Skip to main content
Planview Customer Success Center

Planview OKRs Product Releases



Planview OKRs functionality is a shared service with a release cycle that is separate from Planview Portfolios. Enhancements and fixes to main OKR functionality that are not related to the Planview Portfolios user interface will be released on a continuous release cycle.



May 2024 Release Notes

Release date: May 16, 2024

New Features and Updates

  • Custom attributes: Users can now replace the default Custom Attributes label text on OKR screens or hide the label entirely (custom attributes themselves would still be available).
  • Sorting of progress entries in key results: Users can now sort using the As of Date and Progress value data in progress entries for key results.



April 2024 Release Notes

Release date: April 30, 2024

New Features and Updates

  • Child Objectives filter: Users can now filter their OKRs view to show only selected child objectives and their associated key results, enabling a more focused and granular view of the OKRs hierarchy.

Release date: April 19, 2024

Resolved Issues

  • OKR Health: Fixed an issue where the OKR Health pane (opened by clicking OKR health button) would not appear.
  • Progress Point Updates: Fixed an issue where progress point calculations were not reflecting real-time updates and occasionally showed incorrect progress percentages.



February 2024 Release Notes

Release date: February 7, 2024

New Feature

  • Custom Attribute History: Users can now access a detailed history of changes made to custom attributes on the History tab of an individual objective's or key result's screen in Planview Portfolios or Planview AgilePlace. This history shows who made changes to a specific custom attribute and the details of those changes. You can use this history as an audit log of changes to values over time.


  • Date Components: Revamped the design of the date component to a new and improved version that is more intuitive, visually appealing, and user-friendly.
  • Filter: The Filter pane has been moved to the left side of the screen next to the + New Objective icon. This change brings a consistent UI and UX filtering experiences across the Planview platform. All filtering functionalities are otherwise unchanged.

Resolved Issues

  • Key Results: Resolved an issue where key result progress points were not updating in real time. Now, users can view accurate and timely updates to track progress seamlessly.

  • Fixed a few important bugs that were affecting the performance and functionality of Planview OKRs.



November 2023 Release Notes

Release date: November 28, 2023

New Features and Updates

  • Objective Screen: Introduced two new fields, Scope and Level, providing users with enhanced filtering options to easily locate and connect Parent Objectives.
  • Custom Attributes Configuration: Implemented a toggle on the main page, allowing administrators to effortlessly enable or disable active custom attributes for both objectives and key results.

Resolved Issues

  • Objective and Key Results Screen: The date field length no longer prevents this model from dynamically adjusting its height based on the selected months.

  • We have fixed a few important bugs that were affecting the performance and functionality of Planview OKRs.



October 2023 Release Notes

Release date: October 19, 2023

New Features and Updates

  • Custom Attributes: Planview OKRs can now include custom attributes, which are options with customized values that can help you capture and track more specific data that matches your organization's needs. Learn how to configure custom attributes in Planview Admin.

  • Accessing OKR Data with OData: You can now use OData as a data source for getting objective and key result (OKR) data from Planview OKRs across Planview Portfolios and Planview AgilePlace to create reports with Microsoft Power BI. Learn more about the OData options.



July 2023 Release Notes

Release date: July 24, 2023

New Features and Updates

  • Product Name on OKRs Excel Download: With the release of connected OKRs, you can now easily identify which product (AgilePlace or Portfolios) your parent or child objective is connected to, ensuring better clarity and management.

  • New Field on Objective and Key Results Screens: We have introduced a new description field, Description, which allows you to add contextual and supplementary information to your OKRs, significantly enhancing clarity and understanding.

  • Updates to OKR Health Logic

    • Improved the On-Track/Behind Logic: We have made significant enhancements to the on-track/behind logic for OKRs. By fine-tuning the calculations, we now offer more precise assessments of OKR progress.

    • Removed the Trend Line: We have removed the dotted trend line from the Objective and Key Result report tiles to avoid potential misinterpretations when dealing with multiple OKRs with varying time frames.



    All other aspects of OKR Health Logic remain unchanged.


Resolved Issues

  • We have fixed a few important bugs that were affecting the performance and functionality of the OKRs platform. These fixes address issues related to performance slowdowns, incorrect progress tracking, and improved data synchronization.



June 2023 Release Notes

Release date: June 22, 2023

New Features

  • Connected OKRs across Planview Portfolios and AgilePlace: Customers can leverage the connected OKR framework to share objectives from the portfolio down to the teams with a new Scope filter in the Objective screen:

    • Select the Board scope to align to objectives in AgilePlace.
    • Select the Strategy scope to align to the objectives in Planview Portfolios.
    • For more information on connected OKRs, see both the Portfolios documentation and AgilePlace documentation.