What's New - January 2021 - Planview Customer Success Center

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	January 1
System released to sandbox environments	January 8
System released to production environments	January 15
Additional updates as necessary	To support our goal of getting working features to customers faster, we may deliver a release outside of the monthly cycle to provide new, low-risk functionality and/or essential issue fixes.

Releases are deployed during the standard maintenance windows.

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 (some beta features not initially available in production, Planview will advise). Please note that any issues you find will be handled during the normal development cycle.
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.
We typically hold a live product release webinar 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 for the January 15th release webinar. Also, remember you can sign up for any/all upcoming customer webinars here.
Inner circles are offered as a way for our interested customers to collaborate with PPM Pro Product Management and each other, provide feedback on PPM Pro product capabilities, and guide new feature development. Click here for more information or to register.

Updates

Function Area	LeanKit Card	Release Note Description	Planned Release Date - Pending QA Approval
Calendars	1513532674	Fixed. Admins can view/edit the default Organization calendar on Admin/Setup/Calendars as expected. Previously, an issue caused the system to throw an error when an Admin tried to view or edit the calendar.	Targeted for January 29, 2021
Filter	1518623670	Fixed. Filters on task owner meta data work as expected, if using a single owner. Previously an issue prevented reports using these filters from rendering data.	Targeted for February 5, 2021
Reports	1520622677	Fixed. Running task audit reports work as expected. Previously, an issue prevented these reports from running.	Targeted for February 5, 2021
Tasks	1513338813	Fixed. You can sort the task grid by the Owners field, as expected. Previously, an issue caused the system to time out when sorting on the task Owners field, without completing the sort.	Targeted for January 29, 2021
Timesheet alerts	1518569985	Fixed. Timesheet alerts configured for overdue timesheets or for unsubmitted but not overdue timesheets are sent to all users whose timesheets satisfy those criteria, even if their timesheets have not been started. Previously, an issue prevented the system from sending alerts to users whose timesheets were Not Started, but otherwise met the alert criteria.	Targeted for February 5, 2021

New Features Matrix

Feature	Notes	Status	For more information…
Dashboards Revamp If you wish to enable Dashboard Overviews in production, enter a support case requesting to do so.	Rolling beta highlights: Ability to change report component headings in dashboards Dashboard Overviews! Project and Home Minor usability enhancements around Content tab Dashboards grid from where you can New/Edit/Run dashboard Content tab (Title, Description, Available Reports) with ability to drag and drop or click “Add” button to add a report to the dashboard Scope tab with ability to specify what entity dashboard grids the dashboard shows up on Preview - able to move reports around, resize, and Remove Variable properties on report components to adjust filters	Beta	Known Issues FAQs Dashboards (Beta) Dashboards - Then and Now (Beta) Using the Dashboard Designer Setting Up Overview Dashboards (Beta)
Reports Revamp If you wish to enable this feature in your production environment, enter a support case requesting to do so.	Rolling beta highlights: Stacked list reports Access "Display Data As" format option in the Field Options dialog Reporting on hierarchical entities (tasks, portfolios) Specialty reports: Project/Request scoring, permission New chart type: Combination: Area, Column, Line chart Ability to edit/rearrange color palette Ability to express % value on pie and donut charts Combined sorting and grouping Drilldowns from all chart types to appropriate targets (report, dashboard, data), including from multi-select fields Export to PDF for all reports other than Gantt Times Series reports with date ranges (non-contoured data) Export to PowerPoint for all reports except List, Crosstab, and Gantt WYSIWYG report designer with field search - real-time preview of sample report output and much more! See previous release notes for complete list of features. Completed feature list winnowed down for readability :)	Beta	Known Issues Demo: Intro to Reporting Beta FAQs Reports Beta Reporting - Then and Now Reports Overview (Beta) Using the Report Designer Building Gantt Chart Reports Grouping and Sorting for List Reports Creating Drill Down Links Reports (Beta) Cookbook Training videos! Navigating the Reports List View Report Designer Adding Fields to Your Reports New: Transitioning to New Reports New: Creating Stacked List Reports
Financial Summary If you wish to enable this feature in your production environment, enter a support case requesting to do so.	Rolling beta highlights Variance column for totals and time series References for summary fields now includes list of projects Added a set of Financial Summary PMI metric fields to project/Available Fields in SSA. See Financial Summary PMI Metrics for more information. Set up summary, including creating summary fields and data streams, adding Financial Summary section to project categories in SSA. Using summary, including creating in Project/Financial/ Summary view either from scratch or by importing from project template.	Beta	Known Issues Setting Up Permissions for Project Financials Configuring Summary Data Streams - General Tab (Beta) Creating Fields for the Financial Summary (Beta) Working with the Summary View (Beta) Checking the Numbers Financial Summary: Cookbook (Beta) Financial Summary PMI Metrics
Support for Negative Financial Entries	Support for negative financial entries (forecasts and actuals) in UI, API, and data import, allowing you to record corrections and make adjustments.	GA
Token-based authentication for WS API	Admins can now generate an authentication token for WS API users that can be used any place in WS API that currently uses the user's password. New integrations can also bypass the need to call the Login method by providing the token directly in the SOAP payload. Though this method is both more secure and efficient, passwords will continue to be supported.		Authenticating with WS API (coming soon)
Coming Soon
Sunsetting Internet Explorer 11 March 31, 2021	Please see End of Internet Explorer 11 Support for more information, including Microsoft's own plans for deprecating IE11. Effective December 31, 2020 we are offering very limited support: We will no longer be testing IE11. Only critical bugs reported by customers will be triaged, with no guarantee of a fix. We will completely stop support as of March 31, 2021.

Release Notes

Function Area	LeanKit Card	Release Note Description
Financial Summary	1439016105	Fixed. When creating fields for the financial summary, the Capitalized constraint works as expected. Previously, an issue was preventing users from creating capitalized summary fields.
Reports	1441482681	Fixed. Using the "NNN" date filter field works as expected when used with the Resource Planning by Resource Allocations report source. Previously, when using the "NNN months" date field, the results only returned this month's data and displayed "-no value-" in the date column.
Reports	1451099365	FYI. You can no longer report on related resources of task and issue owners because owners no longer have a one-to-one relationship with the task/issue since those entities can now have multiple owners. If you need to report on related resources, use the new reporting (Beta - R2D2).
SSA	1428627716	Improved. The "Iterative Work Task" field is not for use on the UI, and as such has been removed from SSA. You can use it for filters and reporting.
Timesheets alerts	1362477760	Fixed. "Overdue for submission" timesheet alerts configured to notify the resource's immediate supervisor will send a digest of timesheet links to the supervisor, as expected. Previously, one timesheet link per email was being sent to the immediate supervisor, resulting in a deluge of emails!
Units	1442307258	Fixed. When adding resources to units, the column headings in the Add dialog display correctly. Previously, an issue caused the Unit column heading to display mark-up characters.
WS API	1414638467	Fixed. When using updateEntity for lookup lists, you can set list values to active or inactive, as expected. Previously, the system threw an error when attempting to change the value.