Build Notes

• Admin
  • New: the Database Status tab has an "Upgrade databases" button. It lists every database of every project with its current version and the upgrade steps it needs to reach this build, then runs those steps for you, one database at a time, and checks each database reached the new version. Production asks you to type PRODUCTION first.
  • Fix: the project health check on the Connect tab now also says when a project's model database is behind, not only its activity database.
  • Fix: Provision database now asks for the runtime login's password before it builds anything. It used to accept a blank password, then saved the project's connections with no password, so Verify failed.
• Desktop and Web Portal
  • New: the Scope and Filter boxes above the dashboards are now one quiet line, such as "Showing all activities in the whole project". The folders you scope to and the filter work as one thing, your scope. The words that narrow what you see turn dark, and one Reset puts everything back.
  • New: click the line to open one panel with the folders you are scoped to, what to show and which states. Take a folder out, or all of them at once with "Whole project". Apply changes them all at once. On the Desktop the panel also lists your saved scopes when you have some, saves the scope, and adds the folders you have selected in the pivot tree to it ("Add selected folders").
  • Fix: the note you type when you ask to join a team now reaches the person who approves it. They see it in the list of pending requests and when they respond, on the Desktop and on the web portal's Pending access requests page. It used to be lost.
  • Fix: a request made with a project code now reaches the project's Project Administrators. It appears in their list of pending requests, with the orange line on Project Selection, and they answer it with a project role: Project Viewer, Editor, Controller or Administrator. It used to reach nobody.
• Desktop
  • Fix: Browse by hierarchy now names the project's World by the project's name. It used to show a technical schema name and version, such as "mine-comms v1 — folder hierarchies".
  • Fix: My Account Settings, Manage My Account: Go now opens your account page, where you can change your first and last name. It used to do nothing.
  • Fix: Project Access now tells you to contact your ActivityExchange Administrators when the project has no activation code yet.
  • Fix: two screens no longer show behind-the-scenes names. The top bar now says just "Connected" when a project is open, and the Teams tab says to ask your ActivityExchange Administrators for another team or a change to one.
  • Improvement: answering an access request is simpler. The Access request window says who asks to join and where, shows their note, and lists your answers: the four roles, each with a line saying what it lets them do, then Deny and Deny and block. Click one (or use the arrow keys) and the button says what will happen, such as "Approve as Team Member". Nothing is picked when it opens, so you cannot send an answer by accident. It replaces the old window with its coloured status bars and Submit button, and there is no extra "Done" message afterwards.
  • Behaviour: in Pending Access Requests a double-click only selects a request. Open it with Respond... or by right-clicking the row.
  • Improvement: the dad logo is the same everywhere. Menus such as Open dad Object Details used to show an old red square. An attribute filled from dad now shows a small dad badge on its icon in the attribute list, the spreadsheet column picker, the pivot tree attribute picker and the activity type designer. Point at the badge to see whether it takes an attribute or a property of the linked dad object. (AE-General #1167)
• Dashboards and pivot trees
  • Fix: a pivot tree grouped by activity type folders now shows every activity in the scope. An activity whose type sits in a shallower folder than the level being opened used to disappear from that level; it now appears under "(no value)", like every other kind of grouping. Folder totals go up to match the Status Overview. (AE-General #717)
  • Fix: Refresh beside Dashboards now keeps your pivot tree, the folders you narrowed to and the folders you had open. It used to go back to the first tree and the whole project without a word. (AE-General #665, AE-General #834, AE-General #755, AE-General #1050)
  • Fix: saving an activity type from the pivot tree no longer closes the tree. (AE-General #979)
  • New: right-click the tree's empty space to scope back to the whole project, and right-click one or more folders for "Scope to all but this selection". (AE-General #755, AE-General #480)
  • Fix: the Breakdown bars and the Status Overview pie now list the states in the same order every time. The order used to change from one scope to the next. (AE-General #729)
  • Fix: scoped Breakdown bars follow the order of the pivot tree, not the order you clicked the folders in. (AE-General #633)
  • New: "Show values" on the Breakdown card prints each count on its bar. Your choice is remembered. (AE-General #896, AE-General #678)
  • Improvement: the Status Overview card now says which pivot tree and scope it shows, so a screen grab of the card carries its own caption. (AE-General #931, AE-General #806)
  • Fix: the pivot tree no longer jumps sideways and out of view when you expand a deep folder. (AE-General #727)
  • Fix: a pivot on a tick-box attribute shows Yes and No folders instead of 1 and blank. (AE-General #723)
  • New: hover a pivot folder to see its level and, for an attribute level, the attribute's description. (AE-General #762)
  • New: activities in the pivot tree show their alert icon, red for an orphaned activity, with the reason on hover. (AE-General #992)
  • Improvement: on a dad or Kedge pivot, a "(no value)" folder tells Project Control that Rebuild Pivot Trees may place those activities. Things whose only activities come from a recurring activity type are now included in the pivot, so fewer activities land there. (AE-General #993)
  • New: the scope panel's date range has preset periods such as Next 3 months or Last month. (AE-General #296)
  • Improvement: when a pivot tree folder holds more than 200 activities, the Desktop now says "Showing 200 of N activities" at the end of the list, as the mobile app does, instead of stopping at 200 without a word. Folders in a tree grouped by Activity ID show the activity icon. (AE-General #550, AE-General #792)
• Spreadsheet
  • Fix: Excel export's status column now has a heading naming the team or project and your role, such as "Status - Mechanical HVAC (Team Leader)", and is wide enough to read. It used to be a blank, three-character column. (AE-General #796, AE-General #1074)
  • Fix: long text attributes now wrap in the Excel export, inside a column of sensible width, instead of running off to the right in one line. (AE-General #853)
  • New: "Export selected to Excel" on the spreadsheet menu exports only the rows you have ticked. It appears once a row is ticked. (AE-General #945)
  • New: right-click a column heading for "Copy Column", which copies that column's values one per line (the ticked rows, or every row when none is ticked), ready to paste into a search or another sheet. (AE-General #980)
  • New: "Fill Down All Columns" on the column heading menu copies every editable value of the first ticked row into the other ticked rows in one go. (AE-General #951)
  • Fix: Fill Down now includes a value you are still typing in the first ticked row. It used to copy the old value, because the right-click on the heading did not finish the edit. (AE-General #1013)
  • Fix: Paste from Excel no longer clears the cell below the pasted block, and a block pasted into the last rows of a sheet now pastes instead of failing. Blank cells inside the block keep their place. (AE-General #953)
  • Improvement: "Open in..." and "Open in new Spreadsheet" now take up to 2,000 selected activities, from the spreadsheet and from the pivot tree, and say so when you pick more. The limit was 150. (AE-General #939)
  • Behaviour: a spreadsheet opened from "Open in..." or a report format starts with the attribute picker folded away, so the rows get the room. Click the arrow to open it. A blank sheet of the whole project keeps it open. (AE-General #1047)
  • Fix: a long comment history no longer stretches its row down the screen. The cell stops at a sensible height and scrolls; the PDF still prints the whole text. (AE-General #906)
  • Fix: "Close All Spreadsheets" asks first and names any sheet with unsaved edits. Closing one sheet asks too, but only when it has unsaved edits. (AE-General #559)
  • New: right-click in the spreadsheet's column list and choose "Select dad-linked attributes" to tick every attribute that is filled from dad in one go. (AE-General #878)
  • Fix: the spreadsheet opened from an object's Activities list now shows all of that object's activities, whichever team they sit with, so the number of rows matches the count on the button. Its scope now says "Activities", not "Work History". (AE-General #919, AE-General #1102)
• Finding your way
  • New: switch team without leaving the project. Open the Project (or Team) menu and choose Switch team; it lists your other seats on the open project. (AE-General #1065, AE-General #995)
  • Improvement: a dashboard with no activities now says why ("Nothing is assigned to you yet" for a team member, "No activities in this scope" for others) and points you to Search and Raise. (AE-General #625)
  • Fix: the mouse wheel no longer stops when the pointer is over a relationships tree on the About tab or the dad object window. (AE-General #996)
  • Improvement: Activity Details opens almost as tall as your screen and remembers the size you last left it at. (AE-General #862)
  • Improvement: on a big screen Activity Details also opens wider, up to 80% of the screen's width, so its sections spread into more columns. Once you resize it, it opens at your size. (AE-General #978)
  • Fix: long activity names in the activity lists use the spare width, and hovering a cut-off name shows the whole of it. (AE-General #1097)
  • Fix: Search on a dad project shows up to 100 components, 100 connectors and 100 saved layouts each, and says when a group was cut short. Many components used to hide every saved layout. (AE-General #1014)
  • New: right-click the count on a Status Overview card for "Open in...", which sends its activities to Scopes & Reporting (up to 2,000). (AE-General #958)
  • New: Scopes & Reporting lists Dashboards again under Report Format. Pick a saved scope and Status Overview, Progress Breakdown, Teams Overview or Alerts, then Go, to open that dashboard on the scope: a saved scope is now a saved dashboard. (AE-General #569)
  • New: a Project Controller can see who is in each team. On the Teams Overview dashboard, click Team members to list each team's people with their role and when they last signed in, or export the list to Excel. (AE-General #273)
  • Fix: long names on the Breakdown bars are shortened with "..."; hover a bar for the full name. (AE-General #889)
  • Improvement: Scopes & Reporting asks before opening a spreadsheet of more than 10,000 activities. (AE-General #812)
  • Improvement: the Applies To picker names the activity type it is for and opens over the type editor. (AE-General #560)
  • New: in Browse by Hierarchy, right-click one or more objects and choose "Show activities in a spreadsheet". "Open dad Object Details" now shows the dad logo. (AE-General #1099)
  • Fix: Browse by Hierarchy no longer lists dad attribute folders among the location folders. (AE-General #1098)
• Alerts
  • Fix: once you clear an orphaned alert (the object linked to the activity was deleted), it stays cleared. Running the activity type again no longer brings it back, and the 30-day clearing of "modified in dad" alerts does not apply to it. If you link the activity to another object and that object is deleted too, the activity is flagged again. (AE-General #502)
• Sign-in and files
  • Fix: if you cannot sign in after your laptop is reimaged, ActivityExchange now clears the old saved sign-in for you and shows the normal sign-in. There is also "Clear Sign-in Cache..." on the sign-in screen menu, and Sign Out clears it too. (AE-General #1033)
  • Fix: if a file you attach is open in another program, the save stops and names the file. Your comments and files stay, so you can close it and save again. It used to save with no files at all. (AE-General #830, AE-General #345)
  • Fix: the user export (Configure Project, Project access, the Excel button) now shows the app version each person last signed in with, plus their device. Needs the build's master database update. (AE-General #781)
  • Fix: opening a file you have picked but not yet saved now just opens it. The Overwrite? button used to delete your own file from your computer and then show an error. Overwrite now only replaces a downloaded copy, and if that copy is open in another program it says so instead of failing. (AE-General #854)
  • Fix: taking a photo on a Windows tablet now opens the rear camera when there is one, and the Switch button shows every time, not only the first time. Switch clears the old picture straight away so you can see it change. (AE-General #1011)
• dad and activity types
  • Fix: a dad file or saved layout now opens under its own name instead of a number. (AE-General #1042)
  • New: Export to dad lets you choose the Location and Type folders for new components, so they no longer land at the root. (AE-General #847)
  • Fix: a rename in dad on any layer now counts as a change for the nightly update, so linked activity names follow it. (AE-General #1043)
  • Fix: two activity type runs on the same dad database no longer read each other's results. (AE-General #592)
  • New: after you change an activity type's sign-off teams, Desktop asks whether to apply them to the existing activities now. (AE-General #764)
  • New: the Attribute List has "Show activities using this attribute", which opens those activities in a spreadsheet. (AE-General #566)
  • Confirmed: a hyperlink block whose text contains "--" saves and reopens intact. The v1 fault is covered by a test. (AE-General #827)
  • Fix: Apply on an ad-hoc activity's name now saves your other unsaved changes first, so nothing is lost. (AE-General #950)
  • Fix: files sent from ActivityExchange to dad now always have a dot before their file type, so dad opens a photo as photo.jpg, not photojpg. (AE-General #1088)
• PDF reports
  • Improvement: both PDF dialogs now share one layout, with the same tabs in the same order: Contents, Cover (spreadsheet only), Page layout, and Sign-off and extra pages. Both save from one "Save to" bar with "Open when ready", and both buttons say Create PDF. Page layout has a Paper size list (A4 or A3, portrait or landscape) that fills in the width and height, and the options use plainer words, such as "PDFs attached to attributes". (AE-General #884, #838, #998, #1000, #1087)
  • New: the activity PDF can leave out page numbers ("Page numbers in the footer" on the Page layout tab), as the spreadsheet PDF already could. (AE-General #998)
  • Fix: individual activity PDFs with only the attachments ticked are now just the attachments, with no near-empty header page per activity. (AE-General #1087)
  • New: both PDF dialogs can add name, signature and date lines at the foot of every report page, for signing a printed copy. (AE-General #838)
  • New: both PDF dialogs can add pages at the front and pages at the end, from a PDF of your own. With "Merge into one PDF" ticked, your pages go once, around the merged file. The choice is for that export only. (AE-General #884)
  • New: the spreadsheet PDF's cover page can carry a picture and your own text, from the Cover tab. For that export only; it is not saved with the report format. (AE-General #1000)
  • New: a project can have more than one logo (Configure Project, Additional Options, Logos), and a folder of activity types can pick which one its PDFs carry: right-click the folder in Types of Activities and choose "PDF logo...". The activity PDF uses the folder's logo, page by page; the spreadsheet PDF's cover keeps the project default. Once a project has more than one logo, everyone needs this version: an older Desktop may print any of them. (AE-General #1086)
  • New: right-click a saved scope for "Copy Scope link to clipboard". Opening the link while ActivityExchange is running scopes it to that saved scope. (AE-General #831)
  • New: Customise Activity States has Copy and Paste, so a team's state names can be reused on another team or project. (AE-General #973)
  • New: the activity PDF footer prints the activity's link, with a QR code of it, so a printed copy can be opened straight back in ActivityExchange. Untick "Link and QR code in the footer" on the Contents tab to leave it out. (AE-General #861, #518)
  • New: the activity PDF has its own "Last edit details" tick under Attributes, so the PDF no longer follows what you have chosen to see on screen. The dialog remembers it. (AE-General #472)
  • Improvement: a spreadsheet PDF made on a bottom-level pivot folder now opens with that folder's pie chart of activity states, as the levels above already did. Choose None under Summary charts to leave it out. (AE-General #840)
• Sign-off and status
  • New project option: "Teams may pull back approved activities" (Configure Project, Additional Options). When it is on, the execution team's leader can Reject or Flag an activity after it has been approved, as the previous version allowed. Off by default. (AE-General #1053, AE-General #1037, AE-General #833)
  • Behaviour: team members can now act on an activity that a checking team or Project Control has rejected, and on a flagged one. They used to see nothing they could do. (AE-General #608, AE-General #627)
  • New: a team member can flag their own submitted activity to pull it back, then submit it again. (AE-General #672)
  • New: Project Control has a Flag verb that marks an activity as flagged. (AE-General #543)
  • Behaviour: team members on the execution team can rename an ad-hoc activity. Viewers and people on other teams no longer can. (AE-General #829)
  • Improvement: "Assign to team" warns you when some of the activities are already with that team or under way, since assigning again puts them back to Assigned. (AE-General #891)
  • New: the Work tab's status card shows the latest comment, who left it and when. Hover to read all of it. (AE-General #926)
  • Improvement: the ad-hoc description box shows a hint, "Describe what needs doing". (AE-General #269)
  • Fix: sign-off teams no longer see activities that have no execution team. Project Control still sees them. Needs the build's database update. (AE-General #986, AE-General #721)
  • Fix: notification emails show the time in UTC and say so, instead of the server's clock with no zone. (AE-General #730)
  • Improvement: Apply to existing activities, on an activity type's Teams tab, now says what it will do before it does it. It names the teams, counts the activities that will change, says what happens to each one and asks "Are you sure?" before anything changes. (AE-General #549)
  • Improvement: when an activity type has attributes signed off, Activity Details shows a sign-off column only for its sign-off teams, on the Desktop, mobile and web portal. The execution team no longer gets a column. (AE-General #647)
  • Fix: a Project Editor can now assign activities to a team. They used to see only Save. (AE-General #1162)
  • Change: the Teams tab of Configure Project now lists only the teams on the project, with no tick boxes. Turning a team on or off for a project is done by your ActivityExchange Administrators. (AE-General #319)
• Mobile
  • Fix: after you switch to a team on another project, the app loads your user for that project. It used to keep the one from the first project, so an adhoc you raised was not assigned to you and "Assigned To Me" did not show your activities. (AE-General #765)
  • New: scanning the QR code on an activity PDF, or tapping an ActivityExchange link in a message, opens that activity in the app. If you are not signed in, or are on another project, the app asks you to switch first. Links now have one shape in every app, and a notification's link matches the one Desktop copies to the clipboard. (AE-General #1169)
  • New: an ActivityExchange link is now a web address, https://activity.exchange/m/..., so it is tappable in an email or a message. On a phone with the app it opens in the app. Without the app, or on a computer, it opens a page that offers the web portal, ActivityExchange Desktop on Windows, and the app store. (AE-General #1170)
• Website
  • Behaviour: the Downloads page offers the current release only. Install sets ActivityExchange up for you on Windows, and the .MSI is there for PCs that block that kind of install. Downloads for the previous version are on their own page, linked at the bottom.
  • Improvement: the Support Centre has been rebuilt. Each heading has its own page with a tile for every article, and each article shows where it sits in its heading, with links to the one before and after. An article that covers both apps has two tabs at the top, Windows Desktop and Android and iOS, so you read the steps for the app in your hands, and the next article opens on the same tab.
  • Improvement: the Support Centre article page is cleaner. "On this page" sits beside the article, the numbered steps are quieter, and pictures are shown smaller: click one to see it full size. "Before you start" now says who the article is for, and the steps follow straight after it. The Android and iOS tab of every article now has its own pictures, taken on a tablet, so you see the screen in your hands.

• Dashboards
  • Fix: once a Team Leader approves an activity that needs checking teams, the team dashboard shows it under "Awaiting Sign-Off", the same name Project Control sees. It no longer says the activity is waiting on Project Control while it is still with the checking teams. (#621)
  • Fix: Recent Activity shows the right age for each event. An approval made a minute ago no longer reads "8h", and events from two hours ago no longer read nine or ten hours. The day headings use your local time too, as the Change log already did. (#619, #693)
  • Fix: Recent Activity names the real move. A tablet submit from Assigned to Requires Checking reads "submitted it for checking", instead of "moved it to In Progress" when the activity was already there. (#619)
  • Fix: changes to the execution team, the team members or a member's category name the person who made them. Recent Activity no longer reads "User 100018 changed the execution team", and the Change log on the History tab no longer reads "No user found assigned the execution team". (#691, #692)
  • Fix: on the Teams Overview tab, a team's spreadsheet shows the filter its rows were built with. A sheet opened while the filter was "Due within the next 25 days" no longer has a Filter chip that reads "All". (#683)
• Activity Details
  • Fix: "Open all N" on a Change log entry opens the activities from that change again, on the Desktop and in the web portal. It used to fail with a server error, so an entry such as a bulk close of 247 activities could not be opened. (#630)
• Spreadsheet
  • Fix: in the dark theme, spreadsheet rows turn dark with the rest of the app. The rows used to stay white, so the activity names in light grey were almost unreadable. A ticked row and the attachment badge follow the theme too. (#680)
  • Fix: "Open in new Spreadsheet" is offered when one activity is selected in the tree, as it is on a spreadsheet row. It used to need two. If the sheet cannot open, an error says so instead of nothing happening. (#685)
  • Fix: a sheet of hand-picked activities says when one of them has been deleted. After Refresh it shows the rows that are left with a message such as "1 of the 2 activities you picked no longer exists." The count now reads "1 activity" rather than "1 activities". (#687)
  • Fix: when a spreadsheet cannot be built, it shows one error that gives the reason. It used to show two confusing messages and an empty tab. (#630)
• Scopes & Reporting
  • Fix: a right-click in the Scopes tree acts on the row you clicked. Open Spreadsheet, Scope To This, Rename and Delete used to act on the first scope selected earlier, which could open or delete the wrong scope. As in Explorer, a right-click outside the selection selects that row alone, and a plain click on one of several selected rows keeps just that row. (#688)
• Configure Project
  • Improvement: the Teams tab lists the teams on the project first, then the other teams in your organisation, each A to Z, and says how many are on the project. The number beside an enabled team is labelled as its activation code. (#622)
  • Fix: the Teams tab and the team picker showed no teams on projects whose teams were made before September 2026 as External teams, or set up by a script. Teams of every kind now show in both.
  • Fix: Export on the Project access tab writes one row for each project member and each team member. It used to save a workbook with the heading row only. If the report cannot be made, a message says so and no workbook is saved. (#664)
• Types of Activities
  • Improvement: the Teams tab of the activity type editor is simpler. Each chosen team is a row with a cross to remove it, and "Add team…" sits under the list. Sign-off teams are numbered in the order they check, and a right-click moves one up or down. Required qualifications are one quiet line, and Sync is now the "Apply to existing activities…" link.
  • Improvement: an empty list on the Teams tab says what happens without a team. For example, a type with no sign-off teams says that the execution team's leader approves, then the Project Controller gives final approval.
  • Improvement: an ad-hoc type can get several execution teams in one go, since each one is a team that can raise it. A planned or recurring type has one execution team, and its row reads "Choose team…" and then "Change team…".
  • Fix: sign-off teams open in the order they were saved, so the checking order on screen is the one that runs.
• Team picker
  • Improvement: the Select execution team and Select sign-off teams window is a small dialog that fits its list. It asks one question at the top, has a search box when there are more than ten teams, and shows tick boxes when you can pick more than one. Teams already on the type are marked "already added".
  • Fix: an empty picker says why. It usually means no team is ticked on the project, so it reads "No teams are enabled on this project. Tick the teams you need in Configure Project, Teams tab." If the teams cannot be loaded, it shows the error.
  • Fix: "No team" could hand back the team you had clicked before pressing it, and Ok with no team picked acted as "No team", which took the execution team off the activities. Ok now stays grey until you pick a team, and "No team" always means no team.
  • Fix: when you raise a new activity, Cancel no longer clears the team you had already chosen.
• Web portal
  • Fix: the Overview keeps the tree and the states you chose when you go to Search and come back. It used to return to the first tree with every state ticked. Your choice lasts until you open another project or team, as on the Desktop. (#526, #696)
  • Fix: the Filter chip says when some states are hidden, such as "All, 6 of 7 states shown", in the same words as the Desktop. It used to read "All", so a filtered view looked unfiltered. (#695)
• Mobile
  • Fix: in travel mode the Adhocs tab lists the same templates it listed online. It used to add other types of activity and a card with no name. Tapping a template offline now says that raising a new activity needs a connection, instead of opening an empty page. Prepare the team for travel again after updating, because a team prepared on an older build shows no templates offline. (#598)
• Toolbar
  • Improvement: the toolbar no longer shows the environment badge. The connection chip names only the data store the open project reads, "Connected: dad" or "Connected: Kedge", or just "Connected" before a project is open. Its tooltip listing every endpoint is gone.
• Other
  • Fix: the server no longer keeps its working tables after a spreadsheet or scope is closed. They used to pile up on the server for the rest of the day. (#689)
  • Fix: opening the team member picker, Team Members or Project access no longer saves a record for every member it lists. Removing someone from a project or team now removes that record as well. (#690)

• Activity Details
  • Improvement: the header reads as a sentence. The first line is the type and name of the activity, such as "ITR: RDOC-0017830". The second says where it sits, as the two nearest folders in order, with the full path in a tooltip. The type of activity sits as quiet text at the right end of the tab strip and still opens its designer.
  • Improvement: the teams an activity passes through are a stepper across the top of the Work page. It is the first card and scrolls with the page. Team names wrap and are never cut short. The status chip, the current step and its outcome share one colour, so "Escalated · with Project Control" reads the same everywhere.
  • Improvement: attachments are one-line rows with a file badge, the size, and actions that appear on hover. Data sections come first, with Attachments and the status card in a side column, and the page has one scroller.
  • Fix: a right-click in the Components list selects the row under the pointer before the menu opens, so Raise New Activity acts on the component you pointed at, not the one selected earlier.
• Types of Activities
  • New: Attribute Sets. A set is a named, ordered bundle of attributes that a type of activity takes as one unit, that many types can share, and that a type can repeat. Choose "Add attribute set..." in the attribute library's menu, or "Edit attribute set..." on a set. The window shows one set: its name in the title bar, remove and reorder on each row, an Add attributes row, one line of Usage, and Delete set. A change to a set is applied to every type that uses it, after a preview of what will change.
  • New: Comments on an attribute set. Tick "Comments" where a set is placed on a type and people can write a comment against that set on each activity. Turning it off warns first, because the comments already written are archived.
  • Improvement: the attribute library is a folder tree instead of a Category list. Make folders, drag attributes between them, and find things where you put them. Each folder lists folders first, then sets, then attributes, each A to Z.
  • New: each section in the template designer has a "Columns" setting: Auto, 1, 2 or 3, the most columns the section's fields may run in. Desktop and the web portal flow the fields across, the PDF uses at most two. The setting is saved with the type and carried by export and import.
  • Improvement: an attribute's Usage counts every type of activity that carries it, including a copy of it inside a set.
  • Fix: deleting a type of activity removes its attribute-set placements as well, so a set used only by that type can then be deleted. (#662)
  • Fix: in the attribute chooser, a folder with some of its children ticked shows a dash, not an empty box. (#661)
• Spreadsheets
  • Fix: Save and the bulk status buttons act on the rows you ticked. They no longer create a new blank activity for each ticked row. (#663)
  • Fix: Export to Excel writes dates as Excel dates showing the date only, with no stray time. Ids, day counts and number fields are numbers, so they sort and add up. A Yes/No with no answer is left empty instead of showing FALSE. (#676)
  • Fix: Generate PDF Report keeps the rows you ticked, and the PDF and Save Report Format dialogs no longer carry titles over from another sheet. (#675, #677)
  • Improvement: the PDF dialog warns when columns will not fit across the page, names them, and suggests a page size or scaling that fits. (#678)
  • New: the sheet shows a "PDF page edge" line. Columns to its right will be cut off in the PDF. The line moves as you change the page size, margins or scaling in Generate PDF.
  • New: double-click a column's right edge to fit it to its contents, as in Excel. Right-click a column heading for Auto-fit Column Width or Reset All Column Widths. A format saved after a reset opens with every column fitted, and the Activity column opens at the width Auto-fit would give it.
  • Fix: columns keep the width you set when you narrow them, sort, refresh or reopen a saved report format. The Activity column's width and sort come back too. (#668, #669, #670)
  • Fix: Apply Report Format keeps the sheet's own scope, and Open Spreadsheet on a saved scope works again. (#667, #672)
  • Fix: a sheet whose scope includes a permanently deleted activity no longer shows 0 activities. (#666)
  • Fix: the team, comment, attachment and milestone columns show "&" as typed instead of "&". A second sort no longer blanks the grid, and blank cells sort last. A format saved from a sheet appears in the Reports tree at once. (#671, #673, #674)
  • Fix: team member names with "&", "<" or ">" show as typed in the team-member pivot and in the Assigned Team Members column, and that column shows names instead of "(unknown)".
  • Behaviour: the PDF dialog no longer offers "Add a link for each activity?". It never added links. A column too narrow to read prints its heading and nothing under it, instead of one letter per line, and the dialog names those columns.
• Scopes and Filters
  • Improvement: in the Filter panel, "Due in" and "Overdue by" are a range of days that includes both ends. Dates are checked as you type. When a number is refused the panel stays open and says why, and reopening it shows the values you set. The caption reads "Activities due between 26 Oct 2026 and 2 Nov 2026".
  • Fix: "Overdue by at least N days" always came back empty. It now lists the overdue activities.
  • Improvement: the Scope and Filter chips name up to three folders, then say "Scoped to N folders". "6 of 7 states shown" appears only when the ticked states differ from the default for your role. The Filter chip has a Clear button.
  • Behaviour: in the Scopes tree you cannot paste across trees or into a folder's own branch, and the message says so plainly. Current Scope, Current Selection and Timeline offer only the actions that work on them, and Open Spreadsheet says when it cannot open. Current Selection follows what is selected right now and is greyed, with a hint, when nothing is.
  • Fix: the Save dialog refuses a blank or duplicate name with a message under the Name box. The preview is read-only, and the Content and Page Options tabs are hidden when saving a scope.
• Pivot Tree Configuration
  • Improvement: the window is one page with the levels first. The name is the title, the description a quiet line under it, the level cards fill the body with Add Level beneath them, and the counts, reference and a History link sit in the footer. History opens in its own small window.
• 3D model
  • New: a "3D model" item on the left rail, for projects with 3D turned on in Admin. It shows the model with every element coloured by its signed progress: not started, in progress, done, or no activities. Click an element to see its progress and open its activities. The "As at" date shows the picture on an earlier day. It uses your Desktop sign-in; there is nothing else to sign in to.
• Windows and dialogs
  • Improvement: Create New has been rebuilt. Name rows grow as you type, Enter moves to the next row, and a pasted list fills the rows. It says where the new items will go, the button states the count ("Create 3 folders"), and a name typed twice shows a warning.
  • Improvement: short prompts and pickers such as Rename, Set Team Colour, Select Report Format and Select Date have a white body over a pale footer. Configure Team has a gear icon. Set Team Colour and Edit Qualification put Cancel before OK.
  • Improvement: the light theme's background is a cool grey instead of warm stone. The dark theme is unchanged. The web portal matches.
• Web portal
  • Improvement: Project Selection in the web portal now matches the Desktop dock. Your projects sit in a list on the left with the project and asset on each card. Click a project and its teams unfold on the right; click a team to open it. On first use nothing is chosen for you.
  • Improvement: the project list is headed by your organisation. Click its name to switch to another, or to all of them. With one organisation the heading is just the name.
  • Improvement: the portal remembers the project and team you opened last in this browser. Next time, that project starts in focus with a "Last opened" marker, one click from its team.
  • Improvement: Project Selection fits a phone. On a narrow screen the list is one column and the teams unfold beneath the project you tap.
  • New: "Progress in 3D" on the Project menu, for projects with 3D turned on. It is the same model, legend, element pick and "As at" date as the Desktop.
  • Improvement: Activity Details lays a section's fields out in the columns its type allows, narrowing to fewer columns on a smaller window.
• Mobile
  • Improvement: the team picker now lists your projects, one card each, headed by your organisation. Tap a project and its teams unfold beneath it; tap a team to open it. The project you opened last starts unfolded, so the usual case is one tap.
  • Improvement: with more than one organisation, tap the heading to switch between them, or to all of them.
• Installing
  • Behaviour: the .MSI download is now named AE-Setup.msi for every build. The version is inside the package.
• Other
  • Improvement: the ActivityExchange logo has been refreshed. The wordmark is redrawn in its original typeface and "Exchange" takes the deeper blue of the arrow, so the logo reads the same on the website, the web portal, Desktop, Mobile and in exported PDFs.

• Project Selection
  • Improvement: Project Selection is now a dock. Your projects sit in a rail on the left, with only the project, asset and client on each card. The project you opened last time starts in focus, unfolded on the right with its teams in one column. Click another project to bring it into focus. On first use nothing is chosen for you.
  • Improvement: the project list is headed by the organisation. Click its name to switch to another organisation, or to all of them. It starts on the one you used last. With one organisation the heading is just the name.
  • Improvement: Project Selection closes from an X in its title bar, like every other window. The Cancel button at the foot is gone.
• Activity Details
  • Improvement: The Change log on the History tab is now a timeline. Each entry reads as one line, such as "Rachel Wong changed the status", with the state change in words beside it. Days are headed once, a comment shows only when someone wrote one, and a strip at the top shows each state the activity has been through. The Activity PDF uses the same layout.
• Configure Teams
  • Improvement: A team gets its record on the project as soon as it is enabled, so a team leader can open a newly enabled team straight away.
• Dashboards
  • Improvement: The Teams Overview tab is now an executive view instead of a pie chart per team. Headline tiles show how much work is in scope, how much has no team yet, how much is approved, and what is waiting on you. A table lists every team with a progress bar by state, its approved share, what it is waiting on you for, and where its work currently sits. Sort it by workload, by what needs attention, or by how complete each team is, and open any team or any waiting list straight into a spreadsheet.
• Linked items
  • Improvement: The details of a linked item, such as a drawing, a door or a cable, now show each value the same way an activity's data does. A yes/no value is a tick box and a date uses your usual date format. A linked item can also hold the other kinds of value an activity can, including links, amounts, times and pick lists.
• Types of Activities
  • New: Each section in the activity template designer has an "Exclude from PDF" tick box. A ticked section is left out of the Activity PDF and still shows on screen. The setting is kept when a type of activity is exported and imported.

• Installing
  • New: A Windows Installer (MSI) package is available for PCs whose security policy blocks the one-click install. It is signed by ActivityExchange and installs the same app. Ask us for the link if you need it.
• Schedules and Primavera P6
  • New: Percent complete in the P6 progress export can now be weighted by activity state, so work that is submitted or accepted counts for more than work that has only started. The weights are set per project.
  • New: Activity due dates can be filled in from the work package dates in your schedule. Right-click a work package in the schedule to apply its dates to the activities under it. Dates you have set by hand are kept.
• Performance
  • Improvement: Dashboards, tree views and activity lists open much faster on very large projects.
• Linked data
  • Improvement: The linked data for an activity now shows where the linked item sits in its hierarchy, along with files inherited from the levels above it. This applies to the Desktop app, the Web Portal and the mobile apps.
  • Improvement: The Desktop app's activity details window is one page again. The header reads like a sentence, the activity on top and the thing it is about (a door, a cable, a drawing) underneath, and four tabs say what you can do: Work, About, History and Plan. Attachments on the Work tab show the activity's own files and the item's files together. Nothing on screen names the data store any more.
• Other
  • Improvement: The Change Log lists events in the order they happened.
  • Behaviour: The Internal and External team types have been merged into one General team type. Existing teams keep working as before.

Version 2 is a rebuild of ActivityExchange from the ground up. It keeps the way of working you know: projects, teams, activities, sign-offs and spreadsheets. Underneath, everything now runs on one shared platform, so the Desktop app, the new Web Portal and the new mobile apps all see the same data and behave the same way. This first beta is for early adopters. Please send feedback through the usual support channels.

• Getting started
  • New: Version 2 installs side by side with version 1. Both can stay on the same PC and both keep working, so you can switch between them while you get used to the new version.
  • Improvement: Version 2 runs on the latest Microsoft .NET platform (.NET Desktop Runtime 10). The installer will prompt you to install it if it is not already on your PC.
  • Improvement: Links to activities (the links you receive in emails and notifications) now set themselves up the first time you open the app. No separate installer step and no administrator rights are needed.
  • Behaviour: You sign in exactly as before, with the same account. Nothing changes about who can see what.
• Desktop
  • Improvement: A refreshed look across the whole app, with a consistent light and dark theme on every screen.
  • Improvement: Raising an activity now opens a single streamlined window from the toolbar. Search for an activity type, pick from your recently raised types, and fill in the details, team, comments and email recipients in one place. You can raise several activities at once by separating the descriptions with semicolons.
  • Improvement: Spreadsheets now accept files dragged straight from Windows File Explorer onto a row, and Excel exports write real dates and numbers so they sort and format correctly.
  • New: Documents filed against a folder now show on everything underneath that folder. Attach a drawing or a datasheet once, at the equipment type level, and every item of that type sees it.
  • New: Primavera P6 exchange now works both ways. You could already import a P6 schedule. You can now export progress back out of ActivityExchange: each linked work package’s percent complete, actual start and finish, and status are worked out from your sign-offs and saved as an updated schedule file or a spreadsheet for your planner.
  • New: A Schedule view shows the planned window for each work package, for projects that use work breakdown structures. It appears automatically on projects set up for it.
  • New: An Operations and Maintenance dashboard, with ageing and forecast views, for projects set up for maintenance work. It appears automatically on those projects.
  • Preview: Earned Value and Dependency Mapping are included in version 2 but switched off by default. Ask us if you would like them enabled on your project.
• Web Portal
  • New: Version 2 introduces the ActivityExchange Web Portal. Sign in from a browser with your usual account, pick a project, and work without installing anything.
  • The portal gives you a project overview, full activity details (summary, data, files, alerts, change log, work history and linked data), search, read-only spreadsheets, and the Raise Activity wizard.
  • Team leaders can switch the overview between “Assigned to me” and “Entire team”, the same as on mobile.
  • Access requests and notification preferences can be managed from the browser as well as from Desktop.
  • Behaviour: Some tasks remain Desktop only for now, such as setting due dates and project configuration. The portal will keep growing.
• Mobile
  • Coming soon: The version 2 mobile apps for iOS and Android have been rebuilt from scratch. They cover the day to day work: browsing and updating activities, submitting work, notifications, search, barcode scanning, linked equipment data and working offline.
  • Behaviour: When the new apps are released they will arrive as an update to the existing ActivityExchange app on the App Store and Google Play. Until then, beta builds are available to invited testers only.
• Scheduling and due dates
  • Behaviour: Every activity now has one due date, shared by everyone who can see it. In version 1 different teams could hold their own due date for the same activity, which led to confusion about which date was right. Version 2 keeps a single date, so what you see is what everyone else sees.
  • Behaviour: Recurring activities and the twelve month forward view are driven from the same single date, so they always agree with what is shown on the activity.
  • Behaviour: Team specific work breakdown trees have been replaced by one shared schedule per project. If your project used per-team breakdowns, please talk to us about how your schedule will look in version 2.
• Notifications
  • Improvement: Notification preferences are saved reliably and the app confirms the save. Previously the first attempt to switch a notification type off could silently fail.
  • Improvement: Mobile push notifications now arrive even when the app is fully closed, not only when it is open in the background.