Core

Timeline view for forms

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 importing blank cells in the excel file you have an option on how you prefer for this to be handled. That is to clear the values for the user field cells which are blank or to keep the existing value

Additional Files based on matching revision

We have introduced a new setting to control when you display the additional file of an update.

The options are

• To display the additional file against any revision
• Only display the additional file when the revisions match

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With the option set to Only when revisions match, the additional file is is shown when the revisions match in the additional files columns

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When the revisions for the other file format does not match the latest upload it will not be shown

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You can also set a primary file format so that this format is always shown on screen.

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Tenders

Add custom metadata to bidders

With this release you can add metadata to bidders so you can capture more data against the bidders on your database

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Contracts Administration

Budget - Configurable Columns

Support all columns in the Budget & Budget History to be configurable: 

• Show or Hide each Column
• Change the Name of the Column
• Change the Order of the Columns (within each category)
   

New Configuration is accessed by:

Configure > Document Types > BGT > Budget Settings

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Add optional new columns.

• Approved Budget Transfers
• Approved Budget Variations
• Each Forecast Form Type (Trade Reserve, Contingency etc)
• Previous Variance
• Variance to Previous

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Added a button to Approve the Budget to save the numbers into Previous Variance. (Restricted to Budget Module Admins)

Added Config Options:

Include Variation on Account in Approved Variations
Show Forecast Final Cost as Approved Budget Amount if there are no Commitments or Forecasts against a budget line yet.|