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Planview Customer Success Center

2023.R09 (July 9, 2023)

Release date: July 9, 2023

New features

Functional area



Card View in Project and Portfolio Lists

The Card view is a Kanban-style board that provides is visual workflow in which users can move cards from lane to lane. Agile and hybrid teams can use the cards, columns, and continuous improvement to determine the right amount of work to commit to in the defined period. You can group the lanes by any field. When cards are moved from one lane to another the relevant data is updated across the application.

Card View is now available in the Project lists and Portfolio lists. Learn more

Data Warehouse Export

Export files into the root directory

There are now new options to export all files into either a single folder in the root directory or to the root directory itself without creating subfolders.  

The new functionality supports the following destinations: 

  • BOX 
  • S3 
  • SFTP  
  • Google Cloud Storage  
  • Azure Blob Storage 



Export to Amazon Redshift storage does not support this option 


Release Management

Migrate and Deploy

“Dynamic Layouts” support is now available for the comparison and migration processes.

Portfolio Management

Overview Fields

Five (5) Overview Fields are now available for Portfolio objects. In the same way that they can be used in Work Items, Cases and Customer objects, users can now leverage this field type (which supports up to 32K characters and allows the insertion of tables and/or images) to better describe a Portfolio's business case, scope, content, etc.



DWH export default settings allow you to exclude any newly introduced standard and/or custom fields by simply clearing the Automatically select all new fields toggle.


Slide Publisher

Overview Fields Support

Slide Publisher now supports the extraction of Overview Field content and is available from Project, Program, Portfolio and Customer. The Slide Publisher wizard will allow the extraction of either full content (including formatting, tables, images), rich text (with formatting) or plain text (without formatting).

Document Publisher

Enhancements to extraction of Rich Text field content

Document Publisher now supports the clean extraction of Overview and Rich Text field content, allowing the display of either the full content (including formatting, tables, images) or plain text (without formatting).

Controlled Availability Features



The following features are now open to all customers on sandbox environments. They will be opened for all customers on production environments in the next release.


Functional area


Resource Management

Aggregation Of Capacity Data Fields in Reports 

We are introducing new behavior when Capacity Time Phased Data fields are aggregated using Grouping in report tables. Previously, capacity field aggregation was limited to grouping by certain fields (for example, User Item ID, User Group Item ID, etc.). It is now possible to aggregate any Capacity Time Phased Data column when grouping by any field that is related to Capacity Time Phased Data. 



The following features are now open to all customers on sandbox environments. We intend to open them for all customers on production environments in release 2023.R11.


Functional area



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, and cost and billing rates are prevented. 

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


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.  

Change History

Change History for custom objects

Change History has been added for custom objects.



This is a paid feature. Please contact your Account Executive (AE) for pricing information, and your Customer Success Manager (CSM) for enablement under Controlled Availability, which is subject to a signed SW Addendum. 



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 entities that are affected will be published shortly.

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. 



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:

  • Training Consumer Web App will be removed
  • Toolbar Integration Web App will be removed
  • Intacct Integration Web App will be removed


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 will be 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 granularity (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 filters will be turned ON by default. So each time the User changes the date filters, the page size for pagination, filters, and default settings will be updated automatically. 

This change is anticipated to be effective as of January 1, 2024.