Top Features

1. Enable purchase orders with item requirements 

Projects can create purchase orders directly based on project needs. You record material requirements within the project and convert them into purchase orders without intermediate steps. This works in combination with capabilities such as inventory reservation and centralized procurement management for projects.

Define roles and process agreements between project and procurement and agree on naming conventions and numbering for project requirements. This helps reduce lead times and emergency purchases once you start using this feature.

2. Add support to import tasks from other projects 

Instead of copying an entire project, you create a new project and import only the tasks you need. You can select tasks from one or multiple existing projects, allowing you to build a modular work structure without copying unnecessary components.

Map your WBS task blocks, give them clear names, and create a simple task library. This significantly shortens the setup time for new projects. 

3. Perform bulk operations for bookings on schedule board 

With this functionality, you can select multiple scheduled bookings or multiple resources at once and move them in a single action or assign them to another person or role. This is done directly on the schedule board, without editing each booking individually.

Define a replanning runbook (steps, checks, approvals) and determine who is allowed to perform bulk operations. This ensures immediate productivity gains upon adoption. 

4. Support for subscription billing in Finance & Operations 

This feature enables working with subscription contracts. You define what is delivered periodically (for example, support services or service bundles) and when invoicing takes place (monthly, quarterly, etc.). Invoices are generated automatically according to the configured schedule. 

The system can combine multiple recurring lines into a single invoice and supports tiered pricing models (for example, lower unit prices at higher volumes). Information flows seamlessly from sales agreements into financial administration, ensuring alignment between quotes, contracts, and invoices.

Best practices: 

• Define your subscription types and pricing, including any tiered pricing structures.
• Create templates for quotes and contracts to ensure fast and consistent setup of new subscriptions.
• Establish internal controls: who can create, modify, or terminate subscriptions, and which approvals are required?
• Ensure clean master data (products, pricing rules, customer data) so automated invoicing runs smoothly from the start. 

5. Enable Change Order Management 

Changes to project requirements or scope are centrally recorded, including their impact on planning, budget, and contract. This ensures changes are fully traceable and financially controlled, with all teams working from the same up‑to‑date agreements.

Define a standardized change process with clear roles and responsibilities (who requests, who reviews, who approves). This accelerates decision‑making and limits project and margin risks. 

6. View Outlook meetings within Time Entry Calendar 

Employees can see their Outlook appointments directly in the time entry calendar. This supports faster and more complete time registration and provides better visibility into daily planning. 

Define simple guidelines: which meetings are registered and which are not, and how to handle meetings without a project code. Provide brief training and example scenarios to ensure fast adoption.

7. Enable Project Revenue recognition using cost estimate instead of estimate at completion 

For some projects, it is more appropriate to recognize revenue based on the current cost estimate rather than the final estimate at completion. This feature allows you to make and consistently apply that choice.

Document your policy (when cost estimates are leading) and validate the required data flows. Define who reviews and who approves, ensuring a smooth period close. 

8. Update correction journal usability

Screens and steps for accounting corrections will become more user‑friendly. This reduces friction when creating and posting corrections and lowers the risk of errors. 

Update work instructions, agree on control checks, and configure authorizations so you can benefit from these improvements immediately upon rollout. 

9. Analyze project plans with multiple what‑if scenarios 

You can create multiple versions of a project plan and immediately see the impact of scope changes, timeline adjustments, changes in effort, or different resource mixes. You then select the plan with the best balance between time, cost, and quality. 

Define your standard scenarios (for example, shorter lead time, higher quality, lower cost) and corresponding metrics to enable quick and consistent comparison. 

10. Enable support for pools and crews in bookings 

You can plan fixed teams (crews) and interchangeable groups of people with similar skills (pools) as a whole. Instead of booking individuals one by one, you schedule the entire team or group in a single action, even across multiple days. 

Create an overview of your fixed teams and define criteria for interchangeability. Establish guidelines for when to book teams versus individual resources to ensure consistent planning. 

What’s in it for you? 

Projectmanager 

• Less manual coordination between project and procurement; project demand drives purchasing.
• Better material availability and tighter cost control per project.
• Faster project startup using proven task blocks; less time spent on cleanup and restructuring.
• Greater consistency across projects by reusing validated components.
• Fewer misunderstandings and unplanned costs; clear impact per change.
• A complete audit trail of decisions and approvals.
• Decisions based on insight into consequences; fewer surprises during execution.
• Faster approvals through transparent alternatives with clear pros and cons. 

Planner 

• Significantly less manual work when rescheduling, replacing resources, or performing large reallocations.
• Faster response to changes and reduced risk of errors.
• Less manual coordination and fewer planning conflicts.
• Higher utilization by consistently planning at team level. 

Finance manager 

• Predictable recurring revenue with clear visibility per period.
• Less manual effort: recurring invoices are generated automatically.
• Fewer errors and greater clarity through clearly defined contract terms and pricing.
• Improved customer experience with timely and consistent invoicing; invoice lines can be bundled where appropriate.
• More accurate revenue recognition timing and fewer retrospective corrections.
• Better alignment with cost planning and tracking.
• Shorter correction cycles and faster period closings.
• Less rework and fewer questions directed to the finance department. 

Project team members 

• Faster and more complete time registration, providing a stronger basis for invoicing and reporting.
• Less follow‑up effort as calendar appointments and time entry are aligned. 

Why act now? 

2026 will be a dynamic year for Project Operations. A wide range of new features will significantly accelerate and simplify planning, execution, procurement, and financial processes. This top 10 shows where the greatest gains can be achieved, with many more improvements already on the roadmap. 

Our recommendation: identify a few quick wins now, start small pilots, and define roles and processes early—so that once these features go live, you can immediately benefit from the new capabilities.