Change Log for Estimates

All notable changes to this project will be documented here.

In this article you will encounter the following change types:

  • Added for new features and functionality.
  • Changed for changes in existing functionality.
  • Deprecated for soon-to-be removed and out-dated features.
  • Removed for features that have now been removed.
  • Fixed for corrections to code and bug fixes.
  • Security in case of vulnerabilities.

Unreleased

Upcoming changes that are due for release soon or in the pipeline

Added

  • None

Changed

  • Assessment type control to fetch data from database.

Deprecated

  • None

Removed

  • None

Fixed

  • Issue with rebar items not copying over weight details in the estimate sections.

Security

  • None

 

Version History

[2.2.37] - [25th July 2024]

Added

  • Local content only and Building type fields can be selected on an estimate and will show on the Estimate forecaster.

Changed

  • None

Deprecated

  • None

Removed

  • None

Fixed

  • None

Security

  • None

 

[2.2.34] - [21th May 2024]

Added

  • A new tender status "BOQ Received" for the customer attached to estimate.

Changed

  • None

Deprecated

  • None

Removed

  • None

Fixed

  • Consecutive saves on the estimate details form now work as expected.

Security

  • None

 

[2.2.33] - [11th April 2024]

Added

  • None

Changed

  • Disable auto-change of project dates when the  project award date is changed.

Deprecated

  • None

Removed

  • None

Fixed

  • None

Security

  • None

 

[2.2.31] - [9th April 2024]

Added

  • Users can now add job notes from the job details form.

Changed

  • None

Deprecated

  • None

Removed

  • None

Fixed

  • Disabled entering delivery charges into the delivery fees drop down.

Security

  • None

 

[2.2.29] - [12th March 2024]

Added

  • None

Changed

  • Show schedule stop warning while allowing to mark customer tender status to "Won".
  • Disabled auto changing of project dates when the customer due date is changed.

Deprecated

  • None

Removed

  • None

Fixed

  • Copying transport type delivery fee to another job.

Security

  • None

 

[2.2.27] - [19th February 2024]

Added

  • When changing the customer tender status to "Won", a warning message indicating if the customer is on schedule stop.
  • If an Estimate has a winner then Authorise mail will have only the Winning customer's name on the email subject

Changed

  • Users can only print or email estimates with customer status, Won, Tendering, Shortlisted

Deprecated

  • None

Removed

  • None

Fixed

  • None

Security

  • None

 

[2.2.21] - [5th December 2023]

Added

  • When adding a new customer if there is a duplicate match, a new window will give an option to select existing customer.

Changed

  • When creating new customers the customer rating will default to "Tender Account"

Deprecated

  • None

Removed

  • None

Fixed

  • Used GetExtensionName from FileSystemObject instead of a custom function to extract file extension

Security

  • None

 

[2.2.20] - [10th August 2023]

Added

  • Added check to disable deleting pricing models when an estimate is locked.

Changed

  • None

Deprecated

  • None

Removed

  • None

Fixed

  • None

Security

  • None

 

[2.2.19] - [21th June 2023]

Added

  • None

Changed

  • The Estimate will now be defaulted to "Approved" status if an estimate is taken out of the "Tender Lost" status while the estimate is locked.   

Deprecated

  • None

Removed

  • None

Fixed

  • None

Security

  • None

 

[2.2.17] - [4th May 2023]

Added

  • None

Changed

  • Included price matrix ID with price matrix description in Estimate Details form

Deprecated

  • None

Removed

  • None

Fixed

  • Fixed bug preventing long estimate numbers to be edited.

Security

  • None

 

[2.2.12] - [20th January 2023]

Added

  • Added rebar price matrix option in Estimate Details screen.
    KB: 9186696315151
  • Added 2 new fields to the New Estimates form: A drop down box to select Take off Type and a textbox to enter Take off Time.

Changed

  • If customer uses Pronto accounting package, requires certain information to be selected in Estimate Details screen.
  • Removed the default description of the "Estimate Includes" section in the New Estimates form.

Deprecated

  • None

Removed

  • None

Fixed

  • Fixed customers list not refreshing when opening the Find Customer screen.
  • Fixed crashing when adding and selecting a new customer account.
  • Fixed unable to open a PDF file when exporting a printout to PDF and renaming it.
  • Fixed several Estimates functions unusable due to incorrect estimate status reporting.
  • Fixed issue where the selected Account Manager disappears when the region is changed. 
  • Fixed Estimate Authorisation Request email to display correct Web app name and web app link relevant to each client.

Security

  • None

 

[2.1.156] - [20th April 2022]

Added

  • Added transport type option to delivery fee selection in estimate details screen.

Changed

  • Delivery fee selection in estimate details screen is changed to a dropdown selection.

Deprecated

  • None

Removed

  • None

Fixed

  • No bug fixes.

Security

  • None

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