Hello everyone,
We’re excited to share the August 2024 release notes for Planview Portfolios. This release brings several new features, updates, and resolved issues that we believe will enhance your experience with our product.
New Features and Updates:
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Data Visualization Widget: This new widget allows users at the Planview.Me and Portfolio Overview levels to view work portfolio insights in a visual format that is quickly consumable, such as a chart or graph.
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User-defined Planview.Me views: Users can now create their own Planview.Me views in Planview Portfolios. These views can be based on existing views configured by administrators or entirely new views customized by the end user.
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Performance - Staffing: We’ve improved the resource profile query used on the Staffing screen for resource portfolios and work entities, reducing the query response time by 90-99%.
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Plan screen - Run Schedule logging: Planview Portfolios now logs when the Run Schedule option is executed and which user ran it. This provides an audit trail for CPM recalculations.
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Logbook Updates (for Early Access customers): We have added several updates to Logbook this month, including the Logbook option now available as an action menu option and offers quick access to log items for specific work/projects from the work Portfolio View screen.
Coming Soon:
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Logbook (General Availability): Logbook is a new shared service for tracking risks, issues, changes, lessons learned, and other data across different types of work.
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ProjectPlace Connectivity: Connected Templates: We are working to add support for connected templates when a Planview Portfolios plan is synchronized with and managed in ProjectPlace.
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