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This month, we're turning "what ifs" into reality with new features that cover everything from forecasting pipeline demand, AI-powered custom reports, and giving your in-app working experience a glow-up.
Plan work before it’s won with Tentative Projects
What if you could confidently plan for the work that’s likely coming next, not just what’s already wrapped up? Consider your wish granted with the introduction of Tentative Projects that make it easier to forecast pipeline, model margins and risk, and run “what if” scenarios without disrupting your team’s work.
Now woven more deeply across Teamwork.com, Tentative Projects bring resource planning directly into the project, improving reporting on your pipeline mix and offering stronger templating support so you can move faster from idea to execution.
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Plus, with a HubSpot integration automatically updating project status by deal stage, sales and delivery stay aligned—helping you stay ahead of demand and ready for what’s next.
Available on Scale plans
Remove guesswork thanks to Quotes with full margin visibility
Quotes in Teamwork.com have seen a lot of changes over the past few months, and the updates aren’t slowing down. Now we’re giving you clear financial insight upfront to make it even easier to go from proposal to delivery. With full margin visibility right in the quote builder, you can see exactly how discounts, costs, and pricing affect profitability as you build—no spreadsheets needed!
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You also get more flexible line item control and a seamless one-click project conversion that maps quote details straight into a new project (including tasks, allocations, dates, and pricing) so you can start planning and executing immediately.
It’s all about helping you price smarter, plan better, and deliver faster. So go ahead, turn that winning quote into a delivery-ready project with confidence and clarity.
Available on Scale plans
A fresh look is coming to Teamwork.com
Get excited: Teamwork.com is getting a refreshed look and feel! When it officially rolls out, you’ll notice a cleaner, less busy UI that’s designed to help you move through your work with less friction and more focus. Not only that, but a customizable navigation will make tailoring your in-app experience to your individual workflow a cinch.
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Over the coming weeks, you’ll notice visual improvements, clearer navigation, and thoughtful refinements across key areas of the platform—all shaped by customer feedback and usability testing.
We know any change can be scary, but our goal is to make any learning curve as easy as possible. In the meantime, we've created a helpful blog post to let you know what you can expect from the cosmetic changes.
New in Reporting: AI formula magic, enhanced budget insights, and more!
As always, our Reporting team has been working away at updates both large and small. There’s a lot to cover this month, so let’s dive right in.
AI Formula Assistant
Tell me if this sounds familiar: a client asks for something complex for you to report on, so off you go into Google or ChatGPT trying to figure out how to structure the formula. Not anymore! Now you have AI directly inside the Formula Builder, ready to generate formulas based on your specific needs.
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Simply describe what you want in plain language and TeamworkAI will generate the formula from there.
Not only that, but AI Formula Assistant can also:
Help fix formulas that aren’t working
You'll see a "Fix with AI" option when a formula fails validation (you may be prompted to provide additional context)
Request more information if there isn’t enough detail to generate a suitable formula
Suggest corrections when there are validation errors
Provide ready-to-use recommendations
Once TeamworkAI suggests a formula, you can apply it directly and immediately see that it’s valid and ready to go. And to think you've barely had to lift a finger!
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Custom Report updates
We’ve introduced new editing options throughout Custom Reports that help you save time, including:
A handy column picker
The ability to toggle columns on/off or reorder them directly from the report
Easier access to the Formula Builder for Scale users, and visibility into Scale-only columns for Grow users
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Plus, you can now report on up to 3 years’ worth of data with Custom Reports, an increase from 2 years previously.
And for users of Advanced Reports, you can now group by up to five different data points.
Budget Insight Reports additions
We’ve added some nice additions to the newly released Budget Insights Report that minimize clicks and ensure you have the info you need about your budgets right at your fingertips.
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First, with the new option to expand rows, you can get right down to task list budget insights fast with less clicking around.
Next up, we've added a new filter for Budget usage, so you can quickly find budgets that are over or under selected thresholds.
Finally, we’ve updated the budget popover to include details on the budget duration so you know exactly what you’re working with.
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See public holidays right within your timesheets
A quick update for those of you know and love our Time Off feature: no more chasing time on public holidays when time isn’t supposed to be logged in the first place! Now, Time Off appears automatically on My Timesheet and Company Timesheet, helping you understand why hours weren’t logged on a given day.
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That means more accurate time tracking, cleaner weekly reviews, and instant clarity for logged hours that are automatically contextualized with this enhancement.
Available on Scale plans
A better way to stay on top of everything on the Teamwork.com roadmap
Looking for ways to keep up with all the goings on in the Teamwork.com product? Look no further! We’ve given our Product Updates page a makeover that better highlights both our new and upcoming features.
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Now you can get a clear running record of what’s been released, along with a new “Coming soon” tab that previews what’s on our future product roadmap.
Take a look around, bookmark the page, and get ready to see what’s new and improved.
Dark Mode in Desk has arrived
For Desk users who want to give your eyes a bit of a rest, we're excited to share that Dark Mode is now available in beta!
Simply head to your profile avatar and select the option to switch to Dark Mode. You can still alternate between light and dark themes at any time, but now you have more options to reduce glare and eye strain, as well as match the Desk interface to your personal preference or system theme.
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Also! If you're a Desk user who's interested in being among the first to try out our upcoming AI features, sign up here and we'll be in touch.
Catch up on all the updates you missed
Couldn't make our most recent product roadmap webinar? Luckily, there’s a full recording of it so you can still get a preview of what features our teams are hard at work on releasing in the coming weeks.
We'd like to thank the academy (and you!)
While we do our part in this product roundup every month to show you how we’re always working hard to improve Teamwork.com, don’t just take our word for it. We're proud to have made two recent lists for the best project management softwares, including PCMag and G2.
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Three cheers for customers like you putting their trust in us to help deliver exceptional work every time.
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