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Planview Customer Success Center

Fall 2019 Update 3 (December 15, 2019)

New Features

Release date: December 15, 2019

This release includes the following new features and updates.

Functional area


Enabled by default

Requires admin setup

Affected audience


New security measure for updating your email address requires confirmation via email

All users


Controlled availability:

A new 'Lite Admin' role lets admins delegate various management roles to other users, such as user management, Profile management, etc.



All reports:

  • Grouped items in tables support icons and links to related items

Crosstab reports:

  • Leading columns are now generally available, and now support up to 16 columns
  • Default grouping by Item ID
  • Support for up to 8 crosstab columns

All users


Dashboard filter enhancements:

  • Filters are locked in shared widgets
  • Revert filters when viewing dashboards

All users


Controlled availability:

Contextual menu in the Work Plan for quick access to actions

All users