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Planview Customer Success Center

Planview Advisor Release Notes - Q2 2023

The following updates were made available for Planview Advisor during the second quarter of 2023. Since updates are applied on a per-customer basis, you may not see these changes in your instance of Planview Advisor. If there is an update you want applied to your instance, please contact your Customer Success Manager or Engagement Management.

Portfolio Dashboards

  • CAGR line annotations added to By Years line chart.


  • User uploads now work with the new group permissions.
  • Advisor now allows project permission rules for groups with the Global Project enabled. 


  • We added a button to the snapshot dock that emails a link to any liveform available for a selected snapshot.