We’ve enhanced the Assign Supplier and Assign Client modals for Purchase Orders, Purchase Invoices, and Sales Invoices to make selecting the correct contact easier and more accurate.

This update helps you quickly identify contacts with the same name but from different locations, reducing errors when selecting suppliers or clients - especially useful for companies with branches or subsidiaries.

What’s New?

The modal now displays additional details next to the contact name:

• For Business Contacts:

  • Company Address (City, Postcode, Country), Company Telephone and Company Email are displayed.

• For Individual Contacts:

  • The first address assigned to the contact is displayed, along with Telephone and Email (if available).

• Access Rights:

  • Fields like Address, Email, or Telephone are only visible if the user has the required access rights.

Where It’s Available:

• Purchase Orders
• Purchase Invoices
• Sales Invoices
• Project’s Contacts & Employees
• RFIs (Assigned to)
• Documents (Received from)
• Stock Products (Supplier)

Other Notes:

• Contacts without company details will still display in the original format (e.g., - ).
• Other address types (e.g., Home, Site, Billing) and private email/telephone details are excluded for business contacts.

You can now create and manage Purchase Order Valuations directly in Archdesk without needing Excel files. This makes it faster and easier to track delivered quantities and manage valuations for your Purchase Orders.

How to Use It:

1. Go to the Purchase Order Valuations list.
2. Select File → Create New Valuation or Create Valuation → Create New Valuation.
3. Enter details like Start Date, End Date, and Purchaser Assessment or Purchaser Note.
4. Archdesk will calculate values like Delivered Value and Completion automatically.
5. To edit valuations, use inline editing or Excel import/export.

Expenses, including those from timesheets and other project costs, are now included in the Project Budget. This gives project managers a better view of actual spending compared to planned budgets.

How to Use It:

1. Fill in the Project Budget input when manually creating a new project expense.
2. For timesheet-related expenses, ensure the project task has a Project Budget assigned.
3. If these conditions are met, newly created timesheet-related expenses will appear in the Project Budget.

ℹ️ To enable tracking expenses on Project Budget inputs, please contact the Archdesk Support Team.

Baselines let you save snapshots of your Programme to track how tasks progress over time. You can compare planned schedules to actual progress to identify delays or changes.

How to Use It:

1. Go to Programme Preview → Settings → Baselines.
2. Save a snapshot of your Programme as a baseline by using Set Baseline.
3. Compare the baseline with the updated schedule directly on the Gantt chart.
4. Use colour codes to check task progress:
   • Red: Behind schedule
   • Blue: On schedule
   • Green: Ahead of schedule

You can now import Employees and Assets from MS Project XML files into Archdesk. This reduces manual data entry and helps you assign resources directly to Programme tasks.

How to Use It:

1. Export an MS Project XML file.
2. Go to Programme Import in Archdesk and upload the file.
3. Archdesk will match and assign resources if they already exist in the system.

You can now track the completion time of each process stage and set the Due Date for To-dos directly when creating them from the Process Stage view.

How to Use It:

1. View Stage Duration and Stage End Date for each process stage in the Process Stage view.
2. Add Start Date and Due Date for To-dos while creating them from Process Stage view.

When uploading project documents, Archdesk now checks for files with the same name in the folder. You can either rename the file or upload it as a new revision of the existing one.

How to Use It:

1. Upload a file in the Project Documents.
2. If a document with the same name exists and you want to make a new upload a new revision, select "Upload as a new revision if a document with the same name already exists in the selected directory" to update the document.

You can now define budget codes for stock products. When adding products from stock to a quote, Archdesk automatically matches the stock’s budget code with the closest available code in the project.

How to Use It:

1. Add a Project Budget Code to stock product details.
2. Add items to a quote using Add Item → Add Items from Catalogue.
3. The system will match and assign budget codes automatically, so you can track this item on Project Budget.

You can now create workflows that set the form approval process based on form inputs or related project data. For example, a selected checkbox in a form can trigger a custom approval process for an Accident on site.

ℹ️ To enable custom approval processes on your forms, please contact the Archdesk Support Team.

You can now personalize the sender name displayed in tender invitation emails for a more professional touch.

ℹ️ To enable a custom sender name for your Tender Invitation e-mails, please contact the Archdesk Support Team.