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Planview Customer Success Center

What's New - June 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 June  7
System released to sandbox environments June 14, 10 PM - 1 AM PT
System released to production environments

June 21, 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 June 19th 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 1

Release planned for Friday June 28, pending QA approval.

Function Area ID Release Note Description
Calculated Fields 859192545 Fixed. The GetRelatedEntityValue function is working as expected in calculated fields. Previously, an issue was causing this procedure to throw an exception.

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)

  • 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
  • UI for API (Admin/WSAPI)
  • 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


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).

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.

Current - Beta

Setting up the PPM Pro - LeanKit Integration (Beta)

Using PPM Pro and LeanKit (Beta)

Coming Soon
PPM Pro - Projectplace Integration Phase 1 Provides 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. July 2019  
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 Release Note Description
Alerts 770440037 Fixed. Only fields that appear on an entity's Details section are included in alerts message text. Previously, all default fields were included, even if a field was not used on the entity's Details.
Bulk Editing 856136354 Fixed. (IE users only) Bulk editing fields does not place any extraneous characters into text box fields. Previously, an issue was causing "<br>" markup to overwrite existing data in text box fields when other fields in the editor (not the text box fields) were edited. Users may have inadvertently saved these changes to the text box fields (meaning existing data was overwritten and the field is blanked out). If you find that you are missing data in a text field, you can copy/paste the previous data from the field's History.
Fields 834727638 Fixed. User-defined integer and float fields can now display negative numbers. Previously, integer and float UDFs rendered Null when negative values were entered.
Filters 814280476 Fixed. Boolean calculated fields return expected records when used in filters with an "is No" condition. Previously, an issue prevented results to be returned when a boolean calculated field was used in a filter with the "is No" condition.
Financial Entries 833766832 New. Two standard fields have been added to the Task entity:
  • Associated Forecasts - Sums all of the material estimates for a task and all of its associated inflow and outflow forecast financial Entries (signed value).
  • Associated Actuals - Sums all of the actuals (timesheet entries) charged to the task plus all of its associated inflow and outflow actuals finance entries (signed value).

Allows reporting on forecasts and actuals at the task level.

Help 827128794 Fixed. The Help/Download Help menu option now downloads a PDF containing up to 50 topics. Sorry this was out of commission for a few releases.
Lists 841637916 Fixed. After displaying picklist values by clicking the ellipsis control, the hover-text for picklist values displays the Description of the value. Previously, an issue was causing lookup lists with a large number of values (>100) to display the item Title in the hover text instead of the Description.
Multi-select lists 849879024 Fixed. Calculated fields can successfully reference a user-defined multi-select list field that points to the All Resources select list - the resource names will be displayed. Previously, an issue with multi-select lists resulted in the list values rendering as resource IDs. 
PPA 818147380 Fixed. Adding or removing PPA Grouping fields works as expected. Previously, an issue was causing the system to throw an error after adding a Grouping field when configuring a PPA scenario.
Reports 814624954 Fixed. When creating a report using Target: Portfolio, Category: Portfolio, and Report Source: All Direct Child Portfolios of a Portfolio, the available fields (for any report output) are listed under the Sub-portfolio folder. Previously, an issue was preventing the fields from being available at the sub-portfolio level.
Reports 837637999 Fixed. UDF dates, standard dates, and calculated date fields display data correctly in KPI reports. Previously, an issue was preventing the display of UDF date fields.
Reports 797224612 Fixed. In reports using the All Projects in a Portfolio and its Sub Portfolios report source, sorting based on user-defined lists works as expected. Previously, sorting on a user-defined lookup list did not produce the correct result.
Reports 835939055
Fixed. Reports based on the All Baseline Details on a Project report source render correct data for existing baselines and current values. Previously, an issue caused the report to include current baseline values only.
Reports 848067877 Fixed. Using a text field for sorting or grouping does not cause any unexpected results when exporting the report to Excel. Previously, an issue caused HTML markup to appear in text field cell of the exported document, instead of the value, when that field was used for grouping.
Reports, OData 847029450 Fixed. When line breaks are entered in rich text fields, they'll be included in OData feeds. In the May release, they were stripped out.
Requests (legacy) 842849634 Fixed. Calculated fields based on the request Owner field render as expected on the request Details and in reports.
Resources, Units 829903743 Fixed. When deleting a resource who happens to be a unit manager, the resource will be removed as unit manager (Unit Manager field will be empty). Previously, the deleted resource would still show as the Unit Manager.
Spreadsheet editor 835204770 Fixed. Saving after a row has been created or edited returns the user to the current row where the editing/creating was done (does not bounce to the top).
Staffing 839578882 Fixed. When internal rates are configured to show their titles on the project Staffing page, and if the title itself is a number, the correct string value is displayed. Previously, and issue caused the title - if a number - to be displayed as a decimal instead of a string.
Tasks 833664543 Fixed. Adding the Relative Weight field to task Details works as expected. Previously, adding this field in SSA resulted in an exception, and attempting to select the field in the Details section cause the page to spin and never render.
Timesheets 809797110 Improved. If a user tries to pin an entry for a task whose project completion date is before the timesheet start date, then an informational message is displayed that explains that the entry cannot be pinned under these circumstances. Previously, trying to pin a task under these circumstances resulted in an error.
UI 837779205

New. A "Newsletters" link has been added to the Help menu. This link takes you to the CSC where you can view a list of PPM Pro Customer Newsletters for the current year. Please check it out!

What If 813012255 Fixed. Changing filters on What if scenarios works as expected. Previously, an issue was causing an internal error to appear after changing the filter after a few runs.
What If 791378122 Fixed. After running a What If scenario and viewing the Demand vs Capacity chart, the total hours for each role match the total on the All Roles Chart. Previously, the total hours for each role did not match the total on the All Roles Chart.