Skip to main content
Planview Customer Success Center

What's New - May 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 May  1
System released to sandbox environments May 8
System released to production environments

May 15

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 May 13th 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.

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)

  • Export to PowerPoint for all reports except List, Crosstab, and Gantt
  • Gantt charts
  • Date and money formats
  • Ability to report on indirectly-related data
  • Sorting in hierarchical reports
  • 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

Demo: Intro to Reporting Beta

FAQs Reports Beta

Reporting - Then and Now

Reports Overview (Beta)

Using the Report Designer

New: Building Gantt Chart Reports 


Retroactively update rates on timesheets

Time managers (members of the Time Manager group) can synchronize timesheets (whether submitted, unsubmitted, or approved) retroactively with updated internal rates. For example, if the rate table assigned to a resource is updated, the Time Manager would navigate to Organization/Manage Time/Resource Time, select the relevant timesheet(s) to update, and choose Actions > Adjust Internal Rates. This will update the rate on the selected timesheets. Note that if project time had been entered, rollup fields such as Actual Cost will reflect the rate change.


See Synchronizing Internal Rates.

Coming Soon      
Reminder: Deprecating legacy requests

As discussed in our Customer Webinars, we plan to deprecate legacy requests in June. If you have any questions regarding the transition, please open a Customer Care case.


Target - June 2020 release

See updated help topic:

Transitioning from Legacy to New Requests

End-to-end demo

Financial Summary

The Financial Summary feature is intended to be a highly configurable rollup of all project financials data, including expenses and revenue, with a time series comparison of budget vs. forecast vs. actuals.

Permitted users can configure the available summary fields including what data feeds those fields (manually entered data, financial entries, timesheet actuals, staffing role/resource allocations, and others).

Beta target - July 2020 release  
Planview ID

Exciting news for customers with multiple Planview products! Planview ID will be launching soon and will provide a centralized user management experience for an organization's administrators to view and manage users' access across Planview products. With Planview ID, users will be able to login to multiple Planview products with a single username and password. 



Release Notes

Function Area LeanKit Card ID Release Note Description
Data Import 1054892669 Fixed. When importing a scoring profile as part of a project create/update, specifying the profile with its ID works as expected. Previously, an issue was causing the import to appear to be successful, yet the scoring profile had not been updated.
Data Import 1055689688 Fixed. Importing resources whose unit titles contain an apostrophe works as expected - the import is successful even if the unit title contains an apostrophe. Previously, an issue caused the import to fail if the resource's unit title contained an apostrophe.
Filters 1044781718 Fixed. When building nested filters in a Financial Entries report source, the Saved Filters section for Financial Entry filters appears as expected. Previously, an issue prevented this section from appearing when the user tried to select a new criterion.
Financial Entries, Permissions 1051419455 Fixed. Project Owners who have an Owner profile that include Edit > Forecasts permission, but not Edit > Actuals, can create/edit forecasts, as expected. Previously, an issue prevented users with the correct owner profile configuration from creating forecasts.
Internationalization 1054559371 Fixed. When new users are created, the Admin/Organization/Default Locale setting is respected through the UI. In other words, all strings are translated to the correct language. Previously, an issue caused parts of the UI to display in US/English, even if the Default Locale was set to something other than US/English.
LeanKit integration 1061385807 New. There is a new field called "LK Projected Finish Date" available for use with the LeanKit integration. This field reflects the projected finish date calculated by LeanKit for the corresponding card.
Managed Staffing 1060970361 Fixed. When using the managed staffing, the project score on the Resource Staffing screen reflects the weighted scored. Previously, an issue caused the raw score to be displayed.
OData 1048475507

NA. Characters with diacritics (Umlaut, Acute, Grave, Cedilla, Circumflex, Breve, Hacek,Tilde) can be included in the Odata data feed. Note that if you have an existing published dashboard that is not on a schedule, you'll need to republish it - either manually or via a schedule - to apply the fix for this issue.

UPDATE: Reworking this issue, targeting fix in June.

Portfolio, Asset Classes 1048447741 Fixed. Portfolio and Asset classes can be deleted provided no instance of the class exists, as expected. Previously an issue was preventing the user from deleting a portfolio class.
Project Staffing 1044741323 Fixed. (Applies to Managed Staffing) After receiving a proposed staffing request - either for a resource or a role - a resource staffing manager can adjust the demand of proposed request as expected, with any unmet demand being carried forward. Previously, if the proposed staffing allocation included a resource, any unmet demand was summed with the original value.
Permissions 1024590935 Improved. The Admin/Permissions page is loading quickly even  permission profiles containing large numbers of categories. 
Projects, Permissions 1060950484 Improved. When creating a project from a template, you need View permission for the template project in order to view/select it in the New Project Wizard. You must have Create permission for at least one category in order to create a project from the template - either the category the template uses, or a different category for which the user has Create permission. If you happen to pick a category other than the one used by the template, only the fields that are in common between the 2 categories will be copied. Previously, the user was required to have Create permission to view the template project in the New Project wizard.
Reports (legacy and Beta) 1054849329 New. You can now report on resource secondary roles in both legacy and new reporting
Reports (legacy) 1054546440 Fixed. Audit History reports on Projects in a Portfolio with links to multiple portfolios produces expected results. Previously, if a project was linked to multiple portfolios, no data was returned.
Resources 1054867057 Fixed. Phone numbers on resource records that include a dash (510-123-4567) retain their format when exported to Excel. Previously, an issue resulted in the HTML character code for a hyphen (‐) appear in in the Excel cell, rather than the hyphen.
SSA 1051391865 Fixed. After formatting text in the description of the Description field at the Details level in SSA, the text renders as expected at the Available Fields level. Previously, when description text was formatted on the Details page, the HTML markup was visible in the description of the Description field on Available Fields.
Timesheets, Alerts 1044722322 Fixed. When creating/editing timesheet alerts to be sent Weekly at a specific time, you can see the CC Recipients list and select from it, as expected. Previously, an issue was preventing the CC control from scrolling into view.