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Planview Customer Success Center

2026.R8 (Aug, 2026)

Code Release (incl. bug fixes): August 9, 2026

Feature Release: August 16, 2026

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

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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

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Labs

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)
  • Real time notifications

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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

 

 

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.

CA

since July/26

Time-Phased Resource Assignment Data

Anvi for AdaptiveWork now understands your time-phased resource assignment data — the planned allocation of resources to work items across time periods. This means you can ask Anvi about how much work is assigned, to whom, and when, and get instant answers grounded in your live AdaptiveWork data, without building a report or digging through the resourcing view.

Read more in the latest Anvi for AdaptiveWork Release Notes 26.07.01

GA
Capacity & Utilization 

Anvi can now answer questions about resource capacity, utilization, logged hours, scheduled effort, and allocations  - helping managers make faster, better-informed workforce decisions.

Read more in the latest Anvi for AdaptiveWork Release Notes 26.07.02

GA
Discussion Posts

Anvi can help summarize the latest 100 discussion posts and provide insights into your projecct status, health and challenages to look out for and gain insights into trends.

GA
Targets & Contributions

Anvi uncovers with projects have defined targets to help achieve objectives and which work items contribute most to those targets. Get a complete analysis around your OKRs and update your strategic plans.

GA
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.

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

Read more here

CA

 

platform.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.

CA

since July/26

GA in Sep/26

App Switcher & New Top Navigation Bar

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

CA

since July/26

GA in Sep/26

App Switcher & New Top Navigation Bar - Stopwatch

The Stopwatch feature is now available again in the new top navigation bar, allowing you to you to record, in realtime, the time worked on any Timesheet Reportable work item i.e. any Project, Milestone or Task that appears in your timesheet.

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CA

GA in Sep/26

 

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.

clipboard_e1203f8ffb2943d3e6b1d735e2b037905.png

Read more here

CA

GA in Sep/26

 

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.

 

announcement.jpg Announcements

Google Docs
Upload from Google Docs temporarily unavailable

Due to a recent Google change, uploading files directly from Google Docs in AdaptiveWork is temporarily unavailable. We're working on a fix. In the meantime, you can upload files from your computer, Box, or SharePoint. We'll update you once resolved — thank you for your patience.

Security
Deprecation of TLS1.2 - ON HOLD

The planned deprecation of TLS1.2 as part of the transition from TLS1.2 to TLS1.3 is currently on hold. As a result, TLS1.2 remains a supported encryption protocol at this time.

The previously communicated timelines for Sandbox and Production no longer apply. We will share updated timelines in a future release note once they are confirmed.

Customers using custom integrations (via APU using REST API or integration software) should continue preparing for TLS1.3 support, as this requirement will remain relevant when the transition is rescheduled.

Deprecation of AD Sync - TIMELINE PAUSED

We continue to recommend that customers using AD Sync prepare to migrate to SCIM as part of our longer-term direction for user provisioning and the switch to TLS1.3.

At this time, however, AD Sync will continue to be supported, and the previously communicated Sandbox and Production timelines no longer apply until further notice.

We will share updated timing in a future communication once a revised plan is confirmed.

MS Teams Bot
Deprecation of Microsoft Teams Bot 

In line with Microsoft’s deprecation of multi-tenant bots after July 31, 2025, we are planning to deprecate the Microsoft Teams Bot for AdaptiveWork in October 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. 

Licenses
Time & Expense / Requestor

As part of a new consumption pricing model, license offering has been updated. The following licenses will be considered legacy:

  • Time & Expense is now Time & Expense (legacy)
  • Requestor is now Requestor (legacy)