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Planview Customer Success Center

2026.R5 (May, 2026)

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Code Release (incl. bug fixes): May 3, 2026

Feature Release: May 17, 2026

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

clipboard_ea12723ac444b6600fb84a25ae767364f.png 

 

project.jpg Portfolios and Projects

Functional Area
Feature
GA /  Labs
New features are in development - stay tuned for upcoming announcements

 

resources.jpg Resourcing and People

Functional Area
Feature
GA /  Labs

New Workload

 

Project Workload

The new Project Workload view in Resource Management makes it easier to manage your team by letting you quickly assign or unassign resources to projects. You can handle multiple updates at once, restore assignments in bulk, and use keyboard shortcuts to streamline changes—all designed to save time and simplify workload management. 

clipboard_e05e1a66ffb51403520f03e58b570752a.png

Please reach out to your CSM or AE to gain access for testing.

 Labs

 

Anvi - Copy.png Planview Anvi

Functional Area
Feature
GA /  Labs
Anvi
Anvi Can Create Now: Turn Conversations into Action

Anvi Chat now enables you to create

  • Cases (risks, issues, requests, bugs),
  • Action Items, and
  • Objectives

directly through natural language prompts. Anvi automatically connects these items to relevant work items, streamlining the capture and linkage of critical work item artifacts without leaving your conversation.

 GA
Anvi Home

Interact with Anvi in full screen, using Anvi Home. Access Anvi Home from your Anvi Chat window or directly from PV Admin.

clipboard_ec755e3d2d032058132ad56a5a300f083.png

Anvi Home allows you to run your queries, review Anvi analysis of your data, reports & summaries and take actions in full screen.

Leverage Anvi Home's prompt Builder that helps you build & test your prompts before actually run & consume AAU's in Anvi.

Gain access to our Prompt Library to make use of best practive prompts.

  

 

platform.png Platform Capabilities

Functional Area
Feature
GA /  Labs
New features are in development - stay tuned for upcoming announcements

 

integrations 2.jpg Integrations

Functional Area
Feature
GA /  Labs
New features are in development - stay tuned for upcoming announcements


other.png Other Topics

Functional Area
Feature
GA /  Labs
Search Functionality

Global Search behavior has been altered by introducing the following behavior:

  • search will only begin until the 3rd character is typed
  • longer debouncing - increasing delay after each keystroke from 10-100 ms to 300 ms, to minimize incomplete queries

These changes are preventing wasteful queries and allow for more efficient & quicker result queries. 

  

 

announcement.jpg Announcements

Security
Switching from TLS1.2 to TLS1.3

TLS1.2 will be removed from the list of supported encryption protocols.

This change will require the verification that any custom integrations (via APU using REST API or integration software) support TLS1.3.

These are updated timelines:

  • Sandbox - July 31st, 2026
  • Production - August 31st, 2026