SiteRise Release Notes

Projects Page v1.5 - The ability to build custom views by adjusting data points (deliverables, personnel, custom fields and more) has been added to the project page. Any custom view can now be saved or exported in CSV or XLS format.

BI Dashboards v2 - A major update to SiteRise BI Dashboards was released allowing users to view their numerous metrics on their fleet, projects and build templates.

Change Order Approval Routing - Custom approval routing can now be set in your SiteRise admin panel allowing you choose a specific budget, role or specific user(s) to approve each change order.

Google Big Query Integration - You can now export any current or saved view from your Locations or Projects page into your Google Sheets.

Custom Field Reporting - Select which custom fields you want to see and report on in your Projects page.

Improved Navigation - We made a number of adjustments to platform navigation including smaller left hand menu, pagination removal and overall making it easier to navigate the platform.

Location Status Filtering - You can now filter your locations by status letting you see only the locations you want.

Easier Company Creation - Creating a new company is now 3x faster allowing you to add company details right from the site or project page.

Status Automation - Locations, Sites and Projects are now automatically entered into Planning status after creation.

Automatic Location IDs - Location IDs are now added automatically upon creation unless a custom one is entered.

Page Prefixes - All location, site and project pages now include a prefix (Location: xxx, etc) to help users navigate between them easier.

View every project on one centralized dashboard

Track real-time progress

Filter by market, status, project lead, and more

Access open dates and details with one click

Customize your view and export where needed

Flag/icon on files that have markups made.

Companies are sorted alphabetically in the manage company drawer. (Thank you Paige!)

Display issue within RFI as to who submitted the request. (Thank you Kevin!)

New file preview modal has been rolled out!

Admins can now manage available currencies.

Project Deliverable Approvals were being ordered incorrectly and are now fixed!

Disabled comment notifications to owner when owner is the commenter

Removed file restrictions on Punch List uploads

Removed file restrictions on Photo Album uploads

Main navigation updated to Home and BI Dashboards

User Home Dashboard showed Location Open Date instead of Project Open Date

Hide “No Data” label when no custom fields are added

Manage Address types enhanced

Manage Markets enhanced

Manage Brands enhanced

Punch List configuration enhancements to:

Deliverable owners are now notified for all comments made.

Updated interaction with information guide on deliverables.

Added Past Due Deliverables to Dashboard page.

Automatically hide Pending Approvals on Dashboard if there are no current approvals pending.

Brand information is automatically hidden when there is a single Brand instance.

Intercom button has been removed.

New support menu button in header to launch live chat support!

Reset user avatar to use first and last name initials.

Enhancements to change order settings.

Enhancements to custom field settings.

Fixed a bug with the project type in settings that was not displaying dropdown options.

Standardized header and title sizes throughout.

Updated border colors to align to design standard.

Reset user avatar to use first and last name initials.

Budget Approval threshold view now available.

Budget Approval threshold and approval adding and editing.

Location table permission and performance issue.

Fixed duplicate records appearing in dashboard due to multiple address.

When setting the page on the location table the state was not set when navigating back.

Country information is now editable when adding or editing an address.

Country, phone and email information displayed with address information when available.

Address autocomplete behavior has been updated to account for secondary address information.

Minor clean up on the Project Overview page.

Project Nickname displays on user dashboard

Budget template viewable and editable in Admin.

BI Reporting exports were failing due to server configurations. All exports now working!

Gantt chart not displaying issue has been fixed!

New status based on Open dates and Close dates taken into account.

Location table displays updated status.

Status now appears in Location header bar.

Revamped layout

Project information now displayed with creation date and Project template information

Settings for project currency and square feet available

Setting to set project nickname now available

New Project Nickname option available will display in place of the project number throughout the application.

Fixed some minor misspellings in admin and translations missing in navigation

Company phone number was not being displayed if full address was not entered.

Supporting role added to deliverables allowing you to add more than one role to a single deliverable.

Default view logic updated to consider project start, end and the current day.

Deliverable start and end logic updated to consider actual dates when available.

Deliverable filters available to quickly filter gantt view.

Overall updates to general interface to improve usability.

Close date for locations and sites are no available to enter with editing information.

Location and site close date is displayed when available.

Ability to assign multiple users to the same role and identify a user as the primary.

New endpoints to view and pull team members in groups based on role.

A website preview is now visible on every company page in the Company Management Tab.

Minor enhancements to sorting information on the Gantt view of every project.

RFI settings interface has been enhanced and easier to manage.

Aligned buttons on site page for address and company sections.

Update address display on site page to align with new design.

Scrolling on the location table is smoother.

Permission issue with company listing page.

Duplicate projects appearing on user dashboards.

Resolved an issue where actual end could be set before actual start for deliverables.

Smoother flow for adding new contacts Add new contacts has a smoother interaction

Ability to edit company information

Sorting and quick filter by company name on the company table

Navigation cleanup throughout

Deliverables can now have Company Role assigned

New quick search available to quickly locate any admin setting

Bug fix to trim spaces in Cost Code names

OxBlue settings are now available to manage

Files that failed to finish uploading were incorrectly being shown as successfully uploaded

Updated Project Role management now allows for Dynamic Team Roles to be added to all projects

Project Roles now show core team vs dynamic team members

Placeholder positions are shown for all Core Team project members

Background color is consistent through the site

User dashboards reordered and records were extended to show more

Fully manage Cost Codes

Fully manage Phases - Add, Edit and Reordering