Release notes for PASconcept

Learn what’s new and improved in the latest updates to PASconcept.

We update PASconcept regularly to give you a better experience and fix issues. These release notes explain what’s new and improved.

Each new update includes all the changes from earlier updates.

Users will always find updates listed on their homepage, however, for a richer history of our updates you can always reference this page

Update 22.03.08 - March 2022

Activities	Activities can be deleted using the bulk delete option in the Activity Report List View Activities related to a contact can be observed from the Contacts list in the Activity column Users can sync their PASconcept User Activities Calendar by using the Subscribe to Calendar feature on the Activity Calendar Page. Once subscribed, events/activities created in PASconcept will appear on the user’s Calendar (Google, Outlook, etc) Activities can be assigned to multiple users at one time. This can be done by selecting multiple users in the Employee Field of the Activity Form Activities can be used as “Internal Activities”. This can be made possible by simply not selecting a client. No client will be associated to this activity. Activities can be associated to contacts directly. This means that activities can now be related to Vendors, Subconsultants and other Contacts.
Contacts	Sources can be attributed to contacts Contacts can be converted with one click by clicking the “Convert to Client” button Contact Profiles contain both Contact Info and Activity Info Tabs
Company	Clients and Contacts can be associated to custom Sources defines per Company This option can be found in the Settings>Contacts> Contact Sources page
Opportunity	Opportunities can be generated from either a Contact or a Client
Notification	Company wide Notification and User Specific Notifications can be generated from the Employee Notifications Page. This can be found in Resources>Notifications
Clients	A per-client profitability report can be accessed by changing the view in the Clients List
Proposals	The process for creating proposals mirrors the creation of a proposal with the updated Proposal Template Form Proposals with a Deposit will direct clients directly to the existing invoice upon acceptance
Jobs	Adding a new Job is made easier with an updated New Job Form
Homepage	Users can view pending and past Due Activities from the Homepage Users can mark Activities as Complete by dragging and dropping the activity card to the “Completed Today” area of the home page. Users can mark Activities as Cancelled by dragging and dropping the activity card to the “Cancelled Today” area of the home page.

Update 21.08.31 - August 2021

File Upload	The enhanced grid view for uploaded files. This grid view allows you to see thumbnails of images and PDFs Both Images and PDFs can be previewed in PASconcept directly by selecting the “View” options
Proposal	Proposal Wizard Step 1) Client The enhanced Client Contact field can search for existing clients or prompt an entry form for a new client New Client – By selecting New Client, you are able to create a new Client and Contact to associate to the proposal Existing Contact – By typing, you are able to search for an existing contact and/or client. You can define to which client/contact the proposal is associate by selecting the existing client/contact Payment Schedules Types – Payments schedules can be defined as percentages based on the Total Fees, The Phases, or The Tasks. Additionally users can create custom payment schedules by selecting the Custom Types. Total Fees – This option allows users to apply the Payment Schedule Templates to the total sum value of all fees contained in the proposal. Phases – This option allows for the sum of each individual Phase fees to be distributed into a series scheduled payments, as per the Payment Schedule Templates Tasks – This option allows for the fee of each individual Task to be distributed into a series scheduled payments, as per the Payment Schedule Templates Custom – Using the Custom option, users can define any number of Scheduled Payments to associate to the Proposal. If this option is used a Line item called Unaccounted Payments will appear denoting the amount yet to be considered with the defined scheduled payments.
Client Ledger	The Client Ledger is an overview of the invoices and payments related to a specific client along with a running balance. By default, this ledger is filtered to show the last 30 days. The client Ledger can be found in the Ledger Tab within the Client Detail View
Client Contacts	Clients can have multiple contacts associated to them, they can be viewed by visiting the “Contacts” tab in the client detail. Client contacts can fall under the following categories: Primary Contact – This is the default and primary contact associated with the client. There can be only one Primary Contact, however a Primary Contact may also be a Billing Contact. Billing Contact – This is the default contact regarding all billing and invoicing matters. There can be multiple billing contacts. General Contact – A general contact does not fall under a specific category, but can also bear a Type and Sub-Type.
Receivable Statements	There is a dedicated page for Statement Details This page can be accessed through the Billing Assistant or the Statements List In the Statement Details Page beyond standard statement information, one can easily add/remove invoices pertaining to one client using a single or bulk selection of invoices.
Billing Assistant	Activities and Activity Sequences can be added to both Statements and Invoices from the Billing Assistant Pending Activities related to both Invoices and Statements can be found in the “Pending Activities” Tab in the Billing Assistant
Activities	Activity Sequence Templates can be created for Billing Items such as Statements or Invoices
Payment Portals	Companies accepting Zelle payments can now connect with PASconcept Once Activated, Clients can pay invoices and statements using a Zelle through a “Zelle” button Payments made through this Payment Portal can be automatically entered in PASconcept by selecting the “”Generate Payment Once Transaction Number is Entered” option
Proposal	By toggling the Hide Service Fee field in the Proposal Info Tab, users can show/hide the Service Fee Table in the Proposal Client View
Client	Net Terms for each client can be entered in the client profile in the field “Payment Net Terms” Standard terms can be selected from the drop down or custom terms can be entered manually The Net Terms determine the default Due Date for all Invoices & Statements generated for this client Invoices Users can find the Due Date in the Invoices List If an invoice is past due, the number of days past due can be found in the Insights column While the Net Terms determine the default Due Date for an Invoice, it can be changed manually Statements Users can find the Due Date in the Statement List If an Statement is past due, the number of days past due can be found in the Insights column While the Net Terms determine the default Due Date for a Statement, it can be changed manually

Update 21.07 - july 2021

Client	Net Terms for each client can be entered in the client profile in the field “Payment Net Terms” Standard terms can be selected from the drop down or custom terms can be entered manually The Net Terms determine the default Due Date for all Invoices & Statements generated for this client Invoices Users can find the Due Date in the Invoices List If an invoice is past due, the number of days past due can be found in the Insights column While the Net Terms determine the default Due Date for an Invoice, it can be changed manually Statements Users can find the Due Date in the Statement List If an Statement is past due, the number of days past due can be found in the Insights column While the Net Terms determine the default Due Date for a Statement, it can be changed manually
Jobs Map View	The Jobs Map View is accessible by clicking on the Map View Icon in the Job’s page Information: Job Number Job Completion Percentage Job Name Client Job Address Google Street View Image Actions: By clicking the Job Number, the user can access the Job Detail Page By clicking the Job Address, the user is directed to the google map’s page of the corresponding address
Time Activities	Job Cards in the time activity view optimized for use and efficiency Jobs are segmented by Job Status and are paginated for easy access Job Cards in the time activity view optimized for use and efficiency Information Job Number Hours Completed/Hours Assigned Job Name Client Due Date, if applicable JDue Date will show red if Past Due Project Manager Actions Additional Job information can be accessed by clicking on the Job Number Quick Time entry form can be accessed by clicking on the Job Card The detailed Time Entry Form can be accessed by clicking the “Full View” button. This option can be used by clicking the buttons to the right of the Jobs page title
Job	The Jobs Module can be seen in three different views List View – This is a standard list table Board View – This view lists projects by Status and shows Jobs as cards which can be moved from list to list This view has a unique filter, Max Number of Results, which allows adjust the maximum number of cards shown on the board Gantt View – This view shows the projects on a Gantt chart This view has a unique filter, Column Width, which allows the user to change with width of the Gantt Chart’s columns This option can be used by clicking the buttons to the right of the Jobs page title
Job Board View	Jobs can be viewed in a Kanban Board Style allowing users to view Jobs as cards which can be moved from status to status Users can select the maximum number of Cards to be presented, this is set to 250 by default Job Cards present the following information and actions: Job Number, by clicking on this the user can navigate to the Job Detail page Job Name Client, by clicking this field, users can navigate to the Client Profile Employees, This field will show each employee related to a project. Project Managers are identified by being yellow. Non-managers are shown as teal The following actions can be taken by clicking their respective icon: Add Time Icon – By clicking on the Add Time Icon, represented by the presence of a clock, a user can add time directly to the job Add Employees – By clicking on the Add Employee Icon, represented by the presence of the plus sign (+), a user with the appropriate access permissions can add employees to the Job
Job Scope Tab	The Job Scope tab contains the Phases and/or Tasks and detailed Scope of Work of a Job and can be located in the Job Detail View Job Table The Job Table shows the Job Number, Job Name, Assigned Hours, Executed hours, Planned Start Date, Planned End Date, Start Date, Estimated Due Date, Progress Percentage, and status By clicking on the Task Name the user can update the Start Date, the Due Date, and the Percent of Completion From this form the user can also apply Planned Dates to All Tasks and Phases Phase Table The Phase Table will appear only if the Job has Phases The Phase Table shows the Phase list for the Job containing the task Name, Assigned Hours, Executed hours, Planned Start Date, Planned End Date, Start Date, Estimated Due Date, Progress Percentage, and status By clicking on the Phase Name the user can update the Start Date, the Due Date, and the Percent of Completion From this form the user can also apply Planned Dates to All Task related to the Phase If all Tasks within a Phase are fall under the status Complete, the status of the Phase will change to Complete Task Table The Task Table shows the Task list for the Job containing the Task Name, Assigned Hours, Executed hours, Planned Start Date, Planned End Date, Start Date, Estimated Due Date, Progress Percentage, and status By clicking on the Task Name the user can update the Start Date, the Due Date, and the Percent of Completion Gantt View To view the Job’s Phases and Tasks in a Gantt Chart, click on the View Gantt button at the top right of the Job Scope Tab The three tiered levels of the Gantt are as follows: Job, Phases, Tasks. If a project does not contain Phases then the Gantt is two tiered, Job and Tasks. The following fields are reflected to the right of the Gantt Chart: Job/Phase/Task Name Planned Start Date Planned End Date Progress Percentage By hovering over an Item in the Gantt chart, a user can make the following Gantt Chart Actions: Change Completion Percentage: By pulling the items vertical marker, the user can increase or decrease the items percent of completion Open Form: By clicking on the item, the user will open the item’s Management Form To Exit the Gantt View and return to the List View, click on the yellow button labeled “View List” at the top right hand corner of the Scope Tab
Changes in Add New Time	When Adding Time to a Job, the user will be able to update the state of completion of the selected Task If a Task’s Percent of Completion is updated, the new percent will be reflected in the Job’s Scope Tab
Activities	Multiple Activities can be added using the Add Sequence button The Add Activity Sequence button can be found on Clients, Opportunity, Proposals, and Jobs Users can create Activity Sequence Template(s)
Opportunities	Opportunities can be viewed in a Kanban Board Style allowing users to view Opportunities as cards which can be moved from status to status. Time can be entered directly to an opportunity by visiting the Times Tab Opportunities can be linked to existing proposals The status of the Opportunity will change as per the status of the proposal (i.e Proposal and Awarded) Additional Field: Bid Meeting Date. This optional field should be used for the date of your Pre-bid Meeting, (If Applicable) Additional Statuses: Not in Progress for when you are not actively working on an Opportunity Not Interested, if you are not interested in pursuing an opportunity Submitted for when you have submitted your proposal Disqualified, should it be an opportunity you cannot pursue Not Awarded, for an opportunity you are ultimately not awarded Opportunities List interface optimized to allow for more effective management of the Opportunities
Proposals	Time can be entered directly to a Proposal by visiting the Times Tab
User Profile	Users can configure which statuses appear by default in both the Proposals and Opportunities List Users can choose which Opportunities view they wish to have as default; List or Board View

Update 21.06 - June 2021

Activities

Multiple Activities can be added using the Add Sequence button
The Add Activity Sequence button can be found on Clients, Opportunity, Proposals, and Jobs.
Users can create Activity Sequence Template(s)

Opportunities

Additional Field: Bid Meeting Date. This optional field should be used for the date of your Pre-bid Meeting, (If Applicable)
Additional Statuses:
- Not in Progress for when you are not actively working on an Opportunity
- Not Interested, if you are not interested in pursuing an opportunity
- Submitted for when you have submitted your proposal
- Disqualified, should it be an opportunity you cannot pursue
- Not Awarded, for an opportunity you are ultimately not awarded
Opportunities List interface optimized to allow for more effective management of the Opportunities

Update 21.05 - May 2021

Project Tags	Tags and Tag Combinations can be applied and used as filters in Opportunities Tags and Tag Combinations can be applied and used as filters in Proposals All tags are inherited through out the lifecycle of the Project (Opportunities>Proposals>Jobs) Management of Project tags can now be done through the Department Profile Companies can configure up to 9 unique Tag Categories. PASconcept will only show active categories. The Tag selection interface within Projects (Jobs) has been optimized to enhance the user experience.
Proposal Signatures	Unique Signatures can be associated to Employee/Users of PASconcept If Active, these signatures can be associated to proposals
Payment Portals	New Authorize.net Add-on Integration Companies using Authorize.net can now connect with PASconcept Once Activated, Clients can pay invoices and statements using a credit card through a “Pay Here” button supported by Authorize.net Payments made through this Payment Portal are automatically entered in PASconcept
Proposals	Margins to be uniform throughout the Proposal Client View Icons removed from Proposal Client View
Homepage	New Page Added Shortcut Section Added to Homepage Updates Section Added to Homepage Homepage Icon added to Main Menu
Client File Report	Revised Client File Report in Contacts>Clients>Client File Report View roll-up of all Files associated to Clients (Total Files and their total size in Kb) Filter by Client
Activities	Optimize Mobile view of Activity Calendar Activities can now be cancelled by clicking on the “x” icon Email Activities can now be completed using the email icon throughout PASconcept
Dashboards	New Dashboard Added, Opportunities Funnel Chart Using the Opportunities Funnel Chart, you can view the natural progression of Opportunities to Proposals to Awarded Projects
Jobs	Job Export protocol has been optimized Job Export file now includes Department Hovering over the additional team members number in the Jobs List will show all additional team members names
Message Templates	Multiple Message Templates can now be created and selected when sending emails to a client