TrebleHook Release Notes

TrebleHook now syncs key dates from Financial records to the Project Schedule, ensuring consistency across planning and tracking workflows. The following mappings are included:

• Contract Date → Contract Date

• Contract Date (Proposal) → Proposal Date

• Proposal Due Date → Proposal Due Date

• Proposal Release Date → Proposal Release Date

The sync process is configurable and can be extended to custom date fields.

Benefits: Reduces manual data entry and ensures project schedules always reflect up-to-date financial milestones.

This release introduces several new capabilities that streamline project tracking, improve data consistency, and expand how teams capture and analyze critical pursuit information. Highlights include automated outcome stamping, new Press Release tracking, competitor insights via Project Teams, enhanced help and support options, a new Potential Project Number generator, upgraded Photoviewer capabilities, and configurable financial date syncing. 

TrebleHook now syncs key dates from Financial records to the Project Schedule, ensuring consistency across planning and tracking workflows. The following mappings are included:

• Contract Date → Contract Date

• Contract Date (Proposal) → Proposal Date

• Proposal Due Date → Proposal Due Date

• Proposal Release Date → Proposal Release Date

The sync process is configurable and can be extended to custom date fields.

Benefits: Reduces manual data entry and ensures project schedules always reflect up-to-date financial milestones.

TrebleHook now enables competitor tracking by extending the existing Project_Team__c object, avoiding the need for new data structures. Users can add competitors to a project—including bid, fee, outcome, and insights—via a dedicated LWC user interface.

New Fields on Project Team:

• BidAmount

• FeeAmount

• Outcome

• CompetitiveInsights

Benefits: Enables deeper win/loss analysis, reveals patterns across competitors, and strengthens strategic positioning for future pursuits.

The Photoviewer previously available in 1GP is now delivered as part of TrebleHook Core 2GP. This upgraded Image Manager is available to Professional and higher license tiers and supports photo and image management directly from Klient Project and Employee records.

Benefits: Expands 2GP functionality by enabling richer visual documentation and asset management within core objects.

A new Early Job Number Setup process now assigns a Potential Project Number automatically when a Project is created. The default format is TH-{YY}-{AutoNumber}, and organizations can customize this formatting based on their internal numbering conventions.

Benefits: Provides a consistent and immediate reference number for new projects, even before official job numbers are issued.

TrebleHook has ported the 1GP Help & Support functionality into 2GP, giving all 2GP customers access to in-app assistance tools. Users can now submit Support Requests or Product Ideas directly from TrebleHook via rebuilt flows aligned with current naming standards.

Benefits: Makes it easier for users to request help and share ideas without leaving the application, improving responsiveness and engagement.

A new User License Level picklist has been added to the User record to support clearer visibility into the TrebleHook license tier assigned to each user.

• New picklist field with values such as Starter, Professional, Enterprise, Viewer

• Informational-only; no automation applied at this time

Benefits: Helps administrators quickly identify user entitlements and manage licensing across the organization.

TrebleHook now automatically stamps the Won/Lost Date on a Project whenever its stage is updated to a configured “Won” or “Lost” stage. These stage categories are fully metadata-driven, allowing admins to tailor them to their organization’s process. The date is applied when the stage first moves into one of these categories.

Benefits: Ensures accurate, consistent outcome timestamps for reporting and performance analysis with no manual entry required.

TrebleHook now supports tracking Press Releases directly through the existing Awards object. Users can classify an Award as a Press Release, capture a URL to the announcement, and relate it to Projects, Accounts, and Contacts. This creates a centralized record of public-facing activity connected to pursuit outcomes, improving visibility and historical context.

Benefits: Helps teams analyze the relationship between publicity and project performance, and provides a consistent place to store and access press documentation.

This new feature gives users a way to look at the entire portfolio of active project durations in a visually pleasing Gantt chart. 

• Projects color coded by stage. 

• Can change the default time frame to Month, Week, or Year. 

• Export the Gannt chart as a PDF, or a PNG image, or an Excel format to use in other applications. 

TrebleHook version 25.3 turns pursuit chaos into predictable revenue. New schedules, billings, and marketing tools let GCs and AEC firms see when work will hit, who it affects, and which efforts are paying off without switching systems. We capture dates, create a live schedule, translate values into monthly billings with smart curves, and tie marketing programs, awards, and SF330 codes into a single source of truth for pursuits, resumes, and reporting. 

The new Financials feature enhances project-level financial tracking by introducing structured records for proposal and contract values. 

• Create multiple financial records for each project, including opportunity, proposal, and contract stages. 
• Support multiple iterations of proposals, with seamless switching between scenarios. 
• Automatically push the active financial record’s total to the Project Amount field. 
• Optionally build a detailed Schedule of Values for any financial record, supporting line-item level budgeting and tracking. 

This feature streamlines financial management, increases transparency, and supports better decision-making across proposal and contract workflows. 

The Project Gantt chart has been redesigned for more intuitive scheduling and better task management. 

• View full project duration with visualized tasks, milestones, and dependencies. 
• Switch between weekly, monthly, or custom time formats. 
• Edit tasks directly on the chart for faster adjustments and real-time updates. 

This enhancement delivers a more powerful and flexible planning experience for project managers. 

• Resolved Project Teams Conflict: Fixed an issue where overlapping team assignments caused display errors. 
• Home Page Display Fix: Corrected a loading issue that prevented the Home Page from rendering under certain conditions. 
• Project Flow Trigger Fix: Addressed a bug where the Project Flow trigger failed to execute in some update scenarios.

These fixes improve overall reliability and ensure smoother user interactions across key components.