What's New in PPM 9.52
This section provides an overview of the features that were introduced or enhanced in PPM 9.52.
In agile development practices, work is usually assigned to an agile team instead of a single person. Team leaders then distribute tasks to their team members. PPM 9.52 introduces Team Management to fulfill the requirement.
With Team Management, you, as team manager, can do the following.
|Create a team||Creating a team automatically creates a corresponding resource pool with the same name.|
|Add subteams and resources to a team||A team can include subteams and resources, which builds team hierarchy.|
|Assign teams to staffing profile positions||You can assign a position to a team and cascade the assignment to its subteams and resources.|
|View team utilization details||
From the team details page, you can see:
For details, see Team Management.
Project Management Enhancements
Project Management is enhanced mainly in work plans for better project planning.
Upload work plan from Excel
When the parameter
This feature is available in the work plan Quick view only.
For details, see Upload work plan from Microsoft Excel.
|Add and edit activity in work plan Quick view||You are able to add the Activity column in the work plan Quick view and inline edit the column.|
|Set default view and columns for work plans||
Previously, when you create or view a work plan for the first time, the work plan is opened in the Quick view by default.
PPM now adds two parameters for you to specify the work plan default view and default columns in that view when you create or view a work plan for the first time.
For details, see Server parameters.
|Add % Work Complete column for summary tasks||
PPM adds the % Work Complete column for summary tasks in the work plan Quick view.
Different from the existing % Complete column that calculates the progress of summary task based on leaf task's % complete weighed by the task duration, the % Work Complete column calculates the progress of summary task based on leaf task's effort.
|Select which tasks of a template are imported to a new work plan||
If the parameter
For details, see Create a work plan.
|Export projects to Excel||
The Export to Excel icon is now available in the upper-right corner of the project page.
When you click it, the project header information, milestones, issues, risks, and scope changes are exported.
|View work plan baseline details||
Previously when you create a work plan baseline, clicking the baseline link opens the Change Baseline Properties window.
Now, clicking the link opens the work plan baseline details page:
For details, see Create a work plan baseline.
Resource Management Enhancements
|Add the "<Blank>" value for search resource filters||
In the Search Resource page, the value "<Blank>" is added for the filters: Role, Department, Skill, Manager, Org Unit, Location, Security Group, Time Approver, Billling Approver, Title, Resource Pool, and Cost Category.
The "Blank" value filters resources that do not define the corresponding attributes.
|Add Done button in the View Forecast Demand page||The Done button is added in the Resource Pool > View Forecast Demand page.|
|Ignore resource pools that only have resource's allocations in the past||
When you add a resource as the requested resource of a position, PPM automatically fills the position's attributes based on the resource details. If the resource have allocations in different resource pools in different time periods, PPM used to list all these resource pools for you to select one for the position.
Now, if the parameter
|Tooltip for staffing profiles in the Resource Load Breakdown-Assignment Details page is available||The tooltip fo a staffing profile in the Resource Load Breakdown-Assignment Details page displays the full name of the staffing profile.|
|Present the link to modify user information based on your access grant||
|Allow non-project managers with Project Management license to assign resources to staffing profile positions||
If you are resource manager, you can assign resources in a staffing profile to the positions that have the resource pool attribute set to yours, as long as the following requirements are met:
Time Management Enhancements
Add project by project number to time sheets
When adding projects to your time sheet, you can search a project by the project number.
Restrict adding milestones to time sheets
When the parameter
ALLOW_LOG_TIME_ON_MILESTONES is set to
false, time submitters cannot add milestone tasks to their time sheets.
This parameter only prevents time submitters from adding new milestones to their time sheets or to the My Items. For the milestone tasks that are in the Suggested Items or already added to My Items before disabling the parameter, time submitters can still log time on them.
Edit list validation values from Web UI
From the Excel the Edit List Validation Values page, you can download a list validation as Excel, edit the list validation in Excel, and upload the Excel to PPM to do the following:
- Edit list validation values.
- Add translations for list validation values.
- Update existing translations for list validation values.
You should have the config license and the Edit Validation Values access grant to access the page.
For details, see Edit list validation values from web UI.
Secure file upload mechanism
Since PPM 9.52, you should use the parameter DMS_SECURE_FILE_EXTENSIONS_WHITE_LIST to explicitly specify what kind of files can be uploaded to PPM, otherwise, PPM assumes the files you do not specify have potential security risk and thus forbids you to upload them.
Default value of this parameter is:
Show "ongoing" indicator for long search in time sheets
When it takes long to search for a work item to add to a time sheet, a "ongoing" animation is shown to indicate activity.
We support installing and running PPM in AWS for production environments.
PPM-Octane request integration supports more field types and value mapping
- Fields of the types: drop-down-list, auto-complete-list, and text area are supported for PPM. Correspondingly, fields of the types: reference and memo are supported for ALM Octane.
- When both fields in a field mapping are lists of values, value mapping is enabled.
For details, see Integrate PPM requests with ALM Octane entities.
PPM-Octane time sheet integration supports SSO access to ALM Octane
When you import time from Octane to PPM time sheets, PPM supports SSO access to ALM Octane.
What-if Analysis Enhancements
Check portfolio strategy data in what-if analysis
In a scenario for a portfolio, the Strategy tab displays charts for all KPIs associated with the portfolio business goals. Every KPI chart shows actual KPI values and KPI impact (that is, forecasted KPI values) of each in-scope portfolio content.
For details, see Strategic planning.
Demand Management Enhancements
Purge unused data
You can run kAdditionalPurgeTool.sh to purge the following data that are not used:
- Workflows not used by any request or package;
- Step sources not used in any workflow step;
- Validations not used;
- Security groups not referenced or used by any request type or workflow;
- Request statuses not referenced or used by any request type or workflow.
For details, see kAdditionalPurgeTool.sh.
Keep a record of table component field column width per user per request type
If you resize the column width of a table component field in a request, the next time you open any request of the same request type, the column width remains.
PPM keeps the record of table component field column width per user per request type.
Notes history of table component fields includes all changes
Table component field changes including adding new lines, deleting lines, and modifying line cells are all recorded in the request notes.
For details, see Notes section (tab).
Financial Management Enhancements
Order of lines in financial summary snapshot is the same as that in the financial summary when the cost category is the same.
Support Stacked Area Chart portlets
We support a new chart type (Stacked Area Chart) as a subtype of Line Chart for dashboard portlets. You can view any existing line chart as a stacked area chart and create a stacked area chart portlet.
For details of creating a stacked area chart portlet, see Stacked area line chart portlet.
Highlight chart portlet items
When you put the mouse over an item in a chart portlet, the item is highlighted.
Release the "Export to Excel" icon from the "more" icon for list portlets
To export a list portlet to Excel, you can directly click the Export to Excel icon in the portlet header, without the need to click the more > Export to Excel icon.
Merge APM menus into PPM
APM menus are merged into PPM. To use APM for PPM, you should set the parameter APM_ENABLED to true and deploy the APM bundle. You do not have to deploy the APM bundle if:
- You have installed APM bundle before, and
- There are no differences in databased between the existing bundle and the new bundle.
Note: As APM for PPM 9.52 made changes to the database, you still need to deploy the bundle.
We supplement the Arabic translations for labels that are added from 9.42 to 9.52.