SI5.1 – Noticeable Changes

Reports are case sensitive

Reports are now case sensitive with respect to the Category,
Manufacturer, and Model fields. This means that if there are items in a
project with different cases for these fields, they will show on reports as
different products. For example “Crestron
CNA-22” and “CRESTRON CNA-22” will appear as separate line
items on a line item report.

You may also notice this on reports sorted by Category or
Manufacturer.

Solution: Go to D-Tools
> Update Case from within a project. This will update the case of all
items in your project based on settings in your Master Table. [LEARN
MORE]

Tip: If you still
have problems after running update case, it is because the category and/or
manufacturer are not in your Master Table. Try adding them in MMPD
(Administration > Categories/Manufacturers), or use “Update to
Master Table” from the project to add specific items.

Archived projects no longer show in Project Grid

Projects which are archived may seem to disappear from the
project grid in the Navigator when SI5.1 is installed.

Solution: Select
the “Show Archived Project” option from the new dropdown menu at
the top of the grid. You now have two options for which projects to view in
the grid: 1) Show Active, and 2) Show Archived.

Proposal Summary shows only one line for labor

On all standard proposals, the proposal summary on the last
page now shows a single line items for labor. In
previous releases it showed Installation Labor, Management Labor, and Design
Labor separately.

Solution: To get
these back, open the Reporting Center (Tools > Reporting Center)
and edit the report definition. Go to the Parameters tab and select
“Show labor by phase in summary”. This will not only split
installation labor out by phase, but it will also show management and design
labor separately.

Tip: Click
here to see a video which describes how to create report definitions.

Project Hours and Work Order estimated hours change

Several bugs were fixed relating to the way hours were
calculated on the Project Hours report, and on Work Orders. This means the
hours may change when running these reports in 5.1.

These bugs were related to packages with ‘ignore labor
calculations for this package’ and phases with ‘ignore labor
calculations for this phase’.

Solution: None. The
SI5.1 values are correct and fix all known errors.

Packages with accessories no longer always drop accessory shapes

If you drop a package with products that have accessories on
to a drawing page, accessories will no longer be dropped on the page unless the
parent item says to.

Tip: This is
defined in the parent item in MMPD

1. Open the parent item for editing in MMPD

2. Go to the Accessories tab

3. Click on the Edit link in the Visualizations column for the accessory

4. To drop the accessory when the parent drops, uncheck the Hidden checkbox
for the drawing type