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Here is a brief overview of the key updates and developments implemented in the PlanPro software during the Winter 2026 release.
The user interface has received a fresher, more minimalist look:
The new design highlights data and content more prominently, with less visual focus on buttons and menus.
In the header, several buttons have been grouped under the username dropdown: edit profile, settings, change language, and log out.
System-wide, we’ve introduced new icons and background colors, and updated the design of buttons, data fields, and list views.
In the Conversations and Surveys module, the menu has been moved to the left panel (similar to the work plan view).
You can now use the “Add Activity” button to create activities with sub-activities based on activity set templates. Templates can be used for standardizing workflows like legislation, procurements, and routine projects.
We have made several enhancements to the dashboard views and filters:
On the dashboard, a stage widget can be created based on saved activity filters.
A default filter, “Activities related to me,” has been added to the activity widget.
You can now easily create dashboard widgets and saved filters for other users.
Users with the appropriate permissions can view filters saved by others.
If a user lacks permission to view a specific module, the corresponding widget is automatically hidden.
When creating a default view or saved filter, the column order is now saved automatically.
In the board view, type and status tags are now displayed directly on the activity card.
Budget-related columns have been added to the activity list and can be toggled on or off as needed: reserved income, expense, and investment; actual income, expense, and investment; and the remaining balance for income, expense, and investment. Values are calculated automatically based on the data entered on the activity card.
Connection columns have been added to the detailed views for strategies, action plans, and risks, allowing you to quickly open and edit related records.
You can now restore deleted records and progress entries in these modules. Using the icon in the log, you can recover a record and continue modifying it.
The detailed view across all modules features an additional filter to sort by the presence or absence of linked connections.
Action plans can now be marked as inactive. Inactive plans are hidden from connection options and are excluded when copying activities. The action plan detail view includes a toggle to let you view only active plans or both active and inactive ones.
Strategy, action plan, and risk forms can now be opened directly from reports. Users with the right permissions can make immediate changes directly on the form.
The metrics detail view now boasts a highly capable filtering system. Users can save default filters and combine filtering and grouping to create default views, which can also be used to build dashboard widgets.
Additional filtering options appear when grouping by strategy, action plan, or similar categories is activated.
Header filters at the top of each column allow for detailed searching, filtering, and sorting based on that specific column’s content.
Adding and editing actual and target metric values has been unified into a standardized design using separate pop-up windows. When changing a target value, an explanation can be added via a free-text field; the target indicator also displays when (and if) the explanation was last modified.
A connection code field has been added to the metrics form.
The structural detail view now displays the connections between organizational units and metrics.
The user card now includes a relations view, making it easier to understand which permission groups a user belongs to across different annual plans, and enabling convenient rights management from a single place.
The partner form displays connections to all modules and activities, and allows for the creation of new links.
We’ve added a new workflow for creating a mentoring plan for new employees: the manager sets the goals, while the employee and mentor manage and track their completion.
An important update for HR professionals working across multiple institutions with partner organizations: a questionnaire is now only visible to them within the specific institution’s plan from which they sent it.
In special cases, it is now possible to assign custom text to UI buttons, notifications, etc. (Note: Only available for clients on a separate custom domain; the change applies to all users on that domain).
In the organization settings, you can configure which statuses are permitted for specific progress update types. You can also define whether progress reports on the activity card are displayed by date, submitter, or status.
When creating a new annual plan, you can choose whether activities without specific dates (e.g., routines, recurring tasks) should roll over to the next year’s plan.
The Web eID browser extension has been adopted for ID-card logins. Added support for TLSv1.3.
Routine updates to various core platforms and third-party software components.
If you are looking for the right software to take the management of your organization’s internal processes, development reviews, or satisfaction surveys to the next level, be sure to request a PlanPro software demo.
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