360 Portal Overtur Estimate and Order Restricted Product Access Management

What's New? DCO Web

  • Updated

What's new for Overtur on web?

  • 6.26.25

  • Release Notes
    New Features and Enhancements

    • Technical Updates

 

  • 6.4.25

  • New Features and Enhancements

    • Unlimited Character Count: Expanded Project Documents and Notes fields to support unlimited characters, allowing users to include detailed information in reports.
    • Improved Hover Messages: Updated hover text in the DCO for clearer guidance, helping users understand next steps both inside and outside projects.
    • Map Data Management: Enabled the delete option for openings in the map data screen, simplifying data cleanup for users.

 

  • 5.20.25
  • Demo Projects:  - **For Internal users** (More info to come on new approach for Customer Onboarding)
  • Right Hand Fly Over now available! (Check out this article for more info)
    • Note Center
    • Demo Project Guidance
    • Project Details

    •  

      • Improve map data process to detect document formatting concerns

       

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      • Mapping Enhancements
        • Revision tag field: Overwrite or Append option added
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      • Revision Tag field added to Revit Retrieval filtering table

       

      • Door by Door Report Enhancements
        • Resized Text Boxes for documents & notes
        • Enhanced location context per opening for Inside and Outside Room locations
      • CRM Integration Enhancements
        • Internal Request Access: When users click the Overtur button for an opportunity that already exists in Overtur, but they are not part of the project, they will be redirected to a Request Access screen.
        • Sync CRM Data Button: A new button has been added to the Overtur project summary dashboard. If there are updates to the project summary in the CRM, users can click this button to automatically sync the updates with Overtur.
      • BUGS
        • Empty columns and rows detection when mapping
        • "Go To CRM" link updated when creating a design project in Overtur
        • Re Render dialog not open inside Plan Viewer

 

  • 4.11.25

  • Release Notes
    New Features and Enhancements

    • Plan Rendering Reliability: Expanding the ability to render a plan again without re-uploading the document. This functionality will be available in the Plan tools area inside of View Plans or from the Plan list screen.
    • Efficient Data Mapping: Optimized mapping for large data imports, minimizing timeouts and improving performance.
    • Overtur Project Creation Easy Button: Integrated the Overtur Easy Button within Global Dynamics CRM to streamline project creation. This feature allows internal users to:
      - Create a new Overtur Design Stage project directly from a CRM Opportunity if one does not already exist.
      - Navigate to an existing Overtur project linked to the CRM Opportunity.
      - Ensure CRM remains the source of truth for project summary details and update

    Bug Fixes

    • Opening Hand Value Correction: Fixed incorrect display of opening hand values, ensuring accurate information in Opening Information.
    • Pin Location Offset Issue: Resolved an issue where pins appeared offset or invisible after initial plan rendering in Overtur DCO Web.
      - Added a "Pin Location Settings" option in the rendering settings to address pin placement issues.
      - Users can now re-render plans with the "Pins are offset or not visible?" checkbox enabled to correct pin alignment.
      - Improved rendering logic ensures accurate pin placement on plans, reducing manual adjustments and improving user experience.

 

  • 1/23/25

  • New Features and Enhancements

    • EML File Management: Directly upload .EML files to Overtur, eliminating manual conversion and streamlining project communication.
    • Wildcard Search in Plan Tools: Utilize the "=" wildcard for more precise search results within plans, enhancing search accuracy and user experience.

    Bug Fixes

    • Excel Report Disclaimer Fix: Resolved issue with missing disclaimers in Excel reports with pricing, ensuring all necessary information is correctly displayed.
    • Close Icon Visibility: Fixed the issue where the close icon was not displayed for the Mass Check/Uncheck option in Audit Specification, ensuring all interface elements are visible and functional.

 

  •  12/12/24

    • New Features and Enhancements

      • Horizontal Schedule Report Sorting: Sort reports by Level or Area for easier navigation and clarity.
        A screenshot of the sorting capability for Horizontal Schedule Report

      image

 

  • 11/20/24

    • Print Plans / Use Plans Offline (Here is an article for more info)
    • Merge Opening data to maintain the history of the opening (Here is an article for more info)
    • Show Opening Schedule when viewing an opening (see below)
    • Support form enhancements
  •  10/17/24
    • Support Team Tool Enhancements
    • Removed "Feedback" from Settings Option List
    • Publish Spec data fix for Status & Deliverable Fields

    • Improved collaborator invite process to prevent duplicate invitations and ensure accurate user additions

       
  •  10/9/24
    • Non Release update: Static Specification Report "08 71 00 Door Hardware" content updated to match Semi Automated spec content
  • 9/24/24
    • Export Punch data on Published Projects 
    • (Beta) Keying Consultant role removed, functionality added to Hardware Consultant Role
  •  9/12/24
    • Enhancements to Door by Door Report 
    • Remove Migrate from Spextra Button (No longer supported) 
    • Keying Category title update in Side Navigation 
    • BUGS 
      • Unable to generate a Cut Sheet Report based on certain criteria 
      • OPT ID visibile in Side Navigation for External Users 
  • 8/29/24
    • Hide Side Navigation settings added in Preferences
    • Allegion ID/Opportunity # added to Side Navigation
    • Door by Door report enhancements
    • Full Audience
      • Reviewers can NOT delete files
      • Technical updates
      • Beta
        • Work with digital plans offline/ Print plans
  •  8/15/24
    • Plan rendering enhancements
    • BUG: Filtered data was remaining filtered when a user switched Saved View
  • 7/30/24
    • Door by Door Report Updates for ANZ
    • Performance enhancement for high volume anchor conversions

 

  •  7/18/24
    • Remove Side Navigation On/Off Toggle
    • Default Plan Selection for View Plans added. Check out this article for more information!
      • View Plans added to Preferences to Opt Out of Default plan view
    • Guidance Messaging added when using Project Links
    • Location field added to Site Survey Report (Excel)
    • Frame type added to Door Schedule Report
    • Design, Construct & Operate language update
    • Reprice in Manage Versions added to Construct & Operate Stage
    • BUG
      • Selecting Opening Pill in a note authored by others does not navigate to opening

 

  •  06/25/24

     

    • Stages Full Launch to General Audience
    • Side Navigation Full Launch to General Audience
    • Added visual for published projects to project dashboard
    • Phase, Deliverable & Status Field Updates

 

  • Release Notes for 06/13/24 Release

     

    Side Navigation (BETA)

    • Project Search in Side Nav
    • Inserting Side Nav
    • Main proj dashboard and side nav functionality
    • Project dashboard updates
    • Release Banner updates for Side Nav
    • Enable Side Nav for Maestro (beta group)

    Stages (BETA)

    • View Submittal Cut Sheets with a submitted product
    • See Survey Data in a stage from another stage
    • Column setting update when viewing stage within a stage

     

    General Audience

    • LCN Typo in Manufacturer Legend for spec report
    • Versioning fields no longer required to version
    • Update Title change from Architectural Services Consultant to Project Manager
    • Language Change in Publish Screen

 

 

  • 6/4/24
  • Coming this Thursday 6/6/24: Stanley Access Technology Semi Automated Specification Report
  • For more info check out this article

 

  • 5/29/24
  • Side Nav Perc - Sneak Peak: Plan selection is now available  in View Plans

 

  • 5/2/24
  • Release Notes Web

    • Versioning & Publishing field updates, see article for further details

      Bug: Door Index Revision Recap report - Symbols were duplicated based on archived user history

      Bug: Spec Data analytics fix

      Bug: Default value was not selected in support form

    • For more info check out our article

 

  • 4/18/24

  • Release Notes Web

     

    • Search bar added to Activity Log
    • Column sorting match when copying track changes to a spreadsheet
    • Notification with Opt out option added for "Note assigned to me"
    • Features for external company admins to manage their teams (Case by case usage)
    • Email notification (required) added when company admin adds a team member to a project to notify the Project Owner (Case by case usage)
    • Enhancement to indicate which screen you're in for Opening Note vs Note Snippets
    • Technical updates
    • Qty Edit for submittal product quantities added for Stages (In Beta)

 

  • 3/07/24

DCO Release Notes

  • You can now choose to unsubscribe or decide when you receive Overtur Notifications for select emails:
    • When a project is created without help from Allegion
    • When a collaborator is removed from a project
    • File uploads to Share Files
    • Revit Retrieval export created
  • Cursor default in invite collaborator text box
  • Support team - Revit send/retrieve logs
  • Filter & choose doors when sending Revit data
  • ODS team - black out date management
  • Retrieval export guidance added when trying to send data on projects with Non Revit Openings

Bug Fixes

      • Snippet Manager text is offset in text field
      • ODS team - screen selection fix
      • Couldn't tell the difference between Current vs. Reference sets when adding hardware sets
      • Reference Hardware Set # not displayed in Door Index Report
      • No Allegion contact assigned when External user requests help from Allegion
  •  2/01/24
    • Technical Updates
      • A major technical update was required for system maintenance & management during our winter code freeze. While thorough testing of the system is done during this time, there’s always a chance for bugs to slip through. Please submit a support ticket for any issues and thank you for your patience while we iron out any kinks you may find.
      • Design standardization - required updates. - these items do not impact workflow or processes, but you will notice a slight shift in buttons and text throughout the application. We have a standardization process with Allegion we follow to maintain the system. If any area has impact on your experience with Overtur, please let us know! Either submit a support ticket or add input to feature requests in the resource center for non critical feedback.
  •  12/14/2023
    • Standards & Guides:
      • Added the ability to Migrate a project to a site
  •  12/07/2023

    • Punch Exports fix for BIM360, Plangrid & Procore

      Log deleted files in Activity Feed

      Revit retrieval fields added for static schedule

      Admin feature updates

    • Check out our Standards and Guides Update

      Owner Standards enhancements

    • Product warning enhancements

    • Bug fixes:

    • New Project creation error

    • Project Deliverable date match from main dashboard to project

    • Collaborator invites not showing up until you refresh

    •  

      Activity feed not loading properly

  •  11/07/2023
    • Technical Updates
  •  10/27/2023
      • Share Saved Views
      • Share Filtered Views
      • Punch Report Updates to split door and frame data
      • Punch tile refresh:
        • Updated Navigation
        • Add Door and Frame
      • Add "+" sign for quick add of openings, hardware sets, notes and products in view plans

 

  • 09/21/2023
    • Make Manage Symbols available to all users with an editor status
    • Default Project Owner permissions changed to Hardware Consultant with editor status when "No Help from Allegion" is selected during new project creation
    • Site Survey opening status in View Plans

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Comments

3 comments

Date Votes
  • EmilyTest2 Test2

    Nice! Looking forward to using the new features.

    0
  • Noah Smith

    Nice! These features are great!

    0
  • Brooks Ray

    A few minor updates for 9/5/24

    0

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