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.