We’re pleased to announce the availability of 360 Portfolio Insights v6.11 – Product Update 11 (PU11). 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.
Here is a list of changes that will be introduced with this update:
Strategy Hub
- Added the ability to dynamically restrict access to strategic objectives and their metrics based on organization units
- Added new Child Metric Level option to the Tracking Level setting. Metrics using child metric level tracking will have their forecast and actuals values automatically rolled-up from their associated child metrics
- Added a new Rollup Tracking Values to Parent Metric setting that controls which metrics will roll up their forecast and actuals values to their selected parent metric
- Added the ability to globally define custom labels for strategic objectives and metrics
- Added the ability to display the full hierarchy of metrics by grouping the Metrics view using the Metric Hierarchy option
- Added the ParentGUID and the RollupTrackingValuesToParent columns to the Metrics OData view
- Fixed issue with being able to create strategic objectives without providing values in the Start Date and End Date fields
Roadmap Manager
- Added the ability to display up to ten (10) entity fields as columns in the Relationships view
- Fixed issue with available values from Enterprise Association fields not updating correctly when renaming an entity
- Fixed issue with more than one queue job being triggered when updating milestones on an entity
Resource Manager
- Added a new ModifiedBy column in all OData views that include resource assignment values
- Improved resource rates accuracy by increasing their number of available decimals to six (6)
- Fixed issue with full values being displayed in the Organization Unit field when added to the Add Resource dialog
- Fixed issue with synchronizing work values from Microsoft Project schedule when the Phase assignment field is configured with a lookup table
- Fixed issue with the AssignmentValues and AssignmentValuesWeekly OData views not being updated when deleting all resource assignments from an entity
- Fixed issue with displaying an unknown error in the Synchronize Resources dialog when reading Azure Active Directory Groups
Portfolio Manager
- Fixed issue with cost, benefits and resource assignment values not updating when re-scheduling entities in portfolio plans
Core Financial Capabilities
- Added a new DeletedFinancialValues OData view which stores previously deleted financial values for the past 60 days
- Fixed issue with summary cards not being displayed while there are no financial values in the grid and a custom currency is set
- Fixed issue with NodeNamePath and NodeGUIDPath columns not being updated for the top-level financial category in the FinancialValues and FinancialValuesLeaves OData views
Other
- Added the ability for administrators to change the entity type of existing entities
- Added a new UserProfiles OData view which contains user information such as their Organization Units, Security Groups, etc.
- Enhanced the way error messages are displayed when queue items fail
- Improved performance when deleting many snapshots using the Manage Snapshots page
- Fixed issue with decimal values being rounded in fields of type Cost when more than two decimal places are configured in Global Options
- Fixed issue with new lines of text captured in rich-text entity fields not being kept into focus
- Fixed issue with reporting values sometimes being out-of-sync for financial custom fields created with Microsoft Project lookup tables
- Fixed issue with custom permissions defined for a security group at the entity type level being applied to users from other security groups
- Fixed issue with unique identifiers being displayed instead of values for financial breakdown fields of type Flag in OData views
- Fixed issue with unique identifiers being displayed instead of values in the Enterprise Financial Type, Allocation Center Mapping and Category Mapping columns from the AssignmentFieldValues, ResourceFieldValues and SnapshotAssignmentFieldValues OData views
- Fixed issue with the Owner field value being removed for default security groups
Programmability
- Added the ability to programmatically create and update survey scoring templates
- Added the ConvertEntitiesEntityType method used to programmatically change the entity type of an existing entity
- Fixed issue with Microsoft Project fields being returned when reading entity fields programmatically
- Fixed issue with values of Planned vs. Committed and Actuals vs. Committed variances not being returned when programmatically reading assignment values
Visit the UMT360 Product Version History page for version details. Customers and Partners can download Version 6.11 (PU11) via the online portals on www.umt360.com.
