Three new columns added to the forecast table: Estimated Cost at Completion, Billed to Date, and Cost to Date. This provides better visibility into work-in-progress project financial health and billing status.

Project reports now accurately reflect company involvement by counting only projects with established company memberships, rather than all projects assigned to companies.

Budget Assistant now intelligently suggests markup changes including overhead, fees, contingencies, insurance, and other markup types. Users can review suggestions in a detailed table format and accept or reject them with one click.

Budget teams can now ask the Budget Assistant to update existing line items, not just create new ones. The Assistant will preserve unchanged details while modifying only the requested attributes.

When importing budget line items, you can now include a “Notes” column in your spreadsheet to add additional context or comments to each line item.

Users can now ask the Budget Assistant to remove line items from their budgets. Deleted items appear highlighted in red in the suggestion preview.

Previously, when project construction dates were missing or changed, users couldn’t modify employee assignments due to validation errors. Users can now successfully assign or remove employees from workforce assignments regardless of project date status.

The forecast periods table now shows a sum total of billed over/under amounts in the totals row, making it easier to track overall billing performance across projects.

Budget Assistant can now perform calculations when suggesting line items, using project measurements and mathematical formulas to automatically calculate quantities and costs. Formula-based suggestions are marked with an “fx” indicator showing the calculation used.

Export budget line item data from any commit including cost codes, quantities, unit costs, and descriptions. Access the “Export CSV” button when viewing commit budget details.

Project creators can configure how often bidders receive reminder emails to submit their bids: never, daily, or weekly. Reminders are only sent to invited bidders who haven’t submitted yet.

The bidding portal now filters out submissions and attachments that were uploaded by general contractor staff, showing only content uploaded by the trade partner to reduce clutter and improve focus.

When importing data with multiple selections for picklist fields (like industries or company roles), use semicolons (;) instead of commas (,) to separate values.

Administrators can now choose when to close bid submissions: at the due date, when a package is awarded, or keep submissions always open. This provides more flexibility in managing the bidding process timeline.

The Add Bidders modal now includes an “Add and Invite Bidders” button that automatically opens the invitation flow after adding bidders to a package, reducing the steps needed to get bidders participating in your project.

Activity logs now show icons next to each action (email invites, portal views, submissions, etc.) making it easier to scan and understand bidder engagement at a glance.

Task creation and updates now appear in real-time on the activities dashboard and project timelines.

Previously, budget allocation data would fail to load when the associated bid submission was discarded, causing incomplete budget views and potential data inconsistencies.

The AI Bid Level button now appears only when appropriate and the page updates automatically when bidders upload new submissions through the portal.

Users can now send bid invitations to potential bidders and track whether they’ve been invited or have responded. This includes enhanced status tracking showing “Invited” and “Not Invited” states in the bidder management interface.

Upload interfaces now clearly display supported file formats and the 50MB file size limit, helping users select appropriate documents before uploading.

Project managers can now see when bids were submitted manually by team members in the bidder activity timeline.

Document links are now blue and include download buttons. Breadcrumb navigation is consistently shown across all portal pages. Intent to bid buttons are properly disabled when internal users preview the portal.

Bidding package tables now correctly display the latest submission status for each bidder and accurately count submissions needing review. Previously, outdated or discarded submissions could cause incorrect status displays.

The bidding invitation modal now displays with a larger size and improved layout, making it easier to select bidder contacts and compose invitation messages.

Invite and Remove actions are now displayed as visible buttons instead of hidden in a menu, making it faster to manage bidder contacts during the bidding process.

The documents tab now includes helpful text explaining that uploaded documents are shared with invited bidders to help them create more accurate proposals.

The bidder table now shows clearer status information and allows filtering by whether companies have been invited to bid, making it easier to manage bidding processes and track outreach efforts.

Bidding invitation emails now display the sender’s name in the “from” field and use company-specific email addresses for better deliverability. Subject lines now prioritize project names for easier identification.

GC users can now click a “Preview Bidding Portal” button to see exactly how the bidding portal appears to bidders, helping them understand the bidder experience and troubleshoot issues.

Notes in milestone PDF exports are now positioned at the end of the table instead of in the middle, making exported reports easier to read and more professional looking.

The “Needs Review” status in bid leveling now uses a yellow triangle alert icon instead of a blue circle, making it easier to identify submissions that require attention. Status icons also include helpful tooltips when you hover over them.

Bid level filtering now supports multi-select, allowing project teams to view bids by multiple statuses at once (e.g., both “Reviewed” and “Needs Review” together) for more flexible bid management.

Added landscape orientation option for milestone PDF exports and improved text wrapping to prevent content from being cut off. The export interface has been reorganized for better usability.

The “All Documents” view now displays attachments from meetings, comments, leads, and activities alongside regular documents and photos, providing a comprehensive view of all project files.

When clicking AI Bid Level on submissions with existing scope items, users will now see a confirmation modal explaining that existing items may be updated. This helps prevent accidental overwrites and provides better transparency about what the AI processing will do.

The new Activity page provides overview statistics, activity breakdowns by type, performance trends over time, and top performer rankings. Sales leaders can filter data by week, month, or custom date ranges to monitor team productivity and identify coaching opportunities.