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Planview Customer Success Center

Spring 2020 Update 3 (May 24, 2020)

New Features

Release date: May 24, 2020

This release includes the following new features and updates.

Functional area

Feature

Requires admin setup

Affected audience

Financials / Permissions

Financial Permissions can now be given to External users

Admins

Configurations

Automate Permission inheritance to and from Custom Objects

Admins

Portfolio / Permissions

Portfolio Permissions can automatically apply to included Programs and Projects

Admins

SharePoint and Portfolio

New Portfolios can now have a SharePoint Default integration path

All users

Resource and Capacity Planning

Changes to User Capacity calculations: User Capacity for inactive users is zero

Note: This feature is in controlled availability.

All users

Configurations

New Workflow Action: Set Financial Timephase Data simplifies automation of adding and updating financial planning data

Admins

Administration

A new Process Monitor lets you see jobs running in realtime

Note: This feature is in controlled availability.

Admins

Reports

Easier access to Financial Resources data

All users

API Notice

Upcoming API Changes

  • New Rate Limiting quota for API calls
  • API V1 retirement

Admins / Configuration Managers