What's New in 2018-R8
An early release of drawing management for mobile. In addition to drawing management and document viewer enhancements for the web, drawings can be linked to project management processes such as Issues and RFIs. Mobile enhancements include a round out of mobile submittals features.
An initial release. Reference approved drawings from the field or on-the-go from an iOS, Android or Windows phone/tablet. The extended project team can view drawing sets along with markups made in the web. For instructions on accessing drawings from the mobile application, see View a Drawing with Team Mobile.
Drawing Management Enhancements (web)
- Bring markups forward – Preserve markups so that new revisions of a document won’t overwrite markups made on previous versions.
- Share drawings by email – Collaborators receive an email notification with links to selected drawings.
- Sheet history – Easily access all previous versions of a drawing.
For details on how to share a drawing, see Share a Drawing.
For details on how to view the history of a drawing, see View History of a Drawing.
Link to drawings (web & mobile)
As project management processes are location centric, drawings can be linked to RFIs, Issues and Submittals. Rather than having to switch features, collaborators can now easily access a drawing to visualize the physical location directly from the details screen of the item in question. For instructions, see Add a Drawing to a Work Item.
Submittals Enhancements (mobile)
- More details – More metadata such as recipients, dates, and history is visible.
- Comments – View/add comments from a mobile device.
- Edit links – Open a submittal in the web to edit or take action on a submittal.
For details on adding submittal comments, see Add a Comment to a Work Item with Team Mobile.
For details on opening a submittal in the web, see Open a Submittal in the Web using Mobile Viewpoint Team.
Document Viewer Enhancements (web)
- View Microsoft documents in a browser – .docx, .xlsx & .pptx documents don’t have to be downloaded. They can instead be opened natively in a browser.
- Text search – Search for text within a document.
- Viewer modes – Customize how you wish to view documents. View as single page or multi-page continuous/non-continuous.
- Thumbnails – Use thumbnails to navigate through document pages.
- Bookmarks / Outlines – Utilize a document’s bookmarks or outlines (table of contents) to move through it.
For descriptions of the PDF viewer options, see Document Viewer Options
- Status codes – Project Editors can reduce clutter and confusion by curating a list of enterprise status codes for a project. Collaborators can no longer add them on-the-fly. For instructions on adding status codes or copying them from another project, see Add Status Codes to a Project or Copy Status Codes from Another Project.
- Delete RFI Responses – Project Editors can cleanup communications (for example, delete an email out-of-office reply from an RFI).
- Improvement to how submittals review days auto adjust – The Default Days to Respond setting designates a window in which a Submittal response must be made. Missed deadlines impact the amount of time given to the next person in the workflow, so dates auto-adjust so that all parties get their allotted time. If a Due on Site date isn’t specified, dates will fill-in based on Default Review Days from creation. Additionally, if dates auto-adjust past the Due on Site date, they are red/bold so as to alert to the risk.
- RFI responses – A new column lets you view responses in the RFI grid.