TrebleHook Release Notes

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. 

• A new version of the project lightning record page has been created, which has an additional 2 tabs, Project Teams and Schedule.
• Project Teams tab functionality:
  • At the top of the view is a tool that allows the quick association of accounts, contacts, and employees to a project through the creation of a project team member.
  • Below is a list of the key account and contact fields on the project
  • Below, the fields display three related lists separating out the project team members on the project into the following 3 lists:
    • External Contacts
    • External Accounts
    • Internal Employees
  • Configurable automation has been put in place to enable the syncing of the key account and contact fields to associated project team records.
  • Additional details around the UI can be found here:
    • Project Team UI
  • Schedule tab functionality:
    • At the top of the view is a tool that allows for the quick association and addition of schedule line items to a project.
    • Below is a list of the key date fields on the project
    • Below the fields, a related list shows the schedule line items for the project named:
      • Schedule Line Items
  • Configurable automation has been implemented to enable the synchronization of key date fields with associated schedule line item records.
  • Additional details around the UI can be found here:
    • Schedule UI

• A new field has been added to the Treblehook Administration customer metadata type, called “Project Team Automation Configuration.”
• Documentation specific to the configuration and usage of the field can be seen here:
  • Project Team Automation Configuration

• A new field has been added to the Treblehook Administration customer metadata type called “Schedule Automation Configuration”.
• Documentation specific to the configuration and usage of the field can be seen here:
  • Schedule Automation Configuration

Updated packaged flows to have a consistent naming pattern.

Added a new custom setting called TrebleHook Settings, which will be used to manage the enabling and disabling of packaged flows.  A detailed document of that functionality can be found here:  TrebleHook Setting (NOTE:  This configuration step must be verified and done when installing or upgrading to a package 25.100 and higher)

Added new key date, account, and contact fields to the Project object type.

Added “Active Schedule” field to the Project object type, which is used to specify the active schedule for a given project (NOTE:  This schedule record is what is used when adding Schedule Line Items to the Project in the user interface and automation)

Updated field label for the Role field on Project Team to “Account Role”

Updated field label for the Sub Role field on Project Team to “Contact Role”

A new field was added to the TrebleHook Administration customer metadata type called “Sync Schedule Line Items Actual Dates,” which, when enabled, will automatically populate the Actual Start Date and Actual End Date on the Schedule Line Item when changes to the Start Date or Duration occur.  (NOTE:  This should be checked for the current GANTT chart to function as expected.)

“Percent Complete” field added to the Schedule Line Item object type.

Added “Had Schedule” field to the Project object type, which specifies whether or not the project has an active schedule populated.