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Planview Customer Success Center

What's New - June 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 June 1
System released to sandbox environments June 8, 10 PM - 1 AM PT
System released to production environments June 15, 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! Subscribe to Release Information Alerts and Webinars

Planview sends out status emails in advance of planned releases/updates. These alerts include the date and time window of the update, as well as a link to the release notes that include a list of the issues addressed in the update/release. To subscribe to these alerts, please go to and click the Subscribe button.

In addition, we hold a live product release webinar - typically 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. 

New Feature Matrix 




For more information…

New Requests! (aka Requests revamp)

This feature will be rolled out over the course of several releases ("rolling beta"). The Initial Features are part of the June release.

We will update this list every month to indicate when/what additional features will be included.

Legacy requests will continue to be supported for the foreseeable future. You can use legacy requests and new requests side-by-side while you set up the new requests to your liking. Since the new model is different from the legacy in several key ways, we are not planning an automated migration at this time.

Initial features

  • Configure using self-service administration
  • New graphical, status-based card view
  • Ability to associate new and existing projects
  • No support for approvals/gates yet

Coming Soon

  • Ability to copy notes and attachments to associated entities
  • Reporting

Coming Later

  • Ability to associate and map requests with tasks, issues
  • Gates
  • Approvals
  • Data import
  • API

Known Issues

Setting Up Requests (SSA)


Project Financials

(no change)

Initial features

  • Project-level management of forecasts and actuals, including expenses (cash outflow) and revenue (cash inflow)
  • Configurable using SSA
  • API support

Coming soon

We had originally hoped to deliver this second set of features with the June release. Due to concerns raised by our internal QA process, the following functionality has been re-targeted to July.

  • Data import
  • Rollups
  • Reporting
  • Calculated Fields
  • Filters


GA target - October

Known Issues

Setting Up Financials

Using Project Financial Entries

KPI Trend Report Source

(no change)

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.

(Added in May):

The Admin/Trend Fields page now includes a "Snapshot Start Date" field, the reflects the date of the first snapshot the field was/will be included in.


GA Target - July

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

(no change - see webinar registration link)

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

PPM Pro Solutions Consulting will be holding an OData webinar on July 10 - sign up now!


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

Minor WS API Update - August

The following WS API methods have "start" and "end" parameters that specify an interval of time for obtaining the history:

  • findEntityUpdateHistory
  • getDeleteHistory
  • getEntitiesByFilterUpdateHistory
  • getUpdateHistory
  • getUpdateHistoryForBasicAssociations

Though it has always been ambiguous to specify a date/time without timezone offset such as "2018-06-12T05:00:00" or "6/12/2018 5:00 PM" for these parameters, PPM Pro has consistently interpreted such times in the US/Pacific timezone (PST/PDT).  

Starting with the August release, calls to these methods that do not specify a timezone will resolve to UTC and the documentation will be updated to reflect that the timezone offset should always be specified. Planview strongly encourages the use of ISO-8601 zoned date/time formats such as "2018-06-12T18:30:00Z" or "2018-06-12T11:30:00-0700" when calling these methods to avoid any ambiguity. Some of these methods also provide a mechanism for supplying a date format. These mechanisms, while not as standardized as ISO-8601 formats, can also be used so long as a time zone is specified (e.g. 6/12/2018 11:30 AM PDT).

Release Notes

Function Area ID Release Note Descriptions
Dashboard 1759219972 New. List reports that span multiple pages within dashboards will repeat column headers on each printed page. Previously, column headers only appeared on first page.
Dashboard 1758103495 New. You can now rerun a published dashboard, provided you are logged in to PPM Pro. In addition, you can run a dashboard (published or unpublished) as the dashboard owner (if it is not you) or as yourself (the currently logged in user). These options let you refresh a dashboard and view its data according to the permissions of the owner or the current user (who may not be the owner).
Filter 1759187376 Fixed. After copying a filter, you can remove a group from the Visibility tab, while leaving the original filter shared to the group. Previously, if you removed a group from the copied filter's Visibility tab, the group was also removed from the original filter's Visibility tab.
Filter, Request 1758069923 Fixed. The standard request filter "+Requests I Can Approve" returns the correct number of records. Previously, not all qualified requests were returned.
Fixed Bid 1759157698 Fixed. Fixed bid invoice amounts are now saved as expected. Previously, if the project team had only one member, the amount was not saved if the value include a comma. Now, the amount is saved regardless of the number of team members, and whether or not the amount includes a comma.
Infrastructure 1745186330 New. To address repeated problems where an application server would need to be restarted due to a deadlock in a 3rd party cache used to maintain user permissions, that 3rd party cache has been replaced with a different technology.
Project 1759157781 Improved. We updated the wording for the Template Project droplist on the New Project Wizard to make it clear that selecting a template is optional and that system is not instructing "Do not use template Project"). New text is "(optional - select template Project)".
Project 1759195101 Fixed. Printing a Gantt chart that includes a project with no start or target dates works as expected. Previously, an error was thrown when printing a Gantt chart that included a project with no dates.
Project, Scoring, UI 1759017898 Fixed. When viewing a project that has scoring information, the Scoring section's View By option works as expected: the view is switched to the selected option. Previously, selecting a different View By option did not change the view.
Reports 1758717947 Fixed. Simple pie charts display different colors when the Category field is a lookup list. Previously, the pie slices rendered with the same color when a lookup list was used as the category field.
Reports 1759132953 Fixed. UDFs can be used in bubble chart reports. For example, an integer UDF can be used to size the bubble.
Reports 1759133159 Fixed. Labels for the Y axis on bubble charts now display as expected.
Reports 1759179515 Fixed. Removed Bubble Chart report menu option "Export CSV" because it is not supported for bubble charts.
Reports 1759193973 Fixed. When creating reports, the appropriate output icon(s) appears in the Reports list. Previously, after creating a report in one output and then creating different output types, the correct icons were not reflected in the grid.
Reports 1758981416 Improved. The report source "Resource Planning for Project Roles for a selected Portfolio" successfully produces a pie chart when the report definition uses a calculated field as the Category field. However, reports configured this way and based on the report source: "Resource Planning for Project Roles for a selected Portfolio and its Sub-Portfolios", still display "No data to display". For this release, be sure to use the Resource Planning for Project Roles for a selected Portfolio" report source if you need to use a calculated field as the Category field.
Reports 1759195126 Fixed. Text fields that include HTML formatting are rendered correctly in audit history reports. Previously, the HTML tags were appearing in the report output.
Reports, Dashboards


New. Relative date tokens are now available for reports and dashboards.
Reports, Performance 1759146776
Improved. Audit History reports on tasks in a project are now performant.
Reports, Timesheet 1759204897 Fixed. Exporting Timesheet Entry Reports that are grouped by timesheet period start date and set to summarize weekly works as expected. Previously, the exported data was grouped by month.
Timesheets 1759325093 Fixed. The menu options for Administrative time can be made inactive by going to Admin/Setup/Lookup Lists and unselecting the Active checkbox for the types you wish to de-activate. Once you have modified the list, you need to log out and log back in. Previously, the time types were re-activating themselves.
Search 1759195948 Improved. When searching in entity grid filters, the loading of results has been delayed to allow user input to be completed before refreshing the results. Previously, results were reloaded after every character.
Security 1758654074 New. Innotas is discontinuing support for TLS 1.0 with the June 15, 2018 release. For more information, see:
Self Service, Permissions 1759279137 Fixed. Depending on whether field-level restrictions involving the PMO team were configured before or after the restricted fields were added to the Detail page,  sometimes the PMO team members could not edit the restricted fields. This has been resolved - the order no longer affects the implementation of the restriction.