2025 | Beeline Professional release notes

Spend less time compiling complex analytics and more time making data-driven decisions! Now you can leverage existing standard reports and customize them further by building the exact reports you need. Add new columns or set up new filters to optimize the use of data across Professional.

Save time by duplicating existing customized reports instead of rebuilding them from scratch! Make quick adjustments to the date ranges, metrics, or column names in the duplicated report to try out different configurations while keeping the original intact.

We’ve enhanced the Import Data tool to be more reliable and easier to use. Large data sets can be uploaded and processed quicker, ensuring validation checks catch errors that are easier to identify and fix directly in the UI. Administrators can still access import logs from Settings  Monitoring  Import Logs.

We’ve simplified the way administrators set up permissions for controlling rate visibility by removing the requirement for advanced condition configuration. Rate-related permissions can be managed from the Engagement resource group. For more information, see Controlling rate visibility.

Managing authentication and improving security just got easier! Administrators can now configure SSO directly in the application, allowing for a seamless and secure login experience for your team.

We’ve updated how rates and financial fields display to create a more efficient view. Now, only rates and financial fields with assigned values will show on engagements, ensuring a cleaner interface that focuses on relevant financial data.

To improve financial reporting, the Expenses hub export now includes an Approval Time column, located immediately after Approval Date.

To enhance security and protect system integrity, users of the General User user type can no longer impersonate accounts of users of the Admin user type. Similarly, users of the Admin user type are restricted from impersonating other users of the Admin user type. This update helps maintain better control over administrative user access while still allowing impersonation for testing within appropriate roles.

Scheduling start events for system processes got easier! Now you can choose the days of the week they should run and set a time in Coordinated Universal Time (UTC). The system will convert this to your local time and display it in an information message for accuracy.

Filtering helps you narrow down large amounts of data and focus on a more accessible and actionable subset. You can quickly locate and view information by customizing your report templates and configuring the columns that you want to see. Here’s what we added:

Having visibility into missing dates or unspecified engagement data such as locations, job profiles, cost centers, classifications, or supervisory organizations allows you to address those misalignments promptly and efficiently. Add the new Program Alerts widget to your Home page to quickly identify cases of incomplete worker profiles and engagement information. To drill down into the list of alerts, select the alerts that displays on the widget.

The redesigned Home page allows for greater personalization, improving the visibility of key metrics and offering a tailored view that better aligns with your workflow needs.

Monitoring budget expenditure per worker engagement got easier! The Spend Tracker tool offers a detailed visual representation of spend insights based on timesheet and expense costs further broken down by status of pending, approved, and invoiced. The gauge keeps track of budget spent vs completed engagement time. This helps program office users gain better understanding of spend trends and supports proactive financial management. For more information, see About engagement spend.

Having control over email settings allows for safer testing of notification workflows without the risk of unnecessary communications. Beeline Professional administrators can disable email notifications when working with test data to avoid sending unintended emails during configuration and implementation activities. For more information, see About email notification settings.

Using dynamic fields in custom in-app and email notifications helps create a streamlined and customized user experience. Now administrators can add the engagement job title to provide additional context and make the notification more relevant and useful to the recipients.

Process instances that remain active beyond a specified expiration time can now be automatically terminated to improve efficiency, ensuring long-running or stalled process instances do not consume unnecessary resources.

Ensuring inactive users no longer have access to the Beeline Professional site enhances system security and streamlines user management. With this update, user accounts can be disabled automatically for users with no active engagements.

Filtering helps you narrow down large amounts of data and focus on a more accessible and actionable subset. You can quickly locate and view information by customizing your report templates and configuring the columns that you want to see.

Understanding financial data is key to approvers, especially when it comes to changes that affect an engagement budget. To provide a more accurate financial overview, the Approved Budget and Current Budget fields in the engagement Finance tab were renamed to Original Budget and Approved Budget respectively.

Quickly identify the hiring organization at a glance! To provide additional context for each job posting, we’ve added the Organization name to the Details tab of the job posting page.

As a hiring manager or a program office user, you require tools that can quickly identify cases of incomplete worker profiles and engagement information. Having visibility into missing dates or unspecified engagement data such as locations, job profiles, cost centers, classifications, or supervisory organizations allows you to address those misalignments promptly and efficiently.

You can now tailor Beeline Professional to better support your unique information needs. Connect to your supporting documentation, training materials, internal policy pages, or any other resources your team needs quick access to.