16 posts tagged with "CMiC"

System-specific:

• Acumatica

  • Added support for writing Projects
  • Added support for automatically using the latest API version available on linked accounts

• CMiC

  • Added support for writing Subcontracts when autonumbering is turned on

• Foundation

  • Added support for writing AR Invoices with retention
  • Added support for reading and writing Purchase Order Change Orders
  • Added support for reading terms on Vendors
  • Added support for reading and writing Timecard Entries

• Procore

  • Added support for current_amount on Budget Line Items

• Sage 300 CRE

  • Added support for reading Contacts
  • Added support for writing AP Invoices in bulk
  • Added support for reading Job Costs

• Viewpoint Spectrum

  • Various performance optimizations, incuding Prime Contracts

• Viewpoint Vista

  • Added support for automatically creating SM Customers when creating Work Orders

• Miscellaneous API Improvements:

  • Added support for SELECT DISTINCT in SQL Passthrough Requests
  • Added support for LIST ROLES and LIST PERMISSIONS in SQL Passthrough Requests to determine a linked account's scope
  • Added an On-Prem Connection Wizard for helping diagnose connection issues with on-prem systems

ERP Sync:

• Autodesk Build and QuickBooks Desktop

  • Added support for writing Budget Line Items from Autodesk Build to QuickBooks Desktop ("Estimates")

• Autodesk Build and Sage 300 CRE

  • Added support for writing Cost Codes and Cost Types from Sage 300 CRE to Autodesk Build
  • Added support for writing Subcontracts from Autodesk Build to Sage 300 CRE
  • Added support for writing Purchase Orders from Autodesk Build to Sage 300 CRE
  • Added support for writing Change Orders from Autodesk Build to Sage 300 CRE
  • Added support for writing AP Invoices from Autodesk Build to Sage 300 CRE

• Procore and Acumatica

  • Added support for writing Projects from Procore to Acumatica
    • Added support for writing Projects to Acumatica with Project Templates
  • Added support for writing Vendors from Acumatica to Procore
  • Added support for writing Customers from Acumatica to Procore

• Procore and Foundation

  • Added support for writing Job Costs from Foundation to Procore
  • Added support for writing Commitment Change Orders from Procore to Foundation
  • Added support for writing Customers from Foundation to Procore
  • Added support for writing Employees from Foundation to Procore

• Procore and Sage 100 Contractor

  • Added support for writing Prime Contract Change Orders from Procore to Sage 100 Contractor
  • Added support for writing Job Costs from Sage 100 Contractor to Procore
  • Added support for writing Customers from Sage 100 Contractor to Procore

• Miscellaneous ERP Sync Improvements:

  • Procore records are now marked as synced with an ERP (via origin_id)
  • Users can subscribe to a daily summary email of all attempted syncs for better error visibility. A description of the most common errors is also displayed.
    • Navigate to the Users page to subscribe
  • Project templates can now be applied with custom logic
  • The data types in the sidebar are now grouped by module
  • Units of Measure can be linked across sytems

System-specific:

• Autodesk Build

  • Added support for reading AR Invoices
  • Added support for reading Change Events ("Potential Change Order")

• CMiC

  • Added support for reading and writing Change Events ("Potential Change Items")
  • Added support for reading and writing Prime Contract Change Orders ("Owner Change Orders")

• Foundation

  • Added support for reading and writing Commitment Change Orders
  • Added support for reading Job Costs

• Procore

  • Added support for reading and writing Expenses ("Direct Costs")
  • Added webhooks support for AP Invoices, AR Invoices, Expenses and Timecard Entries

• Sage 100 Contractor

  • Added support for reading Prime Contracts

• Sage 300 CRE

  • Added support for writing Change Order Line Items in bulk

• QuickBooks Desktop

  • Added support for reading and writing Vendor Credits as AP Invoices

• Viewpoint Spectrum

  • Added support for hire_date and termination_date for Employees

ERP Sync:

• Autodesk Build and CMiC

  • Added support for writing Change Events from Autodesk Build ("Potential Change Orders") to CMiC ("Potential Change Items")
  • Added support for writing Prime Contract Change Orders ("Owner Change Orders") from Autodesk Build to CMiC

• Autodesk Build and Foundation

  • Added support for writing Job Costs from Foundation to Autodesk Build ("Expenses")
  • Added support for writing Subcontract Change Orders from Autodesk Build to Foundation

• Autodesk Build and QuickBooks Desktop

  • Added support for writing Budget Line Items from Autodesk Build to QuickBooks Desktop ("Estimates")

• Autodesk Build and Viewpoint Vista

  • Added support for writing AR Invoices from Autodesk Build to Viewpoint Vista

• Procore and Sage 100 Contractor

  • Added support for writing Subcontracts from Procore to Sage 100 Contractor
  • Added support for writing Purchase Orders from Procore to Sage 100 Contractor
  • Added support for writing Subcontract Change Orders from Procore to Sage 100 Contractor
  • Added support for writing Prime Contracts from Sage 100 Contractor to Procore

• Procore and Viewpoint Spectrum

  • Added support for writing Employees from Viewpoint Spectrum to Procore
  • Added support for writing Prime Contract Change Orders from Procore to Viewpoint Spectrum
  • Added support for writing Customers from Viewpoint Spectrum to Procore
  • Added support for writing Timecard Entries from Procore to Viewpoint Spectrum
  • Added support for writing Job Costs from Viewpoint Spectrum to Procore ("Direct Costs")

• Miscellaneous ERP Sync Improvements:

  • Updated registration and email verification workflow for easier user setup
  • Added support for separate Cost Code, Cost Type, and Sub Job (Autodesk only) syncs
  • Improved support for translating units of measurement between systems
  • Various UI improvements: improved table scrolling, log page improvements, and more

System-specific:

• CMiC

  • Added support for writing Cost Codes
  • Added support for writing Projects

• Foundation

  • Added support for prime_contract_id and prime_contract_line_item_id on AIA Billing AR Invoices
  • Added support for writing AR Invoices

• Procore

  • Added support for reading inactive Vendors

• Sage 100 Contractor

  • Added support for reading email, fax, and phone on Vendors

• Viewpoint Spectrum

  • Added support for writing Credit Memo AP Invoices

• Viewpoint Vista

  • Added support for interfacing Purchase Orders from the PM module
  • Added support for posting AR Invoice Batches

ERP Sync:

• Procore and Sage 100 Contractor

  • Added support for writing Vendors from Sage 100 Contractor to Procore
  • Added support for filtering Timecard Entries by date ranges

• Procore and Viewpoint Spectrum

  • Added support for writing Prime Contract Change Orders from Procore to Viewpoint Spectrum

• Miscellaneous ERP Sync Improvements:

  • Linked records that are no longer accessible in the target system are now marked as "orphaned" for improved visibility
  • Added support for unlinking orphaned records in bulk so they can be synced again

General updates:

• Added default pagination for Foundation, Sage 100 C, and Viewpoint Vista

System-specific:

• CMiC
  • Added support for reading Timecard Entries
• Foundation
  • Added support for writing Subcontracts
• HCSS HeavyJob
  • Added support for authentication with Agave Link
  • Added support for reading and writing Projects
  • Added support for reading and writing Employees
• Viewpoint Vista
  • Added support for reading Work Orders
  • Improved performance on high-volume Prime Contract Change Order operations
  • Improved support for union and prevailing-wage payroll via Timecard Entries

ERP Sync:

• Foundation and HCSS HeavyJob
  • Added support for writing Projects from Foundation to HCSS HeavyJob
  • Added support for writing Employees from Foundation to HCSS HeavyJob
• Miscellaneous Improvements
  • Added support for using Project Templates with Autodesk Build syncs
  • Added support for refreshing data from both systems with a single button, rather than one per system
  • Added support for selecting groups of records to sync. Previously, users were limited to selecting all records or a single record

System-specific:

• CMiC
  • Added support for writing AP Invoices
  • Added support for reading and writing Subcontract Compliances
• QuickBooks Desktop
  • Added support for filters across all unified endpoints
• QuickBooks Online
  • Added support for reading Employees
  • Added support for filters across all unified endpoints
• Sage 100 Contractor
  • Added support for reading and writing AP Payments

System-specific:

• CMiC
  • Added support for reading AP Invoices
• Sage 100 Contractor
  • Added support for reading and writing Customer Contacts
• Sage 300 CRE
  • Added support for reading Budget Line Items
  • Added support for reading Cost Codes
  • Added support for reading Cost Types
  • Added support for reading Customers
  • Added support for reading Employees
  • Added support for reading Ledger Accounts
  • Added support for reading Projects
  • Added support for reading Sub Jobs
  • Added support for reading Vendors
• Viewpoint Spectrum
  • Added support for reading Bank Accounts
  • Added support for reading and writing Timecard Entries
• Viewpoint Vista
  • Added support for writing Tax Basis, Tax Type, and negative retention in the source data for AP Invoice Line Items
  • Added support for asset_hours in Timecard Entries

System-specific updates:

• CMiC
  • Added read and write Change Orders
  • Added read and write Purchase Orders
• Viewpoint Spectrum
  • Added read Items
  • Added read Purchase Orders
  • Added read Subcontracts
  • Added read Tax Codes
• Viewpoint Vista
  • Added write AP Payments
  • Added read Bank Accounts
  • Added write Customers
  • Added write Projects

System-specific updates:

• CMiC
  • Added read Change Orders
  • Added read Tax Codes
• QuickBooks Desktop
  • Removed requirement to include type in query parameter for Items

System-specific updates:

• CMiC
  • Added read and write Vendor Compliances
• Pipedrive
  • Added Webhooks for:
    • Activities, and
    • Customers
• Procore
  • Added Webhooks for:
    • Budget Line Items
    • Change Events
    • Change Orders
    • Coordination Issues
    • Cost Codes
    • Cost Types
    • Drawings
    • File Versions
    • Observations
    • Photos
    • Prime Contracts
    • Purchase Orders
    • Subcontracts
    • Submittals, and
    • Vendors
• QuickBooks Online
  • Added Webhooks for:
    • AP Invoices
    • AP Payments
    • Expenses
    • Ledger Accounts, and
    • Purchase Orders
• Sage Intacct
  • Added "Entity" as a dropdown to Agave Link
  • Added read Cost Codes
  • Added read Cost Types
  • Added read Customers
  • Added read Employees
  • Added read Ledger Accounts
  • Added read and write Timecard Entries

System-specific updates:

• CMiC
  • Added write Vendors
• QuickBooks Online
  • Added "status" for AP Invoices
• Sage 100 Contractor
  • Added read Cost Codes
  • Added read Cost Types
  • Added read Customers
  • Added read Ledger Accounts
  • Added support for Passthrough Requests
• Viewpoint Vista
  • Added read and write Subcontract Change Orders
  • Added Company Code to the "Select a Company" drop-down in Agave Link