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12/17/2022 Release Notes

Cash Flow, External Approvals, Punch List sidebar

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Written by Erica Gasbarro
Updated over 2 years ago

Hello INGENIOUS.BUILD-ers!

Welcome to Keep Being INGENIOUS, the fabulous newsletter about the shiniest new features and enhancements to our dynamic and constantly improving platform!

Cash Flow and Forecasting tool is here!!!

Owners, Owner Reps, and GCs can now model projected project costs with our integrated Cash Flow and Forecasting tool! This one is big, so let's break it down!

  • All cost codes and committed values from the Master Budget/ACR will be pulled

  • Select the start and end date for each anticipated cost

  • Select a cost curve type

  • Our variance calculator will give users instant feedback on their edits

  • Share with an Owner on-system or export a report for your records

Cash Flow

Actual vs. Forecasted Spend

  • Compare actual and forecasted totals monthly, quarterly, and yearly

Contract External Approvals

Owner Rep’s can now submit vendor contracts for client approval on-system, into the Owner workspace! Follow these steps:

  • Navigate to Project Settings > Financial Approval Workflows and select “edit

  • Change the setting for Contracts to “Send to Client

  • Once a contract has been approved internally, a “Submit to Client” button will appear.

  • Once submitted, the Owner will receive a notification in their workspace.

  • The Owner can configure an approval workflow if necessary, or manually record their approval.

  • Once approved, the Owner Rep can proceed with contract execution!

Our Punch List sidebar has a slick new look 🎩

Previously, you were limited to creating punch items within Drawings. To edit, assign, or manage them, you had to open a new window and save revisions. This update makes for a much smoother experience by managing punch items within a tile on the drawing sheet sidebar! Make edits on a task slideout with the same sheet and continue working within your drawings seamlessly!

What’s Next!

2023 is poking its head around the corner and we can’t wait to share the releases in our queue. You can look forward to seeing more updates on our Task module, such as the ability to export tasks and task lists to a PDF and to create task templates. We alsoooo have something long-awaited up our sleeve. Something…very shiny and very cool… But we can’t tell! Stay tuned in the new year!

This concludes releases for 2022 🫡

Thanks for being a part of our journey! Many of these previous changes were based on your direct feedback as our valued customer. So don't be shy; drop us a "hey" 👋 and let us know what you think! Happy Holidays and see you in the new year! 🎅🏽🎄

INGENIOUS.BUILD Customer Success Team

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