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Planview Customer Success Center

Planview Advisor Release Notes - Q3 2023

The following updates were made available for Planview Advisor during the third 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.


  • New brick chart option to pad for decorations.


  • We introduced a new UI for creating and editing users.
  • We now allow users to create Project Permission rules for groups with the Global Project enabled.
  • S3 exports can be sent as Excel files or CSV files.


  • We added a new column in Snapshot Administration which will show the locked or unlocked status of snapshots.