5 to clarify that if a PDF is generated from an existing flysheet, then it will always go as a subdocument under the document from which the PDF is generated. General update.
International Payroll - R12 Assigned standard naming convention to section headings. General update.
Updated Government Forms > ROE Form section to detail the options available in the Recall Date field. Also provided details about the Expected Date field. General update.
Updated Government Forms > T4 Forms > T4 Forms – Pop-up section to provide details about the Employer Second CPP Amount field. General update (00503128, 00503128).
Updated Calculations for Dubai Region > Employee Leaves Encashment section with a new subsection for Exclude Benefit Amounts. Updated for Patch V021 (HCM-9645).
Updated Calculations for Dubai Region section with a new subsection for Unpaid Leave During Probation. Updated for Patch V021 (HCM-9636).
Created a new section for Automatic Determination of Work Province (Canada). Updated for Patch V021 (HCM-15216).
Updated Quick Guides with a new section for Canadian Tax Changes to CPP in 2024. General update.
Inventory - R12 Assigned standard naming convention to section headings. General update.
Updated Creating Inventory Items > Add Item Details section to provide cross-references to the Item Header and Item Location sections. Also updated the Item Header section to update screenshot and provide additional details to the Accounts tab and Taxes tab. Also updated the Item Location section to update screenshots and provide additional details to the Item Locations, Restocking Parameters, Accounts, Taxes, and Surcharge tabs. General update (00548144).
Updated Creating Inventory Items > Add Item Details section to add a note to indicate that to make an inventory item inactive, the item location's 'Active' checkbox must be unchecked. Also added this note under the Item Location Item > Location - Tab subsection. General update (00554055).
Updated Working with Batches > Posting a Batch section to update the Location field description with a cross-reference to Inventory Locations. General update.
Updated Issuing Stock From Inventory > Issuing Allocated Items section to update the screenshot to reflect the current name of the screen: "Process Allocated Items". Updated for Patch V021 (CAM-5624).
Updated Issuing Stock From Inventory > Issuing Allocated Items section to create a new subsection for Posting the Release or Issue of Allocation Items. General update.
Updated Transferring Stock > Inventory Transfers Without Requisitions section to change the title of the section to "Inventory Transfers Without Requests", to be more consistent with the revision of the software screen's name from “Inventory Transfer” to “Enter Transfer Without Request”. Also provided updated screenshot of the Enter Transfer Without Request screen. Updated for Patch V021 (PC-14310).
Updated Inventory Counts > Creating the Count Worksheets section to include details about the ‘Include Inactive Location’ checkbox. General update (00557138).
Updated Inventory Counts > Entering the Count section to add details about the Count Date field. Also reviewed existing information and updated the formatting in this section to improve overall quality of topic. General update (CAM-6764).

Updated Selling Inventory section to revise the figure captions in the following subsections to reflect the updated Treeview menu:

  • Sales Invoice Entry

  • Print Edit List

  • Posting the Sales Invoice

 Updated for Patch V021 (CAM-5540).
Updated Utilities section with a new subsection for Re-Instate Posting Reports. General update.
Updated Utilities > Inventory Import section to add a table of the required fields for the import file. General update (00552382).
Job Billing – R12 Assigned standard naming convention to section headings. General update.
Updated Creating a Billing Contract > Contract Entry > Contract Entry – Billing Items – Tab section to add a note under the Create Contract Details button to provide details about the warning that will be displayed if the Automatically Add Risk Management To The Contract box is checked on the Billing − Tab of the JB Control File. General update (18.60322).
Updated Creating a Billing Contract > Contract Entry > Contract Entry – Risk Management – Tab section to add details about the Allocate To Job field. General update (18.60322).
Updated Creating a Bill > Preparing the Billing > G/C Prepare Billing (General Contractor Prepare Billing) section to indicate under the description for the Generate button that once the invoice has been generated, the Information banner at the top of the screen will display the following message, "Info: Generation finished". Updated for Patch V021 (PC-14530).
Updated Utilities > Post Invoices – No A/R, J/C or G/L section to correct the program name in the screen caption from JBPSTFM to JBPSTFM2. General update.
Updated Setup > JB Control File > Billing − Tab section to add details about the Automatically Add Risk Management to the Contract checkbox. General update (18.60322).
Updated Setup > JB Control File > Risk Management − Tab section to clarify that if the Automatically Add Risk Management To The Contract box is checked on the Billing − Tab of the JB Control File, these risk management codes are automatically added to the Risk Management tab on the Enter Contract screen. General update (18.60322).
Updated Setup > Risk Management Rules - Job Billing section to indicate that for details on allocating risk management cost calculation results to another job (sub-job) with the same controlling job, see the details under the Automatically Add Risk Management To The Contract checkbox in the Billing − Tab of the JB Control File. General update (18.60322).
Updated Setup > Contacts section with a cross-reference to the Contacts section in the Opportunity Management guide. General update.
Updated Setup > Defining Invoice Formats - Job Billing > Overview section with details to differentiate between Invoice Formats and Invoice Reports. General update.
Updated Setup > Defining Invoice Formats - Job Billing > Invoice Options – Tab section to provide details under the description for the Print PO Number checkbox to indicate that when this box is checked, the JBINVPRT2 and JBINVPRT3 reports print the PO number defined on the PO/WO Number field from the G/C Prepare Billing (JBBILL2) screen. Updated for Patch V021 (PC-14310).
Updated Quick Guides > Setting Up JBBACKUP with Image Links section to update URL links and names that are targeted for Cloud customers. General update.
Updated Quick Guides with Burden Billings guide. Updated for Patch V021 (PC-2236).
Job Costing - R12 Assigned standard naming convention to section headings. General update.
Updated Creating a Job > Enter Job > Settings – Tab section to include a description for the ‘Forecast Includes Subjobs’ checkbox. General update.
Updated Processing – Job Costs > Process Recurring Entries - Job Costing > Recurring Entry Detail section to indicate that the Import button on the Block Toolbar can be used to import recurring entry details from a CSV file. Updated for Patch V021 (PC-14384).
Updated Forecasting > Calculation of % Complete and Projected Final > Calculation of % Complete & Projected Final – Manually Updated section to update the calculation in Example 3. General update.
Updated Forecasting > Enter Cost Forecast (Enter Manual Forecast) > Enter Manual Forecast - Job Detail section to review the calculation under the description for the Go-Forward Overrides field for the Estimate to Complete. General update.
Updated Forecasting > Enter Cost Forecast (Enter Manual Forecast) > Enter Manual Forecast - Job Detail > [Productivity] – Button section to update the Projected Cost calculation. General update.
Updated Setup > Control File > Budget – Tab section to remove the ‘Validate Cost Code Master’ checkbox description to the Job Setup – Tab section. General update.
Updated Setup > Control File > WIP – Tab > WIP Unposted Costs/Revenue Fields section to clarify details about the location and activation of these fields. General update.
Updated Setup > Control File section with a new subsection for the LEMS Tracking - Tab. Updated for Patch V021 (PC-16170).
Updated Setup > Maintain Reason LOV section to provide details about the PCI Type field and explain how it is used to filter the Reason LOV on the PCI Detail tab of the Potential Change Items screen in CMiC Field. Updated for Patch V021 (PC-7766).

Updated Queries section to re-introduce some queries that were previously removed:

  • Cost Summary Log

  • Transaction Detail Log

 Updated for Patch V021 (CAM-5540).
Updated Quick Guides with a new section for Using Single Category Budgeting. General update.
Kofax Integration - R12 Assigned standard naming convention to section headings. General update.
Lite Editor - R12 Assigned standard naming convention to section headings. General update.
Updated Lite Editor – Screen > Fields – Tab section to add a description for the Label Position field. Updated for Patch V12-021 (TOOL-2773).
Log Builder - R12 Assigned standard naming convention to section headings. General update.
 Material Sales - R12 Assigned standard naming convention to section headings. General update.
Updated Setup - Material Sales > Zone Maintenance section to replace the screenshot to show the Import button in the Standard Toolbar. Updated for Patch V12-021 (CAM-3759).
Microsoft Integration Package – R12 Assigned standard naming convention to section headings. General update.
Updated Frequently Asked Questions section to revise Step 2 of the question regarding "Is it possible to prevent users from printing to DOCX from MIP documents and force them to print to PDF?" to clarify that the Default MIP Format field must be set as "PDF" in the Reporting tab of the System Options screen. General update.
Opportunity Management - R12 Assigned standard naming convention to section headings. General update.
Updated Common Functionality > Attachments section to reflect updates to Save button in Standard toolbar. Updated for Patch V12-021 (CAM-5566).
Updated screenshots in Organizations - Opportunity Management section to reflect updates to Save button in Standard toolbar.   Updated for Patch V12-021 (CAM-5566).
Updated screenshots in Opportunities section to reflect updates to Save button in Standard toolbar. Updated for Patch V12-021 (CAM-5566).
Updated Opportunities > Opportunity Management - Needs - Tab section to clarify the requirements that need to be met in Resource Planning to use this tab. General update (00549782).
Reviewed and updated entire Contacts section to reflect the latest version of the software. General update.
Updated screenshots in Contacts section to reflect updates to Save button in Standard toolbar. Updated for Patch V12-021 (CAM-5566).
Updated My Action Items - Opportunity Management section to update screenshots to remove the Outlook Import/Export button and to add a note to indicate that the Outlook Import/Export screen has been deprecated and is no longer supported and users are encouraged to use the Action Items screen instead. General update (PM-974).
Updated Calendar section to update screenshot to remove the Outlook Import/Export button. General update (PM-974).
Updated Calendar > Add Action Item from Calendar section to update screenshots to remove the Outlook Import/Export button and to edit existing content. General update (PM-974).
Updated Calendar > Add Action Item from Calendar section to update screenshots to reflect the change to the label for the "Start Date" field to "Action Date". Updated for Patch V12-021 (CF-21877).
Pay Request - R12 Assigned standard naming convention to section headings. General update.

Updated Pay Request Setup >Create Subcontract Tied to Pay Request > Attach MIP Templates section as follows:

  • Added Report Codes column to table of standard templates.

  • Indicated that MIP templates are configured in the Document Merge Maintenance screen and included a screenshot.

  • Iindicated that there are only five report codes that can be used with GCS at this time.

 General update.
Updated Pay Request Setup > Imaging Settings section with an updated screenshot and details to reflect the latest version of the Image Controls screen showing the fields that must be completed for Collaborate Pay Request. Updated for Patch V12-020.
PM Exchange - R12 Assigned standard naming convention to section headings. General update.
Power BI Connector Assigned standard naming convention to section headings. General update.
Updated Power BI Connector section with a new subsection for Security. General update.
Preventive Maintenance - R12 Assigned standard naming convention to section headings. General update.
Process Builder - R12 Assigned standard naming convention to section headings. General update.
 Project Gateway - R12 Assigned standard naming convention to section headings. General update.
Updated Send Invitations to Project Gateway section to provide details about the Login ID field. General update.
Purchase Order - R12 Assigned standard naming convention to section headings. General update.
Updated Enter Purchase Order > Enter Purchase Order > General – Tab > Distribution Detail section to provide details about the distribution type names in the Distribution Type field. Updated for Patch V12-021 (CAM-5351).
Updated Enter Purchase Order > Enter Purchase Order > General – Tab > Distribution Detail section to add a note to the Job/Dept field that when the Job Code box is checked on the Requisition Control screen for PO creation grouping, the PO Comp, Job Code, and Job/Dept fields will display the respective values from the Requisition Entry screen. Updated for Patch V12-021 (CAM-5694).
Updated Enter Purchase Order > Enter Purchase Order - Purchase Order Detail > Line Item Details section to indicate that if needed, the Import button can be used to import the line item details. All columns, except the Line Number column and read-only fields, are included in the import file. Updated for Patch V12-021 (CAM-5608).
Updated Enter Purchase Order > Enter Purchase Order - Purchase Order Detail > Line Item Details section to provide details about the distribution type names in the Dist (Distribution Type (DT) Code) field. Also updated the screenshot under the Allocation button. Updated for Patch V12-021 (CAM-5351).
Updated Importing Purchase Orders > PO Detail Import section to include updated import details. In Enter Purchase Order screen, all columns will be displayed in Import functionality except for the Line Number column. Updated for Patch V12-021 (CAM-5608).
Updated PO Receipts > Enter Warehouse Receipt (Warehouse Receiving) section to add a note to clarify that users must be granted access to the warehouse in the Warehouse Access screen in the Inventory module (standard Treeview path: Inventory > Setup > Local Tables > Warehouse Access) to enter and view purchase receipts. General update (00555476).
Updated PO Receipts > Enter Warehouse Receipt (Warehouse Receiving) > Optional Fields section to add details about the Posted Received to Date Qty field. Updated for Patch V12-021 (CAM-5506).
Updated PO Receipts > Enter Cost Receipt - Purchase Order > Received Items section to add details about the Posted Received to Date Qty field. Updated for Patch V12-021 (CAM-5506).
Updated PO Receipts > Enter Cost Receipt - Purchase Order > Received Items section to add a note to the Rejected Quantity field to indicate that the PO will not be closed while a rejected quantity remains, allowing for the item to be replaced and received via another shipment. The PO status will be updated to "Received". Updated for Patch V12-021 (CAM-5950).
Updated PO Receipts > Posting Receipts - Purchase Order > Selection Criteria section to add a note to the Post Date field to indicate the system will validate the receipt date against the date entered in this field if the 'Receipt Posting Date Validation for Receipt Date' is checked on the Purchase Order Control screen. Updated for Patch V12-021 (CAM-5359).
Updated PO Receipts > Posting Receipts - Purchase Order > Purchase Receipts section to add details under the Select checkbox about the 'Select' box in the column header to select all the receipts. Also added a note to indicate that the system will only allow a batch to be posted when all the available receipts are selected. If not all the receipts are selected, an error message will warn the user to select or delete the receipts as needed. Updated for Patch V12-021 (CAM-6214).
Updated Queries > PO Query By Job section to remove details about the Include Closed POs and Include Voided POs checkboxes, which have been replaced by the new Exclude PO Status field. Updated for Patch V12-021 (CAM-5283).
Updated Utilities > Close/Re-open POs section to add a note to indicate that users should avoid using this utility repeatedly or unnecessarily, as it may cause issues. The Sort By radio button descriptions were also removed, to reflect the latest version of the screen. General update.
Updated Setup > Purchase Order Control > Receipts – Tab > Security Flags section to add a description for the Receipt Posting Date Validation for Receipt Date checkbox. Updated for Patch V12-021 (CAM-5359).
Updated Setup > Purchase Order Control > Receipts – Tab > Security Flags section to add a note to 'Warning (for manually entered receipts) - if unposted receipt for PO already exists’ checkbox to indicate that this box must be checked before the PO has been created, approved, processed, and/or posted. Updated for Patch V12-021 (CAM-3930).
Updated Maintain Vendors > Accounting - Tab > Voucher Payment Fields section to provide a description for the Branch Code field. Updated for Patch V12-021 (FIN-16158).
Updated Contacts section with a cross-reference to the Contacts section in the Opportunity Management guide. General update.
Real-Time Integration - R12 Assigned standard naming convention to section headings. General update.
Requisitions - R12 Assigned standard naming convention to section headings. General update.
Updated Processing Requisitions > Requisitions Entry > Requisition Header section to document the Job Comp and Job Code fields. Updated for Patch V12-021 (CAM-5804).
Updated Processing Requisitions > Requisitions Entry > Requisition Details section to indicate that the Import button can be used to import requisition details. Also indicated that to view all fields that can be imported, click on the Load All Columns checkbox in the Data Import pop-up window. Updated for Patch V12-021 (CAM-5804, CAM-5608).
Updated Processing Requisitions > Requisitions Entry > Requisition Details section to document the Job Code field. Updated for Patch V12-021 (CAM-5694).

Updated Local Tables > Control File Setup section to document the following checkboxes:

  • Job Code - Checkbox

  • Buyer Code - Checkbox

  • Requestor Code - Checkbox

  • Expected Date - Checkbox

 Updated for Patch V12-021 (CAM-5694).
Resource Planning - R12 Assigned standard naming convention to section headings. General update.
 Scheduling 2.0 - R12 Assigned standard naming convention to section headings. General update.
Updated Scheduling 2.0 with a note that the program has been deprecated and is no longer supported by CMiC. General update.
Subcontract Management – R12 Assigned standard naming convention to section headings. General update.
Updated Contracts > Enter Subcontract/Change Order > Creating Contract Change Orders section to provide details about the Add Change Items button, used to create an SC Change Order from a change item (PCI). General update.
Updated Setup > Local Tables > Control (SC Control File) > Contract Defaults – Tab to clarify that when the 'Allow Override' box is checked, the auto-generated SC Number can be overridden during the initial Subcontract entry (i.e., before the record is saved). Once the overridden code is entered and then saved, the SC Number will no longer be editable. General update (00554428).
Updated Setup > Local Tables > Control (SC Control File) > Contract Defaults – Tab to add a note under the Do Not Allow Posting If Contract Exceeds Budget checkbox to indicate that if this box is checked and the Include PO and JC Amounts when 'Do Not Allow Posting if Contract Exceeds Budget' is Enabled box is also checked on the Projects tab of the System Options screen, then purchase order amounts, subcontract commitments, and JC commitments are included in the budget validation. Updated for Patch V12-021 (PC-13158).
Updated Setup > Local Tables > Control (SC Control File) > RFP Defaults – Tab section to add a detail to the description for the Use Pay When Paid (SC) checkbox to indicate that if this box is checked and the 'Use Auto Draw Number' box is unchecked, the draw number will populate on the voucher as soon as an RFP is created. The draw number will be the current draw number plus one, or "1" if there is not yet a billing draw. General update (00547421).
Updated Setup > Local Tables > Control (SC Control File) > RFP Defaults – Tab section to add a note to the description for the Use Auto Draw Number checkbox to indicate if the 'Use Auto Draw Number' box is checked and the 'Use Pay When Paid (SC)' box is also checked, when a voucher is created and posted, the draw number will not populate until the draw is posted (i.e., the voucher's Draw field will remain blank until the draw is posted). General update (00547421).
Updated Setup > Local Tables > Control (SC Control File) > RFP Defaults – Tab section to add a note to the description for the Use RFP Screen for Advance Payment Creation checkbox to indicate that there is down payment functionality applicable to the Subcontract Entry and RFP Entry screens in CMiC Field and if using that feature then this box should be unchecked. General update.
Subcontractor Prequalification - R12 Assigned standard naming convention to section headings. General update.
Updated Subcontractor Prequalification > Subcontractor Prequalification section to provide additional detail to the description for the Joint Check checkbox. General update.
Updated Subcontractor Prequalification > Subcontractor Prequalification Applicants > Additional Information Options section to remove the description for the Check Spelling button as this no longer applies. General update.
Updated Subcontractor Prequalification > Subcontractor Prequalification Applicants > Additional Information Options section to document the Print Questionnaire Summary button. Updated for Patch V12-021 (CF-20751, CF-24927).
Updated Subcontractor Prequalification > Subcontractor Prequalification section to indicate that for more information about the buttons at the top of this screen, users should refer to Additional Information Options subsection under Subcontractor Prequalification Applicants section. Updated for Patch V12-021 (CF-20751, CF-24927).
Updated Prequalification Control section with a new subsection for Define Project To Store Documents. General update (00559952).
Updated Prequalification Setup > Prequalification Control > Self Service Attachments > Self Service - Other Attachments section to replace an outdated screenshot. General update.
System Administration Guide – R12 Assigned standard naming convention to section headings. General update.

Updated Quartz Utility – System Guide > Setup Thumbnail Job section with a new

subsection for Installing Vertex. This is the new Vertex installation process, which takes effect starting with the October 2024 Vertex release.

 General update.

Updated Quartz Utility – System Guide > Setup Thumbnail Job > Installing Vertex section to re-name title to "Installing Vertex Prior to October 2024" indicate that this set of procedures is for installing Vertex versions prior to October 2024.

General update.

Updated CMiC Cloud SSO Authentication section as follows:

  • Under Getting Started, removed Construct APR app from the note since it has been released.

  • Under User Audit Screen, updated screenshot to reflect the latest version of the screen. Removed standard treeview path from the caption since this is not designed to be in the standard Treeview menu. Also added descriptions for the Azure Login ID field and LDAP Login Disabled checkbox.

  • Under User Audit Screen, revised "Adding User Audit Program to Custom Menu" to "Accessing User Audit Screen". Removed Method 1 and added an additional method, which involves directly accessing the screen using a URL.

  • Under Launching Treeview Builder, updated the URL for ATLAS PROD.

  • Under Accepting the Invitation, updated existing link to links to ATLAS and NOVA environments.

 General updates.

Updated CMiC Cloud Application Selector to reflect the latest domain changes.

  • Added that this screen is now used to launch the Enterprise console, CMiC Field, E-Time, CMiC ESS, or Construct ESS.

  • Updated URLs for ATLAS and NOVA.

  • Added note under Troubleshooting section to assist users with restoring access to legacy login screens with references to browser documentation.

 General update.

Updated OAuth2 – CMiC Configuration section as follows:

  • Moved existing content to a new section called "CMiC API and OAuth 2.0" under Integrations and added more information.

  • Re-named this section to "OAuth2.0 - System Administration" and added a cross-reference to the new "CMiC API and OAuth 2.0" section.

 General update.
Updated Quick Guides > Allowing Pop-ups in Google Chrome to revise the name of the article to "Allowing Pop-ups in Web Browsers" and to include information about Microsoft Edge and Mozilla Firefox. General update.
Updated Quick Guides > Improving Email Success Rate to add a note to indicate that this section applies only to CMiC Cloud customers and Enterprise customers hosted in CMiC PAAS. General update.
System Data - R12 Assigned standard naming convention to section headings. General update.
Updated Setup > System Options > General – Tab > Other section to add a note to the LDAP Servers, Login Info, and Job Queues buttons to indicate that these buttons are for Enterprise clients only and are not available for Cloud clients. General update (00560846).
Updated Setup > System Options > General – Tab > Other section to add details about the Concurrent License Audit feature under the Job Queues button. Updated for Patch V021 (CAM-5207).
Updated Setup > System Options > Projects - Tab > General section to provide details about the Limit Categories Linked To Cost Code Master checkbox. Updated for Patch V020 (PC-12501; PC-16483).
Updated Setup > System Options > Projects - Tab > General section to provide details about the Include PO and JC Amounts when 'Do Not Allow Posting if Contract Exceeds Budget' is Enabled checkbox. Updated for Patch V021 (PC-13158).
Updated Setup > System Options > Financials – Tab > General section to add a description for the Enable Joint Payee Validation checkbox. Updated for Patch V021 (FIN-16677).
Updated Setup > System Options > Projects – Tab > General section to add a note to the System Wide Unique Job Code description to clarify that if the setting 'Automatically Create Job for a New Project' is selected in the Job Cost Control File screen, a duplicate job code may be created in the Job Info tab of the Project Maintenance screen when entering a new project. General update (00559613).

Updated Setup > System Options > Reporting – Tab section to add descriptions for the following two fields:

  • Default MIP Format

  • Only allow MIPs to be printed as DOCX - Checkbox

 General update.
Updated Setup > System Options > Forecast – Tab > Forecasting section to document the Advanced Revenue Calculation checkbox. General update (20.32997).
Updated Setup > System Options > Payroll – Tab > Taxes section to document the Use New Vertex Section When Calculating Taxes checkbox. Updated for Patch V021 (HCM-11065, 11067, 11074).
Updated Setup > System Options > E-Timesheet – Tab section to revise the details for the 'Activate "Filter for Approver" in Access Code Administration Screen' checkbox. Updated for Patch V020 (HCM-2259).
Updated Setup > System Options > Self Service – Tab section to provide details about the Cloud Launch Page ESS Selection field, which is only available for Cloud. General update.
Updated Setup > System Options > AI – Tab section to reflect the latest version of this screen. It now contains Terms of Use and Privacy Policies checkbox. Updated for Patch V021 (BI-807).
Updated Security > Roles > Define Roles section to indicate under the Role, Name field description that CMiC software comes with three designated system-defined roles: ADMIN, SECURITY and TRANSACTN. General update.

Updated Security > Roles > Define Roles section to:

  • Revise the system privilege for GLVINADPT to "GL: Allow User To View Inactive Departments".

  • Add the new system privilege 'GLUINADPT GL: Allow User To Update Inactive Departments'.

 Updated for Patch V12-021 (FIN-16105).
Updated Security > Roles > Define Roles section to document the new system privilege ‘PYEMPDEL – PY: Allows User To Delete an Employee Profile’. Updated for Patch V12-021 (HCM-15609).
Updated Security > Roles > Define Roles section to document the new system privilege 'PYEDITPOS – PY: Allows User to lock the editing of Job Title'. Updated for Patch V021(HCM-14089).
Updated Security > Users > User Audit section to document the Azure Timeout in Hours field and the Reset Timeout button. Updated for Patch V021(CAM-5467).
Updated Security > Users > User Audit section to provide details about the Edit Azure Login field. Updated for Patch V021(CAM-5698).
Updated Security > Users > Defining User Preferences section to provide details about the Reset All Users' Time Zones button. Updated for Patch V12-020 (CAM-3072/ 23.78944).
Updated Security > Users section with a new subsection for User Audit. General update.
Updated User Extensions > UE Maintenance Overview > UE Field Maintenance section to revise the description for Data Type to remove the option for “OLE (Object, Linking and Embedding)" as this option is no longer being supported. General update.
Updated User Extensions > UE Maintenance Overview > UE Field Maintenance section to revise the description for Data Type to provide more detail about the options available. General update (00554406).
Updated User Extensions > UE Maintenance Overview > UE Field Maintenance section to add a note to the Rendering Type field to clarify that UDFs with the type "Multiselect" are not permitted in CMiC Field (PMJSP) screens and only function in Enterprise (ADF) screens. General update (00571034/370330).
Updated User Extensions > UE Maintenance Overview > UE Table Maintenance section to add a note specifically for when the UE Table contains changes made in Cloud environments. General update (00556247).
Updated Global Tables > Currencies section to add a screenshot of the Currency Name Mapping pop-up window under the description for the Name Mapping field. Updated for Patch V021(FIN-14355).
Updated Utilities > Report Action Status section to reflect the elimination of the Insert, Insert Multiple, and Delete buttons across all tabs. Also added more detail to and screenshots to clarify how this screen is used. Updated for Patch V021(TOOL-3788).
Updated Utilities > Report Action Status section with details about the Email Retry functionality. Updated for Patch V020.

Updated API Management section as follows:

  • Added a screenshot of the treeview menu to clarify what menu options are available under this item. Also added a link to CMiC API and OAuth 2.0 for detailed information on enabling CMiC API security and OAuth client credential authentication with third-party identity providers.

  • Updated API Security section to clarify that the this section contains reference materials for the screens found under API Management and that to learn more about the process involved in setting up API security, users should refer to API Security Configuration under Integrations.

 General update.

Updated API Management > Logs - APIs > API License Log section with details about the following fields:

  • Module

  • API Application Groups

  • API License - Checkbox

 Updated for Patch V021 (CAM-4944).
Updated API Management > Setup - APIs > API Security - System Data > Assign API to Role > API End Points section to indicate under the description for the Application field that the LOV only contains API application groups where the API License box is checked on the API License Log screen. Updated for Patch V021 (CAM-4944).
Added new section for User Admin Central (UAC). General update.
Updated Quick Guides with a new guide for Auditing Concurrent License Usage. Updated for Patch V021 (CAM-5207).
Updated Quick Guides with a new guide for Changing Console Color Theme. General update.
Translation Manager - R12 Assigned standard naming convention to section headings. General update.
Treeview Builder - R12 Assigned standard naming convention to section headings. General update.
UI Console - R12 Assigned standard naming convention to section headings. General update.
 US Payroll - R12 Assigned standard naming convention to section headings. General update.

Updated Setup > Company > Payroll Control > General - Tab section to clarify how the following fields are used:

  • Post Transaction by Hour Type in Job Cost – Checkbox: Removed note, as checkbox is not dependent on Job Summary By field.

  • Post Transaction by Shift Type in Job Cost – Checkbox: Revised note to clarify that this checkbox is only enabled when the Job Summary By field is set to "Job by Employee", "Employee by Date" or "Timesheet".

  • Updated Post Burdens By field's to add a note to indicate that this field is only enabled when the Job Summary By field is set to "Job by Employee", "Employee by Date" or "Timesheet".

 General update (00557173).
Updated Setup > Company > Payroll Control > General – Tab section to provide additional details in the description for the Use Charge Rate Multiplier and Use Billing Rate Multiplier fields about the options for “Normal Hours Only” and “All Hour Types”. General update.
Updated Setup > Company > Payroll Control > Rules – Tab section to provide details about the Holiday Determination Method in Construct field. General update (HCM-143447).
Updated Setup > Company > Payroll Control > E-Timesheet – Tab section to update the label and description for the Audit Timesheet checkbox, as well as the Reason For E-Time Change Entry field. General update
Updated Setup > Company > Payroll Control > E-Timesheet – Tab section to add a note to the Audit Timesheet checkbox to clarify that this box is only available in the US Payroll module for companies with a "US" country code. General update.
Updated Setup > Company > Payroll Control > Rules – Tab section to revise the label for the Overtime Rule Method checkbox. Was previously Payroll Overtime Rule Method. General update.

Updated Setup > Company > Payroll Control > Rules – Tab section to document the following checkboxes:

  • Company Is Physically Located In Eugene - Checkbox

  • Employer Engaging In Business In Seattle - Checkbox

  • Previous Year Total Payroll Expense Minimum Threshold Met - Checkbox

Updated for Patch V12-020-2 (HCM-11071).

Updated Setup > Company > Payroll Control > Rules – Tab section to provide details about the options available under the Salary Charge Rate Processing Option field. General update.

Updated Setup > Company > Hour Types section to provide details about the following two fields:

  • Statutory Holiday Flag - Checkbox

  • [Set as Statutory Holiday] - Button

 General update (HCM-15643).
Updated Setup > Employees > Employee Profile - Personal Tab section to provide details about the Delete Employee button, used to delete the employee profile. Updated for Patch V12-021 (HCM-15609).
Updated Setup > Employees > Employee Profile - Personal Tab section to update the description for the Termination Date field by adding a note to clarify that the Employee Profile screen only displays present details and does not accommodate future date values. General update.
Updated Setup > Employees > Employee Profile - Personal Tab section to add details to the Service/Years field to clarify how the calculation of the field would work for an employee who is re-hired. General update (00543376).
Updated Setup > Employees > Employee Profile - Personal Tab section to re-name the "Position Description" field's title to "Job Title". Also added details to explain how this field works with the new system privilege 'PYEDITPOS – PY: Allows User to lock the editing of Job Title'. Updated for Patch V12-021 (HCM-14089).
Updated Setup > Employees > Employee Profile - Personal Tab section to add a note under the [Copy Employee] button to clarify that feature is not available for salaried employees. The Employee List LOV will only display hourly employees. General update.
Updated Setup > Employees > Employee Profile - Company Tab section with a description for the 'Exclude From Holiday Timesheet Auto Generation' checkbox. Updated for Patch V12-021(HCM-15643, HCM-16695).
Updated Setup > Employees > Employee Profile - Address Tab section to correct a typo in the County/Region Code description. Changed "country" to "county". General update.
Updated Setup > Employees > Employee Profile - Tax Tab section to add details for the State, County, City fields. Updated for Patch V12-021(HCM-13519).
Updated Setup > Employees > Employee Profile - Tax Tab section to clarify details for the School District Code field and to add details for the PSD Code, Jurisdiction, and Tax Collections fields. General update.
Updated Setup > Employees > Employee Profile - Tax Tab section to add details to the Residence Location field and the Primary Work Location field to clarify that these fields are used for local county tax calculations in the state of Indiana. For more information, users should refer to the Indiana Special County Tax Rules and Setup in CMiC quick guide. General update.
Updated Setup > Employees > Employee Profile - Tax Tab section to add details to the State Filing Status field. General update (00563988).
Updated Setup > Employees > Employee Profile - HCM Tab section to add a note to the Job Classification field to indicate that only those positions with the 'Active' box checked on the Position Types screen in the Human Resources module will be available for selection in the Job Classification field’s LOV. Updated for Patch V12-021(HCM-14089).
Updated Setup > Employees > Employee History section to add a cross-reference to the Employee Profile section for more information on the tabs on this screen. General update.
Updated Setup > Local Tables > Work Locations section to add details for the State, County, City fields. Updated for Patch V12-021(HCM-13519).
Updated Setup > Jobs > Overheads > Overhead Groups and Codes section to revise to "This is a one-time E-Time update..." General update.
Updated Setup > Local Tables > Work Locations section to add details for the School District Code, PSD Code, Jurisdiction, and Tax Collections fields. General update.
Updated Setup > Local Tables > Trade Codes section to provide more detail under the Available in RP checkbox to clarify the requirements that need to be met in Resource Planning to use this column in the screen. General update (00549782).
Updated Setup > Local Tables > Trade Codes section with a revised screenshot to reflect the latest version of the software, which includes an Import button on the Block Toolbar. General update.
Updated Setup > Local Tables > Work Category section with a revised screenshot to reflect the latest version of the software, which includes an Import button on the Block Toolbar. General update.
Updated Setup > Local Tables > Payroll Unions > Unions section to remove the description for the Include Union as Regular Union in the ACA Reporting field, as this is not a standard field. General update.
Updated Setup > Local Tables > Holidays section to provide a description for the Holiday Day field. Updated for Patch V12-021(HCM-15643, HCM-16695).
Updated Administration > Leave Administration > Company Leave Maintenance section to re-name the heading to "Company Leaves" and to improve the layout and details for the fields available on this screen. General update.
Updated Administration > Leave Administration > Company Leaves > Company Leave Details > General - Tab section to document the Unpaid Leave when on probation checkbox. Updated for Patch V12-021(HCM-9636/24.80739).

Updated Administration > Leave Administration > Company Leaves > Company Leave Details > Accounting - Tab section to document the following account fields:

  • Leave Expense Clearing Dept. Code

  • Leave Expense Clearing Account Code

 General update (00563288).
Updated Administration > Leave Administration > Company Leaves > Advanced Setup - Tab section with a description for the Leave Pay Table Base field. General update.
Updated Administration > Leave Administration > Sick Leave Policy section to add a cross-reference to the Sick Leave Policy Setup quick guide. General update.
Updated Administration > Benefit Administration > Company Benefits > Pay Frequency – Tab section to clarify in the Amount field that the amount is for benefit, defaulted from Benefits Master screen. General update.
Updated Administration > Benefit Administration > Employee Benefits section to provide details about the Default Amount field. General update.
Updated Administration > Deduction Administration > Master Deductions section to add a note to indicate that if the 'Use New Vertex Section When Calculating Taxes' checkbox is enabled on the Payroll tab of the System Options screen in the System Data module, the deduction will be stored in the new Vertex CMPARRAY. Updated for Patch V12-021 (HCM-11065, 11067, 11074).
Updated Administration > Deduction Administration > Company Deductions > Employer Contribution – Tab section to provide more detail about the options available in the Amount Type field. Also updated Amount field. General update (17.41624, 18.54866).
Updated Administration >Workers’ Compensation > Workers' Compensation Rates > Rate Details section to add an example to the Frequency field to show how the frequency selected affects the amount entered in the Maximum Limit field. General update.
Updated Administration >Workers’ Compensation > Workers' Compensation Benefits > Benefit Details section to indicate that when checked, benefits and bonuses will be included in taxable gross payroll calculations, which can be viewed in the Gross Earnings field on the Mid-Year Pay History Setup screen and in the Taxable Gross Payroll column on the Workmen Compensation Premiums Due By Job report. Updated for Patch V12-021(HCM-13224).
Updated Timesheets > Timesheet Data Corrections and Adjustments > Timesheet Entry Adjustment section to document the Adjustment Year and Reference fields. General update (00566887).
Updated Timesheets > Timesheet Entry > Timesheet Details – Tab section to add a note under the Distribution Type (DT) field for "E" type to indicate that the distribution type "E" is not supported in the Timesheet Entry screen. General update.
Updated Timesheets > Weighted Average Overtime Rate Calculation section to add more detail to the fields available on this screen and to provide more information about the weighted average calculation. General update.

Updated Timesheets > Timesheet Reports section to add new details about the Hours Summary By Job report. Enhancements include Hide Wages, Show Trades, and Group by Job parameters.

 Updated for Patch V12-021(HCM-13584).
Updated Processing > Adjustments section to add a new subsection for Closing an Employee Loan. General update.
Updated Processing > Employee Terminations section to update the title to "Terminate Employees" and to replace the screenshot to reflect the latest version of the software. General update.
Updated Processing > Processing, Checks and Postings > Processing section to document the Use Vertex API checkbox. Updated for Patch V12-021 (HCM-15136).
Updated Processing > Processing, Checks and Postings > Check Printing > Reprinting Checks section to update the details to reflect the enhancements to the Payroll Check Printing pop-up window. Updated for Patch V12-021 (HCM-15721).
Updated Processing > Standard PY Stub Formats > PY Standard Pay Stub – Pay Rate and Tax (PYSTB09U) section to update the screenshot to reflect the latest format. The Bonus category has been updated to Supplemental Pay. General update.
Updated Government Forms section with a new subsection for Greenshades Locality. This subsection provides a cross-reference to related material in the Greenshades guide. General update.
Updated Reports > Worker Compensation Reports > Workmen Compensation Premiums Due By Job section to indicate that to include benefits and bonuses in the taxable gross payroll calculation, benefits must have the 'Amount Allocated to Job' box checked on the Workers' Compensation Benefits screen Updated for Patch V12-021 (HCM-13224).
Updated Reports > Tax Reports > State Unemployment Insurance Report section under the description for the [SUTA Code Selection] button to indicate that the SUTA codes displayed in the pop-up window are based on whether the tax code is an SUI tax. If the tax code is not an SUI tax, it will not be displayed in this pop-up window. General update (00554137).
Updated Reports > Tax Reports > Employee Tax Report Local section to document the Work Location Print Option field. General update.
Updated Reports > Payroll Reports > Payroll Register section to clarify under screenshot of the report that the Total Benefits section will only display the sum of the employee benefits and does not include benefits that are employer contributions. General update (00416295).

Updated Reports > Payroll Reports > Federal Certified Payroll Report section to provide details about the following two new checkboxes:

  • Include Leave Accrual Cost

  • Hide Grand Total

 Updated for Patch V12-021 (HCM-15540).
Updated Reports > Payroll Reports > Payroll Register section to provide details about the Include Voided Checks checkbox. General update.
Updated Utilities > Re-Number Employee Number section to emphasize that this screen is only available to Enterprise users and not Cloud users. General update.
Updated Quick Guides with a new guide for Indiana Special County Tax Rules and Setup in CMiC. General update.
Updated Frequently Asked Questions > Taxes section with a question related to exempting an employee from taxes. General update (00551939).
Updated Frequently Asked Questions section with a new subsection for Employment History Adjustment. General update (00533025).
Workflow - R12 Assigned standard naming convention to section headings. General update.
Updated Workflow Management > Notification List section to add details about viewing or reassigning another user’s notification list. General update (00551943).

Updated Workflow Management > Workflow Monitor section as follows:

  • Clarified that the Activity List screen can be used to stop, start, bypass approvals, restart, and change attributes of a particular workflow.

  • Added more detail under the Find button about the Process List screen which is launched from this button.

  • Added a new subsection for Activity List to describe how this screen is used and to provide details about the fields in the screen.

  • Under Search for a Specific Notification section, clarified that this section is meant to only show the notification. You cannot approve or reject a notification from this section of the screen. These actions can be done using the Activity List screen.

 General update.
Updated Workflow Management > Workflow Monitor section to add detail to the Item Key field to explain how a user can also search for workflows based on date values. General update (00568740).
Updated Setup > Lookup Rule Maintenance > Lookups By Type section to clarify how the ‘Active’ checkbox is used. General update (00560464).
Updated Setup section with a new subsection for Accounts Payable Workflows. Included a new section for AP Payment Selection Workflow. General update.
Updated Setup > Setup of Purchase Order Workflows > Purchase Order Change Order Workflow > Setup of Purchase Order Change Order Approval Workflow > Step 1 section to update screenshot to reflect the “DEFAULT_REC_CODE” attribute. General update (00512933).
Updated Setup > Setup of Purchase Order Workflows > Purchase Order Receipt Alert Workflow section to clarify the workflow lookups for the three users who may receive this alert, all of which are optional. This is the information that appears before the Workflow Setup section. General update.
Updated Setup > Setup of Purchase Order Workflows > Workflow Lookups Used for Approvals section with a note to indicate that for any of the lookups (e.g. - PO Job Threshold) that require a dollar amount to be set, to not include any commas in the numbers. The amount should be a numerical value without any separators. General update.
Updated Setup > Setup of Purchase Order Workflows > Approval Process section to include additional details about setting approval thresholds. General update.
Updated Setup section with a new subsection for Human Resources Workflows. This new subsection contains information for CMiC HR Profile Change Approval Workflow. General update.
Updated Quick Guides > Compliance Workflow with a note to indicate that when a notification is sent, using this workflow, it will not send a workflow notification in the Workflow Notification screen. General update.
Updated Quick Guides with a new guide for Controlling the Posting Date for Invoice Workflows. General update (00551115).
Work Order Billing - R12 Assigned standard naming convention to section headings. General update.

 

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