December 2025 Enablement Q&A
| Question | Answer |
|---|---|
| Looking forward to Timesheet entry and Resource Portfolio persona in Widgets. | Planview has timesheet entry and logbook targeted for Q1 2026 as well. |
| Is there a Plan for a new Resource Portfolio Screen where it is possible to edit the entries (like possible in Work Portfolio)? |
No, we don't currently have a near-term plan to have editable Resource Portfolio screens. However, please reach out (espeterson@planview.com) with the use cases and attributes for resources that you're interested in working with there and we can explore some options. |
| I heard Connected Work Graph depends on Anvi. If we don't have Anvi we will not get it? Also, how would we get it in December if there is no December CC? | The Connected Work Graph will be tied in with an Anvi subscription so that will be a prerequisite to have it available in Portfolios or AgilePlace. Planview is planning a December release so it would be able for customers to start using it then! (no January '26 release) |
| Could you please elaborate on what is meant by “deprecating the financial section”? We are in the process of transitioning from PPM Pro to Portfolios, and the financials capability was one of the key features on which this transition was justified. We would like to understand what functionality or capabilities we might lose as part of this change. | This is not the "Financials" screen your team likely uses. It is very unlikely your team is using the "Organizational Financial Planning" screen Planview is deprecating. This is redundant functionality that is being removed. You will not be impacted on the availability of the financial management functionality for projects and strategies and outcomes. |
| Will the Job stream partially finished show the report causing the fail in the logs? | Yes it will show the job that failed in the logs when the status is partially finished |
| For the partial job stream completion, I think it will be great for OData. I am concerned it would let jobs in other streams create issues if the full stream is not completed or not completed in order. Can we have the option to uncheck that feature for a stream? | Yes this feature is only enabled for OData Job types for the December release. If you have a jobstream with other job type plus an odata job it will continue to work as usual. |
| Will we be able to use the current existing client ID and credentials for our existing oData in Portfolios? | You will need to create new credentials for portfolios since the credentials are specific for each product. |
| Question related to OKRs in ICP. If a Strategy is created in Portfolios and sent to AgilePlace and in AgilePlace it is connected to an OKR on that board, will the OKR then show up in ICP for that Strategy? Or does the OKR need to be created in Portfolios to show up in ICP? |
The Strategy itself in Portfolios would need to be connected to an OKR for that information to show up, it does not currently track if it is connected in a Strategy > AgilePlace > OKR relationship. |
| Does the OAuth 2.0 using admin client credentials to access OData cause a access timeout similar to token for security? Or does it stay logged in without regeneration of token method? | The client credentials do not expire until revoked. the token is generated at runtime each time a report is refreshed so this makes the OAuth2 approach more secure. |
| Is the bulk transfer of CRIs from Portfolios to Logbook still in your roadmap? We really want to migrate to Logbook, but we have 106 active projects, and are only one of three divisions using our Portfolios instance so manual exports aren't viable. | Yes, bulk import is possible today in 2 ways: 1. Through public APIs 2. You can reach out to our Professional Services team for a bulk import to help you get started off with Logbook. |
| So are you going to provide guidance on how to enable multiple OAuth credentials to a single Power BI report to link different data sources e.g. Logbook and ProjectPlace PM, AD, Portfolio etc | Yes this will be included in the CSC with the release. Planview will also provide a simple powerbi template to show how to use the OAuth2 creds in PowerBI |
| In Portfolios we already have the OAuth 2.0 for REST API usage. Can use this client ID and secret also for OData with Planview december 2025 Version or do we have to create new client id and secret in Planview Admin for OData ? | OData will use the credentials from Planview Admin |
| Thanks, as we haven't yet used the tool, we are not able to understand what we are loosing here. So, just asked. Thanks for your assurance. | If you are interested in prioritizing and managing organizational capacity from a financial perspective, we absolutely recommend using the Planning (and Investment & Capacity Planning) module of Portfolios for that use case. Feel free to reach out to us if you're interested in more info there. |
| For Rich Text on Agileplace, how does this plays out with connected with Portfolio's environments via Hub? | Hub is able to handle scenarios where one product supports images in rich text and the other product does not |
| Is audit logging going into Portfolio's for schedule changes? It is hard to tell how changes schedules. | This audit logging is specific to Planview Admin, changes made to it's configuration and login activities of your users. Portfolio audit logging is a separate initiative, which is in progress however we do not currently have a release target (please reach out to us in PM and we can talk more one-on-one) |
| Will the audit log be avaiblbe in a Sandbox? | Audit logging for Planview admin will include configuration change data and authentication activities within the context of Planview admin for all products connectected to Planview Admin including sandboxes. |
| Will there be certification opportunities for PPM Pro administrators too? | Although we do not have one in development at this time, we are always looking at requests for our future learning. We will add a PPM Pro Admin Certification to the requests! |