Monthly Archives: February 2016

8.21.1 Release Fixes

8.21.1 Release – Fixes

Want to learn about all the exciting changes in version 8.21.0 of Onware?  Click here! Cover Letter Question mark displays in text of Cover Letter email, if a paragraph return is used in the message field. Program Clarification Request Response received alerts did not bold with an asterisk to signify a new alert. Progress Claim A recommendation can be requested on a Progress claim without a discipline selected. Project Edit Error generated when removing a project participant from a project. Recommendation Error generated when attempting to delete an initiated Recommendation. Saved search criteria generated an error when loading the browse/search page. Request for Clarification Response required alert is not removed from the Main Menu/Alert List when a response is issued. Request for Information Saved search criteria generated an error when loading the browse/search page. Subcontractor Request for Information Saved search criteria does not save the trade selection. Submittal An error is generated when a Sub-Contractor creates a Submittal Revision. A General Contractor received an access denied error when deleting an initiated Submittal. Tasks No tasks are displayed when using the Meeting Type search filter. Edit task button available to users that may not have edit access.  Transmittal An error is generated when attempting to delete an initiated transmittal with attachments. Unsolicited Change Request A re-quote can be requested on an Unsolicited Change request without a comment entered. Cloud Specific Clients Uploading documents becoming corrupt during upload process. Preferences Project Participants were able to amend Login ID without being an Administrator.

8.21.1 Release

Introducing version 8.21.1 – Our largest yet!

Onware is excited to announce our largest Version 8 functionality and enhancement release! It’s so big we broke it up into manageable and read-able chunks so not to overload you!  Select one of the links below to learn all that is new and different in version 8.21.0.

8.21.1 New Functionality

Progress Claim – Re-open for Sign-Off

2016-02-09_8-12-30Do you have a Project Owner who manually signs Progress Claims?  Need to upload the signed document with the Progress Claim in Onware however the Progress Claim is already in the Approved state? Onware introduces the “Re-open for Sign-Off” feature – available from the Progress Claim Search screen’s “Select an Action” drop down list.  When used, the Progress Claim’s status is adjusted to Issued allowing the Project Participant in the Owner Role the ability to action (Approve) the Progress Claim directly from the Progress Claim Search screen.

Preferences – Reset All Browse Screens

2016-02-09_10-09-02Need to quickly clear all saved search criteria Onware stores for each document without the need to manually find and delete all the search criteria you’ve used previously?  You now can using the “Reset All Browse Screens” button! Located in your Preferences, 2016-02-09_10-02-13 selecting the “Reset All Browse Screens” button will clear all saved search criteria, for all Onware documents, and reset them to the defaults. As a reminder, the default search criteria is [All] or empty/blank.

Password Reset

2016-02-09_14-55-37When the “Require Password Reset on Next Log In” is selected on a User’s Account (Preferences), or the Project Participant requested a link to reset their password using the “Forgot Password” option, upon the Project Participant’s next login, they are directed to a Reset Password page where they can easily reset their password.


2016-02-09_13-04-28Transmittal – FM Information Checklist

When the setting is enabled, a checkbox displays within the Transmittal edit page and the Standard form, called “FM Information Checklist Attached”, which must be selected before the Transmittal can be Issued. Want to learn about all the exciting changes in version 8.21.1 of Onware?  Click here!

8.21.1 Search screen Refinements

A number of small, but important, refinements have been completed on Search Screens across the Onware documents.

New Statuses

Searching across multiple statuses

  • Request For Information
  • Submittal
  • CRX

Added Paging (25 results per page)

  • Change Request
  • Progress Claim
  • Unsolicited Change Request

Additional Search filters

  • Quotation
    • Number, Title, Quotation Description, Issue date
  • Request For Information
    • Contract
  • CRX
    • Contract
  • Sub-Contractor Change Orde
    • Contract

Additional Search Table Details

  • CRX
    • New column displays the linked Change, if applicable

Standard Reports



  • Sub-Contractor Request For Information
    • New column added to identify the Company associated with the Sub-Contractor
    • Displays the total number of Sub-Contractor RFI’s on the report
  • CRX General Contractor report
    • New column displays the linked Change, if applicable
  • Request For Information
    • New column displaying the contract the RFI is applied to, if applicable
Want to learn about all the exciting changes in version 8.21.1 of Onware?  Click here!

8.21.1 Enhancements

8.21.1 Enhancements


Email Subscriptions

  • The feature drop down list has been updated to include only relevant documents
  • Email subscriptions for Subcontractor Change Orders will now include the Subcontractor Company and Reference Number in the Subject line of the email notification

Tax Calculations

By default, Onware calculates the taxes, as set in the Project, automatically when a new Change Order or Progress Claim is created.  Situations have arisen where the tax needs to be amended or overwritten and we have listened! Onware continues to calculate the taxes by default when a new Change Order and Progress Claim is created, however, taxes now display in an editable field, facilitating the ability to overwrite the tax amount, if required.  As the Values of the Change Order and/or Progress Claim are updated and saved, the tax calculation fields will update automatically; thus if a manual tax amount is required, it is important to verify the Tax amount is accurate prior to Issuance of the document. To reset the tax calculations to the automated calculated value, select the “Reset Tax Amounts” button. 2016-02-09_13-54-27

Project Information Report

  • Includes the Project Participants associated Company
  • Added Trades and Disciplines search filters

Active Items

The Active Items report now includes a project selector, allowing further reporting refinement.


Need to remove multiple people from the Transmittal’s “Copy To” section?  Using the Delete Selected option from within the “Select an Action” drop down list, you can now easily remove multiple people at once!  

2016-02-10_10-53-23Change Order – Return workflow steps included

Owners and General Contractors now have the ability to Reject a Change Order by selecting Return to Issuer. Within the Change Order Workflow, “Return to Issuer” will generate an alert for the initiator and change the status of the Change Order to Rejected.

Search screens – Status drop down list

searchRequest For Information, Submittal and CRX

The Onware search screens are changing!  Over time, we will be updating each search screen’s status drop down to be more flexible – allowing you to select multiple statuses for each search!  Select each appropriate status you wish to search on before clicking the Search button and Onware will display those statuses (and any additional search criteria used) in the Search results table. Want all statuses?  Simply select the [All] option!


New status “Re-pricing”

When a Quotation is rejected (re-quote requested), the Change status will be updated to Re-pricing (previously the status returned to Pricing).  The new Re-pricing status allows for improved clarity on what is occurring on the Change. With any new status introduced, an E-mail subscription can be set up for Project Participants to receive an email when a Change transitions to the Re-pricing status.  This may be beneficial for use for those who wish to be notified when a new Quotation (Price) has been requested.

Closing Quotations mandatory before a Change can be cancelled

A Change cannot be Cancelled by a Prime Consultant unless all existing Quotations associated with the Change have been Closed or Cancelled.

Submittal Standard Report

The Submittal Standard report has been updated to include two new columns.  The “To” person information has also been updated to include their associated Company Name
  1. Last Activity
    1. Calculated as [current date] – [last transmittal issued on date] on Open Submittals
  2. Transmittal “From Person” (including the Project Participant’s associated Company Name) E.g. Barney Rubble [LightHorse Innovation]

Sub-Contractor Request For Information

The General Contractor can now create a CRX directly from a Sub-Contractor RFI.  When done, Onware will auto-populate information from the Sub-Contractor RFI into the CRX, and link the two documents automatically.

Standard Report

Now includes a column for the Company associated with the Sub-Contractor.

Request For Information Forward E-mail

The received RFI Forward E-mail now includes the number, title, and last action completed of the RFI (eg. Return to Initiator) when the RFI forward function is used.

Change/Progress Claim Approval2016-02-10_11-20-41

When the “Value Breakdown” button is used in the Change or Progress Claim Approval action, the Value Breakdown table displayed now includes a column for the description.  The description is derived from the the Contract’s Value Description field within the Project.

Sub-Contractor Change Order

  • When editing a Sub-Contractor Change Order, a Contract drop down list now displays and will automatically populate with the Contract selected within the CRX
  • Search criteria filter for Contracts has been included on the Search Screen
  • Sub-Contractor Standard printed form has been updated to display the Sub-Contract Contract selected

Standard Form – Quotation

The Time Impact field now displays on the Standard printed document. Want to learn about all the exciting changes in version 8.21.1 of Onware?  Click here!

Program Clarification Request enhancements

New Status – Submitted2016-02-10_8-07-46

Introducing a new workflow – Submit! When the setting “Submit & Issue Workflow” is enabled, the PCR is Submitted to the Role identified in the Setting for review prior to Issuance.  The Role identified in the setting will review the PCR and Issue it to the Person/Role it was directed to by the Initiator. NOTE: Assigning the Submitted to Role requires assistance from the Onware Help Desk.  Please contact us for assistance.

Standard report2016-02-10_7-40-20

A Standard Report is now available for PCR’s, which displays:
  • Response required by date
  • Due (Days) – calculated as [current date]-[required by date]
  • Age – calculated as [current date]-[issued on date]

Setting – Default Required by Duration

Projects typically have a turn around time specified in the Contract.  If this setting is enabled, the PCR’s 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, PCR initiated October 1, the required by date would automatically populate as “October 15”.

General Look and Feel improvements

The PCR Search screen has been updated to incorporate the Standardization used on other Onware documents.  Attachments will now display when reviewing the PCR.  The General Contractor also has the ability to link an existing Program Clarification request to an RFI prior to issuing the RFI. Want to learn about all the exciting changes in version 8.21.1 of Onware?  Click here!