2026.24: Projects and Rates Improvements

Created by Kenneth Abad, Modified on Fri, 12 Jun at 1:33 PM by Kenneth Abad

Features:

Project Improvements:

This week we've added new statuses for Projects in the app. The following statuses have been added:

Due Diligence
Defining Scope / Budget
Designing
Client Design Review
Design Revisions
Scheduling
Scheduled
Punchlist
Client Hold.

We've also added a multi-select "Status" column filter on all Project lists. This is available on all Project History lists and the Project master list.

Alongside the Status multi-filter, you are now able to export the Project lists. This will pull all of the columns that are selected and create a .csv file of the Projects that are within the set filters of the columns.

Rates Improvements:

We've added a new permission for Client Rates: Accept. This permission will allow you to accept any Client Rate that is pending.

There is also a new status for rates called 'Auto-Accepted'. This status will happen when you create rates for a company that is not on the system, and you are using this to ease your tracking of costs/spend.