User Interface

New Action Buttons in Business Processes

The buttons to Save, Submit, and Send business processes have been redesigned for improved clarity and consistent user experience.

For both workflow and non-workflow BPs, the text and drop-down icon for Save, Submit, Send, and Action menu have been replace with buttons.

Non-Workflow BPs

A newly created record will have a button for Save, a drop-down button for More Actions, and a button to Submit the record. As before, both Save and Submit buttons will cause a permanent record to be created in the PB log.

After the record is submitted – but before it has reached a terminal status – available buttons will be More Actions and Edit.

When the status is terminal (or terminated), only the More Actions button will be visible.

Workflow BPs

A record will now have a button to Save Draft, a More actions down-down button, and a button to Send the record to the next step in the workflow.

When opening a workflow record between creation and an end step, the buttons will be labeled Decline, the More Actions drop-down, and Accept.

At the end step of a workflow record, the only available buttons will be the More Actions down-down and Save.

Bidder Records

When a bidder has accepted a bid request, the Submission Status is clearly signaled at upper right. Three buttons are provided for Save, the More Actions drop-down, and Submit Proposal.

After submitting a bid, the bidder will see a confirmation of Submitted status, the More Actions drop-down, and a Withdraw button.

Business Process Logs

Non-Workflow Logs to Show Edit Status

In a non-workflow BP log, a new column indicates whether a record is in edit mode.

When creating and filtering views, you can include or exclude edit records by setting the Show Edit Records flag to Yes or No.

Commitments, Actuals

Show the Total Commitment Value of a Contract

When you select a reference contract in a Change Order or General Spend and route the record to the next step (or save the record), then the Schedule value and the Commit Remaining Balance values are populated from the General Spends SOV.

This provides insight into the current total contract value when submitting a change order or invoice. It also provides visibility into how the new change order or invoice affects the total contract or remaining balance without having to open the SOV sheet.

This enhancement involves two new system-defined linked elements: uuu_scheduled_value and uuu_commit_remaining_balance. A uDesigner develeoper can add these linked elements into any upper form.

Configuration Package

CBS Picker Filtering Support

You can now export changes to CBS Picker query criteria in the Business Process Configuration via Add-on Configuration Package. This is done with Pickers, a new component list item. Changes can be accessed at the destination server, based on the Replace in Destination value after importing the add-on configuration package.

Creation of Component Lists in Import

When a configuration package is exported from one environment and imported into another, the component list of the configuration package can be moved as well. This eliminates the need to manually replicate an incoming configuration package when moving that package to a different environment.

If a component list in the configuration package has the same name as a list in the destination environment, the one in the destination environment will be over-written. Otherwise, a new component list will be created.

Filters

Enhanced Features for Filters in Planning, Portfolio Sheets

Filters in Planning Sheet and Portfolio Sheet views have two upgrades. First, you can use AND or OR operators to match all conditions or any conditions. This allows you to, for example, create a filter to show all rows with date ABC or Short Description XYZ. Second, a data element can now be used more than once within a filter, allowing you to specify, "show all rows with date ABC OR date XYZ."

Cash Flow

Default Filter in Cash Flow

You can now view the following information in the default Cash Flow view:

• All inflow and outflow curves
• All variance data such as Cost Variance and Schedule Variance
• The variance data in the graph

FBS Pickers

Support for Filtering in FBS Pickers

An administrator can define query conditions to filter the list of available codes and categories in pickers. In practice, this allows an administrator to conceal an internal-use fund code from a contractor. It also prevents a user from inadvertently associating a cost with the wrong category.

Integration, Summary Payment Applications

Summary Payment BP Integrations - Synchronized Line Items and Rows

When you add details of partial line items being paid through CSV/Excel or REST services, all line items from the SOV will be added to the payment grid after the creation of the record. This avoid data discrepancy in the Schedule of Values, and represents behavior that is consistent with the user interface.