In today’s topic, we’ll focus on some exciting new features and improvements:
Brand-new dashboards powered by the AG Grid platform, including Work Orders, Material Transfers, and Material Adjustments — all crafted to help you work more efficiently and gain deeper insights.
Introduction of new reference data like BP Categories.
Significant enhancements across P&L, Inventory components, and much more.
Let’s dive in and take a closer look at everything we’ve released!
A New Day View for Dispatch Calendar
We’ve given the Day view in the Dispatch Calendar a fresh new look to make managing your dispatch crew even easier!
Use the Day view to:
Schedule dispatches and edit them effortlessly with drag-and-drop.
Monitor crew punctuality and performance at a glance.
Set expected arrival and departure times for smoother planning.
Track both scheduled times and real-time crew presence at each site.
Previously, Work Order (WO) Categories were used both for grouping Build Plans and Work Orders. Now, we’ve separated them into two distinct references for better clarity and organization:
BP Categories (new) are specifically for grouping Build Plans by shared characteristics—like Tiger Team, 5G Upgrade, Colocation, or Repairs. This helps streamline reporting, analysis, and financial breakdowns (such as P&L statements).
Work Order Categories continue to group and manage different types of work within Build Plans.
Set a default category based on Work Order Type, saving time on manual categorization.
To preserve your historical data, all existing WO Categories were copied into the new BP Categories.
To learn more about how to create a BP/WO category or set a default, read the article here.
Goodbye Old Status and welcome Beta!
We’re saying goodbye to our beloved Status and Daily dashboards—but don’t worry! The Status dashboard is now replaced by the familiar AG Grid Status dashboard, also known as Beta. Meanwhile, the Daily dashboard has moved and is now available as a tab within the Build Plans card.
The AG Grid dashboard makes working with large datasets easier than ever, offering powerful features like data filtering, sorting, customization, chart building, and much more.
To better reflect its purpose, we’ve renamed Beta to Build Plans. To learn more about the features of the Build Plans dashboard, check out our article here.
We’re also excited to introduce a brand-new Work Orders dashboard, built on the AG Grid platform. This dashboard helps you efficiently manage, monitor, and analyze every aspect of your Work Orders, focusing on tracking, prioritization, and workflow stages. Here are some key features you’ll love:
Scheduling Work Orders
Tracking progress by stage
Putting Work Orders on hold, completing, or closing them
Viewing labor and financial data
Opening the newly designed Work Order card
The Work Order card is now available directly in the web portal. You can explore each Work Order in detail to see field comments, the scheduling calendar, associated checklists, employee certificates, and more.
On the General tab, you can make important updates such as:
Assigning or updating the category
Adding or editing the description
Adjusting flags like PW, Important, and Requires Completion
Placing the Work Order on hold or resuming it
Completing and closing the Work Order
Navigate through the other tabs to access:
Work Order Documents
Calendar
Close-out interface
Work Order Checklists
Crew Certificates
Field Comments
Work Order change history
This comprehensive view ensures you have all the tools you need to manage your Work Orders smoothly and effectively.
P&L Dashboard Update: Flexible Revenue and Margin Calculations
We’ve added a new setting, "EnableWIPtoInformTotalRevenue" (true/false), that lets you choose how Total Revenue is calculated in the P&L dashboard. When enabled, Total Revenue equals Total Billings plus Work In Progress (WIP), giving you a more comprehensive view of your revenue.
Profit margins are also flexible: when WIP is included in Total Revenue, the system does not calculate the WIP Adjusted Profit Margin. Instead, it uses the Profit Margin with Overhead Allowance in the Build Plans breakdown, which subtracts Overhead Allowance from the Direct cost Profit Margin.
Additionally, the Over/Under Spend and Over/Under Billed values appear in the Statement tab’s WIP section based on your configuration settings, allowing you to tailor reporting to your needs.
This flexible setup means you can configure the dashboard to reflect your preferred financial analysis approach.
Learn more about calculations in the P&L dashboard in this article.
If you have any questions about which configuration is best for you, feel free to reach out to the Implementation team.
New Material Transfers and Adjustments Dashboards on the Web Portal
Our brand-new Transfers and Adjustments dashboards, powered by AG Grid, are now available!
Using the intuitive Transfers dashboard, creating material transfer transactions is quick and simple:
Select the from and to warehouses.
Choose the materials or material items (with unique serial numbers) to transfer.
Enter the quantity and click Send.
On the receiving end, the warehouse manager records the quantity received to complete the transaction.
The stock adjustment process has also been streamlined. With the new Adjustments dashboard, you can easily correct inventory quantities whenever the original count was off:
From the Inventory group of dashboards, open the Adjustments dashboard.
Select the warehouse where you want to adjust stock levels.
Add the materials, enter the quantity, and complete the adjustment.
To keep an eye on your material balances, check out the Inventory Balance dashboard. It shows real-time stock levels, ordered quantities, and warehouse-specific inventory status—all in one convenient place—making inventory management simple and efficient.
The Material Card now includes a new field called "ERP #." This 50-character identifier helps you link materials directly to your customers' ERP systems.
New Fields on the Site Card
New fields have been added to the web Site card:
Tower Owner (previously called MLA Company)
Tower Owner ID (previously MLA ID)
FA ID
More Dispatch Details in the Mobile App
We’ve also enhanced the Dispatch Info screen in the mobile app by adding new fields for better clarity: Customer Name, Build Plan (BP) Name, Site Latitude and Longitude.
Invoice Category Update: New Approval Roles
The VIM Invoice Category now offers a new approval workflow option: you can assign Build Plan Roles (e.g., Project Manager) as either first-level or second-level approvers. Employees holding these roles within a Build Plan will automatically be added as approvers for all invoices in that category.
Close Out Dashboard: Attach a Document
The New Document button is now available in the Close Out dashboard, allowing field crews to attach documents to Build Plans or Work Orders. This feature is available for both CLPM Reviewers and Submitters. To use it, open the Close Out dashboard in a desktop or mobile browser, go to the Documents tab, and select a Build Plan. The New Document button will then be displayed.
Thanks for stopping by — catch you in the next edition!
In today’s topic, we’ll focus on some exciting new features and improvements:
Brand-new dashboards powered by the AG Grid platform, including Work Orders, Material Transfers, and Material Adjustments — all crafted to help you work more efficiently and gain deeper insights.
Introduction of new reference data like BP Categories.
Significant enhancements across P&L, Inventory components, and much more.
Let’s dive in and take a closer look at everything we’ve released!
A New Day View for Dispatch Calendar
We’ve given the Day view in the Dispatch Calendar a fresh new look to make managing your dispatch crew even easier!
Use the Day view to:
Schedule dispatches and edit them effortlessly with drag-and-drop.
Monitor crew punctuality and performance at a glance.
Set expected arrival and departure times for smoother planning.
Track both scheduled times and real-time crew presence at each site.
Read the full article here!
BP Categories & Improved Work Order Categories
Previously, Work Order (WO) Categories were used both for grouping Build Plans and Work Orders. Now, we’ve separated them into two distinct references for better clarity and organization:
BP Categories (new) are specifically for grouping Build Plans by shared characteristics—like Tiger Team, 5G Upgrade, Colocation, or Repairs. This helps streamline reporting, analysis, and financial breakdowns (such as P&L statements).
Work Order Categories continue to group and manage different types of work within Build Plans.
Set a default category based on Work Order Type, saving time on manual categorization.
To preserve your historical data, all existing WO Categories were copied into the new BP Categories.
To learn more about how to create a BP/WO category or set a default, read the article here.
Goodbye Old Status and welcome Beta!
We’re saying goodbye to our beloved Status and Daily dashboards—but don’t worry! The Status dashboard is now replaced by the familiar AG Grid Status dashboard, also known as Beta. Meanwhile, the Daily dashboard has moved and is now available as a tab within the Build Plans card.
The AG Grid dashboard makes working with large datasets easier than ever, offering powerful features like data filtering, sorting, customization, chart building, and much more.
To better reflect its purpose, we’ve renamed Beta to Build Plans. To learn more about the features of the Build Plans dashboard, check out our article here.
We’re also excited to introduce a brand-new Work Orders dashboard, built on the AG Grid platform. This dashboard helps you efficiently manage, monitor, and analyze every aspect of your Work Orders, focusing on tracking, prioritization, and workflow stages. Here are some key features you’ll love:
Scheduling Work Orders
Tracking progress by stage
Putting Work Orders on hold, completing, or closing them
Viewing labor and financial data
Opening the newly designed Work Order card
The Work Order card is now available directly in the web portal. You can explore each Work Order in detail to see field comments, the scheduling calendar, associated checklists, employee certificates, and more.
On the General tab, you can make important updates such as:
Assigning or updating the category
Adding or editing the description
Adjusting flags like PW, Important, and Requires Completion
Placing the Work Order on hold or resuming it
Completing and closing the Work Order
Navigate through the other tabs to access:
Work Order Documents
Close-out interface
Work Order Checklists
Crew Certificates
Field Comments
Work Order change history
This comprehensive view ensures you have all the tools you need to manage your Work Orders smoothly and effectively.
P&L Dashboard Update: Flexible Revenue and Margin Calculations
We’ve added a new setting, "EnableWIPtoInformTotalRevenue" (true/false), that lets you choose how Total Revenue is calculated in the P&L dashboard. When enabled, Total Revenue equals Total Billings plus Work In Progress (WIP), giving you a more comprehensive view of your revenue.
Profit margins are also flexible: when WIP is included in Total Revenue, the system does not calculate the WIP Adjusted Profit Margin. Instead, it uses the Profit Margin with Overhead Allowance in the Build Plans breakdown, which subtracts Overhead Allowance from the Direct cost Profit Margin.
Additionally, the Over/Under Spend and Over/Under Billed values appear in the Statement tab’s WIP section based on your configuration settings, allowing you to tailor reporting to your needs.
This flexible setup means you can configure the dashboard to reflect your preferred financial analysis approach.
Learn more about calculations in the P&L dashboard in this article.
If you have any questions about which configuration is best for you, feel free to reach out to the Implementation team.
New Material Transfers and Adjustments Dashboards on the Web Portal
Our brand-new Transfers and Adjustments dashboards, powered by AG Grid, are now available!
Using the intuitive Transfers dashboard, creating material transfer transactions is quick and simple:
Select the from and to warehouses.
Choose the materials or material items (with unique serial numbers) to transfer.
Enter the quantity and click Send.
On the receiving end, the warehouse manager records the quantity received to complete the transaction.
Read more here.
The stock adjustment process has also been streamlined. With the new Adjustments dashboard, you can easily correct inventory quantities whenever the original count was off:
From the Inventory group of dashboards, open the Adjustments dashboard.
Select the warehouse where you want to adjust stock levels.
Add the materials, enter the quantity, and complete the adjustment.
To keep an eye on your material balances, check out the Inventory Balance dashboard. It shows real-time stock levels, ordered quantities, and warehouse-specific inventory status—all in one convenient place—making inventory management simple and efficient.
Learn more about Material Adjustments here.
Other Changes
Inventory Management Update: New ERP # Field
The Material Card now includes a new field called "ERP #." This 50-character identifier helps you link materials directly to your customers' ERP systems.
New Fields on the Site Card
New fields have been added to the web Site card:
Tower Owner (previously called MLA Company)
Tower Owner ID (previously MLA ID)
FA ID
More Dispatch Details in the Mobile App
We’ve also enhanced the Dispatch Info screen in the mobile app by adding new fields for better clarity: Customer Name, Build Plan (BP) Name, Site Latitude and Longitude.
Invoice Category Update: New Approval Roles
The VIM Invoice Category now offers a new approval workflow option: you can assign Build Plan Roles (e.g., Project Manager) as either first-level or second-level approvers. Employees holding these roles within a Build Plan will automatically be added as approvers for all invoices in that category.
Close Out Dashboard: Attach a Document
The New Document button is now available in the Close Out dashboard, allowing field crews to attach documents to Build Plans or Work Orders.
This feature is available for both CLPM Reviewers and Submitters.
To use it, open the Close Out dashboard in a desktop or mobile browser, go to the Documents tab, and select a Build Plan. The New Document button will then be displayed.
Thanks for stopping by — catch you in the next edition!
The Fieldclix Team
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