Proarc 7.4 FP2: Search Performance, Workflow Efficiency & Planning Activities

We’re excited to share details for the upcoming release of Proarc 7.4 Feature Pack 2, available June 2024. This release will boost productivity for document controllers and workflow participants and add flexibility for planners when managing and tracking activities in Proarc EDMS.

Our latest feature pack's highlights include:

• Improved efficiency for creating and operating workflows
• Faster searching for document profiles in our Desktop app
• Enhanced package configuration and tracking for the Proarc Planning add-on

More Efficient Workflow Interaction

We’ve been listening to your suggestions on how to accelerate workflow start-up and interaction with workflow activities. Workflow pages will be presented in separate tabs in the Web and Desktop apps—in place of the inflexible pop-up modal windows—to display more information without scrolling and to enable toggling between in-progress workflow tasks, document lists, and document profiles. The Desktop app also displays the Workflow menu for quick access to workflow functions.

Figure 1: Separate tabs for Workflow Details, Documents, and Recipient Lists*

Taking this a step further, we’re introducing functions to support bulk copy and paste of document numbers from a search document list to a workflow document list. This will replace the inefficient one-by-one loading of workflow documents and mitigate the risks associated with manual processes.

Figure 2: Copy and paste process for adding documents to workflow*

In addition to this, we’ve boosted performance in the workflow pages for faster loading of document lists and recipients.

Figure 3: User Experience and Performance Improvements for Workflows in Desktop app*

Additional enhancements will be included to improve workflow efficiency for users. Some of these highlights include:

• Support for up to 3000 documents in a workflow
• Removed system-generated activity IDs for Proarc users in the workflow recipient list
• Update revision statuses for documents included on workflows automatically and appropriately when a workflow is saved (i.e., revision statuses changed to Issued, etc.)

Faster Document Profile Search 

Proarc 7.4 FP2 also makes searching faster for Desktop app users. Flattening of permissions and improved information storage in the database positively impact document profile search capabilities for normal search and quick search with indexed attributes.

FP2 will undergo additional performance testing, and we will share details on performance improvement in the release documentation.

Package Support for Proarc Planning

We’ve also enhanced package/activity support for our Planning add-on. Packages—sets of documents grouped for progress measurement and tracking—can now be created, edited, deleted, and searched in the Proarc Desktop app.

Figure 4: Package Grid for Proarc Planning add-on*

Capabilities for Proarc users in this grid include:

• Ability to directly update information in white cells in the grid, such as Planned dates, Weight, etc. 
• Ability to copy-paste package data into the grid, including milestone chains
• Ability to import packages directly from exported Primavera P6 activities
• Adding up to 500 packages to one operation
• Interactive sort/filter/search functions on the package grid (e.g., filter packages by the person responsible to better manage package activities)
• Automatic loading of new packages upon creation into the tree view which can be opened in a separate tab

More Information

Proarc 7.4 Feature Pack 2 includes several other developments and enhancements in addition to what’s listed above. A comprehensive list of changes included in this release will be published in our release notes. Get in touch with us through customer support if you’d like more information prior to the official release.

*Concept screen - subject to change in released product