Desktop / Backend
Version 8.3 Autumn 2023
This release is packed with many small improvements across all areas.
Integrated PDF Viewer / Editor
We were able to integrate a PDF Viewer, where you can easily edit PDF Forms, draw and add signatures directly on any PDF!
Dashboard Improvements
We incorporated a lot of feedback for our dashboards. The key improvements are:
Added a Text Widget
Legends:
Added option to show percentage
Added option to show average (in Time Series)
Enable Dashboards for Time Bookings
Enable Dashboards for Time Terminals
Time Series, Bar Chart, Pie Chart: Add option to set number of groups
Accounting Item Dashboards: Allow to group by Account No
Site Progress: Add Spent Hours and Cost Performance Indicator as source
Add visualisation for one Site Progress Type based on it's activities:
Web Application Improvements
The web version keeps getting a lot of attention. Almost all end-user related operations can now be done in the web version. Only admin related topics like Excel configuration, report design and forms design are still only available in the desktop version.
Added Multi-Column-DropDowns, similar to desktop version
Significantly Improve Performance of the Main Grids
Adding many more operations to match functionality of the desktop version
Just try our web version via https://web.insitelms.net and if you have any feedback for us, please let us know!
Reference Files/Pictures
The new option Reference Files allows you to easily assign already uploaded files to any element.
Add multiple Deviations
If you select more than one element in the main list, you can now choose to add individual deviations per element instead of only one deviation. E.g. if you select 5 lines and use this option, 5 deviations will be created and can be tracked individually.
Employee / Time Tracking Improvements
Several improvements were made to easier manage Employees and Time Tracking:
Add Default Hours on Employee Level. The default hours will be considered when adding new Work Days (e.g. via the Work Day Calendar)
Employees: Anonymize now works when you select multiple rows
Employee Certificates: Add Import function
Time Terminals: Add Last Heartbeat Column to see, if a terminal is online or not
UI for adding automatic Imports/Reports
For admins: If you have automatic imports or reports, the previous XML options window is now an easy-to-understand User Interface. Simply add new configurations (e.g. folders to import) and adjust the settings via these new windows.
Tools
Added Tool Maintenance fields
Renamed Inspection fields to Calibration/Certification
Navigate between Package Items and Project Tools
Report Changes
Report Designer: Show Column Description in Dictionary
On Save the report is now verified and shows errors directly
Added support for custom fonts
Report Viewer: Add option to Merge PDF and save to database
New Report Option: Convert PDF Attachments to Pictures: With this setting all PDF documents for an item will be added as individual pictures per page in the PDFs. Especially helpful for accounting items to display pictures and pdfs in the report, regardless of the uploaded format
Report Button is now enabled in Multi-Project-Mode. However, cross project reports are not possible, but you can print reports project by project now
Show a progress on rendered pages when generating a report
More Changes
Integrated Virus Scanner for File Uploads
Copy Task Template from other Project now includes Files
Export S-Curve Data to Excel File
Site Progress/Manufacturing: Add calculated fields “Progress Updated by” and “Last Progress Modified Date”
Daily Logs: Other Daily Logs from the same date can now be used as inspiration
Task Recurrence: Support months with 29,30 and 31 days
Accounting Item: Link Accounting Items to Purchase Order Items
Rename Claims Module to Cost Impact
Main Lists: If you have grouped columns and click the select all column, the groups are now expanding automatically
Site Progress: Add aggregate function for Spent Hours and Cost Performance Index columns:
These fields are now also available for the dashboards!
Setup Changes
Manage Projects is now integrated into the UserDialog, CompanyDialog, ReportDialog and ExcelTemplateDialog
More setup changes:
Recycle Bin for System Data (includes new rights for it)
Add History for ProjectReportAdded, ProjectReportDeleted, ProjectExcelTemplateAdded and ProjectExcelTemplateDeleted
Edit User Roles: Add filter to only show rights for currently available modules
User Roles: Added Copy button and removed the based-on role on add
Add Right to Activate/Deactivate Users
Add individual rights for Company Module: View/Add/Edit/Delete/Import/Export
Users and Employees: Add a right to anonymize a user/employee
Data Restrictions: Allow to restrict users
Mailer/Excel Configurator: Added field to read e-mail addresses for notifications directly from Excel
Add Copy function for Company
Data Restrictions and User Roles: Order is now considered. Admins can only assign roles that are equal or below "their" user role / data restriction
Import: Support importing of deviation references
New Fields
BoM Item: 5 more CustomTexts
Project: Add Office
Shipment: 2 CustomNumeric
Commodity Code: Add column AreaCode
Purchase Order Item: 2 more CustomNumeric
Last updated
