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Archive for the ‘Project Essentials’ tag

Cumulative Update 3 (CU3) for UMT Project Essentials 2012

Written by Ben Chamberlain on August 31st, 2013 at 1:31 pm

We are pleased to announce the release of the UMT Project Essentials 2012 Cumulative Update 3 (CU3). This includes a number of fixes, therefore UMT strongly recommends that you test this in a test environment based on your production environment before putting this fix live in production.

Here’s the list of fixes and improvements included:

  • Administration
    • The Queue Details page now correctly displays details about affected items for standard update operations
    • Addressed issues with the Financial Structure definition page around renaming or moving Financial Nodes
    • Added a new Global Setting labeled Persist display settings that can be used to turn off the end-user persistence of the last used Granularity and Detail Level
  • Schedule and Resource Plan integration
    • Addressed issues with synchronizing Resource Plan information for durations greater than 9 years
    • Improved reliability of the synchronization algorithms for Forecast when removing values from the last period in the Resource Plan
    • Updated synchronization functions to correctly account for generic resources of type Cost
    • Significant usability improvements in reducing the number of steps required for synchronizing Project Plan data to the financial structure by adding a Use Global Mappings checkbox. If Use Global Mappings is checked, the latest financial node and allocation center global mappings will be used in the synchronization process. If the setting is unchecked, custom mappings can be defined for each resource assignment. In case the global or custom mappings change, values will be updated after the next synchronization
  • API and Programmability
    • Improved parameter validation for the UpdateValues method
    • Updated WSDLs to include the ReadPeriodList method
  • Reporting
    • Data for Custom Snapshots is now included in the Reporting database
    • Updated the name of custom Change Requests from Manually Created Change Request to the actual name
  • Data Import
    • Improved reliability by skipping invalid projects (deleted from the Draft database but available in the Published database) and continuing with the remaining projects rather than failing the entire import session
    • Fixed issue with end date for a project being incorrectly set via data import to the previous day
  • Upgrade
    • Addressed issues with mapped date Custom Fields showing a timestamp (hh:mm) after upgrade to UMT Project Essentials 2012
    • Improved validation for rows not matching the column headers, and set default qualifier to double-quotes (“)
  • Performance and Reliability
    • Improved performance for Reporting Database updates when lookup tables are changed, by processing only the affected projects and currencies
    • Significantly improved performance and responsiveness for scenarios where a Cost Node is deleted on a site with a large number of projects and significant volumes of financial information
    • Improved reliability of mapping Relationships to Lookup Tables when using the Bulk Import solution starter or the Delete Enterprise Projects functionality
    • Resolved timeout issue when using the Close and Create Financial Status Periods page with large numbers of projects
    • Addressed error on deleting a Node from and Enterprise Financial Type when no financial Start and End dates were defined
    • Resolved memory leaks when using the Actuals web part with Budget fields visible
    • Addressed reliability issues with Queue items getting stuck when specific jobs are running for more than 60 minutes
    • Addressed issues with empty periods (null) not being overwritten when using the Copy Actuals To Forecast transition
    • Improved reliability of the Retry action for long-running in-progress and completed Queue items
    • Significantly improved performance and reliability for the item swapper control
    • Addressed performance issue when building a reporting cube on an instance with a large number of users defined
    • Addressed reliability issues when bulk-restarting workflows for a large number of projects
    • Addressed reliability issues with deleting cost centers while a Cost Center Template Update Queue job is waiting or running
  • Other
    • Fixed errors on updating Custom Field mappings and Relationships when users didn’t have the Manage Enterprise Custom Fields permission. The permission is no longer required for these operations
    • Addressed issue with individual accounts not being visible as Change Request approvers if the current user did not have the Manage User and Groups permission
    • Improved usability on creating a Change Request by no longer closing the dialog on Save and allowing for a 1-step submission
    • Addressed issue on importing settings for Enterprise Financial Types
    • Added an explicit strong warning when changing the Calendar Type under Global Options
    • Values for some nodes from past or read-only financial periods are no longer overwritten with null when values are added to specific cost levels for editable periods
    • Project Names are no longer trimmed to 50 characters for reporting (kept at 255 characters)
    • Export to Excel no longer fails for projects with long names (more than 50 characters)
    • Improved end-user messages when the financial timeline is changed for a project in execution, including steps for addressing the issue
    • Fixed issue with financial data aggregation when names of projects used in the aggregation included commas (,)

To download, visit www.umt360 and log into the partner/customer portal.

Visit the version history page for version details.

Release Announcement: UMT 360

Written by Alexandra Schiopu on August 6th, 2013 at 11:38 pm

We’re thrilled to announce the Release to Manufacturing (RTM) and General Availability (GA) of UMT 360, the latest iteration of our flagship product offering.

UMT 360 is the culmination of 5+ years of development that saw UMT’s product offering evolving from a financial add-on to Project Server (UMT Project Financial Server), to a comprehensive financial governance solution (UMT Project Essentials) and, today, to what Gartner considers a visionary and leading-edge IT Portfolio Management platform. UMT 360 provides leading Integrated Portfolio Management solutions to help companies gain financial transparency and improve investment decisions across their projects, products and asset portfolios. Existing customers can gain even more value from their Microsoft SharePoint and Project Server platform investments.

UMT 360 is unprecedented in its scope, breadth and engineering approach and it fully supports both Project Server (and SharePoint) 2010 and 2013.

Powerful solutions can be delivered using the UMT 360 platforms. When looking at UMT’s best in class Enterprise Project Portfolio Management offerings, the 360 release supports:

  • Standardizing financial controls & unifying disparate data
  • Improving budgeting & streamlining funding approvals
  • Tracking cost performance & managing change requests
  • Driving transparency & taking corrective action
  • Measuring results and driving improvements

UMT 360 also empowers leading Integrated IT Portfolio Management solutions with a focus on:

  • Connecting domains and managing one IT portfolio
  • Controlling 100% of IT budget & spend
  • Analyzing, collaborating & driving fact-based decisions
  • Communicating & executing transformation roadmaps
  • Measuring performance & taking corrective action

RTM is just a first milestone in a long and exciting journey. At this time we are providing a rich set of technical documentation, marketing and sales collaterals via the Customer and Partner Portals. A new, significantly improved Virtual Demo Image will be available for local installation and hosted over the next couple of weeks.

Visit the version history page for version details.

Cumulative Update 9 (CU9) for UMT Project Essentials 2010

Written by Ben Chamberlain on April 18th, 2013 at 1:36 pm

Here’s the list of fixes and improvements included:

  • Schedule and Resource Plan integration
    • Values for deleted tasks are correctly removed on publish. Note: project schedules have to be republished before delete tasks for changes to be correctly tracked
    • Addressed issues with mappings for Cost Nodes and Cost Centers being lost on Schedule Publish
    • Added new Global Setting to control integration with Schedules and Resource Plans
      • Overwrite Synchronized Financial Values: Choose whether the financial nodes that are mapped to the Project Plan or Resource Plan will lose their values once the  mappings are removed, or if their values will be maintained
  • Data Import
    • Resolved Data Import issues with refreshing a large number of projects (500+)
  • Infrastructure
    • Addressed issues introduced by CU8 on provisioning new UMT Project Essentials sites

Cumulative Update 2 (CU2) for UMT Project Essentials 2012

Written by Ben Chamberlain on March 26th, 2013 at 1:39 pm

Here’s the list of fixes and improvements included:

  • Performance and reliability
    • Addressed issues with updates to a lookup table generating a large number of Reporting Updates jobs on the Queue which would impact overall system performance
    • Significantly reduced storage needs for the Queue and Audit SQL tables (cmQueuedItems and cmOperationsLog)
  • Schedule and Resource Plan integration
    • Added new Global Setting called Project Plan Synchronization Mode that can be used for specifying whether data imported from the Project Plan will be synchronized based on the overall time phased cost of each task, or the time phased cost of each resource assignment for each task
    • Added new Global Setting called Synchronize Fixed Cost that can be used for specifying whether the fixed cost of each task will be mapped to the UMT Project Essentials financials structures or not
  • API and programmability
    • Added more parameters to the ReadWebPartProperties event: project identifier, Project Detail Page (PDP) identifier, web part identifier, user identifier

Cumulative Update 1 (CU1) for UMT Project Essentials 2012

Written by Ben Chamberlain on February 8th, 2013 at 1:40 pm

Here’s the list of fixes and improvements included:

  • Financials
    • Fixed data refresh issues for higher-level Unallocated values when data is entered at a lower detailed level
    • Fixed data refresh issues for aggregation of data to higher levels
    • Eliminated restrictions around using Financial Dimension copy when the project is in execution and values are synchronized with the schedule
    • Fixed issue with values being editable under the Total node when “Edit values for the Project only at Cost Center Level” option is checked and cost centers are removed from current view
    • Addressed issues with timeline not being correctly refreshed when the linked custom fields are updated via Project Professional
    • Changed behavior for Financial Custom Fields to be editable for the Forecast and Actuals web parts when a project is in execution
  • Performance and reliability
    • Improved startup time and reliability of the Queue service on resource-starved servers
    • Addressed reliability issues with using Data Import for updating information for a large number of projects in one session
  • API and programmability
    • Addressed issues with updating two or more exchange rates at a time via the UpdateExchangeRates method
    • Fixed error returned by the ReadTreeTemplate method with the IncludeStructure parameter set to false
    • Fixed error returned by the CreateSnapshot method when using Financial Custom Fields and snapshot templates
    • Added a Financial Custom Field changed flag (FCFValuesAreDirty) to the ChangeRequest dataset
    • Changed visibility of the TimePeriod class and constructors to public to improve time period operations
    • Added two new events:
      • OnReadWebPartProperties: triggered every time a financial web part is loaded
      • OnSavingWebPartProperties: triggered every time a financial web part is unloaded (after save or on page refresh), if any web part property is changed
  • Other
    • Globalization: addressed issue with Cost Categories disappearing from the Financial Type mappings when the locale is changed
    • Renamed the UMT Project Essentials 2012 Workflow Viewer web part to Workflow Viewer
    • The Workflow Viewer web part can now be added to projects without a workflow, or in the context of a project site
    • Addressed issues with lookup tables not being updated when creating projects based on Enterprise Project Types that have a Project Plan template assigned
    • Added granular permissions for Financial Dimension copy operations: Copy Financial Dimension, Copy from Forecast to Budget for Future Periods, Copy from Actuals to Budget for Past Periods, Copy Actuals to Forecast
    • Addressed issues with exporting data to Excel for projects with long names

UMT Project Essentials 2012 Service Pack 1 (SP1)

Written by Ben Chamberlain on November 5th, 2012 at 1:43 pm

We’re thrilled to announce the public availability of UMT Project Essentials Service Pack 1! SP1 includes significant performance, scalability and usability fixes across the product and is distributed as one package than can be used for both for new installations and upgrades from UMT Project Essentials 2010, as well as a patch that can be installed on top of UMT Project Essentials 2012 RTM or newer. SP1 includes the applicable fixes addressed by UMT Project Essentials 2010 CUs, up to CU8.

Here’s a summary of some of the changes to the end user experience introduced with SP1:

  • New features
    • Financial Custom Fields provide the ability to add custom columns (numeric, cost, text etc.) to the financial grids. This feature can be leveraged to enable a number of new scenarios. Simple example: adding a Comments column
    • Added the ability to Import and Export UMT Project Essentials 2012 Settings (similar to the Project Server Playbooks solution). This can be used for migrating environments and change management, backup/restore, and configuration documentation
  • Usability
    • Added the ability to copy Cost Center Templates
    • Labels for out-of-the box fields such as Name, Type, Department can now be customized per Enterprise Project Type (EPT)
    • Added the ability to dynamically filter out levels in the financial structure using the View Ribbon option. Setting cost center level allocation percentages has been moved under the Allocations Ribbon option
    • New global setting for defining a custom label that will be displayed for yearly granularities when fiscal calendars are used. Example: using ‘FY’ as the label will result in ‘FY2012’ being displayed instead of the default ‘2012’
    • Added the ability to deactivate workflow approval notifications by using the SuppressTaskNotifications flag (“Do not send tasks notifications”)
    • Added the option to select/override workflow stage Approvers in the Project Settings web part (this functionality exists in UMT Project Essentials 2010).
  • Project Server integration
    • Fixed issues with distributions of cost values by months being different in Project Pro and UMT Project Essential
    • Values are now updated correctly when proposed resources should not be synchronized
  • API and extensibility
    • New public method: GranularityReadPeriodsList
    • New event – OnBeforeApproval. This event can be used for extending the StageEnter method to programmatically overwrite approvers
    • New public methods: GetNumberOfWorkingDays and GetAvailableTimelineTranslations
    • Added the GranularityReadPeriodsList method to the Granularity Service Reference
    • Re-added method for updating the financial timeline (this method exists in UMT Project Essentials 2010)
    • The Project Essentials Settings page (FinancialCenter.aspx) is now extensible to provide a central hub for platform customizations
  • Setup, deployment and licensing
    • The workflow visualization web part can now be used in the Project Site, in addition to the Workflow Status page
    • Data serialized in the cmQueuedItems and cmOperationLog tables is now compressed to significantly reduce database grow over time
    • The UMT Project Essentials 2012 installer can be launched in silent mode
    • Addressed issues with UMT Project Essentials 2012 provisioning when using SQL Server 2005
    • Addressed issues on importing license activation information
    • The exported license file now includes partial Product Key information

Cumulative Update 8 (CU8) for UMT Project Essentials 2010

Written by Ben Chamberlain on October 1st, 2012 at 1:44 pm

Here’s the list of fixes and improvements included:

  • Performance
    • Reduced number of Update Custom Field queue transactions when updating financial values
    • Improved reliability of Update Custom Field queue jobs by waiting for the Project Server queue to complete jobs related to the current project
    • Significant performance improvements on scanning a large number of projects when using Data Import
    • Significant performance improvements on using the Settings for Project page
  • Cube
    • Custom field values are now correctly updated in the Cube when lookup tables are changed
  • Workflow
    • Added new tokens that can be used for building URLs in email notifications when alternate mappings are used
    • Approval tasks are no longer created for inactive users when submitting a stage that requires approval and is not integrated with the financial capabilities
  • Data Import
    • The Year dropdown selection is no longer used when the import period is Entire Project
    • Fixed Description for the Destination field in the first import step
    • Addressed issues with errors being logged when importing empty cells
    • Visual improvements to the financial node and cost center selection dialogs
    • Addressed issues with projects not being correctly identified when using a custom field of type number with values greater than 1000 as the unique identifier
  • Other
    • Fixed issue with Time Frame being set to NOT FOUND when upgrading from CU6 to CU7
    • Addressed error when changing granularity from Entire Project to Months with the start of end date being on a non-working day
    • Addressed issues with the financial timeline save for projects without a Financial Template assigned
    • Correctly update mapped custom field values when the timeline is changed and values are redistributed