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Planview Customer Success Center

2023.R11 (September 10, 2023)

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Release date: September 10, 2023

New features

Functional area

Feature

Financial Management

Close Fiscal Month 

We are introducing a new capability to lock monthly project data so that changes to data in timesheets, non-labor resources, resource assignments are prevented. Cost and billing rate changes will not impact locked months.

The ability to lock project data means that previously stated costs and revenues remain unchanged and more accurate forecasts can be produced. 
Goal Management

Meeting Notes, Action Items, Decisions 

Meeting Notes can now be added to Objectives, Targets and Contributions. 

Controlled Availability Features

           

NOTE

We intend to open the following features for all customers on sandbox environments in release 2023.R12.

           

Functional area

Feature
Resource Management

Changes to Resource Load/ Planning 

A new set of Resource Load and Resource Planning rules is being introduced to optimize page loading and reduce the amount of data calculated in real time in the Resource Load and Resource Planning interfaces. This change will align 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 change is anticipated to be effective in Production for all customers from January 1, 2024.

NOTE

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

Feature

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.  

Notices

Change to DWH Export entities selection and exported data

To prevent duplicate data from being exported, which increases the export file size, export time, and post export processing, a new set of rules and guidelines for allowing entities to be selected in the DWH UI will be introduced. These guidelines will restrict which entities can be marked and selected for export. In general, entities can be selected for either the parent entity or the specific sub-entities, but not both. Further details about the changes to the DWH configuration UI, Entities selection rules can be found here  

This change is effective October 1, 2023. Customers will be required to make changes to their DWH UI entities selection and any post export processing before then. 

           

IMPORTANT

After the change, accounts that have not implemented new guidelines will have the following behavior: 

  • On first access to the DHW configuration UI, a message will prompt the administrator to update the entities selection according to the new guidelines and make the necessary changes to filtering criteria and fields selection. 
  • In cases where no changes according to the new guidelines are implemented, the exports where duplicate parent/child entities selection exist will only contain the lower level entity (sub entity) records data.            

Changes to System Settings

The following changes to system settings will take effect in November 2023. Any customer that has yet to activate either one of these settings, will have those turned on automatically.

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 later this year:

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