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Planview Customer Success Center

What's New - July 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 July 2
New features released to sandbox environments July 9
New features released to production environments July 16
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.


  • 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 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 July 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.

New Features Matrix




For more information…

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 ETC/EAC calculation
  • 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 :)


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.

Please review and adjust your permission profiles for Time Users ahead of time to make sure they will only see what you want them to see!

Target: August/September


Key Report Enhancements
  • Gauge report
  • Capacity & Demand Reporting
  • Print to PDF - single page/multiple reports per page
  • Field-level filters
Target: Post-release updates/August

Release Notes - Sorted by Release Date

Release Date Function Area LeanKit card Release Note Description
Target August 13 Reports 1574561395 New. For Bar and Column charts there is now an option to display the labels vertically or horizontally.
Target August 13 Reports 1590413046

Improved. Performance improvement when previewing a Time Series crosstab report where the Date Range spans multiple years.

 August 6 Capacity & Demand 1600060269

Fixed. Running a capacity and demand report from a resource's record works as expected. Previously, in certain cases, when running this type of report from a resource's record, the system threw an error stating "Resources matching the selected Resource Filter exceeds maximum of 10,000 entries." 

August 6 Dashboards 1600020960 Fixed. Dashboards work as expected, regardless of the layout. Previously, if not component was placed in the top-most corner, the dashboard would not render when run.
August 6 Dashboards 1601920623

Fixed. When running a dashboard, drilldowns to data return the expected results, even when users are allowed to change scope when viewing the dashboard. Previously, when you changed the scope, an issue caused the drilldown to always return data from the original scope. 

 August 6 Reports 1597744506

Fixed. Time user type resources can run timesheet entry reports on projects to which they have logged time, as expected. Previously, an issue caused some of the projects and tasks to render "Access Denied" instead of the project/task title.

 August 6 Reports 951240343 New. Gauge report visualization.
August 6 Reports 1600652808

New. As a follow-on to adding labels to Pie & Donut charts, there are now combo options of Label and Value.

July 30 Dashboards 1598404633

Fixed. When running and rerunning a dashboard with multiple list reports from the Project Entity, the scope(s) selected in the dashboard definition are consistent, as expected. Previously, an issue caused the scope to change when running or rerunning the dashboard. 

July 30 Data Import 1598446836

Fixed. Assets configured in one-to-many and many-to-one relationships can be imported via the Data Import facility, as expected. Previously, the system would load the first record and then throw the error: Duplicate Target Entity ID found... Skipping row.


July 30 Projects 1598271885

Fixed.  Bulk Editing of projects now works correctly. Previously, an issue caused the project bulk editor to throw a null pointer exception error for certain field configurations.

July 30 Reports 1596792568 Fixed. Health icons appear in list reports, as expected.
July 30 Reports 1582176398

New. You can now export a crosstab report as a flat file into Excel, allowing for data manipulation using pivot tables.

July 30 Reports 574550337

New. When exporting to PDF, you have several options:

  • Print to PDF - Prints each report in the dashboard on a separate page.
  • Browser Print > Avoid Page Break Inside Reports - Prints as many reports as possible on one page, reports that don't fit on one page will start on a new page. For example if you have 2 charts and a list report, and the page break happens halfway through the list report, the list report will start on the next page.
  • Browser Print > Minimize White space  - For example if you have 2 charts and a list report, and the page break happens halfway through the list report, half of the list report will be on the current page, and the other half of the list report will continue on the next page (or pages, if the list is long). 
July 23 Calculated Fields 1596427783

Fixed. You can now create and save calculated fields based on Finance Entry Forecast Amount and Resource Division. Previously an error prevented the user from being able to Save a calculated field that leveraged either of these fields.

July 23 Financial Entries 1590250075

Fixed. Calculations involving financial entries work as expected, regardless of locale, provided the financial entry type ID is used instead of the financial entry Type. Previously, financial entry type ID was not available.

July 23 Tasks 1577556254

Fixed. Estimated Revenue for fixed bid tasks is calculated as expected. Previously, an issue caused the estimated revenue to be inflated by a multiple of the role estimates.

July 23 Reports 1582743487

Fixed. Generating a PDF for a Crosstab reports works as expected - the Crosstab visually looks like other reports. Previously, an issue was causing formatting inconsistencies with PDFs for Crosstab reports.

July 23 Reports 1582679590

Fixed. Changing the Display tab's "Layout type" setting to Compact for a Crosstab report works as expected. Previously, an issue prevented displaying the left axis field title, and instead displayed 'Row labels'.

July 23 Reports 1592327854

New. You can now display labels along with values in Pie and Donut charts. This is very helpful when the data set returns more than 3 or 4 values. The colors display next to the data values on the legend, and using labels makes it easier to determine which color slice belongs to which data point.

July 23 Reports 1575351689

New. Calculated fields that display colors can be used as the "Color By" field in Gantt charts.

July 23 Reports 1587267475

Fixed. Column chart data values display in the correct font color (black), as expected, regardless of Org currency. Previously, when the Organization Currency was set to AED, the column chart data values displayed in white font, rendering some values invisible (unless you had the secret decoder highlighter).

July 19 Legacy Dashboards


Fixed. Legacy Reports and Dashboards now run as expected. Previously, an issue caused an error to be thrown for IE, iOS Safari, and older versions of Firefox when running legacy Reports and Dashboards.

July 16 Calculated Fields 1582463980

Fixed. Calculated fields using estimated hours and scheduled hours return expected results.

July 16 Dashboards 1590593925

Fixed. Dashboard layout works as expected, when run from a specific entity (such as a project) or from the top-level Dashboards list. 

July 16 Data Import, Multi-currency 1593124969

Fixed. Using data import, projects can be imported with a different currency than the Organization currency, as expected. 

 July 16 Financial Entries 1584293368

Fixed. When editing actuals, if a user closes or Saves the edit dialog, focus will remain on the actual that was being edited (instead of jumping to the bottom of the list.

July 16 Financial Summary 1516308997

New. Additional method for calculating ETC/EAC: ETC is calculated as the current and future months' forecasts, and EAC is calculated as ETC plus previous months' actuals.

 July 16 Mobile, Dashboards 1582753493

Fixed. Published dashboards can be viewed in Safari on iOS 14.6. Note that Safari is still an unsupported browser - the info message reminding you of this will still appear, but not on the runtime Dashboard view.

In addition, from the same mobile platform, entity lists such as the Requests list and the Projects lists are displayed as expected after selecting the appropriate navigation link.

July 16 Reports 1587642660

Fixed. Incorporating the filter "Project/Role: Allocated Hours is greater than 0" in a report works as expected.

July 16 Reports, Health Profile Colors 1589941396

Improved. (Chart and Gantt reports only) Standard health fields will now use the same red/yellow/green colors that are provided by the new reporting feature. In addition, calculated fields that return a textual representation of a color, such as "Red" or "Green" or other supported color, will also use the same colors.

In addition, the colors used in the legend of a Gantt chart now match the colors of the bars.

 July 16 Reports (Legacy) 1564466867

Fixed. When creating a crosstab list report with the Resource Planning by Resource Allocation report source, the data is returned as expected when using a drilldown on the resource. Previously, an issue caused the drilldown to change the aggregate selection from Maximum to Sum.

July 16 Reports (Legacy) 1595614620

Fixed. When drilling down on a row or column in a crosstab report,  Data Series fields return values that are the result of the selected aggregation. Previously, an issue caused all values to be summed, regardless of what aggregation type was selected (min/max/avg/sum).

 July 16 Requests 1583076052

Fixed. After receiving a request approval notification, request approvers who click the notification link are shown the request to approve, even if they are not logged into PPM Pro. 

 July 16  Requests 1582346934

Fixed. When creating a gate notification, the rich text formatting options are available and the text box is sized appropriately, as expected. Previously, an issue prevented the reminder message window and the font menu from expanding fully.

 July 16 Staffing (Managed) 1581381321

Fixed. (Managed staffing) The 'Recently updated + Routed to me'  staffing filter works as expected, regardless of current locale.

 July 16 Tasks 1589052390 Improved. Performance improvements when bulk scheduling resources to tasks.
What If What If 1588457755


  • Expand All/Collapse All controls on both grids
  • Title column is locked by default in both grids; other columns can be optionally locked.
  • Charts use same modern framework as new reporting

Fixed. The Print Changes Close button now functions (closes the window).

July 9 (sandboxes)

July 16 (production)


Improved. Updated the German translations related to routing of staffing requests to employees in order to make them consistent. The verb "route" is now consistently translated as "weiterleiten", while a route (noun) is a "Route". Alert Routes are now referred to as "Meldungs-Routen".

Anything else connected with routing, for example options, routing requests to someone, changed routings and new routings , and so on, are now referred to as "Routing". We have also updated translations of most of the strings on the page "Admin" (Administration) > "Organization" (Organisation) > "Routing" to make sure they are coherent and consistent.

July 9 (sandboxes)

July 16 (production)

LeanKit V2 integration  

New. Syncing between tasks/project logs and cards now supports assigned resources; people in the LeanKit card 'Assigned Users' field will sync with people (Resources or Users) in the task 'Owner' field or the project log 'Assigned To' field. For best results, ensure that people exist in both systems with the same email addresses.

 July 9 (sandboxes)

July 16 (production)

Mobile interface 1582362315

Fixed. Using the mobile interface, users can log time to unpinned tasks. Previously, an issued caused the system to throw an error when users attempted to log time to non-pinned tasks.

July 9 (sandboxes)

July 16 (production)

Reports 1562079064

New. Ability to lock columns in a List: Basic report when the report is wide enough to use a horizontal scroll bar. You can specify locked columns in the Preview pane. Changes made at runtime are not saved - each time the report is run the locked column settings reflect how they were configured at design time in the Preview Pane.

July 9 (sandboxes)

July 16 (production)

Reports 1573896381

New. Ability to add totals to end/top of stacked bars/columns via 'Stack total values' Display tab option.

July 9 (sandboxes)

July 16 (production)

Reports 1573893625 New. New reportable time entry fields: "Entry Category" and "Entry Title". Entry Category returns the time type category (Project, Portfolio, Admin), while Entry Title returns the specific title (from the admin dropdown list, title of a project, or title of a portfolio).

July 9 (sandboxes)

July 16 (production)

Reports 592507311 New. Expand All and Collapse All buttons are now available on the Gantt Chart report when the data in the Gantt view displays child nodes, such as on portfolios or tasks. In addition, to manually size the Gantt, simply adjust the width of columns in the header area (there is no longer a "splitter" control in the middle of the report). This is consistent with other areas of the product.

July 9 (sandboxes)

July 16 (production)



Improved. Various dashboard layout issues resolved, including Tile report alignment.

July 9 (sandboxes)

July 16 (production)



Fixed. A dashboard displays the same report order regardless of where the dashboard is run. For example, running a dashboard from the Dashboards grid and running from the project Dashboards grid produces the same results.

July 9 (sandboxes)

July 16 (production)

Requests 1589577098

Fixed. Requests that are On Hold show fields as they are configured on a new request, as expected. Previously, an issue caused fields that were required on New to be optional when the request was put on hold. 

July 9 (sandboxes)

July 16 (production)

Requests, Tasks 1573270735 Fixed. Mapping Start Date and Target Date fields when associating a request to a task works as expected, even if the fields are null. Previously, an issue caused the system to throw an error, which prevented the user from being able to select the fields to copy.

July 9 (sandboxes)

July 16 (production)

Staffing (Managed) 1578885744

Fixed. (Managed Staffing only) You can cancel a staffing request, regardless of whether a note is attached to the request. Previously, an issue prevented users from canceling a staffing request if a note was included on the request.


July 9 (sandboxes)

July 16 (production)

What If   Improved. The What It workbench now uses the same charting technology as the "new" reports.