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Planview Customer Success Center

2023.R07 (May 23, 2023)

Release date: May 23, 2023

New features

Functional area



Formula Column sources no longer required in Crosstab Tables

Fields that are used to create formula columns in reports no longer have to be included in the report table, which makes it easier to create reports, prevents errors, and can reduce unnecessary clutter. 


Click to expand or shrink

Example report before new feature




Click to expand or shrink

Example report after new feature



Resource Management

Job Title Placeholder Resources – Administration and Terminology Change 

  • New – Job Titles can be added as members of User Groups for managing their cost and billing rates. 
  • Change – Job Title placeholders, previously referred to as a Job Title in Group (or JTIG), will be known as Group Job Titles when the Administration capability is generally released. 


Group Job Title Cost and Billing Rate Usage and Inheritance Changes 

Controlled Availability Features


These 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 

Treatment of Resources when Capacity Time Phased Data is included as related data in a report: There are three main changes: 

  • Filters using Labor or Staff Time Phased Data fields no longer filter out resources shown in the Report. Only the Labor or Staff Time Phased Data included in the report are affected. 
  • Resource Capacity in time periods where resources are not assigned to work items are now included in the report. 
  • Advanced logic filters only support definitions for fields from Labor or Staff Time Phased Data. Filters on User, Group, or Capacity fields are applied to the Advanced logic filter using the "and" operator. The use of the fields in the Advanced logic is prevented. 

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. 

 Retain Resource Capacity when Filtering Reports    


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. 

Data Warehouse Export

Export files into the root directory

We are introducing a new option to export all files into a single folder in the root directory without creating subfolders.  

The new functionality supports additional databases: 

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



Export to Amazon Redshift storage does not support this option 


Release Management

Migrate and Deploy

Support is being added for the comparison and migration of “Dynamic Layouts.”

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 with 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.

Feature Deprecation Notice – WalkMe In-App Guides

As of June 30, 2023, the Walkme integrated solution, its associated buttons, System Settings (2.6; 2.7), and in-app tool tips will be removed from the user interface and will no longer be available. 

To continue to benefit from the service, customers who have directly implemented Walkme guides using the AdpativeWork system settings should consider opting-in and using the Walkme browser extension.