March 2026 Quarterly Product Update Q&A
| Question | Answer |
|---|---|
| Please can you confirm if all Planview applications are set-up to use the same Jan 24 version of Power BI? | This Power BI desktop version dependency is only a dependency for Power BI content that is intended to be uploaded to the Planview Portfolios report server. If you are leveraging the online app.powerbi.com service then you are not constrained by a specific desktop version. |
| We have been talking about the portfolios updates for the plan for a few years now. do we have a date on this.? | As mentioned we are intending on releasing smaller (yet impactful) updates to the project management experience within the monthly updates. Please do let me know if you'd like to hear more on what items are coming. |
| Question on Anvi, we have a identified many current processes rely on system workarounds to achieve what would otherwise be considered Out- of - box functionality. These workaround can introduce inconsistences in how data is structured, entered and reported. How wil Anvi interpret and function with data that includes work arounds? Will AI models be able to interpret data that may not follow standard structures? will Anvi handle non standard configurations? Are there risks to insights, reporting accuracy, or automation when workarounds are used? | We have played with some prompts that help with 'data consistency' or 'data cleanliness' to address this very thing. A bit challenging to get in to those details here but would be a great topic to discuss with our Anvi Product Manager. |
| Will Public APIs be available for anything aside from OKRs? | Currently, most Planview products already support some level of public APIs |
| Will there be auto update in Roadmaps with portfolios work items or will that stay manual one work item ata a time | Our target is to expand auto-update to support Portfolios items later this year |
| Jan 24 version of Power Bi support is retired by end of 2026. When is there a latest version compatible to the Planview? | This is a high priority backlog item that we are constantly evaluating to prioritize the necessary regression test. With a critical reporting enabler the level of attention and regression is significant to avoid disruption. We are aware that this is approaching an EOL state and the security compliance questions that produces. More here soon. |
| Is there any plan to build out any of this to work with us.powerbigov.app for those of use using powerbi in government clouds? | At this time we do not have any work in the backlog to support the gov cloud version of Power BI. |
| When will the time entry widgets within Planview.ME be able to tie to Work Portfolios? Currently, they only tie to resource portfolios. (resource status, time approvals, etc.) | TIme entry widget is still on roadmap and we are targeting to deliver by end of this year. We currently have TIme Approval widget which is only available in My Overview context of Planview.Me. Are you referring to this Time Approval widget, or the TIme Entry which is yet to be deployed? |
| I am referring to the "Time approvals based on selected resource portfolio" and "Resource Status based on Resource Portfolio." Are there any plans to have these associate to work portfolios instead of resource? | Thanks for clarifying, and understood. Nothing planned at this time, but we are continously collecting such feedback and will cosnider as we plan our roadmap. Thanks! |
| Please could you share the links for Labs and Inner circle in the chat? | Labs: https://success.planview.com/Customer_Events/Planview_Labs_Program Inner Circle: https://success.planview.com/Customer_Events/Inner_Circle_Program These are the main pages and will list all active Labs and Inner Circles |
| Is Anvi integration with different planview products is optional or default with the patching? | Admins are able to turn Anvi on at their choosing. |
| Will logbook be rolling out to any other products in planview or will it stay only projectplace, agileplace, portfolios | There is not a plan at this time, but we are always evaluating this and will adjust our roadmap based on feedback and customer needs. Thanks! |
| Is there a way to associate logbook configuration to other modules in portfolios like financialsl tab for a work etc.. | Logbook is currently at Work and Strategy in Portfolios, and log items can be associated to Work or Strategic hierarch. It is not possible to associate Logs with Financials. |
| For ProjectPlace, is there anything on the roadmap to connect issues with Portfolios Risks & Issues? | Logbook would be the reccomendation here, as this is already connected. There are no Plans to connect PP Risk& Issues with Portfolios CRIs module. |
| Thank you. How do we stay on the radar with this? This is one of my teams big limitations with Planview.ME right now as it relates to time. | Most welcome, and appreciate this feedback. Typically roadmap meetings like this one, and also in monthly release webinar we would call out when supported. Otherwsie, you can reach out to Yessica Archilla PM who manages Planview.me. Thanks! |
| When will the Planview.ME portfolios widgets be available in ProjectPlace for connected work, eg, Time Entry | We are continuing to evaluate making it easy for users to do common actions like enter time, options via .Me and / or Anvi are actively open. |