Introduction
This release delivers a significant expansion of the Reports module — including Team Member reports, financial field columns, and role-split association fields — alongside a focused round of fixes across Resource Management, Opportunities, Integrations, Contacts, and more.
Power-Up Release
- Team Member Reports — Team Members are now available as a report source. Users can create, configure, save, and export Team Member reports — including columns for key member details such as name, job title, team, office, email, phone, and address.
- Financial Fields & Role-Split Columns in Reports — Opportunity and Project reports now support financial fields as selectable columns, including Bid Amount, Award Value, Contract Value, Budget, Actual Cost, and others. When a Cost Center is associated with a financial field, the column label reflects it — for example, Team A — Bid Amount. Association fields are now also split by role, so users can add columns such as Associated Contacts – Architect or Associated Companies – Client and group or export by specific role relationships.
Feature Drop
- Calendar View on Opportunity Board — A Calendar View button is now available directly on the Opportunity Board, letting users switch to a filtered calendar view without navigating away from the board.
- Contacts — Email Filter — Email is now available as a filter field in the Contacts filter modal. Users can filter contacts by one or more email addresses using the same picker experience as other filter fields, and save views that include the email filter.
- Procore — Unique ID First Sync Mapping — Procore's Unique ID is now correctly mapped during a first sync, bringing it to parity with other supported integrations.
Fix-It Release
- Resource Management
- Confirming an "Add Team Member" action in the Gantt view now correctly saves the member to the project. Previously, the assignment was not recorded.
- The Member Preview panel now updates immediately when project dates are removed, overhead is added, or time off is entered — no page refresh required.
- The search field in the Gantt view now correctly filters displayed rows as you type.
- Clicking to add a member to a vacant role now pre-populates the role name and associated start/end dates in the assignment form.
- The project name in the sidebar list now updates immediately after a rename, without requiring a page refresh.
- Project timeline bar colors now update immediately when a category is added or removed.
- The selected column sort order in the Projects list view now persists after a page refresh.
- Date fields in the Opportunity Workforce section now grey out and disable dates outside the Construction Start and End Date range.
- Opportunities
- Active users are no longer missing from the Deal Owner selector when applying or editing deal ownership.
- The "No Stage" filter in Projects now correctly includes stageless records in its total count.
- Triggers and focus behavior for adding and editing addresses in the Opportunity Overview have been refined for a smoother editing experience.
- CRM
- Deleting a team member or project now navigates automatically to the next available item in the side panel, instead of leaving the view empty.
- The association picker now displays selected associations at the top of the list for faster review and management.
- Contacts
- Searching in the Contacts section now works correctly after switching between the Companies and Contacts tabs.
- Projects
- Single Text and Paragraph field types in Project filters no longer display a "Type any custom value" input, which was not applicable for those field types.
- The "Add a Note" input in the Activity Log is no longer clipped at the bottom of the panel.
- Contact Enrichment
- The Enrich button and Data Enrichment settings are now correctly hidden for companies that do not have the AI & Enrichment product enabled.
- Tags imported from enrichment data now display in a clean, readable format — capitalised with spaces instead of raw underscore-separated values.
- Profile photos for contacts and companies no longer appear in the DataHub file listing, keeping file views focused on actual document assets.
- Integrations
- The synced field icon now displays correctly for Procore and Spectrum fields that are actively mapped and synced.
- Procore syncs now handle API rate limits proactively — queuing requests correctly and preventing failed syncs when Procore enforces limits.
Questions or Feedback
For questions or feedback regarding these changes, please contact our support team by logging a support ticket or visit our Help Center.
