What's New - February 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 | February 5 |
System released to sandbox environments | February 12 |
System released to production environments | February 19 |
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 February 17th 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 |
---|---|---|---|
Calculated Fields | 1533313010 |
Fixed. Calculated fields that leverage Start Date and Target Date now return the correct data. A previous fix to address locale on Date/Time fields caused a regression in this area, and has been reverted (see below - 1419139069). |
Targeted for February 26 |
Managed Staffing | 1525752507 |
Fixed. Submitting a staffing request with a proposed resource works as expected, even if the default routing option is the proposed resource's Unit manager, and the Unit manager is not a user. Previously, if the default routing option is the resource's Unit manager, and that manager was not a user, an issue caused the system to throw an error. Instead, the system will now skip the Unit manager (if not a user) and will not attempt to add the resource to the Route To list. Try saying that 10 times fast. |
Targeted for February 26 |
Project | 1534050118 |
Fixed. Configuring a category to support "PMO Locked" field restrictions works as expected. Previously, an issue caused the "PMO Locked" configuration for one category to apply to all project categories, essentially applying the restriction to the same field(s) in each category. |
Targeted for February 26 |
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:
|
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) |
|
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
Feature Area | LeanKit Card | Release Note Description |
---|---|---|
Alerts | 1487326532 | Fixed. Home/Alerts works as expected. Previously, an issue caused the system to throw an error when clicking on an alert to delete or save, for example. |
Calculated Fields | 1419139069 |
This issue has been reverted. Calculated field functions that use the concept of "Today", such as Today(), Now(), and MonthStartDate() are now evaluated in the context of the user running the formula (currently logged in user or in some cases the dashboard owner). This is consistent with how Today () is considered in other places in PPM Pro. Note that this may cause some of your calculated fields to produce different results, because previously these functions were evaluated according to the system's time zone (which was usually Pacific). |
Dashboards | 1508625273 |
Fixed. Dashboard date filters are working as expected. Previously, an issue caused dashboard component filters to evaluate the current month only instead of the specified date range "next NNN months including this month". |
Financial Entries | 1448884119 | Improved. Performance improvements when loading the financial entries grid with a large number of entries. |
Internationalization |
1485981832 |
Improved. Accessing and using Organization > Finances > Currencies works as expected, even when using a large number of currencies. Previously, configuring a large number of currencies could make the Currencies page load slowly or not at all. |
Mobile | 1497090831 |
Fixed. The local decimal separator on the iOS keyboard is displayed when the user taps into a number field. Previously, the numeric keypad was missing a separator sign like a period or a comma, preventing users from entering fractions of hours. |
Projects | 1451793952 |
Fixed. When creating a project from the template that includes the Unit field, the project is created as expected and includes the mapped Unit value. Previously, the new project did not map the Unit field value that was present in the template project. |
Projects | 1486822964 |
New. The project ID can be displayed on project grids, such as a portfolio's associated projects section. Previously, the system did not offer the project ID as a column option. |
Projects, Permissions | 1513492522 | Fixed. Permission profiles can be configured and work as expected for projects with one category only. Previously, if there was only one category configured for projects, an issue caused any permission profile that contained Project > Delete permission and Project > Edit > PMO Locked permissions to ignore the Edit > PMO Locked permission (users could not edit PMO locked fields). |
Reports (Audit History) | 1402429358 |
Fixed. Audit History reports configured for the New action will return newly created entities, as expected. Previously, if an entity was both created and modified within 1 minute, the report was not capturing the New entities (fields entered when first creating). |
Reports (Audit History) | 1524044404 |
Improved. Task audit reports are performant. Previously, task audit reports were running slowly and/or timing out for customers with large datasets. |
Reports (legacy) | 1479266710 | Fixed. Values displayed on cross-tab pie charts round properly. Previously, an issue with number scaling prevented the use of decimal values. |
Requests | 1452034563 | Fixed. (Firefox only) All fields on a request can be viewed/edited as expected - all fields are fully visible. Previously, an issue was preventing the request form to render in full height, and some fields were being cut off. |
Scoring | 1405858957 | Fixed. You can an edit/modify/delete a score from a project even if a category has been deleted. Previously, an issue was preventing users from scoring a project after a scoring category was removed. |
Scoring | 1423599601 |
Fixed. Locale-specific value separators (decimals, thousands indicator) are correctly applied to scoring values, as expected. Previously, an issue regarding locales that use a comma as a decimal separator caused the scoring values to display improperly, or not at all. |
Task, UI | 1510628914 | Fixed. Multiple resources/roles can be added to a task, as expected. Previously, after adding 4-5 roles, an issue caused the system to leave a "ghost" (white, empty box) in the top-left corner of the screen. Wooooo, spooky. |
Tasks | 1481891272 |
Fixed. Users with Delete task permission can delete a task that has a cross-project dependency on a task in a confidential project, as expected. Previously, an issue caused the system to throw an error when a permitted user of the confidential project clicked on the task that was formerly involved in the cross-project dependency. (I tried to work in "a task formerly known as Prince" but couldn't pull it off.) |
Tasks | 1514283479 |
Fixed. If a project is configured to use % Complete Method = Task Manual (Duration), but the Duration field is not included in the task category (not required for iterative tasks), users will be able to add tasks to the plan, as expected (note, however, that you shouldn't use the Task Manual (Duration) approach if you do not have a task duration!). Previously, an issue caused the system to throw an error when the user attempted to create an IWM task (with no duration) when % Complete Method = Task Manual (Duration). This fix just causes the system to fail gracefully rather than throw an error - again, not recommended to use the Task Manual (Duration) if you are not using task duration in your WBS. |
Timesheets | 1502272326 |
Fixed. Time Managers can enter time for Integration Users, as expected, even when their organization's timesheet filters are set to Project: Current User is Active Team Member. Previously, an issue prevented Time Managers from entering time on behalf of integration users if that filter was in use. |
Unit | 1504509437 |
Fixed. When moving resource from one unit to another, the Move Unit modal works and looks as expected. Previously, extraneous characters were visible after the "Current Parent Unit" and "New Parent Unit" labels. |
WS API | 1491225856 | New. You can now use the WS API to add associations between projects and requests. |
WS API | 1514396126 |
Fixed. If an invalid resource is passed in using updateEntity, the system will return an error, message as expected, and the existing value will remain. Previously, an issue prevented the system from returning an error message, and caused the existing value to be Null-ed out. |