NEW FEATURES ADDED FOR VERSION 2.80 - Released 2/1/01

IMPORTANT!!! There have been minor changes to the structure of a number of databases in this upgrade. You can download (save on your hard drive) the required upgrade file. However, you must contact us prior to installing this upgrade so that we can walk you through a ten minute set of procedures. Please call our technical support number (1-908-670-6839). Also, please have all users logged off of ArchAdministrator and the "Password for Databases" removed prior to calling.

Accounting
1. A minor bug in the "Check Printing Alignment" saving procedure has been fixed. Prior to this upgrade, the bug would surface when the (Approach Version 9.5 only) user attempted to save adjustments to the printing alignment for checks.

2. "[Click Here]" text has been added to the "Transaction Record - Account Receipt" view. The user can now click on this text to toggle between; the "Received From" field's drop-down list based on the names of clients with outstanding invoices in the Billing Invoice module or the drop-down list being based on previously entered data. Please note that the drop-down list will default to the names of clients with outstanding invoices each time the Accounting Module is opened.

3. The user can now view and print an hard copy of the complete payment category list and is no longer limited to the first 15 items appearing in the category list.

Billing Invoices
1. A new field has been added to each Invoice Line Item called "Portion Allocated For Consultants". This field is used to store a dollar amount representing the portion of the "Fee for Item/Phase" which you would like to allocate toward payment to consultants. Currently, Upgrade 2.80 summarizes this data in the Project Management module (see below) to compare allocated amounts against actual fees paid to consultants. Future upgrades will utilize consultant allocations to determine detailed cash flow projects in the Accounting module.

The default value for this field is based on the "Fee for Item/Phase"; the consultant allowances stipulated in the Proposal/Contract; and is calculated using the following formula:

("Fee for Item/Phase" / "Proposed Phase Fee") x "Total Consultant Allowance for Phase"

Please Note: A portion of the fee cannot be allocated to consultants for the following phases: "Administration", "Supplemental Services", "Additional Services" and "Reimbursable Expenses".

2. The "Supplemental Services Worksheet" has been revised to display the correct proposed fee for each Supplemental Service listed in the Proposal/Contract module. Also, the user can now view a complete list of all Supplemental Services appearing in the worksheet (20 line items max.) that can be printed and attached to the invoice being sent to the client.

Correspondence
1. A minor bug has been fixed that would surface when the user would attempt to send an email correspondence without first committing the record into the database (by pressing the Enter key). Prior to this fix the user would receive a "Data Missing" error message. ArchAdministrator will now automatically commit the record when the "Send Email" button is selected.

2. The user can now select a "Professional" or "Traditional" style for printed Fax Cover Pages, Memos, and Emails. The "Traditional" style looks exactly the same as it always has. The "Professional" style removes the boxes that appear around each data field and provides a cleaner look. The user can change the default style of correspondence by choosing "Select Correspondence Style" from the "Tools" menu appearing above the "Correspondence Menu" view.

3. The repeating panel appearing in the "Associated Contacts" view (and displaying 10 contacts at one time) has been enlarged to display 15 contacts at one time. Also, the user will no longer be automatically returned to the top of the list when selecting contacts that appear below the 15th line. Thus requiring less scrolling when selecting associated contacts that appear below the 15th line.

4. A minor bug has been fixed that would truncate "Copy To" text (generated from selected associated contacts) to 254 characters. The program will now paste (up to 500 characters) when creating "Copy To" data based on associated contacts selected in the "Associated Contacts" list.

5. Excessive blank space between Addressee, Project Reference, Body Text, and Closing Text has been removed from the "Letter" type of correspondence.

Clients and Contacts
1. A "Salutation" field has been added to the Contact Info view that allows the user to enter a salutation name that differs from the name appearing in the "First Name" field. The salutation for all correspondence will default to the data appearing in the "Salutation" field for the contact record selected as the addressee. The default data for this field will be the contact's first name. The user can revise the default data provided and can enter any name (up to 18 characters long). Please note that a user defined Salutation name will be revised to match the First Name if the First Name field is revised by the user.

2. The size of data fields for "Internet Address" and "Email Address" have been increased from 30 to 40 characters. Thus allowing the user to enter longer internet names and email addresses into these fields.

3. The "Dial" button and auto-dialing feature has been discontinued and removed from the "Contact Info" view and ArchAdministrator (due to lack of use). In it's place, "Mobile Phone" and "Pager" telephone data fields have been provided.

4. The way ArchAdministrator handles telephone numbers has been completely revised. The program will no longer automatically provide the user with telephone formatting when entering telephone numbers into the database (i.e. Parenthesis "(", Hyphens "-", etc.). The user must type these characters when entering telephone numbers. This will slow the data entry process a bit. However, this change will not only allow users to enter international phone numbers that have numbering formats that do not match the United States; but it will also allow phone numbers to be imported and exported (from/to various other programs) without having to add or remove the telephone formatting characters. Telephone data will be imported/exported exactly as it has been entered by the user.

5. The body text for a printed "Conversation Log" has been enlarged to display/print an additional seven lines of text. This upgrade allows the user to enter additional lines that will appear when printing a hard copy of the conversation notes.

Project Scheduler
1. The user can now duplicate an existing project schedule when creating a schedule for a new project. The program will duplicate all tasks, task dependency links and task priority levels. This powerful feature will allow the user to quickly set up all tasks for a new project and base the task lists on a project with a similar phase schedule. The list of available projects to duplicate will be limited to those projects having a "Schedule of Phases" title that match the new project schedule being created. Please note, that once duplicated, the user must still enter task start and end dates, employee involvement and budget hours for each involved employee.

Project Management
1. A summary table has been added to the "Consultant Fees" view that summarizes the total amount of invoiced fees allocated to consultants for each phase of the project in the Billing Invoice module. (see Billing Invoices above for additional info on "Allocating").

2. A summary table has been added to the "Additional Services & Reimbursables" view that itemizes Supplemental Services that have been previously billed for.

Proposals/Contracts
1. Excessive blank space between Addressee, Project Reference, Body Text, and Closing Text has been removed from the Auto Cover Letter and Follow-Up Letter.

Time Sheet Weekly Logs
1. The "Phase" and "Task" fields will now expand to twice their original width (when entering data into these fields) on the "Weekly Time Sheet" and "Time Sheet Detail" views. This will allow the user to view a greater number of characters when selecting Phase and Task titles from their respective drop-down lists.

2. The user can now effectively tab through time sheet fields when entering data into the "Weekly Time Sheet" or "Time Sheet Detail" views.

3. The Task description will now be automatically deleted when the user revises the Phase for a previously entered daily time sheet entry. This feature will eliminate the possibility of a user recording a Task that is not associated with the newly selected Phase.

4. A message will now appear if the user attempts to select "Reimbursable Expenses" as a Phase when logging in time for a project. This feature will eliminate the possibility of employees logging time for this program generated default phase.

5. A bug has been fixed that corrects the list of options in drop-down list for Phase and Task data entry fields when the Time Sheet module is set to create drop-down lists based on user defined Tasks delineated in the Project Scheduler module.

6. The user can now enter custom tasks for "0. Administration" and "9. Additional Services" phases when the Time Sheet module is set to create drop-down lists based on user defined Tasks listed in the Project Scheduler module. Prior to this upgrade, the user was not able to enter Tasks for these Phases.

7. A header has been added to all additional pages of a printed weekly time sheet. The "Employee ID", "Employee Name", "Week Ending Date" and days of the week have been incorporated into the header that will now print at the top of each additional printed page.

Time Sheet Summaries
1. Reports that summarize employee "Hourly Cost" wages for projects will continue to be based on the employee's "Current Hour Cost" stipulated in the Employee Info module (as it was prior to Upgrade 2.79). Reports have been added that summarize employee "Actual Wages+OverHd + Profit" for projects (with an associated Proposal/Contract) and will be based on the following calculation:

"Actual Hourly Wage" + ("Actual Hourly Wage" x ("Overhead" + "Profit" percentages stipulated in the Proposal/Contract))

This calculation method will provide employee Actual Expense values that are consistent with the "Project Summary" data displayed in the Project Management module. PLEASE NOTE: Reports that summarize employee "Hourly Cost" wages will continue to be based on the employee's "Current Hour Cost" stipulated in the Employee Info module.

Transmittals/Repros
1. A "Pick-Up" checkbox has been added to the "Transmittal Info" and "Actual Transmittal" views that allows the user to select a "Pick-Up" type of Delivery method. Please note that the delivery method for a transmittal can only be set to "1st Class Mail", "Express Mail" and either "By Messenger" or "Pick-Up".

Various Modules
1. Various revisions to remove minor bugs and improve user interface.