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...

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...

New Features

• Time Entry LWC allows users to enter times on Tasks without navigating to the Time Grid. Add the Lightning Web Component to Project, Milestone, Task Lightning page layouts.
• Time Grid...

New Features

• Expense Grid, a Lightning Web Component, can be added to Project/Milestone/Task page layouts.
• New Custom Settings
  • “Disable Status Cascading” won’t change the status of related records...

Performance and Usability Improvements

• Lightning Gantt will display holidays that’ve been set in the org.
• Time Entry grid default-sorts by Project when viewing Tasks or Milestones.
• To-Do List Items...

New Features

• “Milestones PM+ Settings,” new tab allowing admins to update custom settings in a categorized page.
• “Allow Blank Resource on Milestone Task,” new custom setting, allows Resource field...

New Features

• Default Folder For Imports, new custom setting, lets users set a document folder or file library for the Import Template page.

Performance and Usability Improvements

• Time Entry
  • Grid...