You can now reorder items without changing their names or removing them. This allows you to control the display order of your quotes for easier reading and clearer document generation.

The new order is saved across the platform and reflected in documents like Invoices and Tenders, as long as they are created after reordering.

How it works:

• Drag-and-drop is available directly in the table view - no need to enter edit mode.
• Look for the new drag handle column at the beginning of the table.
• To reorder, click and hold the drag icon, move the item to the desired position, and release when the blue line appears.
• Sorting and filtering do not block drag-and-drop. However, after a page refresh, default sorting (e.g., by Name) will be restored, except for moved items, which retain their position.
• You can only reorder items on the same page.
• Sub-items cannot be moved between different advanced items.

Impact on documents:

• The new order is reflected in PDF exports and documents (e.g., Invoices and Tenders) only if created after the reordering.
• If the document was created before the change, it will keep the original item order.

We recommend clearing all sorting and filtering before rearranging items. This ensures your custom order is saved and remains visible after refreshing the page.

⚙️ Permissions: This feature requires access to "Manage Project Quotes" for users. Others will not see the drag column. 

ℹ️ Note: The drag-and-drop action is applied instantly. Changes are not confirmed or logged. Support Team cannot restore item order or provide tracking of who moved what and when.

Track and manage retained money with precision.

Retention is a common mechanism in construction and service contracts. The customer withholds a percentage of the total project value to secure performance and compliance. Until now, tracking and reclaiming those funds has often been done manually or handled outside of Archdesk.

Now, with Retention Release linked to your Quote Valuations, you can record, adjust, release, and track retention amounts directly in Archdesk.

What problem does it solve?

Many Archdesk users work on contracts where 3%–5% of the project’s total value is kept back until the project is completed or a warranty period ends. This withheld amount can be hard to monitor, especially when dealing with multiple valuations or split releases.

This feature lets you:

• See clearly how much is still held by the customer
• Record retention releases at appropriate project stages
• Show retention values in your PDF reports and payment documents
• Ensure internal visibility over frozen vs. collectable cash

Example:

Imagine your project has a value of $1,000,000, and a 3% retention applies. That’s $30,000 held back.

You deliver the whole project, and the customer approves the final progress. Now:

• You can release 1.5% ($15,000) upon project completion
• Then release the remaining 1.5% ($15,000) after the warranty period ends

Both these actions can now be recorded in Archdesk, and the updated figures are reflected in reports and tracked for future audits.

How it works:

1. Go to Quote → Payments, click Options → Set Adjusted Retention
2. Enter the new retention % (it must be lower than or equal to the original) 
   
3. The adjusted retention value is automatically calculated and locked, and the change will be tracked in the Quote Notification Log.
4. This updated value will appear in:
   • Archdesk interface 
     
   • PDF reports 
     
5. For clarity, you can also display the Last Valuation Reference on the PDF report (Setting & Preferences → Projects → Quote Settings → Enable Show Last Valuation Reference in Valuations PDF Report).

Tendering often involves inviting multiple companies or contacts to submit offers. Archdesk allows you to send all tender invitations in bulk.

What problem does it solve?

Instead of manually sending 5–10+ emails, you can select and invite all participants in one go. This eliminates repetitive work, speeds up your pre-construction process, and ensures consistent communication.

How it works (step-by-step):

1. Ensure your Tender is in “In Progress” status (bulk sending is unavailable in Draft/Completed/Rejected).
2. From the menu, click File → Send Invitation.

3. A new bulk invitation window appears. The system lists all the Company and Contact emails linked to Tender Participants.

   1. Greyed-out entries mean missing email addresses - these can be added at the Company/Contact level.
   2. You can tick to bulk-select per company or choose individuals.

4. After selection, click Next:

   1. Pick an email template (including Twig-based templates). Body text is not editable at this stage- must be preconfigured.
   2. Choose whether to attach the Tender documents
   3. View a summary of all selected recipients
   4. After clicking Send, invitations are logged in View → View Notification Log

ℹ️ Each company will receive a separate invitation. The company email will be set as the main recipient, while individuals assigned from the same company will be included in the CC. Email addresses from other companies will not be visible to recipients.

You can now visualise numeric data from submitted Forms directly on your dashboards - as live counters and charts.

Form submissions often contain key information such as progress metrics, equipment costs, or safety checks. With this update, you can instantly summarise and group that data to track site performance, compliance, or costs — all in one place. 

Examples of what you can track:

• Meters dug, concrete poured, or hours worked per day
• Equipment costs reported through daily site forms
• Operational KPIs pulled directly from the field

How to set it up:

1. Go to dashboard → Add widgets → Forms widgets
2. Select your Form

3. Choose one of the widgets:

   1. Sum Submitted Numbers - sum number inputs from [form name] form submissions
   2. Sum Submitted Financial Inputs - sum financial inputs from [form name] form submissions
   3. Form Number Data Grouped by Type & Date - Submitted number inputs from [form name] submissions grouped by type and date in a chart
   4. Form Number Data Grouped by Type - Submitted number inputs from [form name] submissions grouped by type in a chart
4. Select a numeric input field (e.g., length, value) as the Form number to calculate

Your dashboard will update automatically as forms are submitted.

Need help setting this up?
Contact the Archdesk Support Team - we’ll help you configure the best view for your workflow.

We know how critical Programme tasks can be - they often include Form submissions, file attachments, and links to other project elements. That’s why we’re introducing better safeguards to prevent accidental removal and give you more control over who can delete tasks.

From now on, any user attempting to delete a Programme task will see a confirmation modal asking them to confirm the action. This helps avoid mistakes, especially when tasks are linked to Quotes, Timesheets, or other critical modules. 

Additionally, Archdesk allows you to separate delete task rights from manage task rights. By default, users with the “Manage Work Schedule” permission can still delete tasks, but this can now be restricted if needed. This applies not only to tasks, but also to the deletion of entire Programmes and Baselines.

Need to limit who can delete Programme elements?
You can apply this control per structure.

To do this, either:

• Contact the Archdesk Support Team, or
• Go to: Settings & Preferences → Structure → [select structure] → Manage → Edit Details & Access → Schedules, then uncheck Delete Work Schedule.

We’ve increased the maximum number of recipients for outgoing emails in Archdesk from 5 to 10 across all modules. This helps ensure that everyone who matters stays in the loop, without needing to send multiple messages or follow-ups.

We’ve introduced a new set of performance upgrades to make working in Archdesk faster and smoother, especially in the places you use most.

• Creating new projects is now noticeably quicker, even when copying folder structures.
• Quotes update instantly, with no more delays when editing extensive or detailed quotes.
• Importing contacts from large CSV files (up to 10,000 entries) now takes just a few minutes.
• Stock product lists load faster, making browsing and managing your inventory easier.
• Asset imports from Excel are more stable and efficient, even with bigger files.

These changes help you move faster through daily work, reduce waiting time, and make Archdesk more responsive overall.

Creating a new project with folders and files triggers just one summary notification, instead of a separate alert for every copied item. This keeps your project notification log clean and easier to follow.

If left blank, asset references will now be generated automatically, whether added manually or via import.

We’ve introduced a new Advanced Filters tab inside the Sales Invoices, Purchase Invoices, and Purchase Orders tables. 

This gives you quicker access to advanced filtering options - no more searching through side menus.

Moreover, when you export your data (CSV, Zoho, Sage formats), only the invoices or purchase orders matching your filters will be included, making reports cleaner and more precise.

The complete list will be exported as before if no filters are applied.