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Release Notes - 16.07.2026

📢 Procurement Schedule Overview Updates

We are excited to announce a series of targeted improvements to the Procurement Schedule Overview (PSO). This release enhances data accuracy, visibility, and automation, helping you streamline your procurement workflow from start to site.

Summary

This update bundles seven improvements across three key themes: data accuracy, usability, and workflow automation. Key changes include enhanced milestone tracking, automated supplier list approval, improved tender coverage metrics, and a new Excel export feature to assist with stakeholder reporting.

New Features

  • Export Grid to Excel: A new “Export to Excel” button is available next to the column filters. This allows you to download a report matching the live grid, including reference numbers, package names, budget order values, and all enabled milestones in chronological order.
  • Automated Supplier List Approval: This milestone now tracks progress automatically. It moves from “Not Started” to “In Progress” when suppliers are shortlisted, and to “Completed” once all listed suppliers have been formally approved or rejected.

Enhancements

  • Default Sort Order: The PSO grid now defaults to an ascending chronological sort by "Start on Site," ensuring your most urgent, upcoming packages surface at the top automatically.
  • Corrected Tender Coverage Metric: Coverage calculations have been updated to reflect industry standards: quotes returned Ă· tenders sent Ă— 100.
  • Supplier Status Logic: The grid now features enhanced status displays. Packages with no suppliers show “TBC”; once suppliers are shortlisted, the cell displays a count and “Shortlisted.” Clicking the cell opens a popover showing individual statuses (Approved, Rejected, Inquiry Sent, In Progress).

UX Improvements

  • Clickable Milestone Names: Current and next milestone links now feature a solid underline, making it easier to identify and navigate to them.
  • Interactive Completed Milestones: The static checkmark icon has been replaced with a green, interactive count pill. Clicking this pill provides quick access to your milestone data overlay.

Best Practices & Troubleshooting

  • Awarded Status: A package will display “Awarded” for the single winning supplier once inquiries have been returned for all suppliers on that package. Other suppliers will retain their individual status in the popover.
  • Milestone Completion: If a milestone is not completing as expected, check the supplier popover to see which supplier(s) are still pending a decision.
  • Tender Coverage: If the Tender Coverage metric shows a dash (“—”), this is expected until at least one tender has been sent to a supplier.
  • Troubleshooting: If the Supplier List Approval milestone remains incomplete, ensure at least one supplier has been approved, as this is required to trigger the completion status.

We are continually improving our platform to ensure a smooth and efficient user experience. For a step-by-step guide on how to use these new features, please consult our Knowledge Base article. Should you have any questions or encounter any issues, please don’t hesitate to contact our support team