July 2026 Release Notes

July 2026 Release Notes

Onboarding Package

• E-Verify Integration
  
  

  • Added support for Further Action Notice

    • Further Action Notice pdf will now auto attach to the new hire record.

  • Added Employee Email Field to the Information and Attestation section of the integration.
    
    

Resource Planning

Administration

• Imports & Integrations

  • APIs

    • Projection Spread optimized.
      
      

• Organization
  
  

  • Settings

    • Added ‘Prevent resource over-allocation on assignments’ in Assignments and Daily Scheduling.

    • Removed Tenant Setting ‘Balance Budgets to Projection Values.’
      
      
      

  • Users

    • User Detail records now show which Rule Groups each user belongs to.

    • Employee Imports now automatically link users to Employee records.
      
      

  • Permission Groups

    • ‘Can Edit’ is now split into ‘Can Edit’ and ‘Can Add’ in permissions.

      • ‘Can Add’ will control the add buttons for record detail.

      • ‘Can Edit’ will allow fields to be edited on already existing records.

    • Added the option to select ‘All Business Groups.’ If enabled, all Business Groups will be automatically added to this permission group.

      • Mainly used by system admin permission groups.
        
        

  • Rule Groups

    • New page added for creating User Groups where Tenant Admins can assign Certification Notification Rule Groups and Job Department Approval Rule Groups.

      • Learn more about it, here: Organization Settings
        
        

  • Status Maps

    • Changed order statuses are now stored in Status Maps as Approved, Pending or Rejected and are added via Imports. 
      
      

• Projection Setup
  
  Projection Categories

  • Settings

    • New setting to enable the ‘Bulk Spread’ button on the cost and revenue spread views with new spread actions, (Front Weighted, Back Weighted, and Bell Curve).

    • Added a Revenue Spread option for Contract Items that allows users to spread revenue projections by month.

      • Learn how to Enable this setting, here: Projection Setup

  • Column Settings

    • Remaining Projected fields are read-only when the method column is enabled.
      
      

Jobs

• Jobs Map

  • Clicking on a Job address now displays the assigned employee, crew, and asset counts for that Job.
    
    

• Jobs List

  • Detail

    • Job Photo moved into the Jobsite page header.
      
      

  • Jobsite Labor Forecasts

    • Added Delete button to Labor Forecast Weekly Overrides modal.

    • Now supports monthly headcount views.

      • Also supports values larger than three digits.

    • Added Construction phase details to Labor Forecast tool tips.

    • Improved performance to Budget Summary Donut Charts.

      • Tenant Admins can now see Budget Group tool tips here and in Cost Projections.

    • Updated the Labor Forecast Histogram query and fixed an issue with standard rates when overrides exist, and now displays standard rates with two decimal places.

      • Added split histogram bars by Labor Type with configurable colors.

        • Also available in Cost Projections.
          
          

  • Assignments 

    • Job Notes and Job Attachments are now available in the mobile employee assignments schedule view.
      
      

  • Cost Projections

    • Added a warning when assignment/forecast dates fall outside the visible date range.

    • Single department Jobs now automatically submit the full Cost Projection when Department Approval is enabled.

    • Tenant Admins can now see Budget Group tool tips here and in Labor Forecasts.

    • A snapshot of the Labor Histogram Bar Chart is now saved when a projection is submitted.

    • Added Export to Excel in Full Grid mode.

    • Added messaging to indicate partially submitted cost projections.
      
      

  • Change Orders

    • Improved Status dropdown values.
      
      

  • Jobsite Reports

    • Added a new Jobsite Reports page that houses Cost Breakdown, Labor Forecast, Revenue Forecast, Cash Flow, and Budget Adjustments and moved Staffing, Audits, and Budget Variance into the Jobsite Reports Page.

      • Learn more about it, here: Jobsite>Reports

    • Budget Variance

      • Additional UI fields and formatting.
        
        

• Global Labor Forecasts

  • Users can now create Labor Forecasts directly from this page.

  • Grid views can now save the selected time preset (Daily, Weekly, or Monthly).

  • Added support for displaying the General Labor Type when Daily Assignments exist.

  • Sorts have been added to the View controls and can be saved to the views.

  • Added new default date-ranges option to View controls.

  • Added quick filter for ‘Jobs Missing Daily Assignments’ compared to forecasted labor.

  • Added a Labor Forecast Report and introduced quick filters for All Jobs, Jobs with Daily Assignments, Jobs with Labor Forecasts, and Jobs Missing Daily Assignments compared to Forecasted.

  • Added Construction phase details to Labor Forecast tooltips.
    
    

Scheduling

• Daily Scheduling

  • Job card quick search now searches across assigned employees.

  • Improved job card layout to display more jobs on wider screens.

  • Added Bulk Move/Unassign for multiple users.

  • Employee Slideout 

    • Employee certifications now indicate which certifications are required for the assigned job.

    • Added a quick link to the full employee record of the selected employee. 

    • Includes actions to move, unassign, or assign an employee as Lead.
      
      

Reports

• Only Tenant Admins have access to reports for Revenue Balance Audit, Revenue By Month Export, and Budget By Month Export
  
  

• Labor Forecast

  • Updated the Labor Forecast Histogram query and fixed an issue with standard rates when overrides exist, and now displays standard rates with two decimal places.
    
    

• Daily Assignment

  • Columns are now sortable and can be saved to custom views.

  • Leads are now displayed at the top in bold.

  • Daily Assignment exports now show the Lead employee as Bold / asterisk.