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Planview Customer Success Center

September 2024 Quarterly Product Update Q&A

Question Answer
Will these OKR updates be only for agilePlace or are these for Portfolios too? Short answer = both. Because of the way OKR's is built - these updates are available as OKR's connect to both AgilePlace and Portfolios.
Will these OKR updates be only for agilePlace or are these for Portfolios too? Short answer = both. Because of the way OKR's is built - these updates are available as OKR's connect to both AgilePlace and Portfolios.
Will the rich text formatting in AgilePlace be supported for the HUB integrations? So the current integrations dont break or will we need to update in HUB? Yes, the new rich text editor is being thorougly tested with Hub integrations to ensure Hub can support the new rich text and nothing breaks.
When will Lane Policy Warnings be available? We're targeting the first half of next year for Lane Policy Warnings to be available.
For the ProjectPlace setting activity to done when the cards are completed -- is this only in ProjectPlace, or if connected to Portfolios, would it then talk back to Portfolios and complete the task (activity) there as well? Yes, that would be the plan to have that piece of information also being pushed up to Portfolios.
If an additional card is added to the activity after it is marked done, will it go back to in progress? Yes, it would.
Can we migrate from CRI to logbook? We are currently building an import functionality which will aid in migrating your CRI data over to Logbook. This is trageted to be part of our GA version!
Earlier this year you mentioned a feature to allow tracking changes to financials "who changed what and when". Did something happen with that? This is wrapped up in the broader Audit/History tracking slide and roadmap item covered in the Portfolios section and we still intend on adding that level of audit info, make it available for financial data as a priority. Timing would be 1H '25.