Product Enhancements - May 2025

Project Overview Updates

RFQs & Quotes Deskoid:

On the RFQs & Quotes deskoid we have added a filter to hide certain statuses. If no RFQ exists, you will see the filters for quote statuses: Hide Cancelled, Hide Closed, Hide Rejected, & Hide Retracted. If an RFQ exists the filters will reflect RFQ statuses: Hide Cancelled, Hide Closed, & Hide Declined. You can select one or more status to hide, and your selection will persist across projects.

Quote filters:

RFQ filters:

We have also added a create quote button, which appears as a plus sign on the top banner:

Orders Deskoid:

The Orders deskoid has a few updates:

1. We added an icon for 'Rate Supplier' which replaces the text 'Rate Supplier.'

2. Moved 'Total' over to the right.

3. When you click on the Print icon you will now go directly to the PO print preview rather than the order details page.

Previous view:

Tasks Deskoid:

The Tasks deskoid has been updated to look and behave more like the Tasks page you would see if you selected it from the left navigation menu.

1. Filter by status: Any Status, Completed, Pending (Pending includes Tasks that are Not Started or In Progress. It does not include Tasks that are On Hold or Not Applicable).

2. View only My Tasks or All Tasks for this project.

3. Filter by System-generated Tasks, User Tasks, or All.

4. Sort the task list by Due or Create Date.

5. Click on "Complete" in the last column to take you directly to the page to complete that task.

1. The number displayed beside the User Tasks coincides with the task number from the Schedule page.

2. Hover over a User Task to display fields where you can add hours spent on the task, and the date.