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Planview Customer Success Center

Enterprise One Q&As - September 2021 Release Webinar

Question Answer
Will the notifications be turned off by default when upgrading? The new timesheet approval notification will be off by default.  If enabled, users can choose the resources for which they would like to receive notifications. 
Timesheet Needs Approval emails - Does the User Configuration global checkbox have to be On/Checked in order for the users to go in and configure which resources they want to get emails about? No, user can select the 'Options' link on the notification (Timesheets for Resources Need Approval) even if the notification is disabled.  
Can we get a feature to remind users to submit their timesheets via email based on a target date We have an overdue timesheet notification which is driven by the number of days overdue.  We currently don't have the ability to send the email prior to the timesheet being overdue, but that is certainly something we could consider.
Is there a timeline for rework of the scripted dialog email notifications? At this point, we have not determined which release will include additional updated notification formats.  We do consider lifecycle-related notifications to be a high-priority compared to other notifications.
We have notice that not everyone that has an overdue receives the notification.  What are the rules. At a high-level, anyone that has an overdue timesheet that is available to update (i.e., after the cutoff date) will receive an overdue timesheet if the notification is enabled.
Does this release contain FIPS compliance? Yes, FIPS Compliance enhancements are included in the Relase for Sept 2021
Our Planview PRM is on premises, in Federal space.  We have come to learn the September 2 release will be FIPS compliant.  Can you confirm? Confirmed.  FIPS Compliance enhancements are included in the Relase for Sept 2021 
Where is history accessed? The upcoming (targeting the October release) improvements to the history screens is planned to be available from work configured screens (history button) and from within the Work and Assignments screen (via the action menu).
Is there any chance in the future there will be ways to capture OBS/Resource structure history data? Just like with Work fields history. So all the moves between the organization can be captured. We'd like to do more with extending audit/history capabilities.  Based on the current work, it may make sense for us to extend the custom field history to other entities first, however longer term we want to continue in other areas (and would consider the OBS/Resource Structure).
Hi Scott, does the field history captured to columns with WAA, other than schedule dates Yes, changes to custom work fields from columns (as well as legacy pages) will be captured as part of this effort.
For the notifications for lifecycle steps - is a reminder email scheduled to be added? We currently don't have any plans to send a reminder email, but we are always open to ideas.
Hello. When will the 17.14 patch for the BI Power Update - to go along with the update - be available to customers? Parallel to the BI Power Update release? I have some R17 customers asking.. who want to prepare and test ahead. (I don't see that it's been released yet?) Thanks! KL The 17.14 Patch will be available once the PowerBi server is Updated we will provide more details around the timeline for the update in upcoming webinars
We are on-prem and upgraded last month to release Jan 2021, do you have any guidance on how often we should consider upgrading to latest versions? We generally recommend upgrading to the latest release so that you get receive all of the updates and fixes.  In addition, the recommendation is to stay in a supported version of PowerBi Report Server. Currently Microsoft Supports PowerBi versions for 1 Year 
Will the new Keep History option for custom fields also allow for the Track Effective Dates option? The upcoming work custom field history will not apply to resource attributes that have effective dates.
Will the Agile Costing update allow task/deliverable specific time reporting versus single bulk summary line item? Yes, as the main objective of the upcoming improvement of Agile costing is to support below PPL integration this should support a detailed time reporting use case
Will the notifications be turned off by default when upgrading? The new timesheet approval notification will be off by default.  If enabled, users can choose the resources for which they would like to receive notifications. 
Timesheet Needs Approval emails - Does the User Configuration global checkbox have to be On/Checked in order for the users to go in and configure which resources they want to get emails about? No, user can select the 'Options' link on the notification (Timesheets for Resources Need Approval) even if the notification is disabled.  
Can we get a feature to remind users to submit their timesheets via email based on a target date We have an overdue timesheet notification which is driven by the number of days overdue.  We currently don't have the ability to send the email prior to the timesheet being overdue, but that is certainly something we could consider.
Is there a timeline for rework of the scripted dialog email notifications? At this point, we have not determined which release will include additional updated notification formats.  We do consider lifecycle-related notifications to be a high-priority compared to other notifications.
We have notice that not everyone that has an overdue receives the notification.  What are the rules. At a high-level, anyone that has an overdue timesheet that is available to update (i.e., after the cutoff date) will receive an overdue timesheet if the notification is enabled.
Does this release contain FIPS compliance? Yes, FIPS Compliance enhancements are included in the Relase for Sept 2021
Our Planview PRM is on premises, in Federal space.  We have come to learn the September 2 release will be FIPS compliant.  Can you confirm? Confirmed.  FIPS Compliance enhancements are included in the Relase for Sept 2021 
Where is history accessed? The upcoming (targeting the October release) improvements to the history screens is planned to be available from work configured screens (history button) and from within the Work and Assignments screen (via the action menu).
Is there any chance in the future there will be ways to capture OBS/Resource structure history data? Just like with Work fields history. So all the moves between the organization can be captured. We'd like to do more with extending audit/history capabilities.  Based on the current work, it may make sense for us to extend the custom field history to other entities first, however longer term we want to continue in other areas (and would consider the OBS/Resource Structure).
Hi Scott, does the field history captured to columns with WAA, other than schedule dates Yes, changes to custom work fields from columns (as well as legacy pages) will be captured as part of this effort.
For the notifications for lifecycle steps - is a reminder email scheduled to be added? We currently don't have any plans to send a reminder email, but we are always open to ideas.
Hello. When will the 17.14 patch for the BI Power Update - to go along with the update - be available to customers? Parallel to the BI Power Update release? I have some R17 customers asking.. who want to prepare and test ahead. (I don't see that it's been released yet?) Thanks! KL The 17.14 Patch will be available once the PowerBi server is Updated we will provide more details around the timeline for the update in upcoming webinars
We are on-prem and upgraded last month to release Jan 2021, do you have any guidance on how often we should consider upgrading to latest versions? We generally recommend upgrading to the latest release so that you get receive all of the updates and fixes.  In addition, the recommendation is to stay in a supported version of PowerBi Report Server. Currently Microsoft Supports PowerBi versions for 1 Year 
Will the new Keep History option for custom fields also allow for the Track Effective Dates option? The upcoming work custom field history will not apply to resource attributes that have effective dates.
Will the Agile Costing update allow task/deliverable specific time reporting versus single bulk summary line item? Yes, as the main objective of the upcoming improvement of Agile costing is to support below PPL integration this should support a detailed time reporting use case