We’re pleased to announce the November 2026 Update, version 2.3.12. This release brings a broad set of improvements to project workflows, financial visibility, email integration, and in-app guidance—alongside updates designed to support privacy and help prevent avoidable mistakes.
Better project control and visibility
Managing project stages is now more flexible. Teams can reorder stages using drag and drop, with stage numbers updating automatically to match the new sequence. The Co-consultants list also now sorts by company name by default, making it easier to find the right contact.
This update adds clearer safeguards around project status and archiving:
- Projects with stages that are incomplete or not yet invoiced can’t be archived.
- On Hold status is reserved for project owners, for both projects and stages.
- Warnings help users avoid adding files, dates, or stages to closed or archived projects.
- Blacklisted client alerts now appear across relevant client tabs and individual project views, so project owners can see important information without having to visit a specific tab.
Together, these changes make project workflows easier to manage and help teams spot important context at the right time.
More secure and connected workflows
Sensitive information deserves careful access controls. Sick Day records are now restricted to staff with the appropriate permissions, helping protect employee privacy.
The release also introduces Office 365 email integration, allowing users to send outbound messages from their configured email account. Co-consultant requests now use the assigned Office 365 account as well, correcting an issue that could send notifications from the PlanMan email address instead.
For co-consultant document uploads, selecting a file type is now required before submission. This helps keep uploaded documents consistently classified and easier to manage.
Clearer financial and administrative tools
To improve financial oversight, the project dashboard now offers enhanced metrics, with options to view monthly billed totals alongside targets and fiscal-year billed totals. This gives users a more centralized view of financial progress.
This update also supports non-fee-earning stages, making it possible to track internal work in the project workflow without creating unnecessary invoicing entries or completed-but-not-invoiced report items.
Additional improvements include a warning when editing client records, prompting users to consider whether a new client record would be safer. We’ve also updated and integrated in-app help documentation, so users can find support articles and access help more easily from within the application.