After the successful implementation and transition, we decided to put a timeline for switching off the Old Scheduler. It will be permanently turned off on 29/03/2024.

Implementing a couple of improvements, allowed us to ensure 100% compatibility with the previous module:

• Filter Employees by Department: Now you can filter employees by department. Add the 'Department' column and enter the department name to initiate a search.
• Filter Tasks by Discipline: You can filter tasks using task details, including task discipline, in the Filter Visible Events box.
• Display Project Site Address: The Project Site Address is now visible on the task tooltip and drawer, just below the Project name.

We implemented an automatic re-validation of the users active in Archdesk for more than 24 hours, eliminating auto-logout and the need to log in again.

Previously, you had to log in every 24 hours. But now, once you’re logged in, you will enjoy uninterrupted access as the system automatically refreshes tokens, ensuring everything runs smoothly, without any stress or hassle.

Our new UI for contact 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 for three objects:

• Individual Contacts,
• Business Contacts,
• Employees.

In the case of Employees, there are a couple of optimisations, compared to the previous layout:

1. Access Type: Now presented as a dropdown menu, offering the following choices:
   1. Normal (Access Via Web and Mobile),
   2. Mobile (Access via Mobile only),
   3. Employee (No system access) - if selected, the ‘User Access’ section with user e-mail and password becomes unavailable.

2.    User Access - The toggle button to automatically generate a password has been removed. Whenever the field is empty, a password is generated automatically and shared via email with the user.

⚠ To assign inputs to specific sections, please contact Archdesk Support Team.

Within this release, we significantly improved the Stock module by refreshing its design and enhancing user workflow with in-line editing. New features also allow for more flexibility and a better overall user experience.

1. Stock Products list data table

We completely refreshed a Stock Products list, now presented as a data table with possibilities to customize the columns range or displayed data using sorting or filtering. To open a product's details, click three dots for the selected row → Preview.

2. In-line edit

Directly from the Product list, you can edit product data and save changes in bulk. Please remember that some system fields, like In Stock, Available or Ordered, cannot be edited by this method, as they require changes via Stock Change Request. The product’s image cannot be modified using In-line editing and you can upload it in a standard way: Product Preview → Files.

If you have view-only access to some product, then editing this item is impossible and the whole row is greyed out.

To make the migration process & big data sets management easier we also implemented new Excel Stock Export/Import strategies.

3. Stock input history

We implemented a possibility to view Stock input history, using the pattern from Archdesk Project details view. Just press SHIFT and click on an input value to see a table with Changelog. 

We've introduced the ability to select multiple products from the Catalogue when adding them to a Quote.

In the Quote section preview, utilize the 'Add Item' option and choose 'Add Items From Catalogue.' Navigate through the products using filtering and sorting options across various data columns, and select the items you want to include in the quote. This flow consists of two stages:

1. Select stock products and confirm with Next,
2. Update quote item attributes and add items to the Quote. On this screen, the Archdesk already shows Products and Sub-products if they are predefined by Stock formulas. Moreover, when there are custom inputs with the same name and type on Stock Product and on Quote Item, the values are copied from Stock to Quote. The same works for copying quote custom input values to quote item’s inputs.

⚠  If you don’t use Products Catalogue, but you would like to start doing so, please contact Archdesk Support Team.

We've implemented a new automation feature enabling Purchase Orders to automatically modify product availability in Stock. Events such as the Purchase Order progressing from the draft and the Purchase Order approval stage being approved can trigger the creation of Stock change requests, including Order, Add, Reserve, or Deduct Stock.

For items initially reserved and then deducted, the system smoothly converts the Reservation to Deduction - mirroring the manual option 'Convert Reservation' available for users. The same process applies to items Ordered and Added to Stock, with the option to use Purchase Order Valuation as a trigger for Add Stock.

Sample case for Stock Order Request triggered by approval of “Supplier Approval” stage on Purchase Order.

If needed, we've also introduced a new option for manual changes - Stock Order, which can serve as a preliminary step before submitting the Add Stock request. Once you add a new Stock Order, then you can:

• convert it as available in Stock using the option Convert Order, 
• cancel it using the option Cancel. 

The new option Cancel Stock Change Request is also available for Stock Reservation.

⚠ To activate this automation, please contact Archdesk Support Team

We improved an Activity Log for Tenders in View → View Activity Log to show more valuable information for the user. The log includes tracking the following events:

• Tender update,
• Tender files added/removed,
• Tender participants added/removed,
• Tender evaluation criteria created/edited/removed with user comments,
• Tender approval stage approved/skipped/declined,
• Tender new revision created, current revision changed,
• Tender invitation sent via e-mail with template name, e-mail subject and recipient,
• Tender offer added,
• Tender winner(s) selected,
• Tender lost message sent via e-mail with template name, e-mail subject and recipient.

Now, we support a couple of additional columns for the WIP Excel Report to improve Archdesk reporting tools:

1. Related to Purchase Orders:

   1. Purchase Orders - presents the NET sum of approved Purchase Orders that are assigned to the project,
   2. All Purchase Orders - presents the NET sum of Purchase Orders that are in status In progress or Approved and are assigned to the project,
   3. PO Remaining Invoice Value - presents the sum of Remaining Net Value calculated from approved Purchase Orders assigned to the project. The Remaining Net Value shows Left to Invoice value, based on approved Purchase Invoices.
   4. PO Delivered Value - presents the NET sum of Delivered Value calculated from approved PO Valuations (regardless of PO status) that are assigned to the project,

2. Related to the current Process Stage:

   1. Process - name of current process (in case of non-linear processes it may show more than one process)

      1. if there’s at least one pending/in progress stage, it shows its name,
      2. if there’s no pending/in progress stage, it shows completed process,
   2. Stage - name of current process stage (in case of non-linear processes it may show more than one stage, but it shows only one stage within a process - just first in the order).

⚠ To enable or modify your WIP Report, please contact Archdesk Support Team.

Now it’s possible to export all Purchase Order items to CSV report. This report includes, in each row, the Purchase Order items data presented alongside parent Purchase Order details.

• Financials → Purchase Orders → Export → Export items to CSV - exports items from all purchase orders that the user has access to,
• [select project] → Purchase Orders → Export → Export items to CSV - exports items from all purchase orders the user can access, limited to purchase orders connected to the selected project. 

We've implemented greater granularity, increasing flexibility in creating and defining access for organizational structures to project data.

The improvements include:

1. Defining conditional View / Edit access to projects managed by other structures,
2. Allowing for Managing projects beyond the main structure/branch,
3. Introducing a dedicated access setting to specify which structure can Delete projects.

⚠ To modify access rights of your company structures, please contact Archdesk Support Team.