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Planview Customer Success Center

2024.R02 (January, 21 2024)

Release date: January 21, 2024

New features

Functional area
Hybrid Work Management
Edit Name on Work Items

Now Users have the ability to change the name of a work item on the hybrid view from the Work Item name Header and from the right-side panel. 


Hybrid Work Management
Support Drag & Drop of multiple cards in Card View

Users can easily multi-select various cards and move them from lane to another. For example, you can select multiple Tasks from ‘On-track’ status to ‘Risk’ or ‘Off-Track’. The bulk updates from the Card view is supported across the Hybrid solution: Portfolio, Projects, Tasks, Cases, and Milestones.



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.

Reports & Dashboards
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.

Capacity Records

Today, Capacity calculation are critical to understand the assignment of work for Resource Managers. When Capacity calculation is not accurate based on the User’s availability, decisions on resource assignment may be affected. AdaptiveWork now supports out of the box scenarios. Learn more about Capacity Records

When the User is temporarily suspended, deleted and subsequently active, Calendar Exceptions can be added to AdaptiveWork. However, it is a manual intervention that can become quite complex if trying to automate through configuration. The Calendar exceptions functionality doesn’t allow Users to setup all scenarios. 

AdaptiveWork now supports out of the box Capacity change management across all the User lifeclycle scenarios:

  • User Invitation date is different than the actual working date
  • Capacity is accounted when User is deleted or suspended
  • User re-enabled/restored date is different than the actual working date
  • Handling mistakes or updates
  • Multiple Capacity periods during one single Active State



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 

The old Clarizen Slide Publisher PPT add-in version will soon be removed from the Microsoft Office Store.


A new 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.


Please make sure to remove the old version before installing the new AdaptiveWork Slide Publisher PPT Add-In version.

(To Remove an Add-In, click File > Options > Add-ins > Manage PowerPoint Add-ins > Go > select the Add-in and click Remove)


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.

Removal of 'Buy New Licenses' button

Licenses, Add-Ons and Services are typically being purchased & provisioned by your respective Account Executive, based on your negotiated contract terms & conditions.

The Buy New Licenses button will therefore be removed from the Admin menu in the People module and no longer be available for Admins to purchase from.