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Planview Customer Success Center

2018 Release Notes Archive

New Feature Matrix and Release Notes Highlights Link to Webinar Recording
December 2018 Happy Holidays! No December Webinar, see you in January
November 2018
  • Request scoring
  • Spreadsheet-style editor - reconciliation guidance, improved multi-user support

Live Webinar Recording - November 15

October 2018

Update 1 - November 2

  • Project-level Finances GA
  • Able to report on associations between entities - both directions
Live Webinar Recording

September 2018

Update 1 - Sept 28

  • Spreadsheet-style task editor (beta)
  • Ability to associate/create tasks and issues from requests

New! Horizons 2018 Agenda

Live Webinar Recording - Sept 19 Webinar

August 2018
  • Dashboard enhancements
  • Additional financial entry reporting fields, ad hoc filter
  • Project category permissions

Live Webinar Recording - Aug 15 Webinar

Implementing Project Portfolio Management: Using Planview PPM Pro for Strategic Planning, by Crescent Bank - Customer Webinar Recording

July 2018

Update 1 - July 27

Release Webinar July 18 - sign up now!

Financial entries - beta

  • Data Import, API
  • Reports, calc fields
  • Alerts

Requests - rolling beta

  • Copy notes/Attachments to associated entities
  • Category permissions
  • Reports

KPI reports now GA

OData feed now GA

Live Webinar Recording - July 18 Webinar

OData Webinar Recording

June 2018
  • Requests Revamp (beta) - 1st Edition.
  • OData Webinar July 10 - sign up now!
Live webinar recording - June 2018 Release

May 2018

Update 1 - May 25

Update 2 - May 30

  • Project Financials (beta)
  • GDPR support

Live webinar recording - May 2018 Release

April 2018

Update 1 - April 27

Update 2 - May 4

  • KPI Trend Reports (Beta)
  • Audit reports can be placed on dashboards (Beta)

Streaming recording link:
https://planview.webex.com/planview/ldr.php?RCID=fce5cf18580ad36b5220d3cf9882e33f

Download recording link:
https://planview.webex.com/planview/lsr.php?RCID=dd0fbf474b451f86f855d63dd3ee9990

March 2018

Update 1 - March 23

  • Swedish now supported language!
No webinar recording this month - we'll be back next month!

February 2018

Update 1 - March 2
Update 2 - March 9

Streaming recording link:
https://planview.webex.com/planview/ldr.php?RCID=0d9d0239eb31d0f1b986e3270e979e4e

Download recording link:
https://planview.webex.com/planview/lsr.php?RCID=aa0eea61b08b3ff928b88e98e3c365f6

Release Note Archive 2017