UMT360 Blog

Blog Posts from the Leader in Enterprise Portfolio Management

Archive for the ‘Product Information’ Category

Using Power Automate 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.

Building reports and dashboards with Project for the web

Written by admin on October 28th, 2019 at 1:07 pm

Strategy Execution

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.

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UMT360 v5.14 – Product Update 14

Written by admin on September 26th, 2019 at 8:22 am

We’re pleased to announce the availability of UMT360 v5.14 – Product Update 14 (PU14). 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.

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

  • Portfolio Manager
    • Added the ability to enforce Milestone Dependencies
    • Added the ability to display Entity Details
    • Added the ability to Refresh Data for individual entities
    • Added the ability to group, sort, color and filter UMT360 stand-alone entities in the Portfolio Roadmap
    • Added the ability to filter Resources by Fields with Lookup Tables
    • Added filtering capabilities to show only related Entities
    • Included queue process notification in the UI
    • Availability is now highlighted in red in the Resources section when a resource’s Full Time Equivalent is set to zero
    • The Budget Utilization metric is now updated when an entity is dropped from the Portfolio Roadmap
    • The available Entity Types are now sorted alphabetically in the Create Plan Configuration wizard
    • The available Roadmap Fields are now filtered in the Create Plan Configuration wizard based on the selected Entity Types
    • Fixed persistence issues with Cut-off and Target values
  • Resource Management
    • Availability Resource Dimension values now roll-up to the user selected group level in the My Resources web-part
    • Availability is updated on the fly when values are added to the Committed Resource Dimension in the UMT360 Resources web part and the UMT360 My Resource Plans web part
    • Snapshot Assignment Field values and Snapshot Resource Field values with Default value are now available in SnapshotAssignmentFieldValues and SnapshotResourceFieldValues OData Views
  • Roadmap and Milestone Management
    • Added the ability to create UMT360 Fields of type Milestone and display them in UMT360 Milestones web part
    • Added the ability to include UMT360 Milestone Fields in Snapshots
    • Added the ability to report on UMT360 Milestone Fields using OData
    • Added the ability to integrate Schedule Task Field values with UMT360 Milestone Fields
  • Core Financial Capabilities
    • The End Date of the last Actuals period takes into account the End Date of the Entity timeline
    • Values added in financial grids after a Snapshot is created are now displayed under Review Snapshot when Display Value is set to Difference
    • Fixed issue with values not being captured for the entire timeline when using Custom Granularity and the Entity timeline is increased
    • Fixed performance issue when saving Forecast values while using Enforce the use of allocation centers while having large number of projects, Financial Nodes and Allocation Centers
  • JIRA Connector
    • Added the ability to view and remove mappings between Jira and Project entities
  • Other
    • Fixed Reporting: Update Entity Type queue job error which occurred when changing the settings of an Entity Type configured with List Container Type
    • Fixed Update Entity queue job error when adding a second Enterprise Financial Type to a Global Template and pushing the settings
    • Improved performance of UMT360 OData Views by adding pagination mechanism
    • Fixed Remote Resources Update queue job error and improved performance when bulk editing resources in Project Online Resource Center
  • Programmability (CSOM interfaces)
    • Added new collections: FinancialBreakdowns, FinancialBreakdownTemplates, SurveyScoringTemplates
    • Improved performance and fixes for the following collections and objects: Milestones, FinancialTypes, FinancialNodes, FinancialDimensions, AllocationCenters

Visit the UMT360 Product Version History page for version details. Customers and Partners can download PU14 via the online portals on www.umt360.com.

UMT360 v5.13 – Product Update 13

Written by admin on May 31st, 2019 at 7:46 am

We’re pleased to announce the availability of UMT360 v5.13 – Product Update 13 (PU13). 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.

UMT360 v5.13 adds support for the Office365 Modern Authentication method when integrating with Project Online, in addition to the existing Legacy Authentication option. Modern Authentication offers more secure user authentication and authorization. We will continue to support both Legacy and Modern authentication going forward.

IMPORTANT NOTE: If your organization is using Project Online, you are required to complete a one-time configuration change to mappings between Project Online Project Detail Pages and UMT360 Forms.  Please see below for an overview of the configuration changes that need to be applied to each UMT360 instance. Additional information is included with the user documentation available for download through the Customer Portal

  • Step 1: Go to UMT360 Settings – Manage UMT360 Form Mappings admin page and re-create the mappings between Project Online PDPs and UMT360 Forms
  • Step 2: Go to Project Online and add a Content Editor web part to each PDP that does not require a mapping with UMT360 Forms
  • Step 3: Link each Content Editor web part to the UMT360FormMappings.js file located in the UMT360 Connector folder from the Project Online site (for example: /sites/pwa/UMT360 Connector/UMT360FormMappings.js)

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

  • Portfolio Manager
    • Added the ability to create and manage multiple Plans and Scenarios
    • Added the ability to create private or shared Plans
    • Added the ability to report on Plan and Scenario data using OData
    • Added the ability to filter which Resources are included in new Plans based on Resource Fields and/or whether or not they have existing assignments
    • Added the ability to use custom Enterprise Financial Types
    • Fixed issue when filtering entities using List Columns
    • Fixed issue with entities not being added to the Plan when their timelines partially intersect the Plan Range
    • Fixed issue that prevents the creation/update of a Plan when a resource field with lookup table that has no assignment values is used as the Default Summary Field
  • Core Financial Capabilities
    • Added the ability to manage financial plans using custom financial sub-categories on an entity by entity basis
    • The “Saving…” message is displayed in UMT360 Financial web parts only when corresponding processes occur in the background
  • Resource Management
    • Improved performance and usability for Weeks granularity in the context of UMT360 Resources, My Resource Plans and My Resources web parts
    • Fields added to UMT360 Resources web-parts are now automatically displayed in the web-part
    • Introduced the ability to choose whether inactive Resources are synchronized with the UMT360 Resource Pool
    • Improved Search performance in the Add Resources popup from the UMT360 Resources web part
    • Improved the user experience when the UMT360 Resources grid is loading or Queue jobs are being processed in the background
    • Fixed issue with UMT360 Resources being deleted from the Resource Pool if they cannot be read from Project
    • Fixed reporting data inconsistencies when a Reassign action is performed in the UMT360 Resources web-part
    • Fixed issue with Email Addresses not being saved when they begin with upper case letters
    • Fixed an error which occurred when changing the Start Date of the recurrent Resource Synchronization process, while having a different locale than US
    • Fixed an error which occurred in UMT360 Financial and Resources grids when refreshing/reloading the page, while using the latest version of Chrome or Edge (chromium)
    • Fixed an issue with UMT360 OData feeds failing to refresh in Power BI while using Weeks as the lowest granularity
  • JIRA Connector
    • Introduced new option which determines if the Project Lead/Project Owner field is updated in Jira/Project
  • Other
    • Added support for Office365 Modern Authentication as an alternative to SharePoint Online Credentials Authentication
    • Lookup table values are now displayed instead of GUIDs in multiple OData Views
    • Draft surveys can now be identified in the [OData].[SurveyUserAnswers] view using a new column called IsDraft
    • Reporting Entity Changed queue job is no longer fired for entities which are not yet created in the UMT360 Database
    • Introduced a new User Name column in the UMT360 Queue admin page
    • Fixed issue with Field Dependencies not being created on browsers other that Chrome

Visit the UMT360 Product Version History page for version details. Customers and Partners can download CU13 via the online portals on www.umt360.com.