Release Notes - April 11, 2025

Overview

This document describes what’s new or improved with the April 11, 2025 Tango release, which was included in Core Release 3.7.42, Edge Application Release A10.7.14, and Edge Platform Release P3.9.10.3.

What's New or Improved?

• Predictive Analytics

• Transactions

• Projects

• Lease

• Maintenance

• Space

• Reserve

• Occupancy

• Energy & Sustainability

• Datamart

• Platform

Predictive Analytics

N/A

Transactions

My Tasks - Added transaction milestones to My Tasks home page icon. [TAC-3104]

Related Entities - Added Related Entities tab to the Site record. [TAC-3270]

Visual Query Builder - Updated the Visual Query Builder to allow access to Transactions Schedule, Checklist, and Baseline data. [TAC-3608]

Projects

Project Dashboard - Created a new standard dashboard, that when used with the new ‘Work Effort’ filed on milestones, can create a resource workload forecast report for Projects. [TAC-2610]

Project Document Collaboration - Added a notification procedure which can be configured to automatically notify a designated role by email when a document is uploaded via document collaboration in EDGE. The notification email will be sent to a designated contact role called “Vendor Document Notification Recipient” [TAC-3375]

Project Schedule - Updated the schedule notification emails with easier to read information regarding the task (notification/escalation and completion emails). [TAC-3357]

Projects - Added a new tab to list linked external entities, such as transactions, related to the project. [TAC-3271]

Vendor Invoicing - Created a new mechanism to notify a designated project role via email when an invoice is received into the system from the Vendor invoicing portal. [TAC-3389]

Vendor Invoicing - “Final Invoice” field added to the Vendor Invoice in Edge, which is sent to the Core Project Invoice when the Vendor submits the Invoice from Edge. [EA-520]

• In the Edge Vendor Invoice this field is a Required dropdown with options of Yes or No.
• In Core this is a checkbox that can be made visible (read only) on the Invoice Header and on the Invoice Approval screen.

Lease

Documents - Added ability to sort Description column in lease documents. [TAC-3318]

Maintenance

Work Order Invoicing - Added functionality to handle up to 3 predefined Tax amounts/items per Invoice. Users will be required to enter the actual tax amounts as separate Invoice Items, they will not be calculated based on a rate.

Work Order Configuration has a new checkbox “Enable Tax Item Functionality” (unchecked by default) that displays 6 fields when checked:

• Tax1 Acct Code (required) + Tax1 Label (required)
• Tax2 Acct Code + Tax2 Label
• Tax3 Acct Code + Tax3 Label

At least 1 Tax Item is required when the option is enabled.

The Labels are mapped in to the Invoice Detail “Item” field and are displayed to the end users. The Acct Codes are used to look up against the Budget Items on the Core Project when the Invoice is Submitted.

Each Tax Item is broken out into its own Budget Item in Edge and sent to Core separately. [EA-309]

Space

Space Management - We have changed the Building’s and Floor’s Area and Department tabs to display the values with a thousands separator. [TAC-3177]

Space Management - We have enhanced the floorplan viewer when selecting multiple spaces to show the total space count, total capacity planned, total capacity available, total occupancy, total actual, total usable, and total rentable for all the selected spaces at the bottom of the space attribute screen. [TAC-2937]

Space Management - We have enhanced the Area’s screen to allow for Select All when adding people to an Area. [TAC-2673]

Reserve

Exchange Add-in - Added support for shared calendars within the Add-in, enabling users with permission to create or modify reservations and appointments on behalf of other users. [AQMSA-132]

Web Application - Added "Create Visits" right when Visitor Management is enabled for an organization. Users having this right can create visits and will only be able to see visits they are hosting or that they have created. In order to see other visits, a user must have an elevated VM role such as VM Admin, VM Manager, or Preferred Host. The "Create Visits" right is false/unchecked by default and can be managed via role templates in the settings of the web application. [AQCORE-1344]

Stability - Implementing measures to improve performance of the system as a whole. This initiative will be carried out over multiple release cycles. [AQ-75]

Occupancy

Analytics - Allow the hiding of individual spaces from the Live view via system config, adhering to GDPR privacy regulations forbidding display of individual assigned desk status. [OCCDEV-10810]

Analytics - Customisable URL for Contact Us portal. [OCCDEV-10821]

Analytics - Analyse the timeline of a specific sub-selection of floor and space set via a dedicated floor filter in the Spaces page. [OCCDEV-9368]

Integration with Core - Ensure all new created floors are set with reference point 0/0 to allow for correct wireless access point positioning. [OCCDEV-10802]

Integration with Core - Expose working hours for each building from TMCS_STORE_HOURS and automatically update in Occupancy. [OCCDEV-10704]

Integration with Core - Adjust Admin read-only mode to include floor fields from Core. [OCCDEV-10715]

Energy & Sustainability

Automated Billing Data Estimation and Gap-Filling - We've introduced a robust system to estimate and fill gaps in billing data automatically, using configurable business logic. This feature ensures your data remains complete and accurate, supporting reliable billing and reporting. Key functionalities include:

• Historical Back-filling: Automatically estimate and insert missing historical data.
• Gap-filling: Address recent or real-time data gaps swiftly and accurately.

Available Estimation Methods:

1. Average of Surrounding Months: Example: If May 2023 is missing, and April 2023 is 1,000 kWh while June 2023 is 2,000 kWh, May 2023 is estimated at 1,500 kWh.
2. Average of Previous Months (User-defined): Average usage based on up to X past months as defined by the user.
3. Same Month, Prior Year: Example: If May 2023 is missing and May 2022 was 2,500 kWh, the estimation for May 2023 is set at 2,500 kWh.
4. Proxy Property Usage: Select comparable properties to estimate usage based on consumption per square foot. Example: A proxy property uses 365,000 kWh annually (1,000 kWh/day). For a missing period (e.g., 30 days in May), the estimate would be 30,000 kWh.
5. CBECs Benchmarking: Utilize standard CBECs usage benchmarks based on property type. CBECs values are periodically updated every 3-5 years. Example: An office of 100,000 sf with a CBECs benchmark of 14 kWh/sf annually yields approximately 3,835.62 kWh/day.
6. User-Entered Usage per Square Foot: Users manually define usage rates per square foot for customized estimations.

This feature enhances data integrity and provides greater confidence in your billing and analytics.

Note: This functionality is currently not enabled by default. If interested please contact support or your CSM to opt in. [WATX-1252]

Historically, “data availability” start dates in the GRESB ALS were matching the “Owned Since” date for the asset. In most cases this was accurate. However, in some cases, actual data availability starts after the “Owned Since” date. E.g. “Owned Since” = 1/3/24, but the first utility invoice started 1/15/24, so now the correct “Data Availability” date is reflected as 1/15/24, not 1/3/24. [WATX-1224]

The “User Management” table was showing inconsistent header alignment for different users based on screen size and zoom, making it difficult to understand which columns aligned with which headers. [WATX-1217]

The “Alerts” column was removed from the front end view in order to resolve this issue.

Note: Alerts are still included in the “Export User List” report.

Enhanced Clarity for "Building Balance" Account Tracking -"Building Balance" accounts allow you to track the net difference between aggregate whole-building data (such as data provided by utilities into ENERGY STAR Portfolio Manager) and specific user-selected accounts (like common area accounts or tenant accounts you manage directly).

Previously, after initial configuration, it was unclear exactly which accounts were subtracted from the aggregate data. With this update, the Building Balance Invoice Details modal clearly shows:

• The total aggregate data value for the month
• The specific values of each selected account being subtracted
• The resulting net difference

This improved transparency helps ensure accurate and easily understandable account tracking. [WATX-1199]

Datamart

Added new table: DM_LEASE_ASSOC_LOCATIONS [TAC-3589]

Added new columns: property_wid and building_wid to the below tables: [TAC-3631]

• F_LEASE_COUNTS
• F_CHECK_DISBURSEMENTS
• F_LEASE_CO_TEN_TENANTS
• F_LEASE_EXP_REC
• F_LEASE_PCT_RENT
• F_TRANS_SAVING_ANALYSIS
• F_LEASE_ACCRUALS
• F_LEASE_ACCT_SCHEDULES_OPER
• F_LEASE_LEGAL_ATTR
• F_LEASE_OPTION_RENT
• F_LEASE_PCT_RENT_CALC
• F_LEASE_SALES_SETUP
• DM_LEASE_BILLINGS
• DM_LEASE_LOC
• F_LEASE_CO_TEN_ATTR
• F_LEASE_EXP_REC_TMPLT
• F_LEASE_PCT_RENT_SALESRENT_CALC
• F_TRANSACTIONS
• F_LEASE_ACCT_SCHEDULES
• F_LEASE_AMENDMENTS
• F_LEASE_PAYMENTS
• F_LEASE_PAYMENT_BATCHES
• F_LEASE_SUPPLIERS
• F_LEASE_WRKSHT_DETAIL
• F_LEASE_WRKSHT_SUMMARY
• DM_SQ_ENTITY_HEADER
• F_LEASE_CHECK_INFO
• F_LEASE_COST_ALLOCATIONS
• F_LEASE_FINANCIALS
• DM_LEASE_PAYMENTS
• DM_SAVINGS_REPORT
• DM_SQ_ENTITY_QUESTIONS
• DM_SQ_ENTITY_ANSWERS
• F_LEASE_EXP_REC_SUM
• F_LEASE_FINANCIALS_ATTR
• F_LEASE_INSURANCE_ATTR
• F_LEASE_OPTION_ATTR
• F_LEASE_PCT_RENT_BP
• DM_SAVINGS_SUMMARY
• F_LEASE_ACCT_SCHEDULES_FIN
• F_LEASE_COST_PROJECTIONS
• F_LEASE_EXPENSES
• F_LEASE_OBL_ATTR
• F_LEASE_OFFSETS

Platform

Documents - Enhanced the document work flow engine to auto lock documents from editing once approved. Documents can still be manually unlocked by someone with the correct permissions. This auto locking will only apply to those using the Documents Approval Work Flow. [TAC-3380]

EDGE General/Platform - Increased Font Size for the Quickview fields (display on a Record in the gray header area next to the buttons). [EA-412]

Location Inbound API - Added column T_EXT_ATTR4 to API-based inbound integration. [TAC-3317]

Targets - Added a Related Entities tab to the Targets entity. [TAC-3269]

Vendor Import API - Added Record Type and Legal Entity Type to standard API. [TAC-3598]

Visual Query - Enhanced entity selection to only show a user entities to which they have access view or edit access to. [TAC-3466]

Known Issues

When applicable, this section provides information on any known issues that will be corrected in the future.

Additional bug fixes and performance enhancements were completed.