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Planview Customer Success Center

Fall 2020 (October 4, 2020)

New Features

Release date: October 4, 2020

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, Winter 2021, scheduled for January 3, 2021:

  • October 25
  • November 15
  • December 6
  • January 3 – Winter 2021 Release

Learn more in our webinar

All customers are invited to attend the Fall 2020 Quarterly Product Release Webinar that highlights new features that will help your organization immediately be more productive. The webinar will include demonstrations for:

  • My Work (an all new dashboard for teams)
  • Meeting Notes
  • Resource Management updates that support task-driven staffing updates
  • Reporting enhancements
  • New systems integrations

Please join us on October 14 at 8am PDT | 11am EDT | 4:00pm BST or watch this on-demand here.

New Features

Functional area

Feature

Integrations

Jira Integration - Research and Development Use Case Enhancements

Zapier support - Create Zaps to integrate AdaptiveWork with more of your apps and services

iHub - Export Sync Log to Excel

iHub - Synchronization Aging

Resource Management

Create Staffing Requests from Tasks

Placeholder Resources

Replace Placeholder Resources - New filters for easier replacing of placeholders with named resources

Capacity Planning - New email notification for approved and assigned staffing requests

Reports

A new Mixed chart adds different display styles in a single chart, including new types and combinations such as Area, Line/Bar, Stacked Area, and Percent Stacked charts

In Mixed charts, select the display type color per multi-dimensional grouping

Crosstab reports - new following and previous Date range options and Report Date Range is Available in View Mode

New options for exporting reports

Quickly access and update the Currency Summary filter in view mode

Usability and Timesheets

Introducing My Work for Team Members - A new homepage for team members to see an up-to-date status of their tasks and take action, like update task progress and log time

Submit timesheets from My Work

Work Plan usability - Minimize the ribbon for more real estate, customize an enhanced contextual menu for quicker access to actions

Financials

Multi-Currency Enhancements:
- Users can choose how to display currencies
- Default Currency for Currency Pickers

Meeting Notes

Introducing Meeting Notes with Action Items and Decisions to capture the processes behind the entities in AdaptiveWork

API

New Upsert operation reduces load and improves performance