Here is a list of the features that are currently under development and are scheduled to appear in Onware 7.4. This list is still subject to change, but should give a good idea of what we will be including.

Meeting Minutes
– Update the edit screen format and code to make use of partial page loading, to increase the speed of editing and working with meeting minutes
– Add the ability to generate particular reports and attach to the meeting notes (i.e. active PCNs, RFIs, Submittals, COs)
– Reports will be output to PDF and the generated PDF will be attached to the meeting notes
– Add “Issue” workflow that will issue the meeting minutes after they are completed
– Add a “Copy” function when editing a meeting, that will copy the current meeting and allow editing of the location/date/time while staying on the current meeting’s edit screen
Impersonate Any User
– Add the ability for Contract Administrators to impersonate any user
– An audit log will be created that will record when:
1. A user logs in
2. A user impersonates another user
3. A user creates a document while impersonating another user
4. A user saves/changes a document while impersonating another user
– A browse screen will be provided that will allow Administrators to review the audit log
– This will be in addition to “Issuing on Behalf Of” which will continue to function as-is
Default E-mail Subscriptions
– Create a user preference for default e-mail subscriptions
– It will be possible to speficy default e-mail subscriptions when configuring a user
– When the user is added to a project, their default e-mail subscriptions will be applied to the project
PCN Re-quote
– When rejecting a quotation, do not change the pricing by/on fields
– Add new fields for re-pricing by/on which will be set when rejecting a quote
– Update re-quote functions to use the new fields
Submittal Editing
– Remove the ability to make attachments on Submittals
Project Person Lists
– Change the lists of people attached to projects to be sorted by company then person, displaying the company separate from the person’s name (as per specification)
– Update the e-mail subscription, alert and distribution list configuration screens to use the new formatting
Person Edit Screen
– Combine the person edit and preferences screens
– Make all the options on the preferences screen available on the person edit screen
Submittals
– Modify ‘To’ drop-down list to include the primary discipline of each person
Browse Screens
– Add date span filters (for the Issued date) to PCNs, CCs, and COs as an advanced option, default will be all dates
Quotations on PCNs
– Add workflow step to send to the owner for review before finalizing
Unsolicited Change Request
– Add the ability to send back to the contractor for re-quote on the same document instead of having to create a second UCR
PDF Generation
– Add thumbnails to PDFs uploaded to Onware as attachments
– PDF thumbnails will be queued and generated in the background, so may not appear right away** Please note: this will require a full version of Adobe Acrobat installed on the Onware server to generate PDF thumbnails and a copy of Microsoft Office installed to generate thumbnails for Office documents
Default Distribution Lists
– Create a user preference for default distribution lists
– It will be possible to speficy default distribution lists when configuring a user
– When the user is added to a project, their default distribution lists will be applied to the project
Cross Project Report
– Update security settings to allow owners to access the cross project report
– Make a limited version of the cross project report that will only list projects that the owner belongs to
Project Drop Down Preference
– Create a user preference to sort project drop down lists by either project title or project number
– Will default to project title
– Update project drop down lists to use this preference