Planview Roadmaps product releases

Release date: December 12, 2024

Enhancements

On Planview Roadmaps for Enterprise environments only:

• Roadmap items imported from Planview AgilePlace – child card information is displayed on item bars in the timeline and in the details pane. The information includes card name, status, size (points), type, blocked status, and planned start and finish dates.

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.