Our new UI for project creation/edition has been completely redesigned to offer a more intuitive and user-friendly experience. Inputs are now grouped into easily navigable sections, aided by a convenient left menu for swift-form navigation. Plus, you can view the number of required fields in each section and collapse or expand those sections. 

The new layout is available from three locations:

• Projects → Create New Project
• [select project] → Edit project
• [shortcuts] → Create Project (for this flow, the left menu with sections is not available)

A weekly Timesheets view is now available for company-wide Timesheets! 

To add/edit timesheet records in weekly view, go to Company → Timesheets Pro → Add Time in Bulk. Select an employee for whom you want to report time from the autocomplete list in the Employee field. 

Downloading multiple project documents just got easier! You can now select multiple files or entire folders and download them as compressed .zip file. Say goodbye to the hassle of downloading each file separately and save valuable time. 

Archdesk names to the downloaded .zip file, which is, e.g. project_2791-7ewqtn_06-12-2023-11-04.zip where file name structure is: project_[project.reference]_DD-MM-YYYY-HH-MM, where mentioned date time is a timestamp of download operation.

To download project documents in a batch, select a project and go to Documents → select multiple documents by checkbox and hit Download.

You can now create multiple valuations in 'draft' or 'in progress' status, regardless of pending approvals. The financial valuation values are recalculated when valuations are updated; for example, changes on the first valuation are respected on the second or third valuations. 

There are also new fields at the item level in the valuation preview: Previously Delivered Quantity, Total Completion (name changed from Completion), Current Completion.

Total Completion and Previously Delivered Quantity are recalculated when Valuation (independent from valuation status) is edited/deleted and quantity is changed for an item. Both inputs are recalculated for the edited valuation and for every subsequent valuation to the edited one. 

To create a Quote Valuation, select a quote → Payments → “+” button → Add Valuation Report. If you cannot see this button, go to Options → Import New Payment Terms and select Valuation from the list.

If you work with multiple open valuations at once, downloading a report containing delivery progress from all of them together may be beneficial. 

Such a report is available under Payments → Options → Download Payment Terms → Full PDF Preview including pending and approved data. This report includes all valuations that are approved or in progress. 

If you are working on quote sub-items that are visible to the client, it's possible to mark valuation delivery on sub-items instead of entering the figures on main items. Optionally, sub-items can be hidden by selecting a dedicated checkbox.  

When creating/editing a valuation, you can fill in delivered value at a main item or sub-items level, but it is essential to keep the same strategy for specific item:

• If it’s entered for sub-items → Archdesk calculates delivered value for main item as a sum of sub-items delivered values,
• If it’s entered for main item → Archdesk keeps delivered value entered for main item and doesn’t calculate values at sub-items level.
• If both main and sub-items have values, sub-item values take priority.

To create a Quote Valuation, select a quote → Payments → “+” button → Add Valuation Report. If you cannot see this button, go to Options → Import New Payment Terms and select Valuation from the list.

Discount set-up during quote creation is now seamlessly reflected on Quote Valuations. Specified on quote a percentage discount is subtracted from the original delivered value, showcasing the adjusted Total Delivery Value for enhanced clarity. For instance, with a 10% discount, a delivery value of £174,500.00 is reduced by £17,450.00, resulting in a final Total Delivery Value of £157,050.00. 

To add a discount to the quote, select a quote → File → Edit → Add Discount → Save.

Great news! Now, Quote Valuations can be created automatically by Archdesk based on timesheet records or Purchase Order Valuations. This automation allows Quote Valuations to encompass information from Timesheets associated with particular tasks and Purchase Order Valuations within a designated timeframe.  

To connect quote items with schedule tasks, you need to create a programme directly from the quote by selecting Schedule -> Create Programme. To link the data between Purchase Order Valuation and quote items, you need to create a Purchase Order from the Quote.

A default calculation strategy can be defined in Settings & Preferences and modified per specific Quote in Payment Terms → Options → Edit Payment Terms.

New inputs: Total Quote Price (%) and Total Quote Cost (%) are now available for each quote section. These fields offer a clear perspective on the percentage representation of cost or price each section contributes to the total value. This enhancement enables a more insightful analysis of individual section contributions within the quote.  

⚠ It’s also possible to set access control to specific quote section inputs (system or custom) per Structure. To do that, please contact Archdesk Support Team.

Now you can specify quote global Mark-up (1) or public flag state for all sub-items (2) to trigger batch operations or financial calculations for Quote. 

⚠ To enable such calculation automations on your quotes, please contact Archdesk Support Team.