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SP1 (2014 release) for UMT360 for SharePoint 2013

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.