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2018 Mid-year Release Roundup

Welcome to the mid-year Release Roundup for 2018. In this edition, we’ll take a look at some of the biggest new features that help you save time and add more structure and insights to your projects.

Mail

  • The Mail Approvals page has been improved allowing you to see the mail number and subject straight away.
  • Email notifications were enhanced and now provide, depending on the mail type and project configuration, a detailed summary and a direct link to Aconex. This means you can access and approve your Aconex Mail tasks faster. 

       Administrators can save everyone time by setting up the following:

  • Response Required: Adding Response Required to selected Mail types means users are prompted to select a Respond by date before a mail can be sent. This is especially useful for time-critical Mail types, such as Action Items, as it ensures queries are responded to on time. Note that this isn’t applicable to Transmittals.
  • Mail Type Rules: Specify which Mail Types can be used to start, forward, or reply to mail. This eliminates unnecessary choice and facilitates easier mail search.
  • Restricted Fields:  Add confidential notes within certain Mail Types. These are notes and comments on mail threads, such as cost and time implications. These are only viewable by members of your own organization.

Documents

       Document controllers (of the project-owning org) can help their team by setting:

  • Related Items - linking documents in the register to provide better visibility and tracking of important information. This will make it easier to see historical data in its correct context. Unfortunately this feature is not currently available on the HK 1 instance of Aconex. 

       Administrators can easily apply consistent rules:

  • Apply the same access rules across documents and mail through Document Access Control to create and maintain consistency. 

       Watch the following video to see Related Items in action:

Insights

  • Insights shows how your key processes are performing across all your projects quickly and easily. For example, you can quickly see what is happening with your RFIs, and find out who or what is holding them up. They can be accessed through the Reports module and your Tasks page.
  • The new Field Checklists view in Insights shows you the progress of site inspections at a glance. It includes a view of all checklist types, how often they’ve been run, and the number of issues reported across the types. You can also group checklist types by category and show issues by their closed or open status.

       Here’s a great how-to video to guide you through using Insights:

Field

  • Did you know that the Issue type limit has now been increased from 20 to 50 in the latest version of Field?
  • You can now filter Issues by Project fields in both List and Grid views in Field desktop. The filter can then be used to export Issues to PDF, Excel and CSV files.
  • In Field desktop, Issue locations in List and Grid views are now editable, and Issue Photo layouts have been enhanced with the ability zoom in/out and some meta data changes.
  • Users of Field for both mobile app and web can now search for inspections by their title. The search results can be filtered by “ME” and will only show the inspections you’ve created that meet the search criteria.

       See what you can do with it below:

Models

  • If your organization uses Building Information Modeling (BIM) on a project, you can view and navigate models in Aconex without the need for specialized software. And with the updated Models viewer, you can now use all modern browsers to get the full experience without leaving Aconex - there’s no plugins to install, and models load seamlessly.
  • The entire project team has the ability to federate, markup and coordinate models. The latest features including:
    • Full integration with the Document Register, making it easier to share your models.
    • Sending mails from within the project models, providing additional context to RFIs and design queries for faster resolution.
  • New filtering tools allow you to find and order your model stack list by name or date, making it quicker to locate your model stacks.
  • Measurements make it easier to identify precise distances between objects and areas within your models, reducing the time needed to find information and respond to queries.

       Take a look at how it works:

Cost

When users need to collaborate on the cost worksheet with another organization or give contractors access to forms to complete their assigned tasks, they can do so using the Shared Cost Workspace feature. With Shared Cost Workspace you can give users access to a subset of the existing forms and functions in Cost.

The Cost Workspace Collaborator License type is for organizations that are working on behalf of other organizations, and is assigned by the Aconex Administrator as required. When the License type is assigned to an organization, the following security profiles are automatically created:

  • Cost Workspace Collaborator
  • No Access
  • Organization Administrator.

The Cost Workspace Collaborator security profile gives the user permission to enter other org’s workspaces and adds the Cost tab for the user to navigate to those other Cost Workspaces.

We’ve also improved Cost’s general layout and styling and updated the translations.

Packages

When you’re checking a range of packages, you’ll typically use filters to narrow down your search. Now you can save search criteria and easily find packages again, without having to re-set the filters every time. You can also share the saved searches with your organization or across the whole project.

Package Transmittal History shows if the most recent package version has already been sent. To do this in the past you’d have to go into the Mail Module, filter by Package Transmittal and then try to find the right one – so this makes life much easier.

Ok, now you’re up to date with the biggest releases since November 2017! We hope you find the new functionality makes your workday easier, and have discovered some new time-saving tips and ways to help you work more effectively in Aconex.