Accruent Lucernex 25.10 Release Notes

We're delivering this automatic upgrade to UAT (TRAIN) environments on September 26, 2025 and to production environments on October 10, 2025, with these highlights:

• Bidding: Take over bidding related activities when the user who created a bid package is no longer available.

• API: Return related member data from Contract and Project RESTful API end points, enabling you to track project role ownership where members have multiple roles across projects.

• Retainage: Reduce retainage as expected when there is no value to invoice.

• Improvements and issues fixed.

Bidding

LUC-17226 LUC-17291 LUC-16983

You can now take over bidding related activities for a bid package when the user who created a bid package is no longer available, such as removing losing bidders from the bid package, and reinviting bidders if one of the following is true:

• You are a member of the project and have the same user class as the bid package creator.

• You are a member of the project and you are a bid package assignee because your job title is in the list of bid package assignees.

If you do not meet these criteria, but need to take over bidding activities for a bid package, your System Administrator can add you to the project and do one of the following:

• Edit the bid package template to add your job title.

• Edit your user to add a job title that is listed in the bid package template.

• Assign you to the same user class as the bid package creator.

Project and Contract API

LUC-17077

We updated the Project and Contract RESTful API end points so that they take an ID and produce JavaScript Object Notation (JSON) containing project or contract data and the related member data such as ID, name, user class, job title, and job function.

Use this endpoint if your organization relies on Project and Member assignments to track project role ownership where members have multiple roles across projects, and a default role. Obtain member data from a Project ID or Contract ID without individually linking to the member's project or contract entities. To obtain member data, include an attribute pattern in the REST HTTP request to include columns.

If you have the lxID or ClientID of a project or contract you can obtain member information such as:

• CodeJobFunctionID

• CodeJobTitleIDList

• CodeJobTitleID

• CodeLockOutReasonID

• CodeUserClassID

• EmployerID

• LoginName

Review our Swagger documentation for more information or try it out:

1. On the System Administrator Dashboard under Data/PS Tools, click RESTful WebService Docs.

2. In Types enter Project or Contract then click Load.

3. Click GET next to one of these:

   • /businessObject/Project/lxID/{lxID}

   • /businessObject/Project/clientID/{clientID}

   • /businessObject/Contract/lxID/{lxID}

   • /businessObject/Contract/clientID/{clientID}

4. Click Try it out.

5. In Primary Key, enter an lxID or a clientID.

6. In Deep, select true.

   This gets the child records including LinkMemberProjectEntity.

7. In Includes pattern, enter the attributes to get the values you want:

   1. Enter /**/LinkMemberProjectEntity to include LinkMemberProjectEntity with any project entity type and load only entity data and LinkMemberProjectEntity data.

   2. Add /@{attr()} with the attributes you want. For example:

      /@{attr(name|CodeUserClass|CodeJobTitle|CodeJobFunction|CodeLockOutReason|Employer|LoginName)}

      The complete Includes pattern should look something like this:

      /**/LinkMemberProjectEntity/@{attr:(name|CodeUserClass|CodeJobTitle|CodeJobFunction|CodeLockOutReason|Employer|LoginName)}

8. When you have finished entering attributes, click Execute.

Retainage

LUC-15905 LUC-17288

In Lucernex, the system calculates retainage using a Retainage field in approved pay apps and pulls the amount to into a separate Previous Retainage field in subsequent pay apps.

If pay apps are submitted or approved to reduce retainage when there is no value to invoice, your administrator can now create a custom list with the new Copy retainage for $0 budget values option selected to ensure that retainage is reduced as expected when there is no value to invoice.

copy_retainage_for_0_budget_values.pngPNG image will display here

1. In the System Administration Dashboard, click Manage Custom Lists.

2. Expand your pay app custom list.

3. In the Actions pane, click Edit in the action where you want the Retainage amounts to populate.

4. In the dialog that opens, select Auto-populate Purchase Order Lines if not already selected.

5. In Retainage, select Retainage Amount.

6. In Prev. Retainage, select Previous Retainage.

7. Select Copy retainage for $0 budget values.

8. Click Update Layout.

Improvements and issues fixed

Component	Summary	Reference # / Case
Workflow	When a Workflow has an action that requires a signature to approve, and you press Enter instead of clicking Update, the correct workflow action is now taken and an error no longer displays.	LUC-16006 01714233 01714095
Percent Rent	When Percent Complete is selected on a Pay App custom list, Prev. Retainage and Percent Complete now populate correctly.	LUC-17457 LUC-16084