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Planview Customer Success Center

What's New - September 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 September 3
New features released to sandbox environments September 10
New features released to production environments September 17
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 September 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

  • Reporting on financial summary
  • 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 :)


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

WS API - Entity type 208 (Task Budget) is being deprecated with the September release.

The Task Budget fields should be accessed by the task entity - there is no change for the Task entity methods.

Coming Soon   Date  
List: Time Series Background Color Options (Cap/Demand)   Target - Oct  
"Display Data As" options for grids   Target - Oct/Nov  
Task Timeline   Target - Oct/Nov  

Release Notes - Sorted by Release Date 

Release Date Function Area LeanKit card Release Note Description
October 8 Financial Entries 1629450873 Improved. We improved performance when updating Financial Entry Forecasts (through the WSAPI). Previously, updating Forecasts that had thousands of child Actuals caused long wait times and/or browser/API timeouts.
October 8 Financial Entries 1618529368 Fixed. You can now change project currency without throwing an error. Previously, changing the project currency caused an error to be thrown when UDF money fields in financial entries had values entered.
October 8 Requests 1629983208 Fixed. The values in the Created By fields in the Request History and Activity Log History now match. Previously, they did not match.
September 29 LeanKit - PPM Pro Integration 1626741826

Fixed. Integrating the same project with both LeanKit and Projectplace works as expected - updates are made to appropriate products according to whether Sync with LeanKit and/or Sync with Projectplace are enabled. Previously, an issue caused the application to re-enable the Sync with LeanKit checkbox after unchecking it when the project also had the Sync with Projectplace flag set.

September 24 Dashboards 1622455368

Improved. Dashboards that contain many reports configured to "Auto-size height in dashboard to fit content" render as expected. Previously, rendering the dashboard took longer than expected.

September 24 Reports 1623582377

Fixed. When copying a report definition, any field-level filters configured in the original definition will also be configured in the report copy, as expected. Previously, an issue caused the report filters to be cleared after saving and running the new the report.

September 24 Reports 1623552959

Fixed. If a report is configured to "Allow Changing" Time Series settings, and then the report definition is modified to no longer be a Time Series, when a user runs the report the run-time modal displays as expected. Previously, when a user ran the report they were presented with a white box instead of the Runtime Options modal if the report had been changed from a Time Series report to a non-Time Series report. 

September 20 Calculated Fields 1605890023

Fixed. The CalendarDays() function works as expected. Previously an issue caused the system to return an error when using the CalendarDays() function.

September 17 (production) Dashboards 1622368023

Fixed. Report components in a dashboard render correctly even if auto -size height is enabled.

Septemberm17 (production) Reports 1621341552

Fixed. When running a project Time series report, setting a date range and running the report works as expected, even if you change the date range while viewing the report and rerun it.

September 17 (production) Reports 1621810348

Fixed. Using the Lock Columns feature in list reports works as expected. Previous, an issue caused the columns on the locked side to disappear if you tried to edit the columns widths.

September 17 (production) Requests 1618491561 Improved. Users can now navigate away from the Request Card View without getting a network error. Previously, an issue caused a network error to be displayed if a user navigated away from the Request Card View immediately after landing on the page.
September 17 (production) Tasks, Alerts 1614973770

Fixed. When changes are made to a child task in a Project that has task modifications alerts enabled for the project owner, the project owner receives a notification, as expected, even if the change does not impact the Project target date. Previously, an issue prevented alerts from being sent to the project owner unless the change resulted in a change to the Project target date.

September 17 (production) Timesheets 1610168234

Fixed. Viewing/selecting the timesheet periods drop list works as expected when choosing view all timesheet periods for the last 6 months - any timesheet period in the list can be selected. Previously, an issue allowed only the current timesheet period to be selected when choosing view all timesheet periods for the last 6 months.

September 10 (sandbox)
September 17 (production)

Calculated Fields 1609149261

Fixed. 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).

September 10 (sandbox)
September 17 (production)
LeanKit/PPM Pro Integration 614485611

Fixed. When syncing a PPM Pro project with LeanKit, the Sync with LeanKit setting is disabled by default.

September 10 (sandbox)
September 17 (production)
LeanKit/PPM Pro Integration   New. The same PPM Project can sync with both Projectplace and LeanKit. Huzzah!
September 10 (sandbox)
September 17 (production)


Fixed. Sorting in "floating" drilldown reports works as expected. Previously, after drilling down to a floating drilldown report and attempting to sort, a blank page was rendered.

September 10 (sandbox)
September 17 (production)
Reports 1583111853

Fixed. When exporting crosstab reports to Excel, the single quotation mark ( ' ) is rendered as expected. Previously the HTML value "&#39" was rendered instead of the actual single quotation mark.

September 10 (sandbox)
September 17 (production)
Reports 1600725201

Fixed. Tile reports render the field value as expected, even when the field is configured as a drilldown. Previously, if the tile field was configured as a drildown, the value would not appear.

September 10 (sandbox)
September 17 (production)
Reports 1578824572

Fixed. When exporting reports to Excel, numeric field cells with zero value are represented by "0", as expected. Previously, an issue caused zero values to be represented by blank cells.

September 10 (sandbox)
September 17 (production)
Reports 1606904518

Fixed. Gauge report labels display correctly, even when the report is small. In addition, the fonts for the measurement value and the field name can now be configured separately, and the Value and Measurement fields are now stacked.

September 10 (sandbox)
September 17 (production)
Reports 1603699893

Fixed. Updates to a resource's calendar are reflected in resource capacity time series reports, as expected. Previously, an issue caused the report to hold on to old data instead of reflecting the updated capacity values.

September 10 (sandbox)
September 17 (production)
Reports 1566355334

Fixed. Task role list reports show actual cost for any resource, regardless of whether or not they are scheduled to a task. Previously, an issue prevented the report from displaying actual costs for any resource that was not scheduled to a task.

September 10 (sandbox)
September 17 (production)
Reports 1606460887

Fixed. List Time Series reports using a Date Range filter of "Yearly" work as expected. Previously, an issue caused the "Yearly" date range filter to be ignored and as a result reports returned data outside of the desired range.

September 10 (sandbox)
September 17 (production)
Reports 1570142651

New. A new setting called "Merge with Column on Left" provides the ability to merge columns in list reports (including List: Time Series). This allows you to display two different fields of the same type under one column header. Configure this setting using the column header menus in the List report preview pane.

September 10 (sandbox)
September 17 (production)
Reports 1607044641

New. New reporting fields "Actual Cost" and "Billable Amount" are based on internal rate and billable rate, respectively. When there are multiple internal rates for a time period, actual cost is calculated based on the internal rate for that particular period. Previously, Project > Actual Cost (Time Series) returned Billable Amount when configured as Billing: Billable, or Billing: Both Billable and Non-Billable.

September 10 (sandbox)
September 17 (production)

New. New field paths available when using Time Series specialty, allowing you to mimic the output of the capacity and demand user interface. You can put these capacity and demand reports on dashboards.

September 10 (sandbox)
September 17 (production)

Reports (Legacy) 1609625817

Fixed. Multi-select list fields on KPI trend reports render the list item values, as expected. Previously, an issue caused the multi-select list to display field IDs instead of item values.

September 10 (sandbox)
September 17 (production)

Requests 1568109241

Fixed. Notifications to pending approvers - both on the request itself and on the gate configuration - work as expected. Previously, an issue was causing notifications to be sent to pending approvers, even when that notification was not enabled.

September 10 (sandbox)
September 17 (production)
Resource Staffing 1613592402

Fixed. (Managed Staffing) After selecting multiple resources on the Home/Resource page, the Add Staffing Entry menu item is inactive. Previously the menu item looked active, which was confusing to users who tried to multi-select and request staffing.

September 10 (sandbox)
September 17 (production)
Staffing 1608872748

Fixed. Find Demand now shows unstaffed demand correctly in Resource Workbench even when using Managed Staffing. Previously, an issue caused unstaffed demand to not show for Find Demand in Resource Workbench when using Managed Staffing.

September 10 (sandbox)
September 17 (production)

Tasks, Spreadsheet-style Editor 1607191766

Fixed. The spreadsheet editor can be opened and used as expected, even if there is a calculated field on the Task Details that is in an error state. Previously, an issue prevented the spreadsheet-style editor from opening if a calculated field on the task Details had thrown an error.