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Projectmates Release History V19

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 subitems, 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


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