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Planview Customer Success Center

CP 2021 Releases Feature List

For more detailed information, see the release notes.

Changepoint 2021-R10 Release (20.00.039.000)

Project Worksheet

It is now possible to do the following using FTEs in Project Worksheet:

  • allocate planned FTEs to daily or fiscal periods
  • allocate recurring planned FTEs
  • use a formula to allocate recurring planned FTEs in daily or fiscal periods. To allocate the same number of planned FTEs to consecutive daily or fiscal periods, using the following formula, enter the recurring planned FTE into the daily or fiscal period where you want the allocation to begin:
    [Planned FTEs] x [Number of daily or fiscal periods]
  • use replace planned FTEs or forecast FTE options, including:
    • replace planned FTEs with past actual FTEs and forecast FTEs
    • replace past planned FTEs with actual FTEs
    • replace forecast remaining FTEs with planned FTEs minus actual FTEs

New configuration setting for large projects

A new key MaxIncomingWebSocketMessageSize with the value set to 65536 is added to the WebSockets\Web.config file. The default value fixes the issues with concurrent task locking in Project Worksheet for projects with approximately 200 tasks. If you encounter this issue, the general guideline is to increase the key value by 65536 per 100 tasks above 200.

           

Changepoint 2021-R7 Release (20.00.036.000)

Project profile

  • MSP linked icon added to indicate when project is linked to Microsoft Project

Request profile

Cards added:

  • Opportunities
  • Projects
  • Tasks – links to the related project profile
  • Contracts
  • Requests
    • includes child requests only, sorted by created on date
    • Originating request field is in General card

                     

Changepoint 2021-R6 Release (20.00.035.000)

General

  • Changepoint Administration – entity profile cards can be hidden by configuring a single dedicated item in metadata. It is no longer necessary to hide all fields in a card to hide the card.
  • Filters on entity profile cards:
    • The filters on list cards now display only the options for which there are matching items.
    • After a secondary filter option is selected on the expanded card, the option remains applied even when a different main filter option is selected in the minimized card.
  • Contractor Management – the Contractor Invoice Reconciliation report and Reconciliation Results report are supported in all browsers.

Project profile

  • Access card was added

Customer profile

  • Contracts card – added created on and updated on dates to contracts listed on the card

Request profile

  • Summary section includes:
    • Request priority, number, short description and request type
    • Request status, billable/unbillable type
    • Reported, initiator
  • Actions menu changed to “create” and “more” menus
  • Includes the following cards:
    • General – includes SLA and estimates fields
    • Configurable fields
    • Record history
    • Attachments
    • Resource demand
    • Reports
    • Workflow
    • Knowledge items
    • Team folders

Resource request profile

  • Summary section includes:
    • Status – current resource request status or workflow state
    • Request number
    • Customer
    • Created on, Created by
  • Actions menu changed to “create” and “more” menus
  • “View history” moved to Record history card
  • Includes the following cards:
    • General
    • Configurable fields – configurable fields from the Details tabs appear at the bottom of the General card, and configurable fields from the History tab appear at the bottom of the Record history card.
    • Record history
    • Qualifications
    • Workflow
    • Reports
    • Knowledge items

           

Changepoint 2021-R5 Release (20.00.034.000)

General

  • User menu – “Community” link has been changed to “Customer Success Center”, which is the Planview website that includes the product releases and documentation, and knowledge base. User accounts are not required to access this website.

           

Changepoint 2021-R4 Release (20.00.033.000)

General

  • Time zones have been updated.

All new entity profiles

  • Summary sections – information was realigned

Opportunity profile

Summary section includes the following information:

  • General information: opportunity status or current workflow process, opportunity name, customer name
  • Revenue: revenue forecast amount, percentage probability to close
  • Close dates: actual or revised, initial

Includes the following cards:

  • General
    • Includes “Include in forecast rollup” check box from the Forecast tab
  • Customer
  • Configurable fields –configurable fields from the Contacts section on the old opportunity profile are now in the Non-categorized section of the Configurable fields card.
  • Forecast summary, Expenses, Fixed fees, Products and Services cards:
    • Display totals by default, but users can select to display totals for individual fiscal periods from up to the previous 4 fiscal periods to the next 4 fiscal periods from the current fiscal period. Note: To view fiscal period information, users require edit access to fiscal period information in opportunities.
    • Total row includes the totals for the data that is currently displayed
  • Knowledge items
  • Projects
  • Record history
  • Reports
  • Sales status history
  • Sales team
  • Team folders
  • Workflows

Resource profile

The resource profile includes information that was not previously displayed in the old resource profile and requires additional view access for it to be displayed. By default, resources can view all the information in their own resource profile but require additional access to view the information in other resources’ profiles. For more information, see “Managing resources” in the Security Access Reference Guide or online help. 

Summary section includes the following information:

  • General information: online status and out-of-office message (when activated), resource name, job title
  • Type: resource type, reports to
  • Organization: workgroup, global workgroup
  • Resource photo or initials

Actions menu

  • View calendar option is now Availability option in main menu
  • View project history moved to the Project history card
  • View resource history moved to the Record history card

Includes the following cards:

  • General
  • Configurable fields – configurable fields from the Contacts section and Organizational information section on the old Resource profile are now in the Non-categorized section of the Configurable fields card.
  • Functions
  • Knowledge items
  • Project history
  • Qualifications
  • Record history
  • Reports
  • Team folders

           

           

Changepoint 2021 R3 Release (20.00.032.000)

General

  • New user menu icon mceclip0.png

All new entity profiles

  • Removed label from the create menu and replaced the icon mceclip1.png
  • Removed label from the more actions menu mceclip2.png
  • Custom menu items moved to more actions menu (mceclip3.png)
  • Filters for data in list cards have been moved from the card title area to the list area

Contract profile

  • Archiving messages added

Budget profile

  • Summary card:
    • users can select to display totals for individual fiscal periods from up to the previous 4 fiscal periods to the next 4 fiscal periods from the current fiscal period
    • new row that contains the contingency total
  • Custom menu items can be configured for budget and appear in the more actions menu (mceclip4.png).

Project profile

  • Archiving messages added

Notifications

  • Option for users to enable/disable application notifications has been added to My preferences
  • You have unsubmitted time entries notification (critical alert) was added to the notifications list. This alert appears when the user has unsubmitted time for periods earlier than the current weekly period and at month end if the option to allow time submissions at month end has been enabled.

Changepoint Exchange Synchronization service

  • Added modern authentication support for Microsoft Office 365 to the Changepoint Exchange Synchronization service.

           

           

Changepoint 2021-R2 Release (20.00.031.000)

All new entity profiles

  • View history has been moved to Record history card
  • View reports has been moved to Reports card
  • Intelligent Forms moved to main menu
  • Custom menu items moved to the main menu
  • Summary sections
    • amounts are rounded to nearest integer
    • statuses are color coded

Project profile

    • Budgets card – past budget revisions are displayed

Contract profile overview

  • Summary section includes the following information:
    • General information
    • Contract status
    • Contract name - Alternate name
    • Customer name
    • Contract:
      • Total value of the Contract– currency field
    • Projects:
      • Number of active projects under the contract
      • Number of completed projects under the contract
    • Invoices
      • Billed
      • Paid
  • Actions menu
  • Time and expense approvals have been moved to the Time and Expenses card
  • View and edit budget are accessed from the Budget card
  • Information from Details tab moved to summary section, General card, and Contract limits
  • Contract limits card
  • Limit amounts are rounded to the nearest integer
  • Icons indicate whether there is a warning () or the item is rejected () when the specific contract limit has been reached.

New Budget profile overview

  • Summary section includes the following information:
    • Frozen/Not frozen status
    • Revision number
    • Project name or contract name
  • Includes the following cards:
  • General card
    • Revenue recognition card
    • Summary card – displays totals of effort or quantity, billing amount, cost amount, margin, and margin % for fixed fees, products, services, and expenses. The contingency amount is included in the total cost amount.
    • Contingency card – displays the contingency override amount and requests

Notifications

  • Notifications that include the most recent changes appear at the top of the list.
  • The following notifications have been added to the notifications list:
  • You have approved expense reports
  • You have expenses to be added to an expense report
  • You have knowledge item access requests to approve
  • You have open requests assigned to you
  • You have rejected requests
  • You have resource changes that failed
  • You have support items to approve
  • You have tasks that require a status update
  • You have late tasks that require a status update

Performance enhancements

This release includes changes to ARR caching and JSON compression settings that improve the performance of:

  • Analytics reports and dashboards
  • Project Worksheet and Resource Planner

Terminology changes

  • “Unbillable” was changed to “nonbillable”
  • “master” and “phantom” naming convention for split billing contracts was changed to “primary” and “split billing.”

           

           

Changepoint 2021-R1 Release (20.00.030.000)

  • Project profile
    • Finance card added, which includes the finance-related information from the General tab, Budget and approval information tab, and Expense Access tab
    • Planning in days support added to new project profile. Effort amounts are displayed in hours, days, or FTEs, according to the user’s preference settings.
  • Customer profile
    • Credit notes can be accessed from the Invoices card.
  • General – the following notifications have been added to the notifications list:
    • You have credit notes to approve
    • You have expense reports to approve
    • You have invoices/cross charges to approve
    • You have time to approve
    • You have rejected expenses
    • You have rejected expense reports
    • You have rejected time entries
    • You have unsubmitted expense reports
    • You have unsubmitted time entries
    • Opportunity workflow has been assigned to you
    • Project workflow has been assigned to you
    • Resource request workflow has been assigned to you
    • Request workflow has been assigned to you
  • Changepoint Analytics
    • Profile links can be added to tables in Analytics dashboards. For more information, see the Changepoint Analytics Reference.