Changelog

This week marks the launch of Corepilot, your AI assistant for exploring project cost data.

Introducing Corepilot

Corepilot is a new AI assistant built directly into your cost reports.

You can now ask questions about your project data and receive instant insights without manually digging through reports.

For example, you can ask:

• How are we performing against budget this month?

• Which cost codes are trending over budget?

• What has been certified vs applied this period?

Corepilot helps teams quickly understand project performance and identify potential issues earlier.

Built-in safeguards for your data

Corepilot is designed to safely analyse your data without making any changes to your projects.

It operates in a read-only environment, meaning it can explore your information but cannot modify documents or financial records.

Clearer warnings when bulk valuations exceed budgets

When updating payment applications in bulk, Coreloops will now warn you if:

• the value exceeds the budget

• the value goes over 100% of the contract amount

This helps prevent accidental over-claims during valuation updates.

This week’s update introduces a faster way to create new documents and improves several everyday workflows.

Create new documents from existing line items

You can now select line items from an existing document or BOQ and generate a new document in a single step.

For example, you can quickly create an invoice or document using the relevant items without re-entering information.

This saves time and reduces manual data entry.

Clearer copy actions in the BOQ

Copy actions in the BOQ are now labelled more clearly.

Buttons will now display context-specific labels such as:

• Copy Section

• Copy Line Item

This helps avoid confusion when duplicating items within large BOQs.

Exported files now include the project name

All exported files now include the project name in the file title.

This makes it easier to organise downloaded reports when working across multiple projects.

Faster project setup with searchable client selection

The client field when creating a project is now searchable.

This helps teams quickly locate the correct client when setting up new projects.

Fix: smoother cost code updates on documents

We resolved an issue where updating cost codes on document line items could briefly cause the document table to refresh unexpectedly.

This week’s update focuses on simplifying navigation and cleaning up a few issues affecting team management and payment applications.

A cleaner view when working in the Unassigned project

When viewing documents that are not linked to a project, Coreloops now hides sections that aren’t relevant, such as BOQ and Variations.

This helps keep the interface simpler and makes it easier to focus on organising incoming documents.

Fix: retention settings in payment applications

We resolved an issue that could occasionally cause problems when switching between:

• global retention settings

• line-item retention settings

Payment applications now update correctly without any unexpected data changes.

Fix: removed deleted users from assignments

Users who have been removed from the platform will no longer appear in:

• assignment dropdowns

• @mentions in comments

This keeps project collaboration cleaner and avoids confusion when assigning tasks.

This week introduces new export options to make it easier to work with project data outside the platform.

Export cost reports to Excel

You can now download cost reports directly as Excel files.

This makes it easier to:

• share reports with colleagues or clients

• perform additional analysis

• store snapshots of project performance

Export transaction reports to Excel

Transaction reports can now also be exported to Excel.

These exports organise data by cost code and purchase order, helping teams review spending and audit transactions more easily.

A cleaner dashboard layout

We’ve simplified some page layouts by removing redundant headings.

This creates more space for important information and helps keep dashboards easier to read.

This week introduces powerful new document matching features designed to help teams reconcile project costs more easily.

Automatically link purchase orders, delivery notes, and invoices

Coreloops can now help connect related documents across your projects.

When purchase orders, delivery notes, and invoices are uploaded, the platform will identify and link them together at a line-item level.

This makes it easier to:

• confirm what was ordered

• verify what was delivered

• check what has been invoiced

Helping teams keep supplier costs accurate and avoid duplicate payments.

Generate professional PDFs for manual documents

Documents created inside Coreloops can now be exported as professional PDFs.

This allows you to easily share purchase orders, invoices, or other documents created within the platform with suppliers and stakeholders.

Fix: consistent ordering in payment applications

Payment applications now display line items in the original BOQ order.

This makes it easier to review valuations and ensures reports follow the same structure as the original project breakdown.

This week introduces a helpful tool for identifying duplicate documents during imports.

Duplicate document detection during imports

When uploading documents through CSV or Excel, Coreloops will now highlight entries that appear to be duplicates.

This helps teams avoid accidentally recording the same purchase or invoice more than once, improving data quality and reducing reconciliation work later.

The first update of the year introduces new reporting metrics and improvements to project financial tracking.

Labour costs now included in cost reports

Approved timesheets now feed directly into cost reports.

This means labour costs are automatically included alongside other project expenses, giving you a more complete picture of project spending.

New margin metrics in cost reports

Cost reports now include new financial metrics to help teams better understand project performance:

• Actual Sales

• Applied Margin

• Certified Margin

These metrics help track how project value compares to actual spending.

More detailed delivery information on purchase orders

Purchase orders now include additional delivery information fields such as:

• delivery address

• contact phone number

• delivery date

• delivery instructions

This helps ensure suppliers have the information they need to deliver materials to the correct location.

Generate PDFs for documents created in Coreloops

You can now generate professional PDF versions of documents created within the platform.

This makes it easy to share purchase orders, invoices, and other documents externally.

Clearer project progress warnings in the BOQ

Instead of locking the BOQ during project changes, Coreloops now shows an “In Progress Project” warning.

This provides better visibility while still allowing teams to continue reviewing project information.

Faster access to report filters

Filters for cost and resource reports have been moved to the top of the page.

This makes it quicker to switch between report versions and time periods when analysing project data.

This week introduces improvements to document processing, variations management, and payment application exports.

Smarter document linking across your project records

Coreloops can now automatically identify and connect related documents such as:

• Purchase Orders

• Delivery Notes

• Invoices

When documents are uploaded, the platform helps link them together so teams can easily verify what was ordered, delivered, and invoiced.

This helps keep supplier records organised and simplifies reconciliation.

Publish and republish variations to your BOQ

Variations can now be formally published to your BOQ with clearer status tracking.

You can also republish updated variations when changes occur, helping ensure the BOQ always reflects the latest agreed project scope.

Automatic document numbering

Documents created in Coreloops can now be assigned numbers automatically.

Each organisation can configure:

• document prefixes

• starting numbers

• numbering rules

This keeps document records consistent and reduces manual admin.

Import helper for payment applications

When importing valuation data from Excel, Coreloops can now highlight rounding issues and provide a one-click suggestion to correct them.

This makes imports faster and helps prevent small calculation discrepancies.

Excel exports now include live formulas

Payment application exports now include formulas rather than static values.

This means totals and calculations remain dynamic when opened in Excel, allowing teams to continue working with the data if needed.

Payment application cover pages now include client details

Exported payment applications now include client contact information pulled from your organisation settings.

This makes exported documents easier to share directly with clients.