Here’s what’s new, improved, and fixed over September and October — all part of our ongoing mission to make your experience faster, smoother, and smarter.
Fixes & Improvements
New Task Lists
Add Adjustment Date to the Purchase Order Adjustment Report
Task Templates: Add Milestones and Task Queries
Task Templates: Assign tasks to user roles or users
Task Templates: Drag and drop tasks on to each other to automatically connect the two
Task Templates: Import to project
Task Templates: Move tasks as a group in workflow
New As Of Date on Heartbeat Backlog Report
Lot Work Orders additions - added date filterAdd Adjustment Date to the Purchase Order Adjustment Report
Add More Information to ICS File (sharing google, apple, and outlook calendars)
Allow deletion of existing task documents when editing
Create POs in bulk across multiple projectsRe-check sub certificates before payment
Exporting model budgets per model
Added classification to the Back Charges for QBO
Added PO to Daily Log Report
Added Completed to Update Claims Status report
Project Details - Allow 0 Beds and 0 Baths
Remove "Assign To" field from Task Model create/update task
Remove "Assign To" field from Task Model create/update task
Add option to send schedule change email notifications once daily
Add "All Day" to tasks and task lists
Don't allow negative adjustments that are more than the remaining balance of a PO
Amounts are different in Bids Received and emailed copy of Bid Proposal
Can't delete a Category in Billing Items
Change Task Model documents to be per task not per task model
Completing task on task page or checklist needs to set %complete to 100% on task list page
CSV export is only exporting one row on the Warranty Claim Status Report
CSV export on Budget vs Actual Report is blank
Issue deleting a Billing Item on the Budget
Issue deleting a task
Errors thrown on Task History report
Issues creating a task with a file attachment
Viewing a PO from the schedule was intermittently rendering a blank page
Hide clear filters button when schedule is not shown and remove task query menu item from context menus Issue with CSV export on the back charge report
Issues with task documents/project documents
KGF - Scope of work shows yellow box intermittently instead of current hover over on schedule
Label on Start field on the Gross Per Start Date is showing 2026
Make accepted bid requests a lighter shade of green for better visibility
Make checklist comments its own component
Milestone Manager duplicated in main nav menu
Intermittent issue opening a document on a bid request
PO Formatting Issues
Unexpected change to preconstruction phase
Premier Checklist Issues
Tasks intermittently duplicating on Warranty Task tab
Issue deleting some billing items from Project Option
Tax not calculating correctly on POs
Specific vendor unable to complete WO
Print view for the Gross Per Start Date rendering blank page
Project schedule disappears from calendar after changing views
Single purchase order error in QA
Issues creating a new billing item location
Rich Text format export on Budget vs Actual showing blank page
Schedule is showing the work order on the wrong date
Schedule not working on Preconstruction Projects
Show Inactive Billing Item is not working
Approve PO's incorrect time
Not all tasks were showing up on schedule
Task Model Workflow isn't updating when selecting a different model.
Total Amount on Change Order grid is not correct
Unable to Add an Option to a project
Vendor Login Error
Warranty Claim Import
Warranty PO Issue
Workflow isn't populating on Task Models
Mobile - Schedule Filter resets when you scroll between months
Budget print view column alignment
Can't add items from a project option to an existing work order
Intermittent issues opening a project file
Schedule filters are not working when navigating from project to project
Unable to scroll on model budget
& Symbol showing as "& amp" on Estimate preview
Create Work Order popup needs to be wider
Issue bypassing project options and apply change orders to projects.
Show whole milestone pop up so user doesn't have to scroll
Actual vs Budget Report and Work Orders Budget/Used not respecting adjustments
Report Error on Project Backlog Heartbeat Report
CSV export not showing column header names
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