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Accruent Siterra 25.1 Release Notes

We're delivering this automatic upgrade to UAT environments on January 30, 2025 and to production environments on February 22, 2025.

Items originally in the 24.5 release are now merged into this release and included in these release notes.

Release notes are subject to change until the production release.

Recover News and Notes

SP-56304

Administrators can now contact Support to request restoration of an item removed from the News and Notes pane of the Home page.

Admin filtering on forms

SP-55973, SP-56456

Administrators can now use the refreshed interface for adding and updating form field dependencies for lookup fields in a Form. When lookups have many values, this makes it easier to locate and select multiple values.

For example, if one field has a particular value, you may want to limit the available options for another field based on that value. Filtering extended attributes can be a large task. You can now use the Search field to limit the displayed options before adding or removing them from the Selected list.

Task and Subtask Notes

SP-56116

Project Task and Extended Attribute data views in the Bulk Object Updater now includes options to view and add task notes directly from the main list view in the same way as project notes.

To view task notes, hover over the View link of the task or subtask in the View Notes column for a summary or click View to display a list view of the note.

To add a bulk note in edit mode:

  1. Click Edit.

  2. Click the Add Note column in the task or subtask.

  3. Enter a Subject and a Message.

  4. Click Apply.

  5. Click Save.

To add a single note to a task or subtask:

  1. Click the cell of the Add Note column in the task or subtask where you want to add a note.

  2. Enter a note with a subject and a message separated by a semicolon. For example: my subject; my message.

  3. Click Save.

Multi-Factor Authentication (MFA)

SP-55584

If your Siterra environment is configured for Accruent Central Authentication v3, Administrators can now invite a user to set up MFA on the Users page. MFA allows your organization to add an additional layer of security for external users who are not allowed to use your organization's Single Sign-On.

Partially deactivate sites

SP-54981

When you deactivate a site, you can now opt to partially deactivate it by filtering child objects and selecting the ones you want to remain active and exclude from the deactivation. You can only exclude first level child objects.

Calculated extended attributes

SP-56087

When you add a calculated extended attribute, you can now select the COUNT and ROUND functions and click Add Function to Expression to add them to your Expression more easily.

Improvements and issues fixed

Component Summary Reference #

Extended Attributes

When you add a calculated extended attribute, you can now select the MOD function and click Add Function to Expression to add it to your Expression. This returns the remainder by dividing the value by the divisor.

Example: MOD({TOTAL UNITS},{PEOPLE COUNT})

You can use this example to create a calculated extended attribute named Remaining units that returns the remaining units available. If {TOTAL UNITS} is 5000 and {PEOPLE COUNT} is 2300, Remaining units is 400.

Replace the values with the custom fields, numeric values, or expressions you want.

SP-56096

Extended Attributes

When you add a calculated extended attribute, you can now select the AVERAGE function and click Add Function to Expression to add it to your Expression. This returns the average of the given set of numbers or field parameter.

Example: AVERAGE({PHASE1},{PHASE2},{PHASE3})

You can use this example to create a calculated extended attribute named Average phase value that calculates the average from the {PHASE1},{PHASE2}, and {PHASE3} custom fields. If the values of the fields are 9000, 8000, and 10000 respectively, Average phase value is 9000. Replace the values with the custom fields, numeric values, or expressions you want.

SP-56088

Multi Factor Authentication (MFA)

MFA can now be configured for external users such as vendors, contractors, partners, or those who cannot otherwise use Single Sign-On (SSO).

SP-53721
Central Authentication V3 (CAV3) CAV3 is now available, ensuring a more robust and secure authentication experience. SP-53715
Sites

To display the site number before its name, Administrators can now select Number first in breadcrumbs in the new Additional Configuration pane within the Portfolio Customization options.

SP-55888
API

All API users can now use the task groups by project endpoint in the Projects module, without requiring Administration privileges. For example:

{baseApiPath}/projects/v1/taskgroupsbyproject?ProjectIds={projectId1, projectId2}

Returns the Project Task Groups associated with projectId1 and projectId2.

SP-55457
API

API users can now use the workflowrejection endpoint in accordance with the roles and permissions they are assigned in for the user interface. For example:

{baseApiPath}/projects/v1/workflowrejection/Save

SP-54905
API We have improved the response time on first requests. SP-56078
Project When you initiate project creation on an object and navigate to another object before completing the process, the project is now created on the object that you initiated project creation from. This prevents creation of duplicate projects on unintended objects. SP-55950

API

REST APIs now create a record for new objects in all extended attribute tables to prevent missing data row errors.

SP-50243

External Links

External Links now correctly capture and include the Project Number for all projects.

SP-55739

Notes

Adding notes from the Edit Schedule tab or the Schedule tab now works correctly.

SP-55789

Import

When you create a project using the import, the Type in the project import schema must now match the Type in the associated Schedule Template to prevent projects being imported with an incorrect Type. Projects with an incorrect type are not created.

SP-55844

Photos

You can now set a photo as primary in a site without an error displaying.

SP-56001

Calculated Extended Attributes

Nested calculated extended attributes now resolve correctly.

An error no longer occurs when a calculated extended attribute is referenced by another calculated extended attribute that meets one of these conditions:

  • It has no reference to a regular extended attribute or standard attribute. For example, 1+2

  • Only references other regular extended attribute or standard attributes that are already referenced by another nested calculated extended attribute or the parent calculated extended attribute. Examples:

    • {nestedCalcEa1} = {regularEa1} + 1

    • {nestedCalcEa2} = {regularEa1) * 2

    • outerCalcEa = {nestedCalcEa1} - {nestedCalcEa2} + {regularEa1}

SP-56137

API

API users can now use the assettypes endpoint to retrieve the asset types based on the Assets Read/View global permission if not an Administrator. For example:

{baseApiPath}/assets/v1/assettypes

SP-54829

API

API users can now use the taskstatuses endpoint without depending on their role and permissions granted. For example:

{baseApiPath}/projects/v1/taskstatuses

SP-54904

API

API users can now use the GET ODATA API endpoint to retrieve lease objects, with full ODATA support and role-based permissions.

SP-55572

 

Read-only form default values

You can now request that read-only form default values are saved to the database when the field has no existing saved value. This helps preserve values populated through REST APIs, such as Salesforce integrations.

SP-56581

Search ring IDs

Search ring IDs now appear in the PRJ_PROJECTS database table when you create a project from a site but browse to a different site during the creation process and then complete the process. The project creation process is now locked to the object where you initiated the process and is unaffected by navigating to other objects during the process.

SP-56571

Create project schedule

When Administrators create a new Schedule Template, they can select the new select Auto Set Baseline Dates option to automatically set the baseline dates for projects created with the schedule template. The option is cleared by default.

SP-56370

List views

List navigation controls now display in the lower-right corner of each list view as well as the upper-right corner, helping you locate records in large lists with without needing to scroll to the top of the page to display the next page.

SP-56367

MFA

Administrators can now edit an existing user with Is MFA selected and save changes to that user without error.

SP-56461

Home page

When you click Critical Dates on the Home page, an error no longer occurs.

SP-55829

API

API users with View and Update role permissions and Asset access rights can now view and update Asset Extended Attributes using the API endpoint. For example:

{baseApiPath}/ExtendedAttributes/v1/AssetExtendedAttributes

SP-54880

Uploads

Files now upload correctly in Google Chrome. We resolved a problem that prevented files from being uploaded.

SP-55923