Product Enhancements – Release Notes April 2023

We are happy to announce some new enhancements & fixes:
(Last Release – April 20, 2023)

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Metric Setup

  • Updated UI – added background color to all submetrics and updated icon style.
  • Improved drag and drop functionality in metric setup for increased accuracy.

New Idea


  • Additional fields available for New Idea Page
  • Settings > Internal New Idea Form: Configure Form
    • Workflow
    • Effort
    • Impact
    • Problem / Opportunity Statement
    • Goal Statement
    • Project Scope
    • Notes
    • File / attachment upload
    • Mobile app download QR code

Idea Funnel

  • All Idea fields are visible in table including Effort, Impact, Risk, and Priority.
  • Users with edit access can make changes to idea fields.


  • Updated number formatting to include commas to indicate every third digit.
  • Configure Metric settings expand/collapse state is saved from last time metric modal was closed.
  • Users are able to create new Pareto codes from the metric model as a Control Chart type metric.
  • NEW feature: Add multiple Reason Codes from a Pareto list to a Metric record.

Metric Tree View

  • NEW feature:  Metric Views displays an alert message when no metric data is found.

Project Reports

  • Project Benefit Report, Project Budget Report, Project List, Project Benefit Exception Report: More filter text updated to show more description of filters applied.

Project Benefit Report

  • Report will display top level Benefit Account by default.


  • 3rd level benefit data will not be clear out without any warning after adding 4th level benefit  .

My Projects

  • Updated UI for dynamic screen widths.
  • UI Enhancement: My Projects section now features updated icons & text.

Saved Views & Huddleboards

  • Updated UI – Updated Saved Views Dropdown icon color and size.


Metric Control Chart

  • Tile displays the Most Recent data mode.
  • Metric dashboard field update changes.

 Balanced Scorecard Huddleboard 

  • Balanced Scorecard Huddleboard has a column option for Begin Green Zone.
  • Clone a Balanced Score Card Huddleboard to create a copied BSC.
  • Column lines visible when no data is entered.
  • Updated UI – Recalculate button appears on hover.

Project Benefit

  • Sustainment results populate in the correct columns when viewing the contributing projects.

  • UI Improvement- The total for December and the year are appearing on the HB Project Benefit tile .

 Project List

  • Columns aligned properly in HB Project List.

  • Clone a Balanced Score Card Huddleboard to create a copied BSC..

License Type

  • View Only license type users are restricted from accessing the settings area.

General Updates/ Bug Fixes

  • Project List view returning all status types, including Ideas.
  • Performance update when adding a new tile to Project Workflow.
  • Project Accountability Report: % Tasks done displaying as percentage rather than decimal.
  • Project count ie: “1 of [x]” works when navigating from Project List view.
  • Improved display of  “Add Benefit/Cost” button.
  • Task assign drop-down now remains open when scrolled down.
  • Password email for invited status.

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