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Planview Customer Success Center

Planview.Me product releases

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NOTE

Planview.Me releases are now monthly and occur on the second Thursday of each month. 

           

Planview.Me March 2025 release notes

March 13, 2025

New enhancements

  • Various background improvements
  • Lifecycle approvals widget, document preview – When users preview a document item for a lifecycle step, the document is displayed in PDF format
  • Metric tile widget – Users can add the Metric tile widget to their personal views
  • Portfolios Overviews – Administrators can control whether the Overview views appear on My Overview, work portfolio screen, or work screens

Fixed issues

  • View settings in Planview.Me – in Details pane, the number of roles that a view is shared with includes deleted roles
  • OKR progress widget – When displayed in the Overview screen for a work entity, the widget does not display the level that is configured

Known issues

  • Roadmap widget – If a user selects to view a different roadmap in the widget while the details pane is open in Planview.Me, the details pane is blank and cannot be closed.  To close the pane, select another roadmap item to display its detail pane and then close the pane.

           

           

Planview.Me February 2025 release notes   

February 13, 2025

New enhancements

  • Option to disable Copilot on Planview.Me for an organization
  • Minor enhancements to Copilot interface
  • New widgets:
    • Announcements tile – Create informative messages or announcements using rich text formatting; include links to organization resources such as internal sites and other reporting tools
    • Resource status – Displays information about the health and status of Planview Portfolios resources for a resource portfolio.

Deprecation and migration of recents widgets 

The following widgets are deprecated as of the Planview.Me February 2025 release:

  • Recent and Favorite AgilePlace Boards 
  • Recent ProjectPlace Boards 
  • Recently Viewed in Portfolios 

Each instance of the above widgets that is configured at the time of the February 2025 release will automatically be migrated to a separate instance of the Recent items widget using the same settings that are configured at the time. 

           

IMPORTANT

Please advise users to review their affected widgets in case they would like to make any adjustments. For example, they may want to rename the widgets or consolidate multiple widgets into a single widget instance.

Special note regarding the Recently Viewed in Portfolios widget – If no entity types were specified in the original widget configuration, then all entity types were automatically included. After the migration to the Recent items widget, the widget will behave as before but the next time that the settings dialog is accessed, the entity types must manually be selected to comply with how the widget works.

           

           

           

Planview.Me January 2025 release notes   

January 9, 2025

New enhancements

  • Various background improvements