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Planview Customer Success Center

PPM Enhancements for March 26, 2021

We are deploying the following enhancements to Changepoint PPM on Friday, March 26, 2021. This post is designed to help you understand how new and enhanced features can improve your PPM experience, and to guide you in making decisions about how to configure those features (if applicable). To facilitate training and testing ahead of this release, the features below will be deployed in Sandbox environments on Monday, March 22, 2021. The next Changepoint PPM Release is April 9, 2021.

For detailed information about these and all PPM Features, see the PPM Online Help.

To receive email updates about the latest enhancements coming to Changepoint PPM, click the Follow button on the Release Notes section page in the Daptiv Community.

In addition to the fix below, this release contains various background improvements that lay the groundwork for future enhancements. They should not have an impact on your current Changepoint PPM experience. 

Notable PPM Fixes 

Workspace name visibility in Favorite Workspaces Pane
When workspace names are truncated in the Favorite Workspaces pane of the Home tab, users can hover over a workspace to see its full name and workspace type. This change makes easier to tell workspaces apart in the Favorite Workspaces pane.

Confirmation prompt disappears before users can confirm the action
We fixed an issue where the confirmation prompt that appears when users edit custom status fields will immediately disappear before users have a chance to confirm their changes. Instead, their changes are immediately saved and applied in PPM. This no longer happens and users will have a chance to confirm their changes before they take effect.

Documents do not have default custom field values in Folder Views
We fixed an issue where the default values for custom document fields would not be added to documents uploaded from a workspace’s Folder View. Users could work around this issue by uploading the document using the list view or manually entering values into the fields. Now, default custom field values are added to all uploaded documents, regardless of which page they are uploaded from.