{"id":2914,"date":"2022-01-21T16:00:58","date_gmt":"2022-01-21T16:00:58","guid":{"rendered":"https:\/\/blogs.autodesk.com\/bim360-release-notes\/?p=2914"},"modified":"2022-01-21T19:39:05","modified_gmt":"2022-01-21T19:39:05","slug":"bim-360-cost-management-updates-january-2022","status":"publish","type":"post","link":"https:\/\/blogs.autodesk.com\/bim360-release-notes\/2022\/01\/21\/bim-360-cost-management-updates-january-2022\/","title":{"rendered":"BIM 360 Cost Management Updates \u2013 January 2022"},"content":{"rendered":"<h1><strong>HOME PAGE<\/strong><\/h1>\n<ul>\n<li><strong>Date Settings Copied<\/strong> <strong>in Project Templates<\/strong> \u2013 Now when copying a project via project templates the system supports the copying of date settings.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<ul>\n<li><strong>Payment Application Submitted Date Visibility <\/strong>\u2013 Added the submitted date to the Dates section in the budget and cost payment application flyout. Enables setting an automated relative response date which can show in the homepage as a reminder. For example, Remind user 14 days after payment application was submitted they must respond.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-large wp-image-2916 aligncenter\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Payment-Application-Submitted-Date-Visibility-1024x718.png\" alt=\"\" width=\"640\" height=\"449\" srcset=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Payment-Application-Submitted-Date-Visibility-1024x718.png 1024w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Payment-Application-Submitted-Date-Visibility-300x210.png 300w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Payment-Application-Submitted-Date-Visibility-768x538.png 768w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Payment-Application-Submitted-Date-Visibility-1536x1077.png 1536w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Payment-Application-Submitted-Date-Visibility.png 1920w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h1><strong>SETTINGS TOOL<\/strong><\/h1>\n<ul>\n<li><strong>Budget Code Segment Variable Length<\/strong> &#8211; To support irregular structures, when setting up the budget code Admins now have the option to choose Variable Length for the segment\u2019s # of digits.\n<ul>\n<li>Variable length can be applied to multiple segments<\/li>\n<li>The max # of digits per individual segment is 20<\/li>\n<li>Variable length segment code displays as &#8220;_&#8221; in preview<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-large wp-image-2917 aligncenter\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Budget-Code-Segment-Variable-Length-1-1024x706.jpg\" alt=\"\" width=\"640\" height=\"441\" srcset=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Budget-Code-Segment-Variable-Length-1-1024x706.jpg 1024w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Budget-Code-Segment-Variable-Length-1-300x207.jpg 300w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Budget-Code-Segment-Variable-Length-1-768x529.jpg 768w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Budget-Code-Segment-Variable-Length-1-1536x1058.jpg 1536w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Budget-Code-Segment-Variable-Length-1.jpg 1672w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2918 size-medium\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Budget-Code-Segment-Variable-Length-2-300x276.jpg\" alt=\"\" width=\"300\" height=\"276\" srcset=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Budget-Code-Segment-Variable-Length-2-300x276.jpg 300w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Budget-Code-Segment-Variable-Length-2-768x707.jpg 768w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Budget-Code-Segment-Variable-Length-2.jpg 990w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li><strong>Excel Payment Application Template Support <\/strong>\u2013 Microsoft Excel based document templates can now be used for payment applications if preferred to Microsoft Word.<\/li>\n<\/ul>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"size-large wp-image-2919 aligncenter\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Excel-Payment-Application-Template-Support-1024x532.png\" alt=\"\" width=\"640\" height=\"333\" srcset=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Excel-Payment-Application-Template-Support-1024x532.png 1024w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Excel-Payment-Application-Template-Support-300x156.png 300w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Excel-Payment-Application-Template-Support-768x399.png 768w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Excel-Payment-Application-Template-Support-1536x798.png 1536w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Excel-Payment-Application-Template-Support.png 1920w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/>\u00a0<\/strong><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li><strong>Visual Enhancement to Payment Application Document Templates \u2013 <\/strong>Payment application document templates have been updated to include additional rows in the payment details table to allow users to define hierarchy and parent node background color\/font. And summaries can be at the top or bottom This will increase the visibility of summary items within generated payment applications and applies to Excel and Word based templates.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2920 aligncenter\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Visual-Enhancement-to-Payment-Application-Document-Templates.png\" alt=\"\" width=\"936\" height=\"682\" srcset=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Visual-Enhancement-to-Payment-Application-Document-Templates.png 936w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Visual-Enhancement-to-Payment-Application-Document-Templates-300x219.png 300w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Visual-Enhancement-to-Payment-Application-Document-Templates-768x560.png 768w\" sizes=\"auto, (max-width: 936px) 100vw, 936px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li><strong>Custom Budget Column Budget Base Values<\/strong>\u2013 For customers who only want to see an Original Commitment value once a contract is executed\n<ul>\n<li>Contracted Commitment \u2013 The amount from Contract SOV in any status except executed<\/li>\n<li>Executed Commitment \u2013 The amount from Contract SOV once executed<\/li>\n<li>Total Main Contract Amount \u2013 Main Contract total<\/li>\n<li>Main Contract SOV Amount \u2013 Relative amount for budget item in the Main contract<\/li>\n<li>Main Contract SOV Qty &#8211; Relative Qty for budget item in the Main contract<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><strong>\u00a0<\/strong><\/p>\n<ul>\n<li><strong>Allocate to Contract Visibility within Budget \u2013 <\/strong>Added the ability to allocate budget items to contracts easily from the budget overview or edit modes.<\/li>\n<\/ul>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"size-large wp-image-2921 aligncenter\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Allocate-to-Contract-Visibility-within-Budget-1024x474.jpg\" alt=\"\" width=\"640\" height=\"296\" srcset=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Allocate-to-Contract-Visibility-within-Budget-1024x474.jpg 1024w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Allocate-to-Contract-Visibility-within-Budget-300x139.jpg 300w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Allocate-to-Contract-Visibility-within-Budget-768x356.jpg 768w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Allocate-to-Contract-Visibility-within-Budget-1536x711.jpg 1536w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Allocate-to-Contract-Visibility-within-Budget.jpg 1920w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/>\u00a0<\/strong><\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<h1><strong>BUDGET TOOLS<\/strong><\/h1>\n<ul>\n<li><strong>Copy Supplier Contract SOV Subitems to Main Contract<\/strong> &#8211; Added the ability to copy supplier contract SOV subitems into the main contract SOV items after a budget payment application has been created. This will allow the Owner to see a detailed breakdown update in their payment application identical to the supplier SOV.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<div style=\"width: 640px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-2914-1\" width=\"640\" height=\"360\" loop autoplay preload=\"auto\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/copy-supplier-SOV-items.mp4?_=1\" \/><a href=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/copy-supplier-SOV-items.mp4\">https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/copy-supplier-SOV-items.mp4<\/a><\/video><\/div>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li><strong>Main Contract Zero Budget Amount<\/strong> &#8211; Zero-amount budgets added to the main contract in Change Orders are now updated with actual costs from Cost Payment Applications and Expenses automatically using the Aggregate costs button.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2922 size-full\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Main-Contract-Zero-Budget-Amount.gif\" alt=\"\" width=\"1665\" height=\"852\" \/><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li><strong>Spread Markup Value in Main Contract \u2013 <\/strong>Using \u2018Fixed Price\u2019 as main contract type will now automatically add markups added to Change Orders to the work items so they can easily be not disclosed to the client. For example, a 10% mark up to a 10k concrete works Change Order item will result in a 11k concrete works item.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<ul>\n<li><strong>Budget Edit Mode Spreadsheet Export <\/strong>\u2013 Added the ability to export a PDF\/spreadsheet report from the budget when in edit mode.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<ul>\n<li><strong>Budget\/Cost Payment Application Information Update<\/strong> \u2013 Added a button to make the updating of values from previous applications simple if there is a scenario where multiple payment applications are open and being edited at the same time.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-large wp-image-2923 aligncenter\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Budget_Cost-Payment-Application-Information-Update-1024x454.jpg\" alt=\"\" width=\"640\" height=\"284\" srcset=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Budget_Cost-Payment-Application-Information-Update-1024x454.jpg 1024w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Budget_Cost-Payment-Application-Information-Update-300x133.jpg 300w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Budget_Cost-Payment-Application-Information-Update-768x340.jpg 768w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Budget_Cost-Payment-Application-Information-Update-1536x681.jpg 1536w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Budget_Cost-Payment-Application-Information-Update.jpg 1920w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<h1><\/h1>\n<p>&nbsp;<\/p>\n<h1><strong>CHANGE ORDER TOOL<\/strong><\/h1>\n<ul>\n<li><strong>Spread Markup Value in Owner Change Order <\/strong>&#8211; When selecting Fixed Price in the Main Contract setup, the system now spreads change order markup values over normal cost items. For Owner&#8217;s with collaborative access, the markup summary section isn&#8217;t visible in their view.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<ul>\n<li><strong>Add Attachments from Cost Items at Generation \u2013<\/strong> Previously only to PCO, when generating a document for RFQ\/RCO\/OCO\/SCO users can now add attachments from Cost Items to include all necessary information.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-large wp-image-2924 aligncenter\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Add-Attachments-from-Cost-Items-at-Generation-1-1024x585.png\" alt=\"\" width=\"640\" height=\"366\" srcset=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Add-Attachments-from-Cost-Items-at-Generation-1-1024x585.png 1024w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Add-Attachments-from-Cost-Items-at-Generation-1-300x171.png 300w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Add-Attachments-from-Cost-Items-at-Generation-1-768x438.png 768w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Add-Attachments-from-Cost-Items-at-Generation-1-1536x877.png 1536w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Add-Attachments-from-Cost-Items-at-Generation-1.png 1920w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-large wp-image-2925 aligncenter\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Add-Attachments-from-Cost-Items-at-Generation-2-1024x574.png\" alt=\"\" width=\"640\" height=\"359\" srcset=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Add-Attachments-from-Cost-Items-at-Generation-2-1024x574.png 1024w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Add-Attachments-from-Cost-Items-at-Generation-2-300x168.png 300w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Add-Attachments-from-Cost-Items-at-Generation-2-768x431.png 768w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Add-Attachments-from-Cost-Items-at-Generation-2-1536x862.png 1536w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Add-Attachments-from-Cost-Items-at-Generation-2.png 1920w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li><strong>SCO Approval Workflow Award Date Auto-Populated<\/strong> \u2013 System now automatically fills in the award date after an SCO approval workflow.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<ul>\n<li><strong>Retention Setting in Generated Contract Document <\/strong>\u2013 New variable for users to include the retainage\/retention % in generated contract documents. New variables:<\/li>\n<\/ul>\n<p>{contract.retention.completedWorkRetentionPercent}<br \/>\n{contract.retention.materialsOnStoreRetentionPercent}<\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li><strong>Supplier Change Order Document Generation Owner Change Order Number Visibility<\/strong> \u2013 The supplier change order document template now includes the variable to pull owner change order numbers.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-large wp-image-2926 aligncenter\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Supplier-Change-Order-Document-Generation-Owner-Change-Order-Number-Visibility-1024x274.jpg\" alt=\"\" width=\"640\" height=\"171\" srcset=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Supplier-Change-Order-Document-Generation-Owner-Change-Order-Number-Visibility-1024x274.jpg 1024w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Supplier-Change-Order-Document-Generation-Owner-Change-Order-Number-Visibility-300x80.jpg 300w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Supplier-Change-Order-Document-Generation-Owner-Change-Order-Number-Visibility-768x205.jpg 768w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Supplier-Change-Order-Document-Generation-Owner-Change-Order-Number-Visibility.jpg 1275w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h1><strong>FORECASTING<\/strong><\/h1>\n<ul>\n<li><strong>Cashflow PDF Export Updates<\/strong>\n<ul>\n<li>\u2018amount\/%\u2019 information added to report cover page.<\/li>\n<li>The chart now exports in the PDF report.<\/li>\n<li>The ability to pull\/schedule cashflow reports is available in the Reports tool.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2927 \" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2022\/01\/18\/Cashflow-PDF-Export-Updates-e1642539572666-639x1024.jpg\" alt=\"\" width=\"342\" height=\"654\" \/><\/p>\n<p><strong>\u00a0<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>HOME PAGE<\/p>\n<ul>\n<li>Date Settings Copied in Project Templates \u2013 Now when copying a project via project templates the system supports the copying of date settings.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<ul>\n<li>Payment Application Submitted Date Visibility \u2013 Added the submitted date to the Dates section in the budget and cost payment application flyout.<\/li>\n<\/ul>\n","protected":false},"author":22366,"featured_media":2930,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[81,18,82],"tags":[],"class_list":["post-2914","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cost-management","category-next-gen-bim360","category-project-controls"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - 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