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30 مارس 2026 بواسطة
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Aconex March 2026 Update — Salma Sayed Newsletter
Monthly Aconex Update · March 2026 · Issue #08
📋 Monthly Release Update
Aconex March 2026
What Changed & What It Means For You
Plain-language breakdown of every update · Who it affects · What to do next
English + Arabic · salmasayed.com
ملخص تحديثات أكونيكس — مارس 2026 · بالعربي والإنجليزي

This month: 10 updates across Documents, Document Processes, Models, Insights, Field, Mobile, Cost, Lobby, and API.
The most important one started automatically — whether you were ready or not.

⬆️
Documents
Enhanced Upload — Now Mandatory for All Users NEW

Oracle has automatically switched every Aconex user to the new enhanced upload. This happened without user action — you did not choose this, it was applied to your account.

  • The new upload provides a modern, intuitive flow with flexible templates
  • The old classic upload is still available for a limited time — it will be retired in the coming months
  • It lays the groundwork for future improvements, including registering multiple file types under a single document
📌 For Document Controllers: If your team opened Aconex this week and saw a different upload interface — this is why. Train your team on the new flow now, before the classic upload is retired.
📋
Documents
One Upload Template for All Flows NEW

You no longer need to maintain separate Excel templates for each upload flow. One template now works across all of them:

  • Add or Update Documents
  • Add or Update Placeholders
  • Bulk Processing
  • Update Metadata Only

Download the template once from any flow — use it in all of them. The rules for each flow still apply (e.g. the file column is ignored when creating placeholders).

📌 For Document Controllers: Delete your old template library. Download the new universal template once and use it for everything. Significant time saving on large projects.
⚙️
Documents · Project Admin
Project Admins Choose Their Upload Template NEW

Project Admins can now decide which upload template format is used on their project — multi-sheet (one tab per document type) or single-sheet (all fields in one sheet).

Previously this was determined automatically by whether the project used project fields on document types. Now you choose.

⚙️ For Project Admins: Go to Project Preferences → Metadata Template in Uploads and Bulk Processing to select your preferred format.
📊
Documents · Improvement
Transmittal History Now Shows Sent Version IMPROVEMENT

The Transmittal History reports have been updated with version tracking:

  • Transmittal History by Organization — now includes Current Version and Sent Version columns
  • Transmittal History by Document — now includes Version Sent column
📌 For Document Controllers: You can now prove exactly which revision was transmitted to whom — critical for dispute resolution and close-out documentation.
📄
Document Processes · MEA & KSA1
Review Microsoft Word & Excel Files NEW

Document Processes now supports review of Microsoft Office files — Word (.docx) and Excel (.xlsx). Previously only PDF and CAD files could be reviewed inside the module.

  • Start a Document Process review for Word specifications and Excel data sheets
  • Pinning issues directly to the document is not yet supported for Office files — but general issues can be added to the issues list
  • Available on MEA and KSA1 instances
🔵 For All Roles: Engineering specifications (Word) and equipment data sheets (Excel) can now go through formal, tracked review — no more email attachments with comments.
🚫
Document Processes · MEA & KSA1
Control What Happens on a Rejection NEW

You can now configure what happens when a review step receives a negative outcome. When setting up each step in the Review Matrix, a new option allows you to complete (terminate) the review on rejection.

  • Available for both sequential and parallel review steps
  • Example: terminate the entire review the moment HSE rejects — no further reviewers waste time on a document with fundamental safety issues
  • Documents return to the originator with all pinned issues for revision
⚙️ For Project Admins: Configure this in the Review Matrix rule settings. Highly recommended for HSE reviews and client preliminary approval steps.
📐
Models
Standardized Units When Exporting Object Properties NEW

When exporting object properties from Models to CSV, you can now select your preferred unit system — Metric or US Customary. The system exports all linear, area, and volume values in your chosen units.

  • Column headers in the CSV clearly show the unit abbreviation (e.g. m², ft²)
  • Your browser remembers your preference unless you clear the cache
  • Eliminates manual unit conversion after export — reducing errors in downstream analysis
🟢 For BIM Coordinators: Particularly useful for cross-regional projects where the design team uses Metric but the client or contractor works in US Customary.
👥
Insights · Org Admin · Project Admin
New Project Participant Report NEW

A new report is available for Org Admins and Project Admins to manage project participants and identify active users. Requires the Download Project Participant Report permission.

The report shows:

  • All projects owned by your organization
  • All organizations participating on your projects — helps identify organizations to archive
  • All users participating on each project — helps identify hidden users in the directory
  • Users who have accessed Aconex in the last 60 days — identifies active vs dormant accounts
⚙️ For Org Admins: Run this report immediately after March 2026 goes live on your instance. Clean up dormant accounts, identify inactive organizations, and get an accurate picture of your user base before your next license review.
📈
Insights · Improvements
Filter by Custom Date Range + Track Inspection Assignees IMPROVEMENT
  • Custom date range filter — now available directly in the report editor and schedule editor (previously only when running the report)
  • Inspection assignees — new Assigned Organization and Assigned User columns added to the standard Field Inspection report
📌 Useful for HSE teams tracking who performed which inspection and when — now auditable directly from the report.
Field · Test Plans
Flexible Template Approvals for Test Plans + PDF Form Fix NEW
  • Associates can now select any configured organization (not only the project-owning org) to approve their test plan template — if no Administrators exist in their organization
  • Test Plan Administrators can configure the list of available approvers in project settings
  • New: if a PDF form has duplicate field names when uploading, the system now automatically corrects them rather than failing the upload
  • New: event log now available for safety observations — shows who did what and when for legal compliance
🟢 For Site Teams: The PDF form fix removes a common frustration when uploading inspection templates with duplicate fields from external sources.
📱
Mobile
Export Test Plans to Excel on Mobile + View Photo Location IMPROVEMENT
  • Export your test plans list to Excel directly from your mobile device — aligns with the web app functionality
  • Share a filtered view of test plans with stakeholders from your phone
  • New: view a photo's GPS location directly in the mobile app
🟢 For Engineers on Site: Export and share test plan progress reports directly from your phone during site walks — no need to go back to the office.
What to do this week — by role
📁 Document Controllers
  • Learn the new enhanced upload interface
  • Replace your template library with the universal template
  • Check Transmittal History reports for version columns
  • If on MEA/KSA1: activate Office file review in Document Processes
⚙️ Project Admins
  • Go to Project Preferences → choose your upload template format
  • Configure negative outcome control in Review Matrix rules
  • Update Test Plans approver settings if needed
  • Train your team on the new upload before classic is retired
🔑 Org Admins
  • Run the new Project Participant Report
  • Identify dormant accounts and inactive organizations
  • Grant Download Project Participant Report permission to relevant users
  • Prepare for your next license review with accurate user data
🏗️ Engineers & BIM Teams
  • Set your preferred units in Models export settings
  • If reviewer: check Document Processes inbox for Office file reviews
  • Mobile users: update the Aconex app to get test plan Excel export
  • HSE teams: check new observation event log in Field
ملخص تحديثات مارس 2026
الملخص العربي الكامل — كل ما تحتاج معرفته بالعربي
📁 المستندات — 3 تحديثات مهمة
الرفع المحسّن أصبح إلزامياً للكل تلقائياً. أوراكل حوّلت كل المستخدمين من غير اختيار. الواجهة الجديدة أكثر حداثة وسهولة. الكلاسيك لا يزال متاح مؤقتاً لكنه سيُسحب قريباً — دربي فريقك الآن.

قالب واحد لكل تدفقات الرفع. مش محتاجة تحافظي على قوالب Excel منفصلة لكل نوع رفع. حملي القالب الجديد مرة واحدة واستخدميه في كل حاجة: Bulk Processing وUpdate Metadata Only وAdd Documents وPlaceholders.

الـ Project Admin بتختار قالب المشروع. دلوقتي تقدري تختاري Single Sheet أو Multi Sheet من Project Preferences بغض النظر عن الإعدادات التانية.

تقارير Transmittal History دلوقتي بتوضح الإصدار المُرسَل. تقدري تثبتي بالظبط إيه الإصدار اللي انتقل لكل طرف — مهم جداً لتسوية النزاعات.
للـ DCs: حملي القالب الجديد دلوقتي واحذفي القوالب القديمة.
🔗 Document Processes — تحديثان كبيران (MEA و KSA1)
مراجعة ملفات Word وExcel. دلوقتي تقدري تبدئي مراجعة Document Process لملفات المواصفات (Word) وجداول البيانات (Excel). التثبيت المباشر على المستند غير متاح لملفات Office لكن تقدري تضيفي issues عامة للقائمة.

التحكم في النتائج السلبية. لما تضبطي قواعد الـ Review Matrix دلوقتي في خيار لإنهاء المراجعة تلقائياً عند الرفض. مثلاً: لو الـ HSE رفض — المراجعة بتنتهي فوراً ومحدش تاني بيضيع وقته على مستند بمشكلة أساسية.
للـ Project Admins: ضبطي إعداد النتيجة السلبية في قواعد Review Matrix لخطوات HSE وموافقة العميل الأولية.
📊 Insights — تقرير المشاركين الجديد
تقرير Project Participant Report الجديد. متاح للـ Org Admins والـ Project Admins. بيوضح كل المنظمات والمستخدمين على مشاريعك ومين وصل لأكونيكس في آخر 60 يوم. مثالي لمراجعة الحسابات النشطة وتنظيف الحسابات المتوقفة.
للـ Org Admins: شغّلي التقرير ده أول ما التحديث يطلع على Instance بتاعك.
🏗️ Models + Field + Mobile
Models: عند تصدير خصائص العناصر لـ CSV، دلوقتي تختاري وحدة القياس — متري أو أمريكي. الأعمدة بتوضح الاختصار في الرأس مباشرة.

Field: Test Plans دلوقتي بيسمح لـ Associates باختيار أي منظمة للموافقة. PDF Forms بيصلح أسماء الحقول المكررة تلقائياً. سجل أحداث جديد لـ Safety Observations.

Mobile: تصدير Test Plans لـ Excel من الموبايل. عرض موقع الصورة على الخريطة في التطبيق.
للمهندسين في الموقع: حدّثوا تطبيق أكونيكس عشان تاخدوا كل التحديثات الجديدة.
Want the full step-by-step guide?
The complete breakdown — with screenshots and practical guidance for each update — is on salmasayed.com.
Book a consultation if you need help applying any of these updates on your specific project.
📢 LinkedIn Post — Copy & Paste Ready
Oracle dropped the Aconex March 2026 update. Here is what actually changed — and what it means for your work this week 👇 ───────────────────── 📁 DOCUMENTS → Enhanced upload: now ON for everyone — automatically. No choice. → One upload template works across all flows (Bulk, Metadata, Placeholders) → Transmittal History now shows exactly which version was sent ───────────────────── 🔗 DOCUMENT PROCESSES (MEA & KSA1) → Review Word & Excel files inside Document Processes — finally → Reject at step 1 → review terminates automatically (huge for HSE reviews) ───────────────────── 📊 INSIGHTS → New Project Participant Report — see who is actually active on your projects → Org Admins: run this immediately to clean up dormant accounts ───────────────────── 🏗️ MODELS → Export object properties in Metric or US Customary — no more manual conversions Full breakdown with practical guidance for each role is on salmasayed.com Link in comments 👇 Which update affects your project most? Comment below ⬇️ #Aconex #March2026 #OracleAconex #DocumentControl #ConstructionTech #MENA
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Salma sayed 30 مارس 2026
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