Release 6.1.0.0 - November 2023

The 6.1.0.0 release included the following:

Feature	Description	Hyper-link
Advanced Helpdesk - Actions	The Advanced Helpdesk - Actions has been updated as follows: Updates to the sub navigation The Task Actions grid has been enabled to display a hierarchical sub grid of Task Action Cost Coding records, depending on preferences set When allowed, the sub grid will display any Task Action Cost Coding records related to the parent Task Action Task Action Cost Coding records can be opened directly from the sub grid Task Actions input panel: New status indicator to display whether the Task Action has been Actioned or Unactioned The page has been split into three tabs: Action Costs Progress New fields added and existing fields have been reorganised across the three tabs Advanced costing and distribution functionality has been added Awareness of new system and Contract specific preferences to control behaviour Setting of Task Action Planned Start and End Dates based on Task SLA Dates Updating of the Parent Task's Costs on Insert and Update of Task Actions Updating of the Parent Task's Estimated Time on Insert and Update of Task Actions Updates to Task Actions Actual Costs update Task Action Cost Coding Actual Costs upon updates to the parent Task's Actual Costs Depending on the option selected, there's validation to prevent the Estimated Costs of the Task Action record exceeding the Estimated Costs of the parent Task Task Action Cost Coding New 'Task Action Cost Coding' securable to control functionality Advanced costing and distribution functionality included Cost Centre, Cost Code and Recovery Type auto-populated from the parent Task Estimated Costs can be auto-populated from the parent Task Action Validation to prevent the Estimated Costs of the Task Action Cost Coding record exceeding the Estimated Costs of the parent Task Action Validation has been added to Tasks to ensure that if the total of the Estimated Costs is changed it does not negatively impact any Task Actions associated with the Task	Advanced Helpdesk - Actions
Advanced Helpdesk - Purchase Orders	The Advanced Helpdesk - Purchase Orders has been updated as follows: The SLA/Appointments side panel has been removed to make room for a new panel containing page-specific information New and updated toolbar buttons The ability to edit costs and cost centre / cost code information related to the parent Task Updated Purchase Order Line Item grid The ability to add the new 'Task Work Order' Purchase Orders in addition to 'standard' Purchase Orders Auto-populating of values in Purchase Order Header and Line Items based upon the Purchase Order type Updates to Line Items: Awareness of System and Contract Preferences to determine whether Lines are created from Task Actions or not: Creating Line Items from Task Actions and Task Action Cost Coding Determining costs based on Task Actions and Task Action Cost Coding rather than Task Estimates Setting values in new fields: Department Recoverability Type Task Action	Advanced Helpdesk - Purchase Orders
Agora Queues	The Agora Queues entity has been added: A new Agora Queues landing page link has been added to the Integration section of the System Preferences New grid and input panel to maintain Agora Integration messages that have errors	Agora Queues
Buildings	Buildings has been updated as follows: The Buildings grid has been updated: New filter options: Contract Filter Buildings grid to show only those that are linked to the selected Contract Portfolio Filter Buildings grid to show only those that are linked to the selected Portfolio PLUS those that are linked to Portfolios that are children of the selected Portfolio Region Filter Buildings grid to show only those that are linked to Countries that are linked to the selected Region PLUS those that are linked to Sites in Countries linked to the selected Region The Buildings input panel has been updated: A new sub navigation page entitled Occupants has been added to the Buildings input panel. The sub-nav will show the Contacts working/residing in an individual Building A new sub navigation page entitled Cost Centres has been added to the Buildings input panel. The Building-to-Cost Centre assignment allows administrators to apply an optional additional level of filtering to the Contract Cost Centres A new Golden Thread Report for Buildings has been added New Print toolbar button for the report above and reorganised existing toolbar buttons A Client field has been added, allowing users to link the Building to the selected Client	Buildings
Clients	Clients has been updated as follows: A new sub navigation page entitled Buildings has been added to the Clients input panel. The sub-nav will show the Buildings linked to the current Client The side menu options have been re-organised and updated	Clients
Contracts	Contracts has been updated as follows: A new Tab for ‘Purchasing’ Contract preferences has been added: Purchasing related preferences have been moved from the current ‘Other Tab’ New preferences added and existing ones updated: Allow multi-task Purchase Orders Allow creation of Standard Purchase Orders from the Advanced Helpdesk Enable generation of Task Work Order POs for the value of the Task Estimates Create Task Work Order PO Lines from Task Actions (if present) Auto-Receipt Line Items for Completed Task Work Order POs Some preferences can be overridden at system level and will be disabled here New preference added to the Other tab: Default Cost Calculation Type for Task Actions This preferences can be overridden at system level and will be disabled here	Contracts
Cost Centres	Cost Centres has been updated as follows: A State model has been added Cost Centre grid: The Show/Hide Historic records toggle icon has been added The Delete icon has been replaced with a Status button group, allowing users to change the State of a selected record in the grid Cost Centre input panel A status indicator has been added to show the current State of the entity The Delete icon has been replaced with a Status button group, allowing users to change the State of the current Cost Centre record Cost Centres with a Historic or Suspended state will be excluded from MRI Evolution auto-completes and service methods that return Cost Centres Cost Codes sub navigation has been updated: The default columns have been updated Cost Codes can be added and edited from the grid Cost Codes can be marked as Locked for the parent Cost Centre: This can be done directly from the grid or by editing the assigned Cost Code record Cost Codes marked as Locked against a Cost Centre will be excluded from MRI Evolution auto-completes and service methods that return Cost Codes for a given Cost Centre	Cost Centres
Cost Codes	Cost Codes has been updated as follows: New fields have been added to the Cost Code input panel: Short Desc. Schedule Default Use Category Grouping Code Charge Type Approval Type	Cost Codes
Licensing	Licensing has been updated as follows: A new Agora Integration licence type has been added This is the main licence key that controls whether fields and functionality related to the Agora Integration are available in MRI Evolution	User Accounts - Licensing
Locations	Locations has been updated as follows: A new sub navigation page entitled Occupants has been added to the Locations input panel. The sub-nav will show the Contacts working/residing in an individual Location	Locations
PPM Actions	PPM Actions has been updated as follows: Updates to the sub navigation The PPM Actions grid has been enabled to display a hierarchical sub grid of PPM Action Cost Coding records, depending on preferences set When allowed, the sub grid will display any PPM Action Cost Coding records related to the parent PPM Action PPM Action Cost Coding records can be opened directly from the sub grid PPM Actions input panel: The page has been split into two tabs: Action Costs New fields added and existing fields have been reorganised across the two tabs Advanced costing and distribution functionality has been added Awareness of new system and Contract specific preferences to control behaviour Updating of the Parent PPM's Costs on Insert and Update of PPM Actions Depending on the option selected, there's validation to prevent the Estimated Costs of the PPM Action record exceeding the Estimated Costs of the parent PPM PPM Action Cost Coding New 'PPM Action Cost Coding' securable to control functionality Advanced costing and distribution functionality included Cost Centre and Cost Code auto-populated from the parent PPM Estimated Costs can be auto-populated from the parent PPM Action Validation to prevent the Estimated Costs of the PPM Action Cost Coding record exceeding the Estimated Costs of the parent PPM Action Validation has been added to PPMs to ensure that if the total of the Estimated Costs is changed it does not negatively impact any PPM Actions associated with the PPM	PPM Actions
Purchase Orders	Purchase Orders has been updated as follows: Purchase Orders grid: The show / hide Historic records has been added Hint text has been added to the Delete button - 'Delete Cancelled Orders' The Purchase Order input panel has been split into two tabs: Details Summary New fields and existing fields re-organised Toolbar buttons updated	Purchase Orders
Purchase Orders Preferences	The Purchase Orders Preferences have been updated as follows: New and updated Purchase Order preferences: Allow Multi-Task Purchase Orders Allow creation of Standard Purchase Orders from the Advanced Helpdesk Enable generation of Task Work Order POs for the value of the Task Estimates Create Task Work Order PO Lines from Task Actions (if present) Auto Receipt Line Items for Completed Task Work Order POs Auto Receipt Line Items for Completed Task Work Order POs Prompt to Auto Receipt outstanding Lines when PO is marked as Complete	Purchase Orders Preferences
Recoverability Types	The Recoverability Types entity has been added: A new Recoverability Types landing page link has been added to Settings > Finance New grid and input panel to maintain Recoverability Types	Recoverability Types
System Preferences Landing Page	The System Preferences landing page items have been grouped and organised as follows: Environment Databases Server Caches Data Connections System Information System Appearance & Behaviour Table Register Stylesheets General Preferences Contract View Settings Queries Reports PPM Auto Issue Behaviour Region & Language Locales Time Zones Translation Sets Translation Strings User Accounts & Security Roles Accounts Account Profiles Accounts Policy Account Consent & Registration Settings Terms and Conditions Privacy Policies Sessions Document Management Repositories File Types Integration SMTP Server Settings Exchange Server Preferences eSight Energy Preferences CTI Settings Agora Controllers Agora Events Agora Dead Letter Agora Queue Excitech Settings IFS 360 Dashboard Preferences Printing System Printer Print Redirection	System Preferences Landing Page
Task Preferences	The Task Preferences have been updated as follows: New Task Action preferences have been added: Enable Advanced Costs & Distribution Default Cost Calculation Type for Task Actions Set Task Action Planned Dates from SLA Planned Start Date Task Due Date Task Creation Date Task Due By Date Planned End Date Task Due By Date Task Scheduled Date SLA Respond Target SLA Attend Target SLA Contain Target SLA Fix Target SLA User Defined Target	Task Preferences