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Planview Customer Success Center

What's New - April 2018

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 April 6
System released to sandbox environments April 13, 10 PM - 1 AM PT
System released to production environments April 20, 10 PM - 1 AM PT

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


  • 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.
  • You can request that beta features be enabled in your production environment by entering a support ticket.

New Feature Matrix 




For more information…

KPI Trend Report Source 

KPI Trend report source for reporting on the historical data for the fields configured on the KPI Data Collection admin UI.

Note: Includes ability to add Audit History reports to Dashboards. This feature is in beta in conjunction with the KPI Trend reports.

Beta Target - April 2018

Known Issues

How to Set Up KPI Trend Fields for Data Collection

Configure Key Performance Indicator (KPI) Trend Reports

Audit History Reports and Dashboards

OData feed Provides access to PPM Pro data across any warehouse, data lake, or business intelligence ecosystem that can consume OData feeds. Beta

This feature is an opt-in beta - it will NOT be available automatically in sandboxes. If you are interested in testing the beta OData feed, please contact

See OData Beta Setup for more information.

TLS 1.0 End of Life

PPM Pro will be discontinuing support for TLS 1.0 on June 15, 2018. 

  TLS 1.0 End of Life


Project-level Financial Entries 
  • Project-level management of forecasts and actuals, including expenses (cash outflow) and revenue (cash inflow)
  • Configurable using SSA
  • API support
  • (Coming in a later release: data import, reporting)


Beta Target - May 2018  
Intake 1.0 (aka Requests revamp)
  • Configure using self-service administration
  • New graphical, status-based card view
  • Ability to associate new and existing projects, tasks, and/or project logs
  • No support for approvals/gates yet

Will be available side-by-side current requests, no data migration.


Beta Target - Q2 2018  

Update 2

Release planned for Friday May 4, 2018 (pending QA approval)

Function Area ID Release Note Descriptions
Reports 1759140324 Fixed. Reports using the Portfolio category report sources now correctly return data from the top-level Related folders. Before, no data was being returned for fields in the top-level Related folders.
Reports 1758965140 Fixed. Reports that incorporate fields based on select lists render correct values. Previously, certain select lists showed no value.

Update 1 

Release planned for Friday April 27, 2018 (pending QA approval)

Function Area ID Release Note Descriptions
Import 1758977547
Fixed. The MSP task import feature works as expected. Previously a JSON error was thrown if the "Import task resource assignments" property was enabled.
Reports 1759106537
Fixed. Data labels now render as expected at the bottom of simple column chart reports.
Reports 1759023524 Fixed. When running a report based on the Audit History on a Project in a Project report source, you can successfully select a target project on which to run the report. Previously, data was returned for all projects, even if a target project was specified.
Reports 1758945167 Fixed. When creating an audit history report, the filter selection correctly shows filters for the category entity. Previously, filters for a virtual entity such as "Project Audit" or "Issue Audit" were shown as the entity, and did not produce expected results.

If you have reports or dashboards using filters based on these virtual entities, you will need to change the filter to a saved filter on the actual entity (for example, project, issue).
Reports 1759096436
Fixed. Duplicate records no longer appear in hierarchy list reports that are configured to skip a level. For example, reports that are configured to show level 1 and level 3 data (hiding level 2).
Reports 1759072666 Fixed. X-axis values are displayed on column charts.
SSA 1759106789

Fixed. When creating a field-level restriction, you can restrict the field to any standard group and project team members at the same time. As a result, the appropriate users will see the restricted field in reports. Previously, If you created this restriction, only the project owner could edit the restricted field and view it in reports. 


WS API 1759110747
Fixed. The UpdateEntity call can be used to update checkbox multiselect list values. Previously, the error message "Unable to set UDF <UDF name> with input value <value>" was returned.

Release Notes

Function Area ID Release Note Descriptions
Admin, Health, Project, Self Service 1758787624 Fixed. Edits to existing project heath profile mappings can be made as expected. Previously, an error was thrown after clicking the Edit button for an existing mapping.
Admin, User 1758915580 Fixed. After creating a user in the default state of Inactive, you can change the state to Active. Previously, a regression prevented you from changing the state from Inactive to Active.
Admin, User 1759017128 Fixed. (SSO users) When you create a user from Admin/Users, the password and password confirmation fields are grayed out as expected, and you can save the record. Previously, the Save button was not available.
Alert, Project


Fixed. The Enable/Disable project alerts button now works as expected. Previously, after disabling an alert, the corresponding check mark would reappear.
Attachment, Search 1758746160


Fixed. After using the global search feature (in the header bar) to search for attachments, users can click on attachments in the results and successfully navigate to the attachment. Previously, an error was thrown when the user clicked on the attachment link.
Dashboard 1758808152 Fixed. When viewing a Gantt chart report in a dashboard, you can change the filter (using the Change Filters menu option on the report) and the report window's Maximize and Minimize toggle will still be available. Previously, after changing the filter, the max/min buttons disappeared.
Filters 1758987912 New. Filters can be used multiple times within another filter. Previously, you could include a filter (nest) one time only.
Groups 1758871498 Improved. The "Teams/Group" link on the Home page has been renamed "Team" because the current user's group memberships do not appear on the page. To see list of the current user's group memberships, navigate to the user's Resource page (click the photo or identicon in upper-right corner of window) and then click the Groups link in the left navigation section.
Project, Resource Staffing 1758882819 Fixed. Roles filters are sticky on the project Staffing page. For example, if you toggle Roles Filter On and then select a role, such as Developer, the Staffing screen will reflect Developer allocations only - even after navigating away from the page and returning.
Reports 1758661917 Fixed. Sorting and grouping of resource planning reports now working as expected.
Reports 1758934910 New. Cost fields can now be aggregated in reports based on Timesheet Entries report sources. Previously, the option to aggregate was not available.
Reports 1758941939 New. The "% to Include" field can now be aggregated in reports that contain this standard field. Previously, the option to aggregate was not available.
Reports 1758948531 Fixed. Timesheet reports that filter on Project Status now correctly return entries from projects with the specified status. 
Requests 1758992899 Fixed. Request gate details are visible to gate reviewers/approvers. Previously, a regression was causing the request pop-up to render without displaying data.
Resource Staffing, UI 1758720348 Improved. Occasionally, concurrent editing of the Resource Staffing page results in an error being thrown. It is difficult to know exactly why the error is thrown, but we have updated the error message to provide some guidance and reassurance to the user: "The item you selected no longer exists. Please refresh the page and try again."
Scoring 1758977924 Fixed. Scoring profiles that are not in use can now be deleted.
Task 1758621821 Fixed - pending confirmation. The Home/Tasks page shows tasks the current user owns or is scheduled to, and that belong to projects whose implied status is not equal to Closed.

Please note that we have had trouble reproducing this problem internally, and apologize for the multiple attempts to fix. We hope this is the magic fix, but please let us know if you see tasks that do not meet the requirements described here.
UI 1758706406 Improved. The "Sandbox Environment" label that appears in the footer of the browser window has been made more obvious and easier to notice (provided you are in a sandbox environment). There is no label in a production environment.
UI, Usability 1758895352 Fixed. (Issue reported on IE only) The top-level navigation bar always shows the "carat" that displays the overflow menu (unless there is no overflow menu). Previously, the carat was disappearing after choosing a navigation option.
WS API 1758809993 New. When an invalid value is passed in the API to a drop down type field, the generic message that comes back stating that an invalid value has been passed to a UDF now also includes the UDF field name.