Reporting

·   Additional Fields in Reporting XML

Additional data fields, including item price details and project custom properties make it easier to create custom reports (particularly proposal summaries and subtotals)

·   Export Reports to Text

Export reports to text file. Useful for custom export to accounting system

·   Improved Export to Rich Text Format

Exporting reports to rich text format maintains images and formatting better than ever

·   Filter and Sort Items on Orders

Users can sort and filter items on order reports, for example by price or component ID

·   Global Page View Settings

Set default settings for how many report pages to view when reports are first run

·   Reporting Center in Navigator

The Reporting Center is now an integrated part of the Navigator interface, providing quicker access to advanced reporting features

·   Project Hours - groups by 2 levels

Project hours report can now be grouped up to 2 levels, providing additional detail

·   Pick List - group by Change Type

Pick list report can be grouped by Change Type, making it useful for change order reports

Wiring

·   Wire Connection Settings [LEARN MORE]

User controls how and when wire connections are checked, and what to do if a conflict is found

·   Check Wire Connections

User can manually check wire connections on a drawing page to see if there are duplicate connections

AutoCAD

·   ACAD 2009 compatibility

SI5.5 works with AutoCAD 2009 (full version only)

·   Change Layer and Color [LEARN MORE]

Change the layer and/or color of blocks on a drawing page

·   Standardize Menus

AutoCAD drawing menus updated to match SI5.5 standards

LinkTools for Quickbooks

·   QB 2009 US and Enterprise 9 compatibility

QuickLinks works with QuickBooks 2009 and Enterprise 9 (QB 2009 Canada pending)

·   Bulk Transfer of Items

Faster, more efficient method of getting products from SI5 catalog into QuickBooks - makes getting started much easier

Other

·   Pooled Licensing for Pro Users

Licenses are no longer bound to specific users, allowing all licenses in an enterprise to be shared on a first-come, first-served basis (does not apply to stand-alone installs)

·   Local Company Address and Logo

Local user can choose to use their own address and logo, or use the company standard stored on server

·   User-defined Schematic Shapes in Visio

Choose which shape is dropped for each product on the schematic page in Visio

·   Updated Project Summary

Reorganized to show project subtotals better. Also shows labor hours by phase

·   Edit Accounting ID and Vendor in MMPD

Users with permission can edit the accounting ID and vendor name for individual products directly in MMPD

·   Show Price & Cost in Add Product dialog

See price and cost of items before adding them to the project

·   Show Item Descriptions in Add Package Dialog

See item descriptions when adding packages to a project

·   Show Type in Accessories Grid of Product Properties

See accessory type when looking at parent product

Critical/Important

(4599) Wire connection time slow for large projects

(4463) Canadian Purchase Tax Code included in end user taxes

(4464) OFE not saved when project closed

(4558) License not released when date format not standard

(4598) Check-out/check-in fails

(4492) AutoCAD: When units are set to meters the blocks are rendering in inches

(4591) When wire is replaced by other wire product wire connection is lost

(4602) Memory leak when running reports

(4467) Default accessories not included when using Add Package

(4565) Visio: Unable to drop a product into the drawing page of Line diagram (only for international settings)

AutoCAD

(4590) AutoCAD/Visio - Block Base Point - When a block is replace to different product the block change its base point location (coordinates x,y).

(4497) AutoCAD - Delete Block - When a block is deleted from DWG page the ACAD icon does not go away from PDM

LANSync

(4496) Subfolders of DToolsV5ProductShare do not copy on Sync

(4690) MMPD LANSync Fails when there is empty space before manufacture name

(4759) Visualizations do not transfer on copy up...copy down

(4806) Copy up/copy down does not copy stencils or shape associations

MMPD

(4465) Accounting ID is copied when copying product in MMPD

(4577) I/O Studio causes error with duplicate entry(with blank space)

(4482) MMPD: Right click on empty product grid, i/o studio is enabled

(4672) Download EZ Match does not update Model

(4479) Download Search: Able to download stencils when “Add/Edit data” permission is denied

Navigator

(4559) New Zealand Tax Setup

(4698) Phase ID's are incorrect in new projects

(4680) & symbol causes problem in Project Information

(4480) License Information is partially shown in Vista

Reports

(4462) Export to rtf does not include lines

(4468) PO Request showing wrong unit cost/price

(4470) Wire Label report does not line up with paper

(4573) PO Request report is not aggregating all rough-in wire and the cost and totals are wrong

(4077) Reports run from a Delta always show the revision as "-1"

(4466) Work order warehouse label report does not line up with paper

Text/PDM

(4471) OrderTools PO report title is wrong

(4469) PDM filter comes up empty when deleting products

(4670) Component ID does not update from Assign Head End dialog