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Planview Customer Success Center

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.

  • Configure which entities support card view
  • Control how cards will appear per category and which fields display on the card

Beta - June 2022

Card View Setup (Beta)

Working with the Card View (Beta)

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. 

  • Auto-mapped fields
  • Ability to switch system of control on both PPM Pro and Projectplace
  • Projectplace Cards displayed in PPM Pro
    • Auto-mapped fields Read-Only
    • PPM Pro UDF's can be added
    • Time can be logged against Cards in PPM Pro

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
Reports
Dashboards

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.