Product Enhancements – Release Notes May 2023

We are happy to announce some new enhancements & fixes:
(Last Release – May 21, 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.

Advanced Settings

  • NEW feature: Advanced-settings page offering the ability to enable multi-currency, allowing users to configure currency conversion rates and add new currencies.


  • NEW feature: – Search for specific tasks by task number in Main Menu> Search.

Idea Funnel

  • NEW feature: – Added new options to show/hide columns in the Idea Funnel: Team Status, Charter Status, and Project Benefit Status.


  • Added functionality to the project list’s full export feature to calculate the total number of days for task groups.
  • Users can change Metric Data table headers.
  • Parent data bug resolved when refreshing child metric data.
  • Enhanced “Add Team” functionality in Metrics Team tab.
  • Added Bowling View to Metric Charts Tab.

Daily Update

Metrics Need Updates

  • Expanded the input field to allow for up to 12 digits to be entered.

Project List

  • Project List view reflecting accurate current status of all tasks within a project.
  • % complete value is being properly updated in the Project List view when changing the benefit of a project.
  • UI enhancement- Project List view filters are sticky to header row and can be used as the page is scrolled.
  • Project charter tab showing correct current and prior week stages.
  • Added option to insert new task in “Timeline” tab.

Project Benefits Report

  • New functionality: export monthly budgets in Project Budgets setup.
  • Enhancement: The budget is represented as a bar and the actual as a line.

Saved Views & Huddleboards

  • Saved views and Project Budget Report retain benefit accounts selected in filters.


  • Enhancement: Users can easily toggle through quarterly time increments on Huddleboards without any inconvenience.
  • Improved drag and drop functionality on Huddleboard for increased accuracy.
  • UI Enhancement: Improved alignment of columns for HB Bowling tiles in Project Benefit Bowling and Metric Bowling.

Project List

  • Project list tile on Huddleboard loads correctly.
  • Enhanced Huddleboard Project List view to display the name of the huddleboard on hover.

General Updates/ Bug Fixes

  • The BSC column values now remain in their original column when toggling off the BSC column.
  • Enhancement: Prevent duplicated row creation for module visibility in “Create Project” from linking modal.
  • Resolved text display issues in most recent Status Reports.
  • Added language translation for “Approval” and “Verify all” in PB Approvals.

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