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Planview Customer Success Center

2024.R08 (July 21, 2024)

Release date: July 21, 2024

General Availability Features

Functional area

Feature

Resource Management

Retain Resource Capacity when Filtering Reports

Please note, the release of this feature will be delayed, pending two small changes. We will provide a further update as we enable the feature for all customers.In order to complete the changes, we will be disabling the feature flag for any customers currently testing the feature.

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

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

Administration

Discussion/ User Group Details View [New]

We are enhancing the view customization options for Discussion and User Group Related Items.
You can now set Related Items for Discussion and User Groups independently, allowing you to adjust detailed views based on specific use-cases.
 

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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.   

           

NOTE

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
Feature

Data Science [New] 

Sentiment Analysis (to be enabled upon request & registration to Inner Circle)

We are excited to bring to you Sentiment Analysis to help you

• quantify previously unclassifiable unstructured textual data

• provide actionable insights and early indicators of risk on project delivery

• assess text inputs in seconds to gain the ‘opinion’ or ‘view’ of the work being carried out

• use natural language processing, text analysis, computational linguistics, and biometrics to identify, extract and quantify previously subjective information

 

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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.

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Important Announcements

Removal of Resource Load 

In our continuous effort to modernize our Resource Management capabilities, we are looking to deprecate the well known Resource Load view. The Resource Planning view will not be impacted by this change.

More information will be published in advance of the change. We currently anticipate making this change by the end of 2024.