This update introduces several significant new features and improvements to iCFM, including the Morpheus AI Assistant, a new Insights reporting tool, new project-level views, a redesigned Admin Options menu, and an updated Leads pipeline. Below you'll find a summary of each area of change, with links to detailed user guides where available.
Morpheus AI Assistant
Morpheus is a new AI-powered chat tool that connects iCFM to a third-party AI service of your choice. Once configured, it allows you to ask questions about your projects through a conversational interface. Your organisation connects its own AI account, meaning you remain in control of which service is used, how data is handled, and any associated costs. Morpheus is also available within the new Insights reporting tool, where a Discuss with Morpheus button appears on any open report.
CETA Insights
A new Insights reporting tool is now available from the main menu under Menu > Insights, providing new business intelligence reports covering financials, utilisation, billing and project performance. Each report includes built-in guidance, visual chart views, and a Data Quality tab to check your data is sufficient before relying on results.
Legacy Reports
Your existing reports remain fully accessible under Menu > Legacy Reports. These are scheduled for retirement in a future update - nothing has been switched off. Please note that Insights has been renamed to Standard Reports, and Insight Reports to Custom Reports, within this area. If there are reports you rely on regularly, please let us know so we can ensure the same information is available in Insights before they are retired.
Updated Project Views
Several project-level views have been updated with new Summary and Charts tabs, giving a more visual way to understand your project data alongside the existing Data tables. Updated views include Project Resource Schedule (Schedule tab), Margins and Bid Vs Actual (both under the Progress tab).
Project Health Check
A new Project Health Check is available under the Reports tab within any project. Rather than a financial report, this is a project management tool that gives you an at-a-glance view of how well a project is being managed in iCFM, highlighting workflow gaps and suggesting next steps.
Admin Options Menu
The Admin Options menu has been redesigned with logical groupings, making it easier to find what you need. Each item now shows a small icon indicating whether it opens in the admin panel, the main page, or a new tab. Two new items have been added: Morpheus AI under Enhancements & Add-ons, and Contact Deduplicator under Maintenance & Tools.
Leads Pipeline
The Leads section now includes a new Kanban-style pipeline view under Menu > Leads, with stages from New Opportunity through to Gone Dark. Leads can be dragged between stages to reflect their current status. To add or search Leads, use Lead under the Search section of the menu as before.
Please note: this update is currently being rolled out to a selected group of clients for testing. If you have any questions or feedback, please get in touch.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article