We’re pleased to announce the availability of UMT360 v6.5 – Product Update 5 (PU5). 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:

• Strategy Hub
  • Added the ability to define Metric Assignment fields
    • Metric Assignment fields can be used to capture descriptive information for each metric added to an entity
    • Optionally, Metric Assignment fields can be displayed in the Metric Progress Tracking dialog
    • The Linked Milestone intrinsic field can be used to map each metric assignment to an UMT360 milestone
  • Added the ability to choose which metric fields will be included in snapshots and snapshot templates
  • Added the ability to display time-phased metric values for all years in the Metric Progress Tracking dialog
  • Added the ability to navigate to an entity record from the Metric Progress Tracking dialog
  • Fixed error on OData.SnapshotStrategicObjectives view when having Strategic Objectives without values on the Owner field

• Roadmap Manager
  • Added support for parent/child (Parent) and same-level (Relates To) relationships between Entity Types
    • Relationships between Entity Types can now be accessed from the definition of each entity type rather than from the Relationship Map administration page, which has been removed
    • Parent/child relationships will support financial data aggregation, while same-level relationships will not
  • Added support for multi-level hierarchical grouping and filtering based on related parent entities
  • Fixed issue with fields not being ordered correctly in the Entity Details pane from Board roadmaps
  • Added the ability to remove the Start Date and End Date intrinsic fields from the Entity Details pane
  • Added the ability to display the Description milestone field in the UMT360 Milestones web part
  • Fixed issue with exporting milestone custom fields to Excel

• Resource Management
  • Added new OData.AssignmentValuesFTE and OData.AssignmentValuesWeeklyFTE views which contain resource assignment values expressed in FTEs
  • Fixed issue with synchronizing the Resource Status field with a Microsoft Project resource field
  • Fixed issue with synchronizing capacity for Microsoft Project resources, when enterprise calendar exceptions are updated
  • Fixed issue with defining mappings between schedule summary tasks and phase values from the resource plan
  • Improved performance of OData.ResourceFieldValues view when using resource fields with lookup tables
  • Improved performance of OData.AssignmentValues and OData.AssignmentValuesWeekly views
  • Fixed issue with triggering and executing the Update Resource Capacity queue job
  • Fixed issue with cost values not being synchronized for Team Member assignments from the resource plan

• Portfolio Manager
  • The user defined column order is now persisted in the Optimization page
  • The (Project Custom Field) suffix is no longer displayed in plan pages for Microsoft Project fields
  • Added new OData.ScenarioOptimizationSettings, OData.ScenarioValueDrivers and OData.ScenarioEntityOptimizationProperties views
  • Fixed issue with using fields that are not included in the plan in order to filter Backlog entities
  • Fixed issue with fields not being ordered correctly in the Entity Details pane
  • Fixed issue with how the Value field is formatted in the Entity Details pane

• Other
  • Added the ability to bulk delete snapshots using the new Manage Snapshots administration page
  • Added the ability to define formula-based Entity fields
  • Improved performance for Portfolio Hub views
  • Added support for multi-level hierarchical grouping and filtering based on related parent entities in Portfolio Hub views.
  • Added the ability to configure custom links in the navigation pane
  • Added the ability to define multiple Allocation Center Groups with the same name
  • Fixed issue when editing existing users in the Manage Users administration page
  • Fixed issue with questions using scoring templates not being included in the OData.SurveyQuestionsAnswers view
  • Fixed issue with CurrencyCodeSymbol not being correctly set in OData.Entities view

• Programmability
  • Added the ability to set values programmatically to Entity fields that allow multiple selection
  • Added the ability to programmatically trigger UMT360 Resources synchronization with Project
  • Added the ability to programmatically commit financial values synchronized from project or resource plans
  • Added events for Assignment Values, Assignment Field Values and Assignment operations
  • Improved performance when programmatically reading resource assignments
  • Fixed issue with programmatically adding milestone dependencies when milestone names are longer than 50 characters

Visit the UMT360 Product Version History page for version details. Customers and Partners can download PU5 via the online portals on www.umt360.com.