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Planview Customer Success Center

2023.R04 (March 19, 2023)

Release date: March 19, 2023

New features

Functional area


Hybrid Work

URL Editor

Custom fields based on URL field types are now supported in Hybrid Work. You can define a label, tooltip, and default value for them. When adding a new URL field in the grid or the right panel, you can validate the URL. 


Dynamic item type filters

You can now filter by item types across all modules supported in Hybrid Work and then refine your results to specific milestones, tasks, bugs, and so on. 

System boards – Edit access for administrators and super users

Administrators and super users can now edit system boards, which includes renaming boards and updating board settings. All users have the option to create a copy of a board and then customize it.

Controlled Availability Features


NOTE: These Resource Management features have been removed from GA and placed under controlled availability.


Reports based on Capacity Time Phased Data will revert to pre-2023.R03 release behavior. Customers who have created or edited those types of reports using Advanced Filter Logic after the 2023.R03 release must ensure that the Advanced Logic includes references to all filters when further editing or changing filters.

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 no longer be excluded from 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. Any attempt to use 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. 

NOTE: 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



NEW – 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. 

Example report before new feature



Example report after new feature



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 will not support this option 


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 

Notice – 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 in the next release notes in April 2023. 
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.            

Feature Deprecation Notice – Online Chat deprecation

As of April 1, 2023, the online chat will no longer be available and the buttons associated with it will be removed from the user interface (see image). 


With Microsoft Teams and Slack being the de facto standard tools for online teams communications, the decision has been taken to invest in product integrations with these tools and sunset the legacy component which isn’t being used.