Budget managers can create custom cost models by selecting specific milestones and applying individual escalation percentages. The system provides project comparisons and cost analysis tools to support better budgeting decisions.

Users can provide thumbs up/down ratings and written feedback on AI responses directly from the mobile app.

Budget Assistant now displays a list of all your previous conversations, making it easy to return to earlier discussions about your budget. Each chat can be named and renamed for better organization.

Previously, updating a budget line item would sometimes reset other fields to default values. Now partial updates preserve existing data while only changing the specified fields.

Financial data (Quantity, Unit Cost, Total) now appears before descriptive fields (Notes, Group) in budget comparison views for more natural left-to-right reading flow.

Large reports will now cap at 1,000 results instead of 5,000 to ensure faster loading and better system performance.

Mobile applications can now start new AI conversations and send messages through the mobile API, enabling Platform AI functionality on mobile devices.

Upload PDFs, images, text files, and CSV files to provide additional context to the Budget Assistant. Files are automatically processed to help the assistant provide more relevant budget analysis and recommendations.

The budget navigation has been redesigned as a collapsible sidebar that saves screen space while maintaining easy access to all budget sections. The sidebar shows icons by default and expands to show full labels when you hover over it.

When AI agents fail to respond, users now see a clear error message instead of wondering what happened. Administrators can view technical details to help with troubleshooting.

When giving negative feedback (thumbs down) to AI responses, users can now explain why the response wasn’t helpful. This feedback helps improve AI response quality over time.

PlatformAI charts now display numbers with proper comma formatting, dollar signs for financial data, and improved axis scaling for better readability.

The Budget Assistant chat now only scrolls to new messages when appropriate, and formula expressions (“fx”) are visible again in line item suggestions for better transparency.

Previously, users could potentially access AI chat conversations created by other users in their account. This update ensures proper privacy by restricting chat access to the conversation owner only (super users retain access to all chats for administrative purposes).

Users can now reliably use the Apply All feature in line item modals to bulk update segment values across multiple line items. Fixed issues with dropdown selections, value resets, and segment item handling.

The AI assistant now provides more accurate date filtering when creating reports by removing problematic filter options and clarifying exact date format requirements.

Users can now filter PlatformAI reports using numeric fields like probability and currency amounts without encountering validation errors.

Project teams can now select multiple bidders in a bidding package and send the same message to all their contacts at once, streamlining communication during the bidding process.

The Final phase is now available when creating budget milestones, completing the full project lifecycle from design through final completion.

Users can now click on an open artifact to close the sidebar, and the sidebar automatically closes when switching between different AI chats.

Budget Assistant markup suggestions now show accurate dollar amounts and percentages instead of incorrectly scaled values.

Hover over any AI message to reveal a retry button that regenerates the response with the same prompt.

The Budget Assistant input area now maintains a reasonable size and provides better keyboard interaction when composing longer messages.

Currency amounts in reports now display with proper decimal formatting, showing values like $1,000.00 instead of $1,000 for better financial accuracy.

When creating or editing budget group types, users can now select which measurement types (GSF, NRSF, Units, etc.) are relevant to that group type. This helps ensure budget groups use the appropriate measurement types for their category.

PlatformAI can now execute multiple existing reports at once, making it easier to refresh data from previously saved reports without recreating them.

The banner showing which customer account is being viewed now uses shorter, cleaner text for better readability.

Budget Assistant conversations now support markdown formatting, making messages more readable with proper styling for lists, emphasis, and structured content.

Platform AI conversations now display multiple responses from agents in a single exchange, providing more comprehensive and detailed answers to complex queries.

The Budget Assistant interface has been redesigned with a cleaner, more consistent look and enhanced suggestion management. Users will experience improved responsiveness when working with budget suggestions and validations.

Budget Assistant now creates detailed action plans before making changes, shows live progress as each step completes, and allows users to approve or reject plans before execution.

Workforce managers will now see accurate utilization data when employees are unassigned from projects, improving resource planning accuracy.

When requesting budget modifications, the Budget Assistant will first present a detailed plan showing exactly what steps it will take to complete your request before beginning work.

Budget Assistant now supports creating new chat threads, allowing users to start fresh conversations while preserving chat history. Each chat thread can be linked to specific change requests for better organization.

The bulk deadline setting feature no longer applies partial dates while users are still typing, preventing incomplete or invalid dates from being set across multiple tasks.

Project managers can now create custom views that filter projects based on their next task properties, making it easier to find projects with specific upcoming tasks or deadlines.

Employee utilization dashboards and capacity planning tools now reflect accurate availability after project deletion, preventing scheduling conflicts and resource allocation errors.

Report CSV downloads now include an ID column as the first column to help with data analysis and cross-referencing records. Activity reports continue to exclude ID columns as before.

Access the new company filter through the Filters modal on the forecast report page to analyze forecasts for specific companies only.

Contact saved view CSV exports now include an ID column as the first column, making it easier to identify and reference specific contacts in exported data.

The Budget Assistant now analyzes project requirements and suggests relevant measurements. Users can review suggested measurements in a dedicated modal and accept them with one click to add them to their budget.