March 6 – 4.37.1

This release includes improvements to multi-currency cost management, enhanced material database organization, and new features for estimate customization. Additionally, we’ve added functionality to streamline change order creation and improve user management.

Budget

Go to row navigation in estimates and budget codes

A “Go to row” search input now appears in the top-left of the budget codes view.

Client Contracts

Carry name and pricing between change order creation dialogs

The name typed in the change order form is now automatically pre-filled when opening the “Add new change order” or “Add new line-item” dialog.

Costs

Show invoice currency and exchange rate in cost lists

In cost lists, invoices with a different currency now show both the converted amount in the project’s currency and the original invoice amount in its own currency.

Edit Exchange Rate from Portfolio Costs View

Company project admins can now update the exchange rate of any foreign-currency cost directly from the portfolio costs list.

Estimates

Track and display contingency at article and resource levels

The system now tracks and displays contingency at both the material and article levels.

Add company setting to enable contingency tracking

Added a company-level setting that allows administrators to enable or disable contingency tracking on their account.

Add contingency column option to estimate exports

Users can now control whether the contingency column appears in PDF and Excel exports through a new checkbox in the export dialog.

Separate cost code from line-item name in estimate exports

Cost codes and line-item names are now exported as separate columns in Excel exports.

Add video tutorial link to estimation import dialog

Added a “Learn more” button alongside the existing “Download template” button in the estimation import dialog.

Insert copied estimate line item right after the original

The duplicate now appears immediately below the line item it was copied from.

Extend go to row navigation to estimate and budget code line items

A “Go to row” search input now appears in the top-left of the estimate article tab.

Allow exporting estimates without line item prices

A new “Hide line item prices” option has been added to the estimate export dialog, available for both PDF and XLSX downloads.

General Improvements

Fix exporting sales pipeline – incorrect value in client price column

The client price is now calculated from the articles, ensuring accurate values in sales pipeline exports.

Regional Tutorial Link in Subcontractor Invite Email

A helpful guide link is now shown below the submit button in the subcontractor invite email.

Split user management list into full and limited access users

The user management list is now split into full and limited access users for better overview.

Invoicing

Add option to skip accounting integration for sales invoices

Users can now mark sales invoices as “Do not send to accounting integration” when creating them through the document mapper.

Material database

Custom Material Sorting

Users can now customize the order of materials using a simple drag-and-drop interface.

Material Deletion Safety and Category Management

The system now prevents deletion of materials that are referenced in workers or work order articles.

Material Reorganization

Users can now reorganize their material hierarchy using a “Move to” action available through a three-dot menu on each material or category row.

Bulk delete categories from resource database

Users can now delete categories from the resource database in bulk.

Subcontractor Orders

Assign subcontractor contacts as work order timesheet submitters

When creating a work order with External workforce selected and a contractor company chosen, the “who fills the time sheets” dropdown now shows two grouped options.