Profit.co News Digest – April 2026

Power Productivity with New Features in Profit.co:

PLAN (OKRs, BSC, and Strategy Roadmaps)

• Smarter Cloning for Task-Tracked Key Results: Cloning a task-tracked Key Result now creates a fresh board with new task IDs, so each KR stays independent. Choose exactly which task details – assignees, priority, status, tags, and more – carry over to the copy.
• Simplified OKR Alignment Flow: The confusing “Align To” and “Align From” options are gone. A single prompt now asks what you want to do – roll progress up to a parent OKR, or add contributing OKRs below – making alignment direction instantly clear.
• Activity Tracking Columns in OKR List View: Four new columns – Created On, Created By, Last Updated On, and Last Updated By – are now available in the OKR List View, giving teams full visibility into when objectives were created and who last touched them.
• Weightage & Weighted Progress Now Visible in BSC: Strategic objectives in the Balanced Scorecard now display their assigned weightage alongside a calculated weighted progress percentage – no manual math needed to understand each objective’s true contribution.
• Department-Level Customization for OKR Master Layout: Departments can now configure their own OKR master layout with custom attributes tailored to their specific needs – while the global layout continues to maintain organization-wide consistency.
• OKR Dependencies Back in the New UI: The Dependencies feature has returned in the new UI, allowing teams to define and track relationships between Objectives and Key Results using Waiting On, Blocking, and Linked dependency types.
• Enhanced Visual Clarity for Gantt View: The Gantt view background has been updated to a grey tone, making tasks and timelines easier to read and differentiate at a glance.
• Auto-Distribute Targets Across Increase/Decrease Key Results: The Distribute functionality now extends to Increase and Decrease type Key Results, automatically allocating targets across defined time periods without manual calculations.
• OKR Snapshot View in Key Results Summary Report: A new “OKR Snapshot” presentation style is now available in the Key Results Summary Report – a clean, flat table showing only Key Results with their status and latest updates, ideal for leadership reviews.
• Strategy Execution Authoring Time Frame Now Covers BSC: The Authoring Time Frame capability now extends to the Balanced Scorecard, giving admins a unified way to restrict OKR and BSC edits to defined time windows across both modules.
• Move Option Now Available for Department-Only Access Users: Users with department-only access can now use the Move option to reposition OKRs within their scope, reducing dependency on higher-level admin intervention.
• Department-Level OKR Approval Configuration: Departments can now define their own OKR approval workflows independently, allowing teams to configure approval processes that match their operational style without overriding the global setup.

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

• Convert Project Risks into Issues in One Click: When a risk escalates into an active problem, you can now convert it directly into an issue from the Risk Management module. Risk details pre-fill the issue form automatically, saving time and ensuring nothing gets lost in translation.
• Portfolio Visibility Controls for Unauthorized Users: Admins can now restrict who sees portfolio information using toggles and a Custom Access List. Sensitive portfolio data stays protected while the right stakeholders retain full visibility.
• Track Task Progress by Completion Percentage: Teams can now enter an exact completion percentage on any task, giving more precise progress visibility beyond status labels. Tasks automatically advance to the correct stage based on the percentage entered.
• Standard Approval Flow for Project Closure: Project closures now support the same structured approval workflow used for requests – with up to 5 sequential approval stages and an option for parallel approvals, ensuring every project is formally signed off.
• Approver Names Now Visible in Approval Pop-up: The project closure approval pop-up now displays each sequence alongside the assigned approver names, so everyone knows exactly who is reviewing at each stage – no guesswork, no follow-up emails.
• Streamlined Project Navigation with 6 Core Tabs: The project module has been reorganized into six clean tabs – Overview, Dashboard, Execution, Finance, Governance, and People – replacing the previous cluttered layout and making project information far easier to find.
• Revamped Financial Settings for Projects: Financial settings are now consolidated under a cleaner structure, with Expense Categories grouped under Cost Benefit Analysis and two new tabs – General and Bill of Quantity – for more intuitive financial configuration.
• Centralized PPM Health Status Configuration: Project Stages and Milestone Stages are now housed under a dedicated Project Health tab. A new Velocity Bands option lets you define custom progress thresholds that automatically map to health statuses – on your terms.
• Flexible Field Selection for Project Data Exports: Project and Portfolio exports now let users choose exactly which fields to include – All Fields, Current View, or a Custom Selection – giving teams full control over what data goes into their reports.
• Lead Time Tracking for Projects and Portfolios: A new Duration section in the Project and Portfolio Overview now shows Planned Duration, Actual Duration, and Duration Variance side by side, making it easy to see how closely timelines are being met.
• Presentation Customization at Portfolio and Project Level: Admins can now customize downloadable presentation settings at both the portfolio level (Portfolio Stages, Tollgate Tracking) and the project level, tailoring how data is displayed for different audiences.
• Custom Field Selection for Timesheet Report Exports: Timesheet exports now support field-level customization – users can choose All Fields or a Custom Selection, making it easier to prepare timesheet data for analysis without exporting unnecessary columns.
• Billing Type Filter for Monetary vs Non-Monetary Project Analysis: A new Billing Type filter in the Project and Portfolio list view lets teams quickly separate billable from non-billable projects, supporting clearer analysis of revenue versus non-revenue impact.
• Owner Transition Alerts for Projects: When project ownership changes, automatic notifications are now sent to the previous owner, the new owner, and all project members – keeping everyone informed and ensuring a smooth handover.
• Detailed On-Hold Status with Velocity-Based Health Visibility: Project check-ins now display health status calculated from configured velocity bands, giving teams a more accurate and real-time view of project health during the In Progress stage.
• Master Layout for the Expenses Tab: A Master Layout is now available for the Expenses tab under Financial Settings, enabling standardized and consistent configuration of expense data across projects.
• Approver Names Now Visible in Request & Tollgate Approval Pop-ups: The approval flow pop-up for Request and Tollgate workflows now displays each approval sequence alongside the assigned approver names, removing the guesswork from tracking who reviews what.
• Confidence Score-Based Project Status Updates: Project status can now update dynamically based on a configured confidence score – bringing the same confidence-based tracking already available at the task level to project-level monitoring.
• Prioritization Settings Moved to a Dedicated Tab: The Prioritization section has been moved from the Customize Layout area into its own dedicated tab within Request Settings, making it faster to locate and manage prioritization configurations.

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

• Company-Level Competencies – Set Once, Apply Everywhere: Admins can now flag any competency as a Company-Level Competency, making it instantly available across all employees without manual assignment – perfect for core skills that apply organization-wide.
• Add Peers & External Reviewers After Self-Submission: Review cycles no longer have a hard cutoff for adding participants. In sequential assessments, peers and external reviewers can be added after self-submission; in parallel assessments, before the employee signs off.
• Share External Review Links via Any Channel: External review URLs can now be copied and shared directly through chat, WhatsApp, or any messaging tool – moving beyond email as the only distribution method and making it easier for reviewers to access their form.
• Better Attachment Management in PMS Reviews: All documents attached to a PMS review are now accessible in one place, with the ability to view, edit, or delete any attachment directly from within the review – no more hunting across sections for supporting files.
• Automated Competency Assignment Using Criteria-Based Rules: Admins can now map competencies to users automatically using rule-based criteria such as department, eliminating manual assignment and ensuring consistent competency coverage across the organization.
• Smarter External Reviewer Selection with Search and Segmentation: The Add Existing option for External Reviewers now includes a search bar and two categorized views – Org Level and Review Level – making it faster to find and reuse reviewers without creating duplicates.
• Attachment Support in IDP and PIP: Users can now upload and attach supporting documents directly within Individual Development Plans and Performance Improvement Plans, providing better context and documentation for growth and improvement conversations.

User Management & Framework

• New Role: User Management Admin: A dedicated User Management Admin role now lets organizations delegate user onboarding and editing responsibilities without handing over full admin access – keeping systems secure while spreading the operational workload.
• Entity Management for Enterprise Customers: Enterprise admins can now create and manage sub-firms under a parent organization, with sub-firm creation gated by available license capacity – enabling structured scaling without losing governance control.
• PMS Fields Available at User Creation: Secondary Reviewer and Grades fields are now visible and editable during user creation, regardless of whether PMS is active – so teams can set up user profiles completely from day one.
• Granular Export Privileges for Profit Manager Role: Admins can now control exactly which export formats – CSV, PDF, or PPT – the Profit Manager role can access, giving tighter control over how data leaves the platform.
• Roles Page Reorganized by Module: The Roles page is now restructured into Global Roles and Module-Specific Roles (OKR, BSC, Task, and more), with expandable sections making it far easier to navigate and manage role assignments across the platform.

Check out our latest blog posts!

Organizational Agility

• What Is Organizational Agility? A Strategic Definition for the Modern Enterprise Organizational agility is a company’s capacity to sense change and redirect strategy, people, and resources quickly. This guide explains how quarterly OKRs make agility operational across the entire business.
• Organizational Agility vs Operational Efficiency: Why the Best Companies Refuse the Trade-off Agility governs direction; efficiency governs throughput — and treating them as a trade-off undermines both. Learn how quarterly OKRs let growing organizations measure and run both dimensions in parallel.
• Resilience vs Agility in Organizations: The Difference That Decides Who Survives Change Resilience absorbs shocks; agility captures change — and optimising for only one leaves companies differently fragile. Discover how OKRs operationalise both capabilities in a single quarterly planning system
• Building an Agile Organization: A 4-Stage OKR-Led Guide Most agility programmes stall because they skip the diagnosis and embedding stages — learn the four structured steps from rigid annual planning to fully adaptive quarterly OKR cycles, with clear exit criteria at each stage.

Earned Value Management

• EVM Formulas and Metrics Explained The five core Earned Value Management formulas are early-warning signals, not status reports — learn how to calculate CPI, SPI, EAC, and TCPI, and connect them to OKR confidence scores before overruns compound.
• EVM vs OKR Progress Tracking: Why the Most Effective Teams Use Both EVM measures whether you’re building the thing right; OKRs measure whether you’re building the right thing. Learn how connecting CPI thresholds to OKR confidence scores closes the gap between delivery health and strategic outcomes.
• Why Your Project Variance Report Is Blaming the Wrong Person Variance reports lose credibility when plan updates overwrite the original baseline — learn the 4-date model and a governed rebaseline workflow that isolates true execution overruns.
• The Hybrid Portfolio Governance Gap Hybrid governance fails when agile and waterfall teams must report in the same language — learn the two-layer architecture that gives the board one coherent portfolio view without forcing either model to change.
• What Earned Value Management Actually Tells You And When to Use It A green RAG status and a healthy CPI are not the same thing — learn what EVM reveals that standard budget reporting cannot, and when to apply CPI, SPI, and EAC to make portfolio reporting investment-grade.
• EVM Is Not Enough: The Case for Adding Business Value Management EVM confirms delivery; it cannot confirm value — learn how Business Value Management tracks benefit realization beyond project close and the four scenarios only both frameworks together can detect.
• How to Choose a Project Portfolio Management Platform Most PPM evaluations fail on features — the three criteria that actually predict fit are migration feasibility, financial integration depth, and whether governance is system-enforced or just process-recommended.

Demand Management

• How to Ensure Strategic Alignment Through Demand Management Organizations lose alignment not from poor strategy but from unfiltered demand — learn how visibility, evaluation, prioritization, and governance ensure only OKR-linked work gets approved and resourced.
• Project Intake Process Guide: A Step-by-Step Framework for High-Impact Teams A better intake form fixes nothing without a strategic filter — learn the six-gate process, scoring rubric, and OKR alignment field that stop misaligned projects before they consume team capacity.
• Demand vs Capacity Planning: What’s the Difference and How They Work Together Most capacity problems are demand problems in disguise — learn how OKR-driven demand planning filters out low-value work before it consumes team capacity, and why the two disciplines must run in sequence, not in parallel.
• The Importance of the Demand Forecast Accuracy KPI in Inventory Management DFA is a revenue metric, not just a supply chain number — learn the formula, why most improvement efforts target the wrong problem, and how OKRs assign accountability for closing forecast gaps.

Project Management

• Project Status Colours Are Lying to You Too RAG status fails when it’s self-assessed without defined thresholds — learn the four-dimension framework that makes Green mean the same thing on every project, enforced as governance not self-reported.
• Scaled Agile Framework (SAFe) Runs Your Delivery. Who Owns Your Strategy? SAFe governs how work gets delivered — not which work gets funded or why. Learn the five-layer governance architecture and the structural fix that connects portfolio OKRs to PI execution without a quarterly spreadsheet.
• The Hidden Cost of Zombie Projects in Your New Product Development Pipeline Zombie projects are approved but unresourced — they distort utilization, block higher-value work, and rarely trigger escalations. Learn the seven signals that identify them and the four-step governance reset to clear your pipeline.
• IT Portfolio Rationalization: The Investment Decision Your ITSM Tool Cannot Make The Gartner TIME framework classifies applications — it cannot fund migrations, authorize retirements, or track savings. Learn the PPM governance layer that converts TIME analysis into capital decisions that actually stick.
• Project Portfolio Management Maturity: Where Does Your Organization Sit? Most enterprise PMOs sit at Level 2 or 3 without realising it — use this five-dimension assessment across strategic alignment, resource management, and benefits realization to find your level and what moves you forward.
• Employee Appreciation Week: How to Plan It, What to Do, and Why It Sticks Appreciation weeks feel hollow without specific individual recognition and genuine leadership presence — get a five-day activity framework, remote team adaptations, and the mistakes that make the effort backfire.
• What Good Project Portfolio Management Actually Looks Like in Practice Most enterprises have project management but not portfolio management — learn the six governance pillars that separate organizations that consistently deliver from those that consistently explain why they didn’t.
• The Real Cost of Manual Project Portfolio Management Reporting Manual PPM reporting has no invoice — its cost hides in salaries. Learn how status collation, slide prep, and reconciliation meetings consume 250+ hours per quarter and what automated reporting frees those hours to do instead.
• Stakeholder Management in Enterprise Project Portfolio Management A RACI in a spreadsheet is a record of intent — learn how to embed accountability into workflows, design precision notification architecture, and isolate external stakeholder access as system-enforced governance.
• How Project Portfolio Management Turns New Product Development into a Governed Portfolio Process Product tools answer what to build — PPM governance answers whether to build it at all. Learn the five-stage workflow from structured intake to one-click project conversion that keeps every NPD idea strategically linked.
• AI Agents in Project Management: The Role Is Being Rewritten Right Now AI agents are absorbing PM admin — status reports, risk logs, approval chasing — leaving the judgment layer as the entire job. Learn the five governance skills that define high-performing PMs in an agentic world.
• Benefits Realization Management: Why Your Portfolio Is Flying Blind After Go-Live Projects close at go-live but investment accountability is just beginning — learn the five BRM stages, what a proper benefit commitment requires, and why system-enforced check-ins are the only cadence that holds.
• Should AI in Your Project Management Tools Decide for You? Dashboards show what’s happening — agentic AI tells you what it means. Learn the three-level decision architecture, the agent washing warning signs, and the eight data prerequisites that make AI inference trustworthy.
• When Portfolio Intake Gets Gamed: How AI Restores Strategic Integrity Strategic alignment scoring creates the incentive to fake it — learn the four gaming patterns that emerge by cycle two and the three AI validation mechanisms that replace asserted alignment with substantiated alignment.

OKR Management

• OKR Software with Mobile App: Track Your Goals Anywhere OKR software with a mobile app turns goal tracking from a weekly desk task into a daily habit — update objectives, collaborate with teammates, and monitor team progress from anywhere on Android or iOS.

Watch our latest YouTube videos!

• Why do teams struggle to define OKRs? Support teams like legal, accounting, and communications face unique OKR challenges due to cross-team dependencies, but defining them well drives clarity, alignment, and measurable impact.
• If Your Team Isn’t Challenging Your OKRs, You’re Doing It Wrong Real leaders don’t just track dashboards — they know that if no one’s questioning your OKRs, you don’t have alignment; you have silence.
• If Your OKRs Are Just an Excel List, You’re Doing It Wrong? Most organizations mistake task-heavy spreadsheets for OKRs — here’s how shifting from activity to outcomes transforms chaos into real strategic focus.
• Why Quarterly OKR Reviews Don’t Work? Most OKR rollouts don’t fail because the framework is broken — they fail because, without a consistent review cadence, strategy quietly dies after Q1.