What's New - August 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 | August 5 |
New features released to sandbox environments | August 12 |
New features released to production environments | August 19 |
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.
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 August 10th 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… |
|
---|---|---|---|---|
Card View for other SSA Entities Unlike previous beta releases, this feature is available to production environments. If you want to enable this feature, see Card View Setup (Beta). |
Rolling beta highlights The primary goal of this feature is to provide users with a "Card View" alternative to the standard entity grids. The first entities receiving a card view are Projects, Tasks, and Project Logs/Issues.
|
Beta - June 2022 |
||
Coming Soon | Date | |||
PPM Pro - Projectplace Integration V2 If you wish to enable this feature in your environment in September, enter a support case requesting to do so. |
Highlights PPMPro-Projectplace V2 integration will allow for either PPM Pro or Projectplace to take ownership of the Plan and WBS in a Project/Workspace.
|
Beta - Target September 2022 |
Release Notes - Sorted by Release Date
Release Date | Function Area | LeanKit card | Release Note Description |
---|---|---|---|
August 31 | Financial Summary | 1797218995 | Fixed. At times, financial summary roll-ups were not working as expected when project structure was modified. The total budget, actual, and forecast fields would display zero instead of their actual values. This no longer happens. |
August 31 | Reports | 1783294821 | Fixed. Trend date fields were not being exported in the correct format. Trend reports now export dates using the user's selected date format. |
August 31 | Reports | 1793803681 | Fixed. Users were encountering errors while previewing KPI trend reports that had user-defined list fields. Now, trend reports with user-defined list fields can be successfully previewed. |
August 19 | Reports | 1782181542 | Fixed. Trend fields based on lookup lists were not correctly displaying the lookup list colors. Now, they do. |
August 19 | Admin | 1784864197 | Fixed. When lookup lists were configured with a Diamond icon, that icon was actually displaying as a Square icon. This no longer occurs. |
August 19 | Reports | 1787732809 | Fixed. The milestone Color By setting in the Gantt report settings was displaying the wrong phase title. It was displaying the project phase instead of the task phase. Now, the setting displays the correct phase title. |
August 12 (sandbox) August 19 (production) |
Financial Summary | 1778838690 | Improved. Additional option to differentiate between merging and replacing financial summary structures was added. |
August 12 (sandbox) August 19 (production) |
Dashboards | 1764563779 | Fixed. In certain cases, dashboards that were scoped/run at the Project Overview could not be deleted. This no longer happens. |
August 12 (sandbox) August 19 (production) |
Filters |
1785702187 | Improved. Error was displaying when hovering on filter in dashboard component. An informative message is now displayed indicating the filter has been deleted and how to remove. |
August 12 (sandbox) August 19 (production) |
Tasks | 1733522778 | Fixed. The hover hint for Task Project Linked to Portfolio incorrectly referenced "issue" instead of "task". This has been corrected. |
August 12 (sandbox) August 19 (production) |
Admin | 1771474695 | Fixed. In Admin-->Setup, when setting up restricted fields on text boxes, if there was formatting on the Default Value, the formatting was lost and HTML was showing instead. This has been corrected. |
August 12 (sandbox) August 19 (production) |
Card View - Tasks | 1774534346 | Fixed. Previously, you were able to Group By Scheduled Resources in the Task Card View. Since task schedules are a one to many relationship, this grouping did not make sense, and has been removed. |
August 12 (sandbox) August 19 (production) |
Staffing | 1765012222 | Fixed. Project Staffing was not display all Resources when viewing a large list. Now all Staffing Assignments show properly. |
August 12 (sandbox) August 19 (production) |
SSA | 1685561178 | Improved. Tooltip specifying that a default value is needed for an SSA field now displays correct message. |
August 12 (sandbox) August 19 (production) |
Managed Staffing | 1692787482 |
Fixed. 'Click to View' links on the Resource Managed Staffing page now work properly. Previously, clicking on them did nothing. |
August 12 (sandbox) August 19 (production) |
Organization | 1693998456 | Fixed. Sorting was not working under Organization Finance References for the Title column. This column now sorts properly. |
August 12 (sandbox) August 19 (production) |
Reports | 1774708402 | Fixed. When exporting reports to Excel, the special character for Tabular Line feed was causing an error in the Excel file. This special character is now removed for export and the error no longer occurs. |
August 12 (sandbox) August 19 (production) |
Projects | 1772496558 | Fixed. In Financial Summary, if a field was defined to use capitalization for Staffing costs, CapEx and OpEx were not displaying correctly when the project was in Task-Planning mode. This no longer happens. |
August 12 (sandbox) August 19 (production) |
Resources Admin |
1617701256 |
Fixed. Changing country or locale was displaying the date formatting on the Resource Workbench in the wrong format. This no longer happens. |
August 12 (sandbox) August 19 (production) |
API | 1745500448 | Fixed. SOAP Request allocateFinancialEntryContour resulted in Entry From Date being greater than Entry To Date in certain cases. This no longer happens. |