This Readme provides the latest information about OpenText ™ PPM 23.4.

View the PPM Help Center online to access the most up-to-date version of the documentation and readme.

Getting Started

What's new? For a list of new features and enhancements in PPM, see What's New in PPM 23.4.
Install PPM 23.4

For details, see the Installation and Upgrade Guide.

Upgrade PPM to 23.4

You must upgrade PPM to 23.4 from 2023 or later versions. For details, see the Installation and Upgrade Guide.

System requirements and supported environments For system requirements and supported environments information, see System Requirements and Compatibility Matrix.
Integrations For details about the supported integrations with PPM, see PPM Integrations.
APM Release Notes For details, see the APM Release Notes.
Fixes For defect fixes included in PPM 23.4, see Fixes.
Known issues For known issues in PPM 23.4, see Known issues.

Fixes

OCTCL44A Symptom Resolution
310025

After tasks are modified in work plan Quick view, the semicolons in task user data field are replaced with #@#.

Fixed
532038 Team's allocations displayed on the Utilization tab are inaccurate. Fixed
549003

When using the ksc_copy_request special command to copy a request, the "java.lang.ArrayIndexOutOfBoundsException" error occurs if the request's validation includes a comma. This issue arises when you specify multiple validations, and one of them contains a comma.

Fixed
614012

The following errors occur when editing a financial summary:

  • When filters are applied to the financial summary, deleting a line unexpectedly removes the filtering.
  • If the financial summary spans multiple pages, deleting a line from the middle or bottom causes the summary to jump to the top.
Fixed
638025 Workflow execution log history is incomplete. Fixed
638053 Non-primary nodes cannot start when the BASE_URL is different from the primary BASE_URL. Fixed
643003

Audit trail has the following errors when saving a resource:

  • The audit trail does not capture all the field changes correctly.
  • Certain fields are audited by both Resource audit and User table audit, which results in duplicated audit records if the SHOW_USER_SECURITY_CHANGES_IN_RESOURCE_AUDIT_PAGE parameter is set to true.
Fixed
646012 The documentation library is not viewable after the upgrade. Fixed
648018

Fail to export the request list portlet to Excel when there is whitespace in the currency field.

Fixed
656024 Cost rule changes made by a specific user is missing in the audit trail. Fixed
657006

If you update a multi-select user data field for either the Cost or Benefit line from the financial summary new UI, the format of the value is incorrect.

Fixed
657033 Fail to open the User Management Console from the Modify Resource page. Fixed
660006 Unable to update a cost line's multi-select user data field via SOAP. Fixed
660022

Error occurs when updating or creating a request in a PostgreSQL instance using the REST API.

Fixed
668003 Unable to generate the kSupport file. Fixed
669003

The Autofill from Context filter in the self-service portlet cannot be configured in the Request Type Settings page. As a result, the portlet on the request dashboard displays all requests without applying the intended filter.

Fixed
672004 The /dm/requestTypes/id/requests/advancedSearch REST API does not function properly. Fixed
674006 When submitting a report via service nodes, PPM redirects to an incorrect URL. Fixed
674021

Executing the "kSupport.sh" command generates a kSupport error due to a failure to delete the folder "support/${zipname}".

Fixed
675002

The username is null on the usage monitoring page when logging into PPM using OIDC SSO.

Fixed
680005

When creating a second child request for a request, the parent request details are not auto-populated in the second child request details.

Fixed
680009

The custom report lacks start and end times for data import steps.

Fixed
633005 The program name changes automatically when clicking the Save button in the Details tab, even though no modifications were made. Fixed
668011 Unable to use SOAP to add a task to a work plan if the task user data exceeds 20 characters. Fixed

Fixes in 23.3

OCTCL44A Symptom Resolution
539040

If a portlet has ENTITY_INFO configured through the Advanced Defaults settings, it cannot be added to all projects by using the Add Portlets to All Projects button in the Project Overview Layout policy for a project type.

Fixed
540011

If you add multiple instances of the same Self-service portlet to a module, each with different filters set, the "Odata library: an exception without message text" error occurs when loading that module in a dashboard.

Fixed
541054

The integration between PPM work plan and Jira projects encounters the following issues when the Jira projects are company managed:

  • Child items of an epic are not imported into the PPM work plan.
  • Effort added to a Jira issue is not imported into the corresponding task.
  • Resources added to a Jira issue are not synchronized to the associated task.
Fixed
545009

If you open a list portlet from a portfolio dashboard and then click the maximize button, the portlet fails to adhere to the settings configured for maximized view. This includes the specified columns and the number of rows to display in maximized view.

Fixed
549034 When you download a PPM work plan to the Microsoft Project, lag times, particularly negative lag days, are disregarded or excluded from the predecessors. This affects the overall scheduling of the workplan within the Microsoft Project. Fixed
581003

When the option to include a report as an email attachment is selected during report submission, the report is not attached to the email notification.

Fixed
515029

The Clean Invalid Allocation report does not work for user IDs that start with the number 30000.

Fixed
508008 The task audit trail fails to record every change made to user data fields. Fixed
568002 The SOAP web service fails to process financial summary updates when the user data field contains an apostrophe. Fixed
589010

The request command execution log should not log any exceptions when the command executed by event rules is successfully executed.

Fixed
609003

The project health field is set to a blank value when the project health is configured to be calculated using a custom method.

Fixed
545018

After upgrading to PPM 10.0.3, the scheduled reports no longer work.

Fixed
549030

If you define an event rule that triggers a request type command and then disable the command, the command should not be executed.

Fixed
553001

The Request Summary portlet fails to drill down to requests of a specific request type.

Fixed
564010 Cannot approve a decision workflow step in Chatbot. Fixed
579011 Unable to run the KSC_RUN_GROOVY script. Fixed
594010 During the migration of a request type, the configured Search access right for the request type is not migrated to the destination environment. Fixed
621002 Unable to add notes to a request through API calls. Fixed
621003

The out-of-the-box Create Request workflow step fails to create a request.

Fixed
622001 If an auto-complete-list field in a request is populated with more than 500 characters of data, any entry containing the "&" character is dropped and cannot be saved. Fixed
639035

If the regional setting is set to English (South Africa), when importing data from Excel to a table component in a request, the date format in the Excel file (YYYY/MM/DD) cannot be recognized.

Fixed
539037

When the option to exclude completed staffing profile positions from the Resource Allocation Management page is selected, you can still view the completed positions in Gantt View.

Fixed
541009 The serverLog.txt file incorrectly logs the error messages "server localhost is down". Fixed
544024 Fail to upgrade to PPM 10.0. Fixed
580014 The custom token used for user access in Program Risk/Issues/Scope Change does not function properly. Fixed
545024 An error occurs when selecting some columns for display in the Request List portlet. Fixed
563009

Users who do not have the required access rights should be restricted from searching for specific information.

Fixed
568001

When saving user data fields with Date validation type, the same date format should be applied whether it is done from the User Administration Console or the PPM workbench.

Fixed
577020 Advanced UI rules cannot clear check box values.

Added the selectAll and unselectAll UI rules to the check box validation

579015 HTML links disappear upon page reload in request text, text area, and hyperlink fields, but in table component fields they work properly.
Fixed
584003

If the Request List Portlet has negative value currency fields, exporting this portlet to Excel results in an empty file.

Fixed
589003

Table components, when hidden by UI rules, result in large blank spaces in the request details page. There should be a way to remove these spaces.

Fixed
594013

The Approval Details section on the Status tab of any project request type displays inaccurate data after the upgrade.

Fixed
626007 After the upgrade, action buttons in the request details page of a specific request type do not function properly. Fixed
537036

When the sync direction is set from Jira to PPM, the values in Jira fields are not synced to PPM.

Fixed
545012

When accessing the load balancer URL with HTTPS, it redirects to a URL with the wrong PORT.

Fixed
564017

Agile Data Sync Service encounters an exception when trying to synchronize changes to the agile tool.

Fixed
572006 Data should not be synced to agile tool when the sync flag is set to No. Fixed
589008 When mapping a PPM request to an existing Jira issue, not all issues in the mapped Jira project are listed for selection. Fixed
605002 It takes too long to delete records in Logon Attempts Cleanup service. Fixed
605013 The current maximum length of 64 characters for input text in kEncrypt.sh needs to be extended to accommodate passwords exceeding this limit. Fixed

Fixes in 2023

OCTCL44A Symptom Resolution
167914

When allocating program budget in the Allocate Budget window, the Expense Type field should be set to "Operating", instead of "Capital".

Fixed
479001

The Project Gantt and Project Milestones OOTB portlets are not working properly and a GUID error occurs.

Fixed
516038

Fail to use web reports to generate reports with PDF format for scheduled reports.

Fixed
528067 The screen intermittently goes blank when loading the Portfolio Management, User Management, and Edit Cost pages. Fixed
536037

When the UI rule that automatically populates a message based on field change is triggered, the Submit and Save buttons become disabled.

Fixed
536038 When you select a fiscal year from the Fiscal Year drop-down list on a program financial summary, the fiscal year in the Budget Allocations section should be changed to the selected fiscal year as well. Fixed
508003 An error occurs when running the Request Type Details report with the Show Rules filter selected. Fixed
516044

The default value for a radio button field in a request type is changed from None to Yes after the upgrade.

Fixed
528034 The login page hangs for a long time, which causes the failure in logging into PPM. Fixed
530004 Fail to upgrade from version 9.63 to 10.0.3. Fixed
462006 Financial summary fails to load when the Benefit Details section is set to the Totals view. Fixed
521022

When you turn on the Allow Users to Edit Costs and Benefits in Base Currency feature toggle, and select the base currency as the display currency in the financial summary, the Edit Costs page should show the base currency, instead of the local currency.

Fixed
528020

A GUID error occurs when you press Enter in the Category field in the Add Cost Line page or the Add Benefit Line page.

Fixed
530057

When the managers of a project are updated, the time approver for the project effort should be updated as well.

Fixed
533046

A task's percent complete value calculated by PPM is different than that is manually entered, which causes the percent complete error.

Fixed
524013 The setFieldEditable UI rule does not work properly for date and numeric fields. Fixed
533009

When you add an HTML+ portlet, which is configured to be displayed without a border, to a drilldown page, the portlet border should not be displayed.

Fixed
530015

Fail to start the non-SSO nodes in a cluster environment that has both SSO and non-SSO nodes.

Fixed
532001

The portlets in a portfolio's Overview tab cannot be resized to less than 250px in height.

Fixed
532028 Cannot watch videos in the Help. Add the video web site to the trusted external URL list by adding the URL to the TRUSTED_EXTERNAL_URLS parameter.
533001

When opening a drill-down portlet from a portfolio's Overview tab, part of the drill-from page is still visible, which is distracting.

Fixed
533002

When you further drill down from a drill-down portlet that is opened from a portfolio's Overview tab, the tooltip for the drill-from portlet is still displayed.

Fixed
534013 Additional folders are created in the ppm/server directory in the AWS environment. Fixed
539014

The "Enable users to display this portlet without a border" and the "By default, display this portlet without a border" settings for HTML+ portlets are not migrated during the portlet migration.

Fixed
541001

Users who don't have the configuration license should also be able to see the Dashboard section in the request and project details.

Fixed