August 2026 Release Notes

August 2026 Release Notes

Resource Planning

Platform Improvements

• Improved overall usability and performance across scheduling, forecasting, projections, reporting, and administrative pages.

• Improved data visibility and permission controls for sensitive job and information.

• Administration

  • Imports & Integrations

    • Data Purge

      • Added a new page for tenant admins to bulk delete records from a tenant.

    • API Docs

      • Added additional fields to the Get Projected Resources API.

      • Added a Projected Resource endpoint for Labor & Asset Forecasts.

      • Added snapshot data functionality for Employee Assignments, Labor Forecasts, Budget Group, Asset Forecast data, and allocation fields after a Cost Projection is submitted.

      • Improved functionality and parameters for Projection Cost and Revenue, Change Orders, and Unit Corrections exports.

  • Organization

    • Permission Groups

      • Improved the Permission Groups page with enhanced user tables, search, and user management tools.

    • Rule Groups

      • Certification Groups 

        • Added a time setting for scheduled notifications.

    • Status Maps

      • Added the ability to view and edit Projection Calculation Mode.

• Jobs

  • Jobs List & Details

    • Contract, Estimate, Budget, and Actual data is now hidden from users without ‘Can Review Sensitive’ permissions.

    • Added a Customer Name field.

    • Jobsite Labor Forecasts

      • The Phase column is now frozen when displayed.

    • Asset Forecast

      • Added the ability to forecast headcounted Assets by Asset Category. 

      • Read about it here: Asset Forecasts

    • Budgets

      • Added totals to the bottom of the page.

    • Projections

      • Summary

        • Added new fields to the Summary tab:

          • Customer Name

          • Margin Without COs

          • Pending COs

          • Gross Profit with COs

          • Gross Margin with COs

      • Navigate through Projections, here: Projections Overview

    • Budget by Month

      • Added summarized amounts to Contract Item rows.

      • Added totals to the bottom of the page.

    • Revenue

      • Added totals to the bottom of the page.

    • Revenue by Month 

      • Added summarized amounts to Contract Item rows.

      • Added totals to the bottom of the page.

    • Reports

      • Renamed ‘Cash Flow’ to ‘Projected Cash Flow’.

  • Global Labor Forecasts

    • Added a Quick Filter for jobs missing labor forecasts.

    • Added Project Manager back to the filterable fields.

• Scheduling

  • Daily Scheduling

    • Added selection checkboxes for assigned assets to support bulk moves.

    • Improved bulk movement of assigned resources to another job forecast.

    • Added Employee Labor Types to the Employee detail slide-out.

  • Gantts

    • Added labor, budget, schedule, and notes details to Gantt event tooltips.

    • Added more assignment details and now use configured Labor Type colors for short-term assignments.

    • Crews are now displayed as parent rows with crew members as child rows.

• Reports

  • Added new reports

    • Revenue Balance Audit Report

      • Read about it, here: Revenue Balance Audit

    • Budget Balance Audit

      • Read about it, here: Budget Balance Audit

    • Work In Progress

      • Read about it, here: Work In Progress

    • Global Cashflow

      • Read about it, here: Global Cash Flow

  • Labor Forecasts

    • ‘Jobs Missing Labor Forecasts’’

      • Added a report showing jobs and Budget Groups that have a Labor Type but no labor forecast for that type.

  • Weekly Job Schedule 

    • Added a report showing resources by week and their assignments.

  • Revenue & Budget By Month Export

    • Added paging to the Budget by Month and Revenue by Month reports