Profit.co News Digest – January 2026

Power Productivity with New Features in Profit.co:

Plan (OKRs, BSC, and Strategy Roadmaps)

• Set Default Visibility at Department Level for Consistent Access Control: We have introduced department-level visibility settings, enabling users to define default access controls that automatically apply to all newly created OKRs within that department, ensuring consistent privacy and collaboration standards.
• Risks & Issues Management at Key Result Level: We’ve introduced comprehensive Risks & Issues Management capabilities at the Key Result level, bringing the same powerful tracking previously available in Projects & Portfolios directly into OKRs. Teams can now proactively identify, track, and mitigate risks and issues that could impact Key Result achievement.
• KPI Summary View Displays All Hierarchy Levels: We’ve enhanced the KPI Summary view to display Key Results at all hierarchy levels, not just first-level KRs. This provides complete visibility into nested Key Result structures, ensuring teams can see the full picture of cascading metrics and dependencies.
• Balanced Scorecard – Enhanced Create Button Design: We’ve redesigned the creation workflow in the Balanced Scorecard Scorecard Details page by introducing a unified “Create” button at the top of the screen, while maintaining contextual creation options within each perspective section. This provides flexible access to create Objectives, KPIs, and Initiatives from multiple locations.

PROCESS(Tasks, PPM, Timesheets, Notes, Meetings)

• Enhanced Financial Reporting with Strategic Alignment Widgets in PPM Cockpit: We have introduced comprehensive financial reporting capabilities in the PPM Cockpit with 5 new widgets and 2 summary cards, providing powerful insights into strategic alignment, budget distribution, and financial performance across your project portfolio.
• Enhanced Tollgate PDF with Comprehensive Project Information: We have significantly improved the Tollgate PDF download to include complete project details, transforming it from a basic summary into a comprehensive project documentation report that mirrors the information available in the project overview page.
• Partial Period Support for Project-OKR Alignment with Configurable Progress Tracking: We have enhanced project-to-OKR alignment to support partial period overlaps, allowing projects that partially align with OKR timeframes to be linked. Progress tracking from partially aligned projects can now be controlled through the “Allow past/future period check-ins” toggle in OKR settings.
• Project Level Filter in Portfolio Projects Tab: We’ve added a Project Level filter to the Portfolio → Projects tab to resolve project count discrepancies and give users control over which projects they see.
• Assignee Filter for Project Tasks: We’ve added an Assignee filter to the Project → Tasks tab, making it easy to view tasks by team member and understand workload distribution at a glance.
• Risk Status and Strategic Alignment Widgets for Portfolio & Project Dashboards: We’ve added two new dashboard widgets that bring risk visibility and strategic context directly to Portfolio and Project dashboards.
• One-Pager Download for Portfolio & Project Dashboards: We’ve added a One-Pager download feature that exports your entire Portfolio or Project Dashboard as a comprehensive single-page PDF document.
• Investment Flow financial reporting: We’ve added a comprehensive Investment Flow chart to the Cockpit module that visualizes budget flow from portfolios through projects to cost categories, providing instant financial intelligence for investment tracking and reporting.
• Task Variance Analysis Widgets for Tasks Dashboard: We’ve added three new analytical widgets to the Tasks Dashboard that provide instant visibility into task execution performance and deadline discipline.

PEOPLE(PMS, Goals, Development Plans, Recognition, Survey)

• Granular Control Over Manager Assessment Visibility in Review Pages: We have enhanced review page configuration by replacing the simple “Show Manager Assessment to Self” toggle with a comprehensive “Who can view manager assessment?” section, allowing administrators to customize exactly which components of manager assessments are visible to employees.
• Role-Based Peer Reviewer Restrictions: We’ve added the ability to restrict peer reviewer selection to specific roles, job titles, or grades at the review template level, eliminating the need for manual validation of peer reviewer selections.
• Not Applicable’ Option for Peer Assessments: We’ve added a configurable “Not Applicable” option that allows peers to skip competency questions they don’t have enough context to evaluate, improving feedback quality and reducing forced ratings.
• Bulk Goal Import with Smart User Validation: We’ve added a comprehensive Goal Import feature that allows administrators to create multiple performance goals at once via CSV upload, with intelligent user validation built into the workflow.
• Dual-License Tier Model (Full Access & Read-Only): We’ve introduced a two-tier licensing model that separates Full Access licenses from Read-Only licenses, giving organizations cost-effective flexibility to provide visibility without full editing capabilities.
• Hashtag Moderation with Auto-Rejection for Negative Sentiment: We’ve introduced intelligent hashtag moderation that automatically detects and rejects hashtags with strong negative sentiment, helping organizations maintain a positive, professional tone in recognition feeds.

Enhancements

• Budget Variance Now Displayed as Percentage in Financial Summary: We have added the ability to display budget variance as a percentage in the Financial Summary tab, providing users with flexible options to analyze project financial performance in both absolute values and relative percentages.
• Dedicated Recognition Notifications Tab with Customizable Email Messages: We have enhanced recognition notification management by removing recognition actions from the Home tab and introducing a dedicated Recognition tab in notification settings, giving users greater control and customization over recognition-related email communications. Additionally, recognition emails are now sent from noreply@profit.co for improved deliverability and consistency.
• Configurable Actual Start and End Date Display for Tasks: We’ve added a new setting that lets organizations control whether the Actual Start Date and Actual End Date fields appear in task detail views.

Check out our latest blog posts!

Project Portfolio Management (PPM)

• How to Use Profit.co’s Project Portfolio Management (PPM) Maturity Assessment Template: A Step-by-Step Guide A practical walkthrough to evaluate where your portfolio practices stand today. Learn how to uncover gaps, prioritize improvements, and build a roadmap toward maturity. Ideal for PMOs looking to move from ad-hoc execution to disciplined, repeatable success.
• Profit.co’s Project Portfolio Management (PPM) Maturity Assessment: Turning Strategy into Measurable Impact Discover how structured maturity benchmarks connect strategy to execution. See how leaders translate assessment insights into tangible business outcomes. A must-read for organizations serious about proving portfolio value.
• The 3-Month Crystal Ball: How to See Project Problems Before They Happen What if risks surfaced before they escalated? Explore forward-looking signals that help PMOs intervene early and protect delivery confidence. Build a proactive culture instead of reacting to surprises.
• What Predictive Analytics Looks Like in Practice for Project Portfolio Management Move beyond theory into real applications of AI-driven forecasting. Learn how teams anticipate delays, budget drift, and capacity conflicts. See how data becomes a daily decision partner.
• From Days to Hours: How AI Project Planning Is Transforming Portfolio Management in 2026 AI is compressing planning cycles dramatically. See how automation enables faster scenarios, smarter trade-offs, and better prioritization. Speed becomes a strategic advantage, not just an efficiency gain.
• Can AI Prioritize Project Portfolios Better Than Humans? A balanced look at algorithmic vs. human judgment. Understand where AI excels and where leadership context still matters most. The future lies in augmentation, not replacement.
• Predictive Analytics in PPM: What Today’s Tools Deliver and What’s Coming Next Separate real capabilities from marketing promises. Get a view of current strengths and the innovations shaping the next wave. Plan smarter investments with clearer expectations.
• Resilient Project Portfolios: Adapting to Disruption and Market Shocks in 2026 Volatility is constant resilience must be designed. Learn how dynamic reprioritization keeps strategy on track. Equip leaders to pivot without losing momentum.
• Closing the Value Gap: Why Delivered Projects Don’t Always Deliver Outcomes Delivery success doesn’t guarantee business impact. Explore how to connect outputs to measurable value. Shift focus from completion metrics to outcome realization.
• Lessons from Crisis: How Leading Enterprises Rebuilt Their Portfolios Real-world recovery stories reveal what separates reactive from adaptive organizations. See the governance shifts that enabled renewal. Turn disruption into a catalyst for smarter strategy.

Performance Management

• The Future of Employee Performance Management: Trends HR Leaders Can’t Ignore in 2026 From continuous feedback to AI-assisted insights, expectations are changing fast. Here’s what forward-thinking HR teams are prioritizing now. Prepare your organization for a more agile, employee-centric model.

OKR University

• Managing OKR Transformations During M&A Activities Mergers disrupt alignment unless goals evolve quickly. Learn how to stabilize execution while integrating new structures. Maintain focus even amid organizational change.
• Cultural Integration Is the Real M&A Challenge Strategy and systems can merge on paper, but culture determines success. Understand how shared goals accelerate unity. Alignment starts with people, not platforms.
• System Consolidation After M&A: Technical Integration for Strategic Coherence Tool sprawl can stall momentum. Discover how integrated platforms reinforce clarity and enterprise alignment. Create one source of truth for execution.
• How to Choose the Right OKR Approach After a Merger Not every model fits a newly combined organization. Evaluate frameworks that balance speed, control, and adaptability. Choose an approach that supports both stability and growth.
• M&A Timeline Challenges: How to Integrate Goals Without Disruption Timing is everything in post-merger execution. See how phased goal integration avoids confusion and fatigue. Keep teams productive while change unfolds.
• Why Enterprise OKR Cascades Fail – & How to Correct Them at Scale Cascading often breaks under complexity. Learn practical fixes that restore visibility and accountability. Enable alignment that truly scales.