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Planview Customer Success Center

What's New - September 2025

September 2025 Release

Read about the new features and resolved issues in this release of Planview PPM Pro. You can also get a preview of upcoming features in development now.

        

           

           

New Features and Updates for Planview PPM Pro

The following tables describe the new features in this release of Planview PPM Pro.

 

Product Category Description Additional Information
Financials Financial entries can now be exported to excel and updated changes can be imported back. Note: Currently new data can't be imported. Only updates to existing records is supported.
Whiteboard Whiteboards can now be enabled/disabled based on a project category. 

 

Admin A new 'Display Name' field is now available in the variable settings. This allows users to define a custom name for a variable within a specific category, which will be prioritised over the default name.  
PPM Pro - AgilePlace V2 Added Agileplace logo in the project list view for projects that are synced with Agileplace and shows summary when logo is clicked.  
Calculated Fields Added a new function GetFinancialEntryContour to calculate Financial contour values. This supports Actual Amount and forecast amount for financial entries  

 

           

           

Coming Soon

Reminders

  • New features that are ready will enter GA status.
  • Target dates are subject to change.
  • Inner circles are offered as a way for our interested customers to collaborate with Product Management and each other, provide feedback on product capabilities, and guide new feature development. Click here for more information or to register.

Coming Soon to Planview PPM Pro

 

Product Category Description Targeted Release Additional Information
Planview.Me

Support for widgets for PPM Pro

 

            

            

       

 

           

           

Resolved Issues for Planview PPM Pro​​​​​​

Service Cloud/Salesforce Case Release Note Description

00909310

Fixed an issue where the Resource Workbench Allocation section did not display all projects allocated to a resource.

00695644

Fixed an issue in requests and legacy reports where scrolling with the mouse wheel showed a blank screen for large number of records.

00882672

Fixed an issue where Save button in Reports remains enabled even after saving.
00889847
00733371
Fixed an issue where description and datatype of the field 'Team Member Role Id' was incorrect:
1. On mouse hover in reports.
2. Task Schedule data import flow.

00746008

00755632
Fixed an issue where the Date Field (Trend field) lost its conditional background color formatting when exported to Excel.

00890666

Fixed an issue where time-series report did not include out-of-schedule actual hours (entries submitted outside a task’s scheduled duration).

00885115

Improved timesheet performance in cases where holidays fall within the same week.

00880374, 00905059

Fixed an issue in resource workbench where weekly calculations for allocations and availability displayed incorrectly for weeks spanning two quarters. 
2133286548 Fixed an issue with inconsistent radio button selection when changing field access for a entity.

           

           

        

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 11
New features released to sandbox environments September 12
New features released to production environments September 19
Update Release note September 26
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.
  • 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 https://status.planview.com/ and click the Subscribe button.