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Planview Customer Success Center

2024.R01 (January 7, 2024)

Release date: January 7, 2024

New features

Functional area
Resource & Financial Management
Delete/Activate Group Job Title

Users can Delete/ Activate Group Job Titles:

  • as a member of a User Group
  • as a member of a Job Title
  • directly from the Group Job Title
  • as a administrator, via Workflow Rules, Custom Actions or API using the 'Delete Item' action
Resource Management
Changes to Resource Load/ Planning

To optimize the load and reduce the amount of data calculated in real time on Resource Load and Planning interfaces, a new set of rules for Resource load and Resource Planning interfaces is being introduced.  This change of behavior will lead to alignment of these functional areas with similar tools in the market and best practices for end User interactions.

The product behavior will change as follows:

  • Pagination will be implemented to show a limited number of Resources at any one time on Resource Load and Resource planning interfaces.
  • The view period timeframe (Day, Week, Month) is currently set to a maximum limit of 52. The default behavior and maximum limit for each date filter will be adjusted to reduce real time data calculation and optimize page load. 
  • The “Save as default” setting will be turned ON by default. Each time the User changes date filters, the page size for pagination, or filters, these new default settings will be updated automatically and used the next time the same page is opened.
Apply on Member

Administrators can apply User Group settings to Users through Configuration, Workflow, or the API by using the “Apply on Members” action.


Controlled Availability Features

The following features will be released soon. Customers with Sandbox environments who would like to enable these new features should contact their Customer Success Manager.   



This feature is in Beta  / Controlled Availability. To request early access, contact your Customer Success Manager. Planview, at its own discretion, reserve the right to accept or reject a customer request to enable a feature that is in Beta / Controlled Availability (i.e. “Beta software”) state. If a customer’s request is approved,  an addendum to the Planview agreement will be required prior to the enablement of the feature in the customer environment, to address legal terms related to the use of Beta software.



Functional area
Resource Management
Retain Resource Capacity when Filtering Reports 

We are enhancing the treatment of Resources when Capacity Time Phased Data is included in a report and related to Labor or Staff Time Phased Data. 

There are three main changes:  

  • It is possible to choose whether filters set on Labor or Staff Time Phased Data fields restrict the resources shown in a Report. If they do not, only filters defined using User/Capacity fields will determine the resources that are shown. 
  • Resource Capacity is now shown for time periods where resources are not assigned to work items. 
  • There are now two Advanced Logic filter sections split between Labor/Staff Time Phased Data fields and User/Capacity fields. Filters need to be contained in the correct section to pass the syntax check and cannot be mixed. This is so that customers can opt to restrict resources shown using User/Capacity fields only. 

The new functionality will apply only after a report is created or edited. Existing reports will behave as before until edited.  

Reports & Dashboards
Licenses information in Reports

Administrators can now query License information in Reports & Dashboards, allowing to analyze:

  • license utilization %
  • license distribution by type, by PO
  • trial licenses

License information cannot be queried by non Administrators.

New Standard Folder, Reports and Dashboard

With the exposure of license information in reports, we are adding a new standard folder License & User Adoption under Reports & Dashboards that will be accessible by Administrators only. This folder includes:

Standard Reports:

  • License Utilization Report
  • User Adoption Report
  • Late Adopter Report

Standard Dashboard:

  • License Utilization & User Adoption Dashboard

License based reports and dashboards cannot be accessed by non Administrators.



Changes to System Settings

The following changes to system settings will take effect early next year. The settings will be automatically turned on for all customers that have not turned them on by them.

The product behavior will change as follows:

  • System Setting  17.1 Enable real-time updates will be turned on
  • System Setting  17.2 Project Utilization will be turned on

Following that change the system settings will be removed from the Labs section.

Changes to Extensions

The following changes will be introduced to Extensions early next year:

  • Toolbar Integration Web App will be removed
  • Intact Integration Web App will be removed
  • Planview Customer Community (Gainsight) will be added.
Slide Publisher PPT Add-In
A version of Slide Publisher PPT add-in is now available under the Planview Microsoft Account. For more information click here.  

Future enhancements and defect fixes will be made available only through this new version.

Project & Milestone Templates

AdaptiveWork will allow you to save Non Labor Resource (NLR) time-phased financial data on project and/or milestone templates.

This capability will be made available in one of the next Q1 releases.