UMT360 Blog

Blog Posts from the Leader in Enterprise Portfolio Management

Archive for 2020

Gartner advises organizations to adopt Strategic Portfolio Management processes and technology

Written by Ben Chamberlain on September 23rd, 2020 at 9:56 am

A recent Gartner report offers insight into the evolving nature of PPM and the tools that program and portfolio management leaders need to effectively manage all work. This report is especially poignant to those who are tasked with driving digital transformation while also grappling with the associated challenges of managing work across a variety of tools and work styles.

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Release announcement: UMT360 v6.0

Written by admin on July 8th, 2020 at 10:42 am

We’re excited to announce the availability of UMT360 v6.0, a major release supporting SharePoint 2016, 2019 and Project Online. This release includes a set of new features, as well as various enhancements across all product areas. All previously released public updates and private hotfixes are also part of v6.0. We strongly recommend that any 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 release:

  • Major new features:
    • UMT360 Entities and Fields
      • Stand-alone Entity Types (based on SharePoint Lists) are being replaced by UMT360 Entities. New features are available for UMT360 Entities, including configurable Fields with improved UI controls
    • UMT360 Teams
      • Flexible Team definition, supporting partially allocated resources to multiple teams
      • Automatically derive team capacity based on the capacity of each team member
      • Manage work assignments in resource plans using Teams, individual resources or a hybrid between the two
      • Mix and match team assignment and individual Resource assignments for a complete picture of the work being done in your organization
  • Roadmap Manager
    • Added the ability to Group By and Filter By multi-select fields in both Timeline and Boards roadmap types
    • Added the ability to Sort By in Boards roadmaps
    • Made the Summary Field setting optional when defining Board roadmaps
    • Added the ability to resize Board roadmap columnsusing drag-and-drop
    • Added the ability to quickly Show Related Entities in Timeline roadmaps
    • Added the ability to manually select colors when grouping by Choice type fields
    • Enhanced the Search mechanism used in the Entity List pane
    • Groups are now alphabetically ordered in Timeline roadmaps
    • Fixed issue with sorting being reset after changing the position of a group in Timeline roadmaps
  • Portfolio Manager
    • Enhanced the Search mechanism used in the Backlog pane
    • Fixed issue with entities not being displayed in the UI after adding an entity from the Backlog
    • Filtered out Financial Nodes that are not used by Entity Types included in a Plan
    • Improved usability of the Roadmap vertical scroll bar
    • Added CurrentEntityStatus column in ScenarioResourceValuesYearlyTotals OData view
    • The AvailableHours column from the ScenarioResourceAvailabilityYearlyTotals OData view will no longer include Backlog entities
  • Resource Management
    • Fields from the Display Filter dialog are now alphabetically ordered in both UMT360 My Resource Plans and UMT360 My Resources web parts
    • Users are no longer required to perform a Save operation when adding Resources to a resource plan
    • Improved performance when querying AssignmentValues OData view
  • Other
    • Added the ability to define a date range for which time-phased resource information is maintained for reporting purposes
    • Added the ability to change the UMT360 Security Group owner in the Manage Groups administration page
    • Improved the node selection in the Display Filter dialog from all financial web parts
    • Fixed issue with Reporting Entity Changed queue job timing out when “Enforce the use of Allocation Centers” setting was in use
    • Fixed authentication issue when using an extra blank space at the end of the URL
  • Programmability (CSOM interfaces)
    • Added CRUD operations for UMT360 Teams Assignments and Team Assignment Values
    • Added UMT360 Entity Added, UMT360 Entity Updated and UMT360 Entity Deleted Remote Event Handlers
    • Added support to register all UMT360 Event Handlers as Webhooks
    • Fixed minor issues with reading UMT360 Resources via CSOM
    • Fixed issues with existing Financial Custom Fields values not being updated via CSOM

Visit the UMT360 Product Version History page for version details. Customers and Partners can download v6.0 via the online portals on www.umt360.com.

UMT360 v5.16 – Product Update 16

Written by admin on March 16th, 2020 at 9:38 am

We’re pleased to announce the availability of UMT360 v5.16 – Product Update 16 (PU16). 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:

  • Roadmap Manager
    • Portfolio Boards – this release introduces a new type of roadmap (Boards), included with the UMT360 Roadmap Manager
      • Users can build their own portfolio-level Boards along with their Timeline roadmaps, using any type of descriptive data to categorize Buckets (Board columns)
      • Users can format their Boards the way they want using configurable swimlanes, custom colors, and much more
      • Private or shared Boards can be created from scratch without requiring pre-defined templates set up by administrators
      • Users have the ability to rearrange cards using drag-and-drop across the Board; changes are reflected back in the entity records
    • Portfolio Timeline roadmap enhancements:
      • Added the ability to define Key Events such as goals, milestones, decisions or deliverables, which can be used to visually align entities
      • Added the ability to create two levels of grouping
      • Added the ability to manually set colors (pre-defined or custom) for groups and Key Events
      • Added the ability to manually re-order groups using drag-and-drop
      • Added the ability to create Timeline roadmaps that are automatically prepopulated, or blank roadmaps in which users manually include entities
      • Added the ability to manually exclude individual entities from Timeline roadmaps
      • Improved the experience of printing Timeline Roadmaps
  • Portfolio Manager
    • Added the ability to create Plans including only Resource information
    • Enhanced the collapse/expand groups experience by increasing the actionable area
    • Fixed issue with Plans not being created when they were configured with Enterprise Financial Types with special characters in their name
    • User-defined Resource Settings are now persisted
    • Fixed issue with Resource Assignments and their values not being displayed in Scenarios after performing a Refresh Data for an entity
  • Milestone Management
    • External Milestones from Project Plans that are not directly linked to entities are no longer synchronized in the UMT360 Milestones web part and UMT360 Relationship web part
    • Fixed issue with Milestones not being saved after changing the date in specific scenarios
  • Resource Management
    • Filters from the Display Filter section of the UMT360 My Resources web part are no longer case sensitive
    • Added the ability to set the number of digits for Resource Rates using a new Global Option
    • Added the ability to set the grid height in pixels for the UMT360 Resources, My Resources and My Resource Plans web parts
  • Other
    • Added Creation Date column in all the OData Views which store Snapshot values
    • Fixed display issue with the UMT360 Workflow Visualization web part when using Site Workflows
  • Programmability (CSOM interfaces)
    • Fixed issue with reading Snapshots
    • Improved methods for reading Relationships information

Visit the UMT360 Product Version History page for version details. Customers and Partners can download PU16 via the online portals on www.umt360.com.

Migrating from Oracle Primavera to Microsoft Project Online

Written by admin on February 25th, 2020 at 4:01 pm

These days, more and more organizations are looking to make the switch from Oracle Primavera to Microsoft Project Online. This decision can be driven by the need to move to a cloud-based SaaS solution, or simply because the organization wants a better user experience and increased flexibility for managing projects and portfolios.

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UMT360 extends Project for the Web capabilities

Written by admin on February 24th, 2020 at 4:18 pm

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. In this post, we’ll explore how you can quickly add the robust portfolio management capabilities needed to help you accelerate business transformation.

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