To view the full Lucernex Online Help, sign in to Lucernex and click Help > Online Help. If you do not have your organization's Lucernex link, contact your Administrator.

Accruent Lucernex 25.03 Release Notes

We're delivering this automatic upgrade to UAT (TRAIN) environments on February 21, 2025 and to production environments on March 14, 2025, with these highlights:

Vendor Collaboration: Configure workflows that allow vendors working on the same project or portfolio in Lucernex to directly access each other’s workflow data.
Cost Tracking: Filter purchase orders, change orders, and pay apps by their Work Flow status.
Database schema changes: Added fields to the database schema for enhancements in this release.
Improvements and issues fixed

Vendor Collaboration

LUC-13822 LUC-13753 LUC-13706 LUC-13702 LUC-13701 LUC-13766

Administrators can now configure a workflow so that vendors working on the same project or portfolio in Lucernex can now directly access each other’s workflow data. This provides selective visibility of workflows among vendors from different companies while maintaining privacy of sensitive financial data.

We've added the Enable Vendor Collaboration option to the Add Work Flow and Edit Work Flow dialogs so that Administrators can create workflows that allow collaboration between specified job titles in different vendors. For example, architects and construction project managers from different vendor companies.

The Collaborator Job Titles you specify on the workflow can view the workflow data, reducing the need for frequent updates and maintenance:

Users from different vendor companies who have a specified job title but are not an assignee have read-only access to the workflow data.
Users who are not a workflow initiator, not assigned to workflow steps, or not a workflow approver, and their job title is not included in Collaborator Job Titles, cannot view the workflow.

This functionality operates regardless of the user security class. Existing page or field level security defined by the user class persists, but the Collaborator Job Titles specified on the Work Flow determine whether the user can view the read-only Work Flow form.

To add a workflow with vendor collaboration:

In the System Administrator Dashboard, click Manage Work Flows.
Click Add Work Flow or click Edit in the Actions column of the workflow you want to update.
Complete the fields as described in Add Work Flow.
Select Enable Vendor Collaboration.

25.3_add_workflow.pngPNG image will display here
Select the Collaborator Job Titles to use this workflow.

25.3_add_workflow_vendor_collabo.pngPNG image will display here
Click Add.

Import and Export Collaborator Job Title

LUC-13822

When you import or export a workflow template with Enable Vendor Collaboration selected, the Collaborator Job Titles are included. For example, you can export a workflow template, edit it, and reimport it with different Collaborator Job Titles:

In the System Administrator Dashboard, click Export Configuration.
Select the Templates tab.
Select the workflow template you want to export then click Export Selected.
Click Save XML File.
Open the file in an XML editor, and within <CollaboratorJobTitleIDList> add , edit, or remove <CollaboratorJobTitleID> tags.

For example:
Copy
sample CollaboratorJobTitleIDList tag in exported file
```
<CollaboratorJobTitleIDList>
        <CollaboratorJobTitleID clientID="client-yourClientID">Broker</CollaboratorJobTitleID>
        <CollaboratorJobTitleID clientID="client-yourClientID">General Contractor</CollaboratorJobTitleID>
<CollaboratorJobTitleIDList>
```
If the value you specify for a <CollaboratorJobTitleID> tag does not exist in your firm, it is imported as a new Collaborator Job Title.
Save and close the file.
In the System Administrator Dashboard, click Import Data.
Click Browse and select the XML file you edited in the previous steps.
Select Continue till the end then click Import.

Cost tracking filter

LUC-13708

In the Cost Tracking module, you can now filter purchase orders, change orders, and pay apps by their Work Flow status, allowing you to hide those that are not currently in an active Work Flow and focus on those with outstanding Work Flow actions. You can filter to only show those with a status of:

Open or Closed
Open
Closed
Inactive

Add Employer dialog with Vendor Sites message indicating that you have to complete adding the vendor before you can add sites.

Database schema changes

We've added fields to the database schema for enhancements in this release.

New fields do not automatically display in customized pages, add them to your page payouts to display them. Custom pages are indicated by c icon in the lower right of the dialog or window.

Workflow Template Fields

We've added this field to Workflow Template Fields so that you can add job titles for vendor collaboration.

Field Name	Type	UI Label	Description
EnableVendorCollaboration	Boolean	Enable Vendor Collaboration	Displays the Collaborator Job Titles on the Add Work Flow and Edit Work Flow dialogs where Administrators can add and remove job titles for vendor collaboration.
CollaboratorJobTitleIDList	Dropdown (Job Title Code)	Collaborator Job Title List	List of Collaborator Job Titles applied to a workflow template. Displays on the Add Work Flow and Edit Work Flow dialog when Enable Vendor Collaboration is selected. The list also updates when you import a workflow with `<EnableVendorCollaboration>true</EnableVendorCollaboration>` and a `<CollaboratorJobTitleIDList>`.

Field Name

Type

UI Label

Description

EnableVendorCollaboration

Boolean

Enable Vendor Collaboration

Displays the Collaborator Job Titles on the Add Work Flow and Edit Work Flow dialogs where Administrators can add and remove job titles for vendor collaboration.

CollaboratorJobTitleIDList

Dropdown (Job Title Code)

Collaborator Job Title List

List of Collaborator Job Titles applied to a workflow template. Displays on the Add Work Flow and Edit Work Flow dialog when Enable Vendor Collaboration is selected. The list also updates when you import a workflow with

<EnableVendorCollaboration>true</EnableVendorCollaboration>

and a <CollaboratorJobTitleIDList>.

Improvements and issues fixed

Component	Summary	Reference # / Case
Cost Tracking	The Award Approval custom list now displays accepted alternate amounts in the Submitted and Conditioned columns so that the Purchase Order amount from the accepted alternate on the awarded bid is now included. The Purchase Order value is now as expected.	LUC-13878 01678871
Scheduled Jobs	If the enableSSHDClient feature switch is turned on in your firm, errors no longer occur when you configure a scheduled job with a private key.	LUC-13738 01668638
DataMart	DataMart now runs a full brush without the unable to download HBM file error.	LUC-13829 01675975

Component

Summary

Reference # / Case

Cost Tracking

The Award Approval custom list now displays accepted alternate amounts in the Submitted and Conditioned columns so that the Purchase Order amount from the accepted alternate on the awarded bid is now included. The Purchase Order value is now as expected.

LUC-13878

01678871

Scheduled Jobs

If the enableSSHDClient feature switch is turned on in your firm, errors no longer occur when you configure a scheduled job with a private key.

LUC-13738

01668638

DataMart

DataMart now runs a full brush without the unable to download HBM file error.

LUC-13829

01675975