1.39 Release (April 2, 2026)

You can now create yearly cost types, in addition to Request and Allocated, to better track project spending over time.

Set up cost types in the Cost Types tab in Settings:
Create up to 8 yearly cost types
Add descriptions to clarify what each cost represents
Arrange them in your preferred order
Remove any that are no longer needed
Control access by assigning permissions to Participants and Contributors, so the right people can view or manage cost data for your new cost types.
Add cost data by importing it or entering it manually on the Budgets page or within a project’s Cost Table
Customize calculations by updating the “Allocated – Request” column on the Budgets page to include your yearly cost types, so it reflects the differences your organization wants to track.

Create connections between portfolios to seamlessly share and keep project data in sync across multiple portfolios.

Configure connections from the Connected Portfolios tab in Portfolio Settings. When creating connections, define the Unique ID to link portfolios and the direction in which data can flow.
Send data to other portfolios using the Actions menu
Select destination portfolios, along with the projects and fields to include
Projects and fields not found in the destination can be added as new or excluded from the send.
Preview changes before sending
- View counts of projects and fields that will be added or updated
- Identify locked projects that will not be updated
- Know when new statuses will be created in the destination portfolio

Survey Weights: Set how much each rater contributes to the overall rating results.