NH360 Portfolio Insights v6.3

Updated June 22, 2023

We’re pleased to announce the availability of NH360 v6.3 – Product Update 3 (PU3). 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:
  • Strategy Hub
    • Strategy Hub is now broadly available. It provides a streamlined experience of defining business strategy and tracking results across the enterprise
    • Manage all enterprise Strategic Objectives in one place and provide stakeholders with visibility into the real-time progress of each objective
    • Establish and define financial & non-financial metrics for each strategy and set targets to ensure that outcomes can be measured
    • Track the value realized by each initiative, using time-phased forecasts and actuals on each metric
    • Roll-up initiative-level forecasts and actuals to the metric-level
    • Drive progress of objectives based on completion of their underlying metrics

• Portfolio Hub
  • Fixed issue when filtering or formatting columns using option set values that are subsequently deleted
  • Fixed issue with Entity Type names not being updated in the Create View page
  • Fixed issue with users being able to create Views using Entity Types that they do not have access to

• Resource Management
  • Added the ability to manage time-phased resource rates
  • Added the ability to use a Move adjustment type when changing Resource Plan timelines
  • Added the ability to filter values by year in the Resources and My Resource Plans web parts
  • Added the ability to remove the Team column from the My Resource Plans and My Resources web parts
  • Added an E-Mail Address column to the Add Resources dialog
  • Fixed issue with Resource Fields using option sets not being available in several OData views
  • Fixed performance issue in the My Resources web part when having a large number of Entities in the system
  • Fixed performance issue when synchronizing a large number of resources from Microsoft Project
  • Fixed performance issue with the SnapshotAssignmentValuesWeekly OData view

• Portfolio Manager
  • Individual resource assignments generated through Team Assignments are now available in Portfolio Manager
  • Added the ability to summarize resource information by Team
  • Added the ability to filter included resources by Team
  • Fixed issue with how Legend values are ordered

• Roadmap Manager
  • Added the ability to pin, collapse and reposition milestone dialogs in roadmaps
  • Added the ability to create, edit or delete Key Events in shared roadmaps
  • Added the ability to manually set colors when grouping or coloring by Entity Type
  • Increased the Name and Description character limit for milestones
  • Improved the Search Related Entity control from the Create Relationship dialog
  • Fixed issue with Milestone Templates not being assigned to UMT360 Entities when their Timeline for Roadmaps setting is driven by Entity Fields

• Other
  • Added the ability to synchronize Enterprise Financial Types and Resource Plan timelines
  • Added the ability to programmatically update UMT360 Field values when defining workflows
  • Fixed issue with financial values not being available for reporting when using certain Allocation Center settings
  • Fixed UI issue in the Workflow Visualization web part when using custom workflow images
  • Fixed issue when submitting Entities to the next workflow stage from a form that display more than one Entity Details web part
  • Snapshotted Fields are now available in the SnapshotCustomFieldValues OData view
  • Fixed issue with snapshots created on workflow stage transitions not being available in the cmSnapshotValues OData view, when using a Copy Forecast to Budget stage transition as well
  • Fixed issue with Enterprise Association Fields using option sets not being available in the EntityFieldsValues OData view
  • Fixed issue when creating Option Sets of type Cost
  • Fixed issue which allowed duplicate values to be saved in Option Sets
  • Fixed performance issue when updating the Current Year global option while Custom Granularities are being used by a large number of entities
  • Fixed issue with the Modified By field not displaying the correct value

• Programmability (CSOM interfaces)
  • Milestone fields with option sets can now be updated programmatically
  • Assignment fields with Project lookup tables can now be updated programmatically
  • Fixed issue with Enterprise Association Fields not being updated when relationships are created programmatically
  • Fixed issue with field values not being filtered by their associated options sets or lookup tables in CSOM
  • Added the ability to read Queue Jobs programmatically
  • Added CRUD operations for NH360 time-phased resource rates
  • Added events for resource assignments: AssignmentsCreated, AssignmentsDeleted
  • Added events for milestones: MilestonesCreated, MilestonesDeleted, MilestonesUpdated, AllMilestonesDeletedOnEntity
  • Added events for relationships: RelationshipCreated, RelationshipDeleted, RelationshipUpdated
  • Fixed issue with wrong events being triggered for operations performed on financial breakdowns