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Planview Customer Success Center

What's New - October 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 October 6
New features released to sandbox environments October 14
New features released to production environments October 21
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 October 19th 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.



To maintain security in PPMPro, users will not be able to sign in to PPMPro from unsupported browsers. If you are not already doing so, please access PPMPro from one of the browsers we support.


New Features Matrix





For more information…

Card View for other SSA Entities

Card View provides an alternative to the standard entity grids. The first entities receiving a card view are Projects, Tasks, and Project Logs/Issues.

  • In this release, users can set a secondary Group By on their lanes wherever Card View is available. This will allow users to do things like view Requests grouped by their current Gate while subgrouped by Priority.

Generally Available

Card View Setup

Working with the Card View

PPM Pro - ProjectPlace Integration V2

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


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


ProjectPlace - PPMPro Integration V2 (Beta) - FAQs

ProjectPlace - PPM Pro Integration V2 (Beta) - Known Issues


Release Notes - Sorted by Release Date 


Release Date Function Area AgilePlace card Release Note Description
November 4 Card View 1826883400 Fixed. To prevent user confusion when loading a large number of cards, we added a loading indicator to the Card View.
November 4 PPMPro-AgilePlace Integration 1797121981 Fixed. In PPMPro-AgilePlace integrations, there were edge cases that prevented custom list fields created in AgilePlace from being automatically recreated in PPMPro. Now, these edge cases are handled and new custom list fields created in AgilePlace will appear in PPMPro.
October 21 Reports 1817463805 Fixed. In Gantt reports on Projects, when showing milestones with tasks, hovering over a milestone task will show its % complete as blank. Now, the % complete field is hidden for these types of tasks to prevent confusion.

October 14 (sandbox)

October 21 (production)

PPMPro - ProjectPlace Integration V2 1809987141 Fixed. ProjectPlace Synced Cards no longer change the parent task's Duration and Dates (Start Target and Complete date)

October 14 (sandbox)

October 21 (production)

Reports 1731449836 Fixed. Finance Entry Actual Amount (Time Series) field correctly displays Monthly Value. Previously it was displaying Total Value.

October 14 (sandbox)

October 21 (production)

PPMPro - AgilePlace Integration 1679383393, 1728211503 Fixed. Changing a task's category to a category synced to AgilePlace now creates a linked card for that task in AgilePlace.

October 14 (sandbox)

October 21 (production)

Financial Entries 1696235490 Fixed. We fixed an inconsistency in the behavior of fields used as Forecast and Actual in Financial Entries. If the same field is used for both, making a field required in Forecast Details, no longer automatically makes the field be required for Actual Details.

October 14 (sandbox)

October 21 (production)

Projects 1810884676 Improved. Performance has been improved when the Net Present Value (NPV) field is part of the Projects grid.