What's New in PPM 24.1

Filter and group backlog items by more fields

You can now filter and group portfolio backlog items by more types of fields, including radio button, checkbox, text area, and tag.

For details, see Portfolio backlog views.

Backlog Board view enhancements

The Backlog tab's Board view is enhanced:

• You can hide empty columns and swim lanes for a clearer data view.
• Column totals are now displayed at the top of the board.

For details, see Board view.

Backlog Roadmap view enhancements

The Backlog tab's Roadmap view now enables you to:

• Configure the color for the Gantt chart bars to suit your preferences.

• Configure which backlog item information is displayed as tooltip.

• Export Roadmap view as an image.

For details, see Set Backlog Roadmap View Default Layout and Export Roadmap view as an image.

Share portfolio layout settings

You can now share your personal layout settings on the Backlog and Financials tabs, making sure all stakeholders view the same portfolio with a consistent set of layout preferences.

For details, see Share portfolio layout settings.

Add a custom tab to requests

You can now add a custom tab to a request type and configure the tab to allow users to do the following on the tab:

• View a specific type of referenced requests.
• Create new requests as references of a specific relationship type.

For details, see Add custom tabs and Add references from a custom tab.

New validation component type: Tag

A new validation component type: Tag is added. You can add a Tag field to requests, which enables users to add tags as identifiers for a request.

For details, see Use validations and Add tags to requests.

Enhanced list fields on request details

With a refreshed look and feel, the drop-down and auto-complete lists on the request details page now provide more user-friendly experience.

To use this new feature, enable the Use New Drop-Down and Auto-Complete Lists feature toggle.

For details, see New drop-down and auto-complete lists.

New dependency conditions for request type rules

Request type rules now includes two new dependency conditions: contains text and contains one or more of.

They help simplify your request rules by defining only one rule where multiple rules were needed before.

For details, see Create advanced request type rules.

Interface customization extended

You can now customize the PPM standard interface more extensively by:

• Configuring colors for UI elements such as buttons and dialog box headings.
• Applying your custom CSS code to override the default styling.

For details, see Customize standard interface.

Use API keys as bearer tokens

When enabled as bearer tokens, API keys can be used directly in the REST authentication header.

For details, see Enable API keys as bearer tokens and Bearer authentication.

Export dashboards to PowerPoint

You can now export the following to PowerPoint for data sharing and analysis:

• Project overview
• Program dashboard
• Overview tab of portfolios
• Overview tab of teams
• Dashboard pages

For details, see Export your project and work plan, Export program dashboards, Export portfolio overview, Export the Overview tab and Export dashboard pages.

Set password-policy parameters in Administration Console

You can now configure the following parameters in Administration Console to define user password constraints:

• USER_PASSWORD_MIN_UPPERCASE_LETTERS
• USER_PASSWORD_MIN_LOWERCASE_LETTERS

For details, see Security Guide.

Enhanced support information generation

PPM enhances the kSupport tool in the Administration Console, providing a simplified and more efficient user experience for generating support information.

For details, see Gather information for Software Support.

Set any PPM page as desktop landing page

In addition to Dashboard pages, PPM administrators can now set any PPM page as the PPM desktop client landing page for specific user groups.

If permitted by the admin, individual users can set any PPM page as their default landing page on the PPM desktop client, overriding the landing page specified by the admin.

For details, see Configure PPM landing pages and Set your landing page.

New display type for self-service portlet: Board

A new display type: Board is added for self-service portlets, enabling you to display data as cards on a board.

For details, see Set up self-service portlets.

What-if template enhancements

What-if templates now provide enhanced flexibility for what-if analysis:

• A new widget type: Indicator Chart is added, enabling you to display the aggregated value of a numeric field.
• You can now add custom fields to the Ranking View component.

For details, see Define what-if layout templates.

Share a scenario

You can now share your what-if scenario with others for collaboration.

For details, see Share a scenario.

New report types: PowerPoint and Word reports

Two new report types: PowerPoint report and Word report are introduced, giving you additional options to create PPM reports.

For details, see PowerPoint and Word reports.

Notify user groups about completed reports

In addition to individual users, you can now send email notifications to groups of users about report completion.

For details, see Submit reports.

Copy specific requested resources when importing or copying positions

When you import or copy positions from another staffing profile, you can choose to also import the resources requested on these positions.

For details, see Import positions into a staffing profile.

No longer filter resources by position role

When you search for resources to assign to a position, the position's role is no longer used as a default filtering criterion. This helps you find the target resource from more candidates.

This feature is enabled when the NO_INITIAL_ROLE_IN_RESOURCE_FINDER new parameter is set to true.

For details, see From Resource Allocation Management page.