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Archive for the ‘Product Information’ Category

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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UMT360 Support Matrix Update

Written by admin on November 8th, 2019 at 10:35 am

This blog post details upcoming changes to the UMT360 software support matrix:

End of Support for Microsoft Internet Explorer 10 (IE10)

In 2015 Microsoft released Edge as the flagship browser that will support modern web technologies and over time replace Internet Explorer (IE). Since then, IE has not received major updates, and has not kept pace with modern web standards required by today’s web applications. Earlier this year, Microsoft discouraged the use of Internet Explorer as a default browser.

To allow us to continue to take advantage of modern web standards and deliver improved features and the best possible user experience across all of our products, we have decided to end support for IE10. We will continue supporting Internet Explorer 11.

What does end of support for IE10 mean?

End of support means we will not fix bugs that are specific to IE10, and new features might not be fully compatible with this browser version.

When is this happening?

We will no longer provide support for IE10 starting on January 1st, 2020.

What this means for you

In preparation for the end of support dates, we recommend switching to one of our supported browsers, such as Microsoft Edge, Google Chrome, Microsoft IE 11 or Mozilla Firefox.

End of Mainstream Support for Microsoft SharePoint 2013

Microsoft’s mainstream support for SharePoint 2013 Service Pack 1 ended on April 10, 2018. In order for us to continue to provide our customers with the best possible capabilities in UMT360, we have decided to end mainstream support for UMT360 for SharePoint 2013 starting with the next major version of UMT360.

What does end of mainstream support for UMT360 for SharePoint 2013 mean?

New features and enhancements will no longer be released for customers running UMT360 for SharePoint 2013. Specific product fixes will continue to be released for UMT360 for SharePoint 2013, as needed, to address critical issues.

What this means for you?

If you are a customer that runs UMT360 for SharePoint 2013 and want to continue using the current capabilities of UMT360 going forward, we are committed to continue providing you with support. However, in order to receive new features, enhancements and new capabilities at a fast pace going forward, you have the following options:

  • Migrate to UMT360 Online and benefit from our ever-green version (updated automatically on a regular basis)You
  • Upgrade to SharePoint 2016 or SharePoint 2019, both being supported versions by UMT360 When is this happening? Mainstream support for UMT360 for SharePoint 2013 will end once the next major version of UMT360 (Version 6 – v6) will be released. General availability of UMT360 v6 is projected for April 2020. Thank you for continuing to be a valued UMT360 customer. Feel free to reach out to us if you would like additional details around migrating to UMT360 Online or if you require help upgrading your SharePoint 2013 platform to a newer version.

When is this happening?

Mainstream support for UMT360 for SharePoint 2013 will end once the next major version of UMT360 (Version 6 – v6) will be released. General availability of UMT360 v6 is projected for April 2020.

Thank you for continuing to be a valued UMT360 customer. Feel free to reach out to us if you would like additional details around migrating to UMT360 Online or if you require help upgrading your SharePoint 2013 platform to a newer version.