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Release 21.02.100

In this release, we've supercharged Reports, improved collaboration in the Viewer, added configurable Mail statuses, and made enhancements to Field and Mobile.

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This release is for you if you:

  • Want to take your reports to the next level
  • Need more flexibility to define your mail processes
  • Collaborate on document reviews with the online viewer
  • Are a Field admin who frequently creates similar inspection templates
  • Have an outdated version of the Model Coordination Plugin
  • Integrate with our API and want more data

Release dates

We'll start the release on February 24, but it depends on what instance your project is on. Some items will be released during the 30-day release cycle. View schedule

Release locations

All instances.

Mail

What's new

Configurable mail statuses for clearer process end terminology

Get greater control of process-end terminology used across your project and make it easier to understand when a mail-based process has been completed. We've added a Mail Statuses screen in Project Settings, where you can view and configure mail status labels for the entire project.

The following default mail status labels can now be configured:

  • Responded can be changed to Answered, Completed, or Closed.
  • Closed-out can be changed to Closed, Confirmed, Accepted, or Agreed.

Note: Changing a status label will update the label for ALL mail and all organizations on your project (both historic and future), so make sure you communicate this change well in advance to avoid confusing your project members. This includes exported reports. If you decide to return to using the default labels of Responded and Closed-out, they will similarly get updated everywhere they're displayed. We recommend you consider changing a default label status once you've configured end-of-process mail types for your important mail processes. 

Learn more about managing mail on your project

mail status

Configure mail statuses in project settings.

example of updated mail statuses in the project

An example of updated mail statuses in the project.

Viewer

What's new

Review and collaborate with confidence. Autosave and publish your viewer markups.  

We've all been there. You've shutdown your computer after a busy day, but did you remember to click save?

Now we'll automatically save your markups while you work - no need to worry! If you leave the screen for any reason, your markups, comments, and review outcome are right there when you come back, ready for you to continue. 

We've also added improvements for reviews that have multiple reviewers in the same step. You now have the option to Publish your saved draft so other reviewers in the step can see your markups and comments too. 

On submission, you'll receive a message if other reviewers have saved markups that they haven't yet published for you to see. In this case, you'll need to contact them and ask them to hit the publish button. Alternatively, you can choose to overwrite their markups with your own. 

Note: If you are submitting in List Mode, you must publish your markups.

Learn more about publishing markups

publish markups in the viewer

Improvements and fixes

  • We’ve updated visuals in line with our new color scheme, including new icons for file replacement and online viewer in List Mode.
  • The little triangle dropdown menu has changed into a three dot menu. We've also added an option to see document review history.
  • You'll notice Open has been replaced with Download in the new dropdown menu. There's no change in functionality here - the function downloads the file, rather than opening it. This also keeps it consistent with the document register.

Document Review List Mode before and after

Document Review List Mode before and after

Mobile

Improvements and fixes

Enhanced filters to find Drawings and Inspections

mobile filters

Field

What's new

A faster way to create checklist templates

A new copy feature makes it easy to create a new template from an existing one. Hover over the template you want to duplicate, and click Copy. All items in the checklist template are copied, so you can quickly make changes and Publish.

copy templates

Improvements and fixes

Expanded issue types - up to 75 issue types now available on your project.

Models

Improvements and fixes

Link Models to Design Issues in bulk

With the addition of the Related Models filter, you can now find all issues that are not yet linked to a model. After applying your filters, use Bulk edit to link models to multiple issues in one go.

Importing from Revit or Navisworks? Make sure you have the latest plugin.

The latest version of the Model Coordination Plugin is 21.1.0. All previous versions of the plugin will be retired in the near future. If you're using version 20.9 of the plugin, you must download the latest version directly (it will not auto-update).

Cost

What's new

More defaults and reports make it easier to get up and running.

  • Several default distribution curves added at the organization level, so you no longer have to create these manually. New default curves: At Finish, At Start, Back Loaded, Bell Shaped, Concave, Front Loaded, Linear, Three Step and Trapezoidal.
  • Added a read-only security profile that can be used to give viewers access to Cost.
  • Quantity-based Time Phased Data reports are now available at the Organization level.

distribution curves

Improvements and fixes

  • Fixed an issue where retracting an approved payment application (progress claim) would cause double-counting.
  • Improved searching for Mails in the Change Impact Review screen.
  • Visual and usability improvements, including updated fonts and icons.

    Insights

    What's new

    Customized reports your way - (AU1, UK1, and US1 only)
    If you've found our standard reports are not quite providing the information you need, we've given you the power to create detailed customized reports that you can share with your team. Choose from a range of subject areas (such as Mail, Documents, Workflows) and select individual attributes to produce the report of your dreams. Make sure you check out our video guides in the steps below to help you get started.
     

    Create reports in three steps
    1. Create a Data Model to select the data points for the report, such as subject areas, attributes, and filters.
    2. Design the layout of your report using the Online Layout Editor. Advanced users requiring calculated fields can use the Offline Template Builder which requires a plugin to be installed on your computer.
    3. View and Share your report with your project team. 
       
    Choose from the following subject areas:
    • Mail
    • Workflow
    • Document
    • Field Issues and Inspections
    • User Directory
    • Tender
       
    Report Permissions

    Organization Administrators can grant the following assets to provide permission for custom reports. These permission are listed under Insights in Setup > User Role Configuration.

    • 3. Create private report layouts - add layouts to existing reports (cannot create new reports).
    • 4. Create new private reports - create new reports and layouts for yourself only (cannot be shared).
    • 5. Create Project Org reports - create new reports and layouts and share with users from your organization.
    • 6. Create Project reports - create new reports and layouts and share with all users from all organizations.
       
    Printable Reports for Cost - (AU1, UK1, and US1 only)

    If your project is using the Cost module, select Setup > Printable Reports to define and create single record reports. Once defined, the reports can be produced from the corresponding area in Cost. Learn more
    The following subject areas of Cost are available:

    • Change Events
    • Draft Payment Application
    • Payment Application


    Learn more about Custom Reports

    Note:
     Rollout to other instances TBA. See Feature Rollout
     

    Create a custom report

    Create a custom report.

    Create a report layout in the online editor

    Create a report layout in the online editor.

    Improvements and fixes

    Get comprehensive insights for Field Issues and Inspections - (AU1, UK1, and US1 only)

    We've added four standard report layouts to help you solve common business questions.

    Field Issues:

    • Issues Overview - provides an overview of issues in your project and info sliced by issue type and Organization.
    • Issues by Type - detailed view of issues in each issue type. 
    • Issues by Organization - detailed view of issues by each assigned organization.

    Field Inspections:

    • Overview - an overview of inspection and corresponding issues created.

    Setup

    Improvements and fixes

    Our Terms of Service acceptance has been updated to allow for situations where a pre-existing agreement applies. 

    API

    What's new

    Project Fields now available via API. Reduce errors and save time from manual data input.




    Release schedule

    We take a staggered approach when rolling out features and improvements to each instance. This means that on the release date, you may not see all updates immediately. Features are progressively rolled-out over a 30-day period, starting from the indicated release dates below.
    We can’t guarantee a global rollout of features across instances within the same timeframe. Features that are not available on all instances are listed here

    AU1: Feb-28
    AU2: Feb-24
    CA1: Feb-27
    CN1: Apr-15
    EU1: Feb-27
    HK1: Apr-21
    KSA1: Feb-26
    MEA: Feb-26
    UK1: Mar-1
    US1: Feb-28
    US2: Feb-24


    This information is accurate at the time of publishing and is subject to change without notice.

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