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Planview Customer Success Center

August 2024 Product Roadmap Q&A

Question Answer
Do we need to accept August CC for all of Portfolios in order to get all the new widgets and user-defined views? or does the Planview.me capability get installed regardless of our Portfolios CC schedule? Different widgets have different minimum versions of Portfolios.
Starting with the April 2024 release you will have access to Planview.Me but not all the widgets for Portfolios will show as they are being released over time. To get all of the released widgets, you will need August 2024 version.
Will resource planning on fiscal year basis also be available in the new release? No, only what we are covering in the August release items for Portfolios are available.
Please can you advise when Power BI Version will be updated, thanks. If you are referring to Odata for Logbook, this is currently being worked and will be there for GA end of Q3/early Q4.
Will there be a copy of this video to be able to view at a later time for refresh knowledge? Yes! The webinar recording will appear on the Customer Success Center Prior 2024 Webinars page and section next week: https://success.planview.com/Planvie...tomer_Webinars
My organization used Planview portfolio, resource forecasting is a big challenge and time consuming activity, is there a way to bulk upload resource's forecast? Answered live
To confirm I am referring the  current Jan 24 version of PBI we need to use, I would like to know when this will be updated please We evaluated the May 2024 version of PowerBI Report server and decided to wait for the next PBIRS update which typically is released in the fall before planning for an update.
For Enterprise Roadmaps - Has the Portfolios Milestones functionality been enabled for everyone on the trial? We don't seem to have access to this?  Yes, you should be able to see it. When you click on an item that has milestones, there is a new milestone section in the details panel. If you are not seeing it, can you raise a support case so we can look into why you are not seeing milestones?
Could you share the URL for the Project to Product Summit? https://projecttoproductsummit.com/en/register-page