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DATE:
AUTHOR:
The Buildertrend Product Roadmap team
RELATED ROADMAP ITEMS:
Small software renovations in EA
TABLE OF CONTENTS:
    ✨ Improved ⚡ Small software renovations Project Management Financial

    Jan 6-10 Buildertrend Updates

    DATE:
    AUTHOR: The Buildertrend Product Roadmap team
    RELATED ROADMAP ITEMS: Small software renovations in EA
    TABLE OF CONTENTS:

      Early Adopter

      Small software renovations in Early Adopter

      • Pre-saved views on the Job Costing Budget: To provide quick access to important data in your Job Costing Budget, we now provide three pre-saved views. You can access a Costing View, Client View and Profit View.

      • Expand All includes Cost Code level: The Job Costing Budget’s Expand All button now expands the Cost Code level instead of just the Cost Categories. We also provided a See More option in the related tags for columns with 20+ related items.

      • Subcontractor suggested match in Cost Inbox: When a receipt is uploaded to the Cost Inbox, Buildertrend can now suggest a subcontractor or vendor match, making it faster for you to review and approve receipts.

      • Online Payment Report updates: In the Online Payment Report for Buildertrend Payments, we consolidated the inbound payment view into fewer columns. We added a date range filter and introduced View, which allows users to group and sort by selecting a pre-configured view.

      • Navigate to Lien Waivers or Messages where files are attached: From a file's Related Items section, you can navigate directly to Lien waivers or Messages where the file is attached.

      • Filter files by key fields: You can now filter by File Name, Last Edited or Date Added within file folders to quickly locate relevant files.

      • Updated Schedule attachments: The attachments experience for schedule items has been redesigned to be more cohesive and modern. Changes include:

        1. A new View All option on the schedule item details, so all attachments can be viewed at once.

        2. The List View can now be opened from the schedule item details.

        3. We relocated the Download, Draw and Annotate options to the Context Menu.

        4. The subcontractor and client viewing icons are no longer clickable. (Users can adjust this from context menu.)

        5. Single clicking the file now opens the new File Viewer.

      Visit the roadmap cards to learn more and provide feedback

      We welcome feedback on releases, at any stage. If you have questions about recent updates, visit our Help Center or contact our Customer Success team at 888-415-7149.

      If you’d like to provide feedback please use the What do you think of this roadmap item? button inside the release cards.

      TABLE OF CONTENTS:
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