TrebleHook Release Notes

As part of this quarter’s security review work, TrebleHook Starter and TrebleHook Professional have each been consolidated into three packaged permission sets — Admin, User, and Viewer. Every user needs one of these per package, matched to their access level (Admin/User = full access, Viewer = read-only).

• Starter: TrebleHook_Admin, TrebleHook_User, TrebleHook_Viewer
• Professional: TrebleHook_Admin_Pro, TrebleHook_User_Pro, TrebleHook_Viewer_Pro
• Going forward this must be a direct assignment, not just a cloned permission set from a trial org

Benefits: Significant permission changes came out of the security review, so this step is required — skipping it will result in user-facing functionality disruption. See the How to Upgrade doc for assignment details.

Users can now create a new Account or Contact directly from the Project Team component.

Benefits: Faster team building without leaving the Project Team component to create related records.

Consistent styling has been applied across all Lightning Web Components.

Benefits: A more consistent, polished experience across the TrebleHook UI.

Marketing highlights have been combined into a single page on the Project.

Benefits: A single, consolidated view of marketing highlights on the Project record.

Users can now upload actual billings to rebuild a Project’s billing curve.

• Upload actual billings against a Project
• Recalculates the billing curve from real invoiced amounts rather than the original projection

Benefits: Keeps billing forecasts grounded in actuals for more reliable backlog and cash planning.

Administrators can now change the title/label on Lightning Web Components without code.

Benefits: Admins can align component labels to their organization’s terminology without a developer.

Users can now configure their own columns in the Gantt chart, in both the Project Schedules view and the Project record page view.

• Choose which columns appear in the Gantt views via custom metadata configuration
• Columns are clickable and sortable

Benefits: Teams can tailor the Gantt views to the data they care about and sort directly from the columns.

TrebleHook now integrates with OpenAsset for digital asset management.

• Create a Project in OpenAsset directly from TrebleHook
• Sync Project and Employee data from TrebleHook into OpenAsset
• Sync image metadata from OpenAsset back into TrebleHook

Benefits: Keeps the asset management system aligned with current project records and brings image metadata into TrebleHook for reference and project context.

A standardized UI to launch document creation from TrebleHook, delivered as the new Publisher package (with an optional Publisher SDocs add-on).

• Generates Resumes and Project Recaps today, with more document types to come
• Configurable via custom metadata (template profiles, related-list pickers, settings)

Benefits: One consistent entry point for producing pursuit documents, making document creation faster and more repeatable for the delivery team.

A new packaged object that stores reusable media items and client references and relates them to Projects, Accounts, and Contacts.

• Central library of reusable media items and client references
• Relate references to Projects, Accounts, and Contacts
• One source feeds proposals, SF330s, resumes, and project recap materials

Benefits: A single reusable library instead of re-hunting assets for every pursuit, with consistent, on-brand client references across all collateral.

TrebleHook Release Spring 26 (Kraken) introduces References and the new Publisher document-generation packages, expands the OpenAsset integration, and delivers a set of delivery-team enhancements. This release also includes a consolidation of packaged permission sets from this quarter’s security review — see the Permission Set Consolidation note below, as it requires an upgrade action.

• Several key TrebleHook components that were previously unavailable or broken on mobile devices are now fully supported on both mobile and desktop. 

• The following areas of the product are now mobile-accessible:
  • Photo Viewer
  • Schedule of Values
  • Project Financials
  • Project Gantt
  • Project Team Members
  • Schedule Line Items
  • Competitor Project Team Members
  • SF330 Code Adder 

Benefits: Field teams and mobile users can now access and interact with critical project data from any device, removing the previous dependency on desktop access for these components. 

• Users can now select Save & New when adding Financial and Schedule of Values records, keeping the entry modal open for the next record instead of closing after each save. 

• Previously, users had to save, dismiss the modal, and reopen it for every individual record — this eliminates that repetitive cycle. 

Benefits: Users entering multiple Financial or Schedule of Values records in a single session can now do so without interruption, making bulk data entry significantly faster and less frustrating. 

• Users can now filter the Projects Overview Gantt chart using a configurable filter panel, replacing the previous experience of scanning the full unfiltered chart. 

• Filter options include Project Name, Client Account, Stage, Status, and date ranges — with results updating the Gantt view to show only matching Projects. 

• Multiple filters can be applied simultaneously, narrowing results to only the Projects that meet all selected conditions. 

• Ships with default filter configuration out of the box — admins can customize which fields appear as filters to match their team’s needs. 

Benefits: Teams working with large Project portfolios can now zero in on exactly the Projects they need to review in the Gantt, eliminating the noise of unrelated records and making schedule reviews faster and more focused. 

• Users can now search and filter the full Project list before adding Projects to a Marketing Program, replacing the previous one-at-a-time selection experience. 

• Filter options include Project Name, Client Account, Stage, Internal Division, Project Type, and Market — with results narrowing as additional filters are applied. 

• Search results display in a table where users can select one or more Projects and add them to the Marketing Program in a single action. 

• Ships with default filter configuration out of the box — admins can customize which fields appear as filters to match their team’s workflow. 

Benefits: Teams managing large Project portfolios can now find and associate the right Projects quickly, reducing manual effort and making Marketing Program build-out significantly faster.