We’re pleased to announce the availability of 360 Portfolio Insights v6.8 – Product Update 8 (PU8). 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.

UPCOMING CHANGES: Starting with 360 Portfolio Insights v6.9 – Product Update 9 (PU9), ‘SharePoint Connected Entity Types’ will no longer be supported in 360 Portfolio Insights, and will be superseded by ‘UMT360 Entity Types’. As a prerequisite to deploying v6.9, customers should replace ‘SharePoint Connected Entity Types’ with ‘UMT360 Entity Types’. Currently, 360 Portfolio Insights v6.9 – Product Update 9 (PU9) is scheduled for release in Q1 2023 (subject to change).

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

• Strategy Hub
  • Added the ability to decompose strategy by assigning strategic objectives to Strategy Levels and selecting the right Parent Strategic Objective
  • Added the ability to drive the progress of strategic objectives based on their lower level child strategic objectives or based on their associated metrics
  • Added option to select a Parent Metric for metrics that are associated to lower level strategic objectives
  • Added the ability to display the full hierarchy of strategic objectives by grouping the Strategic Objectives view using the Strategy Hierarchy option
  • Added the following columns to the StrategicObjectives OData view: ParentStrategicObjectiveGUID, ParentStrategicObjectiveName, LevelGUID, LevelName, DriveProgressFromChildren
  • Added the following columns to the Metrics OData view: ParentMetricGUID, ParentMetricName
  • Added the ParentMetric column to the SnapshotMetrics OData view
  • Added the ability to change the Input Type setting for existing metrics
  • Added the ability to extend the End Date of existing strategic objectives

• Roadmap Manager
  • Added the ability to change the order of intrinsic milestone fields from the list displayed in the Milestones view
  • Added the ability to globally define custom labels for the Planned, Active and Completed milestone statuses
  • Added the ability to globally define custom labels for Planned Date and Actual Date milestone attributes
  • Added a dedicated section for Milestone Settings in the Global Options administration page
  • Added a contextual description to the milestone dependencies Comment field
  • Fixed issue with not being able to scroll horizontally in the Milestones web part
  • Fixed issue with users whose names contain apostrophes not being able to access Roadmap Manager
  • Fixed issue with not being able to uncheck the Aggregate financial data option for existing relationships

• Resource Management
  • Added the ability to separate resource Base Capacity from Net Capacity:
    • By default, Net Capacity will be equal Base Capacity
    • Net Capacity can differ from Base Capacity when the Use ‘Max Units’ to compute Net Capacity setting is selected in the new Max Units Settings global option
    • Full Time Equivalent work unit values will be calculated using each resource’s Base Capacity
    • Availability values will be calculated using the resource’s Net Capacity
    • Two new OData views have been created to reference Net Capacity in reports: ResourcesNetCapacityView and ResourcesNetCapacityViewWeekly
    • Several labels and descriptions from administration pages have been updated to reflect the new Base Capacity and Net Capacity terms
  • Added the ability to include Summary Cards in the UMT360 Resources web part, displaying aggregate information about an entity’s resource plan values
  • New option added to the My Resources web part that hides Inactive resources from the Resources section in the Display Filter dialog
  • Added the ability to include the Email Address resource field to the resource plan grid
  • Fixed issue with selected resource plans being removed from the Display Filter dialog in the My Resource Plans web part, if they no longer match the defined filtering criteria
  • Fixed issue with the values of text resource assignment fields that allow multiple selections not being displayed in snapshots

• Portfolio Manager
  • Fixed issue with the Refresh Plan Data action not updating the latest resource pool information
  • Fixed issue with resources not being alphabetically ordered in the Resources section from the Plan page
  • Fixed scaling issues with the Roadmap, Resources and Financials section when resizing the browser window

• Core Financial Capabilities
  • Added the ability to include Summary Cards in all financial web parts, displaying aggregate information about an entity’s financial values and their variance
  • Fixed issue with having an incorrect hyperlink included in change request approval email notifications

• Other
  • Added the ability to inherit global permissions or manage custom permissions per security group at the Entity Type level
  • Added the ability to inherit entity type permissions or manage custom permissions per user or security group at the Entity level
  • Improved UI/UX for creating and editing security groups and permission templates in the Manage Groups and Manage Templates administration pages
  • Improved UI/UX for managing entity-level access and permissions in the Entity Access dialog
  • Fixed issue with required entity fields not being highlighted with a red asterisk in the Entity Details web part
  • Fixed issue with entity field descriptions not being formatted correctly in the Entity Details web part
  • Included the Security Group column in the Manage Users administration page
  • Fixed issue with the formatting of the Last Connection column values when exporting the contents of the Manage CALs page to Microsoft Excel
  • Fixed issue with adding users whose Login Names contain apostrophes
  • Fixed issue with Fist Name and Last Name not being populated correctly when adding individual users in UMT360 Settings – Manage Users admin page
  • General queue job processing performance improvements
  • Fixed display issue when highlighting hierarchical option set values in Entity Fields
  • Enabled the use of “.” (period) character in the definition of Option Set values
  • Fixed issue with hierarchical option set fields allowing parent values to be selected when the Only allow codes with no subordinate values options is enabled
  • Fixed random occurrences when entity names are saved as null
  • Fixed issue with Security Group synchronization with SharePoint groups sometimes failing
  • Increase the limit for Workflow Stage names to 255 characters
  • Fixed issue with the filtering component of the Workflow Stage column from Portfolio Hub views not displaying its available values in alphabetical order
  • Fixed issue with trying to download a log file after running an import in Data Exchange
  • Fixed issue with Cost entity field values not being displayed properly in OData views
  • Fixed issue with Sync Project Resources queue jobs being created even when there are other jobs of the same type already waiting to be processed
  • Fixed issue with Sync Entity Field Values with Providers queue jobs remaining in a Running state indefinitely

• Programmability
  • Added support for CRUD operations for Option Sets
  • Added a new ModifiedDate column in all OData views that include resource Assignment Values
  • Fixed issue with being unable to programmatically read Financial Breakdowns
  • Fixed issue with financial categories not being correctly assigned when creating Financial Breakdowns using a template
  • Added the ability to programmatically create Financial Breakdowns with specific fields and cost categories
  • Fixed issue with not being able to programmatically read resource assignments from snapshots, if they no longer exist in the resource plan
  • Added the ability to programmatically read milestone Variance values
  • Fixed issue with not being able to programmatically answer survey questions that are created with scoring templates
  • Fixed issue with not being able to programmatically add or update values in Rich-Text Entity Fields
  • Added financial breakdown values manager class for easy access to breakdown values operations

Visit the UMT360 Product Version History page for version details. Customers and Partners can download Version 6.8 (PU8) via the online portals on www.umt360.com.