Product Enhancements – Release Notes June 2023

We are happy to announce some new enhancements & fixes:
(Last Release -June 29, 2023)

Note: if you don’t see the same thing in your account, try clearing your cache/cookies or use a “new private window” to refresh the cache.


  • NEW feature: Added “Reset Headers” functionality to Metric Data table headers, allowing users to retrieve the default header names.
  • NEW feature: Goal/Metric detail tile: New button for easier linking/unlinking of related Goals/Metrics/Projects.
  • NEW feature: Metric Lock – Now locks Target, Begin Green, Begin Yellow, and Begin Red.

Bowling Tile

  • UI Enhancement: Added option to group by category and use category colour as border colour for groups.
  • NEW feature: Toggle On “Task” column then user can can link or create task in Metric Data table.


  • Modified the default number of columns in the HB Bowling View from 8 to 10.

Metric Bowling

  • Enhanced allignment of Metric Bowling view on Huddleboard.

Single Project

  • Improved visibility: Project task attachments are now visible on the Huddleboard task tile.
  • NEW feature: HB Task Tile now supports sorting by Due Date.

Custom X Matrix

  • NEW feature: Added feature to display other team members on the right side of the X Matrix by using filter.

 Project Benefits

  • Project Benefit Import & Export: Date format updated from MMM-YYYY to MM-YYYY.
  • NEW feature: Enabled parent departments to have their own budgets & parent budget as the sum of child department budgets.

Metric Setup

  • Improved drag and drop functionality on Metric Setup page.


  • Improved validation: Email, First Name, and Last Name fields cannot be empty.
  • NEW Feature : Added 2 new languages for translation in User Profile: French, Italian.

 Project Benefits Exception Report

  • NEW Feature : Added additional sub totals for columns.



  • Enhancement: User can not delete department without selecting other department.
  • The deletion process no longer affects the child department when deleting the parent department.


  • Admin can filter users by status.
  • Enhancement: Added missing columns in import/export.
  • Resolved issue with importing blank E-mail column.

Metric Setup

  • Improved drag and drop functionality on Metric Setup for increased accuracy.

Project Benefits

  • New Feature: Project Benefits Budget: Import Project Benefit Budgets via CSV.

API Settings

  • NEW Feature : Added a copy icon to easily copy the API key value & Secret API key value .

General Updates/ Bug Fixes

  • Custom X Matrix: Resolved issue causing category color to disappear.
  • User Certification list: Resolved issue causing need for page refresh.
  • Resolved an issue where the delete category feature was not displaying the category hierarchy and order correctly.
  • Invited Users tab showing all invited users.
  • Updated Project Benefit tile height to display only one row when user selects one row .
  • Resolved an issue where admin users were unable to see other users in the dropdown list on the User Notifications page.
  • Project List view: sort by % complete working correctly.
  • Added Department Name to the hover-over feature in the Custom Huddleboards X Matrix.
  • User can be set as “No Access” by import.
  • Performance improvement on task query.

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