CenterStone. Release Notes. Manhattan Software Inc. World Leading Real Estate, Asset & Facilities Management Software. Version 4.

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1 Release Notes Version 4.31 SP1 Date December 2014 Manhattan Software Inc. World Leading Real Estate, Asset & Facilities Management Software The information contained herein is the property of Manhattan Software, a Trimble company and may not be copied, used or disclosed in whole or in part except with the prior written permission of Manhattan Software.

2 Table of Contents i TABLE OF CONTENTS CenterStone 4.31 SP1 Introduction... 1 New Features... 2 Improved Reports User Interface... 2 Space Assignment Survey... 2 General Enhancements... 3 Import Process Failed Records File... 3 Receive Report in Save Report to a Location... 4 New Multi-Select Control For Custom Searches... 5 Search for Null Values... 8 MAC Non-HR Moves... 9 Floor Polyline Audit Tracking New HR Fields for Space Console and Custom Search Print Selected Areas on a Floor Plan New Building Fields for Custom Searches Site UDAs in Custom Searches Building UDAs in Custom Searches Floor UDAs in Custom Searches Changes Page Breaks Between Columns PDF Issue Headers Included in Report Exports to Excel Data Export Option for Head Count... 17

3 Table of Contents ii FIGURES AND TABLES Figure 1: Report Explorer... 2 Figure 2: Import Options... 3 Figure 3: Import in Background... 4 Figure 4: Import Now with Error Report... 4 Figure 5: Custom Search Criteria changes... 5 Figure 6: Custom Search Criteria changes... 5 Figure 7: Using Multi-select... 6 Figure 8: Multi-select dialog box main application... 7 Figure 9: Multi-select dialog box MAC... 7 Figure 10: HR Required... 9 Figure 11: Floor Console Figure 12: Legend Properties Dialog Box Figure 13: Polyline Tracking Information Figure 14: Polyline Tracking Search Filters Figure 15: Search Results Figure 16: Polyline Tracking Report Figure 17: Print Floor Plan Drawing Figure 18: Site UDAs in Custom Searches Figure 19: Building UDAs in Custom Searches Figure 20: Floor UDAs in Custom Searches... 16

4 1 CENTERSTONE 4.31 SP1 INTRODUCTION Manhattan Software Inc. is pleased to introduce additional new functionality and product enhancements for users with the release of CenterStone 4.31 SP1. This Release Notes document includes: New Features General Enhancements Changes NOTE: Beginning with the CenterStone 4.31 release, users must have Java 1.6 or higher.

5 NEW FEATURES Improved Reports User Interface CenterStone 2 The Report Explorer user interface has been streamlined and improved to simplify the overall reporting process. NOTE: Please refer to the CenterStone Reports User Guide for more information. Figure 1: Report Explorer screen NOTE: Nested reports have been removed from the report explorer and you will no longer be able to run previously created nested reports. As an alternative, you can utilize User Defined Classifications (UDCs) instead of nested reports to get data from multiple report classifications. Space Assignment Survey A new Space Survey tool has been created to allow organizations to request input from various department leaders/managers regarding the status of office space under their control. This information is typically manually collected in the form of s or a spreadsheet and often requires double entry of the same data from one source to another. The Space Survey tool automates the process of prompting users for feedback regarding the status of spaces under their ownership. NOTE: Please refer to the CenterStone Space Survey User Guide for more information.

6 GENERAL ENHANCEMENTS Import Process Failed Records File CenterStone 3 You can now determine if an import results text file of failed records will be ed to you or saved to a specified location if an import fails. The text file lists all the import columns plus an additional column with the import error message. Only those records that failed the import are included in the text file. For example, assume you import a file with the following information: 1234 John Smith Manager 9575 Jones Technical Manager 6789 Jane Doe Associate The second record would fail the import and the import results text file with the following information would be generated: 9575 Jones Technical Manager Update failed: First name is required On the Import HumanResources screen, click the Options button. Navigation: HR tab Record menu Import Browse and select file to import OK Figure 2: Import Options

7 Receive Report in CenterStone 4 You will need to run imports in the background so that the text file of results can be sent via as an attachment. Select Import in Background and specify the address and specify the address to which the text file will be sent. The file is sent as an attachment to the and the file name will be the Import Type name with the date and time appended (e.g., HumanResource_Failed_Records_ ). Figure 3: Import in Background Save Report to a Location Select Import Now with Error Report, enter a location to which to save the text file with the failed records. The filename will be defaulted to contain the Import Type name as well as appending the date and time. If there are any failed records after the import completes, the failed records will be written to the indicated location with the file name entered by the user. If there are no failed records in the import, t file will still be generated but will be blank. Figure 4: Import Now with Error Report NOTE: The admin setting import_save_error_txt must be turned on for the text file to be created for failed imports. If this admin setting is not on, the Location field above will be grayed out. Please contact Client Services to turn this setting on. The same functionality applies when executing offline imports via the EC1XML tool kit (assuming the admin setting is on).

8 New Multi-Select Control For Custom Searches CenterStone 5 You can now select multiple values within one search filter. Existing custom searches will not be affected by this change and work as they do today. You will need to either edit your existing searches or create new searches to use the multi-select functionality. Custom Search filters will now support the following control types: Drop Down Free Flow Text Multi-select NOTE: Multi-select will only available for fields that currently support drop-downs. Multi-select will not be available for fields that only support Free Flow Text. Figure 5: Custom Search Criteria changes Figure 6: Custom Search Criteria changes

9 6 Once a custom search has been created with the multi-select control type, you can press the multiselect button on the search screen. Figure 7: Using Multi-select

10 The Multi-select dialog box displays to allow you select multiple values. Figure 8: Multi-select dialog box main application CenterStone 7 Figure 9: Multi-select dialog box MAC

11 Search for Null Values CenterStone 8 You now have the ability to search for NULL (i.e., blank) values on all filter fields within a Custom Search. This applies to all operators ("equals", "not equal to", "begins with", "ends with", "contains") and all data types (alphanumeric, dates, numeric). This allows you to verify errors and omissions when importing or manually entering updates to the database without having to export to Excel or Access to find the NULL values. To search for a NULL value, simply enter [NULL] (including the brackets) in the desired filter field. NOTE: When searching on numeric fields (integer or decimal), values of 0 or 0.0 are considered null and included in a [NULL] search. Input Integer Field: Equals 0 Equals [NULL] Results Will display all null and 0 values Will display all null and 0 values Decimal Field: Equals 0.0 Equals [NULL] Will display all null and 0.0 values Will display all null and 0.0 values

12 9 MAC Non-HR Moves You can now designate a move request as a non-hr move type. Figure 10: HR Required By default all Move Request/Order Item Types will be checked as HR Required. You now have the ability to override this selection and to not require an HR if desired. The system will automatically detect when the Move Request/Order Item Type selected does not require an HR. In that scenario, you will have the ability to click on the search icon next to the From Location and manually select an existing location. Optionally, you have the ability to manually enter a From Location.

13 Floor Polyline Audit Tracking CenterStone 10 You can now view audit information regarding when polyline changes were last made to a Floor and who made those changes. This information displays in an easy-to read audit stamp format on the Floor Console and in the drawing legend. Figure 11: Floor Console To view polyline audit tracking in the legend, you must select the Polygon Last Mod Date and Polygon Last Mod User checkboxes of the Legend Properties dialog box.

14 11 Figure 12: Legend Properties Dialog Box The Polyline Tracking information will then appear in the legend of the floor plan. Figure 13: Polyline Tracking Information Additionally, the Polyline Last User Modified By and Polyline Last Modified Date fields have been added to the Filter and Result fields within the Floor Custom Search Console. Figure 14: Polyline Tracking Search Filters

15 12 Figure 15: Search Results And lastly, the Polyline Last User Modified By and Polyline Last Modified Date fields have been added to reports: Figure 16: Polyline Tracking Report New HR Fields for Space Console and Custom Search You can now add the following HR fields for the space console or custom search: Employee Number Employee Type Employee Last Name Employee First Name Employee Middle Name Print Selected Areas on a Floor Plan You can now select a single Space, Zone, or Measured Area on a floor plan and print that polygon. The polygon will be centered on the printed page. In addition, you can select multiple Spaces, Zones, or Measured Areas and print those selected areas. The selected polygons each print on a separate sheet of paper, centered on the page. Simply select the desired areas on the floor plan (the polygons will have a red border), and then select Selected Area(s) and Fit Selected Sheet on the Print dialog box.

16 13 Figure 17: Print Floor Plan Drawing NOTE: This new functionality is also available when the Destination is set to Print to PDF File, however it is not available when Print to Image File is selected. New Building Fields for Custom Searches The following Buildings fields are available to use for Floor, Space, Zone, Measured Area, Move, Business Unit, and Human Resource custom searches. Field Name Filter Field Type Result Field Type Building Code Free Flow Text Text Building Type Free Flow Text, Drop Down and Multi-select Text Complex Name Free Flow Text Text Building Manager Free Flow Text Text Building Owner Free Flow Text Text Site UDAs in Custom Searches Site UDAs are available in the Building, Floor, Space, Measured Area and Zone custom searches. To help distinguish the Site UDAs from other UDAs in the search, all Site UDAs will be prefixed with UDA-Site-.

17 14 Figure 18: Site UDAs in Custom Searches Building UDAs in Custom Searches Building UDAs are available in the Floor, Space, Measured Area and Zone custom searches. To help distinguish the Building UDAs from other UDAs in the search, all Building UDAs will be prefixed with UDA-Building-.

18 15 Figure 19: Building UDAs in Custom Searches

19 Floor UDAs in Custom Searches CenterStone 16 Floor UDAs are available in the Space, Measured Area and Zone custom searches. To help distinguish the Floor UDAs from other UDAs in the search, all Floor UDAs will be prefixed with UDA-Floor-. Figure 20: Floor UDAs in Custom Searches

20 CHANGES Page Breaks Between Columns PDF Issue CenterStone 17 For the output formats Excel, CSV, and DHTML, page breaks between columns have been removed since they do not really make sense in those output formats. When PDF is the selected output, the suggested solution is to use the Excel format option and do your PDF printing from within Excel. Alternatively, there is a feature in PDF files that mitigates the problem. When you have the PDF file open after generating the report, you can use the Overlap feature in Adobe Reader. Select File -> Print -> Poster -> Overlap. For example, using an overlap of one inch which will show the entire column content on a printed page. NOTE: There is no similarity in the UDA names/labels between CenterStone and Manhattan Space. The naming convention in the CenterStone system is to spell out names like Building, Floor, and Site. The naming convention in Manhattan Space uses abbreviations/acronyms (such as BLD for Building, FLR for Floor, and SIT for site). This is due to the 22-character column limitations in the Manhattan Space Oracle database. Headers Included in Report Exports to Excel When exporting reports to Excel, the column headers are now included. Data Export Option for Head Count The Data Export option is now available in reports when the Actual Head Count or Planned Head Count columns are selected in conjunction with the Select Summary Columns option.