More efficiency. More flexibility. More time back in your day.

That’s the heart of what RIB CX 25.04 is all about. Designed to streamline your workflows and cut down on repetitive tasks, this release empowers users to work smarter, stay organised and keep projects moving seamlessly.

The rollout to customers begins from 9 April 2025— get ready to experience an even better version of CX!

Customisable Home Page

New Cross-Project Summary Widget for Home Page

Feature Overview

Previously, users managing tasks across multiple projects had to manually navigate between projects to track their pending notifications or hotlist items, making task management cumbersome and inefficient. This update introduces a new Cross-Project Summary widget for the home page, enabling users to quickly identify and manage their tasks from multiple projects in one centralised location.

https://www.loom.com/share/babb345f1e794e33ba7912e1f011e6d4

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Widget Functionality

• Users can add the Cross-Project Summary widget to their personalised home page layout.

• Displays a summary list of projects with outstanding Notifications or Hotlist items.

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Columns Displayed:

• Project Name (Code)

• User Code

• Notifications (clickable link)

• Hotlist (clickable link)

Link Behaviour:

• Clicking the numbers under Notifications or Hotlist opens the specific project in a new tab, directly at the relevant page.

Visibility & Interaction

• Only projects with at least one notification or hotlist item are displayed.

• Shows a clear message ("No projects with notifications or hotlist items") if there are no items to display.

• Pagination applies after 10 projects, enabling easy navigation through multiple pages.

• Users can sort the widget table by any displayed column.

• Users can the list filter by each header.

 

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• 1 Customisable Home Page
  • 1.1 New Cross-Project Summary Widget for Home Page
  • 1.2 New "Favourites" Menu for Quick Access to Key Items
  • 1.3 New Home Page Widget: Favourites
  • 1.4 Dashboard Widgets Now Available on User Home Pages
• 2 Publication Space
  • 2.1 Draft Distribution Management (Add/Remove Documents)
  • 2.2 Display Linked Document Revisions in DRI Register
  • 2.3 DRI Import and Logging Enhancements for Markup Revisions
  • 2.4 Addressing Layout Options for Transmittals (TX/DTX) in PS
  • 2.5 Dynamic Status Updates in DRI Reports
  • 2.6 Improved Comment Entry Experience on WTX (Workflow Transmittal) Pages
  • 2.7 Upload and Match Multiple Offline Markups at Once
  • 2.8 Workflow Preview Screen – Download Options for Markups
• 3 Smart Forms
  • 3.1 Form History - Comment and System Log Filtering for Forms
  • 3.2 Attachments - Filtering Attachments by Source in Forms
  • 3.3 Linked Forms - Managing Linked Forms with Toggles and Grid View
  • 3.4 Attachments User Interface - New Attachment Grid for Better File Management in Forms
  • 3.5 Calculation Field - Label-Only Display Option
  • 3.6 Automations - Status-Based Section Expansion in Multi-Section Forms
  • 3.7 Automations - Default Values in User Fields Now Trigger Form Logic on Create
  • 3.8 Text Fields - Setting Default Rich Text in Forms
  • 3.9 Forms – Audit Logs - Detailed Update Logs for Document Changes
  • 3.10 Dynamic Document Lists - Cascading Field Search Scope
• 4 Searching
  • 4.1 Automatic Addition of Search Criteria as Columns in Global Search Results
  • 4.2 Updated Contact Picker in Global and PS Search
• 5 Contracts Adminstration
  • 5.1 Searching - Claims - Expanded Columns for Improved Financial Visibility
  • 5.2 Searching - Contract Form - Expanded Columns for Enhanced Financial Management
  • 5.3 Searching - Linked Budget Searching
• 6 Import Utilities
  • 6.1 Form-Type Specific Excel Templates for Bulk Form Creation
  • 6.2 Excel Import - Optional List Validation in Excel Templates for Bulk Form Creation
  • 6.3 Flexible Import of User Field Values Using Codes or Descriptions
  • 6.4 Utilities - Excel Import - Auto-Applying Distribution Rules on Excel Form Imports
• 7 Tenders
  • 7.1 Bid Evaluation Report: Show Only Submitted Bids

New "Favourites" Menu for Quick Access to Key Items

Feature Overview

Users managing large-scale projects often had to manually navigate through complex menus or rely on external notes to access frequently used items like saved searches, forms, folders, and documents. This update introduces a new Favourites menu, making it easy to pin and quickly access key items—helping users work faster and stay organised throughout the day.

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New "Favourites" Menu Functionality

Quick Access Menu

• A new menu item named Favourites is now available under the Activities menu.

• Clicking on Favourites loads a page displaying frequently accessed items organised clearly for quick selection.

Grid Structure and Organisation

• The grid displays items grouped by type, sorted alphabetically (A-Z):

  • Saved Searches

  • Reports

  • Publication Space Folders

  • Documents

  • Forms

• Users can easily expand or collapse each group to simplify viewing.

• Items within each group are sorted alphabetically (A-Z) for quick identification.

Actions: Users can manage their favourites directly from this column:

• Remove: Quickly remove an item by clicking the star icon.

• Edit: For Saved Searches, an edit option appears if the user has edit permissions.

Accessing Favourites

• Clicking on a favourite item opens in a new tab.

Adding Items to Favourites

Users can quickly favourite items directly:

• Saved Searches: Click the star icon next to the saved search name.

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• Reports: Click the star icon next to the report name in the menu.

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• Folders (Publication Space):

  • Star icon appears when hovering over the folder row.

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• Documents (Publication Space)

  • Star icon appears when hovering over the folder row.

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• Forms:

  • The Star Icon appears on the toolbar or on hover in the hotlist/notification lists.

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New Home Page Widget: Favourites

Feature Overview

Along with the favourites menu item, this update introduces a new Favourites widget, providing instant visibility and access to frequently used Saved Searches, Reports, Folders, Documents, and Forms directly on the user’s customisable home page.

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Widget Availability and Description

• Users can now add a new widget named Favourites to their home page layout.

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Widget Structure and Display

Columns Displayed:

• Description: Clearly identifies each favourite item by:

  • Saved Search: Saved Search description

  • Report: Report name as listed in the menu

  • Publication Space Folder: Folder name

  • Document: Document Number - Title

  • Form: Reference - Title

• Type: Indicates the item type along with an associated icon:

Interactivity and Access

• Clicking on an item opens the favourite in a new browser tab.

Favourite Management from Widget

• When hovering over a favourite item, a filled star icon appears, indicating the item is a favourite.

• Clicking the star icon allows users to remove the item from favourites:

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Sorting, Filtering, and Pagination

• Default Sort: Items are sorted by creation date, with the most recently favourited items at the top.

• Supports manual sorting by users.

• Pagination displays a maximum of 10 favourites per page.

• Filtering options include:

  • Search by Description (contains search)

  • Type Filter (dropdown selection to filter by item type)

Dashboard Widgets Now Available on User Home Pages

Feature Overview

Dashboard widgets—such as Count, Graph, 2-D, and Label widgets—were only available within module dashboards. With this update, those same widgets can now be added directly to users' home pages, giving teams immediate visibility into key project metrics and making it easier to track progress without extra navigation.

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Home Page Dashboard Widgets

Dashboard widget Integration

• Added the new tab in the homepage that displays standard dashboard widgets you can add to your homepage.

• Users can now easily customise their home page by adding standard dashboard widgets

Supported Widgets

The following standard dashboard widgets are now supported directly on the home page:

• Count Widgets

• Graph Widgets

• 2-D Widgets

• Label Widgets

Publication Space

Draft Distribution Management (Add/Remove Documents)

Feature Overview

Previously, when saving distributions as drafts, users had limited options for adjusting the included documents. To change the selection, users had to discard the draft and begin again. This update gives users greater flexibility by allowing documents to be added or removed from existing drafts at any point before the final distribution, reducing duplication of effort.

Flexible Draft Editing Options

Adding Documents via Distribution Screen

• While performing a distribution, users can now seamlessly add additional documents to an existing draft:

  • Click on the "Add to Draft" option during distribution.

  • A modal window will appear, prompting the user to select an existing draft.

  • After selecting a draft and confirming, the updated draft modal immediately displays, reflecting the added documents.

  • Users receive a confirmation message at the bottom of the screen.

Adding Documents from the Basket

• Users can also conveniently add documents directly from the Basket:

  • Select documents from the Basket, and then click "Add to Draft" from the Tools dropdown.

  • A modal window allows users to select the draft to update.

  • Once confirmed, the draft modal refreshes, clearly showing the documents just added.

  • A clear confirmation message appears at the bottom of the interface.

Removing Documents from Drafts

• Documents can now be effortlessly removed from drafts:

  • Click the "X" icon beside any document within the draft modal to remove it before distribution.

Display Linked Document Revisions in DRI Register

Feature Overview

Currently, when users create a Design Review Issue (DRI) linked to a construction document or drawing revision, the linked revision information is not visible directly within the DRI register. Users must individually open each DRI to access this information. This update introduces a new column, Document Revision, in the DRI register to display the linked document revision directly, providing immediate access from the register.

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New Column: Document Revision

Column Functionality

• Column Name: "Document Revision"

• Displayed Information: Shows the linked document in the format DocNum(Revision), e.g., ABC123(Rev2).

• Clickable Link: Clicking the revision link opens the associated document directly in a new browser tab.

Visibility and Interaction

• Available in both:

  • Search Results

  • DRI Register View

• Column supports:

  • Sorting: Users can sort by the revision column.

  • Filtering (contains search): Allows quick searches within revisions.

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Search Criteria Enhancement

• Added as a standard search criterion on DRI forms.

• Supports searching based on document numbers, using familiar "reference column" syntax:

  • DRI#0001 DRI#0002

  • DRI#0001,DRI#0002

  • DRI#0001, DRI#0002

  • DRI#0001 ,DRI#0002

  • DRI#0001 , DRI#0002

DRI Import and Logging Enhancements for Markup Revisions

Feature Overview

Previously, when creating Design Review Issues (DRIs) on Markup Revisions (MU Revs), the system linked these DRIs to the original source document rather than the specific markup revision. This made it challenging for users to accurately track and manage DRIs associated with specific markup revisions. This update ensures consistent and accurate linking of DRIs directly to their associated MU Revisions—both via Excel imports and the web interface.

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Consistent DRI Linking to Markup Revisions (MU Revs)

Excel Import Enhancements

• Users can now import DRIs from Excel files and correctly link them directly to a specific Markup Revision (e.g., A-MU1), rather than defaulting to the original source document (A).

• Existing DRIs remain unaffected; only newly imported DRIs adhere to this updated linking logic.

Web Interface Updates

• When users log new DRIs from the web interface (via the log issue button) directly on a Markup Revision, these DRIs will now correctly link to the MU Rev (A-MU1), matching the Excel import behavior.

• This consistent behavior ensures clarity and accuracy in tracking DRIs across all user workflows.

Updating Existing DRIs via Import

• Users can also update existing DRIs to link them explicitly to specific MU Revisions using Excel import, providing greater flexibility and accuracy in maintaining project data.

Addressing Layout Options for Transmittals (TX/DTX) in PS

Feature Overview

Users managing Transmittals (TX/DTX) often faced limited control over how addressing information was displayed, making it harder to review or configure recipient details efficiently. This update introduces flexible addressing layout options within Transmittal settings, bringing the experience in line with what’s already available in Forms and giving users more clarity and control.

New Addressing Layout Configuration in Transmittal Settings

Customisable Addressing Fields

Users can now toggle the visibility of the following addressing fields:

• Name

• Company

• Address

• Business Number

• Email

• Mobile

This provides clear control over what recipient details are displayed in Transmittals.

Default Sort Order

Users can configure how recipients are sorted by default within Transmittals, choosing between:

• Sort by Company

• Sort by Name

Addressing Layout Visibility Settings

A new setting allows users to define when the addressing layout is shown in Transmittals:

• Always Show – Layout is consistently visible upon loading.

• On Demand (default) – Layout is shown only when explicitly selected.

Consistent Dynamic Display

• The configured addressing layout dynamically updates based on user preferences.

• These settings apply consistently across all Transmittals (TX/DTX), ensuring uniformity in user experience

Dynamic Status Updates in DRI Reports

Feature Overview

When users updated the status of a Design Review Issue (DRI), the change didn’t appear in the DRI Report until the page was refreshed or reloaded—disrupting the workflow. With this update, status changes are now reflected in real time within the report view, allowing users to stay focused and confident that the data they’re seeing is always up to date.

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Real-Time Status Update Functionality

Immediate Status Reflection

• Upon submitting a DRI status change, the corresponding status in the DRI Report now updates instantly without page refresh or additional user actions.

Error Handling

• If an error occurs during the status update (e.g., submission fails), users see a clear and informative error message.

• Errors do not disrupt or alter other information displayed on the DRI Report.

Consistent Browser Support

Dynamic status updates function seamlessly across all major browsers:

• Chrome

• Edge

• Firefox

Improved Comment Entry Experience on WTX (Workflow Transmittal) Pages

Feature Overview

Previously, reviewers adding comments on WTX pages were limited to a single-line text area, making it difficult to review longer comments without scrolling. This update introduces dynamic resizing of the comment window, providing reviewers with full visibility of their comments as they type.

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Auto Comment Window Adjustment

Automatic Height Adjustment

• The comment box now automatically expands vertically as reviewers type, displaying the full text of their comments without manual resizing.

Maximum Height Limit and Scrollbar

• To maintain clarity and usability, the comment window expands up to a predefined maximum height (approximately 5-10 lines).

• If the comment exceeds this maximum height, a vertical scrollbar appears within the comment area, ensuring continued easy navigation and visibility.

Upload and Match Multiple Offline Markups at Once

Feature Overview

Uploading offline markups one file at a time made the review process slow and repetitive—especially for large batches. This update allows users to upload multiple offline markup files at once, with the system automatically matching each file to its corresponding document, speeding up the workflow and reducing manual effort.

What’s New

Bulk Upload Support

• Users can now select multiple files in a single upload action from the Offline Markup upload screen.

• The system will attempt to automatically match each file to its corresponding document based on filename or other matching rules already in place.

Workflow Preview Screen – Download Options for Markups

Feature Overview

The WTX (Workflow Transmittal) preview screen has been updated to give users more flexibility when downloading documents. Instead of being limited to just the original file, you can now choose whether to download the original version, all historical markups, or only the latest markups. This brings the workflow preview experience in line with the standard document viewer across the platform.

Download Options Now Available

When you're viewing documents on the workflow preview screen (before entering review mode), you’ll see expanded download options:

These options are accessible via the arrow icon next to the Download button.

Smart Forms

Form History - Comment and System Log Filtering for Forms

Feature Overview

Previously, when reviewing forms, comments entered by users and system-generated transaction logs appeared mixed together. This made it difficult to quickly find relevant information. To solve this, new filter toggles have been added to let you easily choose between viewing user comments, system logs, or both.

How It Works

Switching Between Comments and System Logs

In the comments area, you'll see two filter toggles:

• Comments (default ON): Displays only user-entered comments, excluding any automated system logs.

• System Logs (default OFF): Displays only automated, transaction-type logs generated by the system.

Use these toggles individually or together to control exactly what information appears.

Showing Changes

Next to these toggles is a tickbox called "Show Changes":

• If both Comments and System Logs toggles are ON, ticking "Show Changes" highlights changes for all displayed items.

• If only the Comments toggle is ON, ticking "Show Changes" highlights changes only within user comments.

Viewing Details of Users (Viewers)

Ticking the "Viewers" checkbox displays details of users who viewed the currently visible items. This will match whatever you currently have displayed (comments, system logs, or both).

Remembering Your Preferences

The filters you choose are automatically remembered and applied whenever you view other forms, saving you from having to set them repeatedly.

Example Filter Combinations:

Attachments - Filtering Attachments by Source in Forms

Feature Overview

Forms in RIB CX often include attachments added at different stages and from various sources—during form creation, as part of a comment, or through a user field. Until now, all attachments were displayed together, making it difficult to distinguish where each one came from. This update introduces toggle controls in the attachments section, allowing users to filter and view attachments based on their origin.

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Attachment Source Filters

You can now toggle between three attachment types:

These toggles work in both thumbnail view and list view.

Toggle Combinations

Each toggle works independently. You can turn one, two, or all three ON or OFF, and the view will update accordingly.

Example Scenarios:

• Form ON only → Shows only form-based attachments

• Form + Inline ON → Shows both form attachments and comment attachments

• All three ON → Displays all attachments across the form

• All toggles OFF → No attachments will be shown until a toggle is enabled

Linked Forms - Managing Linked Forms with Toggles and Grid View

Feature Overview

When working with forms that have links to other forms—whether through associations, splits, or user fields—it can be difficult to see how each one is related. Previously, all linked forms were displayed together with no separation. This update introduces toggles and a grid layout in the Linked section, allowing you to filter and view linked forms based on how they were added.

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What’s New

Toggle Filters for Linked Forms

The Linked section now includes three toggles that let you control which linked forms are shown. You can turn each one on or off to adjust your view:

Updated Grid View

Linked forms are now displayed in a grid layout, making them easier to read, sort, and filter.

Key Features in the Grid:

• Sortable Columns: Click any column header to sort the list by that value.

• Search Filter: Use a contains search to quickly find linked forms.

• New Column – Associated/Split: Identifies whether the form was associated or split.

• Updated Action Column: Displays both the user’s name and user code for added clarity.

• Improved Layout: Column widths have been adjusted for better viewing, especially in the User Fields view.

Toggle Examples

You can turn toggles on in any combination:

• Associated / Split ON only → Shows only associated or split forms

• User Fields ON only → Shows only forms linked via user fields

• Both toggles ON → Shows all linked forms

• Both toggles OFF → Hides all linked forms (empty view)

Attachments User Interface - New Attachment Grid for Better File Management in Forms

Feature Overview

Managing a large number of attachments within forms has been challenging, especially when needing to sort, filter, or perform bulk actions. This update replaces the existing attachments list with a powerful grid view that gives users more control and visibility when reviewing or organising files.

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What’s New in the Attachments Section

Grid-Based Layout

The attachments list has been upgraded to a grid layout using a Kendo Grid. This provides familiar spreadsheet-style controls and a more flexible way to manage files.

Key Features:

Bulk Actions and File Tools

Individual Actions

• Each attachment row includes a Download icon so users can download files one at a time.

Bulk Selection and Actions

• Use checkboxes to select multiple attachments.

• Perform bulk downloads or deletions using buttons that appear below the grid once selections are made.

• When attachments are deleted:

  • A history entry is automatically added to the form.

  • The attachments are immediately removed from the view and from their associated field or comment.

Calculation Field - Label-Only Display Option

Feature Overview

When using calculation fields in, users often want to show a simplified result—such as a risk label ("High - 7")—without additional prefixes or numerical values (e.g., "8: High - 7"). This update introduces a Label-Only Display toggle to streamline how calculation results appear.

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What’s New

Label-Only Display Option

• A new "Label-Only Display" Option is available under Conditional Formatting for Calculation user fields in the Modern Forms Editor.

• When this toggle is enabled, only the label defined in the field configuration will be shown (e.g., "High - 7"), without any numeric result or automatic prefix.

• This helps simplify how calculated results appear to end users—especially in audit or compliance-style forms where clarity is key.

Automations - Status-Based Section Expansion in Multi-Section Forms

Feature Overview

Long forms that span multiple process stages can be overwhelming when all sections are displayed at once. This update introduces status-based section expansion, helping users focus on what’s relevant at each stage—while still allowing them to access earlier sections if needed.

Now, form builders can configure each section to behave differently depending on the form’s status. This improves readability, reduces visual clutter, and speeds up completion.

New Section Style Options

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When configuring a Form Section in the Modern Forms Editor, you’ll see new options under Section Style:

How “Expanded with Status” Works

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When this option is selected:

1. A window pops up allowing you to select the form statuses where this section should be auto-expanded.

2. Once saved, those selections appear in the editor along with a button to edit them later.

3. If the current form status doesn’t match, the section will be collapsed—but still accessible to the user.

Combined Logic: Status + User Field Conditions

When rendering the form:

• The system checks if a section meets the User Field condition (if one is configured).

• It then checks if the current form status matches the one linked to the expansion logic.

This applies both when:

• Creating a new form

• Responding to an existing form

Automations - Default Values in User Fields Now Trigger Form Logic on Create

Feature Overview

User fields in forms often have default values configured to pre-fill information or guide users through a workflow. However, those default values did not previously trigger any related form logic—such as calculations, section visibility, or field conditions—until the user interacted with the field.

This update ensures that default values now automatically trigger all associated logic when a form is created, improving accuracy and making form behaviour more predictable from the start.

What’s New

When a form is created and user fields have default values:

✅ The system will now automatically evaluate and trigger:

• Conditional logic for show/hide (sections or fields)

• Calculated fields

• Any user field–based triggers

• Logic in repeating lists (user fields inside lists)

Text Fields - Setting Default Rich Text in Forms

Feature Overview

Rich text fields are often used to provide formatted instructions, templates, or guidance directly inside a form. However, until now, there was no way to pre-fill these fields with formatted default content. This update introduces a new "Edit Default Text" option, allowing form designers to define rich, styled default text using a built-in editor.

What’s New

Default Text for Rich Text Fields

For any field configured as Rich Text (i.e. with a height greater than 1 line), you can now:

• Add formatted default content using a rich text editor

• Provide clear, styled guidance that remains visible until the end user edits it

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How It Works

1. Previewing Default Text

• When default text is set for a rich text field, a greyed-out preview line appears in the field before any user input is made.

• Once the user clicks or starts typing in the field, this default content is replaced or edited.

2. Editing Default Text

• A new "Edit Default Text" button appears next to rich text fields in the Modern Forms Editor.

• Clicking this opens a modal window with a full rich text editor.

3. Rich Text Editor Features

Within the editor, you can use:

• Bold, italics, underline

• Headings and paragraph styles

• Bullet and numbered lists

• Hyperlinks

• Basic layout formatting (e.g., line breaks, spacing)

Forms – Audit Logs - Detailed Update Logs for Document Changes

Previously, all document updates were logged under a generic "Document Updated" entry, making it difficult to track specific changes. This update replaces that with a detailed log entry, explicitly reflecting the nature of modifications.

New Logging Behaviour

Detailed Update Descriptions

• Log entries will now display specific update details rather than a generic message.

• The system will detect and combine multiple update types in a single log entry.

How Updates Will Appear in the Log

Single Update Cases

• "Updates: Added User(s)" → Users were added to the document.

• "Updates: Fields Changed" → User fields were modified.

• "Updates: Status Changed" → The document status was changed.

Two-Update Combinations

• "Updates: Added User(s), Fields Changed" → Users were added, and user fields were modified.

• "Updates: Added User(s), Status Changed" → Users were added, and the document status was changed.

• "Updates: Fields Changed, Status Changed" → User fields were modified, and the document status was changed.

Three-Update Combination

• "Updates: Added User(s), Fields Changed, Status Changed" → Users were added, user fields were modified, and the document status was changed in a single update.

Dynamic Document Lists - Cascading Field Search Scope

Feature Overview

When working with cascading fields in dynamic document lists, users often need to choose whether they want to search only at a selected level or include all sub-levels. Previously, this required manually selecting every sub-item in the hierarchy, which was especially frustrating for large structures like WBS (Work Breakdown Structure). This update introduces a search scope setting, giving users control over how cascading values are applied when filtering documents.

What’s New

Toggle for Search Scope

• A new setting called Search Scope for Casc Fields is now available in the Dynamic Document List user field settings.

• This setting is available per cascading field and allows form designers to control how selections behave during searches.

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Search Scope Options

For each configured cascading field, you will see two radio buttons:

How to Configure

1. Go to the Dynamic Document List field settings.

2. Toggle on the Show Advanced option

3. For each cascading field, select one of the following:

   • Parent Only

   • Parent and Sub Items

4. Save the form configuration.

Example Scenarios

Scenario 1: Selection = /Z1

Scenario 2: Selection = /Z1/F1

Searching

Automatic Addition of Search Criteria as Columns in Global Search Results

Feature Overview

Previously, when users performed searches using criteria not included in their default result layout, they needed to manually adjust the layout after running the search. This update automatically adds any selected search criteria as columns in the global search results, significantly streamlining the search experience.

Automatic Column Inclusion in Search Results

How It Works

• Before executing a search, the system automatically detects criteria selected by the user.

• Selected search criteria not already in the result layout are automatically added as columns to the results layout, ensuring relevant details are immediately visible without further manual adjustments.

Specific Column Handling

• Selectable User Fields:
  Adds the descriptive name (not the code) of the user field to the results layout.

• Cascading Fields:
  Adds the full description of cascading fields to provide comprehensive context.

Update Layout Prompt

• After the automatic addition of new columns, users are shown the "Update Layout" prompt, allowing quick saving of the modified layout for future searches.

Multiple Field Support

• The functionality supports automatic addition of one or more fields simultaneously, accommodating complex search scenarios effortlessly.

Updated Contact Picker in Global and PS Search

Feature Overview

When using Global or PS Search to filter by contacts, it can be difficult to find the right users—especially in projects with large contact lists. To improve usability, the contact picker has been redesigned with categorised tabs and a quick filter input, allowing users to quickly narrow down and select the contacts they need.

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What’s New

Contact Picker Tabs

The contact picker now includes tabs for filtering by contact type:

Filter Input Box

• A search filter input has been added below the tabs and above the contact list.

• This allows users to quickly search within the selected tab, helping them find the right contact more easily.

Contracts Adminstration

Searching - Claims - Expanded Columns for Improved Financial Visibility

Feature Overview

Claims now support a broader range of financial columns, giving users clearer visibility into claim data directly within search results. This update adds key financial fields—such as Net This Claim, Manual Retention, and Net Schedule—to both the search criteria and column layout. These columns are fully supported in search layouts and in form registers, making it easier to review, filter, and report on detailed claim breakdowns.

New and Updated Columns for Claims

We've introduced additional columns to complement existing data, giving users a clearer financial breakdown of Claim forms:

Newly Added Columns:

• Net This Claim:
  Shows the claim amount after retention (e.g., $41,500.00).

• Manual Retention:
  Displays any manually specified retention amounts (e.g., $1,000.00).

• Net Schedule:
  Indicates the scheduled amount after retentions (e.g., $33,400.00).

Existing Columns (Renamed/Clarified):

• This Claim (formerly "Exists"):
  Current claim amount before retentions (e.g., $45,000.00).

• Schedule:
  Scheduled total amount (e.g., $36,000.00).

• Schedule Retention:
  Automatically calculated retention from the schedule (e.g., $3,600.00).

These columns are available in search and regsister layouts

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And in Search Criteria

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Example Scenario

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This example illustrates clearly how each column represents specific financial values related to claims.

Searching - Contract Form - Expanded Columns for Enhanced Financial Management

Feature Overview

The columns available for managing Contracts have been expanded to include detailed retention and completion-related fields. This update adds several essential columns, giving users greater visibility into retention settings, completion progress, and financial tracking—making contract oversight more transparent and easier to report on.

These columns are available in

• Search criteria

• Search layout

• Register layout

Newly Added Contract Columns

Users can now select and display the following columns in Contracts via the column picker:

Enhanced Filtering and Searching Capabilities

Each new column supports robust filtering and searching capabilities:

• Retention:
  Select-style filter (e.g., "Does not contain", "Any of these").

• Bank Guarantee Amount, Practical Completion Release %, Final Completion Achieved %, Retention Per Claim, To Max % of Contract Total:
  Financial or percentage-based filters similar to existing forecast filters (e.g., Previous Forecast).

• Date Fields (Practical Completion Release, Final Completion Achieved):
  Full date-comparison filtering options, such as "Before," "After," "On," "Not On," etc.

• Release Retention:
  Simple Yes/No selection with select-style filtering.

Searching - Linked Budget Searching

Feature Overview

Previously, cost controllers managing budgets using Linked Budgets (Complex Commitments) had limited visibility into the actual linked budget details from search results or UI. Users were required to open each individual record manually, significantly affecting efficiency. This update introduces enhanced search criteria and UI visibility for actual linked budget details, streamlining budget management.

Enhanced Linked Budget Search Functionality

New "Linked Budget" Search Criteria:

• A new Linked Budget search field has been added to the search criteria.

• Users can enter keywords (e.g., LBGT#0001) directly into a simple textbox to search.

• The search criteria translates this keyword into budget line item IDs internally, returning all relevant records linked to those budget line IDs.

New "Linked Budget" in Search and Register Layout:

• Linked budget column available in search layout and registers that displays the linked budget (note it does not display the linked budget line item)

New Reference-Based Search Syntax

Users can now search linked budget items using familiar reference-based syntax. The supported syntax includes:

• Single or multiple linked budgets:

  • LBGT#0001

  • LBGT#0001 or LBGT#0002

• Specific budget line items:

  • LBGT#0001: 001.002.003

  • LBGT#0001: 001.002 or LBGT#0001: 001.003

  • LBGT#0001: 001.002, LBGT#0001: 001.003

  • LBGT#0002 or LBGT#0003: 001.002

How It Works

• User input in the search box is translated into specific budgetLineItemIds internally.

Supported Form Types

This functionality covers the following form types:

• CTR (Contracts)

• VAR (Variations)

• FOR (Forecasts)

• BVR (Budget Variance Reports)

• CLM (Claims)

Example Search Scenarios

Import Utilities

Form-Type Specific Excel Templates for Bulk Form Creation

Feature Overview

Project teams have long used Excel templates to create forms in bulk, but these templates previously lacked alignment with specific form types and their associated metadata. Users had to manually gather information about user fields, leading to errors and time-consuming rework.

This update introduces the ability to download form type–specific templates, with tabs that include user field codes, descriptions, and selectable metadata options.

What’s New

Form Type Selector for Template Downloads

• A form type dropdown has been added to the bulk form creation screen.

• Users can now select the form type they want to work with before downloading the template.

Open

Form-Type Specific Excel Template

Once a form type is selected, the downloaded template includes:

Open

Excel Import - Optional List Validation in Excel Templates for Bulk Form Creation

Feature Overview

When downloading Excel templates for bulk form creation, users can now choose to include optional list validation. This feature adds built-in dropdowns in the Excel template for select-type and cascading user fields, helping users select valid values without needing to reference metadata tabs manually.

This enhancement applies to:

• Corro imports

• DRI imports

Open

What’s New

Optional List Validation Checkbox

• A checkbox option has been added during the Excel template download flow.

• When selected, the downloaded template will include list validation on fields that support it (e.g., dropdowns, cascading fields).

• When not selected, the template will download in its standard format—without validation, but still with metadata tabs for reference.

Open

How List Validation Works

• Fields like Discipline, Location, or other dropdown-style user fields will include a validation dropdown in each applicable cell in the Excel file.

• These dropdowns are powered by named ranges and reference values stored on the corresponding metadata tabs.

• This helps reduce typing errors and ensures the correct values are used.

Flexible Import of User Field Values Using Codes or Descriptions

Feature Overview

Previously, user field (UF) data could only be imported using option codes, which often required manual mapping and introduced errors—especially when codes were unclear or unavailable to the person preparing the import file. This update allows users to import UF data using either the option code or the option description, providing more flexibility and a smoother bulk import experience.

What’s New

Code or Description Support

• You can now import user field values using:

  • The option code

  • The option description

  • This feature works for all supported user field types with predefined options (e.g., dropdowns, select lists, cascading fields).

Handling Duplicate Descriptions

When importing user field data using descriptions, the system will not show a validation warning during preview if two options share the same description. Instead, the system will:

1. Automatically match to the first entry in the list with that description.

2. Populate the field using that option's code and description.

3. Retain this value throughout the form’s lifecycle—even when the form is reopened or responded to.

Example

If the Excel file contains:

What happens:

• No validation message is shown during preview.

• System matches the first valid entry → VENT: Ventilation System

• The form saves and retains this value.

Utilities - Excel Import - Auto-Applying Distribution Rules on Excel Form Imports

Feature Overview

Previously, when importing forms via Excel, any configured distribution rules for the form type were not automatically applied, which risked missing or incorrect user assignments. This update ensures that distribution rules are automatically triggered during the import process, bringing consistency and aligning with project workflows.

What’s New

Automatic Distribution Rule Application

• When importing forms via Excel, if the selected form type has an active distribution rule, the rule is automatically applied to each imported form.

• This means users set up in the rule (Action, Info users) will be added to the form even if not specified in the Excel file.

Open

Handling Conflicts

User Mismatch Warning

If the Excel file also specifies users (e.g. in To, CC, or Action columns), and these differ from the users defined in the distribution rule:

• A warning appears in the validation results table:

  “This form type has a distribution rule, which may add different users to the form”

• The import will not be blocked—the form will still be created successfully.

• The final user list on the form will reflect the result of both the Excel input and the rule logic.

Tenders

Bid Evaluation Report: Show Only Submitted Bids

Feature Overview

The bid evaluation report previously included all invited bidders, even if they hadn’t submitted a bid. This cluttered the report and made it harder to focus on meaningful responses. With this update, the report now only displays bidders who have submitted a bid, resulting in a cleaner and more relevant view.

Open

What’s New

Submitted Bids Only

• The Bid Evaluation Report now includes only bidders who have submitted an actual bid.

• Bidders who were invited but did not submit anything are excluded by default.

Open

Applies to Exported Reports Too

• When the report is exported to Excel, only submitted bidders are included in the export—matching what’s shown on screen.