Ernest Release Notes

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Biweekly Platform Digest ​

Period: June 22, 2026 – July 6, 2026

Highlights ​

  • Introduced Scope Sheets, a new tool for creating, viewing, and editing project scope line items in a structured sheet format.
  • Added a Potential Change Request Dashboard with a Budget Modifications feature and approval workflow, giving teams a dedicated space to track change requests and review their financial impact before changes take effect.
  • The Billing & Cash Flow tab can now export data as CSV or PDF, making it easier to share financial reports with clients and stakeholders.
  • Added a media library that keeps digital reports and project documentation connected to source images and files, with inline image previews for easier browsing.

Ernest API (4 releases) ​

Areas Affected: Scope Sheets, Submittals, Subcontracts, Field Reports, AI Assistant, Settings, Proposals, Mobile, Projects, Budget, Contracts, Finance, Invoices, Action Items, Daily Reports, AI Chat, Schedule, Change Orders, Bids, RFIs, Notifications, Admin, Comments

Release on June 23, 2026 ​

  • Introduces Scope Sheets — a new tool for organizing and managing project scope line items. Teams can create, view, and edit scope data in a structured sheet format directly within the platform. (Ticket)
  • Improves validation when importing scope sheet items, ensuring entries without a valid name are flagged and cannot be saved with incomplete data. (Ticket)
  • Submittals now support multiple file attachments in a single submission, making it easier to provide complete documentation without creating separate entries. (Ticket)
  • Introduced more detailed, item-level change history in the activity feed so teams could see exactly what was updated on a record and when. Note: this change was rolled back after release — see the rollback entry below. (Ticket)
  • Adds clickable links within callout elements in workflow diagrams, allowing users to navigate directly to related records or steps from within a flow. Includes placement and visual design refinements. (Ticket)
  • The invoice list under Office → Subcontracts now includes dedicated columns for Lien Waiver and Notarization status, giving teams a quick view of compliance standing for each invoice without opening individual records. (Ticket)
  • Field reports now accept HEIC image files — the format used by iPhones — and automatically generate thumbnail previews, making it easier to attach photos taken directly from iOS devices. (Ticket)
  • Resolves an issue where the AI assistant could become unresponsive and appear to hang indefinitely. It now times out gracefully if a response stalls, keeping the experience reliable. (Ticket)
  • Improves the layout and responsiveness of the Settings and Notification Preferences pages, ensuring they display correctly across different screen sizes. (Ticket)
  • The granular activity feed update included in this release was rolled back after issues were discovered following deployment. The activity feed has returned to its previous behavior while the fix is refined for a future release. (PR)

Release on June 25, 2026 ​

  • Organization user information is now included in mobile sync, so the mobile app stays up to date with the latest team member data across the organization. (Ticket)
  • A new PCR (Potential Change Request) Dashboard has been introduced alongside a Budget Modifications feature. Teams now have a dedicated space to track and manage potential change requests and review how budget modifications affect overall project financials. (Ticket)
  • Fixed an issue where supporting files attached to an active subcontract could not be downloaded while the subcontract was open in edit mode. (Ticket)
  • The platform has been updated to the latest long-term support runtime version, improving overall stability and performance. (Ticket)
  • Fixed a display issue with activity cards to ensure activity information renders correctly. (Ticket)
  • When observations are deleted on the web platform, those deletions now properly sync to the mobile app, keeping mobile data consistent with the rest of the platform. (Ticket)

Release on June 30, 2026 ​

  • The Completion Date field in the contract section is now optional. Users can save a contract without being required to enter a completion date, providing more flexibility for contracts where the end date is not yet determined. (Ticket)
  • The Billing & Cash Flow tab in the Finance section now includes options to download the data as a CSV or PDF. Both exports are styled for readability and ready to share with clients or internal stakeholders. (Ticket)
  • File uploads in invoice modals now support drag and drop, making it quicker and easier to attach documents. The uploader has been simplified to remove unnecessary hints, keeping the interface clean. (Ticket)
  • The portfolio and project views have been consolidated into a single unified table, providing a more consistent experience when navigating and managing projects across the platform. (Ticket)
  • Linked items on action items have been improved to work more reliably across different entity types, ensuring that related records display and behave correctly. (Ticket)
  • Subcontractors can now be notified automatically when a subcontract invoice is marked as paid. This notification is sent from the Office > Subcontracts > Invoice area, reducing the need for manual communication when payments are processed. (Ticket)
  • "Rain" has been added as a weather-related delay option in the delay type dropdown. Teams can now log rain delays directly without needing to use a generic or workaround entry. (Ticket)
  • A visual issue with category label font styling in Settings has been corrected, ensuring text displays consistently and as intended throughout the settings interface. (Ticket)
  • A visual gap that appeared between the loading indicator and the AI chat response has been resolved. The chat now transitions smoothly from loading to displaying the response. (Ticket)
  • Several stability and display improvements have been made to the Gantt chart, addressing edge cases that could cause the schedule view to render incorrectly. (Ticket)

Release on July 3, 2026 ​

  • Improved how formatted text (such as bold, italics, and lists) displays consistently across the rich text editor, comments, and read-only text fields. (Ticket)
  • Introduced an approval workflow for budget modifications so changes to project budgets can be reviewed and approved before taking effect, and enhanced the Potential Change Request (PCR) dashboard with clearer tracking and visibility. (Ticket)

Ernest MCP Server (3 releases) ​

Areas Affected: Media Library, Reports, Budget, Action Items, Site Management, AI Assistant, Proposal Management, Document Search

Release on June 23, 2026 ​

  • Users can now access the media library from within the platform. Digital reports have also been updated to pull images and files directly from the media library, keeping project documentation connected to its source assets. (Ticket)
  • Images stored in the media library are now displayed inline, making it easier to browse, review, and identify project photos and files without needing to open each one individually. (Ticket)
  • Users can now add line items directly to a budget, giving teams more detailed control over how costs are broken down and tracked. (Ticket)
  • Comments on action items now flow through the same unified commenting system used across the rest of the platform, ensuring consistent behavior, formatting, and visibility. (Ticket)
  • A new site staffing summary tool is now available, providing a quick overview of personnel assigned to a site. Site conditions information has also been separated from document management into its own dedicated area, making both easier to find and use. (Ticket)
  • Internal reliability improvement with no visible changes for users. Automated quality checks now run as part of the standard release process to catch issues earlier. (Ticket)
  • Restored an automated process that keeps the staging environment up to date with the latest hotfix changes. (PR)
  • Fixed a configuration issue in the automated deployment pipeline that was preventing changes from being released correctly. (PR)
  • Resolved a validation check issue in the deployment process to ensure releases proceed as expected. (PR)

Release on June 26, 2026 ​

  • Improved the AI assistant's ability to find and surface relevant project information. Search results are now more accurate and the underlying connection between the platform and the AI service is more reliable. (Ticket)

Release on July 2, 2026 ​

  • Strengthened the technology behind the AI assistant's document search, making search results more reliable and relevant. (Ticket)
  • Added the ability for the AI assistant to find exact matches when searching documents and to show citations indicating where the information came from. (Ticket)
  • Improved how the AI assistant classifies different types of information, helping it return more accurate and relevant search results. (Ticket)
  • Temporarily rolled back the exact search and citation feature for document search while further improvements are made. (PR)

Ernest NLS API (2 releases) ​

Areas Affected: Natural Language Search, AI Assistant, Documents

Release on June 26, 2026 ​

  • Natural Language Search received several reliability and speed improvements. Document text is now extracted faster, with a backup recognition method available if the primary approach struggles. Search results are retrieved more efficiently, and the system automatically retries when under heavy load — reducing failed or slow searches. (Ticket)
  • The connection between Ernest and its underlying AI service is now more resilient. The system retries automatically when the AI service is temporarily unavailable, and long-running AI responses are kept alive rather than being cut off before they finish. (Ticket)
  • When the AI service is overloaded or encounters an error mid-response, the system now detects the problem more reliably and closes the response cleanly — rather than leaving users waiting on a stalled or incomplete result. (Ticket)
  • The AI assistant now manages its working memory more efficiently during multi-step tasks, allowing it to handle longer and more complex interactions without running into limits that could cut a session short. (Ticket)
  • Behind-the-scenes tracking of AI usage has been made more accurate and consistent, ensuring the platform has reliable data to monitor performance and capacity. (Ticket)
  • Automated checks were added to verify that AI responses remain consistent and accurate as the platform evolves.
  • Additional automated tests now validate that AI-driven multi-step workflows complete correctly end to end.
  • Basic health checks were added to confirm that core platform functionality is working correctly after each deployment.

Release on July 2, 2026 ​

  • Improved document search so that data inside tables within documents is now captured and indexed, making it easier to find specific information in project documents. (Ticket)
  • Rolled back a recent behind-the-scenes update to how the AI assistant processes responses, in order to resolve an issue it caused. (PR)
  • Temporarily rolled back a document search enhancement while an issue with it is resolved. (PR)

Ernest Platform Release Notes