2024.R03 (March 3, 2024)
Release date: March 3, 2024
General Availability Features (in SandBox)
Functional area |
Feature |
Hybrid Work Management |
Edit Name on CasesNow Users have the ability to change the name of Bugs, Risks, Issues, and Requests on the hybrid view from the Case name Header and from its right-side panel. |
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:
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Reports & Dashboards |
Licenses information in ReportsAdministrators can now query License information in Reports & Dashboards, allowing to analyze:
License information cannot be queried by non Administrators. |
Reports & Dashboards |
New Standard Folder, Reports and DashboardWith 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:
Standard Dashboard:
License based reports and dashboards cannot be accessed by non Administrators. |
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.
Functional area |
Feature |
Group Job Title Administration [New] |
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. |
Project & Milestone Templates [New] |
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. |
Resource Management |
Retain Resource Capacity when Filtering ReportsWe 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:
The new functionality will apply only after a report is created or edited. Existing reports will behave as before until edited. |
Notices |
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License Administration [New] |
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.
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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:
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:
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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)
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