{"id":2096,"date":"2020-05-19T13:18:23","date_gmt":"2020-05-19T13:18:23","guid":{"rendered":"https:\/\/blogs.autodesk.com\/bim360-release-notes\/?p=2096"},"modified":"2020-05-19T14:10:35","modified_gmt":"2020-05-19T14:10:35","slug":"bim-360-cost-management-updates-may-2020","status":"publish","type":"post","link":"https:\/\/blogs.autodesk.com\/bim360-release-notes\/2020\/05\/19\/bim-360-cost-management-updates-may-2020\/","title":{"rendered":"BIM 360 Cost Management Updates &#8211; May 2020"},"content":{"rendered":"<h1><span class=\"fontColorThemeDark\"><strong>Released Today<\/strong><\/span><\/h1>\n<h2><span class=\"fontColorThemeDark\"><strong>PDF Document Generation:<\/strong><\/span><\/h2>\n<p>Cost Management will now automatically generate none editable documents (PDFs) when using the document generation functionality.<\/p>\n<h1><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2133 size-large\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/Screen-Shot-2020-05-15-at-9.37.43-AM-1024x539.png\" alt=\"\" width=\"640\" height=\"337\" srcset=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/Screen-Shot-2020-05-15-at-9.37.43-AM-1024x539.png 1024w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/Screen-Shot-2020-05-15-at-9.37.43-AM-300x158.png 300w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/Screen-Shot-2020-05-15-at-9.37.43-AM-768x405.png 768w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/Screen-Shot-2020-05-15-at-9.37.43-AM-1536x809.png 1536w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/Screen-Shot-2020-05-15-at-9.37.43-AM.png 1982w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/h1>\n<h2><span class=\"fontColorThemeDark\"><strong>Email Integration:<\/strong><\/span><\/h2>\n<p>Users can now email PDF documents to\u00a0recipients directly from the Cost Management module.<\/p>\n<ul>\n<li>When the generated document window appears, click &#8220;Open&#8221; to preview the generated PDF.<\/li>\n<li>To email, select &#8220;Send link by email.&#8221;<\/li>\n<\/ul>\n<p>Two important things to know for this initial release:<\/p>\n<ol>\n<li>When emailing from the system, you can\u2019t manipulate the document before sending; documents must be sent as-is. This means if you are not happy with the formatting, you won\u2019t be able to change it and email it from the system. You would have to download the Word document, make changes, export to PDF, and send it from your email.<\/li>\n<li>Documents emailed from the system are not sent as attachments\u00a0but a\u00a0link\u00a0in the body of the\u00a0email. When clicked they\u00a0open\u00a0in the BIM 360 Document viewer\u00a0so recipients\u00a0need a BIM 360 license to be able to access\u00a0the information.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2134 size-large\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/Screen-Shot-2020-05-15-at-9.38.34-AM-1024x888.png\" alt=\"\" width=\"640\" height=\"555\" srcset=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/Screen-Shot-2020-05-15-at-9.38.34-AM-1024x888.png 1024w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/Screen-Shot-2020-05-15-at-9.38.34-AM-300x260.png 300w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/Screen-Shot-2020-05-15-at-9.38.34-AM-768x666.png 768w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/Screen-Shot-2020-05-15-at-9.38.34-AM-1536x1332.png 1536w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/Screen-Shot-2020-05-15-at-9.38.34-AM-2048x1776.png 2048w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h1><strong>Recently Released<\/strong><\/h1>\n<h2><strong>RFI to PCO Creation &amp; Connection<\/strong>:<\/h2>\n<p>PCO&#8217;s can now be linked to or new ones created from RFIs. Source type is automatically set and links are displayed in the PCO flyout.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2129\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/RFI-to-PCO.gif\" alt=\"\" width=\"2860\" height=\"1346\" \/><\/p>\n<h2><strong>Main Tab Terminology Change<\/strong>:<\/h2>\n<ul>\n<li>Changed the name of the main &#8220;Budget&#8221; tab to &#8220;Income&#8221; and &#8220;Contract&#8221; tab to &#8220;Expenditure.&#8221; Note, main tab and sub tab naming is customisable in Cost Management&#8217;s general settings within the Project Admin module.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2132\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/customize-tab-name.gif\" alt=\"\" width=\"2860\" height=\"1346\" \/><\/p>\n<h2><strong>Project Admin Cost\u00a0Settings<\/strong>:<\/h2>\n<ul>\n<li>Regrouped settings menu to have general settings and module specific settings tabs<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2120\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/new-project-setting-layout.gif\" alt=\"\" width=\"1425\" height=\"634\" \/><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>Added the ability to set default recipients for budget payment and cost payment<\/li>\n<\/ul>\n<p><em>Default recipient for budget payment: Owner contact set in main contract Flyout<\/em><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2117 size-large\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/image2020-3-31_14-25-24-1024x243.png\" alt=\"\" width=\"640\" height=\"152\" srcset=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/image2020-3-31_14-25-24-1024x243.png 1024w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/image2020-3-31_14-25-24-300x71.png 300w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/image2020-3-31_14-25-24-768x182.png 768w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/image2020-3-31_14-25-24.png 1148w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p><em>Default recipient for cost payment: General Contractor set in Project settings<\/em><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2118 size-large\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/image2020-3-31_14-26-27-1024x514.png\" alt=\"\" width=\"640\" height=\"321\" srcset=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/image2020-3-31_14-26-27-1024x514.png 1024w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/image2020-3-31_14-26-27-300x150.png 300w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/image2020-3-31_14-26-27-768x385.png 768w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/image2020-3-31_14-26-27.png 1244w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<h2><strong>Budge<\/strong><b>t Updates:<\/b><\/h2>\n<ul>\n<li>\u200b\u200b\u200b\u200b\u200b\u200b\u200bAllow users to undo budget transfers<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2122\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/undo-budget-transfer.gif\" alt=\"\" width=\"1425\" height=\"634\" \/><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>Added grouping capability to Budget edit mode<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2124\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/grouping-in-edit-view.gif\" alt=\"\" width=\"2860\" height=\"1346\" \/><\/p>\n<h2><strong>Change Order Updates<\/strong>:<\/h2>\n<ul>\n<li>Added the ability to create a change order transfer<\/li>\n<\/ul>\n<p>When transfers of funds cannot be done via an Internal Budget Transfer as they need to be done by a formal Change Orders eg moving multiple buyout gains to a contingency budget we have added the ability for you to select multiple budgets and the amount to be moved to auto generate the PCO which saves time in adding multiple cost items and linking<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2119\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/PCO-budget-transfer.gif\" alt=\"\" width=\"2744\" height=\"1300\" \/><\/p>\n<ul>\n<li>Fixed a restriction which now allows users to set the OCO status to submitted when the submitted value is empty so only &#8216;Approved&#8217; needs to be entered<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2121\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/set-status-as-submitted.gif\" alt=\"\" width=\"1425\" height=\"634\" \/><\/p>\n<ul>\n<li>Made &#8216;column&#8217; the default way to view Change Orders in budget pay app and main contract. CO&#8217;s can either be viewed at the bottom of the original SOV or inline in a column. Default setting is now the latter but can be changed in admin settings. (Also affects excel export format from Main Contract view)<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2125 size-large\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/image2020-5-14_17-15-2-1024x167.png\" alt=\"\" width=\"640\" height=\"104\" srcset=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/image2020-5-14_17-15-2-1024x167.png 1024w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/image2020-5-14_17-15-2-300x49.png 300w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/image2020-5-14_17-15-2-768x125.png 768w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/image2020-5-14_17-15-2-1536x251.png 1536w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/image2020-5-14_17-15-2.png 1678w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<h2><strong>Document Generation Update<\/strong>:<\/h2>\n<ul>\n<li>Added attribute for user&#8217;s &#8216;phone&#8217; number. Used in same way as other tags where required and in which specific scenario a user is referred to eg: rfq.recipient.phone<\/li>\n<\/ul>\n<h2><strong>Permissions Update<\/strong>:<\/h2>\n<ul>\n<li>&#8220;No Access&#8221; permission level for each table view so that those users cannot access selected views at all.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2128\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/no-access.gif\" alt=\"\" width=\"2860\" height=\"1346\" \/><\/p>\n<p>&nbsp;<\/p>\n<h1><span class=\"fontColorThemeDark\"><strong>Releasing This Week<\/strong><\/span><\/h1>\n<h2><span class=\"fontColorThemeDark\"><strong>Storing Options for Documents &amp; Attachments<\/strong><\/span><\/h2>\n<p>Admins can now choose where generated documents and uploaded attachments are stored. Previously everything was stored in one hidden folder in Document Management which was only accessible from the Cost module.<\/p>\n<p><strong>Here&#8217;s how it&#8217;s done<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2097 size-full\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/Screen-Shot-2020-05-07-at-9.49.13-AM.png\" alt=\"\" width=\"3834\" height=\"2098\" srcset=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/Screen-Shot-2020-05-07-at-9.49.13-AM.png 3834w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/Screen-Shot-2020-05-07-at-9.49.13-AM-300x164.png 300w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/Screen-Shot-2020-05-07-at-9.49.13-AM-1024x560.png 1024w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/Screen-Shot-2020-05-07-at-9.49.13-AM-768x420.png 768w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/Screen-Shot-2020-05-07-at-9.49.13-AM-1536x841.png 1536w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/Screen-Shot-2020-05-07-at-9.49.13-AM-2048x1121.png 2048w\" sizes=\"auto, (max-width: 3834px) 100vw, 3834px\" \/><\/p>\n<p>This process creates a single repository of all generated documents specific to each company for future audit purposes, and if desired, the folder can be shared with other project members to access the information.<\/p>\n<p><em><strong>Note:<\/strong> this setting only applies to future documents and attachments. The location of existing documents and attachments won\u2019t be affected.\u00a0\u00a0<\/em><\/p>\n<h2><strong>Budget PDF\u00a0Report Phase 1:<\/strong><\/h2>\n<ul>\n<li>Added the ability to extract a general PDF budget report from the Budget tab. 2 initial reports. One which includes all columns and one which includes only the &#8216;Income&#8217; columns. Filtering is supported and grouping by one level. Further enhancements will be added in coming weeks<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2123\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2020\/05\/budget-report-with-grouping.gif\" alt=\"\" width=\"2860\" height=\"1346\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Released Today<br \/>\nPDF Document Generation:<\/p>\n<p>Cost Management will now automatically generate none editable documents (PDFs) when using the document generation functionality.<\/p>\n<p>Email Integration:<\/p>\n<p>Users can now email PDF documents to\u00a0recipients directly from the Cost Management module.<\/p>\n<ul>\n<li>When the generated document window appears, click &#8220;Open&#8221;<\/li>\n<\/ul>\n","protected":false},"author":22366,"featured_media":2099,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[81,18],"tags":[],"class_list":["post-2096","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cost-management","category-next-gen-bim360"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>BIM 360 Cost Management Updates - May 2020 - BIM 360 Release Notes<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/2020\/05\/19\/bim-360-cost-management-updates-may-2020\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"BIM 360 Cost Management Updates - May 2020 - BIM 360 Release Notes\" \/>\n<meta property=\"og:description\" content=\"Released Today PDF Document Generation: Cost Management will now automatically generate none editable documents (PDFs) when using the document generation functionality. Email Integration: Users can now email PDF documents to\u00a0recipients directly from the Cost Management module. 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