Skip to main content

 

Planview Customer Success Center

February 2022

English   |   Deutsch  |   Svenska   |   Français

February 2, 2022

More Status reminder options in new Portfolio details pane 

While updating the details pane for a Portfolio, we also improved the feature that enables a Portfolio administrator to schedule a Status reminder to be sent to the Managers of all Workspaces in that Portfolio to update the status of their Workspace. We have now added the option to schedule the reminder to be sent on a monthly basis. Previously there was only the option to schedule the reminder on a weekly basis. The administrator can choose to send the monthly reminder on a specific day of the month. 

For more information, visit Administrate Portfolios

Access rights modified for Portfolio Administrators

Portfolio administrators will not be able to create portfolios anymore. Only account administrators and people with access to the Portfolios tool will be able to do it.

For more information, visit About Roles, Groups, and Access Rights

Members page Access update

We have updated the access rights to the Members page, so that a Workspace Administrator can set No Access for a member group in a workspace. When a user has 'no access' to the Members page, they will not see the Members menu option and the Members widget will be hidden on Workspace Overview.

For more information, visit Work with Members and Groups

February 9, 2022

There are no feature updates in this week's deployment.

February 16, 2022

There are no feature updates in this week's deployment.

February 23, 2022

There are no feature updates in this week's deployment.