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Planview Customer Success Center

2024.R07 (June 9, 2024)

Release date: June 9, 2024

General Availability Features

Functional area

Feature

Microsoft Teams Integration

AdaptiveWork App for Microsoft Teams

The all-new AdaptiveWork App for Microsoft Teams is designed to enhance collaboration and streamline communication between project teams, that operate within the Microsoft Teams ecosystem.  

For the first time, the AdaptiveWork app seamlessly integrates the parent application's powerful adaptive and configurable capabilities within individual Microsoft Teams channels.

Learn more about the AdaptiveWork app here

 

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Hybrid Work Management

Custom Panels 

We are excited to announce that Hybrid view of Projects now supports the view of Custom Panels.


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Group Job Title Administration 

Creation of JTIGs

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. 

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Dataloader

Use JTIGs as Resources in Work Plan

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.

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Project & Milestone Templates

NLR time-phased data

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

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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.   

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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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

 

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.