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 Functionality:

• Added the ability to rollup to URL type target fields.
• Added the ability to use cross-object sorts in filters.
• Added ‘NOW’ as an option for datetime filter conditions.

• Added the...

Rollup Helper

Usability Improvements

• Added the ability to run all active Lookup Helper Settings via a button on the All Settings page.
• Added the ability to edit Lookup Helper App Settings from the All Settings...

Lookup Helper

Bug Fixes

• Fixed an issue where users were unable to enable Create Category Records on a setting after removing a parent filter during the same edit.
• Fixed a cosmetic issue where some UI text on the...

Lookup Helper, 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

Usability Improvements

• Added the ability to sort by column on the Lookup Helper Settings page.
• Added the Lookup Helper Setting’s name to the browser tab while editing a Lookup Helper Setting.
• Added...

Lookup Helper, Release Notes

Usability Improvements

• Record lock error auto-retry functionality is now opt-in functionality.

Bug Fixes

Lookup Helper, Release Notes