UMT360 Blog

Blog Posts from the Leader in Enterprise Portfolio Management

Configuring custom project fields in Project for the web

admin | November 15th, 2019

You may already know this, but Project for the web comes with a Dynamics app called Project. At the time of writing this post, the app provides you with the following capabilities:

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Using Flow to create automated approval workflows in Project

admin | November 15th, 2019

Project for the web is Microsoft’s most recent offering for cloud-based work and project management. It’s built on top of Common Data Service (CDS), which opens a lot of possibilities when working with Microsoft’s new chapter of project management software. One of the scenarios made possible by CDS and the Power platform is building robust workflows, using modern tools and no code.

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Gartner Magic Quadrant recognizes UMT360 as a visionary

Hubie Sturtevant | November 15th, 2019

Gartner’s 2019 Magic Quadrant for Integrated IT Portfolio Analysis Applications (IIPA) was just released, and once again, UMT360 has been recognized as a visionary provider. According to Gartner, “integrating portfolios using IIPA software enables IT managers to see the cost, effort, technical complexity, feasibility and interrelated effects of a proposed IT change or digital initiative before it is approved.”

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Building reports and dashboards with Project for the web

admin | October 28th, 2019

Strategy Execution

Project for the web marks the next chapter for Microsoft Project, providing a distinctive modern web interface and user experience for managing work of any size.

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Microsoft’s Work Management Offerings Just Got More Interesting!

Hubie Sturtevant | October 28th, 2019

Microsoft’s robust selection of modern work management offerings just got a whole lot more interesting with the release of Project for the web. This exciting new, modern web-based task and project management solution provides an experience that supports co-authoring, interactive grid/board/timeline views and a whole lot more!

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The View From The Gartner PPM Summit

Hubie Sturtevant | July 17th, 2019

Last month in Washington DC, PPM leaders from all over the world gathered for Gartner’s Program & Portfolio Management Summit. We thought we’d share a few observations from the event.

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Exciting new roadmapping capabilities now available for Microsoft Project users!

Ben Chamberlain | January 18th, 2019

Microsoft recently released a new feature for Project called Roadmap. According to Microsoft, “Roadmap is a visually exciting way to combine information from multiple Waterfall and Agile projects and share it with co-workers.” But that’s just the beginning…

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Gartner’s Market Guide For Strategy Execution

Hubie Sturtevant | December 11th, 2018

Gartner’s recent market guide on Strategy Execution Management Software advises that any PPM leader interested in driving business transformation invest in tools to help them more effectively manage strategy execution. So what does that mean?

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Gartner’s 2018 Magic Quadrant for IIPA Recognizes UMT360 As A Visionary

Hubie Sturtevant | November 30th, 2018

For the seventh consecutive year, UMT360 is once again recognized as a Visionary in Gartner’s Magic Quadrant for Integrated IT Portfolio Analysis Applications (IIPA). In its 2018 report, Gartner recognizes UMT360 for its completeness of vision and ability to execute. The full report can be found here (Gartner subscription required).

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Responding To A Mandate For Business Transformation

Ben Chamberlain | June 20th, 2018

Every year, UMT360 participates in the Gartner PPM Summit. This year’s event was held June 12-14 in National Harbor, MD. As they have in previous years, the folks at ProjectManagement.com asked me to provide some observations on this year’s Summit. You can find the whole article here, but if you don’t have an account (register for free here) here’s a brief overview.

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UMT360 Named A Visionary In Gartner’s 2017 Magic Quadrant for IIPA

Hubie Sturtevant | November 28th, 2017

UMT360 has once again been recognized as a Visionary in Gartner’s 2017 Magic Quadrant for Integrated IT Portfolio Analysis Applications (IIPA). This is the sixth consecutive year that UMT360 has been recognized by Gartner for its completeness of vision and ability to execute. The full report can be found here (Gartner subscription required).

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Using Dependencies & Validations for Project Online/Server Fields

Margaret Wallace MPM, MCP, MCTS | October 24th, 2017

I was recently teaching a class for UMT360 Administrators, and as I was covering the feature Dependencies and Validations for Project Server Fields, one of my students in the class exclaimed in a eureka moment, “I didn’t know we could do that!” So I thought, maybe others who are not aware of what their UMT360 product can do for them would like to learn about this too!

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Introducing UMT360 Apps for Microsoft PPM

Ben Chamberlain | August 17th, 2017

There’s no question that Microsoft Project Online and Project Server are world-class PPM solutions. When implemented correctly, Microsoft’s PPM platform enables organizations to establish the solid foundation they need to manage project execution. But when it comes to extending capabilities beyond Microsoft’s core PPM features, organizations have historically relied on expensive and complicated customizations and work-arounds.

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New tools and techniques turn project management into strategy execution

Ben Chamberlain | November 1st, 2016

Gartner

Gartner recently published its Market Guide for Strategy Execution Software. If you’re a Gartner client, you can access it here. The report speaks to the “execution gap” that many organizations are struggling with, and the main culprit seems to be a reliance on traditional tools and processes that keep project success rates stuck at around 64%.

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New Pricing & Options For Microsoft PPM Cloud

Margaret Wallace MPM, MCP, MCTS | August 17th, 2016

UMT360_Blog_Image_MSProject

Microsoft recently announced new pricing for its Project Cloud PPM platform. As with any pricing change, how this new plan may impact your organization depends on your particular situation. Let’s first take a look at the facts, which will help provide a clearer idea of what it could mean to you.

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For today’s strategic PMO, real business transformation begins at home

Ben Chamberlain | June 27th, 2016

GartnerPPM2016

What do people really mean when they talk about business transformation? And why do we seem to be hearing so much about business transformation within the context of project and program management? Perhaps a few insights from this year’s Gartner PPM & IT Governance Summit in Orlando can help to answer those questions.

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Gartner Summit 2016. Stop Managing Projects. Start Orchestrating Investments!

Ben Chamberlain | May 11th, 2016

GartnerSummitHeader

We’re excited to be participating in the Gartner PPM & IT Governance Summit once again this year. The Summit will will be in Orlando from June 6-8. If you plan on attending, please do stop by the UMT360 booth and say hello.

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Can A PPM Platform Really Deliver 300% ROI?

Ben Chamberlain | April 12th, 2016

UMT360_Blog_Image_Msft_TEI

A recent Forrester Consulting report commissioned by Microsoft examines the costs and benefits of deploying Office 365 Project and Portfolio Management. The bottom-line? According to Forrester, a typical organization can realize a 301% ROI over three years! That’s a pretty bold claim, so let’s take a look at how they arrived at that figure.

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Microsoft PPM Platforms: The Fact And The Fiction

Ben Chamberlain | January 27th, 2016

UMT360_Blog_Image_6Myths

“Decades-old fables about Microsoft Project’s lack of capabilities bear little resemblance to today’s reality.”

We’ve all heard the age-old myths about the moon being made of cheese or fantastic creatures patrolling murky depths or hairy giants haunting the Pacific Northwest. With experience comes the wisdom to recognize which is truth and which isn’t. Yet, some of us do still occasionally fall for a modern myth or urban legend. Just ask anyone who still believes that Elvis has never really “left the building.”

Looking to do more in 2016?

Ben Chamberlain | December 21st, 2015

UMT360_Blog_Image_2016PMOAssessment
The end of the year is a time to connect with loved ones, celebrate the holidays, and make resolutions for the New Year. For PMO leaders, it’s also the perfect time to take a step back and assess the effectiveness of the processes you use to manage project and program investments, while also assessing their impact on your business.

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On A Journey To PMO Maturity

Ben Chamberlain | December 7th, 2015

UMT360_Blog_Image_VIC

This fall, the UMT360 team participated in several industry events featuring PMO leaders presenting thought-provoking keynotes and informative breakout sessions. Attending these events always gives us a chance to learn, along with an opportunity to speak with PMO leaders from all walks of life. It also is a great reminder that no two organizations have exactly the same needs or face precisely the same challenges.

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Is Your PMO Ready To Lead?

Ben Chamberlain | November 24th, 2015

UMT360_Blog_Image_FinlandKeynote

UMT360’s own Ben Chamberlain presents the keynote at this year’s Project Management Days event in Helsinki.

I was invited to be the keynote speaker at this year’s Project Management Days in Helsinki. It was an honor to kick off this event in front of hundreds of project management professionals from around the world. But I have to admit to wondering how my presentation would resonate with the an audience comprised largely of folks who don’t share my native tongue. (Of course, some who know me would argue that an Englishman living in the U.S. must already have plenty of experience communicating with people who don’t speak his language.)

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An Oasis For PMOs In The Desert

Ben Chamberlain | October 30th, 2015

UMT360_Blog_Image_PMOSymposium

The UMT360 team, along with PMO leaders from around the world, will be in Phoenix from November 8-11, 2015 for the PMO Symposium.

 

The PMO Symposium is one of our favorite events of the year. It’s where hundreds of business leaders gather for a behind-the-scenes look into the proven strategies and practices that drive success for some of the world’s leading PMOs. Each year it seems to get better and better, with just about everyone responsible for directing their organization’s portfolio of projects, programs and initiatives in attendance!

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A Good Start Makes All The Difference

Hubie Sturtevant | September 1st, 2015

UMT360_Blog_Image_Treehouse

It’s back-to-school time. And that means a fresh start for kids just looking for an opportunity to learn and grow. This year, the UMT360 team is hoping to make a difference for a few foster kids here in Washington state. Because each fall, thousands of them head back to school, and too many lack the essentials to succeed in the classroom.

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Is Robust Benefits Realization Finally In Reach?

Ben Chamberlain | July 10th, 2015

UMT360_Blog_Image_MSProject

Part 5 in a series on how to extend the value of Microsoft Project Online & Project Server…
By now we know how important good business cases are to ensuring good project and program selection. A business case helps the organization determine the relative value of investments, and are also used to evaluate and prioritize competing initiatives.

But what happens to those business cases once the project has been approved? Read the rest of this entry

Creating A Dynamic Planning Framework & Taking Corrective Action

Ben Chamberlain | July 10th, 2015

UMT360_Blog_Image_MSProject

Part 4 in a series on how to extend the value of Microsoft Project Online & Project Server…
OK, so we’ve seen how to easy it is to integrate financials into our PPM process. We’ve recognized the importance of building robust business cases. We’ve realized that time wasted on manual reporting can be spent on more strategic activities. We should be feeling pretty good about ourselves now.

In fact, with all this newfound visibility and insight, we could do a much better job with our traditional “set-it-and-forget-it” approach to annual planning. Read the rest of this entry

It’s Time To Automate Status Reporting & Variance Analysis

Ben Chamberlain | July 6th, 2015

UMT360_Blog_Image_MSProject

Part 3 in a series on how to extend the value of Microsoft Project Online & Project Server…
One the banes of today’s Project Management professionals is status reporting. It’s an important component of any PPM process. But’s it’s often a logistical nightmare that typically involves manual processes that suck valuable time away from more strategic activities. Data must be gathered and reconciled from disparate systems and then reports must be manually developed. Read the rest of this entry

Better Portfolios Begin with Better Business Cases

Ben Chamberlain | June 30th, 2015

UMT360_Blog_Image_MSProject

Part 2 in a series on how to extend the value of Microsoft Project Online & Project Server…
An organization’s portfolio of projects is really a collection of strategic investments. And these investments are of course made with the expectation that they will drive better business results. Too often, not enough is done on the front-end of the PPM process to manage the demand for new investments.

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Why It’s Important To Integrate Investment Planning & Controls

Ben Chamberlain | June 24th, 2015

UMT360_Blog_Image_MSProject

Part 1 in a series on how to extend the value of Microsoft Project Online & Project Server…

The growing pressures on today’s PMO require that they deliver more than just strong tactical project management skills. To support these strategic demands, project management professionals need increased visibility. They need direct access to information that helps guide better decision-making. In short, they need to add more sophisticated business governance and investment planning and controls to their PPM process. But how?

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The Winds of Digital Change Are Howling

Ben Chamberlain | June 9th, 2015

This year’s Gartner PPM Summit was held just outside of Dallas, TX, in early June. One of the highlights of the event was the standing room-only presentation by UMT360 client Frank LaRocca about how PMOs need to adjust their methods to adapt to a changing business environment.

FrankGartnerPhoto
Clicking on video will link to Gartner site and open new browser.
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It’s time for the PMO to focus on the big picture

Hubie Sturtevant | May 29th, 2015

No, the UMT360 team didn’t come up with the theme for this year’s Gartner PPM & IT Governance Summit. But we certainly could have. Because from our perspective, the event’s theme — Thriving on Digital Chaos: Innovation, Agility and Collaboration — sounds exactly like what we’ve been telling our clients for years now. Read the rest of this entry

Managing Investments – That’s Your Real Project!

Mike Gruia | May 15th, 2015

We met a lot of folks at the Microsoft Ignite Conference in Chicago last week. And while everyone we spoke with had unique and specific challenges, one common thread ran through our conversations. Most organizations we spoke with used Microsoft Project Online or Project Server as their PPM tool, yet still wanted a more efficient and effective way to manage their projects.
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What’s FedRAMP and why is it important to you?

Hubie Sturtevant | May 4th, 2015

If you work in public sector IT, you’ve probably heard of FedRAMP. And if it hasn’t yet made an impact on you or your agency, it soon will. FedRAMP stands for The Federal Risk and Authorization Management Program. It’s essentially a comprehensive framework, established in 2012, that defines what it takes for a company providing cloud products and services to federal agencies to be recognized as a secure provider.

Making it easy for federal agencies

I’m happy to report that UMT360’s Solutions for Microsoft Project Online & Project Server are now available as a FedRAMP Compliant Cloud Service.

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Things Will Be Heating Up At Ignite Next Week!

Hubie Sturtevant | April 29th, 2015

Close to 20,000 people will gather in Chicago for Microsoft Ignite during the first week of May. We’re looking forward to seeing everyone there, but we’re particularly interested in connecting with anyone who manages or depends on Microsoft Project Online and Project Server. If that sounds like you, and you’re planning on attending Ignite, please stop by booth # 549 – we’d love to see you! Because not only can we show you how to make Project work harder for you. We also have a fun challenge that could make all your walking of the show floor really pay off!

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The Enterprise’s Biggest Challenge – Bridging the Planning & Execution Gap

Mike Gruia | March 19th, 2015

MindTheGap_to_fit

A recent UMT360 webinar attracted about 200 project management professionals interested in learning more about how today’s PMO can bridge the planning and execution gap. Judging from the responses to our poll questions during the presentation, nobody doubts that there is a gap. But it’s clear that many organizations are not quite sure what may be causing that gap, and what they can do to start addressing it.
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Reinventing Your Career – Mastering Digital Investment Management

Mike Gruia | March 6th, 2015

Arrows_cropped_to_fit

We asked the audience attending a recent UMT360 webinar – comprised mostly of Enterprise Architects (EAs) – a few questions. I learn the most when I hear directly from the professionals in our industry, so I thought I’d share a few of the results that I found particularly illuminating.
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Digitalization And The Changing Role Of PPM

Mike Gruia | February 11th, 2015

I am an avid proponent of the transformative effects of technology. Indeed, digitalizing traditional PPM is core to our mission of helping organizations bridge the gap between strategy and execution. That’s why the recent Q&A with Gartner “Thriving on Digital Chaos” caught my attention.

It’s an interesting read, one that touches on the disruptive impact that technology is having on today’s PPM professionals. One point in particular really resonated with me – traditional know-how is no longer enough for PPM professionals.
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To Deliver Effectively You Must Be Able To Measure, Understand, Predict, Realign and Reallocate

Mike Gruia | January 20th, 2015

(Final post of a series on the forces helping to drive a tactical to strategic transformation of the PMO.)

In this series of blog posts, we’ve established the importance of focusing on capabilities, prioritization, allocation and road maps as they relate to the Strategic PMO. But at the end of the day, all of those ideas and concepts simply set us up for being able to effectively deliver results. And delivery is a bit more complex than simply “finishing the project”. Successful delivery requires organizations to:

  • Measure Outcomes
  • Understand Variance
  • Predict Impacts
  • Realign
  • Reallocate

Let’s take a look at each one of those capabilities in a bit more detail:
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Mapping the Road from Investments to Value Realization

Mike Gruia | January 14th, 2015

(Part five of a series on the forces helping to drive a tactical to strategic transformation of the PMO.)

Effective planning and execution of strategic initiatives requires that processes, technology and implementation all be synchronized with company strategy. Organizations that ignore these dependencies risk not being able to implement even moderately complex programs.
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Linking Resource Allocation To Strategy

Mike Gruia | January 7th, 2015

(Part four of a series on the forces helping to drive a tactical to strategic transformation of the PMO.)

For many companies, the allocation of resources is driven from the bottom up. Allocation decisions are often disconnected from business capabilities, are commonly based only on one year of data, or are guided by a simple “allocate-or-not” mindset. Needless to say, these static and stagnant approaches are not very efficient.
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Prioritization – Making The Right Tradeoffs

Mike Gruia | December 18th, 2014

(Part three of a series on the forces helping to drive a tactical to strategic transformation of the PMO.)

A recent Gartner report provides some interesting perspective on the impact that prioritization has on today’s enterprise. Gartner reports that a majority of CIOs agree that non-prioritized, competing projects and programs are an obstacle to implementing strategies. Clearly, the ability to appropriately set priorities is crucial when it comes to managing enterprise investments.
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Connecting Strategy to Execution

Mike Gruia | December 18th, 2014

(Part two of a series on the forces helping to drive a tactical to strategic transformation of the PMO.)

To be truly successful, every organization must have a well-articulated strategy. And it’s crucial that this strategy be tightly aligned with an execution plan. But for many, there’s still a significant gap between strategy and execution. Organizations struggle to bridge this gap because they lack the clarity required to focus on the capabilities that will help them achieve their strategy.
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Evolving From Tactical To Strategic PMO

Mike Gruia | December 11th, 2014

(Part one of a series on the forces helping to drive a tactical to strategic transformation of the PMO.)

For decades now, the PMO has been typically focused on tactical execution. Which is what made the keynote address at this year’s PMO Symposium – by one of the world’s foremost authorities on competitive advantage – so fascinating. As I listened to Harvard Business School Professor Dr. Michael E. Porter’s presentation, some ideas occurred to me about the gaps between strategy and execution that are way too prevalent in today’s enterprise program and portfolio management (EPPM).
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Shaking The Traditional PMO… Like A Polaroid Picture

Hubie Sturtevant | November 21st, 2014

BoothThe UMT360 team just returned from the PMO Symposium in South Florida, where we met lots of folks interested in learning about transforming their PMO. Symposium attendees stopping by the UMT360 booth learned about the benefits of establishing a strategic PMO and participated in the UMT360 PMO Maturity Assessment. The assessment survey helps organizations picture themselves on the continuum of establishing a strategic PMO. Literally. Because after taking the survey, each participant placed an old-school Polaroid selfie on the UMT360 booth corresponding to their score, showing how each respondent measured up against their peers. Read the rest of this entry

Powering The Strategic PMO

Hubie Sturtevant | November 14th, 2014

You’re probably familiar with the grim statistics. Industry analysts tell us that traditional PPM is failing to deliver the anticipated results. And despite continued and significant investments in PPM, companies are still losing up to 46% of the planned business value from their project portfolios.

Clearly, the status quo isn’t working. But a new breed of business leader is emerging to help buck the trend and transform PPM. And the UMT360 team will be at the PMO Symposium in Miami to help showcase how these leaders are breaking the cycle of unreliable planning, cost overruns and project failures.

If you’re planning on attending the PMO Symposium in Miami from November 16-19, stop by the UMT360 booth to say hello. You can participate in our survey, picture how you measure up against your peers and be in the running for one of the free GoPro cameras we’ll be giving away at the end of each day. Read the rest of this entry

Survey Results Hint At Big Challenges for IT Transformation

Hubie Sturtevant | October 28th, 2014

A big thanks to all the attendees of the IT Portfolio Management Conference in Chicago who stopped by the UMT360 booth. The event was a fantastic opportunity to connect with IT leaders looking to transform how they manage enterprise IT investments.

Many of the folks who stopped by the UMT360 booth participated in our 2014 IT assessment survey. It was a quick and fun survey that measured responses on a scale ranging from “I have No Idea” to “We’re Awesome!” This survey was designed to help provide a sense of how IT leaders see their own organization’s development and transformation especially as it relates to these five principles of Enterprise Portfolio Management.

The results of the survey suggest that there’s ample opportunity for IT organizations to improve their portfolio management capabilities. Read the rest of this entry

Traditional Strategic Planning Is Still Not Very Strategic

Mike Gruia | October 14th, 2014

Enterprises have invested billions of dollars implementing PPM solutions under the promise that they would increase project effectiveness and efficiency. But have those solutions delivered on their promises?

Unfortunately, the answer is no. Traditional PPM is simply failing to deliver the anticipated results. There are many reasons, but at a fundamental level, PPM is notorious for lacking a business focus and for placing too much faith in scheduling. In a recent UMT360 webinar Transform 2015 Planning: Moving from Project to Capability Based Investment Planning, CEO Mike Gruia shared some startling statistics:

  • Nearly 33% of projects fail to meet their goals or business intent
  • Nearly one in five projects fail to be completed
  • 43% of all projects are delivered late or over budget
  • Only 54% of the investments deliver their promised value

Are We Just Planning for Planning’s Sake?
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Just What is a Strategic PMO?

Paul Rosien | September 29th, 2014

UMT360’s recent webinar schedule has focused on enabling PMOs to be strategic. Great topics, with some world-class PMO professionals including Learning How to Establish a Strategic PMO with Carl Souchereau from SNC Lavalin T&D, and Changing the PMO Status Quo with Frank La Rocca from ConEd. In fact, we’ve seen so much interest in the Strategic PMO idea that we’ve created a local breakfast series, starting initially in Chicago and Houston.

But we also thought it would be good to step back and define just what makes up a strategic PMO. We reached out to some industry folks to get their views, and one response stood out in particular. Andy Jordan is the president at Roffensian Consulting, and has over 20 years within the portfolio, program, project and PMO space. Andy’s response aligned very closely with our view, and so we thought we’d let Andy share directly! You can reach Andy at andy.jordan@roffensian.com, and we thank him in advance for the guest post! – Paul

Just What is a Strategic PMO?

By Andy Jordan

In the last few years PMOs have been asked to take on much more ‘business critical’ functions. Some have embraced this opportunity, some have not. The idea of a project focused central services style PMO (people, process, tools, training) is rapidly losing favour because it is not delivering business results. Instead, the idea of a PMO more aligned with the business is gaining traction, and that is what PMOs should always have been. A Strategic PMO is a project centric business department and should be structured and managed in the same way as other business departments – goals and objectives set by enterprise leadership that help the organization as a whole succeed. That’s what we expect for sales, or operations, or fill in the blank other department, and that’s what we should expect of PMOs.

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Calling All Strategic PMOs (And Those Looking to Become One)

Paul Rosien | September 8th, 2014

Back in July, we ran a successful webinar discussing what it takes to create a strategic PMO. The webcast, led by Carl Souchereau, formerly of TransAlta and now Project Director at SNC Lavalin, provided practical advice around mastering the important yet tactical aspects of project management as well as taking strategic responsibility for managing the investment decisions for the portfolio. (If you missed the webcast, it is archived here.)

Because interest in the webinar was so strong, we wanted to extend the conversation and have created the UMT360 Strategic PMO Breakfast Series. We’re fortunate in that Carl has signed on to present his wisdom again, but we’ll also take some time to look at the latest product developments that help the Strategic PMO fulfill the vision Carl will present, including:

  • Integrating investment planning and controls across the PPM life-cycle that result in optimized spend and maximized ROI
  • Streamlining capital planning and building stronger business cases
  • Automating financial tracking and variance analysis to enable dynamic planning
  • Establishing a benefits realization framework to measure results

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The Power of Regular Portfolio Reviews and Dynamic Reallocation

Mike Gruia | July 18th, 2014

During a recent UMT360 webinar covering How to Become a Strategic PMO (see archive here), we found that only 1% have regular dynamic reallocation reviews via automated processes. Another 39% have regular reviews, but require manual, time-intensive efforts to collect and standardize data.

UMT360’s message to PPM practitioners is that this is their opportunity to take the leap to becoming a strategic PMO office by focusing efforts on gaining control of their investments. Annual planning and traditional resource allocation is not enough, as it cannot accommodate the challenges of market complexity and rapid change. Portfolio rebalancing allows organizations to keep their investment priorities in check and optimize the resource allocation and consumption.

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UMT360 Support Matrix Update

admin | November 8th, 2019

This blog post details upcoming changes to the UMT360 software support matrix:

End of Support for Microsoft Internet Explorer 10 (IE10)

In 2015 Microsoft released Edge as the flagship browser that will support modern web technologies and over time replace Internet Explorer (IE). Since then, IE has not received major updates, and has not kept pace with modern web standards required by today’s web applications. Earlier this year, Microsoft discouraged the use of Internet Explorer as a default browser.

To allow us to continue to take advantage of modern web standards and deliver improved features and the best possible user experience across all of our products, we have decided to end support for IE10. We will continue supporting Internet Explorer 11.

What does end of support for IE10 mean?

End of support means we will not fix bugs that are specific to IE10, and new features might not be fully compatible with this browser version.

When is this happening?

We will no longer provide support for IE10 starting on January 1st, 2020.

What this means for you

In preparation for the end of support dates, we recommend switching to one of our supported browsers, such as Microsoft Edge, Google Chrome, Microsoft IE 11 or Mozilla Firefox.

End of Mainstream Support for Microsoft SharePoint 2013

Microsoft’s mainstream support for SharePoint 2013 Service Pack 1 ended on April 10, 2018. In order for us to continue to provide our customers with the best possible capabilities in UMT360, we have decided to end mainstream support for UMT360 for SharePoint 2013 starting with the next major version of UMT360.

What does end of mainstream support for UMT360 for SharePoint 2013 mean?

New features and enhancements will no longer be released for customers running UMT360 for SharePoint 2013. Specific product fixes will continue to be released for UMT360 for SharePoint 2013, as needed, to address critical issues.

What this means for you?

If you are a customer that runs UMT360 for SharePoint 2013 and want to continue using the current capabilities of UMT360 going forward, we are committed to continue providing you with support. However, in order to receive new features, enhancements and new capabilities at a fast pace going forward, you have the following options:

  • Migrate to UMT360 Online and benefit from our ever-green version (updated automatically on a regular basis)You
  • Upgrade to SharePoint 2016 or SharePoint 2019, both being supported versions by UMT360 When is this happening? Mainstream support for UMT360 for SharePoint 2013 will end once the next major version of UMT360 (Version 6 – v6) will be released. General availability of UMT360 v6 is projected for April 2020. Thank you for continuing to be a valued UMT360 customer. Feel free to reach out to us if you would like additional details around migrating to UMT360 Online or if you require help upgrading your SharePoint 2013 platform to a newer version.

When is this happening?

Mainstream support for UMT360 for SharePoint 2013 will end once the next major version of UMT360 (Version 6 – v6) will be released. General availability of UMT360 v6 is projected for April 2020.

Thank you for continuing to be a valued UMT360 customer. Feel free to reach out to us if you would like additional details around migrating to UMT360 Online or if you require help upgrading your SharePoint 2013 platform to a newer version.

UMT360 v5.14 – Product Update 14

admin | September 26th, 2019

We’re pleased to announce the availability of UMT360 v5.14 – Product Update 14 (PU14). Product Updates include all previously released public updates and private hotfixes. We strongly recommend that any patch and release is validated in a non-production environment first before being applied to production environments.

Below is a list of changes that will be introduced with this update:

  • Portfolio Manager
    • Added the ability to enforce Milestone Dependencies
    • Added the ability to display Entity Details
    • Added the ability to Refresh Data for individual entities
    • Added the ability to group, sort, color and filter UMT360 stand-alone entities in the Portfolio Roadmap
    • Added the ability to filter Resources by Fields with Lookup Tables
    • Added filtering capabilities to show only related Entities
    • Included queue process notification in the UI
    • Availability is now highlighted in red in the Resources section when a resource’s Full Time Equivalent is set to zero
    • The Budget Utilization metric is now updated when an entity is dropped from the Portfolio Roadmap
    • The available Entity Types are now sorted alphabetically in the Create Plan Configuration wizard
    • The available Roadmap Fields are now filtered in the Create Plan Configuration wizard based on the selected Entity Types
    • Fixed persistence issues with Cut-off and Target values
  • Resource Management
    • Availability Resource Dimension values now roll-up to the user selected group level in the My Resources web-part
    • Availability is updated on the fly when values are added to the Committed Resource Dimension in the UMT360 Resources web part and the UMT360 My Resource Plans web part
    • Snapshot Assignment Field values and Snapshot Resource Field values with Default value are now available in SnapshotAssignmentFieldValues and SnapshotResourceFieldValues OData Views
  • Roadmap and Milestone Management
    • Added the ability to create UMT360 Fields of type Milestone and display them in UMT360 Milestones web part
    • Added the ability to include UMT360 Milestone Fields in Snapshots
    • Added the ability to report on UMT360 Milestone Fields using OData
    • Added the ability to integrate Schedule Task Field values with UMT360 Milestone Fields
  • Core Financial Capabilities
    • The End Date of the last Actuals period takes into account the End Date of the Entity timeline
    • Values added in financial grids after a Snapshot is created are now displayed under Review Snapshot when Display Value is set to Difference
    • Fixed issue with values not being captured for the entire timeline when using Custom Granularity and the Entity timeline is increased
    • Fixed performance issue when saving Forecast values while using Enforce the use of allocation centers while having large number of projects, Financial Nodes and Allocation Centers
  • JIRA Connector
    • Added the ability to view and remove mappings between Jira and Project entities
  • Other
    • Fixed Reporting: Update Entity Type queue job error which occurred when changing the settings of an Entity Type configured with List Container Type
    • Fixed Update Entity queue job error when adding a second Enterprise Financial Type to a Global Template and pushing the settings
    • Improved performance of UMT360 OData Views by adding pagination mechanism
    • Fixed Remote Resources Update queue job error and improved performance when bulk editing resources in Project Online Resource Center
  • Programmability (CSOM interfaces)
    • Added new collections: FinancialBreakdowns, FinancialBreakdownTemplates, SurveyScoringTemplates
    • Improved performance and fixes for the following collections and objects: Milestones, FinancialTypes, FinancialNodes, FinancialDimensions, AllocationCenters

Visit the UMT360 Product Version History page for version details. Customers and Partners can download PU14 via the online portals on www.umt360.com.

UMT360 v5.13 – Product Update 13

admin | May 31st, 2019

We’re pleased to announce the availability of UMT360 v5.13 – Product Update 13 (PU13). Product Updates include all previously released public updates and private hotfixes. We strongly recommend that any patch and release is validated in a non-production environment first before being applied to production environments.

UMT360 v5.13 adds support for the Office365 Modern Authentication method when integrating with Project Online, in addition to the existing Legacy Authentication option. Modern Authentication offers more secure user authentication and authorization. We will continue to support both Legacy and Modern authentication going forward.

IMPORTANT NOTE: If your organization is using Project Online, you are required to complete a one-time configuration change to mappings between Project Online Project Detail Pages and UMT360 Forms.  Please see below for an overview of the configuration changes that need to be applied to each UMT360 instance. Additional information is included with the user documentation available for download through the Customer Portal

  • Step 1: Go to UMT360 Settings – Manage UMT360 Form Mappings admin page and re-create the mappings between Project Online PDPs and UMT360 Forms
  • Step 2: Go to Project Online and add a Content Editor web part to each PDP that does not require a mapping with UMT360 Forms
  • Step 3: Link each Content Editor web part to the UMT360FormMappings.js file located in the UMT360 Connector folder from the Project Online site (for example: /sites/pwa/UMT360 Connector/UMT360FormMappings.js)

Below is a list of changes that will be introduced with this update:

  • Portfolio Manager
    • Added the ability to create and manage multiple Plans and Scenarios
    • Added the ability to create private or shared Plans
    • Added the ability to report on Plan and Scenario data using OData
    • Added the ability to filter which Resources are included in new Plans based on Resource Fields and/or whether or not they have existing assignments
    • Added the ability to use custom Enterprise Financial Types
    • Fixed issue when filtering entities using List Columns
    • Fixed issue with entities not being added to the Plan when their timelines partially intersect the Plan Range
    • Fixed issue that prevents the creation/update of a Plan when a resource field with lookup table that has no assignment values is used as the Default Summary Field
  • Core Financial Capabilities
    • Added the ability to manage financial plans using custom financial sub-categories on an entity by entity basis
    • The “Saving…” message is displayed in UMT360 Financial web parts only when corresponding processes occur in the background
  • Resource Management
    • Improved performance and usability for Weeks granularity in the context of UMT360 Resources, My Resource Plans and My Resources web parts
    • Fields added to UMT360 Resources web-parts are now automatically displayed in the web-part
    • Introduced the ability to choose whether inactive Resources are synchronized with the UMT360 Resource Pool
    • Improved Search performance in the Add Resources popup from the UMT360 Resources web part
    • Improved the user experience when the UMT360 Resources grid is loading or Queue jobs are being processed in the background
    • Fixed issue with UMT360 Resources being deleted from the Resource Pool if they cannot be read from Project
    • Fixed reporting data inconsistencies when a Reassign action is performed in the UMT360 Resources web-part
    • Fixed issue with Email Addresses not being saved when they begin with upper case letters
    • Fixed an error which occurred when changing the Start Date of the recurrent Resource Synchronization process, while having a different locale than US
    • Fixed an error which occurred in UMT360 Financial and Resources grids when refreshing/reloading the page, while using the latest version of Chrome or Edge (chromium)
    • Fixed an issue with UMT360 OData feeds failing to refresh in Power BI while using Weeks as the lowest granularity
  • JIRA Connector
    • Introduced new option which determines if the Project Lead/Project Owner field is updated in Jira/Project
  • Other
    • Added support for Office365 Modern Authentication as an alternative to SharePoint Online Credentials Authentication
    • Lookup table values are now displayed instead of GUIDs in multiple OData Views
    • Draft surveys can now be identified in the [OData].[SurveyUserAnswers] view using a new column called IsDraft
    • Reporting Entity Changed queue job is no longer fired for entities which are not yet created in the UMT360 Database
    • Introduced a new User Name column in the UMT360 Queue admin page
    • Fixed issue with Field Dependencies not being created on browsers other that Chrome

Visit the UMT360 Product Version History page for version details. Customers and Partners can download CU13 via the online portals on www.umt360.com.

UMT360 v5.12 – Product Update 12

admin | February 20th, 2019

We’re pleased to announce the availability of UMT360 v5.12 – Product Update 12 (PU12). Product Updates include all previously released public updates and private hotfixes. We strongly recommend that any patch and release is validated in a non-production environment first before being applied to production environments.

  • New features and significant enhancements
    • Portfolio Manager – Enable organizations to model the impact of changes to project and program portfolios using what-if analysis
      • Measure the impact of changes using key portfolio metrics
      • Leverage interactive roadmaps to model changes to project portfolios, such as adding, removing or rescheduling projects
      • Optimize resource utilization by running analysis at summary level (e.g. role, team, location) or drill down to the named resource level
      • Optimize cost by running multi-year fiscal planning, cost reduction scenarios, budget utilization, etc.
      • Maximize ROI and accelerate payback
  • Core Financial Capabilities
    • Display the Proposed End Date in the Manage Financial Timeline dialog, while Change Requests that include timeline changes are in a Pending or Draft state
    • Fixed issue with duplicate snapshots being created during Stage Transitions when processing the transitions takes a long time
    • Fixed issue with ribbon becoming disabled in UMT360 Actuals web part when submitting a period without previously saving the financial values
    • Fixed an error which occurred when the timeline of an entity which aggregates financial values from one or more entities was modified and then returned to its original value
    • Fixed issue with Forecast period becoming editable when the last Actuals period is re-opened and the Lock Forecast Values upon approving Financial Status Periods option is being used
    • Fixed an error which occurred when exporting Financial grids to Excel and having long entity names
  • Resource Management
    • Added Weekly granularity in the context of UMT360 Resources, UMT360 My Resource Plans and UMT360 My Resources web parts
    • Improved performance in the Add Resources popup from the UMT360 Resources, UMT360 My Resource Plans and UMT360 My Resources web parts
    • Added the ability to automatically remove resources from Build Team when they are no longer included in the UMT360 Resource Plans, when those resources do not have a task assignment in the Project Plan
    • Added Email Address field in Create Resource popup from Resource Pool administration page
    • The value limit for Full Time Equivalent (FTE) has been removed
    • Fixed Values have been changed in another session error displayed in UMT360 Resources web part upon publishing the Project while using UMT360 Resources Edit Values only through Project Synchronization and Automatically Update Values on Project Plan Publish
    • The order of the Resource Dimensions in the Displayed Resource Dimensions field is persisted in the web part editor
    • The Apply button is now functional in the UMT360 Resources web part editor o Values are properly updated in UMT360 Resources web part when using Project Plan Integration and reassigning an assignment to a resource which is synchronized from Project
    • Fixed issue with Fields Update queue job getting stuck in a sleeping state whenever a new resources was added to the UMT360 Resource Plan while using Field Mappings
  • Roadmap and Milestone Management
    • Added a new Synchronized column to the Milestones OData view
    • Date Range Settings from Portfolio Roadmap Timeline Views are now persisted o The Entity bars are now properly adjusted in Roadmaps when using intrinsic Project fields to capture their Start and End Dates
    • Fixed issue with read-only Date Fields being editable in Milestones on certain browsers
    • The Project Summary Task is no longer synchronized with the UMT360 Milestones web part when the Project Schedule contains only milestone tasks
  • Other
    • The Global Options administration page has been redesigned with a more user friendly UI
    • Added Start Date and End Date fields to the Entities OData view
    • Fixed issue with UMT360 Queue processes being fired for entities which no longer exist in Project
    • Calculated SharePoint columns are now supported in the UMT360 Entity Details web part
    • The web part order from Project Detail Pages and UMT360 Forms is now persisted after upgrading to the latest UMT360 Version
    • Sync Provider Assignments and Synchronize Entity Information to the Reporting Database queue jobs are no longer started for projects that don’t exist in Project anymore
    • The Synchronize Entities dialog from the Manage Entity Type Settings administration page is filtered to show only Projects that are not created in UMT360 

Visit the UMT360 Product Version History page for version details. Customers and Partners can download CU12 via the online portals on www.umt360.com.