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Planview Customer Success Center

What's New - December 2019

Release Schedule

Note: Due to the end of year holidays, we will be releasing the December release of PPM Pro one week earlier.

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  29
System released to sandbox environments December 6
System released to production environments

December 13

Releases are deployed during the standard maintenance windows.


  • 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.
  • NO WEBINAR THIS MONTH - HOLIDAYS! 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 January 15th 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.

New Feature Matrix 




For more information…

Reports Revamp

Current functionality (Rolling beta)

  • Basic report topics and types, including new line, area, heat map, and spider charts
  • New reports List page with ad hoc filter and group by
  • WYSIWYG report designer with field search
  • Real-time preview of sample report output 
  • and more!


Beta - currently available in sandboxes only 

Known Issues

FAQs Reports Beta

Reporting - Then and Now

Reports Overview (Beta)

Using the Report Designer


Coming Soon

A couple of upcoming webinars ->

Requests Revamp End-to-End Demo (Dec 4)

Parkview Health: Prioritizing Project Investments with Strategic Work Intake (Dec 12) registration

Changes to Calculated Fields

In order to give users a better user experience, and to continue to tighten security for our customers, there will be some changes to calculated fields.

Starting in January the application will strictly adhere to the data type setting on the calculated field. Currently, if you had a field defined as one data type but were using it as another data type, we needed to do special processing with legacy reporting in order to make the field render correctly.

For example, a calculated field that uses FormatNumber should be defined as a string field, not a number field. This resulted in inconsistent behavior between fields in the UI and fields in reports.

See Functions for a list of functions and their correct data type. Some common misconfigurations are:

  • FormatDate function as Date instead of string
  • FormatNumber function as float/integer instead of string
  • Calc fields with View Type set to string instead of HTML

With regard to security, when HTML was used in the formula, but the calculated field was defined as a string (instead of using the HTML display type), we were not able to guarantee against cross-site scripting, even with Strict XSS Protection enabled.

Target - January 2020  

Release Notes

Function Area ID Release Note Description
PPA 927019850 Fixed. In certain cases, PPA filters were throwing a classCastException error; this has been resolved.
Requests 940160920 Fixed. The request Description fields now accepts up to 4000 characters. 

The following field names have been changed:

Elapsed Workflow Time -> Cumulative Gate Time
Elapsed Hold Time -> Cumulative Hold Time

The following field has been added: Current Hold Time

For a description of these fields, see Out-of-the-Box Request Fields.

Resource Workbench 921461418 New. The Find Demand feature can now return up to 50 results (projects). Previously up to 10 projects only could be returned.
Rich text editor 922017287 Fixed. Inserting links (Insert Link button) into the editor no longer throws an error.
Tasks 881775887 New. There is a new % Complete method called Task Manual (Duration) that calculates duration-based % complete for a task. This is similar to Task Manual (Weighted), but instead of using a manually entered relative weight value in the calculation, the duration in hours is used as the relative weight value.
Tasks 925666980 Fixed. Bulk copying tasks work as expected. Previously, an issue prevented the user from editing tasks at the end of the copy.
Tasks 932708221 New. Fields with a display type of HTML can be placed on the task grid.