Release Notes: Q1 2026

This quarter brought a wave of platform improvements, headlined by Financial Categories — the largest financial reporting investment in the platform's history — alongside a full Baseline redesign and new pipeline forecasting tools. 

Timesheet approval, time registration, and reporting also saw meaningful usability and performance gains.

Jump to...

• What's New at a Glance 
• Feature Details 
  • Financial Categories 
  • Flexible Pipeline Opportunity Reporting 
  • Baseline Upgrades
  • New Rich Text Editor 
  • Invoice Notes Cleanup in Advanced Analytics 
  • Time Registration Settings Enforced via API 
  • Delete Time Entries from Week View 
  • Timesheet Approval Visibility Improvements 
• Next steps to take  

What's New at a Glance

Financial Reporting & Forecasting

• Financial Categories: The platform's largest financial reporting investment to date.
• Flexible Pipeline Opportunity Reporting: Weighted forecasting and scenario-based filtering. 
• Baseline Upgrades: Read/edit modes, phase management, and placeholder generation.
• Phase Reordering on Scoping: Reorder phases directly on the Scoping page.

Time Tracking & Timesheet Approval

• Delete Individual Time Entries from Week View: No more switching to Day view to delete.
• Timesheet Approval Visibility Improvements: Pending counters and red-dot indicators in Calendar view.

Editor & Reporting

• New Rich Text Editor: Redesigned editor across descriptions and goals.
• Invoice Notes Cleanup in Advanced Analytics: Cleaner, readable invoice note text.

Feature Details

Financial Categories 

The largest financial reporting investment in the platform's history, touching every financial surface in the product.

• New Revenue field added to standard reporting. A new Revenue field now runs through Baseline, Estimated, Actual, Remaining Work, and Projected Total — and it's now the basis for Profit and Margin reporting (replacing "Billable Time and Expenses" for that purpose).
• More accurate Fixed Price and T&M reporting. The new Revenue field respects budget type, Manual Revenue Recognition, and month locking — closing the gap that previously made some projects look healthier than they actually were.
• "Billable Time and Expenses" renamed to "Billable Value of Service." Still useful as a comparison metric, just repositioned — no longer the basis for Profit/Margin.
• Three core categories renamed for clarity:
  • Planned → Estimated
  • Forecast to Complete → Remaining Work
  • Total at Completion → Projected Total
• Consistency and tooltip improvements. Terminology is being standardized platform-wide, and tooltips are being updated/added where missing.

See the full release notes for this feature for the complete list of what's changed and where you'll see it across the application. 

Flexible Pipeline Opportunity Reporting 

Weighted Forecasting: Apply win probability as a multiplier across financial and hours fields via a toggle.

Scenario-Based Filtering: New "Project Win %" filter with saved thresholds - for instant best/base/worst-case projections.

See the full release notes for this feature for the complete list of what's changed and where you'll see it across the application. 

Baseline Upgrades

Read and Edit Modes: Dedicated modes to safely review Baselines without risk of accidental edits.

Read Mode: 

Edit Mode: 

Phase Management Modal: Unified interface for adding, renaming, deleting, and reordering phases; phase order is no longer locked to date sequence.

Generate Placeholders from Baseline: Single-click placeholder generation from Baseline estimates (requires Project Allocation or Combined Resourcing mode; not compatible with Task-based resourcing).

See the full release notes for this feature for the complete list of what's changed and where you'll see it across the application. 

New Rich Text Editor 

Redesigned rich text editor rolled out across program descriptions, sprint goals, and project descriptions. This makes it easier to format and read important project details, so teams can communicate plans more clearly and stay aligned.

Invoice Notes Cleanup in Advanced Analytics 

Invoice Notes in AvA are now cleaner and easier to read. We removed leftover formatting characters that used to show up in the text, so finance and ops teams see clean, readable notes.

Time Registration Settings Enforced via API 

Time registration restrictions can now be enforced against API submissions, not just the UI, closing a gap where API-based time entry could bypass firm rules. Toggle defaults to OFF.

Delete Time Entries from Week View 

Time entries can now be deleted directly from Week view, removing the need to switch to Day view. 

This saves time and reduces friction for anyone correcting entries — no more jumping between views just to remove a mistake. 

Timesheet Approval Visibility Improvements 

Previously, it was easy for late timesheet entries to slip through the cracks. Approvers and managers had to click through week by week to check for submitted timesheets awaiting action — a slow, manual process.

Now, clear indicators show at a glance when submitted timesheets need attention, making it much faster to see where pending timesheets are sitting across the month, or to confirm everything is up to date.

How it works

• The calendar now shows a counter for the number of submitted time entries in the current week that are awaiting approval.
• Use the arrows in the calendar to quickly jump forward and backward by month or year.
• A red dot on the double arrows next to the current week selection means there are submitted timesheets in other months.
• A red dot on the single arrows next to the current week selection means there are submitted timesheets in other weeks within the current month.