Update - 14 Feb 2024

Important changes impacting Users

• People are no longer required to have unique names.
• You can resolve inadvertently created duplicate people using the Merge Person feature.

Update - 13 Feb 2024

New / Enhanced Features

• Improved the performance of the "Schedule" and "Reporting" views in the Work Inspector.

Update - 30 Jan 2024

New / Enhanced Features

• The following User Roles are now permitted to use the Work Inspector:
  • Subcontractor Supply
  • Subcontractor Package
  • Client Reviewer
  • Standard Restricted

Update - 13 Nov 2023

New / Enhanced Features

• The Project support contact details will now appear under the Help drop-down menu (top right of page). This field should be populated with the name and contact details (email or telephone) of the SYNCHRO Perform administrator for the Project. This setting is configurable under Settings > Project > General > Edit with the Project support contact field.

Update - 5 Oct 2023

New / Enhanced Features

• The following SYNCHRO Perform Mobile settings are now configurable in Settings > Project > General:
  • Show Competencies for the scanned Person on the Start/End Attendance screens
  • Show Rate Code and Unit of Measure selector on the Crew Timesheet/Docket screens
  • Activity/Event for Attendance timesheets
  • Require GPS location on Start/End/Bulk Attendance screens

Update - 9 Aug 2023

Bugs Fixed

• Fixed gate names longer than 63 characters being truncated when exporting Tagged Item Registers.

Update - 30 Jun 2023

New / Enhanced Features

• The dimensions of Dashboard Embeds can now be customised.

Update - 21 Jun 2023

Important changes impacting Users

We've reworked SYNCHRO Perform's share structure. Previously a Company would need to be designated as a Subcontractor or a Client before they were able to have entities shared with them. This is no longer the case and all Companies are now available for sharing.

New / Enhanced Features

• Companies are no longer shared between Projects.
• Companies have moved from the Settings menu to Resources > Companies.
• Activities, Events, Tasks, and Report Templates are now shared directly with Companies. Companies no longer have to be first set up as a Subcontractor or Client.
• Users were previously linked to a single Company for shared access within an instance. Users will now need to be allocated as a Company User so they can view and access shared items; this will need to be set on every Project they are a part of within the instance. This can be done from Resources > Companies > Company Users or from Settings > Administration > Users from the relevant project. Note: Existing Subcontractor/Client users have already been migrated.

Update - 12 Jun 2023

Important changes impacting Users

Owners have changed from being Users to being People. For most users there will be no action required. For users of the API, unique identifiers have changed. If you are using Owner functionality via the API, please ensure your API clients are updated accordingly as per our documentation.

Update - 1 Jun 2023

Important changes impacting Users

• Removed Tasks (for Activities and Events) as a feature from SYNCHRO Perform.

Update - 10 May 2023

New / Enhanced Features

• Responsible Supervisors and Responsible Managers now link to People, rather than Users.

Upcoming changes

In the coming weeks we will be removing Tasks (for Activities and Events) as a feature in SYNCHRO Perform. This represents one of many changes as part of Perform's ongoing integration within the SYNCHRO portfolio and Bentley Systems. Please reach out if there are any questions or concerns.

Update - 4 May 2023

Bugs Fixed

• Fixed a bug where an Admin user could delete a Company which was referenced by a Rate.

Update - 1 Mar 2023

Important changes impacting Users

• You can now sign in to the mobile app using a temporary mobile password which you can retrieve from the My Profile screen within the web app. In order to enhance the security of our mobile app, support for using your current password to sign in to the mobile app will be removed in the near future. We recommend using temporary mobile passwords for all future mobile app sign ins.

New / Enhanced Features

• Added the ability for Usage Admins to delete a Person.

Update - 14 Feb 2023

New / Enhanced Features

• Activity status changes requested while large imports are running will now be automatically retried in the background instead of erroring.

Update - 2 Feb 2023

New / Enhanced Features

• Invited users who haven't accepted their invite within 45 days will be automatically removed.

Update - 18 Jan 2023

New / Enhanced Features

• Added Company filter to the Person Exception Report Export.
• Added Supervisor filter to the Person Exception Report Export.
• First Receiver can now be changed on Dockets in 'entered' state.

Bugs Fixed

• Fixed a bug where two status change forms could be processed at once, causing unexpected status updates.

Update - 12 Jan 2023

New / Enhanced Features

• Added a filter on the Resource Usage Entry screen to filter entries by Owner.
• Added Supervisor filter to the Resource Usages Export screen.

Update - 8 Dec 2022

New / Enhanced Features

• Added support for Liquid Markup in template Headers and Footers.
• Removed Download button from Gallery when there are no images present.

Bugs Fixed

• Fixed a "Too Many Redirects" error that could occur when the User didn't have permission to view a page.
• Fixed a bug where double clicking "Create Custom Content" resulted in an error.

Update - 30 Nov 2022

New / Enhanced Features

• Events can now be marked as "Non Bookable" to prevent time and costs from being captured against the Event. This behaves in the same way as the same setting on an Activity.
• The Project’s configured date format is now shown on Bulk Create and Import screens.
• Added a filter for Work Reference Type to Resource Usage Entry screens.

Bugs Fixed

• Fixed an issue where Resource Usages could be rejected without a reason.
• Fixed a permissions error that was preventing Client Resource Usage Approvers from accessing the People, Companies and Dockets filters.

Update - 24 Nov 2022

Important changes impacting Users

• Resource Usage Entry screens are now named Resource Usage Manager. e.g. “People Usage Entry” is now “People Usage Manager”.
• Work Board and Task Board have been removed. We recommend using the Work Inspector to manage your work in progress.

New / Enhanced Features

• Added an option to select between XLSX and CSV when exporting Activities.
• Added the definition of the Event Type to the Event Detailed Report.

Update - 8 Nov 2022

New / Enhanced Features

• The Attendance Export is now available via the API.

Update - 6 Oct 2022

New / Enhanced Features

• Improved performance of the Add Dashboard Chart page on Projects with a large number of Activities.
• Employment Agreements and Employment Areas are now managed per Project. The configuration UI has moved from the Administration section in Settings to the Project section.

Update - 19 Sep 2022

New / Enhanced Features

• Improved performance of Work Inspector filter dropdowns on Projects with a large number of Activities.
• Improved performance of Resource Usage Entry pages on Projects with a large number of Activities.
• Improved performance of Work Reference filter dropdowns across SYNCHRO Perform.

Update - 25 Aug 2022

New / Enhanced Features

• Removed the ability to allow Standard Users to create and assign Resources. Only Usage Admin and above can create Resources.

Update - 2 Aug 2022

New / Enhanced Features

• Added ability for Project Config users to upload a Report Logo for use on the Summary and Detailed reports for Activities, Events, and Tasks. This logo can also be embedded in Templated Reports.

Update - 25 Jul 2022

New / Enhanced Features

• Updated Supervision Roster Export and Import to no longer include Nickname in the Resource and Supervisor columns.
• Updated Attendance Export to no longer include Nickname in the Person and Supervisor columns.

Update - 7 Jul 2022

Enhanced features

• Improved the performance of filter dropdowns across SYNCHRO Perform.

Update - 15 Jun 2022

Important changes impacting Users

• The Collaborator user role has been removed.

Bugs Fixed

• Renaming tags now only affects the current Project. Tags sharing the same name on other projects will remain unchanged.

Update - 27 May 2022

New / Enhanced Features

• Added Phase code and Phase subcode fields to Events.

Phase code and Phase subcode on Events default to the value on the associated Activity at the time of Event creation. Any updates to these fields on the associated Activity will not update existing Events. This behaviour matches the existing Work Category field.

Update - 12 May 2022

Important changes impacting Users

• Project Groups have now been removed.

New / Enhanced Features

• Added Approved Statuses filter for Resource Usages Report.
• Added Work Reference Type filter for Resource Usages Report.
• Usernames are now optional.

Bugs Fixed

• Fixed an issue where some filter dropdowns would remain open after an option has been selected.

Update - 22 Apr 2022

New / Enhanced Features

• Added an option to export Snapshot data as Comma Separated Values (CSV) to support exports larger than Microsoft Excel’s one million row limit.

Bugs fixed

• Fixed validation issues on the Reports > Snapshots > Capture form.

Update - 12 Apr 2022

New / Enhanced Features

• Added support for updating Competency entries via the API.

Update - 31 Mar 2022

Important changes impacting Users

• To support incremental loading via the Work Roster import, we made a breaking change to the import and export formats of the Work Roster. The “Given Names” and “Family Name” columns have been replaced with a single “Person” column formatted as per the Project’s Person name format.

New / Enhanced Features

• Improvements to the Work Roster Import:
  • Added support for incremental loading using the "Append/Update" option. This is the new default for Work Roster imports. The previous method is available by selecting "Replace".
  • Added support for importing using a pivoted data format.

Update - 17 Mar 2022

New / Enhanced Features

• Added started_and_no_resource_usages option to the Event Status report widget.

Bugs Fixed

• Fixed an issue where “Include Work Step Activities” wasn't being respected when exporting via Activities > Work Inspector > Export Filtered.
• Fixed an issue where Work Step Activities were being excluded when exporting via Activities > All Activities > Export Activities.

Update - 7 Mar 2022

New / Enhanced Features

• Improved the reliability and performance of large imports when the system is under heavy load.

Update - 3 Mar 2022

New / Enhanced Features

• Added status filters to the Work Inspector.
• Added Tax Identification Number to Client and Subcontractor Companies.
• Added filters for Owner and Responsible User when adding Work References to the Usage Matrix.
• Added pagination to improve performance of the Resource Usage Summary page.
• Added support for future-dating Supervisor Roster entries when creating new People and Equipment.
• Improved date validation on Attendance Reports.
• Links which open in a new tab will now have an icon to indicate this.

Bugs Fixed

• Fixed an issue where the “Include Work Step Activities” checkbox wasn't being respected when exporting filtered Activities from the Work Inspector.

Update - 22 Feb 2022

New / Enhanced Features

• Added an export for all Equipment Telematics on a Project under Reports > Equipment Telematics.
  • Also supports filtering to a date range or specific Equipment Item.

Update - 17 Feb 2022

New / Enhanced Features

• The Competency export now outputs XLSX instead of CSV for improved compatibility with Excel.

Update - 10 Feb 2022

Mobile Updates

Note: These changes are being rolled out progressively to all devices.

• Always display the “Revised Budget Quantity At Complete“ and “Current Estimate Quantity At Complete“ fields on the Quantity Progress form.

Update - 4 Feb 2022

New / Enhanced Features

• Added a Supervision Roster import located under Settings > Rosters > Supervision Roster.
• Added a Supervision Roster export located under Settings > Rosters > Supervision Roster.
• Improved performance of large Activity imports.

Update - 20 Jan 2022

New / Enhanced Features

• Added Supervisor, Company, and People filters to the Attendance Reports page.
• Added People and Tags filters to the Attendance Summary page.
• Added filters to the Enter Attendance page.
• Added People import to Settings > Import > Resources.
  • Supports creating and updating People.
• Added Resource Assignments import to Settings > Import > Resources.
  • Supports creating and updating Resource Assignments on People, Equipment Items, and Other Resources.
• Added "Resource Assignment UUID" column to the People, Equipment Items, and Other Resources exports when "Include import fields" is ticked.

Bugs Fixed

• Fixed a bug where placeholder images were being displayed on the Project home page.
• Improved support for importing very large XLSX files.

Update - 11 Jan 2022

New / Enhanced Features

• Added dedicated help pages for Report and Notice templates.
• Added Roster Work Code to People Usage Summary.
• Added day of the week labels and added column header highlight for weekends on the Work Roster and Supervision Roster.
• Added Work Role Category filter to the Work Roster and Supervision Roster.
• The Supervision Roster now shows entries for historical Supervisors.
• All new Supervision Roster entries now require the Supervisor to have a current Resource Assignment on the same Project.

Update - 16 Dec 2021

New / Enhanced Features

• Added the Person's Work Role and Company to the Competencies Export.

Bugs Fixed

• The Competencies import now reports a Person name that cannot be resolved as “required” instead of “duplicate”.

Mobile Changes

Note: These changes are being rolled out progressively to all devices.

• Added a Project setting which makes Attendance Area a mandatory field for all Attendance screens.

Update - 9 Dec 2021

New / Enhanced Features

• Added new controls for today's date and custom date ranges to Leaderboards.
• Added a Rate Code filter to the Labour Summary report widget.
• Added a Company filter to Labour Summary report widget.
• Added the following features to the Daily Timesheet report widget:
  • Filter by Company
  • Optionally display the Person Resource Identifier
  • Optionally display the Person External Reference
• Added a checkbox which toggles whether full Activity names are displayed on the Quantity Progress Manager.
• Docket notification emails will now display the Submitter and Client Reviewer signature images when available.
• Improved performance of the Attendance page.
• Added a new Project setting which requires the Person on an Attendance to have a Resource Assignment for the work date.

Mobile Changes

• Added validation to the Docket email recipients field in the Crew Docket form.
• Added a Help Centre icon to the start screen.

Update - 18 Nov 2021

Important changes impacting Users

• Over the past few months following our acquisition by Bentley Systems, we have been progressively rebranding our software from E7 to SYNCHRO Perform. As a part of this rebranding, our E7 app on iOS, Android, and Windows is now known as SYNCHRO Perform.

New / Enhanced Features

• Added API endpoint to list Attendance Areas.
• Extended Attendance API to support Attendance Areas.

Bugs Fixed

• All imports which show a preview will now automatically roll back if any changes to existing data are detected between when the import was staged and applied. This is to prevent accidentally overriding changes made by other users.
• The name and symbol of system Units of Measure ("hours", "percent", and "dollars") can now be customised.

Update - 4 Nov 2021 

New / Enhanced Features

• Moved Projects from Settings > Administration to Organization > Projects in the main menu.
• Moved Project Groups from Settings > Project Groups and Home > Project Groups to Organization > Project Groups in the main menu.
• Added actions column to status counts table on home page.
• "Add a watermark displaying location, date and time to captured images" is now enabled by default on new projects.
  • Note: This setting only applies to images captured in the mobile app

Bugs Fixed

• Added additional checks to the Project Tags page to ensure subcontractors cannot see discussion on unshared work items.

Mobile Updates

Note: These changes will progressively roll out to all devices.

• Fixed an issue with the "Additional email recipient(s)" field on the Crew Docket screen when not using "Attach Paper Docket".

Update - 27 Oct 2021

New / Enhanced Features

• Bulk Assign now supports unassigning Owners, Subcontractor Companies, and Client Companies from Activities and Events.
• Added filters for Supervisor, Attendance Area, Company, and Work Role to the Attendance summary page.

Bugs Fixed

• Usage Codes can no longer be deactivated if they are the Project default.

Update - 21 Oct 2021

New / Enhanced Feature

• Existing Quantity Progress entries for Milestone Activities are now shown on the Activity details, Progress Manager, and Rules of Credit pages.

Update - 14 Oct 2021

New / Enhanced Features

• Added status checks to Project home page.
• Moved sidebar toggle (hamburger icon) from the bottom left to the top left.
• Reordered home page sections.
• Add a new Unique Identifier field to People which can be used as an alternative to Given Names and Family Name to determine uniqueness.

Update - 7 Oct 2021

New / Enhanced Features

• Added “Include Work Step Activities” filter to the Activities and Work Inspector pages.
• Work Step type Activities are now hidden by default on the Activities and Work Inspector pages.
• Added link to Activity details page from Add and Edit Quantity Progress modals.

Bugs Fixed

• Standard Restricted Users can no longer see the Budgets section on the Add and Edit Activity pages.

Mobile

• The Competencies Scan screen now supports QR codes that contain an Attendance Reference. This is consistent with the Attendance screens.

Update - 23 Sep 2021

New / Enhanced Features

• Added Owners filter to the Work Inspector.
• Updated the Owners filter on the Activity, Event, and Task pages so that only Users who own work are available to select.
• Added filter for Client Approved Status on Resource Usage Entry page for People.
• Import preview downloads are now filtered by the same statuses and displayed columns as displayed in the web preview.
• Settings > Event Types page is now a table with support for filtering and sorting.
• Settings > Event Categories page is now a table with support for filtering and sorting.
• Resources > People > Work Role Categories page is now a table with support for filtering and sorting.
• Resources > People > Work Role Category Types page is now a table with support for filtering and sorting.

Bugs Fixed

• Task timelines will no longer display unfilterable timeline entries after the Task's related Work Reference is changed (from an Activity to an Event or vice-versa).

Update - 16 Sep 2021

Bugs Fixed

• Quantity Progress can no longer be recorded against Milestone Activities.

Mobile

Note: These changes will be progressively rolled out to all devices.

• Contact details are now displayed on the Event Details screen.

Update - 9 Sep 2021

New / Enhanced Features

• Cost analytics now supports Project Groups.
• Improved performance of the Competencies list on Projects with many Competencies.
• Added Work Role column to the Attendance Summary page and Exports.
• Improved the layout of the New Event & Edit Event pages to accommodate the large number of optional fields.
• Last Exporter information has been added to the Activities, Work Inspector and Activities Import pages.

Update - 31 Aug 2021

Important changes impacting Users

• Moved edit Tags permission from Collaborator to Project Config user role.

New / Enhanced Features

• Help links are now consolidated in the "Help" dropdown in the top-right section of the Header.
• "Sign Out", "View Profile" and other current User information are now accessible via the User Profile dropdown menu in the top-right corner Header.
• The Attendance Widget now supports the following optional columns: Resource Identifier, External Reference, and Attendance Reference.

Improvements to the Work Inspector

• Improved the layout.
• Added new filters:
  • Construction Work Package
  • Field Installation Work Package
  • Work Package Code
  • Commodity Subcode
  • Task Code
  • Client Code Level 1
  • Client Code Level 2
  • Client Code Level 3
  • Client Code Level 4
  • Client Code Level 5
  • Client Code Level 6
  • Client Code Level 7
  • Quantity Unit of Measure
  • Job Card Code
  • System
  • Subsystem
  • Work Package Type
  • Test Work Package
  • Construction Work Area
• Added columns from the Activity export which were previously not included.
• Added a new "Reporting" view.

Update - 12 Aug 2021

New / Enhanced Features

• Added new optional fields to the Event pages and Exports: Key Contact, Contact Details, and Property Address.
• Events created without a Work Reference Category will inherit the Work Reference Category from the parent Activity.
• The snapshot export has been updated with additional Activity attributes. These attributes will only be populated on Snapshots captured after this change.

Update - 5 Aug 2021

New / Enhanced Features

• Improved support for importing very large XLSX files.

Bugs Fixed

• Fixed validation issue on the new Project Tags page.

Update - 30 Jul 2021

New / Enhanced Features

• Added support for Snapshots to the Export API.
• Added option for Resource exports to only include current Resource Assignments on the selected Project.
• Added Unissued Notices Summary notification email, which is sent on a daily basis to Projects that have recipients configured in Settings.

Update - 27 Jul 2021

New / Enhanced Features

• Comments and Attachments can now be submitted without reloading the page.
• All non-project timelines will now include a "Load more.." button for displaying additional entries.
• New Projects will set dollars ($) as the default cost Unit of Measure.

Bugs Fixed

• Fixed the ordering of People for Projects using the "Attendance Reference (5 chars) - FAMILY, GIVEN [Supervisor Code]" display name format. People are now ordered by Attendance Reference, Family name, and then Given names.

Mobile

• Revised Planned Dates are now displayed on the Activity Details screen.

Update - 15 Jul 2021

New / Enhanced Features

• Project Admins can now manage the Work Roster (previously Usage Admin).
• Users with a Usage Admin role can no longer manage Rate Codes. This permission has been elevated to the Project Config role.
• Added support for exporting the preview of an import as a CSV file via the web and API.
• Added support for the Resource Usages For Import and Approved Resource Usages exports to the Export API.
• Added links on the Templated Reports page to navigate to the week of the most recent report for a given template.

Bugs Fixed

• Fixed the Supervisor filter showing duplicate Supervisor Codes for Projects with Person display name format of "Attendance Reference (5 chars) - FAMILY, GIVEN [Supervisor Code]".
• Fixed an issue with the Equipment Item field not populating on the Add Inspection page after using "Create and Add Another".
• Fixed an error that occurred when attempting to clear certain required fields on the Activity Edit page.
• Archived Activities are now excluded from the Bulk Assign page.

Update - 30 Jun 2021

New / Enhanced Features

• The Work Inspector will now notify you when the results take too long to load instead of showing an error page. You will need to apply some filters to reduce the amount of data displayed. This change only affects Projects with a large number of Activities.
• Added support for generating a filtered Activity Export from the Work Inspector.
• You are now required to enter your current password when changing your password.

Bugs Fixed

• Internal links will now open in the current tab/window rather than a new tab/window. This allows the user to control how internal links are opened and avoids unexpected behaviour. This excludes some special cases like Widgets in Templated Reports.

Update - 24 Jun 2021

New / Enhanced Features

• Add 'Exclude from E7 Mobile?' flag to Activities. When enabled, this flag will prevent the Activity from being synced to the E7 Mobile app.
• Resource Usage Summary table headers are now always visible when scrolling.

Update - 15 Jun 2021

Bugs Fixed

• Resource Usage Checking Report shall not pass with an empty Date field

Update - 10 Jun 2021

New / Enhanced Features

• Added API for the Resource Usage Export.
• The Activity List API endpoint now paginates when there are more than 50,000 results.
• Added a new display name format: Attendance Reference (5 chars) - FAMILY, GIVEN [Supervisor Code].
  • This new format makes it easy to identify the correct Person where there are multiple People with the same name.

Update - 7 Jun 2021

New / Enhanced Features

• Updated the New Activity & Edit Activity pages to include fields that were previously only available via the Schedule Import.
• Improved the layout of the New Activity & Edit Activity pages to accommodate the large number of new fields.
• Added display parameters to the Weather Widget for showing:
  • Requested location
  • Closest weather station to the requested location
  • Distance between requested location and the closest weather station

Update - 20 May 2021

New / Enhanced Features

• Added support for Attendance Areas, Purchase Orders and Invoices to the Project Import

Bugs Fixed

• Gallery slideshow is now limited to the 50 most recent images
• Fixed Gallery slideshow refreshing when no images are available

Update - 13 May 2021

New / Enhanced Features

• The Rules of Credit page now filters out finished work steps by default.
• Improved the visual hierarchy of the "All Activities" activity list items.
• Added a Work Reference Categories filter to the Work Board page.
• Added rate_codes filter parameter to the Daily Timesheet and Daily Equipment Timesheet report widgets.
• Added usage_booked filter parameter to the Activity and Event Status widgets with support for values labour and all. The existing "timebooked": true param has been replaced with "usage_booked": "labour".
• Added Rate Code to the detailed views on the Daily Timesheet and Daily Equipment Timesheet report widgets.

Update - 15 Apr 2021

Bugs Fixed

• Fixed an issue where Comments on non-image Attachments were not being displayed in the mobile app.

Update - 8 Apr 2021

New / Enhanced Features

• Improved support for generation of larger PDFs.
• Improved performance of the Rates list on Projects with many Rates.

Update - 1 Apr 2021

New / Enhanced Features

• Enabled listing, creating, and updating Employments via the People API endpoints.
• Added supervisor_code to the People API endpoints.
• Enhanced the Work Roles page with the ability to filter, sort, and group rows.
• Added an export for Work Roles.

• Added a new Project setting that requires the Resource specified on a Resource Usage to have a Resource Assignment that covers the specified work date.

• People, Equipment Items and Other Resources pages:

  • Added Resource Identifier and External Reference columns
  • Added Work Role/Equipment Type/Other Resource Type and Company filters

• People page:

  • Added Work Role Category, Attendance Reference, Is Supervisor? and Supervisor Code columns

Update - 25 Mar 2021

New / Enhanced Features

• Added API support for uploading assets using HTTP PUT (in addition to supporting multipart HTTP POST).
• Added a Project setting that, when disabled, prevents Users from rejecting approved Resource Usages. Only affects Users below Project Config that are permitted to reject entries. System Admin Users can toggle the setting in Settings > Administration > Projects > Edit. This setting is enabled by default to preserve the current behaviour.

Update - 19 Mar 2021

New / Enhanced Features

• Added Attendance and Supervisor codes to the Person Exception Report.
• Added filters to Rules of Credit.

Mobile Features

• Increase Saved Work Codes limit to 30.

Update - 12 Mar 2021

New / Enhanced Features

• Added Client sharing to Analytics Dashboards.

Update - 5 Mar 2021

New / Enhanced Features

• Added Company and Location columns to the Enter Usage and Approve/Reject pages in the Time & Usage section.
• Added show_revised_productivity_factor and show_current_productivity_factor display options to the Activity Status report widget.
• Added Activity Plan Profile import.

Update - 25 Feb 2021

New / Enhanced Features

• Added Project setting that, when disabled, prevents Users from approving their own Resource Usages. System Admin Users can toggle the "Allow self-approval of Resource Usages" setting in Settings > Administration > Projects > Edit. This setting is enabled by default to preserve the current behaviour.

Mobile Changes

• Usage Code can now be configured per Resource on the Crew Docket and Timesheet screens

Update - 17 Feb 2021

New / Enhanced Features

• Added Original Planned Start and Original Planned Finish dates as display date options for the Activity Status report widget.
• Added a new option to the Diary Log which allows you to order the Timeline Entries for each Activity/Event by oldest (default) or newest first.
• Added an export for all Rates on a Project.
• Added support for listing and creating Competency entries via the API.
• Improved naming consistency of Competency export columns:
  • “Issue Date” is now “Issued On”
  • “Expiry” is now “Expires On”
• Improved the People export column order and naming.

Bugs Fixed

• Fixed an issue where some images uploaded on iPhone would not be processed.
• Fixed an issue where the People export omits certain data fields when there's no current resource assignment.

Mobile Updates

• Increased the height of the comment entry fields on the Diary screen.

Update - 29 Jan 2021

New / Enhanced Features

• Added new Rules of Credit page for progress capture. We've added a new UI and data model infrastructure to support progress capture based upon work packaging rules of credit, which are applied to Work Steps. If you'd like to know more, please use the Contact Support link in the footer.
• We've made some improvements to the Resource Usage Matrix to improve the usability on mobile devices:
  • We've collapsed the buttons above the matrix into dropdown menus
  • Features which were previously only available in the right-click menu are now also available in the new dropdown menus
• Added "Edit Template" link to the view page for Templated Reports.

Update - 21 Jan 2021

Important changes impacting Users

• As part of our commitment to protect data privacy, we have introduced a requirement for all users to consent to the terms of service before continuing to use E7. Updated Terms of Services must be accepted at the time of next sign in.

New / Enhanced Features

• Added usage_code_display option to the Daily Timesheet, and Daily Equipment Timesheet report widgets.
• Added usage_codes filter option to the Contractor Forces Detailed, Daily Timesheet, and Daily Equipment Timesheet report widgets.

Update - 14 Jan 2021

New / Enhanced Features

• Added System, Subsystem and Work Pack columns to the Tagged Item Registers export.

• Added work_reference_type option to the Daily Work Record report widget, used for filtering to only Activities or Events.

  Bugs Fixed

• Fixed intermittent error when importing large Work Rosters.

Update - 15 Dec 2020

End of Year Closure

As 2020 comes to a close, E7 would like to thank all our customers for their ongoing partnership.

We are closed from 18 December 2020 and return on 4 January 2021.

Our Support team may not reply to messages until 4 January 2021.

You can still call our office on +61 7 3369 0038 for urgent matters during this time.

Hostname Update

Your E7 app hostname has been updated from demo.envisionapp.com to demo.e7.site.

All existing URLs will now automatically redirect to the new address.

New / Enhanced Features

• Added Client sharing to Bulk Assign for Activities and Events.
• Added Client sharing to Reports for Client Reviewer users.
• Added option to show an Event's related Activity Reference Code and Name to the Daily Work Record report widget.

Update - 10 Dec 2020

New / Enhanced Features

• Improved performance of large Activity imports.

Update - 1 Dec 2020

Important changes impacting Users

• The following User Roles no longer have access to E7 Mobile:
  • Unprivileged
  • Client Resource Usage Approver
  • Client Reviewer (new)
  • Read Only

New / Enhanced Features

• Added Clients to E7. Clients function similarly to Subcontractors.
  • Users with administrator privileges may select any non-Subcontractor Company to become a Client Company.
  • Client Companies can be shared with an Activity or Event.
• Added a new "Client Reviewer" User Role.
  • Client Reviewer Users belong to a Client Company and have access to Activities and Events shared with their Company.
  • Attachments and Comments on a Client Shared Activity or Event may be marked with "Shared with client", which gives Client Reviewer Users the ability to view them.
  • Client Reviewer Users also have access to the Site Timeline, Gallery and Gallery Map pages. Content on these pages is filtered according to the above criteria.
• Subcontractor Users have been granted access to the Site Timeline, Gallery and Gallery Map pages. Content on these pages is filtered according to the entities their Subcontractor Company is shared with.
• Updated Docket notification emails to link back to the Docket details page.
• Added export for Equipment Inspections.
• Added ability to select associated entities on the project cloning screen.

Bugs Fixed

• Fixed an issue where the manual rates refresh may reload the page before the refresh has been completed.
• Fixed an issue on the Usage Entry page where clicking the Save button multiple times quickly could submit multiple times.

Update - 17 Nov 2020

New / Enhanced Features

• Employment details can now optionally be recorded for a Person. These fields have been added to the Resource Usages and People exports.
• Improved the display of the Name column in the Resources > Other table.
• Improved the ordering of results in the Activity Status and Event Status report widgets.

Update - 3 Nov 2020

New / Enhanced Features

• Extended the Equipment Items List API endpoint to support include_resource_assignments and include_current_resource_assignments options.
• Added Docket First Received By and Docket Last Received By columns to Cost Analytics and the Resource Usage Export.

Mobile

• Work Category can now be set when raising new Events.
• Work Category can now be changed when viewing the details for an Activity or Event.

Update - 26 Oct 2020

New / Enhanced Features

• Added Equipment Inspections. This feature can be used for tracking both upcoming Inspections for an Equipment Item and completed Inspections along with their supporting documentation.
• Added Description, OEM and Inspection Reference to Equipment Items
• Equipment Items can now have a picture associated with them

Bugs Fixed

• Removed non-functional date picker controls from uneditable cells on the Work Inspector.

Update - 21 Oct 2020

New / Enhanced Features

• Minor improvements to the appearance of the Attendances Export PDF.

Bugs Fixed

• Resource Usages will now no longer automatically be assigned to existing Dockets unless the Docket is in the Entered state.

Update - 24 Sep 2020

Important changes impacting Users

Over the past few months, we have been progressively rebranding our company and software from “Envision” and “Ennova” to our new name: “E7”. As a part of this rebranding, our “Envision Forms” app on iOS, Android, and Windows will now be known as “E7”.

For those using the E7 Windows app, you may notice the “Envision” desktop shortcut no longer opens after the latest update. This can be resolved by uninstalling and reinstalling the Windows app.

New / Enhanced Features

• The Project Cloner now clones Project Tags.
• Added Supervisor Code to the Resource Usage and Cost Analytics reports.
• Added started_and_no_resource_usages option to the Activity Status report widget.

Bugs Fixed

• Attempting to remove Family name or Given names on the People edit page will now show a validation error.

Update - 10 Sep 2020

New / Enhanced Features

• The following columns have been added to the Tagged Item Register Import and Export:
  • Location Latitude
  • Location Longitude
  • Schedule Resource Code
  • Drawing Revision
  • QC Passed
  • Test Package Code
• Added Supervisor Code to the Person Resource for inclusion in the Supervision Roster
• Added Supervisor Code to Resource filtering for Timesheets

Update - 3 Sep 2020

Bugs Fixed

• The WBS tree in Activities > All Activities now always sorts the "Archived" activity to the bottom of the list.
• Fixed incorrect Gate ordering on the Activity Tagged Item Register page.

New / Enhanced Features

• Added Activity Plan Profiles. This feature is still in development and will be progressively released.

Update - 27 Aug 2020

New / Enhanced Features

• Added filter and show options to Attendance report widget for Work Roles, Work Role Categories and Work Role Category Types.
• Notifications can be automatically sent to designated email addresses when a Report is submitted or approved. Notification email addresses can be set on the Template of the desired Report.

Bugs Fixed

• The WBS tree in Activities > All Activities is now sorted by WBS Code instead of displaying in creation order.

Update - 12 Aug 2020

New / Enhanced Features

• Added option to display people names as “FAMILY, GIVEN”.
• Increased the maximum date range on the Resource Usage Entry screens from 31 days to 62 days. This makes it easier to edit Work Dates across month boundaries.

Bugs Fixed

• Work Date will now populate with the correct date when editing Quantity Progress
• Fixed an issue where some photos from mobile devices were not displayed in the correct orientation on the Event Summary Report and Task Summary Report.

Update - 30 Jul 2020

New / Enhanced Features

• Added filters for Work Role, Work Role Category and Work Role Category Type to the Attendance Summary report widget.

Mobile Updates

• Updated Owner and Notifiable User fields to only display active Users.

Update - 23 Jul 2020

Important Changes Impacting Users

• The Commenter user role has been removed. All users impacted by this change have been migrated to the Read-Only role.

New / Enhanced Features

• Users with a Project Admin role can no longer manage Work Roster Codes and Time Rule configuration. This permission has been elevated to the Usage Admin role.
• Users with a Project Admin role can no longer create and edit Notice Templates. This permission has been elevated to the Project Config role.
• Users with a Project Admin role can no longer manage Usage Codes. This permission has been elevated to the Project Config role.
• Users with a Collaborator role can no longer access the Work and Supervision Roster. This permission has been elevated to the Standard role.
• Users with a Standard Restricted role can now enter and manage progress.
• Users with a Subcontractor role (both Supply and Package) can no longer access Tags

Bugs Fixed

• Fixed an issue where an error may be displayed when rapidly entering Attendance via the web.

Update - 16 Jul 2020

New / Enhanced Features

• Settings > Import > Activities now supports importing actual and expected timestamps (date and time) in a single column, in addition to separate date and time columns.
• Added Person Attendance Reference, Phase Code, and Phase Subcode to the Resource Usage and Subcontractor Resource Usage exports.
• Added a new export option to generate a list of Activities with an actual start or finish date on (or after) a selected date.
• Added Work Role Category Type into the People export.
• Added filtering by date and time range on the Site Timeline.
• Added filtering by time range to the Diary Log.

Update - 3 Jul 2020

Mobile changes

• The Labour & Plant Docket now allows users to book People and Equipment Items from the same Company to the same Docket.

Update - 1 Jul 2020

New / Enhanced features

• Roster Work Codes can now contain numbers.
• To improve performance, the Activity/Event Status and Resource Usage Report Widgets now show placeholders in the report preview.

Update - 26 Jun 2020

New / Enhanced Features

• Recording progress against an unstarted Activity will now automatically start the Activity and populate its Actual Start Date in the following cases:
  • The first time a Quantity Progress entry is recorded against an Activity
  • The first time a gate is completed on a Tagged Item associated with an Activity