So far, it has been possible to globally set an automatic scheduling for the whole company. When the automatic scheduling is enabled, the tasks are recalculated based on their dependencies and constraints.

Now, we have also added a possibility to set it on a Programme level. To activate the automatic scheduling on a Programme level, go to Manage Programmes → Settings → Edit → Turn on “Enable automatic task scheduling”.

By default, this checkbox’s value is set based on a global company setting, but user can modify it.

It is also possible to setup certain tasks to be manually scheduled. It means that the task is not re-calculated by Archdesk, even if automatic scheduling is enabled for the Programme to which the task belongs. 

Manually scheduled flag can also be set by MS Project XML import (tag: ). 

We have made it easier to bring detailed data from MS Project XML into Archdesk by allowing custom attributes to be imported as custom task inputs.

Custom attributes from MS Project files are automatically matched with Archdesk custom task’s inputs based on the “Field Name”.

• If they match, the values will be imported directly to the tasks.
• If they don’t match, the system will skip the attribute.

If inputs data type doesn’t fit (e.g., text in a number field), the system will provide a validation error.

This enhancement gives users more control and visibility over task data, improving the integration between MS Project and Archdesk.

We have introduced a new feature that allows users to display task custom inputs as columns in the Programme view. Now, users can configure which of the tasks’s custom inputs they want to see as columns, making it easier to track and manage relevant data.

New introduced columns consist of: Budget, Spend, Planned Time , Spent Time, Cost Category, Discipline, Successors, Predecessors, Scheduling Mode, Constraint Type, Constraint Date, Manually Scheduled, Inactive and custom inputs. All mentioned columns are hidden by default. To enable them, right click on any column and choose “Columns” option to mark columns that should be visible.

Additionally, there’s even more flexibility in how the Programme can be displayed. Users can choose to hide the timeline and focus only on the columns, using either the features list or the arrows button between the columns and schedule. The best part is that the chosen column setup is saved, so it’s ready each time the project Programme is accessed.

Filtering and sorting quote items by both system and custom inputs is now available, making it easier to find and organize items within the Quote. When a sub-item meets the filter criteria, the whole advanced item is shown on the list, including all its sub-items. This means that only single items will be filtered out from the view.

This update provides more flexibility when working with quotes.

We have officially retired the ‘Tender Offer Analysis' functionality from our product, as it is no longer used.

We encourage you to leverage the ‘Analyze Offers’, which offers enhanced functionalities and an improved user interface.

Creating Purchase Orders from Quotes is now easier and more flexible.

See All Quote Items at a Glance
You can now see all items and sub-items from every quote section in a single, expandable table. You can select items/sections using checkboxes or use the 'select all' option.

Sorting and Filtering
The updated table now includes options for sorting and filtering items, adding custom columns, and saving the screen’s setup. This makes it easier to quickly locate and select items, whether by Cost Category, Supplier, or other criteria. To help distinguish between items and sub-items, new fields have been introduced: Parent Item and Type (Sub-item/Item).

These enhancements are also available when adding items to an existing Purchase Order through File → Add Items, ensuring a consistent user experience across different parts of the workflow.

Handling Quantities
When adding items to a Purchase Order, Archdesk sets the Quantity to the Remaining Quantity by default, but this can be adjusted manually. This applies to both individual items and entire sections, ensuring consistency. Previously, the system always used the Total Quantity, so this shift to using the Remaining Quantity for whole sections is a significant change. ⚠

Sub-item Naming
When creating a Purchase Order and selecting items, you now have the option to enable a new setting in the data table called ‘Naming sub-items’. If this option is turned on, Archdesk will automatically include the main item name in the sub-item when generating the Purchase Order. The naming will follow the sequence “Parent Item Name: Sub-Item Name”.

We’ve added several enhancements to the Quote Variations.

Now, you can:

• Add Advanced Item to Quote Variation,
• Add Items from Catalogue to Quote Variation,
• Create/Manage sections directly on the system interface,
• Update Schedule tasks related to Quote - in case variation edits an existing quote item that is related to some schedule task, its data is updated upon Quote variation full approval,
• Quote Variations Column on Project Budget with Total Cost Change values from variations,
• New Excel Exporter (View → Other Formats → Excel Variation Export).

For more details on Quote Variations, refer to the original announcement: Quote Variations - Archdesk Changelog.

With this release, we’re introducing two new options to improve the workspace for the Quote item table:

• Quote Expanded Table View is accessible for section preview in View → Expanded Table View. It allows users to hide quote section details, providing a cleaner and more focused view of their data. User preferences for this view are saved, ensuring a consistent experience across sessions. To exit the expanded view, go to View → Full Quote View.
• The Full-Screen Option for Quote Items is available in the top-right corner of the quote items table. This option maximizes the available workspace, making it easier to manage large amounts of quote data efficiently. Users can also edit data when using Full-Screen.

We’ve added new chart widgets to give your document control team a clearer overview of project documents.

These widgets make it easier to track where documents are in the process and spot any hold-ups. You can now see documents grouped by status, file type, and more at a glance, whether you’re looking at a global or project-specific dashboard.

⚠ To create new Project Document widgets on your account, please contact Archdesk Support Team.

Now, you can define the stock location (warehouse) where the order will be delivered. The stock availability will be updated based on the selected location.

Flow:

1. Select input on Purchase Order.
2. Triggers particular flow, e.g. move Purchase Order from the draft.
3. Stock is ordered/added to a specific location, as defined by configuration.

To learn more about Stock Order automation, refer to the recent announcement: Purchase Order synchronized with Stock change requests - Archdesk Changelog.

⚠ To activate this automation, please contact Archdesk Support Team.