Updated
We’re pleased to announce the availability of NH360 Portfolio Insights v6.11 – Product Update 11 (PU11). 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 dynamically restrict access to strategic objectives and their metrics based on organization units
- Added new Child Metric Level option to the Tracking Level setting. Metrics using child metric level tracking will have their forecast and actuals values automatically rolled-up from their associated child metrics
- Added a new Rollup Tracking Values to Parent Metric setting that controls which metrics will roll up their forecast and actuals values to their selected parent metric
- Added the ability to globally define custom labels for strategic objectives and metrics
- Added the ability to display the full hierarchy of metrics by grouping the Metrics view using the Metric Hierarchy option
- Added the ParentGUID and the RollupTrackingValuesToParent columns to the Metrics OData view
- Fixed issue with being able to create strategic objectives without providing values in the Start Date and End Date fields
Roadmap Manager
- Added the ability to display up to ten (10) entity fields as columns in the Relationships view
- Fixed issue with available values from Enterprise Association fields not updating correctly when renaming an entity
- Fixed issue with more than one queue job being triggered when updating milestones on an entity
Resource Manager
- Added a new ModifiedBy column in all OData views that include resource assignment values
- Improved resource rates accuracy by increasing their number of available decimals to six (6)
- Fixed issue with full values being displayed in the Organization Unit field when added to the Add Resource dialog
- Fixed issue with synchronizing work values from Microsoft Project schedule when the Phase assignment field is configured with a lookup table
- Fixed issue with the AssignmentValues and AssignmentValuesWeekly OData views not being updated when deleting all resource assignments from an entity
- Fixed issue with displaying an unknown error in the Synchronize Resources dialog when reading Azure Active Directory Groups
Portfolio Manager
- Fixed issue with cost, benefits and resource assignment values not updating when re-scheduling entities in portfolio plans
Core Financial Capabilities
- Added a new DeletedFinancialValues OData view which stores previously deleted financial values for the past 60 days
- Fixed issue with summary cards not being displayed while there are no financial values in the grid and a custom currency is set
- Fixed issue with NodeNamePath and NodeGUIDPath columns not being updated for the top-level financial category in the FinancialValues and FinancialValuesLeaves OData views
Other
- Added the ability for administrators to change the entity type of existing entities
- Added a new UserProfiles OData view which contains user information such as their Organization Units, Security Groups, etc.
- Enhanced the way error messages are displayed when queue items fail
- Improved performance when deleting many snapshots using the Manage Snapshots page
- Fixed issue with decimal values being rounded in fields of type Cost when more than two decimal places are configured in Global Options
- Fixed issue with new lines of text captured in rich-text entity fields not being kept into focus
- Fixed issue with reporting values sometimes being out-of-sync for financial custom fields created with Microsoft Project lookup tables
- Fixed issue with custom permissions defined for a security group at the entity type level being applied to users from other security groups
- Fixed issue with unique identifiers being displayed instead of values for financial breakdown fields of type Flag in OData views
- Fixed issue with unique identifiers being displayed instead of values in the Enterprise Financial Type, Allocation Center Mapping and Category Mapping columns from the AssignmentFieldValues, ResourceFieldValues and SnapshotAssignmentFieldValues OData views
- Fixed issue with the Owner field value being removed for default security groups
Programmability
- Added the ability to programmatically create and update survey scoring templates
- Added the ConvertEntitiesEntityType method used to programmatically change the entity type of an existing entity
- Fixed issue with Microsoft Project fields being returned when reading entity fields programmatically
- Fixed issue with values of Planned vs. Committed and Actuals vs. Committed variances not being returned when programmatically reading assignment values
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