Changelog

All users can now see a rolling 30-day breakdown of AI credit usage by Automation in App Center, allowing you to make informed decisions on where to scale, optimise, or pull back on AI usage.

You can now see:

• Exactly how many credits each Automation is consuming over the last 30 days

• Which workflows are driving the most AI credit spend.

All users can now configure a field's associated roles and profile templates directly in the create/edit field flow, without navigating away to a separate settings area.

Use it to:

• Assign roles to a field at the point of creation, so it surfaces correctly across Planhat from the start

• Apply profile templates to a field without leaving the field configuration flow

Workflows now support multi-dependency Task setups with advanced configuration, available to all customers when creating new Workflows or Workflow Templates.

This means that:

• Tasks can have multiple dependencies, including across Phases and Groups, with options like Start-to-Finish

• Dependent Task dates update automatically when a parent Task is moved, based on the dependency setup

• Dependent Tasks are assigned dates when the Workflow is applied, rather than only when the parent is completed

• Existing Workflows are unaffected; stick to "Simple" mode if your current setup is working as intended

View full setup details in the Workflows Task Step Dependencies overview.

All customers can now reference live company fields directly inside Dashboards and Presentations using [[, the same way merge tags work in email. Values update dynamically so every account sees its own data.

A few highlights:

• Available in both Presentations and Dashboards

• Supported in Text and Static Table Widgets

• Removes manual copy-paste when building QBRs, Exec Summaries, and other customer-facing content

• Output stays consistent across accounts with no per-account editing

A set of features now lets all customers on Standard Portals automate the entire Portal setup process from a single trigger, with no manual work per account.

Use it to:

• Create a new Portal automatically from any trigger

• Generate Workflow 360 pages and assign External Users as Task Owners

• Create custom pages unique to each Portal

• Activate new External Users automatically