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Planview Customer Success Center

Planview Advisor Release Notes - Q4 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.


  • Formulas in User-defined fields now support the inclusion of vector fields.
  • Portfolios now record their composition history. This allows users to view which projects are added or removed from a portfolio when its rules change. To see this option, right-click on the portfolio.


  • Users with access to the Admin can create user-defined fields for projects.


  • Users can copy snapshots to another project. Right-click on the snapshot to use this option.