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Planview Customer Success Center

What's New - May 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 May 4
System released to sandbox environments May 11, 10 PM - 1 AM PT
System released to production environments May 18, 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.

Starting with the May release we will be offering 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…

Project Financials
  • 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)



Known Issues

Setting Up Financials

Using Project Financial Entries

GDPR Support

As required starting May 25, 2018, PPM Pro can satisfy requests to anonymize personal data used by and stored in the PPM Pro system. There are 3 ways to satisfy these requests:

1. Combination of written guidance for manually anonymizing personal information reflected in user interface elements, and a Tier 3 request to anonymize artifacts deeper in the system, such as history and logs.

2. A product feature that when enabled will automatically anonymize a resource when their termination date is set to a date prior to the current date. This takes care not only of UI elements, but also artifacts at deeper levels of the application, such as history tables and logs. 

3. A product feature that when enabled can be used in an ad-hoc manner to anonymize resource data of selected resources whose termination date is prior to the current date. For example, you might set a termination date 2 weeks in the future - in this scenario you will need to use the ad-hoc method to anonymize after the termination date passes.

Opt-in for automatic features (enter support ticket)

General Data Protection Regulation (GDPR)
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.


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


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 - June 2018  

Update 2

Release planned for Wednesday May 30, 2018

Function Area ID Release Note Descriptions
Reports 1759278921 Fixed. List reports based on Portfolio and Sub Portfolio report sources for any entity and that are configured to report only on the related folder metadata (no fields from top-level folder) now return results.
Reports 1759279554 Fixed. Charts reports based on Portfolio and Sub Portfolio report sources for any entity and that use the Prorate option now return expected results.
Reports 1759279636 Fixed. Chart reports based on Portfolio report sources for any entity and that use the Prorate option now return expected results.

Update 1

Release planned for Friday May 25, 2018 (pending QA approval)

Function Area ID Release Note Descriptions
Issue, UI 1759243007 Fixed. When creating or editing a project log (issue), changes to the Problem Resolution field are saved as expected. Previously, changes to the Problem Resolution fields were not being save along with other changes.
Performance 1759241138 Improved. Entity grids (project, issue/project log, portfolio, for example) with large numbers of rows are rendering in several seconds. Previously these large grids were taking up to a minute to render. Note that the symptoms of this issue were resolved or substantially improved Monday, May 21 around 11:00 AM PDT by operations tuning.
Reports 1759240596 Fixed. Actuals reporting on resource planning reports are now reported correctly. This issue was addressed Tuesday, May 22.
Reports 1759240522 Fixed. Portfolio reports now correctly return title of the selected portfolio, rather than the title of the parent portfolio.
Timesheets 1759240622 Fixed. The Timesheet Approvals/At PM Approval tab now lists all timesheets awaiting PM approval. This issue was addressed on Tuesday, May 22.
WSAPI 1759242881 Fixed. WSAPI insertEntity calls for users are now inserting new users as expected. Previously, a fault such as "Processing Value Pairs: Unable to overwrite field with 123456789.  Value entered is invalid." was returned after issuing the API call.

Release Notes

Function Area ID Release Notes Descriptions
Admin, User 1758928418 New. Names of terminated users on Admin/Users are now rendered with a strikethrough.
Calculated Fields 1758710098 Fixed. The floatover Help text for various functions in the calculated fields Formula Editor has been corrected (previously the explanations and the examples were reversed).
Dashboard 1759113001 Fixed. When configuring dashboard components, the modal for selecting a filter now supports searching for a filter title. Previously, you could enter text in the search field, but it did not actually perform the search.
Dashboard, Filter 1759080018 Fixed. Filters applied to dashboards are now saved. Previously, after closing and reopening the Components tab, the filters were not persisted.
Expenses, Permissions 1758885203
Fixed. To enter expenses on Home/Expenses, users must be scheduled to a task on the project (in addition to other requirements that can be found in the documentation). Previously, this requirement was not being enforced.
Finances 1757894940 New. There is a new setting on the Organization/Finances/Settings page called "Allow internal rates to be edited up to <N> days in the past", that allows you to specify how many days (1-365) in the past that internal rates can be modified. The default is 90 days (which used to be the hard limit).
Import, Task 1758787156 Improved. The new MSP Import dialog has resolved issues that had been reported on the previous version of this feature. For example, an error is no longer thrown when attempting to import a MSP file that needs to have a resource mapped manually.
Import, Task, Staffing 1759097239 Fixed. You can now use Admin/Data Import to update Task Schedules for tasks that belong to projects whose Resource Planning Mode = Task.
Internationalization 1758981532 Fixed. The To and From dates in the project Gantt Settings dialog respect the current locale preferences. Previously, the dates always reflected the US locale format.
Manage T&E, Timesheet 1759023597 Fixed. The time manager can use the New > Entries from Browse/Search to add Administrative time entries to users' timesheets. Previously, adding administrative entries threw an error.
Project 1758924909 Fixed. When creating projects from templates, the "Allow % Capitalization of Allocations" property/setting is carried over to the target project. Previously, this setting was not copied to the target project.
Reports 1758953701 Fixed. Column headers are rendering on all pages of an exported List report.
Reports 1759098046 Fixed. Reports based on the All Projects with Financials report source now compute correct values for the Hours: Estimated Margin and Hours: Estimated Remaining Margin Previously, the values in these fields were being doubled.
Reports 1758522039
Improved. Report fields based on multi-select lists can only render selected values in reports - not colors or icons. To prevent any confusion, the Display Data As and Export Data/Color report options have been removed for multi-select fields.
Reports 1758794923 Fixed. Reports based on the Resource Planning by Resource Allocations report source that include the Actual % field now render data for that field. Previously, the Actual % field returned 0.00%,
Reports 1758909616 Fixed. Project dependencies are rendered in reports configured to include them. Previously, after configuring an All Project with Financials report with project title as the level 1 element and project dependencies (from child folder) as level 2, the child data was not included.
Reports, Permissions 1759049364 Fixed. Users with correct edit permissions on a report can add or remove users directly on the report team tab using the Add or Remove button. Previously, users could modify the report team from the Reports list page only by selecting the report and choosing the Bulk Add Team Member or Bulk Remove Team Member menu option.
Reports, Timesheet 1759037226 Fixed. Reports based on the "All Timesheet Entries Summarized by Timesheet Period" report source can successfully incorporate filters based on "Time Type". Previously, that report/filter combination produced no data and generated errors in the log.
Request 1758422031 Fixed. Inactive users no longer appear in the Current Resource/Active User picklist.
Resource Staffing 1758914079 Fixed. (Centralized Staffing only) The Resource/Staffing grid remains aligned after adding a note to a staffing request. Previously, (intermittently) after adding a note, some values appeared in the wrong columns.
SSA 1759116012 Fixed. When creating a new project, fields that are restricted to project team members in SSA can be edited because the user is now considered to be a member of the project team (even before the project is saved). Previously, if the restriction was based on the project team, the fields could not be edited because the creator was not considered part of the team until the project was saved.
Search 1758075493 Fixed. The global search returns requests based on fields configured in the Request Searchable Fields in Admin/Setup. Previously, requests were not being returned by the search facility, even though they existed in the system.


Improved. The Copy Tasks feature now limits the number of tasks that can be created during one copy session to 1000. For example, if you select 100 tasks to copy, and select 100 tasks under which to copy the tasks, you will be presented with a dialog that explains you are trying to create 10,000 new tasks, which exceeds the limit of 1000. You will need to reconfigure the copy dialog to copy the 100 tasks to 10 tasks at most. You can repeat the copy operation to get all 10,000 tasks created. Note that we recommend limiting the number of tasks per project to 1000.

Note a supporting change: the Copy Tasks modal has a new setting: "Copy to more than one parent task". By default, you can select only one task under which to copy the selected tasks. If you want to copy the selected tasks to multiple parents, click the "Copy to more than one parent task" checkbox to enable you to select multiple tasks from the list below.

Timesheet 1758813706 Fixed. When configuring a timesheet alert that uses the "time manager unsubmits timesheet" action, the alert will remain configured with that action after editing. Previously, when opening the alert for editing, the "when field" reverted to the "resource unsubmits timecard" action.
Timesheet 1758947591 Fixed. On Home/Timesheet Approvals, the note icon appears in the Info column for a timesheet only if there is at least a note on one entry in that timesheet period.
Timesheet 1758928112 Fixed. Time Managers can load previous entries for users' timesheet and the entries are returned based on timesheet filters as applied to the timesheet owner. Previously, the filters were applied to the Time Manager.
UDF, Request 1758909773 Fixed. Oversized string text box request UDFs can be mapped to the task Description field - contents will be truncated at 4000 characters, but the item will be created. Previously, the system threw an error when attempting the mapping and the item was not created.
User 1758954463 Fixed. The bulk editor can be used to update and clear fields in the Admin/Users grid. Previously, bulk changes made to fields in the grid could not be saved.
WS API, Timesheet 1759123290 Fixed. You can now update Admin time with the WSAPI updateTimesheetEntries call. Previously, a null pointer exception was thrown for Admin time updates.