Filter by Accounting Period, Import Employees, Confirmation Messages, and More!

Opportunities: Permission to Cancel Opportunity

What is it?

New permission allows you to control which roles can cancel an Opportunity by assigning or removing the permission. 

Business Case: 

Canceling an Opportunity is typically done when an Opportunity is lost or no longer being pursued. It is often up to the Business Development or Preconstruction teams to decide when this is the case. Once an Opportunity is canceled, it is removed from the list of active Opportunities in RedTeam. So it is important to control who exactly has the power to make this decision.

Manage Vendor Invoices: Filter by Accounting Period

What is it?

A new filter has been released for all three locations where you can Manage Vendor Invoices (Vendors Overview, Vendor, and Project) which lets you filter for invoices by your Accounting Periods.

Who is impacted by this update?

Anyone who manages or needs to run lists of Vendor Invoices. Typically Accounting teams and Admins.

Why would you use it?

If your company has already established and set up Accounting Periods in RedTeam, this is a quick filter to locate Vendor Invoices within that specific period, rather than filter by a date range and remember the Accounting Period start and end dates.

How to use this feature?

In any of the three locations where you can Manage Vendor Invoices, click the Filter icon. Under the “Select a Date” option, you can select Accounting Period, and the dropdowns to the right will populate with the active Accounting Periods in your database. To set up and manage Accounting Periods, go to Configuration > Accounting Periods. If your company does not have this option active and you wish to use it, please have your Admin contact us via chat or a Help Me ticket in the Help Center to activate it.

GC on site using RedTeam on their Tablet.

Accounting Transactions Consolidated Logs for QBO, Sage 100, Sage 300, Non-Accounting

What is it?

An update to all Accounting Transactions Logs to consolidate the information and make the overall look and order of the information consistent.

Business Case:

Internally, we often assist users with questions regarding their Accounting Transactions, especially those databases connected to an Accounting API (Sage 100, Sage 300, QBO). These logs are located in the Apps menu for each API, and there is also a log for the databases not connected to any API.

Import Employees from a Spreadsheet

What is it?

You now can import batches of Employees via spreadsheet, rather than entering them one by one to create their profiles in RedTeam.

Who is impacted by this update?

Anyone who creates new Employees in RedTeam. Typically Accounting and HR teams, and Admins.

Why would you use it?

If you have many employees to enter into RedTeam at once, this spreadsheet can make that process faster.

How to use this feature?

First, you must have permission to create new employees in RedTeam. Go to the Employees menu > New icon (+) > Import from Spreadsheet. You will be able to download the spreadsheet template. The template includes instructions in each column header cell and an example in a tab on the spreadsheet. Fill in the required information, then save the spreadsheet to your computer. Then upload this in the same form where you downloaded the template. Any errors will be detected, and you will receive a warning message if fields are missing or need to be corrected. As long as all the information is correct, the Employees will be created from this import. You can find them and update their profiles from the Employees menu.

​​Important note: If your company is using Labor Categories (to check, go to Configuration menu > My Company > Timekeeping and Payroll Settings), you will be required to include these on the spreadsheet. You will be asked to confirm that you have verified this before uploading the spreadsheet for import.

Employees: Confirmation Message Upon Sending Login Credentials

What is it?

A confirmation that appears when Login Credentials have been sent to an Employee.

Business Case:

Not a huge change but significant for those users (and our teams) who send Employee Login Credentials. This gives a clear confirmation that the credentials were sent.

User able to login with sent credentials via their phone.

Contact Verification for the Company to be sent from User Email

What is it?

An update to the email address when a Contact Verification is sent.

Business Case:

This change prevents our teams from receiving email responses to the Contact Verification email when a recipient clicks reply on the email notification.

Import Companies: support email accounts with Plus signs

What is it?

The ability to include email accounts using a plus sign (e.g., bob+construction@email.com) when importing via the Companies + Contacts spreadsheet.

Business Case:

Some contacts may use this syntax of email address which we previously restricted. The change expands the options for emails that can be imported when loading new Contacts.

View Request For Correction: Display RFC Item ID Number

What is it?

When viewing and sending a Request for Correction with multiple RFC Items, the ID number that is automatically assigned to the RFC upon creation is referenced next to the Item.

Who is impacted by this update?

Anyone who creates and sends Requests for Correction. Typically Superintendents, Project Managers, and Project Engineers.

Why would you use it?

To quickly reference the ID number found in Manage Requests for Correction, so you know exactly which items are being included in the Request.

How to use this feature?

Go to a Project > Home menu > Requests for Correction > select Type > View icon > Request For Correction. On this view, you will see the RFC Item ID next to each Item included in the Request. You can also click the blue view icon next to each RFC Item to open the View.

Progress Billing (RedTeam Format): Updates to View

What is it?

If you use the RedTeam Format for Progress Billing, you will notice a change to the View. It now includes a breakdown of the Original Contract amount, the Net Change by Change Orders, and the total revised Contract Value. This change will apply to the new Progress Billings you create following this release.

Who is impacted by this update?

Anyone who creates and manages Customer Billing. Typically Project Managers, Accounting teams, and Admins.

Why would you use it?

If you prefer a simple Progress Billing form instead of the AIA Formats that RedTeam offers, you may want to use the RedTeam Format.

How to use this feature?

To use the RedTeam Format, create a new Progress Billing or Edit and existing Draft Progress Billing and change the Billing Format to “Progress Billing” in step 1.

Customer Billing: Display the Full Invoice Number (Form and Manage)

What is it?

A change to the Invoice Number field when creating or editing a Customer Billing that displays the full Invoice Number.

Who is impacted by this update?

Anyone who creates and manages Customer Billing. Typically Project Managers, Accounting teams, and Admins.

Why would you use it?

You can use this to quickly see what the full Invoice number sent to your connected Accounting System will be before the transaction is sent and appears in the system, such as QBO or Sage.

How to use this feature?

Create or Edit a Customer Billing by going to a Project > Billing tab > New icon (+) OR Edit and existing Draft Billing in the list. Invoice number is the first field in step 1 of the form.

Working remotely on laptop.

Sage 100+300: Metadata Upon completion (Header + Lines) for Vendor Commitments and Vendor Changes

What is it?

A change to the way metadata is posted for Commitments and Vendor Changes being sent to Sage (applies to databases connected to Sage 100 and Sage 300 only).

Who is impacted by this update?

Anyone who creates and sends Vendor Commitments and Vendor Change Orders to Sage. Typically Project Managers, Accounting Teams, and Admins.

Why would you use it?

To better understand when a Commitment has fully posted to hh2 with all Commitment lines.

How to use this feature?

You can see the updated metadata by going to a Project > Buyout tab > click Log icon. This metadata will apply for Commitments sent following this release.

Commit RFIs from FieldShare App

What is it?

The ability to Commit a Request for Information (RFI) from FieldShare. This gives even more functionality to manage RFIs from the field, as users can now create and Commit the documents, so they are ready to be sent to the recipient(s).

Who is impacted by this update?

Anyone who approves Progress Reports by Committing them. Typically Project Managers, Superintendents, Operations Managers, and Admins.

Why would you use it?

Often the Commit option indicates that a Progress Report has been reviewed and approved by a supervisor or Project Manager. Previously this had to be done by logging in to RedTeam on a web browser. Now, users who do this approval via Commit may do so in the field or wherever they are using the FieldShare app.

How to use this feature?

You must have Permission to Commit Progress Reports and have the latest version of the FieldShare app downloaded on your mobile device. Log in to the FieldShare app and go to Projects > Progress. You may select one or many Progress Reports using the checkboxes. The Commit button will appear at the top once you have selected at least one Progress Report.

Other Minor Updates

Speed Optimization: Commitment Forms – Speed optimization for faster loading of each step in the multi-step form for Vendor Commitments and Vendor Changes in the Buyout tab.

Speed Optimization: Dialog Documents Form – Speed optimization for faster records loading in the multi-step form for all types of Dialog Documents (RFI, FYI, FOI) in the Dialog tab.

Speed Optimization: Budget Lightboxes (Actuals, Open, At Risk etc.) – Speed optimization for Budget lightboxes in all versions (Manage Budget by Cost Code / Scope / Phase / Division).

RT Architecture Optimizations: Isolated Services – By deploying existing TeamActivity infrastructure and functionality as isolated Platforms and services, we can redirect traffic from heavy requests and control bottlenecks that slow down processes in RedTeam for all users.

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