fluid.work Roadmap

The all in one platform for PMOs and project teams Unlock unparalleled strategic business value and supercharge your PMO with Fluid - The Strategic Change Platform

Project Details & Metadata 17
export & bulk editing 36
project reporting 43
my items 3
boards 51
data analytics & visualisation. 22
change request 3
risks & issues 4
resourcing dashboards 3
actions & decisions 3
project financials 12
ui content 1
Project Status Reporting 17
permissioning 6
Custom Properties 14
resource planning 22
task management 21
risk management 21
Project Template Reporting 4
project scheduling 74
ai 8
project template 3
project benefits 3
ui improvements 31
timesheeting 11
Feature request 87
meetings 16
user management 8
Work Requests 8
integrations 12
notifications 17
governance 8
Under Review
0
Enable label change for Achievements & Next Steps Status Fields
0
Custom Report binding elements: add a 'Updated' filter to measure against
1
Resource Dashboard Chart Legend to Update when there are overallocations
0
Ability to switch the Team Allocations to % and hours as with Dashboards
0
Adding custom property values for Table custom properties via Bulk Edit
0
Clear Assignee rule for tasks created directly into a column
0
Bulk Edit for Copying Governance Assessment Models
0
Resource Forecasting: Ability to update utilised capacity based on Bank Holidays depending on the resources timezone
0
Role Based Allocation screen (Community) - default to ungrouped view
0
Add comments and custom properties to Financial Actuals input screen on projects
0
Baseline Variance column in Schedule Export
0
Alert notification of Overdue items to the person that assigned the item
2
Hide Previous Months on Resource Dashboard
1
Option to add more graph tiles on a dashboard.
2
Permission controls at subprotfolio level
1
Custom Impact Types
1
Allow for multiple confidential projects as part of a confidential program
0
'My Team' page for resource managers - Drill down by resource manager
3
Add 'Opportunity' to list of Impacts
2
AI-enabled scenario planning in Boards
1
Clone Board Task Attachments
6
Saving applied filters on Actions & Decisions dashboard
0
Resource Forecast Bulk Edit - Option to download the file with team members without allocation, listed in the file
0
Export for Missing Timesheets & Non Project Line Time on Project Workspace
0
Custom Impacts scoring based on Project Type
0
Additional Divisions, Dept and Team filters in User & Resource Management and Resource searches
1
Binding Element to list 'Closed' benefits in Word and PPT reports
4
Ability to change task status or archive based on number of days in current status
0
Option to Export Tasks from 'Completed' Boards in the 'Sprint History' in Task Excel Export
0
Ability to Hide Board Tasks in the Actions and Decisions Log on the Project Workspace and Save the Filters
1
Permalink Field in Power BI Integration for Linking to board Items
0
Dashboards: Add "By Status" to the Grouping for schedule Filters and Options
0
Stage Gate Approvals - Message box asking if you are sure you want to approve/start the approval workflow
1
Customisation of Dashboard Table Columns (Hide/Show & Choose Property to Display)
1
Export via Excel or Bulk Edit Function, ONLY tasks that are filtered for
1
Report Preview
6
Audit logs for changes to board tasks
0
Reordering option for RAG components
1
larger timeframe for insights
0
Schedule task dynamic linking
2
AI-Generated Content Indicator
1
Formatting status reports
1
Actions custom property
8
Link follow-on actions to multiple board tasks
0
A setting to lock down the 'Description' fields in the Project Details
3
Monthly Report - AI Gen
2
Status Report Update Reminder
0
Schedules: Revert back to a baseline
1
Meetings - Be able to apply a meeting template to all meetings in a series
2
IDP initiated login via Okta
0
Custom property value reference on sub-tasks
2
Option for schedule parent tasks to automatically auto-calculate when it has sub tasks
4
Parallel approvals in workflow decisions
0
Board Tasks: Conditionally set a custom property to be 'Required'/'Not Required' based on the Status/Column
1
Non-project tasks for timesheets can be 'chargeable' at an individual level
6
Multi-Level Grouping in for Board Tasks, Dashboards
1
Ability to Filter Projects by Start and End Date in Quarter
1
Allow for Resources to be Allocated Weekly
4
Sort By date option on Project Roadmap Layout
1
ValueCalc within grid custom properties
7
Fluid AI for Lessons Learned
1
Link Project Impacts
4
RAG status & strapline sync for schedule tasks linked to board tasks
4
Side Scroll Bar
2
Allow Multiple Impacts (Risks & Issues) for Path to Green Items
1
Creating meeting reoccurrence in Fluid
2
Update labels & default value on Risk Treatment Options
4
Ability to link Methodology Phase dates to a Schedule Phase task
1
Project Requests - Allow data to sync to Benefits and Ongoing Costs (Project Intake / Pipeline Boards)
8
Custom report builder
0
Duplicate / Clone a Schedule (Gantt) Task in the UI
0
Timesheet Comments/Chat
5
More Filtering Options in the Actions and Decisions Section (inc. WorkHubs)
0
Tooltip/Annotation to note that Baseline Variance is Calendar days.
4
Ability to bulk edit (Upload) check list Items
4
Saved Filters on Kanban Boards
1
Ability to re-name or categorise meetings linked to project
1
Ability to amend the terminology for 'Strapline' in the project status reports
0
Displaying Active Rate Cards via User Management page
0
Add additional colours to dashboard pie charts
1
Project Titles on Schedule Dashboards - Dynamic Column Resizing
0
Dynamic Filters on Project Dashboards
3
Dark mode interface
0
Templates to Pre-Populate Project Details Fields
0
Associate a schedule baseline with a Change Order
0
Visual indicator for attachments/links in the Gantt
2
Updating date format on an instance
3
Calendar view on Project Roadmap reporting layout
0
Viewing all resources submitting time on Timesheet Performance
4
Dark Mode option
0
Add ability to group financial dashboard project lists by Portfolio
2
Add Filters & Grouping on the "Executive Roadmap" dashboard
0
Weekly Timesheet Compliance Export
1
More chart types options
3
SharePoint Integration
0
Notifications for Requestor (Work Requests) when task is in a completed state
1
Actions & Decisions Impact Dependency bulk 'approve'
1
Reporting Dashboard Tab
1
Enable Capacity allocations from Dashboard view
1
Hide portfolios in portfolio menu and filters where user does not have permissions to view the portfolio projects.
2
Edit BoardWorkspace Name/Title
3
Parent Project or Program level impacts can be linked to multiple subprojects
2
Add the 'Project Dashboard Actions' to the Schedule Reports List
0
Status Report Images
2
Automatic Task Reassignment When Swapping Placeholder to Named Resource
3
Allow all project team to add Risk and Issues
0
Gantt Read Only View Expand Collapse
1
Schedule Critical Path Improvements
2
Highlight column headers in bulk edit templates a different color when they are required for upload
0
Allow uploading MSP schedule files on Project Templates
4
Persist board workspace chart settings
4
Linking projects to phases in a program
3
Option to amend promotion levels when uploading an MS Project file to create a schedule
6
Link board tasks to multiple boards and its updates
3
make high priority items in the schedule more visible
0
Headcount/Hours filter option on Resourcing Export to Excel
1
An option to customise meeting minutes verbiage when declaring attendance.
4
Option to be notified if a resource on your project is over-allocated.
0
Allow multiple assignees for custom property of data type 'Person'
0
Add project dependencies 'Finish-to-Finish' for cross project scheduling.
1
New Dashboard Layout - 'Path-to-green & Impacts' layout with a Delivery Schedule View
0
Option to add column for task 'Type' to the project schedule and edit gantt view
1
Resource Alignment with Start/End Dates
0
Task Update History
1
Changing Benefit Types order
0
Impact Matrix PDF
0
Show Project % Progress on Dashboard Landing Page/Default View
0
Highlighting current phase in a Word/PPT template
0
Updating the order of project benefits
1
Linking board tasks from one board to another board
0
Configuring email notifications for all task types
2
Synchronize stage gate phase dates when schedule phase date are updated
0
Resizing charts on a project dashboard
0
Setting RAG Component Owner field as Optional
0
Enable rate cards to use default currency conversion rates
0
Customizing the project health option on the Methodology layout
1
Schedule dashboards should display projects in hierarchy order
0
Adding different number formats (Decimals)
1
Saving current/collapsed Gantt view
1
A boards dashboard to split boards into themes
0
Displaying sub-projects under programs on a Project Roadmap layout
5
Support importing of MS Team Video AI transcript actions
3
Tags on actions
3
Teams area - resource suggestion
3
Configuring Project Details Export to exclude custom props
2
Setting reoccurrence for board tasks
1
Switching to Calendar view on a board
1
Enhancements for Gantt Navigation and State Persistence
0
Exclude Closed Projects in the Unsubmitted chart
4
Re-opening closed months as Financial Admin
3
Integrate users email with Fluid for AI Assistant to help PMs day to day work
5
Project plan visibility during phases
2
Allow custom property to be set as inactive
2
Set mandatory fields for project creation
3
Automatic linking of Previous Meeting Actions to Agenda items - Recurring meetings
0
Support Editing Successors & predecssors in grid
2
Security role order
2
Change Requests automated to Change Log
2
Converting a Gantt/schedule plan to a board
1
Adding allocations without accessing project workspace
1
Broadcast/general message option
3
Enhancement to boards and filter status retention
6
Schedule actions email notification
4
Add External Meeting Attendees
2
Add External Attendees to Once off meetings
2
Applying new project templates to existing projects
7
Setting a different schedule task type as a default option
1
Grouping by sub portfolio from the View Layout option on project dashboard
1
External Dependency Impact
1
Selecting multiple projects on custom property "Project" data type
0
Hiding project detail fields on the project filters
0
Setting "Show Dependencies" filter off by default
4
Adding brand details to a pdf
7
Add a report to export late schedule tasks
0
Add a control to a board so items cannot be moved to a particular column without meeting specific criteria
2
Setting up rag components based on project types
0
Baseline impact/probability dates
0
Updating impact dependencies (Outgoing/Incoming)
3
Filtering by Board Task ID
1
Linking multiple risks/issues to a component rag
0
Rag Component Commentary
0
Displaying reportable status custom properties
1
Displaying previous status reports on a project dashboard
1
Editing project detailed list columns
0
Adding/removing pie charts from reporting layouts
0
Adding risks/issues/board tasks into a meeting session
2
Inserting logos on notification emails
0
Customizing notification sender name
1
Notification configuration (Setting which notification to receive)
0
Creating work requests from Meetings and Projects
0
Saving draft work requests
0
Task days/period tracking in board columns
0
Customizing Priority, Impacts and Points fields
0
Setting conditions for different board column states
0
Custom properties bulk edit
2
Universal Config SetUp for Jira/DevOps
2
Network Map at Portfolio Level
1
Baseline Methodology Phases
0
Link Board Task to Milestone without linking board to project
11
Ability to set working days/public holidays to schedules
1
KanBan Board Tidiness
1
Linking predecessors from the task dialog
2
Ability to assign phases to teams/department and have a centralised view of all phases across multiple projects in one space.
0
Lock board task order
1
Actions, Deliverables and Decisions
4
Make the Priority field values customizable
0
Changing a Program to a Project
1
Exporting board task attachments
1
Enhanced Project Phase Addition
0
Generating a word template from a Kanban board card
1
Filtering on all months via Delivery Schedule reporting layout
2
Clear custom property date values on UI
3
Project GANTT View: Copy, Paste and Cut action/deliverables
5
Delegates for Managers
0
Export Board Task Types
1
Data export of projects that have not had any recent updates or activity for 30/60/90 days
2
Linking of Meetings
3
Dynamic Resource Rescheduler
2
Automated email reminders for tasks
2
Gantt chart view of board tasks
3
Cloning deliverables on a schedule
4
New Board Task Notifications
2
Does Fluid alert users if dates do not align?
0
Export to Excel - Project End dates
2
Status - Achivements , next steps aligned with Gant schedule
9
Customize User Dashboard
1
Project Creation Date Export
4
Export of all chat/comments on a board
4
Scenario Planning - Schedules
2
Create User "Types" i.e User Template
1
Clone board tasks on the same board with same details
2
Timesheet compliance on the front page/landing page
3
Re-assigning actions/decisions using bulk edit
3
Easy navigation through custom categories of custom fields.
2
Customise Points & Impact Values
1
Link Documents and Project Repository Field
2
Ability to set up the order of Component Rags
4
Show Resource Current Month + 12
2
Option to add Work in Progress (WiP) Limit on Boards
2
Visual Radiator for Parent / Child Relationships
1
Visual radiator for Parent / Child relationships on boards
2
Export Parent / Child relationship link data
3
Allow open access to Workhubs
2
enable a board to be used for a ticket/PO type situation
2
Create recurring / repeat tasks
2
Meeting Minutes Send options
5
Automatically update RAG status based on due date
1
Add Workhub as field in the project, board and meeting set-up
3
Create new meeting template
4
Undo / redo buttons
4
Excel download: People under-booking time
4
Setting specific reminders that will be alerted through DOT
7
Undo/Redo button for Description box
10
Action reminders based on a Project status
1
Lock Project name in Financials Widget
1
I want to be able to copy an existing user profile when creating a new user.
3
Add option to disable Timesheet Approval Requests
1
I should be able to enter the yearly forecast amount on the financials forecast page.
2
Templates in Kanban Boards
1
Comments in status report extract (Bulk Edit)
1
Fluid meetings created in Outlook, update cancelled meetings with a cancelled status and not delete
3
Allow Project Administrators to Lock a Period for Project Status Updates
2
Add a follow on task using slash commands in the chat of a task
4
Text search
2
Float the schedule headings in portfolio schedule
2
Financials by Project Widget on Resource/Finance Forecast Report
2
Zoom integration to Fluid
2
Work In Progress Limit on Kanban Swimlanes
4
Support Level 1 & Level 2 Tagging of Schedule Gantt Items
5
Calendar integration
3
Automated Risk/Issue Exception Notification
3
Adding a "notes" section to board tasks
3
My Items worklist should display risks and issues assigned to the user
4
Archive tasks in a Board with bulk edit
4
Include email content when forwarding an email to Fluid
4
Portfolio Info Graphics
4
Filter on @mentions
4
Export all assigned actions in Fluid for a specific user
5
Export all meeting session minutes to one file
10
"From" notification email is sent from the Project Name instead of AMP
12
Include more fields in Bulk Invite upload
17
The ability to create our own layout pages
30
Linking tasks created in a board into a meeting
25
Would like to be able to build excel extracts with our own selected fields
Planned
2
Using constraints in Project Scheduling
3
Ability to Restrict the 'Archive' Status on Board Tasks
6
Option to expand description field by default on tasks
1
Option to configure the details of a card to be expanded by default when creating/updating
1
Adjust Column Widths on 'Project Roadmap' Dashboard
1
Generic template for impacts to include risk rating (probability and impact)
3
Governance assessment criteria that can flag project task schedule delays.
8
Create Board Tasks Directly from Project Schedule
2
Display pre mitigation and post mitigation risk grid
2
Add the role column to the resource capacity dashboard and export to Excel
1
Creating / Linking Jira/ADO task to schedule task without using a Fluid board
1
Enhancement of Project Resourcing Dashboard for Better Forecast and Actuals Comparison
In Progress
0
Strategic Portfolio Management – Value Realisation and Strategic Delivery
1
AI Status updates at a Portfolio and Sub Portfolio Level
0
Action API call to get all active actions for a Board
7
Generating Status Report using Fluid AI
5
Improved AI Functionality
1
Draft mode in Schedule
1
Updating Exclude Weekend days option
1
Toggle option for Promotion on schedule view
1
Add the ability to manage constraints on schedule
2
Gantt Expand / Collapse in Read Mode
2
Template Boards
2
Show linked Board Tasks in Edit Gantt View
2
Freeze dashboard rows and colums
0
Enable/disable Program Creation
16
Send a board task to another board
Completed
1
Timesheet Performance - Add Monthly Tab
2
Homepage Content Panel
0
Division/Department/Team reporting on Resource Dashboard
0
Enable status report updates and linking to projects fromWorkHubs
0
Protect schedule items from being changed or deleted
0
Restart stage gates
0
Ability to exclude inactive schedule items from active planning and reporting
0
Capitalization to use project end date
0
Zero Duration Milestone in Gantt
5
Multi-filtering on Process Boards
3
Follow-on tasks on Limited Request Boards
0
Resource Dashboard: Allocation + Cost Visibility
0
Stage Gate Sequencing & Enforcement
0
Configure workspace sections by project type & role
0
Optional ATL-only budget performance (exclude Below-the-Line costs)
1
A Resource-Level Financial Dashboard
1
Restric Property values in one field based on selected values from another property
0
Export Inactive Resource Allocations
1
Configurable Approval Routing in Workflows
0
Lookup Expressions
0
Dynamic Property Calculations
1
Draft Reports
0
Customisable Status Report RAG Values
0
Configurable Stage Gate Approval Options
0
Updating Project Category label
0
Restrict who can update project hierarchy
7
Ability to apply company logo to Fluid Emails.
0
Smarter Impact Visibility
0
Advanced Risk Treatment Options
0
Customisable Schedule Types
0
Resourcing View by Portfolio or Project Attributes
0
Explicit Start Dates for Kanban Tasks
0
Attachments on pipeline boards to projects
0
Scroll bar on Gantt Chart
1
Option to show status update commentary (strapline) on hover over schedule tasks
0
Resource Name column in Resource Forecast Bulk Edit
1
Timesheet ID column
1
Preview option on Status Report Update & Send option to stakeholders
0
Add Primary PM by default on schedule tasks when creating projects with templates
0
PDF Edit Gantt View
1
Single view of all project tasks in the program Gantt view
0
Dual Default Currency Support for Financial Reporting
0
Increase Executive Summary text box
4
Setting colours to schedule tasks
2
Export to Excel - Overall Project % Progress
1
Bulk edit function for Stage Gates
2
AD Group mapping for end users (SCIM)
0
Ordering schedule tasks sequentially on Powerpoint template
1
Extend the Schedule filter to filter by different assignment types, eg a workhub
2
Gantt View to allow to display the description, comment, strapline columns
0
Hide completed schedule tasks from the dashboard and Gantt chart
2
Provide an admin lock option for any metadata fields
1
Percentage complete on project dashboards (% complete)
0
Work requests for non-fluid users
5
Copying boards and their settings
1
Schedule View on Project Workspace to Include Promoted Schedule
0
Removing methodology phases from schedule view
0
Custom property dependencies (Parent & Child custom properties)
0
Admin Lock option for Baseline
0
Baseline Dates Binding Elements (Word/PPT Templates)
0
Displaying Gantt Order as a column
0
LAG default to 0 on creation
6
Freezing the board task title field
0
Board Columns (Multiple Completed Columns)
1
Ability to filter Impacts by their Score
1
Side by Side Risk & Issue Matrix Charts
2
Hide Completed Deliverables on Delivery Schedule
2
Display total number of Users on the User Management Page
3
Allow filtering of Impacts by Promoted Status on Work workspaces
4
Horizontal scroll bar on Manage Financials Forecast Page
1
Ability to see tasks scheduled to one person across all projects / boards
1
Would like to set secondary username as primary reference
1
Dark Mode
0
Add Year filter to Project Funding export
1
Add Read-Only From field to bulk edit actions
0
Selective Task Baseline Recording
0
Resource allocation - Display Resource Ref instead of ResourceID
1
Resource Allocation - Filter inactive users out
3
Export timesheets by resources
3
Closed Actions/Decisions in Word/PPT Templates
3
Show me # of Schedule Baselines done in x period
0
Team Workspaces & Resource Allocations
0
Fluid Cortex
3
Capture % complete on tasks in GANTT view from % column
2
Project status filters on Resource capacity dashboards
0
Project Templates - Consistent projects across your entire portfolio.
3
For Large Kanban Boards - Make the board scrollable by dragging the top bar
2
Missing forecasting timeframe
0
External Jira integration for Sprints
3
Drag and drop custom properties to reorder them
3
Customize board workspace page
0
Resource and Capacity Pool Management
0
Resource Pool Management
1
Sub-projects order by start date and then due date
1
Make building complex forms easier by supporting cascading values between properties.
5
Jira Integration
3
Allow users to set dashboards based on project dates.
4
Continue to make Fluid highly configurable by allowing users to set up their own Tier label.
3
Allow users to build complex form using conditional properties.
1
Order drop-down options in alphabetical order
5
Project Phases Filters
7
Schedule Baseline
4
Board Reporting
1
Add Oracle ID and ProjectRef to Excel Export Project Health Status Report.
1
Add decisions and actions in the new work requests assigned to a board
1
Grouping of custom properties in advanced project search.
1
Quick status update in Project Module in Actions & Decision section
1
time tracking from Kanban
0
Configure left columns on Gantt View page
4
Strategic pillars and strategic drivers
1
Add search to the Gantt View page
7
Project Intake boards - Project Creation
0
Full Project Financial View dashboard
1
RAID / Lessons Learned template
2
Project filter with multiple selection options
0
Excel download for timesheets not submitted
6
Bulk Edit function for Benefits
4
Sort boards in alphabetical order
3
Allow open access to boards
1
Resource allocation view per resource in Resource dashboards
3
All assigned tasks, deliverables and actions to show on an assignee's "My Item"
2
Provide a Projects list view grouped by Project Status on Watchlist Page
2
Update the action status RAG and strapline using Bulk Edit
2
Include sub projects' schedule tasks in the schedule image when exporting to template
2
Pull html formatted text into the word/ppt templates
2
Ability to download the underlying Word / pptx Template from the Export Dialog
2
Meeting Metrics downloads.
2
Moving tasks from one Board to another
2
Due Date & assignee column to the Gantt view
2
Allow custom RAID Impact & Priorities
2
Sub Projects Financials
2
Permie/Contractor Resource Count
4
Drag meeting items between agenda items
3
Be able to rearrange the order of Layout pages and Watchlists
3
when promoting milestones (or schedule items) automatically show the parent phase
3
Resource Dashboard
6
Import time booked from another time booking system
4
Duplicating Kanban Tasks
6
Ability to see all actions assigned to a resource
5
Weekly timesheet performance
6
Provide a Risk and Issues Heat map for dashboard
5
Project Schedule - 5 days working week
6
Work Insights metrics
3
Each process boards to have its own set of task types
4
Export to Template
0
Resource Dashboards with resource attribute filters
2
New Timesheet Compliance page
5
Demand Management / Work Requests
12
Project Dashboard Bar Graph's Layout
14
Layout Page with the ability to switch between resources per project and projects per resource
13
Linking a project board to a project schedule item & adding a start date to a board task
17
Sending minutes to individual members
16
Add in a field to maintain or that reads off the imported Project Schedule called percentage complete
19
Switching meeting minutes orientation
22
Having a filter option for Project Impacts
28
Arranging/Sorting overall RAGs on project templates
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Changelog Ideas Roadmap