brief

https://www.alliedbuildings.com/wp-content/uploads/2024/09/logo.png TECHNOLOGY BRIEF
31 March, 2025
HERE'S WHAT'S BEEN HAPPENING
All the tickets! 🍪🍪🍪 As we end the first quarter of 2025, well over 200 tickets have been closed out and there's no sign of slowing down. Read this month's 80+ releases in our extended brief.

Gantt get enough. User testing is in full swing as our early adopters have been testing the new semi-automated Gantt view of the project schedule. Your feedback is vital, share it here.

Capacity calculator. With the help of project ops, we now have built-in visibility of existing and forecasted PM and PM Support capacity. Engineering and Logistics coming next. See it in action.

📣 DMS Workshop and Rollout ⚡ Our cloud-based Document Management platform (DMS) is live. We will hold the first training workshop for our early adopters in the coming days.

Did you know... We offer weekly one-on-one MBS support for all those who attend the MBS Help Desk through Allied University. Join us this Thurday, 3 April @ 3:30PM EST.

MBS Version 7.2 is Live - Released on Wednesday, 26 March. Join us on Thursday's Allied U as we go in depth on the new features.
A360 - T786 - add ‘closing date’ from potential record
A360 - T133 - add ‘primary/secondary factory’
A360 - T793 - change text on CO pop-up
A360 - T819 - remove ‘delivering in 2024?’ field
A360 - T833 - copy all fields from ‘building’ tab if not completed
RCF - T750 - show 6 vs 12 months
RCF - T799 - legend, light blue when status = sent
RCF - T822 - scrollbar too narrow, display above fold
RCF - T838 - bug, breakpoint display removal
ACV - T722 - display total starting budget
ACV - T753 - move ‘vendor’, hide PO#
ACV - T770 - editable line items w/in prod categories
ACV - T772 - Add btn ‘to-be-booked’
ACV - T775 - add field ‘load start date’
ACV - T807 - gross margin, expand to two decimal places
ACV - T808 - format currency
ACV - T809 - graph, scroll or click for related data
ACV - T812 - show weight for product categories
ACV - T825 - prod groups, display ‘estimated cost/weight’
ACV - T832 - bug, alignment
ACV - T847 - format weight with commas
VPS - T754 - change to confirmation alert
CRM - T745 - automation function update
CRM - T844 - new PO function btn function
Schedule - T736 - gantt chart mode
Schedule - T816 - remove refresh option after saving
Schedule - T818 - fields not mapping dates from CRM
Schedule - T836 - bug, VPS automation not functional
Gantt - T737 - save date change
Gantt - T757 - display ‘end date’
Gantt - T811 - bug, dates changed that should not
Gantt - T826 - bug, ability to add dates to null dates
Gantt - T828 - refreshing to top of page after drag event
Gantt - T841 - format date for start/ending MM/DD/YYYY
Gantt - T851 - hide supplier/client header info
Gantt - T856 - bug, unable to delete custom tasks
Gantt - T866 - move title description location
POs - T636 - Create VPS from PO creation
POs - T678 - When PO is paid in full, close VPS record
POs - T691 - Auto complete address fields
POs - T726 - Clear variance reason OnEdit
POs - T727 - New field reference#
POs - T732 - Require variance reason
Freight - T601 - Update freight record when weight changes
CV Timeline - T720 - Group by vendor and product
CV Timeline - T721 - Display estimated cost
Gantt - T612 - Default display from today’s date
Gantt - T623 - R&D gantt chart features
Gantt - T633 - Rename AMPs to Gantt
RIs - T395 - Automate final RI amount + taxes
RIs - T616 - Bug w/CRM to Books data sync
RIs - T626 - Allow a CC option when RI is created
RIs - T693 - Update function for RI date logic
Builder - Switched from rod to cable bracing
Builder - Switched to bolted clips
Builder - ’Too big to fit’ feature
MBS - Updated cost analysis, bug w/warehouse pricing
WHAT’S COMING NEXT
Commission calulator and scheduling. Sales reps, do you want to know how much and when you will be getting paid? Thought so! This new feature will be private visibility, just for you.

Testing. Testing. Testing. 🧪 As development concludes on several big initatives, user testing begins. Early adopters from varying departments are vetting before we releasing company-wide. Interested? Get in touch to be included.

Engineering review process. 📝 With release of the new, robust RFI module in A360, we will start to outline how to include the engineering review process, as well.

Have an idea you'd like to share? Great, post it here. Our tools are only as good as the feedback we receive.

Find a bug? Report it right away here.

Builder - Expanded opening placement options  Expected end of APRIL 
Builder - Adding soffit options
Builder - New overhang options  Expected APR 11 
DMS - Annoation/markup of DWG files  Expected APR 15 
DMS - Annotation-to-RFI automation feature  Expected end of APR 
DMS - Mapping of emails-to-files and vice versa
RFIs - auto convert an RFI to a change order  Expected APR 15 
RESOURCES
Submit a new feature request
Report a bug
https://www.alliedbuildings.com/wp-content/uploads/2024/09/logo.png TECHNOLOGY BRIEF
11 February, 2025
HERE'S WHAT'S BEEN HAPPENING
🤖AI and Automation Boosting Efficiency. To streamline production, reduce waste, and improve safety we will be implementing smart sensors and AI-driven monitoring systems to reduce equipment downtime. More to come.

And we're off!! 🏇 We've started into the new year at full speed, with the release of more than 80 tickets. Read all about it in our extended brief.

It's ALIVE! ⚡ Our cloud-based Document Management platform (DMS) has come online. Meant to be the single source of truth for all documents, across the project lifecycle. The next round of development will include features like annotation, commenting, and file versioning.

RFI Module Enhancements. We've taken your feature requests and added them to our new RFI module in A360. Update to be released by middle of the month.

Update on MBS Dealer Version. The UAT phase has concluded. Release is currently paused as we assess next steps.

Are you Updated? The latest MBS update was released mid December. Do not wait, update now.
A360 - T658 - Improved loading speed
A360 - T133 - Associating ‘Key Players’ data across modules
A360 - T646 - Linking ‘Key Players’ to contact records
A360 - T635 - Added PageSense tracking
A360 - T685 - Rearrangement of paint system options
A360 - T426 - Added new ‘PM’ filter option
RCF - T370 - Dynamically updating VPS
RCF - T679 - Update date and highlight when PAID
RCF - T684 - Added legend explaining color usage
RCF - T730 - Added payment date and bill date in VPS form
RCF - T747 - Removed RIs in draft status
RCF - T749 - Improved layout and UI for usability
ACV - T583 - BvA added to each product grouping
ACV - T649 - Bug - date missing
ACV - T718 - Bug with legend milestone and date recorded
ACV - T724 - Added BvA to ‘current cost’
ACV - T725 - Add ‘total budget’ to BvA
VPS - T672 - List view improved usability
VPS - T676 - Added ability to change ‘status’
VPS - T677 - Added automated payment terms ‘due upon receipt’
VPS - T709 - Group by vendor
VPS - T710 - Display ‘payment terms’
VPS - T711 - Display ‘VPS_for’
CRM - T614 - Bug with design tracker
CRM - T599 - Update autoCreateRetainerInvoiceforSO
CRM - T618 - Update autoCreateVPS w/net 30
CRM - T619 - Update RI/VPS domino w/net 30
CRM - T621 - Bug w/SalesOrderToBooks
CRM - T637 - Bug w/POautoCreateMultipleFreightRecords
CRM - T531 - Update to autoCreateVPS
CRM - T673 - Merge functions for improved load time
CRM - T731 - Update to VPS function
Schedule - T662 - Lock UI added
Schedule - T696 - PDF output UX updates
Schedule - T705 - Closing date reset
Schedule - T584 - New UI edits
Schedule - T648 - Bug w/net 30 function and schedule
Schedule - T687 - Bulk clean up of approval drawing activity
Schedule - T681 - Change to default view
Schedule - T682 - Allow user to adjust duration
Schedule - T699 - Removed delete option for milestone
Schedule - T701 - Exclude weekend dates from selection options
Schedule - T702 - Change to default of important dates
Schedule - T704 - Trigger domino on approval drawing date change
Schedule - T700 - Auto fill amount from RIs for fab deposit
Schedule - T692 - Disclaimer added to client view
Schedule - T708 - Add duration in days to PDF output
Schedule - T713 - Bug with fab start date, RIs, and VPS
Schedule - T716 - Bug w/formatting
POs - T636 - Create VPS from PO creation
POs - T678 - When PO is paid in full, close VPS record
POs - T691 - Auto complete address fields
POs - T726 - Clear variance reason OnEdit
POs - T727 - New field reference#
POs - T732 - Require variance reason
Freight - T601 - Update freight record when weight changes
CV Timeline - T720 - Group by vendor and product
CV Timeline - T721 - Display estimated cost
Gantt - T612 - Default display from today’s date
Gantt - T623 - R&D gantt chart features
Gantt - T633 - Rename AMPs to Gantt
RIs - T395 - Automate final RI amount + taxes
RIs - T616 - Bug w/CRM to Books data sync
RIs - T626 - Allow a CC option when RI is created
RIs - T693 - Update function for RI date logic
Builder - Switched from rod to cable bracing
Builder - Switched to bolted clips
Builder - ’Too big to fit’ feature
MBS - Updated cost analysis, bug w/warehouse pricing
WHAT’S COMING NEXT
One Gantt to rule them all. 👑 Using your feedback we've been building a robust, semi-automated new Gantt view of the project schedule, using Syncfusion.  Expected FEB 21 

Testing. Testing. Testing. As we wrap up development on several new initatives, we will begin forming focus groups with early adopters from different departments to thoroughly vet before releasing to the company as a whole. 👩🏽‍🔬 More on this to come.

Have an idea you'd like to share? Great, post it here. Our tools are only as good as the feedback we receive.

Did you know... We offer weekly one-on-one MBS support for all those who attend the MBS Help Desk through Allied University.

Find a bug? Report it right away here.

Builder - Expanded opening placement options  Expected FEB 24 
Builder - adding soffit options  Expected MARCH 1 
Builder - New overhang options  Expected FEB 24 
DMS - Annoation/markup feature  Expected end of FEB 
DMS - Commenting on file  Expected end of FEB 
DMS - Version control  Expected end of FEB 
RFIs - Robust new module  Expected FEB 14 
MBS - New pricing  Coming FEB 17 
MBS - Coversheet for builds w/o notch will show "N/A" instead of "0"  FEB 17 
MBS - Complexity will be added to the job screen  FEB 17 
MBS - Coldform punching database rebuild
MBS - Standardization of MBS connection, starting with sheeting+trim details.
MBS - Cost Analysis update  Expected FEB 17 
MBS - Final UAT of updated rigid frame segmentation+length db
MBS - New Proposal BETA version in testing  Expected FEB 28 
RESOURCES
Submit a new feature request
Report a bug