What's New - September 2018
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 | September 7 |
System released to sandbox environments | September 14, 10 PM - 1 AM PT |
System released to production environments | September 21, 10 PM - 1 AM PT |
Releases are deployed during the standard maintenance windows, which are Fridays, 10 PM PT - 1 AM PT.
Reminders
- Features that are ready will enter GA status in the first month's release of each calendar quarter: January, April, July, October. There will be an occasional variance from this schedule. You can enter a support request to move a beta feature into your production environment.
- You can request that beta features be enabled in your production environment by entering a support ticket. Please note that any issues you find will be handled during the normal development cycle.
New! Subscribe to Release Information Alerts and Webinars
Planview sends out status emails in advance of planned releases/updates. These alerts include the date and time window of the update, as well as a link to the release notes that include a list of the issues addressed in the update/release. To subscribe to these alerts, please go to https://status.planview.com/ and click the Subscribe button.
In addition, we hold a live product release webinar - typically on the Wednesday before the production release. This webinar will be hosted by PPM Pro product management and consulting personnel, and will include time for Q&A. Click here to register.
Update 1
Release planned for Friday Sept 28, 2018, pending QA approval
Function Area | ID | Release Note Descriptions |
---|---|---|
Dashboards | 1759538829 |
Issue: Dashboards published on a schedule are throwing an error when trying to retrieve data through the OData service. Manually published dashboards are working correctly. This will be fixed in the update release. Workaround: Manually publish |
Projects | 1759799965 885528517 1759802786 1759801591 1759802580 |
Issue: If only one project category is configured, when creating a project directly (not using a template), the fields on the second (Details) page of the project wizard do not appear. This will be fixed in the update release. Workaround: There are two workarounds for this issue:
Both of these workarounds will allow you to successfully create a project.
|
Requests | 1759774699 |
Issue: If the new requests feature has been enabled, existing requests users cannot login. This will be fixed in the update release. Workaround: Turn off new requests. |
New Feature Matrix
Available |
Notes |
Status |
For more information… |
|
---|---|---|---|---|
Spreadsheet-Style Task Editor |
Delivered in September
Coming later:
|
Beta Note: This feature is not yet available for use in production environments. |
||
New Requests! (aka Requests revamp) This feature will be rolled out over the course of several releases ("rolling beta"). The Initial Features are part of the June release. We will update this list every month to indicate when/what additional features will be included. Legacy requests will continue to be supported for the foreseeable future. You can use legacy requests and new requests side-by-side while you set up the new requests to your liking. Since the new model is different from the legacy in several key ways, we are not planning an automated migration at this time. |
Delivered in September
Delivered in August
Delivered in July
Delivered in June
Coming Later
|
Beta |
|
|
Project Financials The following project report field names have been changed:
The following task-based entity names have been changed:
The report source names reflect these changes.
|
Delivered in September
Delivered in August
Delivered in July
|
Beta (current) GA target - October |
||
Coming Soon! | ||||
Multi-currency Support |
The ability to use multiple currencies allows team members, offices, and locations to easily digest project information and have visibility into costing and resources in a currency that makes sense to them. The active currency applies to all financial and/or monetary data, including money UDFs and calculated fields, billing and internal rate data.
|
Beta Target - Q4 2018 | ||
Enhanced T&E User! |
The Time & Expense user will be able to view tasks and issues on their Home page.
By default, users can view/edit Tasks/Issues they own - minus a few fields that require additional permission (Project > Edit > Tasks). |
Target - October |
Release Notes
Function Area |
ID |
Release Note Descriptions |
---|---|---|
Dashboard |
1759622484 |
Improved. A rich-text editor is now used for creating customer dashboard notification message, providing additional formatting options. |
Dashboard |
1759693783 |
Fixed. Published project dashboards can be re-run as expected. Previously, an error was thrown when attempting to re-run the published dashboard. |
Dashboard, Permissions |
1759650454 |
Fixed. Users can access published dashboards as expected. Previously, some users received an error saying they did not have appropriate permissions. |
Expenses |
1758830312 |
Fixed. Users can charge expenses to project to which they have been scheduled. A regression was allowing users to charge expenses to any project, regardless of whether they were scheduled to a task. |
Expenses |
1758885185 |
Fixed. Users can log expenses only on projects where they are scheduled to a task. |
Filter |
1759651646 |
Fixed. You can create a filter for task schedules. Previously the system threw an error upon saving a task schedule filter. |
Finances |
1759544918 |
New. Financial Entry attachments are displayed in the project/Attachments section, in addition to the entry's Attachments tab. |
Portfolio |
1759656060 |
Fixed. Clicking on a portfolio in Chart view displays the portfolio Details. |
Portfolio, Reports |
1759660545 |
New. The Parent Portfolio ID field has been added to portfolio report sources. |
Project |
1759709268 |
Fixed. The count for project Status Comments now displays the correct value. |
Publishing, Dashboard |
1759679394 |
Fixed. After re-running a published dashboard, the Export to Excel option remains available. |
Reports |
1758809289 |
Fixed. Default and Reverse Default sort order now work as expected when sorting a report on a lookup list. |
Reports |
1759529809 |
Fixed. In Gantt reports that use the Show % Complete property, the percent value is formatted correctly in the hover text shown when hovering over a bar. Previously the value was formatted as a decimal (0.3077 vs 30.77%). |
Resource Staffing |
1759116435 |
Fixed. (Centralized Staffing) The Designated Staffer can be edited/cleared. Previously, the field was re-populating to the previous value after the user attempted to edit the field. |
Resource Staffing, Permissions |
1759561423 |
Fixed. Users without edit permission on the project Settings section can edit the Staffing screen settings (provided they have project Edit > Staffing permission. Previously the system threw an error when users without Edit > Settings permission clicked the Settings icon on the Staffing screen. |
Scoring |
1759559319 |
Fixed. The project hyperlinks on the report generated from the Admin/Setup/Scoring/Scoring Profile page (click the Print button) are working as expected (live). |
Scoring |
1759606176 |
Fixed. Scoring criteria can be edited as expected. |
Security |
1759571200 |
Improved. The GDPR anonymization feature now obfuscates the resource photo. |
Timesheet |
1759609655 |
Fixed. Users can enter Administrative time. |
UDF |
1759373145 |
Fixed. UDF drop-list fields work correctly - values can be selected and saved in rendered projects. Additionally, selecting these fields in the self-serve admin facility no longer throws an error. |