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IQ Release Notes — 2025

2025.11.06.1​

SenseiControlsV1, Kaizen, and Atsumeru (2025.11.06.1) Solutions released on 10 November 2025

New and Improved:

  • #1581: Move Validation Banner on “Add Request” to Tooltip on Add Button
    We’ve refined the “Add Request” experience by moving the validation banner to a contextual tooltip on the Add button. This small but meaningful UI improvement reduces on-screen clutter and keeps the focus on key actions in the Resource Demand interface.
  • #1575: Hold User on “Add Request” Dialog Until Request Is Added
    To reduce confusion and ensure requests are properly saved, users will now remain on the Add Request dialog until the request has been successfully added. This usability enhancement prevents accidental navigation away before completion.
  • #1574: Add Warning Banner or Dialog When Adding Existing Resource to Plan
    We’ve added an error-prevention dialog that notifies users when they attempt to add a resource already present in the plan. This helps prevent duplication and ensures data accuracy when building resource plans.
  • #1555, #1616, #1638: Change FTE and %FTE Calculation to Use Days With Capacity for Each Resource
    The %FTE and FTE calculations have been updated to use only the working days where each resource has defined capacity, resulting in a more accurate representation of utilization. This ensures that non-working days, exceptions, and calendar gaps are automatically excluded from the calculation. See the full article detailing this change here..
  • #1558: “Variance” Menu Options Persisted in Session Storage for Financials
    To make the financial review experience more consistent, the Variance menu selections are now persisted across sessions. Users will no longer need to re-select their preferred options when navigating between financial views.
  • #1488: Default Change Request Cost Estimate to 0
    To ensure that all Change Requests appear in reports, even when no cost estimate is provided, new Change Requests will now default to a cost estimate of 0. This change improves consistency and aligns with user expectations for financial reporting.
  • #1532: Allow Custom Lookups to Resource Request Tooltip
    We’ve enhanced configurability by allowing custom lookup fields that use either the default sensei_ or customization-layer iq_ prefixes to be included in Resource Request tooltips. This enables more flexible extension of tooltips through the enhancement layer.
  • #1541: Move EGP so That Form Assist Doesn’t Overlay
    The placement of the Entity Group Picker (EGP) has been adjusted to prevent overlap with the Form Assist feature, improving visibility and usability when working on project forms.
  • #1565: EGP and EPP Should Appear on All Project Forms
    To improve consistency across project experiences, both the Entity Group Picker (EGP) and Entity People Picker (EPP) are now available on all project forms.
  • #1593, #1595, #1592, #1594: Support Project Server Subscription Edition (PSSE) as External Sync System
    With Microsoft announcing the end of life for Project Online, we’ve added support for Project Server Subscription Edition (PSSE) as a new external sync system. This integration allows organizations to synchronize Tasks and Projects from PSSE into Sensei IQ, enabling users to view synced data and report time against PSSE projects and tasks within the Timesheet experience. Please work with your Sensei Engagement Lead to enable this feature if your organization plans to use PSSE.
  • #1588: Minor Resource IQ Insights Revisions
    We’ve made several refinements to the Resource IQ Insights dashboard, including improved labeling, visual alignment, and minor filter enhancements to help users interpret data more effectively.
  • #1600: Set Default Sort Order on Project Type and External System to “Sort” Column
    To standardize how project types and external systems are displayed, the default sort order now uses the “Sort” column. This ensures a consistent and predictable order across administrative and reporting views.

Minor Changes and Fixes:

  • #1544: Resolved an issue where, at the daily zoom level, the “Add Request” action could become stuck on “Processing Zoom Change.” This fix improves reliability and responsiveness when working in the daily view.
  • #1589: Removed non-functional "click to copy" for Project Rows in Resource Demand.
  • #1618: Fixed a rounding issue that was resulting in minor fractions of cost not being imported through Resource Plan to Finance Sync.
  • #1674: Resolved a display issue where in FTE or %FTE mode, when a fulfillment resource was exactly allocated to capacity, the availability and target avilability displayed incorrect values.

Training:
In conjunction with this release, the Sensei IQ training content has been updated to reflect Microsoft’s recent rebranding of Project for the web to Planner Premium, as well as utilizing Copilot with Sensei IQ and Planner.

  • Welcome to Sensei IQ: Working with Copilot - NEW
  • Project Manager: Creating the project plan in Planner Premium - all videos and Job Aid updated.
  • Project Manager: Creating new plans with Copilot - NEW

2025.08.26.3​

SenseiControlsV1 (2025.08.26.1), Kaizen (2025.08.26.3) and Atsumeru (2025.08.26.1) Solutions released on 26 August 2025

This update is a critical interim release to provide a fix to to the continued Task Syncing issue identified by clients. Expect another release later in Q3 focused on Usability and Experience improvements.

Fixes:

  • #1554 We've implemented changes to improve the stability of external data synchronization into Sensei IQ. A recent Microsoft platform update affected how Power Apps Dataflows handle field values during updates and deletes. In some cases, critical identifiers (like External Task IDs) were not passed to our plugins, resulting in sync failures or missing data. To address this, we've updated all plugin steps to include fallbacks to pass parameters from alternate entities and Post Images, allowing backup methods access to necessary values even when they’re omitted from incoming data. Additional validation and logging have been added to identify edge cases where fields may still be stripped during Dataflow processing.

2025.08.01.3​

SenseiControlsV1 (2025.08.01.1), Kaizen (2025.08.01.3) and Atsumeru (2025.08.01.2) Solutions released on 6 August 2025

New and Improved:

  • #1314, #1315, #1464: Power BI Upgrades: Embedding Method (Userback)
    We heard from our clients that the requirement to frequently sign in to Power BI for our embedded reports was not the best experience, so we are now providing a modernized option to utilize embedded Power BI "System Dashboards" as opposed to iframed Power BI pages. This option can be enabled through the Sensei Configuration Setting "Embedding Method". Please work with your Sensei engagement lead to properly configure this embedding method if your organization wants to utilize it.
  • #1334: Improve Calendar Exception Management: Recurring Exceptions (Userback)
    We've made it easier for administrators or individual users who need to set up single-day recurring (monthly or annual) calendar exceptions (holidays) to do so. Using our "Make Recurring" option, users can now set up a recurrence pattern for frequent exceptions, and have those exceptions automatically generated. There is a recommended limit of 60 recurrences for best performance. In addition to the recurrence patterns, we also now jump the "To" date to the user selected "From" date when setting up an exception, so that if the exception is far into the future, the user only needs to scroll through the calendar once. Note, these patterns are a starting point for administrators to manage exceptions in a more effective manner, but if you'd like to see specific patterns added to this feature, please let us know through Userback!
    Demonstrated in the video above.
  • #1382, #1383, #1384: Ability to control visibility of the components of the Project, Program and Portfolio Status PCF controls (Userback)
    Organizations that do not use our "Status" components (like percent complete, effort, or KPIs) for their projects, programs or portfolios now have the option to turn these components off on the respective forms. This was another request from the Sensei IQ user community that we were able to put into place.
    Demonstrated in the video above.
  • #1393: Ability to relabel "Variance" in the Project Financials Grid and Controls (Userback)
    Clients requested the ability to relabel the term "Variance" in the financials grid, so we made this possible through the existing configuration setting for "Variance Settings". A long label and short label (abbreviation) can be specified.
  • #1392: Persistence of View Options for Project Financials (Userback)
    We are persisting the selection of view options within the Financials control when users view financials for any given project. If certain columns are turned off/on, this will persist for that user across projects so long as the browser can cache their choices.
  • #1397: Available Non-Project Time Categories optionally filtered for Department
    We've now made it possible for organizations to limit the non-project time categories that are available to their timesheet users by department. With an optional toggle in the "Timesheet" setting, users will only see the non-project time categories that either have no department specified or that align to their resource department.
    Demonstrated in the video above.
  • #1399: Delete Protection has been enabled for Enterprise Calendars
    We have enabled our standard delete protection confirmation dialog on all enterprise calendars as accidental deletion of calendars and associated exceptions was becoming an issue for clients. In addition, we are permanently protecting the "Default" calendar. It can be renamed and reconfigured, but cannot be deleted.
  • #1402, #1521: Updated Views for Bookable Resources
    The bookable resource views have been updated to streamline accessing resources that most resource managers care about. We've removed the "External" resources from the "Active Bookable Resources" view, and added new views that show "All Named Resources", "All Generic Resources" and "All External Resources". We've also fixed a small bug in the "Linked External Resources" view so that only external and linked resources will appear here.
  • #1403: Provide Configuration Setting for "+ Add" menus in Resource Demand and Plan
    We've made it possible for organizations with custom resource types to include those types in the "Add Resource" and "Add Request" menus. NOTE: our recommendation is to only allow for the addition of NAMED resources (or resources with capacity) to the Resource Demand page for best experience. To use this feature, the inactive setting "Resource Types for Add Menus" should be activated and configured. NOTE: resources without capacity will not have hours spread, as there is no capacity on any days to allocate demand to, and instead a blank row will be added for those resources.
  • #1422: Disable Mouse Wheel input for Timesheet Cell Increase/Decrease (Userback)
    We heard from you that the scrolling on a timesheet was difficult as if a timesheet cell was selected, using the scroll wheel on a mouse would increase or decrease the value instead of scrolling up or down on the timesheet. We've disabled this as an input, and also changed the "step" for the value increase/decrease by clicking the arrows to a whole hour instead of a tenth of an hour.
  • #1400: New Dataflow Templates for Task Sync for Project Online and Planner Premium
    To optimize the data retrieved and synced to Sensei IQ from the most-used external systems, we've adjusted our default templates to only synchronize tasks and assignments from projects in the external system that are connected to Sensei IQ projects. This drastically reduces the amount of data each dataflow run needs to process. This is a manual update that your Sensei Engagement Lead can assist you with if requested.
  • #1420: Named Resources with Linked External Resources will display the system icons
    To better visualize resources that have linked external resources, we are showing the system icons on the "All Active Resources" view and on the bookable resource form as a table (subgrid).
    Demonstrated in the video above.
  • #1446: External System Icon will display on Timesheet row for Project or Task that is linked
    The icon for the external system linked to a project or task on a timesheet row will now appear there, as well as give the timesheet user an opportunity to click through to the project or task (provided the system supports the link) to update the task directly in the source system after entering timesheet hours.
    Demonstrated in the video above.
  • #1447: Enhancements to "Active External Projects" and "Active External Systems" views
    Continuing with the enhancements to display external system icons, we've ensured that the "Active External Systems" views show the icons for the systems that they represent, and we've added a direct link from the "Active External Projects" view for admins so that they can access the external plan / schedule in the external system.
  • #1348: Improvements to the "Project Summary" Paginated Report
    We've improved the template for our Project Summary report by adding pages at the end of the report that will show the artifact details for the group of projects selected. This includes Key Dates, Deliverables, Issues, Risks, Change Requests and Decisions. This is a manual update that your Sensei Engagement Lead can assist you with if requested.

Minor Changes and Fixes:

  • #1374 Order the External Systems on the External Project Picker control by the "Sort Order" column for the External Systems table. This works best when using like formatting, for example (01, 02, 03, etc…).
  • #1386 Allow for date(null) filter parameter to work with Status Summary custom tiles.
  • #1387 We now inherit the default system currency symbol for the "Change Request Summary" PCF control that is shown on the Project "Changes" form tab.
  • #1401 We've restored the "lock" icon on the first row of tiles on the Status Update form after a small "resizing" feature hid the icons.
  • #1404 We've fixed a bug in the "Forecast" tile of the Status Update form that was preventing the correct value from being shown and instead showed either a spinning icon (on creation) or "NA" (after creation).
  • #1407 To utilize more accepted terminology and lessen client confusion, we've changed the term on user-facing controls from "External Project" to "External Plan/Schedule". This more accurately reflects the usage of external sync systems.
  • #1414 As an extreme edge case, we found that "Add Request" wasn't working as expected when organizations had calendars that accumulated exceptions to the point that every day within a year was an exception day. We've resolved this.
  • #1390 For new Sensei IQ deployments, we've renamed the settings and grouping for Proposal Team/Channel to Approval Team/Channel to more accurately reflect the purpose of the Team/Channel.
  • #1411 Our M365 Group Picker control (commonly referred to as the entity group picker - EGP) now has a filter applied to only show "Unified" Microsoft groups (excluding security groups and other group types).
  • #1412 We've updated the recommended patterns used for Planner and Planner Premium to align to Microsoft's announced deprecation of the project.microsoft.com endpoint. Note, only new Sensei IQ deployments will receive this update by default, please work with your engagement lead to update your patterns if needed.
  • #1405 For better consistency of links, the External Project Picker control now will use the stored sensei_url value from the External Project record instead of creating the url on the fly.
  • #1413, #1504 Resolved an issue where the optional configuration setting for "Disable Role Propagation" was not working as expected and roles were still propagated in some scenarios. Note - additional configuration/customization will be required here to continue to utilize Planner Basic sync and sharing scenarios.
  • #1389, #1491, #1507 The Teams app has had some minor improvements to assist with persistent login prompts (to ensure user is signed in), loading of the new project experience and we've added the version number to the app for ease of identification.
  • #1456, #1522 In some cases Availability and Target Availability was not totaling to the correct value on the grouping level using the resource plan. This has been resolved.
  • #1461 We've removed the unnecessary "New" Option when selecting a value from an External Resource using the "Related Resource" lookup column.
  • #1455 Fix minor rounding bug for the Financials in the Fetch XML Project Status Report.
  • #1477 Minor adjustments to Deliverables views to remove unused columns.
  • #1521 Update "Linked External Resources" view to apply filters correctly.
  • #1517 Implement Post Image as fallback due to Microsoft optimization of dataflow to plugin "update" steps. NOTE - This update is critical for continued uninterrupted synchronization of project and task data from external systems.

Training:
In conjunction with this release, we have published a rework of the Sensei IQ Administrator content.

  • Sensei IQ Application Administrator Role
  • Sensei IQ System Administrator Role
  • Sensei IQ Customization Administrator Role
  • Sensei IQ Reporting Administrator Role
  • Sensei IQ System Overview

2025.03.11.3​

SenseiControlsV1 (2025.03.11.3), Kaizen and Atsumeru (2025.03.08.1) Solutions released on 11 March 2025

New and Improved:

  • #1177, #1272, #1273: Status Summary PCF Upgrades (Userback)
    We've upgraded the Status Summary PCF Control, which appears as a visualization on Portfolio, Program and Project Decisions, Deliverables and Issues by default. The enhancements include cross filtering to the related subgrid (list) of items on the form tab, the ability to add and configure new "tiles" to display counts of items and the ability to configure a two-column tile view.
    Demonstrated in the video above.
  • #1264: "Task Subgrid" Improvements (Userback)
    We've added the external system icon to the Task Subgrid for those organizations that are using this table to view the tasks that have been synced into Sensei IQ from the external system. In addition, this icon is clickable, and as long as the pattern used for the Task URL configured in the external system is correct, clicking the icon will take the Project Manager directly to the task selected in the external system software, allowing for easy updates to the external tasks.
    Demonstrated in the video above.
  • #1128, #1218, #1249: Prefix options for Sensei IQ connected Teams Channels
    There are now options to automatically prefix your teams channels with either the table name (Project, Program, Portfolio) or Project Type (Major Project, Minor Project, etc…) when they are created when associated with a Sensei IQ headline record. This will result in organization of your channels by type without needing to rename the channels.
  • #1268: Resource Request Autofill and Add Request Respect Personal Calendar Exceptions
    While Autofill and Add Request previously would not fill or allocate on days where the enterprise calendar had an exception for a resource, personal exceptions were not observed in this process. We've adjusted this logic so that when auto filling a request, or adding a new request for a specific named resource, personal and enterprise exceptions are respected and those days do not receive an allocation.
  • #1102, #1291: Improved administrator options for quickly managing Enterprise Calendar Exceptions (Userback)
    We heard from you that the process for creating calendar exceptions (holidays) on multiple calendars was challenging and time consuming. We've added a new embedded feature to copy calendar exceptions from one calendar (source) to one or more target calendars. This will allow an administrator to select the exceptions they would like to copy and quickly create new calendars with the same or similar sets of exceptions or copy a new year's exceptions from one calendar to others.
    Demonstrated in the video above.
  • #1284: Configurable Tooltips for Timesheets
    Continuing our work with providing our clients more options when it comes to viewing built-in and custom data columns on our user input screens, we've now made it possible to customize the columns displayed on the timesheet tooltips. The tooltips can be customized for non-project time categories, projects and tasks. This will allow organizations to show data specific to their needs to their timesheet users.
    Demonstrated in the video above.
  • #1283: Configurable Tooltips for Resource Requests
    Continuing our work with providing our clients more options when it comes to viewing built-in and custom data columns on our user input screens, we've now made it possible to customize the columns displayed on the resource request tooltips. The tooltips can be customized for projects and resources. This will allow organizations to show data specific to their needs to their resource manager users. In addition, we've added the original requested resource to the fulfillment icon tooltip on the Availability Heatmap and Allocation modes.
    Demonstrated in the video above.
  • #1183: Configurable Tolerance for Fulfillment on Resource Demand (Userback)
    A particularly valuable idea came from our users through UserBack regarding making the definition of "Fulfilled" more flexible. It was suggested that we allow for a tolerance with regard to fulfilled periods, so that organizations could better manage requests that had been fulfilled, but not quite to the exact proposed value. This feature allows organizations to specify a tolerance percentage, and as long as the committed value comes within that tolerance range, the request is considered fulfilled (and shows green within the resource demand and plan pages) and will not show when using the filter option for "Show Unfulfilled Requests Only".
    Demonstrated in the video above.
  • #1279: View Filter Option on Resource Demand for "Unapproved" Requests (Userback)
    We heard that it would be beneficial to have an option for Resource Managers and Project Managers to see requests that were not fully approved (either hadn't been actioned at all or still had days that were not yet approved or set by approver). This new filter option is available on the filter options menu on both the Resource Demand and Resource Plan pages. Demonstrated in the video above.
  • #1288: New View Option on Resource Demand for "Target Availability" (UserBack)
    Several clients noted that it was disappointing that the "Target Utilization %" from the Resource record wasn't somehow used in calculation of availability, and instead the availability relied solely on the capacity coming from the Calendar associated to the resource. In order to cater for this use case, we've introduced a new column for "Target Availability" which allows a user to see the value of "Availability" multiplied by the "Target Utilization %". Resource Managers also now have the ability to view the "explainable" tooltip to use the Target Capacity as opposed to the Capacity by selecting the option for "Use Target Availability" on the additional view options menu and this same option will alter the Availability Heatmap to use the "Target Availability" instead of the "Availability" values in its color coding for the Heatmap.
    Demonstrated in the video above.
  • #1181: Added useful built-in Sensei IQ columns to Copilot's Index
    To improve Copilot's knowledge about the data stored in Sensei IQ's Dataverse, we've added the many useful columns from a number of most commonly used tables to the search index (Quick Find views). This will allow Copilot to better find and use this data when users leverage the built-in Microsoft Copilot chat for Model Driven Apps in a Q&A session on the Copilot side pane. Note that as an added benefit, the Power Apps list view search will also utilize these columns when matching search terms helping to find more relevant records.
  • #1246: Support for Collapsible Site Map (Microsoft Feature)
    Recently Microsoft introduced the option to set a model-driven app site map as "collapsible". This means the headings become clickable items that collapse and expand the sub areas underneath. This wasn't compatible with one of our custom links, so we've adjusted how that link (Feedback) is added to work with this feature.
  • #1329: New Bookable Resource View for "Unlinked External Resources"
    To assist with auditing external resources that have not yet been linked to named resources, we've created a new view on the bookable resources table that allows a Resource Manager to view any active external resources that have not been linked (using the "Related Resource" lookup) to their named resource match(es).

Fixes:

  • #1269 Fixed Status Update Alignment issue caused by New Look - In 2024 Microsoft release a "New Look" for Model-driven Power Apps which altered the alignment of the KPI rows on the Status Update form. The styling of the form was updated to re-align these KPI rows. Note that for organizations that have customized the Status Update form, there may be changes required if the number of rows in all three columns are not the same (meaning if new KPIs and Status text columns were created, but not information panel tiles, there may be misalignment if all fields are placed in the same section of the form).
  • #1285, #1286 We noted that at the daily and weekly zoom levels in some scenarios where personal calendar exceptions existed there were issues calculating correct availability on the resource demand page. This has been addressed and is calculating accurately now.
  • #1333 In some cases the filter search was not filtering out all rows not matching search terms (Project or Resource names) on the Availability Heatmap page, this has been resolved.
  • #1302 After recent updates to the Planner Channel Tab app from Microsoft, our "Tasks" tab was unable to correctly make the connection to External Planner Plans within Teams in the Project Channel. We've updated the channel tab code to support the updated Microsoft experience.
  • #1253 Some users found when connecting a project to a new group/team, they had to click "Open in Teams" twice to correctly navigate to the Teams channel for the project, and we've resolved this.
  • #1356 The "en-us" url parameter specifying US English when linking to a Planner Premium plan has been removed to support additional deployments across the globe.
  • #1357 Sensei default security roles have been updated to allow for read at the organizational level to Monday.com and Smartsheet sync tables to support easier finding and linking of external projects from these systems.
  • #1352 Add Request has been enhanced to allow for adding of a blank row for the resource specified if start, finish and allocation is left blank.
  • #1358 Web Resource Links from Landing Page Panels now allow for iq_ prefixed web resources to be selected and used.
  • #1377 Update spelling of "fulfill" on Heatmap tooltip to en-us.
  • #1367 Fix typo on description of financial item name.
  • #1376 Update warning icon on delete protection page.

Training:
In conjunction with this release, we have published numerous updates to Sensei IQ training to reflect recent product updates, including:

  • "Welcome to Sensei IQ" basics videos reflecting the current application features and functions.
  • Power BI report videos to include new report pages.
  • Project and Resource videos to reflect application changes such as:
    • Addition of new Key Dates fields
    • Addition of Risk Matrix cross filtering
    • Addition of Availability and Timesheet tabs for Resource Management
    • Training for the My Work app
    • Replacement of Proposals with Business Cases and addition of Business Case Prioritization
    • Addition of Team Member Calendar Exceptions
      • New filters and views supporting enhanced Resource Request functionality