PMWeb version 6.0, released in October 2018, contains many new features designed to make the platform easier and even more powerful to use. The star attractions, though, are a thorough update of Visual Workflow as well as the introduction of the PMWeb Mobile app. A summary of some of the enhancements in 6.0 is as follows:
| FEATURE | COMMENTS |
|---|---|
| Visual Workflow data structure and storage enhancements | [see detailed brochure - download link below] |
| A new “Comment” action has been added for workflow approvers | Approvers can add comments to the workflow log without taking workflow action |
| Approvers can now add attachments directly to their actions | Approvers can now drag and drop attachments into the Workflow tab as they take action |
| Administrators can now select which workflow actions are available at each step | For example, they can prevent an approver from rejecting the record by making the Reject action unavailable for the step |
| Administrators can now customize the labels shown for workflow actions by step | Change the radio button label “Approve” to “Agreed To”, for example |
| Team Input actions have been enhanced to more closely match Collaborate | Now Team Input, Collaborate, and approver actions have similar features, making them easier to learn and understand |
| PMWeb Mobile introduced | [see detailed brochure - download link below] |
| Added REST protocol to the PMWeb API | API calls can now be made using both SOAP and REST |
| Redesigned Audit Trail page | A filter section has been added to the top of the page to make finding audit information faster and easier. Double click results lines to see transaction details. |
| Up to 10 Specifications fields in record headers | For each record type, up to 10 of your Specification fields can be displayed in the header rather than on the Specifications tab |
| Redesigned Specifications setup page | The Specifications setup page has been completely overhauled to make it easier and more efficient to use |
| Custom forms can now feature multiple custom tables | Each custom form can now contain more than one custom table and custom tables can be “locked” with a fixed number of lines |
| Redesigned Form Builder page | The Form Builder page layout has been completely revised to make it easier and more efficient to use |
| “Worksheet Column” is now one of the available lists in Form Builder | If you define a Specifications field data type as “List” you can now select Worksheet Column as the list source. (Please note that custom forms are not posted to the Cost Ledger.) |
| Date fields in custom forms can now be empty by default | If you define a Specifications field data type as “Date” you can now save the default as an empty fixed date |
| A “Forgot Your Password” function has been added to the log in page | Users can click the “Forgot Your Password?” hyperlink on the log in page and follow steps to change their password without administrative assistance |
| Export to and paste from Excel have been added to Budget Requests | Paste to append lines from an Excel spreadsheet to a saved Budget Requests record |
| You can now select a format for scheduled BI reports | On the Printing Setup tab of BI Reporting you can now select an output format when scheduling a report |
| Lines added to Submittal Sets are automatically saved as Submittal Items | Lines added to the Details tab in Submittal Sets using the Add Items or Add buttons are automatically saved as linked Submittal Items records |
| Cost Codes in lines are now hyperlinks | Cost Codes in saved lines are now hyperlinks which, when clicked, open the default Cost Worksheet in a dialog with the cost code line highlighted |
| Show a PDF in Home Page | You can now display a single or multipage PDF in a tab in the User Home Page |
| Drag & drop resources into Requirements | The Add resources button has been added to the Assignments tab in Requirements |
| Initiatives added to Requirements | Initiatives are now available to select in the Project field |
| Currency Precision setting | A new “Currency Precision” setting has been added to the PMWeb Admin module |
| Ampersands (&) allowed in folder names | Folder names now accept the special character “&” |
| Hyphens (s) allowed in email addresses | Email address fields now accept the special character “-“ |
| Size field added to Attachments tabs | |
| TLS 1.2 now supported | PMWeb now supports the Microsoft TLS 1.2 communication protocol |
| Migrated to IIS7 and 64-bit app pool | |
| Date Formats in Message Templates | When creating message templates, you can modify date tokens to select a date format: • _DATE1 – “dddd, MMMM dd, yyyyy” • _DATE2 – “MMMM dd, yyyy” • _DATE3 – “MM/dd/yyyy” • _DATE4 – “dd/MM/yyyy” • _DATE5 – “yyyyy-MM-dd” • _DATE6 – “yyyy,MMMM dd” For example: Change “[RFI_DATE]” to “[RFI_DATE2]” |