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Planview Customer Success Center

Planview Advisor Release Notes - Q2 2024

The following updates were made available for Planview Advisor during the second quarter of 2024. 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.

General Enhancements

  • We made general scalability and performance improvements. 

Cheatsheet Enhancements

  • There is now an "Export All" button that allows for exporting all contents without needing every individual column & row in the supertable to be visually present. 

  • You can now export all charts in a folder as editable objects in .PPT format. 

Portfolio Enhancements

  • Portfolio Composition History now shows snapshot information for adds/drops. 

  • We added hexagon, heart, four-point star and pentagon to the default symbol scales and all symbol-related options. 

  • Added control for font size for totals labels in bubble charts. 

  • The row and column total annotations in bubble charts are now centered. 

Admin Enhancements

  • Single project excel upload now allows .xlsm file extensions. 

  • CSV upload system pages upgraded to new look and feel. 

  • Change to date parser to speed up user activity page. 

  • Group permissions can now be set using project active/inactive status.