April 11th, 2025

Release v2.26

This release focuses on improved proposal configuration and the ability to set a project coordinator.

  • Added a new section in System > Proposal Configuration

    • Allows configuring Scope of Services, Assumptions, and Exclusions more easily than before

    • Added the ability to drag-and-drop list items to re-order them

    • Edit items on a per-discipline basis

    • Edit Scope of Services per phase (now more closely matches the interface used when creating a proposal)

  • Replaced “Project Engineer” in project creation form with “Project Coordinator”

    • Project Coordinator is optional and intended to be used for larger projects where PM and Coordinator are not the same person

    • Added the ability to filter projects by Coordinator

    • Highlight Coordinator visually from Project Manager and other staff on project page

    • Added the ability to change Coordinator when editing a project

    • Removed Project Engineer that was only used to pre-populate project staff