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Planview Customer Success Center

Winter 2021 (January 3, 2021)

Release date: January 3, 2021

This release includes new features that are available to all customers, as well as features in Controlled Availability and bug fixes.

For features in Controlled Availability, customers with a sandbox environment and other eligibility criteria can contact their Customer Success Managers to request early access and get more information.

As a reminder, product updates are planned for every three weeks to address bugs and to release new features on a limited-access basis for beta testing. Currently, these releases are scheduled for the following dates with the next quarterly release, Spring 2021, scheduled for April 4th:

  • January 24
  • February 14
  • March 7
  • April 4 – Spring 2021 Quarterly Release

Learn more in our webinar

All customers are invited to attend the Winter 2021 Quarterly Product Release Webinar that highlights new features that will help your organization immediately be more productive.

Please join us on January 13 at 8am PDT | 11am EDT | 4:00pm GMT. Register here.

New Features

Functional area

Feature

Project Management

Project Version Snapshots – Capture snapshots of historic versions of a Project, to track, evaluate, and compare project data at different stages of planning and execution

Project Management

Portfolio Roadmapping - A new interactive visualization tool helps you review and assess progress being made against your business strategies with accurate, real-time information about your projects

Project Management

Show current project's items - A new system setting lets you choose what to display in the Show current project's items filter, when adding predecessors or successors. You can choose to display items only in the current Project, or only items in the current project, its parents, and sub-Projects

My Work For Team Members

My Work – The new Task Widgets and Grid provide users with an easier way to view their Tasks, to see what’s due and overdue, etc. Widgets are configurable and the Tasks grid is customizable so users can quickly sort Tasks, mark Tasks as complete, and more

Slide Publisher

Include Meeting Notes, Action Items, and Decisions along with other project and portfolio information on slides

Reports

New enhancements to set the default precision value for formula fields, and updates to aggregation options for calculated columns in crosstab reports

Administration

Strong Passwords - Password Strength system setting default is being updated to Strong. See below for more details.

Administration

Lite Admins can now grant Financial Permissions to users

Administration

New options for role-based financial permissions

Administration

Enhanced security for file uploads - Extend the list of file extensions to be blocked for uploading

Administration

Automatic allocation of Requestor licenses to New or Suspended users via SSO login

Provisioning

User provisioning additions and enhancements include updated SCIM-based user provisioning support for Azure AD, and new SCIM-based user provisioning support for OKTA

Integrations

Extract deleted time-phased data records via API and DWH (Data Warehouse Export)

Integrations

Azure BLOB – Ability to connect using a SAS token rather than a connection string

End of Life Notices

  • Resource Calendar will no longer be available as of December 31st, 2020. Read more.
  • Support for Internet Explorer 11 and Edge Legacy browsers is ending as of December 31st, 2020. Read more.

Password Update

Effective January 2021, all new passwords in AdaptiveWork will be required to be Strong.

Users with a Simple password will not be required to change their password, but we encourage the admins of these accounts to adopt Strong passwords to ensure they're operating in a more secure environment - especially when sharing widgets, which default to the system setting.

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Resource Calendar End of Life

Effective December 31, 2020, the Resource Calendar will no longer be available. The Resource Load view can be used to show similar information.

In place of where the Resource Calendar option would normally be, simply choose Resource Load instead. The user will be presented with the Resource Load view showing the workload assigned to the resources associated with any selected items.

The Resource Load view has a number of options available for changing the way information is presented. More details about Resource Load can be found here.

Note: If Resource Load is not visible to the user where they would normally see Resource Calendar, they should contact their AdaptiveWork Administrator to add the option to their user profile.

Please reach out to support@clarizen.com if you have any questions.

Support for Internet Explorer 11 and Edge Legacy Browsers is Ending

Effective December 31, 2020, IE11 and Edge Legacy browsers will no longer be supported.

Users will still be able to access the AdaptiveWork platform, but performance and functionality will no longer be tested on these older browsers.

User experience, especially for new features, may be severely compromised and we will no longer handle support cases resulting from the use of these browsers.

Please reach out to support@clarizen.com if you have any questions.