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Planview Customer Success Center

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.


  • 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 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.


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




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:

  • Ability to change report component headings in dashboards
  • Dashboard Overviews! Project and Home
  • Minor usability enhancements around Content tab
  • Dashboards grid from where you can New/Edit/Run dashboard
  • Content tab (Title, Description, Available Reports) with ability to drag and drop or click “Add” button to add a report to the dashboard
  • Scope tab with ability to specify what entity dashboard grids the dashboard shows up on
  • Preview - able to move reports around, resize, and Remove
  • Variable properties on report components to adjust filters

Known Issues

FAQs Dashboards (Beta)

Dashboards - Then and Now (Beta)

Using the Dashboard Designer

Setting Up Overview Dashboards (Beta)

Dashboards (Beta) Cookbook


Reports Revamp

If you wish to enable this feature in your production environment, enter a support case requesting to do so.

Rolling beta highlights:

  • Drilldown links can open target in new tab or floating window
  • Ability to wrap column header text for List reports
  • Stacked list reports
  • Reporting on hierarchical entities (tasks, portfolios)
  • Ability to edit/rearrange color palette
  • Ability to express % value on pie and donut charts
  • Drilldowns from all chart types to appropriate targets (report, dashboard, data), including from multi-select fields
  • Export to PDF for all reports other than Gantt
  • Export to PowerPoint for all reports except List, Crosstab, and Gantt
  • WYSIWYG report designer with field search - real-time preview of sample report output 
  • and much more!

See previous release notes for complete list of features. Completed feature list winnowed down for readability :)


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!

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.
  • Set up summary, including creating summary fields and data streams, adding Financial Summary section to project categories in SSA.
  • Using summary, including creating in Project/Financial/ Summary view either from scratch or by importing from project template.

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      

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.

  • Effective December 31, 2020 we are offering very limited support:​

    • We will no longer be testing IE11​.

    • Only critical bugs reported by customers will be triaged, with no guarantee of a fix​.

  • We will completely stop support as of March 31, 2021​.


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.


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.