New Features and Enhancements in WorkGrid Spring 2026

The following new features have been introduced in the Spring 2026 release of WorkGrid.

If you are upgrading from a previous version, see Upgrading to WorkGrid Spring 2026. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

If you are upgrading from a version earlier than January 2026, check the documentation for previous releases for upgrade details.

Introducing Services Forecasting

Services Forecasting provides not only revenue forecasting but cost forecasting at the project level, allowing project managers and service leaders the ability to forecast the profitability of a project through margin calculations. Actual and forecasted cost and revenue are captured as the project is being delivered, providing an accurate near-real-time forecast. Adjustments can be made directly on the forecasts for potential changes that have not yet been added to the project, such as change orders pending approval.

Project-level forecasts can then be rolled up through the region, practice, or group, allowing leadership to analyze which areas of the business are on target and which may need further analysis in order to get back on track. Through scenario tracking, service leaders can level set leadership expectations with upside or risk scenarios. With Services Forecasting, organizations can provide the right information to the right individual at the right time to make impactful decisions that help their business remain on target.

For more information about Services Forecasting, see:

• Generate Services Forecasts
• Setting up Services Forecasting

Default Unit for Plans

We have introduced the Default Unit field for plans. The default unit is automatically applied to measures that aren't linked to a planning unit, for example, to a record currency measure. When you create a plan from a data source, the Default Unit field is populated using the value from a dimension that you select. For example, you can select the Currency dimension that contains the ISO code of the record currency. You can also select the default unit dimension when creating a plan template. If you are creating a blank plan, you can select the default unit manually. For more information, see:

• Creating a Blank Plan
• Creating a Plan from a Data Source
• Creating a Plan Template

Mass Send To Analytics Process

You can schedule a mass send to Analytics process in order to simplify data management. You can use filters to automatically send updates from all plans with output data sources directly to Analytics, ensuring your datasets are current without any manual steps. For more information, see Mass Send to Analytics Process.

Mass Update Filters Process

You can now use the mass update filters process to update the dimension and measure filters and the dimension value mappings in your plans. This eliminates the need for individual manual changes. For more information, see Mass Update Filters Process.

Upgrading Picklist Values to Spring 2026

You can now use a streamlined and automated process to update picklist values and enable WorkGrid mass actions using the Feature Console. For more information, see Upgrading Picklist Values to Spring 2026.

Fixes

Fixes are listed on the Known Issues page of the Certinia Community. You can access this page from the Community Support Hub. For a brief description of the issues that have been fixed in this version of WorkGrid, see the relevant section of the Known Issues page.