What’s New This June: Smarter Imports, Cleaner Reports, and More Flexible APIs

The Monitoring Activity report tab now features a validation preview. Users can check for missing fields and review validation messages before generating the final report – enabling more accurate submissions and reducing the need for rework.

You can now bulk import project milestones and assumptions into the Clinical Project Card using Excel – directly from the interface or via “System Settings”.

Key highlights:

• Supports both global and project-specific values

• Works across Study, Country, and Site levels

• Automatically updates or extends reference lists

• Fully controlled by user roles and project permissions

This enhancement streamlines data onboarding and accelerates project setup.

We’ve added two new API methods to give you more control over your TMF structure:

• DeleteItem – remove an item from the TMF hierarchy

• MoveItem – reposition an item within the project structure

These actions are permission-restricted and available only for unlocked items.