#--- 0.13.8 ---# (Dec 2, 2019) 1. Numerous bug fixes and enhancements from client feedback 2. Can assign to-dos to other people #--- 0.13.7 ---# (Nov 27, 2019) 1. Numerous bug fixes from client feedback #--- 0.13.6 ---# 1. Added tracking of user logins. Can now see last logged in time on any user or user table #--- 0.13.5 ---# (Nov 13, 2019) 1. Client Selections enhancements a. Can now add files as attachments to client selections b. Can now edit client selections individually #--- 0.13.4 ---# (Nov 8, 2019) Bug Fixes: 1. Fixed an issue where holidays and settings would crash if no subscription has been created 2. Fixed an issue where adding a sub/vendor to a client selection would cause a crash 3. Fixed an issue where some template pages would crash if no subscriptions have been created #--- 0.13.3 ---# (Nov 6, 2019) 1. Change orders now display any attachments on the index page 2. Change orders index page now has a summary of the change orders, including changes to client cost 3. Change order line items now take the title of the change order as the default name of the first line item added to the change order. 4. Line item numeric fields now have 0 as a placeholder rather than as their value. This means that the value needs to be entered in, but it also means that the 0 will disappear as soon as you start entering a value 5. Default quantity on line items is now 1 instead of 0 6. Fixed issue where viewing a change order could cause an error #-- 0.13.2 ---# (Nov 4, 2019) 1. Added the ability to take schedules offline. a. Offline schedules can only be viewed by internal users (or anyone who can edit the schedule) b. Anyone who cannot edit the schedule (ie. Subs/Vendors) will see a note letting them know the schedule is offline 2. Bug fixes #--- 0.13.1 ---# (Nov 1, 2019) 1. Added global configuration settings for new user emails. a. Can set custom text for new user emails when the new user is internal, sub/vendor, client 2. Added rich text editor for formatting new user emails and on internal messages. #--- 0.13.0 ---# (Oct 28, 2019) 1. New Settings page a. Allows certain settings to be changed. Currently only allows the text surrounding the signature box on change orders to be edited, but can in future encompass all types of settings 2. To-Dos a. To-Dos work exactly the same as punchlists, except they are not associated with a project. b. Each user can see their to-dos on the home page/dashboard, and will get reminders about to-dos when due. 3. Files module now allows folder structure a. Files can be uploaded and then moved into folders b. Folders can be created, named, and can be nested c. Folders can have permissions applied to them. Permissions are cumulative - that is, if a folder disallows someone from seeing its contents, all of its subfolders will also disallow that person d. Permissions are on a client or sub/vendor basis, i.e. a folder can allow all client users to view and edit its contents, and/or all subs/vendors can view/edit the contents e. All files now have options for viewing/downloading instead of only allowing the default based on file type 4. Forms now warn users when they are unsaved and the user tries to navigate away a. This applies as well to forms on projects and the user trying to change project tabs b. It will also trigger when a user tries to navigate away from the schedule while the schedule is unlocked 5. More information for subs/Vendors a. Subs/Vendors now have more data points i. Internal notes - can write notes about the sub/vendor ii. Active/Inactive - Subs/Vendors can now be disabled which will remove access to projects iii. Can set a user as primary contact, which will display their name, phone, and email on the main subs/vendors list iv. Documents - can upload a trade agreement, workers comp. certificate, and liability certificate. - Trade agreements will trigger a notification to the primary contact asking them to log in and sign the agreement - Signatory status is indicated on the subs/vendors list - The primary contact can also view all documents loaded to their account v. Individual subs/vendors can have their project access overriden from the subs/vendors list page b. Subs/Vendors can now have a maximum number of simultaneous tasks set. When adding one to a task it will alert you if doing so will push them over the limit (this is overridable). 6. Payments can now be made against a project directly 7. When viewing a user you can now resend the welcome email to that user 8. New default logo and favicon Bug fixes: 1. Fixed an issue where projects would no longer appear if a change order had been deleted on that project 2. Fixed an issue where the proposals menu would appear for all users. Now only appears for users who can create proposals, or for clients who have a proposal to review 3. Fixed an issue where a deleted phase would cause the following phase in the list to become unselected 4. Fixed an issue where adding a user to a punchlist item would not grant access to that project for that user 5. Fixed an issue where the logo on the login page was being cut off on mobile 6. Fixed an issue where the icon when saving the site to a mobile home screen looked bad #--- 0.12.0 ---# (Sep 13, 2019) 1. Schedule phases: a. Schedules now can have phases. Each task on the schedule can be optionally added to a phase. b. Phases can be added and removed, as well as toggled on and off. c. When a phase is toggled off, all of its tasks no longer appear on the schedule. d. When a phase is removed its tasks become "unphased". e. Schedule Templates also accomodate phases now. 2. Punchlist upgrades: a. Punchlist items now can have sub-checklists. Each item can be added, checked, or unchecked from the view page of the punchlist item. b. Punchlist items can now have attachements. Attachments can be added and viewed from the view or edit pages of the punchlist item. c. Punchlist items now have internal, vendor, and client notes. 3. Change Order upgrades: a. Change orders can now have attachments. Attachments can be added and viewed from the view or edit pages of the change order. b. New template type for change orders. Allows for additional fields to be attached to every change order, similar to how project or client templates work. 4. Subs/Vendors can now be disabled. 5. Client selections now have a selection deadline and reminder time. Deadlines will trigger alerts to the project manager on the reminder date, and are visible in the calendar widget. 6. Client templates are now split off from project templates onto their own page. 7. Internal users can now impersonate clients: a. When impersonating a client, you will see everything as if you were a user belonging to that client. The profile menu at the top-right will still display your own information, and messaging and notifications are disabled while impersonating. b. Admin users can additionally impersonate any other non-admin user specifically. This aids an admin with troubleshooting or testing, as they can view the system from the perspective of anyone. #--- 0.11.0 ---# (Aug 27, 2019) 1. Client view changes a. Clients no longer have full access to the dashboard. Instead, the link is labelled Inbox and only shows notifications and pinned projects. b. All active projects are now pinned for clients. c. When clients log in they are taken to their first active project instead of the dashboard. 2. Client contact number has been added to the project dashboard tab on projects. 3. Project contact/lead PM contact information and a "send message" button have been added to the main title bar of projects. 4. Widgets on the dashboard can now be removed and re-added. 5. Admin users now have a filter on the internal users page to show users who have no access to any subscriptions. 6. Project status can now be changed from the edit project screen. Projects can be un-archived, un-cancelled, and their start and end dates are more dynamic. 7. "unit cost" has been changed to "client cost" on line items. #--- 0.10.0 ---# (Aug 21, 2019) 1. If a user only belongs to one subscription, they will no longer be asked to select a subscription on any of the forms 2. Punchlists have been upgraded to include: a. New fields: title, description, due date, and due time. b. Can now be assigned to any number of users or contractors c. Now have priority d. Now have a reminder value 3. Schedule module has new views: a. List view: displays all tasks in a list b. Agenda view: displays each day and lists the tasks which occur on that day c. List and agenda views can be filtered to show only a subset of dates d. Both list and agenda views also have the ability to add new tasks and edit tasks e. Calendar view now has the ability to add new tasks and edit tasks f. Schedule views now remember which view you were last looking at and will reload the module to show that view by default 4. Budget module now allows you to load line items from an estimate after the fact 5. Several more items with dates now send reminders and are shown on the calendar widget #--- 0.9.0 ---# (Aug 15, 2019) Projects: 1. Projects have a new layout. 2. The weather page on projects has been removed and weather data is now displayed next to the map on the project dashboard 3. Users other than admins now see weather information on their top info bar. This information is based on your current location obtained from your browser (or from your subscription if you decline to allow the browser to see your location) 4. Project dashboard now displays more information, including the total client cost for the project and the most recent time a client accessed the project 5. More video file types are now allowed to be uploaded including mov, avi, and wmv 6. RFIs are now visible to Internal Users regardless of whether they are specifically assigned to them 7. Projects now have a quick link to their client 8. New permissions option for projects. A project can now have permissions overridden manually for each user, so you can grant or deny access to a project easily for internal users and Subs/Vendors. Dashboard: 1. Dashboard widgets are now rearrangeable by drag-and-drop 2. New widgets: a. Projects map – displays all active projects on a map, with the ability to quickly access them b. Projects summary – displays aggregate budget information for active projects Schedules: 1. Schedule Templates can now be imported into projects (no longer only when the project is being created) 2. Project Schedules can now be saved as schedule templates for reuse in other projects 3. Tasks will now default to have their start date be the same as the task above them in the list (they will still use their parent’s start date if they are subtasks) 4. Schedules and schedule templates will now have more dynamic end dates. They will expand to grow based on their tasks. If a project has a task that extends past its own end date, the schedule will indicate that by highlighting the days beyond the project. Schedule templates will simply become longer. 5. Schedule templates now default to be 5 days in length when first created. This gives you more room to start with 6. The Gantt Chart is now more dynamic in height. It will grow to encompass the schedule Templates: 1. Most modules can now be saved as templates, including punchlists, client selections, and schedules 2. Meta field templates are now called “Client and Project Templates” 3. Surveys have been moved in to the templates menu User Management: 1. The User Management page now only shows Internal Users and Admins (only Admins can see other Admins) 2. Client Management and Subs/Vendors Management now show a user table with users of those types. This helps keep the different types of users separate for management 3. Admin users can now be created and edited by other Admins General Updates: 1. Action buttons on the top-right of widgets are now easier to see 2. Mobile login page styling has been updated to look better 3. “Contractors” are now “Subs/Vendors” 4. Users who create other users now receive a notification when the created user registers. This is to help internal users know that their clients have used the system 5. Subscriptions now have a filter to allow you to select by status #--- 0.8.0 ---# (Aug 8, 2019) 1. When a new subscription is added, there are new fields asking name, email, phone number, etc. Additionally, new subscriptions will now create a default Internal User from that information to use as the primary user for the subscription. 2. Internal Users, Contractors, and Clients now see local weather on their dashboard. The system will ask them for permission to access their location, but if they decline, the weather will fall back to the billing address of their subscription. 3. You can now add a project without selecting a client. 4. Timecards can now be marked as billable or non-billable. Viewing timesheets now has a filter option to see only one or the other or both. 5. Disallowed project modules are greyed out instead of invisible. This is based on the tier settings 6. New Purchase Orders module on projects. Will show POs which are linked to that project, and allows you to create new ones linked to the project. POs created on a project also appear on the main Purchase Orders page. 7. New Taxes feature. Allows you to create taxes, set their percentages, and decide if they are applied by default. Line Items now allow you to select which taxes are applied, and budgetary calculations now take taxes into account. 8. Error messages now display a more friendly message, and additionally have a form on the page. The form asks for name, email, and a brief description of what you were doing when the error occurred. None of these fields are required. When the form is submitted (even if empty) we will receive information about the error 9. The basic information module on projects can now be collapsed and will remember if it is so. 10. When creating schedule templates, you can now assign contractors to tasks. Then, when the template is used to create a project, the contractors will be pre-assigned to those tasks. 11. Subscriptions now allow you to upload a logo image. This will appear on the top-left for Internal Users, Contractors, and Clients. Admin users will continue to see the Horizon Site Pro logo. Additionally, if a user is assigned to more than one subscription (which is rare) it will display the HSP logo instead. 12. Each user can now decide which notifications they want to receive by clicking on the top-right icon and selecting “my profile” 13. Holidays are now in place. Subscriptions can set which day each holiday occurs, and the schedules will mark them as non-work days and adjust accordingly. 14. More colours have been added. From the original list of 13, we have added a light- and dark- version to each colour (except black), bringing the total to 37.