All the latest updates, improvements, and new features.
[1.18.7] - 2026-08-11
Added
Tickets can now be added directly to a company's QBR recommendations from the More actions menu. The ticket title becomes the recommendation title, and an optional note becomes its description.
Improved
QBR ticket highlights now show readable status and priority labels instead of internal values.
[1.18.6] - 2026-08-11
Improved
Operations Resourcing and Forecast can now show several project statuses together, including Best Case and Commit deals in the same view. Current projects remain the default so deal-stage planning does not clutter normal work.
When a HubSpot deal leaves Best Case or Commit without being won, its deal-stage planning project and penciled resourcing are removed automatically. Existing Core projects that were linked to the deal are safely restored and unlinked instead of being deleted.
[1.18.5] - 2026-08-11
Added
HubSpot Best Case and Commit deals can now appear in Operations as planning projects for pencil resourcing. They stay hidden from normal project and resourcing lists until you choose a deal status or All statuses.
When an eligible linked deal is signed, its planning project becomes Active. Deal-stage forecast amounts remain owned by HubSpot so they are not counted twice in Core.
[1.18.4] - 2026-08-11
Added
Contract pages now show an Engagement profitability card: actual and remaining expected revenue next to worked and planned delivery cost, so you can see mid-engagement contribution before the work is finished. Incomplete numbers name what to fix (links, schedules, or cost rates) instead of guessing.
[1.18.3] - 2026-08-10
Changed
Operations has a public feature page and docs label that match the product name. What older notes called Project Resourcing is the same Operations workspace under Delivery.
[1.18.2] - 2026-08-10
Changed
Operations is generally available: it no longer requires the experimental-features opt-in. Anyone with resourcing permissions can open Operations from Delivery in the sidebar and load capacity routes directly.
[1.18.1] - 2026-08-10
Changed
Restored the earlier billing and contract workflows while the recent expansion is redesigned in smaller stages.
Retired the live Project Works sync while preserving historical payment schedules and mapping records for reference.
[1.17.15] - 2026-08-07
Improved
Authorized administrators can now correct billed payment-schedule amounts after automatic repair is blocked, while other billing editors can continue updating unbilled amounts and adding billing items.
[1.17.14] - 2026-08-07
Improved
Dashboard links now reliably open the built-in dashboard, even when you have a custom dashboard set as your default.
[1.17.13] - 2026-08-07
Improved
Capacity managers can now switch project assignments between Penciled and Confirmed directly from Operations People and Resourcing views.
[1.17.12] - 2026-08-07
Improved
Assigning someone over capacity now shows a clear red warning you can confirm with one click, instead of typing a long confirmation phrase every time.
[1.17.11] - 2026-08-07
Improved
Date controls across Operations, project planning, forecasts, and contract billing now use the same picker. Single arrows move one period, while double arrows move a full visible window.
[1.17.10] - 2026-08-07
Improved
Expanded People schedules now show each person's allocated hours by week or month, with capacity colors that make open, nearly full, and overbooked periods easy to spot.
[1.17.9] - 2026-08-07
Improved
Each person can now have one reporting manager across all teams, while team Manager and Lead roles continue to control only that team.
Offboarding now reassigns or clears direct reports before suspending a manager.
[1.17.8] - 2026-08-07
Improved
You can now add existing staff, change team roles, and remove members directly from a team page.
[1.17.7] - 2026-08-07
Improved
Core AI focuses the chat box as soon as you open it so you can start typing right away.
You can minimize Core AI to a bottom-right dock chip (like pinned items). Your conversation stays available while you navigate; the chip shows when the assistant is still working. Click it to expand again.
[1.17.6] - 2026-08-06
Improved
Projects now have a dedicated Contracts tab, with linked contracts grouped by status and the relevant billing, attachment, editing, and unlink actions together.
Resourcing and Forecast views now offer clear presence filters: Resourced, Not resourced, or All, and Forecasted, Not forecasted, or All.
Fixed
Unified payment schedules with missing month rows are visible and editable again, including schedules whose dates have already passed.
[1.17.5] - 2026-08-06
Fixed
Technicians can use Dispatch someone and Schedule onsite again (including self-dispatch). The button and drawer open for staff who schedule their own visits.
[1.17.4] - 2026-08-06
Improved
The public Integrations page now shows accurate product status: Xero, HubSpot, Project Works, and MCP are experimental; webhooks are available with automations. Catalog cards with docs open those guides; planned integrations no longer look clickable.
[1.17.3] - 2026-08-06
Improved
Financial questions now go through Core AI (one assistant for the workspace). Answers respect your financial access grants — you only see cash, bank, payroll, or other sensitive figures when you have access.
Core AI can run longer multi-step financial and capacity work before wrapping up, and will summarize instead of stopping mid-task with a blank reply.
[1.17.2] - 2026-08-06
Improved
Core AI keeps working on multi-step questions longer and shows a clear working status (with elapsed time and Stop) so it never looks stuck after a partial reply.
You can queue follow-up messages while the assistant is busy, edit or cancel them, and press empty Enter or Send now to steer the conversation immediately.
[1.17.1] - 2026-08-05
Improved
Dispatch remembers your Team, Region, Customer, and Type filters when you come back from the sidebar (the date window still opens on the current two weeks).
When a team filter is active, Dispatch someone starts with that team’s technicians — use Show all in the dialog if you need someone else.
Board day cells have clearer grid lines so rows and columns are easier to scan.
[1.17.0] - 2026-08-05
Features
Dispatch is the new home for onsite work under Delivery: a two-week staff board, a Needs dispatch queue for unassigned and conflicted visits, and a Coverage view for contracted hours vs delivered.
Schedule onsite from a ticket (⋯ → Schedule onsite). Leave the date unset when someone still needs to be sent — it lands in Needs dispatch until you schedule it.
Technicians can self-dispatch and claim unassigned visits. Helpdesk admins still only see a company schedule when you share it from the company Onsite page.
Improved
Company Onsite pages remain for weekly templates, required hours, and portal sharing; older Onsite Overview links continue to work alongside Dispatch.
[1.16.24] - 2026-08-05
Billing
Project and Operations Forecast now show only active or approved schedules from active, non-archived contracts, so drafts and historical contract links no longer inflate future totals.
Creating a payment schedule from Forecast now continues to Contract Billing, where you can add amounts and approve the draft before it appears in Forecast.
Improved
Revenue access now includes a safe aggregate Profit by LOB view, and Financials Team access can preview the exact menu each person sees without exposing restricted accounts or individual compensation.
[1.16.23] - 2026-08-05
Improved
Workspace search now prioritizes complete company-and-record matches, opens the highlighted record with Enter, and includes a separate Full Search page with record, company, and updated-date filters.
Meaning-based matching is optional in Full Search, while Core AI remains available separately when you want help investigating the results.
[1.16.22] - 2026-08-05
Improved
Project Resourcing now compares actual hours with planned hours for completed weeks and months, highlights work within or outside 15% of plan, and keeps current and future plans editable.
[1.16.21] - 2026-08-04
Improved
Knowledge base article attachments sit in a compact side panel (collapsed by default) with thumbnail previews when you expand them, so long attachment lists no longer crowd the article.
[1.16.20] - 2026-08-04
Improved
On Project and Operations Resourcing and Forecast grids, the Total column stays visible while you scroll across months so you can always see the row sum.
[1.16.19] - 2026-08-04
Billing
Editing a billing unit type no longer forces a default scope when none was set. Choose No default to leave the contract dialog on its own Scope/Unit.
[1.16.18] - 2026-08-04
Improved
Assigning contacts as billing units now shows clear checkboxes and can select every matching contact (not just the first loaded page).
[1.16.17] - 2026-08-04
Billing
You can set a default scope (Per Contact or Org-wide) and unit on each billing unit type in Settings. When you add that type to a contract, scope and unit start from the type default and you can still change them before saving.
[1.16.16] - 2026-08-04
Improved
On a contract payment schedule, you can duplicate a month amount through the rest of the contract term in one click, and multi-month copy/clear updates apply much faster.
[1.16.15] - 2026-08-04
Improved
When assigning contacts as billing units on a contract, you can select all contacts in the list (or clear the selection) in one step.
[1.16.14] - 2026-08-04
Improved
On a project Forecast page, Manage Billing Items groups linked contracts by status so active work is easier to find.
[1.16.13] - 2026-08-03
Improved
Project members on the project Details page is a simple roster now — add, change role, or remove people without an hourly rate. Staffing someone on Resourcing also adds them as a project member.
[1.16.12] - 2026-08-03
Improved
On a project Details page, you can unlink a contract with a confirmation — the contract itself stays in place.
[1.16.8] - 2026-08-03
Fixed
Financial summary and financial alert emails now use Core branding instead of legacy Rooted Software Financials wording.
[1.16.7] - 2026-08-03
Improved
Billables links now open the relevant report section automatically, and unassigned hourly time includes direct ways to assign eligible billing or correct its source ticket or project.
Billables health now distinguishes real billing problems from expected customer pricing, monthly seat proration, and optional contract-review details.
[1.16.4] - 2026-08-03
Improved
Project Hours charts now focus on the most recent six months, with clearer month labels and more balanced axis spacing across dashboard and portal cards.