Import Employees from a Spreadsheet
You now have the ability to import batches of Employees via spreadsheet, rather than entering them one-by-one to create their Profiles in RedTeam.
Who is impacted by this update?
Anyone who creates new Employees in RedTeam. Typically Accounting and HR teams, and Admins.
Why would you use it?
If you have a large number of Employees to enter into RedTeam at once, this spreadsheet can make that process faster.
How to use this feature
First you must have the Permission to create new Employees in RedTeam. Go to the Employees menu > New icon (+) > Import from Spreadsheet. You will be able to download the spreadsheet template. The template includes instructions in each column header cell as well as an example in a tab on the spreadsheet. Fill in the required information then save the spreadsheet to your computer. Then upload this in the same form where you downloaded the template. Any errors will be detected and you will receive a warning message if fields are missing or need to be corrected. As long as all the information is correct, the Employees will be created from this import. You can find them and update their profiles from the Employees menu.
Important note: If your company is using Labor Categories (to check, go to Configuration menu > My Company > Timekeeping and Payroll Settings) you will be required to include these on the spreadsheet. You will be asked to confirm that you have verified this before uploading the spreadsheet for import.
Manage Vendor Invoices: Filter by Accounting Period
A new Filter has been released for all three locations where you can Manage Vendor Invoices (Vendors Overview, Vendor, and Project) which lets you filter for Invoices by your Accounting Periods.
Who is impacted by this update?
Anyone who manages or needs to run lists of Vendor Invoices. Typically Accounting teams and Admins.
Why would you use it?
If your company has already established and set up Accounting Periods in RedTeam, this is a quick filter to locate Vendor Invoices within that specific period, rather than having to filter by a date range and remember the Accounting Period start and end dates.
How to use this feature
In any of the three locations where you can Manage Vendor Invoices, click the Filter icon. Under the “Select a Date” option you can select Accounting Period and the dropdowns to the right will populate with the active Accounting Periods in your database. To set up and manage Accounting Periods, go to Configuration > Accounting Periods. If your company does not have this option active and you wish to use it, please have your Admin contact us via chat or a Help Me ticket in the Help Center to activate it.
View Request For Correction: Display RFC Item ID Number
When viewing and sending a Request for Correction with multiple RFC Items, the ID number that is automatically assigned to the RFC upon creation is referenced next to the Item.
Who is impacted by this update?
Anyone who creates and sends Requests for Correction. Typically Superintendents, Project Managers, and Project Engineers.
Why would you use it?
To quickly reference the ID number found in Manage Requests for Correction so you know exactly which Items are being included in the Request.
How to use this feature
Go to a Project > Home menu > Requests for Correction > select Type > View icon > Request For Correction. On this View you will see the RFC Item ID next to each Item included in the Request. As well you can click the blue View icon next to each individual RFC Item to open the View.
Customer Billing: Display the Full Invoice Number (Form and Manage)
In the Customer Billing form (Add or Edit) you will now see the full Invoice number in the Form. Since the Invoice number can be changed and customized, it is important to note what the full number will be since it is listed on the View of the Billing as well as being sent to a connected Accounting System such as Sage or QBO if your database is linked.
Who is impacted by this update?
Anyone who creates and manages Customer Billing. Typically Project Managers, Accounting teams, and Admins.
Why would you use it?
You can use this to quickly see what the full Invoice number that is sent to your connected Accounting System will be before the transaction is sent and appears in the system such as QBO or Sage.
How to use this feature
Create or Edit a Customer Billing by going to a Project > Billing tab > New icon (+) OR Edit and existing Draft Billing in the list. Invoice number is the first field in step 1 of the form.
Progress Billing (RedTeam Format): Updates to View
If you use the RedTeam Format for Progress Billing, you will notice a change to the View. It now includes a breakdown of the Original Contract amount, the Net Change by Change Orders, and the total revised Contract Value. This change will apply to new Progress Billings you create following this release.
Who is impacted by this update?
Anyone who creates and manages Customer Billing. Typically Project Managers, Accounting teams, and Admins.
Why would you use it?
If you prefer a simple Progress Billing form instead of the AIA Formats that RedTeam offers, you may want to use the RedTeam Format.
How to use this feature
To use the RedTeam Format, create a new Progress Billing or Edit and existing Draft Progress Billing and change the Billing Format to “Progress Billing” in step 1.
Sage 100+300: Metadata Upon completion (Header + Lines) for Vendor Commitments and Vendor Changes
For databases connected to Sage 100 or Sage 300, when Commitments are Executed, the process to send to Sage via hh2 begins. When the process has been initiated and the header of the Commitment is posted to hh2, we will post this event to the metadata for the Commitment (“initiated posting to hh2”). When the process has been completed and both the header and lines of the Commitment are posted to hh2, the metadata will update (“posted to hh2”).
Who is impacted by this update?
Anyone who creates and sends Vendor Commitments and Vendor Change Orders to Sage. Typically Project Managers, Accounting Teams, and Admins.
Why would you use it?
To better understand when a Commitment has fully posted to hh2 with all Commitment lines.
How to use this feature
You can see the updated metadata by going to a Project > Buyout tab > click Log icon. This metadata will apply for Commitments sent following this release.
FieldShare: Commit RFIs
Users (with Permissions to do so) may now Commit RFIs directly from the FieldShare app.
Who is impacted by this update?
Anyone who approves Progress Reports by Committing them. Typically Project Managers, Superintendents, Operations Managers, and Admins.
Why would you use it?
Often the Commit option is used to indicate that a Progress Report has been reviewed and approved by a supervisor or Project Manager and previously this had to be done by logging in to RedTeam on a web browser. Now, users who do this approval via Commit may do so in the field or wherever they are using the FieldShare app.
How to use this feature
You must have Permission to Commit Progress Reports, and have the latest version of the FieldShare app downloaded on your mobile device. Log in to the FieldShare app and go to Projects > Progress. You may select one or many Progress Reports using the checkboxes. The Commit button will appear at the top once you have selected at least one Progress Report.
Additional Updates
- Speed Optimization:
- Add/Edit Vendor Commitments Multi-Step Form (7 steps)
- Add/Edit Dialog Documents Multi-Step Form (3 steps)
- Project > Budget tab > Clickable Amounts
- RedTeam Architecture Optimization
- Process for QBO Payments
- Process for Data Exports
- Process for DocuSign
- Process to generate PDFs
- Opportunities: Permission to Cancel Opportunity
- Confirmation Message Upon Sending Employee Login Credentials
- API Connections:
- TeamPlayer > Billing: Validation for TeamPlayer Billing Retainage for Contractors using Sage300