Control Archived Release Notes

General release is available starting 07-OCT-2024.

Updated 09-OCT-2024

• Actuals user-defined and Estimate resource fields integration - The Actuals user-defined and Estimate resource fields are now available in syncs and cost item actuals API integrations. Read more

  The Actuals user-defined and Estimate resource fields are available in the following syncs and APIs:

  Syncs

  • ActualQty

  • ActualMHCost

  Cost item actuals APIs

  • Create Actuals Generic

  • Create MultiProject Actuals Generic

  • List Actuals

  Refer to the Control Integration Specification document for more details.

VIDEO | 24.7 Release Overview

General release is available starting 05-AUG-2024.

Updated 05-AUG-2024

• User defined fields (UDF) in Cost item Actuals details – The Actual details > Claim actuals slide-out panel in the CBS now has six new user defined fields for quantities, both man and equipment hours, and cost. Read more

  The first two UDF fields are date specific fields. These can be used as start and end dates for the claimed quantity, instead of solely relying on the Posted date field for the one claimed quantity date transaction.

  The other four UDF fields are free text fields, which can be used for any variable attributes, such as defining the claimed work area location.

  These new UDF fields also have custom labels so you can rename them as needed.

  A new Estimate Resources field has been added that lets you select a resource from a list, such as installed material or labor resource to log against an actuals transaction.

  

  The new UDFs can also be viewed in Actuals history.

  

  If multiple quantities are claimed, the new UDFs also show in the Claim multiple CBS quantities dialog and subsequently in Actuals history.

  

  The new UDFs have also been added to the CBS Excel import as mapped fields.

  

  For more information, see the new User-defined fields topic.

   

• Limits on cost items and pay items in change orders and budget moves – The new limit supports consistency when creating, changing, and approving budget moves or contract adjustments, reducing the risk of partial approvals and failures. Read more

  If an attempt is made to add more than 250 cost items or 100 pay items, the Add button on the budget move and contract adjustment form is disabled. The Submit button on the approval form is also disabled if either one of these conditions is met. A message now shows on both forms that lets you know a maximum number of cost and pay items has been reached.

  For more information, see Change Management Overview .

VIDEO | 24.5 Release Overview

General release is available starting 03-JUN-2024.

• Cost item creation process – The performance and page layout for the cost item creation process has been improved to reduce the amount of time it takes to create new cost items. Read moreWatch Video

  Prior to this enhancement, a save would occur after a change was made to any of the New Cost Item attribute page fields. Now, you can make multiple changes and then click the Save button when you are finished with updates to the new cost item fields.

  The new cost item window now includes a section where you can add multiple cost items. Newly added cost items are positioned at the bottom of the CBS hierarchy. As part of the cost item creation performance improvement, you can now quickly create multiple cost items and then click Save when you are finished.

  

  For more information, see Cost Item Setup.

   

• Update Current Estimate values based on Current Budget Adjusted values – You can now update your current estimate values based on the adjusted current budget values for contract adjustments and budget moves. Read moreWatch Video

  There are now ten new columns that show how the current estimate values are based on the adjusted current budget values.

  

  New check box options under the Update CE total cost, Update CE total MHrs, and Update forecast (T/O) qty let you opt to update the current estimate based on what is adjusted in the current budget after the contract adjustment or budget move is approved.

  

  For example, if the Adjust CB cost is $500, $500 is added to the CE total cost after the contract adjustment or budget move is approved if the Update CE total cost box is checked to automatically update the New CE total cost field. You can preview the results in the New CE total cost, New CE total MHrs and New forecast (T/O) qty columns.

  

  You can select multiple cost items and update in mass to update the new Update columns when you select the Auto calculate icon, only when you select the Update CB from CE, or the Update CE from CB options.

  

  If want to always default the Current estimate cost, man-hours, and quantity to be updated with adjusted Current budget cost, man-hours, and quantity values when change orders are approved, you can switch the Default CE values to be updated from CB values On in Settings > Control > Project Tracking.

  This is a quick way to keep CE and CB values in sync without having to double enter values.

  

    

• Consume pay item associations with new cost items from InEight Change – Control change orders now consume Change’s pay items association with new costs items. Watch Video

  For more information, see Contract Adjustments.

Updated 13-May-2024

• Add Forecast data blocks – The performance and process to add a Forecast data block to the CBS has been improved, and the load-time when adding the forecast data block in the CBS page has been reduced. Read more Watch Video

  Previously, when you would add the forecast data block into the CBS, the page update could take a long time to load, depending on the number of forecasts being loaded.

  Now, when you open the Forecasts view, you can select existing private forecasts or choose to create a new private or shared forecast. This improves the performance of loading forecasts and creates a more manageable list of private and shared forecasts.

  

  For more information, see Data Blocks.

   

• New Forecast (T/O) - Pay qty delta column – The new Forecast (T/O) – Pay qty delta column on the Pay Items tab shows the difference between the forecast quantity and the current pay quantity. Read more

  The calculation for this new column is the Forecast (T/O) minus Pay quantity delta equals Current forecast (T/O) quantity minus Current pay quantity. The data in this column saves you from having to manually calculate the differences between the Current forecast (T/O) quantity and Current pay quantity Pay Item register columns.

  

    

• Edit WBS phase codes and budget segments – A permission has been added that lets you edit the WBS phase code and budget segments. Read more

  When the Edit WBS phase codes and budget segments permission is assigned to a role through Suite Administration > Roles and Permissions > Control, users are allowed to populate the WBS phase codes and budget segments in the CBS workspace. This permission only applies based on configurations set for the WBS phase code and the budget segments. This permission must be selected to allow users to edit WBS phase codes and budget segments.

  

  For more information, see Project Settings and Roles and Permissions.

    

• Time Phased Forecast Microsoft Excel Import – You can now import a Microsoft Excel file to update the values in Time Phased Forecast. Read more Watch Video

  Prior to this enhancement, you had to manually enter in the time phased forecast values in each field which can be time consuming when there are several records to update.

  Now, you can select the Import icon on the Time Phased Forecast page to download the time phased template. To import time phased forecast values, you can download a template shown in step 2 below.

  

  The Excel file includes the cost items that are in your current Time Phased Forecast view. Columns in orange are required, columns in yellow are optional to change, and columns in grey are ignored and cannot be changed. When you are finished making your Excel changes, you can then import the Excel file into Control to update the Time Phased Forecast with your new values. Column header names will be ignored if changed.

  

  Updates are made when you select Publish. Excel imports are shown in the Import History Audit Log, where you can download the Excel file to see a list of errors if the process fails.

  For more information, see Time Phased Forecating.

   

• New Total change order value column – The Total Change Order Value has been added in Control which lets you see the total value from the executed CCO from Change. Read more

  The Total Change Order Value is populated for any CCO type change order. When a CCO is executed in Change, this new column is populated with the Change value. This is helpful because the Total Change Order Value shows you the sum of all the change orders from Change.

  

    

• Contract Forecast Method – The tax from draft pending vendor change orders now shows in Control’s Forecast Total Cost column when the Contract Forecast Method is used.

  For more information, see Forecast Methods.

• Change register filters retained – Control now retains Change column filters when you navigate out of the Change register, and then go back to the register. Read more

  Previously, if you set a column filter on a page, and then leave the page, when you came back to the page the column filter was reset.

  For more information, see Approval Process.

• New Forecast (T/O) – CB qty delta column – The new Forecast (T/O) – CB qty delta column in the CBS shows you the difference between the forecast take-off quantity and the current budget total quantity. Read more

  This new column lets you quickly filter on non-zero CBS records for awareness to update the Forecast T/O Quantity or the CB Total Quantity.

  

  For more information, see Progress Measurement Overview.

   

• Include new unapproved contract line items in Contract forecast method – When creating a new line item in a Contract vendor change order, the line item price is now included in the associated cost item's Contract forecast method. Read more

  After a new line item is saved, a batch process is initiated in the background that sends the line item’s net price over to Control.

  

  The net price from Contract shows in Control’s forecast total cost column.

  

  Previously, the net price would only show in Control’s forecast total cost method when you selected the Add existing line item menu option from a VCO. The forecast total cost only included executed line items plus any pending VCO amounts for the existing line item.

  For more information, see Forecast Methods.

    

• Decimal precision settings for showing zero decimal places – Numeric fields can now be configured to omit decimals for currency, unit cost, percentages, cost summary and quantities. Read more

  

  For more information, see Project Settings.

     
• New Cost item Excel import predictive hierarchy – New cost items created via the Cost item Excel import process now automatically adjusts the CBS structure to match your import as needed. Read more

  This process is applicable for new cost items only.

  

  The cost item Excel import process can now predict the movements in the current hierarchy and the hierarchy that is being added via the Excel import.

  For example, the following CBS positions already exist in the CBS.

  

  You have three cost items that you want to import. Two of them already exist in the CBS, and one of them is new.

  

  The import process imports Excel CBS positions 1 and 1.1, and places 2.1.2 at the bottom of the hierarchy. Previously, it wasn’t possible to import CBS item 2.1.2 because it is not a valid CBS position.

  

  For more information, see Cost Item Excel Import

     

• Performance improvements – Performance modifications have been made to the back end services to improve the performance and resiliency of the system.

• Plan quantity now shows in the CBS and can be copied to Forecast T/O qty – The new Plan component total qty column has now been added to the CBS register. Read more Watch Video

  The new Plan component total qty column shows the sum of the component quantities from Plan and Control and now lets you update the Forecast (T/O) qty to match this value.

  

  Using the Install conduit cost item as an example, it is assigned to WBS phase code 1139 in the CBS.

  

  In Plan, WBS phase code 1139 is assigned to components Conduit material with a quantity of 150 and Install conduit with a quantity of 120.

  

  In the CBS, the Plan component total qty for the Install conduit is 270, which is a total of the two WBS 1139 components in Plan.

  

  The Forecast (T/O) - Plan component qty column has also been added to the CBS. This column is the difference between the Forecast (T/O) and the Plan component quantity.

  

  Update Forecast (T/O) quantity with Plan components

  The Update Forecast (T/O) qty with Plan component total quantity option located under the Actions drop-down, copies the Plan component total quantity over to the Forecast (T/O) quantity. You can also right-click in the context menu to see this option.

  

• Enable Manual Snapshots – You can now create a manual snapshot of Control project data in the CBS and Pay Items registers. Read more Watch Video

  Previous to this new feature, when the Push to Live Forecast sync is initiated, a snapshot is generated, so that all the data contained in the revenue and forecast at that point in time is saved and the snapshot is created at the end of the fiscal period. The same is true for the Revenue forecast sync.

  Now, if you have the Enable manual snapshots setting enabled, you can create a snapshot at any point in time, separately from any of the above-mentioned syncs.

  

  When the Enable Snapshots settings is enabled, you can select the Take Live Snapshot option from the Current Live Forecast drop-down menu in the CBS to capture current values in the Live Forecast, Current Budget and Current Estimate.

  

  Snapshots can also be taken from the Actions menu.

  

  You can view the draft snapshot by selecting the View draft snapshot from the Current live forecast drop-down menu. This lets you know that the draft snapshot is not yet finalized for the current month.

  

  When you select View draft snapshot, the snapshot values load into the CBS in a read-only status.

  

  When you select the Take Live Snapshot meu-option, consecutively, a message lets you know that an existing snapshot already exists and a choice to override the previous snapshot.

  

  The same snapshot functionality now exists in Pay Items, with the exact same option.

  

  Allow syncs to replace snapshots

  When the Enable manual snapshots and the Allow syncs to replace manual snapshots toggle is turned to On, the manual snapshot is replaced when the Push Live Forecast and/or Push Forecast revenue is synced. If this setting is disabled, syncs are replaced with manual snapshots.

  

• Static manual time phased forecasting (TPF) – The new static manual forecast method lets you distribute a time phased forecast (TPF) in the future without causing a redistribution. Read more

  Watch Video

  All values entered in the TPF are constant, and any deltas based on current month actuals that do not equal what was forecasted for that month, must be spread manually.

  To enable the static manual forecast method, the Forecasting and Push time phased forecast to Live forecast toggles must be set to On in Settings > Control > Forecast.

  

  The static manual forecast can be enabled on the Time phased forecasting page by first making a change to any of the distribution fields. After you click the Publish button, the Push these values to the Live forecast dialog box opens. When the Do not redistribute manual spread check box is selected, the values entered in whole months remain as-entered and are not automatically redistributed when actuals are incurred or months close.

  

  The forecast method for the CBS record automatically changes to static manual TPF, and the forecast remaining cost and forecast total cost changes based on the distribution amount adjusted in TPF.

  

  If costs are claimed for the CBS item, the forecast total cost remains the same, but the forecast remaining cost is reduced from the claimed actual quantity.

  

  In TPF, the claimed amount now shows the phased forecast remaining cost, which represents the remaining amount that still needs to be spread. The phased forecast remaining cost now must be deducted somewhere from the TPF distribution.

  

• New Get APIs – You can now pull information from Control and push to other external systems. Read more

  Data can now be sent by individual APIs directly from Control. This new feature can be used to get information from Control and send to other external reporting systems.

  For more information on the new APIs, refer to the "InEight Control Integration Specification" document, which will be available later in this release.

  The new cash flow report is driven by the new revenue and cost timing settings in Settings > Control > Revenue.

  

• Project level fiscal calendars – Project-level fiscal calendars can now be edited, which lets you adjust project-specific calendars with certain time-period requirements. Read more Watch Video

  Changes can now be made to project fiscal calendar fields in Settings > Fiscal Calendar. Changes to the project fiscal calendar override the organization fiscal calendar settings, and no updates are inherited from the organization settings. If there are no changes at the project level, and the project matches the organization fiscal calendar settings, the project inherits these settings at the organization level.

  Any changes to the project fiscal calendar impact read-only snapshots, which are captured at the closure of month end plus days, for the period month being closed. Changes also influence the monthly time buckets in time phase forecasting and budgeting and to the time periods in which claims can or cannot be posted.

  

• Unique budget code segments – You can now populate budget segments in Workspaces to show a unique code label. Read more Watch Video

  Unique budget code segments now contain more options to identify a cost item using four independent fields that are separated by periods. Budget Codes can be configured at the organization level in All projects & organizations > Edit Organization and are primarily used with Time Center.

  Previously, the only way to manage budget segments was through the Cost item API. You can now also view and modify the budget segments via the CBS Workspaces grid and through Microsoft Excel.

  

  You can add or delete the segments depending on how your established procedures for setting up budget code segments.

  The selection of the project workflow dictates the ability to edit budget codes segments.

  

• Change markup now available in contract adjustments – Control now consumes markup amounts from InEight Change. Read more

  The total amount and costs coming from Change, including the markup, now integrate into Control. The Markup field has been renamed to Billing rate markup, and the CCO markup and CCO unassigned markup fields are new contract adjustment header fields. These changes help you make a more informed decision on how to adjust the Adjusted current price.

  

    

• Cash flow report – This cash flow report shows the total actual and forecasted cash in and cash out across each month of the project. Read more

  The new cash flow report is driven by the new revenue and cost timing settings in Settings > Control > Revenue.

  

• Average performance by date range – You can now define a date range when selecting the average performance forecast method in the CBS. Read more

  When Average performance is selected as the Forecast method in the CBS, you can click into the new Average performance settings column and select a date range to use for the actual rate of completion for the remainder of work.

  

  For example, if you choose to calculate the average performance based on the most recent three weeks, the Forecast remaining cost and Forecast remaining MHrs change based off the cost item’s performance from the last three weeks.

  

  The Forecast method and Average performance settings changes are also shown in the cost item details slide-out panel.

  

• Pay item forecast take off quantity allocations now proportionally roll down to the assigned to cost items – A new project setting has been created to push pay item quantity adjustments to associated assigned cost items. Read more

  The unit price pay item Forecast (T/O) quantities now proportionally rolls down to the contributing cost items’ Forecast (T/O) quantities. The quantity only rolls down to the cost item when the Allow as built is set to quantity, or, when set to All for cost items assigned to pay items.

  

  Pay item to cost item roll down changes also show in the CBS Audit log.

  The pay item and cost item quantity rolldown relationship is controlled by setting the Enable pay item Forecast (T/O) qty roll down switch to On in Settings > Control > Revenue.

  

• Design total qty and man-hours columns in the CBS – You can now compare the Design total quantity and Design total man-hours to such columns as the Forecast (T/O) quantity and Forecast hours, to make sure the values match up with what is in InEight Design. Read more

  

    

• Multiple changes to contract adjustments and budget moves – Multiple changes to contract adjustments and budget moves. Read more

Permit change order price values to not match between Control and InEight Change

You can now choose to not enforce the net contract changes for pay items to not match the current price from received change orders.

When approving contract adjustments from Change to Control, pay item amounts are no longer required to equal the amount received from Change if the Enforce change order price values to match between Control and Change is turned off. In Settings > Control > Revenue, the switch button in the Off position is ideal when pay items are not being used in a contract adjustment.

The example below shows a CCO agreed price of $101.00 and an Adjusted current price of $22.00. When advancing to the Summary page, you can now approve the contract adjustment without the CCO agreed price and Adjusted current price matching.



When the Enforce change switch is turned on, the error message below stating that the contract adjustment cannot be approved shows when the Adjusted current price does not equal the CCO price.



Assign pay item assignment when a new cost item comes from Change

When new cost items are sent over to Control from Change, you can assign cost items to pay items. After a contract adjustment is approved, the pay item assigned during the contract adjustment is shown in the Pay item assignment field.



Additional columns and column name changes in the Contract adjustment and budget move

The word total has been removed from the Adjusted CB MHrs and Adjusted CB cost columns for both contract adjustments and budget moves. New CB total MHrs and New CB total cost columns have also been added to the CBS.

• Project-level custom forecast methods – You can now create custom forecast methods at the project level. Read more

  This new feature lets you create forecast methods by configuring your own calculations in Settings > Control > Forecast > Custom Forecast Method Calculations, at the project level.

  

  To create a custom Forecast Method, click Add Custom Forecast Method, then enter the Forecast Method Name, Forecast Total Cost and Forecast Total Mhrs calculations. You can create a maximum of ten custom organization and project level forecast methods at one time, which can be a total combination of twenty for both organization and project level forecasts.

  Select the Formula icon to choose fields to include in your forecast formula.

  

  In the CBS you can set the Custom Forecast Method for a cost item at the project level, which updates the Forecast Total Cost and Forecast Total Mhrs based on the calculations created in settings.

  

   

• Pay item views – After your page view is arranged to your preference in the Pay Items page, you can now create and save pay item views. Read more

  The pay item view feature lets you select which columns to display in the current Pay item view, with the Price and Revenue views as the default views.

  

  You can click the pay item column selection icon to choose which fields to include in your view.

  

  Like the view feature in the CBS, you can create, save, rename and delete views.

  

• Backdating time phased budget – The Edit past Time phased budget values toggle lets you edit past fiscal period time phased budget values. Previously you could only edit current and future fiscal periods. Read more

  

  Now, when this setting is turned on, you can edit your past time phased budget values via a budget move or a contract adjustment in the time phased budget step, with the proper permissions.

  

  Selecting the new Rebaseline icon resets the cost item's time phased budget distribution based on the Start and Finish dates against that cost item. Rebaselining lets you amend your time phased budget distribution costs for a cost item.

  You can now also edit any of the Adjusted cost values manually for past months.

  

• Mandatory forecast notes – You can now require mandatory forecast notes when switching to a manual forecast type. Read more

  When the Mandatory notes for manual Forecasts switch is turned on, entering forecast notes are mandatory for Manual (EAC) and Manual (ETC) forecasts.

  

  When manually forecasting, notes are required to be entered in the Forecast Notes dialog box. Once confirmed, the notes are captured, and the forecast method automatically changes to Manual.

  This new feature helps to keep track of manually entered forecasts, which includes a rationale for why a manual forecast is being used instead of selecting an existing forecast.

  

   

• Update percent complete in Control – The Percent Complete in Control now updates when you claim schedule of value items in InEight Contract. Read more

  Quantities that are claimed in InEight Contract for schedule of value items now updates the percent complete in Control when the Update % complete from Contract switch is enabled.

  Updating the percent complete provides you with another way to claim quantities against schedule of value items in Contract.

  

  When quantities are claimed against a schedule of values item in Contract and the Get quantities sync is executed in Control, the cost items actuals quantity completed gets updated with a percentage claimed toward the contract's schedule value total cost.

  

• Create new subordinate cost items from existing terminal cost items – You can now create new subordinate cost items from existing terminal cost items in the CBS. Read more

  All attributes for the existing terminal cost item now automatically change, which also includes turning the terminal cost item into a parent cost item. The existing cost item cannot have an existing budget or any actuals for this process to occur.

  

  Previously, it was necessary to create a new subordinate cost item from scratch, change all associated attributes, then adjust the CBS position.

   

• Delete cost items from the CBS – You can now delete cost items from the CBS for cost items that do not have any actuals posted. Read more

  When deleting cost items from the CBS, it is no longer required to delete the forecast, clear out the account code, or change any other attributes to delete a cost item. This new enhancement lets you delete cost items without the need to take prerequisite steps that lead up to the deletion.

  

• Get actual cost from Contract – You can now pull the actual cost from Contract and show them in Control. Read more

  When the Get actual cost from Contract setting is enabled in Settings > Control > Project Tracking, contract actual costs can be shown in Control > Workspaces after the batch process between Contract and Control has completed.

  

  You can see actual costs from InEight Contract in Control > Workspaces. Actual costs from Contract can consist of a goods receipt, an accrual, or an invoice receipt/payment form. If a goods receipt and an invoice receipt come in at the same time for a record, the higher cost is recognized and not duplicated.

  

• CBS Forecast Notes enhancements – The Latest Forecast Note column has been added to the CBS. Read more Watch Video

  This column lets you see the most recent forecast note without having to click on a cost item to view the slide-out note. Now you can see the forecast values and the associated note in one window in a grid-like format.

  

  You can enter notes in the Latest Forecast Notes field by typing directly into the field or by using the copy/paste function.

  

  The Forecast Notes slide-out shows when you double-click on a forecast note. This lets you see an audit trail of all the forecast note changes for a cost item with their associated values. Shown below is a snapshot of three separate forecast notes that include such fields as the Forecast (T/O) qty, Forecast Method, and the date the note was entered.

  

  Multiple Forecast Notes can also be imported via the cost item Excel Import process.

  

• Change Order Validated Fields – Change Order fields can now be configured as validated drop-down list fields. Read more

  The organization-level toggle to make validated drop-down list fields is in Settings > Control > Others > Change Order Details

  After the toggle is set to On, the Discipline, Issue #, and CCO fields are validated dropdowns. When the toggle is set to Off, these fields are free text fields with no validations.

  In the example below, six validated issues have been selected to be associated with this change order after it is submitted.

  

   

• Net Zero Budget Moves from Change – You can now perform a zero-budget move from Change which ultimately creates a contract adjustment in Control. Read more

  After the budget move is created in Change, the change order appears in the Control Change register with a status of Issue-Draft as a budget move.

  

  When you create a budget move in Control, all the attributes that were setup in Change now flow into Control automatically.

  

   

• Unit Price Proportional Billing – When you bill revenue or quantity for unit price pay items, the billed quantity or revenue now automatically adjusts proportionally to the entered billed value to match the unit price. Read more

  For example, if the current unit price is $1,000.00 and the billed quantity is 0.50, then the billed revenue automatically calculates at $500.00.

  

• Pay Item Contribute Quantity – The Pay Item Contribute feature is now a column in the CBS. Read more

  The Pay Item Contribute Quantity can now be added as a column in the CBS.

  

• CSV Export enhancement – CSV exports can now use the semicolon delimiter when User Preferences is set to comma. Read more

  When the Number Format in user preferences uses a comma as the decimal delimiter (which is common outside of North America), then the CSV export uses semicolons instead of commas to delineate the columns.

  

  The export can be opened in Excel by selecting Data > Get Data > From File > From Excel Workbook, selecting the exported file, then selecting Semicolon as the delimiter.

  

• Required Cost Item Sync Option – A Prevent project from syncing if required cost items are not added toggle has been added to prevent the project from syncing if required cost items are not added. Read more

  The Required cost items feature lets you create standardized or most commonly used cost items at the organization level and then add them at the project CBS level.

  

• Custom Forecast Methods – You can now create custom forecast methods at the organizational level. Read more Watch Video

  This new feature lets you create forecast methods by configuring your own calculations in Settings > Control > Forecast > Custom Forecast Method Calculations.

  

  To create a custom Forecast Method, click Add Custom Forecast Method, then enter the Forecast Method Name, Forecast Total Cost and Forecast Total Mhrs calculations. You can create a maximum of ten custom forecast methods at a time.

  Select the formula icon to choose fields to include in your forecast formula.

  

  In the CBS you can set the Custom Forecast Method for a cost item at the project level, which updates the Forecast Total Cost and Forecast Total Mhrs based on the calculations created in Settings.

  

• Vendor MHrs from Progress – You can now see the subcontract man-hours in Control for cost items that derive from InEight Progress. Read more Watch Video

  In addition to assigning a vendor to a cost item, and viewing the assigned vendors from InEight Contract, you can now also see the claimed MHrs originating from Progress in Control > Workspaces, upon approval in Progress.

  After the claimed vendor hours are approved in Progress, the Actual vendor MHrs (to date) and Actual columns populate with the claimed hours.

  

  In Progress > Daily Plans > Timesheet, the new Vendor tab lets you choose which vendors to include on your daily time sheet as selected vendors to claim hours.

  

  Only those vendors that are assigned in Control > Workspaces can claim hours against a timesheet in the daily plan. In Progress, if a vendor is not assigned to a cost item in Control, then the vendor hours task block is disabled, and hours cannot be claimed.

  

  If a vendor is assigned to a cost item in Control, then the vendor can claim actual hours.

  

• CBS URL columns – Organization-level CBS URL columns 6, 7, and 8 have been added to the CBS register. Read more

  At the organization level, you can define a URL with associated criteria to be used as an attribute for a cost item in the CBS, which is applied to each of the organization’s projects.

  

  These new CBS columns are also included in Cost Item Details and can be accessed by right-clicking on a cost item and selecting Cost Item Details > Attributes.

  

  Creating CBS URL links lets you associate shared documentation, such as any external standard reports that are used across the organization. Instead of setting up links for every project, you can create a CBS URL link in Settings > Custom Lists.

  

  At the organization level, you can create direct links to URL addresses outside of the InEight cloud platform under Custom Lists. In the URL Builder, enter a URL that you want associated with your list name, along with any other dynamic attributes such as Project ID and CBS position code.

  

• Pay item contribute quantity – A Pay item contribute qty check box has been added in the CBS slide-out panel > Cost Item Details > Details, that lets you choose which cost items contribute to the Pay item's forecast (T/O) quantity and can affect earnings rules for the associated pay item. Read more Watch Video

  A new Pay item contribute qty check box is available in the CBS slide-out panel > Cost Item Details > Details, that lets you choose which cost items contribute to the Pay item's forecast (T/O) quantity and can affect earnings rules for the associated pay item.

  

  The pay item contribute quantity function works only when the Pay item Forecast (T/O) qty rollups toggle is set to On in Settings > Control > Revenue. If you have a unit price pay item, its forecast (T/O) quantity is the sum of all the contributing cost items forecast (T/O) quantities.

  

  Now, in the CBS, you can quickly modify the pay item contribute quantity either in bulk or by selecting a single cost item.

  

  Selecting the Pay item contribute qty check box updates both the Current forecast (T/O) and the Update earning rules, only if Earnings rules are set to calculate based on the Forecast (T/O) qty value in Pay items.

  

  Deselecting the Pay item contribute qty check box in the CBS also updates both the Current forecast (T/O) and the Update earning rules in Pay items.

  

   

• Cost item revenue calculations – For parent cost items that are tracking costs and quantities, revenue is now calculated at the parent cost item level. Read more

  For parent cost items where Allow as-built is not equal to None and cost or quantities are being tracked, revenue values are now being calculated at the parent cost item level rather than always rolling up children revenue values to the parent. If the costs or quantities are being tracked at the terminal cost items, then those revenue values are calculated at the terminal cost items and rolled up to the parent.

  

   

• View list of pay items in contract adjustments – You can now see a list of pay items already created in a contract adjustment. Read more

  When creating a pay item in a Contract adjustment, you can now see a list of previously created pay items in Control > Workspaces > Actions > Budget move and contract adjustment > Contract Adjustment > Pay items > Add pay item > Create new pay item >Pay item number, instead of needing to navigate to the pay item’s register.

  

  This helps you keep any current number and description formatting to follow the next consecutive number, or description scheme.

  You can also see the pay items that are awaiting approval.

  

• Actualizing revenue – In Pay Items, after a bill has been sent to a client, you can now log received revenue.

  Read more Watch Video

  Prior to the 22.4 release, Control realized revenue by billing revenue, withheld and released retention, and changed the retainage percent. In this release, you can now additionally log and track received revenue.

  In the Pay Items register, a Claim Revenue icon has been added, and when selected, will show all transactions for all pay items that contain billed revenue that has not been logged as received.

  

  Alternatively, you can also right-click on one or more pay items and select Actual revenue details.

  

  The Actual revenue details form opens, which shows all the selected pay item billed transactions. In the Revenue received column, you can enter in the amount of money received by a client. The Revenue received date lets you enter the date the money is received.

  

  You can select all or some of the billed transactions, and then click the Auto Calculate icon to match the total revenue received values with the billed revenue values (everything that has been billed has been received in total).

  

  The revenue is also updated on the Billed History tab in Billed Revenue Details, for a pay item.

  

  After the Actual revenue details form is submitted, the Revenue received (to date) column on the Pay Items form shows the pay item amount received.

  

   

• Required cost item – You can now create standardized cost items at the organization level, and then projects can add the cost items to the CBS. Read more Watch Video

  The Required cost items feature lets you create standardized/most commonly used cost items at the organization level, and then add them at the project CBS level. Changing any of the Required cost items at the organization level, such as the account code or UOM, also updates the cost items at the project level.

  When required cost items are added in Settings > Control > Others > Required cost items, this new feature provides standardization across all projects for those cost items that are most commonly used. This enhancement can be a substitute for copying and pasting cost items from one project into another and ensures the same WBS phase code is being used regardless of the project a team member is working on.

  

• Assigned Vendor Column in CBS – You can now assign a vendor to a cost item, and also view the assigned vendors from InEight Contract. Read more

  If a vendor is assigned via a contract, the vendor name is automatically assigned to a cost item and it cannot be removed.

  

  Clicking in an Assigned vendor field lets you add new vendors. Vendors originate from the master data library for the entire organization.

  

• Consume contract percent complete – This new feature lets you consume the percent complete that is claimed against schedule of value items in InEight Plan. Read more Watch Video

  When the Update % complete from Contract setting is turned on, the percent complete is updated from the Schedule of Values (cost values) in InEight Contract. After this switch is enabled, you then determine how you want to calculate the percent complete for the individual cost items.

  

  When quantities are claimed against a schedule of values item in Ineight Plan and the Get quantities sync is run in Control, the cost items actuals quantity completed gets updated with a percentage claimed toward the contract's schedule value total cost.

  

• Pay Item retainage visibility – You can now enter the retainage for a project and show the retainage that would be held back from being billed on a pay item. Read more Watch Video

  Pay item retainage creates an incentive for contractors to complete contracted work on a project. Typically, contractors do not get paid the total amount of money until all work is complete. With pay item retention, an agreed upon retainage percentage is held back by the owner for each bill by the client until the owner agrees to release the retention.

  When changing the Default retainage percent setting in Settings > Control > Revenue, you can choose to either update all existing items on a project, update matching existing pay items, or only apply to pay items created in the future.

  

  In Pay Items, you can also change the retainage percentage per pay item.

  

  When it is time to bill for a pay item, the retainage percentage is used to automatically withhold the specified percentage of the bill to retain. You can also see your adjusted net bill which excludes the retention withheld amount.

  

  Several new retention columns have been added to track retention amounts.

  

  You can release and track your full or partial retention amounts in Billed Revenue Details, and then view the withheld and released in the Pay Item register.

  

  Refer to the Control integrations document for specific information to changes with the pay item and billed integrations.

• Create cost items from Change – You can now create new detailed cost items in Change. Read more Watch Video

  When cost items are approved in Control, they are created with the same resource criteria in Change.

  

• Schedule Performance Index (SPI) – The SPI calculation has been updated to reflect time phased budget values. Read more

  The SPI calculation has been updated to use the time phased budget values as planned values. To accommodate the time phased budget values, the planned value now includes the cumulative time phased budget planned value to date.

  The SPI is calculated as current budget earned cost / CB planned value (to date).

  • CB Planned Value to Date column – Additionally, a new column CB Planned Value (to date) is now included in the CBS register.

  

• Change order billed in Pay Item register – When creating a bill from the slide-out panel, or via the bill multiple pay items option, you can now select a change order to assign the billed amount to. Read more Watch Video

  Additionally, two new columns are now included in the Pay Item register.

  The Total Change Order Amount column shows how much of a pay item’s price is from change orders. This is a summary of all the approved change orders that are attributed to a pay item.

  The second new column, Billed Change Order Amount, shows you how much money has been billed to the customer against a change order.

  

  Associating a bill to a change order – Associate a change order to a pay item by selecting a change order either from the Billed revenue details, or Bill multiple pay items options. This lets you select which approved change orders to assign to the bill.

  • Billed Revenue Details

  

  When it is time to bill, in the Billed History tab, the associated change order is associated with the bill.

  

  • Bill multiple pay items

  Selecting the Bill multiple pay items option lets you select multiple pay items, and then select a change order to associate with your pay items.

  

• Detailed ETC FC method – The Detailed ETC (estimate to completion) method lets you modify the crew makeup and production rates that drive the remaining forecast values (based on remaining quantities). Read more Watch Video

  For example, if you started your project and you used apprentices, and now you prefer to use journeymen, you can swap out resources for your forecast resources and use journeymen instead of apprentices.

  In Control settings > Project Tracking, you can now enable forecast methods for terminal cost items when the allow-as built is set to all or cost for Detailed ETC. When enabled, all existing Current Estimate Resources are copied to the Forecast Resources tab in the CBS > Cost Item Details slide-out panel.

  

  When the Detailed ETC setting is enabled, a new tab is available in Cost Item Details called Forecast Resources. This new tab is almost identical to the Current Estimate Resources tab, with the major difference being that the Forecast Resources tab contains forecast information.

  

• Manual CBS Forecast Excel import – When manually importing cost items by either updating existing cost items, or importing new cost items, you can now import forecast values via Excel. Read more

  Depending on how the fields are mapped in Excel will determine which CBS forecast columns become populated.

  Examples of some forecast columns that can now be mapped via the Excel CBS import cost item process include: Forecast total cost, Forecast total MHrs and Forecast total unit cost. Cost categories can now also be selected for importing into Control.

  

  After the Control fields are mapped correctly with your Excel file, your CBS updates with values specified in your mapping's selection.

  

• CBS Pay Item assignment improvement – Currently in the CBS, the system lets you assign a pay item to any cost item. In this new release, a feature has been added to restrict the ability to assign different pay items to cost items within the same parent/child hierarchy. Read more Watch Video

  When a pay item is assigned to a terminal cost item, the terminal pay item assignment rolls up to the parent cost item. Additionally, when a pay item is assigned to a non-terminal cost item, its direct children will automatically inherit the same pay item assignment. This eliminates any double counting of revenue on a pay item, since cost is already being accounted for on rolled up cost items.

• Six new Pay Item register columns – Six new columns are now added to the pay item register.

  • Forecast % margin = Forecast total margin / Forecast total revenue

  • Forecast total margin = Forecast final revenue – Forecast final cost

  • Forecast total cost = Sum of forecast total cost for cost items assigned to pay items

  • CB total margin = Current price - Current budget total cost

  • CB total cost = Sum of CB total cost of cost items assigned to a pay item

  • Actual cost (to date) = Sum of actual cost (to date) of cost items assigned to a pay item

   

• Group by in Change register – You can now activate the Group by icon to show certain Change columns in groups of like information. Read more

  Similar to the CBS, you can now activate the Group By icon in order to categorize certain columns in the Change Register.

  

   

  Select a column header, drag it into the gray field above the column headers, and then drop it. Additionally, multiple columns headers can be placed in the Group By field.

  

  After the Group by icon is activated, and one or more columns are grouped, such as the Status column, you can see all the change records in their respective groupings. You can also see a subtotal for each of the groupings.

  

   

• ACS enhancements – Several improvements are now available in the ACS register including: three new data block columns, a new ACS navigation tree, the option to color code your account code positions, and a new way to stay on the ACS register when refreshing the URL. Read more

  • Notes column – A new Notes column is now available for you to add to a new or existing data block. The Notes column lets you add commentary to any of the ACS records.

    

     

    After notes are added to a record, the Notes column populates with the number of comments that are currently added to each record.

    

  • ACS tree – The new ACS tree lets you easily navigate up and down your ACS structure and also provides a way to filter down to a subset in the structure. Open the ACS tree slide-out panel by clicking on the ACS tree icon on the side toolbar.

    

  • Color coded hierarchy – Similar to the CBS color coded hierarchy, the ACS now has the option to differentiate your account codes by color. Click on the ACS data block ellipsis to select this option to help you identify which level of the hierarchy a specific account code is located.

    

  • New data block columns – Forecast total cost and Forecast total MHrs are now available columns to choose from. These two columns sum up the values from contributing cost items in the CBS.

    

  • ACS navigation – When going to the ACS register from either the CBS, Pay Items, Change, or Audit log registers, the ACS register’s URL appends with #ACS. Upon refreshing the ACS page, the #ACS is recognized and loads directly to the ACS page for the current project.

    

    Previously, upon refreshing directly from the ACS page, the system would refresh to the CBS page.

• Smart URL cost items – A new way to create links to URL addresses outside of Project Suite is now an option in a project’s settings under Custom Lists. In Custom Lists you can define a URL with associated criteria to be used as an attribute for a cost item in the CBS. Read more Watch Video

  Access the URL builder for a custom list by selecting the URL link in the Field Values column. In the URL Builder enter a URL that you want associated with your list name, along with any other dynamic attributes such as Project ID and CBS position code. Paste your URL and highlight the section you want to reference with another field. First highlight an attribute in the URL string, and then click the [T] reference icon to select which field to connect with.

  

  These quick links are accessible in the CBS and can contain detailed information pertaining to the cost item and project, which can also link to external reports.

  In the CBS cost item details attributes slide out, the URL is concatenated to include the attributes defined. A link is included on a cost item that opens a new tab.

  

  The links can also be accessed in the CBS register. Up to five CBS URL columns can be viewed in a data block in the CBS, per project.

  

• Change and Control cost item integrations – You can now create temporary cost items in Change while you price out the change. After the change is approved in Control, it becomes a cost item in the CBS. Read more Watch video

  Create pre-approved cost items in InEight Change – You can now create plug cost item placeholders directly in Change. This integration begins when an issue is created in Change, a new cost item is added, then converted into a CCO and executed.

  

  After the executed CCO is revised in Control as a CCO draft, approving the CCO initiates the creation of the new cost item.

  

  Approving the CCO in Control creates the new cost item.

  

  Additionally, the cost item is inserted as the last record in the CBS.

  

• Project-level shared forecast – Forecasts can be created for sharing and editing with your project team prior to making changes to the live forecast. Read more Watch Video

  Now you can create up to five standard forecasts that are automatically shared with members assigned to the project. This lets you collaborate with other team members to work on a forecast, before getting pushed to the live forecast. Other members can also edit and push the live forecast. Previously, it was only possible to manually send forecasts to team members.

  Now, selecting the Shared link lets you manage between private and shared access. All team members that share your forecast view can view and edit the forecast, and view any changes made update in real time.

  

  Choosing private access removes access for all team members.

  

  You can also push your private forecast to the shared forecast. Pushing your local forecast to the shared one updates the shared forecast with your private forecast values.

  

• Pay item hierarchy – View, sort, and group pay items using the Pay Item Position column. Read more Watch video

• Pay item position code – The Pay Item tab now contains a Pay Item Position column which lets you view, sort, and group pay items in a hierarchical manner much like you can in the CBS. This feature lets expand and collapse pay items by clicking the carrot, while also letting you group scopes of work together into a hierarchy.

  

  This new feature also lets you see the parent-child rollup relationship between pay items, in addition to the terminal pay items, and the revenue forecast method in addition to any other price and revenue columns. This lets you see how the values for the child pay items all roll up to its parent pay item, then see the totals at a parent pay item level.

  

• New rollup revenue forecast method – The roll-up revenue forecast method is automatically assigned for parent pay items. The roll-up revenue forecast method is not editable, as all forecast revenue for child pay items rolls up to the parent pay item.

  

• Pay item move option – The move to feature is the only way to adjust the pay item order. This feature is similar to the adjust CBS position feature in the CBS register. For a pay item to become a parent, billed revenue, billed quantity, and current price must be zero, and no cost items can be assigned to it.

  Selecting one or many pay items activates the Move to icon.

  

  Selecting the move to icon opens the move-to field, where you can select the pay item you want to move your selected pay item to.

  

  After selecting the move to pay item and then clicking on the Move to icon, you have the option to move the pay item as a child or a sibling.

  

• Full and selective Estimate to Control imports –Pay Item hierarchies imported from InEight Estimate for a full import display similarly in Control as it does in Estimate. For selective import terminal cost items that have an associated pay item import into Control at the bottom of the pay item hierarchy as a level 1 pay item.

• Bulk import pay items – Import multiple pay items directly into the Pay Item register by using Microsoft Excel. Read more

  You can now import new pay items in bulk directly into the Pay Items register, similar to how multiple cost items can be imported into the CBS. An import icon has been added to the Pay Items register that opens the Import Pay items window.

  

  The Import pay Items window lets you import pay items from an Excel (.xlsx, .xls) or comma separated value (.csv) file.

  

  • Map columns – The spreadsheet data can now consist of one or many pay items columns such as Pay item description, Current forecast (T/O) qty, UOM, or Current unit price.

    After you create your file to import, you can then map existing Control fields with fields from your import file.

    

    A green check mark shows when the import is successful.

    

    If the import fails, an error message explains the errors in the import file and the corrections needed for a successful import. After the corrections are resolved, you can attempt the import again.

    

• Partial locked budgets – Select which cost items or pay items to lock when you lock the budget or the price.

  Read more Watch video

  You now have the option to select which cost items or pay items to lock when you lock a budget or the price. The Budget lock status column shows which cost/pay items currently have their budgets locked.

  When cost item budgets are not locked, the Budget lock status displays an unlocked icon.

  

  • CBS budget lock – You can now lock your budget in the Actions drop-down.

    After selecting which items to lock, navigate to Actions > Lock/unlock budget > Lock Budget. These options are only available with the appropriate permissions.

    

    The Budget lock status column switches to a locked icon along with the Current and Original budget columns becoming populated. CB and OB values are populated with the CE values.

    

  • Pay item budget lock – You can now lock your price in the Actions drop-down.

    After selecting which items to lock, navigate to Actions > Lock/unlock price > Lock Price. These options are only available with the applicable permissions.

    

    The Price lock status column switches to a locked icon, and the Original price columns are populated.

    

• Review option in Change register – A read-only review option in the Change Register is available for contract adjustments and budget moves. Read more

  A read-only option for contract adjustments and budget moves in the Change register is now available to select. This view shows you all information associated for these types of changes.

  To view the read-only detailed steps for contract adjustments and budget moves, right-click on a row and then select Review in the Change register.

  

  The new contract/budget move workflow steps page lets you review all the change steps, without having to revise and/or unlock a contract adjustment or budget move.

  

• Enable forecast method based on allow as-built – Select which forecast methods can be used based on the allow-as-built settings. Read more

  This feature offers added flexibility to configure your forecasts based on the allow as-built settings. These project tracking Control settings let you select which forecast methods are to be used for terminal and nonterminal cost items, based on your allow as-built settings.

  There are multiple forecast allow as-built options to choose from to help you configure your forecasted cost items in addition to the existing available Control forecasting methods. When an option is disabled, that method isn’t available to select for cost items with the allow as-built selected.

  

  If you have integrations configured to allow pushing forecast information to an ERP, then there is a validation on push to ensure all the forecast methods in use in the CBS are allowed. If any are not allowed, they are highlighted red in the CBS, and the sync cannot continue until all the forecast methods are changed to be permissible.

• Cost Item dashboard – This new feature lets you use graphs in Control to see trending cost item details.

   Read more  Watch Video

  This feature lets you view a graphical representation of a cost item for analyzing trending cost item details. The cost item dashboard can be accessed by right-clicking on a cost item and selecting the Cost item dashboard.

  

  The slide-out panel provides multiple graphs such as time-phased distribution, current budget changes, value change over time, completion progress indicators, and a CBS audit history log.

  

• InEight Contract cost item details – This feature shows InEight Contract details on a cost item and link from the cost item to Contract Read more

This new option shows contract details for a cost item that are associated to a contract. To open the contract details slide-out panel, right-click and then select Contract details.



Clicking on a Line item ID on the Contract details slide-out panel redirects you to the contract in Contract.



• Multi project actuals API import – This new API lets you import actuals for multiple projects through one post. The multi project actuals API import available through APIM lets you import actuals for multiple projects via a single json file. Refer to the Control integration document for more details on this API.

• Bring in budget and revenue details from InEight Change – You can see pricing lines with cost items selected from Change in a contract adjustment with full details. Read more

  The adjusted cost, quantity, and man-hours for selected cost items are pulled from Change into a contract adjustment in Control. There is a validation on the Submit and Approve section for the contract adjustment to ensure that all price changes in the contract adjustment match the agreed-upon price from the CCO.

  

  You can also see pending budget values from PCOs and CCOs in Change in the CBS against corresponding cost items.

  

• Lock pay items – You can now lock pay items separately from your cost items’ budget. With this change, there are additional fields that are created and set when you lock your price. Read more Watch video

  You can lock your pay items in the Actions drop-down menu.

  

  When you lock your pay items, you set the values for new columns Original price, Original unit price, Original pay qty, Original billing method, and Original forecast (T/O) qty for a pay item.

  When the price is unlocked, pay items can be created in the Pay items register without a contract adjustment. You can also modify the values for Current price, Current unit price, Current pay qty, and Current billing method directly in the Pay items grid.

  

  Contract adjustments cannot include pay item changes when the price is unlocked.

  

• Group by subtotals in the CBS –You can view subtotals of fields when using the group by functionality. Read more

  There are now subtotals in the footer of the grouping containers when viewing cost items in groups. Using the group-by feature, the sum of information contained in the Group for cost and Man-hour columns is shown.

  These subtotals do not include any roll-up data. Parent cost item values do not contribute to the subtotals. However, there are a few exceptions. For example, tracking actuals at a parent level or forecasting at a parent level, where the contribution of those parent cost items is included. Those are exceptions because they are not roll-ups of the child values.

  

• CBS column name standardization – Some of the naming conventions for columns have been standardized. Read more

  Some column names in the CBS have been relabeled to use standard naming conventions. Instead of using multiple terms or abbreviations that contributes to the same meaning, now only one term is used. For example, the words “total” and “final” were previously used interchangeably, whereas now the word “total” is used everywhere to represent the completion value.

  

  

  

  In addition, the hover-over column header tooltips have been improved for clarity of column purpose and calculation.

  

• API to accept sales order values from ERP – You can now accept sales order information using an API that is initiated from a third-party system. Refer to the Control technical document for API integration.

• Cost item API enhancements – The cost item API status is now shown in the Import history tab in the Audit log. Additional validations and messaging are also available. There is also an option to send back information to a callback URL that you can configure into your JSON. Refer to The Control technical document for API integration.

• Norwegian – Control is now available in the Norwegian (Bokmål) language.

• Common Navigation – The common navigation used across all InEight cloud platform applications has been enhanced for ease of use. For more details, refer to InEight Platform release notes.

• Budget move available for time phased budget – This feature lets you to modify your time phased budget in a budget move. Read more

You can specify the amount of periods on a cost item and enter the budget amount that is associated with that period.

The setting for time phased budget must be enabled for this feature to work.



When the setting is enabled and the budget is locked, the current budget is spread based on the cost curve, start, and finish date on a cost item.

If there is the need to modify the current budget, once the budget is locked, there is a new step in the budget move that lets the budget spread either by the change order details information, the cost item’s attributes, or manually.



When you are on the time-phased budget step, you are now able to change the way the adjusted budget is spread by selecting either cost item or change order. You can also manually adjust the cost.



To approve the budget move, there cannot be a cost delta between adjusted cost and distributed cost in the time-phased budget grid.

After the budget move is approved, the time-phased budget changes are then applied. When a change order is in draft or pending status, the time-phased budget changes are then stored for that budget move but do not apply to the approved time phased budget.

• Unit price quantity driven earnings rules – This feature allows pay item quantity to be driven from the associated cost item quantities. It also lets you choose between quantity and cost driven earning rules for cost items. Read more

New project settings in a new Revenue tab lets you choose if you want to use earning rules based on forecast (T/O) quantity or CE final cost. You can roll up a cost item’s forecast (T/O) quantities into the pay item’s forecast (T/O) quantity if they have the same units of measure.



You can specify how you want your earning amounts to be defined based on the billing method. Earning amounts can be based on CE final cost or forecast (T/O) quantity. Control also lets you roll up your cost item forecast (T/O) quantity into the pay item forecast (T/O) quantity if your unit of measure is matching.

From the cost item tab in the pay item slide-out panel, if you have the Pay item Forecast (T/O) rollups setting enabled, you can see the new column Pay item contribute quantity in the column chooser.



In the earning rules dialog box, you can now choose how you want the earnings calculated. You can also select which cost items to contribute to the pay item forecast (T/O) quantity.



• Markup percents – This feature let projects apply markup percentages to current estimate values and to calculate out the revenue amounts. Read more

Projects can now enter markup percentages against specific types of work and have revenue amounts automatically calculate.

There are two new tables under the Revenue tab of Control settings where you can enter in the markup percentages against cost categories and Estimate resource types. These defaults populate new columns in the Estimate resource library and the Control CBS. Additional new columns are also calculated. The following new columns have been added:

• Estimate resources:

  • Resource markup %

  • Resource markup amount

  • Charge rate

• CBS - Cost item details slide out - Cost categories tab:

  • Markup %

  • Markup amount

  • CE revenue amount

The markup percent applies a percentage to the current estimate rates to arrive at markup amounts, and the CE revenue amount takes into consideration all markups. Control then calculates an estimated revenue amount for the cost items. This is possible whether that cost item uses resources or plug values to calculate the current estimate values.

The revenue amounts update the Forecast final revenue for Cost plus type pay items. Then, the Cost plus type pay items are used to calculate the values for the following columns in the CBS:

• Forecast final revenue

• Forecast remaining revenue

• Forecast revenue earned

• Forecast unit revenue

• Forecast final margin

• % Margin

The pay item calculations are only applicable when the cost items are associated to a Cost Plus type of pay item.

• Revenue snapshots – This feature lets you select a fiscal period in the Pay items register, which retrieves the saved revenue forecast values based on the fiscal period selected. After you select a Revenue snapshot, all values are read only. Read more

You can now view fiscal period snapshots of your Revenue within the Pay item tab of Control.

A new drop-down list shows the fiscal months that are available to view.



After selecting a month to view, your pay item grid displays the values from the selected snapshot period. A snapshot of the revenue is taken when Forecast revenue is synced to an ERP or when the fiscal end activities are completed.

• Adding issue tags to cost items – New issue fields contain a list of issues from Change that you can associate to a cost item. This information is also available in the Push CBS sync.

• Estimated actuals – This feature lets you view real-time InEight Plan and InEight Progress quantities, man hours, equipment hours, and cost in the Cost Breakdown Structure. You can also generate estimated man hours and equipment hours from quantities claimed in Control.

• Cost category and pay item grid enhancements – These enhancements provide a cost category tab in the pay item details slide-out panel to show revenue (earned, billed, forecasted), as-built cost, and markup by cost category. This new data is based on the cost items associated to a selected pay item.

• Excel import WBS phase code – After the WBS phase codes are mapped, this enhancement lets the codes populate from Excel when the new cost items option is selected and when the project does not have the Auto generate WBS phase code setting selected.

• Cost category label customizations – You can now customize the cost category. You are able to rename cost categories and any language translations that would then be made available throughout Control. Read more.

You can now choose a cost category naming convention. These cost category naming conventions are housed in InEight Platform and replicate into Control.



• Scheduled ERP sync – You can now select a schedule for each individual sync in Control. Read more.

You can define the day of the week or time to schedule a sync to be run. These syncs includes structure, Budget, Forecast, Quantity, Actuals, and Plan quantity.

After the scheduled ERP sync is set, the sync then sends the information to the ERP’s endpoints based on the time frame set. To schedule a sync in the project’s project setting, a new tab option is available.



When you want to set a schedule, click Add sync schedule.



In the sync type, you can see the list of syncs that you have access to. You have multiple options to schedule the sync. After you have selected all the required fields and you click Add, you are able to see the scheduled sync.



After the time frame set up has completed, the scheduled sync is removed from the tab. After a sync has run from the schedule, it is logged in the integrations audit log.

This feature is part of a limited rollout. Contact your administrator for additional details.

• Live forecast snapshots – This feature lets you select a fiscal period in the live forecast data block that retrieves the saved forecast values based on the fiscal period selected. Read more.

Monthly live forecast information is captured and saved at the time of the last successful sync to the ERP prior to closure of the fiscal period. If you are not using the syncs in Control, then the monthly live forecast information is captured based on your fiscal calendar settings. These snapshots can be recalled in Control, so you can see historically how the live forecast information has progressed over time.

After selecting a snapshot forecast, all values are read only. CBS hierarchy does not change to reflect snapshot hierarchy.

If cost items have been moved to different areas of the hierarchy since the snapshot was taken, roll-up values might not be correct.



• ACS enhancements – Cost items are no longer required to have the same unit of measure to contribute to an account code. Conversions apply as long as the units of measure are similar types (for example, length, mass, time). Read more.

With the ACS details slide-out panel open, you can click on different account codes and have the slide-out panel update to show information specific to the newly selected account code.

ACS allows similar types of units of measure to convert and contribute, for example, feet on a cost item to yards on an account code.

• Committed cost contract integration – An additional option allows you to bring committed cost from InEight Contract into Control.

• API keys integration – You can now select either user basic or user authentication.

• Time phase budget integration – Time phased budget is now available to be synced to your ERP. For more information refer to the Control integration document.

• Copy and paste cost items with resources – This feature lets you select multiple cost items, copy the selected cost items, and then select the section of the CBS hierarchy to paste the cost items. The copied information does not include the Current Budget or Original Budget values. Read more.

To copy, select one or more cost items, and then right click to see the copy options.



This copies the cost item attributes and current estimate values of those cost items. Then when you navigate to another section of the CBS, you select the cost item where you want to place the copied cost items at and then right click to see the options.



Based on the option you select, the cost items copied are placed above, below, or as a subordinate to the cost item selected.

• Time phased budget for contract adjustment – You can now time-phase your current budget values by selecting an option on the Settings page. After your budget is locked and a contract adjustment is created, there is a new time-phased step where you can specify which fiscal period your budget is entered in. Read more.

There is a setting in the organization level and at a project level to enable a time-phased budget.



When the setting is enabled and the budget is locked, the current budget is spread based on the cost curve, start date, and finish date on a cost item.

If there is the need to modify the current budget, once the budget is locked there is a new step in the contract adjustment that allows the budget to be spread either by the change order details information, the cost item or manually.

On the Details step you can enter in the start date, finish date, and cost curve available to set under the Change order attributes section.



When you are on the time phased budget step, you can change the way the adjusted budget is spread by selecting either cost item or change order.



You can also manually adjust the cost.



To approve the contract adjustment, there cannot be a cost difference between what is being adjusted and what is spread in the time-phased budget.

After the contract adjustment is approved the time phased budget is applied. When a change order is in Draft or Pending status, the time-phased budget changes are stored for that contract adjustment but do not apply to the approved time phased budget.

• Commitment Microsoft Excel import – A new Excel import provides additional options to bring committed cost into Control. Read more.

If you have the security permission to modify committed costs, you now can select Commitment as an import option.



When Commitment is selected, Control shows a new dialog box:



You can match by WBS phase code or the CBS position.



The Commitment type must be mapped and can either be Open/Remaining Committed Cost or Total Commitment to indicate where that amount is placed.

After selecting Next, you will either have errors associated with the file and be able to download a file with the errors, or you will be able to import.

• Time phased forecast – You can now update the live forecast values with the time-phased forecast. Read more.

The option to enable Push Time phased forecast to Live forecast is in both the organization and project settings.



When enabled, if you make a change to the Time phased forecast page and publish those cost items, a dialog box asks you to whether to push the values to the live forecast.



If you select Yes, the forecast remaining cost and man-hours for the cost item are updated, and the forecast method is Manual ETC. In the CBS, it is shown as shown in the image below:



• CBS auto-adjust – This feature lets the system automatically adjust values to turn parent cost items into child cost items and vice versa. This feature automatically changes the cost source, forecast method, and other CBS structures. You can now select a check box to automatically correct the errors for the move to be completed.

• Grid enhancements – Enhancements include single-click to edit and advanced keyboard navigation through data blocks.

• Forecast revenue sync – This feature lets you sync your forecast revenue to an ERP. Other sync changes also are completed with this feature . Refer to the Control Integration document for more details.

• Account code batch updates – You can delete account codes, replace account codes, move account codes in the hierarchy, and rename account codes.

• Revenue forecast probability – Forecast final revenue for a project includes revenue from unapproved change orders, from both InEight Control and InEight Change. You can now specify an approval probability percentage value in contract adjustments in Control, which drives the amount considered in the pay item’s forecast final revenue. Also, revenue probability values selected in Change automatically drive forecasted revenue in Control. Read more.

When creating a contract adjustment, the revenue probability is available to set to Help. This determines what percent the revenue, as part of this contract adjustment, should contribute to the forecasted revenue.



If a pay item is created in the contract adjustment and not approved or if there are potential change orders or client change orders that are not executed in InEight Change, an unapproved row shows in the pay items tab with the Unapproved revenue columns and the Revenue forecast being populated when the revenue probably is set.

When you right-click, the details of the unapproved revenue is available to show in a slide out panel.



• New revenue forecast method – You can now forecast your revenue based on different scenarios for cost plus pay items. This feature ensures that the project is accurately projecting revenue amounts even if billings are behind. Read more.

A new revenue forecast method is available for cost plus pay items on the pay items tab.



The default forecast method for a cost plus pay item is Earned. All existing pay items that have the default forecast method are set to Billed.

• Contract forecast method – A new contract forecast method is available for WBS items that are associated to a contract in the InEight Contract application. When the Contract Forecast method is selected, the forecast final cost is driven from the purchase order and vendor change order values in Contract. A new column named Number of Contracts shows the number of contracts associated with the specific WBS item. Read more.

You now can forecast based on the information that is in Contract. A new forecast method for Contract is available.



• CBS navigation and filtering – You can now filter on a column in the CBS without having to open the query slide-out panel. Saved queries can be applied to any view. You can query on any column in Control, even when that column is not in the view. Read more.

In the CBS, you can now filter in a column and complete multiple filters.



You can view the filters that are applied and clear them with a new option on the right-side panel.



• Time phased forecast man-hours and quantity – This feature lets forecasted man-hours and forecasted quantities be distributed across different fiscal periods. These values are distributed automatically based on the cost item’s schedule dates and cost curve. The values can also be edited within the existing time phased forecast window. The time phased forecast man-hours and quantities is available through the Live forecast sync if configured. Read more.

You now have the ability not only to time phase your cost but to also time phase your man-hours and quantity. This is available through the same window where you can time phase your cost. You can now see columns per fiscal period for your Man-Hours and Quantity.



• Sending views in data blocks – You can now send views to different groups of users based on your settings. Read more.

You can now send custom created views and data blocks to other users based on their assigned role, organization, or project. The view is then stored in the recipient’s custom views and data blocks.



• Delete cost items – You can now delete cost items that have been synced to an ERP or are available in other cloud platform applications but are no longer used in Control. You can also delete multiple cost items at the same time. Read more.

You are now able to delete cost items that have been synced to either other cloud platform applications or to an ERP, provided that all other qualifications on the cost items are met.



You are now able to delete multiple cost items at a time.



• Cost item slide-out panel enhancements – You now have the option to view cost category breakdowns by total or per unit in the cost categories. Read more.

You are now able to see total and per unit amounts in the cost item slide-out panel.



You are now able to easily navigate and view the resource tab in the cost item slide-out panel.



• Cost item associated resources (Service Bus) – This feature pushes a cost item’s associated resources to the service bus for consumption by Change and InEight Plan.

• Cost item markups – This feature allows you to enter a markup percent or fee within the Contract adjustment. Then, the pay item price can be generated based on the planned budget amount on a cost item. Read more.

You can choose from two different work flows of a Contract adjustment, based on the option that works best for you. You can choose either cost items first or pay items first.



A new summary row has also been added to display the following fields: Net Contract change, Net Budget change, Net Quantity change, Net Man hour change, Markup, and Fee.

Within Contract adjustment, you can now define a markup percent on the cost item to auto generate the pay item price. A markup could be entered at the pay item level to apply to all cost items selected associated to that pay item, or individual cost items. A fee can also be entered at the pay item level to be added onto the generated pay item price.



Additional changes to the Contract adjustment include:

• Redesign of the Contract adjustment
• Full page selections for cost items and pay items
• A reduced number of steps on the cost first work flow



Within a Contract adjustment, if you select a pay item with the Billing method set to Cost Plus and cost items that are utilizing resources, then the markup can be generated for you based on the billable rates.

• Budget segment fields – Budget segment fields that are specified in InEight Platform with the options of Project or Phase now populate into the budget segment field in Control, which can then be viewed in the Time Center. This only applies to the workflows of confirmation, with control without confirmation. It does not apply to the workflows of without control, without confirmation.

• Import hierarchy – You can now import new cost items in a specific hierarchy by mapping the CBS position in a Microsoft Excel spreadsheet, and then selecting the fields to be imported. The hierarchy specified in the Excel spreadsheet populates the CBS according to the mapping.

• Unit of Measure toggle – You can now switch the as-entered unit of measures to either Imperial or Metric. This applies to all quantity related fields on the ACS form.

• Committed Cost API – A new generic API is available through APIM that allows open and total committed cost to be brought into Control from your ERP. This API is not dependent on whether your company utilizes the sync options in Control.

• Unit of measure conversion – In this release, Control can convert metric units to imperial units and vice versa on projects that the cost item structure is tracked in a measurement system different than the organization. This is done automatically in Control instead of having to do it manually, which allows an organization to use cost items quantities from the project to contribute to their account code structure (ACS) according to organization defined measurements and conversion rates. Read more.

  The organization defined measurements and conversion rates are set up in the Master data library.

  

  In the CBS, the unit of measure could be different from your account codes unit of measure.

  

  If your cost items unit of measure is your account codes default unit of measure in the ACS, you can choose to have that cost item contribute to the Primary quantity. Control will then calculate the quantity based on a conversion calculation.

  

• Permission options – In the Change Management section of Control permissions, the options were updated that allow the project and organizational levels to be considered when assigned to an individual.

• Committed cost forecast – In this release, an additional forecast method allows you to use committed cost information to forecast your cost at completion. An integration is available that allows you to bring in committed cost data from an ERP instead of having to enter it manually. Read more.

  This new forecast method gives you the ability to forecast your cost, based on having committed cost associated to the cost item.

  

  The forecast method is sent to the ERP as part of the live forecast sync.

  

  The committed cost is then brought in from the ERP when you select the Actuals Cost and MHrs sync.

  

  The Committed Cost entity is configured through the application integrations configuration. Refer to the Control Integrations Specification document for details.

• Pay item billable quantity and revenue in mass – This enhancement provides the ability to claim actual billed quantity and revenue in one transaction for multiple pay items instead of having to enter each transaction individually per pay item. Read more.

  This feature allows you to quickly bill the pending amount for multiple pay items with one interaction. If there are multiple pay items that have a pending billable amount, select the pay items, and then right-click to select Bill multiple pay item.

  A new window opens with the pending values in the Billed revenue column. You can specify the billed date, and after all the values are saved, the Control puts the new billed amounts against the pay item.

  

• Time phased forecast by cost category – This addition to time phased forecast proportionally calculates the correct distribution to the cost category level and allows you to sync these values to an ERP when time phased forecast amounts are adjusted.

• Dutch language localization – Language settings have been added for Dutch, expanding the options for localization.

• Group by in the CBS – A new way to view the CBS structure allows you to drag and drop columns in the CBS at the header level and group cost items by multiple fields. This new view allows you to see all the cost items that are of most interest to you grouped together based on the column with subtotals. Read more.

  This feature gives you the ability to group information in the CBS and allows you to customize how you view your data within the CBS. There are multiple fields in the CBS that are available for you to group data.

  

• Committed cost – In this release, you have the option in Control to track your total committed cost and open committed cost, which allows you to more accurately track the progress of your project. Read more.

  Track and enter open and total committed cost in Control. This new feature provides the ability to manage your open and total commitment on a cost item and cost category level, which allows you to forecast more accurately and know what your outstanding cost is for the cost item and your project. New permissions were added that allows you to access committed costs.

  

  With this new feature you can select a cost item, and then enter the values in Control by selecting Actual details > Commitments.

  

• Enhanced revenue and forecast integration – New enhancements allow you to send billed revenue and time phased forecast information to an ERP and to accept billed revenue from an ERP.

• Cancel an Excel import – In this release, you have the option to cancel an import during the import process. With this option it allows you to stop the import and unlock the project while an import is in a pending or processing state.

• XER import % complete – A change in project settings was added that allows you to read the percent complete and associated information from P6. This allows you to match your schedule’s percent complete to what is shown in Control.

• Added option for approving Contract changes – A new enhancement makes it easier to approve your contract changes. You can right-click on a contract change line, and then approve or revise the change without having to navigate to the details.

InEight Control Release Notes 19.9

InEight Control Release Notes 19.7