Second Quarter 2026 Enterprise Operations enhancements

Rate attributes, which allow you to add additional dimensions to rates beyond the job role, so that rates can vary not only by job role but also by factors such as agency, location, brand, cost center, or others. By combining these attributes, Workfront can automatically select the correct rate for assignments, ensuring financial accuracy and consistency across projects.

For more information, see Define rate attributes

Rate cards, which provide a structured way to manage client-specific billing, combining role-based rates and customizable attributes to ensure accurate and controlled project costing.

For more information, see Manage rate cards and Attach a rate card to a project.

A new cost and revenue type called User and Role Hourly. When this task type is assigned, an advanced rate hierarchy logic determines the billing and cost rates from different levels including the rate card, the project, the assignment, the job role, and the user profile. User and Role Hourly is the only cost and revenue type that you can use to apply rate attributes and rate cards.

For more information, see Overview of revenue and cost hierarchy.

A redesigned Advanced Assignments experience with expanded configurability brings greater visibility and control across rates, time frames and properties.

For more information, see Create advanced assignments.

Before the Production release on April 16, a switch will be added to allow you to choose between the old and new Advanced Assignments experiences. The old experience will remain the default

A Job Role for Billing, which allows you to bill a user under a different job role than their primary job role. This is useful when a person temporarily performs work that should be billed at a different rate.

For more information, see Set up a Job Role for Billing.

Date-effective exchange rates.

For more information, see Set up exchange rates.

The ability to add an overtime multiplier on tasks, which multiplies all Planned Hours for that task and affects the Planned Revenue calculations.

For more information, see Define an overtime ratio.

A project-level control to preserve all billing information and prevent any future modifications.

For more information, see Edit projects.

A job role alias, which is defined on a rate card. When the rate card is attached to a project, the alias appears on information such as placeholder assignments, expenses, and reports, instead of the internal job role name.

For more information, see Manage rate cards.

New advanced logic types: advanced display, default value, conditional formatting, and editability

For more information, see Add logic rules to custom forms and fields.

Enhancements to the form designer interface:

• The form name now appears on the top left of the designer, allowing you to see the name on a long form when you scroll.
• Object types that the form can attach to are in a dropdown list.
• You can choose to display or hide logic indicators on the fields, for all logic types. Display and skip logic types show indicators for both affected fields. All other logic types affect one field.

For more information, see Create a custom form.

The ability to add custom forms to teams, rate cards, and job roles
For more information, see Create a custom form.

A Finance permission type setting on currency-formatted fields, to allow access only to users who have certain permissions set in their access levels
For more information, see Restrict access to financial data in custom fields.