UMT360 Blog

Blog Posts from the Leader in Enterprise Portfolio Management

Archive for the ‘SharePoint’ tag

Using Dependencies & Validations for Project Online/Server Fields

Written by Margaret Wallace MPM, MCP, MCTS on October 24th, 2017 at 11:41 am

I was recently teaching a class for UMT360 Administrators, and as I was covering the feature Dependencies and Validations for Project Server Fields, one of my students in the class exclaimed in a eureka moment, “I didn’t know we could do that!” So I thought, maybe others who are not aware of what their UMT360 product can do for them would like to learn about this too!

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Display People Pickers In Project Online

Written by Margaret Wallace MPM, MCP, MCTS on September 22nd, 2017 at 10:36 am

I’ve heard of lots of folks having issues displaying a People Picker in a Project Server web part. Well, good news, there’s a fix that I found recently in this article by James Boman, Use SharePoint people pickers on Project Server or Online PDPs.

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Can A PPM Platform Really Deliver 300% ROI?

Written by Ben Chamberlain on April 12th, 2016 at 8:07 am


A recent Forrester Consulting report commissioned by Microsoft examines the costs and benefits of deploying Office 365 Project and Portfolio Management. The bottom-line? According to Forrester, a typical organization can realize a 301% ROI over three years! That’s a pretty bold claim, so let’s take a look at how they arrived at that figure.

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What’s FedRAMP and why is it important to you?

Written by Hubie Sturtevant on May 4th, 2015 at 8:40 am

If you work in public sector IT, you’ve probably heard of FedRAMP. And if it hasn’t yet made an impact on you or your agency, it soon will. FedRAMP stands for The Federal Risk and Authorization Management Program. It’s essentially a comprehensive framework, established in 2012, that defines what it takes for a company providing cloud products and services to federal agencies to be recognized as a secure provider.

Making it easy for federal agencies

I’m happy to report that UMT360’s Solutions for Microsoft Project Online & Project Server are now available as a FedRAMP Compliant Cloud Service.

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Things Will Be Heating Up At Ignite Next Week!

Written by Hubie Sturtevant on April 29th, 2015 at 10:46 am

Close to 20,000 people will gather in Chicago for Microsoft Ignite during the first week of May. We’re looking forward to seeing everyone there, but we’re particularly interested in connecting with anyone who manages or depends on Microsoft Project Online and Project Server. If that sounds like you, and you’re planning on attending Ignite, please stop by booth # 549 – we’d love to see you! Because not only can we show you how to make Project work harder for you. We also have a fun challenge that could make all your walking of the show floor really pay off!

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Cumulative Update 2 (CU2) for UMT360 for SharePoint 2010

Written by Alexandra Schiopu on January 2nd, 2015 at 1:12 am

Release Announcement – Cumulative Update 2 (CU2) for UMT360 for SharePoint 2010

We are pleased to announce the release of the UMT360 for SharePoint 2010 Cumulative Update 2 (CU2). UMT strongly recommends that you test this in a non-production environment first before applying in production.

  • Core Financial Capabilities
    • Added the ability to map generic resources to default allocation centers
    • Improved behavior for the Maintain Synchronized Financial Values option on persisting values at the allocation centers level
    • Persist financial structure mappings to custom fields when adding or removing financial nodes
    • Addressed issues with the Financial Timeline not being properly saved when the Project Fields web part used for updating the timeline did not include Project Name
    • Fixed issues with rows in the financial grid not being read only when linked for synchronization with schedules and resource plans
    • Addressed display issues with financial grids being resized incorrectly in the Change Request dialog
    • Extend the Select only allocation centers that include values functionality for Actuals to include all financial periods, not just the current one
    • Fixed errors with the financial grids after making changes to financial structures
    • Addressed issues with the Review Change Request dialog when using Financial Breakdowns that don’t stretch the entire timeline
    • Added the ability to select left- or right-alignment for numbers in the financial grids, with right-alignment as the default option
    • Improved handling of new lines in Change Requests and Snapshots description
  • Other
    • Added the ability to turn off workflow approval notifications
    • Improved support for Project Server’s User Delegation feature
    • Added the ability to automatically synchronize UMT360 Client Access Licenses (CALs) to user groups
    • Mappings to Custom Fields are now refreshed automatically on creation or editing
  • Performance and Reliability
    • Addressed Project Has Write Lock errors when saving Financial Breakdowns
    • Addressed queue job failures when bulk opening closed or submitted financial periods
    • Addressed issues with Change Request creation after installing Microsoft Windows update (KB2894844)
    • Improved support for Internet Explorer 8 (IE8)
    • Improved Queue reliability on jobs apparently stuck as running
    • Improved Queue reliability on running multiple Data Import sessions in parallel
    • Addressed issues with updating Enterprise Associations lookup tables for users with limited Project Server permissions
    • Addressed issues with submitting Change Requests and Financial Reporting Periods for users with limited Project Server permissions
    • Addressed reliability issues on building cubes when some of the users are set to log in with Form-Based Authentication (FBA)
    • Improved reliability on building OLAP Cubes when using long cube or server names
    • Improved handling of very large numbers of Allocation Centers
    • Addressed formatting issues with Custom Fields updated via Change Requests
    • Added full support for running multiple Queue services in a farm
    • Addressed JavaScript errors with the Workflow Visualization web part when 3rd party applications override the JQuery stack
    • Addressed issues with Stage Transitions for new entities


Visit the version history page for version details.


Customers and Partners can download CU2 via the online portals at Direct download link:


UMT360 Named Microsoft 2014 Partner of the Year Finalist

Written by Ben Chamberlain on May 28th, 2014 at 12:37 pm

UMT360 is pleased to be named a finalist in Microsoft’s 2014 Partner of the Year Awards which celebrate top Microsoft partners that solve customer challenges with creative technology solutions.  Microsoft received more than 3200 nominations for the 46 awards.  UMT360 has been named either a winner or finalist in the Partner of the Year Awards in each of the past five years.   Click here to read more about UMT360 and the Partner of the Year Awards.

Three Hurdles to Benefits Realization

Written by Ben Chamberlain on March 25th, 2014 at 2:00 pm

A recent UMT360 webinar on Project and Portfolio Financial Controls for Project Server included discussion of the need for a benefits realization framework.  It’s a topic of intense interest as businesses focus on getting the most out of their investments. Executives want to be assured that they’re getting 100% of the benefits promised and that those benefits are being delivered when expected. So, what’s keeping businesses from realizing benefits?

In working with clients over the years, UMT360 has seen clear themes emerge as to why businesses fail to achieve investment benefits. Most seem to face three main hurdles.

  1. Stakeholder Involvement, Commitment and Engagement
    In many cases, once a project is funded, no one is responsible for benefits realization. There has to be accountability, a clear vision and agreement on objectives.
  2. Lack of a Proven Benefits Realization Process
    No one understands how to manage the benefits lifecycle or there’s a lack of management support for a formal benefits realization process.
  3. Uncertainty
    Market conditions, scope and resources change along with the inherent challenges associated with defining and managing soft or non-financial benefits.

Benefits realization is key to ensuring businesses get the expected payoff from investments. Learn more about how to get started with Benefits Realization by reading UMT360 CEO Mike Gruia’s white paper The Benefits Realization Crisis.  Click here to download.   Did you miss the webinar?  Click here to view it and learn how Adding Project and Portfolio Financial Controls to Microsoft Project Server can help you realize more ROI from your PPM investment.

Project & Portfolio Financial Controls for Microsoft Project Server

Written by Ben Chamberlain on March 21st, 2014 at 8:00 am

In March, UMT360’s Chief Product and Marketing Officer Ben Chamberlain presented a webinar showing Project Server customers how UMT360 can help them gain complete financial intelligence across their project portfolios and increase ROI.   Ben discussed how UMT360 helps eliminate the need for Excel and standardizes investment governance controls across the PPM lifecycle, streamlines capital planning, and helps build stronger business cases and a benefits realization framework.  Click here to view this complimentary webinar for Microsoft Project Server customers.  UMT360 is built on the SharePoint platform and is the only enterprise portfolio management solution to provide seamless integration with Project Server.



Save the Date – Upcoming UMT360 Webinars on Getting More Value from Your Portfolio

Written by Ben Chamberlain on February 21st, 2014 at 2:35 pm

Registration has just opened for two upcoming UMT360 webinars.  Register today and learn how to deliver more value for your organization.

Save the Date for an April 15th webinar on Going Beyond PPM by Embracing Enterprise Portfolio Management.  Registration will open soon.