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360 Portfolio Insights v6.6 – Product Update 6

We’re pleased to announce the availability of 360 Portfolio Insights v6.6 – Product Update 6 (PU6). 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 extend the End Date of existing strategic objectives
  • Roadmap Manager
    • Added the ability to format milestones in Timeline roadmaps with custom shapes and colors based on milestone custom field values.
    • Added the ability to manage relationships between multiple entity types in a single UMT360 Relationships web part
    • Added the ability for users to filter milestones displayed in the UMT360 Milestones web part
    • Added a new Dependencies view in the UMT360 Milestones web part where milestone dependencies can be tracked
    • Added the ability to capture descriptive information for milestone dependencies in a new Comment field
    • Added the ability to display Milestone custom fields in roadmaps
    • Fixed issue with entities removed from roadmaps being displayed twice when the Show Related Entities is selected, and the filters are cleared
  • Resource Management
    • Added the ability to set the Work Week Start Day, Work Days Per Week and Work Hours per Day for each Capacity Template
    • Added the ability to filter resources from the My Resources page using Resource Name and whether a resource is Generic or not
  • Portfolio Manager
    • Added the ability to create plans without the need to complete the Resource Settings configuration step
    • Added support for Standard fiscal calendars
    • Fixed issue with the timeline axis not being displayed correctly after collapsing all sections in the Plan page
  • Core Financial Capabilities
    • Fixed issue with financial value aggregation when entity relationships are created using the same entity type
    • Fixed issue with removed values being incorrectly displayed on the Change Request Difference View
    • Fixed issue with financial category names that contain “&” not being correctly displayed in the Edit Financial Template dialog
    • Fixed issue with the granularity of snapshotted values from OData views being impacted when changing the Current Year global setting
  • Other
    • Added the ability to set read-only entity fields by workflow stage
    • Added the ability to set required entity fields by workflow stage
    • Added the ability to delete automatic snapshots from the Manage Snapshots administration page
    • Added the ability to group Portfolio Hub views by Entity Type Name
    • Improved the readability of multi-line entity fields in tooltips
    • Added the ability to update the Project Name, Description, and Owner intrinsic fields from Microsoft Project using Data Exchange
    • Fixed issue with Administrators not being able to delete existing users from the Manage Users page
    • Fixed issue with setting read-only surveys on workflow stages
    • Fixed issue with Manage Groups page not working while having an invalid Owner set for an existing group
    • Added a Granularity GUID and Granularity Name in the EntitySettings OData view
    • Added the Microsoft Project intrinsic fields Name, Owner, Description, Workflow Stage and Workflow Phase to the SnapshotCustomFieldValues OData view
  • Programmability
    • Added the ability to programmatically read multiple entity fields at the same time in the definition of workflows
    • Added the ability to programmatically read Snapshot Assignments, Snapshot Assignments Timeline, and Snapshot Assignment Field Values
    • Invalid values can no longer be programmatically set for financial custom fields with option sets or lookup tables
    • Zero values can no longer be programmatically set on resource assignments

Visit the UMT360 Product Version History page for version details. Customers and Partners can download PU6 via the online portals on www.umt360.com.


UMT360 is the leader in strategic portfolio management. Our software is recognized by industry leaders, providing clients with powerful strategic portfolio management capabilities, delivered using a unique and proven approach to break down organizational silos to help you continuously connect, align and orchestrate all investments with strategies. We help clients drive business agility through our unique combination of software and a structured approach to guide the investment in the people, processes and, yes, the tools that can help you break down the barriers standing between you and success. And that’s what UMT360 uniquely delivers.