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Planview Customer Success Center

Spring 2020 Update 1 (April 5, 2020)

New Features

Release date: April 5, 2020

This release includes the following new features and updates.

Functional area


Requires admin setup

Affected audience

Interface and usability

A new homepage for Team Members provides a visual status of the user's tasks with shortcuts to easily take action

Team Members

Interface and usability

Work Plan Usability Enhancements:

  • Minimize the ribbon for more real estate
  • Work Plan enhanced contextual menu

Note: This feature is in controlled availability.

All users

Capacity Planning

Added Staffing Request description in the summary card, and improved legend info

Project and Resource Manages

Integrations - SharePoint

Support for multi-user access to SharePoint via a single organization account

Note: This feature is in controlled availability.

Admins/All users

Financial Planning

Enhanced viewing options include simplified and filtered views

Financial users


New admin setting to establish approval delegates when team members are out of the office

All users


Instance Cloning - Clone your organization to easily create multiple sandbox environments for development, testing, and training.

Note: This feature is in controlled availability.


Project Management

A new Portfolio module to manage Projects and Programs

Project Managers

AdaptiveWork Go<>AdaptiveWork sync

Recent enhancements have been made to support assigning multiple people to a task and to increase the amount of data being synced back toAdaptiveWork. The latest version is always available in the Apps Marketplace.

AdaptiveWork Go users