Archive for the ‘UMT Project Essentials 2010’ tag

Here’s the list of fixes and improvements included:

• Reporting Infrastructure
  • Recurrent exceptions are correctly taken into consideration
  • Projects without a defined financial timeline or Cost Tree Template will no longer be processed by the reporting job
  • Corrected issues with Custom Field values not being copied over to the reporting database
  • Corrected issues with orphaned projects causing issues with the reporting job update
• General performance improvements
  • Improvements on reading projects from Project Server
  • Significant performance improvements on the Project Server resource update handlers
• Workflow
  • Reliability improvements on the Persistence and Events delivery infrastructure
  • Reliability improvements on the Optimizer Commit transition
  • Addressed web.config clean up issues on uninstalling UMT Project Essentials
  • Reliability improvements on workflow publish
  • Added the ability to deactivate approval notifications at the stage level
  • Added new event – OnBeforeApproval. Approvers are exposed as event arguments and can be overwritten
• Data Import
  • General UI improvements on displaying progress and mappings
  • Added the ability to import date custom field values
• Integration with Project Server
  • Added the ability to automatically synchronize schedule information on project publish
• Other improvements
  • Fixed check-in/check-out issues on using the Benefit PDPs that could lead to a “Project out of date” error message
  • Addressed issues on accessing the UMT Project Essentials instance via SharePoint Central Administration when Site Collections are locked
  • Changed behavior to only overwrite opened Forecast periods when copying Budget
  • Changed behavior to ignore changes to data granularity once a projects enters an execution stage
  • Addressed issues with installing UMT Project Essentials on SQL Server 2005
  • Addressed locale issues with mapped Custom Field

Visit the version history page for version details.

Customers and Partners can download CU7 via the online portals on www.umtprojectessentials.com.

UMT Project Essentials is a significant release for the UMT family of products built on top of the Microsoft Project Server 2010 infrastructure. UMT Project Essentials is a major rebranding effort which merges the UMT Project Financial Server and UMT Workflow Designer platforms and adds new features and improvements. The setup can be run as a free upgrade for UMT Project Financial Server 2010 SP1 or newer (including CU1, CU2, CU3 or CU4) or as a new installation. UMT Project Essentials will be the baseline for future patches and service packs.

• New features:
  • Data Import: a generic import from .csv wizard that  can be used for updating Project Server’s Custom Field values or UMT  Project Essentials financial structures
  • Link for exporting the Product IDs and Machine Keys to a .csv file to reduce activation-related administrator overhead
• Rebranding
  • UMT Project Financial Server and UMT Workflow Designer have been rebranded to UMT Project Essentials, which will include two  separate SKUs: UMT Project Essentials (Std) and UMT Project Essentials Pro. For more details and functionality break-down visit http://www.umtprojectessentials.com/en-us/products/capability-matrix.aspx
  • Unified product activation and license management
  • Workflow design capabilities are now accessible via the Project Essentials Settings portal using the View Workflows (UMT Project Essentials) and Edit Workflows (UMT Project Essentials Pro)
• Improvements to the UMT Project Essentials workflow design capabilities
  • Major interface overhaul, including new shapes, ability to freely move stage icons on the screen and automatic drawing of transition arrows
  • New Ribbon option for Adding Multiple Stages
  • New dialog for automatically restarting affected projects when workflows are updated and republished
  • Ability to create new stage based on existing stage
  • Improvements on staying in current stage on transitions
• UI/Display fixes
  • Current workflow name is now visible on the screen
  • Improvements to Finnish language pack
  • New global option for controlling the automatic mapping of financial values to Custom Fields. The option can be override at the EPT level
  • Improvements to Manage Stage Settings on creating transitions and validations
  • Display improvements for financial values when unchecking the Show currency symbol for financial values global setting
  • Improvements to handling EPTs with no workflows and without any stages
  • Improvements to displaying submitted actuals periods in Project Essentials Settings – Review Actuals
• API
  • New public method for adding or changing the Cost Tree Templates to a project: Integration.UpdateInstanceCostTreeTemplate
  • New public method for updating actuals period status: Granularity.SetPeriodStatus
  • New event fired when an actuals period is submitted: OnActualWorkflowStarted
  • New event fired after the status of an actuals period has been changed: OnActualsPeriodStatusChanged
  • Added ProjectUid, StageUid, StageName to the existing StageValidating and StageTransition events
• Other fixes
• Better handling of host header mode
• Various performance and reliability improvements

Version history:

• UMT Project Essentials
  • RTM: 1.0.4729.100
• UMT Project Financial Server 2010
  • RTM: 1.0.3023.1001
  • SP1: 1.0.3602.1000
  • CU1: 1.0.3825.1000
  • CU2: 1.0.4106.1000
  • CU3: 1.0.4322.1000
  • CU4: 1.0.4514.1003

Customers and Partners will be able to download all relevant installers and collaterals via the Customer and Partner portals on www.umtprojectessentials.com.