The UMT360 SP1 for SharePoint 2013 includes a significant set of major changes and the upgrade from earlier versions should be planned and validated in line with the approach for any other version-to-version upgrade. A thorough testing of the upgrade steps and existing customizations should be performed in a non-production environment first.
UMT360 SP1 further differentiates the Financials and Portfolios modules with key new scenarios and capabilities included for both:
UMT360 Financials Improvements and New Features
- Financial Timeline Management Improvements:
- Ability to contract the timeline while in execution for EFTs (e.g. Cost)
- Ability to modify the timeline for Breakdowns before and after execution
- Snapshot Improvements:
- Modifying the financial date range will not impact previously created snapshots
- Financial Data and Governance Improvements:
- Ability to edit financial values only at the pre-specified workflow stage detail level or below it
- Updated formulas for Actuals Financial Custom Fields
- Ability to reset the execution status of in-flight projects
- Ability to update settings for existing projects without the need for workflow restart
- Ability to update Mapped Custom Fields for existing projects on demand
- Enhance Data Import Module:
- Ability to import data into Breakdowns and Financial Custom Fields
- Manage Financial Status Periods:
- Updated status period reporting process workflow
- Improved central administration page to lock/open/edit status periods at the portfolio level
- Integration with Project Server:
- Include Enterprise level mappings between Project Server resources and UMT360 financial categories
- Report Center
- Security:
- Automatically sync CALs with Security Groups
- Configuration:
- Introduce Entity Types as the central object in UMT360 bringing together EPTs, SharePoint Lists, SharePoint Site Templates
- UI Enhancements:
- Ability to collapse/expand Financial Custom Fields in Breakdowns
- Hide Unallocated cost center by default
- Reporting Improvements:
- Include new data sets in the reporting tables and OLAP Databases, like custom snapshots, full financial values, etc.
UMT360 Portfolios Improvements and New Features
- Governance Workflows for SharePoint entities
- UMT360 defined stages along with the ability to configure the financial governance on each workflow stage
- UMT360 defined forms and the ability to show/hide forms on a workflow stage by stage basis
- Other new features:
- Portfolios (groupings of Entity Types)
- Portfolio Center
- Surveys
- Visual Roadmap and Transformation Decisions
Visit the version history page for version details.
Customers and Partners can download the 2014 release via the online portals on www.umt360.com.