Release Notes

Performance and Usability Improvements

• New custom settings
• Project Template: Exclude fields when exporting templates (using a comma-separated list of API field names). “Project Fields Excluded from...

Milestones PM+, Release Notes

New Functionality:

• Added the ability to track field history on rollups via the PS_Filter_Audit__c and PS_Filter_Audit_History__c objects.

• Added the ability to calculate a rollup from a target...

Rollup Helper

Performance and Usability Improvements

• New custom settings
  • Allow Duplicate Project Names lets multiple projects have the same name.
  • Hide Internal Tasks on the Gantt chart.

Bug Fixes

• Removed...

Milestones PM+, Release Notes

New Functionality

• Updated Data Cleanup Rules to support additional object types.

Bug Fixes

• Fixed an issue where some notification emails were not being sent to the listed contacts.
• Fixed an issue...

Release Notes, Data Quality Helper

Bug Fixes

• Improved the efficiency of Lookup Helper Settings which use a child filter and run asynchronously.

Lookup Helper

New Functionality

• A notification feature will now send an email to the user when a scheduled Cleanup Rule is not able to run due to free limits being exceeded.

Bug Fixes

• An error message is now...

Release Notes, Data Quality Helper

Performance and Usability Improvements

• Summary page now available on mobile devices.
• “Actual Start/Finish Dates” available for the Manage Project Plan field set.
• Import Milestone Template LWC can be...

Milestones PM+, Release Notes