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Planview Customer Success Center

What's New - March 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 March  6
System released to sandbox environments March 13
System released to production environments

March 20

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 March 18th release webinar. Also, remember you can sign up for any/all upcoming customer webinars here.
  • 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 April 3, 2020, pending QA approval.

Function Area ID Release Note Description
Permissions 1024590935 Improved. The Admin/Permissions page loads quickly even with a profile that has a large number of permissions checked. Previously, when there was a profile with a large number of permissions checked, the screen took a long time to load. This slowdown was also observed in the Permissions Explorer.


Release planned for Friday March 27, 2020, pending QA approval.

Function Area ID Release Note Description
Portfolios 1023487696 Fixed. Portfolios configured with the Finances tab work as expected. Previously clicking the Finances tab threw an error.
Reports (legacy) 1023961472 Fixed. (Gantt charts) When including the task predecessor column on reports based on the report source All Tasks on Projects in Portfolios and Sub Portfolios, data renders correctly. Previously this scenario rendered no data on the report.
Requests (legacy) 1023351114 Fixed. After a request is submitted, the expected list of resources appears in the Assigned Owner droplist. 
Timesheets 1020706828 Fixed. Resources who are Alternate PM Approvers on projects now see submitted timesheets that require their approval, as expected.


Released Monday March 23, 2020

Function Area ID Release Note Description
Dashboards 1023188070 Fixed. Scheduled dashboards/jobs are being run as expected.
Time Users 1022249522

Fixed. Time users can enter time as expected.

New Feature Matrix 




For more information…

Reports Revamp

Enter a support case if you wish to enable in your production environment

Current functionality (Rolling beta)

  • Date and money formats
  • Ability to report on indirectly-related data
  • Sorting in hierarchical reports
  • You asked we listened! New demo describing features as of March release
  • Ability to use in production environments (enter support case to ask to enable)
  • Usability enhancements: double-click to add fields, progress indicator, multi-column sort indicator
  • 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!



Known Issues

New! Intro to Reporting Beta Demo

FAQs Reports Beta

Reporting - Then and Now

Reports Overview (Beta)

Using the Report Designer


Coming Soon
Undo/Redo for Entity Details

In addition to the existing Undo/Redo feature in the spreadsheet-style editor, we plan to add the capability to Undo/Redo to all entity Details panels/sections, as well as the bulk editor. This includes:

  • project Details, Additional Details, and Settings
  • all tabbed Details, such as task and portfolio Details
  • tabbed areas in Admin, such as User Details
  • modals such as the New Request modal
Target - April 2020  

Release Notes

Function Area Leankit Card Release Note Description
Calculated Fields 940845469 Fixed. Date-based Financial Planning calculated fields correctly report monthly contours for constant, non-custom contours. Previously, the aggregation was incorrect. 
Calculated Fields 957791391 Fixed. Drilldowns based on calculated fields whose output contains a "+" are working correctly. Previously, calculated fields whose output contained a "+" returned no data.   
Dashboards 977860439 Fixed. The "Export to Excel" option is available whether a published dashboard is run as "Rerun as Owner" or "Rerun as User" by a user other than the owner. Previously an issue was causing the "Export to Excel" option to be unavailable when a dashboard was "Rerun as Owner" or "Rerun as User" by a user other than the owner. 
Data Import 894647666 Fixed. Importing mapped fields with the exact same title as the entity field works as expected. Titles can contain up to a maximum of 80 characters (SSA prevents you from entering more than 80 characters). Previously, an issue was causing the import to fail if the mapped field was over 70 characters. 
Expenses, UI 932138158

Fixed. Some leftover references to "Expenses" (deprecated feature) have been removed from the UI: 

  • "Organization/ Manage Time and Expense" link is now "Organization/Manage Time"
  • In Admin/Organization/Timesheet Settings you'll now see "Time Management Options" instead of "Time and Expense Management Options", and
  • "Include Project Managers in approval process for time and expenses" is now labeled "Include Project Managers in approval process for time"
Fields, UI 886565918

Fixed. Field titles are not rich text fields, and as such, they do not support HTML. In other words, if you title your field <b>Field Name</b>, it will render as <b>Field Name</b> and not Field Name. In the past we have not technically prevented the use of HTML in field titles (though we strongly advised against it), and now we will be disallowing this practice because it caused layout issues in the UI, issues with data export, import, and WS API, where HTML isn't supported, as well as potential security/XSS issues. We might consider providing a rich text option in the future. If this is of interest to you, please enter an enhancement request.  

Filters 1003323226 Fixed. Filters for multi-select lists that use "contains any" operands now return correct data (one or more of the list values match). Previously in some scenarios these filters did not return data.
Filters, Portfolios 1001744092 Fixed. Filters using "does not contain" on linked portfolios works as expected. Previously no data was returned. 
Internationalization, Tasks 1000150649 Fixed. When using the Swedish locale, updating the task Duration field to use 0 days (dagas) works as expected. Previously, the string for time units of zero duration was not translated to Swedish, which caused an error when attempting to save. 
Issues/Project Logs 982423744 Fixed. Renegade "Visibility" field no longer appears on the Details of Issues/Project Logs after creating a new category that specifies default fields only. This field has long been deprecated as a result of the updated (enterprise) permissions model. 
List Fields 972611860 Fixed. Lookup lists can be mapped to user-defined legacy "UDF pulldown list".
Localization 905100817 New. There is a new setting called "Default Locale" on Admin/Organization/Info in the Localization section. This is a required field whose value supplies the default for all users' preferences. Users who need to use a locale other than the default can choose a different locale in their user Preferences. Previously there was a Locale field that contained a list of countries, which is not always mapped to a single locale. This new field allows a specific locale to be set for an organization - the user can still override in their user preferences. Note that if you change the locale at the Organization level, the new setting does not propagate to existing users.
Managed Staffing, Performance 971543197 Improved. Using the out-of-the-box filter "+Recently Updated and Routed to Me" on the Resources/Staffing screen renders results in a snappy manner (quickly), as expected. Previously users experienced a lag when loading resources with the filter "+Recently Updated and Routed to Me".
Multi-select List Fields 968340752 Fixed. If a multi-select list item is made inactive, the item value will still display in fields where the list is in use. Previously, if the list item was de-activated, the item ID was displayed instead of the value. 
Multi-select List fields 960414939 Fixed. The (multiple/view all...) option is available for multi-select lists with 2 or more active items. Previously, an issue was causing (multiple/view all...) to be grayed out if the list contained only 2 active items. 
Notifications 936969093
Improved. The formatting of email notifications has been improved: an extra blank line is no longer inserted and bulleted/numbered lists render correctly. 
Permissions 964747164 Fixed. Members of the Organization group can create Divisions, as expected. Previously, these users were receiving an Access Denied message when trying to create a Division. 
Permissions 979345413
Improved. When a new entity category is created, the UI correctly shows permissions for the new category as unchecked. Previously, an issue made it appear that the category was granted permission (had a checkbox next to it), but the check did nothing. The system was adhering to the correct behavior (user must physically select the category), but it appeared to not work because the box was not actually checked. 
Reports 979266210 Fixed. Reports based on the Resource Planning for Project Roles report source for a selected portfolio and its sub-Portfolios are working as expected. Previously, if the report included "Actual" fields, the report threw an error. 
Reports 1003216197

Fixed. The following fields can now be aggregated in reports: 

Request Life Time (Days) 
Request Life Time (Hours)
Request Life Time (weeks) 
Current Hold Time (Days)
Current Hold Time (Hours)
Current Hold Time(weeks) 
Cumulative Hold Time (Days)
Cumulative Hold Time (Hours)
Cumulative Hold Time (weeks) 

Reports, Audit History 1006976291 Fixed. Audit History reports are displaying lookup list values as expected when the list the field references contains numerical values. Previously, if the value was a number the results would be "Value Not Found: ###" where ### = the number in the list.
Reports, Timesheets 977895026 Fixed. On Timesheet reports with drilldowns, members of the Organization standard group can click the drilldown and view the associated timesheets as expected. If the user is a member of Time Manager group, they can drilldown and edit the timesheet. Users without permission to view/edit the timesheet will not be able to access the link. Previously an error was thrown when a user with the correct permissions clicked the drilldown, and an unpermissioned user could see/click the link (resulting in an error). 
Requests 1000145860 Fixed. When in card view, cards can be dragged from one lane to another, provided the card is configured correctly (for example, can't move cards when view grouped by Gate Status). Previously an issue prevented cards from being dragged between lanes.
Requests 976356870 Fixed. When configuring a request field in SSA, the name of the selected field appears over the right panel. Previously, the field name was not being displayed. 
Requests 980973138 Fixed. The request gate Description field can now hold up to 4000 characters. Previously an issue caused text to be truncated at 200 characters. 
Requests 963215000 Fixed. Nested gate approval logic renders/is aligned as expected. Previously, an issue caused nested logic to be misaligned. 
Requests, Time User Type 970240612 New. The Time user license now allows Time users to approve requests, provided the user meets the approval criteria. In addition to being able to approve requests, Time users will also have implicit permission to edit requests for which they are approvers in order to satisfy scenarios where they have been asked to provide additional information on the request. Request approvers have implicit permission to edit the request after it has been submitted. 
Resource Staffing 964666844 Fixed. On the Resources/Staffing screen for managed staffing, the Group By drop down is now sticky - when you leave the screen and return, the drop list will display the Role that was selected when you left the screen. 
Resource Workbench 976281487 Fixed. The Find Eligible Demand and Add Staffing Entry functions on the Resource Workbench work as expected. Previously, an issue was preventing the list of projects (according to relevant permissions) from rendering. 
SSA 964089810 Fixed. (If PMO Lock enabled) On a project's Details, the Category field - can be set to Show on Edit = Yes - Editable (PMO Lock). Previously, an issue prevented this option from displaying. 
Tasks 971827847 Fixed. Dragging and dropping a task to reposition it works as expected. Previously, when you dropped the task it always landed at the bottom of the task list. 
Tasks 936648860 Fixed. Tasks with Duration of 0 are always set to Milestones. Previously, setting the task Duration to 0 did not label the task as a milestone.
Timesheets 970116954 Improved. We improved the error message that is thrown when a user tries to submit a timesheet along with a Timesheet submission note that exceeds the note's capacity. The message now explains the problem and includes the number of characters in the current note. Previously the system threw an "unknown error". 
Timesheets 966998952 Fixed. Total hours on a timesheet can be adjusted as expected. Previously, in certain scenarios, after updating the Total Hours field it reverted to the previous value. 
Timesheets 990242425 Fixed. In Home/Timesheet Approvals, Timesheets ready for Final Approval appear in the tab without a browser refresh. Previously, after PM approved a timesheet the timesheet did not appear in the Final Approvals tab until you refreshed the browser.
Timesheet Alerts 1005688551 Fixed. Final Approvers are receiving alerts in response to the actions "Resource submits timesheet needing final approval" or "Last PM/alternate PM approver approves timesheet". Previously an issue was preventing the notifications to Final Approvers from being sent.
UI 987625714 Fixed. When the Title/label of a UDF text box wraps onto two or more lines, the height of the text box remains unchanged, as expected. Previously, if the Title wrapped onto multiple lines, the height of the text box was reduced to one line. 
UI, Home view 920000339 Fixed. In the Home/Timesheet or Home/Resources views, user interaction with the UI has been improved to ensure the table grid is consistent between panes regardless of how you scroll down. Previously, if you narrowed the right side to the point where the horizontal scrollbar disappeared and then scrolled down the left side, the sides became unaligned.