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I currently have my CRI details (Risk Details, Issue Details, Change Details) configures screens all with the ‘Legacy Screen’ tick next to them. I understood that when I open these in Design mode that I should be prompted to upgraded them.  This isn’t the case and I’m not able find any info on how to trigger the upgrade of these configured screens.

Any help appreciated

CRIs are not getting the screen modernisation. Instead we have introduced a whole new capability, called Logbook, that is replacing CRIs, and so much more. It is released and available now, and is also being developed with additional new incremental functionality.

There was a webinar run a couple of weeks ago, recording here:

https://info.planview.com/leveraging-logbook-_webinar_prm_en_reg.html

Value add of Logbook compared to “old CRIs”;

  • Modern consistent and configurable UI
  • Association to Strategy and work
  • Sharing across Portfolios and connected ProjectPlace workspace (for connected projects)
  • Ability to add unlimited (!) Log types to manage items beyond just CRIs.

CSC documentation:

https://success.planview.com/Shared_capabilities/Planview_Logbook

 

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