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Planview Customer Success Center

New Features and Release Notes

New Feature Matrix and Release Notes Highlights Links to Webinar Registration/Recordings
July 2020
  • Financial Summary Beta! Available in sandboxes.
  • Reports rolling Beta:
    • Date range for Time Series reports
    • Initial drilldown capabilities
Register: July 15th Product Release Webinar

June 2020


Lots of new Reports (Beta) features:

  • Grouping, Advanced Options for List reports
  • Sorting
  • Time Series reports based on date ranges (excluding Resource Planning and Finance)
  • Stacked Area charts
  • Ability to change columns for Reports grid

Deprecation of legacy requests

June 17th Product Release Webinar


May 2020
  • Reports (Beta): Export reports to PowerPoint!
  • Retroactively update rates on timesheets

May 13th Product Release Webinar

Q2 2020 PPM Pro Roadmap presentation

April 2020


Initial Gantt chart report now available with Reports (Beta)!

April 15th Product Release Webinar

Register: Q2 Roapmap

March 2020


Reports (Beta) updates:

  • Report on indirectly-related data
  • Sorting in hierarchical reports
  • Date and number formats
  • New demo of features available as of March release

March 18th Product Release webinar 

Demo: Intro to Reporting Beta features as of March release

February 2020


  • Reports (Beta) available in production
  • Multiple assignees to issues/project logs
  • Updated set of operands for multi-select lists
  • Calculated fields normalization

February 19th Product Release webinar (and my birthday)

Q1 2020 PPM Pro Roadmap presentation

New! Register in advance for any/all webinars for 2020 - here!

January 2020


  • Support for Chromium-based Edge browser (starting Jan 15)
  • Ongoing issue fixes for reports revamp rolling Beta

Recording: January 15th Product Release Webinar

Transcript: January 15th Product Release Webinar Q&A

Q1 2020 PPM Pro Roadmap presentation - register here!

February 19th Release Webinar - register here!

2019 Release Notes Archive