PDM Release Notes. PDM Pro 3.3

Transcription

1 Bid Management Improvements PDM Pro Bid Package In Process Changes Saved On Tab Selection When a Project Administrator is modifying a bid package in the PDM system, the system will save changes when they select a different Tab, or press the "Ok" button Enhanced Bid Package Time Entry The system will provide an easy method for users to enter a time for a bid package, in less than five clicks. Currently it can take as many as 40 clicks to set a time Minority Bidding History Reports The system provides minority bidding history reports: Minority Organization Bidding Summary, Minority Organization Bidding Details, Project Minority Bidding Summary, Project Minority Bidding Details Bid Packages Awarded Bidders is not saved After setting an invitee to a status of "Awarded" and closing the bid package, the "Awarded" setting is lost Invitee Control Does Not Display Occasionally the Invitee Tab is Blank when a user opens the bid package invitee tab Invitee Tab Column Setting lost when Group By Construction Codes is selected. When a user sets the columns on the invitee's tab, and selects a Group By Construction Codes prior to saving the invitee tab, the system will read the old column settings and overwrite the users selection Setting a scope of work does not populate filter for Invitees until the project is closed. When the user sets a scope of work, and then immediately tries to add invitees, the system does not show the construction codes until the user closes and re-opens the project When editing a scope of work on a small screen, the edit button is off the screen When the user attempts to edit the scope of work, the screen drops off the bottom of the page, and they cannot access the edit button Invitee Status Report Shows All Invitees for all Construction Codes The Invitee Status Report shows all invitees for all construction codes. It should only show the invitees that match the scope of work construction code. Document Management Improvements 3623 Import server does not create a Thumbnail on new systems Import server generates a Thumbnail error Pending Uploads are not handled properly on application close. When the user has a upload pending, the system warns the user that they should cancel the upload PDM Orderprocessor Service should have version number A version number for the Order Preprocessor service will allow multiple processors to run for multiple versions. Enhanced Contact Entry/Editing 4089 Last Contact Organization Removal The system will automatically delete an organization and location when the last contact is removed from the organization after confirming with the user Multiple Selection Contact Edit - Organization/location The system allows a authorized user to select one or more contacts and then initiate the "Select New Organization". The system will present a screen that will allow the user to search and select a new organization and location which will be assigned to all of the selected contacts after a confirmation message is accepted by the user Double clicking on a contact should launch the view screen. When a user double clicks on a contact, the system will display the edit screen if they have the ability to edit contacts. If they do not, the system will display the view screen.

2 3463 Notes tab accessible from view and edit contacts screens The system will allow the user to see a tab from the main edit and view contacts screen. The tab name will have an indicator that shows how many notes are available for that contact. This will allow a user to quickly see if there are notes associated with the contact Organization Delete The system allows the user to delete organizations that do not have contacts associated with them Multiple Selection Contact Edit - Set Contact Attributes The system allows a project administrator user to select multiple contacts and quickly change the following attributes : Status, Contact Delivery Method (FAX/ /Both), Organization Type (Sub, GC, etc), Payment Preference, Verify At Login, Contract Role (Admin, Exec, Finance, Bidding, Estimating) 3386 Multiple Selection Contact Edit - Set Contact Service Region The system allows a project administrator user to select multiple contacts and quickly change the service region assigned to that contact from a wizard. PDM Release Notes 3386 On contact entry, contact type on Advanced tab always saves 'customer' no matter what is selected. On contact entry, contact type on Advanced tab always saves to 'customer' no matter what is selected People Search Number Rows The number of rows returned in People Search is always two less than the number chosen. For example 50 returns 48, 250 returns 248, 500 returns Switching group by values does not clear previous filter When a filter tab is selcted and then the group by value is changed, the results are still filtered by the previously selected filter value. Refreshing the grid resolves the problem 3580 Selecting Zero contacts when searching for a project contact creates a exception When searching for the project contace, if the search window is closed without selecting a new contact, an exception is displayed When searching for ITB recipients, the Construction Code Search screen can drop off of the screen. When the user attempts to edit the construction codes, the screen drops off the bottom of the page, and they cannot access the ok/cancel button Contact search throws error When you use the contact search from the main dashboard and then try to sort by the Name column (which is the display name), you get an exception. You can sort by all other fields except that one. The error message reads Value cannot be null. Parameter name: AttributeId 'Display_Name' does not exist in collection. Enhanced Notification Creation 3992 Enhanced Notification Send Date Selection The system will allow a user to pick a date to sent notifications that is in the future. It will not be possible to pick a send date in the past. This assures that users do not back date notifications Notification Attribute Type Specific Editors The system will provide attribute data type specific data entry for all notification attributes. When a date attribute is on the notification the system will automatically display a date entry screen. The same with Lists, Integers, and Double precision numbers Notification Preview The preview will work in the same manner as it did in PDM Status Bar - Notification Status The system displays a status bar on the bottom of all notification screens that indicates important information about the notification Notification page Web Page tab A project administrator can modify and preveiw the web page content prior to sending the notification Notification Recipient Delivery Method Override The system allows a user who is creating a notification to select one or more recipients and change the delivery method that will be used to send the notification to the recipient. The user can right click and select 'Change Delivery Method' or click on the 'Other Actions' button and select 'Change Delivery Method' Enhanced Notification Recipient Grid The notification recipient grid allows a user to select contacts using check boxes and invoke actions using a set of buttons at the top right of the page Notification page Message tab A project administrator can modify the HTML content prior to sending the notification Notification page Fax Message tab A project administrator can modify the HTML fax content prior to sending the notification.

3 981 Notification Type Delivery Method Override The system allows the system administrator to specify the delivery method to be used for each type of notification. The administrator can choose between: , FAX, Both, Else Fax, Recipient Defined Preference. When the notification is created, the system will apply the notification type delivery method to each recipient and display the method that will be used in the Recipients Grid. Th 3484 Message box typo Message box says:...contact "YOU" administrator, but should say "...contact YOUR administrator AND Title of message box says "PDM - Project Document Management" but should say "PDM - Project Document Manager" Enhanced Notification Definition / Types 3872 Notification Type Availability By Send Location The system will allow the system administrator to define which locations within the PDM application have the ability to send each notification type. When creating a notification type, the system admin will be able to select where the notification type being created will be available from a list of all locations within the PDM applications that can create notifications. By default, when a new not 4124 Follow-up Notification Type Automatic Invitee Creation The system will automatically add notification recipients added to a Bid Package notification during the notification Follow-Up processing to the bid package Invitee list if the notification type has the "Automatic Invitee Addition" option selected and the Follow-Up notification has a reference to a bid package Notification Automatic Invitee Addition Processing. The system will automatically add notification recipients added to a Bid Package notification during the notification creation processe to the bid package Invitee list if the notification type has the "Automatic Invitee Addition" option selected Notification Type Automatic Invitee Addition Setting The system allows the system administrator to specify the Automatic Invitee Addition setting for each Notification Type. When this option is selected, the user sending a notification will be able to add additional recipients using the "Add Recipients" button on the Notification Recipient Tab and when the notification is saved any recipient that are not already invitees will be added as a bid p 4123 Resend Notification Type Automatic Invitee Creation The system will automatically add notification recipients added to a Bid Package notification during the notification Resend processe to the bid package Invitee list if the notification type has the "Automatic Invitee Addition" option selected and the resend notification has a reference to a bid package customize the subject line of an in a notification so that it auto pulls the project name The system will provide the administrator the ability to define a default notification subject formula when defining a notification type. The formula can be a combination of static text and fields from the notification content. If no formula is defined, the system will display a blank subject line which requires the user to enter text before they can send the notification. Enhanced Notification Follow-up 3819 Notification Follow-up The system allows a project administrator to create a notification follow-up for any notification listed in the System Communications List, Project Communications List, the Bid Package Communications List. The follow-up notification is a new notification based on the information sent with the previous notification that will be created with the same set of recipients as a prior notification Notification Follow-up - Bid Package Communications Tab The system allows a project administrator to create a notification follow-up for any notification previously sent from a bid package and listed on the Bid Package Communications Tab. The follow-up notification is a new notification created with the same set of recipients as a prior notification Notification Follow-up - Project Communications Tab The system allows a project administrator to create a notification follow-up for any notification listed in the project communications list. The follow-up notification is a new notification based on the information sent with the previous notification that will be created with the same set of recipients as a prior notification Notification Follow-up - Recipient Selection The system automatically adds all recipients from a notification selected for Follow-Up to the Notification to be sent as a follow-up. The user can add or remove additional recipients as necessary Notification Follow-up - System Communications Tab The system allows a project administrator to create a notification follow-up for any notification listed in the System Communications list. The follow-up notification is a new notification based on the information sent with the previous notification that will be created with the same set of recipients as a prior notification.

4 Enhanced Notification Processing 3988 Multiple Version Processing Services The system allows a system administrator to run multiple versions of the processing services on a single computer. Enhanced Notification Resend 4114 Invitee Notification Resend The system allows a user to resend bid package notifications from the invitees tab and then select which notification should be resent to the selected recipients. Enhanced Notification Tracking / Management 3651 Communication/Notification List Displays Send Time The system displays the time that each notification was sent in all grids that display notification information. Environment / R&D 3380 License Management page in LMC does not allow contacts to be dropped from other contact grids. Frequently a user needs to assign a large number of contacts from a project to licenses. It would be very efficient to allow the user to drag the contacts from a project or other contact grid to the Licnese grid and assign them licenses Manage licences produces an error if you drop more contacts than the license allows Manage licences produces an error if you drop more contacts than the license allows. It should be handled with a message box. Notification Usability Improvements 4213 Reply To CC Address on notifications The system allows a user to enter a Carbon Copy "CC" address when creating and advanced notification. All notifications sent will be copied to the address defined in the CC Field Warn the sender prior to sending an ITB if recipients are not invitees on the bid package Warn users that recipients are not invitees when they send an ITB 4008 Notification Missing Attribute Warning The system will warn a user if they attempt to send a notification with data missing for an attribute that is defined in the Selected Notification Type Notification Recipient Delivery Method Override The system allows a user who is sending a notification to change the delivery method to be used for a recipient. They can select "Fax", " ", " Else Fax" "Both" 1656 Notification Type Delivery Method Override The system allows the user creating a notification to specify a delivery method that will override all of the contact preferences for the notification being created. The user can select " ", "FAX", " Else FAX", "Recipient Defined Preference" or "Both" Plan Holders List Contact Notifications The system allows a privileged user to select one or more contacts listed in a plan holders list in the Windows Client and send them a notification Standard Menu Option for Sending Notifications All right click and other options menus will now show the option "Send Notification" instead of the various inconsistent options used today Notification Template/Attribute changes All of the System Notifications have been updated to be more user friendly Contact information can be viewed when adding recipients to a Notification The system allows a user to view a user's information from the recipients screen prior to sending the notification 2832 Send notification to selected contacts The PDM bidding system allows the user to select any individual or multiple contacts and then send a notification to all contacts selected

5 1651 The Project Administrator can resend a Previously Sent Notification The project administrator can select all or a subset of the recipients of a notification and then resend the exact same notification to the selected recipients Notification Recipient Web Page HTML Preview The system displays a WYSIWYG preview of the notification Web Page for each recipient that is scheduled to receive the notification. The preview will include a representation of the actual Web Page the recipient will access Notification Recipient Drag / Drop The system allows a user to drag contacts from any contact list in the product to the recipients tab on a notification. This feature may be disabled on certain notification types that do not allow recipients to be added to a notification. PDM Release Notes 3482 Edit of Notification type using the advanced options, does not send the changes Edit of Notification type using the advanced options, does not send the changes Deleted Contacts are added to a notification when a address book is dragged to the notification. When a user changes the status of a contact who is a member of a address book to deleted, and then drags the address book to a notification recipient list, all deleted contacts in the address book are added to the notification as recipients Labels are overlapping the text boxes on the Notification screen Labels are overlapping the text boxes on the sent notification edit screen 3683 The system allows the user to attempt to resend a notification that has not yet been sent If a notification has not been processed and sent, the user should not be able to initiate a resend of the unsent notification Drag drop doesn't follow the attachment size constraint Drag drop doesn't follow the attachment size constraint. The Add attachment button does work correctly PDM Notification attachments not saved If a file is added to a notification, under some circumstances it will not be saved when the notification is saved Typo on Notification Maintenance Title bar Typo on Notification Maintenance Title bar 3501 If only one Notification Type automatically select it. Any time you send a notification and there is only one type in a list, we should automatically select the notification type. Portal Improvements 3954 Portal Project Filtering by Project Status The system allows a system administrator to filter projects from a portal using the project status. This allows projects that have been archived, or are inactive to be removed from the list of available projects Direct browse to Project Documents page causes docs in the grid to not view, print, or download Using the grid buttons to try to view, print, or download do not work if a user follows an ITB link into the portal and is redirected to the project documents page instead of the Bid Pkg documents page For a system with Mult-portals - Register and Forgot Password links are not forwarding back to sending port For a system with Mult-portals - Register and Forgot Password links are not forwarding back to sending portal, the user is sent back to default portal always Portals do not pay attention to Status, Expire Date, or Search filters on the My Projects List Portals do not pay attention to Status, Expire Date, or Search filters on the My Projects List Error on mirror folder download Error on mirror folder download 3667 Invalid URI when registering from the web portal Invalid URI when registering from the web portal 3658 Project Alerts text on web portal should be clearer Change Subscription button label to be "Project Alerts On" or "Project Alerts Off" 3461 Portals Should be able to display Inactive Projects There is no way to modify a project portal search to show inactive projects Continue Shopping return to root project folder rather than previous folder When adding items to the cart and then wanting to continue shopping the system does not return the user to the previous screen, instead they are directed back to the root project folder with all folders collapsed.

6 3368 Switching Country to Canada in My Account doesn't change to Zip/Postal Code Switching Country to Canada in My Account doesn't change to Zip/Postal Code like it does on the Verify screen OnCenter Takeoff does not work from the Web When the user presses the Takeoff button, the system always displays the message " Could not locate takeoff application: On-Screen Takeoff " Document Upload Buttons are reversed The 'Ok' and 'Cancel' button on the Document Upload form are reversed. We should make sure that we have a standard for all common button positions Enter key does not work when entering a Fax Key into Web Portal When a user enters the fax key into the web portal and presses the enter key, the system does not respond and appears to be broken. The enter key should act the same as when they click on the submit button. Project Management Improvements 3715 Save and Edit project Creation button. When a user creates a project, they will be able to press a "Save and Edit" button, or a "Save" button. The save and edit button will save the user the trouble of selecting the saved project and invoking the edit action Default for project contact When creating a new project, default contact should be the GC project admin that is logged in, with ability to change to any other project admin contact Projects Tab - Change "Edit Selected" to "Open Selected" The Edit Selected button used to display a project has been changed to 'Open Selected' to better reflect that users who do not have edit permission can still open the project and view information. PDM Release Notes 3575 No way to search/add to My projects in web for collaboration users The web allows you to search for all projects you have access to and add them to the My Projects. There is no way to do this in the Windows app A user can add a project without permissions - A collaborator is allowed to add a project. - a licensed user who doesn't have any permissions can also create a project but gets a message that there is not a portal configured for the project 3604 Editing a Project Template causes an error When a project Template is edited, the system throws an error Invited Projects do not automatically display on My Projects When a user is invited to a project, the project does not display in the My Projects view of the Windows Application. 541 Documents Transfered from MHC Network to PDM result in Documents that are not sorted correctly. Documents transferred from a MHC Network project to PDM appear to be sorted in reverse order Project Templates do not follow permissions The Choose Project Templates function on create project (options) does not filter the available templates based on the users permission to access owners. This allows a user to create a project for an owner that they do not have permission to access or edit PDM to PDM Syncing - No files or folders transfer When we sync from PDM to PDM the sub folders and files do not transfer. - Project information only Document Dashboard should only show Active folders and Active Documents Document Dashboard should only show Active folders and Active Documents 3553 Project view description field improperly formatted Project view description field improperly formatted Values for the attribute Construction Manager is not transferred from Network to PDM Values for the attribute Construction Manager is not transferred from Network to PDM 3478 Plan holders typo on Plan Holders Tab On the Plan holders tab the label "Planholder View" is incorrect. Please match the rest of the product Plan holder. Reporting Improvements

7 3385 Web Access Report issues 1) Parameters do not work 2) AccessLog_AuditAction of 16 is displayed as "Unknown" it should display the text in the AccessLog_AuditMsg field 3) Consider converting to landscape Submittal Management Improvements 3531 Closed submittals should not be able to be opened again except by project administrator (Windows app) In the Windows app, in 3.2, a change was put in the limit the functionality that a user can do with a closed submittal. The submittal items that were closed prior to 3.2 should not allow this functionality either 3378 Submittal Notification - Ball In Court change does not pick up changes to the notification type When the ball in court is changed to another person, and the system automatically sends the notification, the project number will not populate PDM Submittal Cover Sheets contain improper labels for Reviewer. The Submittal cover sheet does not match the same naming convention that shows up for the submittals. Approver contact should be Reviewer contact on the cover sheet like it shows up on the actual submittal item Restructure Submittals throws error Restructure Submittals throws error when clicking menu item Restructure Submittals. See attachment Subscription Improvements 3619 Subscription Creation via drag/drop creates a last processed time equal to the subscription creation time, ca When a new subscription is created, the subscription last processed date time is set to the exact creation date time instead of at the top of the hour. This causes the first subscription notification to be processed one hour after the subscription was created in stead of at the top of the hour. The last processed date time should be set to the previous top of the hour when it is created, so the 3634 Subscriptions are throwing the Display Name is Required Subscriptions are throwing the Display Name is Required 3614 The subscription s are not being sent with the proper time zone reflected in the application The subscription s are not being sent with the proper time zone reflected in the application. In addition, the s received from subscriptions do not reflect the correct time zone. With the time zone not being correct, there are times when the s do not go out at all The Subscription scan interval algorithm can cause subscription notifications to be sent at apparently random <div> Hourly digest s are not being sent under all conditions. Customer is indicating that the subscription processor is not reliable</div> 3618 Subscription Event Date Time Field is still using old.net Time Zone Processing The routine that defines the subscription event date time field does not currently use the new Microsoft.Net Time Zone Processing. Although this does not appear to cause any problems, the routine should be changed to be consistent with the time zone processing routines.