Version 42.0 Release Notes

Moovila Version 42.0 was released on November 5, 2025, EST. The following updates are available in this release: 

• AutoTask Schedule Sync:
  • Moovila Scheduled Events and Autotask Service Calls that are part of synced projects will now be synced bi-directionally across systems. Learn more about the details of how fields map between the two systems here.
  • Please ensure that you have the following permissions set on the Security Level used by your Autotask API in order for schedule sync and queries for Moovila Smart Schedule to function properly:
    
• Smart Schedule Integration for Autotask: Autotask calendar details have been integrated into Moovila’s Smart Schedule. 
  
   
  • Data from all Project Ticket Service Calls, Service Ticket Service Calls, Appointments, and To-Do’s are now pulled in to provide a single integrated view within Smart Schedule.
  • To turn on Smart Schedule for Autotask, open Layers and select Scheduled Events: Autotask. 
    
    • Purple schedule items represent synced Project Service Calls that are synced with Moovila. These appear as “Moovila Appointments.” These Service Calls can be edited or rescheduled directly within the Smart Schedule. 
      
       
    • Blue schedule items represent Service Calls, Appointments, To-Do’s, or Quick Calls not directly related to a synced project in Moovila. These can be used as reference points during scheduling, but they are read-only. 
      
  • Need a refresher on how the Smart Schedule works? Watch the Overview Video here or learn about Scheduling + Modifying Appointments here.
• Resource Capacity Integration for Autotask: Autotask data is now integrated into Resource Capacity as well, providing an all-inclusive resource capacity view.
  • This data can be pulled into Resource Capacity via Filters > Appointment Data > Autotask PSA. 
    
  • A source tag in Resource Capacity will indicate which data has come from Autotask. It will also include the resource, times, and work associated. 
    

• Project Hub Functionality: Project Hub provides a library of project templates built to serve our MSP community.
  

  • These templates include dependencies and durations that allow users to leverage the Critical Path Engine and timeline automation.

  • The collection of templates found in Project Hub ranges from Onboarding to Network Upgrades and may be grouped and filtered by category. 

  • Templates may be downloaded and used either as projects or templates in your Moovila environment. 

  • Accessible via the Project Hub icon found in the upper navigation of the Project Portfolio, this feature must first be enabled by your organization’s Moovila admin. Learn more about this functionality in the Guide site article Using Project Hub.
    

  • The permission for Project Hub access is now available for addition via the Security Roles dialogue for MSP clients. 
    

• New Option for Project % Complete Method: The Weighted Percent Complete option was added to provide another possibility for the way that percent complete may be calculated. ​Instead of averaging task percentages equally, this method weights each task by its estimated effort (hours). The result is a more accurate view of overall progress in which large, high-effort tasks contribute proportionally more than small tasks​. This can be selected at the project level and set as an enterprise default value for new projects.
   
  • The calculation logic is as follows:
    Sum of work complete (based on Work Estimate and % complete on the task) / Total Work Estimate
  • Example: Work Complete (22) / Total Work Estimate (122) = 18% Complete​​

  • Task​	Work Estimate​	Percent Complete​	Work Complete​
    Task 1​	2​	100%​	2​
    Task 2​	100​	20%​	20​
    Task 3​	20​	0%​	0​

• Custom Status Filter Cleanup: For those who have many inactive custom statuses from existing PSA systems we have made a few changes.
  
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  • Any inactive statuses that do not have at least one project present in them will no longer be displayed​.
  • A new filter in Portfolio view excludes inactive statuses. This removes projects that are associated with inactive statuses. This filter option is only available to those who also have custom status filtering available. ​

• Portfolio Load Performance Enhancement​: The Moovila portfolio now loads faster thanks to performance optimizations. ​

• Portfolio Dashboard Fix: An issue involving switching between task and portfolio dashboards when saving has been resolved, allowing Portfolio dashboards to load as intended.​​

• Time Log Improvements:​ 

  • Time Adjustments (Manually created time) will now have the Clock In/Clock Out dates populated on time exports.​

  • Adjusting Clock Out Dates on Time Adjustments, when the time is marked as billable, the billable time is appropriately updated to match the total time​

• ConnectWise Integration-Specific Enhancements:​
  • Additional validations messages appear when users change task status to category mappings​
  • An additional User Facing log has been added to capture details when ConnectWise returns 404 errors for work types.
• Halo Integration-Specific Enhancements:​ “Appointments” have been added to the available selection for Object Types when in Halo Request Logs​.

Hotfixes and Minor Releases:

• 11/6/25 (Hotfix): This removes the use of unnecessary Service Call patches in the Autotask integration. 
  • An additional hotfix on this date provides an endpoint to help remove erroneously added data.
• 11/6/25: These minor releases provided the following updates:
  • Additional logging was added to help customers troubleshoot auth issues with the PublicAPI.
  • Internal logging was added to track the popularity of Project Hub templates via download metrics.
• 11/10/25: This minor release provides further internal Project Hub logging in Moovila's data warehouse for reporting purposes.
• 11/17/25: This release adds support for banner and splash screen notifications within Moovila, along with a minor change to display Project Number instead of ID in the AutoTask sync list.
• 11/18/25 (Hotfix): This hotfix resolves an issue where a dismissed notification would flash on the screen (very briefly) during the 5 minute polling interval during the same browser session in which the notification was dismissed.
• 11/19/25: This minor release contains reporting enhancements. 
• 11/20/25: This minor release contains the following:
  • An update to the Halo integration remedies a possible scenario where a Project ID provided might be incorrectly identified as having been imported already.
  • Reporting performance adjustments.
  • Several minor bug fixes for the Autotask integration.
• 11/20/25: This minor release resolves an issue with the Project Portfolio % Complete incorrectly including master repeat tasks in the % Complete calculation. It also removes possible duplicate budgets that might have been created incorrectly through a race condition and prevents any future possible duplication.
• 11/24/25 (Hotfix): This hotfix resolves an issue that was causing Moovila time adjustments to have their start time set to 12AM after the project synced. Instead, we now keep the times as they exist on the time record in Moovila, and if it’s a new time record coming in from Autotask, a new start time is set to the beginning of Moovila's enterprise work day, and the end time is the start time + the total time.
• 11/26/25: This minor release is mainly centered around enhancements for Smart Schedule (additional details for internal reports and a fix to comparison logic for appointments to compare time in addition to date changes).
• 12/2/25 (Hotfix): This hotfix resolves an issue that prevented the Outlook Calendar integration from enabling and disabling.
• 12/9/25: This minor release includes infrastructure changes to adjust the number of container instances that running at during a deployment. A second minor release on this date adds the Project ID (refNum) to the response of the GET /PublicAPI/Report/Project endpoint in Moovila's PublicAPI.
• 12/9/25 (Hotfix): This hotfix contains an update to turn on a diagnostic flag for Smart Schedule load time troubleshooting. A second hotfox on this date resolves an issue in Smart Schedule that was resulting in the SS not loading or becoming non responsive. This is done by truncating Autotask appointment titles after the first 200 characters.
• 12/10/25: This minor release is an infrastructure change to improve the cpu load for the DataWarehouse container.
• 12/10/25 (Hotfix): Hotfixes on this day did the following: resolved an issue drilling into task details from a Task dashboard where the task status name, project, and project phase were not displaying details and troubleshot the slower running of Halo's project action syncs.
• 12/12/25: This deployment provides performance improvements for the Autotask integration. A second release on this date adjusts how logs are captured from ConnectWise.
• 12/15/25: Minor releases on this date included a backend change to the location in which certain logs are saved. 
   

• 12/12/25 and 12/16/25: ConnectWise Integration Updates 

  • Task Description Sync Removed: The Moovila Task Description field no longer syncs with the ConnectWise Initial Description field or Note object to eliminate accidental deletions. ConnectWise does not store a true “Task Description.” Instead, it virtualizes the description from the first note added to the task. Because these fields do not map one-to-one with Moovila’s Task Description, syncing them produced unintended behavior—most notably, notes being accidentally deleted. An example of what this looked like can be found below:
    • Example Scenario: A task in Moovila without a description has its first note created, which syncs to ConnectWise as a note, but also its contents are shown as the ConnectWise ticket's "Initial Description." ConnectWise does not update the ticket’s “Last Changed” date when notes are added.
    • On the next detected update, the integration sees the Moovila task being updated later than the ConnectWise ticket, and that there is a material change that needs to be synced: Moovila's task doesn't have a description, but ConnectWise does have an "Initial Description." Since Moovila has the later change date, the "Initial Description" in ConnectWise is wiped out by removing the note.
    • Upon the subsequent sync, since the note was removed from ConnectWise it is now removed from Moovila.
    • Improved Note Synchronization: Delta sync processing has been enhanced to sync new notes and note changes in Moovila more frequently, even when a note's task itself has not been updated. This ensures that notes added in Moovila are brought into ConnectWise more reliably and without waiting for unrelated task updates.
  • Enhanced Project Board Handling and Validation: Moovila now supports syncing projects where phases or tasks use different project boards than the board assigned to the overall project. When these scenarios occur, the sync will correctly process those phases and tasks according to their respective boards. If a phase or task is associated with a project board that is not configured (i.e., not mapped in the Project Board configuration within the ConnectWise integration), Moovila will stop the sync for that project and generate a clear error log specifying which project board must be configured before the sync can proceed. This prevents incomplete or inconsistent updates and makes configuration issues easy to identify.
     
  • 12/16/25: This minor release contains an adjustment to how frequently Moovila syncs when project webhooks are received from Halo. Moovila will now sync only as frequently as every 10 seconds, whereas before the sync was constant. Additionally it contains a modification to how agents are synced, resolving an issue that was causing a sync error when an agent had an email set to null.
  • 12/22/25: This minor release contains a processing tweak to address a possible milestone sync issue.
  • 12/30/25: Minor releases deployed on this date contain the following functionality:
    •  For users of the ConnectWise integration:
      • Adds two way syncing of resource types to work roles on tasks. This functionality will be rolled out in waves and is currently off for all customers.
      • Adds a new company search endpoint that will be utilized by the front end later,
      • Updates the way that request logs are archived internally.
    • For users of the Autotask integration: This change allows for the project type to be set when syncing a project to Autotask for the first time and will set it to client by default. 
  • 12/30/25 (Hotfix): A hotifx released on this date this prevents unnecessary actions being taken by the web server (actions triggered by webhooks when an integration is disabled), thereby improving performance.
  • 1/2/26 (Release Number 42.2.77228): This release contains the following updates:
    • ConnectWise Integration:
      • Project names in the ConnectWise Integration Configuration are now clickable, allowing users to jump directly to the corresponding project. Links are only displayed for projects the user has permission to access.
    • Autotask
      • When syncing a project from Moovila to Autotask, users can now specify the Project Type. The Project Type defaults to Client, with options to select: Client, Internal, or Proposal.
    • Moovila – General Fixes
      •  A fix ensured that task overdue emails are no longer sent when the project is in a Planning category.
      • Accept / Reject buttons were removed from task emails when Auto Accept Assignments is enabled in Enterprise Settings.
      • An issue where selecting Move Phase did not expand the target project to show available phases was corrected.
      • Intermittent issues in Project Hub where modals would unexpectedly close were resolved.
      •  An issue wherein downloading a template from Project Hub did not automatically open the newly created project was resolved.
      • Corrected an issue where projects using Weighted Percent Complete displayed "NaN" when all tasks had no work estimates.
      • Added a process to automatically apply 2026 holidays to active projects based on Enterprise default holiday settings (only if no 2026 holidays are already defined).
  • 1/6/26: Two Minor releases were pushed live on this date:
    • The updates associated with the first were changes for the internal Moovila Admin app. The changes included persisting column reordering in Feature Flags and Global App Settings as well as exporting and importing Notifications and being able to preview notifications in the Admin app. 
    • The second release several enhancements for the Halo integration, including: disabling the Halo sync if the enterprise is disabled, rounding work estimates to two digits to avoid decimals when converting units, and modifying several 401 and 403 responses so that warnings are added to the logs rather than creating errors.
  • 1/7/26: Changes in this minor release allow for a custom URL to be used while setting up the Salesforce integration.
  • 1/8/26: This minor release adds a new endpoint for internal use to the Autotask container.
  • 1/9/26: Releases on this date resolved issues surrounding duplicate project capacities and improved the performance of the Project Hub task processor.