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360 Portfolio Insights v6.9 – Product Update 9

We’re pleased to announce the availability of 360 Portfolio Insights v6.9 – Product Update 9 (PU9). 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Starting with v6.9, ‘SharePoint Connected Entity Types’ are no longer supported in 360 Portfolio Insights, and are superseded by ‘UMT360 Entity Types’. As a prerequisite to deploying v6.9, customers should replace ‘SharePoint Connected Entity Types’ with ‘UMT360 Entity Types’.

Here is a list of changes introduced with this update:

  • Strategy Hub
    • Fixed issue with persisted user setting affecting the Strategy Hub views
  • Roadmap Manager
    • Added the ability to update existing milestones directly in the Milestones view grid
    • Fixed issue with setting the cursor by default in the Name field when creating a milestone.
    • Added the VarianceDays column to the Milestones OData view
    • Increased the width of the roadmap selector from Roadmap Manager
  • Resource Management
    • Performance improvements to the Add Resources and Change Assigned Resource dialogs
    • Added the ability to choose which resource fields will be displayed in the Add Resources and Change Assigned Resource dialogs
    • Fixed issue with the Sync Provider Assignments queue job failing when the resource assignment timeline from Microsoft Project does not intersect the resource plan timeline
    • Fixed issue with synchronizing values with a Microsoft Project resource custom field called Resource Cost Center
  • Core Financial Capabilities
    • Added the ability to map entity fields to financial values using each entity’s own currency
    • Added the ability to update Summary Cards according to the selected Display Currency
  • Other
    • Removed support for SharePoint Connected Entity Types
    • Added the ability to check permissions of individual users on Entity Types and Entities from the Manage Users administration page
    • Added the ability to select which Entity Types will be included in bulk snapshots created from the Manage Snapshots administration page
    • Fixed issue with importing case sensitive values in the Owner project field using Data Exchange
    • Fixed issue with displaying Portfolio Hub views after deleting New type forms used by Entity Types from the view
    • Fixed issue with non-hierarchical option set values not having a FullValue populated in the FieldTableValues OData view
    • Increased resource assignment and metric assignment multiline text field maximum length to 1000 characters
    • Fixed issue with entity names being displayed in lowercase when filtering Portfolio Hub views by Parent Entities
    • Fixed issue with updating rich-text entity fields through change requests
    • Fixed issue with option set values containing commas not being evaluated correctly in entity field formulas. Multiselect field values will now be separated using | instead of commas in formula field definitions
    • Fixed issue with partially successful imports being counted towards successfully imported entities in Data Exchange
    • Fixed issue with certain login names not being allowed when adding individual users in the Manage Users administration page
  • Programmability
    • Added the ability to programmatically update financial breakdown field values
    • Added information regarding ModifiedDate when programmatically reading resource assignment values 
    • Fixed issue with not being able to update financial breakdown time-phased values on all financial dimensions
    • Fixed issue with not being able to programmatically update answers for survey questions created with a scoring template

Visit the UMT360 Product Version History page for version details. Customers and Partners can download Version 6.9 (PU9) 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.