What's New - October 2018
Note: Due to issues discovered in the sandbox release that affect the ability to update projects in certain scenarios, we have decided to hold the production release for one week for further testing. The new production release date is targeted for 10/26/18.
Click here for an overview of the PPM Pro release process.
The table below lists this month's product release dates.
|Release Notes published||October 5|
|System released to sandbox environments||October 12, 10 PM - 1 AM PT|
|Sandbox Update released||October 19, 10 PM - 1 AM PT|
|System released to production environments||October 26, 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.
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 https://status.planview.com/ 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.
Release planned for Friday November 2, 2018, pending QA approval
|Function Area||ID||Release Note Description|
Fixed: Customers can delete UDFs and calculated fields, and Customer Care can create new non-SSA fields. Previously, an error was thrown.
New Feature Matrix
For more information…
|Enhanced T&E User!||
The Time & Expense user will now be able to view tasks and issues on their Home page.
By default, users can view/edit Tasks/Issues they own - minus a few fields that require additional permission (Project > Edit > Tasks).
|Target - October|
Spreadsheet-Style Task Editor
Delivered in October (rolling beta)
Delivered in September (rolling beta)
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.
User Experience Inner Circle: New Requests - Note that this was recorded earlier this year, and target dates have shifted
Support for project-level expenses and revenue tracking
Using Project Financial Entries
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.
|Beta Target - Jan 2019|
|Function Area||ID||Release Note Descriptions|
|Admin, UI, Groups||1759663428||New. A "Description" field is now available for the Admin/Groups page. You can use this field to document the nature of any custom group. You can add the field by using the header menu to add the Description column.|
Fixed. Calculated fields are not supported for audit reporting entity types. The UI displayed "audit" reporting entities such as "project audit" in the list of available entities when creating calculated fields.
Unfortunately, this motivated some users to attempt to build calculated field on audit entities, only to find they returned no data. We have removed the audit entity option from the Select Entity dialog when creating a calculated field. Sorry for the inconvenience.
|Calculated Fields, Reports, Scoring||1759503613||Improved. When using calculated fields in reports that reference scoring values, total report run time has been decreased.|
|Dashboard||1759814955||Fixed. The titles of reports included in dashboards are displaying fully. Previously, an issue was causing the titles to be truncated.|
|Fixed. Gantt charts that are contained in published dashboards have the same report options as unpublished Gantt charts, such as Export to PDF and Resize options. Previously, these options were missing from the menu in published dashboards.|
|Fixed. Clicking a chart in a published dashboard will not prompt for re-authentication (provided the dashboard is not configured to require authentication). Previously, when a user logged out after publishing the dashboard and then logged back into PPM Pro, the re-authentication message appeared after the user clicked a bar/pie slice in the chart to view details.|
|Expenses, UI||1759661018||Fixed. Clicking the "Go" button on Organization/Manage Time & Expense/Resource Expenses works as expected. Previously, after clicking this button an additional set of navigation links appeared in the left nav.|
|Finances||1759668247||New. The "Actual Revenue" field has been added to the list of Available Fields for projects. It shows the sum of all financial inflows.|
|Issue, Permissions||1759750809||Fixed. The "Visibility" field has been removed from the Issue (Project Log) entity. The field no longer performed any function (replaced by profile permissions) and was confusing.|
|Permissions||1759721504||New. Unit managers can be any user type or a non-terminated resource. Previously, Unit Managers were required to be full users. Note that if you assign a non-user to be a unit manager, any permission profile that used the Unit Manager rule would no longer apply.|
|PPA||1759549196||Fixed. After creating and running a PPA scenario, Labor Cost value is now calculated correctly when effective dating is being used. The value is being computed as a weighted average over the scenario planning horizon.|
|Project||1759807742||Fixed. Cost Budget and Revenue Budget task fields now accept input and can be saved.|
|Project, Permissions||1759652353||Fixed. Users with Project > Edit permissions can use the bulk editor to edit. Previously, a defect resulted in requiring the Create permissions in order to edit.|
|Project, UI||1595599947||New. You can now create descriptions for lookup list values that are displayed when you hover your cursor over the value. Enter the description text in the new Description field on Admin/Lookup Lists.|
New. You can now report on associated entities. Associated entities are included in the Children folder of the "parent" entity. For example, if you want to report on a project's associated entities, you would include fields from project's Children folders such as Children/Portfolios or Children/Hierarchy Units. Similarly, for reporting on task's associations, you might use fields from the task's Children/Requests or Children/Issues folders.
See Reporting on Associations for more information.
|Fixed. Lookup list colors respected in KPI trend reports, including after exporting to Excel.|
|Reports||1759560880||Fixed. If a report definition for a Gantt chart configures a Display Name to use instead of the fields name, the Display Name is rendered as expected. Previously, the value for the Display Name was ignored, and the field name used.|
|Fixed. Grouping by a checkbox field now includes totals for negative (non-checked) values in addition to totals for the positive (checked) values (which is the way grouping with regular Yes/No booleans works). Previously, reports grouped by a checkbox returned totals for positive values (records with the check mark) only.|
|Fixed. After configuring and running a project or task Gantt chart, if the user interactively changes the sort order, the next time the report is run it will reset to the sort order configured in the report definition.|
|Reports, Calculated Fields||1759693393||Fixed. Calculated fields that are configured with a non-string data type will render data, even if the formula specifies a format function such as FormatNumber. Previously, data would not render if the field type was something other than string.|
|Reports, Task, UI||1759417323||Fixed. Grouping tasks in Gantt chart reports working as expected.|
|Request, Self Service||1759649281||Fixed. Field restrictions that use at least one group and 'everyone else' are now working as expected.|
|Resource Staffing||1759693118||Improved. When a user attempts to change the role of an allocation to which time is already charged, an appropriate error message is displayed, and the user is prevented from changing the role. Previously, an error message appeared, but the role change appeared to be successful until the user refreshed the browser, at which point the original role is displayed.|
|Resource Staffing, Project, UI||1759694095||Fixed. (Managed Staffing only) When viewing request details, the Route To field now reflects the correct information. Previously this field was displaying the End Date.|
|Self Service||1759304007||Fixed. When configuring a required field in the Self-Service Admin facility (SSA), the system no longer throws an error when you click the "Field is Required" checkbox.|
|Self Service||1759697236||Fixed. You can now successfully configure a field restriction on the Relative Weight field (used with the Weighted % Complete method). Previously the system threw an error if a user clicked a restricted Relative Weight field.|
|Self Service, UI||1759663351||New. You can add the Description field to the Available Fields grids - select the field from the column header menu.|
Improved. An illegal state exception error will no longer be thrown when submitting timesheets. If a timesheet entry has become invalid between when it was created and when it was submitted, an improved error message will be displayed.
|WS API||1759617429||New. The Last Task Modified By field is now available in web service calls.|