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Planview Customer Success Center

2026.R10 (Oct, 2026)

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Code Release (incl. bug fixes): October 11, 2026

Feature Release: October 18, 2026

Please see our updates, new capabilities and features in the context of our roadmap themes:

clipboard_ea12723ac444b6600fb84a25ae767364f.png 

 

 

Labs
Labs features are in development and are not generally available. Customers can preview them through a recorded demo video and, where offered, explore them in a dedicated generic customer showcase sandbox for early testing and feedback.

Controlled Availability (CA)
Controlled Availability features are available on request and are not enabled by default. They can be enabled in Sandbox and, where applicable, Production. These features are intended for customers who want early access before broad rollout. To request enablement, please contact your Account Executive, Customer Value Advisor, or Professional Services consultant.

General Availability (GA)
General Availability features are released to all customers and are enabled by default in Sandbox and Production. In some cases, specific features may support an opt-out option. If you have questions about availability or opt-out eligibility, please contact your Account Executive, Customer Value Advisor, or Professional Services consultant.

project.jpg Portfolios and Projects

Functional Area
Feature
Status
Modernization
The new Workplan supports:
  • Excel Import
  • Read-only Grid with
    • outline numbering
    • all field types
  • Read-only Gantt with
    • weekly / monthly / quarterly / yearly view
    • dependencies (intra project & inter project)
    • baseline visualization
    • critical path visualization
    • labeling
  • Full screen
  • Collapse / Expand All
  • Column Management
  • Workplan Switch NEW

clipboard_e44ab096b408dff523f13b734195bd2cc.png

clipboard_e032c3bdd9478d6b3d04ae3443fb14efb.png
Labs
Milestones
 0-Duration Milestone

Introducing point-in-time gates, which you can place anywhere in the work breakdown structure:

  • Add a task anywhere in the workplan, beneath milestones or tasks and mark it with Is Milestone  
  • This work item type 'task' that is marked as a milestone, is displayed like the classic Milestone in the workplan grid and Gantt, with a diamond shape
  • 0-duration milestones cannot contain child work items and have zero duration (start date = due date) and zero work
  • Add dependencies as required
  • 0-duration milestones are also visible in Financial Planning

clipboard_e8141b347ce84ba9c613680b7d97cbe97.png

Please note that 0-duration milestones are not yet supported in:

  • new workplan
  • Roadmaps
  • Planview Roadmaps
CA

resources.jpg Resourcing and People

Functional Area
Feature
Status
Modernization
The new Workload supports:
  • Project assignment edits & updates (hours, units)
  • Resource calendar
  • Project and org calendar updates
  • Move Tasks / Milestones / Projects
  • Assign/ Unassign resources via ribbon action
  • Replace resource with manually set task assignments
  • New PVDS UI (incl. filters, assign resources, edit column values, manage columns)
  • To-do-tasks (attach/ detach)
  • Recurring tasksNEW
  • Update ForecastNEW
  • Shift DatesNEW
  • Apply Task AssignmentNEW
  • Aggregation of person daysNEW
  • Different Time ZonesNEW
  • Change work item typesNEW
  • Consecutive DurationNEW

clipboard_eccf9dcce09a94bb8bc888c9aee65da35.png
Labs
Resource Management
 
New FTE Calculation

AdaptiveWork allows you now to calculate FTE for project assignments used in strategic workforce planning based on your organization’s actual work patterns and calendar exceptions, making daily, weekly, and monthly allocations more accurate across varying schedules, non-working days, and months with different numbers of working days.

Read more on legacy vs. new FTE calculation methods and examples here
CA

since Aug/26

 
New FTE Calculation - Conversion of existing Assignments

Projects with existing project assignments can now be converted to the new FTE, simply switch the FTE Project Assignment toggle and see the results.

Read more on legacy vs. new FTE calculation methods and examples here
CA

since Sep/26

 

 

 

Anvi - Copy.png Planview Anvi

Functional Area
Feature
Status
Anvi Chat
 
 
Anvi side panel now docks, not floats

Anvi now opens as a docked side panel that pushes and condenses the main screen, instead of floating on top of it. This replaces the old pop-up behavior, which covered part of the application and forced users to close the panel — ending their Anvi session — just to interact with the screen underneath.

The side panel comes along with the new app switcher & new top navigation bar.
GA

in Sandbox only!!

 
Anvi In-Context Agent
Portfolio Optimizer

The Portfolio Optimizer introduces Anvi-assisted portfolio analysis in AdaptiveWork, helping users evaluate projects and programs within a single portfolio against objectives, targets, constraints, and available funding budget. After users start the optimization from the portfolio, AdaptiveWork returns a recommended set of investments and shares the results in-product, by email, and in a discussion post for future reference.

 

Please note: This requires connection to PV Admin & Anvi subscription.

Read more here
CA

since Aug/26

 

clipboard_e965c99e5ed0e9d38975ce77713bdd93f.png Platform Capabilities

Functional Area
Feature
Status
UI
 
 
 
 
 
 
New Theme for Details Pages

We have improved the look and feel of various modules' Details page, i.e., Project. Task, etc., by updating the color scheme, fonts, and spacing of detail pages. This promotes legibility and readability, along with making the UI look more modern.

Consult your Account Executive or Customer Value Advisor for enablement.
GA

in Sandbox only!!

 
New Top Navigation Bar & App Switcher

As part of AdaptiveWork modernization, we have released an updated top navigation bar built on the Planview Design System (PVDS) that provides:

1. Enhanced Accessibility – WCAG 2.1 Level AA components  

2. Modern React Architecture – Improved performance and consistency 

3. Unified Experience – Consistent design across all Planview products with reduced integration friction  

The app switcher becomes available alongside the new top navigation bar and docked Anvi side panel and allows users to navigate between different Planview application seamlessly.

Please Note: The new navigation bar follows Planview Design System (PVDS) standards and does not support custom CSS modifications such as color or font changes.

Read more here
GA

in Sandbox only!!
App Switcher & New Top Navigation Bar - Quick Links

Quick Links help you get to the information you need faster by providing direct access to key sections within a details page—no scrolling or searching required. To support this streamlined navigation, the view selector is now positioned on the right side of the page.
CA

since Aug/26

 

 


other.png Other Topics

Functional Area
Feature
GA /  Labs
Configuration
Creation Date for Custom Fields

Did you ever wonder when a custom field was originally created? The Creation Date for custom fields is now displayed in Settings > Configurations: 

clipboard_e396f9c101f4d935e169093e673473a02.png
GA

 

 

announcement.jpg Announcements

MS Teams Bot
Deprecation of Microsoft Teams Bot 

In line with Microsoft’s deprecation of multi-tenant bots after July 31, 2025, the deprecation of the Microsoft Teams Bot for AdaptiveWork will   take effect with Release R26.11 that is due to be released on November 1, 2026.

Most capabilities currently provided through the bot are already available natively in AdaptiveWork, without requiring chat integration. We will review how these capabilities can be replaced with Anvi agents going forward.