April 20, 9:14am

ProjectsForce 360 • April 20, 2025 Release Notes

We’re excited to announce a host of new features and enhancements designed to give you more flexibility, improve your mobile experience, and streamline your workflows. Read on to learn what’s new—and how to get started.

🚀 Project Details: Fully Customizable Layouts

What’s changing?

• Custom Layout under Visual Enhancements lets Tenant Admins design their own Project Details page.

• Create multiple cards to group fields, name them, and position them above or below tabs.

• Rearrange tabs, hide unwanted fields, resize cards, and mark cards read‑only for specific roles.

• Assign one or more layouts to user roles via the gear icon in User Management.

Getting started:

1. Go to Admin > Visual Enhancements > Custom Layout.

2. Build and save your layouts.

3. In User Management, click the gear icon next to a role and select the layout(s) that role should see.

📱 Mobile App (Android): Technical Upgrade & Dashboard Drag‑and‑Drop

Highlights:

• New Android version with core technical upgrades for faster, more reliable performance.

• Dashboard cards can now be rearranged via drag‑and‑drop—just like on iOS!

Roll‑out plan:

• Optional release on Saturday morning for users with auto‑update enabled.

• Mandatory update by Monday morning for all users.

• You’ll receive an in‑app prompt—please update your app via the Google Play Store.

• If you see a blank screen or cannot log in, uninstall and reinstall the latest version; you’ll be prompted to sign in again.

🔄 Rotation Percentage by Store

Enhancement:

• Define technicians’ rotation percentages not only by work type and category, but now per store.

• When jobs are pulled or created, the system identifies eligible technicians by type, category, and store, then assigns work proportionally.

🤝 Auto Technician Assignment Improvements

1. Job Assignment Coverage

   • New option under Auto Assignment selects technicians based on unique “coverage” tags.

   • Admins must ensure each coverage combination maps to only one user—any duplicates will trigger an alert until resolved.

2. Tech Based on Related PO

   • Check this box to assign installation jobs to the same technician who completed the measurement (and vice versa).

   • Falls back to your selected assignment method if no related PO is found.

🗺️ Map View: Independent Menu & Unified Filters

• Maps is now its own permissioned submenu under Projects—grant access via role permissions.

• The Map menu and the scheduler’s Maps tab now share the same Global Filters, so you set them once and they apply everywhere.

✅ Project Task Indicator & Close‑Task Permission

• New Close Tasks permission lets users mark any task complete, even if they didn’t create or own it.

• Projects with open tasks display an “Open Tasks” indicator in the top bar—once all tasks are closed, the indicator disappears.

🔗 Linking Blinds Jobs as Parent/Child POs

• For jobs from the Blinds.com portal and Home Depot Service Center, the system now automatically links matching projects as parent and child POs (matched by com_order_number and project_number).

• To enable for your tenant, please contact our Support team.

➡️ Automatic Lead Creation for F&I Pro Measurement POs

• All Home Depot Service Center (Pro Sales PO) measure jobs now auto‑generate a Lead under the customer’s Leads tab—just like standard Home Depot leads.

• To enable for your tenant, please contact our Support team.

⏱️ Project Time Management: New Milestone Fields

Under the Time Management tab in Project Details, you’ll now see three static and calculated fields to track scheduling performance:

1. First RTS Date – the first date your order reached Ready to Schedule (never changes).

2. Duration WFP → RTS – days between Waiting for Product and first RTS (static).

3. Duration RTS → Scheduled – days from first RTS to Scheduled, recalculated if you change the scheduled date.

These fields are also available in your widgets for easy monitoring.