What's New in PPM 2023
The following new features and enhancements are introduced in PPM 2023.
Portfolio Management enhancement
You can now add the same entity to multiple portfolios that are in different portfolio hierarchies. This feature is enabled when the Add Same Entity to Multiple Portfolio Hierarchies feature toggle is turned on.
For details, see Add portfolio contents.
Project Management enhancements
The following enhancements were added to the Project Management module.
Project scheduling integration updates |
The project scheduling integration includes the following updates:
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Task user data supports 100 fields and 4,000 characters in each field |
Task user data can now include up to 100 fields, and each field can now contain a maximum of 4,000 characters. For details, see Configure task user data. |
Financial summary link always available in Cost tab |
The financial summary link is always displayed in the Cost tab, regardless of whether the financial summary includes cost lines. For details, see Open the financial summary of a project. |
Set default percentage complete value for milestones |
A new parameter, SET_SUCCESSOR_MILESTONE_PERCENTAGE, was introduced. It enables you to set the default percentage complete value for milestones whose predecessors are completed. PPM automatically updates the milestone status based on the specified value. For details, see Set a task as milestone. |
PPM-Agile integration enhancements
The following enhancements were added to the PPM-Agile integration.
New sync direction for PPM request type and ALM Octane entity type mapping |
A new sync direction, PPM request -> Existing agile entity, was added for PPM-ALM Octane integration. It enables you to map a PPM request to an existing ALM Octane entity. For details, see Link a PPM request to an existing ALM Octane entity. |
Support Jira 9.0 for PPM request and Jira issue integration |
PPM now adds the support for Jira 9.0 for the integration between PPM requests and Jira issues. For details, see Integrate PPM requests with Jira issues. |
Platform enhancements
The following enhancements were added to the Platform module.
Save email notifications as files |
You can now save email notifications as files in the folder specified in the EMAIL_DEBUG_DUMP_FOLDER server parameter. This enables you to test email notifications that PPM sends to users without configuring an STMP server. For details, see Server parameters. |
Support custom validations for more OOTB fields |
You can now use custom validations for more OOTB fields, including:
For details, see Use custom validations for OOTB fields. |
Dynamic graphing supported on most browsers |
Dynamic graphing now works on most of the modern browsers. For details, see Dynamic graphing. |
Financial Management enhancements
The following enhancements were added to the Financial Management module.
Display financial summary empty values as zero in exported Excel files |
A new server parameter, EXPORT_NULL_FINANCIAL_DATA_AS_ZERO_TO_EXCEL, was introduced. It enables you to control whether to replace empty financial summary cells with zero in exported Excel files. For details, see Display empty values as zero in Excel. |
Add notes when editing cost rules |
When editing a cost rule, you can now add notes to capture more information. For details, see Add notes. |
Resource Management enhancements
The following enhancements were added to the Resource Management module.
Exported staffing profiles include resource email addresses |
When a staffing profile is exported to Excel, resource email addresses are displayed as tooltips in the Resource column. This helps you distinguish resources that have the same name. For details, see Export staffing profile. |
Proposal staffing profile region defaults to proposal's region |
When you create a staffing profile for a proposal, the proposal's region is used as the staffing profile's default region. For details, see Create staffing profiles. |
Demand Management enhancement
Instead of viewing request details in sections, you can now view them in tabs, which avoids scrolling up and down the long page.
The use of tabs is enabled when the Use Tabs in Request Details Page feature toggle is turned on.
Note: This is a Beta feature.
For details, see View requests.
Portlet enhancement
A new option, Show projects in the same order as in "Project Name" field, was added to the Project Timelines portlet preference page. It enables you to show the projects in the same order as defined in the Project Name preference field.
For details, see Edit portlet preferences.
See also: