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RedTeam Product Releases: August 18, 2022

Plans & Specs: Drawing Markups

We are pleased to introduce enhanced drawing markups for your Plans & Specs in RedTeam!

This new feature has two main functions: 

  1. Redline Markups: ability to add markups and annotations to a PDF file and Publish this as a Redline Markup which makes the marked up version available everywhere we show Plans & Specs (Online Planroom, Customer Proposals, Requests for Quotes, Vendor Commitments)
  2. Markup and Attach: ability to add markups and annotations to a file and Attach this to any Dialog document template and share the marked up file with a specific person or team. 

Who is impacted by this update?

Any users who want to add markups to Plans & Specs, typically Estimators/Precon Team, Project Managers, and Project Coordinators.

Why would you use it?

Redline Markups are useful to share notes, annotations, etc. with everyone you are sharing the current set of Plans & Specs with, while Markup and Attach is great for one-off markups and notes you want to share with a specific person or group. 

How to use this feature?

Go to any Project with Plans & Specs, click on any file in the list and you will see the buttons to either add “Redline Markups” or “Markup and Attach” as long as you have Permissions. Contact your System Admin if you do not see the options. 

Accounting Integrations: Sage Intacct

Phase 2 of Sage Intacct is here! We previously released our initial integration with Sage Intacct which included the ability to connect your Intacct account, configure your integration, and sync AP transactions. Now we have released the next phase which includes AR transactions. 

Who is impacted by this update?

Any users who create folders or upload and manage files in the Project Documents. Typically this includes Project Managers, Project Coordinators, Admins, and more. 

Why would you use it?

To eliminate double entry to your Sage Intacct accounting system by pushing the Vendor and Customer Invoices to the system and then pulling back payments to RedTeam. 

How to use this feature

You must first connect your account to start the configuration of the integration. Please reach out to us via the Help Center or your CSM if you would like to connect.

Accounting Integrations: Acumatica

Great news for RedTeam users who utilize Acumatica for accounting! We can now connect and configure your RedTeam account with Acumatica. 

Who is impacted by this update?

Typically Accounting Teams. 

Why would you use it?

To eliminate double entry to your Acumatica accounting system by pushing the Vendor Invoices to the system and then receive Vendor Payments automatically into RedTeam from Acumatica. 

How to use this feature?

You must first connect your account to start the configuration of the integration. Please reach out to us via the Help Center or your CSM if you would like to connect. 

Coming Soon

Keep an eye out for the next phase to link AR transactions.

FieldShare App: PDF Markups

Users in the field who need to add markups to the drawings included in the current set of Plans & Specs. While on the jobsite, you may need to add markups to the drawings to share internally via your Progress Report or to an outside party, for instance through a RFI. 

Who is impacted by this update?

Field personnel, typically superintendents. 

Why would you use it?

To quickly share clarifications and/or questions related to a specific drawing in your current set of Plans & Specs. This could be via a RFI, or simply a clarification attached to your daily Progress Report. 

How to use this feature

This change is included in the latest app update (v 1.0.34) and will be automatically applied to the Plans & Specs.

Additional Updates

  • TeamPlayer: Vendor Profile Blog shows the activate/deactivate for TeamPlayer
  • Filter Updates: Dialog tab and Buyout tab 
  • Commitment Audit to show Invoice Created Date
  • Vendors Overview to display the Sage Vendor ID or Vendor Short Name
  • Permissions to Reopen FOI and FYI Dialog Documents (ReopenFOI and Reopen FYI)
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