Monthly Archives: September 2015

8.17.0 Release

8.17.0 Release

New Functionality

Alerts

Want to know which alerts are new?  Onware now displays new alerts differently! New Alerts will be display as Bolded and include an asterics *.  Once the Alert has been selected, the Bold and asterics no longer display. alert

Settings

Submittal – Default Required by Duration

Projects typically have a turn around time specified in the Contract.  If this setting is enabled, the Submittal Required by Date will automatically populate with the required by date, based on the current date + number of days set in the setting. E.g. Setting set to 14, Submittal initiated October 1, the required by date would automatically populate as “October 15”.

RFI – Default Required by Duration

Projects typically have a turn around time specified in the Contract.  If this setting is enabled, the RFI Required by Date will automatically populate with the required by date, based on the current date + number of days set in the setting. E.g. Setting set to 14, RFI initiated October 1, the required by date would automatically populate as “October 15”.

Enhancements

Cover Letter

We have added a reset search criteria button to the Cover Letter.  The reset search criteria button will be phased into each Browse/Search page in Onware. reset

File List

Ability to view the File List in thumbnail or list view.  The view will be remembered the next time you access the File List.  Viewing in list view improves performance of the page loading as the visual thumbnail pictures do not need to load.

Request for Information Browse/Search page

You can now search on keywords in the Question/Response or Suggestion/Comments!

Progress Claims

The General Contractor can now enter the dollar value of the Claim in their submission.

Site Visits

We have updated the descriptions of the Rich Text Editor boxes to be more consistent with the Standard printed form. Description is now labelled Progress, and Items are now labelled as Observations.

PDF Reports

PDF Buttons have been added to the Active Items and Performance Reports, to allow you to PDF this report in real time!

Uploading Attachments

We have switched the uploading capability throughout Onware – improving performance and speed at which uploads occur. upload

Progress Claim

The Contract field is now a mandatory field.

Fixes

Letter of Acceptance

Identified Issue: General Contractor did not receive an alert to Acknowledge the Letter.

Settings

Identified Issue: Onware Administrators were unable to edit and adjust the default document disclaimers.

Company

Identified Issue: Unable to delete the Submittal Header field if not required for Stamp.

File List

Identified Issue: If access is limited on a File, initiator’s access is removed unless explicitly assigned access to the File. Identified Issue: Unable to de-select current folder.

Quotation

Identified Issue: When requesting re-quote, the reason for re-quote was not a mandatory field. Identified Issue: Selecting a discipline was not mandatory when Requesting Recommendation.

Meeting

Identified Issue: “Please set start date of meeting” error encountered when marking items closed. Identified Issue: Attempting to copy a meeting generates error and meeting participants do not copy into new meeting.

Change Order

Identified Issue: Using the “Update to current value” button does not update and Revised Contract amount.

Request for Information

Identified Issue: Error received when selecting “Return to Initiator”. Identified Issue: Once a discipline responds, alerts for other project participants of the same discipline are not removed.

Standard Form

Identified Issue: Sub-Contractor Quotation printed form did not display the total quoted cost. Identified Issue: Meeting printed form PDF does not compile all data and misses pages. Identified Issue: CRX printed form did not populate the issuer name and electronic signature if the CRX was in the status of Submitted.

Cover Letter

Identified Issue: Document field displayed documents not specific to the selected project.

Sub-Contractor Change Order

Identified Issue: Browse/Search page does not allow selection of multiple pages.

Superintendents: Submit your Daily Diaries to the Contractor directly in Onware

Onware has implemented a new feature, called Construction Diary, accessible within the Site Communications category of diarythe Navigation Menu. The Construction Diary is created by a project participant in the Superintendent Role (see below for more information on this new Role) and is used to document the daily information about the project/job site.

What information can be recorded in a Construction Diary?diary standard

  • Description
  • Work Done
  • Deliveries
  • Equipment Rental details
  • Site Issues
  • Tasks
  • Current weather data for either the project or your current location
  • Manual entry of weather data
NOTE: Weather data is retrieved automatically from the Internet, upon selecting the appropriate Weather button.  The weather data is determined at the date and time of when the button is selected.

Need to designate a Construction Diary specific to a Crew?

Each Construction Diary can be allocated to a specific Crew, if required. Crew names and number are assigned within the Project setup, by an Onware Administrator. crew

How is the General Contractor notified a Construction Diary was Issued?

Upon issuance of the Construction Diary, the General Contractor will receive an alert to review.  The Construction Diary can either be returned to the Superintendent or Closed.

workflow

Superintendent Role

Definition: A Superintendent runs the day-to-day operations on the construction site.  Superintendents are, most commonly, stationed on the construction site while Project Managers are, usually, based from the Construction office with part-time on site responsibilities.  The Project Manager and Superintendent work together very closely. Within Onware, when a Project Participant is assigned the Role of the Superintendent, the Project Participant will have access to the Construction Diary Browse/Search page, including the ability to view and create new Construction Diary documents. NOTE: A Project Participant should NOT be assigned both the Superintendent and General Contractor Roles.  A Project Participant is either a General Contractor OR a Superintendent. The new Construction Diary functionality is part of Onware 8.16.0, learn what else is included.

General Contractors: Need to Forward an RFI to specific Trades? Do it in Onware!

To Forward the RFI to Sub-Contractor(s), follow the steps below: NOTE: An RFI can only be Forwarded to Sub-Contractors when it is in the “Return to Initiator” status.
  1. Select the “Returned to Initiator” RFI Alert.forward
  2. Scroll to the “Forward” section and select “Browse for Project Participants”. NOTE: Only those Project Participants in the Role of Sub-Contractors will display.
  3. Select all Project Participant(s) the RFI will be forwarded to.  Choose “Add Selected People”.
  4. The list of the selected Project Participants displays.
  5. Select:
    1. “Issue” (next to each person’s name) to Issue the RFI Forward to each Project Participant individually
    2.  ” Issue All Outstanding” to issue the RFI Forward to all identified Project Participants at once.

forward steps

NOTE: If you would like Onware to also send an E-mail to selected Project Participants, check the box next to each Project Participants name prior to selecting “Issue” or “Issue All Outstanding” in Step 5 above.

Issuing the RFI Forward (Issue or Issue All Outstanding) sends an Alert to those specified Project Participants.   for them to Acknowledge the reciept of the RFI Forward request. The RFI Standard form has been updated to display, when the RFI Forward feature is used, whom the RFI was forwarded to, the date the Forwarding was Acknowledged the Forward, and if an E-mail was sent. standard The new functionality RFI Forwarding is part of Onware 8.16.0, learn what else is included.

General Contractors: Your Project Summary has arrived!

projectThose assigned the General Contractor Role will now see a new icon PS  available in the top right hand corner of Onware.  Selecting this icon displays the General Contractor Project Summary. Onware’s General Contractor Project Summary is a tool General Contractor’s can use to get an overview of outstanding items on their project(s) across all Onware features. The Project Summary is designed to get you more information quickly, including:
  • Links to view/edit/close documents that have been issued
  • More information about what’s outstanding and what has been received
  • The ability to switch between your projects from within the report
The new General Contractor Project Summary is part of Onware 8.16.0, learn what else is included.

8.16.0 Release

New Functionality

Construction Diaries

Click here to learn more about Superintendent Construction Diaries.

RFI Forwarding

Click here to learn more about RFI Forwarding.

General Contractor Project Summary

Click here to learn more about the General Contractor Project Summary.

Documentation Sign-Off

Documentation, available under the Navigation Menu’s Project Administrator category, has been enhanced with a Sign-Off function.  The project participant who issues the documentation will now see a “Sign-Off” link.  Selecting this link allows them to Close the Documentation on behalf of another user. sign off

New Roles

Superintendent

Definition: A Superintendent runs the day-to-day operations on the construction site.  Superintendents are, most commonly, stationed on the construction site while Project Managers are, usually, based from the Construction office with part-time on site responsibilities.  The Project Manager and Superintendent work together very closely. Within Onware, when a Project Participant is assigned the Role of the Superintendent, the Project Participant will have access to the Construction Diary Browse/Search page, including the ability to view and create new Construction Diary documents. NOTE: A Project Participant should NOT be assigned both the Superintendent and General Contractor Roles.  A Project Participant is either a General Contractor OR a Superintendent. Click here to learn more about the new feature, Construction Diaries.

LEM Coorindator

The LEM Coordinator Role will be used in conjunction with LEMS: a new new feature coming soon in Onware.  More information about this Role and the LEMS feature will be available soon – stay tuned!

Enhancements

Standard Form – Request for Information

  1. When RFI is in Initiated state, the initiator can now view the Question and Suggestion text when viewing the RFI in Print Preview.
  2. The Standard RFI Form has been updated to include, if applicable, details of RFI Forwarding.

standard

    Click here to learn more about RFI Forwarding.

Request for Information

“Short Descripton” has been renamed “Notes” and includes a 200 character limit.  This text displays on the General Contractor RFI page, as well as the General Contractor RFI report. Within an RFI, a link to the Sub-Contractor RFI document has been included so those with access to the RFI can see the details that the Sub-Contractor submitted as well.

Quotation

If a Quotation was generated from a CRX, the Prime Consultant can now view the CRX and any relevant Sub-Contractor Quotations linked to the Issued Quotation.

CRX

In order for Sub-Contractors to provide accurate pricing to the CRX request, Sub-Contractors require access to view, if applicable, the associated Change, while restricting the Sub-Contractors ability to view the pricing submitted in a Quotation, by the General Contractor. A Sub-Contractor can now view the Change linked to the CRX, but not the Quotation itself.

CRX – Cost Code Configure

To improve search-ability, we have included paging and filters for “Type”.  Paging will display 25 results per page.

CRX Rates

CRX Rates have moved from the Project setup to CRX Browse/Search, under Tools, called “CRX Rates”.  Those in the General Contractor Role will have the ability to create and edit CRX Rates as required.

Company Browse/Search Page

To improve search-ability, we have included paging and a City filter to assist in refining searches.  Paging will display 25 results per page.

Sub-Contractor Quotation

When allocating a Sub-Contractor Quotation to a CRX Code, only “Sub-Contractor” type CRX codes are available for selection. Company type ahead now displays the Company number or Type number after the name, as well as the City and Province.

Paging has been added to:

  • Quotation Browse/Search page
  • Projects Browse/Search page

Active Items Report

The Active Items Report now includes the Project number as well as the Project name.

Fixes

File List

Identified Issue: More consistency for an Onware Administrator to see the Upload field when switching between projects.

“Every Alert” E-mail Notifications

Identified Issue: E-mail does not include URL link to Onware site.

Settings

Identified Issue: Selecting “Save & Back” does not return to the previous page.

Quotation

Identified Issue: Selecting “Import Recommendation comments” does not import comments from the linked Recommendations.

E-mail

Identified Issue: The PDF contained in the e-mail subscription attachment for a Sub-Contractor Change Order was generating an error.

Tasks

Identified Issue: If a task assigned to a person is deleted, the alert is not removed from the assigned person’s Main Menu/Alert List.

Request for Information

Identified Issue: When a Sub-Consultant enters there response to an RFI and selects “Save”, the File List expands automatically.  Upon this occurrence, selecting “Save” again, or “Issue” an error is generated.

Submittal Standard Report

Identified Issue: List of transmittals displaying per Submittal had no order.  The order is now displaying from Oldest number to Newest number.

Change

Identified Issue: The “Select an Action” option of “Copy” allowed all Roles to Copy a Change.

Change Order Approval Process

Identified Issue: If order is not followed, additional Owner(s) did not have the ability to Approve the Change Order.

Browser Issue – Internet Explorer 11

Identified Issue: When a Sub-Consultant enters, only, a response in an RFI and attempts to issue, after they complete the Suggestion field, upon selecting Issue Onware does not recognize a Suggestion has been entered and errors again.

Time Sheet

Identified Issue: Using the “Now” link date picker to set the Time Sheet week does not restrict a new Time Sheet of the same week to be created. Identified Issue: When attempting to delete a row from a rejected Time Sheet which includes Project time and Non-Chargeable time, selecting delete deleted the incorrect row.

Meeting

Identified Issue: When a new person is created within a Meeting, and the person’s “Company” field is not populated, the Meeting items assigned to the newly created person do not display their name, nor does a Task alert get created for the person. Identified Issue: When items are brought forward from a previous meeting, and the “Select an Action” option of Close is selected, the Meeting item is removed from the current Meeting.

Transmittal

Identified Issue: Unable to re-open a Transmittal that does not have a person identified in the “To” field.

Sub-Contractor Change Order Browse/Search page

Identified Issue: Browse/Search page generates error due to save search criteria.

Sub-Contractor Request for Information

Identified Issue: When reviewing a Sub-Contractor RFI, attempting to link to an existing CRX generates an error.

Submittal Template

Identified Issue: Selecting the “New” button generates an error.

LightHorse Innovation announces partnership with Onware

For Immediate Release Contact: LightHorse Innovation Corporation 780-395-3346 dean.doige@lighthorse.ca

LightHorse Innovation announces partnership with Onware

1 September 2015 Edmonton, Alberta: Dean Doige, President of LightHorse Innovation, today announced the partnership with Onware’s Collaborative Construction Management Software for owners, architects, engineers and contractors (AEC). “Onware’s solution is unique in it’s combination of best practices and the ability to customize,” said Doige, “It will become the foundation of LightHorse’s strategy to provide the core services of advanced analytics, project management, and communications to construction projects.” LightHorse will be the exclusive reseller of Onware and will provide professional services to current and future customers. The Onware brand will continue as the product is enhanced and expanded. “LightHorse has the resources to help Onware expand into new markets and reach more customers,” said Fraser Gallop, President of Onware. “We have plans to rapidly introduce new features and capabilities in the Onware platform, offering a premium solution for the entire AEC industry.” Onware’s employees will join LightHorse and will continue to be the front-line contacts for existing customers.

About LightHorse

LightHorse is an Edmonton-based technology company providing advanced analytics for the Architecture/Engineering/Construction industry. A Tableau partner, LightHorse has deployed business intelligence solutions for a variety of firms across North America.

About Onware

Onware is collaborative construction management software for architects, general contractors and project owners. Using Onware, customers can streamline project communications and reduce turnaround time on project documents. Detailed real-time information is available to all project stakeholders with built-in auditing and accountability. For further information contact: Dean Doige 780-395-3346 dean.doige@lighthorse.ca The names of actual companies and products mentioned herein may be the trademarks of their respective owners.