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
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.
You can view the timeline by Date, Week, Month or Year
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
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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- Show Forecast Final Cost as Approved Budget Amount if there are no Commitments or Forecasts against a budget line yet.|
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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"
- 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.
Control Sheets - Salaries & Wages - Allowances
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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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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)
- When enabled, it will allow the user to claim more than 100% for any claimable line item, including Contract Lines, and Variation Lines.
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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.
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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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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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- 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.
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