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Planview Customer Success Center

What's New - June 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 for new features June 4
New features released to sandbox environments June 11
New features released to production environments June 18
Issue fixes released weekly Planned weekly releases containing issue fixes and minor enhancements; release notes updated accordingly

Releases are deployed during the standard maintenance windows.

Reminders

  • Defect fixes and occasional beta features are delivered weekly; most beta features and GA features (when ready) are delivered monthly.
  • 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…

PPM Pro - Leankit Integration Phase 2

If you wish to enable the LeanKit - PPM Pro v2 integration, enter a support case requesting to do so.

Highlights:

  • Ability to automatically create/sync projects, issues, tasks to LeanKit cards (and the reverse)
  • Field mapping between PPM Pro fields and LeanKit fields (including custom fields)
  • Ability to sync assigned users on LeanKit cards to task/issue owners (resource must exist in both systems) - might slip to July, TBD
GA

Coming soon:

NEW! Setting up the PPM Pro - LeanKit Integration (v2)

Using PPM Pro and LeanKit (v2) [coming soon]

Dashboards Revamp

If you wish to enable Dashboards and Dashboard Overviews in production, enter a support case requesting to do so.

Rolling beta highlights:

  • Admin/Publishing section
  • Ability to publish hourly
  • Print to PDF
  • 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 :)

GA

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:

  • Additional Time Series reports (Roles, List:Basic)
  • Drilldowns in Time Series Charts and Crosstab reports
  • Print to PDF for all report types
  • New type: Tile - can now apply aggregation
  • View report references
  • List: Stacked label colors
  • All Projects in Portfolio Hierarchy field path
  • Export to Excel
  • 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 :)

 

GA

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!

Transitioning to New Reports

Creating Stacked List Reports

NewTime Series 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      
Time User user type enhancement Adds ability to view permitted self-service admin entities, such as projects. Target July - please review and adjust your permission profiles for Time Users to make sure they will only see what you want them to see!

6/28/2021: New Reports Enablement Webinar

1.5 hour overview and demo session

Two sessions! -->

6/30/2021: New Dashboards Enablement Webinar

1.5 hour overview and demo session

Two sessions -->

Release Notes - Sorted by Release Date

Release Date Function Area LeanKit card Release Note Description
July 9 Reports 1582901753

Fixed. You can sort in the Preview Pane when creating/editing a list report, as expected. Previously, an issue prevented data in the Preview Pane to be sorted. 

July 9 Reports 1590813060

Fixed. Configuring a drilldown target to open in a new tab works as expected. Previously, an issue caused the system to throw an error when clicking on a drilldown link to a new tab.

July 9 Reports 1585236297

Fixed. Filters can be removed from a dashboard component, as expected. Previously, an issue caused the system to throw an error when a user attempted to remove a filter from a dashboard component.

July 6 Requests 1578353918

Fixed. When configuring the Requester field to be Show on New is Yes - View Only, the (current user) can be used as the default value, as expected. Previously, if the default value was set to (current user), the system would not save the configuration.

July 6 SSA 1577465494

Fixed. When configuring a default value for a required field that is read-only on New, "0" can be used as a default, as expected. Previously, you could only set a default value of 0 at the Available Fields level, meaning it couldn't be set on a category-by-category basis.

June 28 Reports 1578777060

Fixed. When printing a gantt chart report, the More...print option "Print list/chart on one page (shrinking Gantt chart as necessary)" works as expected. Previously an issue caused the list and the gantt to print on different pages, even when the "Print on one page" option was selected.

June 28 Reports 1587075495

Fixed. Editing reports works as expected. Previously an issue caused intermittent issues with the Preview pane and the Data tab displaying correctly.

June 25 Dashboards, Drilldowns 1585900106

Fixed. Drilling down from one report to another from a dashboard now honors both report and dashboard filters and returns the correctly filtered data. Previously, an issue was preventing the dashboard-level filters to be applied on the drilled down data.

June 23 LeanKit V1 integration

1585596627

Fixed. When the LeanKit -> PPM Pro integration (V1) is turned on, modifying projects will no longer create unwanted cards in LeanKit. In addition, customers using Projectplace -> PPM Pro integration (V1) will be able to sync and unsync their projects, as expected.

June 23 OData, Dashboards

1585568297

Fixed. OData is now returning data, as expected. Previously, an issue caused the system to throw an error when the published dashboard was expiring.

June 11 (sandboxes)

June 18 (production)

Data Import 1571717031

Fixed. When user-defined string fields are displayed in the history modal, their contents are wrapped and fully displayed in the hover text. Previously, an issue caused the string field contents to be truncated, both in the history field and the hover text.

June 11 (sandboxes)

June 18 (production)

Requests 1568196791

Fixed. Building a request approval flow that requires the user to select a value prior to saving and approving the request works as expected. Previously an issue caused the Save and Approve button to remain active after the user cleared out the required value (clicking the button threw an error