TrebleHook R2 Release Notes

We’re excited to announce the latest release of TrebleHook version 2.2, our innovative AEC CRM and project pursuit platform. This new release is designed to enhance and expand upon the existing features of the TrebleHook platform, incorporating your feedback and suggestions to make data management and analysis even easier and more efficient.

TrebleHook version 2.2 includes several exciting new features and improvements that benefit our users. Among these new features are:

  • A new Gantt-style chart that updates based on the scheduling line items entered by the user
  • Scheduling enhancements include the ability to calculate the third item when two are entered, linking tasks to predecessors or successors, and two types of schedule line items: Tasks and Milestones
  • Advanced Inline Editing streamlines the process of updating and managing data within the platform
  • And more!

In this feature list, we’ll provide an overview of these key features and other improvements included in this latest release of TrebleHook, and explain how they can help you to work more efficiently and effectively with your data, projects, and pursuits.

Key Features

Schedules – Gantt Charts

The new Gantt-style chart added to TrebleHook's Scheduling Object

The scheduling object has been enhanced by adding a new Gantt-style chart. This chart dynamically updates based on the scheduling line items entered by the user, providing a clear and visual representation of the timeline. Additionally, the Gantt chart can be easily printed or exported as a PNG file for use in other documents.

The Gantt chart feature allows users to:

  • Enter the edit function of a schedule line item directly from the chart.
  • View the chart by day, week, or a six-month or 18-month time frame.
  • Print or export the chart as a PNG file for use in other documents.

Schedule Line Items

The scheduling feature has been enhanced with the following:

  • Users can now enter any two of the following items (Estimated Start Date, Estimated End Date, and Estimated Duration), and the system will automatically calculate the third item.
  • Schedule tasks can now be linked to a predecessor or a successor line item for better organization and tracking.
  • Two types of schedule line items are now available: Tasks and Milestones. These items are represented by different icons on the Gantt chart, with Milestones indicating a significant event or goal without a duration.

Advanced Inline Editing

The release includes an advanced inline editing feature that allows users to edit line items in a familiar spreadsheet layout. Previously, users had to open the record page to edit a line item in a related list. With this enhancement, values can be edited directly on the page, as long as the field is visible on the related list. Note that this feature does not support editing locked or formula fields.

This feature is customizable and can be configured to:

  • Allow or disallow the creation of new items.
  • Allow or disallow the deletion of items.
  • Define which record types can be created from this item.
  • Customize the name displayed for the related list.

The advanced inline editing feature is currently used out of the box for Phase Line Items and Schedule Line Items in TrebleHook, but it can also be customized for use with other related list views.

Submit for Startup Template

The release includes the “Submit For Startup” template, which consists of an email template and an email alert that can be configured to notify stakeholders about the project startup process. The template is customizable to meet the specific needs of the customer.

Knowledge Base

The release introduces the Knowledge Base, a new object designed to serve as a catalog and repository for various documents that help users learn and use the system, such as FAQs, how-tos, and instructions. The Knowledge Base is versatile and can hold different types of documents or point towards a document or video hosted elsewhere.

SF330 Selection Tool

The release includes the SF330 Selection Tool, a visual interface that enables the scrolling and selection of SF 330 codes to be assigned to a project.

New Standard Fields

Accounts

Project Management Account IDExternal ID field to integrate to a PM system
Legacy Account IDExternal ID to leverage when migrating data from a legacy system
ERP Account IDExternal ID field to integrate to an ERP system

Contacts

Project Management Contact IDExternal ID field to integrate to a PM system
Legacy Contact IDExternal ID to leverage when migrating data from a legacy system
ERP Contact IDExternal ID field to integrate to an ERP system
DesignationsUsed to hold professional or other designations (i.e. AIA, LEED, PE, etc.)

Projects

Submitted for StartupThe date that project is moved to stage Submit to Startup
Project Management Project IDExternal ID field to integrate to a PM system
Project AddressNew Address Field using the recently released Address field type.  Replaces the previous project address fields.
Legacy Project IDExternal ID to leverage when migrating data from a legacy system
ERP Project IDExternal ID field to integrate to an ERP system
Date Project WonThe date the project stage was moved to Won.
Client Billing AddressNew Address Field using the recently released Address field type.  Replaces the previous client address fields.
Win %Replaces the prior Win % field and is now a customizable picklist to ensure users use the proper values.
Go %Replaces the prior Go % field and is now a customizable picklist to ensure users use the proper values.

Phase

ProjectLookup field to make it easier to navigate back to the project record.

Phase Line Item

Total (Includes Markup)Replaces the previous Total field to work with the new Advanced Inline Editing.
SubtotalReplaces the previous Subtotal field to work with the new Advanced Inline Editing.
Subconsultant NameLookup to the record for the Subconsultant
Subconsultant FeeCurrency field to hold the fee amount of a subconsultant’s work.
Reimbursable AmountCurrancy field for the amount of a reimbursable that is used as a line item.
Labor Lump SumCurrency field used for a lump sum labor amount on a line item.
HoursNumber field for the number of hours used in that line item.
Billing Rate ScheduleLookup to the billing rate schedule used
ContactLookup to the contact used for a line item

Schedule

TypePicklist field to denote what type of schedule it is.
Estimated Start DateThe earliest estimated start date based on the schedule line items.  Updated dynamically as schedule line items are changed.
Estimated End DateThe last estimated end date based on the schedule line items.  Updated dynamically as schedule line items are changed.
Actual Start DateThe earliest actual start date based on schedule line items.  Updated dynamically as schedule line items are changed.
Actual End DateThe last actual start date based on the schedule line items.  Updated dynamically as schedule line items are changed.

Schedule Line Item

TypePicklist field to identify if the task is a Task, Milestone, or Phase.
Total DurationThe number of days between the actual start date and actual end date.
Responsible CompanyThe company that may be responsible for this line item.
Remaining DurationThe number of days remaining between the current date and the estimated end date.
Estimated Start DateDate field for the estimated start date of a schedule line item.
Estimated End DateDate field for the estimated end date of a schedule line item.
Estimated DurationThe number of days between the estimated start date and end date.
CostSchedule Line Item
Assigned TrebleHook userLookup to the TrebleHook user that a schedule line item may be assigned to.
Actual Start DateDate field for the actual start date of a schedule line item
Actual End DateDate field for the actual end date of a schedule line item