• Users can now export Bid Lists in PDF form
• Users can now add general notes to a company location on the company location screen, above contacts list
• "Add Contacts" on the prequal form has been reorganized so that the phone number follows the company
• When navigating the prequal form from the subcontractor side, clicking "Back" or "Next" now prompts a dialog pop-up asking if the user would like to save their data
• Now have the ability to specify a field type on questions involving a data grid in prequal forms
• When adding a prequal question, users can now select "HTML text" and paste a question in HTML form
• When viewing a prequal in the review process, an option to "View RFI History" has been added

• Can now limit the ability to access company records and projects to only the GC users from the corresponding GC office
• Admin->Trades can now show 95 and 04 trades not mapped to the public registry
• Now have the option on a system to be able to sync data between a Company's HQ location and other locations. Can set the default setting of sync for all new subs from the Admin->General Settings menu.
• In bid package management, changed the trade code selector popin box to the standard that is used in the rest of the program.
• Display all certifications codes separated by commas on all Invitees screens.
• Now only showing one line item per responding company on the prequal responses tab.
• System now prevents 2 people from overwriting each others data on a prequal response.
• Corrected bugs with Zip & Download, Contacts on Excel Export and vCard alignment.

• Under Admin->Trades, Added excel documents for download with all the trade code data, including private and public 95, private and public 04 and a mapping table
• Under Admin->Options, now have a system default to 'Selected Subs by user specific' and 'Use Different Invitation for each user' when creating a new project
• Made at least one trade code mandatory for public website sub registration
• Added feature to notify the project/bid manager when a sub opts out of the database or project
• Added option to restrict the subs ability to change their areas of work
• Added bid project recycle bin to view deleted projects
• Changed Prequal module to prevent prequal requests from moving to Estimating VP if there are outstanding RFIs that need to be issued

• Added interchangable support for old and new trade code formats
• Added support for subs to self register and fill out prequal forms on a public website
• Added real time floating widgets on the right side of the screen for notifications, bid projects and communication status
• Change User delete function so that it re-assigns that user's bid projects to a selected user

• Enhanced the bad faxes report on bid projects to allow the user to try to send all bad faxes again (in the case of busy or no answer).
• Added zip code radius searching on the company search screen.
• Changed Copy from Bid Project to be able set the pending invites in the source project as pending invites in the destimation project.
• Changed the duplicate search for adding a company so that it would show the fields that are causing the duplicate alert.
• Created an option on each project to set the project to run on individual or collaborative mode for selections and communications, respectively.
• Enhanced the detail allowed for security rules to provide more granular control of security access of users.
• Enhanced the prequal module to allow the user to select which data gets merged into the applicant's record.
• Enhanced the prequal module to prevent data from being updated on the live database from the prequal form until the data has been accepted by the initial reviewer.

• Updates to Minority Report on Bid Project:
  • Export Minority list by Category (Export By Category to Excel)
  • Export Minority list by Alpha (Export By Alpha to Excel)
  • Export Communication Report (Export Communication Log to Excel)
  • Export all communication to Minorities (PDF) - Every communication to every minority (Export All Communication to PDF)
• When adding subs to a bid project who were not set to receive bid invites, we now keep their 'do not receive bid invites' status. You can still choose to change their invite status later
• Changed attachment limit for invitations to 5MB
• As soon as a user sumbits a communication to send, we now show that record as being scheduled in the reports->communication tab of the bid project
• Corrected formatting display for custom fields of type 'Money'
• Now allow for editing of sub contractor's state licenses
• Enlarged text input on custom fields
• Corrected miscellaneous errors

• New Project Settings Box for Bid Project Settings
• Added Internal Office to Sub Contractor Records and Bid Projects
• Added Bid List Approval Procedure
• Enlarged folder, set and subfolder text fields for project files
• Added NAICS 2007 management for sub contractors
• Renamed Classification to “License Class/Type”
• Added 3 new fields to sub financial information
• Completed Prequal Review Process (Initial Review of Completeness, Financial Review, Precon Exec Recommendation and Estimating VP Approval)
• Improved Prequal Form Builder: Reorganized Company and Location Info, Displaying all Location Contacts by default, Changed Contact Title field from drop down to input, Added the option to add contacts for each location, changed presentations of work areas by location, modified certification questions

• Restructured Custom Fields to allow for several new types of custom fields, including multiple selection.
• Added Areas of Work option for the admin menu, enabling a GC to define custom areas of work for their subs.
• Added Organization Type to Company Records
• Moved Qualification Status, DUNS, IRS EIN and Website to Company Record Level from Location Level
• Added State License Management

• Contact Titles can now be typed in with the assistance of auto suggest
• Certifications can now have agency, cert # and expiration date
• Added the Access Log to the Admin section to show all access attempts
• Improved the Plan Room to allow searching by file name, and filter by published date, uploaded date and version number
• Added ability to turn on password strength requirements for all users in a system
• Now can publish custom privacy policies for custom login clients

• Can now add sub folders in the plan room
• Added published date and description to plan room files
• Added activity link to the plan room to show which subs have, and have not, downloaded a file
• Changed file deletion so users can undelete documents through a recycle bin
• Improved Contact Addition on the selection screens to make it easier to add new contacts



• Completely Reworked the way companies are searched for and accessed under the "Companies" menu.
• Added the ability to manage multiple locations for a sub contractor.
• Consolidated all Administrative features into the Admin menu.
• Added the ability to manage offices inside the general contractor and which users are tied to those offices.
• Moved employee admin to "User Accounts" under "Admin".
• Modified the central search to show a combined view of companies and people.
• Modified the Qualified, Invited and Awarded tabs under Bid Projects to combine multiple contacts for a company under one row.

• Changed Send Communication "Selected Options": Inside a Bid Project, under All Qualified, All Invited and All Awarded. When you click "Send Communication" you can now select the "Selected Subs" plus any other status and the system sends the communication to the combination of both
• Changed the follow-up widget on the dashboard: Added the column to display the bid project name
• Added ability to resend to a different email from the communication screen
• Released the full version of the dynamic Prequal form builder for those clients who have the Prequal module
• Can now mark a person as Prequal recipient. When you send a prequal communication, it will only be sent to those people
• Print button on Prequal responses: Now able to generate a PDF version of the prequal responses, full response, summary or an individual section
• Added Scope Value for each Bid Item: Add Scope value for each package or trade selected in a bid project, display this information under All Qualified, All Invited and All Awarded. We also made a few design changes on tab 2 (Packages and Trades)
• Expanded ability for creating a new project from a template. Now the available options to copy are Company Groups, Packages/trades, Folders/Sets structure, Email communication and invited subs (these will be added as Pending Invitation in the new project)
• Added new statuses to bid projects for moving through the negotiation and project awarding process
• Added tabs to the bid project list and included a search feature by project title or project number
• Remove Me from the invitees list: Added a footer to "unsubscribe" from a bid project or a system
• Public Project Skin: We now have the public projects page load the default system skin
• File Collaboration: Added the ability for Engineers, Architects, Job Supervisors and more to collaborate on bid projects by either having read-only or read-write access to the bid projects. Contact your support rep to have these security groups added to your system