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...

Bug Fixes

• Fixed an issue where records of a certain object type would sometimes not be able to be created when the object type was the child object in a Lookup Helper Setting and the setting’s...

Usability Improvements

• Created a Schedule Management page to provide an editable view of all Lookup Helper Scheduled Settings.

• Added the ability to set a default value for the overwrite and blank...

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.
• ...

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...

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...

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...