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12 Topics
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Planview Falcons
Ipshita.DasPlanview Falcons
posted in Learn and Share
Planview PPM Pro May 2025 Release: Bug Fixes & Improvements

We're excited to share our latest release focusing on stability and user experience improvements! Here's what we fixed:Financial Summary NavigationResolved navigation issue when drilling down from Master title to details pageDashboard SchedulingFixed timezone-related discrepancies in scheduled dashboards No more confusion with dates appearing a day off!Portfolio ManagementCorrected default Parent Portfolio assignment during creation Now properly follows category settingsLookup ListsImproved sorting functionality No more multiple attempts needed to sort your listsSecurity EnhancementsImplementation of various security fixes Strengthened authorization protocols Addressed system vulnerabilitiesFor detailed information about these updates, please visit our release notes: https://success.planview.com/Planview_PPM_Pro/Release_Information/New_Features_and_Release_Notes/2025_Release_Notes/What's_New_-_May_2025 Have you had a chance to check out these improvements? We'd love to hear your feedba

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I
Planview Falcons
A
Planview Falcons
ashishPlanview Falcons
published in Learn and Share
PPM Pro takes the next steps towards multi-currency: Requests now supportedNews

We're excited to announce that the latest August release of PPM Pro introduces multi-currency support in requests! This enhancement allows our global customers to seamlessly work across countries and submit requests in their home currencies. This has been one of the most requested features, and we’re thrilled to deliver it!This release is a continuation of our ongoing efforts to enhance multi-currency support and reporting within PPM Pro. Here’s a quick recap of what we’ve rolled out so far this year:Multi-Currency in Reporting: Users can now create reports and dashboards in their preferred currency, offering greater flexibility and precision. OData Support in R2D2 (v2 of Reports and Dashboards): Enabling more robust data integration and reporting capabilities. Performance Boosts to Reports and Dashboards: Significant improvements, with some reports now running orders of magnitude faster.Thank you for your continued feedback and support! We’re committed to making PPM Pro even better, a

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A
Planview Falcons
Yathy
Planview Falcons
YathyPlanview Falcons
published in Learn and Share
Maximizing Value from PPM Pro : Score to Win

Do You Know How PPM Pro can impact your organizations for scoring projects and requests in order to Evaluate & prioritize your portfolio of work. determine how much new work you can take on, and evaluate resource gaps, shortfalls, and needs. Through this webinar our experienced practitioner Steve Richards will take you through the concept of scoring and how to utilize this feature to its full potential.  In this webinar you'll learn about: • Scoring Concepts – the Five Pillar Model • Categories & Criteria • Single or Multiple Scoring Profiles • Scoring for WSJF • Calculated Fields • Mapping scoring data from Requests to Projects Watch the exciting webinar now by clicking the link below Score to Win Webinar (planview.com)

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Yathy
Planview Falcons
A
Planview Falcons
ashishPlanview Falcons
published in Learn and Share
Join Us for an Interactive Session on Connected Work for PPM Pro!News

We invite you to explore the world of Connected Work for PPM Pro, which currently integrates seamlessly with AgilePlace and ProjectPlace. Our goal is to understand the diverse use cases and how our customers are leveraging these products together. By identifying gaps and opportunities, we aim to enhance the efficiency of PPM Pro's collaboration with AgilePlace and ProjectPlace.Registering for this inner circle will include:Group sessions with our product team Gathering feedback and suggestions on integration featuresDate: June 27thYou can attend either of the following sessions (content will be the same):Session 1: 3:30 PM CET / 8:30 AM CDT Session 2: 5:00 PM CET / 10:00 AM CDTDon't miss this opportunity to share your valuable insights and help us improve. Follow the link to register for this inner circle.We look forward to your participation!

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A
Planview Falcons
A
Planview Falcons
ashishPlanview Falcons
published in Learn and Share
AI Assistant Comes to PPM ProProduct Update

 Introducing Assisted Help, a Generative AI-based assistant in Planview PPM Pro. Assisted help enables conversational help within the application to answer any queries right from the Global navigation on the top menu. Users can type their questions and receive summarized, relevant information from the Customer Success Center section of PPM Pro. You can even customize how Assisted Help formats responses by asking pointed questions. For example, "How can I delete a task? Please respond in bullet points." This feature is enabled by default for all customers who are using Planview (PV) Admin. Please reach out to customer care to enable PV Admin. Interested in learning about how the AI Assistant works? Please follow the below link to watch a quick demo of AI Assistant in PPM Pro.Link to watch video- https://info.planview.com/PPM-Pro-AI-snip-webinar_prm_en_reg.html

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A
Planview Falcons
A
Planview Falcons
agnidipta31Planview Falcons
published in Learn and Share
Elevate Your PMO: How Looking to the Future Drives Value TodayBlog

In today's rapidly evolving business environment, success hinges on more than just meeting present demands; it requires envisioning a path to sustainable success over multiple business cycles.A Project Management Office (PMO) is crucial in this endeavor, driving value by quickly delivering results through projects that meet various business needs and adapt to market and customer demands.Effective PMOs evolve with the changing business world by prioritizing business outcomes over tactical outputs, becoming trusted strategic partners. Forward-thinking is essential for a PMO to positively influence company strategy. Here's why:Work extends beyond the present Future work demands different resources Change is disruptiveChange, when anticipated and prepared for, can offer new opportunities, and enhance competitive positioning. Conversely, unprepared organizations may find change disruptive and blindsiding. Read the full blog here to know more.

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A
Planview Falcons
Yathy
Planview Falcons
YathyPlanview Falcons
published in Learn and Share
Evolve Your PMO into a Strategic Partner: Master the 4 Key CompetenciesBlog

Are you looking to transform your Project Management Office (PMO) into a strategic asset for your business? It’s time to evolve beyond traditional project management and become a Savvy PMO. Here’s how: Agility and Flexibility: Embrace organizational agility to adapt quickly to changes and align with business needs. Strategic Alignment: Focus on doing the right work that drives value, employing just enough governance to facilitate impactful execution. Data-Driven Insights: Become an advisor to the business, backed by insights from a central PPM tool, to prioritize projects that deliver the most business value1. Collaborative Approach: Support various work methodologies and empower project teams to innovate and deliver in alignment with strategy. By developing these competencies, your PMO can provide meaningful insights, manage performance, and drive business success. Ready to take the next step? Evolve into a multi-faceted strategic partner and set your course to become a Savvy PMO. Lea

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Yathy
Planview Falcons
priyanshi
Planview Falcons
priyanshiPlanview Falcons
published in Learn and Share
Parkview Health: Prioritizing Project Investments with Strategic Work IntakeCase study

 In today’s success story you will learn about how a medical services organization, Parkview Health, implemented structure and the right tools to establish effective Project Portfolio Management.   About the CompanyParkview Health is a nonprofit, community-based healthcare system based in Ft. Wayne, Indiana with 14,000 employees who service a population area of one million people. With more than 700 physicians and at least 2.5 million patient encounters per year in its 10 hospitals, Parkview Health is a fixture in the communities it serves.CHALLENGES :No processes in place for work intake, project prioritization, or resource allocation. Lack of visibility in the portfolio. Duplication of effort was rampant with multiple teams working on the same projects but creating different results.Good ideas were often lost, while projects that brought little value surged forward.SOLUTIONParkview Health knew they needed to take a different approach in order to gain control over and optimize its por

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priyanshi
Planview Falcons
Yathy
Planview Falcons
YathyPlanview Falcons
published in Learn and Share
Pre-loading Timesheets in PPM Pro

Did you know that you can configure recurring entries to automatically appear on future timesheets in PPM Pro? You can pin a timesheet entry so that it keeps the entry on all the timesheets after the one where pinning occurred. So now you don’t need to manually go and search projects and tasks every single time you enter the timesheets.Here is how it works. Step 1: For entering the time sheet entries go to timesheet from the side section and click on add new  Step 2: Select the project and add the all the time sheet details. Select the box for pinning the time sheet entry. Save the entry Step 3: Now while you are entering the timesheet on an upcoming week you can see the timesheet entry that has been pinned in the past.  

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Yathy
Planview Falcons
priyanshi
Planview Falcons
priyanshiPlanview Falcons
published in Learn and Share
PPM Pro February Product UpdatesNews

In the February PPM Pro product release webinar 3 new features were introduced.OData with R2D2  Multi currency in Reporting Warning for overallocation Watch the recording to learn more about these features and to get a quick demo. Follow Link: https://info.planview.com/gcc-PPM-Pro-Feb-24-release-webinar_prm_en_reg.htmlHas anyone of you tried the new features yet? Please comment to let us know what you think of them! 

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priyanshi
Planview Falcons
Yathy
Planview Falcons
YathyPlanview Falcons
published in Learn and Share
Maximizing value from PPM Pro: What If/PPA

Are you familiar with how PPM Pro’s ‘What If/PPA’ capabilities can help you make sure you are doing the right work at the right time? Watch this webinar recording to understand more about PPA and What if modules. In this webinar, our experienced practitioner Rob Gatch addresses some of the common challenges faced by many customers: Managing resource capacity vs. demand and understanding who is available to take on new work and when. Understanding what roles and/or skill sets to hire to fulfill stakeholder commitments. Ensuring that resources are working on the highest priority, most well aligned work items.The key takeaways from the webinar are: Prioritize your work for strategic alignment and best use of monetary and human resources.  Plan and replan your resources and work as priorities change.  Make sure your data is relevant and of high quality to allow for the best planning decision making.  Watch this exciting webinar now by clicking the link below. https://info.planview.com/gcc-

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Yathy
Planview Falcons
M
Planview Falcons
mtaouilPlanview Falcons
posted in Learn and Share
PPM Pro March 2024 Release Webinar

Check out this upcoming PPM Pro Release Webinar where the PPM Pro product management team will describe and demo features and enhancements coming to PPM Pro and supporting platform capabilities, and answer questions during the Q&A portion of the event.Register for the webinar today!

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Planview Falcons
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