Product Updates

You can now delete bubble annotations (along with their associated IPT checkpoints) from in-progress jobs even if there are already responses recorded against the checkpoint. Those responses will be deleted along with the checkpoint. We'll highlight the delete buttons in red and provide a warning tooltip if the user is about to delete a checkpoint with responses logged to it, in order to mitigate accidental deletions

When a Quality > Tool is marked as inactive, that can be a red flag for some auditors or quality team members.  However, if it's inactive because it's out for calibration, that's a good thing!  This release adds an inactive status option for 'Out of Tolerance'.

The bubble annotation edit form now includes a toggle to switch off AI-generated autofilling of the annotation data from the drawing selection. This is useful for cases where a production manager wants to create annotations referencing features on the drawing but without using the values called out; e.g., creating checkpoints with over/under-sized measurement targets and tolerances for intermediate steps in the process.

Inspection reports often require a separate column for each inspection result. For example, during a run of 100 parts with sampling every 10 units, the report should include columns for 10, 20, 30, and so on. Previously, the In Process Tracking (IPT) download added a new row for each response. A new tab has now been added to the IPT download that places responses in columns instead of rows. This can be found in the Quality tab of your job data.

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We’ve been doing a lot of work in preparation for some upcoming CMMC audits, and wanted to share some general updates related to CMMC:

• Tightened network controls: Set stricter rules about what traffic can enter and leave our systems, adding another layer to our existing security
• Strengthened login requirements: Added multi-factor authentication and tighter access controls to meet compliance standards — machines now use dedicated secure identities instead of shared credentials
• Enhanced our monitoring: Layered in additional threat detection and alerting on top of existing monitoring to meet CMMC audit requirements
• Deployed a compliance scheduling service: Stood up dedicated infrastructure to run automated CMMC compliance tasks on a timer, with properly scoped credentials
• Created a hardened baseline machine image: Built a stricter, pre-configured "template" for all new machines — ensuring every server starts from a compliance-verified secure state rather than relying on manual configuration

Printing labels from the jobs page now includes the option to print a label for each subassembly.

In addition, the label printer will default the selected template to whichever option you selected last time.

We've significantly expanded the ability to edit line item quantities on sales orders — including orders that are already in progress with active jobs, shipments, and invoices.

Previously, quantity editing was limited to early-stage orders. Now, changes cascade across jobs, shipments, and invoices with built-in guardrails to keep everything in sync.

This feature is currently in beta. Contact your Launch Manager or Account Manager to opt in.

What's New

Edit quantities on in-progress sales orders — Quantity fields are editable on Draft, Needs Approval, and In Progress sales orders. Just change the number and save. Quantities can also be decreased to zero to effectively cancel a line item.

Downstream updates:

Jobs

As before, if a line item has a single job in Needs Review or Engineering, the job quantity auto-updates. Now, when quantities can't auto-update (multiple jobs, job further along in production, etc.), you'll now see mismatch warnings on related jobs instead of silent drift.

Shipments

If a packing slip is Fully Packed, the packed status is removed and pieces ordered updates to the new quantity. If items have already shipped, increasing the quantity creates a new packing slip for the difference. You can't decrease below what's already been shipped.

Invoices

Behavior depends on your "Invoice Shipped Quantity" setting:

Off — Invoice quantities update in lockstep with the SO. Open, Needs Approval, and Approved invoices update automatically. Issued or Paid invoices are protected — increases create a new invoice for the difference, decreases are blocked.

On — Invoices are driven by shipping, not the SO. Quantity changes on the SO do not touch invoices.

Quantity mismatch indicators

When the SO quantity and total job quantity don't match, you'll see warnings on both the sales order page (next to the quantity field and on the associated jobs panel) and the job detail page (notification banner and warning icon on the quantity input). These help your team quickly spot line items that need attention after a quantity change.

Guardrails

• Can't decrease below what's already been shipped
• Can't decrease below what's already been packed — unpack the items first, then decrease
• Can't decrease below what's already been invoiced
• Can't edit quantities on completed sales orders
  
• Can't zero out a line item if it has an active job — cancel the job first

Better Datum Handling. A-B|C|D(M) will be picked up by OCR as [A-B, C, D(M)]

The bubbler now supports describing checkpoints using a min only, max only, or a min and max (without a target). Similarly, the AI bubbler will pick that up, as well as read unilateral tolerances +/+ and -/-. Ex. 4.00 -0.01/-0.03

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You can now rotate PDFs in the annotation bubbler, and it will save the rotation to the PDF directly. It will also rotate any annotations that have already been added.   This release also allows job operators to rotate annotated PDFs in the job tracker (though this will not directly update the PDF, just allow them to view it at a different rotation leaving the original PDF alone).

Quality of life updates:

• In bubble mode you can now immediately start clicking, holding and dragging the cursor to define the GDT snippet area. We will auto place the bubble in the top left corner of where you start.
• You can now cycle through bubbles on the document with TAB and SHIFT + TAB.
• You can delete selected bubbles by pressing the DEL key.
• Added a small UI element at the top of the Quality drawing viewer to make shortcuts more discoverable

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Chrome’s default PDF viewer occasionally shows an error like “Your browser does not support PDFs”. This was annoying, so we replaced it with our own PDF viewer! The new PDF viewer is used in all places where we show PDFs that you have uploaded (Sales Orders, Quotes, Items, etc). In particular:

• This will work on all devices, all browsers (instead of just Chrome)
• You will no longer see "This browser does not support PDFs"
• Rotating the PDF page actually rotates the page. It saves the PDF with the rotation the user sets it to.
• The left nav scrollable list is mimicked from the viewer they have today.

Fulcrum now has a Model Context Protocol (MCP) server, a standard interface that lets MCP-compatible AI tools like Claude, ChatGPT, Cursor, or Claude Code connect directly to your Fulcrum data. If you're using any AI tool that supports it, you can connect it to your Fulcrum site and start querying your data and taking actions through natural language.

Because MCP is an open standard, you're not limited to Fulcrum data alone. You can connect Fulcrum alongside other tools — through their own MCP servers or APIs — and work across all of them in a single AI conversation.

Your customers may require a document describing what your inspection plan is for a given part.  This release adds the ability to go to Job > Quality > Download > Plan to get a report of the In Process Tracking checkpoints for a job (without responses).  Note: the same dropdown also offers a download with responses (results).

Sometimes tools come in a kit and share a serial number.  This release removes the requirement for a serial number to be unique for a given tool.