NH360 Portfolio Insights v6.2

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We’re pleased to announce the availability of NH360 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 NH360 Portfolio Center capabilities, introducing a modern experience for managing and accessing Entities
      • Summarize, access and create Entities all in one place
      • Group your Entity Types by Portfolios, for easier access
      • Define multiple views to summarize information about your 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 Resource Plans for 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 Entity information in workflows
    • Increased the character limit for 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 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 NH360 for SharePoint 2019
    • Fixed issue with Cost fields displaying values in Entity Details web part using the Entity Currency instead of the Reference Currency


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