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Archive for the ‘Product Information’ Category

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.

Using Microsoft Teams collaboration capabilities with UMT360

Written by admin on December 12th, 2019 at 9:38 am

Many organizations are in the process of moving from Skype to Microsoft Teams. In addition to providing the ability to message and call team members, Microsoft Teams also provides great team collaboration capabilities. Let’s take a look at how to leverage those capabilities in conjunction with UMT360.

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UMT360 v5.15 – Product Update 15

Written by admin on November 21st, 2019 at 11:02 am

We’re pleased to announce the availability of UMT360 v5.15 – Product Update 15 (PU15). 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 – this release includes a major revamping of the UMT360 Roadmap Manager capabilities, introducing a brand new way of managing portfolio-level Timeline roadmaps
    • Users can take control of building their own roadmaps, while continuing to benefit from all existing capabilities in UMT360 that they have come to know and love
    • Improved, modern UI/UX enables users to quickly navigate and format their roadmaps the way they want
    • Private or shared Roadmaps can be created from scratch without requiring pre-defined templates set up by administrators
  • Portfolio Manager
    • Added the ability to clear all user-defined contextual filters at once
    • Added the ability to increase the values domain in Bar Chart views when increasing the Cut-Off/Target values
    • User-defined settings are now persisted for each Scenario defined
    • Fixed issue with financial values when entities are managed using different currencies
    • The ROI and Resource Utilization metrics no longer take into account values from entities that fall outside the Plan Range
    • Fixed issue with Payback when entities included in the Plan have no cost and benefit values
    • Fixed persistence issue with user-defined entity order in the Roadmap
    • Fixed issue with backlog entities not being added to the Roadmap when they have no resource, cost or benefit values that fall within the Plan Range
  • Milestone Management
    • Added the ability to automatically enable/disable milestone synchronization with the schedule when transitioning through workflow stages
    • Included a new option called Maintain Synchronized Milestones. When enabled, previously synchronized milestones, that are either Active or Completed, will not be removed from the UMT360 Milestone Plan when they are deleted from the schedule
    • Added the ability to use custom Milestone date fields in the Copy Milestone Dates workflow stage transition action
    • Fixed issue with milestones not being displayed in OData views when they were created using a Milestone Template
    • Fixed issue with blank Milestone custom fields not being displayed when reviewing snapshots
  • Core Financial Capabilities
    • Snapshots are no longer affected by changes made to the financial structure of existing Enterprise Financial Types
  • Other
    • Added the Review Snapshots permission which allows users to review existing snapshots without giving them the ability to create snapshots
    • Resolved time-out issue when synchronizing UMT360 Security Groups on instances containing a very large number of SharePoint Groups
    • Increased timeline limits for Financial and Resource Plans to December 31st 2059
    • Improved performance on OData views containing financial values
  • Programmability (CSOM interfaces)
    • Added ResourceRate property to the Resource class
    • Added GetFinancialStructure method to the FinancialEntity class
    • Added Owners property to the Resource class

Visit the UMT360 Product Version History page for version details. Customers and Partners can download PU15 via the online portals on www.umt360.com.

Using Flow to create automated approval workflows in Project

Written by admin on November 15th, 2019 at 3:16 pm

Project for the web is Microsoft’s most recent offering for cloud-based work and project management. It’s built on top of Common Data Service (CDS), which opens a lot of possibilities when working with Microsoft’s new chapter of project management software. One of the scenarios made possible by CDS and the Power platform is building robust workflows, using modern tools and no code.

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