Projects and Construction: UI Enhancements

In MYOB Acumatica 2024.2.1, multiple enhancements have been made to the forms related to projects and construction. Also, some UI elements on these forms have been renamed for clarity and consistency.

This topic describes the main UI changes made to forms’ layout and to the UI elements on these forms. The sections cover the changed forms in alphabetical order.

Account Groups (PM201000) Form

The form’s layout has been improved. Also, the Default Line Markup, % box on the Change Request Settings tab has been renamed to Default Line Markup (%).

Allocation Rules (PM207500) Form

The Rate Type and If @Rate Is Not Defined boxes on the Calculation Rules tab have been moved to the Calculation Settings section of the tab. (The Rate Settings section of the tab, where they were previously located, has been removed.)

In the Debit Transaction and Credit Transaction sections on the Allocation Settings tab, the following boxes have been renamed:

  • Task to Project Task
  • Subaccount to Subaccount Mask

Billing Rules (PM207000) Form

In the left pane, the Invoice Group column is now hidden by default. In the right pane of the form, the Invoice Group box has been added to the Invoice Grouping section.

The Rate Type and If @Rate Is Not Defined boxes have been moved from the Transaction Selection Criteria section to the Calculation Settings section of the tab.

In addition, the form’s layout has been improved.

Change Order Classes (PM203000) Form

The form’s layout has been simplified: The Details and Attributes tabs have been removed and the corresponding UI elements are now located in the Summary area of the form.

Change Orders (PM308000) Form

The form’s layout has been improved. Also, in the Summary area of the form, the following boxes have been renamed:

  • Contract Time Change, Days to Contract Change (Days)
  • Gross Margin % to Gross Margin (%)

The Change Request Cost Total, Change Request Line Total, Change Request Markup Total, and Change Request Price Total boxes have been moved from the Summary area to the right pane of the Change Requests tab.

On the Change Requests tab, the following UI elements have been renamed:

  • The Contract Time Change, Days column to Contract Change (Days).
  • The Select Change Requests button (and the dialog that opens when it is clicked) to Add Change Request.

    The Add Change Requests and Add Change Requests & Close buttons in the dialog box have been renamed to Add and Add & Close, respectively.

On the Revenue Budget and Cost Budget tabs, the Select Budget Lines button (and the dialog that opens when it is clicked) has been renamed to Add Budget Lines.

On the Commitments tab, the Select Commitments button (and the dialog that opens when it is clicked) has been renamed to Add Commitments.

Change Requests (PM308500) Form

The form’s layout has been improved. Additionally, in the Summary area of the form, the following boxes have been renamed:

  • Contract Time Change, Days to Contract Change (Days)
  • Ext. Ref. Nbr. to External Ref. Nbr.
  • Gross Margin % to Gross Margin (%)

If a user creates a revenue change order based on a change request, the system now warns the user if any of the following settings were not filled in:

  • Estimation tab: Revenue Task, Revenue Account Group, Revenue Item, and Revenue Code
  • Markups tab: Account Group, Project Task, Inventory ID, and Cost Code

Commitments (PM306000) Form

The form’s layout has been improved. The following elements have been removed from the Selection area of the form:

  • The Vendor, Project Manager, and Related Document Type boxes
  • The Committed Totals section (along with all its boxes)

Common Tasks (PM208030) Form

On the Summary tab, the Progress Billing Base box has been renamed to Progress Billing Basis.

In the GL Accounts for Payroll section on the Summary tab, the following boxes have been renamed:

  • Earnings Sub. to Earnings Subaccount
  • Benefit Expense Sub. to Benefit Expense Subaccount
  • Tax Expense Sub. to Tax Expense Subaccount
  • PTO Expense Sub. to PTO Expense Subaccount

Also, the form’s layout has been improved.

Compliance Management (CL401000) Form

The form’s layout has been improved. Additionally, the following columns have been renamed:

  • Received Date (Vendor) to Vendor Received Date
  • Received from Joint Payee (Vendor) to Received from Joint Payee

Daily Field Report (PJ304000) Form

The form’s layout has been improved. In addition, on the following tabs, buttons have been renamed as follows:

  • On the Change Orders tab: Create New Change Order is now named Create Change Order.
  • On the Change Requests tab: Create New Change Request is now called Create Change Request.
  • On the Progress Worksheets tab: Select Budget Line (and the dialog that opens when it is clicked) is now named Add Budget Line.
  • On the Project Issues tab: Create New Project Issue is now called Create Project Issue.
  • On the Photo Logs tab: Create New Photo Log is now named Create Photo Log.
  • On the Employee Expenses tab: Create New Expense Receipt is now named Create Expense Receipt.

Drawing Log Preferences (PJ102000) Form

The form has been removed from the system. The settings from the form have been moved to the Drawing Logs tab of the Project Management Preferences (PJ101000) form.

Drawing Log (PJ303000) Form

The form’s layout has been improved. Also, the Export Drawing Log command on the More menu has been renamed to Export Drawings. The Current check box in the Summary area of the form has been renamed to Latest Revision.

Drawing Logs (PJ403000) Form

The form’s layout has been improved. In addition, the following commands on the More menu have been renamed:

  • New RFI to Create RFI
  • New Project Issue to Create Project Issue
  • Download ZIP to Export Drawings

The Current Only check box in the Summary area of the form has been renamed to Show Latest Revisions Only.

Enable/Disable Features (CS100000) Form

The Weather Services check box has been added in the Construction Project Management group of features. If this check box is selected, the weather services functionality becomes available in the system.

Expense Receipt (EP301020) Form

The Approval Details tab has been renamed to Approvals.

Equipment (EP208000) Form

The Status box in the Summary area has been removed and its information is now reflected in the Active check box.

Equipment Time Cards (EP308000) Form

The Setup, Run, and Suspend sections, along with their corresponding UI elements, have been moved from the Summary area of the form to the Totals tab.

Photo (PJ305010) form

The Change Photo button in the Summary area has been replaced with the Change Photo button on the form toolbar.

Photo Log (PJ305000) Form

The form’s layout has been improved. In addition, the following commands on the More menu have been renamed:

  • Export Photo Logs to Export Photos
  • Email Photo Logs to Email

Photo Logs (PJ405000) Form

In the Selection area of the form, the following boxes have been renamed:

  • Date From to From Date
  • Date To to To Date

Photo Log Preferences (PJ103000) Form

The form has been removed from the system. The settings from the form have been moved to the Photo Logs tab of the Project Management Preferences (PJ101000) form.

Potential Project Budget Overruns (PM404000) form

The form’s layout has been improved. Additionally, in the Selection area of the form, the Account Group, Cost Code, and Inventory ID boxes have been removed. The Start Date and End Date boxes have been combined into one UI element, the Date Range box.

Print/Email Lien Waivers (CL502000) Form

The form’s layout has been improved. Also, the Received from Joint Payee (Vendor) column has been renamed to Received from Joint Payee.

Pro Forma Invoices (PM307000) Form

The form’s layout has been improved. In addition, on the Progress Billing tab, the Progress Billing Base column has been renamed to Progress Billing Basis.

Progress Worksheets (PM303000) Form

On the Details tab, the Select Budget Line button has been renamed to Add Budget Line, as has the dialog box that opens when a user clicks this button.

Project Budget Forecast (PM209600) Form

The form’s layout has been improved. Also, the Distribute dialog box has been renamed to Generate Forecast. This dialog box opens when a user clicks Generate Forecast on the form toolbar.

Project Issue (PJ302000) Form

The Print Project Issue command on the More menu has been renamed to Print.

The Schedule Impact check box and the Schedule Impact (Days) box have been combined to have a single label, Schedule Impact (Days), with a check box and a box. The box is now always visible; it is available for editing only if the check box is selected.

The Cost Impact check box and the Cost Impact box have also been combined to have a single label, Cost Impact, with a check box and a box. The box is now always visible; it is available for editing only if the check box is selected.

In addition, the form’s layout has been improved.

Project Tasks (PM302000) Form

The form’s layout has been improved. Additionally, on the Summary tab, the following boxes have been renamed:

  • Location to Customer Location
  • Progress Billing Base to Progress Billing Basis

In the GL Accounts for Payroll section on the Summary tab, the following boxes have been renamed:

  • Earnings Sub. to Earnings Subaccount
  • Benefit Expense Sub. to Benefit Expense Subaccount
  • Tax Expense Sub. to Tax Expense Subaccount
  • PTO Expense Sub. to PTO Expense Subaccount

Project Template Tasks (PM208010) Form

The form’s layout has been improved. Also, on the Summary tab, the Progress Billing Base box has been renamed to Progress Billing Basis.

In the GL Accounts for Payroll section on the Summary tab, the following boxes have been renamed:

  • Earnings Sub. to Earnings Subaccount
  • Benefit Expense Sub. to Benefit Expense Subaccount
  • Tax Expense Sub. to Tax Expense Subaccount
  • PTO Expense Sub. to PTO Expense Subaccount

Project Templates (PM208000) Form

The form’s layout has been improved. Additionally, on the Tasks tab and the Revenue Budget tab, the Progress Billing Base column has been renamed to Progress Billing Basis.

In the GL Accounts for Payroll section on the Defaults tab, the following boxes have been renamed:

  • Earnings Sub. to Earnings Subaccount
  • Benefit Expense Sub. to Benefit Expense Subaccount
  • Tax Expense Sub. to Tax Expense Subaccount
  • PTO Expense Sub. to PTO Expense Subaccount

In the Retainage section of the Summary tab, the Use Steps check box has been reworked to be an option button group that include two option buttons:

  • Fixed Retainage, which corresponds to the cleared Use Steps check box
  • Retainage with Steps, which corresponds to the selected Use Steps check box

Project Management Preferences (PJ101000) Form

The form has been completely redesigned and now includes settings for all construction project management documents. The following tabs are now available on the form:

  • Daily Field Reports tab

    The settings of the Weather Services section on this tab are available if the Weather Services feature is enabled on the Enable/Disable Features (CS100000) form. The Enable Weather Service Integration for Daily Field Reports check box has been removed from the section; the weather service functionality is now available when the feature is enabled.

  • Copy Settings tab
  • Submittals tab
  • Project Issues tab
  • RFI tab
  • Photo Logs tab
  • Drawing Logs tab
  • Due Dates tab

Projects Preferences (PM101000) Form

The following boxes are now grouped in the Default Settings section on the General tab of the form: Non-Project Code, Empty Item Code, Empty Item UOM, Default Change Order Class, and Default Quote Template.

Project Transaction Details (PM401000) Form

The Allocation Transactions tab has been added. On this tab, the system shows only project transactions that have the Allocation Transaction check box selected.

The following elements have been removed from the Summary area of the form: the Show Only Allocation Transactions check box and the Account, Employee, End Date, Start Date, AR Doc. Type, AR Doc. Nbr., Tran. ID boxes.

Also, the form’s layout has been improved.

Project Transactions (PM304000) Form

On the Details tab, the Type column has been added to the lookup table that is opened when a user clicks the magnifier button in the Project column. This column indicates the type of the record in the table (Customer Contract or Project).

Also, the form’s layout has been improved.

Projects (PM301000) Form

The form’s layout has been improved. Also, in the Summary area of the form, the following UI elements have been renamed:

  • Currency Rate for Budget to Budget Currency Rate
  • Margin to Margin Amount
  • % to Margin (%)

The following commands on the More menu have been renamed:

  • Activate Project to Activate
  • Complete Project to Complete
  • Suspend Project to Suspend
  • Cancel Project to Cancel
  • Run Project Billing to Run Billing

On the Summary tab, the following changes have been made:

  • In the Retainage section, the Use Steps check box has been reworked to be a group with the following option buttons:
    • Fixed Retainage, which corresponds to the cleared Use Steps check box
    • Retainage with Steps, which corresponds to the selected Use Steps check box
  • In the Billing and Allocation Settings section, the Default Location box has been renamed to Customer Location.
  • The Project Manager box has been moved from the Summary tab to the Summary area of the form.

On the Tasks tab and the Revenue Budget tab, the Progress Billing Base column has been renamed to Progress Billing Basis.

The Project Task box has been removed from the table selection area on the Cost Budget and Revenue Budget tabs.

On the Cost Budget tab, the View Commitment Details button has been renamed to View Commitments.

On the Change Orders tab, the + button has been renamed to Create Change Order.

On the Change Requests tab, the Create Change Request button has been added.

In the GL Accounts for Payroll section on the Defaults tab, the following boxes have been renamed:

  • Earnings Sub. to Earnings Subaccount
  • Benefit Expense Sub. to Benefit Expense Subaccount
  • Tax Expense Sub. to Tax Expense Subaccount
  • PTO Expense Sub. to PTO Expense Subaccount

Rate Tables (PM206000) Form

In the Summary area of the form, the Rate Table box (and the column in the lookup table that opens when a user clicks the magnifier button) has been renamed to Rate Table Code.

Rate Table Codes (PM204200) Form

The Rate Tables (PM204200) form has been renamed to Rate Table Codes to distinguish it from the Rate Tables(PM206000) form.

The Rate Table column on the form has been renamed to Rate Table Code.

Release Pro Forma Invoices (PM506000) Form

The following commands on the More menu have been renamed:

  • Process to Release
  • Process All to Release All

Report Definitions (CS206000) Form

The form’s layout has been improved. Also, in the Default Data Source Settings section, the following boxes have been renamed:

  • Start Acc. Group to Start Account Group
  • End Acc. Group to End Account Group

Request for Information (PJ301000) form

The form’s layout has been improved. Additionally, the Documentation Link box in the Summary area has been renamed to Specification.

The Schedule Impact check box and the Schedule Impact (Days) box have been combined to have a single label, Schedule Impact (Days), with a check box and a box. The box is now always visible; it is available for editing only if the check box is selected.

The Cost Impact check box and the Cost Impact box have also been combined to have a single label, Cost Impact, with a check box and a box. The box is now always visible; it is available for editing only if the check box is selected.

Run Project Billing (PM503000) Form

The following columns have been added to the table on the form:

  • Project Manager: The project manager of the project in the line
  • Branch: The branch of this project
  • Billing Result: The type of the document that will be generated during billing the project (pro forma invoice or AR invoice)

Submittals (PJ306000) form

The form’s layout has been improved.

Other User Experience Improvements

The pop-up windows that previously were opened in a separate browser window have been reworked. Now the system opens the corresponding forms in a new browser tab of the same browser.

The Description box in the Summary area is no longer mandatory on any of the forms related to projects and construction.