January 2024 Release Notes

Here is an overview of enhancements and bug fixes to the Clearstory platform for the month of January

January Highlights 🌟

  • Launched Contractor Insights that provides visibility to each downstream contract's key metrics on a project that includes:
    • Overview tab with multiple data tables on CORs and T&M Tags from each contract on the project.
    • Contract and Status Summary tab that lists all contracts organized by Contract Summary and COR Status
    • Aging Report tab that lists the number of CORs and $ amount of CORs aging from each contract on the project.

2024 1.29 Weekly Updates

Enhancements ✨

  • Receive Push Notifications on devices running Android 13.
  • Find all Sent T&M Tags submitted within a specific time period using the ‘Date Submitted’ filter.
  • Receive warnings prior to leaving the ‘Create a Change Order Request’ form with unsaved changes.

Bugs 🐛

  • Fixed mobile T&M Tag previews on Android.

2024 1.22 Weekly Updates

Enhancements ✨

  • Added ‘Aging Report’ to Contractor Insights
    • View a list of all contracts on a project and compare their days aging.
    • Export this list to an Excel spreadsheet.

2024 1.15 Weekly Updates

Enhancements ✨

  • Find all CORs submitted within a specific time period using the new ‘Date Submitted’ filter.
  • Updated our HCSS Integration:
    • Map HCSS business units to Clearstory offices.
    • Select which ‘Non-Work Hour Codes’ and ‘Cost Adjustments’ should be included on T&M Tags.

Bugs 🐛

  • Improved loading speed when accepting a project invite.
  • Resolved issue with HCSS timecards not syncing properly in Clearstory.

2024 1.8 Weekly Updates

Enhancements ✨

  • Launched Contractor Insights Overview tab inside of a project that includes
    • COR Status Summary Table
    • Contract Summary Table
    • Status Summary by Contract Table
    • COR Status Summary by Contract
    • T&M Tag Status Summary
    • T&M Tag Labor Hours Summary
  • Launched Contractor Insights Contract and Status Summary tab inside of a project that includes a list of all Contracts organized by contract summary and a list of all contracts organized by COR Status. Both lists are exportable to Excel.
  • Added pay class codes to T&M Tags generated from HCSS Time Cards.
  • Added Contract Item to dataset that is pushed from Clearstory COR to Vista PCO.

Bugs 🐛

  • Resolved issue with revising Change Order Requests from 'Create a Revision with Template'.
  • Resolved issue with percentage formatting when pushing COR data into Procore Change Event.

 1.1 Weekly Updates

Bugs 🐛

  • PDF Annotations and Comments not persisting from behind firewall.
  • Resolved issue where the 'Link to COR' modal for Change Notifications was not displaying more than 300 CORs.
  • Resolved issue when searching with special characters in labor, material, equipment and other search.