ATS is committed to continually improving Project Tracker by resolving bugs and often implementing new features with each release. You'll find our latest release notes below.
April 26, 2022 What's New See Your Most Important Information First Quote titles are now shown on the Project Details Page by hovering your mouse cursor over the quote number. Quote status is displayed and can be updated from the Project Detail page. Tasks, Notes and Attachments have been moved…
March 21, 2022 What's New Quote Your Projects 10x Faster With the major performance improvement you will see project tracker run up to 10X faster on larger quotes consisting of over 200 products. Sections of quotes are loaded in batches to allow users to load and edit quotes more efficiently…
November 1, 2021 What's New Downloading Quote Reports On Project Tracker’s new report feature, you can now generate reports on demand for all the quotes your company has created. The quote reports highlight information such as quote name, bid name, reps, and location. The report downloads as an excel file.…
October 6, 2021 What's Fixed Quote Section Notes Previously in creating quotes on Project Tracker, you were not able to edit the section notes with the click of a mouse. Now, we have resolved the issue where you can click anywhere to make the edits you require. Specification Filter on…
August 31, 2021 What's New Have ATS import and assign you leads On Project Tracker, work with your Account Manager to identify what is a good "In design" or "In bidding" lead and then have the ATS Team auto assign the appropriate salesperson. Your sales team can then see their…
July 7, 2021 What's New Build and Report your Sales Pipeline ATS Project Tracker now gives you the flexibility to set up and track your sales pipeline based on the types of products or brands you quoted. Any project you quote can be automatically added to your pipeline. Set Up…
June 9, 2021 What's New Maintain your quote export versatility with ATS Project Tracker On Project Tracker, you can now download your project quotes as PDF or Excel file, allowing you to have more options and versatility. All the quotation information will be maintained in either file type that is…
April 6, 2021 What's New Product Configurator With the Product Configurator, users now have increased customization in a variety of ways. You can save time in using your existing templates to create your own preferred product configurators, rather than creating a new one from scratch.. Progress Tracking If you are…
May 27, 2021 What's New Bid Award Feature In this NEW feature, you can now record and track the award status of projects and value them on general or mechanical contractors. What's Improved User Experience On Project Tracker, you can now see more files and attachments on a single page…
February 11, 2021 What's New Customized Search Filters Users now have the ability to save customizable project searches to improve project tracking and managing for future reference and searches. Customer / Sales Rep Filters added to Dashboard Visualization Charts On your dashboard, we have added even more customization on the…
January 21st, 2021 What's New At the beginning of every new year, it is important to stay focused and reporting is a great way to get there. Your ATS Project Tracker dashboard now has charts to customize and visualize your quotation activity. Update your dashboard for different reporting purposes based…
December 9th, 2020 What's New Specification to Quote feature allows users to convert a specification to a quoteIntermediate page between spec to quote allows users to search and link productsLink products feature increases spec to quote efficiencySort by manufacturer feature allows user to organize their quote sections What's Improved File…
November 26th, 2020 What's New Default terms & conditions on the quotation moduleUsers will be redirected to the login page when their login token is expiredYou are now able to customize the quote number of your project
November 5th, 2020 What's New Specifications in projects created on ATS spec tool and white label spec tools are visible on project tracker for manufacturer, rep agency and wholesalers with permissions What's Improved User is now able to update the quote status of a locked quoteHover effect on project tracker…
October 16th, 2020 What's New New specification list and detail page for users to view specifications created on ATS + white label spec tool on project trackerNew specification detail page include products, drawing and project informationNew specification list page includes columns and filter to include project name, firm creator, created…
September 16th, 2020 What's Improved Allow user to search quote products with special charactersUpdate quote tender date and expiry date when a quote is created from a project - Icon and text color improvement to improve consistency of the user interfaceLogin-in as search feature will allow for user search with…
August 11th, 2020 What's Improved User interface improvement on the shop drawing configuration page to streamline sections being printedValidations added to valuation fields on project creation pageQuote column text are wrapped to allow long content on the quote detail page to be displayedTool tip was added to the manufacturer and…
August 11th, 2020 What's New NEW - Feature : New workflow was introduced in the cross reference tool within the quotation module to improve user experience and usability NEW - Feature : File updated dates are displayed on the attachment section of project detail page to notify the user the date that…
July 8th, 2020 What's Improved Update forget password page to better direct user to checking emails after password reset What's Fixed Resolve an issue where new quotes created using the + speed dial button from project detail page are not linked to the projectResolved an issue where country was not…
July 28th, 2020 What's New NEW - Feature : New quote edit page was introduced to improve user experience and speed on large quotes with over 200 productsNEW - Feature : Speed improvement of over 40 times were seen on the quote editing page on large quotes with actions such as adding/removing…
June 24th, 2020 What's Improved Improved product displaying algorithm for cross reference tool to display only relevant product recommendations to the user on project trackerBETA Banner removed from application logoImprovement to prevent users from deleting head office from user managementMinor UI change on updating locked quote message, user management and…
June 3rd, 2020 What's New NEW - Feature : Allow user to print quote Dynamic quote logo position What's Improved Updated default file/attachment upload option in project to privateUpdate quote deletion user flow to direct user to the previous quote revision or to the quote list page if there are no…
May 20th, 2020 What's New NEW - Feature : Improved search capability to show more results on product management tool for products and packages What's Improved Updated done by field with quote duplication, revision and requote to improve reportingAdded quote deletion confirmation from the revision list to prevent users from deleting…
May 5th, 2020 What's New NEW - Feature : New region filter on tracked project widget on dashboard to allow users to filter projects by regions set for their officeNEW - Feature : Regions are migrated for DMA. Region migrations with BETA clients are being panned.NEW - Feature : New region filter on…
September 30, 2019 What's new? NEW - Feature : The delete confirmation has been added to the removal of the contact to prevent the user from accidentally deleting his contacts. What's improved? We've improved the contact search feature to allow user to search for contacts by email, organization name and first/last…
April 21st, 2020 What's Improved Optimized user flow between quotation and project tracking modulesImproved user experience while editing product, section, terms and conditions notes Quote duplication, revision and requotes will include architect and engineer contact information from the original quotePrinting of price columns set in quote template will have two decimals…
August 12, 2019 What's new? NEW - Feature : Users are now allowed to search for contacts by organization.NEW - Feature : The product description is now displayed when searching for products in the quote module.NEW - Feature : Users are now allowed to give permission on the quote list (only quotes from…
August 22, 2019 What's new? NEW - Feature : Users are now allowed to self serve modules to create a new product and packages.NEW - Feature : Users are now allowed to search by Quote number & name on the quote list page.NEW - Feature : Users are now allowed to search by…
October 22, 2019 What's new? NEW - Integration : Users are now allowed to integrate Project Tracker with Hubspot.NEW - Feature : Users are now allowed to filter tasks on their dashboard through a task widget (filters include status, requester, assignee, due date).NEW - Feature: Users are now allowed to filter quotes on…
November 13, 2019 What's improved? Users are allowed to filter projects on the project list by building type, bid date, project phase and others.Users are now allowed to use arrow key to view product list after product search during quote building.Users are now allowed to set visibility of contacts on…
November 27, 2019 What's new? NEW - Customer Support : We integrated a Live chat feature for customer support. What's improved? Users are now allowed to view and search through a list of products and packages.Users are now allowed to make edits to existing products and packages in terms of product…
December 10, 2019 What's new? NEW - Feature : We integrated a "Shop Drawing" featureAllow users to upload specification sheets to products within a quote in order to generate and download shop drawing submittalsA history feature was included to allow users to view previously downloaded shop drawingsNEW - Feature : We integrated…
January 15th, 2020 What's New NEW- Feature: All products will be displayed when a customer without any brands is selected (rep agency) What's Improved Global search on the dashboard has been removed to avoid confusion to usersHide download list on the dashboard widget until the feature is ready for releaseProducts without…
February 18th, 2020 What's New NEW - Feature: Quote print will now be created in PDF format instead of docxNEW - Feature: Split quote print format will be created in PDF format instead of docx What's Improved Subtasks within task will be orderedAllow user to add and edit city, province, country and…
March 3rd, 2020 What's New NEW - Feature: Allow user to view, edit and delete region pricing when regions pricing are set on specific products What's Improved Major improvement made to the look and feel of the quote PDF which includes and not limited to firm, customer address, shipping address and…
March 17th, 2020 What's New NEW - Feature: Default print configuration per template for quote download NEW - Feature: User profile page to allow user to change user profile and passwordsNEW - Feature: Team management page to allow user to create, edit and delete office details and usersNEW - Feature: Cross Reference Tool What's Improved…
March 31st, 2020 What's New NEW - Feature:Export / Download list of tracked projects and tasks (500 projects limit) NEW - Feature:Engineer / Architects are added to quotes and quote print What's Improved Training section added to the side menu of the application Include both Label and Item # as the first…
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