Skip to main content
Planview Customer Success Center

PPM Pro September 2024 Q&A

Question Answer
On the topic of currency in PPM Pro, are you planning to revise PPM Pro so that we can have one exchange rate per currency that we can change at any time? Currently we are not able to change exchange rates easily without having multiple exchange rates in a currency which doesn't work well.    When we say one exchange rate per currency, do we mean independent of dates?
Currently for each currency, date ranges are set to account for fluctuations, hence different rates.
Publishing Dashboards topic, is there a feature where we can Export to Excel the dashboard that has the Last "Published Date/By" columns? This is something that is on the roadmap, expect this later this year/ early next year.
Can these published ones be set as default? Yes, once a dashboard is published and Show Published dashboard Home Overview is selected. That dashboard will load by default from published.
We can't default this for all dashboards without user input due to permission to Published dashboards can't be determined when run from home overview.
Has there been any changes in PP --> PPM pro integration v2? answered live