Improvements

Since October 2017. See also What’s New in V2017.

Note: An asterisk (*) in this document denotes an improvement or new feature that resulted from an enhancement request.

• Infrastructure

  • sfPMS will check for and run extension procedures in the SQL [custom] schema.
    • custom.p_HousekeepingOnStartup runs every time the web application starts, including every farm member instance.
    • custom.psf_DBSysMaint  is run once per day, typically by the first farm instance.

• Cloud Sync

  • *Sites using BOX for their cloud storage provider will see sfPMS tabs on cloud files that are synced with sfPMS.

• Home Dashboard

  • Watchdog Alerts

    • *A new Attachment Added alert can inform you when someone (other than yourself) attaches a file to a particular document.

• Catalog Dashboard

  • All Catalog tabs (including preset searches) can use JavaScript helpers.

• Project Dashboard

  • KPI

    • Sites using XTS accounting integration (such as Acumatica) will now see T&M billing included in the Billed To Date amount in the KPI.

• Documents in General

  • The (saved) notification that appears at the top of a document when the document is saved now appears in a style different from the Doc title, in order to be better noticed.
    

  • Document Dates

    • *For date types with Start and Finish dates, a new Days column is available. When any field is changed, the remaining fields are updated. Entering a positive number in days recalculates the end date; a negative number recalculates the start.
      

  • Document Items

    • *When you copy a document, you can indicate (through the DocCopyConfig | ItemStatusRest rule) whether copied Items should retain their status or be reset to the default.

  • Document Attachments

    • *When attached files are opened/downloaded, a progress bar with cancel button appears, making it possible to cancel downloads of very large files that are taking too long.
      
    • *If you have the proper permission (see Role Capabilities below) you can join files on closed/approved documents.
    • *The Catalog and Attach by Email dialog box now offers two icons: one places the email address in the email’s To: field and the new icon places the email address in the email’s CC: field.
      

  • Routing

    • *You can now specify a Seq number when adding someone to the route through Quick Add.
      

• Specific Documents/Workbooks

  • Budget/Forecast/BFA

    • *The BFA workbook allows you to set a combination of sort/filter as “My Favorites” so that the sort/filter combo can be automatically applied each time the BFA is opened.
    • Drill-down on Commitment in BFA displays current amount instead or original amount.
    • When importing from another Microsoft Excel workbook, BFA validates the following and, if any errors are detected, displays the list of errors:
      • Cost Codes must be valid against the current mask
      • Account Categories must exist in the Account Category tool
      • UOM codes must exist in the UOM code set (in Code Maintenance).
    • You can now use a rule to change the default threshold for projecting cost lines in BFA Forecast mode and indicate that BFA projections should be enabled by default for all lines. See BudgetConfig rule group below.

  • Commitments

    • *Out-of-compliance lien waivers on closed Commitments will indicate a “required but work finished” warning with an in-compliance status.

  • Change Order

    • *New icon on CI allows you to prevent the Change Item from going over to SOV workbook.
      
    • You can now easily see onto which SOV a Change Item has already been merged by clicking on the Info icon.
      
    • *The icon to open the Budget Entries window appears on the Change Item in both grid and detail view
    • *Adding lines to CI Budget Entries, particularly adding an existing RFQ or CCO, is now easier.
      
    • Clicking an icon for creating a new Commitment on CI Budget Entries no longer shows you the Select Source for New Commitment dialog box.

  • Pay Application/SOV

    • *The Application To Date % column in the SOV workbook now averages the percentages on the subtotal rows, much like the Prior % Billed already did.

  • Item Registers

    • *If drop-downs include links to more than one Doc type, the child Doc type name will be included in the description.

• Manage Dashboard/Tools

  • (see also Reports below)
  • Manage tools now offer in-column drop-down sort/filter menus.

  • Alert Subscription Tool

    • *New Alert Type: Attachment Added

  • Templates Tool

    • *There is no longer a default template type filter. Results will display for all template types unless a template type filter is manually selected.

• System Admin Dashboard/Tools

  • (see also Workflow Script Commands, Role Capabilities and Rules below)
  • System Admin tools now offer in-column drop-down sort/filter menus.

  • Doc Types Tool

    • A Parent Type column allows you to indicate that a Doc type is a “child” of another Doc type.

  • UI Configuration Tool

    • *Day Range Col is now available for the Doc Dates tab.
    • SFDBX columns allow for certain extended configuration options. The following were added as SFDBX columns:
      • Catalog Search | Doc – Type
      • Catalog Search | Doc – Title
      • Catalog Search | File – Type

  • Roles

    • New Responsibility of Purchaser available.

• Workflow Script Commands

  • ATC: ADD UIA

    • supports DocRefresh to refresh document parts after a workflow script

  • ATC: COPY

    • now supports KEY datapk.

  • ATC: FOREACH

    • supports bookmarks with the WITH clause.

  • ATC: GET

    • *supports new options BookmarkSource and Select in order to facilitate referencing the loaded document in other ATC: IF and ATC: SET commands.
    • now supports KEY datapk.

• Role Capabilities

  • DOC | Can Join attached file

    • new S permission allows you to join files on closed/approved documents.

• Rules

  • BudgetConfig

    • ForecastThreshold is a new rule used to set the default forecast threshold for projecting a cost line in BFA.
    • ProjectedDefault is a new rule that determines if BFA projections should be enabled by default for all lines.

  • DocCopyConfig

    • *ItemStatusReset is a new rule that determines if Items should retain their status (or reset to default status) when a document is copied with Items.

  • DocTypeConfig

    • JSIncludesAIR is a new rule used to specify the JavaScript resources that should be included and applied to the Attachment and Routing part of the document when the document is rendered.
    • JSIncludesBody is a new rule used to specify the JavaScript resources that should be included and applied to the mid-section part of the document when the document is rendered.
    • ProjectCascade is a new rule that determines if changes made to the Project ID on this document should cascade to attached documents.  In other words, whether this document is the source of a project ID change.
    • ProjectLocked is a new rule that determines if changes made to the Project ID on attached documents should cascade into the document.  In other words, whether this document is a target for a project ID change.

  • EmailText

    • DispositionNoticesTo is a new rule used to specify the email address to be sent notices about email processing issues for the given Doc type.
    • LinkToContentTagAttributes is a new rule used to specify the HTML attributes inside the anchor element for the URL to the downloadable content.
    • LinkToDocTagAttributes is a new rule used to specify the HTML attributes inside the anchor element for the URL to the Spitfire document.
    • LinkToRespondTagAttributes is a new rule used to specify the HTML attributes inside the anchor element for the URL to the Spitfire Response Wizard.

  • NextDocFlow

    • OpenNewDoc is a new rule used to specify if new documents should open automatically (in a new browser window).

  • PresetSearch

    • Project now allows you to end the result value with an exclamation mark (!). If the user has tracked project enabled as a user preference, the result value will be replaced by the last project ID; otherwise, the exclamation mark is removed and the result value is used for this rule.

  • ProjectCAFormulas

    • JSIncludes is a new rule used to specify the JavaScript resources that should be included when the Project Cost Analysis Detail part is rendered.
    • StrictPendingCO is a new rule used to specify if “pending” Change Order revenue should include “in process” Change Order amounts.

  • ProjectConfig

    • CommitmentBudgeting now defaults to none. If your site uses Commitment Budgeting, you need to add a rule for CommitmentBudgeting=A.
    • DefaultClosedParts is a new rule used to indicate the Project Dashboard parts that should appear closed for all users who have not established personal preferences.
    • JSIncludesTeam is a new rule used to indicate the JavaScript resources that should be included and applied to the Team Contacts part when the Project Dashboard is rendered.
    • TabText is a new rule used to specify the text for the Project Dashboard tab.
    • TabTip is a new rule used to specify the tip text for the Project Dashboard tab.

  • QueryConfig

    • qAlias rules described in KBA-01503, no longer need a script run beforehand.

  • WBSConfig

    • DefaultDescriptionFromSegment is a new rule used to specify the segment number from which the default description should be resolved.

• Reports

  • Commitment Log Report

    • *The report has a clearer legend describing Not Yet Billed.
    • *When grouped by Project, the report now sorts documents by Doc # instead of by Description.

Resolved Enhancement Requests

• 24301: SOV – Column S Averages
• 23539: Download progress bar with cancel button
• 23375: Box Sync file tab
• 23983: Change Order SOV Billing status
• 24095: ATC GET SELECT option
• 24028: CI Budget Entries icon on grid view
• 23967: Compliance Alerts on Lien Waivers
• 23906: Allow Join File on Closed documents
• 23720: Commitment Log legend
• 23877: Register Item Link menu text
• 23834: Add Route – Include Sequence
• 23804: Default Template Type Filter
• 23550: Add T&M Billing to KPI
• 23508: BFA sort/filter applied automatically
• 22909: Add existing RFQ to CI Budget
• 23624: Can copied docs retain Item statuses
• 23218: Request way to be notified of when attachment is added
• 23260: Date Tab Calculation
• 23246: Catalog and Attach email via CC
• 24424: Commitment Log

Upgrade Considerations

See What’s New in V2017.