What to look at first
Dark mode — Available in your user menu. It follows your system setting by default, and remembers your choice once you set it manually.
Portfolio metrics banner — Now on your homepage, so you can see where your portfolio stands before clicking into anything.
Project and budget pages — Cleaner dashboards, budget tables, and settings pages — the things you check every day are easier to find.
What moved or was renamed
Where | Before | Now |
Homepage | "To Do" tab | "Activity" |
Homepage | "+ Add Project" button | "+ New Project" |
Draw header | "+ Documents", "Download", "Edit", and "Delete" as separate actions | Consolidated into an "Options" menu |
Project header | Settings inside a dropdown | Settings shown directly in the header |
Project header | "Create draw" dropdown | "New Draw" |
Budget slideout | "View Budget Adjustments" text link | Now a button |
Project settings | "Line Item Settings" | "Budget line items" |
Project settings | "Rules" | "Rules & covenants" |
Project settings | "Document Approval Workflows" | "Document approvals" |
Project settings | "Form Configurations" | "Assessment fields" |
Project settings | "Members" (under Stakeholders) | "Contacts" |
Document approvals | "New Approval Workflow" | "Create approval workflow" |
Rules & covenants | "Add a manual rule" | "Add a manual check" |
Funding sources & uses | "Add Funding Source" | "Create funding source" |
Funding sources & uses | "Auto allocate funds" and "Set use of funds" (left side) | Moved to the right side of the page |
Also refreshed
Headers across the app, the homepage grid view, portfolio overview and capital forecasting reports, the project dashboard, draw funding sources, and every project settings page have all received visual updates.