March 2026 Release Notes

ALLOVUE-4049

Consistent Type Requirement Across Budget and Organization Uploads

Improved how Budget Type is handled across the app and file uploads. Budget Types now behave consistently in Budgets and Organizations, including viewing, sorting/filtering, linking budgets to organizations, downloading templates, and uploading CSV files—reducing upload errors and ensuring budgets map correctly during setup and proposal creation.

ALLOVUE-3922

Display Inactive Users on Separate Tab

The Users page in Configuration → Access Settings → Users now separates accounts into two tabs: Active Users (default) and Inactive Users. This makes it easier to find and manage current users as districts grow. The Status column has been removed since tab selection indicates the user’s status. Import/export behavior is unchanged—uploads and downloads still apply to the full user list (active and inactive) regardless of which tab you’re viewing.

ALLOVUE-3340

Roles have hidden/display/plan permission for SEs

Supplemental Expenses (SE) now respect budget user-role access levels (Hide / Display / Plan). Users will only see SE navigation, tabs, widgets, exports, and edit actions when their role allows it. When access is restricted, SE amounts are hidden/redacted, and SE-specific actions/buttons are removed.

Notes:

• Also includes updates for Personnel Expenses (PE) in the Budget Overview allocation table that were missed in earlier related work.

ALLOVUE-3338

Roles have hidden/display/plan permission for NPEs

Non-Personnel Expenses (NPEs) now respect budget user-role access levels (Hide / Display / Plan). Users will only see NPE navigation, tabs, widgets, exports, and edit actions when their role allows it. When access is restricted, NPE amounts are hidden/redacted, and NPE-specific actions/buttons are removed.

ALLOVUE-4323

All Staffing Export

Added a new All Staffing export that lets you download staffing data in a single file for easier reporting and sharing.

ALLOVUE-4187

Tabbed View of All Staffing data

Updated the All Staffing page to make it easier to review staffing at different levels of detail:

• Added two tabs: Positions (grouped by position code and job) and Incumbencies (individual position “slices,” including partial FTE).

• The Positions tab now summarizes costs across assignments for each position, with improved sorting by job/position.

• Selecting a position row quickly drills into the matching Incumbencies view with filters applied, so you can move from summary to detail faster.

• The Incumbencies tab supports sorting by job/position or employee, filtering by job or position code, and expanding rows to view funding details.

ALLOVUE-4387

All Staffing Incumbents Tab Should Show/Filter on "location"

The All Staffing → Incumbencies table now includes a new Location Code column that can be sorted and filtered, and Location Code is included in the All Staffing export

ALLOVUE-4379

Allow "Organizational Section" to select account type for all funds table

Budget Book Organizational Section: All Funds Table blocks are now editable, allowing users to choose an Account Type (Expenditure or Revenue)—with Expenditure selected by default—and the table will be filtered accordingly in preview.

ALLOVUE-4296

Display Scenario Name as a Subheader on all Budget Planning Pages

Budget Planning pages now display the Scenario Name as a subheader, providing clearer context about which scenario you’re viewing across all Budget Planning screens.

ALLOVUE-4287

Budget Book - Data Tables are Revenue or Expenditure

Budget Book: All Funds Table blocks can now be filtered by Account Type—users can choose Expenditure or Revenue (with Expenditure selected by default) when adding/editing the table (outside of the Organizational Section). This makes it easier to view the correct type of financial data directly in the Budget Book preview.

ALLOVUE-4168

Implement "Funded by other budget(s)" tag on Current FTE in Manage

Improved visibility into staffing that is funded outside the current budget:

• Added a “Funded by other budget(s)” tag on the Staffing → Current FTE table when an employee’s funding includes accounts outside the current Budget’s scope.

• When expanding a row to view funding details, out-of-scope funding lines are now clearly labeled “Account not in budget”.

• Helps districts quickly identify positions funded from other locations/budgets and reduces confusion when reviewing Current FTE funding.

ALLOVUE-4138

Display Detailed Expense Misalignment Information in Info Bubble

Expense misalignment warnings in Budget Suite now provide more detailed guidance in the info bubble, so users can see exactly what’s misaligned and how to fix it.

Customer-facing release note:

• Enhanced expense misalignment warning info bubbles to display detailed misalignment information, including which account-code segment (and/or budget/allocation segment, depending on expense type) is out of alignment.

• Users can click the warning to jump into editing the expense and resolve the issue more quickly.

ALLOVUE-4130

Display Approver Step/Name for Proposals Awaiting Approval

On the Budget Proposals page, proposals that are awaiting approval now display an additional tag indicating which role is next in the approval workflow (other proposal statuses do not show this tag).

ALLOVUE-4084

Display name of Org on Manual Adjustment Rules

Manual Adjustments: Show organization names (with overflow indicator)
On the Future → Formulas → Rules page, Manual Adjustment rule descriptions now display the organization names as badges (up to 4 shown). If more organizations are included, a “+N” badge appears; selecting “+N” opens the rule’s edit view so you can review the full list. This replaces the less-informative “N selected organizations” text and makes multi-organization adjustments easier to understand at a glance.

ALLOVUE-3844

Prevent Archiving Pays and Benefits Elements When There are Active P&B Proposals

In Pays & Benefits configuration, users can no longer archive pay/benefit setup items (Vacant Job Pays, Employee Benefits, Pay Schedules (and related details), and Benefit Packages) if those items are being changed in an active Pays & Benefits proposal (Draft or Awaiting Approval). Users will see a message explaining the item can’t be archived until active proposals are submitted/approved.

ALLOVUE-2998

Only Show 'Adopted Scenario' Header When an Adopted Scenario is Selected

Budget Planning Scenario Overview now shows clearer scenario context:

• The header above the scenario selector dynamically updates to display “Adopted Scenario” when the selected scenario is adopted, and “Currently Selected Scenario” when it is not.

• The scenario selector help text (info tooltip) was updated to clarify that users can switch to other scenarios or prior fiscal years to review different budget plans.

ALLOVUE-4222

Remove the "how many digits" validations for FTE in New Positions/Edit Positions Form

FTE fields across the application no longer enforce a browser “step” precision (previously effectively limiting entry to 0.01 increments). Users can now enter any decimal precision for FTE values (for example, 0.123 or 0.99999) while existing range validations (such as > 0 and ≤ 1 where applicable) remain unchanged.

ALLOVUE-4236

Add Fullscreen Functionality to Table Behavior

Improved the full-screen experience for tables to make reviewing large datasets easier:

• Added a consistent Fullscreen/Minimize control for supported tables, allowing you to expand tables to use the full screen.

• When in full screen, non-essential header elements (like page tabs and header buttons) are hidden so the table has more room, while key table actions (like filtering/grouping) remain available.

• Fullscreen now works smoothly with scrolling, pagination, and table interactions (for example, on Pay Schedules → Schedule Detail and Staffing → Jobs), and preserves your current filters/grouping when toggling fullscreen.

ALLOVUE-4341

Removal Reasons for Personnel Expenses Marked for Deletion

Inside of a Proposal, users now have the opportunity to leave a Note on a Personnel Expense they wish to mark for Deletion. The Deletion form will be pre-populated with any existing text from the Expense’s Notes field, which can optionally be edited, deleted, or overwritten as part of the Deletion Request process.

ALLOVUE-4292

ALLOVUE-4212

Block URL access to expenses based on role permissions

Expanded role-based access controls for Supplemental Expenses (SE) to better support district permission needs:

• SE visibility and editing now respect each user’s Hide / Display / Plan access level within a budget.

• Users without SE access will no longer see SE navigation/tabs, and SE amounts may be shown as Hidden where applicable (for example, in proposal summaries and budget overview allocation totals).

• SE create/edit/upload actions are now limited to users with Plan permission, while users with Display permission can view SE information without making changes.

ALLOVUE-2822

Admin Users Can Edit Job Info Via User Interface

Previously, the Jobs page was editable via upload only. We have enhanced the page to allow users to update a single record via the user interface. Users will now see an ellipsis action menu on a job record. Selecting the menu gives users the option to edit or Archive. When you select edit, a pop-up displays where users can edit the following information.

• Name

• Class Name

• Compensation Plan Code

ALLOVUE-4170

Adjust "Total" numbers on Manage Staffing Table

On Single Budget > Manage > Staffing, the Current FTE, Open FTE, and Flagged FTE tab badge totals now reflect funded FTE for the selected budget (instead of total position/assignment FTE regardless of funding). This makes the tab totals align with split-funded positions (e.g., a 1.0 FTE position funded 0.5/0.5 across two budgets contributes 0.5 to each budget’s tab total). Only the tab badge totals changed; the rows inside each tab still show the original FTE values.

ALLOVUE-3733

Update Sort Order of Grouped Results Inside of a Proposal

Improved the readability of grouped expense results within proposals:

• When grouping Personnel Expenses by Job in Budget Proposals, grouped results are now sorted by Job Code for a more consistent, predictable order.

• This makes it easier to scan and compare job-based totals across a proposal without the list “jumping” into an unexpected sequence.

ALLOVUE-4375

Fix: Escape Key During Proposal Warnings Check Crash

Fixes a crash that could occur if you pressed Escape while the system was checking proposal warning validations, improving stability during proposal review.

ALLOVUE-4258

Fix All Expenses total by preloading proposal budget and organization

Fixed an issue that could cause misleading totals in proposal allocations:

• Resolved a bug where the “All Expenses” total on the Personnel Expenses (and SE/NPE) allocations tab could incorrectly appear over budget, even when each individual allocation line was balanced.

• The All Expenses total is now correctly scoped so it reflects only the expenses relevant to the budget/proposal you’re viewing, improving accuracy and reducing confusion during review.

ALLOVUE-4238

Budget Book Bug

Improved accuracy of Budget Book previews after proposal changes:

• Budget Book previews now refresh to reflect updated numbers after a proposal is approved/merged.

• This ensures tables in the preview (for example, expenditure tables by segment) stay in sync with the latest adopted scenario expenses, reducing the need for manual workarounds when reviewing updated totals.

ALLOVUE-4220

Account History Export is netting last year's data

Fixed an issue in Reporting → Account History export where the “Planned” column could be labeled and populated for the wrong fiscal year (shifting year columns by one). The export now correctly uses the scenario’s fiscal year for the Planned column and aligns historical Budget/Spent columns with the correct years.

ALLOVUE-3886

Selecting PO Invoice from Bucket > Transactions Issue

Improved navigation and context when reviewing Purchase Orders (POs) across the application:

• Fixed issues where opening a PO from different areas (like Buckets, All Transactions, or All Accounts) could lead to confusing navigation or the wrong section appearing active in the sidebar.

• Purchase Order details now open in a context-aware view, keeping you anchored to where you started and making it easier to get back to your prior list.

• Streamlined bucket navigation by removing redundant Money/Staffing tabs where the sidebar already provides that navigation.

ALLOVUE-3828

Proposal Allocation widget All Expenses category is excluding expenses not assigned to allocations.

Improved the accuracy and consistency of the All Expenses view within expense proposals:

• The All Expenses tab now includes all proposal expenses (Personnel, Supplemental, and Non‑Personnel), including items that haven’t been assigned to an allocation yet.

• All Expenses totals are now consistent across the Personnel, Supplemental, and Non‑Personnel expense tabs, providing a more complete “whole proposal” view.

• Updated how FTE and dollars are displayed in All Expenses so both values are visible and totals better align with what’s been granted/allocated in the scenario.