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Planview Customer Success Center

What's New - May 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 May 6
New features released to sandbox environments May 13
New features released to production environments May 20
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.


  • 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 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 May 11th 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.

Special Announcement



When we launched our new Reports feature, we also announced that Legacy Reports were going to be deprecated at some point. Now, in order to ease the ongoing transition to our new Reports, we have decided not to deprecate Legacy Reports. Instead, we are ending ongoing support for Legacy Reports. This means that we will not be addressing any bugs that arise in Legacy Reports or adding any new features or enhancements to it. You can continue to use Legacy Reports for as long as you need to, however, we strongly encourage you to make the transition to new Reports if you want access to our latest reporting features and support for bug fixes. To make the transition easier, you can use the report definitions in the Reports Cookbook to upload pre-made reports to your instance.



New Features Matrix





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


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

Coming Soon   Date  
Card View for other SSA Entities

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



Release Notes - Sorted by Release Date 


Release Date Function Area LeanKit card Release Note Description
June 10 Tasks 1747922911 New. In addition to our current support for exporting tasks to and importing tasks from Microsoft Project files, users can now import and export PPM Pro task data directly to XML. This method increases the reliability of imports and exports and maintains compatibility with Microsoft Project.
June 10 Dashboards 1702977845 Fixed. In some instances, numeric time series fields in Dashboards always displayed "0" for their values. This issue affected instances that had their Locale set to a region that uses commas as decimal marks. This issue is fixed and time series fields correctly diplay data regardless of the Locale setting.
May 27 Resource Workbench 1730635947 New. The Resource Utilization Pane in the Resource Workbench now has a option to view resource utilization in weekly intervals. Previously, data in this pane could only be viewed in monthly or quarterly intervals. 

May 13 (sandbox)

May 20 (production)

Reports 1726676505

New. Users now have new configuration options for column headers in the following report types:

  • List: Basic
  • List: Time Series
  • Gantt reports

The new configuration options are:

  • Column label text color
  • Column label background color (like List: Stacked)
  • Column font, style, and size

May 13 (sandbox)

May 20 (production)

Permissions 1734392847 Fixed. The expand/collapse icons in the permission hierarchy were not changing with the state of the tree. Clicking on the icons would still expand or collapse branches in the hierarchy as normal. Now, the expand/collapse icons correctly reflect the current state of the branch they control.

May 13 (sandbox)

May 20 (production)

Reports 1724856929

Fixed. Users were encountering an error when trying to drilldown into columns in Column: Basic reports. This no longer occurs.

May 13 (sandbox)

May 20 (production)

Reports 1663483160

New. The display tab in the report designer has a new option to Apply project % to include that appears when a numeric portfolio field is added to the report. The option is a checkbox that works like this:

  • When Checked: Project values in the portfolio are displayed and aggregated based on the % to include.
  • When Unchecked: Raw project values are displayed. Multiple instances of the same project in multiple portfolios are only counted once for aggregation.

May 13 (sandbox)

May 20 (production)

Reports 1657360676 Fixed (Mostly). When running a report with a filter and show hierarchy enabled, the report would display blank lines where the excluded row would be. Now, the blank lines are gone unless the report needs to display the children of an excluded row. In that case, the parent row is still shown as blank.

May 13 (sandbox)

May 20 (production)

Reports 1535446746 New. We added the capability to select how filtering on two or more entities will return results. For example, if you apply a filter on portfolios and another filter on projects within the portfolios, you can select whether you want results to meet Any or All of the criteria in the two filters.