Planview.Me product releases

New enhancements

• Widget interaction between OKRs progress and Roadmaps widgets – When a user clicks an activity in the OKRs progress widget, the same activity is highlighted in the Roadmaps widget
• New widgets:
  • Portfolio tasks 
  • Timesheet approvals
• Links tile widget – additional icons are available
• Board sentiment widget – added option to refresh data on demand

New enhancements

• Planview Copilot is available for providing answers to questions about Planview products based on the content in the Planview Customer Success Center.
• New Recent items widget that is common to multiple products is released (see the notice, below)
• Creating Planview.Me – Only the widgets that a user has access to appear in the widget library
• Configuring Planview.Me views in Planview Admin:
  • views can be shared with one or more product roles
  • views can be activated directly from the main list view
• Minor enhancements to tooltip messages
• Board sentiment widget – Message when sentiment data is not available for processing has been improved

Known issues

• The Recent items widget does not work in views located in Planview Portfolios Overview tabs when ProjectPlace is selected as a source product.

Notice: Deprecation and migration of recents widgets in January 2025 (updated)

The following widgets are being deprecated in the January  9, 2025 release:

• Recent and favorite AgilePlace boards 
• Recent ProjectPlace boards 
• Recently viewed in Portfolios 

These widgets are being replaced by the Recent items widget. The widgets that are configured at the time of the December release will automatically be replaced by the Recent items widget using the same settings that are configured at the time. 

If you prefer, you can replace the widgets manually before then. 

New enhancements

• Planview.Me views can be shared with one or more individual users (Administrators only)
• Only the widgets that correspond to Planview products licensed by an organization appear in the widget library
• Widget configuration settings – users can only configure widget settings for products that they have access to
• Data Visualization widget enhancements:
  • ability to group data by an entity attribute
  • ability to choose from different color palettes options

New enhancements

• New widgets:
  • Link Tile widget
  • Assignment Approvals widget
  • Enhanced OKR Progress widget – widget is now available to be added to Planview Portfolios overview views for work portfolios and work items 

Fixed issues

• Not possible to cancel out of creating a personal view without adding a widget. 

New enhancements

• New widgets:
  • Board Sentiment (AgilePlace and ProjectPlace)
  • Data Visualizations (Portfolios)

• Planview.Me views – view drop-down for switching views and creating personal views is now within the view container
• Portfolios overview views:
  • ability for users to create personal views
  • ability to switch between different shared and personal views
• Planview.Me view settings in Planview Admin:
  • Ability to set a default Planview.Me view for Planview.Me and the Portfolios overview views
  • Usability improvements:
    • In the details pane of Planview.Me views, changes are saved as soon as they're made
    • Active slider layout was modified

New enhancements

• My Assignments widget released
• My Timesheets widget released
• OKRs Progress widget update – ability to add multiple sources, including Planview Portfolios work items
• Project Status widget update – ability to add, remove, and rearrange up to 10 attribute columns

Fixed issues

• OKRs Progress widget – activities not being returned

New enhancements

• Users can create personal Planview.Me views for their own use
• Administrator option in Planview Admin to prevent users from creating personal Planview.Me views

Fixed issues

• Indicator for when a widget is loading is not displayed on the widget

New enhancements

• Various background improvements

New enhancements

• Multiple views for Planview.Me only can be activated
• Users can switch between the active views in Planview.Me

Known issue

• When multiple views are available, the first view alphabetically of the available views is displayed by default. If the user selects a different view, the selected view remains the default view for Planview.Me for the current browser only. After the browser history is cleared or if the user switches to a different browser, the view again defaults to first view alphabetically of the available views.

New enhancements

• Various user interface improvements

Fixed issue

• In the Configure widget dialogs, boards and strategies lists for OKRs and roadmap lists are sorted incorrectly.

Known issue

• Planview Portfolios – Planview.Me does not appear in the product switcher

New enhancements

• Various background improvements

New enhancements

• Various background improvements

New enhancements

• Viz Flow Metrics widget released

Fixed issues

• Roadmaps widget - users with read-only permissions can edit fields but not save the changes

New enhancements

• Recent and Favorite AgilePlace Boards widget released
• General user interface improvements to widgets
• Removed redundant link to icon at the top right corner of OKRs and Roadmaps widgets
• Improved performance of OKRs widget by displaying sample data in the designer mode
• Improved error messages for access issues to make them more specific

Fixed issues

• Improved alphabetical sorting of Portfolio strategies in Configure widget dialog for OKRs
• OKRs widget not displaying updated lane assignments of activities  

Fixed issues

• Roadmaps widget – "Go to the Roadmap" link is available when the user does not have access to the roadmap.
• Dates are displayed in "mm/dd/yyyy" format regardless of the browser language setting.

Fixed issues

We fixed the following issues found in the Planview.Me settings in Planview Admin:

• When there are a large number of Planview.Me views in the list, the vertical scroll does not scroll far enough to display the bottom two views/rows.
• OKR Progress widget:
  • Minimum section height in the designer cuts off the bottom row of data when the OKR Progress widget is displayed in Planview.Me
  • In the Configure widget dialog for the OKR Progress widget, users without access to AgilePlace cannot select the All a user has access to option and save the configuration.