August 2019
Spotlight
Upgrades to the Subcontracts by Organization page, where you can see details of subcontracts issued by your organization, include new features and faster performance.
To access the page, select the Search for Subcontractors link from the Organizations menu on your Home page. You can then search for Subcontractors by name, vendor ID, or tax ID.
View a summary of the contract and use the expander to view the cost component detail for the contract. Use the cog menu on the left for shortcuts to the Contract Maintenance page and Schedule of Values for the contract.
General Contractors can now run the Sub-Tiers Not Included in Draw Report to ensure that all necessary sub-tiers are marked as Included in Draw. Use this report to ensure that all necessary sub-tier waivers are collected and are not missed due to a Not in Draw state. This report can also help confirm if waiver collection for a sub-tier has started after their Notice Date has passed.
Enhancements
- Documents notarized by notaries from New York State will include a New York Notary Seal. The certificate number and county are now required fields on the Edit User page for these notaries. Colorado, Texas, and Washington also use Notary seals. Learn more about Notarization.
- You can now access the Manage Lien Waivers page for Submitted draws from the More menu on the Project Home page.
- Filter Non-Compliant change orders, which are causing a payment hold, from the Change Orders page. This applies to projects tracking change order compliance.
General Contractor Enhancements
- General Contractors can now access the Payments Held and Hold Release Audit Report from the Quick Reports section of the Draw Home page instead of having to go to the Manage Payments page.
- Set the default status for compliance requirements from the Edit Primary Organization page. This creates additional controls when importing compliance requirements. Learn more about creating document requirements.
Owner Enhancements
Track the status of all approvals for the General Contractor invoice from the View Approvals link on the Draw Home page. This applies to projects where Owners use Serial Approval.