Software Updates

All Software Tools

Project Options, Copy From and Export to XML

Manage Projects window, Ribbon Menu (Project Data > Projects). The options to create a new project from an existing (New Copy From) and the Export To XML have been enhanced to include additional project related artifacts. The export to XML option is often used to create a backup copy of a project. The XML file can then be used to restore a project or to create a new project using the Ribbon Menu Import From XML option.

All Software Tools

The latest release of BOEMax, MaxTeam, and EVMax includes a set of major enhancements designed to support industries such as construction that estimate, plan, and status using quantities, specifically material take off quantities, required to complete a project. The bill of material (BOM) functionality has been extended to include the ability to identify the required labor trade crafts and labor rate factor associated with a material line item. The material quantity, related labor trade craft, and labor rate factor can be used to determine the related estimate or budget labor hours along with the direct cost for the material. The shared database for all of the products has also been updated to handle time phased BOM quantities.

BOEMax

Global Update
The Global Update (Home > Global Update) options have been enhanced so you can build a set of change actions to apply to selected cost estimate data at the same time. The set of change actions could apply the global updates to:

BOEMax, MaxTeam, MaxBoard

Enterprise Nodal Structure, Resource Role Capacity

Enterprise Nodal Structure window (Home > ENS). 

• A Set Calendar option has been added to the Ribbon Menu. You can now select a global calendar you can use for cross-project resource capacity and demand analysis so you have a common set of calendar periods for all projects. You set this once for the ENS. This global calendar is only used for the ENS resource capacity settings, the project specific calendars are unchanged.
• Edit ENS Node, resource role Capacity tab. When you set a calendar for the ENS, a Capacity by Period column is included in the Capacity tab. You can use this column to set custom resource role capacities for specific accounting periods. For example, the quantity may change to reflect seasonal changes in available personnel. The default is the capacity you set for the role (Capacity column entry).

MaxTeam/EVMax

Using the BOM to Status Material Work Packages
The capabilities in the Resource BOM window has been enhanced so that you can use the window to enter quantities earned to calculate earned value. You can also import or enter the actual quantity and unit price so that you can calculate material price and usage variances.

BOEMax

System Search and Copy
The search function was enhanced so it is easier to find historical estimates and actual costs from other projects to copy into your current proposal project. The search function is now an option in the main Estimate window Ribbon Menu instead of a sub option when adding a new work package. With the enhanced System Search window, you can search on any column as well as apply a filter. The enhanced System Search window columns include the Project, WBS, WBS Description, Work Package (WP), WP Description, Resource, Duration, any user defined codes such as WBS and work package attributes, and control account or work package documents such as the SOW or BOE rationale. When you copy the data, you can also pull in the user defined codes and documents. As before, you can apply a complexity factor as well as select the Calendar set and starting calendar period for the data you are copying into your proposal project. 

All Software Tools

Cost Groups in Totals
You can now control which cost report group is used for the total columns in the main Estimate window (BOEMax Budget column) or the main MaxTeam/EVMax window (Budget, Actual, Earned, and ETC columns).  There is a new option in the Ribbon Menu, Admin tab, labeled “Cost Groups in Totals” that displays a dialog box to set these for the selected project in the applicable software tool.  This also controls the columns shown in the Enterprise Nodal Structure window (Home > ENS).

All Software Tools

Element of Cost Code Structure
You can now modify the content of the shared system level element of cost code structure. A Navigation Menu option has been added (Project Data > Element of Cost) to tailor the default set of cost elements to your business environment. Elements of cost (EOC) or cost elements are the summary categories of cost such as labor, material, and other direct costs. All ProjStream software tools and projects share this system level list of summary EOC categories and optional subcategory detail. You can also use the EOC categories as resource attributes for reporting and other purposes.

BOEMax

Report Options
The BOE Report Wizard functionality was separated from the Reports > User Reports option in the Navigation Menu. It is now a separate, new menu option: Reports > BOE Advanced.

All Software Tools

Global Calendar, Rate, and Resource Structures
Added ability to create related global calendar, rate, and resource structures where the global structures are shared with other projects.  It is no longer necessary to create project specific structures.  At any time, you can disconnect a project from the global structures and create project specific structures in the Manage Projects window, Structures tab (Project Data > Projects).