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Planview Customer Success Center

What's New - August 2017

Release Schedule

Click here for an overview of the Innotas release process. 

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

What When
Release Notes published August 4
System released to sandbox environments August 11, 10 PM - 1 AM PT
System released to production environments August 18, 10 PM - 1 AM PT

Releases are deployed during the standard maintenance windows, which are Fridays, 10 PM PT - 1 AM PT.

Announcement: Date Change for September Release

The table below lists September's product release dates. This is a temporary change; the October release will follow the standard schedule, as described above.

What When
Release Notes published September 8
System released to sandbox environments September 15, 10 PM - 1 AM PT
System released to production environments September 22 10 PM - 1 AM PT

Releases are deployed during the standard maintenance windows, which are Fridays, 10 PM PT - 1 AM PT.


  • Instructions for creating a custom report that replicates the retired 190 report can be found here: Custom 190 Report
  • Features that are ready will enter GA status in the first month's release of each calendar quarter: January, April, July, October. There will be an occasional variance from this schedule. You can enter a support request to move a beta feature into your production environment.

New Feature Matrix 




For more information…

Profile-based Permissions for Projects

- The ability to migrate is enabled (not active) in all environments. This means you will see a yellow note in Admin/Permissions that describes how you can migrate to profile-based project permissions. Nothing will change automatically. You can decide when to activate (up to October 2017).

- Mandatory cut-over: October 2017
We would like all customers to plan to migrate to the new permissions model between July and October. It will be better for Innotas and customers if the majority of customers DO NOT wait until October to make this change.

- Remember, you can practice migrating in your sandbox.

- Remember, you can revert the migration at least through October - even in your production environment.

- Click here for list of known issues

New features in August:

The Department (sometimes called Program) field will no longer appear on the first page of the New Project Wizard. If you want to require a department, add the field just as you would any other field in SSA, and make it required, and optionally show on new.


Using Profile-Based Permissions for Projects

Using the Permissions Explorer

Migration Guide

Notes for API Users

Additional Features/Updates with June Release

Support for Multiple Grid Views

(no change)

- Ability to create and save different grid layouts, or views, for all entities that support categories

- Enabled in sandboxes

- Available on request in production (enter support ticket)


GA - October

See Customizing the List Contents by Category

Filter-based Groups 

(no change)

- Ability to populate groups with the results of a resource filter.

- Enabled in sandboxes

- Available on request in production (enter support ticket)


GA - October

See Creating Filter-based Groups

Improved Printing from Entity Grids 

(moved to GA)

- Ability to choose columns, print to PDF, as well as repeating headers

- Supported on all entity grids except dashboards and reports

- Enabled in sandboxes and production

GA - August

See Printing Entity List Pages
Strict XSS Protection

- New field on Admin/Organization/Info 

- Disabled by default

- When enabled, supports basic HTML sanitization


GA - October

Organization Info documentation

Announcement: Strict XSS Protection


Project-level Financial Entries   Beta target - December
Profile-based Permissions for Resources   Beta target - November
KPI Data Collection Configuration UI  Provides ability for administrators to identify the trend fields to collect data for. This will be ready in advance of reporting capabilities in order to collect data to report on. Beta target - October

Release Notes

Function Area ID Release Notes Descriptions
Access 1757597962 New. New security measure to prevent against brute-force password/username guessing. After five failed attempts to log in to Innotas with the same username, or 10 failed attempts to log in with any username, a browser CAPTCHA popup will be displayed.
Alert 1595818387 Fixed. Request users that are assigned to project teams no longer receive task and issue alerts. Request users cannot access those entities.
Alert 1745207483 Improved. The "Disable Email" setting on Resource Info has been renamed "Disable Alerts" to better match the functionality.
Calendars 1595481373 Fixed. When creating projects and resources, only active calendars are presented as options for the Base Calendar field.

1757729671 1757722801 1757730156

Improved. Some users are seeing duplicate dashboard entries on their Dashboard list page. We are still investigating a full fix - this release fixes the problem for most users, but not all. The complete fix will be delivered as soon as possible.

Data Dictionary 1522894555 Fixed. Data dictionary updates to project "Issues" label replaces all occurrences of the label, including the project section (left nav).
Filter,Resource 1757728484 Fixed. The "+My Resources (All)" filter now returns resources who are part of the current user's organization (all direct reports (Immediate Supervisor or Unit Manager) and their direct reports, and so on).
Finances 1757793763 Fixed. When assigning a rate table during resource creation, the selected rate table is applied.
Project 1745242099 Improved. If a user does not have permission to delete the selected projects, the Delete menu option will not be active. Previously you could select Delete, but were subsequently presented with a message telling you that you do not have delete permission.
Project 1745267896 1745136337 1757686482  Fixed. Project estimated hours are shown correctly in Details tab and in Reports. The Estimated hours are displayed correctly for individual tasks in Reports and Details tab.
Project 1757735375 Fixed. Users who do no have permission to delete projects will not see the Delete option in the menu.
Project,Resource Staffing 1595396561 1595396584 1595778589 Fixed. On the project Staffing screen, the Total Hours column can be resized separately from the splitter bar. Previously, the interaction between the splitter column and the Total Hours field prevented resizing of the field.
Project,Resource Staffing 1745141229 1745141185 Fixed. On the project Staffing page, the interval remains at the current year after the monthly interval is set when the user navigates away from the page or logs out/in. Currently, the year reverts back to the project Start Date each time the user logs in. Note that the state will not be maintained after clearing local settings.
Reports 589601326 Improved. The Gantt chart report now includes a color legend.
Reports 1595656330 522243265 581213110 1594945136 1745217031 Fixed. Column headers repeat on multi-page reports.
Reports 1595696832 New. When configuring a report, the color/icon coding for available fields is maintained when the field is selected for the report - in other words, the annotations appear with the fields in the Select Fields list.
Reports 1594640697 Improved. The indent amount rendered using the Title (Indent) report field has been increased to provide a more readable layout.
Reports 1757634373 Fixed. Cost Forecast Variance is calculated correctly in project Labor/Non-Labor reports.
Reports 1757721982 Fixed. (Applies to environments with profile-based permissions enabled.) Fields used to group/sum data can successfully be hidden in report output.
Reports 1757729696 Fixed. When configuring Gantt reports, the "Show % Complete Based On" field supports standard and custom percent fields. Previously, only standard fields were available for use.
Request 1595255662 Fixed. Links from the Prefix field on a request type now work as expected. Previously, clicking the link on a new request threw an error.


Fixed. Creating a project from a request works as expected, regardless of whether the Select Alternate Target setting is set to Yes or No.
Resource 1757703234 Fixed. The Show History dialog for the Resource Info page shows the resource name, rather than the resource title.
Resource,Finances 1745263407 New. Legacy rate history can be found by clicking the Details link near the Last Modified Date on the resource Info page (relevant to users who were customers pre-April 2017). In addition, the Edit Rates dialog for assigning rate tables/custom rates now includes 2 additional fields: Last Modified By and Last Modified Date.
Self Service 1595650000 Fixed. Using SSA to configure project Checkbox fields now works as expected when creating restrictions. Previously, the UI would get into a state that required user input but the screen did not allow it.
Self Service 1757597676

New. A Search field has been added to the SSA Available Fields lists. This allows you to quickly locate fields by Title in a long list.

Task 592536671 Improved. The Settings dialogs for the Tasks lists has been updated to support locking columns (in no-scrolling section).
Task 1757722775 Fixed. The "Is Capitalized" property is settable on Summary Tasks only. Previously, a regression allowed the property to be set on leaf tasks.
Timesheet 1595728287 New. When creating timesheet entries, users can now click the task "Quick-view card" to see the start/target dates for the task.
Timesheet 1757626860 Fixed. Timesheet alerts sent to CCd Alternate Timesheet Approver, for both schedule-based and on-user-action alerts.
Timesheet 1757627811 1757667371 New. There is a new timesheet setting that allows customers to configure the default timesheet to display upon login: the current timesheet, or the oldest unsubmitted timesheet (up to thee timesheet periods in the past). This option can be set by clicking on the timesheet Settings icon.
UI 1595274480 Fixed. User-defined date fields on entity grids can be edited on the grid as well as the Details panel, provided the user has edit permission.
UI 1745294860 Fixed. The Export to Excel option appears on the Actions menus of entity grids only - it has been removed from the right-click (context) menu.
Usability 1595818746 Fixed. The keyboard Delete function is disabled when the keyboard focus is not in the main UI grid - for example, the members list on the Groups page. Previously the user could delete an entity inadvertently.
Usability 1745204933 New. The font size when printing entity details has been increased to 11 pt.
Usability 1757611654 Fixed. User-defined list fields associated with a filter will now indicate when the current value is invalid and display the current value. Previously, the field on grids/details just showed as blank; now it shows the actual value, but if editable, will highlight that value as invalid.
User,Import 1757688808 Fixed. T&E and Request users can no longer be imported as Timesheet Approvers or Expense Approvers.
What If 1745228231 Fixed. When you select Book Resource in the What If Workbench, you are now presented with a list of resources from which to pick. Once you select a resource, the UI text will reflect the name of the selected resource (Book Selected Resource: Rose, Jennifer).
WS API 1745090112 New. When creating (inserting) new projects using the API, you can now assign a scoring profile to the resulting project.