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1.41 Release Notes (September 18, 2026)

Features Added

Approvals

A new Approvals add-on routes project changes through a structured review process before they take effect. Portfolio owners create custom approval workflows that send project changes to designated reviewers, replacing an immediate-apply model with a controlled, auditable process.

  • Create custom approval workflows that route project changes to designated reviewers before they go live, so changes require sign-off rather than taking effect immediately.
  • Attach supporting files to approval decisions for additional context on why a decision was made.
  • Download approval records for offline review or audit documentation.
  • Filter and manage active approval workflows from a dedicated Approvals view.
  • Submission notification emails keep approvers informed when a project change is submitted for review.

Multi Select Category

A new Multi Select Category field type lets you assign multiple classification values to a single project.

  • Create Multi Select Category fields from the field configuration panel, alongside your other custom fields.
  • Tag items with as many values as needed through manual input, import, or collection through the Contributor Form.
  • Assign Permissions for these fields to ensure portfolio users can manage the correct portfolio data.

Dashboards

A flexible, open canvas lets you build portfolio views by combining charts, data tiles, and content elements from any portfolio.

  • Arrange elements with a drag-and-drop grid, placing anything anywhere on the canvas.
  • Choose from Column, Bar, Pie, and Numeric Tile chart types.
  • Add rich text, images, links, and dividers to provide context alongside your data.
  • Insert page breaks for clean, organized print sections.
  • Reuse a single chart element across multiple dashboards.
  • Edit dashboards in place, then save changes to the current view or as a new dashboard.
  • Export your dashboard to PDF.

Budgets Saved Views

New organization and navigation options make it easier to work with cost and budget data across your portfolio.

  • Save custom column and filter configurations on the Budgets page using Saved Views.
  • Reorder cost data columns on the Budgets view to match the sequence your team works in.
  • Schedule tabs now appear under the Budgets tab for a more consistent navigation experience.

Field Enhancements

Several updates to custom field configuration give administrators more control over how fields are presented and described.

  • Add descriptions to Attachment fields so users understand what to upload.
  • Field description tooltips on column headers now display full text regardless of description length.

General Improvements

  • Presence indicators can now be turned off for users who prefer not to broadcast their active status to others.
  • Error messages now include actionable detail, making it easier to identify and resolve issues quickly.

 

Bugs Fixed

  • Undo and Redo buttons no longer appear in Combined Portfolios, where they do not apply.
  • Prioritization columns can now be reordered from the Projects Column Settings panel.
  • The Schedule view is accessible again from Combined Portfolios.
  • Field descriptions can now be removed after they have been added.
  • Permission indicators for Participant and Contributor users now update correctly when editing rights are determined by Category options.
  • When a user is converted from Participant to Contributor, the Can View checkbox is now selected alongside Can Edit for the relevant Category options.
  • Large data set imports complete successfully.
  • Project totals update correctly when an assigned cost is removed.
  • The time frame on a Cost Schedule can now be changed as expected.
  • Summary labels on graph checkboxes can now be edited.
  • Multiple values can be removed from a Multi Select Category field without error.
  • Per-criterion scores no longer appear in the Contributor form.
  • Contributor views now update automatically when a portfolio owner removes a field, without requiring a page refresh.
  • View permission checkboxes display correctly when a user's role is changed from Participant to Contributor.
  • Participants who remove a Multi Select Category option now see the correct read-only state for the project.
  • Criteria weights of 0 can now be set in the Prioritization module.
  • The Save indicator in the Prioritization module now appears when unsaved changes are present.
  • PDF exports now display a loading indicator while the file is being prepared.
  • Filters apply to the correct view after columns are hidden.
  • Plan baseline summaries load correctly across all cost type configurations.
  • Group Rating Scale criteria can be added when Auto-Score is disabled.