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Planview Customer Success Center

What's New - May 2023

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 May 5
New features released to sandbox environments May 12
New features released to production environments May 19
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 are delivered weekly
  • 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.


Action Required

If your instance is using PVAdmin: Please ask your internal IT helpdesk to safelist these domains: or * Safelisting both domains ensures that your notifications will not be blocked by your email spam blockers when the new notification services is launched.






For more information…

Notification Service

PV Admin use is needed to leverage the new service and UI component for notification log. Please submit a support case to enable notifications and view the new log. 




Infrastructure for notification services and new sender: will be enabled upon request for PV Admin users.

Non-PV Admin Users: Notifications will still be routed to email as expected via the address. Alerts -> Home page will remain as is today. 

PV Admin Users: Notifications will be routed via new sender and a new UI component under Home -> Notifications will display notifications sent to user in the last 14 days.


Sandbox - March 2023 Update Release

Production - April 2023 

Notifications (Planview Admin)


Release Notes - Sorted by Release Date 


Release Date Function Area AgilePlace card Release Note Description
May 19 API 1751858342

Fixed. When using the WSAPI call getEntityNotes and specifying noteTypeId=86, the Notes object was returned instead of Status Comments. Now Status Comments are returned correctly.

May 19 Projects 1897924568 Fixed. Users cannot create a project from a template that spans more than 20 years and when they did so, the error message they received did not indicate this. Now, the error message helps users resolve the error by saying, "The Target date for Project (title) must be within 20 years." 

May 12 (sandbox)

May 19 (production)

Reports 1854677697 Fixed. Data was not being shown in columns after drilling down or in exported versions of the report. This issue no longer occurs.

May 12 (sandbox)

May 19 (production)

Reports 1905155652

Fixed. To prevent confusion when using Last Run By fields, were introducing the following labels and tooltip descriptions:

  • Last Run By (Local)
    • The user who last ran the report on this report grid
  • Last Run Date (Local)
    • The date this report was last run on this report grid
  • Last Run By (Global)
    • The user who last ran this report across all report grids
  • Last Run Date (Global)
    • The date this report was last run across all report grids