Introducing bulk risks and issues management

• A new checkbox column has been added to both the Risks & Issues Log and the Risks and Issues tab within the Projects. This column is positioned as the first column in these logs and cannot be repositioned or hidden using the View or column sequencing functionality. 
• Users have the option to select individual risks and issues or select all risks & issues on any page by checking the box in the column header.
• This functionality works similarly to the bulk operations feature in tasks:
  
  • Current Page' selects all records on the page you are viewing.
  • All Pages' selects all records that match the current filters across all pages, excluding Closed records.
  • 'Clear Selection' removes all current selections.
    
• Once one or more risks or issues are selected, a new button labelled Manage Risks & Issues appears.
  
• Clicking on the Manage Risks & Issues presents a dropdown with the following options:
  
• On clicking Manage, users have the ability to:
  • Overwrite the existing Owner
  • Add new Member(s)
  • Move the selected risks and/or issues to a specific Project Group or Project
  • Add a Category and Subcategory
  • Overwrite the existing Status
  • Overwrite the existing Control
  • Overwrite the existing Impact and Likelihood
  • Overwrite the Next Review Date
    
• After selecting the operation, the Save button becomes active. Clicking Save implements the changes and triggers a toaster message that reads: The selected items have been updated.
  
• If the users selected as Owners or Members do not have the required permissions, a permission popup will appear, explaining the issue.
• When performing bulk operations to move risks or issues that contain tasks to a specific project, the currency field for all tasks must be identical. If there is a mismatch in currencies (e.g., between tasks or projects), the Project field will display a red alert with the message: Project currency must match task currencies for successful save.
  
• Upon clicking Duplicate, a confirmation popup will appear, giving the user the option to either Cancel or Duplicate. The popup will also inform users about the data that will not be copied to the duplicated risks or issues. After clicking Duplicate, a toaster notification will appear, stating The selected items have been duplicated. The duplicated risks and issues will be prefixed with Copy of in their titles.
  
• Upon clicking Close, a confirmation popup will appear, giving the user the option to either Cancel or Close. Upon confirming Close, a toaster notification will display: The selected items have been closed.
  
• To delete risks and issues, users must either be the owner of the risk or issue or have the appropriate parent permissions (e.g., being a member of the project). If a user lacks the required permissions, the Delete button will be disabled, and an informational icon will display the message: You do not have the relevant permissions to delete all selected items.
• When clicking Delete, a confirmation popup will appear, giving the user the option to either Cancel or Delete. Upon confirming Delete, a toaster notification will display: The selected items have been deleted.
  

Contract management due date notifications

The Due Date Notification feature allows users to receive in-Platform and email notifications for key contract dates. Users can configure reminders up to 31 days in advance and set them to repeat daily or weekly based on selected criteria.

Due Date Notification Options

• Users can receive notifications (in-Platform and email) for the following dates:
  • Contract Next Review Date
  • Contract Auto-Renewal Period
  • Contract Auto-Renewal Reminder
  • Contract Auto-Renewal Date
  • Contract Terminate By Date
  • Contract Terminate Reminder
  • Contract Start Date and End Date (from both Details and Finance tabs)
  • Contract Attachment Reviewer Date (from both Details and Finance tabs)
• Notification Settings – Reminder & Repeat Options
  Users can configure how and when they receive reminders using the Reminder and Repeat fields in the Notification Settings:
  • Reminder Field:
    • Users can configure reminders to be sent 1 to 31 calendar days in advance of any selected due date.
  • Repeat Field:
    • Allows users to define how often the reminder is sent. Options available: Daily, Weekly.
      
  • Daily selected in the Repeat  
    • If the user selects Daily in the Repeat field, they will receive daily reminders for each due item that falls within the selected reminder timeframe (1–30 days before the due date). Reminders are sent once per day for each due item until the due date is reached.
  • Weekly selected in Repeat 
    • The Weekly option becomes available only when the selected reminder period is 7 days or more.
    • Notifications are sent weekly, based on how many days in advance are selected:
      7–13 days → 1 notification
      14–20 days → 2 notifications
      21–27 days → 3 notifications
      28–31 days → 4 notifications (maximum)
      Notifications are spaced evenly over the selected time range.

• Notification Delivery for Users
  • Existing Users (Owner / Member / Notified User) if the overdue notification setting is enabled and the user has selected a Reminder and Repeat option (Daily or Weekly), they will receive due notification dates.
  • For new users Weekly Repeat is enabled with a 7-day reminder period in the Overdue Notification Setting