What's New In Paragon

Version 6.8.2

Revised: December 11, 2023

Changes in V6.8.2 (12/10/2023)

• SSO (Single Sign On) Option
• NEW FUNCTIONALITY. Paragon clients now have the option to have SSO enabled/enforced on a tenant-by-tenant basis.
  Paragon uses the OAUTH Open ID Connect standard (See RFC 6749 and 6750 for details). Using this standard, Paragon redirects the user login to the client-designated 3rd party service where users authenticate themselves. Paragon currently supports Azure Active Directory services, but in principle can support any well-known 3rd party Authentication service such as Okta or Ping Identity. Once authenticated, the 3rd party service redirects users back to Paragon for authorization and access to permitted data. A huge benefit is that Client-mandated policies for Password complexity & re-use, Multi-Factor Authentication (MFA), Authenticator app usage, etc. automatically also apply to Paragon.
  For more details, reach out to your Paragon representative. T11679
• Financial Forecasting
• Enhanced: Forecast Scenario, Step 2 UI ~ Export to Excel now has dynamic file naming to indicate when the export was done and which Scenario ID is included, for example: 2023_12_08_11_39_09__Forecast_CalculatedSpending_ID_86.xlsx. T12457
• Enhanced: Forecast Scenario, Step 2 UI ~ Export to Excel template adjusted for narrower column widths for improved visual presentation. T12457
• Resolved: Financial Forecasting UI ~ Deficiency Repairs/Replacement spending higher than requirement for the year. T12483
• Resolved: Budget Scenario & Forecasting UI ~ Inflation rate of root node used despite an override of inflation rate at a child node. T12477, T12481
• Work Item grid UI
• Resolved: The Export to Excel feature would generate a hidden additional sheet with unneeded values interfering with user macros. T12478
• Work Package grid UI
• Resolved: Users might see packages listed belonging to hierarchy nodes that the user was not granted access to. T12466
• Help page
• The Help page has been re-organized a bit to now include the What's New documentation to accommodate SSO-enabled clients who do not get to see the regular log in page where it continues to be dispalyed as well.
• Cost Catalog UI
• Enhanced: Using Export to Excel function, the Parent Code column now shows expected parent codes, and the UOM ID has been added. These changes were to facilitate ability for client to do bulk updates, and have Support process all changes. T12485
• User Administration UI
• Enhanced ~ As before, an account once created, cannot have the following attributes changed by Account Administrators:
  Email Address, First name, Last name and Affiliation. This is by design.
  If an administrator now attempts to change one of these, an informative message is now displayed:
  NOTE: Email address, name and affiliation cannot be edited here once account is created. If such a change is needed, you can either de-activate this account(from access to this tenant) and create a replacement account or contact Paragon Support with an account change request. T 12486

Version 6.8.1 L

Revised: Oct 10, 2023

Changes in V6.8.1 L (10/10/2023)

• Work Item UI, Cost Estimates upload
• Enhanced: Support for RSMeans-generated Assembly cost estimates as well as combo estimates that include both Unit cost estimate lines and assembly cost line(s). T12467
• Resolved: Users assigned to the 'Assessor' role are now able to upload cost estimates. T11741
• Work Package grid UI
• Resolved: WPs could be listed in the grid of hierarchy nodes that user does not have access to. T12466
• Resolved: Selecting a Package to View/Edit the WP could result in error: "entity is out of synch with its data" T12470

Changes in V6.8.1 J (9/24/2023)

• Work Package grid UI
• Resolved: User without access granted to all nodes was able to see all Work Packages of the client. T12446
• Work Item UI, Cost Estimation upload
• Resolved: Unable to upload a RSMeans-generated cost estimate from the Unit cost section. T12467
• Inventory Model UI
• Resolved: Issue when trying to use Run Model T12459.

Changes in V6.8.1 I (8/10/2023)

• Add Asset UI
• Resolved: When a user adds an asset and neglects to fill in all required values, there is no a clear red icon beside all the fields that still require entry. T12446
• Inventory Editor UI
• Resolved: ACM-related comboboxes were not populating their values. T12369
• Inventory Copy UI
• Clarified: The 'Copy Ratings' option has been adjusted to the following behavior:
  Direct Rating: Copies DCR, and if not rated, then the copy is not rated either.
  Date Last Rated: Not copied, instead the current date is inserted.
  Rated By: Not copied, instead associated with the user doing the copying. If not rated, then no association with a user.
  Rating Notes: Always copied as is. If blank, then the copied record is blank as well.
  Note that, as before, if the Copy Ratings checkbox is NOT checked, then none of these columns are written to.
• Inventory Listing UI
• Enhanced: To provide clarity, cells that are not editable in batch edit mode are displayed with soft-yellow background. Cells with white background are editable when in Batch Edit mode.
• Resolved: Photo count could be too high if photos had been deleted. T12422
• Cost Catalog UI ~ Export to Excel
• Enhanced: Export to Excel includes additional columns to facilitate bulk changes - Client, Client ID upfront and at the end, whether custom entry and the internal unique ID. Also using easier-to-read font. T12182
• Work Items UI
• Resolved: Inability to filter the 'Work Pkg' column on blanks, i.e. Work Item not assigned to a Work Package. Now in this case a placeholder '(None)' is displayed that users can filter on. T12455
• Work Package grid UI
• Enhanced: Added a new column option, '# Work Items' so that you can tell the number of active work items linked to the work package while in the grid, and do quantity-based filtering. The quantity is for T12141
• Work Package Editor UI
• Resolved: Work Execution Status did not load (when Status = Canceled) T12366
• Profile UI
• Resolved: In the File attachments section, the Edit icon did not respond. T12430.
• All Data Exports to Excel
• Enhanced; Now all Data Exports to Excel are produced in the XLSX format for consistency, deprecating the older XLS outputs.
• Requirements Analysis UI, Summary Export
• Enhanced: The name given to the Summary Export to Excel is no longer generic 'RequirementsAnalysisSummary.xls', but now includes the date of the report and Analysis ID number. This is for clarity and consistency with the Details Export. T12449
• Forecast Scenarios, Step 2 tab
• Enhanced: Unfunded items are now displayed is a pale shae of red to facilitate reading the black text T12429
• ParagonDC
• Resolved: Deleting a primary photo and replacing it with another resulted in 'File upload table not updated' error. T12402
• Resolved: Upload error when user uploads new photo(s) to inventory deleted in Paragon. T12398

Changes in V6.8.1 D (7/2/2023)

• Hierarchy Admin UI, Option to copy access rights to a new node
• New: Now when you add a hierarchy node, there is a checkbox that makes Paragon copy the parent node's user access to the new node. It is checked by default. If the user unchecks it and saves, then no user accounts are granted access just like Paragon has worked in the past. T11465
• Asset Summary Report (PDF/Word)
• Resolved: Line breaks were not reflected in the Summary and Histroy sections. T12443
• Resolved: 'Detailed Replacement Value' was shown as 'Direct Replacement Value'. T12432
• Clarified: Now, only the user-selected RV choice that is used for FCI calculation is displayed. T12432

Changes in V6.8.1 C (6/24/2023)

• User Management, Hierarchy Access Assignments
• When an administrator unchecks some of the hierarchy nodes for a user, parent node(s) are displayed with a blue square. Previously, these parent nodes were not accessible/visble to that user. Now these blue square parent nodes ARE displayed and accessible to users. T12348
• Inventory Listing UI
• Added 'Last Rated' to column chooser (view-only values) T12421
• Inventory Editor UI
• Date Inventoried field was tied to the record creation date, resolved T12418
• Date Inventoried value would have time portion truncated when anything else in the record was edited and saved. resolved T12394
• Inventory Add UI
• Resolved: If record not rated, then the date last rated should be blank/NULL T12416
• Inventory Copy UI
• Resolved: If 'Copy Ratings' not opted, should not copy any of rating-related values. T12376

Changes in V6.8.1 B (1/5/2023)

• ParagonDC Uploads and Downloads
• Resolved: Paragon's API has been adjusted to handle out-of-range values for Create Date caused by non-US region Date/Time setting on iPad. T12382
• Changed: Paragon's API has been adjusted to no longer provide data to ParagonDC during Asset download that isn't displayed or used in ParagonDC. The result is a significant decrease in time of 'Asset Download...' T12277
• Resolved: Paragon's API has been adjusted to not reject an asset upload if the facility was missing City.
• Resolved: Paragon's API has been adjusted to include Green Opportunity value from Paragon to PDC. T12371
• Profile UI
• Resolved: The CCI and CCI(100-1) values did not exactly match the numbers of the first year of Requirements Analysis. T12374
• Inventory Model UI
• Resolved: Certain situations could cause the Model generator to either fail or only generate a partial model. T12207
• Inventory Copy UI
• Resolved: The Copy feature copied over the inventoried date of the source; now the Inventoried Date is set to the date and time the user performed the copying. T12244
• Inventory Listing grid
• Added an 'Add' (Inventory) button and 'Export to Excel' button to the top of the grid. (the buttons at the bottom have been retained)
• Inventory Editor UI
• Resolved: Changing the Rating along with changing the date would not also capture the time of day.
• Add Inventory UI
• Resolved: If the 'Year Installed' is entered, upon Save, Paragon now warns if Year Installed is before Asset's Year Built.
• Work Items grid
• Added an 'Add' (Work Item) button and 'Export to Excel' button to the top of the grid. (the buttons at the bottom have been retained)
• Added 'Number of Records' indicator to the top of the grid. (still also listed at the bottom)
• Add Work Item UI
• The 'Status' field now auto-populates to Active.
• The 'Year Observed' now auto-populates to current year.
• Work Items Editor, Cost Estimate creation, manual
• It is no longer required to enter a 0 for all of the four cost types (Material, Labor, Equipment, Other) if there are no costs for one or more of these types. Paragon now auto-defaults blank cost cells to $0 for you.
• Resolved: Removed obsolete label and checkbox for 'Apply Conversion Factor'.
• Resolved: The text size of the Cost estimate notes section is larger, in line with other font size used.
• Work Items Editor UI
• File attachment (photos typically) could show a number rather than type, like 'Promary photo' T12370
• Work Packages grid
• Ability to delete a Work Package implemented. A Pop-up warns the user that any work items attached to the package will be unattached (but retained in the database).
• Added an 'Add' (Work Package) button and 'Export to Excel' button to the top of the grid. (the buttons at the bottom have been retained)
• Resolved: The optional 'Status Date' and 'Create Date' columns would display time rather than dates.
• Reporting
• Asset Data Export
• Changed: The Hierarchy column now shows the full hierarchy path of the assets rather than just the name of the hierarchy node that the asset is listed under. T12380
• Condition Assessment Report
• Added three columns: Year Built, Year Decommissioned and the asset_id. T12368
• Resolved: Inventory Data Export ~ Removed duplication of the UNIFORMAT II code in column F.
• Resolved: Work Package Data Export ~ Column header 'Year Observed' changed to 'EYO/P' (Earliest Year Observed/Planned).
• Requirements Analysis
• Resolved: Requirements Analysis ~ Step 2, Assets listed for selection no longer includes decommissioned facilities.
• Audit Logging
• Issue resolved where Assigning (or removing) a work item to a work package fails to record the user's ID for the Work Package (it did record it for the Work Item).

Version 6.8

Revised: November 9, 2022

Changes in V6.8

• Asset UI
• Optional new 'Synch Enabled?' checkbox, for clients opting to synchronize facility/inventory records between Paragon and an external CMMS. This option is enabled by tech support and, when offered, the Synch status can only be changed by users assigned to Account Manager role.
• Administration, Common Inventory Locations
• Issue resolved where an error message of 'Specified cast is invalid' would prevent user from adding/changing common inventory locations.
• Work Items grid
• Added ability to save grid layout, as well as revert to default like Inventory grid has.
• Work Packages grid
• Added ability to save grid layout, as well as revert to default like Inventory grid has.
• Issue resolved with Export to Excel function where optional columns added with Column Chooser would not export to Excel.
• Issue resolved where closing a Work Package would not also automatically mark associated work items as Completed.
• Reporting
• Inventory Data Export ~ Added inventory ID to facilitate QC & bulk updating.
• Work Items Data Export ~ Added work item ID to facilitate QC & bulk updating.
• Audit Logging
• Issue resolved where entries for deleted work items and/or deleted cost estimates would not show deficiency_id and/or deficiency_cost_detail_id.
• Issue resolved where, when deleting work items and/or cost estimates, the user who last edited the records was listed as users who deleted the record(s).
• Canadian metric market support
• Paragon source code & database schema have been reviewed and adjusted as necessary to support metric deployment in anticipation of extending Paragon to the Canadian marketplace Q4 2022.
• Asset UI ~ For facilities in Canada, now the provinces & territories are selectable form the picklist. All Canadian regions have geographic adjustment factor averages as well as factors for major Canadian cities.

Changes in V6.7.3

• Paragon API V1 for ParagonDC
• The API has been adjusted to stop transferring lists of values that ParagonDC does not use, resulting in a noticable reduction in delay of loading assets.
• File Uploads
• File uploads over 50MB, up to 100MB (max allowed) would yield a false upload warning of the max being 50 MB.
• Inventory
• Edit Inventory tab: This has been split into two tabs; the original and a new 'Add Inventory' tab dedicated to adding new inventory.
• Inventory Grid: We now ensure that Description, Comments and Rating notes are auto wrapped so their values can be seen in entirety to aid QC process.
• Copy Inventory: All copied inventory is marked as active evenif the source inventory was not active.
• Added User Fields and other desired fields to the Inventory Data Export Report.
• Added Barcode, External ID 1 & 2, CMMS ID, and Other Identifiers columns to the Inventory Grid.
• Analysis
• Fixed FCI analysis asset query to exclude future and decommissioned assets.
• Work Packages
• Fixed issue where cancelling a workpackage without work items wouldn't save.
• Fixed issue where auto work packaging wasn't working for some builds.
• Fixed issue where work packages with no work items would delete on updating and saving.
• Reporting
• Fixed issue where Inventory Detail report DCR values not displaying for both PDF and RTF editions.
• Fixed issue where Trade Narrative Description report ignored hierarchy node.

Changes in V6.7.2

• Inventory Upload
• Fixed issue where the Actual Year Installed was not being parsed properly.
• Fixed issue where a valid Asset could not be found if it was under a hierarchy node that shared the same name as another node.

Changes in V6.7.1

• Assets
• Fix saving not working for assets that are inactive.
• Inventory Editor
• Add asset number and name information.
• Change Burden Factor cell color to match other readonly cells.
• Fixed Direct Rating combo box not clearing properly.
• Fixed Next and Previous button not working in certain scenarios.
• Changing hierarchy or asset node selection now switches back to the Inventory Listing grid.
• Cost Catalog
• Fixed null cost values causing total to be null/empty in Cost Catalog grid.
• Fixed UI state not resetting in certain scenarios, causing UI to freeze.

Changes in V6.7.0

• Upgraded Grid Controls
• A number of issues related to Sizing, Ordering, and Filtering in the grid controls have been addressed to provide a smoother and more stable experience.
• The Inventory Listing, Work Item, Work Package and Cost Catalog grids now automatically expand to fill the screen as the page is scrolled down.
• Inventory Listing
• Batch Edit mode now supports saving DCR changes and custom inventory field values.
• Custom column layouts were being reset in certain scenarios. Save Layout and Revert to Defaults now function as intended.
• Inventory Copy
• This feature would not function as intended in certain scenarios. This is now fixed.
• Asset Data Export
• Now includes columns for Floors Above and Below Ground.

Changes in V6.6.4

• Paragon Data Collector — Inventory
• Comments, barcodes, and user defined field values were not being saved for new inventory records. This is now fixed.
• Profile
• The Profile page was erroring due to certain budget category configurations. This is now fixed.

Changes in V6.6.3

• Work Packages
• The Export to Excel button under the grid was not working and returned an error code. This is now fixed.

Changes in V6.6.2

• General
• Some users received a generic error message such as "Callback Request Failed" when performing certain operations in various grid controls. This has been fixed and the underlying cause is now displayed.
• Performance
• Additional performance enhancement tweaks have been made.
• Budgeting
• Budget Accounts & Categories that had been removed/deactivated were still visible in Administration > System Configuration Tables & Analysis > Budgeting. This is now fixed.

Changes in V6.6.1

• Assets
• An issue with the Audit Log subsystem was preventing Paragon from informing users that dependent items such as Narratives, Inspections, File Uploads, and GPS Points were still present and must first be deleted. This has been fixed and enhanced to include a note about dependent items to the warning prompt. Dependent items are now deleted automatically once the user has confirmed. Please note, any associated Inventory, Work Items, and Work Packages and their dependents must still be deleted manually.
• Inventory
• The Inventory Listing grid has been adjusted to allow more items to be displayed when an asset is selected versus than with a hierarchy node which remains the same as 6.6.0.
• The Asset Name column was missing from the Inventory Listing grid. This is now fixed.
• Some users were not able to Save Edits in Batch Edit mode. This is now fixed.

Changes in V6.6.0

• Performance
• The performance of several Paragon features has been enhanced including the Inventory, Work Item, Work Package, and Cost Catalog grids.
• Added a new Home page to allow making a hierarchy or asset selection before navigating to module.

Changes in V6.5.1

• Profile
• The Profile page metrics now exclude assets with a "Year Built" that is in the future as well as those with a "Year to Decomission" in the past.
• Reporting
• Made adjustments to prevent errors while running certain long-running reports.

Changes in V6.5.0

• Assets now support "Year to Decomission" which will exclude costs for consecutive anaylsis years.
• Work Items
• Added support for future "Year Observed" values.
• Added new "Year Planned" field.
• Reporting
• Added support for auditing Assets, Work Items, Work Item Cost Details, and Inventory.
• Analysis
• Updated analysis forecast requirements summarization with Active Assets, and TRV.

Changes in V6.4.4

• Reporting and Export Enhancements

Paragon now includes the ability to generate certain reports and Requirements Analysis Result Detail exports in the background. The following reports are available via this method are:

• Inventory Data Export
• Work Item Cost Detail Data Export
• Work Package Data Export

• Added Asset Filter

Paragon includes a new feature called the "Asset Name Filter". This helps you locate one or more assets in the Location Hierarchy Tree based on a filtered name search of the Asset Name. This is especially helpful for user accounts that have a long list of assets in their portfolio, or several levels in the hierarchy tree. The new field is located at the top left of the Location Hierarchy and is labeled “Asset Name Filter”. To initiate a search, simply type in all or part of the Asset Name you are looking for. Then hit Return. The filter is not case sensitive and does not require a perfect match. If there is a match, the Hierarchy Tree will be re-displayed and filtered to include only those Asset Names that meet the search criterion. Once displayed, users may select the Asset Name of their choice by highlighting the selection as in the past. To clear the filter, simply highlight the text in the Asset Name Filter field and hit Delete. The previous entry will be deleted. If you hit Return with no text in the Asset Name Filter and the cursor in the field, the Hierarchy Tree will re-display the full hierarchy list, fully expanded.

Changes in V6.4.3

• Inventory Listing: Added Location to Column Chooser, editable in Batch mode
• Asset Size/Quantity shows up to 2 digits after decimal mark
• Assets Data Export ~ Mission Criticality Index suppressed if not used (0)
• Various defect fixes based on client feedback and internal testing

Changes in V6.4.2

• Rebranded the application to Paragon
• XPParagon is now named Paragon
• XPParagon Mobile is now Paragon Data Collector, or Paragon DC for short.
• New URL: https://Login.ParagonCAPM.com
• Updated User's Guides for both Paragon and Paragon DC
• Support now available from Support@ParagonCAPM.com
• Public web site at: www.ParagonCAPM.com
• Inventory Interface:
• Added Batch Edit capability
• Added option to save Custom Column Layout
• Work Items Grid Interface:

All of the columns available with the Column Chooser control can now be exported to Excel, letting you have a quickly-customized report.

• Reporting enhancements
• Assets Data Export ~ More complete and robust
• Asset Property ID now a standard column in Excel data exports: Asset Data Export, Inventory Data Export, Work Item Data Export and Work Package Data Export.
• Work Item Details and Work Packages Items Interfaces

Changed column header 'Adjustment' to 'Other' to clarify that the input is an additional cost, not a multiplication factor

• Various defect fixes based on client feedback and internal testing