Accruent Lucernex 25.08 Release Notes

We're delivering this automatic upgrade to UAT (TRAIN) environments on August 29, 2025 and to production environments on September 12, 2025, with these highlights:

• Summary Page API: Get a list of summary pages available for a project.
• Cost Tracking: Select the Cost Tracking Template you want to use for a project when you create it.

• Improvements and issues fixed.

Summary Page API

LUC-15056

You can get a list of summary pages available for a project using HTTP  GET requests to our new PageLayout/summaryPages endpoint if you know the ProjectEntityID of the project. For example:

GET {baseApiPath}/rest/pageLayout/summaryPages/?projectEntityID=YourProjectEntityID&availableForMobile=True

Where {baseApiPath} is your Lucernex URL.

Select Cost Tracking Template at Project Creation

LUC-16437, LUC-15469, LUC-15660, LUC-16601, LUC-16959

When Allow Project Cost Tracking is turned on in your firm, and you have the Administration > Dashboard > Manage Cost Tracking > Apply Template permission, you can now select the cost tracking template you want to use for a project when you create projects using the Project Setup Wizard, Capital Project Setup Wizard, or Capital Program Setup Wizard.

Capital Project Setup Wizard

LUC-15660

1. In a Facility, expand the Actions panel in the rightmost side of the page and click Add Capital Project.

2. Complete the fields and click Next.

3. Complete the Folder Set-up step and click Next.

4. Complete the Copy Documents step and click Next or Skip.

5. Select the Cost Tracking Template you want to use, then click Next.

   25.8_cap_proj_setup_wiz.pngPNG image will display here

   

6. Complete the remaining steps, then click Finish.

Project Setup Wizard

LUC-15469

1. In the Project Summary page, click Add Opening Project in the Actions menu on the rightmost side of the page.

2. If prompted, select the Portfolio you want, ensure Project is selected, and click Next.

3. Complete the fields and click Next.

4. Complete the Folder Set-up step and click Next.

5. Complete the Assign Budget Template step and click Next.

6. Select the Cost Tracking Template you want to use, then click Next.

   25.8_open_proj_setup_wiz.pngPNG image will display here

   

7. Complete the remaining steps, then click Finish.

Program Setup Wizard

LUC-16601

1. In the Program Summary page, click Add Fac. Projects in the Actions menu on the rightmost side of the page.

2. Complete the Organization Chart step and click Next.

3. Complete the Capital Projects folder template step and click Next.

4. Complete the Assign Budget Template step and click Next.

5. Complete the Assign Members step and click Next.

6. Select the schedule template for new capital projects and click Next.

7. Select the Capital Program cost tracking template and click Next.

   25.8_open_prog_setup_wiz.pngPNG image will display here

   

8. Complete the remaining steps, then click Finish.

Project Creation Import Template

LUC-15447

We added CostTrackingTemplate.TemplateNames to the Project Data > Project import spreadsheet template. When you import, if a match is found, that cost tracking template is linked to the project entity.

25.8_open_proj_import.pngPNG image will display here

1. In the System Administrator Dashboard, click Import Data.

2. Click Spreadsheets.

3. In Download Spreadsheet Templates, select Project Data > Project.

4. Click Download.

Improvements and issues fixed

Component	Summary	Reference # / Case
Schedule Field Security	When the Manage Security > Field Security permission under Schedule > Summary Information, Auto Push Forecast End Date? is set to: No Access: The option Auto adjust Forecast dates for current day no longer displays after selecting past, current, and future dates in the Apply Schedule Template dialog. Edit Access: The option Auto adjust Forecast dates for current day displays and is selected by default after you select past dates in the Apply Schedule Template dialog. Auto adjust Forecast dates for current day does not display when you select current and future dates in the Apply Schedule Template dialog.	LUC-14366 01684134 01683712
Reports	When you add a custom list that contains fields such as notes to a report, the values in the custom list now display correctly in the report.	LUC-15667 01706452 01699043
Workflow	When a member is deactivated and that member's workflow steps are reassigned to another member, the member who is assigned the steps can now complete those steps.	LUC-10255 01371536 01361896 01606156
Bidding	When you award a bid, but the budget type has Used For Bidding, Used For Bid Conditioning and Bid Template selected in the Estimated column, a message now displays indicating those options must be cleared before you can award the bid.	LUC-16083 01715083 01715083
Cost Tracking Reports	These cost tracking reports no longer time out and now complete in a timely manner: Lx invoice and change order reports Error Handling - Purchase Orders CO Error Handling - Budget Update Editable Report Error Handling - Change Orders Error Handling - Pay Apps Error Handling - Pay Apps_275238 - Closed WFs Change Orders Processed and Closed	LUC-15764 LUC-15451 LUC-16408 01702853 01697169
API	You now can delete assets using API DELETE calls to Asset if you know the lxID or clientID of the asset. Review our Swagger documentation for more information or try it out: On the System Administrator Dashboard under Data/PS Tools, click RESTful WebService Docs. In Types enter Asset then click Load. Click DELETE next to /businessObject/Asset/lxID/{lxID} or /businessObject/Asset/clientID/{clientID} then click Try it out. In Primary Key, enter an lxID or a clientID then click Execute.	LUC-15283
Facility Records	After you delete a facility, you can now successfully add a facility with the same name as facility you deleted.	LUC-14809 01716428 01716000
Audit Report	If you have Manage Page Dropdowns and Audit Reports permissions, when you change a value to Inactive, the Action column in the Audit Report page now correctly indicates the action taken.	LUC-15741 01676826 01676130