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Planview Customer Success Center

June 2026

June 2, 2026

Cards in WBS view

Cards can now be viewed and managed directly in a new list view within the Work Breakdown Structure (WBS), providing visibility into execution-level work alongside project activities. This enhancement connects planning and execution in a single view, making it easier to track progress, review associated cards, and maintain alignment between project plans and day-to-day work without switching between Plan and Boards.

OR-based filtering now available in Plan

Plan filtering has been enhanced with support for OR logic, providing greater flexibility when analyzing project data. Multiple criteria can now be combined using OR conditions to surface activities, milestones, and tasks that match any selected filter. This enhancement simplifies identifying risks, key work items, and schedule exceptions without needing to create multiple filter combinations or manually search the plan.