Projectmates Mobile 5.1 – March 25, 2023
- Weather component – Changed from Dark Sky API to Apple WeatherKit Rest API
- New Projectmates Redirection - When accessing My Work and desktop mode, the New Projectmates UI loads
Projectmates 23.03 – March 18, 2023
- Weather component – Changed from Dark Sky API to Apple WeatherKit Rest API
- Improved time for Approval – Optimized approvals on New Projectmates for faster performance
- Improved Redirect Authentication - Improved connection for Procore to Projectmates integration
Projectmates 23.02 – February 25, 2023
- Improved Loadings – Improved load times for multiple modules in New Projectmates
- Email improvements – Improved emails in new Projectmates
- Proposal Requests - Multiple improvements to Proposal Requests
Projectmates 23.01 – January 21, 2023
- Proposal Requests – Released Proposal Request tool in new Projectmates
- Bid RFI Notification Improvements – Bid RFI emails have been improved to show more information, and show the question that was asked in the Bid RFI window.
- Transmission Log - Transmission log was released in the new Projectmates
Projectmates 22.12 – December 17, 2022
- Save Notification– Save notifications were added when toggling between tabs
- Documents– Edit Excel files directly in the documents area added for those with markup rights
- Documents– Edit Word documents directly in the documents area added for those with markup rights
Projectmates 22.11 – November 19, 2022
- Change Directives – Released Change Directives tool in new Projectmates
- Cost Tracking Grouping– Added Group by function for all cost tracking pages in New Projectmates
- Schedule– Added printer friendly option for project schedule
- Executive Summary - Added Executive Summary feature to New Projectmates
Projectmates 22.10 – October 22, 2022
- Ad Hoc Reports – Released Ad Hoc Report for ASI tool in New Projectmates
- RFI– Added Link RFI to change order function in New Projectmates
Projectmates 22.09 – September 17, 2022
- Instant Integration – Released ability to designate destination as folder on sFTP in Classic/New Projectmates
- Welcome Message– Added ability to attach non expiring filess to Welcome Message in Projectmates
Projectmates 22.08 – August 27, 2022
- New Projectmates - Beta version of new Projectmates released
- Currency - Added/Updated five different Project currencies
Projectmates 22.07 – July 9, 2022
- Cashflow Forecasting - Added improvements to Cashflow forecasting
Projectmates 22.06 – June 4, 2022
- Mobile- Added improvements to email export of action list from Mobile app
- Mobile - Added improvements to photo uploads on Mobile app
- Budget - added improvements to budget imports
Projectmates 22.05 – May 21st, 2022
- Mobile- Added improvements to email export of action list from Mobile app
- Mobile - Added improvements to photo uploads on Mobile app
- Budget - added improvements to budget imports
Projectmates 22.04 – April 16, 2022
- Ad Hoc Report- Added improvements to Contract line item detail Ad Hoc Report
- Ad Hoc Report- Added improvements to Budget line item detail Ad Hoc Report
- Capital Planning Funds - Added improvements to search bar on Fund Summary page
Projectmates 22.03 – March 19, 2022
- Schedule- Added improvements to schedule import
- Invoice Log Page - Added improvements to Invoices log page
Projectmates 22.02 – February 19, 2022
- Ad Hoc Report- Added improvements to Contract line-item detail Ad Hoc Report
- Earned Value - Added improvements to Earned Value Management in the Budget Module
Projectmates 22.01 – January 23, 2022
- Contingency Workflow – Added contingency workflow to cost tracking apps
- Parked Projects Log – Added project number
- Projectmates API Authentications – Added a client credentials grant type
Projectmates 21.11 – November 21, 2021
- Submittals – Resubmittals adhere to Copy To settings
- Approval Workflow – Allow approvals processed via email to update Last Login Date
Projectmates 21.08 – August 29, 2021
- Invoices – Add Final Invoice Status to ad hoc reporting and instant integration
Projectmates 21.07 – July 25, 2021
- Submittals – Resubmittals copy original attachments from previous submittals
- User Management – Show user's role next to their projects in Site Admin area
- Asset Planning – Additional enhancements
- Email Headers – Show "On behalf of [email address]" without first and last name
Projectmates 21.04 - Apr 22, 2021
- Asset Planning - Added localization to field names
- Ad-Hoc Reports - Contract, Invoice additional columns added
- DocuSign - DocuSign review completed and partnership finalized.
Projectmates 21.03 - Mar 26, 2021
- Company Profile - Added ability to copy address and vendor
- API - Added support for non-admin users to view Swagger and ReDoc documentation
Projectmates 21.02 - Feb 18, 2021
- Android Mobile App - Added built-in PDF markup support
- API - Added support for non-admin users to view Swagger and ReDoc documentation
Projectmates 21.01 - Jan 21, 2021
- DocuSign - Enhancements to conform to DocuSign guidelines
- Ad-Hoc Reports - Added new columns for Invoice Report
Projectmates 20.12 - Dec 18, 2020
- Business Intelligence - New database views for Budget
- Ad-Hoc Reports - Added new columns for Project Request Report
Projectmates 20.08 – Sept 5, 2020
- RESTful API – brand new, comprehensive API released
- Projectmates Mobile – new version of Projectmates Mobile app for Apple and Google released
- Power BI / Tableau – Ability to access Projectmates data thru 3rd Party analytical and visualization tools
Projectmates 19.11 – Nov 23, 2019
- PlanGrid Integration – RFIs and Submittals can be imported from PlanGrid and pushed back to PlanGrid when completed in Projectmates, also PDF mark up files from PlanGrid can be imported into Document Management
Projectmates 19.10 – Oct 10, 2019
- My Projects – Ability to group projects by any column
- Instant Integration – email delivery option
- DocuSign Integration – Invoices module added
Projectmates 19.9 – Sep 26, 2019
- ProCore Integration – RFIs can be imported from ProCore and pushed back to ProCore when completed in Projectmates. Submittals can also be imported from ProCore into Projectmates project.
- Program Management – Enhancements to track group of projects at a program level
- Bid RFI – Improvements to Print/Email
Projectmates 19.1 – Aug 17, 2019
- Archives - Updated archiving process
Projectmates 19.0 – July 20, 2019
Click here to download 19.0 enhancements document (PDF)
- Bids & Plan Room - Revamped Bids & Plan Room
- Instant Integration - Ability to send out file attachments for Contracts and Invoices
- Instant Integration - OneDrive Connector now supported
- Ad Hoc Reports - Fund Summary ad hoc report added
Projectmates 19.0 – July 20, 2019
Click here to download 19.0 enhancements document (PDF)
- Bids & Plan Room - Revamped Bids & Plan Room
- Instant Integration - Ability to send out file attachments for Contracts and Invoices
- Instant Integration - OneDrive Connector now supported
- Ad Hoc Reports - Fund Summary ad hoc report added
Projectmates 18.8 – May 18, 2019
Click here to download 18.8 enhancements document (PDF)
- Instant Integrations - Schedule & Project Info
- Bid Management - Internal routing for Bid Q n A
- Capital Planning - Ad-hoc report
- Capital Planning - Gantt Chart Time Scale filter
- Capital Planning - Capital Projects simplifying cost allocation
- My work - Project Request - Requested By column change
- Photo Mgmt. - Email links show thumbnails
- Ad Hoc report - Budget By Project ad hoc report - team notes added
- Bid Management - Bid/plan room bid log mods
Projectmates 18.7 - March 23 2019
Click here to download 18.7 enhancements document (PDF)
- Mobile App
- DFR & FR - Created by and Updated by fields added
- Schedule - Start and End dates made editable
- Project Home Page - New layout
- Ad Hoc Report - New report for bid packages, Project description field added
- Document Management - Character limit increased for files
- Contract - Localization added
Projectmates 18.6 - Feb 16 2019
- Ad Hoc Report - Field Report, Team Notes reports added
- Project Request - Ability to mark Project Request Complete
- DFR - Linking Photos
- Schedule - Milestones report - ability to change dates, Compatibility with MS Project 2016
- Project Admin - Assigning new user as project admin
- Cost Tracking - Budget fund code made editable, added preliminary budget column to mini report, added fund transaction auditing
- Instant Integration - Contract Id / Purchase Order Id added to integration columns
- Security - Wrong password causing delay time introduced
Projectmates 18.5.1 - Jan 19 2019
- Instant Integration - Create Project
- Download to Excel - xlsx support added
- Capital Planning - Gantt chart filter added
Projectmates 18.5 - Jan 12 2019
Click here to download 18.5 enhancements document (PDF)
- Asset Planning - new module added
- Ad Hoc report - Added Ids, Added latitude and longitude to Project fields, can be schedule up to 4 times a day
- API - Create Project, Copy Users and Roles to project
- Instant Integration - can be scheduled up to 4 times a day
- Project - Ability to have more than one default profile
- Project Admin - mass update on multiple projects
Projectmates 18.1 - November 2018
- API - API requests count limit set to 1000 per day
Projectmates 18.0 - October 2018
Click here to download 18.0 enhancements document (PDF)
- DocuSign - new module added
- Cost Tracking - Import category name, moving sub-items, change group even after approval added
- Doc Mgmt - Edit Labels
- ActionList - Added Project Number to Overdue notices
- Doc Mgmt - Copy documents to different modules
- PDF markups - Markup ability to pdfs across various modules and other BIM Viewer enhancements
- Approvals - Revise & Resubmit & Change link to change assigned user functionalities added
Projectmates 17.0 - May 2018
Click here to download 17.0 enhancements document (PDF)
- Doc Mgmt - 3D BIM Viewer with 2D & 3D Markups, PDF Viewer with Collaborative PDF Markups
- Ad Hoc Reports - Line item detail reports for Budgets, Contracts, PCOs, COs, POs and Invoices
- Instant Integration - Instant Integration add-on feature introduced
- Mobile App - Project Info viewable from the mobile app
- Site Admin - All custom project info fields can be edited via import/export