NH360 Portfolio Insights v6.3

Want to chat?



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


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