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Planview Customer Success Center

What's New - November 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 November  2
System released to sandbox environments November 9, 10 PM - 1 AM PT
System released to production environments November 16, 10 PM - 1 AM PT

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

Note about the December 2018 Release

Since the third Friday of December (12/21) is the last business day before Christmas, we have shifted the December release schedule by one week to minimize any disruption during a time when many customers are away from the office and would rather focus on their families rather than on new PPM Pro features :)

  • Friday, November 30 -- Release Notes published
  • Friday, December 7 -- Release deployed to sandboxes 
  • Friday, December 14 -- Release deployed to production environments


  • 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. Please note that any issues you find will be handled during the normal development cycle. 

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…

Spreadsheet-Style Task Editor

Delivered in November (rolling beta)

  • Reconciliation guidance
  • Improved support for concurrent changes to the task plan made by multiple users

Delivered in October (rolling beta)

  • Ability to handle up to 500 tasks
  • Can enable in production environments on request

Delivered in September (rolling beta)

  • Keyboard and editing interaction like a spreadsheet, including Undo/Redo
  • Copy/paste to and from other spreadsheet tools, such as Excel and Google Sheets
  • Handles up to 250 of a project's tasks
  • Basic validation and correction handling

Coming later:

  • Additional reconciliation support
  • Concurrent editing


Known Issues

Using the Spreadsheet-Style Task Editor

New Requests! (aka Requests revamp)

This feature will be rolled out over the course of several releases ("rolling beta"). 

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.

Current functionality (rolling beta)

  • Scoring
  • Ability to edit tabs, if configured, other than Details when creating a request
  • Ability to report on associations - both directions
  • Ability to associate new and existing projects, tasks and issues
  • Ability to copy notes and attachments to associated entities
  • Request Gantt chart report
  • Request category-based permissions
  • Basic Reporting
  • Self-service administration for configuring request types
  • New graphical, status-based card view

Coming Later

  • Sequential Gates w/Single Approver
  • Notifications
  • Approval Logic
  • Advanced Gate Logic (routing)
  • Activity Log
  • API, Data Import

Known Issues

User Experience Inner Circle: New Requests  - Note that this was recorded earlier this year, and target dates have shifted

Setting Up Requests (SSA)


Coming Soon!  
Multi-currency Support

The ability to use multiple currencies allows team members, offices, and locations to easily digest project information and have visibility into costing and resources in a currency that makes sense to them. The active currency applies to all financial and/or monetary data, including money UDFs and calculated fields, billing and internal rate data.

  • Specify a currency on a project-by-project basis, as well as use an organization-wide default currency. 
  • Calculate currency value by applying conversion rate (entered manually) to default organization currency
  • Assign effective date ranges to currency exchange rates
  • Use different currency for role and resource rates using tables, or create a custom rate


Beta Target - Jan 2019  

Release Notes



Calculated Fields 1759814583 Fixed. The Related/Request and Related/Portfolio folders have been removed from the Project entity available fields list for configuring a calculated field.
Finances, Reports 1759892243 Fixed. Task reports configured to return financial entries associated with each task now return only the associated entries for each task. Previously, a regression caused all financial entries to be returned for each task - not just the entries associated with the specific task.
Filter 1759913132 Fixed. Project filters using Linked to Portfolio meta-data fields now return data, as expected.
Filter, Project 1759912657 Fixed. The "Is Team Member" project filter field is now working as expected. For example, you can use the filter to return all projects for which the specified user is a member.
Groups 1759205841 Fixed. Team user types, by definition, are not allowed to see cost fields. A regression several releases ago allowed the Team user to view cost fields. With the November release, the Team user will again be denied access to all cost fields.

If you want the Team user to continue to have access to cost fields, you can convert the Team user to Full user, and then use profile-based permissions to restrict the user's access to specific projects. You can now grant the full user access to the cost fields by putting the user in the Internal Cost Visibility group.

We expect that the Team user type will be used less and less due to the flexibility of profile permissions. You can now, for example, limit access to specific projects, or categories of projects, as well as a number of other variations. We recommend whenever possible to use a Full user type and configure with permissions.


Fixed. Rendering problems with the Role Utilization graphic on the Timeline Output tab have been resolved.
Project 1759684483 Fixed. The project bulk editor is working as expected. Previously, there was a problem for customers who had large numbers of UDFs.
Reports 1759889763 Fixed. Report output for reports based on the Financial Entries on Projects in a Division report source is now scoped to the specified division. Previously, reports were pulling in data from the entire organization, rather than the division.
Reports 1759904672 Fixed. Audit history reports can be filtered by UDFs and return data as expected.
Reports, Finance 1759751341 New. There is a new computed field called Total Child Actual Amount that provides the sum of all actuals for a forecast. This field is useful for timeline horizon reports that include totals for actuals at complete/to complete, by month. Note that this is a signed field.
Reports, Timesheet 1759721815 New. There are 2 new timesheet report sources that allow you to report on approved time as opposed to entered time:

• All Timesheet Entries, With Approval State, Summarized by Month
• All Timesheet Entries, With Approval State, Summarized by Timesheet Period
Resource Staffing 1759833600 Fixed. (Managed Staffing only) Staffing a resource with no associated role works as expected. Previously, if you tried to staff a resource who was not assigned a role, after selecting the resource the Staff Selected button was disabled, preventing the staffing.
Resource Staffing 1759859378 Improved. (Managed Staffing only) After clicking the link in a managed staffing notification, the system displays the single staffing request in a new tab. The "Resources" button in this view has been re-labelled "Staffing" to make it more clear to the user that clicking it will open the Resources/Staffing view
Resource, WS API 1759739061 Fixed. When using the updateEntity API to update a resource, the resource calendar is being updated as expected. Previously, updating the resource was not updating the resource calendar.
Task, Self Service 1759529304 Fixed. The "Approved By" field is now available on Admin/Setup/Tasks/Available Fields.
Timesheet, Task 1758942020

New. Currently, the Timesheet Setting "Allow users to view or edit hours to complete (HTC)" controls whether HTC automatically decreases based on actuals AND if the HTC field is displayed and editable on timesheet entries. We have heard from customers that this setting is a bit confusing/limiting, as some organizations want the automatic HTC adjustments but don't want to allows their users to edit the value, or the reverse.

We have broken the original setting into two settings:

  •  "Automatically adjust Task hours to complete (HTC) based on timesheet actuals" - Tells the system to automatically adjust HTC based on timesheet actuals WHETHER OR NOT the HTC is displayed in the UI. You can use this setting alone or in conjunction with the setting described below.
  • "Allow users to view and edit HTC on timesheet entries" - Displays the HTC on timesheet entries and allows users to edit. You can use this setting alone or in conjunction with the setting described above.
Timesheet, UI 1759786054 Fixed. In the My Final Approvals tab of Home/Timesheet Approvals, the Total Time graphic is now aggregating and formatting the time correctly. In addition, the extraneous tool tips that simply displayed the hours, with no associated type, have been removed.
Timesheet, Reports 1759861603 Fixed. Timesheet filters can again filter on the resource associated with the timesheet by resource name.
UI 1758643816 New. You can now modify the columns that appear on the grid of the modal/page for creating Associations. For example, navigate to a task and select its Associations tab. Open one of the association sections, like Issues/Risks and you'll see the gear icon. Click the gear icon to display the Configure Settings dialog, where you can add/remove fields, and move them up and down.
UI, Portfolio 1759876949 Fixed. Special characters in Portfolio titles are displayed correctly after switching to the portfolio chart view.
UI, Resource 1759448152
Fixed. The Change Layout feature of the bulk editor for the Resources list works as expected. You can add fields to the editor, or remove them, and reposition them.
User 1759919597 Fixed. When creating a user from a resource, the resource's email address is defaulted in as the user Login name.
WS API 1759278681 Fixed. Text entered through the UI via cut/paste will no longer cause errors due to illegal XML characters being copied into the text when retrieving through Web Service APIs.