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April Recap 2025

Audrey Binnicker avatar
Written by Audrey Binnicker
Updated over a week ago

Smarter Project Role Access & Management

  1. Role-Based Project Access

    Managing who sees what just got a whole lot easier. With Rule-Based Project Access, Admins can:

    1. Automatically grant project access based on geography, client, or other shared attributes

    2. Admins can define Access Control attributes on each employee's profile, such as Client companies, states, countries, or create Custom Regions.

      1. Eliminate manual invites for large teams while maintaining strict data control

    3. Support nuanced access needs—like granting VPs visibility across regions while limiting PMs to only the projects they’re working on

  2. Project Roles

    Project Roles (formerly Billable Roles)
Granular control on a project level while better supporting financial compliance workflows!

    1. Define who can create or approve budgets, contracts, or invoices

    2. Auto-included roles: Basic, Lead Project Manager, Lead Project Executive

    3. Only designated leads can assign or update roles

    4. Public API support

    5. Learn More:

    6. Additional Restrictions within Financial Modules
      Users can now set custom project roles and define which roles have permission to create or edit financial modules

    🔎 Articles to Dive Deeper:

Financial Governance Settings

  1. Introducing guardrails for budgets, contracts, and approvals—customizable to your org.

    Enforce financial discipline, reduce risk, and ensure compliance at scale—while keeping flexibility for teams that need it.

Key highlights:

  • Budget Governance: Prevent negative budgets, enforce client-linked cost codes, and lock sensitive budget fields to templates.

  • Contract Change Governance: Block overages and unapproved changes; lock cost codes after execution.

  • Contract Governance: Require budget approval before contract execution and enforce budget limits.

  • Approval Workflow Governance: Restrict approval workflow creation to client-linked templates.

    🔎 Articles to Dive Deeper:

Smarter Approvals, Less Risk

  1. Approval Workflow Templates

    Ensure the right approvals are in place and removes the burden of workflow set up from Project Managers. Admins will be able to:

    1. Build templates using customizable Project Roles

    2. Assign templates to clients and modules

      1. Automatically apply the approprioate workflow when creating a project, so there is no burden on the PM to know how to set up the workflow

🔎 Learn More: Financial Approval Workflow Templates

  1. The Forms Module now has Approvals

    Users can now configure and apply Construction Administration Approval Workflows to various forms.


    🔥 Improved governance and clarity in form submission and approval processes!

    🔎 Construction Admin Approvals: Learn More Here!

Unit of Measure Flexibility

You can now track project size in more unit types beyond just square feet and square meters. The feature adds:

  • Acres & Hectares (for land area)

  • Watts (for total power capacity)

  • Cubic Feet per Minute (CFM)

  • Create custom units!

🔎 More Information: Configure Project Settings: Project Site Addresses

Collaborative Contract Management with Contract Templates

Quickly generate legally binding contracts, directly within INGENIOUS.

  1. Template Management: Create or upload DOCX templates, assign types (Contract Document, MSA, LOI, Lien Waiver), and manage in personal or company folders.

  2. Dynamic Variable Mapping: Define and map system variables to auto-fill contract fields.

  3. Editable Output: Generate contracts as editable DOCX or finalized PDFs with a preview option before export

  4. User Input Fields: Override or input key data before generating contracts.

  5. Audit Trail: All contract generations are tracked in compliance with GCPR and CCPA.

🔎 Learn More: Contract Templates

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