Design 26.7 Release Notes

VIDEO | 26.7 Release Overview

This is a preview of the upcoming release. General release is available starting 07-SEP-2026.

  • Redesigned UI in Engineering — The Engineering module is updated with a new look and feel that provides a more consistent experience across all pages. This UI update makes it easier to view and manage information.

  • Column filter menus — The column filter menus have been redesigned and now show additional options to select from, allowing you to better view and filter data. ClosedRead more

    You can click the Ellipses icon, and then select from the following:

    • Sort Ascending

    • Sort Descending

    • Lock or Unlock

    • Filter

  • Lock columns in the Scope items page — You can now lock columns that allow you to view key information when reviewing large amounts of data. You can lock one to multiple columns at one time. ClosedRead more

    Locking columns allows you to scroll horizontally while keeping the column or columns locked in place on the left side of the page.

    To lock a column in place, click the Ellipsis icon next to a column, and then select Lock from the drop-down menu. To unlock a locked column, select Unlock from the drop-down menu.

  • Project-specific views — Saved custom views are now stored separately for each project. Previously, the views created were user specific and available in all projects. Now, views created in one project are no longer automatically available in other projects. ClosedRead more

    You can import saved views to your project by clicking View > Import View, and then select a project to import its views.

    When you import a project, the project imports with all its saved views.

  • New Scope Item page columns — New columns have been added to the Scope Item page to provide direct access to audit related data [PB3.1]without requiring you to review auto-log entries or open individual records. ClosedRead more

    New columns are:

    • Created by

    • Created date

    • Modified by

    • Modified date

    • Document count

    • Issue count

  • Scope item dialog box — When you add or edit a scope item, a new dialog box shows with a left navigation menu to easily navigate through the scope items sections and to align with other modules. Previously, a slide-out panel showed with multiple sections to edit. ClosedRead more

    The dialog box shows the same information that was previously available, along with additional tabs. In the left navigation menu, you can select from the following sections depending on your configuration:

    • Summary

    • Resources

    • Dates

    • Documents

    • Issues

    • Notes

    • Project values

    • User defined

  • Resource management — You can now associate multiple resources to a scope item. When multiple resources are associated, you can view a summary of the selected resources. ClosedRead more

    You can view a summary of resource items such as man hours, resource ratio, and percent complete of the selected resources.

    Selecting a single resource continues to show information specific to that individual resource.

  • Notes tab — Scope items now include a Notes tab that supports conversation-style notes. ClosedRead more

    Notes consist of the following information:

    • The user who created the note

    • The date and time the note was added

    • The note content itself

    Notes show in chronological order. You can access notes from the Notes tab in the scope item dialog box and from the Notes icon shown on the Scope Items page.

    Users with the View scope items permission can add notes even when they do not have permission to edit the scope item.

  • Scope item lock statuses — You can now associate a lock status value to a scope item when you enable Scope item lock for the scope item. The status provides additional context explaining why the scope item is locked. ClosedRead more

    From the Scope item lock status drop-down field, you can select one of the following statuses:

    • Not started

    • On hold

    • Removed

    • Completed

    Lock statuses are optional and are not required when locking a scope item. Forecast Remaining MHrs/Unit rate is automatically set to zero when a lock status of Removed or Completed is selected. As a result, the scope item no longer shows remaining forecasted hours.

    The scope item lock statuses can be included in import and export functions. During import, lock status values are only processed when the scope item locked flag is enabled.

  • Scope item claiming — A new Claiming icon shows next to scope items. When you click the Claiming icon, a new Claiming dialog box shows to manage claiming. ClosedRead more

    Previously, a Show claiming steps icon showed, and claiming was a nested grid within the scope item. When you clicked the Show claiming steps icon, it expanded the claiming section to manage claiming.

  • Actions drop-down menu labels — The labels in the Actions drop-down menu have been updated and now show only the module name for a more concise, cleaner look. ClosedRead more

    The updated labels are:

    • Documents

    • Claiming schemes

    • Work packages

    • Project values

  • Document claiming permission — A new Document claiming permission has been added for Engineering to specifically control access to the Claim Item and Undo Claim Item actions. You must have this permission to claim a document or undo a document claim.