Planview Advisor Release Notes - Q1 2025
The following updates were made available for Planview Advisor during the first quarter of 2025. 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 Configuration Updates
- Opens to renaming section by default when creating a copy
Workspace Updates
- Disabled publish all cloud button when there are no publishable changes in the workspace
- Prevent invalid inputs from being published from the workspace management table
Cheatsheet Updates
- Added ‘Resize arcs by’ option to the bullseye chart (only applicable when resize arcs is toggled on via the chart panel within the cheatsheet)
- Added editable user defined fields (imported fields) to the table
- Fixed user defined fields not retaining color and color order
- Fixed bar chart 2nd axis not being captured in editable PowerPoint
- Fixed scenario checkboxes not rendering when changing active scenario with no variance mode selected
- Prevented crashing when dragging a layout preset into a layout chart grid cell
Permission Updates
- Users with limited permissions will not be able to configure dynamic portfolios
Data Shuttle Updates
- Added ability to filter via data shuttle (requires configuration from an Advisor consultant)
- Significantly improved export performance
Security Updates
- Updated more security components
Other Updates
- Added sub-processor privacy notice
- Prevent crashing when opening a newly created snapshot