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Planview Customer Success Center

CP 2024 Releases Feature List

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For more detailed information, see the release notes. ​

           

ChangePoint 2024-R13 Release Notes (22.01.014.000)

  • Profile List search – when "ALL" is selected in the search dropdown, users can now search across a predefined set of key fields for Customers, Opportunities, Contracts, Projects, and Invoices simultaneously, including any filters already applied to the list view.
  • Timesheet – detail notes entered on a time entry cell are now preserved and remain visible when navigating between the notes field and the time entry cell.
  • Users can now drag to resize the left and right panes on the entity profile pages, with widths adjustable between 33% and 66% to better fit the content on screen.
  • Various improvements were made to enhance security.
  • Worksheet – the Search Projects and Task Assignment Resources search boxes now match on any part of a name, so users can find projects and resources by typing any word or partial keyword appearing anywhere in the record name.

           

           

ChangePoint 2024-R12 Release Notes (22.01.013.000)

  • In the Billing Rate History section of a contract, the Delete option is now disabled, which prevents unnecessary alerts when interacting with multiple records and comments added to a billing rate history record with today’s effective date are now being saved or displayed in the list.
  • The Resource Request link in the Resource Planner is now hidden when Resource Requests are disabled at the billing office level for all contracts.
  • Users can open the application in another tab and will be automatically redirected to the dashboard. A single active session per browser is supported for a seamless experience.
  • Users now remain signed in to the same page after refreshing the browser.
  • Various improvements were made to enhance security.           

           

           

ChangePoint 2024-R11 Release Notes (22.01.012.000)

  • Error logs from the project worksheet are now retained for more than one day, enabling more effective investigation of issues that occur over time.
  • Error messages on the sign-in page were enhanced to improve readability on Internet Explorer.
  • Expenses view – Search field has been added to the tree view for users to find and access expense items more easily.
  • Time sheet – users can switch between Active and Completed tasks filter for both Open and Regular tasks.
  • Resource Planner now supports filtering resources by their qualifications, including "any" and "all" options, similar to the resource match functionality.
  • Searching with "ALL" option in the search dropdown now includes Short Description and Details fields along with previously applied list view filters, with results displaying within 5 seconds.
  • Various improvements were made to enhance security.

           

           

ChangePoint 2024-R10 Release Notes (22.01.011.000)

  • ChangePoint Analytics – IBM Cognos Analytics is updated to version 12.1.0, which replaces the previous version 11.2.3. This new version provides AI assistant, enhanced analytics capabilities and improved performance. For more information, see Changepoint 2024-R10-ChangePoint Analytics Release.
  • Folders view – users can hide the Folders view by clicking the home icon or the ChangePoint logo.
  • Time sheet – In the Activities panel, open tasks can be filtered by task, project, or customer.
  • Security enhancements:
    • Software components have been updated to the latest secure versions to enhance system protection.
    • Potentially harmful file types that could compromise system security and data integrity are prevented from being uploaded.
    • Security vulnerabilities in the system code have been identified and fixed.

           

           

ChangePoint 2024-R9 Release Notes (22.01.010.000)

•    Three additional text fields were added to the MSP Interface to accommodate customers who required syncing of additional configurable fields.

For installation and configuration instructions, see the Changepoint 2022 Installation Guide. 

           

           

ChangePoint 2024-R8 Release Notes (22.01.009.000)

•    ChangePoint Administration – A new checkbox option allows administrators to hide split billing contracts from the contract list view, simplifying the view and eliminating duplicate entries. (User Interface -> Entity List Views -> Contracts)

•    Error messages on the login page were difficult to read due to insufficient color contrast between the white text and the background.      

           

           

ChangePoint 2024-R7 Release Notes (22.01.008.000)

•    Custom Help menu link added to entity list view profiles for Timesheet, Budget, Contract, Customer, Opportunity, Project, Request, Resource, and Resource Request entities.

•    In the left panels of profile pages, labels are now displayed in bold while values appear in regular font for improved readability.

•    Split billing column in contract entity now displays checkmark (✓) symbol instead of text.

•    Task and task assignments validations are performed on the entire task upon any field update in the project planning worksheet.

•    Validation errors in task assignment are now clearly highlighted within the first column of the task view to ensure prompt visibility and correction.           

           

           

ChangePoint 2024-R6 Release Notes(22.01.007.000)

All of the features and enhancements for this release are in ChangePoint Administration:

  • Entity List Views:
    • Configurable fields can be added as columns to the Contracts, Projects, and Requests list views (User Interface > Entity List Views).
    • “Project manager” field can be added as a column to the Projects list view.
    • Unlocking records – Records can be sorted in the Unlock Records dialog by clicking on column headers (Tools > Unlock Records).
  • Transferring records – Resource-based tracking of configurable fields in the history of some entities (Customers, Opportunities, Projects, Contracts, and Requests) for changes made in the “Transfer Records” dialog (Tools > Transfer Records).
  • User sessions are now automatically deleted when a user account is terminated.

           

           

ChangePoint 2024-R5 Release Notes (22.01.006.000)

  • Added a warning message for users with unapproved project or non-project time when they are being terminated. The message states: "Warning: Some timesheets of this resource are pending approval. You won't be able to approve them after termination."
  • Added new fields "Primary Contract" and "Split Billing" to the available columns in the Entity List View for Contracts
  • ChangePoint Administration – Configurable fields can be added as columns to the Opportunities list views. (User Interface -> Entity List Views)

           

           

ChangePoint 2024-R2 Release Notes (22.01.003.000)

  •     ChangePoint Administration – Configurable fields can be added as columns to the Customers list views. (User Interface -> Entity List Views)       

           

           

ChangePoint 2024-R1 Release Notes (22.01.002.000)

  • ChangePoint Administration – Administrators can add, remove, and rearrange the columns in the Contracts, Invoices, Opportunities and Requests list views. (User Interface -> Entity List Views)