Planview Roadmaps product releases

Release date: November 14, 2024

Enhancements

• Sharing roadmaps – default view settings can be configured when sharing a roadmap with all users
• Deleting roadmaps – option to delete a roadmap has been added to the main roadmaps list view
• Planview Roadmaps for Enterprise users only:
  • Group by – when a roadmap is grouped by OKRs, the group headings include the number of items included
  • Filtering – items can be filtered by objectives from OKRs

Fixed issues

• Portfolios attributes based on certain configurations in Planview Portfolios are not available in Roadmaps. The specific cases include:
  • multi-level structures
  • structures with dependencies
  • shared structures – shared attributes can only be used for one entity type

Release date: October 17, 2024

We released a hot fix to address the following issue:

• After refreshing a roadmap, the following issues occur:
  • grouping or color by settings are reset to none
  • OKRs option in Group by list disappears

Release date: October 10, 2024

Enhancements

• Minor improvements to the user interface

Fixed issues

• Issues that occurred when:
  • duplicating roadmaps
  • sharing roadmaps with all users

Known issues

• Portfolios attributes based on certain configurations in Planview Portfolios are not available in Roadmaps. The specific cases include:
  • multi-level structures
  • structures with dependencies
  • shared structures – shared attributes can only be used for one entity type
• After refreshing a roadmap, the following issues occur:
  • Grouping or color by settings are reset to none
  • OKRs option in Group by list disappears

Release date: September 19, 2024

We released a hot fix to address the following issues:

• Users that have been given Viewer or Editor access to a roadmap and have access to the source boards in Planview AgilePlace or the source Planview Portfolios entities cannot do the following:
  • access AgilePlace and Portfolios fields on imported items
  • import items from AgilePlace boards or Portfolios entities

Release date: September 12, 2024

Enhancements

• Sharing roadmaps – option for Roadmaps administrators to share roadmaps with all Roadmaps users
• On Planview Roadmaps for Enterprise environments, OKRs data is included on items imported from AgilePlace and Portfolios
  • OKRs data appears in the item details pane, with links to the related OKRs data in AgilePlace and Portfolios:
    • an AgilePlace item is related to an OKR when the AgilePlace card is connected to a Key Result as an activity
    • a Portfolios item is related to an OKR when the Portfolios Work entity is connected to a Key Result as an activity
  • Items can be grouped by OKRs objectives when items on the roadmap include OKRs data

• Roadmaps filter pane
  • Filter criteria sections are collapsed by default when first accessed, after which the expanded/collapsed settings for each section are retained 
  • date difference options appear regardless of whether data differences are hidden on the timeline
• Option to show/hide the Today line in the roadmap timeline 

Release date: August 8, 2024

Enhancements

• Planview Roadmaps for Enterprise users can filter and group roadmap items based on the following criteria:
  • AgilePlace boards, card types, custom fields, custom icons, status, and priority
  • Portfolios attributes:
    • Outcome – parent, status, type
    • Strategy – parent, status, type
    • Work – parent, status, work execution type
    • custom Portfolios attributes (single-select alternate structure attributes)
  • date differences – items with or without date differences (filter criteria appears only when date differences are shown on the timeline)
  • dependencies – items with no dependencies or items with incoming and/or outgoing dependencies
• Planview Roadmaps for Enterprise users can create saved filters

Fixed issues

• Date difference icon does not appear when only the milestone dates are changed for an item

Release date: July 18, 2024

We released a hot fix to address the following issues:

• Milestones icons are hidden behind other roadmap items
• Work milestones not loading, which was due to missing "milestone type" values in customer data. With this fix, milestones will load without a milestone type value.

Release date: July 11, 2024

Enhancements

• Planview Roadmaps for Enterprise users can filter roadmap items based on custom roadmap item attributes
• About Planview Roadmaps option in user menu displays user, customer, user subscription type, build and browser information
• Minor user interface improvements

Known issues

• When importing Portfolios work items for which a milestone type has not been set, the Milestones section in the Details pane doesn't load
• Date difference icon does not appear when only the milestone dates are changed for an item

Release date: July 1, 2024

Enhancements

• In Planview Roadmaps for Enterprise, milestones from Planview Portfolios items can be displayed on the imported roadmap items. 

Release date: June 13, 2024

Enhancements

• Planview Roadmaps for Enterprise users can filter roadmap items based on item names, planned and finish dates, and source product.
• Removed legend for "Group by" sections because the information was redundant.
• Minor user interface improvements.

Release date: May 9, 2024

Enhancements

• Importing items from AgilePlace:
  • when user is searching for cards to import, the cards can be filtered by lane and card type
  • In Planview Roadmaps for Enterprise, AgilePlace custom drop-down fields are displayed on AgilePlace items and can be used to group and color items on roadmaps
• Milestone options have been removed from the Roadmap configuration dialog. Users can create and edit milestones on the roadmap timeline

Known issues

• Misaligned dots appear on date difference lines in roadmap timelines
• The following issues can occur when an item contains an AgilePlace custom drop-down field and the value for that field is subsequently cleared (no value is selected) from the source card in AgilePlace:
  • Field value is blank in group by section heading, and the item appears in both the original group by section and the Uncategorized section
  • Field value is blank in the Attribute values list in Roadmap configuration

Release date: April 11, 2024

Enhancements

• Ability to configure Planview Roadmaps for Enterprise by adding up to 10 additional Portfolios attributes

             

  NOTE

  This feature requires Planview Portfolios April 2024 release or later.

             

• Updated the dialog for adding items from AgilePlace to be consistent with the Portfolios dialog. The main changes include:
  • increased the size of the dialog 
  • new tab for accessing currently selected items
• Minor user interface improvements

Fixed issues

• Custom attributes are not saved when items are grouped by a custom attribute and a user moves an item from one group to another 

Release date: March 14, 2024

Enhancements

• Ability to duplicate roadmaps from either the Roadmaps list or directly from a roadmap.
• Custom item attributes – additional colors are now available.
• Minor user interface improvements.

Fixed issues

• Values for custom attributes cannot be created or updated.

Enhancements

• The "Custom icon" and the "Priority" attributes are now included when importing items from AgilePlace.

Fixed issues

• "You have been signed out" message incorrectly appears during active user browser sessions.
• Dependency lines on timeline – tooltips with the dependency information are not displayed consistently. 
• When the browser language is set to a language that uses a "dd/mm/yyyy" date format, the month and day values are switched when milestone dates are entered.

Enhancements

• Ability to go to the linked item in a dependency from the Dependencies section of the roadmap item details pane.

  

Fixed issues

• All English language options specified in browser settings display dates in "month-day-year" format even for options where the format should be "day-month-year."

Known issues

• Dependency lines on timeline – tooltips with the dependency information are not displayed consistently. Workaround is to move the cursor along the line until the tooltip appears.