WebTMA 7 May 14, 2024 Release Notes SaaS

Executive Dashboard Enhancements

Summary: Based on the large number of requests from clients familiar with the v5 Dashboard functionality, we have added several enhancements to the v7 Dashboard. This results in a v7 Dashboard that has the best of v5 and the ease of use from v7.


Responsive Content. The contents grow or shrink with the size of the box and are centered within the box. Previously, the font was difficult to read because of the smaller size, and it had too much unused white space.

Pie Chart Legend. The legend was moved to the bottom from the right side. This allows the font to be larger and eliminates the cutoff that occurred with some configurations.


Ability to Create Wider Dashboards. If you want to display more controls on a single row and take advantage of larger monitors/screens, the Dashboard now provides a way to set the number of columns to display. This allows you to maximize the dashboard area and reduce or eliminate blank spaces on the right. To use this new feature, click Manage Tabs on the Action Menu and enter a number in the Columns in Layout column on the Tab Manager flyout. One column equals 150 pixels (px).

Bar Chart Labels. Bar chart labels are now displayed vertically by default. This eliminates the way horizontal labels overlapped, and many became impossible to read. With the move to vertical, we realized that large labels caused the label area to compress the bar chart area. To prevent this compression, we have set the maximum label length displayed to 20 characters. In the near future, we will add a configuration option that allows you to configure the label orientation (horizontal, vertical, diagonal).


Segment Color Highlights for Digital Controls. You can now define different colors based on the number returned in the control. This provides a quick visualization to let you know if everything is running optimally in your organization or if an area needs attention. As an example, if you have a control that displays the count of past due work orders, you can specify green for readings of 0-10, yellow when readings are between 11-50, and red for readings between 51-999,999. For the final range, be sure to select a value that can never be attained.

Refresh Frequency. With the last release, we introduced automatic refresh for Dashboard tabs that were checked. In the 4/30/2024 release, the refresh frequency was automatically set to every fifteen (15) minutes. In the current release, the refresh frequency has been changed to every five (5) minutes. In a future release, we will add configurability where you can better control the frequency of the refresh rate. While it does not auto-cycle through the tabs, this will be added in a future release.


Time & Attendance New Criteria

Path: Transactions > Time Manager > Time & Attendance

Summary: To allow you to review labor hours by Work Order Types or by Priority, new criteria have been added to the Time & Attendance query for WO Type and Priority.




When you add these new criteria, you can do the following:

  1. Click the Display Column sub-tab.
  2. Select Add Column.
  3. Check any of the boxes in the Display Column Selection.
  4. Save the Query with a unique name.

You can use the saved Query in a Dashboard based on labor lines, for example, ‘Number of Hours Completed by WO Type’.

UFI Export Date Now Uses 24-Hour Format

Path: Accounting > UFI > UFI Export Data

Summary: The date format has been changed from HH to HH24.


Some Oracle database versions were having difficulty processing the date/time format used by the UFI application. They required the 24-hour format. If you export UFI data to an Oracle Database, the new date format will be applied. SQL Server integrations remain unchanged.

UFI Segment Validation Feature Added

Path: Accounting > UFI > UFI Segment

Summary: The UFI Segment entry now checks to confirm that the account number entered is valid.  This helps avoid failures in the interface due to mistyped account numbers.


When you enter data for the account, the system checks to verify if it is a valid entry. If invalid, you are alerted.

Task Code Character Length Increased

Path: Organization > Task > Records

Summary: The length of Task Codes has been increased from a maximum length of 14 characters to 30 characters.


Several clients requested this change to make use of ASHRAE codes which can be up to 21 characters in length. We expanded to 30 characters to assure we had ample space to accommodate future Task Code configurations.

Alert Based Work Orders from BAS or BMS

Summary: WebTMA 7 now integrates with BACnet to communicate with Building Automation Systems (BAS) or Business Management Systems (BMS). An additional module is required to utilize the BACnet integration.


For TMA clients that have BAS or BMS in use, BACnet monitors the readings and can communicate alerts to TMA to trigger work orders when a BAS or BMS alarm occurs.






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