Release Notes

New Functionality

• Added the ability to clone rules to aid with the creation of multiple similar rules.

Usability Improvements

• When merging records, all fields that contain different non-blank...

Release Notes, Data Quality Helper

Performance and Usability Improvements

• “Import/Export File Types,” new custom setting, allows users to set Document or File for exporting/importing project templates.
• Replaced Task Gantt on the ...

Milestones PM+, Release Notes

Performance and Usability Improvements

• Select multiple teams when searching resources on Resource Management tab.
• Added filters to Print Gantt page.
• Project, Milestone, Task page layouts updated...

Milestones PM+, Release Notes

New Features

• Email Template LWC for Milestone and Task page layouts.

Performance and Usability Improvements

• Print Gantt page: hide Milestones and interface updates.
• Status LWC can now be added to...

Milestones PM+, Release Notes

Performance and Usability Improvements

• “Edit Template” button is now a premium feature.
• Gantt chart LWC and VF page available for Opportunity and Account page layouts.
• Getting Started tab updates.
• ...

Milestones PM+, Release Notes

New Features

• Portfolio expands Program capabilities by allowing Projects to relate to multiple Portfolios. To create one, go to the Portfolio tab or add the “Project Portfolio” related list to the...

Milestones PM+, Release Notes

New Features

• Custom Settings
  • “Auto Resource Team Assignment.” When a Task has an assigned team, all Resources of that team will be assigned to the Task.
  • “Maximum Number Of Tasks Per Project” sets a...

Milestones PM+, Release Notes