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The third and final major iTWO cx update for 2021 introduces a range of user experience and functionality benefits that are sure to please users.

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With this release, we are introducing a new way to view forms within iTWO cx. Teams can use the timeline view to plot their tasks chronologically — giving you a single place to see scope and deadlines while having the ability to make changes when things come up along the way.

The timeline view is a view to visualise the same information of your forms as a timeline.

Get started with the timeline view

When you are on a form register click on the Views button in the toolbar. Then select the Timeline option

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This will swap your list of forms to the timeline view and use the Issued Date and Due Date of each of the forms to display it over a timeline.

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You can view the timeline by Date, Week, Month or Year

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Saving a Timeline view

You can save a timeline as a report you can you access any time from the menu. To save the timeline as a menu item click on the Save button

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Provide a name for the timeline view, and set who can view and edit the timeline and select a folder for where you wish to see it in the menu. Then click save

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When clicking it:

• It will send the varition variation back to the previous action user.
• Set the status back to the previous status.
• Copy all the assessed values into the variation columns.

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Control Sheet Summary Enhancements

Separated the Summary into:

Budget (only shown when not linked budget mode)

• Show Budget Transfers and Variations Separately

Commitments

• Original Contract Sum
• Approved Variations
• Revised Contract Sum
   

Forecasts

• Configure which Forecast form type rows display.
• Added Previous Forecast Column
• Added Variance to Previous Forecast Column

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Additional changes

• Net Gain / Loss (only shown when not linked budget mode)
• Add a Variation Status column, which can be optionally enabled.
  • Include allowing the column to be filtered
• Dynamically updating the Summary based on the selected filters.
• Added a config option: Show Cost Code Columns in Summary?
  • Checked: include the per cost code breakout columns (previous)
  • Unchecked: don't show these columns. (new)
• Capture the previous budget numbers on control sheet approval for comparison to previous / variance.

Control Sheets - Contractors - Approval History

• Added the Summary section to the Control Sheet Excel as a new tab in Excel.
• When clicking Approve, store an Excel copy of the Control Sheet.
• Add a section to show who Approved the Control Sheet and when, and with a link to download the saved Excel snapshot.

Control Sheets - Claim History Columns Configuration

• Added ability to configure which columns are configurable
• Added ability to configure the column names 

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Claims - Include Uncapped Sor In Retention

• Added a configuration option: Include Uncapped / Hidden SoR rows in Retention Calculation
• When selected calculation of the total value of the contract will include retention for these rows.
• When selected the calculation of the mount of retention will include these rows.

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Contracts Admin - Project Profit Plan - Revenue Calculation to exclude Submitted Variations

Removed submitted variations from the revenue calculations on the project profit plan.

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