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Planview Customer Success Center

New Features and Release Notes

New Feature Matrix and Release Notes Highlights
January 2026 Anvi Chat with CSC, Filter in new financial formula and updates to Whiteboard, Card view and Reports.
February 2026
  • Audit Reports in R2D2
  • Insights Widget for Project in Planview.Me
  • Permission-based access to excel import into the Financial entry
  • Defect fixes for reports and dashboards.
March 2026 Defect fixes for Gantt charts and Stack reports.
April 2026 Defect fix for task role data imports
May 2026
  • The Visualization widget is now available for PPM Pro.
  • The Timesheet Approval widget is now available for PPM Pro.
  • Milestones now sync between PPM Pro and ProjectPlace.
  • PPM Pro now supports multiple AgilePlace card types for each project, task, and issue category.
  • Fixed issues in Audit History and Gantt charts reports in R2D2
June 2026
  • The Request Approval widget is now available for PPM Pro. 
  • The My Tasks widget is now available for PPM Pro. 
  • Fixed issues for reporting and resource scheduling. 
July 2026

Fixed issues for browser print, reports, and OData.

August 2026
  • Custom groups now supported in entity field restrictions
  • Baseline Reports available in R2D2 (new reporting). 
  • Cross-Project Dependencies are supported in integrated Projects when PPM Pro controls the WBS. (Raise a case to enable)
  • Delete permission is now separated from edit for staffing both at project and resource workbench.
  • Fixed issues for reports and resources.
September 2026
  • Reopen rejected requests: Admins can now reopen a rejected request back into the gated workflow, keeping all history, notes, and attachments intact — no need to recreate it from scratch.
  • Longer task titles: Task titles now support up to 256 characters.
  • Filter by Unit Level: Resources and the "All Units" report can now be filtered by Unit Level (matching the existing Portfolio Level filter), so you can isolate or roll up any tier of a deep unit hierarchy.
  • Redesigned "Add Resource" screen: The add-resource flow now matches the rest of the PPM Pro experience — no more juggling multiple pop-ups and tabs to create users and resources.
  • Fixed issues for reports
2025 Release Notes Archive