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Planview Customer Success Center

What's New - May 19, 2017

Release Schedule

Click here for an overview of the Innotas release process. 

The table below lists this month's product release dates:

What When
Release Notes published May 5
System released to sandbox environments May 12, 10 PM - 1 AM PT
System released to production environments May 19 10 PM - 1 AM PT

Releases are deployed during the standard maintenance windows, which are Fridays, 10 PM PT - 1 AM PT.

New Feature Matrix 

Available

Notes

Status

For more information…

Effective Dates on Internal Rates 

- Create and assign rate tables

GA

For more information, take a look at the documentation. There is also a new Internal Rates and Effective Dating training video.

API changes for handling of date/time fields 

-Timezones no longer accepted (not stored by UDF Date-Time fields)

GA

API Changes

Custom Timesheet Alerts

- Timesheet alerts now enabled in production environment
- Legacy timesheet alerts have been removed
- End-of-life 190 reports June 2017

GA

Working with Timesheet Alerts

Life After 190 Reports

Late-Breaking Timesheet Alert Features

Profile-based Permissions for Projects: row level report permissions 

- Click here for list of known issues

- Opt-in on sandboxes (enter a Community case to request access)

- Opt-in on production environments as long as you are aware of the known issues
 

Beta – Nov ‘16
GA – June

Using Profile-Based Permissions for Projects

Using the Permissions Explorer

Migration Guide

Notes for API Users

Interactive Gantt Report

-The Gantt report can now be manipulated like the project/task Gantt charts: zoom, next/previous intervals

Beta – April
GA - July

Example Interactive Gantt Report
 

New ticketing portal 

- Innotas case management migrating to Parature

- Case submission will be limited to Innotas administrators

June

 

Migrating Community to the Customer Success Center 

- CSC is the new home of What’s New & Release Notes, release recordings, and other informational articles and announcements (May)

- Innotas Forum will now host user questions, answers, and discussions (June)

May - June

Innotas CSC

Innotas Inner Circles

Please see this announcement if you are interested in participating in any of 3 new inner circles:

  • Onboarding and Adoption
  • User Experience Workflows
  • Reporting and Artifacts
   

COMING SOON

     

Cross-Project Dependencies

- Ability to create dependencies between task that belong to different projects

Beta - June

 

Updated Manage Filters facility

- An updated, user-friendly facility for building filters quickly

Beta - June

 

Attachments: Upload up to 100 MB

Attachments can now be up to 100MB (previously was limited to 10MB).  When emailing larger attachments, the email will now include a link to the attachment rather than a MIME attachment in the email itself.

June - GA  

Release Notes

Function Area

ID

Release Note Descriptions

Admin

1594029007

New. There is now a field on the resource record which allows email to be temporarily disabled for a given resource. Enabling this feature will disable all email to a particular resource - alerts, timesheets, manual sending, and so on - but not places where you type an actual email address like in the published dashboard notifications. The email field remains populated so you can disable the feature later and the email will become active again.

Admin

1595690062

Improved. The ID column has been added back to the lookup list and lookup list values grid.

Calculated Fields

1594761895

Improved. The Description field for calculated fields now accepts 2000 characters. If you reach that limit, you will be prevented from entering more text. Previously, when the 200 character limit was reached, a message appeared and the contents of the field were deleted, rather than trimmed.

Dashboard

1595248501

New. Now entity level dashboard alerts display the subject in the format "Dashboard <dashboard name> on <entity name> is ready", so users can quickly identify the project on which the dashboard is based.

Dashboard,Reports

1595702500

Fixed. Color schemes are rendering properly in dashboards. Previously, an issue with the new lookup list feature caused some charts to render in brown.

Data Dictionary

1595696222

Fixed. Data dictionary changes are reflected in lookup lists.

Expenses

1595638969

Fixed. When using profile-based permissions for projects, users can enter expenses for tasks they are scheduled to in projects they can view. Previously users were unable to enter project expenses when profile-based project permissions were enabled.

Filter

1594978977

New. Users can create resource filters based on email addresses. The "contains" operator is provided.

Filter

1595617400

Fixed. Projects can be filtered by scoring profile. Previously, "Scoring Profile Is..." did not present the list of scoring profiles.

Internationalization (I18N)

1595390384

Fixed. User with French/Canada locale will no longer receive an error in the Resource Workbench.

Import 1595780151 Fixed. Basic importing from MSP 2016 is now supported.

Issue

1595476258

Fixed. "Project" is no longer pre-pended to the title of the Issues/Risks grid (or whatever you have renamed it). That naming convention only made sense if the entity did not already contain the word "project". So now if you have renamed "issues/Risks" to Project Logs, you will no longer see "Project Project Logs." :)

Permissions

1595209530

Fixed. A problem with the All Users group suppressing permissions for viewing reports has been fixed.

Project

1594175845 

1594131880

1595384690

Fixed. Email lists generated from the project Team screen now use semicolon separators and work successfully with Outlook.

Project

1595189834

Fixed. When there is one baseline, deltas are calculated automatically without requiring you to select the baseline from the droplist. If there are multiple baselines, deltas are calculated automatically using the default baseline, unless a different baseline is selected. Deltas are displayed regardless of allocation unit (hours or headcount).

Project

1595453259

1595384690

Fixed. Inactive users proposed to be staffed to a project are displayed in italics and strikethrough. When the inactive user is replaced with an active user, the proposed active user is displayed with italics only. Previously, the active proposed user that replaced the inactive proposed user was displayed with italics and strikethrough.

Project,Resource Staffing

1595422296

Fixed.The split screen divider is working correctly in Project staffing page. It can be adjusted by sliding it right or left. Previously, the divider would bounce back to the center of the screen after being adjusted.

Reports

595609835

Fixed issue causing resources with names like "Green" colored green.

Reports

1594441556

New. The Unit Manager field is now available in the Related folder of Resource Planning reports.

Reports

1595021211

1595296327

Fixed. When exporting a report or dashboard to Excel, the report details use the correct date and time based on the user locale. Previously, the details used the pacific timezone regardless of user locale.

Reports

1595332128

Fixed. Titles and drill down links now render and behave as expected in bubble charts.

Reports

1595655126

Fixed. If a report is rerun with different filters, the printed details reflect the last used filters. Previously, the printed details displayed the filters that were used with the initial run, not the most recent rerun.

Reports

1595682852

Fixed. Gantt chart reports configured with Color By the RYG Overall field work as expected (renders with the expected colors).

Reports

1595685226

Fixed. Fixed issue causing last color in palette to repeat when the color should wrap to the first color and start the sequence over.

Resource

1595657753

Fixed. The contours pane in the Resource Workbench can be sorted Ascending/Descending. Previously, these menu options were inactive.

Self Service

1593472511

Improved. Renamed the autocomplete subtype 2 "Current Resources" to "All Resources". The pick list contains active, inactive, and terminated users, so the new name is more accurate.

Self Service,Permissions

1593522163

Fixed. Restrictions placed on fields are also respected in the bulk editor. Previously, fields restricted to certain users were editable by all users in the bulk editor.

Task

1594566965

Fixed. The ID inspector works as expected from all task areas (locked fields, unlocked fields, Details panel.

Task

1594758902

Fixed. The task Budget Cost field value now renders correctly.

Task

1595198042

New. If scheduled hours and HTC are both zero, when scheduled hours is changed to to a non-zero value, the HTC will automatically update to match.

Task Workbench

1594921062

Fixed. When creating a new task using the shortcut Alt+I, the focus remains on the newly created task, rather than highlighting the summary task.

Task Workbench

1595658044

1595020435

1595429074

Fixed. After creating a new task, the focus remains on the new task, and the user is no longer "bounced" to the top of the page. Similarly, after deleting a task, focus remains on the task directly below the deleted record.

Timesheet

1594852015

New. Users can now unsubmit timesheets, make changes, and then resubmit. Currently, in order to get a submitted timesheet back for editin, users have to request approvers to reject timesheet so that they can make changes. With this new feature, user can pull back the timesheet, address errors/omissions, and resubmit for approval.


Optionally, administrators can set up an alert to notify all approvers that the timesheet was pulled back by the submitter.

UI

1595598835

Fixed. The Projectplace integration field value prints and exports correctly. Previously, the field value was always "No".