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Planview Customer Success Center

January 2022

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January 5, 2022

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

January 12, 2022

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

January 19, 2022

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

January 28, 2022

New Activity Panel timeline view available for Boards

We have added the ability to expand the Activity panel at the top of the Board to display activities connected to the board in a timeline view. Teams working on the board can now see when work is planned to be performed and completed.

Note: The ability to expand the panel is currently limited to Boards that have fewer than 200 Activities connected.

activity panel.jpeg

For more information, visit Work with Boards.

New Personal Settings for Boards

We are introducing new Personal Settings options for boards:

  • Display Activities Panel. Shows the Activity panel and is enabled by default. The Activity panel shows Activities connected to the board. 
  • Display Done Activities. If the Activity panel is shown, this setting will include activities set to "Done". 
  • Display Column Legends. Use this setting to show or hide the 'Not Started,' 'Started,' and 'Finished' legend located above the columns on the board.

These settings apply only to the user and the individual board.

For more information, visit Customize a Board to Fit Your Way of Working.

Ability for Account Administrator to add email to an internal user's account 

We have added the ability for an Account Administrator to add a new email address to a user account, which might be required if the user's email address has changed and they cannot log in using their old address to change it themselves. 

The new email address must match one of the enforced email domains added to the account. When a new email address is added, no verification is required from the user, but a notification is sent to both the user's old primary email address and the newly added email address.

For more information, visit Manage Users in the Account

Ability to update KPI Status on mobile apps

Workspace managers on iOS and Android mobile apps will now be able to edit the KPI Status from the Status tab of a workspace on the mobile interfaces.

status_1.png      /@api/deki/files/102264/status_2.png

List with Overdue Cards for Workspace Reports on mobile apps

In the Cards Progress widget under the workspace Reports tab, a link to a list of the Overdue cards is now available. This is available on iOS and Android mobile app. 

 Screenshot_1643016710.png.    Overdue_cards_list.png


Projectplace is available on App Store and on Google play.

Projectplace Apple Store       Projectplace Google Play Store