What's New - April 2021 - Planview Customer Success Center

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	April 2
System released to sandbox environments	April 9
System released to production environments	April 16
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 and non-planned releases/updates/incidents. These alerts include the date and time window of the releases/updates/incident, as well as a link to the release notes that include a list of the issues addressed in the releases/updates/incident. 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 April 14th 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 Features Matrix

Feature	Notes	Status	For more information…
Dashboards Revamp If you wish to enable Dashboards and Dashboard Overviews in production, enter a support case requesting to do so.	Rolling beta highlights: Export dashboards to Excel Publishing Schedule expiration notification View references to dashboard & other grid columns Edit content options/view content list Published URL display text Access to previously published dashboards (a way to baseline anything reportable, folks!) Dashboard Overviews! Project and Home ...and much more! See previous release notes for complete list of features - list above winnowed down for readability :)	Beta	Known Issues FAQs Dashboards (Beta) Dashboards - Then and Now (Beta) Using the Dashboard Designer Dashboards (Beta) Cookbook Setting Up Overview Dashboards (Beta) Publishing 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: New type: Tile All Projects in Portfolio Hierarchy field path Export to Excel Gantt Print to PDF Auto-size height in dashboard to fit content Member report topic and field path Ability to merge multiple rows Reporting on hierarchical entities (tasks, portfolios) Ability to edit/rearrange color palette Ability to express % value on pie and donut charts ...and much more! See previous release notes for complete list of features - list above winnowed down for readability :)	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 Training videos! Navigating the Reports List View Report Designer Adding Fields to Your Reports Transitioning to New Reports Creating Stacked List Reports
Financial Summary If you wish to enable this feature in your production environment, enter a support case requesting to do so.	Rolling beta highlights Additional PMI metrics (ETC, EAC, NPV, ROI) - project fields and settings interface Variance column for totals and time series References for summary fields now includes list of projects Added a set of Financial Summary PMI metric fields to project/Available Fields in SSA. See Financial Summary PMI Metrics for more information. and much more! See previous release notes for complete list of features - list above winnowed down for readability :)	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) Financial Summary PMI Metrics
Coming Soon

Release Notes

Function Area	LeanKit card	Release Note Description
Attachments	1550803498	Fixed. The 'Select Recipients' modal that appears after clicking the 'Pick' button when emailing an attachment now has Users populated. Previously selecting 'Pick' resulted in a blank modal.
Data Import	1526510085	Fixed. When using the data import facility to update an entity, if the system hits an invalid record, the update will abort and a message will inform the user. Previously, if an invalid record was hit, the system implied the update was successful even though the records had not been updated.
Filters	1535123316	Fixed. Now adding a filter to a filtered list in SSA gives expected results.
Filters, UDFs	1546202626	New. Filters can be applied to multi-select UDFs. For example, if you create a new multi-select list that has list to use 'Select: All Resources', when creating or editing this field you can optionally apply a filter to limit what resources show up in the list.
Managed Staffing	1521676071	Improved. (Managed Staffing enabled and user has Staff Directly permission) When staffing directly by way of the "quick staff" button on the project Staffing screen, you now have the option of saving the allocation with a status of "New" (click the Save button) or saving the allocation with a status of "Staffed" (click the Save and Staff button). This additional flexibility accommodates organizations' different staffing processes.
Projects	1524728106	Fixed. When creating a project from a template, including/excluding the project calendar element now works as expected - if you include the project calendar in the copy, that is the calendar that will be used in the target project. Previously, if you included the project calendar element when creating a project from a template, the system allowed you to select a different calendar in the template project during the copy, but ultimately used the original calendar from the template project, making it appear that there was a bug. We have enough real bugs in our product, we don't need imposters.
Requests	1547957472	Fixed. Creating request reminder notification messages works as expected. Previously, in certain situations the reminder notification text area in the rich text editor disappeared, only to be found after refreshing or re-entering the editor. S'all good now.
Requests	1541585399	Fixed. You can now change the category on a request that has no gates. Previously an issue kept the user from being able to change category.
SSA	1540925145	Fixed. Creating a field restriction for the Scheduled Resources field works as expected. Previously, an issue caused the field to remain editable after applying a View Only restriction.
Skills	1550488910	Fixed. Creating a new Skill Category now allows you to apply a Skill Range. Previously clicking the Skill Range 'Pick' button resulted in an empty modal.
Tasks	1538530717	Fixed. The Cost Budget field in the Task grid reflects the sum of CapEx and OpEx tasks. Previously, the sum included OpEx fields only.
UI, Multi-currency	1533931860	Improved. The type-ahead/searching function has been improved, primarily when searching for currency codes. Previously, it appeared that certain currencies were not supported, when in fact the type-ahead was not locating and displaying them.
User-defined fields	1543369961	Fixed. User-defined field titles can repeat across entities. For example, you can have a Project Log field called Calamity, and you can have a Task field called Calamity. Previously, if a user tried to enter a UDF title that was in use in another entity, the system threw the error: Title: Another field already has this title" - to which we now say, so what?!