Project rule to enable multi-user project editing (turns on for all users)

Multiple users can edit projects at same time

Project changes are saved instantly on SI Server and can be refreshed by other users editing projects

Automatic project refresh from SI Server every 3 mins or before any update action in project

Files for projects (Visio, AutoCAD, etc.) are checked in and checked out and have Undo Check Out and Force Undo Check Out functions

Users can edit separate Visio and AutoCAD files for the same project at the same time

Project Revisions are uploaded to SI server instantly

Project Change Orders, status changes, and approvals are saved to SI Server instantly

Project Changes made in Visio/AutoCAD apply instantly to SI Server

Workflow rules for most criteria run instantly

Ability to view project editing sessions and disconnect users editing projects

Improved Project History

Improved Tax Model to support taxes on labor types

Labor Types can be marked taxable or assigned a specific tax

Avalara Labor Tax Codes can be assigned to Labor Types

Find products and labor items in projects not in catalog and update to catalog with option to open project

Add Cost, Cost With Tax, Margin and Markup fields to Change Order views

Ability to re-order items in Project Editor

Project Item order can be stored per grouping (supported groupings: no grouping, Location, System, Location and System, System and Location)

Project Item order is respected in Project Editor (Items view and Item Summary view) and Client reports

Allow for duplicate location names in project if location number is different

Add option for Location Number to display with Location Name as a Prefix or Suffix

Allow Labor Cost to be updated in Approved Projects

Project rule to lock labor cost for installed items in an approved project

Catalog field to “Lock cost in project” which prevent cost update for Products/Labor Items in Projects

Project Gantt Views can be exported to Microsoft Project (requires Microsoft Project)

Gantt View is a modeless window

Add Specific Manufacturers filter to Calculated Items

Add Permissions for Approving Internal and External Change Orders

Add permission to create project specific systems

Improve speed of opening item editors in Project Editor

Improve layout of Report Definitions Dialog

Add Price Type field to project price compare with catalog dialog

Add Installation Cost and Average to bottom of Project Editor

Respect Client Filter in Project Explorer Archived View

Add Option to exclude Labor Items from Compare Item Validation

Allow for creation Gantt View Templates not tied to any specific project

Gantt templates support tasks with durations, predecessors, successors, lags, and milestones.

Gantt templates can be inserted into Project Gantt Views

Add Picked, Installed, Serial Numbers and Mac Address fields to Service Order Items and Service Order Site Items

Add Custom Fields for Time Sheets

Add Project Manager field to Task Explorer

Add Resource Email to Time Sheet Editor and Time Sheet Explorer

Improve Resource Conflicts Form to include Client, Project, and Project Number

Improve Task detail sub-report data source to make reports easier to customize

Improve Purchase Order Project Updates process to track items on cancelled purchase orders and draft purchase orders

Track “Quantity On Order” field for Products, Labor Items and Bundled Cable in catalog

Purchase Order to open on Summary sub-tab

Improve Item Receipt layout and behavior

Allow Contact Address to be selected on Service Orders, Tasks, Purchase Orders and Projects

Add Vendor Primary Contact Data Fields to Purchase Order Reports

Allow System to be set at Catalog-level for Labor Items and carry over to projects

Allow System to be set at Catalog-level for packages and carry over to projects

Add "Products in different location/systems" setting for packages to Catalog and carry over to projects

After doing mass update "Publish to Mobile Install" field should prompt to publish site items to Mobile Install

Mass Update for SI Users

Add Setting to not prompt non-Administrators for SI Client Updates

Add option to not display SI Server IP address on email notifications

Azure Active Directory Settings to Map Azure Security Groups to SI User Groups and Roles

Change Display Order for Custom Fields for Mass Update for Items to follow custom field order

Upgrade Rtf controls to latest version for better speed of Rtf editing

Add IP address to server exception logs when login failed with incorrect username or password

Add "Name" field from Server Profile in the Connected to Server Display

Support Azure Load Balancers running multiple SI Servers for larger and more scalable SI server installations with managed Azure SQL instances and Azure Blob Storage

Make SQL Server 2025 default for fresh v24 server installs (SQL Server 2025 Express increases max database to 50GB from 10GB)

Allow SQL Server databases to be backed up in the new Bacpac format (useful for remote databases and Azure databases)

Support Custom fields in Time Sheets

Support Installed, Picked, Serial Number and Mac Numbers in Service Order items and site items

Prompt user to add site items when service order opened for editing

Improved services from SI to handle larger files for Mobile Install File upload

Change Default Timeline for Mobile Install to This Week

Export time sheets from MI in chronological order

Improve Labor Items Display for QuickBooks Estimate Form

API : POST New Vendors API Endpoint

API : Update Vendors endpoint

API : Automatically Import Tasks via SI server automation

API : Add fields Client, ClientNumber and ClientPONumber on POST/Project/Update

API : Deleted Catalog Items. Automated catalog export to add option to indicate deleted items

API : POST Create/Task/Custom Fields