June 19 – 4.38.1

This release introduces significant enhancements to estimations, including new export and budget code management features, alongside improved flexibility for timesheet management and streamlined line item replacement in various documents.

Budget

Estimation improvements: Export materials, save to budget codes, targeted import, and UI/UX enhancements

We've rolled out several improvements to the estimation module to enhance usability and functionality:

• Export materials list: You can now export the materials list from your estimates to an Excel file, making it easier to share and analyze.
• Save to budget codes: Any line item or category (including its sub-items) can now be saved directly to your company's budget-code library from within an estimate. Users with budget-code edit access can choose where to place it, and the source line item is automatically linked to the new budget-code entry.
• Targeted budget-code import: When importing budget codes into an estimate, the dialog now allows you to filter by specific budget-code sections, making it faster to find and add the right rows to a category.
• Column visibility toggle: Customize your view by showing or hiding columns in the line-item table (e.g., quantity, unit, price, comment, material breakdown). Your preferences are saved per user.
• Expandable text editor: When editing names or comments, clicking the field now opens an auto-growing text area, making it easier to read and write longer text without content clipping.
• Name column resizing: You can now drag to resize the width of the line-item name column, and your preferred width will be remembered between sessions.

Client contracts

Replace mapped line items from budget

You can now easily swap a mapped line item from the budget for a different one in Client Contracts. A new "Replace item" action allows you to select a different budget article while preserving any existing sub-rows you've already filled in.

General Improvements

Demo project creation now supports mandatory approval workflows

When creating a demo project, if your company has mandatory approval workflows enabled for contracts, costs, or purchase orders, the system now automatically configures these workflows for the demo project. This ensures the demo project is fully functional and reflects your company's approval processes from the start.

Purchase orders

Replace mapped line items from budget

You can now easily swap a mapped line item from the budget for a different one in Purchase Orders. A new "Replace item" action allows you to select a different budget article while preserving any existing sub-rows you've already filled in.

RFQs

Replace mapped line items from budget

You can now easily swap a mapped line item from the budget for a different one in RFQs. A new "Replace item" action allows you to select a different budget article while preserving any existing sub-rows you've already filled in.

Work orders

Delete worker-created tasks from timesheets

Workers can now delete tasks they created themselves directly from the timesheet view. This is useful if a task was added by mistake. A delete button appears next to tasks that were added by the worker and have no hours submitted yet. A confirmation prompt prevents accidental deletions. Please note that tasks with submitted hours cannot be deleted, and only worker-created tasks can be removed this way, not tasks from the original budget plan.

Set planned quantity when creating priced tasks from timesheets

Previously, when adding a new priced (fixed-volume) task to a timesheet, it was created with a zero planned volume, making it impossible to submit any quantity. Now, when you create a new priced task, you can enter the planned quantity directly. This quantity becomes the task's planned volume, allowing you to report progress against it immediately.