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Planview Customer Success Center

What's New - April 2022

Release Schedule

Click here for an overview of the PPM Pro release process. 

The table below lists this month's product release dates. 

What When
Release Notes published for new features April 1
New features released to sandbox environments April 8
New features released to production environments April 18*
Issue fixes released weekly Planned weekly releases containing issue fixes and minor enhancements; release notes updated accordingly

Releases are deployed during the standard maintenance windows.

*Planview offices are closed on April 15 for Good Friday. The release to production environments will be on Monday, April 18.

Reminders

  • Defect fixes and occasional beta features are delivered weekly; most beta features and GA features (when ready) are delivered monthly.
  • You can request that beta features be enabled in your production environment by entering a support ticket (some beta features not initially available in production, Planview will advise). Please note that any issues you find will be handled during the normal development cycle. 
  • Planview sends out status emails in advance of planned and non-planned releases/updates/incidents. These alerts include the date and time window of the releases/updates/incident, as well as a link to the release notes that include a list of the issues addressed in the releases/updates/incident. To subscribe to these alerts, please go to https://status.planview.com/ and click the Subscribe button.
  • We typically hold a live product release webinar on the Wednesday before the production release. This webinar will be hosted by PPM Pro product management and consulting personnel, and will include time for Q&A. Click here to register for the April 13th release webinar. Also, remember you can sign up for any/all upcoming customer webinars here.
  • Inner circles are offered as a way for our interested customers to collaborate with PPM Pro Product Management and each other, provide feedback on PPM Pro product capabilities, and guide new feature development. Click here for more information or to register.

New Features Matrix

Feature

Notes

Status

For more information…

Financial Summary

If you wish to enable this feature in your production environment, enter a support case requesting to do so.

Rolling beta highlights
We're still working to bring new functionality to this beta feature. See previous release notes for complete list of features.

  • Financial Summary settings now include a date range. The Start and End dates define the visible area of the Financial Summary. Financial Summary metrics only include project data within the date range.
  • Users can freely select between quarterly and yearly mode to display time periods outside of the monthly range. This may create some overlaps in time coverage, but totals for the times periods do not change.
Beta

Setting Up Permissions for Project Financials

Configuring Summary Data Streams - General Tab (Beta)

Creating Fields for the Financial Summary (Beta)

Working with the Summary View (Beta)

Checking the Numbers

Financial Summary: Cookbook (Beta)

Financial Summary PMI Metrics

Release Notes - Sorted by Release Date 

Release Date Function Area LeanKit card Release Note Description
April 22 Security 1733567560 Fixed. We fixed a potential vulnerability reported with SAML authentication. The PPM Pro team verified that there was no exploitation of the vulnerability within the application.
April 22 Reports 1731748354 Fixed. When exporting reports to Excel, background colors in the exported file now exactly match the background colors in the original report.
April 19 Financial Summary (Beta) 1732222889 Fixed. Financial Summary rollups now perform as expected.  Previously, an issue introduced with the April production release caused rollups to run extremely slowly in certain cases.
April 18 Financial Summary (Beta) 1685293402 Improved. Financial Summary calculated fields using the Sum function now sum values across all levels of the hierarchy.  Previously, Sum only summed the data from the top level node. If you need to the field to use the previous behavior, use the SumImmediateChildren function to sum only data from the top level node.
April 18 Tasks 1726684132 Fixed. When viewing the Gantt chart in the Task list, the % complete values were missing on summary tasks. Now, all tasks in th Gantt chart display a % complete value.
April 18 Reports 1708394592 New. The Task Phase field is now available task field for reports.
April 18 Reports 1678190411 Improved. Pie charts now have date range controls in their variable settings.

April 8 (sandbox)

April 18 (production)

Reports 1724996529

New. Users can download a report definition as a .json file. That .json file can then be uploaded into a different PPM Pro instance, creating a new copy of the report.

Additionally, we added downloadable definitions to the recipes in the Report Cookbook

April 8 (sandbox)

April 18 (production)

Reports 1715156653 Fixed. In Task Gantt reports, all milestone icons were appearing as diamond-o. Now, the icons reflect the ones seen in the Task Gantt UI.

April 8 (sandbox)

April 18 (production)

Tasks 1649925674 Fixed. Users could not use the Spreadsheet Editor to edit tasks with anonymized owners. This no longer happens and tasks with anonymized owners can be edited.

April 8 (sandbox)

April 18 (production)

PPM Pro UI 1722511162 New. Question mark icons have been added to the list icons available in PPM Pro.

April 8 (sandbox)

April 18 (production)

Reports 1712482773 New. In List type reports, users can modify the font size, style, and color of container titles.

April 8 (sandbox)

April 18 (production)

PPM Pro UI 1725170590 New. We added an option to use 16 point font to the existing text font options.

April 8 (sandbox)

April 18 (production)

Reports

1705688331, 1700360409, 1705664021

Improved. Users can now configure conditional background colors in the following report types:

  • Gantt reports
  • Crosstab reports
  • List: Stacked reports

April 8 (sandbox)

April 18 (production)

Permissions 1714445521 Fixed. Some users with admin permissions were denied access to the Permissions Explorer. This issue only affected users who belong to a group that inherits its admin permissions from the Admin group. These users can now access the Permissions Explorer as expected.

April 8 (sandbox)

April 18 (production)

Timesheet Entries 1611602861, 1692545008

New. Timesheet entries are now a standard entity for calculated fields and can be used in new reports. This makes timesheet entry calculated fields from legacy reports available for use in new reports as well. 

April 8 (sandbox)

April 18 (production)

Reports, Dashboards 1711468420 New. Users can now export List, Crosstab, and Gantt reports, and Dashboards into PowerPoint. When exporting a report, the entire report will be exported onto a single slide. When exporting a Dashboard, each report in the dashboard will be exported onto its own slide.

April 8 (sandbox)

April 18 (production)

Reports 1715353313 Fixed. To prevent data from being duplicated in Crosstab reports, the Columns field is now a required field. Previously, it was optional.