Now, it's possible to group the Scheduler view by Project. It shows the whole project timeline based on the tasks. Each project's start and end dates are also visible on the list. The user has the option to see resources allocated against each project and tasks assigned to them.

The other exciting improvement is the auto-save view option based on selected values by the user. This configuration is stored per user, and Archdesk will keep the last user selection.

We are excited to introduce the BETA version of Scheduler. Please keep in mind that the beta version contains most of the major features but is not yet complete. It is not considered a stable or finalized version but rather a preview to gather user insights and improve the module based on your valuable input.

We encourage you to explore the beta version and thoroughly test its capabilities. If you encounter any issues, experience unexpected behaviour, or have suggestions for improvements, please don't hesitate to provide feedback through our dedicated Support channel.

Your participation in this beta testing phase is crucial in helping us refine and enhance the module to ensure its optimal performance and usability. We greatly appreciate your support and look forward to your valuable contributions as we work towards the final release.

The new version of the Scheduler module will be released as a new page under the Scheduler module. In the phase of Beta testing, users will be able to access the current scheduler and work on it as well as use the new version of the Scheduler. After users get accustomed to the new version of the scheduler and the testing phase is finished existing scheduler will be switched off. During the Beta testing phase, users can view the same tasks on the “old” and “new” Scheduler.

New functionalities and improvements contain:

• Calendar view enhancements (new view preferences, hide non-working days),
• Employee list enhancements (adding employee details columns, filtering),
• Events visualisation and filtering (show national holidays, global search),
• New windows for Events creation, preview, and update to improve the User Experience.

All described changes apply to the Employees and Assets view.

Now, it’s possible to use project choice or contact input to group projects on the map and show them in different colours. 

Users can preview, e.g. locations of New Leads grouped by Project Status or Project Director.

Now, exporting data from Archdesk dashboards to Excel .xlsx format is possible.

You can export the data from various list widgets: projects, quotes, tenders, schedules etc., to get quick reports from pre-defined dashboards.

This option is available for dashboard owners and dashboards viewers as well (when it’s shared).

You can configure a new image widget, which allows you to submit a form with images. 

Images you upload are visible directly on the form and when you print the form into the .pdf. It may be very helpful with Site Reports, H&S Reports or Incidents Reports.

This feature is still in the BETA testing phase and will be enabled by Archdesk Support Team on each account gradually.

We changed the way of rendering external forms shared by URL link. 

When the form is rendered using a new way, then:

• there’s a new, much nicer form design of the form,
• it is possible to upload files and images,
• it is possible to use the data source widget,
• validations work better - there’re correct error messages for Required fields, Regex rules and Workflow conditions.

For non-public URL links, we still use the old method, so the above enhancements don’t work for them.

We added data tables for quote items associated with Project → Quote. Select the quote section and preview the items in a more user-friendly and advanced view.

Users can see quote items details in the data table and manage visible columns, change their order/size or sort the data. It gives him more flexibility with the personalisation of his favourite view.

We added a new main menu position: Quotes that presents a list of all quotes grouped by project.

This feature requires enabling by Archdesk Support Team.

It is possible to search for quotes based on project data (only: project name or project reference) or quote data. At the first level (project level), there is the sum of data from the second level → it concerns only financial inputs. If any filters are set, then the sum is calculated only from quotes that meet filter criteria.

To see a list of tenders or purchase orders linked to quotes, the user can click on the green icon in columns Tenders/Purchase Orders. The grey icon means that there is no tender/purchase order linked to the quote.

It is also possible to set some filters and save their state. The table contains new options (on right-click menu) that allow you to save or reset filters. They work analogously to options related to saving the state column.

The new feature allows us to see which data of items added to the quote from stock has been changed (compared to stock product).

It allows us to see that the below inputs have been changed:

• name
• cost category
• unit cost
• unit offer
• custom inputs (system treats that it is the same custom input if input names and types are the same between stock product and quote item).

We show the comparison of the current item data to the item data when added from stock.

If there is null (or 0 for financial input) in stock product data and some value in item data, the system doesn’t mark it as a changed value.

When the user displays quote items, and there are changes in some inputs (compared to stock product data), the system displays a dedicated icon at the quote item input level.

We also added the functionality of copying custom inputs from Stock to Quotes for items added from Catalogue.

It is possible to change item prices by Purchase Order Amendment.

When a user creates an Amendment, there are new fields for existing items:

• Unit Net Price - not editable,
• New Unit Net Price - editable (user can set new item price).

Once Amendment is approved, the new prices are copied to the Purchase Order.

There are also changes to the Amendment template (export/import). In the default template, there are new fields:

• New Unit Price
• Cost Category
• Budget Code
• Dimension