New Features & Enhancements

Project

• Update to project phase UI to hide the Calculate button before an array is created.

Quote

• Created the ability to re-quote on expired pricing when a workflow with the expired pricing is past project qualification. These new quotes are only usable for resigns on the workflows where the pricing on the active quote is expired and cannot be use for new contracts or viewed in proposals.

Settings

• Widened the view as well as moved the payments reporting tab to its own section in Settings. Added a Workflow ID filter to the report.

Operations

• Launched a new type of change order subtask, a No Cost Change Order (NCCO) that must utilize the same quote that is active on the workflow and enforces that pricing terms not be changed in order to generate.

• Expanded the ability to block generation of documents - until subtask's milestone is active - to all subtask types.

See our release schedule to learn more about release timing and upcoming release dates.  

For questions about these improvements or anything else please reach out to our support team on chat or via support@goeverbright.com or attend our weekly basic & new feature training and office hours which are a great opportunity to get your questions answered: How do I Book live training?