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Planview Customer Success Center

What's New - March 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 March  1
System released to sandbox environments March 8, 10 PM - 1 AM PT
System released to production environments

March 15, 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. Registration link coming soon! 
  • 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…

Multi-Currency Support

Current functionality (rolling beta)

  • Data Import
  • Rollups
  • Create currency tables to add different currencies to your environment
  • Ability to enter/update exchanges rates
  • Assign effective date ranges to currency exchange rates
  • Calculate currency value based on effective dates of exchange rates
  • Configure projects to use currency other than the Organization currency
  • Configure internal rates for roles/resources to use currency other than the Organization currency.

Getting Started and Known Issues

Multi-Currency Overview

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)

  • 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

  • Approval Logic (multiple and various approvers)
  • Advanced Gate Logic (gate skipping)
  • 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)

Creating Gates 

Transitioning from Legacy to New Requests



Based on unexpected impacts uncovered in the sandbox release, we have decided to delay this update.



View an example of the original WSDL vs the updated WSDL.
Enable Cross Site Scripting Protection

Enabling system-wide protection on non-rich text fields - such as Title or any non-HTML UDF string fields - in all sandbox environments. The Strict XSS Protection setting in Admin/Organization/Info will still control rich text fields.

Beta (on sandboxes only)  
Coming Soon
Customer Webinar: Using LeanKit with PPM Pro



March 27 Register here!

Release Notes

Function Area ID Release Note Descriptions
Capacity & Demand 774926456 Fixed. Consistent fonts are used in number fields. Previously an issue was causing different fonts/sizes to render in number fields.
Filters 793890405 Fixed. Filters using the "Is Team Member" filter field works as expected. Previously, an issue was causing the results to differ depending the order of the criteria. For example, if you were checking to see if Jane Doe and Mark Smith were team members, the results differed if Mark was listed prior to Jane.
PPA 790766308 Fixed. The label/text at the bottom of the PPA Timeline tab is now legible and not overwritten by the utilization columns. Previously a formatting problem was causing this text to be unreadable. Text says: "Striped area indicates external utilization."
PPA   New. When exporting a PPA scenario to Excel, the Scorecard details (including optimization suggestions) are included in the Report Details tab, and the included/excluded projects are placed in a new sheet in the spreadsheet.
Project 794577715 New. The "Unit" field has been added to the project entity's available fields. This field is a droplist of of units configured in your organization's unit hierarchy. This is useful for reporting or grouping projects, where you want a single unit for a given project.
Project 777319453 Fixed. The order in which you remove a task owner and the corresponding project team member (same user as task owner) is irrelevant: you can remove the task owner first, then remove the team member, or remove the team member first and then delete/replace the task owner. Previously, if you removed the project team member first and then removed the task owner (same user as the deleted team member), the system threw an error.
Project, UI 805061111 Fixed. The project Details section renders as expected after opening a project and clicking the Details link. Previously, an issue caused the section to render slowly and display a blank screen.
Project Staffing 776709705 Fixed. The hover text for the "Harvey Balls" in the Staff Resource dialog no longer shows the <br /> markup.
Reports, Financials, Performance 807535962 Fixed. Improved performance on reporting fields including: Opex Rate, Capitalized Rate, Total Cost, Total Actual Cost, Total Forecast Cost, Total Demand Cost. 
Reports, KPI 795469055 Fixed. KPI reports can be run successfully at the project level.
Requests (Legacy) 777870278 Fixed. Reports configured to sort on a related (legacy) request metadata fields from the Related Fields folder works as expected. Previously, an issue prevented the correct sort results when sorting on a related legacy request field.
Resource workbench 774706970 Fixed. The Configure Settings modal (from the gear icon) is available even when the Resource Workbench displays no records (perhaps a filter has suppressed all records). Previously, an issued caused the Configure Settings modal to be disabled if no records were displayed in the workbench.
SSA 795101801 Fixed. User-defined list fields correctly display a blank line or the text "None" to allow the user to leave the field blank. Previously, an issue caused the list to display "-1" instead of "None" or blank.
SSA, Financial Entries 802149229 Fixed. When configuring fields for financial entries, you can make a field restricted by clicking the Restricted radio button and completing the configuration. You can also change a field from Restricted to Unrestricted. Previously, an issue caused an error to be thrown after clicking the Restricted radio button.
Timesheet 800261971 Fixed. Timesheet reports that use a filter based on the Division Title return expected results. Previously, timesheet reports using a Division Title filter returned no results.
UI 800039475 Fixed. Grids displaying SSA-enabled entities (those which can be configured with self-service admin, such as projects, new requests, tasks, issues, portfolios) show active categories only. Previously, the Categories droplists on entity grids allowed the user to select inactive categories (that had no associated entity) in addition to active categories.
UI, Time Management 804395850 Fixed. Improved performance when loading Organization/Manage Time & Expense/Resource Time.