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Release Notes 2023.15

Jared Elliott avatar
Written by Jared Elliott
Updated over a year ago

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Data Delivery Made Easy

Data Deliverables can now be configured as part of a Project Template.

When configuring a Project Template, click on (1) Project Information > (2) Data Sources & (3) Data Deliverables in the left-side menu.

This will make replicating Data Deliverables across portfolios of projects much easier.

Less Clicks, More Progress

You can progress Execution Tasks via import with the Work Package Execution Task Steps Import Type.

Note that tasks will be looked up using the following fields:

  • Entity Type

  • Entity Name

  • Execution Task Name

  • Execution Task Type

  • Name

Task steps are closed out in bulk using the IsCompleted header.

Back to the Backlog

Punchlist Items can be bulk-removed from IWPs.

You can multi-select Punchlist Items with CTRL + click or SHIFT + click. To remove, click on the (1) action menu > (2) Remove Items From IWP.

The Punchlist Items can still be found in (1) Actions > (2) Punchlist Items. The IWP it was initially created on can be seen with the (3) Created On Entity field.

Moving Day

Punchlist Items can also quickly and easily be added to new or existing IWPs.

When clicking on the action menu, choose Add Items To IWP.

You can choose an existing IWP from the grid, or create a new one on-the-fly at the bottom.

Punchlist Reporting

We now offer standard dashboard widgets for Punchlist Item reports.


  • Want to see what other features we've released? Check out our Release Notes collection.

  • Have a question on something you saw here? Get in touch with us at [email protected] or via our live chat widget in the bottom-right!

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