What’s New – August 27, 2026

The fulfillment bar on the OKR list page is now clickable, opening a progress trend panel that shows how the department has been tracking over the selected period. The panel offers two views – Progress, which plots planned versus actual fulfillment over time, and Status mix, which shows how OKRs were distributed across statuses on each date. Status counts displayed in the panel footer are also clickable, instantly filtering the OKR list to only the items in that status.

1. Navigate to the OKRs from the left navigation panel.
2. Click the fulfillment bar to open the trend panel.
3. The panel shows two views
   • Progress – shows how actual fulfillment has tracked against the plan across the period. The actual line is plotted up to the last check-in date; the plan line continues to period end.
   • Status mix – shows how many OKRs were in each status on each date across the period.
4. The x- axis reflects the check-in frequency configured – for example, a monthly check-in cadence displays the chart with month labels (Jan, Feb, Mar, and so on).

• See the direction, not just the number: The trend panel shows whether progress is improving or slipping over time, helping leaders spot problems before the quarter- end review.
• No setup needed: The trend panel is available to everyone who can already view the OKR list – no new permissions or configuration required.

Super users can now configure a default column layout for the OKR list and apply it across the entire organization from Settings. The arrangement is applied to all users on the shared setup and inherited automatically by anyone who joins afterwards. Users who have built their own custom view are not affected , they can continue with their existing layout or switch to the Organization default at any time from the column picker.

To set the Organization default (super user):

1. Navigate to Settings → OKRs → Views → List Layout.
2. Under List Layout Views, click Configure next to List.

3. The Organization default columns panel opens , check or uncheck columns to enable or disable them, and drag them into the preferred order using the drag handles.
4. Click Update to save and apply the layout as the Organization default.
   • Users who have set up their own view are not affected , they keep their columns exactly as they are and can switch to the Organization view themselves at any time.
5. Any new user added to the Organization after the default is set will automatically start with the Organization default view , no setup required on their end.

For users with a custom view:

1. Open the OKR list and click the column picker control.
2. A Use Organization view option appears at the bottom of the panel.
3. Select it to see a side- by- side comparison of the current view versus the Organization default, with additions and removals clearly marked.
4. Confirm to switch , the table updates to the Organization default immediately.

• One standard across the Organization: Super users can ensure every team reviews OKRs on the same columns, without relying on written instructions or manual follow- up.
• Respects individual customisation: Users with their own view are never overwritten , they are simply given the option to adopt the Organization standard when it suits them.
• Zero friction for new users: Anyone who joins after the default is applied starts with the Organization layout automatically, with no setup required.

Department heads can now export a consolidated PDF of their department's reflection cycle directly from the OKR list page. The export brings together the OKR hierarchy, next- quarter OKRs, and reflection responses into a single structured document , organised by objective, eliminating the need to manually compile information from multiple screens. The export is available to all users with reset/reflect access to the department.

1. Navigate to the required department.
2. Choose the required OKR for which you want to export the reflection dashboard.
3. Click View Details. On the Overview page, click More Options and choose Reflect/Reset.
4. Click Download as PDF , this option is visible only to users with reset/reflect access.

5. The PDF downloads automatically, headed with the department name, period, exporter name, and timestamp.
6. The downloaded PDF is organised by objective and contains four sections:
   • Section 1 , OKR Hierarchy Reflected On: Lists the full OKR hierarchy for the selected department and period, including name, owner, progress, and status for each item.
   • Section 2 , Upcoming Quarter OKRs: Lists the next- quarter OKRs linked to each objective through the reset process. If no reset- linked OKRs exist for an objective, this section shows an empty- state note.
   • Section 3 , Reflection Questions & Responses: Shows the reflection responses recorded against each objective, attributed by name.
   • Section 4 , Newly Created OKRs: Lists any OKRs created independently for the upcoming quarter that are not linked to the current cycle through a reset.

• One document for the full reflection cycle: All OKR hierarchy details, next- quarter plans, and reflection responses are consolidated into a single structured PDF , ready to share with leadership or archive without any manual assembly.
• Always accurate and attributed: Responses are pulled directly from the system at the time of export and attributed by name, ensuring the document is reliable and traceable.
• Access- controlled by design: The export is available only to users with reset/reflect access , view- only users do not see the option, and exported content is filtered to match the exporter's existing OKR visibility.

Profit.co now clearly identifies which department owns an aligned OKR and applies edit permissions accordingly. Users in a receiving department can view progress, check-in history, and comments on aligned OKRs, but fields that define the OKR , such as owner, target values, period, and name , are editable only by users with access in the owning department. When a field is restricted, the product explains why, names the owning department and owner, and links directly to the source record.

1. Open any OKR that has been aligned into your department from another department.
2. The system checks your edit rights in the owning department and responds accordingly:
   • If you have edit rights in the owning department: All fields are fully editable. No restrictions apply.
   • If you do not have edit rights in the owning department: The eight definitional fields , owner, assigned users, KPI, key result type, from value, to value, period, and name , are read- only.
3. Hovering over any locked field shows a one- line explanation of why it is restricted.
4. Check-ins, comments, progress updates, and roll- up continue to work as normal regardless of edit rights.
5. Any changes made to protected fields are recorded in the audit log with the actor, their department, and the owning department.

• No more silent failures: Users who cannot edit a protected field now immediately see why, who owns the record, and where to go to make the change , without raising a support ticket.
• Source records are protected: Definitional fields on aligned OKRs can only be changed from the owning department, preventing unintended changes from being written across department boundaries.
• Rights are person- specific: Two users opening the same aligned OKR may correctly see different edit access, based on each person's rights in the owning department , not a blanket lock on the record.

Users can now convert OKR items directly from the action menu without deleting and recreating them. Objectives, child objectives, and initiatives can be restructured within the hierarchy based on defined conversion rules, and all check-in history and comments are preserved through the conversion. The system automatically checks and handles any child items that need to be adjusted to remain compatible under the new parent.

1. Open the item to be converted and click Convert from the action menu.
2. Select the destination type based on the supported conversion paths below.
3. Use the hierarchy picker to select the new parent , this can be anywhere in the hierarchy, including a different department or cycle.
4. The system runs a cascade check on any child items beneath the item being converted and auto- converts any that are incompatible with the new parent's settings.
5. Review the summary of changes and confirm , the item and everything beneath it moves immediately, with all history intact.

Supported Conversion Paths

• No more loss of history: Check-ins, comments, and progress records are fully preserved on conversion , nothing needs to be manually noted down or re- entered.
• Correct hierarchy mistakes in place: Items misplaced during setup can be restructured instantly, without deleting and rebuilding one by one.
• Automatic child handling: The system resolves compatibility issues with child items automatically, so users don't have to manually adjust every item beneath the converted objective.

Administrators can now enable a setting that locks key results once they have been finalised through the Reflect/Reset process. When this setting is on, no user , regardless of role , can edit, check in, or modify existing check-ins on a reset key result. This ensures that finalised period data remains accurate and is not altered after the reflection cycle closes.

1. Navigate to Settings and enable the Restrict progress- affecting actions on Reset KRs toggle.
2. Once enabled, any key result finalised through the Reflect/Reset process after this point is automatically locked.
3. The following actions are restricted on locked key results:
   • Editing the key result
   • Adding new check-ins
   • Modifying existing check-ins
   • Moving the locked key result to a different position in the hierarchy
   • Moving other key results into the locked key result
4. The restriction applies to all users with no role exceptions.
5. Key results that were reset before the setting was turned on are not affected.

• Finalised data stays intact: Once a reflection cycle closes, reset key result data cannot be altered , preserving an accurate record of the period's performance.
• Consistent enforcement across all roles: The restriction applies universally, ensuring no user can inadvertently or intentionally change historical data.
• Administrator control: The setting is optional , organisations can choose to enforce it based on their governance requirements.

When creating or editing a Saved View in OKRs, users can now see the OKR list update in real time as filter conditions are applied , before saving the view. The filter panel opens directly over the OKR list, and the list behind it reflects the active conditions instantly, making it easy to verify and refine a filter before committing to it.

1. Navigate to OKRs → Saved Views and open Create View or Edit View.
2. Click Filter to open the filter panel.
3. Add or adjust filter conditions , the OKR list behind the panel updates in real time with each change, showing only the items that match the current conditions.
4. Once the list reflects the expected results, click Save to save the view.

• No more blind saves: Users can see exactly what a filter returns as they build it , without saving and re- inspecting.
• Faster filter refinement: Conditions can be adjusted and verified in place, eliminating the back- and- forth of saving, checking, and editing again.
• Reliable saved views: Views built with a verified filter are more accurate and trustworthy when shared with colleagues for reporting.

A new presentation style , KR Plan vs Actual View , is now available within the KR Progress Presentation , Hierarchical View. This style displays the full OKR hierarchy alongside plan, actual progress, and comments columns, giving leadership a clear side- by- side view of target versus actual performance in a ready- to- share PowerPoint format.

1. Navigate to Settings → OKRs → Views→ General and open the KR Progress Presentation , Hierarchical View customisation.
2. On the Presentation Style dropdown, select KR Plan vs Actual View.
3. The slide preview updates to show the hierarchical view with objectives and key results, alongside Plan, Actual, and Comments columns.
4. Click Download to export the presentation as a PowerPoint file.

• Plan and actual in one view: Leaders can see target versus actual progress for every key result in a single slide, without switching between screens or manually compiling the data.
• Filter- aware export: The export reflects the active OKR filters, so teams can generate a scoped presentation for a specific department, owner, or franchise in seconds.
• Reusable for recurring reviews: The configured presentation style can be saved and reused each quarter, making review preparation faster and consistent.

Check-ins in Profit.co are now categorised into three types , Standard, Custom, and Flexible. The new Flexible check-in type allows users to log progress on a key result at any time, without being tied to a specific check-in date or frequency. Unlike Standard and Custom check-ins, Flexible check-ins do not appear in the check-in chart, do not show Plan vs Actual comparison, and are not included in the check-in discipline score.

1. Navigate to Settings → OKRs → Execution from the left navigation panel.
2. Select the Check-ins tab and locate the Check-in Types section.
3. Enable the Enable Flexible Check-ins toggle.

4. Once enabled, Flexible is available as a check-in type when configuring a key result.
5. Users assigned to a Flexible check-in key result can log progress at any time , there is no fixed check-in date or frequency requirement.
6. Users can enter a value and add comments when checking in, just as with other check-in types.

• No rigid schedule: Users can log progress whenever it makes sense for their work, rather than being constrained to a fixed check-in date.
• Reduced compliance pressure: Flexible check-ins are excluded from the check-in discipline score, making them suitable for key results where periodic tracking is not meaningful.
• Right type for the right result: Teams can now choose the check-in approach that best fits each key result , Standard for scheduled tracking, Custom for tailored frequencies, and Flexible for open- ended updates.

The Reflection Questions panel and the PPP Review panel now open in a split- view layout, showing a read- only OKR progress reference alongside the questions. Users can see the objective, all its key results, and linked initiatives , including name, period, owner, and progress , without leaving the screen. This ensures responses are informed by actual data rather than recalled from memory, both during end- of- cycle reflection and PPP reviews.

1. Navigate to an objective and click Reflect or open the PPP Review , the panel opens in a split view.
2. The right side displays the reflection or PPP questions as before.
3. The left side shows a read- only OKR progress reference with the objective and all its key results expanded by default, each showing name, period, owner, and progress.
4. Optionally expand any key result to see its linked initiatives and their progress for deeper context.
5. The panel can be dragged and repositioned anywhere on the screen to suit the user's preferred layout.
6. Answer the questions informed by the visible data and submit , the submission process is unchanged.

• Full context without leaving the screen: Users no longer need to exit the panel to check progress elsewhere , everything needed to answer accurately is accessible from the same view.
• Data- informed responses: Reflection and PPP answers are based on live progress data rather than memory, making responses more accurate and meaningful.
• Visibility- respecting reference: The OKR progress reference respects each user's existing role- based visibility , no additional data is exposed beyond what they can already see.

The OKR Progress Presentation PowerPoint export now supports company branding , administrators can enable the company logo and set brand colours directly in the presentation settings. Once configured, every slide in the exported deck reflects the company's branding automatically, with no manual editing required after export.

1. Navigate to Settings → OKRs → Views → Customize: OKR Progress Presentation.
2. In the Slide Properties panel, enable the Logo option , the preview updates to show the company logo on the slide.
3. Set the brand background and font colours as required and click Save , the branding configuration is saved and applies to all future exports.
4. Export the presentation as usual from OKRs → OKR Progress Presentation → Download as PowerPoint.
5. The exported deck includes the company logo on every slide with brand colours applied , ready to present without any additional formatting.

• On- brand exports out of the box: Every exported PowerPoint deck carries the company logo and brand colours automatically, eliminating the need to manually brand slides after export.
• Configure once, use every cycle: Branding is saved to the view , administrators set it up once and all subsequent exports inherit it without any repeat configuration.
• Consistent across the team: Any user who exports the presentation gets the same branded output, ensuring consistency across reporting cycles and presenters.

Administrators can now create named groups in User Management and assign them as owners across OKRs, Tasks, and PPM. A group can be set as Private, Public, or restricted to an access list, and can be created at both the settings level and the preferences level. When a group is assigned as an owner, the group name appears in the owner field – hovering over it reveals the individual members within it.

To create a group (Administrators)

1. Navigate to Settings → User Management → Groups.
2. Click Create Group and enter a group name – duplicate names are not allowed.
3. Add members to the group.
4. Set the privilege level:
   • Private – only you can use the group.
   • Public – everyone in the organisation can use the group.
   • Access list – selected users and departments only.
5. Define who can use, modify, and disable the group, then click Create.

To create a group (End users)

1. Navigate to Preferences → Groups.
2. Click Create Group and follow the same steps as above to set the group name, members, and privilege level.

Using groups as owners:

• When assigning an owner on any OKR, Task, or PPM item, the owner dropdown shows both individual users and available groups.
• Selecting a group displays the group name in the owner field – hovering over it shows the list of members within the group.
• If an individual member is removed from the owner field while a group is assigned, the group is unselected and all remaining members are assigned as direct assignees with a confirmation prompt.
• If all individual members of a group are manually selected and saved, a prompt suggests assigning the group instead.
• When a group is modified, an impact summary is shown listing all records that will be affected by the change.
• If a newly added group member does not have access to the module where the group is used, the system alerts the administrator and prevents the change.
• Groups can be disabled – when disabled, the group is removed and members are assigned individually to all affected records.

• Simplified ownership assignment: A single group can represent an entire team across OKRs, Tasks, and PPM – no need to assign multiple individuals separately on each item.
• Controlled access: Privilege settings ensure groups are visible and usable only by the right people, whether private, organisation- wide, or restricted to a specific access list.
• Impact- aware modifications: Any change to a group – members added, removed, or the group disabled – shows a clear summary of affected records before the change is applied.

Enhancements:

The KPI Quick View in the Balanced Scorecard now includes a Velocity row beneath the Actual row, showing the direction- aware gap between Actual and Target for each check-in period. For each period where data exists, the row displays the signed difference and its percentage – with a green upward arrow for a beat, a red downward arrow for a miss, and a neutral 0 for on- target results. The Velocity row also appears in the aggregate summary block and is included in PDF and Excel exports.

1. Open a scorecard and click any KPI to open the Quick View.
2. The view displays the Target and Actual rows as before, with the new Velocity row appearing beneath Actual.
3. For each period, the system calculates the gap between Actual and Target and displays it with a directional indicator:
   • Beat: ↑ positive gap (green)
   • Miss: ↓ negative gap (red)
   • On target: 0 (0%) neutral
   • No check-in or zero target: displays "–"
4. The overall Velocity is shown in the aggregate block alongside the existing summary figures.
5. The Velocity row is included automatically when exporting the scorecard to PDF or Excel – no additional steps required.

• Instant gap visibility: Reviewers can read the variance between Actual and Target directly on screen, per period, without manual calculation or exporting to a spreadsheet.
• Direction- aware indicators: Colour- coded arrows make it immediately clear which periods are ahead of target and which are slipping, enabling faster prioritisation during reviews.
• Consistent across exports: The same Velocity figures available on screen carry through to PDF and Excel exports, ensuring review packs and board materials reflect the same data without extra effort.

Users can now sort and reorder items on a Balanced Scorecard at every level , perspectives, objectives, measures, and initiatives. Items can be sorted alphabetically using the sort control in the column heading, or dragged manually into any preferred order. Each user's arrangement is saved privately and is reflected in Present View, exports, and generated PowerPoint files.

1. Open a Balanced Scorecard and select the required period.
2. To sort alphabetically, click the sort control in the column heading , first click sorts A to Z, second click Z to A, third click clears the sort.
3. To reorder manually, hover over any row to reveal the drag handle and drag the item to the preferred position within the same group.
4. Each level is controlled independently , sorting one level does not affect the others.
5. The arrangement is saved automatically and carries through to Present View, scorecard exports, and generated PowerPoint files.

• Present in a meaningful order: Leaders can arrange scorecard items by priority and present directly from the live scorecard , no need to rebuild it in a spreadsheet or slide deck.
• Faster navigation: Alphabetical sorting makes it easy to locate any measure or initiative instantly during a review.
• Private to each user: Arrangements are saved per user and per period , no one else's view is affected.

The Check-in Discipline for All Employees widget in the Cockpit now supports PDF export in addition to the existing CSV option. Users can export a presentation- ready snapshot of the widget directly, without needing to reformat data manually for leadership decks or reports.

1. Navigate to Cockpit and open the Check-in Discipline for All Employees widget.
2. Apply any required filters or date range.
3. Click the export icon and select PDF.
4. The system queues the export and displays a processing confirmation.
5. Open Export History to download the completed file once processing is done.

• Presentation- ready exports: The PDF matches the on- screen layout and active filters exactly, making it ready to drop into leadership decks and reports without any reformatting.
• Flexible sharing: Teams can now choose between CSV for data analysis and PDF for a clean, shareable record.

Profit.co now prevents configuration mismatches when setting up KPI- based key results. The Control KPI type has been removed from the KPI creation settings to eliminate an incompatible option at the source. Additionally, when the In Between KPI type is selected while creating a key result, only the compatible progress calculation method is available , unsupported methods are greyed out with a clear explanation. Together, these changes ensure users always work with a valid configuration without running into silent errors.

In Settings:

1. Navigate to Settings and open the KPI configuration.
2. The Control KPI type is no longer available as an option when creating a KPI.

While creating a key result:

1. Navigate to OKRs and open or create a key result.
2. Under the KPI field, select a KPI and set the type to In Between.
3. Open the Progress Calculation dropdown , only Successful check-ins (target achieved) divided by total no. of check-ins is selectable.
4. The remaining calculation methods are greyed out , hovering over them displays the message: "This calculation method isn't supported for 'In Between' KPIs."

• Incompatible options removed at the source: Removing the Control KPI type from Settings prevents invalid configurations from being created in the first place.
• No more blank KPI fields: Previously, selecting an incompatible calculation method caused the KPI to go blank silently , this is now prevented by disabling incompatible options upfront.
• Clear guidance at the point of configuration: The tooltip explains exactly why certain options are unavailable, so users understand the constraint without needing to raise a support request.

Super users can now mark individual checklist items in a tollgate as requiring a mandatory attachment, ensuring that project teams must upload supporting documents before they can complete that checklist item and submit for approval. When a checklist item is set as mandatory, project members see a clear prompt to add an attachment, and a tooltip reminds them that the item cannot be completed without one. This gives organisations greater control over documentation standards across project stages.

• Navigate to Settings → Portfolios and Projects → Tollgates → open the relevant tollgate sequence
• Click on a tollgate stage to open its configuration panel

• Go to the Checklist tab and enable the Enable Checklist toggle if not already on
• For each checklist item, check the Mandatory Attachment box to require a file upload before that item can be marked complete
• Click Update to save the configuration

• When project members open that tollgate stage under Governance → Tollgates, checklist items with mandatory attachments show an Add Attachment prompt
• Hovering over the attachment icon displays a tooltip confirming that a document attachment is required for completion

• Click the attachment icon on any checklist item to view all files that have been uploaded against it, including the file name, size, uploader name, and upload date

• Enforced documentation standards: Project teams cannot mark a checklist item as done without attaching the required document, ensuring nothing is skipped before moving to the next stage.
• Stage- level control: Super users can set mandatory attachments on specific checklist items only, keeping flexibility for items where documentation is optional.
• Easy file review: Anyone with access to the tollgate can click the attachment icon to quickly view what has been uploaded against each checklist item, without navigating away from the stage.

Portfolio owners can now create, manage, and check in on KPIs directly at the portfolio level, bringing the same KPI capability already available in projects to portfolios. Each KPI tracks its own attainment based on a defined start value, target, and direction, giving portfolio owners a dedicated way to measure outcomes beyond just task and milestone completion. KPI attainment is independent and does not affect the portfolio's overall progress roll- up from projects.

• Navigate to Portfolios and Projects → Portfolios → open the relevant portfolio
• On the portfolio Overview page, click Create KPI
• Set the KPI direction (Increase or Decrease), enter a name, select the unit type (Percentage, Number, or Currency), set the target value, assign an owner, and define the date range
• Optionally assign a category to organise the KPI
• Click Save to create the KPI , it appears in the KPI section of the portfolio Overview with attainment calculated automatically
• To record progress, click into the KPI and submit a check-in value with an optional comment , this updates the current attainment without affecting the portfolio's overall progress
• Use the row menu on any KPI to edit or delete it
• Users who own a KPI can always check in on it, even without full manage rights on the portfolio

• Outcome tracking at portfolio level: Portfolio owners can now define and monitor what success looks like for the portfolio as a whole, not just track how many tasks or milestones are done.
• Consistent experience across projects and portfolios: KPI creation and check-in works the same way at the portfolio level as it does within projects, so there is no extra learning curve.
• Independent measurements: Portfolio KPIs track their own attainment separately, so check-ins never distort the portfolio's rolled- up progress from its underlying projects.

Project templates can now be assigned a category, making it easier to organise and find the right template when creating a project. Categories such as Implementation, Internal, Research and Development, and others are available by default, and super users can rename, disable, or create their own. When starting a new project from a template, users browse by category first and then select the template they need, replacing the previous flat list that required scrolling through all templates at once.

• Navigate to Settings → Portfolios and Projects → Projects → General → Project Defaults to view and manage available project categories
• Click + Create to add a new category, or use the edit icon on an existing category to rename or enable and disable it

• When editing a template, assign a category to it from the category list, or type a new category name to create one inline
• Templates with no category assigned are grouped under Uncategorized
• When creating a project, click Create From Template in the project creation panel
• Browse the available categories, select the one that matches your project type, and then choose the template to apply
• Use the search bar in the picker to find a template across all categories without navigating by category

• Faster template selection: Project managers can go straight to the category that matches their work type instead of scrolling through every template in the library.
• Better organised template libraries: Super users can group templates by how they are used, keeping the library clean and easy to maintain as the number of templates grows.
• More consistent project setups: Guiding teams to the right category upfront reduces the chance of starting a project from the wrong template.

Portfolio owners can now manage, allocate, and monitor resources across all projects in a portfolio from a single place, without opening each project individually. The new People tab on the portfolio page brings together three views: Members & Access for managing who is in the portfolio, Project Allocation for assigning people to specific projects, and Capacity Workbench for monitoring each person's total load across the portfolio. This gives portfolio owners a clear picture of whether their portfolio is over- or under- committed before it becomes a delivery problem.

• Navigate to Portfolios and Projects → Portfolios → open the relevant portfolio
• Click the People tab to access the three resource management sub- tabs

Members & Access

• Click + Add Members to add people to the portfolio and assign them a portfolio role
• The member list shows each person's status, department, job title, and portfolio role
• Portfolio roles grant visibility down through all sub- portfolios and projects beneath the portfolio

Project Allocation

• Select a project from the Allocate to project dropdown to open the allocation panel for that project
• Allocate portfolio members to the selected project using Full- time or Part- time options across weekly, monthly, or specific timeframe windows
• Each person's row shows which projects they are already allocated to; click the project chips to view or remove individual allocations
• Users who are on a project inside the portfolio but are not yet portfolio members appear automatically , click + Add to portfolio on their row to add them

Capacity Workbench

• View each person's allocation and availability across all portfolio projects in a heatmap layout
• Switch between Monthly, Weekly, and Yearly views to see load at the right level of detail
• Use the scope selector to include only the main portfolio, the portfolio plus immediate sub- portfolios, or the portfolio plus all sub- portfolios
• People showing over 95% utilisation are flagged in red; click the resolve icon to open the rebalance panel and reassign hours or people across projects

• Full portfolio visibility in one place: Portfolio owners can see everyone's load across all projects in the portfolio at once, replacing manual spreadsheet stitching with a live, accurate view.
• Early over- allocation detection: The Capacity Workbench flags over- committed people before the month starts, giving owners time to rebalance rather than react to a delivery problem.
• Governed allocation without duplication: Allocations are always authored on the individual project, and the portfolio rolls them up automatically, so there is no double entry and no risk of the portfolio and project records falling out of sync.

Project and portfolio KPIs now support decimal values when setting targets and recording check-ins, removing the previous limitation that restricted all KPI values to whole numbers. When creating a KPI, users can set the number of decimal places they need, and that precision carries through automatically to every check-in and wherever the KPI value is displayed. This is particularly useful for currency KPIs and any metric where whole- number tracking is not precise enough.

• Navigate to Portfolios and Projects → open a project or portfolio → go to the Overview page
• Click Create KPI and fill in the KPI name, metric type, and other details
• Click Enter Value to open the value popup
• Set the number of decimal places using the Decimal Value control
• Enter the From (start) and To (target) values using decimals as needed
• Click Save to create the KPI
• When recording a check-in, the value field automatically matches the decimal precision set at creation , no separate configuration needed
• Decimal values display correctly across the KPI row, the check-in log, and the KPI trend chart
• Existing KPIs created with whole numbers are not affected by this change

• More accurate KPI tracking: Teams working with currency amounts or precise numeric targets can now set and track KPI values at the level of detail their reporting actually requires.
• Consistent precision across all views: The decimal format set at creation flows through automatically to check-ins and charts, so values are always displayed the same way without manual adjustment.
• No disruption to existing KPIs: KPIs already set up with whole numbers continue to work exactly as before, so teams can adopt decimal support at their own pace.

Portfolio owners can now choose from multiple report templates when sending an AI- generated portfolio status report, including a new visual Dashboard template designed for leadership and board reporting. Previously, the Send Summary feature produced a single fixed text format. Users can now select the template that best suits their audience before sending, and super users can manage which templates are available, set a default, and control which sections appear in each template.

• Open the relevant portfolio and click the ⋮ menu, then select AI Status Report
• The Send Summary panel opens on the right side of the screen with a live email preview
• In the top- right of the panel, click the template selector to choose between available report templates:

• Text Summary – a structured section- based email covering portfolio status, timeline, risks, issues, and budget
• Dashboard – a visual email with KPI summary cards, project health breakdown, stage distribution, and a needs- attention section, suited for executive and board audiences

• The preview updates immediately when a different template is selected
• Add recipients (up to 50), edit the email subject, and check Copy to me if needed
• Click Send to deliver the report

• To manage templates, navigate to Settings → Portfolios and Projects → Portfolios → Templates
• Super users can edit each template to show or hide individual sections, set a default template, and activate or deactivate templates to control what appears in the sender's template selector

• Reports matched to the audience: Portfolio owners can send a detailed text summary to project teams and a visually clear dashboard report to leadership, without manually reformatting anything.
• Consistent reporting across the organisation: Super users define and manage the available templates centrally, so all portfolio status reports follow the same structure and standards regardless of who sends them.
• AI- generated with full control: The report content is generated automatically from live portfolio data, while section- level controls let admins tailor exactly what each template includes before it reaches the recipient.

Project and portfolio list views now show how much OKR alignment exists across each row without needing to open individual items. Two new optional columns can be added: one showing the Key Results directly linked to each item, and another displaying a cumulative count of all KR alignments across the item and every descendant beneath it, at any depth. Clicking the count opens a drill-down panel that breaks down exactly which objects and Key Results are contributing to the total.

• From the project or portfolio list view, click the + icon at the right end of the column header row to open the column picker.
• Enable Associated KRs to display the Key Result(s) directly linked to each row. The first KR name is shown; where more than one KR is associated, an overflow indicator (e.g., +1) appears immediately after the name.
• Enable Child level Associated KRs to display a running total of all KR alignment records across the item and every project, portfolio, or task beneath it. Rows with no alignment show a dash and are not interactive.

• OKR alignment visible without opening items: Leaders can see at a glance how much strategic alignment exists under any project or portfolio row, making it easy to spot where coverage is strong and where it is absent across the full list.
• One click to the full breakdown: Clicking the count opens a drill-down showing the complete hierarchy of contributing objects and their aligned Key Results, removing the need to navigate through multiple levels manually.
• Optional and non-disruptive: Both columns are controlled through the existing column picker, so teams can surface KR alignment data when it is relevant without changing the default list layout for everyone.

Enhancements:

Portfolio owners and finance managers can now monitor budget utilisation across all projects in a portfolio from a single dashboard view, with automatic alerts when spending crosses defined thresholds. Super users configure warning, critical, and overrun thresholds once in Settings, and those rules apply across every portfolio in the account. When a project's spend crosses a threshold, the right people are notified in- app or by email, and the portfolio dashboard highlights exactly which project is driving the issue.

• Navigate to Settings → Portfolios and Projects → Projects → Financials to configure financial alerts
• Enable the Financial Alerts toggle to activate threshold evaluation across all portfolios
• Set spend threshold percentages for Warning, Critical, and Overrun levels; these apply to budget spent as a percentage of funded amount

• Set a Funding Gap threshold to trigger an alert when remaining budget falls below a defined percentage of total budget
• Under Notify, select which roles receive alerts (Owner, Manager, Finance Manager) and add specific users who should be notified across all portfolios regardless of their membership

• Enable Email Notifications and customise the alert email templates for each alert type if needed

• On the portfolio Dashboard, the Financial Breakdown widget shows a per- project table with budget, funded amount, spent, remaining, utilisation, and health status
• Projects whose spending has crossed a threshold are highlighted with the corresponding health chip (Warning, Critical, or Overrun) directly on the dashboard
• Active alerts appear in the Alerts Strip on the portfolio Financials tab, each showing the severity, values, time fired, and a direct action to review or respond
• Forecast Overrun alerts fire automatically when a project's estimated cost at completion exceeds its funded amount, with no additional configuration needed

• Early warning before problems escalate: Portfolio owners are notified the moment a project crosses a spend threshold, giving them time to act before a budget overrun becomes a delivery problem.
• Per- project financial clarity at portfolio level: The Financial Breakdown widget shows exactly which project is driving spend across the portfolio, without needing to open each project individually.
• Centralised configuration, consistent enforcement: Super users define alert rules once in Settings and they apply automatically to every portfolio, keeping governance consistent without repeated setup.

9. Activity Logs for Portfolio and Project Management

Overview

How It Works

Why It Matters

10. Email Notifications for PPM and Task Action Center Events

Overview

How It Works

Why It Matters

PERFORMANCE (Performance, Goals, Development Plans, Recognition, Survey)

1. Threshold-Based Rating Derivation for Reviews

Overview

How It Works

Why It Matters

2. Bell Curve Support for Non-Calibrated Reviews

Overview

How It Works

Why It Matters

3. Excluded Users Panel for Active Review Cycles

Overview

How It Works

Why It Matters

4. Clearer Progress Display in the Review Cycle Summary Bar

Overview

How It Works

Why It Matters

5. CSV Export for Competency/Performance Cockpit Charts

Overview

How It Works

Why It Matters

6. Filter Support for Individual Development Plans

Overview

How It Works

Why It Matters

SECURITY

1. Scoped access key generation for API integration

Overview

How It Works

Why It Matters