- DASH-1238: Admin → Import → Variance Narrative Entries: We built a new feature in the Admin → Import / Export area that now allows you to export and then back in Variance Narrative Entries. This allows you to bulk modify this information quickly and easily using Excel.
- DASH-919: Estimating → Work Package Report → Export to Excel: We built a new feature in the Work Package Report that allows you to download either a single work package or your entire project into Excel. This also works for both the Summary and Detailed views.
- DASH-836: Schedule → Add Cost Class: We added the Cost Class field to the Schedule Builder and Schedule Viewer. You can now see this field as an available column on these pages and group, sort and filter by this field as well. It also now shows up in the Resource Pane when looking at the Resources attached to an Activity in these two reports. This makes it easier to see costs in the Schedule Builder when you have multiple cost classes attached to the same Activity ID.
- DASH-1198: Estimating → Cost Estimating Reports → Cost Summary Report → New Column Chooser: We have added a new column chooser to the Cost Summary Report. This new column chooser now allows you to pick all of the columns you want to see and then you must click an Apply button to make your selections change in the grid. The old column chooser reloaded the data grid every time you clicked on a column which can be painful when you have a lot of changes to make. We want to try this new feature out on this report before implementing it in all reports throughout Dash360.
- DASH-1283: Estimating → Cost Estimating Reports → Cost Summary Report → WBS Custom Sort Order: We have a new feature in Dash360 that allows you to sort your WBS tree in whatever order you prefer. This is done by the Admin in the Codes or Edit Project screen. Simply right click in the tree on a WBS parent and choose Sort Order. A modal will appear on the top of the tree that will allow you to drag and drop your new order. You can also reset the order back to alphanumeric by right clicking and choosing Reset Sort Order from the menu. We then implemented this custom WBS sort order into the Cost Summary Report. If you custom sort your WBS, then the Cost Summary Report will always adhere to that custom sort order.
- DASH-1167: Estimating → WBS Dictionary → Easier Editing of Data: The WBS Dictionary has had an Edit Mode capability for quite awhile. However, if you tried to use this feature on a large WBS tree, it was very slow (almost unusable on some trees). We have rebuilt this page to make it much more user friendly. First, we sped up the WBS Edit Mode by implementing paging. Now, if you enter Edit Mode at the top level of your tree, you will see 10 WBS at a time per page. You can then use the familiar paging controls at the top of the page to go back and forth. Then, we added an Edit (pencil) icon on every WBS element. Now, in View mode, you can simply click the Edit icon, make your necessary changes and click Save. It’s great for small, one off changes.
- DASH-1191: Schedule WBS Order Improvement: If you grouped your Schedule Builder / Viewer by WBS Level 1, 2 and 3 and you had some of your Activity IDs attached to WBS Level 2 elements, then the system would display those Activity IDs under a folder called “Undefined”. This was because we would only show Activity IDs under the last grouped WBS Level (3 in this case). This has been corrected so now Activity IDs appear under the correct WBS Level folder.
- DASH-1268: Admin → Import / Export → Cost Estimate Import Broken When Creating New Cost Estimates: We added a feature in the last release that allows you to add / update your Notebook entries for a Cost Estimate while doing a Cost Estimate import. Unfortunately, we also created a bug that broke the ability to add new Cost Estimates via the import. This has been corrected with this fix.
- DASH-1162: Admin → Import / Export → Codes Improvements: We removed the hard to use Parent Code field in the Codes import / export. This field was used for hierarchal files (think WBS code files). Now, as long as you have a separator on each line (usually a period) and you have the Is Hierarchal column set to Yes, then Dash360 will automatically figure out the parent code for you based on the separator. This still requires that you name your WBS elements in a hierarchal nomenclature, but it should make things much simpler. We also sped up the Codes import by only reprocessing children codes of a parent code when you change the parent code’s name or description. Before, we always regenerated child code records if you uploaded the parent code record (even if no changes had been made). This drastically speeds up the import process for this file import.
- DASH-1266: Admin → Projects → Codes: If you viewed the code details of a code file in the admin and then tried to use the filter by name or description search bars, they did not work. This has been corrected.
- DASH-1273: Estimating → Cost Estimating Reports → Cost Summary Report: We removed the Resource Code Codes from this report. This report is hardcoded to group data at the Work Package level. Because the Resource Code Codes are at the Resource Assignment level, it doesn’t make sense to show them on this report. Another version of this report will be coming soon at the Resource Assignment level.
- DASH-982: History Tracking Speed Improvements: We have added history tracking through most of Dash360. This feature allows us to track changes that you make to certain parts of Dash360. You can see this data (where available) by clicking on the history tracking button. Unfortunately, all of this added data was slowing down certain Admin pages of Dash360. That was corrected with this ticket.
- DASH-1281: Remove History Tracking buttons from the Cost Estimate Form: For now, we have made only certain parts of our history tracking data available for you to view. This new feature tracks a lot of data, and it can be a bit hard to display well. We are actively working on making all of the Cost Estimate Form history data available to you in a near future release. Stay tuned.
- DASH-216: History Tracking for Contingency Assignments: We added code so we can begin tracking Contingency Assignment changes that are made by users. This will be visible in the UI in a future release.
- DASH-210: History Tracking for Resource Assignments: We added code so we can begin tracking Resource Assignment changes that are made by users. This will be visible in the UI in a future release.
- DASH-201: History Tracking for Cost Estimates: We added code so we can begin tracking Cost Estimate changes that are made by users. Today, you can see history on Comments and Supporting Documents in the new History Tracking section on the Cost Estimate Form. The rest of the Cost Estimate history tracking data will be visible in the UI in a future release.
- DASH-205: History Tracking for Cost Estimate Notebooks and WBS Dictionary fields: We added code so we can begin tracking Notebook Field and WBS Dictionary changes that are made by users. This will be visible in the UI in a future release.
- DASH-1280: Estimating → Work Package Report → Download Signatures: In the Work Package Report Excel download above, we initially forgot to also add the Signatures to the Export. This was added with this ticket.
- DASH-1279 / DASH-1287: Estimating → WBS Dictionary Edit Mode: We had a couple of bugs as we were implementing the new WBS Dictionary Edit Mode. Those were fixed before the release of the feature, so no issues to report.