Release 5.22
We've been busy the past couple of weeks on a number of productivity enhancements. Copying jobs using the Deep Copy option has become more flexible. Job scopes also got a lot of love in this release including bulk setting of dates on job scopes, restricting job item types on job scopes, and cost center support for materials and expenses.
What’s New
Added notes support to catalog forms
A `notes` field was added to catalog forms (materials and expenses).
Being distinct from the description field, you can make notes about things such as availability, compatible parts, usage recommendations, etc.
When viewing catalog lists, a note icon appears for items with notes. Hovering over the icon will show the note in a tooltip.
Added "My Jobs" and "My RFP Jobs" links to the "My Active Jobs" block
New links to "My Jobs" and "My RFP Jobs" on the "My Active Jobs" block on the main page will let you view jobs that you are assigned to.
The job lists were always present, but this makes it quicker to get there.
Added deep copy options for copying jobs
When copying a job, rather than a single option to deep copy everything, you can choose to deep copy:
scopes and tasks
expenses
materials
By default, all options are selected.
When job scopes are copied:
The start date of the new job is used to set the estimated start dates of the new scopes.
Source job scopes that had estimated start dates set before the job start date are automatically adjusted to the new start date or are cleared if no job start date was given.
Invalid related scopes are checked for validity
Added cost center support for job materials and expenses
We've introduced cost center fields for job materials and expenses.
Cost centers can be set independently of the item's assigned job scope.
No reporting is done as yet.
Added bulk job scope date handling
Added a new form section on job scope list forms for setting scope start, duration, and end dates to the selected job scopes.
From the Scopes tab
Select all applicable scopes using the Hold column.
Click on “Set Scope Start and Duration” at the bottom of the page to open the form options.
Choose a date or use the Job Start Date, click on the check box labelled as such.
Your date will be validated to make sure it is not before the Job Start Date.
Adjust the days duration if desired.
Click save to apply the dates.
Allowed job item types for job scopes
Added support for managing allowed item types specific to job scopes.
Job scopes can be restricted to contain any combination of labor, materials, and expenses. All existing job scopes are not restricted to any specific item type, but can be modified as shown below.
Forms allowing job scope selection will present only those scopes that are related to the selection:
time sheets will only show scopes that allow labor.
materials and expenses will only show scopes that allow their respective types.
Added a new form section on job scope list forms for setting allowed items types to the selected job scopes.
From the Scopes Tab
Select all applicable scopes using the Hold column.
Click on “Set Allowed Item Types to Checked Scopes” near the bottom of the form to open the form options.
Select the applicable allowed Job Item Types. Selecting nothing will not make any changes.
Click save to apply the selection.
Note: Any existing setting are overwritten using bulk settings. If a scope is currently set to allow Labor, selecting the Materials and Expenses options will turn off Labor and only allow Materials and Expenses.
The Job Scope Edit form allows selecting item types. In this case, selecting nothing has the effect of allowing all item types.
Fixes and Improvements
Handle division by zero on job items with 0 cost
Job materials and expenses are now correctly checked for empty costs.
The tooltip message on the calculated markup percent in the MSR / ESR lists reflect the reason for not being able to calculate.
Code cleanup and Refactoring
Multiple forms have been refactored for performance and ease of maintenance.
