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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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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• 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 Added 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)

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Added Config Options:

• Include Variation on Account in Approved Variations - With this ticked it will include VOA in approved variations

• Show Forecast Final Cost as Approved Budget Amount if there are no Commitments or Forecasts against a budget line yet.|

Contracts Admin - Contract Variation - Allow progress to be claimed per line item

• Added a configuration option against Contract Variation forms: "Allow progress to be claimed per line item"

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• When selected, on the progress claim, it will show a hierarchy of all the variation line items.
• You will be able to enter progress against all child line items only.

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Control Sheets - Salaries & Wages - Allowances

Added a configuraiton section to define Allowances:

• Allowance Name
• Region
• Weekly Amount

When at least one allowance for Salaries or Wages is configured, add a configuration section for Allowance Rates.
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• Added a column to the Control Sheet which allows one or more Allowances to be selected per person.
• This is only shown if there is at least one non-retired allowance for that control sheet type.
• When an allowance is selected, the weekly rate calculation is updated for that person to include the selected allowance(s).

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Control Sheets - Change Contract & Budget Line for Forecasts

Enforced that the Contract is selected when creating Trade Reserves, Contingencies and Uncommitted Forecasts, and associate the new form to the budget line of the Contract.

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Contract Admin - Claims - Allow to claim more than 100% per line item

• Added a configuration option per Claim form type. (e.g. Enabled on Invoice, Disabled on Progress Claim)

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• When enabled, it will allow the user to claim more than 100% for any claimable line item, including Contract Lines, and Variation Lines.

Contract Admin - Toolbar - Status Action Buttons - Refresh applicable buttons when amount changes

• When creating or replying to a Contracts Admin form
  • Budget
  • Budget Transfer
  • Budget Variation
  • Budget Forecast
  • Contract
  • Contract Variation
  • Claim
• And when there are status action buttons applicable to the current form status (or first draft status when creating new), if these action buttons are based on the amount of the form being reviewed, each time the total amount of the form changes, the toolbar will refresh only show newly applicable buttons based on the new value of the form.

Contracts Admin - Control Sheet - Withdrawn Section

• Added a new section to the Control Sheet: Withdrawn
• This section will include any Withdrawn / Rejected (Status Closed with ZZ=true) Budget Forecasts Types (FOR, TRADE, CNTG) and Withdrawn Contract Variations.
• Working Forecast, Worst, Target, Best will show as $0 to not effect the forecast.
• The forcasting fields will be be read only so they cannot be changed from $0.

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Contracts Admin - Accept Variation Assessment

• Added new new toolbar item: Accept Assessment on Contract Variations
• This button will be shown when:

• • The Variation is Assessed and for a different amount to originally raised
  • Is Actioned to the Authors company
  • The current user is in the Authors company
  • Is not yet approved
  • Is not draft or withdrawn

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When clicking it:

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

Contracts Admin - Control Sheet Summary Enhancements