Profit.co News Digest – July 2026

Power Productivity with New Features in Profit.co:

STRATEGY

  • My Team’s Check-in Discipline Widget: Managers now see every direct and indirect report’s check-in discipline — on-time, late, missed, and score — on the Profit.co homepage, sorted worst-first, replacing profile-by-profile checks across org subtrees of 200+ reports.
  • Configurable Department OKR Roles & Privilege Management: Hard-coded department roles are replaced by admin-defined roles with granular scoped privileges and per-department overrides, plus a built-in Check-in User role that retires the legacy Check-in Users field.
  • Multi-Currency Support & Cross-Currency OKR Roll-up: Organizations can now define a base currency, configure conversion rates, and roll up currency-type Key Results across hierarchies using rates snapshotted at check-in time — removing the 2–4 hour manual FX overhead Finance carried every cycle.
  • Balanced Scorecard: Quarterly Period Filtering: The Balanced Scorecard now filters by Annual, Half-yearly, Quarterly, or custom ranges with multi-quarter selection, and a “Show Exact Match” toggle hides unrelated annual items while keeping parent objectives greyed in for context.
  • Period-Aware Progress Calculation for OKRs & Balanced Scorecard: The quarter filter now drives the calculation engine rather than just the display, so progress, perspective rollups, KPI actuals, and all three export formats reflect only in-period check-ins — eliminating 40–80 hours a year of manual export and recalculation.
  • Stacked Rollup Progress Bar — OKR List View: Parent rows now show a segmented bar color-coded by each child’s status, so one glance reveals the health distribution beneath an Objective and saves 3–5 minutes of manual row expansion per Objective per review cycle.
  • Configurable Starting Week for Bi-Weekly Check-in Frequencies: KR owners can now choose whether bi-weekly check-ins land on the 1st & 3rd or 2nd & 4th occurrence of the selected weekday, applied prospectively so in-flight schedules stay untouched.
  • Check-in Reminder Fix for Parent KRs with Non-Contributing Sub-KRs: Check-in reminders now fire correctly when every sub-KR under a parent is non-contributing, closing a silent notification gap that left parent KR data stale.
  • Balanced Scorecard Authoring Agent for Athena (BETA): A dedicated BSC Authoring Agent turns scorecard perspectives into measurable OKRs conversationally, drafting one perspective-aligned objective plus 3–5 key results with metric, baseline, and target — every write confirmed first, with 30-day rollback.
  • Unified Athena Agent — Ask Athena & Goals Authoring Agent Merge (BETA): Athena and the Goals Authoring Agent are now one unified agent with entry-point intent detection, so querying and authoring OKR, Goal, and PPM data happen on a single surface without users being misrouted mid-task.
  • Company-Level At-Risk & On-Track Drill-Down for Executives: Ask Athena now answers at portfolio altitude — a headline at-risk count per company objective drilling down to the leaf key result and the full accountability path, with an on-track digest that separates genuinely healthy objectives from green-but-stale ones.
  • Department-Level At-Risk & On-Track OKR View for Executives: A department-grouped, three-level drill-down (department → objective → key result) ranks teams by share of OKRs at risk rather than raw count, surfacing documented blockers in at-risk mode and replicable success factors in on-track mode.
  • Generate AI Summary Icon Restored in Balanced Scorecard More Actions: The Generate AI Summary item in the Balanced Scorecard More Actions menu now displays its icon, matching every other option in the menu.
  • Cockpit — Custom Attribute & Observer Filters: Custom Attributes and Observers are now filterable dimensions in the OKR Cockpit, so you can scope monitoring views to the structures your organization actually uses.
  • Configurable Progress Percentage Precision for OKR Views & Exports: An account-level setting displays OKR progress to 0–3 decimal places across every view and export, and an optional Progress Value column exposes the raw number — so 9.95% and 10.45% are no longer both shown as 10%.
  • BSC Restricted Document Access: Mark any Balanced Scorecard document Private and choose exactly who can open it, enforced server-side across lists, tab counts, search, exports, rollups, and API responses.
  • Consistent Documents Section Visibility in OKR View Details: The four Documents upload toggles can now be turned off independently — including all four — and the Documents section hides automatically, matching how Notes already behaves.
  • Currency Format Consistency in Bowler Chart: The Obj Currency and KR Currency columns now honor your organization’s currency display setting instead of always rendering the ISO code.
  • Reflect/Reset Notification Management — Dismiss & Auto-Purge: Dismiss individual Reflect/Reset reminders for yourself without disabling the feature org-wide, and notifications are purged automatically when their Objective is deleted.
  • Improved Clarity for OKR Carry-Forward Banner on Home Dashboard: The reset-window banner now uses plain-language, action-oriented copy with correct singular/plural handling, so non-power users can act without escalating to admins.
  • Module-Specific Tag Configuration: Tags can now be scoped to the modules they belong in — all modules, or individually to Objectives, Child Objectives, KPIs, Initiatives, or Tasks — so each area of the platform offers only relevant tag options.
  • Alignment Panel UI Refresh for Clearer Alignment Flow: The alignment panel now presents upward alignment and contributing OKRs as distinct visual cards with directional diagrams, so users choose the right relationship without prior knowledge of how alignment works in Profit.co.
  • Multiple Owner Control for Objectives and Key Results: A new OKRs Assignment setting lets super users permit multiple owners at the Objective level, the Key Result level, or both, adjustable at any time without affecting existing ownership assignments.
  • Plan Value and Deviation Indicator in Check-In Panel: The check-in panel now shows the plan value for the check-in date beside the actual, with a color-coded deviation percentage — green at or ahead of plan, red behind — giving progress context without cross-referencing a separate report.
  • Color-Coded Values for Dropdown and Multi-Select Fields in Master Layout: Super users can assign a color to each value in dropdown and multi-select fields, and those colors carry through to objective and key result creation forms.
  • Bulk Follow for OKRs: Select multiple OKRs from the list view and follow them in one action, with everything followed collected under Following OKRs.
  • Reorderable Tabs on the Following OKRs Page: Drag the Objectives and Key Results tabs into your preferred order on the Following OKRs page, and that order persists as your default view.
  • Bottom-Up Alignment for Assigned Key Results: Teams can now align their objectives and key results upward to a Key Result created by another department and assigned to them, lifting a restriction that previously blocked cross-department alignment.
  • Automatic Notifications for Athena PPP Review Submissions: Champions, Captains, and Department Heads now receive an in-app notification and an email the moment a Plan Problem Progress review is submitted, with recipients, CC fields, and content configurable from the Action Center.
  • Multi-Department Selection in KPI Summary Filter: The KPI Summary department filter now displays the full hierarchy with checkboxes, so any combination of Corporate, department, and sub-department levels can be applied in a single interaction.
  • Weekly OKR Audit Summary Report: Users can subscribe to a weekly email summarizing check-ins, status changes, and other activity log events across the departments they select.
  • Cumulative Percentage Validation in Milestone Sequences: Milestone sequences are now validated to total exactly 100%, with an inline error shown immediately so progress weightings can’t be saved miscalculated.
  • Grouped Display in Saved Views: Saved Views now display OKRs grouped by Corporate, department, and individual owner rather than as a flat list, with each group expandable.
  • Period Progress Filter for OKRs and Initiatives: A Show Period Progress option displays progress for the selected period alone — Q3 only on an annual OKR, for example — instead of cumulative progress across the full cycle.
  • Bulk Out of Office Request Creation: Create out of office requests for multiple team members in one action, with auto-approval, a summary of how many check-ins will be paused, and a notification to each user so they can opt out individually.
  • Edit Icon for All OKR Notification Actions: Every OKR notification action in the Action Center now carries an edit icon, so any menu group’s recipients, subject, and message can be configured in place.
  • Organized Check-In Date Picker with Future Date Restriction: The check-in date dropdown now groups dates into Past, Current, and Future, with future dates visible but disabled so progress is only recorded for dates that have occurred.
  • Say:Do Ratio Calculation Scope for Hierarchical Key Results: Choose whether the Say:Do Ratio is calculated from parent-level key results only or from parent plus all nested sub-KRs, with the panel recalculating immediately.
  • Excel-Style Interactive View in Plan vs Actual Chart: An Excel-style grid view turns every cell of the plan vs actual chart actionable — click a plan value to modify the plan, or an actual value to open the check-in panel — without leaving Cockpit.

PROJECTS

  • Sub-Projects in the Plan View: A project’s sub-projects now render inside the parent’s Plan view, putting the full multi-level timeline in one Gantt with milestone creation available anywhere in the hierarchy.
  • Task Connection Lines in the Plan View: Dependency connection lines now draw immediately in the Plan view Gantt, with no refresh or view switch needed, bringing it in line with the Task view Gantt.
  • Tasks in the Tollgate Sequence: Reviewers can expand any milestone in a gate’s Associated Milestones table to see its tasks, stages, and progress inline, with task detail opening in place so reviews never leave Governance.
  • Tollgate Configuration Updates for Existing Projects: Tollgate configuration changes can now propagate to live projects with a confirmation screen spelling out the impact first — and passed or approved gates are never silently altered.
  • Manual Progress Updates for Projects: An authorized user can now set a project’s overall progress directly instead of deriving it from milestone and task completion, with manual values rolling up to portfolio metrics exactly like automatic ones and full reversibility.
  • Checklist and Dependencies When Cloning a Task: The Clone Task dialog now carries over checklist items and dependency links, so a cloned task arrives ready to use instead of needing a manual rebuild.
  • Critical Path Method (CPM) in the Plan View: Critical Path Method analysis now runs in the Plan view, highlighting schedule-driving tasks on the page with an exportable critical-path report for stakeholders.
  • Tollgate-to-Milestone Mapping in Project Templates: Project templates can now carry tollgate-to-milestone mappings, defined once and inherited automatically so new projects are execution-ready with no manual Governance setup.
  • Scoring Sections Hidden When Project Scoring Is Disabled: Value Dimensions and Complexity Dimensions no longer appear during project creation when Project Scoring is off, giving non-scoring organizations a cleaner Create Project form.
  • Unified Athena Agent — Ask Athena & Project Planning Assistant Merge (BETA): Athena now transforms typed or uploaded requirements into a reviewable Project → Milestone → Task plan on the same surface used for questions, with gated writes, RBAC, audit trail, and 30-day batch rollback.
  • AI Status Report Icon Restored in Project More Actions: The AI Status Report item in the Project More Actions menu now displays its icon alongside the label.
  • AI Status Report Icon Restored in Portfolio More Actions: The same fix at portfolio level — AI Status Report now displays its icon in the Portfolio More Actions menu.
  • Associate Tasks with Expenses: Link tasks directly to a project expense — created inline or picked from the project — for full spend-to-work traceability without external spreadsheets.
  • Configurable Field Layouts for Templates: A visual template builder lets admins drag sections and field types onto a layout canvas, so every item created from a template captures the right information up front.
  • STEP File (.step / .stp) Attachment Support: STEP and STP files can now be attached anywhere documents are, keeping CAD and engineering files alongside the projects they belong to.
  • Rich-Text Formatting in Task Descriptions & Comments: The Sprints and Notes editor now powers task Descriptions and Comments, with auto-lists, strikethrough, and a “/” command menu.
  • Customize Gantt View Columns (Show, Hide & Reorder): Show, hide, search, and drag-reorder Gantt columns, with your layout remembered — hiding columns widens the timeline.
  • Resource Over-Allocation Warning: Over-allocated resources are flagged with a warning icon and negative available-hours badge in the Assignee picker, so capacity conflicts surface at planning time rather than after a deadline slips.
  • Fine-Grained Project Access Control (Custom Roles & Permissions): Build project roles from per-tab permissions, with two new presets — Project Task Editor and Project Finance Manager — so people get exactly the access they need and nothing more.
  • Time-Based Triggers for Task Reminders & Escalations: Schedule automated checks against task due dates and send consolidated notifications to assignees and their managers, ending manual chase-ups.
  • Clone Project Templates: Duplicate an existing project template and choose exactly what carries over — down to milestones, tasks, and subtasks — instead of rebuilding from scratch.
  • Subtasks in Project Templates: Templates now support a full Milestone → Task → Subtask hierarchy that is generated automatically when a project is created.
  • Resource Capacity Management: Add people to projects with a role, resource type, and allocation, see available hours before committing work, and set whether over-assignment alerts or is blocked.
  • Backlog: Park and Restore Portfolios, Projects, Milestones & Tasks: Move work you don’t currently need into a Backlog — frozen but fully preserved — and restore it wherever you choose, keeping active lists clean and rollups accurate.
  • Inline Assignee Editing in the Gantt View: Click a task’s Assignee(s) cell in Gantt to reassign in place, using the same picker as the List and Kanban views.
  • Notes Settings & Visibility Controls: A dedicated Notes settings page turns Notes on org-wide and controls whether notes sync across aligned OKRs and whether private notes are allowed.
  • Documents Settings & Source Controls: A dedicated Documents settings page turns Documents on org-wide and controls which upload sources — device, link, Google Drive, OneDrive — teams can use.
  • Assign Owners in Project Templates: Templates now capture Owner(s), so projects created from them start with the right owners pre-filled and no manual re-entry.
  • Multi-Currency Settings & Currency Format: A dedicated Currencies settings page manages multi-currency support, per-currency conversion rates and status, and whether amounts display as a symbol or a currency name.
  • Athena Task Authoring Agent — Milestone Owner Validation Fix: Athena now validates a proposed milestone owner against project membership before creating the milestone, so the owner field is never left empty after creation.
  • Localization Fix — Copy Icon and More Options in Athena Logs: The Copy tooltip and More Options menu items on the Athena Logs page now display in the selected application language instead of defaulting to English.
  • Accurate Task Placement on Gantt Chart Drag and Drop: Dragging a task bar on the Gantt chart now sets its planned dates to where it was dropped instead of resetting to today’s date.
  • Template Selection for Project Requests: Project requests can now be started from a template, built fresh in Settings or generated from a previously submitted request, standardizing how common request types are captured.
  • Save Portfolio or Project as Template: Save any existing portfolio or project as a reusable template straight from the list view, choosing exactly which attributes carry over — description, owner, access list, visibility, custom attributes, status, priority, and tags.
  • Portfolio-Based Role Access Control: Portfolios now have their own role-based access control, with default roles from Portfolio Owner through Portfolio Read Only User, assignable from each portfolio’s Members & Access page.
  • Timeline Cascading for Project Date Changes: When a project’s dates change, Profit.co proposes adjusted dates for every milestone, task, and sub-task in a preview panel, so you can cascade the update or keep the change to the parent alone.
  • Workspace Owner Confirmation When Adding a Board Owner: Adding a board owner who isn’t already in the parent workspace now prompts to grant workspace owner access too, setting up permissions correctly at both levels in one step.
  • Trash for Deleted Workspaces, Boards, and Tasks: Deleted workspaces, boards, and tasks now move to a dedicated Trash with a 30-day recovery window, where they can be restored or permanently removed.
  • Approval Flow for Project Creation: Super users can require sign-off before new projects go live, holding new submissions in Pending Approval and running them through a customizable sequential or parallel approver sequence.
  • Filter Support in Trash View: Filter deleted items by deletion date, owner, visibility, access list, task due date, or priority to locate specific items inside the 30-day recovery window.
  • Custom Markers on Project Plan Timeline: Add labeled markers to the project Gantt timeline to flag reviews, deadlines, or decision points without creating a separate milestone or task.
  • Updated Widget Names and Descriptions in PPM Cockpit: Every PPM Cockpit widget now carries a one-line description phrased as the business question it answers, plus a category and relevance tag, so the right widget is easier to identify.
  • Multi-Project Task Association: A task can now belong to several projects as one shared record, with progress, status, and ID reflected everywhere it appears — no duplicate copies to keep in sync.
  • Clearer Day Labels in Time-Based Trigger Scheduling: Recurring trigger day options now read “Every Monday,” “Every Tuesday,” and so on, making the scheduling intent explicit at a glance.
  • Portfolio Agent in Profit.co MCP: Create and manage portfolios, projects, milestones, and tasks from Claude or ChatGPT in natural language, with the agent prompting for any details needed to complete the creation.
  • Group-Based Plan Selection for Microsoft Planner Sync: Task boards can connect to Microsoft Planner either by selecting a specific plan or through a Microsoft 365 Group, surfacing every plan associated with that group.
  • OKR and PPM Insights via Conversational Queries: Ask questions about OKR and portfolio data in Claude or ChatGPT and get live answers on ownership, progress, risk, data health, and priority, scoped to your access level.

PERFORMANCE

  • Goals & Principles Adoption Dashboard: A new Adoption tab in the Performance Cockpit gives on-demand visibility into goals adoption, competency activity adoption, and assessment progress, with Created Date filters and two levels of drill-down — replacing manual back-end extracts and pivot tables.
  • Documents Toggle Settings — Enforced Minimum & Consistent Visibility: The Documents section now requires at least one upload option to stay enabled at all times, preventing the section from disappearing from OKR View Details.
  • Goal Weight Governance — Lock Weights After the Planning Window Closes: Goal weights become read-only once the Goal Planning Window closes, with a controlled extension request, approver decision, and configurable grace period — so weights can’t be adjusted after outcomes are known.
  • Competency Gap Analysis Charts Now Render Correctly with Employee Filters: Both the Employee Level and Org Level Competency Gap Analysis charts now return data when an Employee filter is applied, restoring reliable drill-down for review-cycle planning.
  • Performance Currency Symbol Changes: Objectives, key results, and budgets can be created in non-base currencies, with the currency symbol or full type shown beneath the progress bar and roll-ups converted at snapshotted rates.
  • Change Goal Owner Directly from the List Page: Reassign a goal’s owner from the Goals list view by clicking the owner icon, with no need to open each goal individually.
  • Read-Only Goal Actions in Cockpit Chart View: Edit and Delete are no longer shown when opening goal details in the Cockpit chart view, removing the risk of unintended changes during leadership reviews and presentations.
  • Direct PDF Download for Reviews: Reviews now download as a PDF immediately, with the intermediate preview screen removed entirely.
  • Clearer Label for CSV Export Action: The export button now reads “Export as CSV,” making the output format explicit before a user clicks.
  • Formatting Options in Master Layout for Question Templates: Question templates for Conversations and Feedback now support bold, italics, bullet lists, and other rich text, giving reviewers and participants better-structured guidance inside each question.
  • Multiple Secondary Reviewers per Review: The single-secondary-reviewer limit is gone — assign several per employee from the review setup or in advance on the user’s profile, each evaluating independently.
  • Multiple Managers for Manager Assessments: Additional Managers set on a user’s profile now carry forward automatically to every review they’re part of, with each manager completing an independent assessment.
  • Global Read-Only Role Precedence in License Assignment: A user holding Global Read-Only alongside an app-specific admin role such as OKR Admin now counts as a Read-Only seat rather than a Full Seat, with seat counts updating immediately.
  • CSV Export for Plugin Integration User Lists: Export the connected user list for any plugin integration as a CSV containing each user’s ID, name, department, role, status, and associated email for that tool.

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