2026.09

Release 2026.09 is an exceptionally large set of changes. The biggest changes are in the Budget module, which gets a completely new approach to planning: forecasts spread over time, multiple actuals per item, and a baseline with the difference. We have also refreshed the Strategy module, where you now track goals and metrics as plan versus realisation.

And that is just the beginning. Permissions can now be defined separately for each workspace, all approvals have moved to a single tab, and files from the whole project are gathered in the new Files tab. For integrations and security we have added webhooks, personal API access tokens and the option to enforce SSO login. On top of that come many smaller improvements across the application.

To get to know all the new features, watch the video below or read the detailed descriptions of the changes further down.

Budget module redesign

The Budget module has had the biggest redesign in this release. The main change is how you plan: instead of a single amount per item, you can now spread the forecast over time and follow the budget month by month. The way you record costs and revenue has changed too: a single actual value has been replaced by a list of multiple actuals per item.

The Timeline view, where you see the budget by month, quarter and year, is now fully editable: you enter and correct forecast amounts directly in the period cells, without opening the item details.

Splitting an item into multiple forecasts and actuals now lets you create a monthly baseline together with the difference, which is also shown as a percentage. Item realisation is shown differently as well: the former status, which said whether an amount was a forecast or an actual, has been replaced by progress, which shows what percentage of the baseline has been spent.

There are also smaller improvements to the budget list: row colours for budget items that make the list easier to read, and collapsing and expanding items to a chosen level of the structure.

Forecast split over time

You can now split the forecast of a budget item over time, into individual months, quarters or years. In the item panel you switch the scale (Month / Quarter / Year) and see the forecast period by period, next to the actual and the baseline. The exact day-by-day breakdown of entries is in the list of forecasts.

You enter and correct amounts directly in the period cells: typing into an empty cell creates an entry, and clearing it deletes the entry.

Shifting forecasts in time

With Shift forecasts in time you move the dates of all entries of an item at once by a given number of days or months, forwards or backwards. Only the dates change; amounts and actuals stay the same.

Deleting past forecasts

With Zero out past forecasts you remove out-of-date forecasts from past periods in one step, for a single item or for the whole budget. Actuals and the baseline are not affected, and future forecasts stay unchanged.

Multiple actuals per budget item

Instead of one actual value per item, you now record multiple actuals: individual costs and revenues, each with its own date and amount. You add and review actuals both in the budget item panel and in the new, separate Actuals tab, which lists all actuals in the budget with filtering and a total for the filtered items.

You describe a single actual in a window: date, amount, link to a budget item and attachments. You enter the amount as a single value, and the system assigns it to the correct side (Debit or Credit) depending on whether the item is a cost or revenue.

Actual attributes

You can now describe actuals with your own attributes, just like budget item attributes. Besides the required date and amount and the optional link to an item and attachments, you can add your own fields of these types: short text, long text, number, date, link, single-choice list and multiple-selection list.

You define the attributes in the system settings, in a separate Actuals tab (we have split the budget item and actual settings into separate tabs). Once added, an attribute appears in every actual, and you set their order by drag and drop.

Importing and mapping actuals

Import

You can now import a list of actuals from an Excel or CSV file. A wizard guides you through the import: you load the file, then on a single screen you map the file columns to the actual fields (date, amount, custom attributes) and see a preview of the result straight away. The import goes through only when every actual has all the required data.

Mapping rules

So that you don’t have to assign actuals by hand, you create mapping rules: for each budget item you define conditions (on the amount and actual attributes) under which an actual is assigned to it automatically during the import. You can also create and save a mapping rule in a project template. When you import the structure of budget items from the template, the actuals mapping rules come along with it.

Linking the budget to the schedule

Linking a budget item to a schedule element now lets you offset forecasts in months; previously only an offset in days was available. You offset individual forecasts from the start or end date of a task by a given number of days or months, and when you edit a forecast date, the offset from the schedule element is recalculated automatically.

Budget in the schedule list

The budget is also presented differently in the schedule. In the task list the budget is shown as an amount, and the task panel shows its full breakdown: forecast, actual, baseline and difference.

Permissions at workspace level

We have rebuilt user permissions so that you can define them separately for each workspace. The permission list shows all workspaces in the organisation, and you set the access level for each of them independently. This means you can give the same user different permissions in different workspaces: for example, they can add projects in one and only view projects in another.

The rebuild finally lets you combine viewing all projects in a workspace with adding new ones. Previously these permissions excluded each other: a person who could view all projects could not create projects, and a person who could add projects did not see all of them.

User groups

The rebuild also covers user groups: you can now define permissions to individual workspaces in them too, and you edit the group permissions in a convenient window. Permissions and workspaces that come from group membership are a minimum: they cannot be lowered at user level.

Project attributes per workspace

Project attributes can now be assigned to specific workspaces. When you create or edit an attribute, you select the workspace (or workspaces) where it should be available. A project then shows only the attributes linked to its workspace, and the project list is not cluttered with fields from other parts of the organisation. In the same way, a project charter template offers only the attributes from the workspace assigned to it.

We have moved attribute management from System settings to the Projects tab. It is available to users with permission to edit project attributes, within the workspaces they have access to (a system administrator sees all of them). The attribute list has a new Workspace column (hidden when the organisation has only one workspace).

Existing attributes remain available without any changes: during the update they were assigned to all existing workspaces.

Approvals tab

The main menu has a new Approvals tab: a permanent place that collects all approvals, so you no longer have to look for them in notifications. Here you will find approvals awaiting your decision, approvals you have submitted and completed ones. The tab is available to users with a full licence.

The key element of the view is a graphical presentation of the approval process: the stages of the path are shown as arrows whose colour tells you the status at once. Green is an approved stage, blue is in progress, red is a rejection and grey marks the stages still ahead. This way you can see at a glance which stage a document has reached. The list also shows the submitter, the project the approval concerns and the decision date for completed paths.

You can filter the list by name, status and submitter. When approvals are waiting for you, the tab shows a counter with their number, and the items that need your decision are clearly marked. Clicking an approval takes you straight to the Approval section in the project.

Users who manage approval paths also have access to the Approval paths subtab, which lists all paths in their workspace.

The same graphical progress indicator also appears as the Approval column in other parts of the system: in the baseline list, in the project charter and in baseline reports.

“Needs work” status

Baselines returned for revision now get the Needs work status (instead of the former “Pending”). It works the same way, since the baseline can be submitted for approval again, but it clearly signals that the document has gone back to its author with comments. The status is visible in the project charter and in the Baseline tab.

Line manager approval

We have added a new option to approval path templates: Line Manager. Instead of choosing a specific person or project role, you can set a stage to be approved by the submitter’s line manager. When the path starts, the system automatically fills in the right line manager. If the submitter has no line manager defined, the path shows a validation message, just as when no person is assigned to a role.

Approving several project charters at once

In the Baseline tab you can now submit several project charters for approval at the same time. Just select the documents you want: each charter appears as a separate tab in the approval window, so you can approve them in a single process.

Deleting an approved baseline

You can now delete an approved baseline when the baseline or project charter was approved without an approval path. You delete a baseline from its details window (the “Delete” option under “…”). If it was the first or last schedule or budget baseline, references move to the next first or last baseline, and the project charter attached to the baseline goes back to a draft.

Importing baselines from MS Project

When you import a project from MS Project, schedule baselines are now imported too, up to the 10 versions that MS Project supports. Each version goes to the Baseline tab under the name “Microsoft Project [number]”, and the latest one is set as active. Imported baselines are approved by default (without an approval path), and the person who imported the project is shown as the submitter.

Files tab

Projects have a new Files tab: one place that gathers all files and links attached to tasks, budget, risks, products, project charters, baselines and reviews. Instead of looking for them in individual elements, you have them all in one view, in chronological order starting with the newest. For each attachment you can see:

• its name with a file type icon; clicking it downloads the file or opens it in a new tab,
• the date it was added and the user who added it,
• its association: the element (or elements) the file is attached to; clicking it takes you straight to that element.

You can quickly filter the list by attachment name.

Project-level files

Besides attachments added in specific elements, in the Files tab you can now add files and links directly to the project with the +Add button. This is the place for project documents that are not assigned to any task or risk, such as notes, presentations or links to external materials.

One attachment in many places

You can now attach the same file to several project elements without uploading it again. In schedule elements, budget, risks, products and baselines we have added the Add existing option, which opens the list of files and links already in the project. Just select the ones you want to attach (you can select several at once). You can now also rename an attached link.

Deleting a file in the Files tab removes it from all linked elements, so you are in full control of where a document is used.

Folders

You can organise attachments in folders and subfolders. You move files between folders by drag and drop, and all their links to project elements are kept. Folders can be collapsed and expanded, which makes it easier to work with a large number of documents.

Project templates

The Files tab is also available in project templates. When you create a project from a template, both the attachments added in elements and the files added generally in the Files tab are copied. Likewise, when you save a project as a template, you keep all the files from the tab.

Permissions

The Files tab is covered by project permissions, both for users and for project roles:

• View: reading and downloading files (standard and full licence),
• Admin: adding and deleting files (full licence).

You can turn the tab on or off in the project creation wizard and in the tab visibility settings of an existing project.

Link attribute

We have added a new attribute type: Link. It lets you assign a URL to an element, such as a link to a document, an external system or a task in another tool. You can define a Link attribute in:

• project attributes,
• schedule attributes,
• budget item attributes,
• budget actual attributes,
• project charter templates,
• review card templates.

Just paste the URL into the attribute. The link is then clickable wherever you use attributes: in project lists, portfolios and reviews, in project charters and review cards, in the schedule and budget list views and in reports. In lists the link is shown as the attribute name in blue, clickable text that opens in a new tab. You can edit or delete the value at any time.

Strategy module redesign

The Strategy module has changed a lot, mainly visually. We have refreshed the way you measure goal achievement, the layout of the whole module and its summary.

New “Goals and metrics” view

The former separate Goals and Metrics tabs are now combined into a single tree view: goals group → goal → subgoal → metric. You filter the list by type, projects and owner, and you can freely show, hide and reorder columns; each user’s layout is saved. You change the tree structure by dragging table rows to a new place.

Goals, groups and supporting projects

You describe a goal with its owners (there can be several), then with weighted metrics and supporting projects, to which you give a support level: major, medium or little. A new element is goal progress, which did not exist before. It is calculated automatically as the weighted average of the progress of its metrics (you give each metric a weight). In a goals group and in a goal with subgoals, the subgoals also count towards this pool, with their own weights, so progress at every level comes from the weighted share of the elements below it. You can also add a description, attachments and comments with @mentions to goals.

Metrics: plan and realisation over time

Metrics now track plan and realisation over time instead of single states. In the metric panel you keep a table of values (date, plan, realisation), and the system shows the progress and a chart that compares the plan line with the realisation line. A metric can be numeric, with progress calculated automatically, or text, with the percentage set manually.

Charts

We have added a graphical strategy summary that works like the portfolio summary. On a configurable grid you arrange progress tiles and realisation charts for selected goals and metrics, and you can resize and drag them. The layout is saved for the whole strategy.

Owners and permissions

Every goal has an owner, or even several, who manages its content: metrics, attributes, attachments and comments. The owner of a parent goal has the same rights to its subgoals. Adding and deleting goals is reserved for the Strategy administrator permission, and next to it we have introduced a global View of the whole strategy. Using the module requires a full licence.

Editing tasks from the Tasks tab

In the Tasks tab, the central view of all your tasks, you can now edit more directly in the task panel, without opening the project schedule (within the permissions you have in the project).

Besides the existing fields (name, time tracking, description, attachments, comments), in the task panel you can now also change:

• the start date, end date, duration and allocation,
• the owners and department,
• schedule attributes.

In addition, all associations in the panel are clickable and take you straight to the right place in the project: to dependencies, budget, risks and products.

Improvements in the Resources module

We have added several improvements to the Resources module that make it easier to work with workload data:

• Department view: in global resources and in the Resources tab of a project we have added the “Department” view (without users), available when departments are defined in the system.
• Total allocation in a project: the Resources tab of a project now shows the total allocation of the project.
• Hiding unassigned users: in the Department > User view we leave out people without assigned hours, so the list shows only the users who are actually involved.
• Easier-to-read values: in the monthly, quarterly and yearly views hours and MD are shown without decimal places.
• Data export: you can export resource data to Excel (in a project and globally), and in the global view also to PDF and PNG.

Progress, allocation and time tracking in the project charter

Project charter templates can now include three new fields: progress (a percentage), allocation and time tracking. Once added to a template, they show the project’s progress and its total allocation and time tracking in the project charter as a read-only summary.

Allocation and time tracking in reviews and portfolios

In the project lists in reviews, portfolios and the project report we have added columns that show the total allocation and time tracking of projects. The columns are available when Resources and time tracking are turned on globally, and they are hidden by default: you turn them on in the column selection.

Function attributes: progress, time tracking and allocation

Function project attributes have three new variables: project progress, total time tracking and allocation. All of them are treated as numeric values that you can freely combine in your own formulas. Progress is inserted as a decimal fraction (for example, 20% is 0.20).

This lets you build indicators such as:

• Time balance = Allocation − Time tracking,
• Labour cost = Time tracking × average rate.

Percentages on charts

Graphical charts in portfolios, project reports and reviews can now show percentage data.

On pie and bar charts you can now turn on a label with the percentage share of each option. The share is shown without decimal places, and values below one percent are marked as “<1%”.

We have also added a new chart type, Percent, available for project and risk data. It shows what percentage of the whole the filtered elements make up: their number, or the sum of a selected numeric field, compared with the overall value.

Improvements in portfolios and reviews

We have made several improvements to project reports, portfolios and reviews that make these views consistent and show more information.

Risks column

In the project list you can now show a column with the number of risks identified in the project, grouped by status: active, identified and closed, each with its own icon and colour. When you hover over the counter, a tooltip shows the names of the risks. Risks are now presented the same way in the schedule as well, including closed ones.

Project health window

The health details preview known from portfolios now also works in project reports and reviews: clicking the health name opens a window with its details.

Total row

Portfolios and reviews now have a total row, just like project reports. It appears when the table contains numeric data (numeric attributes and functions, budget, allocation, time tracking), and its values are shown in bold, with the precision set in the settings.

Combined “Schedule” report

The former separate task and milestone reports are now combined into a single Schedule report. Instead of choosing between two report types, you build one and separate the elements with the Type filter (tasks / milestones). The new report uses the same filters and columns that were available in the task report.

Existing reports work as before: during the update, task reports got the filter Type = Tasks, and milestone reports got the filter Type = Milestones.

Other report improvements

We have also made several smaller improvements to reports:

Gantt chart as in portfolios

In project reports the Gantt chart now uses the same options as in portfolios, including milestones, and you set the range of visible elements with the Chart button. You can also export the chart to PDF and PNG, according to the view you have set.

Project creation date

In portfolios, reviews and reports you can now show the project creation date, and in reports you can also filter by it. The date is also available in project charter templates, in reviews and in Function project attributes.

Submission date in the baseline report

We have added the Submission date column and filter to the baseline report.

Standard licence extended with tab view

We have extended the project permissions available for the standard licence with view access to more tabs: Resources, Time tracking, Scoring, Baseline and Reviews. This means users with a standard licence can now be given view access to all tabs in a project.

Webhooks

We have added webhooks, a way to integrate FlexiProject with external systems. Instead of polling the API over and over to check whether something has changed, you get a notification exactly when a given event happens in the system: FlexiProject itself sends an HTTP request to the URL you specify, so you can run your own automations and connect the application with other tools. The supported events are: project created, project deleted, approval started and approval completed.

You configure webhooks in System settings → Webhooks: you add a new one with the +Add button, choose the event and enter the receiver URL. You can create several webhooks for one event. When you save, a secret is generated automatically (shown only once), which lets the receiver confirm that the request really comes from FlexiProject. You can edit, delete and test each webhook with the Test button.

Personal API access tokens

The user profile has a new API tab, where you create and revoke your own personal access tokens for the FlexiProject API. A token lets you log in to the API with your email address and the token alone, without a password, so accounts that sign in with SSO, for which password login is not available, can now use the API too.

When you create a token, you enter its name and expiration date (30 days by default, 365 at most). The full token value is shown only once, right after it is created, so copy it and keep it somewhere safe; afterwards the list shows only its first few characters. You can revoke a token at any time, and expired tokens stay marked in the list.

In exchange for the token, the integration gets a session valid for 1 hour with your account’s permissions; after that it exchanges the token again.

Restricting login methods

In System settings → Organisation we have added the Login methods setting with two options: Password + SSO (the existing mode) and SSO only, which enforces login with a Microsoft or Google account only and blocks password login. The setting is shared by the whole organisation and applies to all users, including the administrator, so companies that use SSO can standardise and secure access to the system.

Switching to “SSO only” takes access away from people without a Microsoft or Google account, which is why this change is preceded by a confirmation window with a warning.

Invitation emails for Microsoft Entra ID users

In the Microsoft Entra ID integration settings we have added an option to send welcome emails. When it is on, every new user added automatically from Entra ID gets an invitation to FlexiProject. You can configure the setting even before the connection with Entra ID is established, so you decide in advance what happens once it starts.

Regardless of this option, a user starts receiving other email notifications only after their first login or after the first action that concerns them (for example, being assigned to a task or mentioned in a comment). This way people added in bulk from Entra ID are not flooded with notifications before they start using the system.

Other improvements

Besides the main new features, this release includes many smaller improvements. Here are the most important ones:

• Excluding archived projects: when you add projects to a portfolio, review or programme, you can leave out archived ones.
• Colouring in bulk actions: bulk operations in the schedule are now highlighted in colour, which makes them easier to follow.
• Schedule filtering: you can filter the schedule list by tasks and milestones.
• Reversing dependencies: in the dependency window you swap the predecessor and successor with one click, without deleting the dependency and creating it again.
• Role permissions preview: project roles show the set of permissions assigned to each role.
• Aggregation in summary tasks: numeric fields and function schedule attributes are summed up in summary tasks.

The list above is only a selection. This release also brings many smaller improvements to the interface and the everyday use of the application. Each of them is small on its own, but together they make working with FlexiProject smoother and more convenient.