With the most recent release of Infralink/IMMS (v.3.5.25), we are happy to offer the following new features and functionality.
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Cases by Category and Status Chart for Saved Views
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The InfraLink Summary Dashboard offers a variety of configurable charts to keep critical operational data and analysis in front of Users. The Cases by Category and Status chart has always allowed Users to determine the Case records summarized by defining the creation timeframe, status, category and/or priority. Configuration options for this dashboard chart now allow Users to select a Case Saved View to define the records included within the summary. The Summary Dashboard can now provide a prominent visual representation of Users' most accessed Saved Views.
What You Will See in the User Interface:
- The configuration window for the Cases by Category and Status Chart now includes a Saved View section.
- Users can select from the available Saved Views to refine the Case records summarized within the Cases by Category and Status chart.
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New Permissions: Contract Service Terms
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InfraLink may support customers, contractors, subcontractors and other stakeholders, who access the application for different purposes. InfraLink controls the tools and information available to each User through role-based access control (RBAC), wherein each User role is assigned a unique set of permissions. Newly released permissions restrict Users’ visibility into Contract Service Terms, such as billable labor rates. Users without Contract Service Terms permissions will not see values or calculations associated with those restricted Contract Service Terms within details panels or grid view columns.
What You Will See in the User Interface:
- Upon accessing the New Role or Edit Role form from the User Roles grid view, available Permissions for both Global and Contract Roles now include Contract Service Terms.
- The Permissions tree grid presents: Contracts → Service Terms → Create, Read and Update.
- Mobile App Users must have the Service Terms/Costs Read permission for the application to present a warning when a Case’s not-to-exceed (NTE) amount is exceeded.
- Where the web and mobile applications display Labor Categories, only authorized Users will see the rates associated with each.
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Billable Labor Widget within Case Details
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The Case Details panel now offers a Billable Labor summary, similar to the existing Materials Usage and Miscellaneous Expenses widgets. Users can quickly and conveniently review all costs associated with Case work, and the cost summaries can easily be compared against the Case NTE amount positioned atop the Details panel.
What You Will See in the User Interface:
- When Billable Labor Tracking is enabled on a Contract, a Billable Labor widget is positioned near the bottom of the Case Details panel, providing a summary of all billable labor hours charged against the Case.
- The Billable Labor summary displays the total hours billed per Labor Category, as well as the total number of hours logged against the Case.
- To the right of the Billable Labor widget title, a number in parenthesis indicates the number of Billable Labor entries logged against that Case record.
Note: Information displayed within the Billable Labor widget is subject to the new Service Terms/Costs Permissions. Users without the necessary Read permissions will see Billable Labor entries but not the associated costs, which rely on Contract Service Terms.
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Please note, cost tracking widgets and values are displayed only if Billable Labor Tracking, Material Usage Tracking and/or Miscellaneous Expense Tracking are enabled at the Contract level.
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Suspension History Widget within Case Details
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Depending on its assigned workflow, a single Case may be placed in a suspended status numerous times between its creation and completion. A new Suspension History widget, within the Case Details panel, allows project compliance teams to quickly assess the amount of time a Case has remained in Suspended status(es).
Gliffy Diagram displayName Suspension History Widget - Case Details name Suspension History Widget - Case Details pagePin 2
What You Will See in the User Interface:
- For only those Case records which have been placed in a Suspended status, the Case Details panel now includes a "Suspension History" section, which summarizes the Case’s suspension history.
- The Suspension History displays a table which details the following for each Case suspension:
- Status - displays the applicable "Suspended" status
- Start - displays the date and time the Case was transitioned into the applicable "Suspended" status
- End - displays the date and time the Case was transitioned out of the applicable "Suspended" status
- Calendar Duration - displays the total time (in days, hours, and minutes) that the Case resided in a "Suspended" status
- Business Duration - displays the number of business hours that the Case resided in "Suspended" status
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Suspension time is calculated for only those statuses assigned the following business logic: Is a “Suspended” status. Business Duration calculations are determined by the Work Calendar settings for the associated Contract. |
NTE Filter in the All Cases View
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InfraLink allows Users to track a not-to-exceed (NTE) amount per Case. A new NTE filter, accessible from the All Cases view, allows Users to quickly filter Case records based on the NTE amount.
What You Will See in the User Interface:
- When the NTE column is displayed within the All Cases view, the NTE filter will be positioned near the bottom of the Filters panel.
- The NTE filter allows Users to specify a "Greater than..." and/or "Less than..." amount, to filter Cases above, below or within a certain range.
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New Contracts Filter: Unresolved Work
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Especially beneficial for users that manage a large number of Contracts, the Unresolved Work filter offers a way to quickly determine which Contracts are associated with pending work and which have no pending work. The system will filter Contracts according to the statuses of its Cases, Work Tickets, and Invoices.
What You Will See in the User Interface:
- The Contracts grid view will display a new filter titled "Unresolved Work" with three options: Pending Work Only, No Pending Work, and Ignore Pending Work.
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- Pending Work Only - displays Contracts with at least one Case, Work Ticket, or Invoice in a non-terminal status (e.g., Open, In Progress, Acknowledged, To Be Billed, etc.)
- No Pending Work - displays Contracts with all Case, Work Ticket, and Invoice records in terminal statuses (e.g., Closed, Cancelled, Paid, etc.)
- Ignore Pending Work - default setting; displays all Contracts regardless of the associated Case, Work Ticket and/or Invoice statuses