Changelog

Users can now be assigned multiple rate categories

• Add ability to specify default rate category

• Time entry now include rate category

  • Default rate category is pre-selected to ensure time is still fast for most case

• Selected rate category will now pull through during invoicing with the appropriate rate

Here is a list of recent smaller changes that aim to make Stackd easier to use:

• Add a fallback for users with no avatar to display their initials

• Adjust rich text editors editable area to more closely match the width of the PDF documents

  • This should make it easier to see how text will wrap

• Add the ability to upload images and insert them into rich text

  • Previously users would have to paste an image link

• Add the ability to resize table columns and improved the general editing experience when working with tables

• Add ability to mark subconsultant invoice as unpaid and change status

This release makes risk assessment a document so that it can be reviewed, revised, and templated just like other documents. We also now better support HRPAW Risk Assessments and have make risk assessments less structural specific

• Add Risk Assessment to documents list

  • Support reviewing and revising risk assessments

  • Update risk assessment templates to have more like other documents templates

• Added more rich text areas to help guide risk assessment

• Allow users to change the risk assessment rating/score as needed and override the suggested level of Independent Review required

• Allow turning risk assessment IR completion tracking on or off on a per-document basis

• Allow changing weights for scores

• Expand help and info sections give more examples and help users think of potential factors

Introducing a reimagined way of creating proposals to better accommodate different kinds of projects and make all aspects of proposals more customizable. With improved tracking of expenses and fees.

• Proposals documents are now broken up into sections. Each section supports different parts of a proposals.

  • We now have dedicated sections for Fixed fees for Unit-Rate Fees which allows you to create proposals that are not purely based on hourly fees.

  • Each section has prepend and append wording that can be changed

  • Section titles can be changed

  • Each section can be included in either the proposal “main” PDF, or in a breakdown PDF

    • Section can also be included in both, or neither (for example if we want to internally have a more precise breakdown, but only show the client the total)

  • All previous elements included in proposals have been converted into sections (eg. fee summary, assumptions and exclusions, rate schedule, subconsultants etc.)

  • A section has been added for expenses which replaces the existing expenses column and connects with a new list for General Expense Types (eg. Mileage, Travel, or Hotels)

    • The expense types list can be edited in Global Lists

    • This integrates with invoicing as described below

  • Sections can be freely rearranged

  • Mismatched rates and phases between projects and proposals are now detected and users can update the proposal to reflect the changes made to project rates/phases\

  • The rate schedule section has been updated to make it easier to import from global or project rates

• Wording parts like Terms and Conditions, and Closure have been moved to a new wording section to make it easy to focus on the main parts of the proposals while defaults are used for wording, but can be changed when needed

  • Each section’s prepend and append wording can also be edited from here

• Project phases can now be excluded/hidden from a proposal and phases can be aliased (renamed)

  • The original phase names are still used internally, but the proposals PDFs and Invoice will use the aliases.

• Personnel rates can now be excluded/hidden from a proposal and job titles/rate categories can be aliased (renamed)

  • The original rate category names are still used internally, but the proposals PDFs and Invoice will use the aliases.

• Added a General Expenses section to Time & Expense

  • Users can use this section to keep track of expenses incurred for projects

  • General expense type entries can be marked as billable and/or reimbursable

  • General expense entries can be marked as reimbursed and the billed status is integrated with invoicing

• Invoices now track percentage complete and prior billed amounts for expenses

• Expense are now rolled into Proposal Summary totals when updating from Time and Expense (previously called items breakdown)

• Added a PDF option on Invoices to include an expenses breakdown (similar to the existing timesheets breakdown) for proposal/phased billing

Stackd now supports signing via ConignO for most documents.

• Add signing to Letters, Assessments, Schedules, Site Instructions, and most other documents

  • To get started, open a completed document and under “More actions” click on “Sign Document with ConsignO”

  • Some documents require a placeholder for the seal/stamp to be added when completing the document. This option will show up in the PDF options when completing the document. Instead of using the default signature, change the signature option to placeholder and the document will be signable after completion.

  • For signing Schedules you will need to setup a Document Signing Template with the signature zones. These can be imported from ConsignO desktop. For more information check out the user guide.

  • Documents are signed using your default signature and stamp on your user profile section under “Signatures, Stamps & Initials”

• Allow multiple users to sign the same document if there are multiple seal placeholders/sections

• Document Signing Templates and Prefilled Templates have been pre-populated with commonly used defaults

  • Feel free to delete any that are not relevant

Here is a list of recent smaller changes that aim to make Stackd easier to use:

• Add ability to filter Projects by Design Scopes

• Add ability to view Transmittal PDF after it has been sent

• Add Permissions responsibilities for Engineer or Record, Engineer in Training, and Project Manager

  • These are no longer tied to specific roles which means we not also allow deleting and renaming roles that were previously protected (because they were tied to specific responsibilities)

• Add initial support for multi-block/multi-building projects

  • Can specify Project as Multi-building during create or edit

  • Add ability to view, create, edit, and delete buildings on Project page (only when Multi-building is turned on)

  • Basic support for buildings in certain docs

    • Support for more docs and better integration of buildings is coming

• Simplify project tag groups

  • These are no longer linked to a discipline which makes them more versatile and easier to use

  • If two tags with the same name under different groups is selected we now prefix the tag name with the group name

• Make dashboard timesheet breakdown pie chart colours consistent for different categories

  • This makes it easier to visually compare them

• Swap the contact and client fields on project create and edit pages

  • This now has a more natural flow

  • Contact is now also optional which makes it easier to quickly create projects and fill in the details later

  • Show contacts for selected client at the top of the list

• Add ability for users to reset their own password

  • Can be turned off via a setting

• Add email notifications for Milestones

  • On creation (sent to all assigned users),

  • On update (sent to newly added users only)

  • On completion (sent to all milestone users, including the submitter)

• Personnel KPI Report Enhancements

  • Move columns to improve visual flow

  • Add 'Total Hours Worked' column

• Add Overhead hour breakdown per employee to the Personnel report as a new sheet

• Show Project status on project billing page

• Automatically refresh Collaboration Hub

  • Makes it easier to see when new items arrive

• Add a general notes section on clients

• Add ability to change Branch and IR Completion status directly from Project Quick View

• Add filter for project coordinator to project billing page

• Add a link to Stackd User Guide (https://user-guide.stackdsolutions.ca)

  • Book icon in bottom-left corner, below user profile

  • We are still actively working to flesh this out, any feedback is welcome

• Add an Assistant AI Chatbot

  • Trained on User Guide to help new users learn to use Stackd

  • Trained on EGBC PDF documents to help with finding references

• Add a way to report issues or suggestions from inside Stackd

  • Ticket icon in the bottom-left corner, below user profile

  • Can submit an issue or idea

• Add a way to view what’s new in Stackd

  • Includes items from this changelog

  • Will automatically show when new features are added

  • Includes a link to subscribe the our newsletter which contains a monthly summary of updates

This release includes several features to make common actions in Stackd faster and easier.

• Add Project Quick Navigate

  • Shows up as a # symbol next to the “Projects” menu item on the left

  • Clicking on this (or pressing the keyboard shortcut ctrl+space) opens a way to quickly enter a project number to navigate to or select from a list of recently visited projects

• Timesheets time entry improvements

  • Add ability to delete timesheet entries (would have to enter 0 hours in past)

  • Add ability to change all parts of a timesheet entry including date and project

  • Split SCRN selection out of Phase and into its own select (only applicable for Projects with an SCRN)

  • Add discipline to the project entry list (defaults to top internal discipline in global list)

    • This now used to correctly populate discipline for timesheet entries during invoicing

  • Remove the need to first add a project or overtime category before adding time to them

    • Clicking add Project Time or add Overhead Time now just let’s you select the Project/Overhead Category and add time in one step

  • Add ability ability to add time directly from the project page

  • Add setting to disable requiring users to first submit the previous timesheet before adding time to a subsequent one (Timesheet Require Submit Previous)

  • Better support multiple timesheet entries on a single day

    • Hovering over the total time for a date will show the entries in a pop-up

    • Clicking on any of these entries will edit them

    • Clicking on the “Add New” entry will start adding a new entry for that project

    • Clicking on the total time will always edit the most-recently added entry for that date

    • Indicate the number of entries (if more than 1) for a date under the total hours

  • Allowing viewing existing timesheet entries for submitted timesheet periods

• Add 2 Factor Authentication (2FA)

  • Users can enroll in 2 factor authentication to make login more secure

  • 2FA is required to view HR Information for users (highly sensitive information)

    • We no longer store any personally identifying information

    • 2FA is remembered for a short duration

  • Add a notes section to HR Information

• Project Tags v2

  • Add a Project Tags to Design Information

  • Project tags belong to a Group

    • Project tag groups can be configured in System > Lists > Project Tag Groups

    • Each group belongs to a discipline which determines where in Design Information the tags show (in the Design Scope section for that discipline)

  • Update System > Tags page to have tabs/sections for Client Tags and Project Tags

  • Allow filtering by Projects Tags on the Projects page

  • Replaces existing Structural building information in Design Information

    • Existing structure data has been converted into Project Tags

• Invoice export

  • Add ability to Export an invoice

  • Only Quickbooks CSV format supported at the moment

  • Add ability to mark invoices as exported and filter by export status

  • Add bulk actions to Invoices page

    • Add ability to Export multiple invoices at once (in a single csv file)

    • Add ability to mark multiple invoices as sent at once

  • Update invoices page to show project information more like project billing page

  • Add ability to change number of invoices per page

  • Make invoices table header and footer sticky

  • Add ability to filter invoices by Project Manager

• Employee and personnel performance reports

  • Added improved KPI reports on the System > Users page under “Reports” (top-left, next to add user)

  • Employee performance report

    • Includes a breakdown of hours for a specified period

    • Includes common metrics like Utilisation Rate and Effective Bill Rate

  • Personnel performance report

    • Includes a summary of employee performance report details for all employees

• Improve user de-activation

  • Add a filter toggle to include deactivated users on Users page

  • Add ability to re-activate users

  • Add a setting and permission to view deactivated users

    • The permission is under System and is called “View Deactivated Users”

      • This also controls if the filter option appears in System > Users

    • The setting is “Display Deactivated Users in Dropdowns”

      • This does not affect the filter option in System > Users

    • Both the setting needs to be on and the permission granted for a user to see deactivated users in lists

    • This is primarily intended for admin users to always have the permission, but only turn on the setting when they need it (to remove a user from a project or similar). The permission prevents other users of the system (who do not have it) from seeing the deactivated users in lists, even when the setting is on. This is done the avoid confusion.

  • Improve handling of deactivated users in several areas

• Improve client delete and restore

  • Previously, only a client with no projects or invoices could be deleted

  • Now, only open invoices will prevent client deletion

  • Existing closed invoices for client will still show in the Invoices lists

  • Existing projects for client will still show in the Project list

  • Add ability to restore a deleted client

• Move Payments Received out of Accounting and Into Invoicing

• Move Sub-consultant Invoices out of Accounting and Into Invoicing

• Add a setting to enable per-client project rates (rates list)

• Add a setting for Field Review Intro

• Add button and setting to break SCRN items into separate lines on proposal invoices

• Increase the max size of invoicing comments fields

• Add ability to rename Roles when editing an Invoice

• Add a bulk action to change Role for selected Timesheet items when editing an Invoice

• Add ability to edit rates when editing an Invoice

  • Includes a bulk action

• Add ability to edit roles when editing an Invoice

  • Only available as a bulk action at the moment

  • Roles can be renamed by clicking on the pencil icon when hovering over the role row

• Add ability to specify the date when bulk marking payments received as deposited

• Add ability to view these changelog entries from inside Stackd (newspaper icon in the bottom-left of screen)

  • Will automatically show after an update with noteworthy changes is released