Expesite continually makes updates to the system based on client feedback and changes in needs within the industries.

Release 7.7 New Features:

Tasking Enhancements
  • Free Text Task Subjects- RFI, RFP, Approval and Submittal tasks can be configured to use a free text area in place of the current drop down list.

  • Enhanced Task Notifications

    • Notifications included in task history
    • View list of users notified on a task change
Cost Tracking Enhancements
  • Full Contract Access – allow full access to information on the corresponding contract when commenting on a change or invoice.

  • Enhanced Budget History – track separate budget notes for individual line items in each version of the budget. Ability to choose specific budget version notes to display on the Budget Version Comparison report.

  • Modified Bid Awarding Process – allow individual line items to be awarded at various times throughout the bidding process.

Reporting Enhancements
  • Milestone Reports – include budget information in the Excel export.

  • Portfolio Summarizer & Milestone Count Reports – view report data as a 3-D bar graph or pie chart.

Automation Engine Enhancements
  • Enhancements to Expesite’s automation engine

    • Automated updates to project information and milestones using Expesite API will now trigger the Auto Calculation tool.
  • Additions to the library of standard calculations:

    • Insert the store number or project number into the project name.
    • Adjust project stoplight status based on custom project information values and milestone dates.
    • Notify select groups or individuals on certain changes to project information or milestones.
    • Calculate the average of specified numeric fields for custom project information.
    Click here to see a list of our previous releases.