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Planview Customer Success Center

September 2019

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Boards

Create Card from Checklist Enhancements

Based on a popular customer request from Projectplace Ideas, creating a card from a checklist item now creates a dependency from the new card to the original card.

Integrations

Microsoft Office for Web Integration

The new Microsoft Office for Web integration enables Projectplace users to edit Microsoft documents in a web browser without having to install the software on their computers. Multiple users can simultaneously edit a document in a live co-authoring session, and see changes that other users are making to a document in real time.

To learn more, visit Work with Projectplace Documents Using Microsoft Office for Web.

OData for Workspace Managers

We've updated the OData set for Workspace Managers to include the CardCreatedDate, CardCreatedBy, and WorkspaceCardId fields in the Cards table.

To learn more, visit Visualize Your Projectplace Data Using Power BI.

Plan

Work Breakdown Structure Customization

To support your way of working with the plan, we've made some enhancements to the Work Breakdown Structure (WBS) list view in the Plan tool:

  • New Board name, Number of Cards (Done/Total), and Status columns
  • Choose which columns to show in the list view.
  • Change column order by dragging and dropping in the list.

To learn more, visit Work with the Plan.

Other Enhancements

New Projectplace Logo

We've updated the service with the new Projectplace logo as a part of Planview's new corporate brand identity.

Excel Downloads Enhancements

The September release features two key enhancements to the Excel downloads for the Boards and Plan tools:

  • New co-assignees column in Board and Plan exports.
  • Activity names are now separate from WBS numbers in the Plan export.
A number of performance related enhancements and bug fixes have been included in this month's release.

 

 

 

 


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