Build Release Notes 2023.1

Table of contents

General updates

Locations

Box

Tender

Field

Handover

 

 

 

General updates

Create charts from headers in a list view

Graphs can now be created directly from the headers in a list view. This will make it faster to create graphs directly from the information you want to have displayed as a graph. 
Once you have created a graph you can click on a specific area to dig deeper into the data. 

Create_charts_from_headers_in_list_view.gif

In the top right corner you can return to the list view by clicking on 'List'. 

 

Locations

Rooms in 3D 

Rooms can now be shown in our Locations module. Simply click on the 'Rooms' button and all of the rooms in the model will become selectable solids. The color legend gives an overview of all the rooms and allow the user to search for specific rooms. This feature will be available in Box Pro and Field Pro. See more in our release video.

01 Rooms in 3D .png

 

Zones button moved

We have moved the zone enabling from the toolbar to the top bar: mceclip0.png

 

Expand all properties

We have added the option to see all properties on an object in a flat list without grouping. mceclip1.png

 

Colors moved to Settings

The color templates have been moved from the toolbar in Locations to the Locations settings.

mceclip5.png

 

Add point clouds building or Infrastructure areas

You can now attach point clouds to a specific building/Infrastructure area in order to get more control on the visualization of them. We have also added the option to include a tag to them.

 It is possible to add this information when uploading the point cloud, or to add it after the upload under the "Edit" option.

mceclip2.png mceclip3.png

Point clouds in a specific location can be categorized by using the 'Tags' option, which will consider the types of elements visible in the cloud, the area or others.

mceclip6.png

At the same time, It is possible to see the full history of the point cloud that were added to the same tag.

mceclip4.png

 

Angle on measurements

When measuring from point to point, the angle will now be displayed for the measurement:blobid0.png

 

"Select all" option for models

For this release we have added a "Select all" option to rapidly turn on all the elements within a building or Infrastructure area.

mceclip0.png

 

Grouping of registrations when zooming out

In order to have a better visibility of registrations, they will be grouped together when zooming out of the focus area. 

If you are looking at one specific area, it will be possible to identify all the registrations individually. 

mceclip2.png

As soon as the view is changed to a broader one, the registrations will be gathered in one group, showing the exact number of registrations in that specific area.

mceclip1.png

 

Add documents to zones

It is now possible to add a document to zones directly from the Box interface. Select the drawing/ document that needs to be added and find the zone option under the "More" menu.

mceclip0.png

 

Infrastructure: Measure tools on map

For this release we have added the measure functionality to the map view.

mceclip5.png

The measure functionality can be used in infrastructure projects to measure distances and surfaces from the map/satellite view along with any other project elements.

mceclip3.png

Box

Revision formatting

When using the Shared- and Published Revision System in Dalux, it is now possible to change the formatting of the values. Instead of having only the revision (including subversions) shown as numbers, you can now use 'Numbers with prefix' or 'Letters':

mceclip0.png

In the example above, the prefix P (preliminary) is used for the shared revision and C (contractual) is used for the published revision.

As a result, the revision columns would then look like this:

mceclip1.png

 

The last formatting option is Letters for published revision. There you also have the option to add letters, that should be skipped in the letter series (this could be letters like I & O which could be confused with the numbers 1 and 0):

mceclip2.png

The letter series will automatically go from Z to AA, AB, AC and so on.

 

Link status to a file area (Files/Shared files & Published files)

If you are working with multiple files areas (Files, Shared files and Published files), It is now possible to link the status to a certain file area:

mceclip2.png

This feature will allow you to manage how and when the different statuses can be used on the project.

The following rules apply:

When the File area is set to All, it allows the selected status to be set both in Files, Shared Files and Published Files.

When the File area is set to Files/Shared Files, it allows this status only to be set in the Files and Shared Files Area. It will not be possible to have files with this status in Published files.

And when the File area set to Published it will remove the option to choose this status while uploading files or when changing the status for files in Files or Shared Files. Only when authorizing/publishing a file, can the published status be selected.

 

In the example you can see here, the statuses A1 - Authorized and A1 - Authorized with comments can not be selected during the upload:

mceclip1.png

However, when creating an authorization workflow towards the published files, the outcome status cannot be the statuses that are limited to Files/Shared files:

mceclip3.png 

Duplicate file flow templates

You can now duplicate the file flow templates:

mceclip4.png

When you are creating a file flow that is almost identical to an already existing one, this feature will save you a lot of clicks.

The duplicated file flow template will copy all settings from the existing file flow, but will per default be deactivated. 

Warning when deleting user groups on active file flow

To avoid files getting stuck in a file flow, we have added a warning when deleting a user group that is on an active file flow:

mceclip5.png

This warning will appear as soon as the file flow is active, so that future files in the file flow will not get stuck in the flow due to an empty step.

Automatic added to 'Notify' in comments

All users that write a message on a comment will be automatically added to 'notify' on the specific comment. Creators of comments will also automatically be added in 'Notify'.


Add "Company" to metadata settings

The metadata Company has always been part of the Box metadata for files, but it has previously not been possible to disable that field, as is was not listed in the metadata settings.

The Company field has now been added to the list:

mceclip10.png

File naming template setting for subfolders shown with exclamation mark

As it is also the case when setting the folder permission for user groups, we now show if a subfolder is selected for a file naming template with an exclamation mark:

mceclip6.png

This makes it easier to find the selected folders.

Select construction site address for print orders

When sending a print order through the distribution lists, you can now select the construction site address per default:

mceclip7.png

The construction site address is read from this field in the project setup (3):

mceclip8.png

It is still possible to select any company address, which is read from this field:

mceclip9.png

 

Multiple choice list field for comments

As a new field type, we've added the List - multiple choice to the comment types:

mceclip3.png

Save comment-filters as group-filters

The group admin of custom user groups can now save comment filters as group filters:

mceclip0.png

This way every user of that user group can access the saved filters:

mceclip1.png

Default filters for comments

The old Inbox has been split into two separate inboxes, being My inbox and Group inbox:

mceclip2.png

The Group inbox is the same as the previous Inbox, whereas the new My inbox only consists of comments where the current user is set as responsible.

Furthermore we've also created a default filter for all comments with an overdue deadline.


Drawing comparison improvements 

Our new pdf engine have been enabled for Version compare on drawings. The result is a more crisp and faster comparison on drawing versions.


Meetings

Templates for meetings

With the templates for meeting minutes it will be possible to re-use the agenda for multiple meeting types.
The templates can be created by the admin in the Field/Box settings:

blobid0.jpg

When creating a new meeting, they can use the template instead of creating a completely empty meeting:

blobid1.jpg

To use the same agenda for meetings across multiple projects, it is also possible to import a meeting template from one project to another:

blobid2.jpg

Edit meeting info and add/remove meeting attendees when meeting is Planned/Ongoing

Previously it was only possible to make changes to the meeting info (date & time + description) and attendees when the meeting was in draft-/agenda mode.

It is now possible to make these changes even when the meeting is planned or ongoing:

mceclip6.png

This allows to remove or add users, if there were some last minute changes in the meeting attendance.

Making changes to the meeting attendees will only send e-mail notifications to the users concerned.

Changing date & time will notify all meeting attendees. 

Meeting items in list view

It is now possible to view the Meeting items in a separate list view and open single meetings items directly from the list:

mceclip4.png

With this list view the user can quickly search/filter/sort through meeting items across all meeting types that the user has access to.

Default view for My meeting items and Overdue meeting items

As part of the Meeting items in list view we have also added two predefined views, one for My meeting items and one for Overdue meeting items.

mceclip5.png

My meeting items will include all open meeting items where the responsibility equals Current user and All.

Overdue meeting items 

Print meeting with linked comments

When printing a meeting that has linked tasks/comments attached to the meeting items, these can now be printed together with the meeting minutes:

mceclip1.png

 

More metadata when linking comments to meeting items

When linking existing comments to a meeting, we now also show the Responsible and Date created columns:

mceclip0.png 

No automatic change of meeting item number

When a meeting item is closed and won't be copied to the next follow-up meeting, the numbers of the meeting items aren't automatically changed:

mceclip2.png

Only when manually moving the meeting items in the agenda, will the numbers be changed:

mceclip3.png

 

Tender

Export list of bidders

As part of the documentation of a tender, it is now possible to export a the list of all bidders:

mceclip7.png

Attach multiple files to Answer and General Answer

When using the Q&A feature in the Tender module, it is now possible to add multiple files to the answers and general answers:

mceclip8.png

Send "Receipt" when a bidder submits a bid

For many bidders it is very important to get a receipt once they have submitted their bid. The receipt will be sent once the tender deadline has passed and can also be requested from the home screen of the tender, but can now also be requested when submitting the bid:

mceclip9.png

 

Field

Quantities

With this release we are introducing the brand new feature Quantities for Field Pro. Go check out the release video here to get a detailed introduction to this exciting new feature.

Quantities_image.png

(Click to enhance image)

 

Attach files from linked tasks when changing the status of a task

When changing status of a task that is linked to other tasks, it is now possible to add attachments from the linked task(s). An example could be that you would like to attach photos to the current task. 

Attach_files_from_linked_tasks.gif

 

Name of checklists fields will automatically be transferred to the subject of the task

This will only work on web and in the desktop app with 2023.1, but will soon be added on mobile as well. The subject can be edited before the tasks is sent to the responsible.

Checklist_field_name_transfered_to_task_subject.gif

 

Links to tasks, approvals and checklists reports from an Excel-export

When making exports of tasks, approvals and checklists, the spreadsheet will include a column with a direct link to the single reports. 

mceclip1.png

This will make it easier to find relevant reports directly from the Excel overview.

 

Approve "Approvals" from the list view

For simple approvals, where the values in the list view is sufficient to validate the approval, they can now be approved/bulk-approved directly from the list view. 

mceclip2.png

 

Associate checklists to workflows in a project standard

Checklists can now be associated to workflows in a project standard. This will ensure that the checklists are associated with the right workflows when a project is created with the specific project standard. 

mceclip1.png

 

Property suggestions when setting up BIM- and Zone property fields

When adding a BIM- or Zone property field to task-, approval- or form templates available properties will now be suggested from a drop down list. 

Property_suggestions.gif

It is still possible to add properties that doesn't exist on the project manually so they can be used for future reference.

 

Add calculation fields under conditions

The calculation field can now be added to conditions on lists in a checklist. If a calculation field is added under a condition it's only possible to use number fields from within that condition and from the root of the checklist. 

mceclip1.png

 

When printing or exporting checklists, users will be notified if they don't have permissions to the associated tasks

To get the associated tasks printed or exported, someone with permissions to the tasks would need to make the print. 

mceclip1.png

 

Planned tests- and inspections will be included in an Excel export

When exporting Test- and Inspection plan registrations to Excel, the planned registrations will now be included in the report. Before this release it was only the started and closed registrations that would get exported. 

mceclip3.png

 

Tasks created on an inspection plan can now change workflow on web

Tasks created on an inspection plan on web can now be created or moved to any workflow, where that task type is available and the creator has permissions to create tasks. This will soon be available on the mobile as well. 

 

Export Test- or Inspection plans from a registration overview

From "All registrations" under Test- and Inspection plans, or from "Show registrations" on a specific Test- or Inspection the overview of the plan(s) can now be included in the export. 

mceclip0.png

 

Export SiteWalk images to PDF and HTML .zip file

SiteWalk can now be exported out of Dalux as in interactive PDF where the 360 images from the path can be accessed at any moment.  In order to export this information, you will need to choose the specific SiteWalk under the capture menu and then select "Export".

mceclip0.png

When the exported file is ready, it will come as a zip file with a PDF and a folder. Open the PDF file to get access to the images. This will show the plan drawing where the SiteWalk took place and a series green markers with a number showing the position of the point in the path.

By clicking on the green dots, it will open at HTML link to view the 360 picture of that position.  From here is also possible to browse all the other images along the path.

ezgif.com-gif-maker.gif

 

File name have been added to the list views in Capture

The file name can now be added as a column in list views in Capture. This can be used to see the file name of the photos and track a photo to a line in an Excel export. 

mceclip0.png

 

New weather provider - Weatherbit.io

As Dark Sky will end their API support on March 31 we have changed to a new weather provider - Weatherbit.io.

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A user group can be used on multiple work packages in Daily Log

This means that one user group will be able to create a Daily Log entry on multiple work packages. 

mceclip4.png

 

New "Linked to tasks" column for apartment administrators

In the different list views for apartment issues, the Apartment administrators can now see if an apartment issue is linked to a task in Field. Simply click on the "+" and add the column "Linked to tasks".

mceclip0.png

 

Meetings

Templates for meetings

With the templates for meeting minutes it will be possible to re-use the agenda for multiple meeting types.
The template can be created by the admin in the Field/Box settings:

blobid0.jpg

When creating a new meeting, they can use the template instead of creating a completely empty meeting:

blobid1.jpg

To use the same agenda for meetings across multiple projects, it is also possible to import a meeting template from one project to another:

blobid2.jpg

Edit meeting info and add/remove meeting attendees when meeting is Planned/Ongoing

Previously it was only possible to make changes to the meeting info (date & time + description) and attendees when the meeting was in draft-/agenda mode.

It is now possible to make these changes even when the meeting is planned or ongoing. 

mceclip6.png

This allows to remove or add users, if there were some last minute changes in the meeting attendance.

Making changes to the meeting attendees will only send e-mail notifications to the users concerned.

Changing date & time will notify all meeting attendees. 

Meeting items in list view

It is now possible to view the Meeting items in a separate list view and open single meetings items directly from the list:

mceclip4.png

With this list view the user can quickly search/filter/sort through meeting items across all meeting types that the user has access to.

Default view for My meeting items and Overdue meeting items

As part of the Meeting items in list view we have also added to predefined views, one for My meeting items and one for Overdue meeting items.

mceclip5.png

My meeting items will include all open meeting items where the responsibility  equals Current user and All.

Overdue meeting items 

Print meeting with linked tasks

When printing a meeting that has linked tasks/comments attached to the meeting items, these can now be printed together with the meeting minutes:

mceclip1.png

 

More metadata when linking comments to meeting items

When linking existing comments to a meeting, we now also show the Responsible and Date created columns:

mceclip0.png 

No automatic change of meeting item number

When a meeting item is closed and won't be copied to the next follow-up meeting, the numbers of the meeting items aren't automatically changed:

mceclip2.png

Only when manually moving the meeting items in the agenda, will the numbers be changed:

mceclip3.png

 

Handover

Analytics for Handover as progress dashboards 

Analytics in form of progress dashboards has now been added. The dashboards are dependent on the user role signed in, and will for Review Managers show insights Assets according to work packages assignees, review statuses overall and task assignment based on work packages assigned:

mceclip0.png

For Responders signed in, the progress dashboard will show insights for Assets based on templates, status, assigned tasks and assignee information relevant for the users assignees work packages:

mceclip1.png

 

Accessing products on the Company Profile from projects

Products are now accessible across multiple Company Profiles for a user, and also no longer dependent on which Company Profile the Handover project is attached to. This enables both Review Managers and Responders to access their own product libraries on their own Company Profiles:

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Products added to the menu of the Company Profile

On the Company Profile, 'Products' have now been added to the main view instead of the previous placement in settings:

mceclip1.png

 

Create Assets directly from products 

Products can now create Assets in Handover by selecting the product while creating the Asset:

mceclip8.png

By clicking the 'Select product' button, it is also possible to select the product directly from the company profile(s) accessible for the user:

mceclip9.png

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Navigating to next or previous product

Navigating to previous and next product has now been added as a feature:

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Cycling is done in the same order, from the opened product as the order of the list view is represented.

 

Excel import with added filtering chips

Upon Excel import, new view chips has been added, to allow for easier filtering and search when validating bulk import of Assets:

mceclip1.png

This also applies for the COBie import, where similar filtering chips are added:

mceclip2.png

 

Search feature added to the deleted assets dialog

It is now possible to search through the list of deleted Assets:

mceclip3.png

 

Product import directly to a work package

Products can now be imported directly from the Company Profile to a specific work package, when assigning these directly to an Asset

 

Added metadata to list view of Products

New metadata columns is now available in the list view of products, showing attachments made to the product enabling filtering, sorting and an overview of possible missing data:

mceclip7.png

 

 

 

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