NH360 Portfolio Insights v6.13

Want to chat?

Updated April 16, 2024

We’re pleased to announce the availability of NH360 Portfolio Insights v6.13 – Product Update 13 (PU13). 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:


New Feature: Entity Lifecycles
Entity lifecycles represent the next evolution of entity workflows, providing flexible governance controls with an intuitive and high-performance end-user experience.

  • Seamlessly transition from legacy SharePoint workflows by leveraging existing stages and their configuration.
  • Empower your users to select the next stage to which to transition an entity and preview validations and required fields in the new Entity Lifecycle dialog.
  • Trigger automatic stage transitions based on configurable conditions defined with entity fields.
  • Set entity field values automatically with a new transition action.
  • Trigger stage transition actions and validations during individual stage transitions, rather than unconditionally when exiting a stage.
  • Capture a history of stage transitions, actions, and more on the new Entity History page.

Strategy Hub

  • Fixed issue with the search control disappearing when no search results are returned in the Add Metric dialog from the Metrics entity view.
  • Fixed issue with decimals not being displayed correctly when editing percentage values in the Progress Tracking dialog.
  • Fixed issue with being able to select a different strategic objective when editing an existing metric.

Roadmap Manager

  • Improved load times for Milestones and Relationships entity views.

Resource Manager

  • Added the ability to use the Generic resource field as a displayed and searchable field in the Resource Plan view.
  • Fixed issue with Reporting: Update Resource Information queue job timing out when deleting a resource from the resource pool.
  • Fixed issue with resource summary cards being displayed for users that do not have permissions to view certain types of resource dimensions.
  • Fixed issue with decimal value separators not being displayed according to the site locale in resource plans.
  • Fixed issue with the Synchronize Resources dialog loading indefinitely when an unexpected error occurs.

Portfolio Manager

  • Improved performance when refreshing plan data for plans containing very large numbers of entities and resource assignments.
  • Added ScenarioEntityTimelines OData view containing the optimization status (Included or Excluded) for entities.
  • Fixed issue with resources not being filtered out of a plan, when filtering conditions are based on option set fields with default values.
  • Fixed issue with plan data failing to refresh when a new entity is created, and it has milestones dependencies with other entities from the plan.

Core Financial Capabilities

  • Added new CostCenterNamePath and CostCenterGUIDPath columns to the CostCenters OData view.
  • Added new NodeNamePath and NodeGUIDPath columns to the EnterpriseFinancialTypes OData view.
  • Fixed issue with Forecast financial values not being copied to Budget values for past periods when the Budget financial dimension is in execution.
  • Fixed issue with synchronizing financial values from resource plans containing resources without a default allocation center mapping.


  • Added the ability to edit multiple workflow stage settings at once in the Settings for Entity Types administration page.
  • Added ability to expand navigation on hover, using the new Navigation Panel miscellaneous global option.
  • Added the intrinsic Entity Type field as an available column in Portfolio Hub views.
  • Improved loading times of Portfolio Hub views that include very large numbers of entities and/or columns.
  • Fixed issue with separate groups being created in Portfolio Hub views when grouping by a people picker field with values that contain commas.
  • Fixed issue with parent entity columns not being displayed in exported Portfolio Hub views to Excel.
  • Fixed issue with not being able to export Portfolio Hub views to Excel when filters are applied on parent entity columns.
  • Fixed issue with Date fields not handling input errors properly.
  • Fixed issue with not being able to select values in option set entity fields while validation errors are displayed on required fields.
  • Fixed issue with error messages disappearing from administration pages soon after validations are performed.
  • Fixed issue with the Cleanup Choices for People Picker Fields queue job failing when deleting a user or resources selected as an entity value in a people picker field.
  • Fixed issue with error log not including error messages for entities not found during Data Exchange update operation.
  • Fixed issue with updates to read-only entity fields being allowed through Data Exchange imports.
  • Fixed issue with Import Entity Data queue job not being retried automatically when importing field values in a checked-out Microsoft Project entity.
  • Fixed issue with exporting fields that contain a vertical line symbol to Excel.
  • Fixed issue with defining conditional formatting rules based on the Entity Type field in Portfolio Hub views.
  • Fixed issue with displaying html tags when importing rich-text field values using Data Import.
  • Fixed issue with labels not being displayed correctly in Portfolio Hub views grouped by parent entities when a parent entity is deleted.
  • Fixed issue with not being able to select more than one value when defining a Portfolio Hub view filtering condition using fields that allows multiple values.
  • Fixed issue with bulk snapshots not being created for Microsoft Project connected entities when using a template that only contains Microsoft Project fields.
  • Fixed issue with only users having a license assigned to them being included in the UserProfiles OData view.
  • Fixed issue with entities not transitioning to their next workflow stage if the user lacks the Manage Milestone Governance permission.


  • Added the ability to submit surveys programmatically.
  • When reading people picker field values programmatically, the response now includes both the name and the email of the selected user or resource.
  • Fixed issue with not being able to programmatically update entity fields on entities with a read-only people picker field.
  • Fixed issue with Actuals financial values not overwriting Forecast values correctly when archiving financial periods programmatically.


Strategic Portfolio Management

Understanding Strategic Portfolio Management

Guide to Strategic Portfolio Management

Guide to Strategic Portfolio Management

A team sits around a conference table in discussion

Program Management: How To Drive Strategic Alignment