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Planview Customer Success Center

Enterprise One Q&As - Roadmap 2021 and Beyond

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Question Answer
What is OKR? Dominique will be covering that in this upcoming section but the acronym stands for Objectives and Key Results and addresses a goal setting framework.
Will you incorporate customer survey tools within Enterprise One? At this point, we do not have plans to incorporate customer survey tools within Enterprise One.
When is this [OKR functionality] expected to be released into Enterprise One? Embedding the OKR capability in E1 is on the roadmap. We anticipate releasing this later this year or early next year.
Just OKR's were just released in LK. How it is connected to E1 now? Is this a duplicate? OKRs have been released for LK to support program and team delivery objectives. They are not embedded in E1 yet. However, if you have the E1/LK connector, you could define OKRs for strategy cards that are sourced from E1, but through the kanban experience. We plan on embedding the same experience within E1 to access OKRs from the strategy portfolios.
We're currently experimenting with capturing OKRs in Leankit.  Can OKRs captured in Leankit be pulled into E1 via the E1/LK connector? if you have the E1/LK connector, you could define OKRs for strategy cards that are sourced from E1, but through the kanban experience. We plan on embedding the same experience within E1 to access OKRs from the strategy portfolios.
Will you be able to show relationships between OKRs in Leankit and E1? We plan on embedding the same LK OKR experience within E1 to access OKRs from the strategy portfolios. The OKRs you define will be shared across the Planview platform.
Does OKR applicable to Traditional PPM as well? Yes. We have had interest for benefit realization use cases.
Is AI available for On-Prem customers? Unfortunately, Insights will only be available to hosted customers. Maybe I can talk you into changing :)
Is there a task count limit a project's schedule should have for AI to work? We (currently) don't have a formal task count limit, but as we get further in the process we may need to consider a limit.  
Will we ever have the ability to customize email notifications with our own content which would also include the project name? We've been discussing options ranging from simply improving, to modest configuration (e.g., you can select/deselect certain potential attributes), to full customization.  I think this is an area we definitely need more feedback in terms of what specifically you'd like to customize (as the second category might be a good fit).
Hi Scott, any new enhancements to Work and Assignments module? At this point, the only related enhancement is the ability to capture history on custom work fields.  Although we're initially focused on PPL-level custom work fields, we're trying to also include below PPL custom fields.  
Direct approvals in Email is most welcome. Can requests/reminders be collected and sent out once just once a day/week? for the sake of reducing number of emails... We've been discussing additional options for batching event-driven notifications (some notifications such as overdue timesheets will likely be batched only).  At this point, we're starting small and haven't slated batching but I agree that it's important (especially if approving timesheets for dozens or more resources).
Is there a roadmap to stay more current on the PowerBI versions?  Or even a sandbox for PowerBI to test new versions? We anticipate updating the Power BI report server version around the July timeframe. The current way the report servers are deployed we will not have the ability to stage the update in sandboxes first. A scheduled upgrade will impact both sandbox and production Enterprise One instances.
When will be a notification available to notify resource manager about new requirements and for Data stewards to get information about approved reservations or changed reservations? I don't have a specific date, but we would like to move to assignment approvals (allocations and reserves) after we make progress on the timesheet approval emails.  Requirements are a slightly different, but we may be able to utilize the 'addressed to' attribute in the near-term. 
New to Planview. What are FLEX and CTM? FLEX is the inclusion of LeanKit and Projectplace with Enterprise One licensing, and CTM is the Capability and Technology Management functionality within Enterprise One.