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Planview Customer Success Center

What's New - January 2026

January 2026 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

Anvi Chat

Anvi Chat replaces Assisted Help in PPM Pro. Currently, Anvi Chat is enabled with a CSC Agent that can be used to ask questions and receive summarized, relevant information from the Customer Success center documentation. Users can customize how Anvi formats responses by asking pointed questions. For example, "How can I delete a task? Please respond in bullet points." Anvi Chat requires Planview Admin to be enabled. 
Calculated Fields GetFinancialEntryContour function now supports a filter similar to GetStaffingData.  
Card view / Kanban view The values in 'Show' dropdown can now be multi-selected without closing and opening the dropdown again.  
Reports 'Run as' and date information are now available in reports and report exports when enabled under the display section of the Reports edit screen.  

 

           

           

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

Insights widgets for PPM Pro. Displays a brief summary of project and recommended actions based on predefined insights that are generated by Planview Anvi.

January

Planview.Me requires Planview Admin to be enabled.

Audit Reports Audit Reports are now coming to R2D2. February-March  

 

           

           

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

Service Cloud/Salesforce Case Release Note Description

           

           

        

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 January 8
New features released to sandbox environments January 9
New features released to production environments January 16
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.