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Planview Customer Success Center

What's New - February 2026

February 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
Planview.Me Insights widgets for PPM Pro is now available. 
Analyzes your PPM Pro project data — from task progress and schedules to financials, staffing, and project logs — to generate a consolidated status report. Planview Anvi surfaces critical signals like schedule slippage, budget variances, and open issues, helping stakeholders quickly assess project health and identify items needing attention without manually pulling data across multiple views of a project.
Requires Planview Admin to be enabled. Please reach out to our care team for any assistance.
Audit Reports

Audit Reports are now available in R2D2 (Reports).

  • These reports can be created by navigating to Reports -> New -> Entities (search for audit)
  • Use the data section in the Display tab to configure audit parameters and timeframe.
  • Use the filters section in the Variable Settings tab to set when these parameters can be modified (Before running, When viewing).
  • Audit Reports created in Legacy reports will continue to work as before. Please recreate them in R2D2 for better customizability and performance.

Note: The following audit report types are not available for now:

Portfolio-Portfolio Sub Portfolios, Portfolio-Project Log Sub Portfolios, Portfolio-Project Sub Portfolios, Portfolio-Task Sub Portfolios,

 

Financial Entry

The "Import from Excel" option in financial entries follows the users permission level for actuals and forecast data. Now users can add/edit just the data they have permission for using excel import.  

 

           

           

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

Visualization widget for PPM Pro. Geared toward project managers, program managers, portfolio managers, and executives who are interested in seeing easy-to-interpret portfolio and project-related data, the Data Visualization widget displays a high-level summary of Planview PPM Pro data in a visual format, such as a chart or graph. 

February-March

Planview.Me requires Planview Admin to be enabled.

 

           

           

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

Service Cloud/Salesforce Case Release Note Description

00993034

Fixed an issue where updating the bill rate for a role (e.g., QA Analyst) failed with unexpected or null errors.

00999766
01000380

Fixed an issue where Trend reports were show wrong project names for the entities where the trend field has no data. Now the trend report will show blank for this case.

00985481

Updates to license usage rules: Stakeholder licenses cannot be used to create Time user.

00805199

Fixed an issue where Crosstab-type reports do not display colors correctly based on configured custom color rules

00799722

Fixed an issue where aggregated fields were displaying background color. Aggregated totals now render without any background color.

00969445

Fixed an issue where "Last Modified Date" field value in reports do not follow user’s preferred time zone.

           

           

        

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 February 12
New features released to sandbox environments February 13
New features released to production environments February 20
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.