Accruent Siterra 26.2 Release Notes

We're delivering this automatic upgrade to UAT environments on March 19, 2026 and to production environments on April 11, 2026.

Release notes are subject to change until the production release.

Preview new interface

SP-58643

We’re rolling out a new modern interface for Siterra, starting with the default Home page. Early adopters can sign up to evaluate it.

Turn on the preview

The preview is unavailable by default. To request access, contact Accruent Support with this subject line:

Request technical preview of new Siterra UI in UAT

Switch between new and classic

When Support enables the preview:

• Select New Siterra (upper-right) to switch to the new interface.

• Select it again to return to Classic Siterra.

PNG image will display here

Most menus and options work the same in the new interface. If you open something that isn’t available yet, Siterra shows the Classic page or dialog and continues operating normally.

The following sections describe new pages available for preview in this release.

Assets

SP-58501

In New Siterra, navigate to an asset using the left navigation.

PNG image will display here

Notes

In New Siterra, View, Add, Edit, Reply and Delete notes from the ellipsis button () in the Notes section.

PNG image will display here

Add Assets

SP-59123, SP-59359

Preview the new Add Asset form from the Asset page. Some features on this page are under construction and will be available in future releases, including the ability to add assets to a site.

PNG image will display here

1. In New Siterra, select Browse > Asset.

2. Select Create Asset.

3. Complete each section of the Add Asset window:

Asset Data

• Name

• Number

• Status

• Type: Populates the Extended Attributes section depending on the EA component types your administrator configured.

• Latitude and Longitude: Enter in DMS format in the upper fields or enter latitude and longitude as a decimal in lower fields.

Equipment Information

• Manufacturer: Select Vendor or Other. Other is selected by default.

• Manufacturer Vendor / Vendor Name

• Type Description

• Serial Number

• Tag Number

Lifecycle Information

• Purchase Date

• Lifespan (in Years)

• Previous Owner

Financial Information

• Currency

• Purchase Price

• Invoice Number

• Valuation

• Valuation Date

• Book Value

• Sale Price

Asset Warranty

• Start Date

• Notice Date

• Notice Period

• Notice Interval

• End Date

• Responsible Group: Select to populate Responsible User with available users for that group.

• Responsible User: Only lists users valid for the selected Responsible Group. This is cleared if you change the Responsible Group to one that the current user does not belong.

• Carrier

• Service Provider

Extended Attributes: Displays fields according to EA component types your administrator has configured such as Lookup and Calculated. When you change Asset Type, this refreshes automatically depending on the configuration your administrator has chosen.

4. Select Create.

Open an object’s home page with Jump to

SP-58290

Use Jump to to go directly to the home page of an object that matches your search term.

PNG image will display here

1. In the search bar, select Search .

2. Under Jump to, select the object type.

   The search updates to Jump to [object].

3. Enter the exact object name or object number, and then press Enter.

Search for an object

1. In the search bar, select Search .

2. Under Search for, select an object type.

   The search updates to Search for [object].

3. Enter the your search criteria, and then press Enter.

To Dos / Activity

SP-59110

In New Siterra, selecting a Site Name in the To‑Do list now opens that site in Classic Siterra.

Crue

SP-59472

Use Crue to get quick answers to your questions, summarized user guides, and links to additional content. Select Ask Crue in the upper-right corner.

Lease Performance

SP-59097

Bulk operations in leases run faster, especially for long payment schedules.

Bulk Object Updater Project Task & EA data permissions

SP-58389, SP-59245

Control access to project task and Extended Attribute (EA) data in Bulk Object Updater (BOU) for non-admin users using role-based permissions.

The new Project Task & EA data [Restricted permissions] option appears in the Bulk Object Updater – BOU section of the Global Role Permissions.

PNG image will display here

This changes the way each user accesses and updates project task and EA data in BOU:

• Project Task & EA data [Full permissions]: Access project task & EA data in BOU without selecting a form first and perform any operations allowed by your overall access to BOU.

• Project Task & EA data [Restricted permissions]: Requires users to select a form before selecting extended attributes in the Project Task & EA data view of BOU. This permission also limits available actions to the same actions allowed when updating project tasks and EAs individually. This option enables role-based control over task data while still allowing users to update task fields.

• Subtask Extension: Controls access to a separate bulk subtask management menu. This menu appears only if the SP-50000 feature toggle is enabled in your environment.

The existing Project Task & EA data permission is relabeled to Project Task & EA data [Full permissions].

If you select both Project Task & EA data [Full permissions] and Project Task & EA data [Restricted permissions], users have full permissions.

1. Go to Admin > Security > Roles.

2. On the role, select menu > Set Global Permissions.

3. Scroll to the Bulk Object Updater – BOU section and select the options you want.

4. Select Save.

5. Assign the role to a non-admin user.

Remove N/A from tasks and subtasks in Bulk Object Updater

SP-59203, SP-59244

Remove N/A from tasks and subtasks in Bulk Object Updater (BOU) the same way as removing N/A from tasks and subtasks individually. Control whether completion dates are also removed when you remove N/A from a task that already has completion dates such as External Date or Manual Date.

Use the new Remove Completion option to also clear the completion information when you remove N/A.

PNG image will display here

1. In BOU, if the NA Action column isn't displayed, select Select Task Data, and then NA Action.

2. Select any other columns that you need to display.

3. Select Edit.

4. Double-click NA in the NA Action column header.

5. Select Remove N/A.

6. Set the Remove Completion option:

   • Select to remove completion information and N/A.

   • Clear to keep the completion information and remove N/A.

7. Select Apply.

8. Select Save.

When portfolio configuration PATCH_ACTUAL_DATES_REQUIRES_COMPLETION is turned on, you can only change actual dates if the task is moving to, or staying in, completed status. An error displays if you attempt to change actual dates when the task while the task is not moving to, or staying in, completed status.

When PATCH_ACTUAL_DATES_REQUIRES_COMPLETION is turned off, the system allows unrestricted changes to actual dates, including clearing them, regardless of task status.

When you complete a task using the API without providing actual dates, the system automatically sets actual dates based on the completion.

Improvements and issues fixed

GET /documents/{id}

GET /documents/{id}/download

POST /documents/upload

DELETE /documents/{id}

GET /document-types

GET /document-types/by-name