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UMT360 v6.2 – Product Update 2

We’re pleased to announce the availability of UMT360 v6.2 – Product Update 2 (PU2). Product Updates include all previously released public updates and private hotfixes. We strongly recommend that any patch and release is validated in a non-production environment first before being applied to production environments.

Here is a list of changes that will be introduced with this update:

  • Major new features:
    • Portfolio Hub
      • Portfolio Hub represents a major revamping of the UMT360 Portfolio Center capabilities, introducing a modern experience for managing and accessing UMT360 Entities
      • Summarize, access and create UMT360 Entities all in one place
      • Group your Entity Types by Portfolios, for easier access
      • Define multiple views to summarize information about your UMT360 Entities and share them with the right Security Groups within your organization
      • Easy to use conditional formatting helps you bring focus to important information
      • Use search and/or filters to quickly find the entities you are looking for
      • Re-size and order columns in views using drag-and-drop
  • Resource Manager
    • Financial values can now be automatically updated when synchronizing data with UMT360 Resource Plans for UMT360 Entities
    • Fixed issue with Category and Allocation Center Mappings default values not being displayed on upgrade
    • Resources are now correctly filtered in the Add Resources dialog  when using the Hide Inactive Resources option
  • Portfolio Manager
    • Users can now select up to three grouping levels in the Roadmap
  • Roadmap Manager
    • Improved user experience when creating relationships by replacing the Related Entity drop-down selection with a Related Entity search control
    • Fixed error when using a Project Custom Field named ‘ProjectID’ in the definition of a Roadmap
    • Fixed issues with milestone field values being updated automatically when their Default Value was updated in the field definition
  • Other
    • Added the ability to leverage contextual UMT360 Entity information in workflows
    • Increased the character limit for UMT360 Entity Fields of type Multiline Text to 1000 characters
    • Improved the performance of the Synchronize Information to the Reporting Database mechanism
    • Improved performance and reduced the occurrence of throttling  when loading the UMT360 Forms when integrating with Microsoft Project
    • Fixed display issue from Define Exchange Rates dialog
    • Added the ability to create Option Sets of type Number in UMT360 for SharePoint 2019
    • Fixed issue with Cost fields displaying values in UMT360 Entity Details web part using the Entity Currency instead of the Reference Currency

Visit the UMT360 Product Version History page for version details. Customers and Partners can download PU2 via the online portals on www.umt360.com.