Release Notes: May 2026

This month’s releases focused on improving project planning flexibility, strengthening integration controls, enhancing financial and forecasting accuracy, and increasing visibility across approvals and delivery tracking.

Improved visibility of submitted timesheets awaiting approval

We’ve added clear indicators for submitted timesheets awaiting approval directly on the calendar and date picker in the timesheet approval view.

This helps approvers quickly identify pending submissions, reducing the chance of missed approvals and improving overall timesheet processing efficiency.

Learn more: See our help article on Approving Timesheets

Reordering of phases & scoping

You can now manage project phases directly within Scoping, including the ability to add, rename, adjust dates, delete, and reorder them.

This provides greater flexibility and control over the project structure, making it easier to adapt plans as project requirements evolve.

Learn more: See our help article on How are phases ordered in Scoping

HubSpot Integration Updates: New Bidirectional Sync Options

We’ve upgraded our HubSpot integration with new bidirectional sync controls, allowing teams to choose how Deal Name, Deal Amount, and Deal Start/End Date are synced between Forecast and HubSpot.

This includes the option to opt out of bidirectional syncing so these fields only sync one way from HubSpot to Forecast, or the syncing behavior can be turned off altogether.

New Syncing Fields & Directions:

Settings and their impact when enabled or disabled:

These updates give teams more control over data flow, helping prevent unintended overwrites, improve data accuracy and consistency across systems, align syncing with actual workflows, and increase confidence in forecasting and reporting.

Learn more: See our help article on Updates to our HubSpot Integration: New Bidirectional Sync Options

Deliverables

For projects with Baseline enabled, you can define Deliverables, create Baseline estimates, and associate phases with the relevant Deliverable.

This improves visibility and structure across projects by clearly linking scope, estimates, and execution to specific deliverables.

Learn more: See our help article on Deliverables

HubSpot quote line items from project deliverables

Users with deliverables on projects can now push those deliverables to HubSpot as line items on quotes directly from Forecast.

This removes the need to manually re-enter project deliverables in HubSpot, keeping quotes aligned with project scope and reducing duplication of effort.

Learn more: See our help article on Pushing Forecast Deliverables to HubSpot as Quotes

Note: Pushing Forecast Deliverables to HubSpot as Quotes requires Deliverables on a project with Baseline enabled and the HubSpot integration enabled.

What We’re Working On

• Salesforce Integration Improvements: Introduces bidirectional data syncing for core opportunity details alongside advanced automation rules designed to bridge the gap between your sales pipeline and project delivery teams seamlessly.

• Baseline for Retainers: Allows Baseline to be enabled on Retainer projects.

• Custom Field Additions: Extends the Custom Field types in Forecast.

• Date-Effective Exchange Rates: Allows users to set and maintain historical exchange rates to improve reporting accuracy across the app.

Next steps to take

Keep an eye out on our Announcements to keep up to date on one-off releases as they roll out. There you will be directed to any key help guide step-by-step instructions as they are updated as well to align with the releases.

And if you have any questions, you can always contact your Account Manager.