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Planview Customer Success Center

What's New - January 2020

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 January  3
System released to sandbox environments January 10
System released to production environments

January 17

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.
  • 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.


Release planned for Friday January 31, 2020, pending QA approval.

Function Area ID Release Note Description
Access   Improved. Better handling of certain transactions that were causing interrmittent 500-type errors to occur.
Dashboards 889628175 Fixed. Dashboard expiration alerts being sent as expected.
Notes, Status Comments 962927214 Improved. Notes and Status Comments now accepts 1M bytes, plain text, includes spaces, line returns. Previously, these fields were limited to 4000 characters, which was preventing common actions such as pasting in text, because the (small) size limit had been exceeded.
Rich text editor 963125218 Fixed. Descriptions can be updated without loss of data, as expected. Previously, description fields that had ordered lists lost data upon saving.

New Feature Matrix 




For more information…

Reports Revamp

Current functionality (Rolling beta)

  • Several bug fixes (see Known Issues)
  • 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


WS API calls using getEntityFields 

Part of an ongoing effort to make our field types consistent. When using getEntityFields, Description fields for all entities will be returned with a fieldTypeId = 12 for text box instead of 1 for string. This will only affect integrations that are parsing out fieldTypeId as part of the integration.

Support for Chromium-based Edge Browser Effective January 15, PPM Pro will add the latest version of Microsoft Edge (Chromium-based) to the list of supported browsers, coinciding with the GA release of Microsoft Edge. The latest versions of Chrome and Firefox, as well as Internet Explorer 11, will continue to be supported as well. Chromium-based Edge offers several speed and security advantages over Internet Explorer 11 and while we have no firm timetable for end-of-life for IE11, we hope that Chromium-based Edge offers customers a supported path to move to a modern browser. Note that this applies to Chromium-based Edge released on or after January 15 only. Edge Classic will not be formally supported, though it's thought to generally work with PPM Pro.
See and
Coming Soon
Ability to use beta (revamped) reports in production environments Currently the new (revamped, beta) reports is turned on in sandboxes. Soon (target is February), they can be turned on by request in production environments. Once available, please enter a support case if you wish to enable in production.  Target - February 2020  
Multiple assignees for project logs (issues/risks)

Ability to assign multiple resources to project logs, granting owner permissions to assigned users (including Time users), as well as prepares for phase 2 integrations with LeanKit and Projectplace.

Target - February 2020  
Calculated Fields: Do the Right Thing!

Currently, PPM Pro loosely enforces the data type setting used to configure a calculated field, resulting in inconsistent behavior between fields in the UI and fields in reports. Click here for more information.

In a future release, the application will strictly adhere to the data type setting on the calculated field. This stricter enforcement is part of a larger infrastructure effort, and as such the date is for this change has not yet been set. We will update the release notes when we have more information.

Target - February 2020 Calculated Fields: Do the Right Thing!

Release Notes

Function Area ID Release Note Descriptions
Groups 942430797 Improved. In scenarios where a user inadvertently creates a nested filter-based group, error handling has been improved to ensure performance is not severely impacted. Previously this kind of mis-configuration resulted in extreme performance issues.
Internal Rates, Internationalization 947954430 Fixed. Editing a rate table while the user preferences are set to the German locale works as expected. Previously, an issue was causing the rate table entry to be set to inactive after making an edit while the user preferences were set to the German locale.
PPA   Fixed. PPA now includes project financial data as well as task-level expenses and role demand cost in its scenario optimizations. Previously PPA was looking only at role demand and task-level expenses, which has been recently deprecated.
Permissions 946719165 Fixed. Stakeholder users with the appropriate permissions can drill down from reports to view the Project Logs sections of projects.
Portfolios, Projects 938184418 Fixed. Associating a project with a portfolio works as expected. Previously, an issue prevented the list of projects to display.
Project, Tasks 943129919 Fixed. Copying a task into a project works as expected - you can select the target project Title from a list, and the Title is formatted correctly. Previously, an issue was causing the project Description text to appear in the project Title and resulted in garbled text.
Projects, UI 943142668 Fixed. Columns that are configured as locked remain locked after refreshing the projects List grid.
Reports 927412161 Fixed. When using the special character '&' in Description field text of a report, the character renders correctly on the Reports list. Previously, an issue was causing the character to render as '&'.
Reports, Projects 943842163 Fixed. Using the report source All Baseline Details on a Project with the option to 'Include current Values' includes the current values. Previously, an issue caused the current values to be blank, even if the 'Include current Values' option was selected.
Requests 922777083 Fixed. Low-level error message no longer appears in the hover tool tip for request fields that are not editable.
Requests 786485919 Fixed. The correct count value (number in parenthesis that indicates the number of items in a section) now displays. Previously, an issue intermittently caused the count to be (0) when in fact there was at least one item. The count updated after entering the section.
Requests 940302086 Fixed. When copying a request that has one or more associated items, such as notes, attachments, or associations, the count for the relevant items is correct on the copied request. For example, if you copy a request that has 3 notes, the new request will show (3) in the Notes tab.
Requests 937510912 Fixed. For gated requests, if you clear a field that was required for submission/moving to the next gate, you can still place the request On Hold or Reject it. Previously, if a field required for submission/moving to the next gate was cleared, no actions were available.
Requests 942310330 Fixed. Searching for a project's 'Associated Request ids' is 'All' works as expected - returns a list of titles of associated requests. Previously an issue caused a list of associated project titles to display, instead of request titles.
Requests 936163255
Fixed. Request fields that are used in approval criteria cannot be deleted. A new 'Gate' section now appears in the View References dialog and records any fields (including calculated fields) used in gate criteria. Previously if a field was not used on a request form, but was used in approval criteria, the field could be deleted, resulting in an error.
Requests 942342843 Improved. The request Description field can contain up to 4000 characters.
Requests - Legacy 950042831 Fixed. After creating an item from a request, the name of the new item appears in the Item column in the Request list as expected. Previously an issue was causing the ID of the item to display, rather than the Title.
Requests, Filters 942536233 Fixed. The Request ID is now available as a filter field.
Requests, List 939631381 Fixed. Request list fields based on PickList: Resource / Active User work as expected. Previously, an issue was causing an 'invalid value' warning to appear when selecting a value from the list.
Reports 927424810 Fixed. Searching on reports that include an '&' in the search string will return results as expected.
Status Comments 931952487 Fixed. Cutting and pasting text from one status comment into another works as expected. Previously an issue was causing the background color to be set to white after pasting in the text.
Tasks 934805274 Improved. Bulk scheduling resources to a large number of tasks performs faster.
Tasks 792156766 Fixed. Task estimated/scheduled hours are calculated correctly when a zero day duration task spans multiple days - one of which is a non-working day. Previously, an issue caused this scenario to double the task estimated and scheduled hours.
Tasks  907300793 Fixed. When using the Manual Percent Complete method with manual tasks, when a task has a complete date, the value of the % Complete field is 100%. If the Complete Date is removed, then the % Complete field returns to whatever value it was set to before the Complete Date was added (so either a previous value or a value of 0 if no previous value existed). Previously, when the Complete Date was removed, the % Complete value remained at 100%.
Tasks   New. In the project Tasks section, the Actions menu now has a "Spreadsheet Edit" option for invoking the spreadsheet-style editor (in addition to the icon that toggles).
Tasks, Filters 927525248 Fixed. Task filter fields are behaving as expected. Previously the filter was being respected on the task grid, but not in the task Details panel.
Tasks, MSP Import 907914300 Fixed. When importing tasks into PPM Pro, the hours per day value is respected whether set in MSP or in the PPM Pro project. Previously, an issue resulted in hours per day = 8, regardless of the settings in MSP or PPM Pro.
Timesheets 932784889 Fixed. Deactivating an administrative time type after it was used in a timesheet entry will result in a meaningful error message when updating the timesheet. Previously 'Unknown error' was shown.
Timesheets 938939862 Fixed. Users can log time up to 4 timesheet periods in advance. Previously an issue was limiting timesheet entry to only 2 timesheet periods in advance.
Timesheets 940789775 Fixed. After sorting the Home/Timesheet Approvals grid and then approving a timesheet, the sort order is retained. Previously, an issue cause the sort order to revert after the page was refreshed after approval.
Timesheets 946945876 Fixed. The Total Hours field displays the correct value after a user updates contoured timesheet entry values. Previously, an issue required a browser refresh to display the correct value.
Timesheets, staffing 928986356 Improved. If a timesheet entry has been created for an allocation (regardless of hours entered - can be 0, pinned), the role for that allocation cannot be changed on the project Staffing screen. The informational message that explains this scenario has been clarified. New message is: 'The role cannot be changed because one or more timesheet entries exist for this allocation.'
UI, Requests, Portfolios 937939698 Fixed. Entity lists that have multiple viewing styles, such as Portfolios (chart view) and Requests (card view), retain the selected view, even after multiple refreshes. Previously, the views sometimes changed after refreshing.