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Planview Customer Success Center

2023.R14 (November 19, 2023)

Release date: November 19, 2023

New features

Functional area


Hybrid Work 

Dynamic Layouts

Dynamic layouts are now supported, and you can configure the Details view based on rules and conditions rather than the default layout for the user profile. For example, you could configure the Details view to be displayed based on the type of project, department, and current state.

Dependent picklist

Dependent picklists are now supported in Hybrid Work to help users enter accurate and consistent data. As a System administrator, you can modify values for the existing dependent picklists, as well as create new ones in Settings > Configure.

Controlled Availability Features



This feature is in Beta  / Controlled Availability. To request early access, contact your Customer Success Manager. Planview, at its own discretion, reserve the right to accept or reject a customer request to enable a feature that is in Beta / Controlled Availability (i.e. “Beta software”) state. If a customer’s request is approved,  an addendum to the Planview agreement will be required prior to the enablement of the feature in the customer environment, to address legal terms related to the use of Beta software.


Functional area


Resource Management

Changes to Resource Load/Planning 

To optimize the load and reduce the amount of data calculated in real time on Resource Load and Planning interfaces, a new set of rules for Resource load and Resource Planning interfaces is being introduced. This change of behavior will lead to alignment of these functional areas with similar tools in the market and best practices for end user interactions. 

The product behavior will change as follows: 

  • Pagination will be implemented to show a limited number of Resources at any one time on Resource Load and Resource planning interfaces.  
  • The view period timeframe (Day, Week, Month) is currently set to a maximum limit of 52. The default behavior and maximum limit for each date filter will be adjusted to reduce real time data calculation and optimize page load.   
  • The “Save as default” setting will be turned ON by default. Each time the User changes date filters, the page size for pagination, or filters, these new default settings will be updated automatically and used the next time the same page is opened. 



  • This feature has been opened to all customers’ sandbox environments. 
  • This change is anticipated to be effective in Production for all customers from January 1, 2024. 



The following features will be released soon. Customers with sandbox environments who would like to enable these new features should contact their Customer Success Manager.


Functional area


Resource Management

Retain Resource Capacity when Filtering Reports 

We are enhancing the treatment of Resources when Capacity Time Phased Data is included in a report and related to Labor or Staff Time Phased Data. 

There are three main changes:  

  • It is possible to choose whether filters set on Labor or Staff Time Phased Data fields restrict the resources shown in a Report. If they do not, only filters defined using User/Capacity fields will determine the resources that are shown. 
  • Resource Capacity is now shown for time periods where resources are not assigned to work items. 
  • There are now two Advanced Logic filter sections split between Labor/Staff Time Phased Data fields and User/Capacity fields. Filters need to be contained in the correct section to pass the syntax check and cannot be mixed. This is so that customers can opt to restrict resources shown using User/Capacity fields only. 

The new functionality will apply only after a report is created or edited. Existing reports will behave as before until edited.  


Changes to System Settings

The following changes to system settings will take effect early next year. The settings will be automatically turned on for all customers that have not turned them on by then.

The product behavior will change as follows:

  • System Setting  17.1 Enable real-time updates will be turned on
  • System Setting  17.2 Project Utilization will be turned on

Following that change the system settings will be removed from the Labs section.

Changes to Extensions

The following changes will be introduced to Extensions early next year:

  • Toolbar Integration Web App will be removed
  • Intact Integration Web App will be removed
  • Planview Customer Community (Gainsight) will be added.

Slide Publisher PPT add-in 

A version of Slide Publisher PPT add-in is now available under the Planview Microsoft Account. For more information click here.  

Future enhancements and defect fixes will be made available only through this new version.