What's New - January 2021
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 1 |
System released to sandbox environments | January 8 |
System released to production environments |
January 15 |
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 typically hold a live product release webinar 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. 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 |
---|---|---|---|
Calendars | 1513532674 | Fixed. Admins can view/edit the default Organization calendar on Admin/Setup/Calendars as expected. Previously, an issue caused the system to throw an error when an Admin tried to view or edit the calendar. | Targeted for January 29, 2021 |
Filter | 1518623670 | Fixed. Filters on task owner meta data work as expected, if using a single owner. Previously an issue prevented reports using these filters from rendering data. | Targeted for February 5, 2021 |
Reports | 1520622677 | Fixed. Running task audit reports work as expected. Previously, an issue prevented these reports from running. | Targeted for February 5, 2021 |
Tasks | 1513338813 |
Fixed. You can sort the task grid by the Owners field, as expected. Previously, an issue caused the system to time out when sorting on the task Owners field, without completing the sort. |
Targeted for January 29, 2021 |
Timesheet alerts | 1518569985 | Fixed. Timesheet alerts configured for overdue timesheets or for unsubmitted but not overdue timesheets are sent to all users whose timesheets satisfy those criteria, even if their timesheets have not been started. Previously, an issue prevented the system from sending alerts to users whose timesheets were Not Started, but otherwise met the alert criteria. | Targeted for February 5, 2021 |
New Features Matrix
Feature |
Notes |
Status |
For more information… |
|
---|---|---|---|---|
Dashboards Revamp If you wish to enable Dashboard Overviews in production, enter a support case requesting to do so. |
Rolling beta highlights:
|
Beta |
Dashboards - Then and Now (Beta) Setting Up Overview Dashboards (Beta)
|
|
Reports Revamp If you wish to enable this feature in your production environment, enter a support case requesting to do so. |
Rolling beta highlights:
See previous release notes for complete list of features. Completed feature list winnowed down for readability :) |
Beta |
Demo: Intro to Reporting Beta Grouping and Sorting for List Reports Training videos! |
|
Financial Summary If you wish to enable this feature in your production environment, enter a support case requesting to do so. |
Rolling beta highlights
|
Beta |
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) |
|
Support for Negative Financial Entries |
Support for negative financial entries (forecasts and actuals) in UI, API, and data import, allowing you to record corrections and make adjustments. |
GA | ||
Token-based authentication for WS API |
Admins can now generate an authentication token for WS API users that can be used any place in WS API that currently uses the user's password. New integrations can also bypass the need to call the Login method by providing the token directly in the SOAP payload. Though this method is both more secure and efficient, passwords will continue to be supported. |
Authenticating with WS API (coming soon) | ||
Coming Soon | ||||
Sunsetting Internet Explorer 11 March 31, 2021 |
Please see End of Internet Explorer 11 Support for more information, including Microsoft's own plans for deprecating IE11.
|
Release Notes
Function Area | LeanKit Card | Release Note Description |
---|---|---|
Financial Summary | 1439016105 | Fixed. When creating fields for the financial summary, the Capitalized constraint works as expected. Previously, an issue was preventing users from creating capitalized summary fields. |
Reports | 1441482681 | Fixed. Using the "NNN" date filter field works as expected when used with the Resource Planning by Resource Allocations report source. Previously, when using the "NNN months" date field, the results only returned this month's data and displayed "-no value-" in the date column. |
Reports | 1451099365 | FYI. You can no longer report on related resources of task and issue owners because owners no longer have a one-to-one relationship with the task/issue since those entities can now have multiple owners. If you need to report on related resources, use the new reporting (Beta - R2D2). |
SSA | 1428627716 | Improved. The "Iterative Work Task" field is not for use on the UI, and as such has been removed from SSA. You can use it for filters and reporting. |
Timesheets alerts |
1362477760 |
Fixed. "Overdue for submission" timesheet alerts configured to notify the resource's immediate supervisor will send a digest of timesheet links to the supervisor, as expected. Previously, one timesheet link per email was being sent to the immediate supervisor, resulting in a deluge of emails! |
Units | 1442307258 | Fixed. When adding resources to units, the column headings in the Add dialog display correctly. Previously, an issue caused the Unit column heading to display mark-up characters. |
WS API | 1414638467 | Fixed. When using updateEntity for lookup lists, you can set list values to active or inactive, as expected. Previously, the system threw an error when attempting to change the value. |