UMT360 Blog

Blog Posts from the Leader in Enterprise Portfolio Management

Archive for the ‘UMT’ 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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Cumulative Update 5 (CU5) for UMT Project Essentials 2012

Written by Alexandra Schiopu on September 19th, 2014 at 10:16 pm

We are pleased to announce the release of the UMT Project Essentials 2012 Cumulative Update 5 (CU5). UMT strongly recommends that you test this in a non-production environment first before applying the fix live in production.

Here’s the list of fixes and improvements addressed:

  • Performance and Reliability
    • Running multiple queue services on the same farm is now fully supported
    • Improved queue reliability with jobs running indefinitely (not completing)
    • Addressed reliability issues with Data Import sessions running concurrently
    • Improved performance for the Financial Approval Settings page
    • Addressed reliability of the financial grids when using copy-paste from Excel or other data sources
    • Addresses issued with Change Requests not being created after applying the Microsoft Windows KB2894844 patch
  • API
    • Exposing a new method for programmatically redistributing financial values after changing the start or end dates (RedistributeFinancialValues)
  • Other Fixes and Improvements
    • Addressed issues with email notifications for financial approvals (for Actuals) not being sent
    •  Improved reliability of email notifications not being sent when users have special characters in their names (semicolon etc.)
    • Added the ability to select alignment for values displayed in the financial grids, with right-align as the default option
    • Fixed inconsistencies with selection of cost centers that include values
    • Added the ability to push-refresh values for mapped custom field
    • Addressed cases where financial values are not properly maintained when synchronizing data from Project Server Schedules or Resource Plan

Visit the version history page for version details.

Customers and Partners can download CU5 via the online portals on www.umt360.com.

Strike & Maintain the Right Innovation Balance

Written by Mike Gruia on June 7th, 2014 at 6:00 am

IT and the business knows:    The year-to-year viability of a company depends on its ability to innovate.

We have learned over the years that innovation comes from three sources.

  • Top Down – Driven by management imperatives (i.e. we have to be in the cloud)
  • Bottom Up – Can originate anywhere in the organization, everyone participates and offers new ideas (i.e. start with a blank piece of paper)
  • Middle – This core innovation represents efforts to make incremental changes to existing applications and incremental inroads into new markets.  Such innovations draw on assets the company already has in place.

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What is Portfolio Management?

Written by Ben Chamberlain on June 5th, 2014 at 6:00 am

Ask ten people to define portfolio management and you’ll likely receive ten different answers. Of the various definitions, most will focus on some sort of aggregate reporting across portfolios or highlight alignment of spend with strategic priorities and selecting the optimal project portfolio under varying budget constraints.

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UMT360 Announces the Release of UMT360 Portfolios

Written by Ben Chamberlain on June 4th, 2014 at 6:46 am

UMT360 today announced the release of the newest module in its leading Enterprise Portfolio Management solution – UMT360 Portfolios.  UMT360 Portfolios connects siloed portfolios (e.g. project, application, IT Service and business capability) to build a dynamic blueprint of a company’s operating fabric.  It provides three breakthrough EPM models to help CIOs, Portfolio Managers and PMOs visualize cross-portfolio relationships and gain the transparency needed to digitalize investments.  Click here to read the press release and here for more information on UMT360 Portfolios and UMT360 Financials.