Review what's changed in CoE Manager v.38 release.

What's changed

Opportunity stage renamed from In Progress to Build

The In Progress stage for opportunities has been renamed to Build for clearer and more standard terminology. This change is reflected consistently throughout the product, including landing pages, workflow sections, page filters, and API-level attributes. This update ensures users can more easily understand the current stage of an opportunity, aligning the terminology with its intended function and improving overall clarity.

Admin-User section renamed to Users

The admin section is enhanced for greater clarity and inclusivity. The Admin-User section is renamed to Users to support all user types, including developers, testers, and others. This update provides a clearer, more inclusive, and simplified user interface, consolidating section user management into a unified view so that administrators can manage all user types in one place.

The updated Users section includes a new User Type drop-down, allowing classification of users as developer, tester, or other. Based on the selected user type, only the relevant environments are displayed, for example dev environments for developers and QA environments for testers, ensuring accurate and streamlined user-environment mapping.

Net impact configuration limited to Idea stage

To simplify opportunity configuration and improve data consistency, the Net impact setting can now only be modified during the Idea stage. Previously, Net impact setting could be changed across all stages of an opportunity, which often resulted in inconsistent data and configuration errors during later stages. With this update, the Net impact field is automatically locked after the opportunity progresses beyond the Idea stage.

If an opportunity is moved back to the Idea stage from a later stage (such as Pipeline or Build), the Net impact setting becomes editable again, allowing for necessary adjustments before moving forward. This change ensures that key opportunity attributes remain stable throughout the process lifecycle, reducing rework and configuration complexity for users.
Unified Admin Settings page

All admin configuration pages have been consolidated into a single, unified Admin Settings page. Settings are now organized under clearly labeled sections; program settings, integrations, complexity and alignment settings, users, and so on. This change simplifies the administrative interface, reduces navigation effort, and helps users manage configuration settings more efficiently within a single location.
Failure cost calculation has been updated to automation-level granularity

To improve the accuracy of failure cost reporting and provide greater visibility into automation performance within an opportunity, failure costs are now captured at the individual automation level. Each automation within an opportunity will have its own defined cost of failure, enabling more precise tracking and reporting. This enhancement allows for better cost attribution and more informed decision-making across automations within an opportunity.
Activity enhancements for improved context and traceability

When you create and manage activities, you can now provide clearer context and track changes more effectively within an activity. In the Activity page, the first section is renamed to Activity details, and this section now includes a field to capture a brief description of the activity. In addition, change requests are now included inside the Activities section.

You can add multiple change requests within a single activity with no enforced limit, and you can associate any type of change request without restrictions. These changes help capture all relevant change information in one place without relying on external tracking.
Enhanced change request workflow and notifications

Change requests within the activity management experience are now more structured and actionable. The workflow includes additional fields to capture ownership, timelines, and context. Date fields are validated against the associated activity dates, with warnings displayed if values fall outside the activity timeline. Assignees automatically receive email notifications when a change request is created or its status changes, and any attached files are included in these emails.

These changes apply to change requests within the activity management experience and improves traceability and accountability, and readiness for future integration with standard project management tools.

Update opportunities to process automation

Administrators can now change the automation type of an existing opportunity to process automation using the Convert to Process option in the Opportunities > Workflow tab. This conversion is available when the opportunity is in the idea, pipeline, or build stage. Once saved, the opportunity automatically switches to the process template, preserving and recording all previously submitted labor costs.

This enhancement allows users to continue configuring the process, including defining process paths and associated automations without needing to recreate the opportunity. Process automation opportunities are also included in the main dashboards and are treated the same as other opportunities for key metrics such as forecasted savings, realized benefits, and missed benefits. Metrics are dynamically rolled up when lower-level process opportunities or related opportunities are mapped to a parent process opportunity.