2024.R06 (May 19, 2024)

Hybrid Work Management

Dataloader [NEW]

Use JTIGs as Resources in Work Plan (enabled in all Sandboxes)

Dataloader allows to upload an entire work plan with user resources. 

This new capability will allow to include JTIG type of resources in the upload of a work plan via dataloader.

Group Job Title Administration 

Creation of JTIGs (enabled in all Sandboxes)

The creation of Group Job title is ONLY available from the Job Title and Group modules. It means that you are no longer managing Group Job title from the "Add Group Member" popup from the Project Work Plan or Resource load/planning views. 

Resource Planning

Idle Time in Assignment Edits  (to be enabled upon request)

The idle time for updates in Resource Planning can now be adjusted, allowing more time for selecting and manually updating staffing requests and/or project/task assignments per resource per time phases before data is sent to the database and thus providing an enhanced user experience.

Resource Management

Retain Resource Capacity when Filtering Reports (to be enabled upon request)

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.  

Resource Management

Capacity Records  (enabled in all Sandboxes)

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

Project & Milestone Templates

NLR time-phased data  (enabled in all Sandboxes)

Users can save Non Labor Resource (NLR) time-phased financial data with new project and/or milestone templates. These templates can then be used to apply NLR financial data to new projects and milestones.

Working with Non-Labor Resources in Templates

License Administration 

We are introducing a new license type 'External Collaborator', alongside Full, Team Member and Requester licenses. 

Assigning an External Collaborator license to a user, will automatically set that user as external user and will prevent this users to be granted with special permissions and/or set a default workflow user.

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. 

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 365 App 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)