lucernex release notes - accruent · online help > webinars page for a link to the webinar and a...

Accruent, LLC 11500 Alterra Parkway, Suite 110, Austin, TX 78758 www.accruent.com

20.02 RELEASE NOTES February 21, 2020

Confidential and Proprietary ©2020 www.accruent.com 1

Accruent Confidential and Proprietary, copyright 2020. All rights reserved.

This material contains confidential information that is proprietary to, and the property of, Accruent, LLC. Any unauthorized use, duplication, or disclosure of this material, in whole or in part, is prohibited.

No part of this publication may be reproduced, recorded, or stored in a retrieval system or transmitted in any form or by any means—whether electronic, mechanical, photographic, or otherwise—without the written permission of Accruent, LLC.

The information contained in this document is subject to change without notice. Accruent makes no warranty of any kind with regard to this material, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose. Accruent, or any of its subsidiaries, shall not be liable for errors contained herein or for incidental or consequential damages in connection with the furnishing, performance, or use of this material.


Contents Release information ........................................................................................................................................................ 4 Introduction........................................................................................................................................................................... 4

Important tasks related to new releases .................................................................................................. 4

Ideas for improving Lucernex ..................................................................................................................... 4

Announcements ................................................................................................................................................................ 5 20.02 customer release webinar ................................................................................................................ 5

Release webinar schedule now in Online Help ........................................................................................ 5

The new Report Builder is here! .................................................................................................................. 5

New Invoicing Sync enhancement coming soon .................................................................................... 6

Summary of issues fixed and additional enhancements ................................................................... 7 Changes since the TRAIN release .............................................................................................................. 7

Client-requested enhancements ............................................................................................................ 7

Client-reported issues .............................................................................................................................. 7

Contents of the TRAIN release ................................................................................................................... 8

New features .............................................................................................................................................. 8

Client-requested enhancements ......................................................................................................... 10

Client-reported issues ........................................................................................................................... 10

Resolved known issues ................................................................................................................................................ 13 New feature details and deep dives ................................................................................................................. 14

Enhancements to the new Report Builder ............................................................................................. 14

New Save As button added to the new Report Builder ................................................................... 14

Drag and drop to Preview pane now supported ............................................................................... 14

New ability to add filtered fields to a report from the Available Fields section .......................... 14

Width of Fields pane can now be adjusted by users ....................................................................... 15

Preview pane now supports displaying math field calculations ................................................... 15

Contract and Equipment Contract enhancements .............................................................................. 15

Mid-period termination functionality enhanced ............................................................................... 15

New ability to approve Straight Line accounting schedules .......................................................... 15

Coverage dates for English, Irish, and Scottish (Old & New) no longer editable ........................ 16

MS Project Integration enhancements .................................................................................................. 17

New ability to create schedule template via MS Project import ................................................... 17


MS Project edays converted to days in Lucernex imports ............................................................. 18

Other enhancements ................................................................................................................................. 18

OCR Document Error resolution .......................................................................................................... 18

New ability to filter Manage Exchange Rates page ......................................................................... 19

New ability to multi-select files to attach to a form......................................................................... 19

New Accruent administrator ability to globally replace phrases in UI labels .............................. 19

Only user-selected custom list columns appear in Printable View window ............................... 19

Additional Member fields now sort by last name ............................................................................ 19

Read-only form fields now support JavaScript titles ...................................................................... 20


Release information Release Version: 20.02 Release Date (Train): January 31, 2020 Release Date (Prod): February 21, 2020

Introduction This document describes the features and functionality of the Lucernex 20.02 release. Bug fixes have been delivered for Admin, Contracts, Documents, the MS Project integration, Org Charts, Parcels, and Reports.

The new Report Builder is now live! Other enhancements in this release include enhancements to our mid-month termination functionality, a new ability to create schedule templates via MS Project import, and more!

Important tasks related to new releases Please review this section when you receive release notes:

1. Update your custom layouts with new fields added in this release. Fields added to core pages do not automatically appear on custom-configured pages and you will have to add them to access new functionality.

2. Review the database schema updates. There are database schema updates with this release. Customers that have third-party integrations tied into their Datamart will want to review the schema updates, as we do not have visibility into how those integrations may be impacted. You can view a full list of the database schema updates here. DataMart customers should run a full brush.

3. Review the What’s New – Online Help Updates page in the Online Help. This page lists recent updates in the Online Help. In addition to articles about our new features, this page is also frequently updated with new content related to Lucernex!

Ideas for improving Lucernex We invite you to submit your product enhancement requests on the Lucernex Ideas Page. Ideas you post can be viewed by both Accruent employees and other Lucernex customers. On the Ideas page you can:

• vote for or against an idea • add and respond to comments • view the status of an idea

Your ideas help us to understand what is important to our customers. Our product management team actively monitors the Ideas page and updates it when required. Contact Accruent Support if you have questions about the Ideas page.

https://info.accruent.com/rs/167-BOY-362/images/LX_SchemaChanges_20.2.pdf

https://accruent-support.force.com/Lucernex/ideas/ideaList.apexp


Announcements This section of our release notes is intended to make you aware of important announcements related to Lucernex.

20.02 customer release webinar The customer release webinar is available for you to view in the Online Help. Please see the Online Help > Webinars page for a link to the webinar and a copy of the PowerPoint slides.

Release webinar schedule now in Online Help We’ve scheduled the release webinars for the rest of the year, and you can now see that schedule on the Webinars page of the Online Help. We’ve also included “Add to Calendar” and “Click to Join” links for each of the webinars so you can either put the webinar in your calendar or join when the webinar starts.

Please note that this schedule is subject to change, and changes will be communicated to customers prior to the webinar date.

The new Report Builder is here! Over the past few months we’ve been working hard on a project aimed to enhance our Report Builder. The goal of these enhancements is to improve your user experience, give you a real-time build and preview display, and give the Report Builder a more modern look and feel. After receiving and acting upon valuable feedback from customers, we’re excited to announce that the new Report Builder is now available for you to use!


We know it may take some time to transition over to the new Report Builder, so the old Report Builder won’t be going away until the second half of 2020. You can find documentation on the new Report Builder in the Lucernex Online Help.

New Invoicing Sync enhancement coming soon We are currently working with Early Adopter Program (EAP) testers on a new cost tracking and invoice management enhancement. This enhancement will allow you to link your purchase order (commitment), change order, and payment application (invoice) forms together. When a general contractor or vendor submits a payment application or invoice, they will only see records related to their employer. When they select a purchase order or change order, the payment application form will then auto-populate with related line items restricted to the selected purchase order.

Keep an eye on our release notes for news related to this upcoming enhancement!


Summary of issues fixed and additional enhancements Click the Feature Name link in the New Features table to navigate to an expanded description of the feature.

Changes since the TRAIN release The following tables break down the changes since the TRAIN release into client-requested enhancements and client-reported issues.

Client-requested enhancements The following additional client-requested enhancements have been delivered in this release.

Feature Summary

Read-only form fields now support JavaScript titles

You can now create read-only JavaScript form fields that produce a concatenated string from input fields. This functionality was previously only supported if the field was editable. You can also apply this enhancement to existing forms.

Client-reported issues The following additional client-reported issues have been resolved in this release.

Component Summary

Admin

CPI Values

CPI values for December 2019 now exist in the system.

Admin

Object Model

The CodeMarketAreaID and RegionID fields are now listed as required on the PotentialProject and Project database tables.

Contract

Accounting Assumptions

The system no longer changes the discount rate when the contract currency type is changed.


Contract

Terms

The system now applies the same logic to calculating the tickler date on a contract term regardless of whether the term was created in the RE Contract Setup Wizard, the Terms page, or via import. The calculation for the Tickler Date field is Notice End Date – Tickler Period.

Workflows An error message no longer displays when you take action on a customer-configured pay app workflow.

Contents of the TRAIN release The following tables break down the contents of the TRAIN release into new features, client-requested enhancements, and client-reported issues.

New features The following new features have been delivered in this release.

Feature Summary

Enhancements to the new Report Builder

Several enhancements have been delivered for the new Report Builder.

Mid-period termination functionality enhanced

Previously, the system would only allow you to terminate a schedule as of the beginning of a period. We have now adjusted this functionality so that the system will prorate the termination schedule as of the day prior to the day of termination.

New ability to approve Straight Line accounting schedules

In the 19.12 release, we gave you the ability to approve ASC 842, GASB 87, and IFRS 16 lease accounting schedules. In the 20.02 release, you can now mark real estate and equipment lease Straight Line accounting schedules as being approved.

Coverage dates for English, Irish, and Scottish (Old & New) no longer editable

In the 19.12 release, we gave you the ability to set custom coverage and payment dates for expense setups. However, the Coverage Begin and Coverage End Date fields for English, Irish, Scottish Old, and Scottish New quarters should not have been editable, as the coverage dates for these quarterly frequencies are specific calendar dates.


New ability to create schedule template via MS Project import

You can now create schedule templates on the Manage Schedule Templates page by importing an MS Project file. This enhancement saves users time by allowing them to use templates they have already created for their company in MS Project.

OCR Document Error resolution

When Lucernex migrated from Rackspace to Google Cloud, some documents were not properly migrated. We have resolved the issue with these documents, and you can now properly use the OCR service going forward.

New ability to filter Manage Exchange Rates page

You can now filter the Manage Exchange Rates page using several criteria.

New Accruent administrator ability to globally replace phrases in UI labels

Accruent administrators can now globally replace phrases in UI labels from the Manage Company page. This enhancement has been delivered because not all clients need IFRS denotations in the system, and UI labels need to be dynamic to keep on track with your business processes.

If you want to globally replace a phrase in a UI label, contact your Accruent Administrator.

Additional Member fields now sort by last name

Member fields in three additional sections of Lucernex now sort in alphabetical order by last name.


Client-requested enhancements The following client-requested enhancements have been delivered in this release.

Feature Summary

General Alderney and Sark have been added as options to the State field.

MS Project edays converted to days in Lucernex imports

When an MS Project file is imported, Lucernex now converts edays to days.

New ability to multi-select files to attach to a form

You can now select multiple files from the Add Documents window to attach to a form.

Only user-selected custom list columns appear in Printable View window

The Printable View window now respects the user’s settings and only displays selected columns.

Client-reported issues The following client-reported issues have been resolved in this release.

Component Summary

Admin

Firm Drop-Downs

Values in the Key Date Type field now remain inactive after a user marks them as Inactive.

Admin

Firm Drop-Downs

Marking a contact type code as Inactive now removes the contact type code from the Contact Type field.

Note: Contacts with an inactive contact type will need to have the contact type changed on their records. Once the inactive contact type has been removed, it will no longer appear in the Contact Type field.


Contracts

Expense Schedules

When users changed the rentable area on a contract and attempted to recalculate their expense schedules, Lucernex was only recalculating the expense schedules that had positive amounts. Now, Lucernex recalculates expense schedules that have either positive or negative amounts.

Contracts

Receipts

Creating a receipt that contains a negative amount now returns a message that reads, “Negative amounts not supported.”

Negative receipt amounts will be covered in a future enhancement.

Contracts

Receipts

Lucernex no longer returns error messages when you attempt to reconcile a receipt to multiple transactions.

Contracts

Recoveries

Lucernex no longer jumps back to the previous recovery you worked on when you select a new recovery record.

Contracts

Transactions

Lucernex no longer returns a save failure message prior to a transaction being saved. This fix also impacts other areas where a pop-up window opens prior to a record being saved.

Documents When the Send Email Notifications check box is selected in the Upload window, the Subscriber field is now large enough to use.

Org Chart If the proper Apply Org Chart setting is enabled on the Manage Company page, Lucernex adds members from parent and grandparent regions and sub-regions to operating entities when you select those regions in the Setup Wizard.

Parcels

Property Taxes

Lucernex no longer inserts the Begin Date in both the Begin and End Date fields on a recovery record.

Reports Currency type descriptions for currency codes STN and TOP now display correctly in reports.

Reports A custom client report now uses the exchange rate for the period in which the report was run to translate the Period Deferred Amount and Cumulative Deferred Balance columns. Previously, the report using the exchange rate of the period after the period for which the report was run.


Reports

Dashboard Reports

A client-configured Dashboard Report was not displaying data in the same way as a report run from the Report Builder. Dashboard Reports now display data in the same way as a regular report.


Resolved known issues The following known issues have been resolved.

Resolved general issues

• The Aggregate Total Rent now displays correctly in a dashboard line chart widget when the currency is set to JPY.

• The Printable View button on the Forms page now functions correctly after a user alters the columns in a custom list on a form.

Resolved Report Builder issues

• The new Report Builder no longer returns errors if you make changes to a report after the report has already been run once.

• In the new Report Builder, the Save Report For options now only appear in the Save As window after the user has saved the report at least once.

• An error no longer displays in the Preview pane when the Entity Email field is added to a report in the new Report Builder.

Resolved MS Project integration issues

• Resolved issues exporting from Lucernex to MS Project related to duration, predecessor, and percentage complete values.

• Resolved issue where Lucernex was not importing assignees when the resource name matched.


New feature details and deep dives This section describes new features in greater detail.

Enhancements to the new Report Builder The following enhancements have been delivered for the new Report Builder. For a full overview and deep dive of the new report builder, please see the Lucernex Online Help.

New Save As button added to the new Report Builder A new Save As button has been added to the Header of the new Report Builder. This button can be used to create copies of an existing report, and thus allow you to open and preview a report before deciding to copy it.

The Save As button will not activate until a report has been initially saved, regardless of whether the report was created new or as a copy of an existing or global report. Clicking the Save As button will open the Save As - Modify Report Details window. From this window you can edit the report title, description, folder, and whether the report is saved for you or for everyone in your company. If a report in the folder has the same name as your new report, Lucernex will prompt you to change the name of your new report.

Once you have completed the Save As action, the Save As - Modify Report Details window closes. The title of the report in the Header updates to the new report title. From this point, the user is working in the copy of the report created in the Save As action.

Drag and drop to Preview pane now supported You can now drag and drop fields from the Fields pane to the Preview pane. Fields added using this method will be added to the report as columns. You can also click the green Plus icon to the right of the field name to accomplish the same task.

New ability to add filtered fields to a report from the Available Fields section You can now add a filtered field to a report by clicking the Pencil icon to the right of the field name in the Available Fields section of the Fields pane. The field will appear in the Current Report section of the Fields pane.

If you add a filtered field using this method, the field will not be added to the columns of a report. To add the field as a column in the report, click the green Plus icon to the right of the field name in the Current Report section of the Fields pane.


Width of Fields pane can now be adjusted by users You can now click and drag the edge of the Fields pane to adjust the size of the pane in the new Report Builder. This functionality allows users to view longer field names.

Preview pane now supports displaying math field calculations Previously, the Preview pane of the new Report Builder was not displaying the value of math field calculations. This behavior did not occur in generated reports. We have updated the behavior of the Preview pane so that it displays math field calculations.

Contract and Equipment Contract enhancements This section describes new enhancements to the Contract and Equipment Contract modules.

Mid-period termination functionality enhanced Previously, the system would only allow you to terminate a schedule as of the beginning of a period. We have now adjusted this functionality so that the system will prorate the termination schedule as of the day prior to the day of termination. For example:

• If you terminate your schedule as of January 15th, the system will include accounting values for all days in the period up to the 14th.

• Likewise, if you terminate your schedule as of January 21st, the system will include accounting values for all days in the period up to the 20th.

New ability to approve Straight Line accounting schedules In the 19.12 release, we gave you the ability to approve ASC 842, GASB 87, and IFRS 16 lease accounting schedules. In the 20.02 release, you can now mark real estate and equipment lease Straight Line accounting schedules as being approved.

The Approved? flag behaves similarly to the Locked flag on the ASC 842 Test and Accounting Assumptions pages. Once a schedule has been approved, it cannot be un-approved. To learn how to approve a lease accounting schedule, see the Approve a Lease Accounting Schedule procedures in the Online Help.

Important! An approved schedule cannot be deleted.

The table on the following page describes the behavior of the Recalc? flag and the Approved? flag on lease accounting schedules in different scenarios.


Scenario Recalc? flag Approved? flag

User creates initial schedule No No

User approves the initial schedule No YES

Recalc? flag triggered by change YES YES

User recalculates schedule No No

User approves recalculated schedule No YES

Coverage dates for English, Irish, and Scottish (Old & New) no longer editable In the 19.12 release, we gave you the ability to set custom coverage and payment dates for expense setups. However, the Coverage Begin and Coverage End Date fields for English, Irish, Scottish Old, and Scottish New quarters should not have been editable, as the coverage dates for these quarterly frequencies are specific calendar dates.

You can no longer edit the Coverage Begin and Coverage End Date fields for these frequencies. However, the Payment Due Date field for these frequencies is still editable from the Custom Payment Coverage section of the Expense Setup page.


MS Project Integration enhancements This section describes enhancements to Lucernex’s integration with MS Project.

New ability to create schedule template via MS Project import You can now create schedule templates on the Manage Schedule Templates page by importing an MS Project file. This enhancement saves users time by allowing them to use templates they have already created for their company in MS Project.

Important! This functionality only supports the creation of NEW templates, it does not support updating existing templates.

To create a schedule template via MS Project import:

1. Sign into Lucernex. 2. Click the Admin button in the toolbar in the upper-right corner of the window.

The System Administrator Dashboard page opens.

Admin button in toolbar.

3. Click the Manage Schedule Templates link in the Company Administration column. The Schedule Templates page opens.

4. Click the Add Schedule Template button in the lower-right corner of the Schedule Template table. The Add Schedule Template window opens.

5. Enter a name for your schedule template in the Template Name field. 6. Enter a description for your schedule template in the Description field.

We recommend that you add descriptions to every template, layout, or field you create in Lucernex, so that subsequent administrators will understand the purpose and context of the items you create.

7. Enter any notes about the template in the Notes field. Since templates are most often created at implementation, we highly recommend that you add notes about the context and reasoning for using this template in this field. This will help you and future system administrators understand the template's usage if the template is viewed at a later date.

8. Select the check boxes indicating which entities this schedule template should be available in.

9. Select the portfolio you want this template to be available for from the Available for the following Portfolios / Capital Programs field.


All Portfolios / Capital Programs is selected by default. You can select multiple options from this field.

10. Click the Import MS Project button. The Import MSProject File window opens.

11. Click the Browse button. An Upload dialog box opens.

12. Select the file you want to import. 13. Upload the file.

The dialog box closes. 14. Click the Upload button. 15. Select the tasks you want to import.

By default, all tasks are selected. 16. Click the Import button.

The import begins. Lucernex stores the following information from the MS Project file: • Group names • Task names • Initial Status • Task Start / Task Duration, depending on whether a task has a predecessor.

Once the import is complete, the Add Schedule Template window will display the MS Project file as an attachment.

17. Click the Add button. The window closes. The template appears in the Schedule Templates table.

MS Project edays converted to days in Lucernex imports Previously, edays, eweeks, and emonths were not recognized by Lucernex when an MS Project file was imported. Now when an MS Project file is imported, Lucernex converts edays to days. Please note the following information about this feature:

• For this feature to function correctly, you will need to crash your schedule, and set the schedule for working weekends and holidays.

• Exports to MS Project will list the duration in days, not edays.

Other enhancements This section describes other enhancements to the system that do not fall within an overarching category.

OCR Document Error resolution When Lucernex migrated from Rackspace to Google Cloud, some documents were not properly migrated. These documents would show an OCR Status of Converted, but when a user attempted to open a document, Lucernex would return a message that read, “Document unable to be found in Cloud Storage.”


If you attempt to open a document that has this issue now, Lucernex will allow you to open the document in its non-OCR format. Additionally, the OCR status will change to Failed, and Lucernex will re-initiate the OCR process. This should resolve the issue with these documents and allow you to properly use the OCR service going forward.

New ability to filter Manage Exchange Rates page You can now filter the Manage Exchange Rates page using any of the following criteria:

• Effective Date • From Currency • To Currency • Exchange Rate Type

New ability to multi-select files to attach to a form You can now select multiple files from the Add Documents window to attach to a form. To select multiple files, select the check box to the left of the File Name column for each file you want to attach. This functionality only impacts documents that have already been uploaded to the entity.

In a future release, we will be adding the ability to select one or more attached documents for removal from a form, rather than the current Clear All functionality.

New Accruent administrator ability to globally replace phrases in UI labels Accruent administrators can now globally replace phrases in UI labels from the Manage Company page. This enhancement has been delivered because not all clients need IFRS denotations in the system, and UI labels need to be dynamic to keep on track with your business processes.

If you want to globally replace a phrase in a UI label, contact your Accruent Administrator.

Only user-selected custom list columns appear in Printable View window Previously when a user opened the Printable View window, all available columns in a custom list displayed, even if the user had hidden some columns. This made the content in the Printable View window larger than necessary and sometimes difficult to print. Now, the Printable View window respects the user’s settings and only displays selected columns.

Additional Member fields now sort by last name Member fields in the following sections of Lucernex now sort in alphabetical order by last name:

• Add Contact window in the Members / Contacts sub-module • Upload window in the Documents sub-module • Targets window in the RE Planner


Read-only form fields now support JavaScript titles You can now create read-only JavaScript form fields that produce a concatenated string from input fields. This functionality was previously only supported if the field was editable. You can also apply this enhancement to existing forms.

To update your existing read-only JavaScript form fields:

1. Sign into Lucernex. 2. Click the Admin button in the toolbar in the upper-right corner of the window.

The System Administrator Dashboard page opens.

3. Click the Manage Forms link in the Company Administration column. The Manage Forms page opens.

4. Find the form you want to edit. 5. Expand the form record. 6. Find the form layout you want to edit. 7. Click the Build Layout link for the form layout.

The Page Layout Editor window opens. 8. Click the Ellipses button on the field cell of your JavaScript field.

The Edit Field window opens. 9. Click the Value JavaScript button at the bottom of the window.

The Set Script for Field window opens. 10. Copy the JavaScript currently in the field and paste it into a file where you can access it

later in these procedures.


11. Click the Reset button. The Set Script for Field window closes.

12. Click the Set Options button. The Edit Field window closes.

13. Click the Save Layout button. The Page Layout Editor window closes.

14. Click the Build Layout link for the form layout. The Page Layout Editor window opens again.

15. Click the Ellipses button on the field cell of your JavaScript field. The Edit Field window opens.

16. Click the Value JavaScript button at the bottom of the window. The Set Script for Field window opens.

17. Paste the JavaScript you copied in step 10 into the field. 18. Click the Save button.

The Set Script for Field window closes. 19. Click the Set Options button.

The Edit Field window closes. 20. Click the Save Layout button.

The Page Layout Editor window closes. Your JavaScript field should now be performing the concatenation as expected.


Lucernex 20.02 Release Notes – February 2020

Accruent, LLC 11500 Alterra Parkway Suite 110 Austin, TX 78758

www.accruent.com

http://www.accruent.com/