The new Project Scope field that was added to the General Tab of Project Container on 10/15/24 has been incorporated into the Project printout, making it even easier to share this information internally. It will automatically display on the first page of the printout when the Print Project Container Print Option is selected.
Several of the new fields that were added to the General Tab of Project Container on 10/15/24 have been incorporated into the Project printout, making it even easier to share this information internally. They will automatically display on the first page of the printout when the Print Project Container Print Option is selected. C&I Project…
Several of the new fields that were added to the General Tab of Project Container on 10/15/24 have been incorporated into the Project printout, making it even easier to share this information internally. They will automatically display on the first page of the printout when the Print Project Container Print Option is selected.
The new Project Scope field that was added to the General Tab of Project Container on 10/15/24 has been added as a search criteria option in the Project Search dialog, making it even easier to locate your desired projects.
The new fields that were added to the General Tab of Project Container on 10/15/24 have been added as search criteria options in the Project Search dialog, making it even easier to locate your desired projects.
The new fields that were added to the General Tab of Project Container on 10/15/24 have been added as search criteria options in the Project Search dialog, making it even easier to locate your desired projects. Other SearchNote: when an Independent Rep or Corporate Rep has been selected from the Rep dropdown, the search criteria…
The new Project Scope field that was added to the General Tab of Project Container on 10/15/24 has now been integrated into the Project Container Dashboard allowing for increased data accessibility, including edit and export capabilities. To add this new field to an existing custom layout, navigate to the Project Container dashboard, ensure your desired…
The new fields that were added to the General Tab of Project Container on 10/15/24 have now been integrated into the Project Container Dashboard allowing for increased data accessibility, including edit and export capabilities. To add these new fields to an existing custom layout, navigate to the Project Container dashboard, ensure your desired custom layout…
A new field called Project Scope has been added to the General Tab of Project Container to enable enhanced tracking capabilities. Selections made to this field will be captured in the Project Container Audit Log. There will also be a series of follow-up releases integrating this new field into the various other elements of Project…
Several new fields have been added to the General Tab of Project Container to enable enhanced tracking capabilities. Selections made to all these fields will be captured in the Project Container Audit Log. There will also be a series of follow-up releases integrating these new fields into the various other elements of Project Container. Integration…
Several new fields have been added to the General Tab of Project Container to enable enhanced tracking capabilities. Selections made to all these fields will be captured in the Project Container Audit Log. C&I Project Model Holophane Project Model View-Only Corporate Copies of Rep Projects There will also be a series of follow-up releases integrating…
To align with Acuity’s strategy and enhance clarity around construction categories, we have expanded the vertical hierarchy to include the below options. All relevant locations in agile (Project Container, Quotes, and Order Management) where ABL Construction can be set have been updated accordingly. Additional adjustments will be made later this year, with a follow-up announcement…
We are excited to announce the new search, export and refresh capabilities for the Audit Log in Agile Project Container. With the search feature, users can easily find information by searching for date, keywords, user IDs, and more. Search With the search feature, users can easily find information by searching for keywords, user IDs, and…
A new Totals Tool has been added to the Orders Tab in Project Container. When clicked, the total of all orders for the project will be displayed along with a breakdown of released order and hold orders. This will allow you to see the total value of the orders associated to a specific project.
We have deployed a new version of the Project Order Status to include the following functionality: Project Order Status enables you to review the most up-to-date information for all order lines associated to one project container. You can now share live links with your customers to provide them with visibility as well or do an…
View your claims, no-charge orders, and returns from within Agile Order Management Overview: Starting 03/07/2024, Agile OM’s update enables users to easily view all claims, no-charge orders, and returns for any order. Explore the new features below. Walk-through: **Please note: The data presented in this walk-through is simulated and sourced from our testing environment. It…
Paging has been added to the Projects grid on the Multiple Subscription Administration dialog to avoid having to limit the number items that can be returned after executing a Source Rep search. Each page can hold up to 100 items, and when applicable the bottom of the grid will display forwards and backwards navigation buttons…
To make locating Holophane projects even easier, Quote $ had been added as a search criteria option on the Project Search dialog in Project Container. A tweak to the formatting of the Excepted Close Date search criteria option was also made.
In preparation for further changes later this year, the issue that was causing an error to generate when attempting to make edits to a Project directly from the Grid View of Bid Board or the Dashboard of Project Container has been addressed.
In preparation for further changes later this year, the issue that was causing an error to generate when attempting to make edits to a Project directly from the Grid View of Bid Board or the Dashboard of Project Container has been addressed.
To increase efficiency when generating Quote printouts, you can now access the Contacts Tab directly from the Print Quote dialog for Project Quotes. Simply click the Contacts button to modify the associated companies and contacts as needed. Once the updates have been made, click the Reload Data button for the changes to reflect. Please note…
To increase efficiency when generating Quote printouts, you can now access the Contacts Tab directly from the Print Quote dialog for Project Quotes. Simply click the Contacts button to modify the associated companies and contacts as needed. Once the updates have been made, click the Reload Data button for the changes to reflect. Please note…
Territory Reps will now receive an email for all subsequent resubmissions of Specification Registration requests by the Spec Rep. Previously, these scenarios would not trigger any notifications to the Territory Rep thus resulting in the potential for delays.
To support the upcoming rebranding of the UPR market segment, to be announced January 15th, starting January 11th you will see the following changes in agile Project Container, Quotes, and Order Management. Changes have also been made to the National Account application to reflect these same definitions used across Acuity.
This morning we deployed a new version of Project Container. This release includes the following:
Recently, we introduced the Project Order Status feature in its first iteration phase. Thanks to your valuable feedback, we’ve made significant improvements! One issue we addressed was a 401 error some users encountered during login. We implemented changes on 09/29 to fix this problem, and since then, no additional errors have been reported. Now, lets…
Providing comprehensive order status to customers is an important aspect of project management. While agile and ADC provide individual order status and agents can enable visibility of non-Acuity orders in ADC, there is not a way to present all lines on all orders related to a project in a single view….UNTIL NOW! This new functionality…
We are excited to report that the document upload functionality which uses the ActiveX controls aka agile webtools has been replaced with a new website implementation. The document upload was replaced due to outdated technology and possible disruptions from time to time due to Microsoft patches. Switching to a website to perform the document uploads…
This morning we deployed a new version of Project Container. This release updated the PESCO Sales Process field to be required and changed the default selection to “–Select One–” like so: Additional backend changes which will not have a direct impact were also included.
This morning we deployed a new version of Project Container. This release included the following:
This morning we deployed a new version of Project Container. This release included the following:
This morning a new version of Project Container was deployed. This release includes the following updates:
This morning we deployed a new version of Project Container. This release included the following: Dashboard View Fix The issue that was preventing reps from creating a custom View utilizing the Last Search Results has been addressed The issue that was incorrectly exposing standard View titles in the Manage Views dialog has also been addressed…
This morning we released a new version of Project Container. This release addressed an issue where the Country, indicated on the General tab, could not be saved as anything other than “United States of America.”
This morning a new version of Project Container was deployed. This release includes the following update(s): Address an issue that was preventing users from executing a “Spec Registration Search” due to the action buttons being cut Addresses an issue accepting Mexico or Canada Specification Registrations and linking them to existing projects due to a NULL…
This morning a new version of Project Container was deployed. This release includes the following update(s): Addressed an issue that was duplicating Registered Spec Awaiting Approval Alerts after resubmission.
This morning a new version of Project Container was deployed. This release includes the following: On New Project creation, Job Name has been made a required field to prevent an error from occurring The “Save As New” functionality has been limited to projects in the same channel model (i.e., projects under 3 digit reps can…
This morning a new version of Project Container was deployed. This release includes the following: Addressed an issue where the Territory/Order Rep and Spec Rep fields on Accepted Specification Registrations were incorrectly becoming editable once the Project was in Hold Order or Order Phase Addressed an issue where approval buttons on Accepted Specification Registrations were…
This morning a new version of Project Container was deployed. This release includes the following update: Addressed an issue where the Commission Split value for a Specification Registration could not be edited and resubmitted
On Thursday, April 21st we released a new version of Project Container which included the following change: Addressed an issue which was causing an error on the Post Sales tab for select projects
On Tuesday, April 19th, we released a new version of Project Container with the following update: Increased a timeout setting which should address the Session Timeout issue some users have been experiencing since the 04/06/22 Project Container release
Based on your feedback, we are now deploying several significant upgrades to Agile Project Container on February 5th that greatly improve the process of spec and territory reps collaborating on cross-territory specifications and maximize our opportunities to win these projects together. These upgrades are detailed below. A brief training video can also be viewed: https://acuitybrandsinc.sharepoint.com/:v:/s/IST/ERxL_-3B9WlHrm0LVVIZ-8wBXqOJ435p553sr0WJeZmFXg?e=jMQOz3…
Acuity recently published an update on the Warranty Services / Post Sales Service initiative (10/7/19). We are excited about the changes we are making and looking forward to your feedback and suggestions on our progress. Please take a few minutes to review the communication below for important information on the new Warranty Services structure, claim process, system updates and…
On 09/17/19 we deployed a new version of Project Container with a new “Post Sales” tab. You will now be able to see and open all Warranty Claims, No Charge Orders, and Returns associated to the Project. We are currently evaluating the ability to show warranty related “Bill & Credit” Orders and plan to include…
We have made improvements with project document sharing in the Spec Registration process. When submitting a project for registration approval, the spec rep will now have to “share” their specification related documents with the territory rep. Previously, all documents uploaded by the spec rep were visible to the territory rep which sometimes exposed documents that…
On January 2, 2019, the agile Corporate Account field is getting make-over. Inactive accounts will be removed to make it easier for you to find your active accounts. With this change, we are also clarifying account names to make it easier to choose. Canadian account names will end in “-Canada” or “-CN” Consistent account names…
Over the past several months, we have taken a focused look at the agile applications and have been making changes to optimize the code and server load to provide an improved user experience. On January 24, 2018, we deployed an updated version of Order Management that significantly improved the time it took to open a new hold order and edit the header by approximately 50%.
A drop down menu for selection of important partners in the unplanned Renovation market will be added to agile on September 6th. ESCO’s (Energy Service Companies) and LMC’s (Lighting Management Companies) are critical customers for our distributors to be successful in the Renovation market, and by enhancing the drop down menus with a pre-populated list…
Effective August 15, 2016, Post Sales warranty claims that contain Mark Lighting products are now enabled to be processed within the AGILE Request for Claim (RFC) tool. You are no longer required to email warranty requests to MarkLTGPostSales@acuitybrands.com for manual entry of your claim. Your Agile RFC Order number is simply your Agency number plus your…
A number of enhancements have been released for agile Calendar, and for tasks and events created on the Activities tab in supported applications. agile Calendar In agile Calendar you can now customize which users are selected. Previously you could only pick between one person, or “All”. The default selection when first entering agile Calendar is…
You now have the ability to add your own custom project phases to the project container. Once your project container admin has added the new phases they will then show up in the phase drop down of the project container for selection. These custom phases will be an addition to the existing phases that are already in agile. The existing 11 phases cannot be edited or inactivated.
We have introduced functionality that allows you to denote who is responsible at your agency for completing submittals. The Submittal Person dropdown gives you an easy way to track overall project submittal assignments. The Submittal Person column is also available to be added to layout customization for dashboard visibility, and can also be used to…
Today we are introducing a few changes to the fields on Holophane projects in Project Container. The first change hides the inactive values from displaying in the corresponding “Vertical” dropdown. The below is an example of a new project being created. As you can see the inactive values are no longer shown. If an existing…
The ABL Construction Type selection in agile will be enhanced on Monday April 18th, 2016. Available selections have been changed to more accurately reflect current industry terminology and to provide more robust reporting on the dynamic market for lighting renovation. These selections will include: New Construction, Renovation – Planned, and Renovation – Unplanned, and the following definitions…
You can now request paid techdays for Controls products on your project’s orders through the Request for Assistance application! This option is available for new requests and is located under the Post-Installation dropdown in the Request wizard. Paid techday advises your PM that you need a troubleshooting visit scheduled by the date you list on the request. The…
Advanced Search Introducing Advanced Search! This can be accessed via the dropdown next to the Search button. Once selected, you will then be taken to a screen where you can set up custom filters and date ranges. After you select a filter, you can then use the “Next” and “Back” buttons to select additional filters,…
You can now request post-installation services on your project’s orders through the Request for Assistance application! This option is available for new requests. You will find both Startup Scheduling and Graphical Interface options under the Post-Installation dropdown in the Request wizard. Startup scheduling advises your PM that you need a startup scheduled on the date…
You can now request factory preprogramming for the LC&D components on your project through the Request for Assistance application! This option is available for new submittal requests, or revisions of existing submittals. You will find the Preprogramming option under the Submittal dropdown in the Request wizard. Please note that just like on other submittal requests…
The Request for Assistance application is designed to provide you an easy way to obtain assistance from the Acuity Solutions team. You can currently select from design, BOM, and submittal requests for Controls products, but we are planning on expanding this to encompass other types of assistance and product lines in the future. To get…
Today we are pleased to introduce a number of enhancements to agile Schedule Builder. Manual Line Reordering Users are now able to manually reorganize and reorder lines on their schedules. This eliminates the previous built-in custom ordering that sorted ascending by Type (A, A1, B, C, etc.). To use this functionality, simply drag a line…
In this latest release we have added a new date column to the documents grid called “Upload Date”. This will display the date and time the file was uploaded into agile. We are also providing you with the ability to group uploaded documents by the various column headings. For example you can now group documents so they are displayed according to who they were uploaded by.
We deployed a new version of Documents on Tuesday in an effort to increase performance; particularly around projects with hundreds of documents. The Documents tab will now load in a matter of seconds. As part of this increased performance Documents will now have paging at the bottom of the screen. The default number of items displayed is…
In this latest release we are introducing:
Have you ever wanted to view a company record in contact management and see all activity with that account? Or open a project container and quickly view all tasks that have been completed for a given project? The new “Activities” tab is here to help you better manage these daily agile tasks and events. In conjunction with the Activities tab we are also introducing agile Calendar, agile Tasks, and improvements to the Notes tab.
The new Schedule Builder is an application that allows you to create fixture schedules in agile during the Design Development phase of a project. Schedules can be exported to Excel or PDF and shared with specifiers for collaboration on projects. The process for creating a schedule begins in Project Container on the Schedule tab and…
Vertical construction categories in agile will be improved on February 2, 2015. Categories have been changed to be more intuitive for agile users as well as more closely align with the market categories that 3rd party providers like MHC-Dodge use for construction outlook and reporting. agile Order Management Enhancements All Flow orders, including ones generated…
Accessing important Corporate Account information has never been easier! Leverage national and local strengths by collaborating with the Corporate Accounts sales team, C&I Regional sales teams, and agencies using the new Corporate Accounts application. You are no more than a couple clicks away from finding out the account owner, specifying agent, all specification and purchasing…
It has been a year since the new process for registering projects for specification credit has been in place and it’s time to put STAR to bed. We will be decommissioning STAR on May 31, 2013. As of May 31st, you will no longer see STAR as an available application in the agile suite or…
We recently provided you with the following additional Project Container enhancements and minor bug fixes to the Follow-up application …
We have developed a new add-in for Outlook that will allow you to upload emails directly to and from agile!
The enhancements just keep on coming! Today’s enhancement….Project Container. Check it out.
Don’t miss this blog otherwise you may be in for a surprise when you go to the Contacts Tab of a Project or Order! We are excited to provide a new and much improved way to add companies and contacts to your projects, mark the specifier and customer who won the job and manage relationships…
We have made some enhancements to Bid Board and Project Container that will improve your agile experience! These enhancements include:
Date: August 13, 2012
TO: U.S. and Canada C&I Principals and Associates
P&I 710
We recently implemented new processes within agile related to spec registration….
More enhancements have been added to further improve your Project Container and Spec Registration experience.
Check out these new enhancements to Project Container and Spec Registration:
The new process for registering projects for specification credit is moving full steam ahead! Effective Monday May 21st, you will no longer have the ability to create new STAR requests. For those of you who missed the training sessions held on May 15th and 16th, there will be a make-up session on Wednesday May 23rd….
Are you using the STAR application today to register for specification credit? If so…you will want to read this blog! We have incorporated the functionality to register for specification credit into Project Container! This new functionality will replace the STAR application. Training on the new process will be held on May 15th & 16th ….
Today we are announcing the release of more robust functionality to handle employee sales credits. This functionality now in agile provides all agents the ability to enter and report on their employee’s involvement on individual projects and orders. agile will now have a dedicated tab on the Project and Order to enter and display all…
In preparation for the elimination of STAR, we have incorporated the functionality for registering specifications into Project Container! The new process will introduce project sharing which will simplify the process for registering specifications and significantly improve tracking to ensure compensation. More details on the changes will be provided in the coming months. We anticipate introducing full functionality summer 2012.
Interested in learning about the Non-ABL capabilities in agile? Then this video series is for you. In less than twenty minutes you can discover how agile can process your Non-ABL business from start to finish.
First we brought you time saving tips and tricks for Order Management, then Quote, and now we bring you the Project Container Quick Tips and Tricks Video Series! This series totals over 14 minutes of watchable content. The series is broken down into six videos as follows
agile is equipped to assist you with an important step of the sales process, the follow-up. Whether the follow-up is on a bid, confirming specifications, customer inquiry, or any other type of follow-up, agile can incorporate this critical step. Watch the following short 7 minute video for a quick introduction and walkthrough of the follow-up…
We are on a roll making enhancements to agile! Check out these new features in Project Container:
Stay tuned for more enhancements coming soon!
We’ve expanded non-ABL functionality to include your Buy/Sell business. Upgraded applications include Contact Management, Quote, Order Management, Invoices, Payments, and Reports. That means you can track your buy/sell business from the quote all the way through to the reporting process! We have created a video series to guide you through setting up and processing your…
You asked, and we listened. Project Container has been enhanced to make the project experience more user friendly!
Rolling right along with the recent enhancements to the Order Management dashboard, the Project Container dashboard has also been enhanced. Similar to the enhancements on the OM dashboard, the PC dashboard allows you to access important project information without having to open the project.
These streamlining enhancements include the ability to …
Today’s blog will address a question that you may be asking yourself. How are the Project Container and agile Quotes related? If you used Project Container prior to getting agile quotes, you know that it is the basis of agile. Project Container houses all of the information relative to a given project such as…
A new release of agile is now in production with enhancements to Project Container, Submittal Generator and Contact Management.