September 2024

Work with the Plan within Synced Workspace Templates (ProjectPlace/Portfolios)

We have made enhancements to the Portfolios/ProjectPlace integration, making it possible to work with the plan in synced Workspace templates in ProjectPlace. This enables a smooth setup of dependencies and board associations prior to workspace creation.

Note that resources defined in the Portfolios project template will not automatically transfer to the new project in Portfolios. To ensure assignments, financials, and other details from the Portfolios template are carried over, you need to initiate the workspace/project creation from within Portfolios. For more information, see this article

Card Mirroring

The Card Mirroring feature enables users to mirror a card to a destination board within the same or a different workspace. This functionality facilitates the management of the same card across multiple locations, ensuring synchronization of card details. For more information, see Create a Card Mirror in Work with Cards.

Enhancements to Report Automation

Users can now schedule automated report emails to be sent at the start or end of the month, offering more control over when reports are delivered. For more information, see the Automated Report Emails section of the Reporting article.