This week we’ve focused on making it easier to explore your project data with Corepilot and quickly review key financial information across your documents.

Corepilot now remembers your conversations

Your Corepilot chats are now saved within each report view.

This means you can:

• return to previous questions

• revisit insights you’ve already explored

• continue analysing project data without starting from scratch

It makes ongoing cost analysis much easier when reviewing reports over time.

Corepilot can now reference more project context

Corepilot can now draw on a broader set of information when analysing your reports.

This helps it:

• connect information across different reports

• understand project context more clearly

• provide deeper insights when answering questions about your costs and performance

Instantly check budget and PO utilisation

You can now hover over documents in the document list to quickly see:

• Approved value

• Pending value

• Remaining budget

This makes it easy to check spending progress without opening every document.

Quickly resolve payment application sync issues

If payment applications ever fall out of sync, you can now resolve this instantly.

New options allow you to:

• Refresh All – rebuild the entire application chain

• Refresh Previous – update earlier linked records

Coreloops will also show a warning banner if an application appears out of sync, so you can address it quickly.

More flexible Excel imports for forecasts

Importing forecast data from Excel is now more forgiving.

Minor formatting differences in column names will no longer cause issues during import, making it quicker to bring forecast data into Coreloops.

Faster navigation between projects

Coreloops now remembers the last project you were working on.

When switching between screens, you’ll automatically return to that project, saving time navigating back to your work.

Fix: comments on unassigned documents

We resolved an issue that prevented comments from being added to documents that weren’t linked to a project.