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Planview Customer Success Center

What's New - August 2019

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 August 2
System released to sandbox environments August 9, 10 PM - 1 AM PT
System released to production environments

August 16, 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. Please note that any issues you find will be handled during the normal development cycle. 
  • 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.
  • 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 for the August 14th release webinar. 
  • Inner circles are offered as a way for our interested customers to collaborate with PPM Pro Product Management and each other, provide feedback on PPM Pro product capabilities, and guide new feature development. Click here for more information or to register.

Update 5

Release planned for Friday September 13, 2019, pending QA approval.

Function Area ID Release Note Description
Rates 897208619
Fixed. Can now assign newly created rate tables to resources and roles. Previously, some customers were getting an error when trying to assign a rate.
Timesheets 899634701 Fixed. Adding new values to the Administrative Time Type lookup list works as expected. Previously, an issue was preventing new list values from being displayed.

Update 4

Release planned for Friday September 6, 2019, pending QA approval.

Function Area ID Release Note Description
Expenses 895769798 Fixed. Can submit new expenses. Previously, in certain scenarios, an issue caused an error to be thrown when submitting an expense.
Expenses 896194385 Fixed. Expenses can be created in bulk as expected. Previously, selecting Menu > Bulk New resulted in an error.
Lookup Lists 894276547 Fixed. Can create and modify lookup lists and list values as expected. Previously, in certain scenarios, an issue caused an error to be thrown when editing newly-created lookup lists.

Update 3

Release planned for Friday August 30, 2019, pending QA approval.

Function Area ID Release Note Description
Access 890835176 Fixed. Users are no longer being randomly prompted to re-authenticate. Previously, users were reporting having to re-authenticate prior to session timeout.

Update 2

Release planned for Friday August 23, 2019, pending QA approval.

Function Area ID Release Note Description
Filters 888325743 Improved. The Is and Is Not operators are working as expected in most cases when used on multi-select fields.
Projects 862231299 Fixed. Baseline descriptions are saved as expected. Previously an issue caused the contents of the field to be discarded upon saving.
Projects 890258944 Fixed. Viewing allocation details/staffing works as expected. Previously, an issue caused the application to display role allocations across all projects the current user had permission to view (instead of just the for the current project).
Requests - new 888186242 Fixed. To help users distinguish between gates that have the same name across categories, the category name has been prefixed to the gate name in areas of the application where the user needs to choose a gate (<category name>: <gate name>). An issue caused this change to be applied to other areas of the product, such as the lane headings in the card view. This has been fixed.
Request (legacy) 889107855 Fixed. Home/Requests displays the correct list of requests for the current user. Previously an issue caused all requests that did not have an owner to be displayed for all users who have permission to see requests.
Timesheets 888481897 Fixed. Overdue timesheet approval alerts are sent to the correct approvers. Previously an issue was causing the alert to be sent to the Approver's approver and that approver's alternate approver, or not be sent at all.

Update 1

Release planned for Monday August 19, 2019.

Function Area ID Release Note Description
Internationalization 888198026 Fixed. All users can log in to PPM Pro, regardless of their locale preferences. An issue prevented users from logging in if they had locale preferences other than English, French, Spanish, Swedish, or German.
Requests (legacy) 888186242 Fixed. Legacy request IDs format properly. An issue caused a thousands separator to appear in the ID.


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"). 

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)

  • UI for API (Admin/WSAPI). This page displays the Request entity and the corresponding Fields link, which displays a list of all fields on a request that can be accessed using the API. Current API support for request creation only; submission happens via the UI.
  • Many fixed request issues! See Release Notes below for list of issues that were addressed for August. Note that we have been fixing issues in every release, but usage for the feature is so widespread that we decided to communicate the fixes in our monthly update.
  • Configure multiple approvers
  • Ability to map most fields (including pre-SSA lists) from requests to other entities. Support for mapping any human resource field to entity owner, as well as support for mapping a department list field on the request to a department field on a project.
  • Out-of-the- box filters
  • Ability to associate/create projects after request approval
  • Ability to copy categories, including gates
  • Sequential Gates
  • Single Approver
  • Approval notifications
  • Ability to disable "New" for legacy requests
  • 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

  • Advanced Gate Logic (gate skipping)
  • Activity Log
  • Data Import

Known Issues

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

Request FAQs - End User

Request FAQs - Admin, Setup

Setting Up Requests (SSA)

Creating Gates 

Configuring Gate Approvers

Gate Approval Examples, Videos

Gate Approval Example - Screenshots

Transitioning from Legacy to New Requests


PPM Pro - Projectplace Integration Phase 1

A new productized integration from PPM Pro to Projectplace projects and activities, replacing the former external integration. This new integration is event-based for real time updates and has greatly enhanced stability, reliability, and performance.

Please contact Customer Care if you are interested in this feature.


Before You Begin

Using PPM Pro and Projectplace

PPM Pro - LeanKit Integration Phase 1

Allows you to connect projects from PPM Pro to cards on a LeanKit board.

Interested customers who are already using LeanKit can submit a Support Case with Customer Care or contact PPM Pro Product Management.


Setting up the PPM Pro - LeanKit Integration (Beta)

Using PPM Pro and LeanKit (Beta)

TLS 1.1 - end of life

August 9 for Sandboxes

August 16 for Production

Many leading security researchers and the IETF have called for the end of life for TLS 1.0 and 1.1 due to the age of these protocols, their architectural weaknesses, and the increased security offered by TLS 1.2. PPM Pro ended support for TLS 1.0 last year and plans to end support for TLS 1.1 in August 2019.

We are not expecting any significant impact to end users from this change.  All major browsers currently support at least TLS 1.2. We have reached out to customers who were still using TLS 1.1 in integrations in preparation for this EOL announcement and those customers have made the necessary upgrades. Log analysis is showing that there has not been any customer activity on production or sandbox systems using TLS 1.1 since early May, 2019. Please contact customer care if you have any specific concerns or questions.

We are also closely monitoring the progress of TLS 1.3 and look forward to adding support once long-term support is available from our upstream providers (further communication will be provided once we know the exact timeline).

Coming Soon
October 2019 - deprecate task level expenses

Project-level financials was made generally available (GA) for all customers in October 2018. We will begin to enforce the transition away from task-level expenses on the year anniversary.

Phase 1 - October 2019: The ability to create new task level expense estimates will be disabled (New button removed). This will prevent the creation of new expense estimates.

Phase 2: The task level expense facility will remain visible but view only. This will allow you to run reports on historical data. We will leave this enabled until we are sure that there is no longer any need for this data.

As always, if you are already not using this feature and would like it removed so it doesn't confuse anyone, please enter a Customer Care Case and ask to disable the New button or the entire feature for your organization.

October 2019 Transitioning to Project-Level Expenses

Release Notes


Function Area ID Description
Alerts 878220321

Improved. Only fields that appear on a project or task's Details section are included in alerts message text (the Issue entity was addressed June). Previously, all default fields were included, even if a field was not used on the entity's Details.

Attachments 845461776 Fixed. (Chrome, IE only) Downloading attached files that have special characters in their filenames works as expected. Previously, an issue cause the downloaded title to be either blank (in IE) or an internal system name (Chrome).
Associations 833984694 Fixed. When deleting a portfolio, any project associations from that portfolio will be removed, regardless of whether the user has edit permission on the project(s). Previously, if the portfolio was deleted and the current user did not have edit permission on the associated project(s), the association was not deleted and the system threw an error when clicking on the Portfolios link from the project.
Calendars 858424912 Fixed. Any user type with "Can edit calendar" permission can edit their calendar. Previously, an issue allowed Time users to edit their calendar regardless of whether they had permission.
Data Import 878307258 Fixed. The Data Import facility now shows the Unit ID label when updating the unit hierarchy. Previously the Unit Title was listed as the required field, which was incorrect. 
Data Import, Units 878307412 Fixed. The Data Import facility accepts strings that include German characters. In particular, using the ß character in the Unit Manager name when importing hierarchy units works as expected. 
Filters 829897129 Fixed. When filtering project team members, the "Member: Is Not Terminated" filter field now works as expected. 
Financial Entries 876860371 Fixed. Editing contours for financial entries works as expected. Previously an issue caused contours outside of UI screen to be cleared  if any contour is edited.
Internationalization 873065303 Fixed. Corrected German-language translations on the login page.
Internationalization, Reports 876010464 Fixed. When incorporating color in charts, the colors remain the same when the locale is changed. For example, if you create a report in the English locale, the colors you configured will remain the same when you change the locale to German. Previously, an issue cause the chart colors to change when the locale was changed.
Lookup Lists 878124513 Fixed. Description text displays as hover text for list values. Previously, an issue prevented hover text to display if the list had over 25 values. 
Multi-select Lists various Improved. Handling of IDs and values in multi-select lists has been improved. Previously, an issue occasionally caused the display of a list item ID instead of the list item value. 
Performance, Units 876467074 Fixed. Circular relationships between units can no longer be created (unit has a parent unit that is a child of the original unit). 
Permissions 876007332 Improved. On the Admin/Permissions page, improved the permission Rules scope definition - the entity type now appears at the beginning of the scope text.
Portfolios 876013746 Fixed. The Customer Sequence field is no longer Mandatory on Portfolios. See Required vs Mandatory Fields.
Projects 876010872 Fixed. When using the Configure Columns feature on an entity grid (click the gear icon), the Restore Defaults function works as expected - even if the button is clicked multiple times the correct fields display and the order does not change (unless you click the Move buttons). 
Reports 878309481 New. PPM Pro now supports reporting on calendar events in Resource Planning report sources. A new field called "Effective Base Calendar" has been added to the Related/Resource folder. Two new folders have been added: Related/Calendar (fields Title and Description) and Children/Resource Calendar Events (fields Title, Type, Date). You can configure a report to show all the events for a resource in a given date range. See Calendar Events
Reports 879071837 Fixed. The sorting function is working as expected when reporting on portfolios. Previously an issue was causing the report to sort by list value ID instead of Title, and sometimes throw the error: "errorComparison method violates its general contract!"
Reports, Filters 871298214 Fixed. Project filters are working as expected in audit reports. Previously, an issue caused projects with non-matching values for the filter for the Phase and Status fields to appear in the report.
Reports, Staffing Requests 855049569

Fixed. The All Staffing Requests report source  now includes the following note fields:

  • Latest Note Date
  • Notes All
  • Notes Latest
  • Notes Latest Thread
Reports, Unit Hierarchy 878305465 Fixed. The Unit ID field has been added to the All Units report source. 
Requests - New 876016168 Fixed. Fields not shown at a particular gate will render report data when the request is at that gate. Previously, when the request was at the gate (but hidden) the report rendered an asterisk, but when the request moved to the next gate, the correct data was displayed. 
Requests - New 876014786 Fixed. When setting up Details in SSA for requests, fields can be added and removed to/from the Details panel as expected. Previously, in certain scenarios, an issue caused a nullPointerException error to be thrown when selecting a field or when removing the field from the Details panel.
Requests - New 876038767 Fixed. Requests with status of On Hold or New and that hide the Gate Status field on New are placed in the correct lane when grouping by Gate Status. Previously, if the Gate Status field was not displayed on New, requests that were On Hold or New were placed in the "None" lane. 
Requests - New 876040179 Fixed. User-defined lists that use PickList: All Resources can be used as the Group By field in the request Card View. Previously an issue caused the system to throw an error when attempting to select this UDF as the Group By field. 
Requests - New 877767088 Fixed. User-defined picklist fields work as expected when used with the Current Resource/All Active Users list. Previously an issue was preventing this list from rendering values. 
Requests - New 877771414 Improved. When editing a gate, the gate name is displayed in the modal's title bar. 
Requests - New 877773029 Fixed. A scrollbar appears when necessary in the Request Guidelines window. Previously there was no scroll bar and readers could not view all the content in the Guidelines. 
Requests - New 877773136 Fixed. Request Guidelines can be applied to gated or non-gated requests - the "Show request guidelines on New" checkbox has been moved above the gate configuration options in the Category modal. This means that if you configure guidelines in a gated request category, and then remove the gates, the guidelines will still appear (in a now gateless request category) until you disable the setting.
Requests - New 877777108 Improved. Per feedback from customers, users always expect the Save button on the bottom right and sometimes accidentally click Submit when they only wanted to Save. Now the modal will show "Save", "Save & Submit" and "Close"(non-gated) or "Save", "Save & Approve", "Other Actions" and "Close" (gated).   
Requests - New 877784251 Fixed. A submission confirmation dialog displays both after saving the request and then clicking Submit, or after clicking Submit directly (Save happens automatically). Previously the dialog appeared only if you saved the request first, then submitted. 
Requests - New 877784760 Improved. When filtering with the Current Gate field, the list of gates that appears are prefixed with the name of the category the gate belongs to (category name > gate name). Since gate names do not need to be unique across categories, this prefix allows users to distinguish which category/gate they want to filter by, 
Requests - New 877787113 Improved. Updated the message text in the alert sent to the requester after an approval to clarify that an approval happened, but the request is not necessarily fully approved. New text is:  Subject: Request received an approval at <gate title>  Body text: "The request below has received an approval at the <gate title> gate by <approver>. Note that additional approvals at this gate may still be needed before the request leaves this gate.
Requests - New 879095192 Fixed. Reports based on the All Requests reports source can be sorted by Current Gate as expected. 
Requests - New 879095397 Fixed. Request filters using the Assigned To and Primary Role filter fields work as expected.
Requests - New 879096422 Fixed. Creating (and associating) new projects from requests works as expected. Previously an issue was causing the system to time out when creating the new project. 
Timesheets 876013722 Fixed. Reports based on the All Timesheets report source and that include the Timesheet Note field can be exported successfully (all expected data is exported). Previously, an issue resulted in only 1 row of data in the export. 
WS API 878310554 Improved. When using the WS API to retrieve the alternate timesheet approver - from a project or a resource - the returned value is a string (Last, First) even though the UI says it expects a number. The descriptive text has been updated to be more clear that a string value is indeed the expected result. 
WS API 878318424 Fixed. Hierarchy Units and the new Request entity have been added to the list of supported entities and their fields on Admin/WS API.