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Planview Customer Success Center

April 2026

April 30, 2026

Release of calendar support in ProjectPlace/Portfolios integration

On Thursday 30 April, calendar support becomes fully active for all customers. 

Read more here.

April 29, 2026

Opt in to external members in Planview Admin

On Wednesday, 29 April - we're releasing the opt-in feature for syncing external members to Planview Admin. This feature allows you to start the process of syncing external members, with a delay of two weeks to allow for internal communication. The feature itself includes automated messaging to your external members to minimise confusion and disruptions.

Read more here.

April 8, 2026

Announcing calendar support in ProjectPlace/Portfolios integration

Until now, the ProjectPlace-Portfolios integration only supported a basic calendar. Starting Thursday 30 April, this changes. When ProjectPlace manages the plan, it will use the calendar defined in Portfolios, closing out the same dates and supporting any amount of open time per working day. This means that durations and dates will match across both systems with very high fidelity, regardless of how your Portfolios calendar is defined.

More info to come as we approach activation.

Announcing upcoming support for external members in Planview Admin

Currently, ProjectPlace doesn't sync external members to Planview Admin, blocking them from features like Logbook and the ProjectPlace/Portfolios integration. We're working to close this gap this spring.

New Planview Admin activations already include external members by default. Existing instances will go through an opt-in process managed via account administration. Upon opting in, affected external members will be notified to set up new credentials in Planview Admin, with the actual activation occurring two weeks later to allow time for internal communication and preparation.

At a future date, external members in Planview Admin will become mandatory, and remaining instances will be auto-migrated.

More information to come.

April 1, 2026

Anvi Chat (Labs): Create and update cards in boards directly from Anvi Chat.

Enables users to create and update cards in boards directly through Anvi Chat. Users can add new cards, modify titles and descriptions, update key fields such as assignees, due dates, etc., and make quick changes without navigating away from their workflow. This capability helps reduce context switching, improves speed of execution, and makes board management more intuitive.