When you are managing active commissioning projects, improvements to everyday tasks can make a difference across the whole team. Finding work on a phone, responding to an issue, or carrying a useful dashboard into the next project should take less effort as your workload grows.
Our latest updates give you more control over when work starts, reduce repeated checklist entry, and make project progress easier to review. Here is what to try next in Bluerithm.
Set prerequisites for work with workflow gates
You can now define which work must finish before another category can begin. Open Settings > Workflow in a project to organize work categories and set their prerequisites. Those prerequisites can apply to the same piece of equipment or to work across the whole project.
For example, you could require pre-functional checklists on an air handling unit to be complete before its functional testing starts. Choose how firmly Bluerithm applies the requirement:
- Off keeps the dependency without holding work back.
- Warn lets someone proceed after a prompt and records that the work started out of order.
- Block prevents work from starting until its prerequisites are complete.
Block gates apply in the app, in downloaded projects while offline, and through the API and MCP server. Your account must have the legacy web app turned off before prerequisite and gate settings become available.
This gives project managers a practical way to put agreed testing sequences into the project workflow. Learn more about workflow gates here.
Copy shared checklist entries across equipment
The new Copy Results feature helps when multiple pieces of equipment of the same type need the same checklist entries.
Complete the shared information on one checklist, select Copy Results, and choose the tables, columns, and destination equipment. You can fill empty rows only or replace existing entries. Account Admins and Users can also copy entries from an equipment type’s checklist to its instances.
Use this for information that actually applies across the selected equipment. Leave equipment-specific readings, serial numbers, and individual test results out of the copy. Each unit still needs its own inspection and testing where required.
Copy Results replaces the legacy form matrix’s role in entering the same answers across equipment. It runs as a background job and requires a connection; it is unavailable in projects downloaded for offline use. Learn more about the Copy Results feature here.
Review active projects together on your portfolio dashboard
The new Project Progress chart brings active projects into one searchable, sortable list. Each row shows work progress, completed work against the total, issue counts by status, and small progress and issue curves.
Use it before a weekly workload review to identify projects that need a closer look, then click a project’s name to open its dashboard. The chart is at the top of your account’s main portfolio dashboard, and you can add it to other portfolio dashboards with + Add Chart.
The figures come from each project’s own dashboard and update when that project’s metrics recalculate. The Updated column helps you see how current each row is; recalculating the portfolio dashboard does not refresh those project figures. Learn more about the new Project Progress chart here.
Reuse dashboards across projects
Once you have built a dashboard that works for your team, you can now carry it into another project with Copy to Another Project. The copy keeps the layout and charts and displays the destination project’s own numbers.
You can also build dashboards on a project template and bring them into projects through Project Setup > Add Dashboards. This is useful when every project needs a consistent view for internal reviews or client meetings.
Folder filters do not carry over because folders belong to individual projects. Review the copy confirmation for anything left out and check the dashboard before sharing it with the team. Learn more about copying a dashboard to another project here.
Focus an Equipment Matrix on a contractor’s work
An Equipment Matrix can now count only the work assigned to a selected company or person. Work status, labels, and date filters can also narrow what it counts.
For a contractor coordination meeting, select the company in the matrix’s Filters pane and click Save. The matrix lists equipment with matching work and calculates each cell using that work. This helps you discuss the contractor’s remaining responsibilities without mixing them into everyone else’s progress.
People viewing the dashboard can see which work the matrix counts, even when they cannot edit those work filters. Learn how to make an Equipment Matrix count only one company’s work here.
Respond to issues in one step
Add Response now brings the explanation, supporting photos or files, and Respondent Status into one save. Choose Complete or N/A to send the issue to its owner for verification, or keep it Open when adding a comment.
Responses appear in a thread with status changes, making the discussion and verification sequence easier to follow. The verifier can close the issue or reopen it with a comment from the reply box. Reopening also returns the Respondent Status to Open.
On a phone, Add Response stays at the bottom of the screen and opens a full-screen form. If you previously used Add Note from the Issues list, look for Add Response instead. Learn more about responding to issues in Bluerithm here.
Filter and sort lists from your phone or tablet
When lists appear as cards on a smaller screen, Filter and Sort buttons now sit beside the search box. Use them on Work, Issues, Equipment, Files, Attachments, and other lists to narrow records and choose their order.
For example, filter the Work list to a testing category, or sort by Last Edit to find recent changes within the list’s groups. The Filter button shows how many filters are active.
These controls also work in projects downloaded for offline use. Some filters, including date filters, still need a larger screen to configure. Learn more about filtering and sorting a list on a phone or tablet here.
Put screenshots beside the text they explain
You can now paste screenshots into descriptions and notes or use Insert Image in the editor. This is useful for placing a controls graphic or error message beside the explanation a teammate needs to read.
Images in text support PNG, JPEG, GIF, and WebP files up to 10 MB each and require a connection to add. For field photos and confidential material, use file attachments: images inserted into text are stored as links that can be opened without signing in by anyone who has the image link. Learn more about pasting a screenshot or image into a description or note here.
More improvements to daily project administration
Privileged Guests have more reporting access. On projects they belong to, they can preview saved reports and export PDFs, Issue Logs, Task Matrices, and COBie files, while report editing and scheduling remain restricted. Saved reports also have an Export button directly in the Reports list.
Equipment properties can follow your preferred order. Account Admins and Users can reorder an equipment type’s custom properties by dragging them on its Equipment Properties tab. Equipment and reports follow that order, helping your team present information consistently.
Removing users preserves their project contributions. When someone is deleted from your account, their entered work, issues, notes, and checklist tables remain attributed to them. Their reports, report schedules, and saved filters transfer to the Account Admin who removes them.
Open an active project and try the improvement that addresses your team’s most frequent task. For the complete list of changes and fixes, visit the Bluerithm release notes.
