What's New in PPM 9.62

Roadmap view was introduced to portfolio backlog. It gives you a quick view of schedule-related information of the portfolio contents.

For details, see Roadmap View.

You can edit backlog items directly in portfolio backlog Plain List view and Board view, without having to open the details page.

For details, see Plain List View and Board View.

New access grant: Create Portfolios

The Create Portfolios access grant was added.

• For new users, you must have the Create Portfolios access grant to create portfolios.

• For upgraded users, if you have the Edit Portfolio or Edit All Portfolios access grant before the upgrade, by default you will have the Create Portfolios access grant after the upgrade.

For details, see Portfolio Management Access Grants.

PPM adds two parameters for administrators to hide the Contents and Timeline tabs in portfolio details page:

• SHOW_PORTFOLIO_CONTENTS_IN_PORTFOLIO

• SHOW_PORTFOLIO_TIMELINE_IN_PORTFOLIO

For details, see Server parameters.

You can configure PPM Chatbot to send notifications of various events. PPM provides two notification templates ready for use. You can also create new templates for Chatbot to send notifications of other events.

For details, see Configure Chatbot to send notifications .

You can configure a decision workflow step, so the recipients can act on the workflow step in Chatbot.

For details, see Enabling Users to Act on Decision Workflow Steps in Chatbot .

• PPM administrators can set the default view of the Overview tab for all the teams in the system
• Team managers can change their team's overview layout to override the default setting.

For details, see Configure overview default settings and Team Overview.

You can show disabled teams in the My Teams and All Teams page by clicking the "Show Disabled Teams" checkbox.

For details, see Set up a team.

Confirmation pops up when adding resources that are already added to other teams

When you add resources that are already in other teams to your team, a confirmation window will pop up to remind you that if you add these resources to your team, you will also remove them and clear their capacity from those teams.

For details, see Set up a team.

A new portlet type: Self-Service Portlet was introduced. It can be used in the Portfolio module. It gives you the full flexibility to define what data to present and how it is presented.

For details, see Set up self-service portlets.

All the rows and columns in the revamped pivot table portlet support filter

All the rows and columns in the revamped pivot table can be used as paging filters. Click the Filter pane on the right of the pivot table to select the filters.

Revamped pivot table portlet ignores pivot dataset limits

Revamped pivot table portlets will ignore the pivot dataset limits controlled by the parameters in the server.conf file if the Ignore Pivot Dataset Limits feature toggle is turned on.

For details, see Control the size and number of unique values in pivot tables.

• As an administrator, you can enable the users to reset their PPM password without having to contact you each time. You can customize the reset password messages to be sent to the users.

  For details, see Enable password reset

• When logging in to PPM, if you cannot remember your password, you can reset it and create a new one.

  For details, see Reset your password .

You can upload files to PPM server from the Administration Console if the PPM server is running in Development mode.

For details, see Upload files.

The following enhancements were added to kSync.sh:

• You can use parameter to pass the database password.
• You can deploy the "content" folder when the PPM server is running.

For details, see kSync.sh.

When you restart a PPM server node from the Administration Console, you can redeploy the "content" and "customization" folder before server restart.

For details, see Restart a server node.

PPM center compares the filesystem version against the database version before starting. If the filesystem version is different than the database version, PPM will fail to start.

For details, see Startup checks.

The radio button Included Finished Programs was added to the Search Programs page. By default, when you search for programs, the finished programs are excluded from the search results.

If you call web services to search for programs, you can select to exclude the finished programs from the search results.

For details, see Search for programs and searchProgram.

You are now able to manually enter Schedule Effort for a leaf task in the work plan Quick view when the option "Controlling Scheduled Effort Manually" is selected in the task details page.

Use Rest API to override project health

You can now use Rest API to override the project health.

For details, see Interactive REST API Help.

Previously, when you export the staffing profile in Costs view, the position demand and assignment were displayed in efforts in the exported Excel.

Now, the position demand and assignment are displayed in costs in the exported Excel. The costs are displayed in the currency you selected in the staffing profile Costs view.

Show Total Effort in My Time Sheets portlet

You can use Rest API to get the calendar of a certain resource.

You can use Rest API to cancel an unsubmitted time sheet.

You can create a request from the Quick Edit page.

For details, see Create requests.