Third Quarter 2026 Financial Management enhancements

This page describes Financial Management enhancements made with the Third Quarter 2026 release to the Preview environment. These enhancements will be made available in the Production environment as noted.

For a list of all changes available at this point in the Third Quarter 2026 release cycle, see Third Quarter 2026 release overview.

Add a rate card to a template

You can now select a rate card to add to a template, which is then automatically attached to all projects created from the template. The rate card becomes the default on the project, but it can be overridden if needed.

For information, see Attach a rate card to a template.

Add billing rates in between existing rates on a rate card

You can now adjust the list of effective dated billing rates on a rate card more quickly, by adding a new rate in a specific place in the list. Select the More menu next to an existing rate to insert a row above or below that rate.

Previously, you could only add rates at the bottom of the list.

For information, see Manage rate cards.

Rate attributes cannot be edited once they are used on rates

Once an attribute is added to a rate in Workfront, you can no longer edit that attribute and its filters in the Setup area. This preserves data integrity and prevents rates from being changed accidentally when attributes are updated.

For more information, see Define rate attributes.