Notes for March 7, 2026

Monarch

• If you are using Unit Codes within Monarch to assist with your Projects, then you can now optionally set a goal by Unit Codes, too, instead of only having goals by Outlet. Please be advised that if you choose to use this feature then all projects created after it is enabled will need to have goals by Unit Code and you will no longer be able to only set a goal by Outlet.  Existing projects can retain their goals by Outlet only so long as you do not modify their goal amounts or adjust the Participating Outlets in any way. Reach out to your Success Manager if this sounds appealing! 
• The WOMS integration will now, optionally, allow for deals to be created where only the header information exists. When configured in this way, Monarch will create deals even if the details are missing from proposals that are sent. Additionally, Monarch can be configured to check for WOMS updates more frequently, but Wide Orbit must still be configured to send more than once per day to take advantage of this enhancement. 
• You can now re-run a report without making any changes first. This enhancement is great for users that enjoy making changes to their pending and/or budgets and refreshing a report to see how the changes impact the big picture. 
• Optimized the scheduled reports delivery to handle the more popular, crowded delivery times so that all reports should now be coming through within their scheduled time window. 
• The Budget Change Log will now display a more detailed record for those initiated by an autofill including a description, unique icon, and updating the user from "Unknown" to the actual initiator of the autofill.