2023.R03 (February 19, 2023)
Release date: February 19, 2023
New features
Functional area |
Feature |
Hybrid Work |
Use Quick Filters to set up multiple filters, which provide quick access to desired data in one click so that you don't have to repeatedly edit the filters on the board.
You can search for items by name on all modules that are supported in Hybrid. As you enter letters in the Search field, the view changes to show only the matching work items. Showing and Hiding Card Columns You can hide columns that are empty and not in use. Hiding columns reduces board clutter when the Group By option is used with a pick list field that has many values of which some might be irrelevant in the context of the specific view. Reordering Card View Columns by Owner/Editor Project Managers can specify the order of the columns for the card view in their boards. Board Owners or Editors can drag and drop columns and set the order for their team work. |
Configuration |
New Function – GetStartOfFinancialPeriod GetStartOfFinancialPeriod function accepts a date, a period type (m, q or y), and a period quantity (number), and returns the calendar date of the first day of the resulting fiscal period (after applying a shift of the number of periods to the supplied date). |
Project Management |
The Update Forecast action automatically updates the forecast work and resource task assignments in your projects based on actual and remaining effort each time a replanning event is required. You can use Update Forecast to:
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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:
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. |
Field Behavior |
Manually Set To improve usability, avoid unnecessary calculations, and achieve consistency with all field types and the different editor modes on how “Manually Set” is defined, we are modifying how fields values are manually set. A “Set” option will be added to all Editor Modes, to allow users to easily set a value in a field as “Manually Set.” |
Controlled Availability Features
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 |
Feature |
Reports |
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 |
Financial |
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:
NOTE Export to Amazon Redshift storage will not support this option
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Resource Management |
Job Title Placeholder Resources – Administration and Terminology Change
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Financial |
Group Job Title Cost and Billing Rate Usage and Inheritance Changes
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Notice – Hybrid Work Release – Wave 4
As of this release, all remaining customers whose environments are hosted on the US Data Center (https://app2.clarizen.com) will have the HybridWork solution available in their production environment.
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 March 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.
IMPORTANT
After the change, accounts that have not implemented new guidelines with have the following behavior:
- On first access to the DWH 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.
Notice – User Provisioning
Updated version of Planview AdaptiveWork integration with Okta is now published on the Okta Integration Network (OIN) at: https://www.okta.com/integrations/planview-adaptivework/.
NOTE
The only changes are the new logo and app name.
Notice – Box.com App Center
The authentication app on the box App Center (https://app.box.com/app-center/clarizen_one_-_dwh_export/app), which is required for setting up box.com as a storage destination for Data Warehouse Export, has been renamed to: Planview AdaptiveWork – DWH Export.
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.
Feature Deprecation Notice – WalkMe in-app guides
As of January 31, 2023, the Walkme integrated solution, its associated buttons, System Settings (2.6; 2.7), and in-app tool tips will be removed and will no longer be available.
Customers who have directly implemented Walkme guides using the AdpativeWork system settings should consider opting-in and using the Walkme browser extension to continue to benefit from the service.