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Planview Customer Success Center

What's New - September 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 September 4
System released to sandbox environments September 11
System released to production environments

September 18

Additional updates as necessary To support our goal of getting working features to customers faster, we may deliver a release outside of the monthly cycle to provide new, low-risk functionality and/or essential issue fixes.

Releases are deployed during the standard maintenance windows.

Reminders

  • 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 (some beta features not initially available in production, Planview will advise). 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 https://status.planview.com/ 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 September 17th release webinar (not that this is a Thursday, since Horizons happening on Wednesday). 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.

Updates   

Function Area Leankit Card Release Note Description Planned Release Date - Pending QA Approval
Timesheets, Projectplace 1298409004

Fixed. Users using the PP->PPM Pro integration will no longer get a script error when clicking the Time Reporting icon in Projectplace.

Targeted for September 25

New Feature Matrix 

Feature

Notes

Status

For more information…

Dashboards Revamp

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

Current functionality (rolling beta):

  • Dashboards grid from where you can New/Edit/Run dashboard
  • Content tab (Title, Description, Available Reports) with ability to drag and drop or click “Add” button to add a report to the dashboard
  • Scope tab with ability to specify what entity dashboard grids the dashboard shows up on
  • Preview - able to move reports around, resize, and Remove
  • Variable properties on report components to adjust filters
Beta

Known Issues

FAQs Dashboards (Beta)

Dashboards - Then and Now (Beta)

Using the Dashboard Designer

 

Reports Revamp

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

Highlights (rolling beta)

  • Sorting support for Crosstab reports
  • Drilldown to dashboard from List, Gantt, Bubble reports
  • Crosstab drilldown to data
  • Export to PDF for all reports other than Gantt
  • Drilldown-from, grouping-by multi-select fields
  • Times Series reports with date ranges
  • Grouping, Advanced Options (List only)
  • Export to PowerPoint for all reports except List, Crosstab, and Gantt
  • Reporting on related data
  • WYSIWYG report designer with field search
  • Real-time preview of sample report output 
  • and much more!

See previous release notes for complete list of features. Completed feature list winnowed down for readability :)

Also, check out the product documentation -->

Beta

Known Issues

Demo: Intro to Reporting Beta

FAQs Reports Beta

Reporting - Then and Now

Reports Overview (Beta)

Using the Report Designer

Building Gantt Chart Reports 

Grouping and Sorting for List Reports

Creating Drill Down Links

Reports (Beta) Cookbook

New training videos!

 

Financial Summary

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

Current functionality (Rolling beta)

  • Create from project template
  • Create and configure summary fields and data streams in Organization/Finances/Financial Summary Components
    • Select allowed data streams (budget, forecast, actuals)
    • Build summary fields
  • Add Financial Summary section to project categories in SSA 
  • Create summary in Project/Financial/ Summary view where users can:
    • Show/hide data streams
    • Create/edit the structure
    • Edit manually entered values

 

Beta

Known Issues

Setting Up Permissions for Project Financials

Configuring Summary Data Streams - General Tab (Beta)

Creating Fields for the Financial Summary (Beta)

Working with the Summary View (Beta)

Checking the Numbers

Financial Summary: Cookbook (Beta)

Bulk New Task -> use Spreadsheet Editor

Starting with the September release, adding tasks in bulk will be handled with the spreadsheet-style editor only. The Actions > Bulk New Task menu item in the project/Tasks view will now take you to the spreadsheet editor.

  Using the Spreadsheet-Style Task Editor
New background for PPM Pro login screen! clipboard_ea0ab4086332db24ea3d65ff4744175f0.png    
Coming Soon      

Release Notes

Function Area LeanKit ID Release Note Description
Dashboards (legacy) 1220304067

Fixed. After creating and running dashboards, users with the appropriate permissions can edit the dashboard - the expected components and layout are visible and correct. Previously, after running a dashboard containing a report based on My Tasks, and with the My Items target selected, the components were missing and the dashboard could not be edited.

Filters  

Improved. Following on what has already been implemented in Reports (Beta), all ad-hoc and saved filters used on entity grid can use related filter fields - previously filters with related entities had to be built manually in the Manage Filters editor. For example, the project owner is a resource and can access meta data on the resource entity such as the project owner's resource Type, or Immediate Supervisor, or Phone Number. The related entity will prefix the filter field and include a colon, such as: Resource: Phone Number, Resource: Immediate Supervisor, Resource: Type.

Mobile 1220202855

Fixed. The Add and Submit buttons for timesheets are working as expected.

Portfolios 1176786300

Improved. For improved cross-site scripting security, we will be swapping out the the Fusion chart used for the Portfolio Chart view and replacing it with a High Charts chart. Until we do this, you might see some encoding characters any place you use a special character in a portfolio title.

Projects, Multi-Currency 1283046229 Fixed. Updating the currency for a project (without converting existing values) works as expected. Previously the system threw an error when attempting to change the currency without converting.
Requests 1236191049

New. The variables "Request ID" and "Title" have been added to the request notifications editor. Admins can now configure messages that include the variables for request Title and request ID.