What's New in PPM 9.63

The Dashboard section was added to the request detail page.

• PPM administrator can configure the dashboard for a request type from PPM menu: Open > Administration > Manage Request Types.

  For details, see Set up request data display mode.

• When configured, the Dashboard section will appear in the request detail page, enabling you to collectively view the request information.

  For details, see Request Detail Page, Dashboard Section.

You can copy a request type rule from the same request type or from other request types.

For details, see Copy request type rules

You can set up a relationship between two requests by creating reciprocal fields in the request types.

For details, see Set up request relationships.

Grid View was added for table component, enabling you to filter, group, and sort table component data.

For details, see Table Component Grid View.

You can import the table component from Microsoft Excel on request details page.

For details, see Import table component from Excel.

New data mask for text area validation: HTML - Rich Text Field

A new data mask: HTML - Rich Text Field was added to text area validation. This new data mask is only available to a text area field of a request type or request header type.

For details, see Configure text area validations.

Prevent copying requests of a specific request type

You can disallow users to copy requests of a specific request type from the request detail page by setting the radio button Enabled Copy Request to No. However, users can still copy the requests by running the special command.

For details, see Configure general information for request types.

The viewing of request detail page is more user-friendly:

• The request type and request number were displayed to the right of the action buttons when the page is scrolled down.

• A new button: Back to Top was added to the left of the Save button. Clicking this button brings you to the very top of the page.

For details, see Top section.

Use REST API to associate references between existing requests

You can use the REST API put/dm/requests/{requestId}/addReference/{targetReqIds}/{refRelName} to associate references between existing requests.

For details, see Interactive REST API Help.

Request type advanced search also supports filtering by request header type

When using the REST API post/dm/requestTypes/{id}/requests/advancedSearch to run an advanced search for a given request type, you can also filter by request header type.

For details, see Interactive REST API Help.

Easier ways to make changes to RequestRulesUserLibrary.js take effect

You can use the following ways to make the changes to RequestRulesUserLibrary.js take effect:

• Clean browser cache (press Ctrl + F5 in the web browser), or

• Restart PPM Server, or

• Set the parameter CHECK_STATIC_JS_FILES_UPDATES to true

You can customize the icons for PPM entity types. The icons are displayed on the pages in the Portfolio Management module and Team Management module.

For details, see Customize icons for entity types

Edit List Validation Values improvements

• You can edit user data of list validation values from the Edit List Validation Values page.

• The check box Delete lookups not included in the Excel file was added to the Edit List Validation Values page to prevent deleting any values by mistake.

For details, see Edit list validation values from web UI

You can copy a table component rule from other table components.

For details, see Configure rules in table component.

You can decide whether or not to import the resource assigned to a JIRA issue to the resource data field of the mapped PPM task.

For details, see Work Plan Integration Options.

You can map Jira issue status to PPM leaf task status in the Integration Configuration page.

For details, see Map following Jira issues statuses to PPM Task Status.

When editing code for HTML+ portlet definitions, you can click the Quicksave button or press Ctrl and S to save your changes without reloading the page. As a result, you can test your HTML+ portlet and go back right to the place where you left and continue editing.

For details, see HTML+ portlets.

New chart types added to Self-Service portlet

The following new chart types were added to Self-Service portlet: Line chart, Area chart, Stacked area chart, Pie chart, and Donut chart.

For details, see Set up self-service portlets.

If you turn on the feature toggle Team Assignment in Work Plan, when a team is assigned to a staffing profile position, the resources in this team can be assigned to work plan tasks.

For details, see Booking Multiple Resources on a Task.

If you export the staffing profile and resource pool search results to Excel, they are exported to XLSX files instead of XLS files.

PPM administrators can use feature toggles to decide:

• whether users can copy a time sheet from web UI.

• which data users can select to include in the copied time sheet.

For details, see Copy a time sheet.

Use Rest API to get pending time sheets

Time approvers can use the REST API Get/tm/timeSheets/approvable to get the list of time sheets that are pending for their approval.

For details, see Interactive REST API Help.