Changelog

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

• Improve handling of Timezone difference when selecting times on Field Reviews, Memos, and Meetings

• Several improvements to Rich Text Editors to better align them with what appears on the PDF

  • Add ability to insert images by uploading them

  • Allow resizing table columns and make several smaller tweaks to table editing to make them easier to use

  • Use a new, cleaner font for PDF documents (switched from Roboto in Inter)

• Add graph/widget similar to dashboard ones to billing overview screen on Project Billing page

• Dashboard widgets now better handle custom phases

• Detect and warn users if they are editing the same document on a project

  • Also applies to Inventory > Software Licenses

  • Coming to more areas in future

• Proposal billing type has been renamed to “Phased” to better conform to industry standards

• Allow manually disabling tracking of status on Risk Assessments

• Consolidate Issued for Review percentage status options on Transmittals

• Add description hints to permissions

• Add filtering to Guidelines and Quality Management tables on Project Codes & Guidelines screen

• Add basic avatar upload customisation (zoom and pan)

• Improve Tasks/Memo/Design Review email links to go directly to the relevant item instead of just the project page

  • Also make project name a link to go directly to the project

• Chatbot now remembers previous conversations

• Show a draft watermark over signatures for documents that have not been completed

Users can now quickly attach existing project documents to other documents without having to download and re-upload them.

• Most project documents supported

• Documents show up as a table with a name, title, rev, and link to the document

  • Documents are not merged into the same PDF in part due to size constraints, but more importantly merging a signed document with another document will invalidate the digital signature of the document

  • Only completed documents can be used this way

  • Works similarly to Transmittal documents

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