Table Customization for Project Finance
We’ve expanded table customization tools across Finance tables and introduced more flexible Forecasting options for Quoted and Unit Price projects. These enhancements help you quickly surface the information that matters most without having to repeat your setup every time.
Finance Tables
You can now customize Views and Columns in:
Quoted & Unit Price Projects
Cost
Revenue
Labor Report
Install Units
Forecasting
T&M Projects
Overview
With these improvements, you can:
Show or hide columns
Drag and reorder columns
Save named Views based on how you like to work
Set a default View so your preferred layout loads automatically
Each user’s settings are saved and will persist across projects.
Grouping toggles to the right are not currently incorporated in the saved views functionality.
Forecasting
(Quoted & Unit Price Projects only)
Forecasting is now even more configurable with options to:
Apply Filters
Customize Columns
Adjust row Density
Export to CSV
Save and set custom Views
This gives you more control over how your forecast data is displayed, shared, and reviewed.
“Forecast labor by hours” toggle isn’t included in saved Views.
Auto-Scroll to Errors in Project Setup
We’ve made it easier to spot and fix errors while setting up your project. When you click Save and something needs attention, the page will now automatically scroll to the first field with an error so you can see exactly what needs to be updated, right away.
This improvement helps you:
Quickly locate fields requiring changes.
Reduce back-and-forth searching across multiple sections.
Keep your setup moving smoothly without losing track of what’s blocking progress.
Drag & Drop File Uploads for RFIs & Submittals
Adding documents to RFIs and Submittals is now much quicker. You can simply drag files from your computer and drop them into the upload area. No more clicking through folders for every file.
Where this is available:
RFI attachments
Submittal Item attachments
Submittal Package attachments
You can still upload files the same way you’re used to, but now you have a faster option when handling multiple documents.
Before
New Standard Report: Operations Dashboard
We’ve introduced a redesigned Operations Dashboard that gives you a real-time, high-level view of key performance metrics across your business all in one place.
Use the dashboard to quickly understand:
How your sales pipeline is progressing
The volume and value of quotes and conversions
Activity across service jobs and maintenance commitments
Project performance and financial impact
Labor productivity and utilization
This centralized view helps you keep work on track, ensure resources are used efficiently, and stay ahead of important opportunities or deadlines.
A detailed ReadMe page is included to help guide you through dashboard filters, data insights, and usage tips.
