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Planview Customer Success Center

Summer 2019 Update 1 (July 7, 2019)

New Features

Release date: July 7, 2019

This release includes the following new features and updates.

Functional area


Enabled by default

Requires admin setup

Affected audience

User Interface

Relabel, Edit Descriptions and Tooltips of Standard Fields

All users

User Interface

Custom Action forms with predefined filters for lookups in the form

All users

Financial Planning

New utilization, time-phased financial fields

Financial Users


Timesheet approval per project, approval delegations, and more

All users