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Planview Customer Success Center

What's New - September 2018

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 September  7
System released to sandbox environments September 14, 10 PM - 1 AM PT
System released to production environments September 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. 

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 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. 

Update 1

Release planned for Friday Sept 28, 2018, pending QA approval

Function Area ID Release Note Descriptions
Dashboards 1759538829

Issue: Dashboards published on a schedule are throwing an error when trying to retrieve data through the OData service. Manually published dashboards are working correctly. This will be fixed in the update release.

Workaround: Manually publish

Projects 1759799965

Issue: If only one project category is configured, when creating a project directly (not using a template), the fields on the second (Details) page of the project wizard do not appear. This will be fixed in the update release.

Workaround: There are two workarounds for this issue:

  1. Create your project from a template.
  2. Create a second category for projects.

Both of these workarounds will allow you to successfully create a project.


Requests 1759774699

Issue: If the new requests feature has been enabled, existing requests users cannot login. This will be fixed in the update release.

Workaround: Turn off new requests.

New Feature Matrix 




For more information…

Spreadsheet-Style Task Editor

Delivered in September

  • Keyboard and editing interaction like a spreadsheet, including Undo/Redo
  • Copy/paste to and from other spreadsheet tools, such as Excel and Google Sheets
  • Handles up to 250 of a project's tasks
  • Basic validation and correction handling

Coming later:

  • Ability to handle larger numbers of tasks
  • Additional reconciliation support
  • Concurrent editing


Note: This feature is not yet available for use in production environments.

Known Issues

Using the Spreadsheet-Style Task Editor

New Requests! (aka Requests revamp)

This feature will be rolled out over the course of several releases ("rolling beta"). The Initial Features are part of the June release.

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.

Delivered in September

  • Ability to associate and create tasks and issues
  • Ability to copy notes and attachments to tasks and issues
  • Request Gantt chart

Delivered in August

  • Fixes for Known Issues

Delivered in July

  • Ability to copy notes and attachments to associated entities (currently projects)
  • Request category-based permissions
  • Reporting

Delivered in June

  • Configure using self-service administration
  • New graphical, status-based card view
  • Ability to associate new and existing projects
  • No support for approvals/gates yet

Coming Later

  • Gates
  • Approvals
  • Data import
  • API
  • Scoring

Known Issues

Setting Up Requests (SSA)



Project Financials

The following project report field names have been changed:

  • Actual Cost > Total Actual Cost
  • Actual Cost (Cap)- Total Actual Cost (Cap)
  • Actual Cost (Non Cap) - Total Actual Cost (Non Cap)
  • Total Cost - Total Forecast Cost
  • Estimated Cost - Total Estimated Cost
  • Estimated Cost (Cap) - Total Estimated Cost (Cap)
  • Estimated Cost (Non Cap) - Total Estimated Cost (Non Cap)

The following task-based entity names have been changed:

  • Material Estimate - Task Material Estimate
  • Expense Entry - Task Expense Entry

The report source names reflect these changes.


Delivered in September

  • Re-labeled signed report fields: Actual Amounts (Signed), Forecast Amounts (Signed).
  • Added new report field: Actuals Amount (No Rollup). Use this field for reports where you don't want to show totals for Actuals on the Forecast row. Will also show positive values on all report output types.
  • Fixes for Known Issues

Delivered in August

Delivered in July

  • Data import
  • Rollups
  • Reporting
  • Calculated Fields based on Financial Entry entities
  • Alerts
  • Ability to copy forecasts when using a project template

Beta (current)

GA target - October

Known Issues

Setting Up Financials

Using Project Financial Entries

Financial Reporting Fields

Coming Soon!  
Multi-currency Support

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.

  • Specify a currency on a project-by-project basis, as well as use an organization-wide default currency. 
  • Calculate currency value by applying conversion rate (entered manually) to default organization currency
  • Assign effective date ranges to currency exchange rates
  • Use different currency for role and resource rates using tables, or create a custom rate


Beta Target - Q4 2018  
Enhanced T&E User!

The Time & Expense user will be able to view tasks and issues on their Home page.

  • Home/Tasks will display tasks they own or are scheduled to
  • Home/Issues will display issue they own

By default, users can view/edit Tasks/Issues they own - minus a few fields that require additional permission (Project > Edit > Tasks).

Target - October  

Release Notes

Function Area


Release Note Descriptions



Improved. A rich-text editor is now used for creating customer dashboard notification message, providing additional formatting options.



Fixed. Published project dashboards can be re-run as expected. Previously, an error was thrown when attempting to re-run the published dashboard.

Dashboard, Permissions


Fixed. Users can access published dashboards as expected. Previously, some users received an error saying they did not have appropriate permissions.



Fixed. Users can charge expenses to project to which they have been scheduled. A regression was allowing users to charge expenses to any project, regardless of whether they were scheduled to a task.



Fixed. Users can log expenses only on projects where they are scheduled to a task.



Fixed. You can create a filter for task schedules. Previously the system threw an error upon saving a task schedule filter.



New. Financial Entry attachments are displayed in the project/Attachments section, in addition to the entry's Attachments tab.



Fixed. Clicking on a portfolio in Chart view displays the portfolio Details.

Portfolio, Reports


New. The Parent Portfolio ID field has been added to portfolio report sources.



Fixed. The count for project Status Comments now displays the correct value.

Publishing, Dashboard


Fixed. After re-running a published dashboard, the Export to Excel option remains available.



Fixed. Default and Reverse Default sort order now work as expected when sorting a report on a lookup list.



Fixed. In Gantt reports that use the Show % Complete property, the percent value is formatted correctly in the hover text shown when hovering over a bar. Previously the value was formatted as a decimal (0.3077 vs 30.77%).

Resource Staffing


Fixed. (Centralized Staffing) The Designated Staffer can be edited/cleared. Previously, the field was re-populating to the previous value after the user attempted to edit the field.

Resource Staffing, Permissions


Fixed. Users without edit permission on the project Settings section can edit the Staffing screen settings (provided they have project Edit > Staffing permission. Previously the system threw an error when users without Edit > Settings permission clicked the Settings icon on the Staffing screen.



Fixed. The project hyperlinks on the report generated from the Admin/Setup/Scoring/Scoring Profile page (click the Print button) are working as expected (live).



Fixed. Scoring criteria can be edited as expected.



Improved. The GDPR anonymization feature now obfuscates the resource photo.



Fixed. Users can enter Administrative time.



Fixed. UDF drop-list fields work correctly - values can be selected and saved in rendered projects. Additionally, selecting these fields in the self-serve admin facility no longer throws an error.